Lantern Wealth Advisors, LLC
MELVILLE NY · SEC CIK 0001950218
$1.95亿2026Q1 申报市值
174持仓数
29.8%前十大占比 · 第一大 4.9%
24 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGBL 加仓+$88.38万
CORO 新建仓+$76.77万
IVV 加仓+$74.73万
NVDA 加仓+$68.98万
ACWX 新建仓+$64.65万
2026Q1 卖出最多 按季末市值估算
IBIT 重新持有-$3,835.13万
SBUX 清仓-$80.42万
OEF 清仓-$76.66万
SLV 清仓-$48.06万
GOOGL 减仓-$43.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -9,550 | -100.0% | -$80.42万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -2,235 | -100.0% | -$76.66万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -7,460 | -100.0% | -$48.06万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,256 | -100.0% | -$40.10万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,803 | -100.0% | -$35.15万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -8,134 | -100.0% | -$25.96万 | 清仓 |
| TCAF | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -6,701 | -100.0% | -$25.61万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,884 | -100.0% | -$24.71万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -330 | -100.0% | -$22.33万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -577 | -100.0% | -$20.19万 | 清仓 |
| — | COYA THERAPEUTICS INC | $0 | 0.00% | 0 | -17,825 | -100.0% | -$10.34万 | 清仓 |
| — | MEDICINOVA INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.93万 | 清仓 |
| — | ENVOY MEDICAL INC | $2.00万 | 0.01% | 30,000 | 30,000 | — | $2.00万 | 新建仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $3.49万 | 0.02% | 10,000 | -5,000 | -33.3% | -$1.75万 | 重新持有 |
| MGNX | MACROGENICS INC | $7.72万 | 0.04% | 26,700 | 26,700 | — | $7.72万 | 新建仓 |
| MMM | 3M CO | $20.09万 | 0.10% | 1,383 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $20.22万 | 0.10% | 4,893 | 4,893 | — | $20.22万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $20.23万 | 0.10% | 4,692 | -279 | -5.6% | -$1.20万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $20.37万 | 0.10% | 2,625 | 2,625 | — | $20.37万 | 新建仓 |
| DE | DEERE & CO | $20.44万 | 0.10% | 363 | 363 | — | $20.44万 | 新建仓 |
| BOND | PIMCO ETF TR | $20.50万 | 0.11% | 2,222 | 2,222 | — | $20.50万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.64万 | 0.11% | 5,371 | -998,212 | -99.5% | -$3,835.13万 | 重新持有 |
| BKAG | BNY MELLON ETF TRUST | $20.81万 | 0.11% | 4,931 | 106 | 2.2% | $4,473 | 加仓 |
| URI | UNITED RENTALS INC | $21.42万 | 0.11% | 294 | 294 | — | $21.42万 | 新建仓 |
| GLW | CORNING INC | $21.76万 | 0.11% | 1,600 | 1,600 | — | $21.76万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $22.22万 | 0.11% | 1,594 | 1,594 | — | $22.22万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $22.25万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $22.57万 | 0.12% | 9,121 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.96万 | 0.12% | 2,469 | 2,469 | — | $22.96万 | 新建仓 |
| GOVT | ISHARES TR | $23.32万 | 0.12% | 10,178 | 10,178 | — | $23.32万 | 新建仓 |
| HDV | ISHARES TR | $23.48万 | 0.12% | 1,730 | 1,730 | — | $23.48万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.50万 | 0.12% | 1,466 | 1,466 | — | $23.50万 | 新建仓 |
| T | AT&T INC | $24.07万 | 0.12% | 8,304 | 4 | 0.0% | $116 | 加仓 |
| KO | COCA COLA CO | $24.34万 | 0.12% | 3,201 | 24 | 0.8% | $1,825 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $24.77万 | 0.13% | 2,156 | 2,156 | — | $24.77万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $24.88万 | 0.13% | 1,988 | 29 | 1.5% | $3,629 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $25.34万 | 0.13% | 6,365 | 229 | 3.7% | $9,116 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.63万 | 0.13% | 750 | 750 | — | $25.63万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.19万 | 0.13% | 3,483 | 371 | 11.9% | $2.79万 | 加仓 |
| IAGG | ISHARES TR | $26.66万 | 0.14% | 5,328 | 5,328 | — | $26.66万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $26.69万 | 0.14% | 3,238 | 2 | 0.1% | $165 | 加仓 |
| DIVB | ISHARES TR | $27.15万 | 0.14% | 5,032 | 317 | 6.7% | $1.71万 | 加仓 |
| D | DOMINION ENERGY INC | $27.51万 | 0.14% | 4,450 | -4,000 | -47.3% | -$24.73万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $27.90万 | 0.14% | 2,465 | 2,465 | — | $27.90万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.20万 | 0.14% | 5,618 | -564 | -9.1% | -$2.83万 | 减仓 |
| NKE | NIKE INC | $28.51万 | 0.15% | 5,398 | 351 | 7.0% | $1.85万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $28.65万 | 0.15% | 1,392 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $28.93万 | 0.15% | 1,036 | 28 | 2.8% | $7,819 | 加仓 |
| MRK | MERCK & CO INC | $29.02万 | 0.15% | 2,412 | 102 | 4.4% | $1.23万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.90万 | 0.15% | 630 | 630 | — | $29.90万 | 新建仓 |
| IVE | ISHARES TR | $29.96万 | 0.15% | 1,419 | 283 | 24.9% | $5.98万 | 加仓 |
| TTE | TOTALENERGIES SE | $30.02万 | 0.15% | 3,300 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $30.11万 | 0.15% | 9,200 | 4,200 | 84.0% | $13.75万 | 重新持有 |
| CSCO | CISCO SYS INC | $30.22万 | 0.16% | 3,895 | -1,262 | -24.5% | -$9.79万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $30.38万 | 0.16% | 6,352 | 41 | 0.6% | $1,961 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $31.28万 | 0.16% | 6,742 | 316 | 4.9% | $1.47万 | 加仓 |
| GLD | SPDR GOLD TR | $31.88万 | 0.16% | 741 | 100 | 15.6% | $4.30万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $32.61万 | 0.17% | 5,100 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $32.79万 | 0.17% | 10,386 | 3,158 | 43.7% | $9.97万 | 加仓 |
| DGRW | WISDOMTREE TR | $33.23万 | 0.17% | 3,783 | -447 | -10.6% | -$3.93万 | 减仓 |
| C | CITIGROUP INC | $34.32万 | 0.18% | 3,026 | 1,176 | 63.6% | $13.34万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.93万 | 0.18% | 9,230 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $35.27万 | 0.18% | 2,800 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $36.31万 | 0.19% | 1,250 | 250 | 25.0% | $7.26万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $36.41万 | 0.19% | 9,950 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $36.91万 | 0.19% | 4,258 | -4,415 | -50.9% | -$38.27万 | 减仓 |
| GE | GE AEROSPACE | $37.15万 | 0.19% | 1,309 | 532 | 68.5% | $15.10万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $38.03万 | 0.20% | 1,325 | -965 | -42.1% | -$27.70万 | 减仓 |
| ANGL | VANECK ETF TRUST | $38.94万 | 0.20% | 13,558 | -500 | -3.6% | -$1.44万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $39.79万 | 0.20% | 9,690 | 9,690 | — | $39.79万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $40.05万 | 0.21% | 13,642 | 3,079 | 29.1% | $9.04万 | 加仓 |
| GPC | GENUINE PARTS CO | $40.46万 | 0.21% | 3,826 | 1 | 0.0% | $106 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.21万 | 0.21% | 714 | 294 | 70.0% | $16.97万 | 加仓 |
| SHLD | GLOBAL X FDS | $42.13万 | 0.22% | 5,947 | 2,753 | 86.2% | $19.50万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $42.53万 | 0.22% | 8,851 | 4,082 | 85.6% | $19.61万 | 加仓 |
| IEFA | ISHARES TR | $43.14万 | 0.22% | 4,766 | 1,062 | 28.7% | $9.61万 | 加仓 |
| EQNR | EQUINOR ASA | $45.15万 | 0.23% | 10,700 | -975 | -8.4% | -$4.11万 | 减仓 |
| PFE | PFIZER INC | $46.62万 | 0.24% | 16,601 | -1,337 | -7.5% | -$3.75万 | 减仓 |
| NVS | NOVARTIS AG | $47.35万 | 0.24% | 3,100 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $47.36万 | 0.24% | 6,188 | 69 | 1.1% | $5,281 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $48.61万 | 0.25% | 5,158 | 402 | 8.5% | $3.79万 | 加仓 |
| MCD | MCDONALDS CORP | $48.75万 | 0.25% | 1,569 | -347 | -18.1% | -$10.78万 | 减仓 |
| WMT | WALMART INC | $49.19万 | 0.25% | 3,958 | 651 | 19.7% | $8.09万 | 加仓 |
| IGIB | ISHARES TR | $49.57万 | 0.25% | 9,314 | 395 | 4.4% | $2.10万 | 加仓 |
| GEV | GE VERNOVA INC | $49.58万 | 0.25% | 568 | 568 | — | $49.58万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $49.90万 | 0.26% | 2,675 | -100 | -3.6% | -$1.87万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $50.03万 | 0.26% | 1,818 | 150 | 9.0% | $4.13万 | 加仓 |
| PSX | PHILLIPS 66 | $50.33万 | 0.26% | 2,763 | 2 | 0.1% | $364 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $50.76万 | 0.26% | 22,722 | 22,722 | — | $50.76万 | 新建仓 |
| BA | BOEING CO | $50.81万 | 0.26% | 2,553 | 513 | 25.1% | $10.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.84万 | 0.26% | 782 | 369 | 89.3% | $23.99万 | 加仓 |
| AGG | ISHARES TR | $51.30万 | 0.26% | 5,168 | 5,168 | — | $51.30万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.53万 | 0.26% | 2,126 | 242 | 12.8% | $5.87万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $51.84万 | 0.27% | 3,959 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $53.08万 | 0.27% | 3,900 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $53.58万 | 0.27% | 16,140 | 2,800 | 21.0% | $9.30万 | 加仓 |