Lantern Wealth Advisors, LLC
MELVILLE NY · SEC CIK 0001950218
$2.18亿2026Q2 申报市值
184持仓数
30.0%前十大占比 · 第一大 5.2%
16 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$127.46万
IAU 加仓+$87.67万
BND 加仓+$81.62万
IALT 新建仓+$61.37万
SPHY 加仓+$53.75万
2026Q2 卖出最多 按季末市值估算
PRU 清仓-$133.07万
BRK/A 清仓-$71.81万
EQNR 清仓-$45.15万
QUAL 减仓-$44.87万
HON 减仓-$43.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SHLD | GLOBAL X FDS | $51.74万 | 0.24% | 8,665 | 2,718 | 45.7% | $16.23万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $51.69万 | 0.24% | 5,264 | 106 | 2.1% | $1.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.32万 | 0.24% | 1,825 | -301 | -14.2% | -$8.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $50.67万 | 0.23% | 439 | 439 | — | $50.67万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $50.11万 | 0.23% | 3,959 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $48.92万 | 0.22% | 1,309 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $48.58万 | 0.22% | 3,100 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $48.33万 | 0.22% | 14,658 | 1,016 | 7.4% | $3.35万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $46.66万 | 0.21% | 3,750 | -1,040 | -21.7% | -$12.94万 | 减仓 |
| EFV | ISHARES TR | $45.71万 | 0.21% | 5,971 | -4,046 | -40.4% | -$30.97万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $45.15万 | 0.21% | 1,324 | -142 | -9.7% | -$4.84万 | 减仓 |
| GPC | GENUINE PARTS CO | $45.14万 | 0.21% | 3,826 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $44.83万 | 0.21% | 3,959 | 1 | 0.0% | $113 | 加仓 |
| PSX | PHILLIPS 66 | $43.76万 | 0.20% | 2,588 | -175 | -6.3% | -$2.96万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $43.42万 | 0.20% | 3,300 | -600 | -15.4% | -$7.89万 | 减仓 |
| HON | HONEYWELL INTL INC | $43.10万 | 0.20% | 1,925 | -1,925 | -50.0% | -$43.10万 | 减仓 |
| MCD | MCDONALDS CORP | $42.84万 | 0.20% | 1,585 | 16 | 1.0% | $4,325 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $42.56万 | 0.19% | 1,925 | 1,925 | — | $42.56万 | 新建仓 |
| CSCO | CISCO SYS INC | $42.10万 | 0.19% | 3,584 | -311 | -8.0% | -$3.65万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $41.68万 | 0.19% | 1,325 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $41.59万 | 0.19% | 17,273 | 672 | 4.0% | $1.62万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $41.24万 | 0.19% | 8,094 | 1,352 | 20.1% | $6.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $40.92万 | 0.19% | 8,449 | -402 | -4.5% | -$1.95万 | 减仓 |
| GLW | CORNING INC | $40.87万 | 0.19% | 1,600 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $40.47万 | 0.19% | 9,950 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.10万 | 0.18% | 4,451 | 968 | 27.8% | $8.72万 | 加仓 |
| DIVB | ISHARES TR | $39.75万 | 0.18% | 6,453 | 1,421 | 28.2% | $8.75万 | 加仓 |
| ANGL | VANECK ETF TRUST | $39.64万 | 0.18% | 13,558 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $39.13万 | 0.18% | 4,092 | 309 | 8.2% | $2.95万 | 加仓 |
| CPRT | COPART INC | $38.45万 | 0.18% | 13,640 | -2,500 | -15.5% | -$7.05万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.64万 | 0.17% | 648 | -306 | -32.1% | -$17.78万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $36.65万 | 0.17% | 1,250 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $34.27万 | 0.16% | 1,392 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.93万 | 0.16% | 9,230 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $33.71万 | 0.15% | 2,639 | 483 | 22.4% | $6.17万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $33.55万 | 0.15% | 4,325 | 1,700 | 64.8% | $13.19万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $33.52万 | 0.15% | 5,100 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $33.31万 | 0.15% | 294 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $33.12万 | 0.15% | 4,850 | 400 | 9.0% | $2.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.95万 | 0.15% | 690 | 690 | — | $32.95万 | 新建仓 |
| IVE | ISHARES TR | $32.88万 | 0.15% | 1,448 | 29 | 2.0% | $6,585 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $32.85万 | 0.15% | 6,794 | 442 | 7.0% | $2.14万 | 加仓 |
| MRK | MERCK & CO INC | $31.01万 | 0.14% | 2,413 | 1 | 0.0% | $129 | 加仓 |
| GOVT | ISHARES TR | $30.76万 | 0.14% | 13,502 | 3,324 | 32.7% | $7.57万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $30.35万 | 0.14% | 5,800 | -5,435 | -48.4% | -$28.44万 | 减仓 |
| SUI | SUN CMNTYS INC | $29.98万 | 0.14% | 2,500 | -300 | -10.7% | -$3.60万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.72万 | 0.14% | 308 | 308 | — | $29.72万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $29.00万 | 0.13% | 2,044 | 56 | 2.8% | $7,944 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.71万 | 0.13% | 3,242 | 4 | 0.1% | $354 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $28.48万 | 0.13% | 8,500 | -700 | -7.6% | -$2.35万 | 减仓 |
| C | CITIGROUP INC | $28.24万 | 0.13% | 2,017 | -1,009 | -33.3% | -$14.12万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.57万 | 0.13% | 630 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $27.50万 | 0.13% | 6,496 | 878 | 15.6% | $3.72万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $27.30万 | 0.13% | 6,392 | 27 | 0.4% | $1,153 | 加仓 |
| GLD | SPDR GOLD TR | $27.30万 | 0.12% | 741 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.95万 | 0.12% | 3,316 | 115 | 3.6% | $9,347 | 加仓 |
| TTE | TOTALENERGIES SE | $25.66万 | 0.12% | 3,300 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $25.02万 | 0.11% | 2,419 | -272 | -10.1% | -$2.81万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $24.78万 | 0.11% | 2,240 | -225 | -9.1% | -$2.49万 | 减仓 |
| ITOT | ISHARES TR | $24.73万 | 0.11% | 1,505 | 1,505 | — | $24.73万 | 新建仓 |
| HDV | ISHARES TR | $23.71万 | 0.11% | 8,650 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.65万 | 0.11% | 2,745 | 2,308 | 528.1% | $19.88万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $23.53万 | 0.11% | 2,143 | 2,143 | — | $23.53万 | 新建仓 |
| GCOR | GOLDMAN SACHS ETF TR | $23.18万 | 0.11% | 5,631 | 738 | 15.1% | $3.04万 | 加仓 |
| DE | DEERE & CO | $23.14万 | 0.11% | 365 | 2 | 0.6% | $1,268 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.80万 | 0.10% | 918 | -118 | -11.4% | -$2.93万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $22.65万 | 0.10% | 5,399 | 468 | 9.5% | $1.96万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.64万 | 0.10% | 2,793 | 2,793 | — | $22.64万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.45万 | 0.10% | 222 | 222 | — | $22.45万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $22.44万 | 0.10% | 4,462 | 4,462 | — | $22.44万 | 新建仓 |
| MMM | 3M CO | $22.39万 | 0.10% | 1,383 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $22.26万 | 0.10% | 2,576 | -1,682 | -39.5% | -$14.54万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $22.20万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $22.19万 | 0.10% | 6,410 | 6,410 | — | $22.19万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $22.05万 | 0.10% | 4,824 | 132 | 2.8% | $6,032 | 加仓 |
| BOND | PIMCO ETF TR | $22.02万 | 0.10% | 2,388 | 166 | 7.5% | $1.53万 | 加仓 |
| LRGF | ISHARES TR | $21.16万 | 0.10% | 2,798 | 2,798 | — | $21.16万 | 新建仓 |
| KLAC | KLA CORP | $21.16万 | 0.10% | 701 | 701 | — | $21.16万 | 新建仓 |
| QGRW | WISDOMTREE TR | $20.78万 | 0.10% | 3,147 | 3,147 | — | $20.78万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $20.67万 | 0.09% | 4,080 | 4,080 | — | $20.67万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.14万 | 0.09% | 1,594 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $10.49万 | 0.05% | 22,700 | -4,000 | -15.0% | -$1.85万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $7.85万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $6.86万 | 0.03% | 14,500 | 14,500 | — | $6.86万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -13,622 | -100.0% | -$133.07万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -10,700 | -100.0% | -$45.15万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,398 | -100.0% | -$28.51万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -5,328 | -100.0% | -$26.66万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,304 | -100.0% | -$24.07万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,469 | -100.0% | -$22.96万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,121 | -100.0% | -$22.57万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,371 | -100.0% | -$20.64万 | 清仓 |
| — | ENVOY MEDICAL INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.00万 | 清仓 |