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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $963.39万 | 4.94% | 37,960 | 509 | 1.4% | $12.92万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $918.78万 | 4.71% | 82,639 | 611 | 0.7% | $6.79万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $755.17万 | 3.87% | 39,348 | -1 | -0.0% | -$192 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $549.49万 | 2.82% | 49,741 | 26 | 0.1% | $2,872 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $482.77万 | 2.48% | 65,558 | 239 | 0.4% | $1.76万 | 加仓 |
| AMZN | AMAZON COM INC | $472.40万 | 2.42% | 22,682 | 100 | 0.4% | $2.08万 | 加仓 |
| LQD | ISHARES TR | $446.83万 | 2.29% | 40,997 | 144 | 0.4% | $1.57万 | 加仓 |
| BX | BLACKSTONE INC | $418.18万 | 2.14% | 36,367 | 4,002 | 12.4% | $46.02万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $400.60万 | 2.05% | 42,626 | 294 | 0.7% | $2.76万 | 加仓 |
| GOOGL | ALPHABET INC | $396.24万 | 2.03% | 13,779 | -1,503 | -9.8% | -$43.22万 | 减仓 |
| DGRO | ISHARES TR | $381.76万 | 1.96% | 54,398 | 2,595 | 5.0% | $18.21万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $366.30万 | 1.88% | 107,830 | 339 | 0.3% | $1.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $356.11万 | 1.83% | 20,419 | 3,955 | 24.0% | $68.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $353.74万 | 1.81% | 12,026 | -53 | -0.4% | -$1.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $349.23万 | 1.79% | 10,886 | -141 | -1.3% | -$4.52万 | 减仓 |
| IQLT | ISHARES TR | $318.63万 | 1.63% | 68,923 | 568 | 0.8% | $2.63万 | 加仓 |
| ABBV | ABBVIE INC | $316.50万 | 1.62% | 14,552 | -75 | -0.5% | -$1.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $251.22万 | 1.29% | 6,787 | 66 | 1.0% | $2.44万 | 加仓 |
| CAT | CATERPILLAR INC | $242.55万 | 1.24% | 3,424 | 16 | 0.5% | $1.13万 | 加仓 |
| STPZ | PIMCO ETF TR | $235.55万 | 1.21% | 43,535 | 650 | 1.5% | $3.52万 | 加仓 |
| TJX | TJX COS INC NEW | $235.08万 | 1.21% | 14,720 | 745 | 5.3% | $11.90万 | 加仓 |
| GOOG | ALPHABET INC | $233.93万 | 1.20% | 8,155 | 748 | 10.1% | $21.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $233.03万 | 1.20% | 4,863 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $230.18万 | 1.18% | 24,782 | 416 | 1.7% | $3.86万 | 加仓 |
| IVV | ISHARES TR | $214.52万 | 1.10% | 3,284 | 1,144 | 53.5% | $74.73万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $203.91万 | 1.05% | 84,016 | -1,931 | -2.2% | -$4.69万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $187.52万 | 0.96% | 55,927 | -802 | -1.4% | -$2.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $184.82万 | 0.95% | 3,699 | 55 | 1.5% | $2.75万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $166.63万 | 0.85% | 71,455 | 2,135 | 3.1% | $4.98万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $166.46万 | 0.85% | 28,611 | 3,457 | 13.7% | $20.11万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $162.19万 | 0.83% | 4,699 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $158.86万 | 0.81% | 55,333 | -191 | -0.3% | -$5,484 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $154.93万 | 0.79% | 45,025 | 25,685 | 132.8% | $88.38万 | 加仓 |
| META | META PLATFORMS INC | $148.99万 | 0.76% | 2,604 | 183 | 7.6% | $10.47万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $142.80万 | 0.73% | 46,819 | 18,607 | 66.0% | $56.75万 | 加仓 |
| AVGO | BROADCOM INC | $142.10万 | 0.73% | 4,591 | -152 | -3.2% | -$4.70万 | 减仓 |
| ETN | EATON CORP PLC | $141.14万 | 0.72% | 3,946 | 196 | 5.2% | $7.01万 | 加仓 |
| — | EXXON MOBIL CORP | $140.92万 | 0.72% | 8,306 | -602 | -6.8% | -$10.21万 | 减仓 |
| HD | HOME DEPOT INC | $139.52万 | 0.72% | 4,242 | 111 | 2.7% | $3.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $138.42万 | 0.71% | 6,690 | -229 | -3.3% | -$4.74万 | 减仓 |
| IVW | ISHARES TR | $135.21万 | 0.69% | 11,954 | 2,235 | 23.0% | $25.28万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $133.07万 | 0.68% | 13,622 | -698 | -4.9% | -$6.82万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $126.96万 | 0.65% | 22,439 | 2,314 | 11.5% | $13.09万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $126.94万 | 0.65% | 9,177 | 3,758 | 69.3% | $51.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $111.79万 | 0.57% | 4,573 | 67 | 1.5% | $1.64万 | 加仓 |
| LLY | ELI LILLY & CO | $111.48万 | 0.57% | 1,212 | 75 | 6.6% | $6.90万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $110.95万 | 0.57% | 26,082 | 7,055 | 37.1% | $30.01万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $110.70万 | 0.57% | 30,837 | 16,489 | 114.9% | $59.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $108.10万 | 0.55% | 17,823 | -968 | -5.2% | -$5.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $104.01万 | 0.53% | 2,664 | 200 | 8.1% | $7.81万 | 加仓 |
| ENB | ENBRIDGE INC | $103.93万 | 0.53% | 19,196 | -500 | -2.5% | -$2.71万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $100.72万 | 0.52% | 12,499 | -1,035 | -7.6% | -$8.34万 | 减仓 |
| QUAL | ISHARES TR | $100.66万 | 0.52% | 5,248 | -139 | -2.6% | -$2.67万 | 减仓 |
| NFLX | NETFLIX INC. | $100.19万 | 0.51% | 10,420 | 2,040 | 24.3% | $19.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $94.98万 | 0.49% | 4,790 | 207 | 4.5% | $4.10万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $94.87万 | 0.49% | 34,842 | 13,889 | 66.3% | $37.82万 | 加仓 |
| DIS | DISNEY WALT CO | $94.73万 | 0.49% | 9,829 | 69 | 0.7% | $6,650 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $94.35万 | 0.48% | 23,476 | -57 | -0.2% | -$2,291 | 减仓 |
| — | HONEYWELL INTL INC | $87.02万 | 0.45% | 3,850 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $82.40万 | 0.42% | 6,200 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $81.57万 | 0.42% | 3,793 | 352 | 10.2% | $7.57万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $80.24万 | 0.41% | 22,155 | 4,799 | 27.7% | $17.38万 | 加仓 |
| SHOP | SHOPIFY INC | $80.07万 | 0.41% | 6,750 | 250 | 3.8% | $2.97万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $79.62万 | 0.41% | 6,380 | 406 | 6.8% | $5.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.72万 | 0.40% | 790 | 170 | 27.4% | $16.94万 | 加仓 |
| MDT | MEDTRONIC PLC | $77.34万 | 0.40% | 8,926 | -662 | -6.9% | -$5.74万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $76.77万 | 0.39% | 23,875 | 23,875 | — | $76.77万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $75.08万 | 0.39% | 3,258 | 218 | 7.2% | $5.02万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $74.61万 | 0.38% | 22,360 | 2,547 | 12.9% | $8.50万 | 加仓 |
| EFV | ISHARES TR | $74.48万 | 0.38% | 10,017 | -3,113 | -23.7% | -$23.15万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.37% | 1 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $71.58万 | 0.37% | 8,069 | 155 | 2.0% | $1.37万 | 加仓 |
| BAC | BANK AMERICA CORP | $71.43万 | 0.37% | 14,653 | 2,139 | 17.1% | $10.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.94万 | 0.36% | 4,790 | 961 | 25.1% | $14.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $69.64万 | 0.36% | 22,698 | 1,171 | 5.4% | $3.59万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.21万 | 0.35% | 1,550 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $69.21万 | 0.35% | 9,215 | 1,501 | 19.5% | $11.27万 | 加仓 |
| IEMG | ISHARES INC | $69.08万 | 0.35% | 9,904 | -2,126 | -17.7% | -$14.83万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $69.01万 | 0.35% | 26,281 | 16,474 | 168.0% | $43.26万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $68.34万 | 0.35% | 7,628 | 232 | 3.1% | $2.08万 | 加仓 |
| ACWX | ISHARES TR | $64.65万 | 0.33% | 9,442 | 9,442 | — | $64.65万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $63.45万 | 0.33% | 19,255 | 4,269 | 28.5% | $14.07万 | 加仓 |
| IAU | ISHARES GOLD TR | $61.28万 | 0.31% | 6,951 | -95 | -1.3% | -$8,375 | 减仓 |
| ABT | ABBOTT LABORATORIES | $60.17万 | 0.31% | 5,860 | 143 | 2.5% | $1.47万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $58.34万 | 0.30% | 11,235 | -1,413 | -11.2% | -$7.34万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $58.05万 | 0.30% | 19,928 | -11,638 | -36.9% | -$33.90万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $57.29万 | 0.29% | 14,912 | 1,931 | 14.9% | $7.42万 | 加仓 |
| TSLA | TESLA INC | $57.29万 | 0.29% | 1,541 | 65 | 4.4% | $2.42万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $56.90万 | 0.29% | 5,075 | 1,320 | 35.2% | $14.80万 | 加仓 |
| MINT | PIMCO ETF TR | $56.34万 | 0.29% | 5,602 | 216 | 4.0% | $2.17万 | 加仓 |
| CPRT | COPART INC | $53.58万 | 0.27% | 16,140 | 2,800 | 21.0% | $9.30万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $53.08万 | 0.27% | 3,900 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $51.84万 | 0.27% | 3,959 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.53万 | 0.26% | 2,126 | 242 | 12.8% | $5.87万 | 加仓 |
| AGG | ISHARES TR | $51.30万 | 0.26% | 5,168 | 5,168 | — | $51.30万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.84万 | 0.26% | 782 | 369 | 89.3% | $23.99万 | 加仓 |
| BA | BOEING CO | $50.81万 | 0.26% | 2,553 | 513 | 25.1% | $10.21万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $50.76万 | 0.26% | 22,722 | 22,722 | — | $50.76万 | 新建仓 |
| PSX | PHILLIPS 66 | $50.33万 | 0.26% | 2,763 | 2 | 0.1% | $364 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $50.03万 | 0.26% | 1,818 | 150 | 9.0% | $4.13万 | 加仓 |