Lantern Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Lantern Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 184 只证券，申报市值合计 2.18 亿美元。前几大持仓：AAPL（5.20%）、AVUS（5.07%）、RSP（3.85%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $11.3M | 5.20% | 39,217 | 增持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $11.1M | 5.07% | 86,529 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $8.4M | 3.85% | 39,534 | 增持 |
| 4 | AVUV | AMERICAN CENTY ETF TR | $5.9M | 2.70% | 47,327 | 减持 |
| 5 | BND | VANGUARD BD INDEX FDS | $5.6M | 2.58% | 76,676 | 增持 |
| 6 | AMZN | AMAZON COM INC | $5.3M | 2.41% | 22,116 | 减持 |
| 7 | LQD | ISHARES TR | $4.8M | 2.20% | 44,069 | 增持 |
| 8 | GOOGL | ALPHABET INC | $4.8M | 2.18% | 13,341 | 减持 |
| 9 | DGRO | ISHARES TR | $4.3M | 1.96% | 56,514 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $4.1M | 1.88% | 20,563 | 增持 |
| 11 | BX | BLACKSTONE INC | $4.0M | 1.83% | 33,912 | 减持 |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 1.82% | 107,628 | 减持 |
| 13 | VTI | VANGUARD INDEX FDS | $3.9M | 1.79% | 10,547 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $3.9M | 1.77% | 11,818 | 减持 |
| 15 | SCHW | SCHWAB CHARLES CORP | $3.8M | 1.73% | 40,907 | 减持 |
| 16 | IVV | ISHARES TR | $3.7M | 1.71% | 4,986 | 增持 |
| 17 | CAT | CATERPILLAR INC | $3.6M | 1.66% | 3,412 | 减持 |
| 18 | IQLT | ISHARES TR | $3.5M | 1.62% | 71,405 | 增持 |
| 19 | ABBV | ABBVIE INC | $3.4M | 1.54% | 13,353 | 减持 |
| 20 | GOOG | ALPHABET INC | $2.9M | 1.32% | 8,153 | 减持 |
| 21 | STPZ | PIMCO ETF TR | $2.7M | 1.24% | 50,663 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $2.6M | 1.20% | 7,029 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.03% | 4,514 | 减持 |
| 24 | SPHY | SPDR SERIES TRUST | $2.2M | 1.01% | 94,384 | 增持 |
| 25 | TJX | TJX COS INC NEW | $2.2M | 1.00% | 14,467 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR