Lebenthal Global Advisors, LLC 13F 持仓 · 2026年Q2
Lebenthal Global Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 7.41 亿美元。前几大持仓：ONEQ（7.40%）、SPY（5.44%）、GSIE（4.90%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ONEQ | FIDELITY COMWLTH TR | $54.9M | 7.40% | 531,655 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $40.3M | 5.44% | 53,972 | 减持 |
| 3 | GSIE | GOLDMAN SACHS ETF TR | $36.3M | 4.90% | 794,660 | 增持 |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $32.3M | 4.36% | 525,973 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $31.8M | 4.28% | 145,753 | 增持 |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $27.3M | 3.68% | 330,099 | 增持 |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | $26.4M | 3.56% | 520,742 | 增持 |
| 8 | AOR | ISHARES TR | $22.5M | 3.04% | 324,439 | 增持 |
| 9 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $16.2M | 2.18% | 663,814 | 减持 |
| 10 | AAPL | APPLE INC | $15.5M | 2.09% | 53,428 | 增持 |
| 11 | ONEY | SPDR SERIES TRUST | $14.5M | 1.96% | 113,557 | 减持 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $13.9M | 1.87% | 305,396 | 增持 |
| 13 | XLF | SELECT SECTOR SPDR TR | $13.8M | 1.87% | 258,311 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $12.1M | 1.64% | 32,786 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $10.7M | 1.44% | 53,307 | 减持 |
| 16 | XLV | SELECT SECTOR SPDR TR | $10.7M | 1.44% | 67,285 | 减持 |
| 17 | IWF | ISHARES TR | $10.4M | 1.40% | 83,858 | 增持 |
| 18 | VYM | VANGUARD WHITEHALL FDS | $9.7M | 1.30% | 61,227 | 增持 |
| 19 | VYMI | VANGUARD WHITEHALL FDS | $9.2M | 1.24% | 93,497 | 增持 |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $9.1M | 1.22% | 71,047 | 减持 |
| 21 | SJNK | SPDR SERIES TRUST | $8.7M | 1.18% | 348,842 | 增持 |
| 22 | AMAT | APPLIED MATLS INC | $8.2M | 1.10% | 11,276 | 减持 |
| 23 | IJH | ISHARES TR | $7.9M | 1.06% | 101,905 | 减持 |
| 24 | BND | VANGUARD BD INDEX FDS | $7.2M | 0.97% | 97,601 | 增持 |
| 25 | LLY | ELI LILLY & CO | $7.1M | 0.95% | 5,893 | 增持 |
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