Lebenthal Wealth Advisors, LLC 13F 持仓 · 最近申报 2016年Q2
Lebenthal Wealth Advisors 在 2016年Q2（报告期截至 2016-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 3,395.40 万美元。前几大持仓：IVW（5.38%）、CMCSA（3.79%）、IWF（3.77%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $1.8M | 5.38% | 15,683 | 新建仓 |
| 2 | CMCSA | COMCAST CORP NEW | $1.3M | 3.79% | 19,756 | 新建仓 |
| 3 | IWF | ISHARES TR | $1.3M | 3.77% | 12,758 | 新建仓 |
| 4 | VIG | VANGUARD SPECIALIZED PORTFOL | $1.1M | 3.30% | 13,443 | 新建仓 |
| 5 | PFE | PFIZER INC | $1.0M | 2.97% | 28,646 | 新建仓 |
| 6 | GE | GENERAL ELECTRIC CO | $911,000 | 2.68% | 28,940 | 新建仓 |
| 7 | WFC | WELLS FARGO & CO NEW | $900,000 | 2.65% | 19,007 | 新建仓 |
| 8 | JNJ | JOHNSON & JOHNSON | $856,000 | 2.52% | 7,060 | 新建仓 |
| 9 | VZ | VERIZON COMMUNICATIONS INC | $761,000 | 2.24% | 13,629 | 新建仓 |
| 10 | AAPL | APPLE INC | $737,000 | 2.17% | 7,710 | 新建仓 |
| 11 | HD | HOME DEPOT INC | $672,000 | 1.98% | 5,261 | 新建仓 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $645,000 | 1.90% | 4,565 | 新建仓 |
| 13 | NEE | NEXTERA ENERGY INC | $618,000 | 1.82% | 4,741 | 新建仓 |
| 14 | JPM | JPMORGAN CHASE & CO | $597,000 | 1.76% | 9,608 | 新建仓 |
| 15 | BMY | BRISTOL MYERS SQUIBB CO | $586,000 | 1.73% | 7,967 | 新建仓 |
| 16 | XOM | EXXON MOBIL CORP | $583,000 | 1.72% | 6,216 | 新建仓 |
| 17 | V | VISA INC | $567,000 | 1.67% | 7,648 | 新建仓 |
| 18 | PG | PROCTER & GAMBLE CO | $564,000 | 1.66% | 6,664 | 新建仓 |
| 19 | MSFT | MICROSOFT CORP | $500,000 | 1.47% | 9,781 | 新建仓 |
| 20 | RTX | UNITED TECHNOLOGIES CORP | $497,000 | 1.46% | 4,842 | 新建仓 |
| 21 | AMZN | AMAZON COM INC | $481,000 | 1.42% | 672 | 新建仓 |
| 22 | IWD | ISHARES TR | $475,000 | 1.40% | 4,604 | 新建仓 |
| 23 | IWP | ISHARES TR | $450,000 | 1.33% | 4,808 | 新建仓 |
| 24 | MRK | MERCK & CO INC | $435,000 | 1.28% | 7,543 | 新建仓 |
| 25 | RTN | RAYTHEON CO | $433,000 | 1.28% | 3,187 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2016-06-30
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