Lantern Wealth Advisors, LLC
- SEC CIK
- 0001950218
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/15 申報。只含多頭部位。
- 持股檔數
- 148
- 2025 年第 1 季沒有申報
- 總值
- $1.68 億
- 2025 年第 1 季沒有申報
Lantern Wealth Advisors, LLC 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 88,731 | $894.6 萬 | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 35,774 | $734.0 萬 | 4.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,091 | $728.6 萬 | 4.3% | – | – | – |
| BXBlackstone Inc. | COM | 36,806 | $538.6 萬 | 3.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 66,383 | $488.8 萬 | 2.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 42,310 | $412.8 萬 | 2.5% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 37,582 | $411.9 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,107 | $398.4 萬 | 2.4% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 60,189 | $391.5 萬 | 2.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,260 | $384.4 萬 | 2.3% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 41,155 | $374.9 萬 | 2.2% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 55,538 | $355.1 萬 | 2.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 115,123 | $338.1 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,340 | $315.4 萬 | 1.9% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 64,492 | $278.7 萬 | 1.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 15,394 | $264.2 萬 | 1.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,342 | $259.5 萬 | 1.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,761 | $255.4 萬 | 1.5% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 102,296 | $249.4 萬 | 1.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,807 | $235.2 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,959 | $211.2 萬 | 1.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,651 | $195.7 萬 | 1.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 12,092 | $191.0 萬 | 1.1% | – | – | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 33,473 | $180.1 萬 | 1.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 14,150 | $174.7 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,306 | $173.8 萬 | 1.0% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 57,125 | $167.9 萬 | 1.0% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 46,722 | $166.8 萬 | 1.0% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 69,459 | $165.3 萬 | 1.0% | – | – | – |
| NEENextera Energy Inc | Stock | 23,600 | $163.8 萬 | 1.0% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 14,719 | $158.1 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,982 | $146.0 萬 | 0.9% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,654 | $144.5 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,754 | $141.8 萬 | 0.8% | – | – | – |
| CATCaterpillar Inc | Stock | 3,636 | $141.2 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 4,708 | $140.7 萬 | 0.8% | – | – | 歷史 |
| CPRTCopart Inc | COM | 28,000 | $137.4 萬 | 0.8% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,416 | $137.2 萬 | 0.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,567 | $134.2 萬 | 0.8% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 3,600 | $128.5 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,062 | $128.1 萬 | 0.8% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 27,486 | $127.2 萬 | 0.8% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,661 | $116.9 萬 | 0.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,404 | $109.4 萬 | 0.7% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,129 | $108.4 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,601 | $105.7 萬 | 0.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,257 | $103.6 萬 | 0.6% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 18,075 | $98.4 萬 | 0.6% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 3,201 | $97.4 萬 | 0.6% | – | – | – |
| CVXChevron Corp | Stock | 6,770 | $96.9 萬 | 0.6% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 705 | $94.4 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,046 | $94.2 萬 | 0.6% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 20,696 | $93.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 14,356 | $91.1 萬 | 0.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 30,982 | $90.5 萬 | 0.5% | – | – | – |
| SBUXStarbucks Corp | Stock | 9,450 | $86.6 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 9,310 | $81.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,933 | $80.5 萬 | 0.5% | – | – | – |
| SHOPShopify Inc. | Stock | 6,950 | $80.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,974 | $79.2 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,054 | $77.2 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 14,465 | $75.7 萬 | 0.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.4% | – | – | 歷史 |
| Capital Group Global Equity14020R107 | SHS | 24,323 | $71.0 萬 | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 15,001 | $71.0 萬 | 0.4% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,550 | $69.0 萬 | 0.4% | – | – | 歷史 |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 5,822 | $69.0 萬 | 0.4% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,944 | $67.2 萬 | 0.4% | – | – | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 18,220 | $60.9 萬 | 0.4% | – | – | – |
| OBDCBlue Owl Capital Corp | COM | 42,304 | $60.7 萬 | 0.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430123 | MARKETBETA US EQ | 7,013 | $60.0 萬 | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,634 | $59.1 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,771 | $56.3 萬 | 0.3% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 22,120 | $54.3 萬 | 0.3% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 3,900 | $54.3 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,343 | $53.9 萬 | 0.3% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 2,090 | $53.5 萬 | 0.3% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,673 | $52.4 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,743 | $51.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,961 | $50.9 萬 | 0.3% | – | – | – |
| HWMHowmet Aerospace Inc. | Stock | 2,659 | $49.5 萬 | 0.3% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,752 | $47.8 萬 | 0.3% | – | – | – |
| GPCGenuine Parts Co | Stock | 3,825 | $46.4 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 3,920 | $46.3 萬 | 0.3% | – | – | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 12,567 | $44.7 萬 | 0.3% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 2,775 | $44.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,574 | $44.6 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 17,201 | $41.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,149 | $41.3 萬 | 0.2% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 10,450 | $41.3 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 4,172 | $40.8 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 6,534 | $40.7 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 13,779 | $40.3 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,664 | $39.1 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 11,775 | $38.5 萬 | 0.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,430 | $38.4 萬 | 0.2% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 9,394 | $38.2 萬 | 0.2% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,138 | $38.0 萬 | 0.2% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,296 | $36.1 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 1,646 | $36.0 萬 | 0.2% | – | – | 歷史 |