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 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,257 | $103.6 萬 | 0.6% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,601 | $105.7 萬 | 0.6% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,129 | $108.4 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,404 | $109.4 萬 | 0.7% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,661 | $116.9 萬 | 0.7% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,486 | $127.2 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,062 | $128.1 萬 | 0.8% | – | – | – |
| ETNEaton Corp plc | Stock | 3,600 | $128.5 萬 | 0.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,567 | $134.2 萬 | 0.8% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,416 | $137.2 萬 | 0.8% | – | – | – |
| CPRTCopart Inc | COM | 28,000 | $137.4 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 4,708 | $140.7 萬 | 0.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,636 | $141.2 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,754 | $141.8 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 11,654 | $144.5 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,982 | $146.0 萬 | 0.9% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 14,719 | $158.1 萬 | 0.9% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 23,600 | $163.8 萬 | 1.0% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 69,459 | $165.3 萬 | 1.0% | – | – | – |
| CMCSAComcast Corp | Stock | 46,722 | $166.8 萬 | 1.0% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 57,125 | $167.9 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,306 | $173.8 萬 | 1.0% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 14,150 | $174.7 萬 | 1.0% | – | – | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 33,473 | $180.1 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,092 | $191.0 萬 | 1.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,651 | $195.7 萬 | 1.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,959 | $211.2 萬 | 1.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,807 | $235.2 萬 | 1.4% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 102,296 | $249.4 萬 | 1.5% | – | – | – |
| ABBVAbbVie Inc. | Stock | 13,761 | $255.4 萬 | 1.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,342 | $259.5 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,394 | $264.2 萬 | 1.6% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 64,492 | $278.7 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,340 | $315.4 萬 | 1.9% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 115,123 | $338.1 萬 | 2.0% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 55,538 | $355.1 萬 | 2.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 41,155 | $374.9 萬 | 2.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,260 | $384.4 萬 | 2.3% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 60,189 | $391.5 萬 | 2.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,107 | $398.4 萬 | 2.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 37,582 | $411.9 萬 | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 42,310 | $412.8 萬 | 2.5% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 66,383 | $488.8 萬 | 2.9% | – | – | – |
| BXBlackstone Inc. | COM | 36,806 | $538.6 萬 | 3.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,091 | $728.6 萬 | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 35,774 | $734.0 萬 | 4.4% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 88,731 | $894.6 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 266 | – | – | – | – | – |