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Latitude Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Latitude Advisors, LLC
报告期 2026-03-31 · CIK 0001843715
持仓数
213
前50大市值合计
$140.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 148 项
建仓 17
增持 73
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$5.6M
54,483
建仓
USDU
WISDOMTREE TR
+$5.4M
180,482
增持
IVV
ISHARES TR
+$4.8M
30,302
+91%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SHV
ISHARES TR
-$4.5M
30,313
-57%
增持
TYL
TYLER TECHNOLOGIES INC
+$2.9M
18,664
+74%
减持
UUP
INVESCO DB US DLR INDEX TR
-$2.3M
82,926
-52%
建仓
ICLN
ISHARES TR
+$1.9M
99,366
减持
PPI
INVESTMENT MANAGERS SER TR I
-$1.8M
86,057
-47%
清仓
EFA
ISHARES TR
-$1.6M
0
-100%
增持
MINT
PIMCO ETF TR
+$1.3M
42,143
+45%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.2M
42,717
+92%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
73,469
+45%
增持
GLD
SPDR GOLD TR
+$442.0K
17,294
+30%
建仓
VUSB
VANGUARD BD INDEX FDS
+$437.0K
8,923
减持
SPSB
SPDR SER TR
-$432.0K
13,593
-14%
建仓
SPIB
SPDR SER TR
+$426.0K
13,605
清仓
FLRN
SPDR SER TR
-$419.0K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$352.0K
173,883
-1%
清仓
ITOT
ISHARES TR
-$348.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$336.0K
8,495
+23%
清仓
GLDM
WORLD GOLD TR
-$334.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$327.0K
1,389
建仓
IWB
ISHARES TR
+$316.0K
1,600
增持
AAPL
APPLE INC
+$310.0K
19,744
+12%
建仓
TXN
TEXAS INSTRS INC
+$302.0K
1,952
增持
HD
HOME DEPOT INC
+$281.0K
2,905
+53%
减持
BND
VANGUARD BD INDEX FDS
-$271.0K
26,997
-8%
减持
VTV
VANGUARD INDEX FDS
-$271.0K
5,383
-24%
建仓
MUNI
PIMCO ETF TR
+$264.0K
5,261
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$239.0K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$238.0K
7,833
建仓
VUG
VANGUARD INDEX FDS
+$235.0K
1,100
建仓
IEI
ISHARES TR
+$230.0K
2,010
清仓
DIVY
TIDAL ETF TR
-$228.0K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$227.0K
4,706
建仓
KMLM
KRANESHARES TR
+$225.0K
5,871
清仓
SPYD
SPDR SER TR
-$221.0K
0
-100%
建仓
SJNK
SPDR SER TR
+$221.0K
9,307
清仓
LOW
LOWES COS INC
-$213.0K
0
-100%
建仓
WMT
WALMART INC
+$212.0K
1,633
清仓
VOE
VANGUARD INDEX FDS
-$212.0K
0
-100%
清仓
IEMG
ISHARES INC
-$209.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$208.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$203.0K
13,959
-3%
清仓
HDV
ISHARES TR
-$203.0K
0
-100%
减持
ENB
ENBRIDGE INC
-$200.0K
19,785
-10%
减持
VNQ
VANGUARD INDEX FDS
-$177.0K
5,402
-19%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$174.0K
17,559
-8%
增持
SPY
SPDR S&P 500 ETF TR
-$170.0K
9,190
+0%
增持
IWM
ISHARES TR
+$160.0K
2,399
+72%
增持
AMZN
AMAZON COM INC
+$155.0K
17,962
+2%
减持
KMX
CARMAX INC
-$148.0K
5,406
-3%
减持
CMCSA
COMCAST CORP NEW
-$144.0K
13,614
-2%
减持
IJH
ISHARES TR
-$130.0K
3,782
-11%
减持
AGG
ISHARES TR
-$128.0K
4,350
-19%
增持
SCHW
SCHWAB CHARLES CORP
+$112.0K
6,603
+15%
减持
PEP
PEPSICO INC
-$110.0K
2,672
-18%
增持
MSFT
MICROSOFT CORP
+$108.0K
8,781
+16%
增持
META
META PLATFORMS INC
-$99.0K
5,621
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$98.0K
1,066
-14%
减持
AEP
AMERICAN ELEC PWR CO INC
-$96.0K
2,544
-23%
增持
PFE
PFIZER INC
-$93.0K
11,798
+2%
增持
BALL
BALL CORP
-$88.0K
4,329
+0%
增持
TSLA
TESLA INC
+$85.0K
2,265
+195%
增持
V
VISA INC
-$85.0K
4,509
+0%
减持
SCZ
ISHARES TR
-$84.0K
6,785
-11%
增持
T
AT&T INC
-$82.0K
26,975
+14%
减持
MA
MASTERCARD INCORPORATED
-$81.0K
2,135
-2%
增持
PM
PHILIP MORRIS INTL INC
-$77.0K
5,627
+2%
建仓
—
HANESBRANDS INC
+$75.0K
10,750
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$74.0K
26,971
-9%
增持
DIS
DISNEY WALT CO
+$73.0K
5,362
+17%
增持
—
EXXON MOBIL CORP
+$72.0K
15,618
+4%
减持
EFV
ISHARES TR
-$70.0K
12,329
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$66.0K
19,910
+13%
减持
BTAL
AGF INVTS TR
-$65.0K
12,434
-15%
增持
USMV
ISHARES TR
+$65.0K
7,383
+22%
增持
DVY
ISHARES TR
+$64.0K
2,713
+41%
增持
ORCL
ORACLE CORP
-$64.0K
8,980
+3%
减持
MBB
ISHARES TR
-$62.0K
4,148
-16%
减持
BSV
VANGUARD BD INDEX FDS
-$61.0K
6,872
-8%
减持
EFG
ISHARES TR
-$59.0K
4,899
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$57.0K
10,474
-3%
增持
VTI
VANGUARD INDEX FDS
-$55.0K
6,563
+0%
增持
VOO
VANGUARD INDEX FDS
+$54.0K
2,096
+15%
增持
SRLN
SSGA ACTIVE ETF TR
+$54.0K
12,931
+0%
减持
LQDH
ISHARES U S ETF TR
-$53.0K
2,468
-18%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$51.0K
7,998
-3%
减持
SPSM
SPDR SER TR
-$48.0K
11,094
-6%
减持
D
DOMINION ENERGY INC
-$48.0K
4,513
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$38.0K
4,075
+17%
减持
UPS
UNITED PARCEL SERVICE INC
-$37.0K
1,634
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$37.0K
8,327
-3%
增持
DHR
DANAHER CORPORATION
+$36.0K
2,081
+5%
增持
VGT
VANGUARD WORLD FDS
+$36.0K
1,407
+20%
增持
DGRO
ISHARES TR
-$35.0K
11,777
+0%
增持
NOBL
PROSHARES TR
-$34.0K
6,614
+0%
增持
NVDA
NVIDIA CORPORATION
-$34.0K
1,772
+8%
增持
GOOG
ALPHABET INC
-$32.0K
5,269
+2042%
增持
SCHP
SCHWAB STRATEGIC TR
-$31.0K
11,240
+2%
增持
LMT
LOCKHEED MARTIN CORP
-$31.0K
1,132
+4%
增持
IWY
ISHARES TR
-$30.0K
5,598
+0%
减持
WFC
WELLS FARGO CO NEW
-$29.0K
8,815
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$29.0K
3,741
+7%
增持
XNTK
SPDR SER TR
-$28.0K
3,205
+0%
减持
NVS
NOVARTIS AG
-$27.0K
3,205
-0%
增持
CVX
CHEVRON CORP NEW
+$26.0K
2,985
+7%
减持
SBUX
STARBUCKS CORP
+$25.0K
3,285
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$25.0K
3,112
-1%
减持
BDX
BECTON DICKINSON & CO
-$23.0K
941
-0%
增持
XLP
SELECT SECTOR SPDR TR
-$23.0K
4,618
+2%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$22.0K
9,921
-9%
增持
CSX
CSX CORP
-$22.0K
12,108
+2%
减持
COR
AMERISOURCEBERGEN CORP
-$21.0K
3,361
-0%
增持
RWK
INVESCO EXCH TRADED FD TR II
-$21.0K
5,804
+0%
增持
SHM
SPDR SER TR
-$21.0K
8,585
+611%
减持
MTB
M & T BK CORP
+$20.0K
1,605
-3%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$20.0K
26,628
-6%
增持
IJR
ISHARES TR
-$19.0K
4,296
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$18.0K
10,775
-3%
减持
EMLC
VANECK ETF TRUST
-$17.0K
9,570
-0%
减持
ADI
ANALOG DEVICES INC
-$16.0K
1,877
-1%
减持
—
PROSHARES TR
-$15.0K
10,481
-12%
增持
—
REGIS CORP MINN
+$15.0K
100,000
+25%
增持
MRK
MERCK & CO INC
+$14.0K
5,387
+9%
增持
F
FORD MTR CO DEL
+$13.0K
13,558
+9%
增持
OMC
OMNICOM GROUP INC
+$12.0K
3,539
+7%
增持
WM
WASTE MGMT INC DEL
+$12.0K
1,567
+0%
增持
—
LINDE PLC
+$12.0K
1,080
+11%
增持
PG
PROCTER AND GAMBLE CO
-$12.0K
3,263
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.0K
4,216
+3%
增持
CTAS
CINTAS CORP
+$10.0K
655
+0%
增持
DGRW
WISDOMTREE TR
+$9.0K
7,620
+9%
增持
JNJ
JOHNSON & JOHNSON
-$9.0K
2,132
+6%
增持
AMGN
AMGEN INC
-$9.0K
1,041
+4%
增持
JPM
JPMORGAN CHASE & CO
-$8.0K
6,615
+7%
增持
CAT
CATERPILLAR INC
-$8.0K
1,958
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.0K
11,382
+6%
增持
MCD
MCDONALDS CORP
-$6.0K
1,096
+4%
增持
XLK
SELECT SECTOR SPDR TR
-$6.0K
1,780
+4%
增持
DBEF
DBX ETF TR
-$5.0K
7,185
+2%
增持
DUK
DUKE ENERGY CORP NEW
-$5.0K
2,608
+13%
增持
LLY
LILLY ELI & CO
+$5.0K
1,532
+1%
增持
SCHO
SCHWAB STRATEGIC TR
-$4.0K
6,044
+0%
增持
GOOGL
ALPHABET INC
-$4.0K
11,799
+2169%
增持
ABBV
ABBVIE INC
-$3.0K
2,858
+13%
增持
CMBS
ISHARES TR
-$2.0K
4,545
+4%
增持
KO
COCA COLA CO
+$0
4,867
+12%
