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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 43
减持 73
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
ARP
ADVISORS INNER CIRCLE FD II
+$20.0M
802,600
清仓
USDU
WISDOMTREE TR
-$5.4M
0
-100%
清仓
SHV
ISHARES TR
-$3.3M
0
-100%
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。
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.9M
52,809
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.8M
0
-100%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$2.5M
0
-100%
减持
GLD
SPDR GOLD TR
-$2.2M
2,864
-83%
减持
IVV
ISHARES TR
-$2.1M
22,742
-25%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$2.1M
6,402
清仓
ICLN
ISHARES TR
-$1.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
13,490
+47%
减持
TLT
ISHARES TR
-$1.8M
37,906
-30%
建仓
DBMF
LITMAN GREGORY FDS TR
+$1.5M
51,801
增持
KMLM
KRANESHARES TR
+$1.4M
52,007
+786%
减持
MINT
PIMCO ETF TR
-$1.0M
31,780
-25%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$902.1K
44,035
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$840.4K
56,744
-23%
建仓
STIP
ISHARES TR
+$738.4K
7,615
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$693.4K
33,053
减持
TYL
TYLER TECHNOLOGIES INC
-$629.7K
18,164
-3%
建仓
USFR
WISDOMTREE TR
+$518.7K
10,319
建仓
SGOV
ISHARES TR
+$501.1K
5,004
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$445.7K
35,133
-18%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$419.6K
18,971
增持
AMZN
AMAZON COM INC
-$417.3K
19,199
+7%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$396.8K
4,804
增持
VTI
VANGUARD INDEX FDS
+$379.3K
8,145
+24%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$359.1K
15,405
增持
DVY
ISHARES TR
+$332.4K
5,169
+91%
减持
AAPL
APPLE INC
-$325.8K
18,496
-6%
清仓
IWB
ISHARES TR
-$316.0K
0
-100%
增持
TSLA
TESLA INC
-$313.6K
2,333
+3%
建仓
BSMO
INVESCO EXCH TRD SLF IDX FD
+$297.2K
12,008
建仓
CSCO
CISCO SYS INC
+$271.1K
5,691
减持
—
EXXON MOBIL CORP
+$263.9K
14,759
-6%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$261.2K
1,854
清仓
BTAL
AGF INVTS TR
-$253.0K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$241.2K
7,012
-46%
建仓
XLU
SELECT SECTOR SPDR TR
+$240.5K
3,412
清仓
XLF
SELECT SECTOR SPDR TR
-$238.0K
0
-100%
减持
DGRO
ISHARES TR
-$228.1K
5,918
-50%
建仓
GEF/B
GREIF INC
+$227.2K
2,904
清仓
VTEB
VANGUARD MUN BD FDS
-$227.0K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$226.6K
1,786
建仓
HDV
ISHARES TR
+$226.1K
2,169
增持
T
AT&T INC
+$223.2K
34,614
+28%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$222.3K
67,258
-22%
清仓
SJNK
SPDR SER TR
-$221.0K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$216.1K
642
建仓
—
TOTALENERGIES SE
+$208.4K
3,357
增持
VOO
VANGUARD INDEX FDS
+$207.5K
2,549
+22%
减持
NOBL
PROSHARES TR
-$204.5K
3,606
-45%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$203.1K
3,050
减持
GOOGL
ALPHABET INC
-$182.5K
10,728
-9%
减持
JPM
JPMORGAN CHASE & CO
+$182.2K
6,511
-2%
清仓
—
PROSHARES TR
-$181.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$162.3K
18,774
+7%
增持
ABBV
ABBVIE INC
+$157.4K
3,350
+17%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$156.5K
17,366
+75%
增持
PFE
PFIZER INC
+$143.4K
12,869
+9%
减持
META
META PLATFORMS INC
-$143.4K
5,149
-8%
减持
SPSB
SPDR SER TR
-$138.3K
8,805
-35%
增持
OMC
OMNICOM GROUP INC
+$137.4K
4,418
+25%
建仓
—
NEW YORK CMNTY BANCORP INC
+$124.0K
14,423
增持
XLK
SELECT SECTOR SPDR TR
+$123.7K
2,690
+51%
减持
LLY
LILLY ELI & CO
-$118.7K
1,029
-33%
减持
ORCL
ORACLE CORP
+$114.3K
8,103
-10%
增持
CVX
CHEVRON CORP NEW
+$106.9K
2,986
+0%
减持
QQQ
INVESCO QQQ TR
-$105.0K
8,131
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$103.8K
3,981
-6%
增持
PEP
PEPSICO INC
+$95.0K
2,939
+10%
减持
CAT
CATERPILLAR INC
+$94.8K
1,736
-11%
减持
EFV
ISHARES TR
+$89.1K
12,296
-0%
增持
SCHP
SCHWAB STRATEGIC TR
+$82.5K
12,830
+14%
减持
COR
AMERISOURCEBERGEN CORP
+$81.9K
3,240
-4%
减持
MRK
MERCK & CO INC
+$81.7K
4,918
-9%
增持
ENB
ENBRIDGE INC
+$80.2K
20,823
+5%
减持
SHM
SPDR SER TR
-$79.9K
6,729
-22%
减持
BKNG
BOOKING HOLDINGS INC
+$79.8K
246
-3%
增持
IJR
ISHARES TR
+$79.7K
4,805
+12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$79.1K
9,608
-16%
增持
VUSB
VANGUARD BD INDEX FDS
+$76.3K
10,476
+17%
增持
SCZ
ISHARES TR
+$76.0K
7,206
+6%
增持
JNJ
JOHNSON & JOHNSON
+$72.2K
2,379
+12%
减持
VTV
VANGUARD INDEX FDS
+$71.8K
5,249
-2%
增持
RWK
INVESCO EXCH TRADED FD TR II
+$67.7K
5,819
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$67.3K
4,119
+1%
增持
SPSM
SPDR SER TR
+$66.9K
12,034
+8%
减持
MSFT
MICROSOFT CORP
-$66.7K
8,249
-6%
减持
V
VISA INC
+$64.6K
4,166
-8%
增持
MBB
ISHARES TR
+$62.2K
4,768
+15%
减持
XLP
SELECT SECTOR SPDR TR
-$60.2K
3,323
-28%
增持
DUK
DUKE ENERGY CORP NEW
+$59.1K
2,934
+13%
减持
GOOG
ALPHABET INC
-$59.1K
5,048
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$58.2K
3,215
+3%
减持
NFLX
NETFLIX INC
+$57.8K
1,305
-6%
减持
IJH
ISHARES TR
-$56.3K
3,195
-16%
减持
SCHW
SCHWAB CHARLES CORP
+$55.3K
6,369
-4%
减持
CMCSA
COMCAST CORP NEW
+$55.0K
12,982
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$52.9K
10,339
-1%
减持
MA
MASTERCARD INCORPORATED
+$52.3K
1,896
-11%
增持
CSX
CSX CORP
+$52.2K
12,110
+0%
增持
VGT
VANGUARD WORLD FDS
+$51.8K
1,518
+8%
增持
ELV
ELEVANCE HEALTH INC
+$51.4K
800
+1%
减持
PG
PROCTER AND GAMBLE CO
+$48.6K
3,039
-7%
减持
SPIB
SPDR SER TR
-$48.0K
11,877
-13%
减持
ADI
ANALOG DEVICES INC
+$45.6K
1,869
-0%
减持
DIS
DISNEY WALT CO
-$45.1K
5,305
-1%
增持
CTAS
CINTAS CORP
+$42.1K
656
+0%
减持
HD
HOME DEPOT INC
-$41.5K
2,408
-17%
增持
UPS
UNITED PARCEL SERVICE INC
+$37.8K
1,736
+6%
减持
DHR
DANAHER CORPORATION
-$37.4K
1,886
-9%
减持
EFG
ISHARES TR
+$37.3K
4,696
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$37.2K
946
-11%
增持
BND
VANGUARD BD INDEX FDS
+$36.0K
27,310
+1%
减持
D
DOMINION ENERGY INC
-$35.9K
4,503
-0%
减持
WFC
WELLS FARGO CO NEW
-$35.8K
7,731
-12%
减持
MUNI
PIMCO ETF TR
-$34.9K
4,459
-15%
减持
USMV
ISHARES TR
-$32.0K
6,324
-14%
减持
PM
PHILIP MORRIS INTL INC
+$32.0K
4,930
-12%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$30.1K
7,796
-6%
减持
IQV
IQVIA HLDGS INC
+$29.4K
2,130
-5%
减持
MCD
MCDONALDS CORP
+$29.4K
1,072
-2%
减持
NVDA
NVIDIA CORPORATION
+$28.8K
1,668
-6%
减持
KMX
CARMAX INC
-$28.6K
5,393
-0%
减持
BDX
BECTON DICKINSON & CO
+$28.1K
936
-1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$27.0K
10,875
+1%
减持
DGRW
WISDOMTREE TR
-$25.5K
6,387
-16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.6K
8,122
+2%
减持
NVS
NOVARTIS AG
+$23.6K
2,949
-8%
减持
SCHD
SCHWAB STRATEGIC TR
+$22.2K
17,807
-11%
增持
—
HANESBRANDS INC
+$22.1K
15,262
+42%
减持
AMGN
AMGEN INC
-$21.1K
814
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
-$20.3K
12,937
-7%
减持
TXN
TEXAS INSTRS INC
-$19.2K
1,711
-12%
减持
KO
COCA COLA CO
+$19.1K
4,591
-6%
减持
WMT
WALMART INC
+$19.0K
1,629
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$18.3K
936
-17%
减持
FISV
FISERV INC
+$17.7K
2,500
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$17.4K
6,596
-4%
增持
MGK
VANGUARD WORLD FD
+$16.6K
1,375
+9%
减持
DBEF
DBX ETF TR
-$15.3K
7,003
-3%
增持
BALL
BALL CORP
+$13.2K
4,345
+0%
减持
GD
GENERAL DYNAMICS CORP
+$12.7K
978
-10%
减持
—
LINDE PLC
+$11.0K
926
-14%
增持
AGG
ISHARES TR
+$9.4K
4,417
+2%
增持
IEI
ISHARES TR
+$9.4K
2,084
+4%
增持
VUG
VANGUARD INDEX FDS
+$9.2K
1,146
+4%
减持
EMLC
VANECK ETF TRUST
+$9.2K
9,376
-2%
增持
IWY
ISHARES TR
+$7.4K
5,611
+0%
