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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 24
增持 45
减持 65
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
ARP
ADVISORS INNER CIRCLE FD II
-$5.1M
597,233
-26%
增持
QQQ
INVESCO QQQ TR
+$2.8M
15,331
+89%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$2.1M
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
SHV
ISHARES TR
+$1.9M
17,581
建仓
LQD
ISHARES TR
+$1.9M
17,184
减持
IVV
ISHARES TR
-$1.9M
16,734
-26%
增持
XLK
SELECT SECTOR SPDR TR
+$1.8M
14,400
+435%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
81,897
+55%
减持
MINT
PIMCO ETF TR
-$1.4M
17,426
-45%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
33,812
-40%
建仓
XTWO
BONDBLOXX ETF TRUST
+$853.0K
17,098
建仓
VOE
VANGUARD INDEX FDS
+$578.7K
4,317
建仓
SPTS
SPDR SER TR
+$578.5K
19,792
清仓
USFR
WISDOMTREE TR
-$518.7K
0
-100%
减持
AAPL
APPLE INC
+$513.8K
17,690
-4%
增持
AMZN
AMAZON COM INC
+$450.2K
19,972
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$445.1K
13,689
+1%
建仓
SPTL
SPDR SER TR
+$412.2K
13,349
减持
MSFT
MICROSOFT CORP
+$389.8K
8,214
-0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$378.1K
28,738
-18%
减持
ENB
ENBRIDGE INC
-$357.1K
11,980
-42%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$356.5K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$353.7K
60,987
+38%
建仓
—
LINDE PLC
+$326.0K
917
减持
META
META PLATFORMS INC
+$325.6K
4,460
-13%
建仓
APD
AIR PRODS & CHEMS INC
+$322.8K
1,124
增持
SPSB
SPDR SER TR
+$318.7K
19,486
+121%
清仓
SHM
SPDR SER TR
-$316.1K
0
-100%
清仓
—
LINDE PLC
-$302.0K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$286.8K
0
-100%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$268.8K
10,777
建仓
QUAL
ISHARES TR
+$266.4K
2,148
建仓
MUB
ISHARES TR
+$253.8K
2,356
建仓
SHOP
SHOPIFY INC
+$252.9K
5,276
建仓
—
LYONDELLBASELL INDUSTRIES N
+$247.5K
2,637
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$246.7K
7,545
+57%
建仓
VYM
VANGUARD WHITEHALL FDS
+$245.4K
2,326
增持
MCD
MCDONALDS CORP
+$243.5K
1,881
+75%
增持
TSLA
TESLA INC
+$243.3K
2,558
+10%
清仓
XLU
SELECT SECTOR SPDR TR
-$240.5K
0
-100%
清仓
IEI
ISHARES TR
-$239.4K
0
-100%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$237.6K
10,030
建仓
SCHZ
SCHWAB STRATEGIC TR
+$236.9K
5,051
建仓
BIL
SPDR SER TR
+$230.0K
2,505
清仓
MUNI
PIMCO ETF TR
-$229.1K
0
-100%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$228.3K
77,246
+15%
清仓
HDV
ISHARES TR
-$226.1K
0
-100%
减持
DBMF
LITMAN GREGORY FDS TR
-$225.4K
48,766
-6%
清仓
BALL
BALL CORP
-$222.2K
0
-100%
建仓
FIVE
FIVE BELOW INC
+$221.8K
1,077
建仓
SPYM
SPDR SER TR
+$218.0K
4,528
建仓
MPC
MARATHON PETE CORP
+$216.1K
1,603
清仓
LQDH
ISHARES U S ETF TR
-$216.0K
0
-100%
增持
IWY
ISHARES TR
+$215.3K
6,418
+14%
清仓
—
SOUTH JERSEY INDS INC
-$213.2K
0
-100%
清仓
CMBS
ISHARES TR
-$212.6K
0
-100%
清仓
—
TOTALENERGIES SE
-$208.4K
0
-100%
建仓
SPYD
SPDR SER TR
+$208.2K
5,478
建仓
IUSB
ISHARES TR
+$204.6K
4,433
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$202.2K
5,848
减持
NVDA
NVIDIA CORPORATION
+$189.7K
1,561
-6%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$189.0K
1,051
+64%
减持
VTV
VANGUARD INDEX FDS
-$178.3K
4,044
-23%
减持
TLT
ISHARES TR
-$175.5K
33,829
-11%
增持
CSCO
CISCO SYS INC
+$160.2K
8,252
+45%
增持
HD
HOME DEPOT INC
+$159.8K
3,118
+29%
减持
DVY
ISHARES TR
-$153.9K
4,007
-22%
减持
PFE
PFIZER INC
-$141.9K
12,685
-1%
减持
GOOGL
ALPHABET INC
+$141.8K
10,492
-2%
增持
VGT
VANGUARD WORLD FDS
+$138.4K
1,617
+7%
增持
STIP
ISHARES TR
+$136.3K
8,814
+16%
减持
KMLM
KRANESHARES TR
-$125.2K
49,647
-5%
增持
EFG
ISHARES TR
+$111.6K
5,390
+15%
增持
MBB
ISHARES TR
+$110.6K
5,836
+22%
建仓
PFLT
PENNANTPARK FLOATING RATE CA
+$107.9K
10,170
减持
MA
MASTERCARD INCORPORATED
-$106.3K
1,522
-20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$104.3K
10,150
+6%
减持
BKNG
BOOKING HOLDINGS INC
+$101.0K
225
-9%
清仓
—
HANESBRANDS INC
-$97.1K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$96.5K
37,476
+13%
增持
GOOG
ALPHABET INC
+$96.3K
5,233
+4%
增持
CMCSA
COMCAST CORP NEW
+$91.8K
14,396
+11%
减持
WFC
WELLS FARGO CO NEW
-$89.4K
6,148
-20%
减持
LLY
LILLY ELI & CO
-$89.1K
836
-19%
增持
UPS
UNITED PARCEL SERVICE INC
+$87.7K
2,008
+16%
增持
VUG
VANGUARD INDEX FDS
+$85.3K
1,321
+15%
增持
XNTK
SPDR SER TR
+$77.1K
3,153
+0%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$74.2K
14,917
+24%
减持
DUK
DUKE ENERGY CORP NEW
-$69.3K
2,413
-18%
减持
JNJ
JOHNSON & JOHNSON
-$68.1K
2,272
-4%
减持
DIS
DISNEY WALT CO
+$67.7K
5,279
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$67.4K
821
-12%
增持
SCHD
SCHWAB STRATEGIC TR
+$66.9K
19,302
+8%
增持
BSV
VANGUARD BD INDEX FDS
+$66.0K
7,355
+12%
增持
SCHW
SCHWAB CHARLES CORP
-$62.7K
8,928
+40%
增持
VUSB
VANGUARD BD INDEX FDS
+$58.1K
11,605
+11%
增持
BND
VANGUARD BD INDEX FDS
+$56.0K
27,333
+0%
减持
JPM
JPMORGAN CHASE & CO
-$55.5K
6,275
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$55.3K
3,804
-4%
减持
TYL
TYLER TECHNOLOGIES INC
+$53.5K
16,664
-8%
减持
MTB
M & T BK CORP
-$53.5K
1,890
-2%
增持
NOBL
PROSHARES TR
+$53.0K
4,137
+15%
增持
SPIB
SPDR SER TR
+$46.8K
13,076
+10%
减持
OMC
OMNICOM GROUP INC
+$45.0K
4,297
-3%
减持
USMV
ISHARES TR
-$44.8K
5,653
-11%
减持
—
REGIS CORP MINN
-$44.3K
70,000
-30%
减持
PEP
PEPSICO INC
-$43.5K
2,674
-9%
减持
VTI
VANGUARD INDEX FDS
+$42.2K
7,837
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$41.7K
16,824
-10%
减持
MGK
VANGUARD WORLD FD
+$41.6K
1,360
-1%
减持
DHR
DANAHER CORPORATION
-$39.3K
1,830
-3%
减持
NFLX
NETFLIX INC
-$39.1K
1,001
-23%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$38.8K
16,892
+10%
减持
ADI
ANALOG DEVICES INC
+$38.0K
1,747
-7%
减持
KO
COCA COLA CO
-$35.1K
4,142
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$33.1K
13,959
+8%
减持
XLP
SELECT SECTOR SPDR TR
-$32.8K
2,878
-13%
减持
GLD
SPDR GOLD TR
-$31.1K
2,482
-13%
减持
EFV
ISHARES TR
+$30.8K
12,260
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$30.2K
1,762
-5%
减持
FISV
FISERV INC
+$29.3K
2,495
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$27.1K
17,481
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$26.6K
4,028
-2%
增持
SCHP
SCHWAB STRATEGIC TR
+$26.2K
12,884
+0%
增持
IWM
ISHARES TR
+$25.7K
2,358
+4%
减持
VLO
VALERO ENERGY CORP
-$24.0K
1,451
-19%
减持
VNQ
VANGUARD INDEX FDS
-$21.9K
4,966
-6%
增持
PM
PHILIP MORRIS INTL INC
+$21.7K
5,354
+9%
减持
—
EXXON MOBIL CORP
-$21.0K
14,653
-1%
减持
CAT
CATERPILLAR INC
-$21.0K
1,725
-1%
减持
V
VISA INC
+$20.7K
3,931
-6%
减持
DGRO
ISHARES TR
-$19.8K
5,522
-7%
减持
CSX
CSX CORP
-$19.7K
11,874
-2%
减持
BDX
BECTON DICKINSON & CO
-$19.7K
882
-6%
减持
DGRW
WISDOMTREE TR
-$18.2K
5,891
-8%
增持
FIS
FIDELITY NATL INFORMATION SV
-$17.0K
4,649
+17%
减持
ORCL
ORACLE CORP
+$17.0K
7,311
-10%
减持
WMT
WALMART INC
-$16.1K
1,458
-10%
减持
GEF/B
GREIF INC
-$15.7K
2,764
-5%
减持
VOO
VANGUARD INDEX FDS
+$15.3K
2,422
-5%
减持
ABBV
ABBVIE INC
-$14.6K
3,306
-1%
增持
MRK
MERCK & CO INC
-$13.6K
5,001
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$13.3K
9,313
-10%
减持
PG
PROCTER AND GAMBLE CO
-$13.2K
3,009
-1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$12.5K
10,975
+1%
减持
IJH
ISHARES TR
+$11.8K
3,136
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.4K
3,220
+0%
减持
RWK
INVESCO EXCH TRADED FD TR II
+$10.7K
5,632
-3%
增持
WM
WASTE MGMT INC DEL
+$10.6K
1,586
+0%
增持
CVX
CHEVRON CORP NEW
+$10.5K
3,348
+12%
