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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 31增持 51减持 45清仓 23

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$3.1M

22,288 +33%

建仓

EFA ISHARES TR

+$2.0M

28,079

清仓

SHV ISHARES TR

-$1.9M

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。

增持

BIL SPDR SER TR

+$1.9M

23,183 +825%

清仓

LQD ISHARES TR

-$1.9M

0 -100%

建仓

PDBC INVESCO ACTVELY MNGD ETC FD

+$1.7M

121,854

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$1.6M

51,220 -37%

增持

GLD SPDR GOLD TR

+$1.6M

11,470 +362%

减持

BND VANGUARD BD INDEX FDS

-$1.6M

6,114 -78%

清仓

KMLM KRANESHARES TR

-$1.5M

0 -100%

清仓

DBMF LITMAN GREGORY FDS TR

-$1.3M

0 -100%

增持

QQQ INVESCO QQQ TR

+$1.2M

16,511 +8%

增持

TLT ISHARES TR

+$716.6K

41,918 +24%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$623.9K

1,615 -58%

清仓

BKNG BOOKING HOLDINGS INC

-$596.8K

0 -100%

减持

— INVESCO EXCH TRD SLF IDX FD

-$579.8K

32,858 -46%

减持

TYL TYLER TECHNOLOGIES INC

+$578.9K

15,580 -7%

清仓

SPTS SPDR SER TR

-$578.5K

0 -100%

清仓

SPSB SPDR SER TR

-$577.4K

0 -100%

增持

SPTL SPDR SER TR

+$525.3K

31,355 +135%

增持

SPIB SPDR SER TR

+$520.4K

29,438 +125%

减持

AAPL APPLE INC

+$507.0K

17,653 -0%

减持

GOOGL ALPHABET INC

-$488.2K

5,014 -52%

清仓

SCHW SCHWAB CHARLES CORP

-$467.6K

0 -100%

减持

SPY SPDR S&P 500 ETF TR

+$454.7K

13,668 -0%

减持

META META PLATFORMS INC

-$425.3K

1,812 -59%

清仓

IQV IQVIA HLDGS INC

-$423.6K

0 -100%

建仓

AVGO BROADCOM INC

+$422.2K

487

减持

ORCL ORACLE CORP

-$414.1K

2,227 -70%

增持

STIP ISHARES TR

+$380.7K

12,862 +46%

清仓

BSMO INVESCO EXCH TRD SLF IDX FD

-$371.4K

0 -100%

减持

BSV VANGUARD BD INDEX FDS

-$347.8K

2,842 -61%

清仓

KMX CARMAX INC

-$346.7K

0 -100%

清仓

ADI ANALOG DEVICES INC

-$344.6K

0 -100%

减持

GOOG ALPHABET INC

-$342.0K

1,671 -68%

清仓

APD AIR PRODS & CHEMS INC

-$322.8K

0 -100%

增持

AGG ISHARES TR

+$321.8K

7,648 +78%

建仓

— ROYAL CARIBBEAN GROUP

+$310.1K

2,989

建仓

QCOM QUALCOMM INC

+$302.5K

2,541

建仓

KMB KIMBERLY-CLARK CORP

+$296.0K

2,144

增持

SPGP INVESCO EXCHANGE TRADED FD T

+$282.5K

10,201 +35%

清仓

FISV FISERV INC

-$282.0K

0 -100%

建仓

IWF ISHARES TR

+$277.6K

1,009

增持

LLY LILLY ELI & CO

+$268.3K

1,184 +42%

建仓

AMAT APPLIED MATLS INC

+$261.6K

1,810

减持

PM PHILIP MORRIS INTL INC

-$257.8K

2,693 -50%

清仓

MUB ISHARES TR

-$253.8K

0 -100%

减持

— INVESCO EXCH TRD SLF IDX FD

-$253.4K

25,347 -32%

清仓

D DOMINION ENERGY INC

-$251.8K

0 -100%

建仓

MUNI PIMCO ETF TR

+$251.5K

4,852

减持

DIS DISNEY WALT CO

-$247.3K

3,151 -40%

建仓

MDLZ MONDELEZ INTL INC

+$240.8K

3,301

增持

MCD MCDONALDS CORP

+$239.9K

2,566 +36%

清仓

EMLC VANECK ETF TRUST

-$236.8K

0 -100%

建仓

COP CONOCOPHILLIPS

+$236.6K

2,284

建仓

SPLV INVESCO EXCH TRADED FD TR II

+$234.5K

3,734

清仓

WFC WELLS FARGO CO NEW

-$229.8K

0 -100%

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$227.6K

2,879

建仓

CAH CARDINAL HEALTH INC

+$223.8K

2,366

建仓

MO ALTRIA GROUP INC

+$223.3K

4,930

清仓

GD GENERAL DYNAMICS CORP

-$223.3K

0 -100%

建仓

— AMDOCS LTD

+$223.1K

2,257

建仓

BKLN INVESCO EXCH TRADED FD TR II

+$218.6K

10,392

清仓

BDX BECTON DICKINSON & CO

-$218.4K

0 -100%

建仓

PFG PRINCIPAL FINANCIAL GROUP IN

+$217.9K

2,873

建仓

BTAL AGF INVTS TR

+$216.5K

11,539

建仓

CLX CLOROX CO DEL

+$215.1K

1,353

清仓

XLP SELECT SECTOR SPDR TR

-$215.0K

0 -100%

增持

DGRW WISDOMTREE TR

+$214.6K

8,729 +48%

建仓

SO SOUTHERN CO

+$213.7K

3,042

建仓

BALL BALL CORP

+$209.6K

3,601

减持

VGIT VANGUARD SCOTTSDALE FDS

-$209.5K

4,364 -44%

建仓

XLY SELECT SECTOR SPDR TR

+$208.7K

1,229

建仓

VOT VANGUARD INDEX FDS

+$208.7K

1,014

清仓

SPYD SPDR SER TR

-$208.2K

0 -100%

建仓

TTD THE TRADE DESK INC

+$207.1K

2,682

建仓

ITOT ISHARES TR

+$206.5K

2,111

建仓

RSG REPUBLIC SVCS INC

+$206.2K

1,346

增持

VIG VANGUARD SPECIALIZED FUNDS

+$203.9K

10,879 +7%

建仓

IEMG ISHARES INC

+$203.0K

4,119

清仓

VLO VALERO ENERGY CORP

-$202.6K

0 -100%

建仓

— PATTERSON COS INC

+$201.2K

6,050

建仓

SYY SYSCO CORP

+$200.5K

2,702

建仓

ADP AUTOMATIC DATA PROCESSING IN

+$200.2K

911

减持

MBB ISHARES TR

-$193.4K

3,854 -34%

减持

NVDA NVIDIA CORPORATION

+$192.9K

1,481 -5%

减持

CMCSA COMCAST CORP NEW

-$189.6K

8,571 -40%

增持

PFE PFIZER INC

+$184.7K

19,145 +51%

减持

ARP ADVISORS INNER CIRCLE FD II

+$180.7K

592,008 -1%

增持

JNJ JOHNSON & JOHNSON

+$180.4K

3,217 +42%

增持

WM WASTE MGMT INC DEL

+$179.0K

2,524 +59%

增持

PEP PEPSICO INC

+$170.0K

3,550 +33%

减持

PPI INVESTMENT MANAGERS SER TR I

-$169.8K

69,243 -10%

增持

PG PROCTER AND GAMBLE CO

+$164.3K

4,032 +34%

减持

ENB ENBRIDGE INC

-$163.4K

7,904 -34%

减持

AMZN AMAZON COM INC

+$162.6K

17,072 -15%

增持

KO COCA COLA CO

+$160.9K

6,940 +68%

增持

SBUX STARBUCKS CORP

+$158.1K

4,296 +67%

增持

IUSB ISHARES TR

+$148.3K

7,760 +75%

增持

TSLA TESLA INC

+$146.9K

2,589 +1%

增持

VTI VANGUARD INDEX FDS

+$146.7K

7,927 +1%

减持

V VISA INC

-$141.7K

3,135 -20%

增持

DUK DUKE ENERGY CORP NEW

+$140.7K

4,162 +72%

减持

ADBE ADOBE SYSTEMS INCORPORATED

-$138.0K

546 -48%

增持

CVX CHEVRON CORP NEW

+$135.5K

4,333 +29%

增持

SPYM SPDR SER TR

+$133.4K

6,744 +49%

减持

— INVESCO EXCH TRD SLF IDX FD

-$131.3K

11,338 -33%

减持

— INVESCO EXCH TRD SLF IDX FD

-$129.1K

11,718 -33%

减持

JPM JPMORGAN CHASE & CO

-$127.0K

4,749 -24%

减持

— EXXON MOBIL CORP

-$125.5K

13,813 -6%

减持

OMC OMNICOM GROUP INC

-$121.2K

2,987 -30%

增持

SCHD SCHWAB STRATEGIC TR

+$111.6K

20,981 +9%

减持

XLK SELECT SECTOR SPDR TR

+$109.1K

13,135 -9%

减持

IWY ISHARES TR

+$106.4K

6,295 -2%

增持

MRK MERCK & CO INC

+$99.4K

5,473 +9%

增持

SHOP SHOPIFY INC

+$98.3K

5,438 +3%

增持

HD HOME DEPOT INC

+$94.1K

3,265 +5%

增持

VUSB VANGUARD BD INDEX FDS

+$93.8K

13,532 +17%

减持

SCHP SCHWAB STRATEGIC TR

-$87.3K

11,508 -11%

增持

EFG ISHARES TR

+$86.8K

6,202 +15%

减持

DVY ISHARES TR

-$75.2K

3,481 -13%

减持

COR AMERISOURCEBERGEN CORP

-$71.2K

2,326 -28%

减持

VOO VANGUARD INDEX FDS

+$68.6K

2,405 -1%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$63.7K

3,537 +10%

增持

CSCO CISCO SYS INC

+$62.3K

9,542 +16%

增持

USMV ISHARES TR

+$62.3K

6,370 +13%

增持

CSX CSX CORP

+$59.6K

12,173 +3%

增持

XNTK SPDR SER TR

+$58.3K

3,157 +0%

减持

XTWO BONDBLOXX ETF TRUST

-$56.1K

16,224 -5%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$55.9K

32,818 -3%

增持

VUG VANGUARD INDEX FDS

+$53.9K

1,355 +3%

增持

CAT CATERPILLAR INC

+$52.0K

1,816 +5%

增持

ABBV ABBVIE INC

-$49.7K

3,541 +7%

增持

— NEW YORK CMNTY BANCORP INC

+$49.3K

16,135 +10%

增持

F FORD MTR CO DEL

+$47.8K

13,721 +8%

增持

VEA VANGUARD TAX-MANAGED FDS

+$47.5K

10,139 +9%

增持

VZ VERIZON COMMUNICATIONS INC

+$45.2K

15,811 +13%

减持

VNQ VANGUARD INDEX FDS

-$44.1K

4,407 -11%

减持

VYM VANGUARD WHITEHALL FDS

-$42.5K

1,912 -18%

增持

T AT&T INC

-$41.9K

37,538 +13%

减持

MA MASTERCARD INCORPORATED

+$40.4K

1,509 -1%

增持

IJR ISHARES TR

+$39.4K

5,044 +5%

减持

VGT VANGUARD WORLD FDS

+$37.3K

1,494 -8%

减持

DHR DANAHER CORPORATION

-$33.5K

1,783 -3%

增持

— REGIS CORP MINN

+$33.4K

100,100 +43%

减持

EFV ISHARES TR

-$32.6K

11,492 -6%

增持

RWK INVESCO EXCH TRADED FD TR II

+$32.4K

5,651 +0%

增持

— LYONDELLBASELL INDUSTRIES N

+$31.9K

3,043 +15%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$29.2K

15,997 -5%

增持

LMT LOCKHEED MARTIN CORP

+$26.7K

901 +10%