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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 74
减持 43
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
EFA
ISHARES TR
-$2.0M
0
-100%
增持
BIL
SPDR SER TR
+$1.9M
43,378
+87%
建仓
ROE
EA SERIES TRUST
+$1.4M
60,861
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
TYL
TYLER TECHNOLOGIES INC
-$665.6K
15,080
-3%
增持
TLT
ISHARES TR
-$513.3K
42,866
+2%
减持
ARP
ADVISORS INNER CIRCLE FD II
-$423.2K
590,720
-0%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$417.4K
52,619
-24%
增持
AAPL
APPLE INC
-$354.4K
17,929
+2%
减持
QQQ
INVESCO QQQ TR
-$332.3K
16,097
-3%
建仓
BSMO
INVESCO EXCH TRD SLF IDX FD
+$305.5K
12,397
减持
SPY
SPDR S&P 500 ETF TR
-$283.9K
13,509
-1%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$264.8K
14,096
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$256.8K
10,256
减持
DGRW
WISDOMTREE TR
-$256.0K
5,133
-41%
清仓
MUNI
PIMCO ETF TR
-$251.5K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$229.6K
9,372
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$227.6K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$227.1K
35,971
+42%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$224.5K
9,766
清仓
MO
ALTRIA GROUP INC
-$223.3K
0
-100%
清仓
—
AMDOCS LTD
-$223.1K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$219.2K
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$218.6K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$217.9K
0
-100%
建仓
—
TOTALENERGIES SE
+$216.0K
3,284
清仓
CLX
CLOROX CO DEL
-$215.1K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$214.2K
0
-100%
清仓
SO
SOUTHERN CO
-$213.7K
0
-100%
建仓
GOVT
ISHARES TR
+$212.2K
9,628
清仓
FIVE
FIVE BELOW INC
-$211.7K
0
-100%
清仓
GEF/B
GREIF INC
-$209.9K
0
-100%
清仓
BALL
BALL CORP
-$209.6K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$208.7K
0
-100%
建仓
KMLM
KRANESHARES TR
+$208.7K
6,408
清仓
VOT
VANGUARD INDEX FDS
-$208.7K
0
-100%
清仓
ITOT
ISHARES TR
-$206.5K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$206.2K
0
-100%
建仓
GSK
GSK PLC
+$203.3K
5,608
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$201.3K
10,009
清仓
—
PATTERSON COS INC
-$201.2K
0
-100%
建仓
IWB
ISHARES TR
+$200.8K
855
清仓
SYY
SYSCO CORP
-$200.5K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$186.1K
41,700
+27%
减持
XLK
SELECT SECTOR SPDR TR
-$173.2K
12,874
-2%
减持
VTI
VANGUARD INDEX FDS
-$170.6K
7,417
-6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$164.6K
17,227
+60%
减持
JNJ
JOHNSON & JOHNSON
-$157.8K
2,406
-25%
增持
SPYM
SPDR SER TR
+$151.2K
10,001
+48%
减持
MINT
PIMCO ETF TR
-$150.0K
15,747
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$148.2K
13,923
-13%
增持
MSFT
MICROSOFT CORP
-$140.3K
7,107
+1%
增持
NVDA
NVIDIA CORPORATION
+$129.8K
1,738
+17%
减持
—
EXXON MOBIL CORP
+$126.5K
13,675
-1%
增持
IWF
ISHARES TR
+$118.1K
1,488
+47%
清仓
—
REGIS CORP MINN
-$111.1K
0
-100%
增持
SPIB
SPDR SER TR
+$108.5K
33,506
+14%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$106.2K
117,994
-3%
减持
IWY
ISHARES TR
-$101.9K
5,826
-7%
增持
IUSB
ISHARES TR
+$99.8K
10,355
+33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$99.6K
15,070
-5%
增持
LLY
ELI LILLY & CO
+$96.4K
1,214
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$94.7K
14,030
+40%
增持
AGG
ISHARES TR
+$93.5K
8,961
+17%
减持
SCHP
SCHWAB STRATEGIC TR
-$92.2K
10,123
-12%
增持
IVV
ISHARES TR
-$89.6K
22,924
+3%
增持
CVX
CHEVRON CORP NEW
+$87.0K
4,559
+5%
增持
MPC
MARATHON PETE CORP
+$84.8K
1,910
+9%
减持
HD
HOME DEPOT INC
-$84.2K
3,078
-6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$83.5K
27,141
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$80.6K
1,193
+10%
减持
UPS
UNITED PARCEL SERVICE INC
-$79.7K
1,999
-8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$77.5K
31,248
-5%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$77.3K
10,997
+8%
增持
CAT
CATERPILLAR INC
+$76.5K
1,917
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$75.7K
10,885
+0%
增持
GOOGL
ALPHABET INC
+$75.6K
5,164
+3%
增持
MCD
MCDONALDS CORP
-$75.0K
2,622
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$74.9K
7,614
+34%
减持
MRK
MERCK & CO INC
-$74.2K
5,413
-1%
减持
USMV
ISHARES TR
-$71.7K
5,551
-13%
增持
GLD
SPDR GOLD TR
-$69.9K
11,518
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$64.8K
1,913
-11%
减持
OMC
OMNICOM GROUP INC
-$64.2K
2,954
-1%
减持
KO
COCA COLA CO
-$60.0K
6,394
-8%
增持
AMZN
AMAZON COM INC
-$52.9K
17,091
+0%
减持
ENB
ENBRIDGE INC
-$52.8K
7,255
-8%
增持
WM
WASTE MGMT INC DEL
-$52.4K
2,528
+0%
增持
PEP
PEPSICO INC
-$52.2K
3,572
+1%
减持
CSCO
CISCO SYS INC
-$51.0K
8,234
-14%
减持
PM
PHILIP MORRIS INTL INC
-$50.0K
2,300
-15%
减持
VOE
VANGUARD INDEX FDS
-$48.7K
4,160
-3%
减持
VGT
VANGUARD WORLD FDS
-$48.2K
1,476
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$46.0K
3,957
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$45.0K
11,738
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$43.8K
3,127
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$43.4K
52,102
+2%
增持
EFG
ISHARES TR
-$40.5K
6,387
+3%
增持
SHOP
SHOPIFY INC
-$39.8K
5,708
+5%
增持
COP
CONOCOPHILLIPS
+$39.7K
2,307
+1%
减持
VNQ
VANGUARD INDEX FDS
-$39.7K
4,343
-1%
增持
NFLX
NETFLIX INC
-$38.2K
874
+5%
减持
SBUX
STARBUCKS CORP
-$35.3K
4,276
-0%
增持
QCOM
QUALCOMM INC
+$33.2K
3,023
+19%
增持
MBB
ISHARES TR
+$33.0K
4,419
+15%
增持
SCHD
SCHWAB STRATEGIC TR
-$32.4K
21,075
+0%
增持
XTWO
BONDBLOXX ETF TRUST
+$31.8K
16,947
+4%
减持
DVY
ISHARES TR
-$31.6K
3,370
-3%
增持
IJH
ISHARES TR
-$31.3K
2,988
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$30.9K
1,089
+21%
增持
EFV
ISHARES TR
+$30.8K
12,124
+5%
减持
AMGN
AMGEN INC
-$29.6K
761
-28%
减持
—
LYONDELLBASELL INDUSTRIES N
-$29.5K
2,640
-13%
增持
ORCL
ORACLE CORP
-$29.2K
2,228
+0%
增持
VOO
VANGUARD INDEX FDS
-$28.8K
2,421
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$27.6K
3,541
+0%
增持
T
AT&T INC
-$27.2K
38,048
+1%
减持
V
VISA INC
-$26.9K
3,120
-0%
增持
IJR
ISHARES TR
-$26.0K
5,053
+0%
增持
TSLA
TESLA INC
-$25.8K
2,605
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$25.5K
1,772
+6%
增持
GOOG
ALPHABET INC
+$24.4K
1,718
+3%
增持
NOBL
PROSHARES TR
-$23.7K
4,138
+0%
增持
VTV
VANGUARD INDEX FDS
+$23.5K
4,186
+7%
增持
PFE
PFIZER INC
-$23.3K
20,469
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$21.2K
920
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$20.3K
1,630
+1%
增持
WMT
WALMART INC
+$20.1K
1,496
+7%
减持
CMCSA
COMCAST CORP NEW
+$19.8K
8,479
-1%
减持
RWK
INVESCO EXCH TRADED FD TR II
-$19.2K
5,581
-1%
增持
PG
PROCTER AND GAMBLE CO
-$17.7K
4,073
+1%
减持
META
META PLATFORMS INC
+$17.4K
1,790
-1%
增持
STIP
ISHARES TR
+$17.2K
13,130
+2%
增持
IWM
ISHARES TR
-$17.2K
2,326
+2%
增持
DIS
DISNEY WALT CO
-$16.9K
3,262
+4%
增持
DBEF
DBX ETF TR
+$16.2K
7,063
+8%
增持
AVGO
BROADCOM INC
-$14.6K
491
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$14.5K
3,050
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.9K
8,357
+8%
减持
BTAL
AGF INVTS TR
-$13.6K
10,215
-11%
增持
BND
VANGUARD BD INDEX FDS
+$13.3K
6,560
+7%
增持
TXN
TEXAS INSTRS INC
-$13.2K
1,775
+8%
增持
TTD
THE TRADE DESK INC
+$12.9K
2,815
+5%
减持
ABBV
ABBVIE INC
-$12.9K
3,115
-12%
增持
IEMG
ISHARES INC
+$12.5K
4,528
+10%
增持
MGK
VANGUARD WORLD FD
-$11.4K
1,361
+0%
增持
CSX
CSX CORP
-$11.0K
13,140
+8%
减持
QUAL
ISHARES TR
-$11.0K
2,070
-2%
减持
ELV
ELEVANCE HEALTH INC
-$10.6K
917
-1%
增持
COR
CENCORA INC
+$10.4K
2,545
+9%
增持
SGOV
ISHARES TR
+$10.2K
5,197
+2%
