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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 26
增持 46
减持 61
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$5.8M
0
-100%
减持
BIL
SPDR SER TR
-$3.7M
3,184
-93%
建仓
LQD
ISHARES TR
+$1.9M
16,851
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
EFA
ISHARES TR
+$1.8M
24,439
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.5M
23,847
-54%
建仓
SPTI
SPDR SER TR
+$1.3M
43,961
建仓
CSHI
NEOS ETF TRUST
+$1.2M
24,400
建仓
TLTW
ISHARES TR
+$1.1M
38,375
建仓
TIP
ISHARES TR
+$1.0M
9,737
减持
IVV
ISHARES TR
+$978.4K
22,660
-1%
清仓
SPTL
SPDR SER TR
-$941.6K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$868.8K
48,515
+55%
清仓
XTWO
BONDBLOXX ETF TRUST
-$828.7K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$763.7K
0
-100%
建仓
USFR
WISDOMTREE TR
+$665.3K
13,242
清仓
VOE
VANGUARD INDEX FDS
-$544.8K
0
-100%
减持
ARP
ADVISORS INNER CIRCLE FD II
-$515.1K
562,974
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$471.6K
13,142
-3%
增持
MSFT
MICROSOFT CORP
+$464.1K
7,202
+1%
建仓
TLH
ISHARES TR
+$446.9K
4,128
减持
AMZN
AMAZON COM INC
+$407.3K
16,980
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$398.9K
5,759
-59%
减持
STIP
ISHARES TR
-$374.5K
9,109
-31%
减持
TLT
ISHARES TR
+$365.7K
42,147
-2%
减持
AAPL
APPLE INC
+$355.9K
17,792
-1%
建仓
HDV
ISHARES TR
+$302.1K
2,962
减持
—
INVESCO EXCH TRD SLF IDX FD
-$289.5K
27,410
-34%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$275.3K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$273.3K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$273.1K
414
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$256.8K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$256.0K
113,385
-4%
建仓
BIV
VANGUARD BD INDEX FDS
+$254.2K
3,328
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$247.2K
3,041
减持
—
EXXON MOBIL CORP
-$245.1K
13,632
-0%
建仓
FIVE
FIVE BELOW INC
+$229.6K
1,077
清仓
BSV
VANGUARD BD INDEX FDS
-$229.3K
0
-100%
建仓
ITOT
ISHARES TR
+$225.2K
2,140
建仓
RSG
REPUBLIC SVCS INC
+$222.0K
1,346
清仓
TTD
THE TRADE DESK INC
-$220.0K
0
-100%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$213.1K
0
-100%
清仓
GOVT
ISHARES TR
-$212.2K
0
-100%
清仓
KMLM
KRANESHARES TR
-$208.7K
0
-100%
建仓
BALL
BALL CORP
+$207.2K
3,602
建仓
IWP
ISHARES TR
+$206.0K
1,972
建仓
AEP
AMERICAN ELEC PWR CO INC
+$204.0K
2,512
建仓
SO
SOUTHERN CO
+$203.6K
2,904
清仓
GSK
GSK PLC
-$203.3K
0
-100%
清仓
BTAL
AGF INVTS TR
-$202.9K
0
-100%
建仓
FISV
FISERV INC
+$202.8K
1,527
增持
VTI
VANGUARD INDEX FDS
+$202.6K
7,496
+1%
建仓
DKNG
DRAFTKINGS INC NEW
+$202.3K
5,740
建仓
VTEB
VANGUARD MUN BD FDS
+$202.1K
3,958
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$201.7K
790
清仓
IWB
ISHARES TR
-$200.8K
0
-100%
建仓
KDP
KEURIG DR PEPPER INC
+$200.5K
6,016
增持
IWF
ISHARES TR
+$200.0K
1,965
+32%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$195.2K
21,822
+27%
减持
PFE
PFIZER INC
-$175.6K
17,484
-15%
建仓
HTGC
HERCULES CAPITAL INC
+$170.5K
10,227
减持
XLK
SELECT SECTOR SPDR TR
+$167.1K
11,833
-8%
增持
IWY
ISHARES TR
+$160.2K
6,029
+3%
增持
VOO
VANGUARD INDEX FDS
+$155.5K
2,532
+5%
建仓
GBDC
GOLUB CAP BDC INC
+$151.8K
10,056
增持
AVGO
BROADCOM INC
+$144.2K
494
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$136.6K
10,727
-1%
减持
HD
HOME DEPOT INC
+$133.6K
3,069
-0%
增持
VGT
VANGUARD WORLD FDS
+$131.0K
1,536
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$126.0K
12,597
+34%
增持
NVDA
NVIDIA CORPORATION
+$122.6K
1,774
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$121.6K
5,014
-40%
增持
SPYM
SPDR SER TR
+$115.1K
11,051
+10%
增持
IJH
ISHARES TR
+$107.5K
3,076
+3%
减持
SHOP
SHOPIFY INC
+$105.0K
5,347
-6%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$102.6K
16,074
+15%
减持
JPM
JPMORGAN CHASE & CO
+$101.8K
4,644
-2%
增持
META
META PLATFORMS INC
+$101.8K
1,805
+1%
减持
QCOM
QUALCOMM INC
+$99.9K
3,012
-0%
增持
V
VISA INC
+$98.0K
3,133
+0%
增持
NFLX
NETFLIX INC
+$96.9K
877
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$91.6K
1,185
+9%
增持
LLY
ELI LILLY & CO
+$90.8K
1,274
+5%
减持
GLD
SPDR GOLD TR
+$90.1K
10,801
-6%
增持
XNTK
SPDR SER TR
+$87.5K
3,162
+0%
增持
SPSM
SPDR SER TR
+$87.0K
12,801
+4%
增持
CVX
CHEVRON CORP NEW
-$86.3K
4,576
+0%
增持
IJR
ISHARES TR
+$82.2K
5,163
+2%
减持
MCD
MCDONALDS CORP
+$81.2K
2,603
-1%
增持
CTAS
CINTAS CORP
+$79.9K
641
+1%
减持
BSMO
INVESCO EXCH TRD SLF IDX FD
-$73.5K
9,313
-25%
减持
AGG
ISHARES TR
-$72.2K
7,762
-13%
减持
ABBV
ABBVIE INC
-$70.8K
2,539
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
+$69.1K
14,788
-2%
增持
VNQ
VANGUARD INDEX FDS
+$68.1K
4,490
+3%
增持
WM
WASTE MGMT INC DEL
+$68.0K
2,531
+0%
减持
PPI
INVESTMENT MANAGERS SER TR I
+$65.9K
51,624
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$64.7K
8,553
-16%
减持
TYL
TYLER TECHNOLOGIES INC
+$64.1K
14,080
-7%
增持
RWK
INVESCO EXCH TRADED FD TR II
+$64.1K
5,596
+0%
减持
COR
CENCORA INC
+$61.6K
2,530
-1%
减持
MINT
PIMCO ETF TR
-$61.4K
15,187
-4%
减持
T
AT&T INC
+$59.4K
37,598
-1%
增持
VTV
VANGUARD INDEX FDS
+$58.5K
4,253
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$57.8K
1,614
-19%
减持
SCHZ
SCHWAB STRATEGIC TR
-$52.2K
6,103
-20%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$50.7K
4,313
+16%
增持
GOOGL
ALPHABET INC
+$49.8K
5,194
+1%
增持
CAH
CARDINAL HEALTH INC
+$47.8K
2,512
+6%
增持
AMAT
APPLIED MATLS INC
+$47.3K
1,960
+0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$46.2K
26,257
-3%
减持
ADBE
ADOBE INC
+$46.2K
544
-0%
增持
CAT
CATERPILLAR INC
+$45.3K
1,923
+0%
增持
DGRW
WISDOMTREE TR
+$45.0K
5,277
+3%
增持
SCZ
ISHARES TR
+$43.6K
7,079
+1%
减持
MBB
ISHARES TR
-$43.6K
3,708
-16%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$41.0K
3,439
-3%
减持
CSX
CSX CORP
+$40.6K
12,826
-2%
增持
—
LINDE PLC
+$38.1K
929
+1%
增持
DVY
ISHARES TR
+$37.3K
3,413
+1%
增持
MRK
MERCK & CO INC
+$37.2K
5,453
+1%
增持
ELV
ELEVANCE HEALTH INC
+$37.1K
925
+1%
减持
CSCO
CISCO SYS INC
-$35.5K
8,061
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$32.5K
4,654
+18%
减持
ROE
EA SERIES TRUST
-$31.8K
53,468
-12%
增持
NOBL
PROSHARES TR
+$30.9K
4,173
+1%
减持
PEP
PEPSICO INC
-$29.5K
3,390
-5%
减持
—
NEW YORK CMNTY BANCORP INC
-$27.8K
15,115
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$27.6K
1,195
+0%
减持
EFG
ISHARES TR
-$27.0K
5,412
-15%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$26.8K
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$26.5K
9,964
-9%
减持
IUSB
ISHARES TR
-$26.3K
9,254
-11%
增持
DGRO
ISHARES TR
+$24.5K
5,544
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$24.1K
11,218
-4%
减持
DIS
DISNEY WALT CO
+$22.9K
3,182
-2%
减持
TXN
TEXAS INSTRS INC
+$18.6K
1,765
-1%
增持
GOOG
ALPHABET INC
+$18.3K
1,737
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$17.6K
19,820
-6%
减持
SPIB
SPDR SER TR
-$17.4K
31,567
-6%
减持
DUK
DUKE ENERGY CORP NEW
+$17.1K
3,994
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.6K
1,958
+0%
减持
WMT
WALMART INC
-$15.5K
1,419
-5%
减持
DBEF
DBX ETF TR
-$15.2K
6,254
-11%
减持
—
LYONDELLBASELL INDUSTRIES N
-$14.8K
2,474
-6%
减持
PG
PROCTER AND GAMBLE CO
-$14.5K
3,955
-3%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$14.1K
14,451
+3%
减持
F
FORD MTR CO DEL
-$13.9K
16,678
-5%
减持
EFV
ISHARES TR
+$13.9K
11,653
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.6K
1,598
-10%
减持
QUAL
ISHARES TR
+$12.3K
1,938
-6%
