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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 72
减持 41
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$7.1M
16,024
增持
IVV
ISHARES TR
+$2.4M
25,204
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
21,560
+82%
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
CSHI
NEOS ETF TRUST
+$1.9M
62,505
+156%
清仓
LQD
ISHARES TR
-$1.9M
0
-100%
减持
TLT
ISHARES TR
-$1.5M
27,847
-34%
清仓
MINT
PIMCO ETF TR
-$1.5M
0
-100%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
2,169
+22%
清仓
IWY
ISHARES TR
-$1.1M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.0M
14,989
+39%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$890.5K
7,270
-70%
增持
SPYM
SPDR SER TR
+$777.3K
22,673
+105%
建仓
SPYG
SPDR SER TR
+$652.1K
8,914
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$628.4K
30,761
+144%
清仓
RWK
INVESCO EXCH TRADED FD TR II
-$587.8K
0
-100%
清仓
SGOV
ISHARES TR
-$530.2K
0
-100%
清仓
XNTK
SPDR SER TR
-$519.1K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$506.4K
35,617
+63%
增持
META
META PLATFORMS INC
+$505.2K
2,356
+31%
增持
MSFT
MICROSOFT CORP
+$500.0K
7,625
+6%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$473.9K
4,723
-53%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$419.8K
56,624
+17%
增持
QUAL
ISHARES TR
+$410.7K
4,234
+118%
减持
AMZN
AMAZON COM INC
+$369.1K
16,349
-4%
建仓
SPMB
SPDR SER TR
+$348.7K
16,056
增持
TLTW
ISHARES TR
+$346.1K
52,442
+37%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$333.4K
11,401
-58%
减持
TYL
TYLER TECHNOLOGIES INC
-$328.0K
13,080
-7%
增持
AAPL
APPLE INC
-$324.0K
18,087
+2%
减持
ARP
ADVISORS INNER CIRCLE FD II
+$312.6K
536,684
-5%
建仓
IYW
ISHARES TR
+$309.0K
2,288
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$270.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$261.2K
1,290
+1%
建仓
SYY
SYSCO CORP
+$259.2K
3,193
增持
EFA
ISHARES TR
+$254.1K
26,241
+7%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$247.2K
0
-100%
建仓
BILZ
PIMCO ETF TR
+$245.6K
2,429
建仓
—
ARISTA NETWORKS INC
+$238.8K
824
减持
TSLA
TESLA INC
-$235.2K
2,340
-10%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$234.2K
8,045
减持
SPTI
SPDR SER TR
-$232.5K
36,302
-17%
建仓
INTC
INTEL CORP
+$231.9K
5,249
清仓
FIVE
FIVE BELOW INC
-$229.6K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$229.3K
21,957
+37%
建仓
TTD
THE TRADE DESK INC
+$228.1K
2,609
建仓
IVW
ISHARES TR
+$226.9K
2,687
增持
ROE
EA SERIES TRUST
+$224.0K
55,292
+3%
建仓
AIG
AMERICAN INTL GROUP INC
+$221.5K
2,834
增持
IUSB
ISHARES TR
+$220.2K
14,182
+53%
建仓
C
CITIGROUP INC
+$219.7K
3,474
建仓
GSK
GSK PLC
+$218.5K
5,098
增持
VTI
VANGUARD INDEX FDS
+$217.7K
7,679
+2%
建仓
KLAC
KLA CORP
+$214.5K
307
减持
VOO
VANGUARD INDEX FDS
-$212.9K
1,858
-27%
减持
—
EXXON MOBIL CORP
+$212.8K
13,555
-1%
增持
JPM
JPMORGAN CHASE & CO
+$212.4K
5,005
+8%
清仓
AMGN
AMGEN INC
-$210.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$207.3K
910
建仓
RTX
RTX CORPORATION
+$204.7K
2,098
建仓
MUB
ISHARES TR
+$203.5K
1,891
建仓
COWZ
PACER FDS TR
+$203.4K
3,501
清仓
VTEB
VANGUARD MUN BD FDS
-$202.1K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$201.7K
0
-100%
建仓
CRM
SALESFORCE INC
+$201.5K
669
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$201.4K
9,522
增持
TIP
ISHARES TR
+$198.6K
11,593
+19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$192.5K
11,064
+3%
增持
CAT
CATERPILLAR INC
+$181.6K
2,048
+7%
增持
GOOGL
ALPHABET INC
+$166.8K
5,912
+14%
增持
AVGO
BROADCOM INC
+$165.8K
541
+10%
减持
DVY
ISHARES TR
-$159.8K
1,950
-43%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$155.3K
10,095
清仓
—
NEW YORK CMNTY BANCORP INC
-$154.6K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$151.6K
9,480
+55%
增持
SCHD
SCHWAB STRATEGIC TR
+$141.8K
20,473
+3%
增持
EFV
ISHARES TR
+$132.6K
13,599
+17%
增持
VGT
VANGUARD WORLD FD
+$131.3K
1,668
+9%
减持
SPIB
SPDR SER TR
-$129.4K
27,743
-12%
增持
HD
HOME DEPOT INC
+$121.4K
3,089
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$119.7K
24,267
-8%
增持
EFG
ISHARES TR
+$114.1K
6,150
+14%
增持
COR
CENCORA INC
+$110.5K
2,593
+2%
减持
DGRW
WISDOMTREE TR
-$107.5K
3,457
-34%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$104.9K
3,161
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$102.0K
1,478
+24%
增持
PG
PROCTER AND GAMBLE CO
+$98.7K
4,180
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$97.3K
15,606
+6%
增持
WM
WASTE MGMT INC DEL
+$86.8K
2,534
+0%
增持
VTV
VANGUARD INDEX FDS
+$86.2K
4,434
+4%
增持
MBB
ISHARES TR
+$85.5K
4,699
+27%
减持
BIL
SPDR SER TR
-$83.4K
2,261
-29%
增持
ORCL
ORACLE CORP
+$79.5K
2,504
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$74.8K
12,202
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$74.3K
12,084
-8%
增持
ABBV
ABBVIE INC
+$73.4K
2,564
+1%
减持
ADBE
ADOBE INC
-$63.7K
517
-5%
增持
IJR
ISHARES TR
+$63.6K
5,632
+9%
减持
PEP
PEPSICO INC
-$62.2K
2,935
-13%
增持
ELV
ELEVANCE HEALTH INC
+$59.7K
957
+3%
增持
FISV
FISERV INC
+$59.4K
1,641
+7%
增持
IWP
ISHARES TR
+$58.8K
2,320
+18%
增持
SCHP
SCHWAB STRATEGIC TR
+$57.2K
9,656
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$54.9K
3,529
+3%
增持
—
ROYAL CARIBBEAN GROUP
+$54.6K
3,177
+6%
增持
T
AT&T INC
+$53.7K
38,897
+3%
增持
IJH
ISHARES TR
+$53.0K
14,910
+385%
减持
CTAS
CINTAS CORP
+$52.7K
639
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.4K
1,498
-8%
增持
SO
SOUTHERN CO
+$51.2K
3,552
+22%
减持
MPC
MARATHON PETE CORP
+$49.8K
1,654
-13%
增持
ENB
ENBRIDGE INC
+$47.4K
8,125
+19%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$47.3K
27,571
+2%
减持
PFE
PFIZER INC
-$47.0K
16,447
-6%
减持
TXN
TEXAS INSTRS INC
-$46.3K
1,462
-17%
增持
CSX
CSX CORP
+$46.2K
13,243
+3%
增持
USFR
WISDOMTREE TR
+$45.9K
14,142
+7%
减持
BIV
VANGUARD BD INDEX FDS
-$44.4K
2,782
-16%
减持
XLE
SELECT SECTOR SPDR TR
+$44.1K
4,600
-1%
清仓
—
CEL-SCI CORP
-$44.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$42.9K
3,789
-7%
增持
AGG
ISHARES TR
+$42.9K
8,304
+7%
减持
V
VISA INC
+$42.6K
3,075
-2%
减持
QCOM
QUALCOMM INC
+$40.5K
2,812
-7%
增持
NVS
NOVARTIS AG
+$40.4K
3,499
+19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$40.4K
1,580
-1%
减持
MRK
MERCK & CO INC
-$39.4K
4,207
-23%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$39.3K
5,875
+17%
减持
CVX
CHEVRON CORP NEW
-$38.1K
4,085
-11%
增持
MCD
MCDONALDS CORP
-$37.4K
2,605
+0%
增持
IEMG
ISHARES INC
+$37.4K
4,954
+15%
增持
STIP
ISHARES TR
+$35.6K
9,390
+3%
减持
AMAT
APPLIED MATLS INC
+$35.0K
1,710
-13%
减持
PPI
INVESTMENT MANAGERS SER TR I
+$34.8K
45,509
-12%
减持
DIS
DISNEY WALT CO
+$33.5K
2,622
-18%
减持
CSCO
CISCO SYS INC
-$31.8K
7,522
-7%
增持
—
LYONDELLBASELL INDUSTRIES N
+$31.4K
2,606
+5%
减持
MA
MASTERCARD INCORPORATED
+$30.5K
1,388
-7%
增持
CAH
CARDINAL HEALTH INC
+$29.2K
2,524
+0%
减持
TLH
ISHARES TR
-$29.1K
3,979
-4%
减持
GOOG
ALPHABET INC
-$27.8K
1,426
-18%
减持
IWF
ISHARES TR
+$26.5K
1,846
-6%
增持
ITOT
ISHARES TR
+$25.1K
2,171
+1%
增持
HDV
ISHARES TR
+$25.0K
2,967
+0%
增持
DGRO
ISHARES TR
+$23.7K
5,547
+0%
增持
PM
PHILIP MORRIS INTL INC
+$23.4K
2,539
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$23.2K
1,232
+4%
减持
FIS
FIDELITY NATL INFORMATION SV
+$22.7K
3,892
-12%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$22.5K
10,825
+5%
增持
HTGC
HERCULES CAPITAL INC
+$22.4K
10,456
+2%
