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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 57
减持 65
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$3.1M
21,400
+34%
减持
XLK
SELECT SECTOR SPDR TR
-$2.1M
10,391
-52%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$965.1K
557,604
+4%
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
SPYG
SPDR SER TR
+$822.1K
18,397
+106%
增持
NVDA
NVIDIA CORPORATION
+$563.0K
20,423
+842%
增持
SPYM
SPDR SER TR
+$555.2K
30,474
+34%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$530.0K
10,050
+113%
减持
AAPL
APPLE INC
+$518.1K
17,186
-5%
减持
CSHI
NEOS ETF TRUST
-$466.1K
53,189
-15%
清仓
TLH
ISHARES TR
-$417.9K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$417.5K
48,329
-15%
建仓
DYNF
BLACKROCK ETF TRUST
+$380.3K
8,102
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$376.7K
17,954
-26%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$342.5K
11,634
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$289.0K
30,175
+37%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$282.6K
38,511
+25%
减持
IJR
ISHARES TR
-$278.9K
3,221
-43%
减持
EFA
ISHARES TR
-$271.9K
23,282
-11%
增持
IUSB
ISHARES TR
+$256.1K
19,962
+41%
建仓
AMGN
AMGEN INC
+$252.4K
808
建仓
EMXC
ISHARES INC
+$246.2K
4,158
清仓
BILZ
PIMCO ETF TR
-$245.6K
0
-100%
减持
MSFT
MICROSOFT CORP
-$238.1K
6,645
-13%
建仓
SPTS
SPDR SER TR
+$233.9K
8,103
清仓
INTC
INTEL CORP
-$231.9K
0
-100%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$231.0K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$229.9K
2,998
建仓
PANW
PALO ALTO NETWORKS INC
+$226.7K
669
增持
AVGO
BROADCOM INC
+$224.0K
586
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$222.6K
18,366
-10%
清仓
C
CITIGROUP INC
-$219.7K
0
-100%
清仓
GSK
GSK PLC
-$218.5K
0
-100%
建仓
IVE
ISHARES TR
+$211.5K
1,162
清仓
—
TOTALENERGIES SE
-$210.6K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$208.8K
1,042
建仓
IHDG
WISDOMTREE TR
+$208.3K
4,569
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$205.2K
0
-100%
清仓
RTX
RTX CORPORATION
-$204.7K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$203.8K
4,004
清仓
MUB
ISHARES TR
-$203.5K
0
-100%
清仓
COWZ
PACER FDS TR
-$203.4K
0
-100%
清仓
CRM
SALESFORCE INC
-$201.5K
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$201.4K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$199.8K
13,951
+47%
减持
AMZN
AMAZON COM INC
+$198.7K
16,288
-0%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$198.4K
12,200
减持
HD
HOME DEPOT INC
-$181.1K
2,917
-6%
减持
AGG
ISHARES TR
-$175.0K
6,576
-21%
增持
IVW
ISHARES TR
+$174.3K
4,335
+61%
清仓
GBDC
GOLUB CAP BDC INC
-$171.4K
0
-100%
增持
QUAL
ISHARES TR
+$161.4K
5,020
+19%
增持
EFV
ISHARES TR
+$156.4K
16,897
+24%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$155.3K
0
-100%
减持
LLY
ELI LILLY & CO
+$140.3K
1,264
-2%
减持
TYL
TYLER TECHNOLOGIES INC
+$137.4K
11,330
-13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$128.6K
3,214
+2%
清仓
PFLT
PENNANTPARK FLOATING RATE CA
-$124.2K
0
-100%
减持
MRK
MERCK & CO INC
-$121.2K
3,505
-17%
增持
IWF
ISHARES TR
+$118.3K
2,032
+10%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$117.8K
38,647
+9%
增持
PPI
INVESTMENT MANAGERS SER TR I
-$116.7K
89,393
+96%
减持
IJH
ISHARES TR
-$111.5K
13,570
-9%
减持
GLD
SPDR GOLD TR
-$111.0K
13,825
-8%
减持
TLTW
ISHARES TR
-$102.8K
50,524
-4%
增持
MBB
ISHARES TR
+$101.8K
5,839
+24%
减持
GOOGL
ALPHABET INC
+$101.0K
5,453
-8%
减持
SPIB
SPDR SER TR
-$92.8K
25,004
-10%
增持
META
META PLATFORMS INC
+$90.3K
2,449
+4%
增持
DGRW
WISDOMTREE TR
+$90.3K
4,531
+31%
增持
IYW
ISHARES TR
+$86.9K
2,631
+15%
减持
JNJ
JOHNSON & JOHNSON
-$86.6K
1,981
-17%
减持
PEP
PEPSICO INC
-$86.4K
2,590
-12%
减持
CSCO
CISCO SYS INC
-$86.2K
6,088
-19%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$83.4K
3,748
-28%
减持
TLT
ISHARES TR
-$81.0K
27,826
-0%
增持
SPTI
SPDR SER TR
+$78.9K
39,324
+8%
减持
MCD
MCDONALDS CORP
-$78.2K
2,575
-1%
减持
ENB
ENBRIDGE INC
-$76.6K
6,108
-25%
增持
—
ARISTA NETWORKS INC
+$73.7K
892
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$72.4K
1,355
+10%
增持
EFG
ISHARES TR
+$70.7K
6,931
+13%
减持
QCOM
QUALCOMM INC
+$70.6K
2,745
-2%
减持
TIP
ISHARES TR
-$66.4K
11,039
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$66.3K
11,736
-3%
增持
—
ROYAL CARIBBEAN GROUP
+$65.7K
3,182
+0%
减持
COR
CENCORA INC
-$64.8K
2,509
-3%
减持
TSLA
TESLA INC
-$60.7K
1,772
-24%
减持
MA
MASTERCARD INCORPORATED
-$59.2K
1,381
-1%
减持
VGT
VANGUARD WORLD FD
+$57.2K
1,616
-3%
减持
CSX
CSX CORP
-$54.5K
13,046
-1%
增持
AMAT
APPLIED MATLS INC
+$54.3K
1,724
+1%
减持
VOO
VANGUARD INDEX FDS
-$53.9K
1,678
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$53.9K
1,416
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$53.8K
1,541
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$48.9K
3,340
-5%
增持
SO
SOUTHERN CO
+$48.2K
3,907
+10%
增持
MGK
VANGUARD WORLD FD
+$47.0K
1,391
+2%
减持
HDV
ISHARES TR
-$46.4K
2,582
-13%
减持
—
EXXON MOBIL CORP
-$45.7K
13,290
-2%
增持
WMT
WALMART INC
+$45.2K
4,143
+6%
减持
GOOG
ALPHABET INC
+$43.6K
1,421
-0%
减持
MTB
M & T BK CORP
-$43.2K
1,377
-20%
增持
V
VISA INC
-$42.7K
3,107
+1%
增持
DIS
DISNEY WALT CO
-$42.0K
2,808
+7%
减持
PFE
PFIZER INC
-$41.6K
14,824
-10%
增持
CAT
CATERPILLAR INC
-$38.8K
2,136
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$38.7K
5,148
+3%
增持
SHOP
SHOPIFY INC
-$37.7K
6,028
+7%
增持
MPC
MARATHON PETE CORP
-$36.0K
1,714
+4%
减持
NFLX
NETFLIX INC
+$35.8K
701
-3%
减持
SCZ
ISHARES TR
-$35.6K
6,632
-6%
增持
TXN
TEXAS INSTRS INC
+$35.1K
1,489
+2%
减持
KLAC
KLA CORP
+$34.7K
302
-2%
增持
ADBE
ADOBE INC
+$34.7K
532
+3%
增持
NVS
NOVARTIS AG
+$34.3K
3,501
+0%
减持
ORCL
ORACLE CORP
+$33.8K
2,467
-1%
增持
DGRO
ISHARES TR
+$33.1K
6,165
+11%
减持
SPMB
SPDR SER TR
-$32.7K
14,652
-9%
减持
T
AT&T INC
-$32.5K
34,122
-12%
减持
VUG
VANGUARD INDEX FDS
+$32.4K
1,097
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$32.4K
3,233
+16%
增持
TTD
THE TRADE DESK INC
+$32.3K
2,666
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$31.9K
10,893
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$31.7K
9,845
-14%
减持
COP
CONOCOPHILLIPS
-$31.4K
2,119
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$31.3K
1,997
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$31.0K
4,156
+4%
减持
SPSM
SPDR SER TR
-$30.6K
12,083
-2%
减持
IVV
ISHARES TR
+$30.1K
24,269
-4%
增持
PM
PHILIP MORRIS INTL INC
+$29.6K
2,587
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$29.4K
6,280
+7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$29.2K
15,974
+11%
减持
IWP
ISHARES TR
-$29.1K
2,136
-8%
减持
IWM
ISHARES TR
-$29.0K
1,896
-4%
增持
KO
COCA COLA CO
+$28.8K
6,397
+3%
增持
SBUX
STARBUCKS CORP
-$28.6K
4,081
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$27.7K
1,723
-3%
减持
DVY
ISHARES TR
-$27.1K
1,762
-10%
增持
HTGC
HERCULES CAPITAL INC
+$24.1K
10,613
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$22.3K
1,615
+2%
减持
COST
COSTCO WHSL CORP NEW
+$22.2K
331
-6%
增持
USFR
WISDOMTREE TR
+$21.9K
14,572
+3%
增持
ITOT
ISHARES TR
+$20.9K
2,283
+5%
减持
—
LYONDELLBASELL INDUSTRIES N
-$20.7K
2,571
-1%
增持
RSG
REPUBLIC SVCS INC
+$20.0K
1,429
+6%
减持
VUSB
VANGUARD BD INDEX FDS
-$19.7K
13,067
-3%
减持
CTAS
CINTAS CORP
-$19.6K
599
-6%
减持
ELV
ELEVANCE HEALTH INC
+$19.2K
951
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$17.3K
861
-3%
增持
VTV
VANGUARD INDEX FDS
+$17.0K
4,608
+4%
