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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 81
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$4.2M
12,338
-42%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$2.1M
28,705
建仓
XLP
SELECT SECTOR SPDR TR
+$2.1M
24,741
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
SPY
SPDR S&P 500 ETF TR
-$1.9M
7,764
-34%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.9M
12,459
建仓
LQD
ISHARES TR
+$1.9M
16,798
清仓
EFA
ISHARES TR
-$1.8M
0
-100%
建仓
IYR
ISHARES TR
+$1.8M
17,842
减持
XLK
SELECT SECTOR SPDR TR
-$1.8M
2,422
-77%
建仓
KMLM
KRANESHARES TRUST
+$1.5M
50,586
建仓
ABT
ABBOTT LABS
+$1.2M
10,827
增持
SPYM
SPDR SER TR
+$930.9K
42,678
+40%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$845.8K
563,919
+1%
清仓
COR
CENCORA INC
-$565.4K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$548.8K
0
-100%
增持
GLD
SPDR GOLD TR
+$516.9K
14,356
+4%
增持
TLT
ISHARES TR
+$413.5K
30,248
+9%
增持
AAPL
APPLE INC
+$396.2K
17,236
+0%
减持
SPYG
SPDR SER TR
-$395.6K
13,004
-29%
建仓
XLU
SELECT SECTOR SPDR TR
+$391.8K
4,850
减持
IVV
ISHARES TR
-$368.2K
22,386
-8%
增持
QUAL
ISHARES TR
+$348.7K
6,725
+34%
清仓
IJR
ISHARES TR
-$343.5K
0
-100%
增持
IVW
ISHARES TR
+$324.8K
7,582
+75%
清仓
SPMB
SPDR SER TR
-$316.0K
0
-100%
增持
IUSB
ISHARES TR
+$302.3K
25,573
+28%
建仓
DMBS
DOUBLELINE ETF TRUST
+$299.7K
5,948
减持
CSHI
NEOS ETF TRUST
-$290.3K
47,317
-11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$269.0K
42,380
+10%
增持
EFG
ISHARES TR
+$264.7K
9,045
+31%
建仓
BINC
BLACKROCK ETF TRUST II
+$262.8K
4,910
清仓
GOOG
ALPHABET INC
-$260.7K
0
-100%
建仓
TBIL
RBB FD INC
+$240.3K
4,803
清仓
IWP
ISHARES TR
-$235.7K
0
-100%
建仓
CLX
CLOROX CO DEL
+$230.5K
1,415
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$228.1K
11,093
建仓
NOW
SERVICENOW INC
+$225.7K
252
增持
META
META PLATFORMS INC
+$220.5K
2,542
+4%
增持
NVDA
NVIDIA CORPORATION
+$220.2K
22,589
+11%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$219.6K
10,633
清仓
BALL
BALL CORP
-$216.2K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$216.0K
105
增持
DYNF
BLACKROCK ETF TRUST
+$215.4K
12,042
+49%
建仓
AMT
AMERICAN TOWER CORP NEW
+$211.7K
910
建仓
CRM
SALESFORCE INC
+$209.0K
764
清仓
IHDG
WISDOMTREE TR
-$208.3K
0
-100%
建仓
SPMD
SPDR SER TR
+$207.1K
3,787
建仓
IEFA
ISHARES TR
+$204.9K
2,625
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$201.9K
44,093
-9%
建仓
SYK
STRYKER CORPORATION
+$201.7K
558
增持
HD
HOME DEPOT INC
+$198.6K
2,968
+2%
减持
IJH
ISHARES TR
-$196.1K
9,595
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$195.9K
1,678
+9%
增持
AGG
ISHARES TR
+$191.4K
8,194
+25%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$191.3K
11,006
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$190.0K
8,053
-20%
增持
USMV
ISHARES TR
+$176.6K
6,389
+32%
增持
AVGO
BROADCOM INC
+$168.5K
6,436
+998%
增持
SCHZ
SCHWAB STRATEGIC TR
+$157.8K
16,702
+20%
增持
T
AT&T INC
+$156.5K
36,752
+8%
增持
CAT
CATERPILLAR INC
+$151.6K
2,207
+3%
减持
TIP
ISHARES TR
-$141.2K
9,392
-15%
减持
GOOGL
ALPHABET INC
-$141.0K
5,139
-6%
增持
MCD
MCDONALDS CORP
+$137.8K
2,608
+1%
增持
EFV
ISHARES TR
+$137.4K
17,966
+6%
减持
TLTW
ISHARES TR
-$133.0K
43,127
-15%
增持
SCHD
SCHWAB STRATEGIC TR
+$132.1K
18,458
+1%
增持
IWF
ISHARES TR
+$131.1K
2,322
+14%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$130.0K
40,145
+4%
增持
IWM
ISHARES TR
+$124.4K
2,304
+22%
增持
DGRW
WISDOMTREE TR
+$120.4K
5,697
+26%
增持
VOO
VANGUARD INDEX FDS
+$118.3K
1,815
+8%
减持
LMT
LOCKHEED MARTIN CORP
+$116.7K
1,282
-5%
增持
IVE
ISHARES TR
+$115.2K
1,657
+43%
增持
EMXC
ISHARES INC
+$114.3K
5,898
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$113.5K
13,747
+11%
增持
VNQ
VANGUARD INDEX FDS
+$113.1K
5,331
+10%
增持
MGK
VANGUARD WORLD FD
+$111.0K
1,702
+22%
增持
MBB
ISHARES TR
+$109.2K
6,735
+15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$103.5K
8,689
+19%
增持
MSFT
MICROSOFT CORP
-$103.1K
6,663
+0%
减持
SHOP
SHOPIFY INC
-$99.4K
3,728
-38%
减持
VTI
VANGUARD INDEX FDS
+$93.0K
7,422
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$87.6K
1,442
+2%
增持
VGT
VANGUARD WORLD FD
+$87.1K
1,737
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.5K
1,650
+2%
增持
ORCL
ORACLE CORP
+$84.4K
2,539
+3%
增持
IEMG
ISHARES INC
+$80.4K
6,017
+22%
减持
AMAT
APPLIED MATLS INC
-$77.3K
1,631
-5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$76.5K
30,619
+1%
增持
CTAS
CINTAS CORP
+$74.5K
2,399
+301%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$74.2K
7,293
+16%
增持
JNJ
JOHNSON & JOHNSON
+$72.2K
2,232
+13%
增持
QCOM
QUALCOMM INC
-$72.0K
2,791
+2%
增持
VTV
VANGUARD INDEX FDS
+$69.3K
4,631
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$67.5K
5,258
+2%
增持
IYW
ISHARES TR
+$67.2K
3,055
+16%
减持
MA
MASTERCARD INCORPORATED
+$64.1K
1,364
-1%
增持
CEG
CONSTELLATION ENERGY CORP
+$62.4K
1,043
+0%
减持
DUK
DUKE ENERGY CORP NEW
+$61.9K
4,150
-0%
增持
SO
SOUTHERN CO
+$61.8K
4,046
+4%
增持
ENB
ENBRIDGE INC
+$61.6K
6,871
+12%
增持
WMT
WALMART INC
+$61.1K
4,231
+2%
增持
—
ROYAL CARIBBEAN GROUP
+$60.8K
3,203
+1%
增持
VUG
VANGUARD INDEX FDS
+$57.7K
1,219
+11%
减持
ABBV
ABBVIE INC
+$56.2K
2,571
-2%
增持
HDV
ISHARES TR
+$54.8K
2,852
+10%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$54.8K
14,934
+22%
减持
ROE
EA SERIES TRUST
+$54.5K
54,714
-2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$53.9K
18,415
+15%
增持
KO
COCA COLA CO
+$53.3K
6,409
+0%
减持
CVX
CHEVRON CORP NEW
-$52.8K
4,003
-3%
增持
—
ARISTA NETWORKS INC
+$52.0K
950
+7%
减持
PM
PHILIP MORRIS INTL INC
+$51.2K
2,582
-0%
减持
FISV
FISERV INC
+$50.8K
1,666
-0%
增持
BND
VANGUARD BD INDEX FDS
+$50.8K
6,730
+7%
减持
SBUX
STARBUCKS CORP
+$49.2K
3,763
-8%
增持
PG
PROCTER AND GAMBLE CO
+$48.3K
4,226
+2%
增持
V
VISA INC
+$47.7K
3,140
+1%
减持
DHR
DANAHER CORPORATION
+$47.6K
1,774
-1%
增持
STIP
ISHARES TR
+$43.8K
9,686
+3%
减持
SPTI
SPDR SER TR
-$42.6K
36,452
-7%
增持
AMZN
AMAZON COM INC
+$41.8K
17,117
+5%
减持
TYL
TYLER TECHNOLOGIES INC
+$41.5K
9,830
-13%
增持
PFE
PFIZER INC
+$40.9K
15,747
+6%
增持
NOBL
PROSHARES TR
+$40.4K
3,794
+0%
增持
—
EXXON MOBIL CORP
+$38.3K
13,378
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$37.4K
1,914
+9%
增持
TTD
THE TRADE DESK INC
+$35.2K
2,696
+1%
增持
DGRO
ISHARES TR
+$35.0K
6,223
+1%
减持
SPIB
SPDR SER TR
-$34.4K
23,131
-7%
减持
MTB
M & T BK CORP
+$33.6K
1,359
-1%
减持
SCZ
ISHARES TR
+$33.4K
6,532
-2%
减持
AXP
AMERICAN EXPRESS CO
+$33.3K
893
-1%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$33.1K
83,765
-6%
增持
MRK
MERCK & CO INC
-$32.6K
3,534
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$32.3K
9,935
+3%
增持
NFLX
NETFLIX INC
+$31.9K
712
+2%
减持
OMC
OMNICOM GROUP INC
+$30.1K
2,232
-0%
增持
MDLZ
MONDELEZ INTL INC
+$29.7K
3,575
+0%
增持
CMCSA
COMCAST CORP NEW
+$29.5K
9,147
+2%
减持
CSCO
CISCO SYS INC
+$29.2K
5,984
-2%
减持
KDP
KEURIG DR PEPPER INC
+$27.5K
6,771
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$25.3K
834
-3%
减持
AMGN
AMGEN INC
-$24.4K
708
-12%
减持
SPSM
SPDR SER TR
+$23.9K
11,551
-4%
减持
—
LINDE PLC
+$23.4K
804
-2%
增持
SYY
SYSCO CORP
+$23.0K
3,441
+0%
增持
USFR
WISDOMTREE TR
+$21.1K
15,018
+3%
增持
F
FORD MTR CO
-$19.9K
17,911
+7%
