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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 66
减持 55
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$8.0M
0
-100%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$3.1M
688,115
+18%
减持
BIL
SPDR SER TR
-$2.0M
3,183
-87%
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
IWF
ISHARES TR
-$1.9M
2,728
-61%
增持
GLD
SPDR GOLD TR
+$1.8M
19,305
+24%
减持
SHV
ISHARES TR
-$1.7M
1,849
-89%
减持
VTV
VANGUARD INDEX FDS
-$1.5M
5,069
-64%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.2M
24,643
建仓
EFA
ISHARES TR
+$1.0M
12,641
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$935.4K
2,928
+324%
增持
LLY
ELI LILLY & CO
+$888.1K
2,246
+79%
增持
KMLM
KRANESHARES TRUST
+$817.5K
82,541
+62%
减持
SPY
SPDR S&P 500 ETF TR
-$770.4K
10,117
-8%
减持
NVDA
NVIDIA CORPORATION
-$765.3K
22,814
-5%
清仓
ABT
ABBOTT LABS
-$670.4K
0
-100%
清仓
COR
CENCORA INC
-$558.7K
0
-100%
减持
SPYM
SPDR SER TR
-$548.8K
54,173
-9%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$534.9K
17,311
增持
SCHD
SCHWAB STRATEGIC TR
+$517.6K
79,232
+28%
建仓
ILTB
ISHARES TR
+$508.4K
10,169
增持
AMZN
AMAZON COM INC
-$473.0K
17,203
+1%
减持
AVGO
BROADCOM INC
-$426.7K
6,609
-0%
增持
TLT
ISHARES TR
+$407.4K
38,781
+8%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$388.4K
47,304
+39%
增持
VOO
VANGUARD INDEX FDS
+$381.4K
2,790
+43%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$381.1K
8,349
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$368.5K
57,358
+21%
减持
ABBV
ABBVIE INC
+$332.1K
12,063
-2%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$330.8K
10,622
+53%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$323.2K
11,598
-32%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$322.4K
23,704
-22%
清仓
TTD
THE TRADE DESK INC
-$314.9K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$302.2K
2,606
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$294.9K
12,344
建仓
SPYI
NEOS ETF TRUST
+$288.1K
6,016
减持
XLK
SELECT SECTOR SPDR TR
-$285.0K
2,114
-32%
减持
IYW
ISHARES TR
-$282.5K
5,979
-15%
增持
EFV
ISHARES TR
+$271.6K
21,360
+14%
建仓
IEFA
ISHARES TR
+$267.3K
3,533
清仓
CRM
SALESFORCE INC
-$261.5K
0
-100%
清仓
NOW
SERVICENOW INC
-$253.7K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$253.1K
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC
-$249.8K
8,110
-6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$247.8K
52,663
+26%
建仓
XLI
SELECT SECTOR SPDR TR
+$246.8K
1,883
清仓
UPS
UNITED PARCEL SERVICE INC
-$244.6K
0
-100%
增持
QUAL
ISHARES TR
+$241.8K
9,204
+23%
增持
RTRE
COLLABORATIVE INVESTMNT SER
+$234.1K
22,091
+71%
清仓
RTX
RTX CORPORATION
-$226.1K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$225.0K
2,432
增持
AAPL
APPLE INC
-$222.2K
11,371
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$218.8K
26,013
+27%
建仓
MDLZ
MONDELEZ INTL INC
+$213.8K
3,152
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$209.6K
7,815
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$208.3K
19,694
+65%
清仓
BSV
VANGUARD BD INDEX FDS
-$206.5K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$205.0K
2,744
清仓
SCHG
SCHWAB STRATEGIC TR
-$204.5K
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$204.2K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$202.4K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$200.8K
644
清仓
TXN
TEXAS INSTRS INC
-$200.3K
0
-100%
增持
MSFT
MICROSOFT CORP
-$198.1K
6,944
+4%
增持
IVE
ISHARES TR
+$181.7K
2,774
+53%
减持
CSHI
NEOS ETF TRUST
-$181.1K
28,888
-11%
增持
MA
MASTERCARD INCORPORATED
+$177.4K
1,609
+20%
减持
ANET
ARISTA NETWORKS INC
-$171.0K
3,211
-15%
减持
IWM
ISHARES TR
-$167.7K
1,732
-25%
减持
IVW
ISHARES TR
-$155.6K
11,770
-4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$153.4K
9,398
+59%
减持
—
EXXON MOBIL CORP
+$142.1K
13,243
-1%
减持
VGT
VANGUARD WORLD FD
-$139.5K
1,554
-2%
减持
PG
PROCTER AND GAMBLE CO
-$128.8K
3,240
-20%
增持
SPYG
SPDR SER TR
+$122.2K
17,130
+20%
减持
UNH
UNITEDHEALTH GROUP INC
-$121.6K
1,251
-19%
减持
CAT
CATERPILLAR INC
-$119.8K
2,036
-7%
减持
LMT
LOCKHEED MARTIN CORP
-$119.0K
838
-17%
减持
VTI
VANGUARD INDEX FDS
-$117.6K
7,564
-0%
增持
PEP
PEPSICO INC
+$117.2K
3,127
+35%
减持
VNQ
VANGUARD INDEX FDS
-$114.5K
2,845
-32%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$111.8K
11,421
-4%
增持
PM
PHILIP MORRIS INTL INC
+$109.9K
2,561
+4%
增持
V
VISA INC
+$109.2K
3,105
+0%
增持
EFG
ISHARES TR
+$108.0K
12,424
+6%
减持
META
META PLATFORMS INC
-$107.5K
2,328
-6%
增持
JNJ
JOHNSON & JOHNSON
+$103.6K
2,336
+19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$101.6K
6,061
+12%
增持
ADBE
ADOBE INC
+$99.3K
899
+63%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.9K
1,362
-1%
减持
SPTI
SPDR SER TR
-$98.5K
23,974
-15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$93.9K
3,289
+2%
增持
VUG
VANGUARD INDEX FDS
+$91.7K
1,612
+31%
减持
BND
VANGUARD BD INDEX FDS
-$91.5K
6,215
-18%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$90.2K
12,160
+16%
增持
DMBS
DOUBLELINE ETF TRUST
+$89.1K
7,455
+30%
减持
SPIB
SPDR SER TR
-$86.9K
28,605
-10%
减持
ROE
EA SERIES TRUST
-$84.7K
49,324
-2%
增持
TSLA
TESLA INC
-$80.8K
2,001
+35%
减持
USFR
WISDOMTREE TR
-$79.7K
13,633
-10%
增持
SCHZ
SCHWAB STRATEGIC TR
+$78.7K
38,579
+7%
增持
—
ROYAL CARIBBEAN GROUP
-$77.0K
3,170
+0%
增持
DGRO
ISHARES TR
+$75.5K
10,022
+13%
增持
WM
WASTE MGMT INC DEL
+$75.1K
2,505
+0%
增持
NOBL
PROSHARES TR
+$74.4K
6,020
+11%
增持
EMXC
ISHARES INC
+$74.2K
9,936
+16%
增持
QCOM
QUALCOMM INC
+$72.7K
3,210
+17%
减持
CSCO
CISCO SYS INC
-$70.4K
4,527
-23%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$67.3K
11,505
+5%
减持
CVX
CHEVRON CORP NEW
+$67.2K
3,858
-3%
减持
IJH
ISHARES TR
-$66.8K
6,546
-9%
增持
CAH
CARDINAL HEALTH INC
+$64.8K
2,545
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$63.7K
15,258
+17%
减持
AGG
ISHARES TR
-$61.6K
4,669
-14%
增持
IUSB
ISHARES TR
+$61.3K
27,101
+3%
减持
CSX
CSX CORP
-$60.1K
11,862
-6%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$59.0K
4,764
+23%
减持
STIP
ISHARES TR
-$58.8K
8,700
-9%
增持
MGK
VANGUARD WORLD FD
-$58.6K
1,698
+0%
增持
MTB
M & T BK CORP
+$57.8K
1,754
+29%
增持
CTAS
CINTAS CORP
+$55.6K
2,406
+0%
减持
DHR
DANAHER CORPORATION
-$53.9K
1,732
-3%
增持
GQQQ
EA SERIES TRUST
+$53.7K
32,097
+18%
增持
GOOGL
ALPHABET INC
-$53.5K
5,652
+15%
减持
AXP
AMERICAN EXPRESS CO
-$52.0K
779
-12%
减持
VUSB
VANGUARD BD INDEX FDS
-$51.5K
12,722
-8%
减持
CMCSA
COMCAST CORP NEW
-$51.0K
8,018
-13%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$50.8K
10,673
+24%
减持
T
AT&T INC
+$47.7K
31,330
-15%
减持
SCHP
SCHWAB STRATEGIC TR
-$47.4K
17,082
-13%
增持
HYD
VANECK ETF TRUST
+$47.4K
5,610
+21%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$45.9K
895
+15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$44.3K
1,255
-23%
减持
ELV
ELEVANCE HEALTH INC
+$44.1K
895
-4%
减持
DIS
DISNEY WALT CO
-$43.8K
2,840
-2%
增持
AIG
AMERICAN INTL GROUP INC
+$40.1K
2,835
+0%
增持
IEMG
ISHARES INC
+$38.7K
9,198
+5%
增持
USMV
ISHARES TR
+$38.6K
5,114
+3%
减持
PANW
PALO ALTO NETWORKS INC
-$36.9K
1,235
-9%
增持
BINC
BLACKROCK ETF TRUST II
+$35.6K
6,462
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$35.5K
2,140
+14%
增持
ORCL
ORACLE CORP
-$34.2K
2,716
+9%
增持
SHOP
SHOPIFY INC
-$32.9K
3,677
+2%
减持
KO
COCA COLA CO
+$32.8K
5,567
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$32.4K
7,262
+8%
减持
TIP
ISHARES TR
-$31.8K
4,708
-10%
增持
SYK
STRYKER CORPORATION
+$30.7K
623
+11%
减持
SO
SOUTHERN CO
+$30.6K
3,636
-1%
减持
PFE
PFIZER INC
-$27.6K
13,199
-3%
增持
MBB
ISHARES TR
+$26.6K
7,028
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$25.8K
5,198
-0%
