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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 62
减持 50
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$9.7M
17,644
建仓
IAU
ISHARES GOLD TR
+$1.5M
24,387
增持
IVV
ISHARES TR
+$1.5M
20,634
+2%
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
NVDA
NVIDIA CORPORATION
+$1.2M
23,035
+1%
建仓
AGGA
EA SERIES TRUST
+$1.2M
45,637
清仓
EFA
ISHARES TR
-$1.0M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$1.0M
4,137
-83%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$951.9K
701,769
+2%
清仓
SPIB
SPDR SER TR
-$950.8K
0
-100%
增持
IWF
ISHARES TR
+$908.3K
4,459
+63%
减持
MSFT
MICROSOFT CORP
+$830.7K
6,911
-0%
增持
AVGO
BROADCOM INC
+$761.6K
6,777
+3%
建仓
COR
CENCORA INC
+$738.8K
2,464
增持
AMZN
AMAZON COM INC
+$588.2K
17,600
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$579.5K
10,098
-0%
增持
VOO
VANGUARD INDEX FDS
+$495.9K
3,397
+22%
增持
FBND
FIDELITY MERRIMACK STR TR
+$421.4K
17,542
+110%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$411.1K
54,486
+3%
增持
SPYI
NEOS ETF TRUST
+$388.0K
13,437
+123%
减持
LLY
ELI LILLY & CO
-$378.1K
1,895
-16%
减持
META
META PLATFORMS INC
+$360.1K
2,306
-1%
增持
—
ROYAL CARIBBEAN GROUP
+$355.7K
3,216
+1%
建仓
FIGB
FIDELITY MERRIMACK STR TR
+$348.1K
8,055
建仓
XLY
SELECT SECTOR SPDR TR
+$328.6K
1,512
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$326.2K
60,025
+5%
减持
USFR
WISDOMTREE TR
-$323.3K
7,213
-47%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$319.1K
14,811
+58%
减持
QUAL
ISHARES TR
-$317.4K
6,867
-25%
建仓
CAOS
EA SERIES TRUST
+$315.1K
3,547
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$303.7K
4,262
减持
KMLM
KRANESHARES TRUST
-$303.2K
73,881
-10%
减持
ABBV
ABBVIE INC
-$292.2K
12,041
-0%
建仓
MLPA
GLOBAL X FDS
+$287.0K
5,717
建仓
RTX
RTX CORPORATION
+$285.3K
1,954
增持
SPYG
SPDR SERIES TRUST
+$272.7K
17,305
+1%
建仓
RDFI
COLLABORATIVE INVESTMNT SER
+$265.5K
11,142
增持
VTI
VANGUARD INDEX FDS
+$265.0K
7,712
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$255.7K
1,281
+2%
建仓
FEPI
ETF OPPORTUNITIES TRUST
+$253.8K
5,576
建仓
SPTS
SPDR SERIES TRUST
+$245.3K
8,374
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$244.8K
4,569
建仓
SPTL
SPDR SERIES TRUST
+$239.9K
9,025
建仓
AMAT
APPLIED MATLS INC
+$239.5K
1,308
建仓
BTAL
AGF INVTS TR
+$239.1K
13,510
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$237.3K
10,760
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$237.0K
8,864
清仓
KDP
KEURIG DR PEPPER INC
-$233.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$227.0K
2,314
+14%
建仓
INTU
INTUIT
+$226.7K
288
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$226.6K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$226.5K
5,414
-11%
建仓
TRV
TRAVELERS COMPANIES INC
+$221.8K
829
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$221.8K
4,452
建仓
HYMB
SPDR SERIES TRUST
+$218.6K
8,822
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$217.4K
48,669
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$217.2K
5,148
-1%
建仓
SCHG
SCHWAB STRATEGIC TR
+$216.2K
7,401
增持
ORCL
ORACLE CORP
+$214.5K
2,718
+0%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$213.6K
4,288
清仓
TBUX
T ROWE PRICE ETF INC
-$213.1K
0
-100%
清仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$210.9K
0
-100%
清仓
CGMU
CAPITAL GRP FIXED INCM ETF T
-$209.6K
0
-100%
建仓
KLAC
KLA CORP
+$206.3K
230
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$205.0K
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC
-$203.6K
7,610
-6%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$203.2K
399
清仓
IFRA
ISHARES TR
-$202.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$200.8K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$200.5K
2,547
减持
SCHD
SCHWAB STRATEGIC TR
-$197.5K
76,143
-4%
增持
VUG
VANGUARD INDEX FDS
+$193.6K
1,805
+12%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$193.5K
23,505
+19%
减持
SPTI
SPDR SERIES TRUST
-$193.4K
17,093
-29%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$193.3K
3,264
-1%
增持
VGT
VANGUARD WORLD FD
+$192.6K
1,561
+0%
减持
IYW
ISHARES TR
+$185.9K
5,919
-1%
减持
CEG
CONSTELLATION ENERGY CORP
+$179.6K
1,486
-0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$175.0K
2,393
-18%
增持
AGG
ISHARES TR
+$172.9K
6,399
+37%
减持
GLD
SPDR GOLD TR
-$154.4K
17,741
-8%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$151.6K
20,414
+18%
增持
—
EXXON MOBIL CORP
-$145.8K
13,258
+0%
增持
GQQQ
EA SERIES TRUST
+$144.1K
33,011
+3%
增持
TSLA
TESLA INC
+$143.8K
2,085
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$136.5K
11,492
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$127.8K
3,346
+28%
增持
AAPL
APPLE INC
-$123.7K
11,708
+3%
增持
GOOGL
ALPHABET INC
+$122.9K
5,657
+0%
减持
SPYM
SPDR SERIES TRUST
+$121.6K
50,682
-6%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$119.0K
15,399
+25%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$118.8K
14,311
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$115.2K
13,873
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$113.3K
2,171
+3%
减持
RTRE
COLLABORATIVE INVESTMNT SER
-$99.2K
18,093
-18%
减持
XLE
SELECT SECTOR SPDR TR
-$96.2K
3,002
-20%
增持
SHOP
SHOPIFY INC
+$86.0K
3,789
+3%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$82.4K
13,152
-24%
减持
CSHI
NEOS ETF TRUST
-$80.4K
27,214
-6%
增持
ANET
ARISTA NETWORKS INC
+$80.3K
3,217
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$80.1K
35,000
-9%
减持
BSCU
INVESCO EXCH TRD SLF IDX FD
-$78.7K
10,328
-32%
增持
MELI
MERCADOLIBRE INC
+$78.5K
115
+1%
增持
TLT
ISHARES TR
+$78.1K
40,887
+5%
增持
DIS
DISNEY WALT CO
+$77.0K
2,881
+1%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$76.8K
16,433
+8%
增持
IEMG
ISHARES INC
+$76.0K
9,537
+4%
增持
XLI
SELECT SECTOR SPDR TR
+$75.4K
2,184
+16%
减持
EFG
ISHARES TR
-$71.4K
10,456
-16%
增持
SPDW
SPDR INDEX SHS FDS
+$70.9K
9,152
+11%
减持
IVW
ISHARES TR
+$65.8K
10,521
-11%
增持
CVX
CHEVRON CORP NEW
-$65.6K
4,050
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$65.5K
22,388
-6%
减持
EMXC
ISHARES INC
-$64.2K
7,652
-23%
减持
CMCSA
COMCAST CORP NEW
-$63.6K
6,507
-19%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$62.3K
2,554
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$58.4K
6,884
+22%
减持
PEP
PEPSICO INC
-$57.4K
3,116
-0%
增持
WMT
WALMART INC
+$53.1K
4,618
+2%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$52.9K
29,840
+2%
减持
MRK
MERCK & CO INC
-$52.1K
4,346
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$51.6K
1,387
+2%
减持
MBB
ISHARES TR
-$50.6K
6,482
-8%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$49.0K
69,776
-15%
增持
SPSM
SPDR SERIES TRUST
+$48.4K
11,851
+6%
减持
STIP
ISHARES TR
-$47.7K
8,284
-5%
减持
DYNF
BLACKROCK ETF TRUST
+$46.9K
24,152
-7%
减持
IUSB
ISHARES TR
-$44.3K
26,054
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$43.6K
1,243
+1%
减持
ELV
ELEVANCE HEALTH INC
-$43.0K
891
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$42.9K
1,204
-4%
增持
CTAS
CINTAS CORP
+$42.4K
2,410
+0%
减持
PG
PROCTER AND GAMBLE CO
-$42.2K
3,201
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$42.1K
4,028
-15%
减持
PM
PHILIP MORRIS INTL INC
+$41.8K
2,462
-4%
增持
COP
CONOCOPHILLIPS
-$41.2K
2,732
+0%
增持
DMBS
DOUBLELINE ETF TRUST
+$41.2K
8,293
+11%
减持
TIP
ISHARES TR
-$40.3K
4,387
-7%
增持
CSX
CSX CORP
+$38.0K
11,865
+0%
减持
AXP
AMERICAN EXPRESS CO
+$36.4K
771
-1%
减持
USMV
ISHARES TR
-$35.6K
4,724
-8%
增持
NVS
NOVARTIS AG
+$35.4K
3,498
+1%
减持
SCZ
ISHARES TR
+$34.1K
5,078
-4%
增持
MCD
MCDONALDS CORP
-$33.9K
1,762
+0%
减持
IVE
ISHARES TR
-$33.8K
2,532
-9%
增持
IEFA
ISHARES TR
+$33.4K
3,602
+2%
减持
JNJ
JOHNSON & JOHNSON
-$33.1K
2,319
-1%
增持
HD
HOME DEPOT INC
+$32.6K
2,783
+3%
减持
CSCO
CISCO SYS INC
+$32.4K
4,494
-1%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$32.3K
32,369
+3%
增持
SYY
SYSCO CORP
+$31.8K
3,447
+13%
