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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 71
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ARP
ADVISORS INNER CIRCLE FD II
+$2.3M
724,223
+3%
建仓
QLD
PROSHARES TR
+$1.7M
12,675
增持
QQQ
INVESCO QQQ TR
+$1.5M
18,770
+6%
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
IVV
ISHARES TR
+$1.1M
20,858
+1%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
48,525
+447%
增持
BTAL
AGF INVTS TR
+$1.1M
84,354
+524%
减持
TYL
TYLER TECHNOLOGIES INC
-$791.8K
7,110
-7%
增持
NVDA
NVIDIA CORPORATION
+$740.8K
23,476
+2%
增持
AAPL
APPLE INC
+$648.6K
11,981
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$605.2K
70,798
+18%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$563.4K
63,258
+16%
减持
—
EXXON MOBIL CORP
-$531.4K
7,963
-40%
增持
VOO
VANGUARD INDEX FDS
+$514.2K
3,991
+17%
增持
TSLA
TESLA INC
+$470.4K
2,547
+22%
减持
SPY
SPDR S&P 500 ETF TR
+$409.2K
9,979
-1%
减持
ABBV
ABBVIE INC
+$400.6K
11,384
-5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$392.1K
55,372
+14%
增持
GOOGL
ALPHABET INC
+$386.7K
5,691
+1%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$383.6K
30,883
+51%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$377.8K
5,863
+75%
清仓
USFR
WISDOMTREE TR
-$362.9K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$349.3K
32,213
+37%
清仓
MRK
MERCK & CO INC
-$344.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$328.2K
2,334
+29%
减持
AVGO
BROADCOM INC
+$322.4K
6,640
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$312.4K
1,857
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$298.8K
5,684
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$292.5K
3,694
+13%
减持
CVX
CHEVRON CORP NEW
-$289.4K
1,871
-54%
建仓
GOOG
ALPHABET INC
+$279.1K
1,146
建仓
LRCX
LAM RESEARCH CORP
+$278.4K
2,079
清仓
DGRW
WISDOMTREE TR
-$278.1K
0
-100%
建仓
MCK
MCKESSON CORP
+$277.4K
359
建仓
ONEQ
FIDELITY COMWLTH TR
+$277.3K
3,111
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$272.5K
24,178
+57%
建仓
FNV
FRANCO NEV CORP
+$268.2K
1,203
建仓
O
REALTY INCOME CORP
+$259.8K
4,273
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$258.1K
8,715
减持
GLD
SPDR GOLD TR
-$246.5K
14,520
-18%
减持
LLY
ELI LILLY & CO
-$246.2K
1,613
-15%
增持
MSFT
MICROSOFT CORP
+$245.5K
7,111
+3%
清仓
SPTL
SPDR SERIES TRUST
-$239.9K
0
-100%
增持
IWF
ISHARES TR
+$238.9K
4,552
+2%
清仓
CMCSA
COMCAST CORP NEW
-$232.3K
0
-100%
减持
ROE
EA SERIES TRUST
-$231.1K
35,885
-21%
建仓
ALLW
SSGA ACTIVE TR
+$225.7K
8,095
清仓
TRV
TRAVELERS COMPANIES INC
-$221.8K
0
-100%
建仓
QQQI
NEOS ETF TRUST
+$220.6K
4,070
建仓
XTEN
BONDBLOXX ETF TRUST
+$218.5K
4,685
清仓
MDLZ
MONDELEZ INTL INC
-$212.8K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$211.9K
1,119
建仓
ARKK
ARK ETF TR
+$211.4K
2,450
建仓
SHYG
ISHARES TR
+$211.4K
4,882
清仓
SHV
ISHARES TR
-$210.1K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$209.6K
3,173
建仓
IYC
ISHARES TR
+$208.8K
1,992
建仓
FISV
FISERV INC
+$205.2K
1,592
建仓
C
CITIGROUP INC
+$205.0K
2,020
建仓
XLU
SELECT SECTOR SPDR TR
+$205.0K
2,350
建仓
PFF
ISHARES TR
+$203.8K
6,446
减持
CSHI
NEOS ETF TRUST
-$203.6K
23,124
-15%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$203.2K
0
-100%
建仓
QDVO
AMPLIFY ETF TR
+$201.7K
6,944
清仓
BSV
VANGUARD BD INDEX FDS
-$200.5K
0
-100%
增持
GPIX
GOLDMAN SACHS ETF TR
+$198.7K
7,894
+84%
增持
GQQQ
EA SERIES TRUST
+$197.6K
36,960
+12%
增持
DYNF
BLACKROCK ETF TRUST
+$188.3K
25,399
+5%
减持
IAU
ISHARES GOLD TR
+$181.5K
23,392
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$172.8K
5,279
+3%
减持
TLTW
ISHARES TR
-$170.9K
14,450
-34%
减持
CAT
CATERPILLAR INC
+$161.6K
2,222
-4%
增持
IVW
ISHARES TR
+$160.6K
10,926
+4%
增持
IYW
ISHARES TR
+$158.0K
6,043
+2%
减持
HD
HOME DEPOT INC
-$152.8K
2,142
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$151.1K
11,599
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$150.3K
19,404
-13%
减持
TIP
ISHARES TR
-$150.2K
2,990
-32%
增持
ANET
ARISTA NETWORKS INC
+$147.6K
3,272
+2%
增持
QUAL
ISHARES TR
+$144.2K
7,196
+5%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$141.2K
69,940
+0%
增持
SHOP
SHOPIFY INC
+$140.2K
3,884
+3%
减持
PG
PROCTER AND GAMBLE CO
-$139.7K
2,410
-25%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$139.3K
30,240
+1%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$137.1K
33,969
+5%
增持
IEMG
ISHARES INC
+$136.3K
10,753
+13%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$124.3K
11,966
+14%
减持
VTI
VANGUARD INDEX FDS
+$119.9K
7,508
-3%
减持
SPYM
SPDR SERIES TRUST
+$117.7K
48,528
-4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$117.5K
12,191
-15%
减持
NFLX
NETFLIX INC
-$114.0K
670
-2%
增持
VTV
VANGUARD INDEX FDS
+$110.4K
5,410
+6%
增持
SPTI
SPDR SERIES TRUST
+$107.9K
20,749
+21%
增持
KLAC
KLA CORP
+$106.8K
290
+26%
减持
QCOM
QUALCOMM INC
-$101.7K
2,453
-23%
减持
ADBE
ADOBE INC
-$100.5K
693
-22%
增持
SCHG
SCHWAB STRATEGIC TR
+$98.2K
9,852
+33%
增持
FBND
FIDELITY MERRIMACK STR TR
+$98.2K
19,480
+11%
减持
VGT
VANGUARD WORLD FD
+$91.4K
1,509
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$91.0K
894
-30%
增持
VYM
VANGUARD WHITEHALL FDS
+$89.7K
2,660
+24%
增持
COR
CENCORA INC
+$87.6K
2,644
+7%
减持
PEP
PEPSICO INC
-$87.2K
2,308
-26%
减持
ORCL
ORACLE CORP
+$85.7K
2,418
-11%
减持
SBUX
STARBUCKS CORP
-$84.0K
2,675
-21%
增持
SPYI
NEOS ETF TRUST
+$82.3K
14,502
+8%
增持
BINC
BLACKROCK ETF TRUST II
+$81.1K
8,134
+22%
减持
V
VISA INC
-$78.5K
3,000
-3%
增持
AGGA
EA SERIES TRUST
+$76.4K
48,363
+6%
增持
IVE
ISHARES TR
+$76.0K
2,764
+9%
增持
SCHZ
SCHWAB STRATEGIC TR
+$75.4K
37,868
+8%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$72.3K
5,606
+26%
增持
MGK
VANGUARD WORLD FD
+$71.6K
1,723
+1%
减持
PM
PHILIP MORRIS INTL INC
-$71.3K
2,325
-6%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$68.8K
8,895
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$67.0K
575
-25%
减持
DMBS
DOUBLELINE ETF TRUST
-$66.9K
6,844
-17%
增持
CAOS
EA SERIES TRUST
+$64.2K
4,237
+19%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$64.2K
873
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$63.2K
10,138
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$62.4K
2,172
+0%
增持
MBB
ISHARES TR
+$62.3K
7,051
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$62.0K
14,713
+9%
增持
META
META PLATFORMS INC
+$61.5K
2,402
+4%
增持
HYD
VANECK ETF TRUST
+$60.1K
6,731
+20%
增持
MPC
MARATHON PETE CORP
+$59.8K
1,751
+5%
增持
HYMB
SPDR SERIES TRUST
+$59.6K
11,157
+26%
增持
FEPI
ETF OPPORTUNITIES TRUST
+$55.9K
6,612
+19%
增持
AMZN
AMAZON COM INC
+$55.9K
17,840
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$55.8K
4,905
+15%
减持
T
AT&T INC
-$53.8K
30,216
-4%
减持
DIS
DISNEY WALT CO
-$53.0K
2,658
-8%
增持
VTEB
VANGUARD MUN BD FDS
+$50.5K
7,749
+13%
增持
AEP
AMERICAN ELEC PWR CO INC
+$49.2K
2,754
+10%
增持
DVY
ISHARES TR
+$48.6K
1,800
+15%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$48.4K
12,392
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$48.2K
1,436
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$48.1K
14,843
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$47.5K
2,376
-1%
减持
EFV
ISHARES TR
+$46.1K
19,176
-3%
增持
FIS
FIDELITY NATL INFORMATION SV
-$45.4K
4,117
+6%
减持
JNJ
JOHNSON & JOHNSON
+$44.5K
2,151
-7%
减持
SPMD
SPDR SERIES TRUST
-$43.4K
4,535
-19%
减持
CSCO
CISCO SYS INC
-$42.3K
3,939
-12%
增持
MLPA
GLOBAL X FDS
+$41.9K
6,793
+19%
增持
CTAS
CINTAS CORP
-$41.6K
2,414
+0%
减持
SPSM
SPDR SERIES TRUST
-$40.9K
10,017
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$40.7K
1,114
-7%
减持
MTB
M & T BK CORP
-$40.4K
1,418
-14%
减持
IWM
ISHARES TR
+$40.0K
1,710
-1%
减持
RTX
RTX CORPORATION
+$38.3K
1,934
-1%
