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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 75
减持 41
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
TYL
TYLER TECHNOLOGIES INC
-$946.0K
6,110
-14%
建仓
XLV
SELECT SECTOR SPDR TR
+$820.6K
5,301
减持
SPY
SPDR S&P 500 ETF TR
-$766.6K
8,625
-14%
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
ARP
ADVISORS INNER CIRCLE FD II
-$708.1K
714,154
-1%
建仓
GLDM
WORLD GOLD TR
+$647.3K
7,582
减持
IWF
ISHARES TR
-$638.4K
3,156
-31%
建仓
PYLD
PIMCO ETF TR
+$508.8K
19,069
增持
QQQI
NEOS ETF TRUST
+$484.4K
13,089
+222%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$473.4K
7,986
减持
QQQ
INVESCO QQQ TR
-$439.3K
17,629
-6%
减持
LLY
ELI LILLY & CO
+$422.6K
1,538
-5%
建仓
ZECP
ZACKS TRUST
+$412.3K
11,862
减持
GOOGL
ALPHABET INC
+$395.6K
5,684
-0%
减持
SPTI
SPDR SERIES TRUST
-$371.1K
7,925
-62%
增持
VOO
VANGUARD INDEX FDS
+$359.1K
4,470
+12%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$339.7K
75,970
+7%
增持
XTEN
BONDBLOXX ETF TRUST
+$283.6K
10,863
+132%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$281.9K
34,469
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$273.9K
61,231
+11%
增持
SPYM
SPDR SERIES TRUST
+$273.2K
50,797
+5%
建仓
IAGG
ISHARES TR
+$262.9K
5,257
增持
DYNF
BLACKROCK ETF TRUST
+$258.8K
28,983
+14%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$257.3K
0
-100%
建仓
BAI
BLACKROCK ETF TRUST
+$254.4K
7,641
建仓
SLV
ISHARES SILVER TR
+$252.7K
3,922
增持
SCHZ
SCHWAB STRATEGIC TR
+$251.3K
48,784
+29%
清仓
ADBE
ADOBE INC
-$244.3K
0
-100%
建仓
MRK
MERCK & CO INC
+$243.8K
2,316
清仓
BSJS
INVESCO EXCH TRD SLF IDX FD
-$239.8K
0
-100%
建仓
COKE
COCA COLA CONS INC
+$238.3K
1,554
建仓
GOVT
ISHARES TR
+$237.5K
10,314
建仓
VXUS
VANGUARD STAR FDS
+$236.0K
3,129
减持
ORCL
ORACLE CORP
-$233.4K
2,291
-5%
增持
IVE
ISHARES TR
+$231.3K
3,783
+37%
建仓
IDV
ISHARES TR
+$230.5K
5,843
清仓
SYK
STRYKER CORPORATION
-$230.3K
0
-100%
清仓
INTU
INTUIT
-$230.1K
0
-100%
减持
HD
HOME DEPOT INC
-$229.3K
1,855
-13%
增持
AMZN
AMAZON COM INC
+$227.0K
17,954
+1%
清仓
SBUX
STARBUCKS CORP
-$226.3K
0
-100%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$225.0K
36,338
+18%
建仓
IWB
ISHARES TR
+$224.8K
602
增持
ITOT
ISHARES TR
+$223.5K
3,375
+77%
增持
MU
MICRON TECHNOLOGY INC
+$223.2K
1,877
+1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$222.8K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$218.6K
67,391
+7%
建仓
ICVT
ISHARES TR
+$218.2K
2,215
建仓
THRO
BLACKROCK ETF TRUST
+$213.9K
5,548
建仓
AMD
ADVANCED MICRO DEVICES INC
+$213.7K
998
建仓
HDV
ISHARES TR
+$212.0K
1,743
清仓
ARKK
ARK ETF TR
-$211.4K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$210.0K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$209.1K
37,800
+17%
建仓
GS
GOLDMAN SACHS GROUP INC
+$207.3K
236
清仓
DBEF
DBX ETF TR
-$207.1K
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$206.7K
22,027
+34%
清仓
FISV
FISERV INC
-$205.2K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$205.0K
0
-100%
建仓
EMB
ISHARES TR
+$203.3K
2,111
建仓
GE
GE AEROSPACE
+$201.4K
654
减持
AAPL
APPLE INC
+$195.9K
11,942
-0%
减持
CAT
CATERPILLAR INC
+$193.2K
2,188
-2%
增持
QLD
PROSHARES TR
+$193.0K
27,439
+116%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$185.5K
19,096
+71%
减持
GLD
SPDR GOLD TR
+$182.2K
13,484
-7%
清仓
BSCU
INVESCO EXCH TRD SLF IDX FD
-$176.2K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$164.8K
3,772
-37%
增持
IEMG
ISHARES INC
+$162.7K
12,965
+21%
减持
IVV
ISHARES TR
-$160.5K
20,147
-3%
减持
BTAL
AGF INVTS TR
-$157.8K
82,354
-2%
增持
AVGO
BROADCOM INC
+$154.9K
6,777
+2%
增持
CAH
CARDINAL HEALTH INC
+$153.5K
2,731
+5%
增持
RTRE
COLLABORATIVE INVESTMNT SER
+$150.1K
23,695
+34%
减持
T
AT&T INC
-$147.7K
28,404
-6%
增持
SPYG
SPDR SERIES TRUST
+$144.8K
16,793
+7%
增持
MSFT
MICROSOFT CORP
-$142.2K
7,321
+3%
增持
—
ROYAL CARIBBEAN GROUP
-$141.2K
3,223
+0%
减持
VTI
VANGUARD INDEX FDS
-$138.4K
6,936
-8%
增持
MBB
ISHARES TR
+$138.2K
8,497
+21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$137.8K
16,733
-14%
增持
SPYI
NEOS ETF TRUST
+$129.2K
16,899
+17%
增持
AGGA
EA SERIES TRUST
+$127.5K
53,593
+11%
增持
AGG
ISHARES TR
+$124.4K
7,740
+20%
增持
KMLM
KRANESHARES TRUST
+$123.6K
78,747
+10%
增持
QDVO
AMPLIFY ETF TR
+$122.9K
11,183
+61%
增持
IUSB
ISHARES TR
+$119.6K
29,108
+10%
增持
IVW
ISHARES TR
+$118.6K
11,663
+7%
增持
NFLX
NETFLIX INC
-$117.8K
7,305
+990%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$116.1K
7,760
+38%
增持
NVDA
NVIDIA CORPORATION
+$115.4K
24,105
+3%
减持
IAU
ISHARES GOLD TR
+$115.0K
22,388
-4%
增持
META
META PLATFORMS INC
-$114.5K
2,498
+4%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$112.7K
30,540
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$111.0K
6,514
+11%
减持
EFG
ISHARES TR
-$107.7K
9,273
-9%
增持
CVX
CHEVRON CORP NEW
+$107.5K
2,611
+40%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$104.8K
3,740
+1%
增持
QUAL
ISHARES TR
+$103.4K
7,567
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$102.2K
10,250
-17%
增持
EFV
ISHARES TR
+$100.2K
19,617
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$100.1K
9,237
-15%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$97.8K
5,283
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$97.5K
5,250
-25%
增持
DVY
ISHARES TR
+$97.1K
2,500
+39%
减持
CSHI
NEOS ETF TRUST
-$96.9K
21,173
-8%
增持
VUG
VANGUARD INDEX FDS
+$95.5K
2,491
+7%
增持
DMBS
DOUBLELINE ETF TRUST
+$91.4K
8,688
+27%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$88.5K
26,868
+11%
增持
BINC
BLACKROCK ETF TRUST II
+$87.2K
9,859
+21%
增持
GOOG
ALPHABET INC
+$86.9K
1,166
+2%
增持
MLPA
GLOBAL X FDS
+$86.6K
8,583
+26%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$85.9K
73,424
+5%
增持
—
EXXON MOBIL CORP
+$82.6K
8,147
+2%
减持
MTB
M & T BK CORP
-$76.0K
1,013
-29%
增持
KO
COCA COLA CO
+$73.2K
6,460
+13%
减持
TLTW
ISHARES TR
-$70.7K
11,784
-18%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$70.5K
47,201
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$70.5K
1,296
-10%
增持
SHOP
SHOPIFY INC
+$69.6K
4,018
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$68.9K
2,436
+3%
增持
GPIX
GOLDMAN SACHS ETF TR
+$65.4K
9,048
+15%
增持
CAOS
EA SERIES TRUST
+$64.3K
4,942
+17%
增持
MO
ALTRIA GROUP INC
+$63.0K
4,728
+49%
减持
IEFA
ISHARES TR
-$62.7K
2,684
-23%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$62.5K
9,425
+6%
减持
AMAT
APPLIED MATLS INC
+$61.0K
1,211
-1%
减持
COR
CENCORA INC
+$59.3K
2,623
-1%
增持
ONEQ
FIDELITY COMWLTH TR
+$58.2K
3,671
+18%
减持
BIL
SPDR SERIES TRUST
-$56.7K
2,317
-21%
增持
DHR
DANAHER CORPORATION
+$53.3K
1,734
+0%
减持
MPC
MARATHON PETE CORP
-$52.8K
1,750
-0%
增持
VTV
VANGUARD INDEX FDS
+$50.3K
5,546
+3%
减持
IYW
ISHARES TR
-$48.2K
5,686
-6%
增持
STIP
ISHARES TR
+$48.1K
8,545
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$47.8K
74,303
+2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$47.6K
3,100
+13%
减持
DIS
DISNEY WALT CO
-$46.8K
2,264
-15%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$44.7K
2,549
+19%
增持
VUSB
VANGUARD BD INDEX FDS
+$42.8K
13,635
+7%
增持
SPMD
SPDR SERIES TRUST
+$42.3K
5,209
+15%
减持
IWM
ISHARES TR
-$42.0K
1,510
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
-$41.4K
14,859
+1%
增持
CTAS
CINTAS CORP
-$40.7K
2,418
+0%
增持
FEPI
ETF OPPORTUNITIES TRUST
+$38.8K
7,652
+16%
减持
JNJ
JOHNSON & JOHNSON
+$38.3K
2,112
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$38.2K
11,494
-6%
减持
LRCX
LAM RESEARCH CORP
+$38.1K
1,849
-11%
增持
RTX
RTX CORPORATION
+$36.6K
1,964
+2%
增持
MGK
VANGUARD WORLD FD
+$36.5K
1,768
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$36.4K
5,281
+0%
