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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 67
减持 44
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$10.8M
0
-100%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$2.9M
778,680
+9%
清仓
IAU
ISHARES GOLD TR
-$1.8M
0
-100%
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。
建仓
SHV
ISHARES TR
+$1.6M
14,370
减持
MSFT
MICROSOFT CORP
-$1.3M
6,032
-18%
减持
TYL
TYLER TECHNOLOGIES INC
-$1.3M
4,360
-29%
清仓
COR
CENCORA INC
-$885.8K
0
-100%
增持
BIL
SPDR SERIES TRUST
+$823.1K
11,292
+387%
清仓
XLV
SELECT SECTOR SPDR TR
-$820.6K
0
-100%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$701.3K
65,785
+39%
增持
BTAL
AGF INVTS TR
+$686.2K
134,046
+63%
清仓
GLDM
WORLD GOLD TR
-$647.3K
0
-100%
减持
AAPL
APPLE INC
-$632.3K
10,301
-14%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$630.5K
53,638
+48%
增持
QLD
PROSHARES TR
+$589.5K
41,336
+51%
增持
IVV
ISHARES TR
-$526.7K
20,319
+1%
减持
LLY
ELI LILLY & CO
-$474.2K
1,282
-17%
减持
NVDA
NVIDIA CORPORATION
-$456.6K
23,159
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$435.9K
80,642
+9%
减持
AMZN
AMAZON COM INC
-$428.0K
17,843
-1%
清仓
MLPA
GLOBAL X FDS
-$415.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$410.6K
8,199
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$405.6K
87,468
+15%
增持
IVE
ISHARES TR
+$387.8K
5,636
+49%
建仓
AVEM
AMERICAN CENTY ETF TR
+$385.0K
4,778
建仓
AMLP
ALPS ETF TR
+$384.9K
7,312
减持
GOOGL
ALPHABET INC
-$383.9K
4,852
-15%
减持
IYW
ISHARES TR
-$383.8K
4,143
-27%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$375.7K
9,359
+44%
减持
IWF
ISHARES TR
-$361.5K
2,656
-16%
清仓
RTX
RTX CORPORATION
-$360.2K
0
-100%
减持
META
META PLATFORMS INC
-$360.0K
2,253
-10%
清仓
MCK
MCKESSON CORP
-$287.3K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$285.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$281.2K
5,162
+15%
减持
AVGO
BROADCOM INC
-$280.4K
6,672
-2%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$273.4K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$269.8K
0
-100%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$267.3K
10,559
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$262.2K
8,597
清仓
DIS
DISNEY WALT CO
-$257.6K
0
-100%
建仓
IWD
ISHARES TR
+$254.1K
1,189
建仓
FIVE
FIVE BELOW INC
+$248.8K
1,089
增持
QQQI
NEOS ETF TRUST
+$247.7K
19,171
+46%
建仓
ABT
ABBOTT LABORATORIES
+$244.4K
2,381
增持
PPI
INVESTMENT MANAGERS SER TR I
+$243.1K
77,446
+5%
增持
IEMG
ISHARES INC
+$242.5K
15,971
+23%
增持
SPDW
SPDR INDEX SHS FDS
+$234.6K
14,096
+53%
增持
XTEN
BONDBLOXX ETF TRUST
+$234.3K
16,058
+48%
增持
BAI
BLACKROCK ETF TRUST
+$233.7K
14,816
+94%
清仓
C
CITIGROUP INC
-$233.1K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$231.9K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$231.0K
4,807
增持
T
AT&T INC
+$230.6K
32,294
+14%
清仓
SPTI
SPDR SERIES TRUST
-$228.5K
0
-100%
清仓
PFF
ISHARES TR
-$227.6K
0
-100%
减持
CAT
CATERPILLAR INC
+$220.7K
2,080
-5%
减持
ORCL
ORACLE CORP
-$220.3K
1,538
-33%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$218.0K
33,818
+26%
清仓
PANW
PALO ALTO NETWORKS INC
-$217.1K
0
-100%
增持
AGGA
EA SERIES TRUST
+$215.0K
62,493
+17%
建仓
UPS
UNITED PARCEL SVCS INC
+$214.7K
2,183
清仓
AMD
ADVANCED MICRO DEVICES INC
-$213.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$212.1K
16,281
+10%
清仓
HDV
ISHARES TR
-$212.0K
0
-100%
减持
TSLA
TESLA INC
-$211.1K
2,524
-1%
清仓
ALLW
SSGA ACTIVE TR
-$210.9K
0
-100%
减持
V
VISA INC
-$209.4K
2,792
-7%
建仓
SBUX
STARBUCKS CORP
+$209.4K
2,337
清仓
SHYG
ISHARES TR
-$209.2K
0
-100%
建仓
SMIZ
ZACKS TRUST
+$208.3K
5,620
清仓
VPU
VANGUARD WORLD FD
-$207.1K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$206.5K
1,440
-11%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$204.5K
3,433
清仓
MTB
M & T BK CORP
-$204.1K
0
-100%
增持
PYLD
PIMCO ETF TR
+$203.5K
27,185
+43%
清仓
VNQ
VANGUARD INDEX FDS
-$203.1K
0
-100%
清仓
GE
GE AEROSPACE
-$201.4K
0
-100%
建仓
QUIZ
ZACKS TRUST
+$200.5K
7,437
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$200.1K
45,246
+20%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$199.0K
69,295
+13%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$193.1K
28,227
+28%
增持
KMLM
KRANESHARES TRUST
+$192.1K
79,276
+1%
减持
EFG
ISHARES TR
-$191.6K
7,765
-16%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$191.3K
12,185
+53%
增持
TLT
ISHARES TR
+$183.3K
43,600
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$176.5K
5,213
-1%
增持
ABBV
ABBVIE INC
+$174.2K
13,014
+12%
减持
JPM
JPMORGAN CHASE & CO
-$174.0K
5,193
-2%
增持
SPYI
NEOS ETF TRUST
+$172.3K
21,469
+27%
增持
THRO
BLACKROCK ETF TRUST
+$171.6K
10,644
+92%
减持
QCOM
QUALCOMM INC
-$167.7K
1,858
-22%
减持
QUAL
ISHARES TR
-$154.3K
7,032
-7%
增持
FEPI
ETF OPPORTUNITIES TRUST
+$148.6K
12,533
+64%
减持
HD
HOME DEPOT INC
-$147.0K
1,494
-19%
减持
CEG
CONSTELLATION ENERGY CORP
-$144.0K
1,371
-8%
增持
DYNF
BLACKROCK ETF TRUST
+$140.7K
32,711
+13%
增持
IAGG
ISHARES TR
+$128.4K
7,820
+49%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$127.7K
3,741
+0%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$127.6K
10,868
+40%
增持
SPYG
SPDR SERIES TRUST
-$126.1K
17,012
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$123.6K
12,399
+26%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$121.9K
11,210
-3%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$116.9K
3,756
+47%
增持
DMBS
DOUBLELINE ETF TRUST
+$114.6K
11,058
+27%
减持
MPC
MARATHON PETE CORP
+$111.4K
1,622
-7%
减持
VGT
VANGUARD WORLD FD
-$110.8K
1,454
-3%
增持
IDV
ISHARES TR
+$110.4K
8,010
+37%
增持
O
REALTY INCOME CORP
+$109.4K
5,949
+32%
增持
SCHZ
SCHWAB STRATEGIC TR
+$108.6K
53,778
+10%
增持
GQQQ
EA SERIES TRUST
+$105.1K
40,621
+14%
增持
XLE
SELECT SECTOR SPDR TR
+$100.6K
6,070
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$100.5K
77,068
+14%
增持
EFV
ISHARES TR
+$99.1K
20,174
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$98.5K
424
+13%
减持
MGK
VANGUARD WORLD FD
-$98.5K
1,718
-3%
增持
AGG
ISHARES TR
+$97.3K
8,768
+13%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$95.3K
9,087
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$93.4K
3,345
+19%
减持
—
ROYAL CARIBBEAN GROUP
-$91.8K
2,933
-9%
增持
SLV
ISHARES SILVER TR
+$88.6K
5,008
+28%
增持
VTI
VANGUARD INDEX FDS
-$85.5K
6,982
+1%
增持
ROE
EA SERIES TRUST
+$76.0K
37,588
+6%
增持
MBB
ISHARES TR
+$73.6K
9,296
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$72.8K
331
+40%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.2K
1,063
-4%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$71.9K
765
-9%
减持
CVX
CHEVRON CORPORATION
+$70.4K
2,264
-13%
增持
COKE
COCA COLA CONS INC
+$69.3K
1,604
+3%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$66.4K
12,876
+8%
减持
CTAS
CINTAS CORP
-$64.8K
2,305
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$64.6K
4,027
-3%
减持
COP
CONOCOPHILLIPS
+$62.9K
2,226
-10%
减持
CSCO
CISCO SYS INC
-$59.5K
3,131
-20%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$58.8K
30,115
-1%
增持
GOVT
ISHARES TR
+$58.8K
12,931
+25%
减持
GLD
SPDR GOLD TR
-$57.5K
12,285
-9%
减持
EMXC
ISHARES INC
-$57.5K
5,507
-18%
减持
JNJ
JOHNSON & JOHNSON
+$56.5K
2,019
-4%
减持
PM
PHILIP MORRIS INTL INC
-$56.2K
2,055
-17%
增持
DGRO
ISHARES TR
+$53.8K
10,457
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$53.5K
16,741
+11%
减持
SPSM
SPDR SERIES TRUST
-$52.3K
9,160
-13%
增持
QDVO
AMPLIFY ETF TR
+$51.3K
14,102
+26%
增持
IUSB
ISHARES TR
+$50.3K
30,417
+4%
减持
XLY
SELECT SECTOR SPDR TR
-$50.0K
2,774
-6%
增持
SPYM
SPDR SERIES TRUST
-$49.9K
52,587
+4%
减持
F
FORD MTR CO
-$48.5K
16,697
-9%
增持
DHR
DANAHER CORP DEL
-$48.1K
1,839
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$47.2K
3,367
+0%
