Latitude Advisors, LLC
YORKVILLE IL · SEC CIK 0001843715
$2.51亿2026Q2 申报市值
239持仓数
30.9%前十大占比 · 第一大 9.6%
29 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CAOS 加仓+$110.15万
DBMF 新建仓+$105.85万
IWF 加仓+$77.13万
ALL 新建仓+$70.98万
SPYM 加仓+$70.94万
2026Q2 卖出最多 按季末市值估算
SHV 清仓-$158.63万
ADVISORS INNER C 减仓-$126.00万
BIL 清仓-$103.48万
IVV 减仓-$83.05万
DIA 减仓-$74.23万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ONEQ | FIDELITY COMWLTH TR | $40.41万 | 0.16% | 3,915 | -124 | -3.1% | -$1.28万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $41.20万 | 0.16% | 11,257 | 11,257 | — | $41.20万 | 新建仓 |
| IDV | ISHARES TR | $41.25万 | 0.16% | 9,956 | 1,946 | 24.3% | $8.06万 | 加仓 |
| GOOG | ALPHABET INC | $41.43万 | 0.17% | 1,173 | 21 | 1.8% | $7,418 | 加仓 |
| MPC | MARATHON PETE CORP | $41.47万 | 0.17% | 1,622 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $41.54万 | 0.17% | 14,318 | 6,332 | 79.3% | $18.37万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $42.06万 | 0.17% | 11,437 | 11,437 | — | $42.06万 | 新建仓 |
| ACWX | ISHARES TR | $42.07万 | 0.17% | 5,527 | 5,527 | — | $42.07万 | 新建仓 |
| DVY | ISHARES TR | $42.12万 | 0.17% | 2,695 | 194 | 7.8% | $3.03万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.36万 | 0.17% | 3,096 | 446 | 16.8% | $6.10万 | 加仓 |
| MCD | MCDONALDS CORP | $42.76万 | 0.17% | 1,582 | -91 | -5.4% | -$2.46万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $43.04万 | 0.17% | 16,650 | 6,091 | 57.7% | $15.75万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $43.53万 | 0.17% | 7,288 | -1,936 | -21.0% | -$11.56万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $43.55万 | 0.17% | 2,351 | -2 | -0.1% | -$370 | 减仓 |
| USMV | ISHARES TR | $43.86万 | 0.17% | 4,547 | 140 | 3.2% | $1.35万 | 加仓 |
| GOVT | ISHARES TR | $44.12万 | 0.18% | 19,370 | 6,439 | 49.8% | $14.67万 | 加仓 |
| IWM | ISHARES TR | $44.18万 | 0.18% | 1,471 | 14 | 1.0% | $4,205 | 加仓 |
| AMLP | ALPS ETF TR | $45.06万 | 0.18% | 8,691 | 1,379 | 18.9% | $7.15万 | 加仓 |
| NFLX | NETFLIX INC. | $45.82万 | 0.18% | 6,418 | -894 | -12.2% | -$6.38万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.07万 | 0.18% | 456 | 125 | 37.8% | $12.63万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.17万 | 0.18% | 2,552 | 497 | 24.2% | $8.99万 | 加仓 |
| SHOP | SHOPIFY INC | $46.26万 | 0.18% | 4,051 | 33 | 0.8% | $3,768 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $47.20万 | 0.19% | 17,813 | 660 | 3.8% | $1.75万 | 加仓 |
| IJH | ISHARES TR | $47.50万 | 0.19% | 6,160 | -47 | -0.8% | -$3,624 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $47.83万 | 0.19% | 5,309 | 183 | 3.6% | $1.65万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $48.09万 | 0.19% | 13,646 | 5,049 | 58.7% | $17.79万 | 加仓 |
| MS | MORGAN STANLEY | $48.79万 | 0.19% | 2,334 | 2,334 | — | $48.79万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.80万 | 0.19% | 840 | -158 | -15.8% | -$9.18万 | 重新持有 |
| ILTB | ISHARES TR | $49.99万 | 0.20% | 10,150 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $50.04万 | 0.20% | 4,891 | -616 | -11.2% | -$6.30万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $51.35万 | 0.20% | 8,904 | -256 | -2.8% | -$1.48万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $51.80万 | 0.21% | 12,876 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $51.96万 | 0.21% | 3,315 | -55 | -1.6% | -$8,620 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $52.77万 | 0.21% | 12,237 | -296 | -2.4% | -$1.28万 | 减仓 |
| KO | COCA COLA CO | $53.93万 | 0.22% | 6,635 | 234 | 3.7% | $1.90万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $54.12万 | 0.22% | 1,036 | -1,421 | -57.8% | -$74.23万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $54.34万 | 0.22% | 12,606 | 1,962 | 18.4% | $8.46万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $54.94万 | 0.22% | 2,313 | -487 | -17.4% | -$11.57万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $55.83万 | 0.22% | 11,039 | 2,983 | 37.0% | $15.09万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $55.89万 | 0.22% | 10,058 | 169 | 1.7% | $9,391 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $56.34万 | 0.22% | 9,976 | -850 | -7.9% | -$4.80万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $56.57万 | 0.23% | 5,863 | 1,085 | 22.7% | $10.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.82万 | 0.23% | 3,596 | 251 | 7.5% | $3.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.52万 | 0.23% | 3,922 | 1,476 | 60.3% | $21.65万 | 加仓 |
| ITOT | ISHARES TR | $57.62万 | 0.23% | 3,507 | 10 | 0.3% | $1,643 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $57.81万 | 0.23% | 11,045 | -1,354 | -10.9% | -$7.09万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $58.59万 | 0.23% | 1,339 | 1,339 | — | $58.59万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.25万 | 0.24% | 5,164 | -49 | -0.9% | -$5,717 | 减仓 |
| T | AT&T INC | $61.29万 | 0.24% | 29,609 | -2,685 | -8.3% | -$5.56万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $62.52万 | 0.25% | 3,680 | 211 | 6.1% | $3.58万 | 加仓 |
| NOBL | PROSHARES TR | $63.49万 | 0.25% | 11,306 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $63.97万 | 0.26% | 33,899 | 110 | 0.3% | $2,076 | 加仓 |
| CSX | CSX CORP | $63.97万 | 0.26% | 13,460 | 3,550 | 35.8% | $16.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.58万 | 0.26% | 1,291 | -36 | -2.7% | -$1.80万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $65.05万 | 0.26% | 5,139 | 1,772 | 52.6% | $22.43万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $65.41万 | 0.26% | 1,274 | -166 | -11.5% | -$8.52万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $65.76万 | 0.26% | 13,210 | 20 | 0.2% | $996 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $65.87万 | 0.26% | 11,105 | 237 | 2.2% | $1.41万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $67.92万 | 0.27% | 11,093 | -1,092 | -9.0% | -$6.69万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $68.94万 | 0.27% | 14,045 | 2,987 | 27.0% | $14.66万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $69.02万 | 0.28% | 2,360 | -2,000 | -45.9% | -$58.49万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $69.38万 | 0.28% | 1,601 | 74 | 4.8% | $3.21万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $69.80万 | 0.28% | 13,853 | -243 | -1.7% | -$1.22万 | 减仓 |
| ALL | ALLSTATE CORP | $70.98万 | 0.28% | 2,983 | 2,983 | — | $70.98万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $71.09万 | 0.28% | 16,791 | 510 | 3.1% | $2.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $71.18万 | 0.28% | 9,990 | -441 | -4.2% | -$3.14万 | 减仓 |
| HD | HOME DEPOT INC | $71.83万 | 0.29% | 2,037 | 543 | 36.3% | $19.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $71.93万 | 0.29% | 3,775 | -252 | -6.3% | -$4.80万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $72.35万 | 0.29% | 14,308 | -2,204 | -13.3% | -$11.15万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $73.39万 | 0.29% | 4,543 | 787 | 21.0% | $12.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.70万 | 0.29% | 2,902 | 883 | 43.7% | $22.43万 | 加仓 |
| ZECP | ZACKS TRUST | $74.58万 | 0.30% | 19,761 | 6,460 | 48.6% | $24.38万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $74.65万 | 0.30% | 16,377 | 319 | 2.0% | $1.45万 | 加仓 |
| MGK | VANGUARD WORLD FD | $76.53万 | 0.31% | 8,705 | 115 | 1.3% | $1.01万 | 加仓 |
| V | VISA INC | $78.01万 | 0.31% | 2,274 | -518 | -18.6% | -$17.77万 | 减仓 |
| DGRO | ISHARES TR | $79.20万 | 0.32% | 10,450 | -7 | -0.1% | -$531 | 减仓 |
| PYLD | PIMCO ETF TR | $81.02万 | 0.32% | 30,549 | 3,364 | 12.4% | $8.92万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $86.41万 | 0.34% | 36,275 | 15,694 | 76.3% | $37.38万 | 加仓 |
| META | META PLATFORMS INC | $87.22万 | 0.35% | 1,548 | -705 | -31.3% | -$39.72万 | 减仓 |
| STIP | ISHARES TR | $88.61万 | 0.35% | 8,673 | -56 | -0.6% | -$5,721 | 减仓 |
| EFG | ISHARES TR | $90.50万 | 0.36% | 7,273 | -492 | -6.3% | -$6.12万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $90.58万 | 0.36% | 2,853 | -80 | -2.7% | -$2.54万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $91.16万 | 0.36% | 30,215 | 100 | 0.3% | $3,017 | 加仓 |
| CSHI | NEOS ETF TRUST | $91.53万 | 0.37% | 18,376 | -2,144 | -10.4% | -$10.68万 | 减仓 |
| MBB | ISHARES TR | $93.16万 | 0.37% | 9,856 | 560 | 6.0% | $5.29万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $93.28万 | 0.37% | 20,506 | 251 | 1.2% | $1.14万 | 加仓 |
| — | WEBSTER FINL CORP | $96.56万 | 0.39% | 12,636 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $97.00万 | 0.39% | 18,399 | 3,583 | 24.2% | $18.89万 | 加仓 |
| IYW | ISHARES TR | $99.96万 | 0.40% | 3,963 | -180 | -4.3% | -$4.54万 | 减仓 |
| AGG | ISHARES TR | $100.80万 | 0.40% | 10,184 | 1,416 | 16.1% | $14.01万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $102.23万 | 0.41% | 39,412 | -26,373 | -40.1% | -$68.41万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $105.85万 | 0.42% | 34,580 | 34,580 | — | $105.85万 | 新建仓 |
| TSLA | TESLA INC | $106.18万 | 0.42% | 2,525 | 1 | 0.0% | $421 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $106.82万 | 0.43% | 17,381 | 640 | 3.8% | $3.93万 | 加仓 |
| BTAL | AGF INVTS TR | $112.26万 | 0.45% | 100,681 | -33,365 | -24.9% | -$37.20万 | 减仓 |
| — | EXXON MOBIL CORP | $112.67万 | 0.45% | 8,241 | 42 | 0.5% | $5,742 | 加仓 |
| IEMG | ISHARES INC | $113.43万 | 0.45% | 13,692 | -2,279 | -14.3% | -$18.88万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $115.17万 | 0.46% | 9,417 | 330 | 3.6% | $4.04万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $118.33万 | 0.47% | 31,172 | 2,945 | 10.4% | $11.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $119.12万 | 0.48% | 5,466 | 33 | 0.6% | $7,191 | 加仓 |