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 |
|---|---|---|---|---|---|---|---|---|
| QQQI | NEOS ETF TRUST | $129.74万 | 0.52% | 22,846 | 3,675 | 19.2% | $20.87万 | 加仓 |
| SPYI | NEOS ETF TRUST | $129.91万 | 0.52% | 24,470 | 3,001 | 14.0% | $15.93万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $136.68万 | 0.55% | 41,457 | 7,639 | 22.6% | $25.19万 | 加仓 |
| GQQQ | EA SERIES TRUST | $137.94万 | 0.55% | 37,979 | -2,642 | -6.5% | -$9.60万 | 减仓 |
| VGT | VANGUARD WORLD FD | $137.95万 | 0.55% | 11,542 | -90 | -0.8% | -$1.08万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $139.93万 | 0.56% | 60,496 | 6,718 | 12.5% | $15.54万 | 加仓 |
| QUAL | ISHARES TR | $142.93万 | 0.57% | 6,514 | -518 | -7.4% | -$11.37万 | 减仓 |
| GOOGL | ALPHABET INC | $145.55万 | 0.58% | 4,073 | -779 | -16.1% | -$27.84万 | 减仓 |
| IVE | ISHARES TR | $146.05万 | 0.58% | 6,432 | 796 | 14.1% | $18.07万 | 加仓 |
| EFV | ISHARES TR | $146.42万 | 0.58% | 19,128 | -1,046 | -5.2% | -$8.01万 | 减仓 |
| CAOS | EA SERIES TRUST | $154.79万 | 0.62% | 17,130 | 12,190 | 246.8% | $110.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $158.74万 | 0.63% | 4,850 | -343 | -6.6% | -$11.23万 | 减仓 |
| ROE | EA SERIES TRUST | $158.99万 | 0.63% | 37,294 | -294 | -0.8% | -$1.25万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $167.43万 | 0.67% | 78,650 | 1,204 | 1.6% | $2.56万 | 加仓 |
| IUSB | ISHARES TR | $168.99万 | 0.67% | 36,617 | 6,200 | 20.4% | $28.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $170.14万 | 0.68% | 1,474 | -165 | -10.1% | -$19.05万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $171.69万 | 0.68% | 10,939 | 1,580 | 16.9% | $24.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $172.71万 | 0.69% | 20,050 | 2,848 | 16.6% | $24.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $177.37万 | 0.71% | 3,714 | -27 | -0.7% | -$1.29万 | 减仓 |
| LLY | ELI LILLY & CO | $181.51万 | 0.72% | 1,513 | 231 | 18.0% | $27.71万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $195.90万 | 0.78% | 16,464 | -548 | -3.2% | -$6.52万 | 减仓 |
| — | EA SERIES TRUST | $203.54万 | 0.81% | 80,997 | 18,504 | 29.6% | $46.50万 | 加仓 |
| IVW | ISHARES TR | $205.16万 | 0.82% | 14,917 | 2,177 | 17.1% | $29.94万 | 加仓 |
| IWF | ISHARES TR | $209.05万 | 0.83% | 16,836 | 6,212 | 58.5% | $77.13万 | 加仓 |
| — | KRANESHARES TRUST | $216.93万 | 0.87% | 78,827 | -449 | -0.6% | -$1.24万 | 减仓 |
| CAT | CATERPILLAR INC | $217.46万 | 0.87% | 2,042 | -38 | -1.8% | -$4.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $217.94万 | 0.87% | 5,843 | -189 | -3.1% | -$7.05万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $218.44万 | 0.87% | 51,605 | 6,359 | 14.1% | $26.92万 | 加仓 |
| AVGO | BROADCOM INC | $229.96万 | 0.92% | 6,088 | -584 | -8.8% | -$22.06万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $238.80万 | 0.95% | 63,663 | 10,025 | 18.7% | $37.60万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $245.29万 | 0.98% | 36,067 | 3,356 | 10.3% | $22.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $253.39万 | 1.01% | 6,848 | -134 | -1.9% | -$4.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $268.18万 | 1.07% | 84,574 | 3,932 | 4.9% | $12.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $271.20万 | 1.08% | 11,461 | 251 | 2.2% | $5.94万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $333.81万 | 1.33% | 75,047 | 5,752 | 8.3% | $25.58万 | 加仓 |
| ABBV | ABBVIE INC | $334.56万 | 1.33% | 13,295 | 281 | 2.2% | $7.07万 | 加仓 |
| AAPL | APPLE INC | $355.81万 | 1.42% | 12,297 | 1,996 | 19.4% | $57.75万 | 加仓 |
| QLD | PROSHARES TR | $364.85万 | 1.45% | 37,706 | -3,630 | -8.8% | -$35.12万 | 减仓 |
| TLT | ISHARES TR | $368.88万 | 1.47% | 42,684 | -916 | -2.1% | -$7.92万 | 减仓 |
| AMZN | AMAZON COM INC | $402.53万 | 1.61% | 16,889 | -954 | -5.3% | -$22.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $404.71万 | 1.61% | 5,893 | 731 | 14.2% | $50.20万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $412.25万 | 1.64% | 87,341 | 10,273 | 13.3% | $48.49万 | 加仓 |
| GLD | SPDR GOLD TR | $460.38万 | 1.84% | 12,497 | 212 | 1.7% | $7.81万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $474.76万 | 1.89% | 96,340 | 8,872 | 10.1% | $43.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $495.65万 | 1.98% | 24,771 | 1,612 | 7.0% | $32.26万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $533.07万 | 2.13% | 60,659 | 8,072 | 15.3% | $70.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $726.67万 | 2.90% | 9,731 | 721 | 8.0% | $53.84万 | 加仓 |
| IVV | ISHARES TR | $1,438.61万 | 5.74% | 19,210 | -1,109 | -5.5% | -$83.05万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $2,402.46万 | 9.58% | 739,875 | -38,805 | -5.0% | -$126.00万 | 减仓 |