13F 机构持仓

Latitude Advisors, LLC

YORKVILLE IL · SEC CIK 0001843715

2026Q22026Q1 更早 9 个季度 🔒
$2.18亿2026Q1 申报市值
213持仓数
32.6%前十大占比 · 第一大 11.2%
12 / 18新建仓 / 清仓
申报市值走势$2.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ADVISORS INNER 11.2%
IVV 6.1%
SPY 2.7%
GLD 2.4%
NVDA 1.9%
SPYM 1.8%
TLT 1.7%
CGDV 1.7%
AMZN 1.7%
CGGR 1.4%

2026Q1 买入最多 按季末市值估算

ADVISORS INNER C 加仓+$202.48万
SHV 新建仓+$158.63万
QLD 加仓+$84.77万
BIL 加仓+$82.25万
BTAL 加仓+$72.16万

2026Q1 卖出最多 按季末市值估算

QQQ 清仓-$1,082.99万
IAU 清仓-$181.72万
COR 清仓-$88.58万
XLV 清仓-$82.06万
GLDM 清仓-$64.73万

2026Q1 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
QQQ INVESCO QQQ TR $00.00%0 -17,629-100.0% -$1,082.99万 清仓
IAU ISHARES GOLD TR $00.00%0 -22,388-100.0% -$181.72万 清仓
COR CENCORA INC $00.00%0 -2,623-100.0% -$88.58万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -5,301-100.0% -$82.06万 清仓
GLDM WORLD GOLD TR $00.00%0 -7,582-100.0% -$64.73万 清仓
MLPA GLOBAL X FDS $00.00%0 -8,583-100.0% -$41.55万 清仓
RTX RTX CORPORATION $00.00%0 -1,964-100.0% -$36.02万 清仓
MCK MCKESSON CORP $00.00%0 -350-100.0% -$28.73万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
FIS FIDELITY NATL INFORMATION SV $00.00%0 -4,113-100.0% -$27.34万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -729-100.0% -$26.98万 清仓
DIS DISNEY WALT CO $00.00%0 —— — 申报中断
C CITIGROUP INC $00.00%0 -1,998-100.0% -$23.31万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -901-100.0% -$23.19万 清仓
SPTI SPDR SERIES TRUST $00.00%0 —— — 申报中断
PFF ISHARES TR $00.00%0 -7,350-100.0% -$22.76万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -1,179-100.0% -$21.71万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断
HDV ISHARES TR $00.00%0 -1,743-100.0% -$21.20万 清仓
ALLW SSGA ACTIVE TR $00.00%0 —— — 申报中断
SHYG ISHARES TR $00.00%0 -4,879-100.0% -$20.92万 清仓
VPU VANGUARD WORLD FD $00.00%0 -1,119-100.0% -$20.71万 清仓
MTB M & T BK CORP $00.00%0 —— — 申报中断
VNQ VANGUARD INDEX FDS $00.00%0 -2,295-100.0% -$20.31万 清仓
GE GE AEROSPACE $00.00%0 —— — 申报中断
F FORD MTR CO $19.27万0.09%16,697 -1,688-9.2% -$1.95万 减仓
— ZACKS TRUST $20.05万0.09%7,437 7,437— $20.05万 新建仓
XLF SELECT SECTOR SPDR TR $20.10万0.09%4,070 50.1% $247 加仓
VGIT VANGUARD SCOTTSDALE FDS $20.45万0.09%3,433 -278-7.5% -$1.66万 重新持有
SMIZ ZACKS TRUST $20.83万0.10%5,620 5,620— $20.83万 新建仓
SBUX STARBUCKS CORP $20.94万0.10%2,337 -338-12.6% -$3.03万 重新持有
ICVT ISHARES TR $21.00万0.10%2,063 -152-6.9% -$1.55万 减仓
AIG AMERICAN INTL GROUP INC $21.34万0.10%2,835 00.0% — 不变
IWB ISHARES TR $21.47万0.10%602 00.0% — 不变
UPS UNITED PARCEL SVCS INC $21.47万0.10%2,183 2,183— $21.47万 新建仓
EMB ISHARES TR $21.52万0.10%2,291 1808.5% $1.69万 加仓
IYC ISHARES TR $21.87万0.10%2,257 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $22.38万0.10%765 -79-9.4% -$2.31万 减仓
ORCL ORACLE CORP $22.63万0.10%1,538 -753-32.9% -$11.08万 减仓
BNDX VANGUARD CHARLOTTE FDS $23.10万0.11%4,807 4,807— $23.10万 新建仓
SYY SYSCO CORP $23.12万0.11%3,242 -56-1.7% -$3,994 减仓
SPTS SPDR SERIES TRUST $23.30万0.11%7,986 -528-6.2% -$1.54万 减仓
MELI MERCADOLIBRE INC $23.59万0.11%136 21.5% $3,469 加仓
QCOM QUALCOMM INC $23.93万0.11%1,858 -521-21.9% -$6.71万 减仓
CSCO CISCO SYS INC $24.29万0.11%3,131 -795-20.2% -$6.17万 减仓
ABT ABBOTT LABORATORIES $24.44万0.11%2,381 2,381— $24.44万 新建仓
IEFA ISHARES TR $24.66万0.11%2,724 401.5% $3,622 加仓
MO ALTRIA GROUP INC $24.71万0.11%3,745 -983-20.8% -$6.49万 减仓
FIVE FIVE BELOW INC $24.88万0.11%1,089 1,089— $24.88万 新建仓
LNT ALLIANT ENERGY CORP $25.32万0.12%3,529 00.0% — 不变
IWD ISHARES TR $25.41万0.12%1,189 1,189— $25.41万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $25.76万0.12%1,063 -50-4.5% -$1.21万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $25.82万0.12%8,757 00.0% — 不变
ENB ENBRIDGE INC $25.97万0.12%4,798 -474-9.0% -$2.57万 减仓
JBND J P MORGAN EXCHANGE TRADED F $26.08万0.12%4,849 2545.5% $1.37万 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $26.22万0.12%8,597 8,597— $26.22万 新建仓
FLMI FRANKLIN TEMPLETON ETF TR $26.28万0.12%10,601 520.5% $1,289 加仓
VXUS VANGUARD STAR FDS $26.66万0.12%3,458 32910.5% $2.54万 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $26.73万0.12%10,559 10,559— $26.73万 新建仓
SCHG SCHWAB STRATEGIC TR $27.03万0.12%9,279 2412.7% $7,021 加仓
MRK MERCK & CO INC $27.84万0.13%2,314 -2-0.1% -$241 减仓
GS GOLDMAN SACHS GROUP INC $28.01万0.13%331 9540.3% $8.04万 加仓
USPX FRANKLIN TEMPLETON ETF TR $28.26万0.13%4,969 130.3% $739 加仓
RSG REPUBLIC SVCS INC $28.39万0.13%1,296 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $28.40万0.13%5,254 40.1% $216 加仓
SO SOUTHERN CO $28.88万0.13%2,993 -713-19.2% -$6.88万 减仓
BND VANGUARD BD INDEX FDS $28.94万0.13%3,930 1584.2% $1.16万 加仓
TLTW ISHARES TR $28.98万0.13%12,810 1,0268.7% $2.32万 加仓
HYMB SPDR SERIES TRUST $29.22万0.13%11,783 5444.8% $1.35万 加仓
COP CONOCOPHILLIPS $29.39万0.13%2,226 -242-9.8% -$3.19万 减仓
GOVT ISHARES TR $29.62万0.14%12,931 2,61725.4% $6.00万 加仓
XLY SELECT SECTOR SPDR TR $30.23万0.14%2,774 -176-6.0% -$1.92万 减仓
AMAT APPLIED MATLS INC $30.50万0.14%892 -319-26.3% -$10.91万 减仓
SPMD SPDR SERIES TRUST $30.58万0.14%5,164 -45-0.9% -$2,665 减仓
COKE COCA COLA CONS INC $30.76万0.14%1,604 503.2% $9,588 加仓
LMT LOCKHEED MARTIN CORP $31.43万0.14%520 -50-8.8% -$3.02万 减仓
TIP ISHARES TR $32.27万0.15%2,924 -86-2.9% -$9,490 减仓
LRCX LAM RESEARCH CORP $32.62万0.15%1,527 -322-17.4% -$6.88万 减仓
FNV FRANCO NEV CORP $32.68万0.15%1,323 00.0% — 不变
HYD VANECK ETF TRUST $32.68万0.15%6,519 1652.6% $8,273 加仓
TBIL RBB FD INC $32.85万0.15%6,588 -146-2.2% -$7,280 减仓
PFE PFIZER INC $32.88万0.15%11,708 -550-4.5% -$1.54万 减仓
GOOG ALPHABET INC $33.06万0.15%1,152 -14-1.2% -$4,018 减仓
SCZ ISHARES TR $33.53万0.15%4,276 -46-1.1% -$3,607 减仓
SCHO SCHWAB STRATEGIC TR $33.57万0.15%13,833 890.6% $2,160 加仓
PM PHILIP MORRIS INTL INC $33.98万0.16%2,055 -414-16.8% -$6.84万 减仓
IDV ISHARES TR $34.09万0.16%8,010 2,16737.1% $9.22万 加仓
SLV ISHARES SILVER TR $34.13万0.16%5,008 1,08627.7% $7.40万 加仓
ONEQ FIDELITY COMWLTH TR $34.29万0.16%4,039 36810.0% $3.12万 加仓
AEP AMERICAN ELEC PWR CO INC $34.73万0.16%2,650 -450-14.5% -$5.90万 减仓
DHR DANAHER CORP DEL $34.87万0.16%1,839 1056.1% $1.99万 加仓
PG PROCTER & GAMBLE CO $35.32万0.16%2,446 -5-0.2% -$722 减仓
IWM ISHARES TR $36.13万0.17%1,457 -53-3.5% -$1.31万 减仓
FIGB FIDELITY MERRIMACK STR TR $36.34万0.17%8,444 -515-5.7% -$2.22万 减仓
O REALTY INCOME CORP $36.40万0.17%5,949 1,43331.7% $8.77万 加仓
LIN LINDE PLC $36.63万0.17%739 -20-2.6% -$9,913 减仓
PEP PEPSICO INC $36.66万0.17%2,361 914.0% $1.41万 加仓
XLE SELECT SECTOR SPDR TR $37.19万0.17%6,070 20.0% $123 加仓
QDVO AMPLIFY ETF TR $37.58万0.17%14,102 2,91926.1% $7.78万 加仓
DVY ISHARES TR $37.87万0.17%2,501 10.0% $151 加仓