13F 机构持仓

Latitude Advisors, LLC

YORKVILLE IL · SEC CIK 0001843715

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.6%
IVV 5.7%
SPY 2.9%
SPYM 2.1%
NVDA 2.0%
CGDV 1.9%
GLD 1.8%
CGGR 1.6%
VOO 1.6%
AMZN 1.6%

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
SHV ISHARES TR $00.00%0 -14,370-100.0% -$158.63万 清仓
BIL SPDR SERIES TRUST $00.00%0 -11,292-100.0% -$103.48万 清仓
— COLLABORATIVE INVESTMNT SER $00.00%0 -25,005-100.0% -$62.60万 清仓
JBND J P MORGAN EXCHANGE TRADED F $00.00%0 -4,849-100.0% -$26.08万 清仓
FIVE FIVE BELOW INC $00.00%0 -1,089-100.0% -$24.88万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,381-100.0% -$24.44万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -4,807-100.0% -$23.10万 清仓
ORCL ORACLE CORP $00.00%0 -1,538-100.0% -$22.63万 清仓
EMB ISHARES TR $00.00%0 -2,291-100.0% -$21.52万 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -3,433-100.0% -$20.45万 清仓
BSCR INVESCO EXCH TRD SLF IDX FD $19.73万0.08%10,057 10,057— $19.73万 新建仓
MRVL MARVELL TECHNOLOGY INC $20.09万0.08%674 674— $20.09万 新建仓
ETR ENTERGY CORP NEW $20.36万0.08%1,773 1,773— $20.36万 新建仓
TXN TEXAS INSTRS INC $20.51万0.08%688 688— $20.51万 新建仓
FELC FIDELITY COVINGTON TRUST $20.67万0.08%4,931 4,931— $20.67万 新建仓
MTB M & T BK CORP $20.70万0.08%870 -143-14.1% -$3.40万 重新持有
SPTI SPDR SERIES TRUST $20.77万0.08%7,316 -609-7.7% -$1.73万 重新持有
ICVT ISHARES TR $20.79万0.08%1,708 -355-17.2% -$4.32万 减仓
XBI SPDR SERIES TRUST $20.85万0.08%1,318 1,318— $20.85万 新建仓
XLF SELECT SECTOR SPDR TR $21.33万0.09%3,979 -91-2.2% -$4,878 减仓
BLCR BLACKROCK ETF TRUST $21.61万0.09%4,290 4,290— $21.61万 新建仓
VRT VERTIV HOLDINGS CO $21.78万0.09%650 650— $21.78万 新建仓
FLMI FRANKLIN TEMPLETON ETF TR $21.87万0.09%8,691 -1,910-18.0% -$4.81万 减仓
— CAPITAL GROUP EQUITY ETF TR $21.88万0.09%7,637 7,637— $21.88万 新建仓
IYC ISHARES TR $22.82万0.09%2,257 00.0% — 不变
ARTY ISHARES TR $22.85万0.09%3,000 3,000— $22.85万 新建仓
ENB ENBRIDGE INC $22.90万0.09%4,224 -574-12.0% -$3.11万 减仓
MGC VANGUARD WORLD FD $23.04万0.09%842 842— $23.04万 新建仓
COP CONOCOPHILLIPS $23.11万0.09%2,223 -3-0.1% -$312 减仓
F FORD MTR CO $23.50万0.09%16,907 2101.3% $2,919 加仓
SBUX STARBUCKS CORP $23.89万0.10%2,337 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $24.32万0.10%585 -279-32.3% -$11.60万 重新持有
MELI MERCADOLIBRE INC $24.86万0.10%146 107.4% $1.70万 加仓
IWB ISHARES TR $24.94万0.10%609 71.2% $2,867 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $25.26万0.10%6,145 6,145— $25.26万 新建仓
UPS UNITED PARCEL SVCS INC $25.58万0.10%2,380 1979.0% $2.12万 加仓
ALLW SSGA ACTIVE TR $25.72万0.10%8,788 1,11714.6% $3.27万 重新持有
CGIC CAPITAL GROUP INTERNATIONAL $25.75万0.10%7,076 7,076— $25.75万 新建仓
AIG AMERICAN INTL GROUP INC $26.11万0.10%3,504 66923.6% $4.99万 加仓
PFE PFIZER INC $26.29万0.10%10,916 -792-6.8% -$1.91万 减仓
LMT LOCKHEED MARTIN CORP $26.51万0.11%520 00.0% — 不变
CGSM CAPITAL GRP FIXED INCM ETF T $26.54万0.11%10,060 10,060— $26.54万 新建仓
LNT ALLIANT ENERGY CORP $26.92万0.11%3,529 00.0% — 不变
XLE SELECT SECTOR SPDR TR $27.33万0.11%5,146 -924-15.2% -$4.91万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $27.44万0.11%7,927 -830-9.5% -$2.87万 减仓
SHLD GLOBAL X FDS $27.47万0.11%4,601 4,601— $27.47万 新建仓
FNV FRANCO NEV CORP $27.58万0.11%1,323 00.0% — 不变
RSG REPUBLIC SVCS INC $27.62万0.11%1,296 00.0% — 不变
MUB ISHARES TR $27.63万0.11%2,568 2,568— $27.63万 新建仓
IEFA ISHARES TR $27.74万0.11%2,872 1485.4% $1.43万 加仓
SYY SYSCO CORP $27.77万0.11%3,322 802.5% $6,687 加仓
DHR DANAHER CORP DEL $27.89万0.11%1,464 -375-20.4% -$7.14万 减仓
DIS DISNEY WALT CO $28.27万0.11%2,938 67429.8% $6.49万 重新持有
MRK MERCK & CO INC $28.30万0.11%2,203 -111-4.8% -$1.43万 减仓
CTAS CINTAS CORP $28.54万0.11%1,678 -627-27.2% -$10.67万 减仓
GLW CORNING INC $28.61万0.11%1,120 1,120— $28.61万 新建仓
COF CAPITAL ONE FINL CORP $28.67万0.11%1,429 1,429— $28.67万 新建仓
CGMU CAPITAL GRP FIXED INCM ETF T $29.12万0.12%10,601 10,601— $29.12万 新建仓
KLAC KLA CORP $29.14万0.12%966 -1,684-63.5% -$50.79万 减仓
SO SOUTHERN CO $29.27万0.12%3,058 652.2% $6,222 加仓
ELV ELEVANCE HEALTH INC FORMERLY $29.57万0.12%765 00.0% — 不变
TLTW ISHARES TR $29.67万0.12%13,280 4703.7% $1.05万 加仓
HYMB SPDR SERIES TRUST $30.15万0.12%11,852 690.6% $1,755 加仓
SCHG SCHWAB STRATEGIC TR $30.52万0.12%9,020 -259-2.8% -$8,764 减仓
CVX CHEVRON CORPORATION $30.93万0.12%1,866 -398-17.6% -$6.60万 减仓
GEV GE VERNOVA INC $31.02万0.12%264 264— $31.02万 新建仓
COKE COCA COLA CONS INC $31.33万0.12%1,641 372.3% $7,065 加仓
AMAT APPLIED MATLS INC $31.34万0.12%433 -459-51.5% -$33.22万 减仓
VWO VANGUARD INTL EQUITY INDEX F $31.86万0.13%5,337 831.6% $4,954 加仓
PEP PEPSICO INC $32.05万0.13%2,367 60.3% $812 加仓
TIP ISHARES TR $32.13万0.13%2,936 120.4% $1,313 加仓
WDC WESTERN DIGITAL CORP $32.33万0.13%506 506— $32.33万 新建仓
USPX FRANKLIN TEMPLETON ETF TR $32.45万0.13%4,969 00.0% — 不变
VXUS VANGUARD STAR FDS $32.71万0.13%3,826 36810.6% $3.15万 加仓
CEG CONSTELLATION ENERGY CORP $32.76万0.13%1,319 -52-3.8% -$1.29万 减仓
BND VANGUARD BD INDEX FDS $32.81万0.13%4,469 53913.7% $3.96万 加仓
IAGG ISHARES TR $33.00万0.13%6,522 -1,298-16.6% -$6.57万 减仓
TBIL RBB FD INC $33.16万0.13%6,650 620.9% $3,091 加仓
IBM INTERNATIONAL BUSINESS MACHS $33.52万0.13%1,192 12912.1% $3.63万 加仓
XLY SELECT SECTOR SPDR TR $33.58万0.13%2,863 893.2% $1.04万 加仓
SCHO SCHWAB STRATEGIC TR $33.70万0.13%13,962 1290.9% $3,114 加仓
HYD VANECK ETF TRUST $33.83万0.13%6,567 480.7% $2,473 加仓
SMIZ ZACKS TRUST $34.29万0.14%7,685 2,06536.7% $9.21万 加仓
QCOM QUALCOMM INC $34.30万0.14%1,856 -2-0.1% -$370 减仓
SPMD SPDR SERIES TRUST $34.49万0.14%5,105 -59-1.1% -$3,986 减仓
SCZ ISHARES TR $34.56万0.14%4,201 -75-1.8% -$6,170 减仓
IWD ISHARES TR $34.57万0.14%1,426 23719.9% $5.75万 加仓
SLV ISHARES SILVER TR $34.69万0.14%6,488 1,48029.6% $7.91万 加仓
— ZACKS TRUST $36.52万0.15%12,500 5,06368.1% $14.79万 加仓
QDVO AMPLIFY ETF TR $37.59万0.15%12,597 -1,505-10.7% -$4.49万 减仓
COST COSTCO WHOLESALE CORPORATION $37.60万0.15%402 -22-5.2% -$2.06万 减仓
INTC INTEL CORP $38.04万0.15%2,724 2,724— $38.04万 新建仓
LIN LINDE PLC $38.34万0.15%739 00.0% — 不变
CSCO CISCO SYS INC $38.51万0.15%3,279 1484.7% $1.74万 加仓
GE GE AEROSPACE $38.71万0.15%1,036 38258.4% $14.27万 重新持有
WMT WALMART INC $38.76万0.15%3,422 -131-3.7% -$1.48万 减仓
O REALTY INCOME CORP $39.48万0.16%6,371 4227.1% $2.61万 加仓
WM WASTE MGMT INC DEL $39.55万0.16%1,774 -704-28.4% -$15.69万 减仓
FIGB FIDELITY MERRIMACK STR TR $39.97万0.16%9,332 88810.5% $3.80万 加仓
MO ALTRIA GROUP INC $40.22万0.16%5,590 1,84549.3% $13.27万 加仓