Latitude Advisors, LLC
YORKVILLE IL · SEC CIK 0001843715
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $52.00万 | 0.24% | 1,673 | 5 | 0.3% | $1,554 | 加仓 |
| NVS | NOVARTIS AG | $51.48万 | 0.24% | 3,370 | -128 | -3.7% | -$1.96万 | 减仓 |
| ITOT | ISHARES TR | $49.80万 | 0.23% | 3,497 | 122 | 3.6% | $1.74万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $49.72万 | 0.23% | 12,533 | 4,881 | 63.8% | $19.36万 | 加仓 |
| ILTB | ISHARES TR | $49.71万 | 0.23% | 10,150 | -20 | -0.2% | -$980 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $49.54万 | 0.23% | 3,345 | 544 | 19.4% | $8.06万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $49.48万 | 0.23% | 9,889 | 841 | 9.3% | $4.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.36万 | 0.23% | 2,019 | -93 | -4.4% | -$2.27万 | 减仓 |
| HD | HOME DEPOT INC | $49.14万 | 0.23% | 1,494 | -361 | -19.5% | -$11.87万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $48.82万 | 0.22% | 14,816 | 7,175 | 93.9% | $23.64万 | 加仓 |
| KO | COCA COLA CO | $48.68万 | 0.22% | 6,401 | -59 | -0.9% | -$4,487 | 减仓 |
| SHOP | SHOPIFY INC | $47.67万 | 0.22% | 4,018 | 0 | 0.0% | — | 不变 |
| — | COLLABORATIVE INVESTMNT SER | $47.45万 | 0.22% | 20,581 | 1,485 | 7.8% | $3.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.84万 | 0.21% | 2,264 | -347 | -13.3% | -$7.18万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $45.64万 | 0.21% | 17,153 | -191 | -1.1% | -$5,082 | 减仓 |
| ZECP | ZACKS TRUST | $45.00万 | 0.21% | 13,301 | 1,439 | 12.1% | $4.87万 | 加仓 |
| CAOS | EA SERIES TRUST | $44.84万 | 0.21% | 4,940 | -2 | -0.0% | -$182 | 减仓 |
| SPSM | SPDR SERIES TRUST | $44.26万 | 0.20% | 9,160 | -1,400 | -13.3% | -$6.76万 | 减仓 |
| WMT | WALMART INC | $44.15万 | 0.20% | 3,553 | -706 | -16.6% | -$8.77万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.09万 | 0.20% | 3,367 | 8 | 0.2% | $1,048 | 加仓 |
| EMXC | ISHARES INC | $43.32万 | 0.20% | 5,507 | -1,244 | -18.4% | -$9.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $42.59万 | 0.20% | 3,469 | 10 | 0.3% | $1,228 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.21万 | 0.19% | 424 | 49 | 13.1% | $4.88万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $42.11万 | 0.19% | 3,756 | 1,207 | 47.4% | $13.53万 | 加仓 |
| IJH | ISHARES TR | $41.92万 | 0.19% | 6,207 | 460 | 8.0% | $3.11万 | 加仓 |
| USMV | ISHARES TR | $40.87万 | 0.19% | 4,407 | -85 | -1.9% | -$7,883 | 减仓 |
| CSX | CSX CORP | $40.68万 | 0.19% | 9,910 | -1,168 | -10.5% | -$4.79万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $40.19万 | 0.18% | 8,056 | 563 | 7.5% | $2.81万 | 加仓 |
| MPC | MARATHON PETE CORP | $39.60万 | 0.18% | 1,622 | -128 | -7.3% | -$3.13万 | 减仓 |
| IAGG | ISHARES TR | $39.13万 | 0.18% | 7,820 | 2,563 | 48.8% | $12.83万 | 加仓 |
| KLAC | KLA CORP | $39.07万 | 0.18% | 265 | -22 | -7.7% | -$3.24万 | 减仓 |
| CTAS | CINTAS CORP | $38.99万 | 0.18% | 2,305 | -113 | -4.7% | -$1.91万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $38.55万 | 0.18% | 10,644 | 5,096 | 91.9% | $18.46万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $38.54万 | 0.18% | 5,126 | 73 | 1.4% | $5,489 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $38.50万 | 0.18% | 4,778 | 4,778 | — | $38.50万 | 新建仓 |
| AMLP | ALPS ETF TR | $38.49万 | 0.18% | 7,312 | 7,312 | — | $38.49万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.29万 | 0.18% | 1,371 | -121 | -8.1% | -$3.38万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $38.06万 | 0.17% | 2,353 | 128 | 5.8% | $2.07万 | 加仓 |
| DVY | ISHARES TR | $37.87万 | 0.17% | 2,501 | 1 | 0.0% | $151 | 加仓 |
| QDVO | AMPLIFY ETF TR | $37.58万 | 0.17% | 14,102 | 2,919 | 26.1% | $7.78万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $37.19万 | 0.17% | 6,070 | 2 | 0.0% | $123 | 加仓 |
| PEP | PEPSICO INC | $36.66万 | 0.17% | 2,361 | 91 | 4.0% | $1.41万 | 加仓 |
| LIN | LINDE PLC | $36.63万 | 0.17% | 739 | -20 | -2.6% | -$9,913 | 减仓 |
| O | REALTY INCOME CORP | $36.40万 | 0.17% | 5,949 | 1,433 | 31.7% | $8.77万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $36.34万 | 0.17% | 8,444 | -515 | -5.7% | -$2.22万 | 减仓 |
| IWM | ISHARES TR | $36.13万 | 0.17% | 1,457 | -53 | -3.5% | -$1.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $35.32万 | 0.16% | 2,446 | -5 | -0.2% | -$722 | 减仓 |
| DHR | DANAHER CORP DEL | $34.87万 | 0.16% | 1,839 | 105 | 6.1% | $1.99万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.73万 | 0.16% | 2,650 | -450 | -14.5% | -$5.90万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $34.29万 | 0.16% | 4,039 | 368 | 10.0% | $3.12万 | 加仓 |
| SLV | ISHARES SILVER TR | $34.13万 | 0.16% | 5,008 | 1,086 | 27.7% | $7.40万 | 加仓 |
| IDV | ISHARES TR | $34.09万 | 0.16% | 8,010 | 2,167 | 37.1% | $9.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $33.98万 | 0.16% | 2,055 | -414 | -16.8% | -$6.84万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $33.57万 | 0.15% | 13,833 | 89 | 0.6% | $2,160 | 加仓 |
| SCZ | ISHARES TR | $33.53万 | 0.15% | 4,276 | -46 | -1.1% | -$3,607 | 减仓 |
| GOOG | ALPHABET INC | $33.06万 | 0.15% | 1,152 | -14 | -1.2% | -$4,018 | 减仓 |
| PFE | PFIZER INC | $32.88万 | 0.15% | 11,708 | -550 | -4.5% | -$1.54万 | 减仓 |
| TBIL | RBB FD INC | $32.85万 | 0.15% | 6,588 | -146 | -2.2% | -$7,280 | 减仓 |
| HYD | VANECK ETF TRUST | $32.68万 | 0.15% | 6,519 | 165 | 2.6% | $8,273 | 加仓 |
| FNV | FRANCO NEV CORP | $32.68万 | 0.15% | 1,323 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $32.62万 | 0.15% | 1,527 | -322 | -17.4% | -$6.88万 | 减仓 |
| TIP | ISHARES TR | $32.27万 | 0.15% | 2,924 | -86 | -2.9% | -$9,490 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $31.43万 | 0.14% | 520 | -50 | -8.8% | -$3.02万 | 减仓 |
| COKE | COCA COLA CONS INC | $30.76万 | 0.14% | 1,604 | 50 | 3.2% | $9,588 | 加仓 |
| SPMD | SPDR SERIES TRUST | $30.58万 | 0.14% | 5,164 | -45 | -0.9% | -$2,665 | 减仓 |
| AMAT | APPLIED MATLS INC | $30.50万 | 0.14% | 892 | -319 | -26.3% | -$10.91万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $30.23万 | 0.14% | 2,774 | -176 | -6.0% | -$1.92万 | 减仓 |
| GOVT | ISHARES TR | $29.62万 | 0.14% | 12,931 | 2,617 | 25.4% | $6.00万 | 加仓 |
| COP | CONOCOPHILLIPS | $29.39万 | 0.13% | 2,226 | -242 | -9.8% | -$3.19万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $29.22万 | 0.13% | 11,783 | 544 | 4.8% | $1.35万 | 加仓 |
| TLTW | ISHARES TR | $28.98万 | 0.13% | 12,810 | 1,026 | 8.7% | $2.32万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $28.94万 | 0.13% | 3,930 | 158 | 4.2% | $1.16万 | 加仓 |
| SO | SOUTHERN CO | $28.88万 | 0.13% | 2,993 | -713 | -19.2% | -$6.88万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.40万 | 0.13% | 5,254 | 4 | 0.1% | $216 | 加仓 |
| RSG | REPUBLIC SVCS INC | $28.39万 | 0.13% | 1,296 | 0 | 0.0% | — | 不变 |
| USPX | FRANKLIN TEMPLETON ETF TR | $28.26万 | 0.13% | 4,969 | 13 | 0.3% | $739 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.01万 | 0.13% | 331 | 95 | 40.3% | $8.04万 | 加仓 |
| MRK | MERCK & CO INC | $27.84万 | 0.13% | 2,314 | -2 | -0.1% | -$241 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.03万 | 0.12% | 9,279 | 241 | 2.7% | $7,021 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $26.73万 | 0.12% | 10,559 | 10,559 | — | $26.73万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $26.66万 | 0.12% | 3,458 | 329 | 10.5% | $2.54万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $26.28万 | 0.12% | 10,601 | 52 | 0.5% | $1,289 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $26.22万 | 0.12% | 8,597 | 8,597 | — | $26.22万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $26.08万 | 0.12% | 4,849 | 254 | 5.5% | $1.37万 | 加仓 |
| ENB | ENBRIDGE INC | $25.97万 | 0.12% | 4,798 | -474 | -9.0% | -$2.57万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $25.82万 | 0.12% | 8,757 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.76万 | 0.12% | 1,063 | -50 | -4.5% | -$1.21万 | 减仓 |
| IWD | ISHARES TR | $25.41万 | 0.12% | 1,189 | 1,189 | — | $25.41万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $25.32万 | 0.12% | 3,529 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $24.88万 | 0.11% | 1,089 | 1,089 | — | $24.88万 | 新建仓 |
| MO | ALTRIA GROUP INC | $24.71万 | 0.11% | 3,745 | -983 | -20.8% | -$6.49万 | 减仓 |
| IEFA | ISHARES TR | $24.66万 | 0.11% | 2,724 | 40 | 1.5% | $3,622 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.44万 | 0.11% | 2,381 | 2,381 | — | $24.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $24.29万 | 0.11% | 3,131 | -795 | -20.2% | -$6.17万 | 减仓 |
| QCOM | QUALCOMM INC | $23.93万 | 0.11% | 1,858 | -521 | -21.9% | -$6.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $23.59万 | 0.11% | 136 | 2 | 1.5% | $3,469 | 加仓 |
| SPTS | SPDR SERIES TRUST | $23.30万 | 0.11% | 7,986 | -528 | -6.2% | -$1.54万 | 减仓 |
| SYY | SYSCO CORP | $23.12万 | 0.11% | 3,242 | -56 | -1.7% | -$3,994 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.10万 | 0.11% | 4,807 | 4,807 | — | $23.10万 | 新建仓 |
| ORCL | ORACLE CORP | $22.63万 | 0.10% | 1,538 | -753 | -32.9% | -$11.08万 | 减仓 |