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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $61.29万 | 0.24% | 29,609 | -2,685 | -8.3% | -$5.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.25万 | 0.24% | 5,164 | -49 | -0.9% | -$5,717 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $58.59万 | 0.23% | 1,339 | 1,339 | — | $58.59万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $57.81万 | 0.23% | 11,045 | -1,354 | -10.9% | -$7.09万 | 减仓 |
| ITOT | ISHARES TR | $57.62万 | 0.23% | 3,507 | 10 | 0.3% | $1,643 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.52万 | 0.23% | 3,922 | 1,476 | 60.3% | $21.65万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.82万 | 0.23% | 3,596 | 251 | 7.5% | $3.97万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $56.57万 | 0.23% | 5,863 | 1,085 | 22.7% | $10.47万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $56.34万 | 0.22% | 9,976 | -850 | -7.9% | -$4.80万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $55.89万 | 0.22% | 10,058 | 169 | 1.7% | $9,391 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $55.83万 | 0.22% | 11,039 | 2,983 | 37.0% | $15.09万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $54.94万 | 0.22% | 2,313 | -487 | -17.4% | -$11.57万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $54.34万 | 0.22% | 12,606 | 1,962 | 18.4% | $8.46万 | 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 |
| KO | COCA COLA CO | $53.93万 | 0.22% | 6,635 | 234 | 3.7% | $1.90万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $52.77万 | 0.21% | 12,237 | -296 | -2.4% | -$1.28万 | 减仓 |
| NVS | NOVARTIS AG | $51.96万 | 0.21% | 3,315 | -55 | -1.6% | -$8,620 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $51.80万 | 0.21% | 12,876 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $51.35万 | 0.20% | 8,904 | -256 | -2.8% | -$1.48万 | 减仓 |
| EMXC | ISHARES INC | $50.04万 | 0.20% | 4,891 | -616 | -11.2% | -$6.30万 | 减仓 |
| ILTB | ISHARES TR | $49.99万 | 0.20% | 10,150 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $48.80万 | 0.19% | 840 | -158 | -15.8% | -$9.18万 | 重新持有 |
| MS | MORGAN STANLEY | $48.79万 | 0.19% | 2,334 | 2,334 | — | $48.79万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $48.09万 | 0.19% | 13,646 | 5,049 | 58.7% | $17.79万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $47.83万 | 0.19% | 5,309 | 183 | 3.6% | $1.65万 | 加仓 |
| IJH | ISHARES TR | $47.50万 | 0.19% | 6,160 | -47 | -0.8% | -$3,624 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $47.20万 | 0.19% | 17,813 | 660 | 3.8% | $1.75万 | 加仓 |
| SHOP | SHOPIFY INC | $46.26万 | 0.18% | 4,051 | 33 | 0.8% | $3,768 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.17万 | 0.18% | 2,552 | 497 | 24.2% | $8.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.07万 | 0.18% | 456 | 125 | 37.8% | $12.63万 | 加仓 |
| NFLX | NETFLIX INC. | $45.82万 | 0.18% | 6,418 | -894 | -12.2% | -$6.38万 | 减仓 |
| AMLP | ALPS ETF TR | $45.06万 | 0.18% | 8,691 | 1,379 | 18.9% | $7.15万 | 加仓 |
| IWM | ISHARES TR | $44.18万 | 0.18% | 1,471 | 14 | 1.0% | $4,205 | 加仓 |
| GOVT | ISHARES TR | $44.12万 | 0.18% | 19,370 | 6,439 | 49.8% | $14.67万 | 加仓 |
| USMV | ISHARES TR | $43.86万 | 0.17% | 4,547 | 140 | 3.2% | $1.35万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $43.55万 | 0.17% | 2,351 | -2 | -0.1% | -$370 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $43.53万 | 0.17% | 7,288 | -1,936 | -21.0% | -$11.56万 | 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 |
| MCD | MCDONALDS CORP | $42.76万 | 0.17% | 1,582 | -91 | -5.4% | -$2.46万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.36万 | 0.17% | 3,096 | 446 | 16.8% | $6.10万 | 加仓 |
| DVY | ISHARES TR | $42.12万 | 0.17% | 2,695 | 194 | 7.8% | $3.03万 | 加仓 |
| ACWX | ISHARES TR | $42.07万 | 0.17% | 5,527 | 5,527 | — | $42.07万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $42.06万 | 0.17% | 11,437 | 11,437 | — | $42.06万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $41.54万 | 0.17% | 14,318 | 6,332 | 79.3% | $18.37万 | 加仓 |
| MPC | MARATHON PETE CORP | $41.47万 | 0.17% | 1,622 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $41.43万 | 0.17% | 1,173 | 21 | 1.8% | $7,418 | 加仓 |
| IDV | ISHARES TR | $41.25万 | 0.16% | 9,956 | 1,946 | 24.3% | $8.06万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $41.20万 | 0.16% | 11,257 | 11,257 | — | $41.20万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $40.41万 | 0.16% | 3,915 | -124 | -3.1% | -$1.28万 | 减仓 |
| MO | ALTRIA GROUP INC | $40.22万 | 0.16% | 5,590 | 1,845 | 49.3% | $13.27万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $39.97万 | 0.16% | 9,332 | 888 | 10.5% | $3.80万 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.55万 | 0.16% | 1,774 | -704 | -28.4% | -$15.69万 | 减仓 |
| O | REALTY INCOME CORP | $39.48万 | 0.16% | 6,371 | 422 | 7.1% | $2.61万 | 加仓 |
| WMT | WALMART INC | $38.76万 | 0.15% | 3,422 | -131 | -3.7% | -$1.48万 | 减仓 |
| GE | GE AEROSPACE | $38.71万 | 0.15% | 1,036 | 382 | 58.4% | $14.27万 | 重新持有 |
| CSCO | CISCO SYS INC | $38.51万 | 0.15% | 3,279 | 148 | 4.7% | $1.74万 | 加仓 |
| LIN | LINDE PLC | $38.34万 | 0.15% | 739 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $38.04万 | 0.15% | 2,724 | 2,724 | — | $38.04万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.60万 | 0.15% | 402 | -22 | -5.2% | -$2.06万 | 减仓 |
| QDVO | AMPLIFY ETF TR | $37.59万 | 0.15% | 12,597 | -1,505 | -10.7% | -$4.49万 | 减仓 |
| — | ZACKS TRUST | $36.52万 | 0.15% | 12,500 | 5,063 | 68.1% | $14.79万 | 加仓 |
| SLV | ISHARES SILVER TR | $34.69万 | 0.14% | 6,488 | 1,480 | 29.6% | $7.91万 | 加仓 |
| IWD | ISHARES TR | $34.57万 | 0.14% | 1,426 | 237 | 19.9% | $5.75万 | 加仓 |
| SCZ | ISHARES TR | $34.56万 | 0.14% | 4,201 | -75 | -1.8% | -$6,170 | 减仓 |
| SPMD | SPDR SERIES TRUST | $34.49万 | 0.14% | 5,105 | -59 | -1.1% | -$3,986 | 减仓 |
| QCOM | QUALCOMM INC | $34.30万 | 0.14% | 1,856 | -2 | -0.1% | -$370 | 减仓 |
| SMIZ | ZACKS TRUST | $34.29万 | 0.14% | 7,685 | 2,065 | 36.7% | $9.21万 | 加仓 |
| HYD | VANECK ETF TRUST | $33.83万 | 0.13% | 6,567 | 48 | 0.7% | $2,473 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $33.70万 | 0.13% | 13,962 | 129 | 0.9% | $3,114 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $33.58万 | 0.13% | 2,863 | 89 | 3.2% | $1.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.52万 | 0.13% | 1,192 | 129 | 12.1% | $3.63万 | 加仓 |
| TBIL | RBB FD INC | $33.16万 | 0.13% | 6,650 | 62 | 0.9% | $3,091 | 加仓 |
| IAGG | ISHARES TR | $33.00万 | 0.13% | 6,522 | -1,298 | -16.6% | -$6.57万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $32.81万 | 0.13% | 4,469 | 539 | 13.7% | $3.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.76万 | 0.13% | 1,319 | -52 | -3.8% | -$1.29万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $32.71万 | 0.13% | 3,826 | 368 | 10.6% | $3.15万 | 加仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $32.45万 | 0.13% | 4,969 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $32.33万 | 0.13% | 506 | 506 | — | $32.33万 | 新建仓 |
| TIP | ISHARES TR | $32.13万 | 0.13% | 2,936 | 12 | 0.4% | $1,313 | 加仓 |
| PEP | PEPSICO INC | $32.05万 | 0.13% | 2,367 | 6 | 0.3% | $812 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.86万 | 0.13% | 5,337 | 83 | 1.6% | $4,954 | 加仓 |
| AMAT | APPLIED MATLS INC | $31.34万 | 0.12% | 433 | -459 | -51.5% | -$33.22万 | 减仓 |
| COKE | COCA COLA CONS INC | $31.33万 | 0.12% | 1,641 | 37 | 2.3% | $7,065 | 加仓 |
| GEV | GE VERNOVA INC | $31.02万 | 0.12% | 264 | 264 | — | $31.02万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $30.93万 | 0.12% | 1,866 | -398 | -17.6% | -$6.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $30.52万 | 0.12% | 9,020 | -259 | -2.8% | -$8,764 | 减仓 |
| HYMB | SPDR SERIES TRUST | $30.15万 | 0.12% | 11,852 | 69 | 0.6% | $1,755 | 加仓 |
| TLTW | ISHARES TR | $29.67万 | 0.12% | 13,280 | 470 | 3.7% | $1.05万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $29.57万 | 0.12% | 765 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $29.27万 | 0.12% | 3,058 | 65 | 2.2% | $6,222 | 加仓 |
| KLAC | KLA CORP | $29.14万 | 0.12% | 966 | -1,684 | -63.5% | -$50.79万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $29.12万 | 0.12% | 10,601 | 10,601 | — | $29.12万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $28.67万 | 0.11% | 1,429 | 1,429 | — | $28.67万 | 新建仓 |
| GLW | CORNING INC | $28.61万 | 0.11% | 1,120 | 1,120 | — | $28.61万 | 新建仓 |
| CTAS | CINTAS CORP | $28.54万 | 0.11% | 1,678 | -627 | -27.2% | -$10.67万 | 减仓 |
| MRK | MERCK & CO INC | $28.30万 | 0.11% | 2,203 | -111 | -4.8% | -$1.43万 | 减仓 |
| DIS | DISNEY WALT CO | $28.27万 | 0.11% | 2,938 | 674 | 29.8% | $6.49万 | 重新持有 |
| DHR | DANAHER CORP DEL | $27.89万 | 0.11% | 1,464 | -375 | -20.4% | -$7.14万 | 减仓 |
| SYY | SYSCO CORP | $27.77万 | 0.11% | 3,322 | 80 | 2.5% | $6,687 | 加仓 |
| IEFA | ISHARES TR | $27.74万 | 0.11% | 2,872 | 148 | 5.4% | $1.43万 | 加仓 |