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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.38万 | 0.10% | 765 | -79 | -9.4% | -$2.31万 | 减仓 |
| IYC | ISHARES TR | $21.87万 | 0.10% | 2,257 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $21.52万 | 0.10% | 2,291 | 180 | 8.5% | $1.69万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $21.47万 | 0.10% | 2,183 | 2,183 | — | $21.47万 | 新建仓 |
| IWB | ISHARES TR | $21.47万 | 0.10% | 602 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $21.34万 | 0.10% | 2,835 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $21.00万 | 0.10% | 2,063 | -152 | -6.9% | -$1.55万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.94万 | 0.10% | 2,337 | -338 | -12.6% | -$3.03万 | 重新持有 |
| SMIZ | ZACKS TRUST | $20.83万 | 0.10% | 5,620 | 5,620 | — | $20.83万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $20.45万 | 0.09% | 3,433 | -278 | -7.5% | -$1.66万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $20.10万 | 0.09% | 4,070 | 5 | 0.1% | $247 | 加仓 |
| — | ZACKS TRUST | $20.05万 | 0.09% | 7,437 | 7,437 | — | $20.05万 | 新建仓 |
| F | FORD MTR CO | $19.27万 | 0.09% | 16,697 | -1,688 | -9.2% | -$1.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -17,629 | -100.0% | -$1,082.99万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -22,388 | -100.0% | -$181.72万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,623 | -100.0% | -$88.58万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,301 | -100.0% | -$82.06万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -7,582 | -100.0% | -$64.73万 | 清仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -8,583 | -100.0% | -$41.55万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,964 | -100.0% | -$36.02万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -350 | -100.0% | -$28.73万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,113 | -100.0% | -$27.34万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -729 | -100.0% | -$26.98万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -1,998 | -100.0% | -$23.31万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -901 | -100.0% | -$23.19万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,350 | -100.0% | -$22.76万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$21.71万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -1,743 | -100.0% | -$21.20万 | 清仓 |
| ALLW | SSGA ACTIVE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -4,879 | -100.0% | -$20.92万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,119 | -100.0% | -$20.71万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,295 | -100.0% | -$20.31万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |