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Elevated Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Elevated Capital Advisors, LLC
报告期 2026-03-31 · CIK 0001802387
持仓数
843
前50大市值合计
$239.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 26
增持 78
减持 30
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES TR
+$9.1M
67,335
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$6.6M
6,598
-93%
清仓
SLQD
ISHARES TR
-$3.1M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$2.7M
0
-100%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$2.6M
141,640
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$2.6M
63,880
建仓
IEF
ISHARES TR
+$2.5M
25,443
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$2.3M
43,862
增持
QQQ
INVESCO QQQ TR
+$2.3M
42,347
+2%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.1M
0
-100%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$2.1M
109,010
+138%
减持
—
ETF SER SOLUTIONS
-$1.9M
18,615
-84%
建仓
MINT
PIMCO ETF TR
+$1.8M
17,944
建仓
PFF
ISHARES TR
+$1.7M
54,586
清仓
IVOL
KRANESHARES TR
-$1.6M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.5M
0
-100%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$1.5M
386,435
-19%
减持
PCN
PIMCO CORPORATE & INCM STRG
-$1.5M
360,809
-27%
建仓
LGLV
SPDR SER TR
+$1.5M
10,543
增持
VUG
VANGUARD INDEX FDS
+$1.5M
25,397
+11%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.4M
52,867
清仓
DRSK
ETF SER SOLUTIONS
-$1.4M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
8,528
-51%
建仓
FGD
FIRST TR EXCHANGE TRADED FD
+$1.1M
49,400
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.0M
21,283
增持
AAPL
APPLE INC
+$995.5K
30,791
+2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$929.8K
17,548
+113%
减持
DSU
BLACKROCK DEBT STRATEGIES FD
-$926.6K
437,131
-20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$897.5K
145,397
+13%
减持
RFCI
ALPS ETF TR
-$882.8K
158,525
-19%
清仓
VV
VANGUARD INDEX FDS
-$823.3K
0
-100%
建仓
FTQI
FIRST TR EXCHANGE-TRADED FD
+$818.4K
41,322
增持
VTV
VANGUARD INDEX FDS
+$814.3K
37,554
+15%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$746.3K
12,723
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$740.4K
51,863
+11%
增持
SRLN
SSGA ACTIVE ETF TR
+$712.9K
80,208
+26%
增持
XLY
SELECT SECTOR SPDR TR
+$682.3K
9,923
+48%
清仓
NEAR
ISHARES U S ETF TR
-$651.7K
0
-100%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$626.5K
132,279
+14%
增持
MSFT
MICROSOFT CORP
+$623.1K
10,097
+3%
增持
RIGS
ALPS ETF TR
+$599.9K
385,657
+9%
减持
NVDA
NVIDIA CORPORATION
-$575.5K
1,050
-71%
减持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$558.8K
127,148
-24%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$515.4K
0
-100%
建仓
FDD
FIRST TR STOXX EUROPEAN SELE
+$514.9K
45,366
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$506.9K
17,906
增持
IWP
ISHARES TR
+$489.5K
36,916
+9%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$456.3K
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$453.1K
193,642
+11%
清仓
IDEV
ISHARES TR
-$448.3K
0
-100%
增持
TSLA
TESLA INC
+$421.2K
7,247
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$412.5K
76,238
+13%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$412.0K
43,050
+26%
增持
XLV
SELECT SECTOR SPDR TR
+$411.8K
19,181
+16%
增持
MTUM
ISHARES TR
+$398.0K
19,563
+12%
增持
HFND
TIDAL ETF TR
+$393.1K
141,738
+14%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$382.4K
77,864
+32%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$370.3K
4,718
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$367.1K
0
-100%
增持
IVV
ISHARES TR
+$364.2K
5,903
+7%
建仓
ARKF
ARK ETF TR
+$350.8K
16,776
增持
AMZN
AMAZON COM INC
+$327.8K
10,659
+4%
增持
GOOG
ALPHABET INC
+$311.6K
14,543
+4%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$298.4K
1,831
增持
ABBV
ABBVIE INC
-$298.2K
16,984
+5%
增持
ANGL
VANECK ETF TRUST
+$291.3K
45,925
+31%
增持
T
AT&T INC
-$270.9K
120,942
+6%
建仓
—
PRINCIPAL EXCHANGE TRADED FD
+$270.4K
7,526
减持
AGG
ISHARES TR
-$262.5K
19,147
-11%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$262.0K
76,109
-19%
增持
XLI
SELECT SECTOR SPDR TR
+$261.0K
11,711
+19%
增持
VB
VANGUARD INDEX FDS
+$253.6K
12,360
+6%
减持
BND
VANGUARD BD INDEX FDS
-$236.8K
45,068
-5%
清仓
SHYG
ISHARES TR
-$236.3K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$236.1K
9,732
-31%
清仓
IAU
ISHARES GOLD TR
-$232.7K
0
-100%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$232.6K
5,094
清仓
NEM
NEWMONT CORP
-$227.6K
0
-100%
增持
AVGO
BROADCOM INC
+$227.1K
931
+3%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$227.1K
4,574
建仓
XLE
SELECT SECTOR SPDR TR
+$216.7K
2,669
建仓
—
FIRST TR BICK INDEX FD
+$213.7K
7,847
建仓
META
META PLATFORMS INC
+$212.7K
741
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$206.2K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$205.4K
215
建仓
IJH
ISHARES TR
+$205.0K
784
减持
SPSB
SPDR SER TR
-$204.8K
183,670
-3%
减持
VO
VANGUARD INDEX FDS
-$203.1K
8,535
-14%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$200.8K
1,744
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$192.6K
19,156
+17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$187.3K
52,288
+9%
增持
AMAT
APPLIED MATLS INC
+$182.9K
6,071
+7%
减持
XLK
SELECT SECTOR SPDR TR
+$180.7K
11,855
-5%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$178.6K
37,763
+13%
增持
BLV
VANGUARD BD INDEX FDS
+$174.1K
24,328
+13%
增持
LLY
LILLY ELI & CO
+$160.5K
1,117
+6%
减持
SPLB
SPDR SER TR
-$157.4K
97,394
-5%
减持
RFDA
ALPS ETF TR
-$156.7K
69,383
-11%
增持
GE
GENERAL ELECTRIC CO
+$146.0K
7,879
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$144.0K
831
+52%
增持
ISRG
INTUITIVE SURGICAL INC
+$142.3K
1,406
+6%
增持
NOW
SERVICENOW INC
+$137.0K
1,155
+5%
增持
SHV
ISHARES TR
+$135.1K
7,179
+21%
增持
RFDI
FIRST TR EXCH TRADED FD III
+$134.1K
28,597
+7%
增持
MGK
VANGUARD WORLD FD
+$131.5K
2,235
+16%
增持
BYLD
ISHARES TR
+$130.9K
39,369
+18%
增持
GIS
GENERAL MLS INC
-$126.0K
16,005
+1%
减持
SPYV
SPDR SER TR
-$123.8K
7,593
-32%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$122.5K
24,133
+15%
增持
TOL
TOLL BROTHERS INC
+$121.3K
5,858
+3%
增持
VOD
VODAFONE GROUP PLC NEW
-$118.4K
182,245
+9%
增持
IJR
ISHARES TR
+$118.4K
15,710
+5%
增持
SPGI
S&P GLOBAL INC
+$117.2K
1,431
+8%
减持
VRSK
VERISK ANALYTICS INC
+$113.9K
4,484
-4%
增持
PEP
PEPSICO INC
+$104.3K
13,082
+3%
增持
COST
COSTCO WHSL CORP NEW
+$101.9K
1,341
+7%
减持
IWY
ISHARES TR
-$101.8K
1,480
-39%
减持
SPYG
SPDR SER TR
-$96.7K
4,092
-35%
减持
GLD
SPDR GOLD TR
-$95.4K
5,350
-7%
增持
HD
HOME DEPOT INC
+$95.3K
2,375
+9%
增持
V
VISA INC
+$91.0K
4,716
+3%
增持
—
ACCENTURE PLC IRELAND
+$90.7K
2,049
+8%
增持
GLOF
ISHARES TR
+$88.6K
12,386
+19%
增持
FLRN
SPDR SER TR
+$88.2K
103,799
+2%
增持
MA
MASTERCARD INCORPORATED
+$86.6K
1,754
+6%
增持
CCI
CROWN CASTLE INC
-$84.7K
15,211
+12%
增持
BCE
BCE INC
+$81.5K
44,537
+2%
减持
JAAA
JANUS DETROIT STR TR
-$79.0K
51,195
-4%
增持
WU
WESTERN UN CO
+$77.7K
34,271
+18%
减持
SPYM
SPDR SER TR
+$77.7K
38,440
-4%
减持
SPTM
SPDR SER TR
+$77.6K
32,507
-3%
增持
LOW
LOWES COS INC
+$72.3K
1,707
+9%
增持
VTI
VANGUARD INDEX FDS
+$72.0K
1,749
+14%
减持
IGIB
ISHARES TR
-$66.2K
14,163
-7%
减持
IGSB
ISHARES TR
-$61.3K
14,111
-7%
增持
PG
PROCTER AND GAMBLE CO
+$60.9K
10,509
+2%
增持
—
EXXON MOBIL CORP
-$60.5K
42,414
+1%
增持
TROW
PRICE T ROWE GROUP INC
+$60.2K
4,977
+13%
增持
WSM
WILLIAMS SONOMA INC
+$57.5K
3,617
+11%
增持
SO
SOUTHERN CO
+$56.8K
24,377
+2%
增持
PM
PHILIP MORRIS INTL INC
+$52.2K
17,016
+3%
减持
IWD
ISHARES TR
-$51.3K
1,456
-21%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$50.9K
19,709
+9%
增持
PAYX
PAYCHEX INC
+$50.4K
5,197
+12%
增持
KMB
KIMBERLY-CLARK CORP
+$49.6K
9,818
+1%
增持
INTU
INTUIT
+$49.5K
1,300
+6%
增持
MMM
3M CO
+$48.6K
17,938
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
-$46.0K
18,727
+5%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$45.7K
19,162
-5%
增持
MO
ALTRIA GROUP INC
+$45.5K
35,280
+1%
