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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 81
减持 40
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
MOAT
VANECK ETF TRUST
+$5.4M
60,207
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$5.2M
167,152
+791%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.3M
36,326
+212%
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。
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$4.3M
3,529
-93%
增持
RIGS
ALPS ETF TR
+$3.5M
548,439
+41%
减持
IWP
ISHARES TR
-$3.2M
3,551
-90%
清仓
HFND
TIDAL ETF TR
-$2.8M
0
-100%
建仓
IEI
ISHARES TR
+$2.8M
24,387
减持
MTUM
ISHARES TR
-$2.7M
1,393
-93%
减持
IEF
ISHARES TR
-$2.5M
3,217
-89%
减持
BIL
SPDR SER TR
-$2.4M
21,854
-55%
增持
IWY
ISHARES TR
+$2.1M
12,033
+686%
清仓
AGG
ISHARES TR
-$1.7M
0
-100%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
30,430
+3%
减持
IJR
ISHARES TR
-$1.3M
3,097
-79%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.2M
27,754
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.2M
283,232
+5%
增持
ANGL
VANECK ETF TRUST
+$1.2M
90,495
+79%
减持
SGOV
ISHARES TR
-$1.2M
3,372
-77%
增持
XLY
SELECT SECTOR SPDR TR
+$1.1M
21,700
+36%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.1M
28,510
增持
XLI
SELECT SECTOR SPDR TR
+$1.0M
25,498
+34%
减持
NEAR
ISHARES U S ETF TR
-$1.0M
17,690
-54%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$1.0M
139,236
+58%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$995.7K
17,976
+251%
增持
VOX
VANGUARD WORLD FD
+$962.9K
17,170
+57%
减持
SPTM
SPDR SER TR
-$958.6K
8,871
-66%
增持
VTV
VANGUARD INDEX FDS
+$949.6K
47,557
+5%
增持
PCN
PIMCO CORPORATE & INCM STRG
+$929.7K
390,062
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$879.3K
186,876
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$815.9K
218,952
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$784.2K
23,344
+127%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$775.5K
102,435
+19%
增持
—
EXXON MOBIL CORP
+$770.8K
41,088
+3%
清仓
FTHI
FIRST TR EXCHANGE-TRADED FD
-$754.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$727.5K
37,901
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$716.0K
60,510
+19%
清仓
LGLV
SPDR SER TR
-$712.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$669.2K
10,656
+5%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$581.1K
3,181
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$563.3K
95,974
+8%
增持
ABBV
ABBVIE INC
+$557.6K
18,705
+2%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$531.2K
410,223
+5%
增持
XLP
SELECT SECTOR SPDR TR
+$527.0K
42,065
+13%
建仓
IYW
ISHARES TR
+$522.4K
3,868
增持
SPYV
SPDR SER TR
+$466.9K
16,769
+110%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$464.2K
127,540
+7%
增持
SGOL
ABRDN GOLD ETF TRUST
+$461.2K
152,229
+8%
增持
AAPL
APPLE INC
-$452.6K
33,192
+4%
建仓
PYLD
PIMCO ETF TR
+$449.7K
17,457
建仓
XSVN
BONDBLOXX ETF TRUST
+$449.3K
9,464
清仓
ARKF
ARK ETF TR
-$447.8K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$439.9K
69,590
+4%
减持
JAAA
JANUS DETROIT STR TR
-$429.8K
32,838
-21%
增持
XLE
SELECT SECTOR SPDR TR
+$415.0K
10,532
+52%
清仓
XLB
SELECT SECTOR SPDR TR
-$377.0K
0
-100%
减持
WSM
WILLIAMS SONOMA INC
+$366.2K
3,425
-4%
减持
GE
GENERAL ELECTRIC CO
+$363.1K
7,950
-2%
建仓
IGSB
ISHARES TR
+$351.3K
6,851
增持
SPYG
SPDR SER TR
+$349.5K
8,601
+100%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$337.5K
52,291
+18%
增持
SHV
ISHARES TR
+$333.9K
14,996
+25%
增持
IWD
ISHARES TR
+$319.9K
3,088
+119%
增持
AMZN
AMAZON COM INC
+$318.4K
10,570
+1%
增持
TSLA
TESLA INC
-$318.3K
7,917
+15%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$316.9K
212,451
+7%
减持
SPYM
SPDR SER TR
-$313.7K
22,582
-26%
减持
RFCI
ALPS ETF TR
-$303.4K
95,522
-11%
清仓
—
PRINCIPAL EXCHANGE TRADED FD
-$300.6K
0
-100%
增持
DSU
BLACKROCK DEBT STRATEGIES FD
+$298.0K
442,022
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$294.5K
1,320
+58%
增持
BLV
VANGUARD BD INDEX FDS
+$288.9K
32,498
+18%
清仓
SPSM
SPDR SER TR
-$288.0K
0
-100%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$287.8K
39,654
+3%
清仓
SPMD
SPDR SER TR
-$284.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$277.8K
6,286
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$276.7K
82,859
-8%
清仓
CDEI
MORGAN STANLEY ETF TRUST
-$273.6K
0
-100%
清仓
DSI
ISHARES TR
-$268.3K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$264.7K
13,718
+2%
减持
FLRN
SPDR SER TR
-$260.4K
60,111
-13%
增持
GOOG
ALPHABET INC
+$258.3K
15,470
+4%
增持
PEP
PEPSICO INC
+$254.9K
14,421
+8%
增持
BIV
VANGUARD BD INDEX FDS
+$248.2K
58,743
+7%
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$245.1K
0
-100%
增持
SPSB
SPDR SER TR
+$243.8K
101,355
+9%
增持
V
VISA INC
+$241.1K
5,282
+12%
增持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$240.6K
138,529
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$237.4K
71,724
+7%
增持
XLV
SELECT SECTOR SPDR TR
+$232.6K
17,493
+1%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$232.5K
206
增持
GIS
GENERAL MLS INC
+$231.8K
23,746
+8%
建仓
BKHY
BNY MELLON ETF TRUST
+$227.2K
4,767
建仓
GRNB
VANECK ETF TRUST
+$226.7K
9,552
建仓
BGRN
ISHARES TR
+$225.9K
4,818
增持
DIS
DISNEY WALT CO
+$222.1K
6,107
+5%
建仓
GOOGL
ALPHABET INC
+$215.2K
1,426
建仓
VYM
VANGUARD WHITEHALL FDS
+$212.1K
1,753
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$200.4K
28,255
-22%
减持
LLY
ELI LILLY & CO
+$195.7K
1,060
-2%
减持
RFFC
ALPS ETF TR
-$191.6K
12,250
-31%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$185.8K
72,217
+8%
增持
KMB
KIMBERLY-CLARK CORP
+$182.2K
12,595
+6%
减持
XLK
SELECT SECTOR SPDR TR
+$179.7K
12,433
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$178.7K
6,539
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$171.0K
15,236
-25%
增持
TROW
PRICE T ROWE GROUP INC
+$162.5K
6,701
+10%
增持
HD
HOME DEPOT INC
+$155.1K
2,755
+6%
增持
MA
MASTERCARD INCORPORATED
+$154.7K
1,942
+6%
减持
GBIL
GOLDMAN SACHS ETF TR
-$146.4K
5,503
-22%
减持
IVV
ISHARES TR
+$142.1K
3,685
-2%
增持
WU
WESTERN UN CO
+$138.8K
43,694
+10%
减持
AVGO
BROADCOM INC
+$136.1K
853
-4%
减持
TOL
TOLL BROTHERS INC
+$130.3K
5,414
-2%
增持
—
EVEREST GROUP LTD
+$128.4K
1,708
+10%
增持
COST
COSTCO WHSL CORP NEW
+$126.5K
1,388
+3%
增持
ADBE
ADOBE INC
-$121.3K
1,681
+3%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$116.7K
57,947
+7%
增持
MINT
PIMCO ETF TR
+$114.4K
18,563
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$111.6K
1,372
+6%
减持
XLC
SELECT SECTOR SPDR TR
+$111.5K
13,290
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$110.2K
1,556
+3%
增持
LOW
LOWES COS INC
+$106.9K
2,202
+8%
增持
T
AT&T INC
+$104.6K
104,698
+1%
增持
STLD
STEEL DYNAMICS INC
+$103.5K
2,870
+5%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$103.4K
148,890
+6%
清仓
—
GLOBAL X FDS
-$101.5K
0
-100%
增持
NEM
NEWMONT CORP
+$96.4K
8,355
+70%
减持
XLF
SELECT SECTOR SPDR TR
+$95.7K
22,596
-1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$94.1K
1,224
-34%
增持
PAYX
PAYCHEX INC
+$91.7K
6,415
+10%
增持
FTQI
FIRST TR EXCHANGE-TRADED FD
+$88.7K
47,619
+6%
增持
NGG
NATIONAL GRID PLC
+$79.7K
24,506
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$77.6K
17,292
+5%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$76.1K
48,240
+4%
减持
SPLB
SPDR SER TR
-$75.7K
87,669
-1%
减持
BND
VANGUARD BD INDEX FDS
-$74.5K
40,285
-1%
增持
FDD
FIRST TR STOXX EUROPEAN SELE
+$74.3K
154,697
+6%
减持
PAVE
GLOBAL X FDS
-$73.2K
9,091
-28%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$73.1K
79,952
+5%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$66.9K
1,033
+6%
减持
RFDA
ALPS ETF TR
+$64.8K
55,338
-4%
减持
HYS
PIMCO ETF TR
-$63.9K
4,660
-13%
减持
META
META PLATFORMS INC
+$61.9K
572
-6%
减持
NOW
SERVICENOW INC
+$58.7K
1,126
-1%
增持
BCE
BCE INC
-$58.2K
41,188
+11%
减持
AXP
AMERICAN EXPRESS CO
+$57.8K
1,505
-1%
减持
QUAL
ISHARES TR
+$57.3K
57,550
-10%
减持
VNQ
VANGUARD INDEX FDS
-$55.2K
10,065
-4%
