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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 78
增持 21
减持 25
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$6.3M
121,202
-57%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$6.1M
77,784
-64%
增持
SPYM
SPDR SER TR
+$3.7M
79,940
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。
+254%
增持
IVV
ISHARES TR
+$2.9M
8,920
+142%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.6M
23,296
-67%
减持
XLY
SELECT SECTOR SPDR TR
-$2.6M
7,703
-65%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$2.4M
82,299
清仓
FID
FIRST TR EXCHANGE-TRADED FD
-$2.4M
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$2.4M
55,298
-42%
清仓
VOX
VANGUARD WORLD FD
-$2.3M
0
-100%
建仓
BILZ
PIMCO ETF TR
+$2.2M
22,072
减持
XLI
SELECT SECTOR SPDR TR
-$2.1M
9,169
-64%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$2.0M
61,943
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$1.9M
59,771
-53%
清仓
FLRN
SPDR SER TR
-$1.9M
0
-100%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$1.8M
12,312
-69%
增持
AAPL
APPLE INC
+$1.8M
35,355
+7%
减持
ABBV
ABBVIE INC
-$1.7M
9,717
-48%
清仓
DUK
DUKE ENERGY CORP NEW
-$1.7M
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$1.7M
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$1.7M
0
-100%
清仓
GIS
GENERAL MLS INC
-$1.7M
0
-100%
清仓
SHV
ISHARES TR
-$1.7M
0
-100%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$1.6M
50,658
减持
PEP
PEPSICO INC
-$1.5M
6,045
-58%
减持
XLP
SELECT SECTOR SPDR TR
-$1.5M
22,866
-46%
清仓
BCE
BCE INC
-$1.4M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.4M
37,965
+0%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$1.2M
55,997
-64%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$1.2M
12,256
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.2M
11,218
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
30,402
-16%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.2M
55,803
-33%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.1M
31,796
-23%
建仓
MARW
AIM ETF PRODUCTS TRUST
+$1.1M
37,279
建仓
VOO
VANGUARD INDEX FDS
+$1.1M
2,189
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
26,134
建仓
CVX
CHEVRON CORP NEW
+$1.1M
6,881
建仓
IP
INTERNATIONAL PAPER CO
+$1.1M
24,897
清仓
XLE
SELECT SECTOR SPDR TR
-$994.4K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$967.5K
5,594
建仓
PRU
PRUDENTIAL FINL INC
+$966.1K
8,244
建仓
ETR
ENTERGY CORP NEW
+$955.9K
8,934
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$936.6K
43,929
建仓
NRG
NRG ENERGY INC
+$935.6K
12,016
建仓
USB
US BANCORP DEL
+$904.4K
22,782
建仓
OKE
ONEOK INC NEW
+$900.9K
11,047
建仓
NI
NISOURCE INC
+$896.3K
31,109
清仓
NEAR
ISHARES U S ETF TR
-$892.6K
0
-100%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$880.3K
11,945
减持
T
AT&T INC
-$867.2K
51,049
-51%
建仓
EMR
EMERSON ELEC CO
+$866.7K
7,868
建仓
WSO
WATSCO INC
+$857.0K
1,850
建仓
F
FORD MTR CO DEL
+$848.4K
67,659
建仓
CMA
COMERICA INC
+$836.5K
16,390
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$819.6K
16,584
建仓
KEY
KEYCORP
+$816.6K
57,466
建仓
EIX
EDISON INTL
+$779.9K
10,861
建仓
EXC
EXELON CORP
+$773.0K
22,334
建仓
CMS
CMS ENERGY CORP
+$770.6K
12,945
建仓
D
DOMINION ENERGY INC
+$763.9K
15,590
建仓
TFC
TRUIST FINL CORP
+$746.1K
19,205
建仓
FITB
FIFTH THIRD BANCORP
+$745.6K
20,433
建仓
BEN
FRANKLIN RESOURCES INC
+$731.9K
32,749
建仓
LNT
ALLIANT ENERGY CORP
+$725.9K
14,262
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$720.6K
9,185
建仓
AEP
AMERICAN ELEC PWR CO INC
+$719.3K
8,198
建仓
FLAO
AIM ETF PRODUCTS TRUST
+$709.4K
27,457
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$705.5K
53,531
建仓
HPQ
HP INC
+$701.6K
20,035
建仓
MRK
MERCK & CO INC
+$692.6K
5,595
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$689.4K
0
-100%
建仓
MCD
MCDONALDS CORP
+$684.5K
2,686
建仓
CFG
CITIZENS FINL GROUP INC
+$683.4K
18,969
建仓
OMC
OMNICOM GROUP INC
+$674.0K
7,514
增持
GOOG
ALPHABET INC
+$672.7K
16,509
+7%
增持
MSFT
MICROSOFT CORP
+$665.5K
11,520
+8%
建仓
VLO
VALERO ENERGY CORP
+$658.6K
4,202
增持
IEI
ISHARES TR
+$646.8K
30,060
+23%
建仓
OGE
OGE ENERGY CORP
+$635.5K
17,801
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$632.3K
155,419
-7%
建仓
DTE
DTE ENERGY CO
+$628.0K
5,657
建仓
PPL
PPL CORP
+$627.7K
22,701
建仓
—
INTERPUBLIC GROUP COS INC
+$625.3K
21,494
建仓
—
INVESCO LTD
+$625.0K
41,775
建仓
MO
ALTRIA GROUP INC
+$611.1K
13,416
建仓
PFE
PFIZER INC
+$608.2K
21,738
建仓
FE
FIRSTENERGY CORP
+$605.0K
15,809
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$581.1K
0
-100%
建仓
—
NEW YORK CMNTY BANCORP INC
+$579.6K
179,987
清仓
SPTM
SPDR SER TR
-$569.1K
0
-100%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$555.2K
0
-100%
建仓
SON
SONOCO PRODS CO
+$551.9K
10,881
清仓
SPEM
SPDR INDEX SHS FDS
-$551.4K
0
-100%
建仓
LTPZ
PIMCO ETF TR
+$544.5K
10,071
建仓
ZROZ
PIMCO ETF TR
+$542.5K
7,224
建仓
WEC
WEC ENERGY GROUP INC
+$525.5K
6,698
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$519.7K
19,772
建仓
—
LISTED FD TR
+$492.4K
13,847
增持
NEM
NEWMONT CORP
+$479.6K
18,607
+123%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$478.5K
39,562
建仓
NWL
NEWELL BRANDS INC
+$468.0K
73,014
清仓
PYLD
PIMCO ETF TR
-$449.7K
0
-100%
清仓
XSVN
BONDBLOXX ETF TRUST
-$449.3K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$449.2K
180,622
-3%
清仓
HYS
PIMCO ETF TR
-$435.6K
0
-100%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$411.2K
31,756
增持
QUAL
ISHARES TR
+$406.6K
57,770
+0%
减持
VTV
VANGUARD INDEX FDS
-$403.1K
45,770
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$382.5K
9,021
-28%
增持
TSLA
TESLA INC
+$369.4K
8,900
+12%
减持
PM
PHILIP MORRIS INTL INC
-$356.3K
11,512
-31%
建仓
EDV
VANGUARD WORLD FD
+$354.1K
4,824
建仓
SMMU
PIMCO ETF TR
+$352.4K
7,066
清仓
IGSB
ISHARES TR
-$351.3K
0
-100%
清仓
SGOV
ISHARES TR
-$339.6K
0
-100%
建仓
MLN
VANECK ETF TRUST
+$335.3K
18,775
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$325.2K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$318.4K
1,744
减持
VUG
VANGUARD INDEX FDS
+$316.4K
28,851
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$304.8K
12,793
+3%
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$296.0K
12,024
增持
AMAT
APPLIED MATLS INC
+$279.8K
6,679
+6%
增持
NVDA
NVIDIA CORPORATION
+$275.8K
9,495
+856%
建仓
GEV
GE VERNOVA INC
+$269.1K
1,569
减持
VB
VANGUARD INDEX FDS
-$266.2K
13,161
-4%
建仓
SJB
PROSHARES TR
+$266.0K
15,700
增持
IWY
ISHARES TR
+$263.3K
12,172
+1%
增持
AVGO
BROADCOM INC
+$261.6K
868
+2%
清仓
IGIB
ISHARES TR
-$249.7K
0
-100%
建仓
—
LISTED FD TR
+$246.1K
6,316
建仓
—
LISTED FD TR
+$245.6K
6,068
建仓
—
LISTED FD TR
+$245.5K
7,926
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$244.8K
7,575
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$244.8K
8,031
减持
SPY
SPDR S&P 500 ETF TR
-$239.9K
828
-37%
建仓
CMDT
PIMCO ETF TR
+$237.8K
8,730
增持
COST
COSTCO WHSL CORP NEW
+$236.0K
1,474
+6%
清仓
BKHY
BNY MELLON ETF TRUST
-$227.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$226.1K
11,036
+4%
增持
ADBE
ADOBE INC
+$217.3K
1,918
+14%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$210.9K
4,365
建仓
WMT
WALMART INC
+$209.0K
3,086
建仓
VRT
VERTIV HOLDINGS CO
+$207.3K
2,395
增持
PCN
PIMCO CORPORATE & INCM STRG
-$207.2K
396,818
+2%
增持
LLY
ELI LILLY & CO
+$197.6K
1,129
+7%
减持
BIL
SPDR SER TR
-$176.9K
19,932
-9%
增持
MINT
PIMCO ETF TR
+$167.2K
20,203
+9%
