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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 45
减持 91
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$4.4M
192,050
+321%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$3.7M
219,040
+224%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$3.3M
236,968
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。
+375%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
167,504
+359%
减持
VUG
VANGUARD INDEX FDS
-$1.9M
26,775
-7%
减持
VNLA
JANUS DETROIT STR TR
-$1.6M
113,802
-23%
减持
PYLD
PIMCO ETF TR
-$1.5M
207,212
-22%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.3M
147,478
-14%
增持
TSLA
TESLA INC
-$1.2M
8,068
+0%
减持
BOND
PIMCO ETF TR
-$1.1M
46,833
-22%
增持
AAPL
APPLE INC
-$1.1M
49,655
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$1.1M
86,892
-15%
减持
MSFT
MICROSOFT CORP
-$1.1M
19,275
-2%
清仓
VRSK
VERISK ANALYTICS INC
-$1.1M
0
-100%
减持
AMZN
AMAZON COM INC
-$719.1K
18,653
-4%
减持
GOOG
ALPHABET INC
-$674.9K
15,667
-4%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$606.6K
374,347
-8%
减持
AVGO
BROADCOM INC
-$600.8K
7,140
-8%
减持
BIV
VANGUARD BD INDEX FDS
-$542.3K
44,895
-16%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$510.0K
75,332
-15%
增持
SPYM
SPDR SER TR
-$478.8K
197,581
+1%
减持
DSU
BLACKROCK DEBT STRATEGIES FD
-$460.0K
413,571
-7%
减持
BLV
VANGUARD BD INDEX FDS
-$440.2K
46,954
-14%
减持
GOOGL
ALPHABET INC
-$427.9K
9,397
-5%
减持
NOW
SERVICENOW INC
-$338.9K
1,099
-4%
减持
VTV
VANGUARD INDEX FDS
-$331.7K
44,464
-6%
减持
PM
PHILIP MORRIS INTL INC
+$328.7K
11,360
-7%
减持
PCN
PIMCO CORPORATE & INCM STRG
-$327.4K
362,500
-8%
减持
VB
VANGUARD INDEX FDS
-$320.8K
9,336
-6%
减持
SGOV
ISHARES TR
-$315.1K
10,584
-23%
增持
CVX
CHEVRON CORP NEW
+$304.6K
10,512
+5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$282.2K
67,961
-10%
减持
QQQ
INVESCO QQQ TR
-$281.4K
4,755
-3%
减持
ABBV
ABBVIE INC
+$273.7K
12,407
-5%
减持
WSM
WILLIAMS SONOMA INC
-$253.6K
6,066
-7%
减持
FDIS
FIDELITY COVINGTON TRUST
-$224.6K
12,080
-5%
清仓
GRNB
VANECK ETF TRUST
-$221.7K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$219.8K
0
-100%
建仓
SGOL
ETFS GOLD TR
+$216.8K
7,270
清仓
BGRN
ISHARES TR
-$215.9K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$215.3K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$215.2K
3,650
增持
VZ
VERIZON COMMUNICATIONS INC
+$215.1K
31,884
+4%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$214.4K
0
-100%
清仓
—
NEOS ETF TRUST
-$209.6K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$209.4K
0
-100%
清仓
IGSB
ISHARES TR
-$207.9K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$207.8K
10,507
减持
QUAL
ISHARES TR
-$206.4K
12,436
-5%
清仓
NKE
NIKE INC
-$205.9K
0
-100%
清仓
EVR
EVERCORE INC
-$204.6K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$202.8K
49,847
-8%
减持
NEM
NEWMONT CORP
+$202.7K
19,547
-2%
减持
CRM
SALESFORCE INC
-$200.1K
2,334
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$195.2K
2,530
-0%
增持
EXC
EXELON CORP
+$192.4K
21,946
+1%
减持
SPBO
SPDR SER TR
-$191.7K
54,287
-12%
减持
TROW
PRICE T ROWE GROUP INC
-$189.7K
8,427
-1%
减持
IVW
ISHARES TR
-$188.0K
10,937
-8%
增持
NVDA
NVIDIA CORPORATION
-$186.2K
26,026
+16%
减持
GOVT
ISHARES TR
-$179.8K
61,040
-11%
减持
EMR
EMERSON ELEC CO
-$178.4K
11,109
-1%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$176.9K
128,804
+3%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$172.1K
104,846
-11%
增持
JUNW
AIM ETF PRODUCTS TRUST
+$171.6K
107,104
+7%
增持
ADBE
ADOBE INC
-$170.7K
3,147
+2%
增持
SIXD
AIM ETF PRODUCTS TRUST
+$170.3K
179,271
+5%
减持
CLOZ
SERIES PORTFOLIOS TR
-$163.1K
19,865
-23%
增持
AMD
ADVANCED MICRO DEVICES INC
-$159.8K
10,553
+2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$159.7K
8,179
+3%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$159.7K
20,050
-11%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$159.0K
10,530
-12%
减持
AMAT
APPLIED MATLS INC
-$155.7K
6,943
-3%
增持
NWL
NEWELL BRANDS INC
-$155.1K
74,335
+20%
减持
FTQI
FIRST TR EXCHANGE TRADED FD
-$153.2K
44,703
-7%
减持
GE
GE AEROSPACE
+$150.4K
7,628
-8%
减持
DIS
DISNEY WALT CO
-$146.4K
8,998
-3%
减持
T
AT&T INC
+$144.9K
45,761
-9%
减持
ILTB
ISHARES TR
-$144.4K
30,023
-11%
减持
—
ACCENTURE PLC IRELAND
-$143.8K
2,875
-3%
减持
—
EXXON MOBIL CORP
+$139.2K
16,220
-3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$137.5K
49,797
-11%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$136.5K
15,457
-0%
增持
FLG
FLAGSTAR FINANCIAL INC
+$135.5K
57,774
+1%
减持
DYNF
BLACKROCK ETF TRUST
-$134.4K
19,489
-8%
减持
HD
HOME DEPOT INC
-$133.9K
4,192
-2%
减持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$132.4K
122,242
-9%
增持
CMS
CMS ENERGY CORP
+$132.2K
12,819
+3%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$130.1K
1,460
+5%
增持
KMB
KIMBERLY-CLARK CORP
+$125.1K
10,060
+1%
增持
MCD
MCDONALDS CORP
+$124.8K
4,787
+1%
减持
ETR
ENTERGY CORP NEW
+$124.1K
15,557
-2%
减持
TOL
TOLL BROTHERS INC
-$120.1K
5,087
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$118.0K
10,941
-20%
增持
DTE
DTE ENERGY CO
+$117.5K
5,628
+3%
增持
WSO
WATSCO INC
+$111.7K
1,918
+5%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$111.6K
22,530
-7%
增持
MO
ALTRIA GROUP INC
+$109.9K
13,157
+1%
减持
FIDU
FIDELITY COVINGTON TRUST
-$107.7K
18,282
-5%
减持
IWO
ISHARES TR
-$107.6K
2,918
-2%
增持
TLT
ISHARES TR
+$107.2K
6,323
+18%
减持
AXP
AMERICAN EXPRESS CO
-$106.0K
1,221
-17%
减持
AMT
AMERICAN TOWER CORP NEW
+$104.7K
3,871
-4%
减持
V
VISA INC
+$104.6K
6,470
-5%
增持
USB
US BANCORP DEL
-$99.9K
23,481
+3%
增持
BILZ
PIMCO ETF TR
+$98.2K
41,907
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$97.7K
5,560
-5%
增持
PPL
PPL CORP
+$96.6K
22,285
+2%
减持
MDYG
SPDR SER TR
-$96.2K
11,512
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$96.0K
1,485
-7%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$95.7K
9,372
+4%
减持
META
META PLATFORMS INC
-$94.3K
1,806
-7%
增持
IVV
ISHARES TR
-$92.4K
5,581
+2%
减持
NI
NISOURCE INC
+$92.2K
29,290
-0%
减持
SKOR
FLEXSHARES TR
-$91.5K
17,982
-11%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$91.4K
72,300
-8%
增持
LTPZ
PIMCO ETF TR
+$89.9K
24,165
+2%
增持
OGE
OGE ENERGY CORP
+$89.5K
17,266
+1%
增持
LNT
ALLIANT ENERGY CORP
+$88.8K
13,801
+2%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$88.5K
56,700
-3%
减持
HYGV
FLEXSHARES TR
-$86.1K
14,180
-12%
减持
JNJ
JOHNSON & JOHNSON
+$85.6K
4,857
-2%
减持
RIGS
ALPS ETF TR
-$84.5K
13,875
-21%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$82.5K
26,191
-9%
减持
XLK
SELECT SECTOR SPDR TR
-$82.3K
2,436
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$79.5K
4,843
-0%
增持
F
FORD MTR CO
+$78.6K
79,404
+10%
减持
FMAT
FIDELITY COVINGTON TRUST
-$78.1K
22,497
-7%
减持
JPM
JPMORGAN CHASE & CO.
-$76.4K
5,481
-8%
减持
WEC
WEC ENERGY GROUP INC
+$75.2K
6,800
-4%
增持
VLO
VALERO ENERGY CORP
+$74.3K
5,777
+3%
减持
AVIG
AMERICAN CENTY ETF TR
-$73.7K
21,965
-9%
减持
HON
HONEYWELL INTL INC
-$71.8K
3,867
-2%
增持
ABT
ABBOTT LABS
+$70.7K
3,253
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$69.6K
68,698
-5%
减持
SHEL
SHELL PLC
-$69.2K
6,499
-25%
增持
—
INVESCO LTD
-$68.4K
41,084
+4%
减持
CMBS
ISHARES TR
-$67.5K
11,192
-13%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$67.2K
57,313
+1%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$66.2K
66,729
+0%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$65.8K
12,751
+8%
减持
FEBW
AIM ETF PRODUCTS TRUST
-$64.9K
35,640
-4%
减持
FCOM
FIDELITY COVINGTON TRUST
-$64.5K
5,919
-13%
增持
D
DOMINION ENERGY INC
+$64.0K
18,080
+3%
减持
IYW
ISHARES TR
-$63.2K
1,914
-8%
减持
BND
VANGUARD BD INDEX FDS
-$60.3K
6,330
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$59.7K
1,513
-3%
增持
AUGW
AIM ETF PRODUCTS TRUST
+$57.4K
148,901
+3%
增持
QBUL
ELEVATION SERIES TRUST
+$57.0K
41,182
+5%
减持
GEV
GE VERNOVA INC
-$56.6K
919
-10%
