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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 59
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$4.4M
348,295
+108%
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$4.0M
150,699
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$3.9M
190,678
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。
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$3.6M
376,857
+72%
增持
MSFT
MICROSOFT CORP
+$2.8M
19,373
+1%
减持
VUG
VANGUARD INDEX FDS
+$2.7M
26,291
-2%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.1M
277,459
+44%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
25,927
-0%
建仓
GAEM
SIMPLIFY EXCHANGE TRADED FUN
+$2.0M
74,846
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$1.9M
345,650
+46%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
185,919
+2%
增持
AAPL
APPLE INC
+$1.8M
50,356
+1%
增持
GOOGL
ALPHABET INC
+$1.3M
11,220
+19%
建仓
DECZ
ELEVATION SERIES TRUST
+$1.2M
30,479
清仓
—
LISTED FD TR
-$1.2M
0
-100%
减持
TSLA
TESLA INC
+$1.2M
7,288
-10%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.0M
8,849
-31%
增持
VTV
VANGUARD INDEX FDS
+$946.6K
46,262
+4%
减持
GOOG
ALPHABET INC
+$754.9K
13,149
-16%
增持
AMD
ADVANCED MICRO DEVICES INC
+$741.7K
11,286
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$732.2K
70,901
+3%
减持
AVGO
BROADCOM INC
+$695.5K
5,732
-20%
增持
MDYG
SPDR SERIES TRUST
+$660.1K
17,200
+49%
增持
IWO
ISHARES TR
+$640.8K
4,332
+48%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$633.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$629.1K
6,257
+14%
减持
VNLA
JANUS DETROIT STR TR
-$616.0K
100,981
-11%
建仓
JULZ
ELEVATION SERIES TRUST
+$609.4K
13,148
建仓
NOVZ
ELEVATION SERIES TRUST
+$602.9K
13,516
增持
FIDU
FIDELITY COVINGTON TRUST
+$600.9K
22,611
+24%
增持
AMZN
AMAZON COM INC
+$598.8K
18,890
+1%
建仓
MARZ
ELEVATION SERIES TRUST
+$598.4K
17,184
清仓
—
LISTED FD TR
-$591.7K
0
-100%
清仓
—
LISTED FD TR
-$587.0K
0
-100%
清仓
—
LISTED FD TR
-$580.8K
0
-100%
增持
FDIS
FIDELITY COVINGTON TRUST
+$568.9K
15,454
+28%
减持
PYLD
PIMCO ETF TR
-$544.9K
183,127
-12%
减持
QQQ
INVESCO QQQ TR
+$526.1K
4,590
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$515.8K
79,661
-8%
清仓
—
LISTED FD TR
-$498.9K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$495.2K
135,558
-8%
建仓
JANZ
ELEVATION SERIES TRUST
+$493.0K
12,986
清仓
—
LISTED FD TR
-$492.0K
0
-100%
建仓
APRZ
ELEVATION SERIES TRUST
+$491.3K
12,937
减持
NEM
NEWMONT CORP
+$476.8K
16,849
-14%
减持
BOND
PIMCO ETF TR
-$458.8K
41,477
-11%
增持
MDYV
SPDR SERIES TRUST
+$432.2K
13,487
+50%
增持
ABBV
ABBVIE INC
+$423.5K
13,057
+5%
增持
FUTY
FIDELITY COVINGTON TRUST
+$423.0K
20,015
+44%
增持
META
META PLATFORMS INC
+$410.5K
1,977
+9%
减持
BILZ
PIMCO ETF TR
-$388.3K
38,073
-9%
建仓
EVR
EVERCORE INC
+$376.2K
1,115
增持
JNJ
JOHNSON & JOHNSON
+$372.5K
6,353
+31%
增持
VB
VANGUARD INDEX FDS
+$370.0K
9,596
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$367.9K
3,412
+35%
增持
HD
HOME DEPOT INC
+$351.7K
4,660
+11%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$348.4K
2,823
+31%
减持
SIXD
AIM ETF PRODUCTS TRUST
-$326.6K
154,367
-14%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$321.3K
114,700
-11%
减持
GE
GE AEROSPACE
+$320.5K
6,141
-19%
减持
PAYX
PAYCHEX INC
-$312.2K
6,520
-12%
增持
XLC
SELECT SECTOR SPDR TR
+$308.6K
7,284
+27%
增持
CSCO
CISCO SYS INC
+$295.7K
12,499
+38%
增持
UNH
UNITEDHEALTH GROUP INC
+$295.6K
2,655
+124%
建仓
THRO
BLACKROCK ETF TRUST
+$292.8K
7,735
减持
LLY
ELI LILLY & CO
-$285.9K
1,610
-12%
建仓
QCOM
QUALCOMM INC
+$285.5K
1,716
建仓
—
EATON CORP PLC
+$285.3K
762
增持
FMAT
FIDELITY COVINGTON TRUST
+$283.7K
26,145
+16%
增持
MTUM
ISHARES TR
+$280.2K
2,492
+40%
建仓
XLE
SELECT SECTOR SPDR TR
+$277.1K
3,102
增持
PG
PROCTER AND GAMBLE CO
+$268.1K
9,462
+36%
增持
BAC
BANK AMERICA CORP
+$264.9K
13,122
+33%
减持
NRG
NRG ENERGY INC
+$264.1K
8,219
-26%
增持
INTC
INTEL CORP
+$258.8K
14,839
+41%
增持
UNP
UNION PAC CORP
+$258.5K
4,897
+29%
减持
AMAT
APPLIED MATLS INC
+$255.6K
6,170
-11%
增持
SCHF
SCHWAB STRATEGIC TR
+$245.7K
19,482
+85%
减持
IVV
ISHARES TR
+$244.9K
5,051
-9%
减持
KMB
KIMBERLY-CLARK CORP
-$244.1K
9,544
-5%
建仓
UGI
UGI CORP NEW
+$243.5K
7,322
清仓
WMT
WALMART INC
-$238.3K
0
-100%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$231.9K
99,577
-5%
清仓
CLOX
SERIES PORTFOLIOS TR
-$230.7K
0
-100%
清仓
DBEF
DBX ETF TR
-$223.0K
0
-100%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$221.2K
69,579
-8%
清仓
SEIX
VIRTUS ETF TR II
-$220.9K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$220.6K
41,195
-8%
建仓
QQQH
NEOS ETF TRUST
+$218.7K
4,021
增持
VTI
VANGUARD INDEX FDS
+$218.0K
2,048
+24%
减持
JUNW
AIM ETF PRODUCTS TRUST
-$217.6K
90,500
-16%
增持
OKE
ONEOK INC NEW
-$216.9K
10,581
+6%
减持
GOVT
ISHARES TR
-$216.5K
51,317
-16%
减持
SPBO
SPDR SERIES TRUST
-$214.2K
45,960
-15%
减持
ILTB
ISHARES TR
-$213.7K
25,499
-15%
增持
PANW
PALO ALTO NETWORKS INC
+$210.4K
2,391
+48%
减持
BLV
VANGUARD BD INDEX FDS
-$209.7K
43,709
-7%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$204.3K
0
-100%
减持
IP
INTERNATIONAL PAPER CO
-$204.0K
23,248
-3%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$202.6K
127,935
-14%
增持
MCD
MCDONALDS CORP
+$197.4K
5,570
+16%
减持
AMT
AMERICAN TOWER CORP NEW
-$195.1K
3,365
-13%
增持
R
RYDER SYS INC
+$193.0K
2,234
+41%
增持
ATR
APTARGROUP INC
+$188.9K
4,469
+62%
增持
FREL
FIDELITY COVINGTON TRUST
+$188.8K
29,755
+28%
增持
—
LYONDELLBASELL INDUSTRIES N
-$185.1K
17,609
+18%
减持
T
AT&T INC
-$185.0K
39,274
-14%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$185.0K
9,738
-8%
增持
IVE
ISHARES TR
+$181.0K
2,670
+37%
增持
EGP
EASTGROUP PPTYS INC
+$179.9K
3,297
+54%
减持
COST
COSTCO WHSL CORP NEW
-$177.9K
1,233
-12%
增持
MRK
MERCK & CO INC
+$173.5K
13,700
+26%
增持
GATX
GATX CORP
+$173.2K
2,649
+42%
减持
PM
PHILIP MORRIS INTL INC
-$168.7K
10,077
-11%
增持
—
TRI POINTE HOMES INC
+$168.4K
11,567
+64%
增持
WSO
WATSCO INC
-$164.7K
2,003
+4%
减持
WU
WESTERN UN CO
-$163.8K
56,830
-3%
减持
—
INVESCO LTD
+$161.6K
34,213
-17%
减持
EXC
EXELON CORP
-$160.9K
18,893
-14%
减持
XLK
SELECT SECTOR SPDR TR
+$157.7K
2,344
-4%
增持
PEP
PEPSICO INC
+$157.0K
10,890
+19%
减持
GEV
GE VERNOVA INC
+$156.0K
710
-23%
减持
SPGI
S&P GLOBAL INC
-$155.7K
1,537
-14%
增持
—
ACCENTURE PLC IRELAND
-$154.4K
3,012
+5%
增持
GGG
GRACO INC
+$151.1K
5,213
+49%
减持
ISRG
INTUITIVE SURGICAL INC
-$148.7K
1,312
-12%
增持
CRM
SALESFORCE INC
+$146.2K
3,260
+40%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$145.9K
14,218
-8%
减持
LTPZ
PIMCO ETF TR
-$145.6K
22,140
-8%
减持
QBER
ELEVATION SERIES TRUST
-$142.2K
40,379
-12%
增持
MA
MASTERCARD INCORPORATED
+$139.4K
3,169
+4%
增持
EMXC
ISHARES INC
+$135.2K
5,925
+23%
减持
AVIG
AMERICAN CENTY ETF TR
-$133.5K
18,432
-16%
减持
CMS
CMS ENERGY CORP
-$133.2K
11,324
-12%
减持
FGD
FIRST TR EXCHANGE TRADED FD
+$131.2K
48,869
-7%
增持
ADBE
ADOBE INC
+$128.1K
3,785
+20%
减持
SGOV
ISHARES TR
-$124.9K
9,340
-12%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$124.4K
48,547
-3%
减持
SKOR
FLEXSHARES TR
-$122.2K
15,164
-16%
减持
SPYM
SPDR SERIES TRUST
+$117.2K
167,349
-15%
增持
FEBW
AIM ETF PRODUCTS TRUST
+$116.6K
36,195
+2%
减持
PCN
PIMCO CORPORATE & INCM STRG
-$115.7K
361,168
-0%
减持
PRU
PRUDENTIAL FINL INC
-$112.6K
9,055
-4%
减持
INTU
INTUIT
-$112.1K
1,071
-22%
减持
—
EVEREST GROUP LTD
-$109.7K
1,916
-11%
减持
VOO
VANGUARD INDEX FDS
+$109.2K
3,853
-12%
增持
UPS
UNITED PARCEL SERVICE INC
-$108.6K
5,077
+5%
减持
CFG
CITIZENS FINL GROUP INC
+$108.2K
17,464
-13%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$105.5K
19,020
-5%
减持
JULW
AIM ETF PRODUCTS TRUST
-$103.4K
55,323
-14%
