小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 49
增持 63
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
448,925
+19%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
420,805
+21%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
332,121
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。
+20%
增持
GOOGL
ALPHABET INC
+$1.1M
12,150
+8%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$1.0M
413,589
+20%
增持
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$894.9K
185,484
+23%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$884.0K
233,476
+22%
减持
ABBV
ABBVIE INC
-$858.3K
9,474
-27%
减持
AAPL
APPLE INC
+$844.7K
50,272
-0%
清仓
—
INTERPUBLIC GROUP COS INC
-$803.6K
0
-100%
减持
TSLA
TESLA INC
-$753.7K
5,531
-24%
增持
MDYG
SPDR SERIES TRUST
+$658.4K
24,162
+40%
增持
ADBE
ADOBE INC
+$579.3K
5,470
+45%
增持
OMC
OMNICOM GROUP INC
+$558.4K
17,088
+70%
增持
FIDU
FIDELITY COVINGTON TRUST
+$524.6K
28,823
+27%
增持
MRK
MERCK & CO INC
+$520.0K
15,864
+16%
增持
IWO
ISHARES TR
+$516.5K
5,891
+36%
建仓
LULU
LULULEMON ATHLETICA INC
+$507.3K
2,441
增持
MDYV
SPDR SERIES TRUST
+$487.2K
19,045
+41%
增持
GAEM
SIMPLIFY EXCHANGE TRADED FUN
+$469.2K
91,720
+23%
增持
MSFT
MICROSOFT CORP
-$454.1K
19,809
+2%
增持
PG
PROCTER AND GAMBLE CO
+$447.3K
13,265
+40%
增持
FDIS
FIDELITY COVINGTON TRUST
+$446.6K
19,933
+29%
增持
MCD
MCDONALDS CORP
+$444.8K
6,994
+26%
减持
AVGO
BROADCOM INC
-$435.6K
4,205
-27%
增持
JNJ
JOHNSON & JOHNSON
+$428.6K
7,763
+22%
增持
FUTY
FIDELITY COVINGTON TRUST
+$411.5K
27,920
+39%
增持
—
EXXON MOBIL CORP
+$403.8K
20,009
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$374.8K
7,288
+16%
减持
GE
GE AEROSPACE
-$368.7K
4,800
-22%
增持
CSCO
CISCO SYS INC
+$363.4K
15,820
+27%
减持
AMD
ADVANCED MICRO DEVICES INC
+$360.0K
10,207
-10%
减持
VUG
VANGUARD INDEX FDS
-$356.5K
25,116
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$352.8K
3,846
+45%
增持
FMAT
FIDELITY COVINGTON TRUST
+$350.0K
32,400
+24%
减持
ABT
ABBOTT LABS
-$348.2K
1,106
-70%
增持
UNP
UNION PAC CORP
+$331.3K
6,436
+31%
增持
CRM
SALESFORCE INC
+$323.3K
4,137
+27%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$318.6K
132,163
-3%
增持
NVDA
NVIDIA CORPORATION
+$315.2K
27,628
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$313.2K
183,344
-1%
减持
NEM
NEWMONT CORP
-$283.8K
11,384
-32%
减持
WSM
WILLIAMS SONOMA INC
-$280.6K
4,170
-21%
减持
SPYM
SPDR SERIES TRUST
-$276.2K
159,984
-4%
增持
EGP
EASTGROUP PPTYS INC
+$270.5K
4,650
+41%
增持
PEP
PEPSICO INC
+$267.8K
12,522
+15%
增持
ATR
APTARGROUP INC
+$267.2K
7,088
+59%
清仓
IAU
ISHARES GOLD TR
-$257.4K
0
-100%
减持
GOOG
ALPHABET INC
-$253.2K
9,399
-29%
减持
VYM
VANGUARD WHITEHALL FDS
-$252.0K
559
-76%
增持
NOW
SERVICENOW INC
-$251.3K
4,139
+330%
增持
CVX
CHEVRON CORP NEW
+$247.5K
12,839
+17%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$247.0K
3,751
+33%
增持
AMZN
AMAZON COM INC
+$246.7K
19,039
+1%
减持
VOO
VANGUARD INDEX FDS
-$234.3K
3,389
-12%
增持
BAC
BANK AMERICA CORP
+$233.3K
16,551
+26%
增持
FREL
FIDELITY COVINGTON TRUST
+$229.4K
39,305
+32%
建仓
XLB
SELECT SECTOR SPDR TR
+$219.9K
4,848
建仓
WFC
WELLS FARGO CO NEW
+$218.3K
2,342
增持
MA
MASTERCARD INCORPORATED
+$215.7K
3,536
+12%
建仓
NTR
NUTRIEN LTD
+$209.7K
3,398
增持
PCN
PIMCO CORPORATE & INCM STRG
-$205.5K
362,611
+0%
增持
VTI
VANGUARD INDEX FDS
+$204.6K
2,614
+28%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$197.7K
2,578
建仓
WMT
WALMART INC
+$197.4K
1,771
建仓
—
TE CONNECTIVITY PLC
+$195.6K
860
建仓
CLOX
SERIES PORTFOLIOS TR
+$195.3K
7,656
建仓
GLDM
WORLD GOLD TR
+$195.2K
2,287
减持
LLY
ELI LILLY & CO
+$194.6K
1,324
-18%
减持
BSV
VANGUARD BD INDEX FDS
-$193.6K
77,306
-3%
建仓
UMBF
UMB FINL CORP
+$191.8K
1,667
减持
COST
COSTCO WHSL CORP NEW
-$184.4K
1,110
-10%
建仓
ADI
ANALOG DEVICES INC
+$184.3K
679
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$183.8K
3,407
增持
GGG
GRACO INC
+$181.6K
7,618
+46%
建仓
SEIX
VIRTUS ETF TR II
+$180.0K
7,710
建仓
MOAT
VANECK ETF TRUST
+$174.1K
1,681
建仓
NKE
NIKE INC
+$173.0K
2,716
建仓
GS
GOLDMAN SACHS GROUP INC
+$172.7K
197
增持
PM
PHILIP MORRIS INTL INC
+$169.5K
11,246
+12%
增持
META
META PLATFORMS INC
+$166.8K
2,452
+24%
增持
R
RYDER SYS INC
+$165.4K
3,067
+37%
增持
GATX
GATX CORP
+$164.7K
3,701
+40%
建仓
RFFC
ALPS ETF TR
+$163.3K
2,435
建仓
PLD
PROLOGIS INC.
+$163.1K
1,278
建仓
WAL
WESTERN ALLIANCE BANCORP
+$162.1K
1,928
减持
BLV
VANGUARD BD INDEX FDS
-$158.8K
42,262
-3%
减持
CMA
COMERICA INC
+$155.9K
12,092
-7%
建仓
EMB
ISHARES TR
+$155.7K
1,617
减持
PAYX
PAYCHEX INC
-$154.6K
5,990
-8%
建仓
CAH
CARDINAL HEALTH INC
+$152.9K
744
增持
PRU
PRUDENTIAL FINL INC
+$151.2K
9,662
+7%
建仓
EDV
VANGUARD WORLD FD
+$149.1K
2,293
增持
—
TRI POINTE HOMES INC
+$146.9K
17,153
+48%
建仓
TXN
TEXAS INSTRS INC
+$146.0K
842
建仓
MAS
MASCO CORP
+$145.1K
2,286
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$138.1K
5,488
减持
VTV
VANGUARD INDEX FDS
+$138.0K
45,895
-1%
减持
TOL
TOLL BROTHERS INC
-$137.5K
3,596
-20%
建仓
MGK
VANGUARD WORLD FD
+$136.6K
331
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$136.2K
3,255
建仓
SPSB
SPDR SERIES TRUST
+$135.6K
4,490
增持
EVR
EVERCORE INC
+$134.8K
1,502
+35%
增持
UGI
UGI CORP NEW
+$134.7K
10,106
+38%
减持
DIS
DISNEY WALT CO
-$134.1K
7,406
-13%
减持
INTU
INTUIT
-$133.2K
903
-16%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$133.0K
121,589
-5%
建仓
IGSB
ISHARES TR
+$132.6K
2,508
减持
BIV
VANGUARD BD INDEX FDS
-$132.3K
39,608
-4%
增持
T
AT&T INC
-$128.7K
39,468
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$128.6K
3,341
+40%
建仓
TMUS
T-MOBILE US INC
+$127.6K
629
增持
USB
US BANCORP DEL
+$126.1K
21,544
+2%
建仓
VNQ
VANGUARD INDEX FDS
+$125.5K
1,419
建仓
XLP
SELECT SECTOR SPDR TR
+$124.9K
1,608
建仓
AOR
ISHARES TR
+$123.2K
1,896
增持
QCOM
QUALCOMM INC
+$123.0K
2,388
+39%
增持
DSU
BLACKROCK DEBT STRATEGIES FD
-$122.7K
407,280
+1%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$121.0K
753
增持
EIX
EDISON INTL
+$120.3K
14,089
+7%
增持
V
VISA INC
+$118.6K
6,778
+2%
建仓
XLRE
SELECT SECTOR SPDR TR
+$118.4K
2,933
减持
PYLD
PIMCO ETF TR
-$115.3K
179,905
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$113.9K
3,038
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$113.1K
795
-20%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$112.9K
67,002
-4%
建仓
RFDI
FIRST TR EXCH TRADED FD III
+$111.0K
1,378
建仓
MUB
ISHARES TR
+$110.6K
1,033
增持
VZ
VERIZON COMMUNICATIONS INC
+$110.3K
36,879
+16%
建仓
SCHB
SCHWAB STRATEGIC TR
+$109.4K
4,170
建仓
EBAY
EBAY INC.
+$109.2K
1,254
增持
KEY
KEYCORP
+$108.2K
47,932
+2%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$106.9K
3,041
减持
QBUL
ELEVATION SERIES TRUST
-$103.7K
34,789
-3%
减持
SIXD
AIM ETF PRODUCTS TRUST
-$103.2K
147,855
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$103.1K
6,777
-13%
增持
INTC
INTEL CORP
+$101.6K
16,245
+9%
建仓
DOW
DOW INC
+$100.1K
4,280
建仓
MET
METLIFE INC
+$100.0K
1,267
增持
—
LYONDELLBASELL INDUSTRIES N
+$99.1K
22,233
+26%
减持
GEV
GE VERNOVA INC
-$98.0K
518
-27%
建仓
GPC
GENUINE PARTS CO
+$95.2K
774
建仓
COR
CENCORA INC
+$94.3K
279
建仓
VO
VANGUARD INDEX FDS
+$92.0K
317
建仓
A
AGILENT TECHNOLOGIES INC
+$91.9K
676
建仓
ZION
ZIONS BANCORPORATION N A
+$91.8K
1,569
建仓
AES
AES CORP
+$91.2K
6,363
增持
F
FORD MTR CO
+$90.2K
71,964
+1%
增持
OKE
ONEOK INC NEW
+$90.1K
11,731
+11%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$90.0K
828
