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Elevation Capital Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Elevation Capital Advisory, LLC
报告期 2026-03-31 · CIK 0001871112
持仓数
65
前50大市值合计
$221.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 80 项
建仓 24
增持 20
减持 7
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$14.9M
264,394
+162%
增持
MGK
VANGUARD WORLD FD
+$13.4M
39,966
+4076%
清仓
KRMA
GLOBAL X FDS
-$10.6M
0
-100%
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。
建仓
ONEQ
FIDELITY COMWLTH TR
+$10.5M
138,678
增持
QQQ
INVESCO QQQ TR
+$9.6M
30,455
+150%
清仓
IMCG
ISHARES TR
-$9.4M
0
-100%
清仓
QGRO
AMERICAN CENTY ETF TR
-$9.1M
0
-100%
减持
MOAT
VANECK ETF TRUST
-$9.0M
13,909
-87%
清仓
SCHG
SCHWAB STRATEGIC TR
-$8.7M
0
-100%
清仓
SUSA
ISHARES TR
-$8.5M
0
-100%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$8.5M
76,484
+2608%
增持
VUG
VANGUARD INDEX FDS
+$8.4M
21,261
+2305%
建仓
IWF
ISHARES TR
+$7.7M
19,269
建仓
OEF
ISHARES TR
+$7.4M
25,792
清仓
JHML
JOHN HANCOCK EXCHANGE TRADED
-$7.0M
0
-100%
建仓
IWL
ISHARES TR
+$6.7M
46,629
建仓
VNLA
JANUS DETROIT STR TR
+$6.6M
135,341
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$6.5M
0
-100%
清仓
LGLV
SPDR SER TR
-$6.3M
0
-100%
建仓
HYZD
WISDOMTREE TR
+$6.3M
282,348
清仓
FPE
FIRST TR EXCH TRADED FD III
-$6.1M
0
-100%
清仓
AOR
ISHARES TR
-$6.0M
0
-100%
建仓
USFR
WISDOMTREE TR
+$5.8M
116,164
建仓
IGHG
PROSHARES TR
+$5.7M
73,258
清仓
AGG
ISHARES TR
-$5.7M
0
-100%
清仓
AOK
ISHARES TR
-$5.7M
0
-100%
建仓
CWB
SPDR SER TR
+$5.5M
71,135
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$5.1M
0
-100%
建仓
USMC
PRINCIPAL EXCHANGE TRADED FD
+$4.6M
76,840
清仓
QUS
SPDR SER TR
-$4.3M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$4.0M
0
-100%
清仓
USMV
ISHARES TR
-$3.7M
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$3.7M
0
-100%
清仓
FALN
ISHARES TR
-$3.4M
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.3M
71,019
+1097%
建仓
AOA
ISHARES TR
+$3.3M
42,484
清仓
ANGL
VANECK ETF TRUST
-$3.1M
0
-100%
建仓
PSK
SPDR SER TR
+$2.9M
87,580
减持
IWY
ISHARES TR
-$2.8M
34,953
-30%
清仓
VGT
VANGUARD WORLD FD
-$2.0M
0
-100%
建仓
VCR
VANGUARD WORLD FD
+$1.4M
3,783
增持
VFH
VANGUARD WORLD FD
+$1.2M
18,116
+103%
增持
MFUL
COLLABORATIVE INVESTMNT SER
+$977.2K
1,107,835
+6%
建仓
VDC
VANGUARD WORLD FD
+$966.9K
4,574
增持
TMFC
RBB FD INC
+$893.2K
208,930
+1%
增持
VOX
VANGUARD WORLD FD
+$816.1K
10,261
+93%
清仓
VDE
VANGUARD WORLD FD
-$726.4K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$723.3K
0
-100%
增持
MTUM
ISHARES TR
+$476.6K
46,536
+3%
减持
RULE
COLLABORATIVE INVESTMNT SER
-$471.5K
17,723
-55%
减持
SNAV
COLLABORATIVE INVESTMNT SER
-$425.9K
57,304
-18%
清仓
QUAL
ISHARES TR
-$389.3K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$376.9K
3,649
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$375.2K
1,025
建仓
VNQ
VANGUARD INDEX FDS
+$370.9K
4,164
清仓
ITOT
ISHARES TR
-$368.7K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$368.0K
1,879
建仓
NULG
NUSHARES ETF TR
+$345.8K
4,028
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$309.1K
2,964
清仓
FLQL
FRANKLIN TEMPLETON ETF TR
-$308.1K
0
-100%
清仓
IVV
ISHARES TR
-$308.0K
0
-100%
建仓
PGRO
PUTNAM ETF TRUST
+$297.5K
7,669
增持
VOO
VANGUARD INDEX FDS
+$291.9K
6,643
+7%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$255.0K
3,804
清仓
FDLO
FIDELITY COVINGTON TRUST
-$245.8K
0
-100%
清仓
ESGU
ISHARES TR
-$230.9K
0
-100%
建仓
AMZN
AMAZON COM INC
+$223.8K
1,020
清仓
ABFL
TRIMTABS ETF TR
-$207.8K
0
-100%
建仓
ILCG
ISHARES TR
+$207.7K
2,318
增持
VPU
VANGUARD WORLD FD
+$167.3K
2,301
+92%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$155.8K
3,037
-36%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$155.3K
23,643
+6%
增持
IYY
ISHARES TR
+$152.4K
22,904
+2%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$115.0K
11,086
+6%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$111.8K
24,733
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$49.7K
46,883
+222%
减持
BIV
VANGUARD BD INDEX FDS
-$45.0K
3,126
-12%
增持
DGRW
WISDOMTREE TR
+$43.7K
15,953
+6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$10.6K
70,415
+2%
减持
LRGE
LEGG MASON ETF INVT
-$6.5K
3,104
-6%
