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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 85 项
建仓 27
增持 20
减持 16
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
MFUL
COLLABORATIVE INVESTMNT SER
-$19.7M
0
-100%
建仓
QUAL
ISHARES TR
+$12.1M
61,058
增持
ANGL
VANECK ETF TRUST
+$9.8M
368,570
+973%
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。
清仓
IVW
ISHARES TR
-$9.6M
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$9.2M
14,562
-84%
减持
OEF
ISHARES TR
-$9.2M
2,162
-93%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.3M
199,830
+468%
清仓
KRMA
GLOBAL X FDS
-$8.3M
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$8.1M
0
-100%
清仓
IMCG
ISHARES TR
-$7.7M
0
-100%
建仓
TFLO
ISHARES TR
+$6.6M
130,057
增持
MOAT
VANECK ETF TRUST
+$6.4M
76,162
+404%
清仓
TIPX
SPDR SERIES TRUST
-$6.2M
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$6.1M
86,602
+1331%
建仓
IVV
ISHARES TR
+$5.7M
8,391
减持
USMV
ISHARES TR
-$5.7M
20,388
-74%
清仓
ICVT
ISHARES TR
-$5.6M
0
-100%
减持
IWY
ISHARES TR
-$5.6M
31,055
-40%
减持
MGK
VANGUARD WORLD FD
-$5.6M
13,049
-52%
减持
IUSG
ISHARES TR
-$5.5M
25,669
-57%
清仓
INKM
SSGA ACTIVE ETF TR
-$5.5M
0
-100%
建仓
FLQL
FRANKLIN TEMPLETON ETF TR
+$5.5M
78,661
增持
QQQ
INVESCO QQQ TR
+$5.1M
21,478
+59%
增持
VTIP
VANGUARD MALVERN FDS
+$5.1M
127,369
+437%
增持
BIL
SPDR SERIES TRUST
+$5.0M
148,736
+59%
建仓
NULG
NUSHARES ETF TR
+$5.0M
51,023
清仓
IYLD
ISHARES TR
-$4.7M
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$4.5M
14,289
减持
SUSA
ISHARES TR
-$4.5M
16,746
-67%
减持
HYZD
WISDOMTREE TR
-$4.2M
46,795
-80%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$4.0M
18,253
建仓
SCHG
SCHWAB STRATEGIC TR
+$4.0M
122,387
建仓
MTUM
ISHARES TR
+$4.0M
15,822
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.4M
62,520
+89%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
11,896
+73%
增持
MGC
VANGUARD WORLD FD
+$3.1M
22,375
+120%
清仓
AOA
ISHARES TR
-$3.0M
0
-100%
清仓
IYY
ISHARES TR
-$2.9M
0
-100%
减持
DGRW
WISDOMTREE TR
-$2.9M
15,426
-68%
建仓
AOR
ISHARES TR
+$2.9M
44,547
建仓
IGHG
PROSHARES TR
+$2.8M
36,141
建仓
MDIV
FIRST TR EXCHANGE TRADED FD
+$2.7M
174,590
清仓
ITOT
ISHARES TR
-$2.7M
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.6M
29,671
+163%
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$2.5M
0
-100%
清仓
PSK
SPDR SERIES TRUST
-$2.5M
0
-100%
增持
FDMO
FIDELITY COVINGTON TRUST
+$2.5M
52,354
+125%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.2M
161,707
+26%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$2.1M
113,362
+81%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$2.0M
19,707
+401%
建仓
EFAV
ISHARES TR
+$1.9M
22,021
建仓
BKLC
BNY MELLON ETF TRUST
+$1.9M
14,312
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.8M
42,786
+308%
建仓
LGLV
SPDR SERIES TRUST
+$1.8M
10,402
减持
USMC
PRINCIPAL EXCHANGE TRADED FD
-$1.8M
101,514
-21%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$1.6M
0
-100%
建仓
MINT
PIMCO ETF TR
+$1.3M
12,843
建仓
GBIL
GOLDMAN SACHS ETF TR
+$1.3M
12,698
减持
CWB
SPDR SERIES TRUST
-$1.2M
54,994
-18%
增持
LRGF
ISHARES TR
+$1.1M
19,110
+482%
建仓
LVHI
LEGG MASON ETF INVT
+$1.1M
28,684
建仓
SPYG
SPDR SERIES TRUST
+$784.5K
7,352
建仓
DYNF
BLACKROCK ETF TRUST
+$739.6K
12,162
建仓
XNTK
SPDR SERIES TRUST
+$722.2K
2,599
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$695.1K
7,178
增持
AOK
ISHARES TR
+$646.0K
26,059
+162%
减持
TMFC
RBB FD INC
-$595.5K
38,221
-19%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$516.9K
0
-100%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$491.4K
7,778
清仓
VGT
VANGUARD WORLD FD
-$412.1K
0
-100%
清仓
IWL
ISHARES TR
-$405.8K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$402.4K
0
-100%
建仓
RLY
SSGA ACTIVE ETF TR
+$401.4K
12,763
清仓
FDG
AMERICAN CENTY ETF TR
-$401.1K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$362.8K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$360.9K
3,025
减持
FLTB
FIDELITY MERRIMACK STR TR
-$358.6K
25,659
-22%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$350.8K
26,213
-21%
增持
FBCG
FIDELITY COVINGTON TRUST
+$324.1K
13,221
+77%
建仓
NVDA
NVIDIA CORPORATION
+$288.0K
1,544
清仓
BIV
VANGUARD BD INDEX FDS
-$226.9K
0
-100%
建仓
AAPL
APPLE INC
+$202.0K
743
增持
QUS
SPDR SERIES TRUST
+$158.2K
22,608
+2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$101.5K
22,557
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$88.5K
49,833
-7%
