Elevated Capital Advisors, LLC
SANDY UT · SEC CIK 0001802387
$3.64亿2026Q2 申报市值
849持仓数
28.0%前十大占比 · 第一大 3.7%
28 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MAYW 新建仓+$360.82万
SIXD 加仓+$315.10万
JUNW 加仓+$211.57万
MAYT 新建仓+$167.15万
ONEZ 加仓+$154.57万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$381.11万
AIM ETF PRODUCTS 减仓-$353.57万
EXXON MOBIL CORP 清仓-$275.68万
MSFT 减仓-$267.98万
OCTW 减仓-$244.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1,343.07万 | 3.69% | 155,917 | 1,111 | 0.7% | $9.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,325.15万 | 3.64% | 185,986 | 798 | 0.4% | $5.69万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $1,165.32万 | 3.20% | 497,573 | 56,156 | 12.7% | $131.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,053.48万 | 2.90% | 48,340 | 1,392 | 3.0% | $30.34万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $984.22万 | 2.71% | 111,996 | -13,605 | -10.8% | -$119.56万 | 减仓 |
| AAPL | APPLE INC | $949.88万 | 2.61% | 32,827 | -13,171 | -28.6% | -$381.11万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $936.38万 | 2.58% | 360,978 | 26,138 | 7.8% | $67.80万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $821.32万 | 2.26% | 320,829 | 32,874 | 11.4% | $84.16万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $814.52万 | 2.24% | 273,420 | 29,491 | 12.1% | $87.85万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $802.38万 | 2.21% | 397,811 | 46,281 | 13.2% | $93.35万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $719.40万 | 1.98% | 372,937 | 5,446 | 1.5% | $10.51万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $699.49万 | 1.92% | 144,433 | 9,089 | 6.7% | $44.02万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $658.79万 | 1.81% | 84,558 | 5,859 | 7.4% | $45.65万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $555.33万 | 1.53% | 346,217 | 41,576 | 13.6% | $66.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $510.71万 | 1.40% | 25,524 | -10,748 | -29.6% | -$215.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $492.80万 | 1.36% | 13,211 | -7,184 | -35.2% | -$267.98万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $491.55万 | 1.35% | 411,339 | 11,593 | 2.9% | $13.85万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $460.68万 | 1.27% | 94,673 | -123 | -0.1% | -$5,985 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $449.06万 | 1.23% | 75,231 | 3,503 | 4.9% | $20.91万 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $448.76万 | 1.23% | 462,634 | 7,140 | 1.6% | $6.93万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $399.76万 | 1.10% | 111,448 | -98,569 | -46.9% | -$353.57万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $394.68万 | 1.09% | 143,052 | 56,023 | 64.4% | $154.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $381.53万 | 1.05% | 5,181 | 781 | 17.8% | $57.51万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $360.82万 | 0.99% | 103,773 | 103,773 | — | $360.82万 | 新建仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $333.54万 | 0.92% | 163,300 | -2,502 | -1.5% | -$5.11万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $330.53万 | 0.91% | 67,641 | -2,750 | -3.9% | -$13.44万 | 减仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $325.64万 | 0.90% | 105,606 | 102,189 | 2,990.6% | $315.10万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $325.18万 | 0.89% | 69,468 | 1,677 | 2.5% | $7.85万 | 加仓 |
| PYLD | PIMCO ETF TR | $319.10万 | 0.88% | 120,324 | -4,424 | -3.5% | -$11.73万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $316.10万 | 0.87% | 41,213 | 1,008 | 2.5% | $7.73万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $312.04万 | 0.86% | 45,268 | 2,138 | 5.0% | $14.74万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $307.06万 | 0.84% | 63,732 | 731 | 1.2% | $3.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $304.67万 | 0.84% | 10,051 | 386 | 4.0% | $11.70万 | 加仓 |
| AMZN | AMAZON COM INC | $295.15万 | 0.81% | 12,384 | -8,734 | -41.4% | -$208.16万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $275.16万 | 0.76% | 102,237 | 8,394 | 8.9% | $22.59万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $262.24万 | 0.72% | 51,928 | 1,272 | 2.5% | $6.42万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $250.28万 | 0.69% | 61,179 | -59,650 | -49.4% | -$244.03万 | 减仓 |
| BOND | PIMCO ETF TR | $249.20万 | 0.69% | 27,025 | -905 | -3.2% | -$8.35万 | 减仓 |
| QUAL | ISHARES TR | $248.01万 | 0.68% | 11,302 | 836 | 8.0% | $18.34万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $233.54万 | 0.64% | 69,936 | -66,593 | -48.8% | -$222.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $231.09万 | 0.64% | 3,978 | -3,550 | -47.2% | -$206.22万 | 减仓 |
| — | ELEVATION SERIES TRUST | $222.98万 | 0.61% | 49,069 | -3,444 | -6.6% | -$15.65万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $219.72万 | 0.60% | 63,891 | 61,521 | 2,595.8% | $211.57万 | 加仓 |
| BILZ | PIMCO ETF TR | $207.55万 | 0.57% | 20,564 | 8,127 | 65.3% | $82.02万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $198.63万 | 0.55% | 48,661 | -47,191 | -49.2% | -$192.63万 | 减仓 |
| GOOGL | ALPHABET INC | $194.92万 | 0.54% | 5,454 | -2,898 | -34.7% | -$103.57万 | 减仓 |
| AMAT | APPLIED MATLS INC | $189.09万 | 0.52% | 2,615 | -2,443 | -48.3% | -$176.65万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $188.92万 | 0.52% | 116,044 | 1,914 | 1.7% | $3.12万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $185.33万 | 0.51% | 42,604 | -272 | -0.6% | -$1.18万 | 减仓 |
| V | VISA INC | $176.10万 | 0.48% | 5,133 | -1,918 | -27.2% | -$65.80万 | 减仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $167.15万 | 0.46% | 42,862 | 42,862 | — | $167.15万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $166.92万 | 0.46% | 57,107 | -53,662 | -48.4% | -$156.85万 | 减仓 |
| AVGO | BROADCOM INC | $165.53万 | 0.46% | 4,382 | -3,117 | -41.6% | -$117.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $150.77万 | 0.41% | 4,074 | 1,360 | 50.1% | $50.33万 | 加仓 |
| TSLA | TESLA INC | $147.98万 | 0.41% | 3,518 | -1,342 | -27.6% | -$56.45万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $140.49万 | 0.39% | 17,332 | -271 | -1.5% | -$2.20万 | 减仓 |
| — | ELEVATION SERIES TRUST | $140.14万 | 0.39% | 58,882 | -52,560 | -47.2% | -$125.09万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $137.85万 | 0.38% | 1,428 | -1,823 | -56.1% | -$175.98万 | 减仓 |
| — | ELEVATION SERIES TRUST | $136.24万 | 0.37% | 54,234 | 6,572 | 13.8% | $16.51万 | 加仓 |
| GOOG | ALPHABET INC | $131.66万 | 0.36% | 3,726 | -2,682 | -41.9% | -$94.77万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $130.26万 | 0.36% | 40,718 | 62 | 0.2% | $1,983 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $129.53万 | 0.36% | 19,046 | 2,949 | 18.3% | $20.06万 | 加仓 |
| META | META PLATFORMS INC | $125.63万 | 0.35% | 2,230 | -940 | -29.7% | -$52.96万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $121.96万 | 0.34% | 12,244 | -9,028 | -42.4% | -$89.93万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $121.52万 | 0.33% | 10,841 | -6,648 | -38.0% | -$74.52万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $120.27万 | 0.33% | 11,695 | -6,815 | -36.8% | -$70.08万 | 减仓 |
| IVW | ISHARES TR | $118.41万 | 0.33% | 8,610 | 1,286 | 17.6% | $17.69万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $117.80万 | 0.32% | 2,294 | -1,140 | -33.2% | -$58.54万 | 减仓 |
| IVV | ISHARES TR | $117.54万 | 0.32% | 1,570 | -984 | -38.5% | -$73.67万 | 减仓 |
| MCD | MCDONALDS CORP | $117.41万 | 0.32% | 4,343 | -2,058 | -32.2% | -$55.64万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $117.32万 | 0.32% | 70,994 | 1,088 | 1.6% | $1.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $108.27万 | 0.30% | 4,263 | -1,824 | -30.0% | -$46.33万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $107.96万 | 0.30% | 9,496 | -10,442 | -52.4% | -$118.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.29万 | 0.30% | 2,144 | -790 | -26.9% | -$39.53万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $105.29万 | 0.29% | 20,413 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $104.99万 | 0.29% | 13,590 | -8,598 | -38.8% | -$66.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $104.01万 | 0.29% | 5,749 | -3,826 | -40.0% | -$69.22万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $102.10万 | 0.28% | 17,477 | -8,227 | -32.0% | -$48.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $101.70万 | 0.28% | 881 | -1,303 | -59.7% | -$150.42万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $101.09万 | 0.28% | 8,800 | -270 | -3.0% | -$3.10万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $100.34万 | 0.28% | 38,255 | 4,102 | 12.0% | $10.76万 | 加仓 |
| ABBV | ABBVIE INC | $99.27万 | 0.27% | 3,945 | -2,390 | -37.7% | -$60.14万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $97.41万 | 0.27% | 44,095 | 426 | 1.0% | $9,410 | 加仓 |
| MDYV | SPDR SERIES TRUST | $95.25万 | 0.26% | 10,042 | -6,329 | -38.7% | -$60.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $94.15万 | 0.26% | 6,420 | -1,921 | -23.0% | -$28.17万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $91.52万 | 0.25% | 22,064 | -1,567 | -6.6% | -$6.50万 | 减仓 |
| CSCO | CISCO SYS INC | $90.49万 | 0.25% | 7,704 | -5,416 | -41.3% | -$63.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $88.59万 | 0.24% | 2,706 | -1,735 | -39.1% | -$56.80万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $88.33万 | 0.24% | 4,636 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $88.26万 | 0.24% | 15,084 | -12,598 | -45.5% | -$73.71万 | 减仓 |
| MTUM | ISHARES TR | $86.80万 | 0.24% | 2,532 | 102 | 4.2% | $3.50万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $86.46万 | 0.24% | 20,042 | 33 | 0.2% | $1,424 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.36万 | 0.24% | 3,071 | -2,483 | -44.7% | -$69.82万 | 减仓 |
| HD | HOME DEPOT INC | $84.29万 | 0.23% | 2,390 | -979 | -29.1% | -$34.53万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $82.75万 | 0.23% | 7,724 | -245 | -3.1% | -$2.62万 | 减仓 |
| INTU | INTUIT | $77.22万 | 0.21% | 2,959 | -733 | -19.9% | -$19.13万 | 减仓 |
| GE | GE AEROSPACE | $73.53万 | 0.20% | 1,968 | -1,244 | -38.7% | -$46.48万 | 减仓 |
| IVE | ISHARES TR | $70.76万 | 0.19% | 3,116 | 582 | 23.0% | $13.22万 | 加仓 |
| — | ELEVATION SERIES TRUST | $70.51万 | 0.19% | 17,216 | -15,176 | -46.9% | -$62.16万 | 减仓 |
| AMGN | AMGEN INC | $67.54万 | 0.19% | 1,865 | -1,095 | -37.0% | -$39.65万 | 减仓 |