Elevated Capital Advisors, LLC
SANDY UT · SEC CIK 0001802387
$3.97亿2026Q1 申报市值
843持仓数
24.2%前十大占比 · 第一大 3.0%
60 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FOXY 新建仓+$713.25万
AIM ETF PRODUCTS 加仓+$653.42万
OCTW 新建仓+$464.83万
AIM ETF PRODUCTS 加仓+$361.87万
AIM ETF PRODUCTS 新建仓+$294.42万
2026Q1 卖出最多 按季末市值估算
SIMPLIFY EXCHANG 减仓-$862.24万
SIXD 减仓-$408.47万
AIM ETF PRODUCTS 减仓-$382.38万
JUNW 减仓-$281.96万
SPYM 减仓-$263.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $105.05万 | 0.26% | 20,198 | -1,346 | -6.2% | -$7.00万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $106.46万 | 0.27% | 17,752 | 969 | 5.8% | $5.81万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $107.06万 | 0.27% | 36,880 | -6,924 | -15.8% | -$20.10万 | 减仓 |
| — | ELEVATION SERIES TRUST | $107.70万 | 0.27% | 27,738 | -1,621 | -5.5% | -$6.29万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $108.38万 | 0.27% | 13,454 | -8,779 | -39.5% | -$70.72万 | 减仓 |
| D | DOMINION ENERGY INC | $109.40万 | 0.28% | 17,696 | 1,590 | 9.9% | $9.83万 | 加仓 |
| SKOR | FLEXSHARES TR | $110.65万 | 0.28% | 22,759 | 7,683 | 51.0% | $37.35万 | 加仓 |
| HD | HOME DEPOT INC | $110.80万 | 0.28% | 3,369 | -1,911 | -36.2% | -$62.85万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $113.04万 | 0.28% | 69,906 | 371 | 0.5% | $5,999 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $114.67万 | 0.29% | 15,775 | 15,767 | 197,087.5% | $114.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $117.73万 | 0.30% | 5,937 | 2,972 | 100.2% | $58.93万 | 加仓 |
| — | ELEVATION SERIES TRUST | $119.08万 | 0.30% | 32,392 | 19,999 | 161.4% | $73.52万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $120.19万 | 0.30% | 17,603 | -556 | -3.1% | -$3.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $120.47万 | 0.30% | 8,341 | -4,924 | -37.1% | -$71.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.75万 | 0.31% | 24,253 | -12,626 | -34.2% | -$63.38万 | 减仓 |
| BILZ | PIMCO ETF TR | $125.58万 | 0.32% | 12,437 | -25,079 | -66.8% | -$253.22万 | 减仓 |
| PFE | PFIZER INC | $127.06万 | 0.32% | 45,251 | 20,858 | 85.5% | $58.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $127.37万 | 0.32% | 3,251 | -4,440 | -57.7% | -$173.96万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $129.82万 | 0.33% | 40,656 | -5,397 | -11.7% | -$17.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $130.64万 | 0.33% | 4,441 | -2,847 | -39.1% | -$83.75万 | 减仓 |
| VLO | VALERO ENERGY CORP | $131.50万 | 0.33% | 5,322 | 440 | 9.0% | $10.87万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $134.62万 | 0.34% | 5,554 | 1,012 | 22.3% | $24.53万 | 加仓 |
| ABBV | ABBVIE INC | $137.78万 | 0.35% | 6,335 | -3,139 | -33.1% | -$68.27万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $139.40万 | 0.35% | 16,371 | -2,674 | -14.0% | -$22.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.60万 | 0.35% | 2,934 | -560 | -16.0% | -$26.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $148.79万 | 0.37% | 6,087 | -1,676 | -21.6% | -$40.97万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $151.83万 | 0.38% | 25,704 | -2,216 | -7.9% | -$13.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $153.14万 | 0.39% | 7,528 | -2,679 | -26.2% | -$54.50万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $156.12万 | 0.39% | 22,188 | 19,535 | 736.3% | $137.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $158.31万 | 0.40% | 9,575 | -1,671 | -14.9% | -$27.63万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $159.56万 | 0.40% | 27,682 | -4,718 | -14.6% | -$27.19万 | 减仓 |
| INTU | INTUIT | $159.62万 | 0.40% | 3,692 | 2,789 | 308.9% | $120.58万 | 加仓 |
| IVV | ISHARES TR | $166.83万 | 0.42% | 2,554 | -2,353 | -48.0% | -$153.70万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $167.82万 | 0.42% | 17,489 | -6,673 | -27.6% | -$64.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $171.59万 | 0.43% | 3,434 | -102 | -2.9% | -$5.10万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $172.62万 | 0.43% | 18,510 | -1,423 | -7.1% | -$13.27万 | 减仓 |
| AMAT | APPLIED MATLS INC | $172.87万 | 0.44% | 5,058 | 370 | 7.9% | $12.65万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $176.79万 | 0.44% | 114,130 | -390 | -0.3% | -$6,041 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $179.72万 | 0.45% | 19,938 | 13,161 | 194.2% | $118.63万 | 加仓 |
| TSLA | TESLA INC | $180.68万 | 0.45% | 4,860 | -671 | -12.1% | -$24.95万 | 减仓 |
| META | META PLATFORMS INC | $181.35万 | 0.46% | 3,170 | 718 | 29.3% | $41.08万 | 加仓 |
| GOOG | ALPHABET INC | $183.82万 | 0.46% | 6,408 | -2,991 | -31.8% | -$85.80万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $184.04万 | 0.46% | 21,272 | -7,551 | -26.2% | -$65.33万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $187.20万 | 0.47% | 42,876 | -2,882 | -6.3% | -$12.58万 | 减仓 |
| MCD | MCDONALDS CORP | $198.93万 | 0.50% | 6,401 | -593 | -8.5% | -$18.43万 | 减仓 |
| QUAL | ISHARES TR | $200.76万 | 0.51% | 10,466 | -520 | -4.7% | -$9.97万 | 减仓 |
| V | VISA INC | $213.10万 | 0.54% | 7,051 | 273 | 4.0% | $8.25万 | 加仓 |
| — | ELEVATION SERIES TRUST | $213.26万 | 0.54% | 52,513 | 52,513 | — | $213.26万 | 新建仓 |
| ONEZ | ELEVATION SERIES TRUST | $217.89万 | 0.55% | 87,029 | 87,029 | — | $217.89万 | 新建仓 |
| AVGO | BROADCOM INC | $232.10万 | 0.58% | 7,499 | 3,294 | 78.3% | $101.95万 | 加仓 |
| GOOGL | ALPHABET INC | $240.16万 | 0.60% | 8,352 | -3,798 | -31.3% | -$109.21万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $242.96万 | 0.61% | 93,843 | 2,123 | 2.3% | $5.50万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $246.75万 | 0.62% | 50,656 | 1,751 | 3.6% | $8.53万 | 加仓 |
| VB | VANGUARD INDEX FDS | $253.15万 | 0.64% | 9,665 | 251 | 2.7% | $6.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $253.96万 | 0.64% | 4,400 | -8 | -0.2% | -$4,618 | 减仓 |
| BOND | PIMCO ETF TR | $257.74万 | 0.65% | 27,930 | -12,843 | -31.5% | -$118.52万 | 减仓 |
| — | ELEVATION SERIES TRUST | $268.94万 | 0.68% | 111,442 | 72,299 | 184.7% | $174.48万 | 加仓 |
| — | EXXON MOBIL CORP | $275.68万 | 0.69% | 16,249 | -3,760 | -18.8% | -$63.79万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $294.42万 | 0.74% | 110,769 | 110,769 | — | $294.42万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $296.29万 | 0.75% | 63,001 | -872 | -1.4% | -$4.10万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $296.65万 | 0.75% | 43,130 | 868 | 2.1% | $5.97万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $310.30万 | 0.78% | 40,205 | 597 | 1.5% | $4.61万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $318.28万 | 0.80% | 67,791 | 789 | 1.2% | $3.70万 | 加仓 |
| PYLD | PIMCO ETF TR | $326.84万 | 0.82% | 124,748 | -55,157 | -30.7% | -$144.51万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $343.93万 | 0.87% | 70,391 | -29,255 | -29.4% | -$142.94万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $349.84万 | 0.88% | 165,802 | 53,876 | 48.1% | $113.68万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $372.02万 | 0.94% | 95,852 | 43,167 | 81.9% | $167.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $387.69万 | 0.98% | 71,728 | 1,743 | 2.5% | $9.42万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $431.28万 | 1.09% | 136,529 | 114,556 | 521.3% | $361.87万 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $436.82万 | 1.10% | 455,494 | 48,214 | 11.8% | $46.24万 | 加仓 |
| AMZN | AMAZON COM INC | $439.81万 | 1.11% | 21,118 | 2,079 | 10.9% | $43.30万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $464.83万 | 1.17% | 120,829 | 120,829 | — | $464.83万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $467.32万 | 1.18% | 304,641 | -108,948 | -26.3% | -$167.13万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $475.70万 | 1.20% | 399,746 | 37,135 | 10.2% | $44.19万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $481.57万 | 1.21% | 94,796 | -3,238 | -3.3% | -$16.45万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $617.08万 | 1.55% | 78,699 | 1,393 | 1.8% | $10.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $632.58万 | 1.59% | 36,272 | 8,644 | 31.3% | $150.75万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $650.33万 | 1.64% | 135,344 | 3,181 | 2.4% | $15.28万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $698.23万 | 1.76% | 367,491 | 13,577 | 3.8% | $25.80万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $706.64万 | 1.78% | 287,955 | 102,471 | 55.2% | $251.46万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $709.44万 | 1.79% | 210,017 | 193,433 | 1,166.4% | $653.42万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $713.25万 | 1.80% | 243,929 | 243,929 | — | $713.25万 | 新建仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $715.36万 | 1.80% | 351,530 | 118,054 | 50.6% | $240.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $754.97万 | 1.90% | 20,395 | 586 | 3.0% | $21.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $921.11万 | 2.32% | 46,948 | 1,053 | 2.3% | $20.66万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $961.35万 | 2.42% | 125,601 | -34,383 | -21.5% | -$263.17万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,011.89万 | 2.55% | 334,840 | 2,719 | 0.8% | $8.22万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $1,037.55万 | 2.61% | 441,417 | -7,508 | -1.7% | -$17.65万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,126.98万 | 2.84% | 25,801 | 685 | 2.7% | $29.92万 | 加仓 |
| AAPL | APPLE INC | $1,167.38万 | 2.94% | 45,998 | -4,274 | -8.5% | -$108.47万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,186.68万 | 2.99% | 185,188 | 1,844 | 1.0% | $11.82万 | 加仓 |