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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $95.85万 | 0.24% | 6,172 | -6,350 | -50.7% | -$98.61万 | 减仓 |
| BG | BUNGE GLOBAL SA | $94.38万 | 0.24% | 7,420 | 7,420 | — | $94.38万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $93.65万 | 0.24% | 16,097 | -1,010 | -5.9% | -$5.88万 | 减仓 |
| OMC | OMNICOM GROUP INC | $93.03万 | 0.23% | 12,353 | -4,735 | -27.7% | -$35.66万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $91.54万 | 0.23% | 35,044 | 32,830 | 1,482.8% | $85.75万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $91.18万 | 0.23% | 20,413 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $91.15万 | 0.23% | 3,212 | -1,588 | -33.1% | -$45.06万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $89.82万 | 0.23% | 34,153 | -1,156 | -3.3% | -$3.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $89.04万 | 0.22% | 4,304 | -8,535 | -66.5% | -$176.58万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $88.34万 | 0.22% | 7,969 | 223 | 2.9% | $2.47万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $88.34万 | 0.22% | 56,444 | 4,321 | 8.3% | $6.76万 | 加仓 |
| TFC | TRUIST FINL CORP | $87.96万 | 0.22% | 19,134 | 2,152 | 12.7% | $9.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.06万 | 0.22% | 2,714 | 100 | 3.8% | $3.21万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $86.99万 | 0.22% | 43,669 | 1,255 | 3.0% | $2.50万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $85.95万 | 0.22% | 23,631 | 8,327 | 54.4% | $30.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.88万 | 0.22% | 862 | -248 | -22.3% | -$24.71万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $84.95万 | 0.21% | 9,070 | -195 | -2.1% | -$1.83万 | 减仓 |
| WMT | WALMART INC | $84.70万 | 0.21% | 6,815 | 5,044 | 284.8% | $62.69万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $84.52万 | 0.21% | 6,448 | -642 | -9.1% | -$8.41万 | 减仓 |
| ADBE | ADOBE INC | $83.47万 | 0.21% | 3,434 | -2,036 | -37.2% | -$49.49万 | 减仓 |
| IVW | ISHARES TR | $82.84万 | 0.21% | 7,324 | -466 | -6.0% | -$5.27万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $82.69万 | 0.21% | 17,799 | -669 | -3.6% | -$3.11万 | 减仓 |
| WFC | WELLS FARGO & CO | $81.83万 | 0.21% | 10,279 | 7,937 | 338.9% | $63.19万 | 加仓 |
| MO | ALTRIA GROUP INC | $80.42万 | 0.20% | 12,186 | 860 | 7.6% | $5.68万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $78.89万 | 0.20% | 20,009 | -470 | -2.3% | -$1.85万 | 减仓 |
| — | HONEYWELL INTL INC | $78.32万 | 0.20% | 3,465 | -66 | -1.9% | -$1.49万 | 减仓 |
| CMS | CMS ENERGY CORP | $76.81万 | 0.19% | 9,901 | -1,858 | -15.8% | -$14.41万 | 减仓 |
| FE | FIRSTENERGY CORP | $76.49万 | 0.19% | 15,098 | 99 | 0.7% | $5,015 | 加仓 |
| CRM | SALESFORCE INC | $76.32万 | 0.19% | 4,088 | -49 | -1.2% | -$9,148 | 减仓 |
| EXC | EXELON CORP | $74.41万 | 0.19% | 15,180 | -4,320 | -22.2% | -$21.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $73.78万 | 0.19% | 2,184 | 2,150 | 6,323.5% | $72.64万 | 加仓 |
| PAYX | PAYCHEX INC | $73.51万 | 0.18% | 7,979 | 1,989 | 33.2% | $18.32万 | 加仓 |
| EIX | EDISON INTL | $73.06万 | 0.18% | 9,984 | -4,105 | -29.1% | -$30.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $71.88万 | 0.18% | 10,008 | 9,845 | 6,039.9% | $70.71万 | 加仓 |
| ORCL | ORACLE CORP | $71.85万 | 0.18% | 4,884 | 4,570 | 1,455.4% | $67.23万 | 加仓 |
| ES | EVERSOURCE ENERGY | $71.30万 | 0.18% | 10,292 | 10,292 | — | $71.30万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.18万 | 0.18% | 2,630 | -1,216 | -31.6% | -$32.91万 | 减仓 |
| LLY | ELI LILLY & CO | $70.40万 | 0.18% | 765 | -559 | -42.2% | -$51.45万 | 减仓 |
| OKE | ONEOK INC NEW | $70.14万 | 0.18% | 7,759 | -3,972 | -33.9% | -$35.90万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $69.02万 | 0.17% | 7,659 | -1,441 | -15.8% | -$12.98万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $68.79万 | 0.17% | 5,942 | -60 | -1.0% | -$6,946 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $67.33万 | 0.17% | 18,859 | -8,355 | -30.7% | -$29.83万 | 减仓 |
| OGE | OGE ENERGY CORP | $66.73万 | 0.17% | 13,913 | -1,641 | -10.6% | -$7.87万 | 减仓 |
| PPL | PPL CORP | $65.50万 | 0.16% | 17,148 | -2,632 | -13.3% | -$10.05万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $65.39万 | 0.16% | 36,716 | -4,791 | -11.5% | -$8.53万 | 减仓 |
| GPC | GENUINE PARTS CO | $64.94万 | 0.16% | 6,141 | 5,367 | 693.4% | $56.75万 | 加仓 |
| EG | EVEREST GROUP LTD | $64.30万 | 0.16% | 1,967 | 249 | 14.5% | $8.14万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $64.11万 | 0.16% | 2,209 | -1,542 | -41.1% | -$44.75万 | 减仓 |
| DIS | DISNEY WALT CO | $63.78万 | 0.16% | 6,617 | -789 | -10.7% | -$7.60万 | 减仓 |
| DTE | DTE ENERGY CO | $63.06万 | 0.16% | 4,313 | -832 | -16.2% | -$12.17万 | 减仓 |
| GGG | GRACO INC | $62.99万 | 0.16% | 7,441 | -177 | -2.3% | -$1.50万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $62.38万 | 0.16% | 6,192 | 6,192 | — | $62.38万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $61.61万 | 0.16% | 4,636 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $61.59万 | 0.16% | 6,119 | -3,080 | -33.5% | -$31.00万 | 减仓 |
| SPGI | S&P GLOBAL INC | $60.14万 | 0.15% | 1,414 | 106 | 8.1% | $4.51万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $59.91万 | 0.15% | 14,423 | -3,932 | -21.4% | -$16.33万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $59.75万 | 0.15% | 3,462 | 424 | 14.0% | $7.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.44万 | 0.15% | 1,209 | 102 | 9.2% | $5.01万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $59.32万 | 0.15% | 3,254 | -916 | -22.0% | -$16.70万 | 减仓 |
| BBY | BEST BUY INC | $58.87万 | 0.15% | 9,169 | 8,940 | 3,903.9% | $57.39万 | 加仓 |
| MTUM | ISHARES TR | $58.31万 | 0.15% | 2,430 | -28 | -1.1% | -$6,719 | 减仓 |
| NOW | SERVICENOW INC | $58.24万 | 0.15% | 5,571 | 1,432 | 34.6% | $14.97万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $57.75万 | 0.15% | 15,154 | 15,154 | — | $57.75万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $57.38万 | 0.14% | 7,088 | -4,208 | -37.3% | -$34.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $57.20万 | 0.14% | 20,036 | 20,036 | — | $57.20万 | 新建仓 |
| TLT | ISHARES TR | $54.81万 | 0.14% | 6,323 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $54.69万 | 0.14% | 5,881 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $54.62万 | 0.14% | 3,377 | 44 | 1.3% | $7,116 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $53.65万 | 0.14% | 5,453 | 757 | 16.1% | $7.45万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $53.63万 | 0.13% | 18,681 | 18,054 | 2,879.4% | $51.83万 | 加仓 |
| IVE | ISHARES TR | $53.50万 | 0.13% | 2,534 | -92 | -3.5% | -$1.94万 | 减仓 |
| BAC | BANK AMERICA CORP | $53.22万 | 0.13% | 10,916 | -5,635 | -34.0% | -$27.47万 | 减仓 |
| LOW | LOWES COS INC | $52.62万 | 0.13% | 2,227 | 34 | 1.6% | $8,034 | 加仓 |
| — | ELEVATION SERIES TRUST | $52.33万 | 0.13% | 12,731 | 12,731 | — | $52.33万 | 新建仓 |
| WU | WESTERN UN CO | $52.31万 | 0.13% | 59,924 | 8,295 | 16.1% | $7.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $51.73万 | 0.13% | 5,570 | 5,083 | 1,043.7% | $47.21万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $51.65万 | 0.13% | 20,145 | 20,145 | — | $51.65万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $51.41万 | 0.13% | 11,636 | 11,636 | — | $51.41万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $51.38万 | 0.13% | 4,185 | 4,185 | — | $51.38万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $50.85万 | 0.13% | 12,883 | 12,883 | — | $50.85万 | 新建仓 |
| NEM | NEWMONT CORP | $50.48万 | 0.13% | 4,663 | -6,721 | -59.0% | -$72.76万 | 减仓 |
| LEN | LENNAR CORP | $49.65万 | 0.12% | 5,717 | 5,708 | 63,422.2% | $49.57万 | 加仓 |
| AFL | AFLAC INC | $49.59万 | 0.12% | 4,520 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $48.04万 | 0.12% | 2,532 | 2,530 | 126,500.0% | $48.00万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.94万 | 0.12% | 3,277 | 3,070 | 1,483.1% | $44.91万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $47.27万 | 0.12% | 8,828 | 8,828 | — | $47.27万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.25万 | 0.12% | 1,025 | -50 | -4.7% | -$2.30万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $47.13万 | 0.12% | 29,978 | 29,978 | — | $47.13万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $46.05万 | 0.12% | 7,592 | 4,185 | 122.8% | $25.38万 | 加仓 |
| UNP | UNION PAC CORP | $45.86万 | 0.12% | 1,890 | -4,546 | -70.6% | -$110.32万 | 减仓 |
| HPQ | HP INC | $45.57万 | 0.11% | 23,720 | -3,662 | -13.4% | -$7.03万 | 减仓 |
| C | CITIGROUP INC | $45.53万 | 0.11% | 4,015 | 3,948 | 5,892.5% | $44.77万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $44.86万 | 0.11% | 7,322 | 223 | 3.1% | $1.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $44.49万 | 0.11% | 17,977 | -1,104 | -5.8% | -$2.73万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $43.72万 | 0.11% | 1,840 | 1,781 | 3,018.6% | $42.32万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $43.08万 | 0.11% | 2,814 | 373 | 15.3% | $5.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $42.71万 | 0.11% | 707 | -88 | -11.1% | -$5.32万 | 减仓 |
| EFG | ISHARES TR | $42.12万 | 0.11% | 3,782 | -270 | -6.7% | -$3.01万 | 减仓 |
| EMXC | ISHARES INC | $41.68万 | 0.10% | 5,298 | -521 | -9.0% | -$4.10万 | 减仓 |
| TOL | TOLL BROTHERS INC | $39.68万 | 0.10% | 2,908 | -688 | -19.1% | -$9.39万 | 减仓 |