13F 机构持仓

Elevated Capital Advisors, LLC

SANDY UT · SEC CIK 0001802387

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.64亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 3.7%
VEA 3.6%
BUCK 3.2%
VTV 2.9%
SPYM 2.7%
AAPL 2.6%
CTA 2.6%
SBAR 2.3%
FOXY 2.2%
AGGH 2.2%

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
FDD FIRST TR EXCHANGE-TRADED FD $67.00万0.18%36,117 -599-1.6% -$1.11万 减仓
UNH UNITEDHEALTH GROUP INC $66.26万0.18%1,594 -1,036-39.4% -$43.07万 减仓
VLO VALERO ENERGY CORP $62.94万0.17%2,417 -2,905-54.6% -$75.64万 减仓
WFC WELLS FARGO & CO $62.74万0.17%7,592 -2,687-26.1% -$22.21万 减仓
— ELEVATION SERIES TRUST $62.55万0.17%14,467 -13,271-47.8% -$57.38万 减仓
WMT WALMART INC $61.36万0.17%5,418 -1,397-20.5% -$15.82万 减仓
SGOV ISHARES TR $60.71万0.17%6,030 -89-1.5% -$8,960 减仓
XLI SELECT SECTOR SPDR TR $60.16万0.17%3,248 -129-3.8% -$2.39万 减仓
EMXC ISHARES INC $58.22万0.16%5,691 3937.4% $4.02万 加仓
CFG CITIZENS FINL GROUP INC $58.07万0.16%8,287 -9,465-53.3% -$66.32万 减仓
F FORD MTR CO $56.78万0.16%40,845 -46,596-53.3% -$64.77万 减仓
USB US BANCORP $56.46万0.16%9,347 -10,851-53.7% -$65.54万 减仓
SCHF SCHWAB STRATEGIC TR $56.35万0.15%20,344 2,36713.2% $6.56万 加仓
D DOMINION ENERGY INC $55.59万0.15%8,140 -9,556-54.0% -$65.26万 减仓
ACN ACCENTURE PLC IRELAND $55.53万0.15%4,463 -1,474-24.8% -$18.34万 减仓
QQQM INVESCO EXCH TRADED FD TR II $55.50万0.15%1,832 -8-0.4% -$2,424 减仓
— SIMPLIFY EXCHANGE TRADED FUN $54.92万0.15%12,022 -861-6.7% -$3.93万 减仓
TLT ISHARES TR $54.41万0.15%6,296 -27-0.4% -$2,333 减仓
KEY KEYCORP $54.22万0.15%23,521 -26,882-53.3% -$61.96万 减仓
EFG ISHARES TR $54.16万0.15%4,353 57115.1% $7.10万 加仓
WTS WATTS WATER TECHNOLOGIES INC $53.75万0.15%1,373 -836-37.8% -$32.73万 减仓
AFL AFLAC INC $53.00万0.15%4,520 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $52.85万0.15%6,917 -8,858-56.2% -$67.68万 减仓
CVX CHEVRON CORPORATION $52.70万0.14%3,179 -1,125-26.1% -$18.65万 减仓
FITB FIFTH THIRD BANCORP $51.47万0.14%9,131 -8,668-48.7% -$48.86万 减仓
COST COSTCO WHOLESALE CORPORATION $51.16万0.14%547 -315-36.5% -$29.46万 减仓
PFE PFIZER INC $51.01万0.14%21,185 -24,066-53.2% -$57.95万 减仓
VZ VERIZON COMMUNICATIONS INC $50.47万0.14%11,921 -12,332-50.8% -$52.21万 减仓
ADBE ADOBE INC $50.07万0.14%2,442 -992-28.9% -$20.34万 减仓
PEP PEPSICO INC $49.96万0.14%3,690 -2,482-40.2% -$33.61万 减仓
PRU PRUDENTIAL FINL INC $49.16万0.14%4,555 -5,355-54.0% -$57.79万 减仓
ORCL ORACLE CORP $47.04万0.13%3,210 -1,674-34.3% -$24.53万 减仓
RF REGIONS FINANCIAL CORP NEW $46.28万0.13%15,324 -19,720-56.3% -$59.56万 减仓
TFC TRUIST FINL CORP $45.91万0.13%9,216 -9,918-51.8% -$49.41万 减仓
LLY ELI LILLY & CO $45.76万0.13%382 -383-50.1% -$45.88万 减仓
SHEL SHELL PLC $45.60万0.13%5,881 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $45.33万0.12%25,567 -30,877-54.7% -$54.74万 减仓
PAYX PAYCHEX INC $43.98万0.12%4,473 -3,506-43.9% -$34.47万 减仓
UNP UNION PAC CORP $43.81万0.12%1,611 -279-14.8% -$7.59万 减仓
GGG GRACO INC $43.41万0.12%5,742 -1,699-22.8% -$12.85万 减仓
BAC BANK OF AMER CORP $43.31万0.12%7,601 -3,315-30.4% -$18.89万 减仓
CVS CVS HEALTH CORP $42.88万0.12%4,145 -5,863-58.6% -$60.65万 减仓
WSM WILLIAMS SONOMA INC $42.62万0.12%1,829 -1,425-43.8% -$33.21万 减仓
PB PROSPERITY BANCSHARES INC $42.36万0.12%5,801 00.0% — 不变
OMC OMNICOM GROUP INC $42.18万0.12%5,791 -6,562-53.1% -$47.79万 减仓
IYW ISHARES TR $42.03万0.12%1,666 18812.7% $4.74万 加仓
AEP AMERICAN ELEC PWR CO INC $42.03万0.12%3,072 -3,376-52.4% -$46.19万 减仓
ANET ARISTA NETWORKS INC $41.93万0.12%2,468 -1,717-41.0% -$29.17万 减仓
VIG VANGUARD SPECIALIZED FUNDS $41.34万0.11%1,747 28219.2% $6.67万 加仓
MO ALTRIA GROUP INC $41.20万0.11%5,726 -6,460-53.0% -$46.48万 减仓
AXP AMERICAN EXPRESS CO $40.59万0.11%1,200 -8-0.7% -$2,706 减仓
CRM SALESFORCE INC $40.39万0.11%2,578 -1,510-36.9% -$23.66万 减仓
IJR ISHARES TR $40.25万0.11%2,714 60.2% $890 加仓
INTC INTEL CORP $40.12万0.11%2,873 -579-16.8% -$8.09万 减仓
T AT&T INC $39.82万0.11%19,237 -16,129-45.6% -$33.39万 减仓
DIS DISNEY WALT CO $39.65万0.11%4,119 -2,498-37.8% -$24.04万 减仓
ZROZ PIMCO ETF TR $39.49万0.11%6,160 3,691149.5% $23.66万 加仓
IWP ISHARES TR $39.33万0.11%2,686 00.0% — 不变
OEF ISHARES TR $39.29万0.11%1,074 484.7% $1.76万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $38.84万0.11%3,604 -4,055-52.9% -$43.71万 减仓
LEN LENNAR CORP $38.75万0.11%4,282 -1,435-25.1% -$12.99万 减仓
EG EVEREST GROUP LTD $38.30万0.11%1,072 -895-45.5% -$31.97万 减仓
IP INTERNATIONAL PAPER CO $38.14万0.10%10,009 -8,850-46.9% -$33.72万 减仓
SPY STATE STR SPDR S&P 500 ETF T $37.64万0.10%504 -2-0.4% -$1,494 减仓
LTPZ PIMCO ETF TR $37.48万0.10%7,400 5,548299.6% $28.10万 加仓
THRO BLACKROCK ETF TRUST $37.27万0.10%8,644 1,41019.5% $6.08万 加仓
CMS CMS ENERGY CORP $37.10万0.10%4,849 -5,052-51.0% -$38.65万 减仓
NEM NEWMONT CORP $36.81万0.10%3,941 -722-15.5% -$6.74万 减仓
HON HONEYWELL INTL INC $36.56万0.10%1,633 -1,832-52.9% -$41.02万 减仓
CMCSA COMCAST CORP NEW $36.27万0.10%14,772 -3,909-20.9% -$9.60万 减仓
HONA HONEYWELL AEROSPACE INC $36.10万0.10%1,633 1,633— $36.10万 新建仓
XLE SELECT SECTOR SPDR TR $36.06万0.10%6,790 -532-7.3% -$2.83万 减仓
TMO THERMO FISHER SCIENTIFIC INC $35.87万0.10%715 -494-40.9% -$24.78万 减仓
EIX EDISON INTL $35.82万0.10%4,811 -5,173-51.8% -$38.51万 减仓
XLV SELECT SECTOR SPDR TR $35.75万0.10%2,253 -108-4.6% -$1.71万 减仓
BG BUNGE GLOBAL SA $35.63万0.10%3,339 -4,081-55.0% -$43.55万 减仓
EXC EXELON CORP $35.16万0.10%7,543 -7,637-50.3% -$35.60万 减仓
NOW SERVICENOW INC $35.01万0.10%3,526 -2,045-36.7% -$20.30万 减仓
FE FIRSTENERGY CORP $34.95万0.10%7,351 -7,747-51.3% -$36.83万 减仓
OKE ONEOK INC NEW $34.30万0.09%3,945 -3,814-49.2% -$33.16万 减仓
ES EVERSOURCE ENERGY $34.27万0.09%4,742 -5,550-53.9% -$40.11万 减仓
SKOR FLEXSHARES TR $34.19万0.09%7,044 -15,715-69.0% -$76.28万 减仓
— AIM ETF PRODUCTS TRUST $34.16万0.09%10,646 -9,390-46.9% -$30.13万 减仓
RSP INVESCO EXCHANGE TRADED FD T $34.13万0.09%1,604 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $34.05万0.09%6,467 -6,987-51.9% -$36.79万 减仓
UPS UNITED PARCEL SVCS INC $34.02万0.09%3,165 -2,288-42.0% -$24.60万 减仓
GOVT ISHARES TR $33.93万0.09%14,893 -28,059-65.3% -$63.92万 减仓
LOW LOWES COS INC $33.58万0.09%1,523 -704-31.6% -$15.52万 减仓
SPGI S&P GLOBAL INC $33.48万0.09%822 -592-41.9% -$24.11万 减仓
C CITIGROUP INC $33.08万0.09%2,363 -1,652-41.1% -$23.12万 减仓
GPC GENUINE PARTS CO $32.82万0.09%2,782 -3,359-54.7% -$39.62万 减仓
SPBO SPDR SERIES TRUST $32.75万0.09%11,279 -25,601-69.4% -$74.34万 减仓
BMY BRISTOL-MYERS SQUIBB CO $32.66万0.09%5,669 -1,923-25.3% -$11.08万 减仓
WEC WEC ENERGY GROUP INC $32.40万0.09%2,775 -3,167-53.3% -$36.98万 减仓
OGE OGE ENERGY CORP $32.23万0.09%6,623 -7,290-52.4% -$35.47万 减仓
ILTB ISHARES TR $32.20万0.09%6,537 -14,571-69.0% -$71.76万 减仓
LULU LULULEMON ATHLETICA INC $32.08万0.09%2,810 -4-0.1% -$457 减仓
DTE DTE ENERGY CO $31.91万0.09%2,094 -2,219-51.4% -$33.81万 减仓
ETR ENTERGY CORP NEW $31.62万0.09%2,753 -103-3.6% -$1.18万 减仓
— ELEVATION SERIES TRUST $31.49万0.09%12,758 6,587106.7% $16.26万 加仓