Elevation Capital Advisory, LLC
BEND OR · SEC CIK 0001871112
$2.35亿2026Q1 申报市值
65持仓数
41.1%前十大占比 · 第一大 12.1%
23 / 14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
BIL 加仓+$1,488.54万
STPZ 新建仓+$779.05万
BAB 新建仓+$772.25万
ULST 新建仓+$723.62万
SCHD 加仓+$610.39万
2026Q1 卖出最多 按季末市值估算
USMC 清仓-$694.86万
IVV 清仓-$574.74万
MGC 清仓-$562.01万
QUAL 减仓-$524.70万
TIPX 重新持有-$515.86万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $2,851.55万 | 12.14% | 311,169 | 162,433 | 109.2% | $1,488.54万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,085.33万 | 4.62% | 18,804 | -2,674 | -12.4% | -$154.34万 | 减仓 |
| STPZ | PIMCO ETF TR | $779.05万 | 3.32% | 143,984 | 143,984 | — | $779.05万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $772.25万 | 3.29% | 286,444 | 286,444 | — | $772.25万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $763.27万 | 3.25% | 248,785 | 198,952 | 399.2% | $610.39万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $753.14万 | 3.21% | 150,779 | 23,410 | 18.4% | $116.93万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $723.62万 | 3.08% | 178,670 | 178,670 | — | $723.62万 | 新建仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $659.97万 | 2.81% | 97,571 | 18,910 | 24.0% | $127.91万 | 加仓 |
| QUAL | ISHARES TR | $646.46万 | 2.75% | 33,703 | -27,355 | -44.8% | -$524.70万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $614.11万 | 2.61% | 62,722 | 55,370 | 753.1% | $542.13万 | 加仓 |
| MGK | VANGUARD WORLD FD | $612.01万 | 2.61% | 16,656 | 3,607 | 27.6% | $132.54万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $598.53万 | 2.55% | 49,089 | 49,089 | — | $598.53万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $550.09万 | 2.34% | 108,285 | 108,285 | — | $550.09万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $533.12万 | 2.27% | 55,131 | -21,031 | -27.6% | -$203.37万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $521.91万 | 2.22% | 94,480 | 51,694 | 120.8% | $285.56万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $502.18万 | 2.14% | 99,225 | -100,605 | -50.3% | -$509.16万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $492.29万 | 2.10% | 65,473 | -21,129 | -24.4% | -$158.87万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $469.91万 | 2.00% | 43,664 | -18,856 | -30.2% | -$202.93万 | 减仓 |
| TMFC | RBB FD INC | $463.14万 | 1.97% | 70,205 | 31,984 | 83.7% | $211.00万 | 加仓 |
| QUS | SPDR SERIES TRUST | $444.22万 | 1.89% | 25,881 | 3,273 | 14.5% | $56.18万 | 加仓 |
| AOR | ISHARES TR | $432.52万 | 1.84% | 67,214 | 22,667 | 50.9% | $145.86万 | 加仓 |
| MTUM | ISHARES TR | $422.89万 | 1.80% | 17,621 | 1,799 | 11.4% | $43.17万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $418.41万 | 1.78% | 48,569 | 48,569 | — | $418.41万 | 新建仓 |
| AOK | ISHARES TR | $410.69万 | 1.75% | 102,956 | 76,897 | 295.1% | $306.74万 | 加仓 |
| IWY | ISHARES TR | $397.65万 | 1.69% | 15,980 | -15,075 | -48.5% | -$375.13万 | 减仓 |
| ILCG | ISHARES TR | $396.47万 | 1.69% | 41,524 | 41,524 | — | $396.47万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $391.40万 | 1.67% | 134,363 | 11,976 | 9.8% | $34.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $374.94万 | 1.60% | 6,275 | -5,621 | -47.3% | -$335.86万 | 减仓 |
| HGER | HARBOR ETF TRUST | $368.89万 | 1.57% | 118,960 | 118,960 | — | $368.89万 | 新建仓 |
| DGRW | WISDOMTREE TR | $363.95万 | 1.55% | 41,433 | 26,007 | 168.6% | $228.45万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $362.49万 | 1.54% | 24,996 | -4,675 | -15.8% | -$67.80万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $253.59万 | 1.08% | 24,144 | 24,144 | — | $253.59万 | 新建仓 |
| USMV | ISHARES TR | $237.13万 | 1.01% | 25,569 | 5,181 | 25.4% | $48.05万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $227.66万 | 0.97% | 31,127 | 31,127 | — | $227.66万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $223.29万 | 0.95% | 73,208 | 73,208 | — | $223.29万 | 新建仓 |
| MLRG | ISHARES TR | $220.66万 | 0.94% | 24,556 | 24,556 | — | $220.66万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $169.80万 | 0.72% | 15,480 | 918 | 6.3% | $10.07万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $133.69万 | 0.57% | 14,413 | 14,413 | — | $133.69万 | 新建仓 |
| ICVT | ISHARES TR | $133.49万 | 0.57% | 13,114 | -43,163 | -76.7% | -$439.36万 | 重新持有 |
| LGLV | SPDR SERIES TRUST | $133.27万 | 0.57% | 7,483 | -2,919 | -28.1% | -$51.99万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $132.70万 | 0.56% | 16,954 | 16,954 | — | $132.70万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $130.63万 | 0.56% | 21,728 | -829 | -3.7% | -$4.98万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $128.49万 | 0.55% | 79,459 | -95,131 | -54.5% | -$153.83万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $128.44万 | 0.55% | 41,729 | 41,729 | — | $128.44万 | 新建仓 |
| LRGF | ISHARES TR | $124.95万 | 0.53% | 18,932 | -178 | -0.9% | -$1.17万 | 减仓 |
| EFAV | ISHARES TR | $122.71万 | 0.52% | 13,430 | -8,591 | -39.0% | -$78.50万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $120.39万 | 0.51% | 20,692 | 8,530 | 70.1% | $49.63万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $117.72万 | 0.50% | 32,565 | 19,802 | 155.2% | $71.58万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $117.00万 | 0.50% | 10,554 | 10,554 | — | $117.00万 | 新建仓 |
| OEF | ISHARES TR | $114.34万 | 0.49% | 3,595 | 1,433 | 66.3% | $45.58万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $112.99万 | 0.48% | 12,064 | 4,886 | 68.1% | $45.76万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $111.93万 | 0.48% | 5,679 | 5,679 | — | $111.93万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $111.57万 | 0.47% | 12,191 | -42,803 | -77.8% | -$391.74万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $111.41万 | 0.47% | 8,847 | -10,860 | -55.1% | -$136.76万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $103.90万 | 0.44% | 54,144 | -268,817 | -83.2% | -$515.86万 | 重新持有 |
| SHV | ISHARES TR | $103.38万 | 0.44% | 9,365 | 9,365 | — | $103.38万 | 新建仓 |
| STIP | ISHARES TR | $101.90万 | 0.43% | 9,852 | 9,852 | — | $101.90万 | 新建仓 |
| SLQD | ISHARES TR | $101.83万 | 0.43% | 20,169 | 20,169 | — | $101.83万 | 新建仓 |
| USFR | WISDOMTREE TR | $101.76万 | 0.43% | 20,215 | 20,215 | — | $101.76万 | 新建仓 |
| IGIB | ISHARES TR | $101.49万 | 0.43% | 19,070 | 19,070 | — | $101.49万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $99.86万 | 0.43% | 16,285 | 8,507 | 109.4% | $52.16万 | 加仓 |
| IUSG | ISHARES TR | $84.89万 | 0.36% | 5,473 | -20,196 | -78.7% | -$313.26万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $43.23万 | 0.18% | 3,856 | 831 | 27.5% | $9.32万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $33.67万 | 0.14% | 5,654 | 5,654 | — | $33.67万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.83万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -101,514 | -100.0% | -$694.86万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -8,391 | -100.0% | -$574.74万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -22,375 | -100.0% | -$562.01万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -113,362 | -100.0% | -$474.53万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -14,289 | -100.0% | -$449.82万 | 清仓 |
| FDMO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGHG | PROSHARES TR | $0 | 0.00% | 0 | -36,141 | -100.0% | -$283.43万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -16,746 | -100.0% | -$233.35万 | 清仓 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -14,312 | -100.0% | -$187.20万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -26,213 | -100.0% | -$131.04万 | 清仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -25,659 | -100.0% | -$129.99万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -12,843 | -100.0% | -$128.87万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -12,698 | -100.0% | -$126.90万 | 清仓 |
| LVHI | LEGG MASON ETF INVT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYZD | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBCG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XNTK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,544 | -100.0% | -$28.80万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -743 | -100.0% | -$20.20万 | 清仓 |