Elevation Capital Advisory, LLC
BEND OR · SEC CIK 0001871112
$2.59亿2026Q2 申报市值
63持仓数
42.5%前十大占比 · 第一大 5.6%
12 / 24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
IWY 加仓+$978.43万
VUG 新建仓+$816.05万
AOK 加仓+$785.73万
FDMO 重新持有+$739.31万
VOOG 新建仓+$732.80万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,767.58万
XLG 重新持有-$861.03万
STPZ 清仓-$779.05万
ULST 清仓-$723.62万
SCHD 减仓-$665.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $1,442.83万 | 5.57% | 49,647 | 33,667 | 210.7% | $978.43万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $1,255.37万 | 4.85% | 127,358 | 75,004 | 143.3% | $739.31万 | 重新持有 |
| AOK | ISHARES TR | $1,212.79万 | 4.68% | 292,381 | 189,425 | 184.0% | $785.73万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1,182.41万 | 4.57% | 84,534 | 35,445 | 72.2% | $495.78万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,083.96万 | 4.19% | 118,285 | -192,884 | -62.0% | -$1,767.58万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,056.14万 | 4.08% | 117,218 | 51,745 | 79.0% | $466.22万 | 加仓 |
| MTUM | ISHARES TR | $1,028.32万 | 3.97% | 29,995 | 12,374 | 70.2% | $424.22万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $980.30万 | 3.78% | 80,162 | 36,498 | 83.6% | $446.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $946.42万 | 3.65% | 12,852 | -5,952 | -31.7% | -$438.31万 | 减仓 |
| OEF | ISHARES TR | $816.58万 | 3.15% | 22,318 | 18,723 | 520.8% | $685.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $816.05万 | 3.15% | 94,735 | 94,735 | — | $816.05万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $804.02万 | 3.10% | 274,973 | -93,597 | -25.4% | -$273.68万 | 重新持有 |
| BAB | INVESCO EXCH TRADED FD TR II | $768.75万 | 2.97% | 286,420 | -24 | -0.0% | -$644 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $732.80万 | 2.83% | 88,695 | 88,695 | — | $732.80万 | 新建仓 |
| IYY | ISHARES TR | $705.67万 | 2.72% | 38,714 | 38,714 | — | $705.67万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $695.74万 | 2.69% | 205,596 | 71,233 | 53.0% | $241.05万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $679.97万 | 2.63% | 135,370 | -15,409 | -10.2% | -$77.40万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $636.80万 | 2.46% | 49,719 | 49,719 | — | $636.80万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $552.43万 | 2.13% | 51,236 | 39,045 | 320.3% | $420.98万 | 加仓 |
| ILCG | ISHARES TR | $504.41万 | 1.95% | 43,105 | 1,581 | 3.8% | $18.50万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $504.20万 | 1.95% | 31,212 | 27,356 | 709.4% | $441.91万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $500.82万 | 1.93% | 44,680 | 44,680 | — | $500.82万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $485.37万 | 1.87% | 95,980 | -3,245 | -3.3% | -$16.41万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $484.41万 | 1.87% | 20,472 | 2,219 | 12.2% | $52.51万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $399.36万 | 1.54% | 5,815 | -460 | -7.3% | -$31.59万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $396.12万 | 1.53% | 65,702 | -28,778 | -30.5% | -$173.50万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $379.73万 | 1.47% | 31,913 | -30,809 | -49.1% | -$366.60万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $298.33万 | 1.15% | 17,709 | 8,862 | 100.2% | $149.29万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $271.97万 | 1.05% | 15,985 | -9,011 | -36.0% | -$153.31万 | 减仓 |
| TMFC | RBB FD INC | $270.35万 | 1.04% | 35,498 | -34,707 | -49.4% | -$264.33万 | 减仓 |
| NULG | NUSHARES ETF TR | $259.33万 | 1.00% | 22,154 | -28,869 | -56.6% | -$337.94万 | 重新持有 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $249.10万 | 0.96% | 34,463 | 18,178 | 111.6% | $131.39万 | 加仓 |
| ICVT | ISHARES TR | $248.70万 | 0.96% | 20,429 | 7,315 | 55.8% | $89.05万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $239.51万 | 0.92% | 18,739 | 3,259 | 21.1% | $41.65万 | 加仓 |
| MGK | VANGUARD WORLD FD | $234.44万 | 0.91% | 26,668 | -56,612 | -68.0% | -$497.68万 | 减仓 |
| IWL | ISHARES TR | $144.08万 | 0.56% | 7,790 | 7,790 | — | $144.08万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $143.37万 | 0.55% | 3,670 | 1,071 | 41.2% | $41.84万 | 重新持有 |
| LVHI | LEGG MASON ETF INVT | $136.86万 | 0.53% | 33,722 | 5,038 | 17.6% | $20.45万 | 重新持有 |
| FBCG | FIDELITY COVINGTON TRUST | $134.39万 | 0.52% | 21,638 | 8,417 | 63.7% | $52.28万 | 重新持有 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $134.19万 | 0.52% | 19,578 | -2,150 | -9.9% | -$14.74万 | 减仓 |
| LRGF | ISHARES TR | $133.02万 | 0.51% | 17,588 | -1,344 | -7.1% | -$10.16万 | 减仓 |
| — | ISHARES TR | $132.42万 | 0.51% | 59,797 | 59,797 | — | $132.42万 | 新建仓 |
| AOR | ISHARES TR | $131.95万 | 0.51% | 18,986 | -48,228 | -71.8% | -$335.19万 | 减仓 |
| USMV | ISHARES TR | $130.78万 | 0.50% | 13,558 | -12,011 | -47.0% | -$115.86万 | 减仓 |
| DGRW | WISDOMTREE TR | $130.27万 | 0.50% | 13,624 | -27,809 | -67.1% | -$265.91万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $129.10万 | 0.50% | 21,085 | -140,622 | -87.0% | -$861.03万 | 重新持有 |
| HYZD | WISDOMTREE TR | $128.73万 | 0.50% | 57,195 | 10,400 | 22.2% | $23.41万 | 重新持有 |
| MOAT | VANECK ETF TRUST | $127.77万 | 0.49% | 12,290 | -42,841 | -77.7% | -$445.38万 | 减仓 |
| IUSG | ISHARES TR | $126.38万 | 0.49% | 6,719 | 1,246 | 22.8% | $23.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $123.90万 | 0.48% | 39,071 | -209,714 | -84.3% | -$665.01万 | 减仓 |
| SHV | ISHARES TR | $92.32万 | 0.36% | 8,366 | -999 | -10.7% | -$11.02万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $91.54万 | 0.35% | 48,356 | -5,788 | -10.7% | -$10.96万 | 减仓 |
| IGSB | ISHARES TR | $90.69万 | 0.35% | 17,303 | 17,303 | — | $90.69万 | 新建仓 |
| TFLO | ISHARES TR | $90.62万 | 0.35% | 17,898 | -112,159 | -86.2% | -$567.86万 | 重新持有 |
| STIP | ISHARES TR | $90.05万 | 0.35% | 8,815 | -1,037 | -10.5% | -$10.59万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $83.77万 | 0.32% | 9,802 | 9,802 | — | $83.77万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $80.17万 | 0.31% | 9,854 | 9,854 | — | $80.17万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $43.19万 | 0.17% | 3,659 | -20,485 | -84.8% | -$241.83万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $33.35万 | 0.13% | 5,654 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.29万 | 0.11% | 5,260 | 5,260 | — | $28.29万 | 新建仓 |
| AMZN | AMAZON COM INC | $24.31万 | 0.09% | 1,020 | 20 | 2.0% | $4,767 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.28万 | 0.08% | 4,800 | 4,800 | — | $21.28万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $20.44万 | 0.08% | 5,922 | -26,643 | -81.8% | -$91.94万 | 减仓 |
| STPZ | PIMCO ETF TR | $0 | 0.00% | 0 | -143,984 | -100.0% | -$779.05万 | 清仓 |
| ULST | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -178,670 | -100.0% | -$723.62万 | 清仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -97,571 | -100.0% | -$659.97万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -33,703 | -100.0% | -$646.46万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -108,285 | -100.0% | -$550.09万 | 清仓 |
| QUS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25,881 | -100.0% | -$444.22万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -48,569 | -100.0% | -$418.41万 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -118,960 | -100.0% | -$368.89万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -31,127 | -100.0% | -$227.66万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -73,208 | -100.0% | -$223.29万 | 清仓 |
| MLRG | ISHARES TR | $0 | 0.00% | 0 | -24,556 | -100.0% | -$220.66万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,413 | -100.0% | -$133.69万 | 清仓 |
| LGLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,483 | -100.0% | -$133.27万 | 清仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -16,954 | -100.0% | -$132.70万 | 清仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -79,459 | -100.0% | -$128.49万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -41,729 | -100.0% | -$128.44万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -13,430 | -100.0% | -$122.71万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -20,692 | -100.0% | -$120.39万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,554 | -100.0% | -$117.00万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -12,064 | -100.0% | -$112.99万 | 清仓 |
| VFMO | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -5,679 | -100.0% | -$111.93万 | 清仓 |
| SLQD | ISHARES TR | $0 | 0.00% | 0 | -20,169 | -100.0% | -$101.83万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -20,215 | -100.0% | -$101.76万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -19,070 | -100.0% | -$101.49万 | 清仓 |