13F 机构持仓

Elevate Capital Advisors, LLC

EAGLE CO · SEC CIK 0001909571

2026Q22026Q1 更早 9 个季度 🔒
$1.55亿2026Q1 申报市值
72持仓数
48.8%前十大占比 · 第一大 11.8%
10 / 16新建仓 / 清仓
申报市值走势$1.82亿2026Q2
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

IGSB 11.8%
SHY 9.4%
PHYS 5.2%
PNC 3.8%
FNV 3.7%
AXS 3.5%
TRV 3.2%
BIL 3.1%
WRB 2.9%
HSY 2.1%

2026Q1 买入最多 按季末市值估算

SHY 加仓+$945.39万
PNC 新建仓+$588.56万
IGSB 加仓+$556.86万
AXS 加仓+$268.86万
FNV 加仓+$186.33万

2026Q1 卖出最多 按季末市值估算

QUAL 减仓-$309.35万
ADP 清仓-$203.90万
META 减仓-$160.54万
AAPL 减仓-$157.15万
AMZN 减仓-$151.64万

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
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -7,927-100.0% -$203.90万 清仓
INTU INTUIT $00.00%0 -1,741-100.0% -$115.36万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -26,322-100.0% -$97.39万 清仓
CPRT COPART INC $00.00%0 -17,777-100.0% -$69.60万 清仓
QLYS QUALYS INC $00.00%0 -5,030-100.0% -$66.85万 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -2,864-100.0% -$61.59万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -756-100.0% -$43.82万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -1,284-100.0% -$42.39万 清仓
SMH VANECK ETF TRUST $00.00%0 -1,159-100.0% -$41.74万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -1,039-100.0% -$41.32万 清仓
NVR NVR INC $00.00%0 -50-100.0% -$36.82万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -6,123-100.0% -$35.05万 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $00.00%0 -35,311-100.0% -$28.64万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -12,232-100.0% -$27.35万 清仓
GOOG ALPHABET INC $00.00%0 -800-100.0% -$25.10万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,494-100.0% -$22.51万 清仓
QUAL ISHARES TR $20.91万0.14%1,090 -16,127-93.7% -$309.35万 减仓
CCJ CAMECO CORP $21.97万0.14%2,023 2,023— $21.97万 新建仓
WMT WALMART INC $24.41万0.16%1,964 1,964— $24.41万 新建仓
EWS ISHARES INC $24.84万0.16%8,803 8,803— $24.84万 新建仓
GDS GDS HLDGS LTD $25.02万0.16%6,211 -9,609-60.7% -$38.71万 减仓
JOBY JOBY AVIATION INC $25.12万0.16%30,413 -46-0.2% -$380 减仓
APP APPLOVIN CORP $25.27万0.16%635 12725.0% $5.05万 加仓
ORI OLD REP INTL CORP $28.03万0.18%7,026 -2,974-29.7% -$11.87万 减仓
NBIS NEBIUS GROUP N.V. $28.09万0.18%2,707 2,707— $28.09万 新建仓
DKNG DRAFTKINGS INC NEW $31.65万0.20%14,640 -4,578-23.8% -$9.90万 减仓
VEA VANGUARD TAX-MANAGED FDS $34.08万0.22%5,318 64313.8% $4.12万 加仓
— INVESCO EXCH TRADED FD TR II $36.00万0.23%3,026 -583-16.2% -$6.94万 减仓
COHR COHERENT CORP $38.16万0.25%1,602 1,602— $38.16万 新建仓
MPWR MONOLITHIC PWR SYS INC $43.41万0.28%397 397— $43.41万 新建仓
BTC GRAYSCALE BITCOIN MINI TR ET $44.08万0.29%14,698 7,413101.8% $22.23万 加仓
QTUM ETF SER SOLUTIONS $44.23万0.29%4,122 4,122— $44.23万 新建仓
DYN DYNE THERAPEUTICS INC $44.60万0.29%24,600 4862.0% $8,811 加仓
BND VANGUARD BD INDEX FDS $51.53万0.33%6,997 96416.0% $7.10万 加仓
PRME PRIME MEDICINE INC $52.57万0.34%151,069 108,403254.1% $37.72万 加仓
ACN ACCENTURE PLC IRELAND $52.77万0.34%2,661 -3,658-57.9% -$72.53万 减仓
TKO TKO GROUP HOLDINGS INC $56.84万0.37%2,819 52422.8% $10.57万 加仓
VOO VANGUARD INDEX FDS $61.00万0.39%1,021 -1,883-64.8% -$112.49万 减仓
CELH CELSIUS HLDGS INC $69.31万0.45%19,534 -8,509-30.3% -$30.19万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $71.31万0.46%2,110 2,110— $71.31万 新建仓
PGR PROGRESSIVE CORP $74.74万0.48%3,770 99335.8% $19.69万 加仓
Q QNITY ELECTRONICS INC $74.78万0.48%6,481 -1,457-18.4% -$16.81万 减仓
ROIV ROIVANT SCIENCES LTD $89.06万0.58%32,150 -45,395-58.5% -$125.74万 减仓
— FRANKLIN TEMPLETON DIGITAL H $93.57万0.61%23,876 -1,707-6.7% -$6.69万 减仓
RTX RTX CORPORATION $95.93万0.62%4,973 4,973— $95.93万 新建仓
UBER UBER TECHNOLOGIES INC $108.29万0.70%15,055 -6,258-29.4% -$45.01万 减仓
PM PHILIP MORRIS INTL INC $113.16万0.73%6,844 -2,915-29.9% -$48.20万 减仓
DE DEERE & CO $114.76万0.74%2,037 -110-5.1% -$6.20万 减仓
KNSL KINSALE CAP GROUP INC $117.05万0.76%3,426 67124.4% $22.93万 加仓
MRK MERCK & CO INC $119.59万0.77%9,942 -1,691-14.5% -$20.34万 减仓
SGOV ISHARES TR $121.48万0.79%12,069 -5,382-30.8% -$54.17万 减仓
XLE SELECT SECTOR SPDR TR $122.28万0.79%19,961 -2,978-13.0% -$18.24万 减仓
TSLA TESLA INC $126.28万0.82%3,397 68625.3% $25.50万 加仓
SGOL ETFS GOLD TR $130.50万0.84%29,247 -20,416-41.1% -$91.10万 减仓
IBIT ISHARES BITCOIN TRUST ETF $134.64万0.87%35,045 -1,704-4.6% -$6.55万 减仓
ANET ARISTA NETWORKS INC $139.37万0.90%11,351 -1,545-12.0% -$18.97万 减仓
CB CHUBB LTD SWITZ $151.62万0.98%4,652 -525-10.1% -$17.11万 减仓
MNST MONSTER BEVERAGE CORP NEW $157.90万1.02%21,791 -2,524-10.4% -$18.29万 减仓
ABBV ABBVIE INC $171.01万1.11%7,863 -702-8.2% -$15.27万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $192.25万1.24%4,012 -1,795-30.9% -$86.02万 减仓
MSFT MICROSOFT CORP $206.86万1.34%5,588 -2,932-34.4% -$108.54万 减仓
META META PLATFORMS INC $210.49万1.36%3,679 -2,806-43.3% -$160.54万 减仓
MCD MCDONALDS CORP $217.69万1.41%7,004 -1,560-18.2% -$48.49万 减仓
SMLF ISHARES TR $222.52万1.44%29,477 20,768238.5% $156.78万 加仓
NVDA NVIDIA CORPORATION $223.02万1.44%12,788 3853.1% $6.71万 加仓
CME CME GROUP INC $225.93万1.46%7,650 -2,050-21.1% -$60.54万 减仓
GOOGL ALPHABET INC $229.04万1.48%7,965 -4,717-37.2% -$135.64万 减仓
ACGL ARCH CAP GROUP LTD $241.10万1.56%25,117 10,47771.6% $100.57万 加仓
ASML ASML HLDG NV $242.11万1.57%1,833 -589-24.3% -$77.80万 减仓
AAPL APPLE INC $242.27万1.57%9,546 -6,192-39.3% -$157.15万 减仓
LLY ELI LILLY & CO $250.59万1.62%2,725 29312.0% $26.94万 加仓
KO COCA COLA CO $251.00万1.62%33,004 -5,622-14.6% -$42.76万 减仓
DG DOLLAR GEN CORP $267.51万1.73%22,531 4312.0% $5.12万 加仓
EQT EQT CORP $279.72万1.81%43,954 -2,855-6.1% -$18.17万 减仓
AVGO BROADCOM INC $296.72万1.92%9,587 5,180117.5% $160.32万 加仓
L LOEWS CORP $297.63万1.93%27,884 3,39513.9% $36.24万 加仓
V VISA INC $303.06万1.96%10,027 -1,001-9.1% -$30.25万 减仓
AMZN AMAZON COM INC $305.47万1.98%14,667 -7,281-33.2% -$151.64万 减仓
HSY HERSHEY CO $327.80万2.12%15,768 -6,781-30.1% -$140.97万 减仓
WRB BERKLEY W R CORP $446.55万2.89%67,373 17,94936.3% $118.97万 加仓
BIL SPDR SERIES TRUST $483.08万3.12%52,715 17,02447.7% $156.01万 加仓
TRV TRAVELERS COMPANIES INC $501.60万3.24%17,197 -1,131-6.2% -$32.99万 减仓
AXS AXIS CAP HLDGS LTD $540.59万3.50%53,307 26,51298.9% $268.86万 加仓
FNV FRANCO NEV CORP $571.33万3.70%23,126 7,54248.4% $186.33万 加仓
PNC PNC FINL SVCS GROUP INC $588.56万3.81%28,284 28,284— $588.56万 新建仓
PHYS SPROTT ASSET MANAGEMENT LP $805.89万5.21%227,397 20,73110.0% $73.47万 加仓
SHY ISHARES TR $1,460.55万9.45%176,886 114,496183.5% $945.39万 加仓
IGSB ISHARES TR $1,818.73万11.76%346,029 105,94844.1% $556.86万 加仓