ELEVATUS WELATH MANAGEMENT
VICTOR NY · SEC CIK 0001982776
$1.91亿2026Q1 申报市值
141持仓数
36.7%前十大占比 · 第一大 5.2%
12 / 19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
AGG 加仓+$405.76万
MBB 新建仓+$134.53万
NBIS 新建仓+$39.62万
DBX ETF TR 加仓+$30.80万
DBEF 加仓+$28.28万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1,305.27万
EFA 减仓-$1,108.65万
BNDX 清仓-$941.81万
EEM 减仓-$722.81万
GOOG 减仓-$674.56万
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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC | $51.19万 | 0.27% | 2,221 | -11,529 | -83.8% | -$265.72万 | 减仓 |
| — | TIDAL TRUST III | $52.76万 | 0.28% | 29,278 | -3,268 | -10.0% | -$5.89万 | 减仓 |
| DE | DEERE & CO | $52.85万 | 0.28% | 938 | 67 | 7.7% | $3.77万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $53.69万 | 0.28% | 4,843 | -263 | -5.2% | -$2.92万 | 减仓 |
| RTX | RTX CORPORATION | $55.19万 | 0.29% | 2,861 | -360 | -11.2% | -$6.94万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $55.86万 | 0.29% | 11,314 | 57 | 0.5% | $2,814 | 加仓 |
| VO | VANGUARD INDEX FDS | $56.38万 | 0.30% | 1,963 | -1,912 | -49.3% | -$54.92万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $56.79万 | 0.30% | 3,874 | 16 | 0.4% | $2,346 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.66万 | 0.30% | 579 | 3 | 0.5% | $2,988 | 加仓 |
| LRCX | LAM RESEARCH CORP | $60.93万 | 0.32% | 2,852 | 158 | 5.9% | $3.38万 | 加仓 |
| DHR | DANAHER CORP DEL | $61.41万 | 0.32% | 3,239 | 5 | 0.2% | $948 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $62.39万 | 0.33% | 2,901 | 524 | 22.0% | $11.27万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $66.63万 | 0.35% | 8,497 | -242 | -2.8% | -$1.90万 | 减仓 |
| PEP | PEPSICO INC | $67.77万 | 0.36% | 4,364 | 125 | 2.9% | $1.94万 | 加仓 |
| TSLA | TESLA INC | $80.82万 | 0.42% | 2,174 | -29 | -1.3% | -$1.08万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $80.92万 | 0.42% | 14,276 | -126 | -0.9% | -$7,142 | 减仓 |
| ORCL | ORACLE CORP | $81.09万 | 0.42% | 5,512 | -781 | -12.4% | -$11.49万 | 减仓 |
| VB | VANGUARD INDEX FDS | $81.77万 | 0.43% | 3,122 | -717 | -18.7% | -$18.78万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $87.27万 | 0.46% | 5,966 | -65 | -1.1% | -$9,508 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $89.04万 | 0.47% | 9,498 | 33 | 0.3% | $3,093 | 加仓 |
| IEFA | ISHARES TR | $93.31万 | 0.49% | 10,307 | -769 | -6.9% | -$6.96万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.54万 | 0.49% | 2,768 | 148 | 5.6% | $5.00万 | 加仓 |
| IWF | ISHARES TR | $96.17万 | 0.50% | 2,255 | 2 | 0.1% | $853 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $101.86万 | 0.53% | 6,878 | 401 | 6.2% | $5.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.20万 | 0.56% | 2,237 | -11,631 | -83.9% | -$557.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $114.96万 | 0.60% | 1,992 | 56 | 2.9% | $3.23万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $119.80万 | 0.63% | 21,930 | -43,126 | -66.3% | -$235.60万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $124.62万 | 0.65% | 13,435 | -24,511 | -64.6% | -$227.36万 | 减仓 |
| EEM | ISHARES TR | $134.39万 | 0.70% | 23,664 | -127,279 | -84.3% | -$722.81万 | 减仓 |
| MBB | ISHARES TR | $134.53万 | 0.71% | 14,169 | 14,169 | — | $134.53万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $137.44万 | 0.72% | 4,021 | -6,800 | -62.8% | -$232.43万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $139.45万 | 0.73% | 6,419 | -24,749 | -79.4% | -$537.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $141.43万 | 0.74% | 4,808 | -10,433 | -68.5% | -$306.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.40万 | 0.77% | 23,002 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $148.56万 | 0.78% | 16,126 | -3,465 | -17.7% | -$31.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $152.94万 | 0.80% | 2,192 | -108 | -4.7% | -$7.54万 | 减仓 |
| DBEF | DBX ETF TR | $153.56万 | 0.80% | 31,085 | 5,724 | 22.6% | $28.28万 | 加仓 |
| — | DBX ETF TR | $154.61万 | 0.81% | 28,097 | 5,597 | 24.9% | $30.80万 | 加仓 |
| DBJP | DBX ETF TR | $163.15万 | 0.86% | 16,150 | 1,946 | 13.7% | $19.66万 | 加仓 |
| APA | APA CORPORATION | $181.59万 | 0.95% | 42,788 | -564 | -1.3% | -$2.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $196.02万 | 1.03% | 3,014 | -600 | -16.6% | -$39.02万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $211.44万 | 1.11% | 7,488 | -7,995 | -51.6% | -$225.75万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $214.66万 | 1.13% | 10,552 | -4,844 | -31.5% | -$98.54万 | 减仓 |
| META | META PLATFORMS INC | $246.57万 | 1.29% | 4,310 | -2,952 | -40.6% | -$168.88万 | 减仓 |
| GOOGL | ALPHABET INC | $255.58万 | 1.34% | 8,888 | -1,917 | -17.7% | -$55.12万 | 减仓 |
| AVGO | BROADCOM INC | $275.71万 | 1.44% | 8,908 | -2,558 | -22.3% | -$79.17万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $278.18万 | 1.46% | 58,063 | -44,742 | -43.5% | -$214.36万 | 减仓 |
| VTR | VENTAS INC | $283.88万 | 1.49% | 34,712 | -60,319 | -63.5% | -$493.29万 | 减仓 |
| EFA | ISHARES TR | $289.51万 | 1.52% | 29,806 | -114,141 | -79.3% | -$1,108.65万 | 减仓 |
| — | EXXON MOBIL CORP | $295.99万 | 1.55% | 17,446 | -1,221 | -6.5% | -$20.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $306.10万 | 1.60% | 7,008 | -1,649 | -19.0% | -$72.03万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $309.60万 | 1.62% | 63,364 | -97,438 | -60.6% | -$476.08万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $360.17万 | 1.89% | 71,167 | -8,294 | -10.4% | -$41.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $363.70万 | 1.91% | 6,086 | -21,842 | -78.2% | -$1,305.27万 | 减仓 |
| WMT | WALMART INC | $367.83万 | 1.93% | 29,597 | -20,995 | -41.5% | -$260.93万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $393.11万 | 2.06% | 78,044 | -14,194 | -15.4% | -$71.50万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $400.46万 | 2.10% | 156,982 | -16,468 | -9.5% | -$42.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $413.62万 | 2.17% | 19,991 | -4,756 | -19.2% | -$98.40万 | 减仓 |
| AMZN | AMAZON COM INC | $451.07万 | 2.36% | 21,658 | -21,398 | -49.7% | -$445.66万 | 减仓 |
| GLD | SPDR GOLD TR | $462.13万 | 2.42% | 10,740 | -9,509 | -47.0% | -$409.16万 | 减仓 |
| AAPL | APPLE INC | $554.73万 | 2.91% | 21,858 | -20,043 | -47.8% | -$508.67万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $559.38万 | 2.93% | 28,511 | -25,324 | -47.0% | -$496.85万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $560.24万 | 2.94% | 8,225 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $611.94万 | 3.21% | 21,332 | -23,515 | -52.4% | -$674.56万 | 减仓 |
| AGG | ISHARES TR | $678.01万 | 3.55% | 68,300 | 40,875 | 149.0% | $405.76万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $818.11万 | 4.29% | 157,542 | -42,388 | -21.2% | -$220.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $879.78万 | 4.61% | 23,767 | -16,917 | -41.6% | -$626.21万 | 减仓 |
| FLTR | VANECK ETF TRUST | $896.48万 | 4.70% | 351,838 | -44,043 | -11.1% | -$112.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $984.38万 | 5.16% | 56,444 | -34,654 | -38.0% | -$604.36万 | 减仓 |