ELEVATUS WELATH MANAGEMENT
VICTOR NY · SEC CIK 0001982776
$4.11亿2026Q2 申报市值
243持仓数
28.8%前十大占比 · 第一大 4.2%
105 / 12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
JPST 加仓+$949.89万
EFA 加仓+$892.01万
BIV 加仓+$858.17万
BSV 加仓+$789.08万
VBR 加仓+$751.31万
2026Q2 卖出最多 按季末市值估算
JAAA 清仓-$393.11万
AGG 减仓-$314.67万
VNLA 清仓-$309.60万
CVX 减仓-$239.16万
WMT 减仓-$233.41万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $24.94万 | 0.06% | 234 | 234 | — | $24.94万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.88万 | 0.06% | 920 | 59 | 6.9% | $1.60万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $24.74万 | 0.06% | 2,442 | 2,442 | — | $24.74万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.66万 | 0.06% | 1,861 | 1,861 | — | $24.66万 | 新建仓 |
| WPC | WP CAREY INC | $24.64万 | 0.06% | 3,447 | 3,447 | — | $24.64万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $24.37万 | 0.06% | 1,142 | 1,142 | — | $24.37万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $24.26万 | 0.06% | 2,402 | 2,402 | — | $24.26万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $24.18万 | 0.06% | 3,294 | -92 | -2.7% | -$6,753 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.13万 | 0.06% | 713 | 713 | — | $24.13万 | 新建仓 |
| GFF | GRIFFON CORP | $24.06万 | 0.06% | 2,467 | 2,467 | — | $24.06万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.96万 | 0.06% | 1,752 | 12 | 0.7% | $1,641 | 加仓 |
| CRM | SALESFORCE INC | $23.66万 | 0.06% | 1,510 | 436 | 40.6% | $6.83万 | 加仓 |
| TPC | TUTOR PERINI CORP | $23.65万 | 0.06% | 2,850 | 2,850 | — | $23.65万 | 新建仓 |
| FSK | FS KKR CAP CORP | $23.53万 | 0.06% | 22,411 | 22,411 | — | $23.53万 | 新建仓 |
| BA | BOEING CO | $23.47万 | 0.06% | 1,084 | 23 | 2.2% | $4,979 | 加仓 |
| NI | NISOURCE INC | $23.41万 | 0.06% | 4,923 | 4,923 | — | $23.41万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $23.06万 | 0.06% | 733 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $22.97万 | 0.06% | 319 | 319 | — | $22.97万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.96万 | 0.06% | 3,191 | 3,191 | — | $22.96万 | 新建仓 |
| IDXX | IDEXX LABS INC | $22.85万 | 0.06% | 434 | 434 | — | $22.85万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.79万 | 0.06% | 891 | 3 | 0.3% | $767 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.76万 | 0.06% | 1,016 | 128 | 14.4% | $2.87万 | 重新持有 |
| ADSK | AUTODESK INC | $22.46万 | 0.05% | 1,155 | 1,155 | — | $22.46万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $22.45万 | 0.05% | 4,456 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.39万 | 0.05% | 563 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $22.34万 | 0.05% | 600 | 600 | — | $22.34万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.25万 | 0.05% | 791 | 107 | 15.6% | $3.01万 | 重新持有 |
| FTI | TECHNIPFMC PLC | $21.98万 | 0.05% | 3,315 | 3,315 | — | $21.98万 | 新建仓 |
| INDA | ISHARES TR | $21.76万 | 0.05% | 4,405 | -984 | -18.3% | -$4.86万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $21.72万 | 0.05% | 1,462 | 1,462 | — | $21.72万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $21.67万 | 0.05% | 556 | -8 | -1.4% | -$3,119 | 减仓 |
| EME | EMCOR GROUP INC | $21.66万 | 0.05% | 261 | 261 | — | $21.66万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.63万 | 0.05% | 1,327 | 1,327 | — | $21.63万 | 新建仓 |
| XYLD | GLOBAL X FDS | $21.62万 | 0.05% | 5,300 | 28 | 0.5% | $1,142 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.60万 | 0.05% | 1,690 | 0 | 0.0% | — | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $21.42万 | 0.05% | 837 | 837 | — | $21.42万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.42万 | 0.05% | 961 | 13 | 1.4% | $2,897 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $21.34万 | 0.05% | 899 | 899 | — | $21.34万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $21.20万 | 0.05% | 5,368 | 5,368 | — | $21.20万 | 新建仓 |
| MS | MORGAN STANLEY | $21.19万 | 0.05% | 1,014 | 1,014 | — | $21.19万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.81万 | 0.05% | 2,372 | 2,372 | — | $20.81万 | 新建仓 |
| TRIN | TRINITY CAP INC | $20.78万 | 0.05% | 11,613 | 122 | 1.1% | $2,183 | 加仓 |
| RKT | ROCKET COS INC | $20.05万 | 0.05% | 12,731 | 12,731 | — | $20.05万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -78,044 | -100.0% | -$393.11万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -63,364 | -100.0% | -$309.60万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -14,169 | -100.0% | -$134.53万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -8,498 | -100.0% | -$34.39万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,158 | -100.0% | -$26.18万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,631 | -100.0% | -$24.74万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,797 | -100.0% | -$23.73万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,636 | -100.0% | -$20.11万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -12,704 | -100.0% | -$17.90万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -17,087 | -100.0% | -$8.48万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -24,126 | -100.0% | -$4.85万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.39万 | 清仓 |