Elite Life Management LLC
ERIE PA · SEC CIK 0002010262
$7,997.67万2026Q1 申报市值
57持仓数
74.7%前十大占比 · 第一大 17.5%
6 / 1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
VCRM 新建仓+$1,316.50万
DFEM 加仓+$35.76万
MU 新建仓+$27.33万
ABBV 新建仓+$23.24万
DFVX 加仓+$23.17万
2026Q1 卖出最多 按季末市值估算
VCRB 减仓-$39.62万
BKNG 清仓-$24.51万
SCHE 重新持有-$17.14万
META 减仓-$3.17万
LLY 减仓-$1.90万
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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$24.51万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC 看涨期权 | $12.19万 | 0.15% | 200 | 200 | — | $12.19万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.22万 | 0.25% | 408 | 18 | 4.6% | $8,919 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.52万 | 0.26% | 7,221 | 7,221 | — | $20.52万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.63万 | 0.26% | 491 | 24 | 5.1% | $1.01万 | 加仓 |
| SHEL | SHELL PLC | $20.66万 | 0.26% | 2,461 | 2,461 | — | $20.66万 | 新建仓 |
| RTX | RTX CORPORATION | $21.55万 | 0.27% | 1,224 | 17 | 1.4% | $2,994 | 加仓 |
| TJX | TJX COS INC NEW | $21.92万 | 0.27% | 1,429 | 45 | 3.3% | $6,901 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.18万 | 0.28% | 6,025 | -4,656 | -43.6% | -$17.14万 | 重新持有 |
| APH | AMPHENOL CORP | $22.26万 | 0.28% | 1,739 | 7 | 0.4% | $896 | 加仓 |
| IEFA | ISHARES TR | $23.20万 | 0.29% | 2,384 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $23.24万 | 0.29% | 1,153 | 1,153 | — | $23.24万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $23.66万 | 0.30% | 5,040 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $24.81万 | 0.31% | 500 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $24.92万 | 0.31% | 1,161 | 33 | 2.9% | $7,083 | 加仓 |
| PG | PROCTER & GAMBLE CO | $25.10万 | 0.31% | 1,714 | 42 | 2.5% | $6,150 | 加仓 |
| MCD | MCDONALDS CORP | $26.22万 | 0.33% | 951 | -20 | -2.1% | -$5,515 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $27.33万 | 0.34% | 366 | 366 | — | $27.33万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $27.38万 | 0.34% | 790 | 7 | 0.9% | $2,426 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $27.55万 | 0.34% | 3,652 | 31 | 0.9% | $2,339 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.13万 | 0.35% | 1,549 | 60 | 4.0% | $1.09万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $29.44万 | 0.37% | 335 | 3 | 0.9% | $2,636 | 加仓 |
| ETN | EATON CORP PLC | $29.95万 | 0.37% | 746 | 8 | 1.1% | $3,212 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.32万 | 0.38% | 637 | -32 | -4.8% | -$1.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $30.82万 | 0.39% | 3,311 | 52 | 1.6% | $4,841 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.56万 | 0.39% | 598 | 59 | 10.9% | $3.11万 | 加仓 |
| COR | CENCORA INC | $33.10万 | 0.41% | 1,268 | 17 | 1.4% | $4,438 | 加仓 |
| GE | GE AEROSPACE | $34.47万 | 0.43% | 1,160 | -38 | -3.2% | -$1.13万 | 减仓 |
| BLK | BLACKROCK INC | $35.26万 | 0.44% | 325 | 7 | 2.2% | $7,594 | 加仓 |
| LIN | LINDE PLC | $36.74万 | 0.46% | 745 | 31 | 4.3% | $1.53万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $37.51万 | 0.47% | 2,646 | -38 | -1.4% | -$5,387 | 减仓 |
| GEV | GE VERNOVA INC | $40.57万 | 0.51% | 390 | 6 | 1.6% | $6,241 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.60万 | 0.52% | 914 | 12 | 1.3% | $5,462 | 重新持有 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $43.86万 | 0.55% | 6,517 | 930 | 16.6% | $6.26万 | 加仓 |
| ORCL | ORACLE CORP | $46.17万 | 0.58% | 2,356 | 108 | 4.8% | $2.12万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $47.59万 | 0.60% | 3,742 | 125 | 3.5% | $1.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $53.90万 | 0.67% | 795 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.51万 | 0.69% | 4,256 | 59 | 1.4% | $7,695 | 加仓 |
| LLY | ELI LILLY & CO | $56.48万 | 0.71% | 596 | -20 | -3.2% | -$1.90万 | 减仓 |
| V | VISA INC | $67.26万 | 0.84% | 2,110 | 13 | 0.6% | $4,144 | 加仓 |
| TSLA | TESLA INC | $74.75万 | 0.93% | 1,745 | 1 | 0.1% | $428 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.38万 | 0.98% | 777 | 37 | 5.0% | $3.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $81.30万 | 1.02% | 2,691 | 57 | 2.2% | $1.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $82.01万 | 1.03% | 1,112 | 2 | 0.2% | $1,475 | 加仓 |
| AVGO | BROADCOM INC | $103.85万 | 1.30% | 2,415 | 151 | 6.7% | $6.49万 | 加仓 |
| GOOGL | ALPHABET INC | $105.25万 | 1.32% | 2,626 | 109 | 4.3% | $4.37万 | 加仓 |
| META | META PLATFORMS INC | $106.87万 | 1.34% | 1,753 | -52 | -2.9% | -$3.17万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $149.04万 | 1.86% | 36,493 | 8,756 | 31.6% | $35.76万 | 加仓 |
| AMZN | AMAZON COM INC | $152.18万 | 1.90% | 5,581 | 518 | 10.2% | $14.12万 | 加仓 |
| GOOG | ALPHABET INC | $172.68万 | 2.16% | 4,349 | 83 | 1.9% | $3.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $172.94万 | 2.16% | 4,166 | -2 | -0.0% | -$830 | 减仓 |
| AAPL | APPLE INC | $238.74万 | 2.99% | 8,139 | 30 | 0.4% | $8,800 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $323.68万 | 4.05% | 41,857 | -5,123 | -10.9% | -$39.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $372.82万 | 4.66% | 17,324 | -8 | -0.0% | -$1,722 | 减仓 |
| DFVX | DIMENSIONAL ETF TRUST | $660.67万 | 8.26% | 81,806 | 2,869 | 3.6% | $23.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,161.14万 | 14.52% | 163,933 | 1,923 | 1.2% | $13.62万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $1,316.50万 | 16.46% | 173,841 | 173,841 | — | $1,316.50万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,399.09万 | 17.49% | 482,444 | 5,294 | 1.1% | $15.35万 | 加仓 |