ELEVATE WEALTH ADVISORY, INC
ATHENS GA · SEC CIK 0002011651
$1.75亿2026Q2 申报市值
127持仓数
58.8%前十大占比 · 第一大 10.4%
8 / 7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
VGIT 加仓+$97.58万
STIP 加仓+$76.72万
AVUV 加仓+$62.69万
DFIV 加仓+$60.37万
BSV 加仓+$54.54万
2026Q2 卖出最多 按季末市值估算
WFC 清仓-$62.16万
GOOGL 减仓-$48.48万
META 清仓-$43.99万
VXUS 重新持有-$35.86万
RQI 清仓-$30.12万
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -7,808 | -100.0% | -$62.16万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -769 | -100.0% | -$43.99万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -25,000 | -100.0% | -$30.12万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,457 | -100.0% | -$24.71万 | 清仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -185 | -100.0% | -$1.42万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -56 | -100.0% | -$1.26万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -125 | -100.0% | -$1.03万 | 清仓 |
| IYT | ISHARES TR | $87 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $91 | 0.00% | 1 | 1 | — | $91 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,710 | 0.00% | 8 | 8 | — | $2,710 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $3,149 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $5,491 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $5,564 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $5,756 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $5,960 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1.11万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $1.13万 | 0.01% | 114 | 4 | 3.6% | $396 | 加仓 |
| VDE | VANGUARD WORLD FD | $1.16万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $1.57万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $1.59万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $1.80万 | 0.01% | 110 | -66 | -37.5% | -$1.08万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2.00万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.06万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.11万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $2.37万 | 0.01% | 479 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $2.39万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $2.43万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $2.48万 | 0.01% | 253 | 253 | — | $2.48万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.08万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $3.19万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $3.37万 | 0.02% | 830 | -616 | -42.6% | -$2.50万 | 减仓 |
| AGG | ISHARES TR | $4.08万 | 0.02% | 412 | 86 | 26.4% | $8,512 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $4.73万 | 0.03% | 907 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $5.41万 | 0.03% | 494 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $6.10万 | 0.03% | 1,116 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.41万 | 0.04% | 294 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $6.89万 | 0.04% | 838 | -122 | -12.7% | -$1.00万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $7.83万 | 0.04% | 2,703 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8.04万 | 0.05% | 1,534 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $8.05万 | 0.05% | 543 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $8.11万 | 0.05% | 2,132 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $8.13万 | 0.05% | 1,674 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $8.26万 | 0.05% | 2,992 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $8.72万 | 0.05% | 1,150 | 330 | 40.2% | $2.50万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $9.91万 | 0.06% | 2,402 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $11.00万 | 0.06% | 1,479 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $12.81万 | 0.07% | 171 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $13.75万 | 0.08% | 545 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $14.38万 | 0.08% | 4,963 | 216 | 4.6% | $6,257 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $15.44万 | 0.09% | 3,618 | -7 | -0.2% | -$299 | 减仓 |
| AOA | ISHARES TR | $16.35万 | 0.09% | 1,675 | 15 | 0.9% | $1,464 | 加仓 |
| GOOG | ALPHABET INC | $16.46万 | 0.09% | 466 | 227 | 95.0% | $8.02万 | 加仓 |
| IVLU | ISHARES TR | $17.36万 | 0.10% | 4,151 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $18.12万 | 0.10% | 1,795 | 1,795 | — | $18.12万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.09万 | 0.12% | 2,448 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $21.74万 | 0.12% | 2,543 | -4,195 | -62.3% | -$35.86万 | 重新持有 |
| BIV | VANGUARD BD INDEX FDS | $21.89万 | 0.13% | 2,854 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $22.37万 | 0.13% | 639 | 639 | — | $22.37万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.36万 | 0.13% | 3,185 | 3,185 | — | $23.36万 | 新建仓 |
| AVGO | BROADCOM INC | $24.06万 | 0.14% | 637 | 637 | — | $24.06万 | 新建仓 |
| EFAV | ISHARES TR | $26.67万 | 0.15% | 3,041 | -71 | -2.3% | -$6,227 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $26.82万 | 0.15% | 5,050 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $27.83万 | 0.16% | 2,173 | 91 | 4.4% | $1.17万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.30万 | 0.16% | 1,803 | 18 | 1.0% | $2,825 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.01万 | 0.17% | 8,054 | 546 | 7.3% | $2.03万 | 加仓 |
| ISTB | ISHARES TR | $30.47万 | 0.17% | 6,314 | 145 | 2.4% | $6,996 | 加仓 |
| VB | VANGUARD INDEX FDS | $31.15万 | 0.18% | 1,028 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $31.19万 | 0.18% | 953 | 8 | 0.8% | $2,618 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $31.96万 | 0.18% | 9,124 | 105 | 1.2% | $3,678 | 加仓 |
| GOOGL | ALPHABET INC | $32.66万 | 0.19% | 914 | -1,357 | -59.8% | -$48.48万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.19万 | 0.20% | 10,995 | 3,060 | 38.6% | $9.52万 | 加仓 |
| ITA | ISHARES TR | $34.84万 | 0.20% | 1,437 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $36.10万 | 0.21% | 313 | 313 | — | $36.10万 | 新建仓 |
| AOR | ISHARES TR | $36.13万 | 0.21% | 5,198 | -16 | -0.3% | -$1,112 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $36.93万 | 0.21% | 10,823 | 1,483 | 15.9% | $5.06万 | 加仓 |
| AMZN | AMAZON COM INC | $38.35万 | 0.22% | 1,609 | 303 | 23.2% | $7.22万 | 加仓 |
| VGT | VANGUARD WORLD FD | $38.74万 | 0.22% | 3,241 | 449 | 16.1% | $5.37万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $40.01万 | 0.23% | 9,950 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $41.40万 | 0.24% | 2,115 | -26 | -1.2% | -$5,090 | 减仓 |
| QQQ | INVESCO QQQ TR | $41.95万 | 0.24% | 569 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $42.63万 | 0.24% | 1,152 | 6 | 0.5% | $2,220 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.09万 | 0.25% | 11,108 | 12 | 0.1% | $465 | 加仓 |
| MUB | ISHARES TR | $43.70万 | 0.25% | 4,061 | -674 | -14.2% | -$7.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $44.13万 | 0.25% | 16,869 | -331 | -1.9% | -$8,659 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.29万 | 0.26% | 905 | -470 | -34.2% | -$23.52万 | 减仓 |
| SOXX | ISHARES TR | $46.33万 | 0.26% | 723 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $46.48万 | 0.27% | 11,582 | -990 | -7.9% | -$3.97万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $48.32万 | 0.28% | 5,008 | 3,902 | 352.8% | $37.65万 | 加仓 |
| SUB | ISHARES TR | $49.46万 | 0.28% | 4,645 | -158 | -3.3% | -$1.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.04万 | 0.31% | 6,714 | 3,372 | 100.9% | $27.64万 | 加仓 |
| KO | COCA COLA CO | $57.23万 | 0.33% | 6,996 | -98 | -1.4% | -$8,017 | 减仓 |
| RTX | RTX CORPORATION | $60.08万 | 0.34% | 3,167 | 33 | 1.1% | $6,260 | 加仓 |
| QUAL | ISHARES TR | $61.45万 | 0.35% | 2,801 | -177 | -5.9% | -$3.88万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $62.00万 | 0.35% | 14,688 | 177 | 1.2% | $7,471 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $66.25万 | 0.38% | 12,043 | 21 | 0.2% | $1,155 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $68.19万 | 0.39% | 16,341 | 2,091 | 14.7% | $8.73万 | 加仓 |
| SGOV | ISHARES TR | $68.80万 | 0.39% | 6,834 | 496 | 7.8% | $4.99万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $69.58万 | 0.40% | 8,404 | 700 | 9.1% | $5.80万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $73.42万 | 0.42% | 14,492 | 973 | 7.2% | $4.93万 | 加仓 |
| AAPL | APPLE INC | $77.78万 | 0.44% | 2,688 | 155 | 6.1% | $4.48万 | 加仓 |