ELEVATE WEALTH ADVISORY, INC
ATHENS GA · SEC CIK 0002011651
$1.58亿2026Q1 申报市值
125持仓数
59.0%前十大占比 · 第一大 9.8%
3 / 2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
AVUV 加仓+$100.24万
DFLV 加仓+$94.52万
DFIV 加仓+$77.33万
AVDV 加仓+$70.61万
DFUS 加仓+$69.36万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$45.75万
BND 清仓-$37.15万
EFV 减仓-$18.13万
MUB 减仓-$14.52万
SO 减仓-$13.74万
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $100.68万 | 0.64% | 4,712 | -154 | -3.2% | -$3.29万 | 减仓 |
| FTNT | FORTINET INC | $103.06万 | 0.65% | 12,611 | -31 | -0.2% | -$2,533 | 重新持有 |
| DFSD | DIMENSIONAL ETF TRUST | $112.30万 | 0.71% | 23,455 | 7,059 | 43.1% | $33.80万 | 加仓 |
| SO | SOUTHERN CO | $143.87万 | 0.91% | 14,906 | -1,424 | -8.7% | -$13.74万 | 减仓 |
| ICSH | ISHARES TR | $146.12万 | 0.92% | 28,867 | 10,446 | 56.7% | $52.88万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $161.45万 | 1.02% | 41,441 | -1,332 | -3.1% | -$5.19万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $164.16万 | 1.04% | 11,260 | -631 | -5.3% | -$9.20万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $166.85万 | 1.05% | 49,117 | 14 | 0.0% | $476 | 加仓 |
| USMV | ISHARES TR | $170.46万 | 1.08% | 18,381 | -382 | -2.0% | -$3.54万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $175.63万 | 1.11% | 36,643 | 19 | 0.1% | $911 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $191.90万 | 1.21% | 62,549 | 4,154 | 7.1% | $12.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $197.15万 | 1.24% | 27,717 | 313 | 1.1% | $2.23万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $225.83万 | 1.43% | 45,211 | 1,095 | 2.5% | $5.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $235.63万 | 1.49% | 52,223 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $356.36万 | 2.25% | 50,255 | 9,782 | 24.2% | $69.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $391.25万 | 2.47% | 44,109 | 3,254 | 8.0% | $28.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $440.14万 | 2.78% | 70,478 | -1,294 | -1.8% | -$8.08万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $505.85万 | 3.19% | 141,654 | 26,470 | 23.0% | $94.52万 | 加仓 |
| EFV | ISHARES TR | $543.87万 | 3.43% | 73,150 | -2,439 | -3.2% | -$18.13万 | 减仓 |
| IDEV | ISHARES TR | $552.08万 | 3.48% | 66,063 | 2,034 | 3.2% | $17.00万 | 加仓 |
| IEMG | ISHARES INC | $623.74万 | 3.94% | 89,425 | 4,386 | 5.2% | $30.59万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $721.03万 | 4.55% | 72,204 | 7,071 | 10.9% | $70.61万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $764.78万 | 4.83% | 69,230 | 9,074 | 15.1% | $100.24万 | 加仓 |
| STIP | ISHARES TR | $864.00万 | 5.45% | 83,535 | 5,078 | 6.5% | $52.52万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,202.32万 | 7.59% | 201,901 | 10,304 | 5.4% | $61.36万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,232.24万 | 7.78% | 157,154 | 3,355 | 2.2% | $26.31万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,285.52万 | 8.11% | 243,563 | 14,651 | 6.4% | $77.33万 | 加仓 |
| ITOT | ISHARES TR | $1,557.62万 | 9.83% | 109,360 | 4,257 | 4.1% | $60.63万 | 加仓 |