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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $81.24万 | 0.46% | 4,060 | 747 | 22.5% | $14.95万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.71万 | 0.49% | 5,424 | -230 | -4.1% | -$3.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $87.79万 | 0.50% | 2,353 | 312 | 15.3% | $11.64万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $92.26万 | 0.53% | 18,240 | 214 | 1.2% | $1.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $103.15万 | 0.59% | 23,254 | -1,019 | -4.2% | -$4.52万 | 减仓 |
| IUSV | ISHARES TR | $107.64万 | 0.61% | 9,772 | 20 | 0.2% | $2,203 | 加仓 |
| IWD | ISHARES TR | $112.30万 | 0.64% | 4,632 | -80 | -1.7% | -$1.94万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $113.45万 | 0.65% | 23,760 | 305 | 1.3% | $1.46万 | 加仓 |
| SO | SOUTHERN CO | $142.43万 | 0.81% | 14,882 | -24 | -0.2% | -$2,297 | 减仓 |
| ICSH | ISHARES TR | $162.13万 | 0.93% | 32,054 | 3,187 | 11.0% | $16.12万 | 加仓 |
| USMV | ISHARES TR | $166.09万 | 0.95% | 17,219 | -1,162 | -6.3% | -$11.21万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $170.59万 | 0.97% | 41,355 | -86 | -0.2% | -$3,548 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $175.67万 | 1.00% | 11,386 | 126 | 1.1% | $1.94万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $175.72万 | 1.00% | 36,355 | -288 | -0.8% | -$1.39万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $181.26万 | 1.04% | 49,201 | 84 | 0.2% | $3,095 | 加仓 |
| FTNT | FORTINET INC | $196.62万 | 1.12% | 12,799 | 188 | 1.5% | $2.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $205.07万 | 1.17% | 64,670 | 2,121 | 3.4% | $6.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $218.05万 | 1.25% | 26,481 | -1,236 | -4.5% | -$10.18万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $238.43万 | 1.36% | 47,469 | 2,258 | 5.0% | $11.34万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $270.95万 | 1.55% | 52,418 | 195 | 0.4% | $1.01万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $411.95万 | 2.35% | 50,275 | 20 | 0.0% | $1,639 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $454.30万 | 2.59% | 47,112 | 3,003 | 6.8% | $28.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $477.06万 | 2.72% | 68,249 | -2,229 | -3.2% | -$15.58万 | 减仓 |
| EFV | ISHARES TR | $565.06万 | 3.23% | 73,816 | 666 | 0.9% | $5.10万 | 加仓 |
| IDEV | ISHARES TR | $571.76万 | 3.27% | 64,235 | -1,828 | -2.8% | -$16.27万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $612.77万 | 3.50% | 154,974 | 13,320 | 9.4% | $52.67万 | 加仓 |
| IEMG | ISHARES INC | $713.37万 | 4.07% | 86,115 | -3,310 | -3.7% | -$27.42万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $785.84万 | 4.49% | 76,258 | 4,054 | 5.6% | $41.78万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $926.41万 | 5.29% | 74,255 | 5,025 | 7.3% | $62.69万 | 加仓 |
| STIP | ISHARES TR | $930.12万 | 5.31% | 91,045 | 7,510 | 9.0% | $76.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,278.93万 | 7.30% | 164,155 | 7,001 | 4.5% | $54.54万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,288.39万 | 7.36% | 218,445 | 16,544 | 8.2% | $97.58万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,376.10万 | 7.86% | 254,738 | 11,175 | 4.6% | $60.37万 | 加仓 |
| ITOT | ISHARES TR | $1,816.78万 | 10.38% | 110,597 | 1,237 | 1.1% | $20.32万 | 加仓 |