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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $1,557.62万 | 9.83% | 109,360 | 4,257 | 4.1% | $60.63万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,285.52万 | 8.11% | 243,563 | 14,651 | 6.4% | $77.33万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,232.24万 | 7.78% | 157,154 | 3,355 | 2.2% | $26.31万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,202.32万 | 7.59% | 201,901 | 10,304 | 5.4% | $61.36万 | 加仓 |
| STIP | ISHARES TR | $864.00万 | 5.45% | 83,535 | 5,078 | 6.5% | $52.52万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $764.78万 | 4.83% | 69,230 | 9,074 | 15.1% | $100.24万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $721.03万 | 4.55% | 72,204 | 7,071 | 10.9% | $70.61万 | 加仓 |
| IEMG | ISHARES INC | $623.74万 | 3.94% | 89,425 | 4,386 | 5.2% | $30.59万 | 加仓 |
| IDEV | ISHARES TR | $552.08万 | 3.48% | 66,063 | 2,034 | 3.2% | $17.00万 | 加仓 |
| EFV | ISHARES TR | $543.87万 | 3.43% | 73,150 | -2,439 | -3.2% | -$18.13万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $505.85万 | 3.19% | 141,654 | 26,470 | 23.0% | $94.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $440.14万 | 2.78% | 70,478 | -1,294 | -1.8% | -$8.08万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $391.25万 | 2.47% | 44,109 | 3,254 | 8.0% | $28.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $356.36万 | 2.25% | 50,255 | 9,782 | 24.2% | $69.36万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $235.63万 | 1.49% | 52,223 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $225.83万 | 1.43% | 45,211 | 1,095 | 2.5% | $5.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $197.15万 | 1.24% | 27,717 | 313 | 1.1% | $2.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $191.90万 | 1.21% | 62,549 | 4,154 | 7.1% | $12.74万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $175.63万 | 1.11% | 36,643 | 19 | 0.1% | $911 | 加仓 |
| USMV | ISHARES TR | $170.46万 | 1.08% | 18,381 | -382 | -2.0% | -$3.54万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $166.85万 | 1.05% | 49,117 | 14 | 0.0% | $476 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $164.16万 | 1.04% | 11,260 | -631 | -5.3% | -$9.20万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $161.45万 | 1.02% | 41,441 | -1,332 | -3.1% | -$5.19万 | 减仓 |
| ICSH | ISHARES TR | $146.12万 | 0.92% | 28,867 | 10,446 | 56.7% | $52.88万 | 加仓 |
| SO | SOUTHERN CO | $143.87万 | 0.91% | 14,906 | -1,424 | -8.7% | -$13.74万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $112.30万 | 0.71% | 23,455 | 7,059 | 43.1% | $33.80万 | 加仓 |
| FTNT | FORTINET INC | $103.06万 | 0.65% | 12,611 | -31 | -0.2% | -$2,533 | 重新持有 |
| IWD | ISHARES TR | $100.68万 | 0.64% | 4,712 | -154 | -3.2% | -$3.29万 | 减仓 |
| IUSV | ISHARES TR | $99.71万 | 0.63% | 9,752 | 49 | 0.5% | $5,010 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $94.32万 | 0.60% | 24,273 | 1,088 | 4.7% | $4.23万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $89.93万 | 0.57% | 18,026 | 176 | 1.0% | $8,781 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $83.73万 | 0.53% | 5,654 | -296 | -5.0% | -$4.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $75.56万 | 0.48% | 2,041 | 86 | 4.4% | $3.18万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $68.73万 | 0.43% | 13,519 | 8,871 | 190.9% | $45.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.89万 | 0.42% | 1,375 | 24 | 1.8% | $1.15万 | 加仓 |
| GOOGL | ALPHABET INC | $65.30万 | 0.41% | 2,271 | 73 | 3.3% | $2.10万 | 加仓 |
| AAPL | APPLE INC | $64.28万 | 0.41% | 2,533 | 305 | 13.7% | $7.74万 | 加仓 |
| SGOV | ISHARES TR | $63.80万 | 0.40% | 6,338 | 6,338 | — | $63.80万 | 新建仓 |
| WFC | WELLS FARGO & CO | $62.16万 | 0.39% | 7,808 | 33 | 0.4% | $2,627 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $61.27万 | 0.39% | 14,511 | -320 | -2.2% | -$1.35万 | 减仓 |
| RTX | RTX CORPORATION | $60.45万 | 0.38% | 3,134 | 23 | 0.7% | $4,436 | 重新持有 |
| DFUV | DIMENSIONAL ETF TRUST | $58.26万 | 0.37% | 12,022 | 1,609 | 15.5% | $7.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $57.78万 | 0.36% | 3,313 | 329 | 11.0% | $5.74万 | 加仓 |
| QUAL | ISHARES TR | $57.12万 | 0.36% | 2,978 | 84 | 2.9% | $1.61万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $56.84万 | 0.36% | 7,704 | 1,600 | 26.2% | $11.80万 | 加仓 |
| KO | COCA COLA CO | $54.33万 | 0.34% | 7,094 | 308 | 4.5% | $2.36万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $52.38万 | 0.33% | 14,250 | 2,251 | 18.8% | $8.27万 | 加仓 |
| SUB | ISHARES TR | $51.15万 | 0.32% | 4,803 | 242 | 5.3% | $2.58万 | 加仓 |
| MUB | ISHARES TR | $50.26万 | 0.32% | 4,735 | -1,368 | -22.4% | -$14.52万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $49.58万 | 0.31% | 12,572 | 1,304 | 11.6% | $5.14万 | 加仓 |
| META | META PLATFORMS INC | $43.99万 | 0.28% | 769 | 22 | 2.9% | $1.26万 | 加仓 |
| VPU | VANGUARD WORLD FD | $42.43万 | 0.27% | 2,141 | -257 | -10.7% | -$5.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $40.68万 | 0.26% | 17,200 | -299 | -1.7% | -$7,071 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $38.88万 | 0.25% | 11,096 | 93 | 0.8% | $3,259 | 加仓 |
| VTI | VANGUARD INDEX FDS | $36.76万 | 0.23% | 1,146 | -1,426 | -55.4% | -$45.75万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $33.69万 | 0.21% | 9,950 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $33.55万 | 0.21% | 5,214 | -39 | -0.7% | -$2,510 | 减仓 |
| QQQ | INVESCO QQQ TR | $32.84万 | 0.21% | 569 | 8 | 1.4% | $4,617 | 加仓 |
| ITA | ISHARES TR | $31.43万 | 0.20% | 1,437 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $30.94万 | 0.20% | 5,050 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $30.37万 | 0.19% | 9,019 | -349 | -3.7% | -$1.18万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $30.12万 | 0.19% | 25,000 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $30.09万 | 0.19% | 9,340 | 1,723 | 22.6% | $5.55万 | 加仓 |
| ISTB | ISHARES TR | $29.89万 | 0.19% | 6,169 | 65 | 1.1% | $3,150 | 加仓 |
| EFAV | ISHARES TR | $28.44万 | 0.18% | 3,112 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.79万 | 0.18% | 945 | 11 | 1.2% | $3,235 | 加仓 |
| AMZN | AMAZON COM INC | $27.20万 | 0.17% | 1,306 | 204 | 18.5% | $4.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $26.92万 | 0.17% | 1,028 | -42 | -3.9% | -$1.10万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $26.68万 | 0.17% | 7,508 | 1,260 | 20.2% | $4.48万 | 加仓 |
| — | EXXON MOBIL CORP | $24.71万 | 0.16% | 1,457 | 1,457 | — | $24.71万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.70万 | 0.16% | 1,785 | 297 | 20.0% | $4.11万 | 加仓 |
| VGT | VANGUARD WORLD FD | $24.38万 | 0.15% | 349 | 207 | 145.8% | $14.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.09万 | 0.15% | 3,342 | 1,776 | 113.4% | $12.80万 | 加仓 |
| SOXX | ISHARES TR | $23.75万 | 0.15% | 723 | 1 | 0.1% | $329 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $23.15万 | 0.15% | 2,082 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $22.10万 | 0.14% | 7,935 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $22.03万 | 0.14% | 2,854 | 106 | 3.9% | $8,181 | 加仓 |
| VUG | VANGUARD INDEX FDS | $17.82万 | 0.11% | 408 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $16.47万 | 0.10% | 4,151 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $14.69万 | 0.09% | 1,660 | 464 | 38.8% | $4.11万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $12.97万 | 0.08% | 3,625 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $12.62万 | 0.08% | 4,747 | 4,448 | 1,487.6% | $11.82万 | 加仓 |
| IVV | ISHARES TR | $11.17万 | 0.07% | 171 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $10.79万 | 0.07% | 1,479 | -171 | -10.4% | -$1.25万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $10.02万 | 0.06% | 2,402 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $9.89万 | 0.06% | 545 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $8.91万 | 0.06% | 1,106 | 1,048 | 1,806.9% | $8.44万 | 加仓 |
| IGSB | ISHARES TR | $8.06万 | 0.05% | 1,534 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $7.76万 | 0.05% | 1,674 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $7.53万 | 0.05% | 960 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $7.52万 | 0.05% | 2,992 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $6.91万 | 0.04% | 2,132 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $6.85万 | 0.04% | 239 | 22 | 10.1% | $6,308 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $6.78万 | 0.04% | 2,703 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $6.75万 | 0.04% | 543 | -172 | -24.1% | -$2.14万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $6.04万 | 0.04% | 1,116 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5.77万 | 0.04% | 294 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $5.75万 | 0.04% | 820 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $5.45万 | 0.03% | 494 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $5.00万 | 0.03% | 1,446 | 423 | 41.3% | $1.46万 | 加仓 |