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 |
|---|---|---|---|---|---|---|---|---|
| DFSB | DIMENSIONAL ETF TRUST | $4.69万 | 0.03% | 907 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3.24万 | 0.02% | 326 | 15 | 4.8% | $1,489 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3.16万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.79万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $2.49万 | 0.02% | 176 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $2.21万 | 0.01% | 479 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $2.13万 | 0.01% | 315 | -225 | -41.7% | -$1.52万 | 减仓 |
| IWV | ISHARES TR | $2.08万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.96万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $1.90万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $1.45万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.44万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $1.42万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $1.38万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.33万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $1.26万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.03万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $9,682 | 0.01% | 110 | 1 | 0.9% | $88 | 加仓 |
| IWM | ISHARES TR | $9,176 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $5,408 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $5,201 | 0.00% | 70 | -1 | -1.4% | -$74 | 减仓 |
| IWF | ISHARES TR | $5,117 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $4,917 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $2,879 | 0.00% | 48 | -12 | -20.0% | -$720 | 减仓 |
| IYT | ISHARES TR | $75 | 0.00% | 1 | 1 | — | $75 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,015 | -100.0% | -$37.15万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7 | -100.0% | -$4,390 | 清仓 |