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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $5.41万 | 0.03% | 494 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $4.73万 | 0.03% | 907 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $4.08万 | 0.02% | 412 | 86 | 26.4% | $8,512 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3.37万 | 0.02% | 830 | -616 | -42.6% | -$2.50万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3.19万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.08万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $2.48万 | 0.01% | 253 | 253 | — | $2.48万 | 新建仓 |
| IJH | ISHARES TR | $2.43万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $2.39万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $2.37万 | 0.01% | 479 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.11万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.06万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $2.00万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $1.80万 | 0.01% | 110 | -66 | -37.5% | -$1.08万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1.59万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $1.57万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.16万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $1.13万 | 0.01% | 114 | 4 | 3.6% | $396 | 加仓 |
| IWM | ISHARES TR | $1.11万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $5,960 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $5,756 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $5,564 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $5,491 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $3,149 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,710 | 0.00% | 8 | 8 | — | $2,710 | 新建仓 |
| IGV | ISHARES TR | $91 | 0.00% | 1 | 1 | — | $91 | 新建仓 |
| IYT | ISHARES TR | $87 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| 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 |