Elevated Financial Group LLC
INDIANAPOLIS IN · SEC CIK 0002063915
$3.65亿2026Q2 申报市值
125持仓数
60.3%前十大占比 · 第一大 12.2%
12 / 22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
IVV 加仓+$348.38万
IUSB 加仓+$332.52万
DYNF 加仓+$231.14万
IVW 加仓+$187.87万
EFV 加仓+$175.64万
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$301.91万
SCHD 减仓-$115.49万
TIDAL TRUST I 清仓-$95.22万
VOO 清仓-$81.22万
JCPB 清仓-$69.06万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,435.67万 | 12.16% | 59,230 | 4,652 | 8.5% | $348.38万 | 加仓 |
| IUSB | ISHARES TR | $2,599.99万 | 7.13% | 563,378 | 72,051 | 14.7% | $332.52万 | 加仓 |
| IVW | ISHARES TR | $2,595.20万 | 7.11% | 188,701 | 13,660 | 7.8% | $187.87万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,558.94万 | 7.01% | 376,260 | 33,986 | 9.9% | $231.14万 | 加仓 |
| QUAL | ISHARES TR | $1,987.76万 | 5.45% | 90,588 | 7,508 | 9.0% | $164.75万 | 加仓 |
| IVE | ISHARES TR | $1,895.33万 | 5.19% | 83,473 | 7,450 | 9.8% | $169.16万 | 加仓 |
| EFV | ISHARES TR | $1,817.72万 | 4.98% | 237,455 | 22,945 | 10.7% | $175.64万 | 加仓 |
| IEMG | ISHARES INC | $1,705.78万 | 4.68% | 205,913 | 15,087 | 7.9% | $124.98万 | 加仓 |
| MTUM | ISHARES TR | $1,264.36万 | 3.47% | 36,880 | 2,423 | 7.0% | $83.07万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,142.70万 | 3.13% | 261,428 | 24,883 | 10.5% | $108.76万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,067.88万 | 2.93% | 14,300 | 5,000 | 53.8% | $373.38万 | 加仓 |
| MBB | ISHARES TR | $805.37万 | 2.21% | 85,206 | 9,820 | 13.0% | $92.82万 | 加仓 |
| TLH | ISHARES TR | $732.74万 | 2.01% | 73,018 | 8,116 | 12.5% | $81.44万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $726.30万 | 1.99% | 137,765 | 8,655 | 6.7% | $45.63万 | 加仓 |
| IYW | ISHARES TR | $638.50万 | 1.75% | 25,314 | 948 | 3.9% | $23.91万 | 加仓 |
| IAGG | ISHARES TR | $536.60万 | 1.47% | 106,047 | 13,400 | 14.5% | $67.80万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $489.19万 | 1.34% | 93,463 | 6,442 | 7.4% | $33.72万 | 加仓 |
| IAU | ISHARES GOLD TR | $460.82万 | 1.26% | 61,028 | 7,471 | 13.9% | $56.41万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $407.99万 | 1.12% | 120,564 | -16,690 | -12.2% | -$56.48万 | 减仓 |
| AAPL | APPLE INC | $399.36万 | 1.09% | 13,801 | -1,222 | -8.1% | -$35.36万 | 减仓 |
| STIP | ISHARES TR | $330.32万 | 0.91% | 32,334 | 3,661 | 12.8% | $37.40万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $286.89万 | 0.79% | 3,418 | 518 | 17.9% | $43.48万 | 加仓 |
| BOXX | EA SERIES TRUST | $251.94万 | 0.69% | 21,517 | -1,742 | -7.5% | -$20.40万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $245.53万 | 0.67% | 6,714 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $237.83万 | 0.65% | 6,655 | -877 | -11.6% | -$31.34万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $237.32万 | 0.65% | 2,056 | 270 | 15.1% | $31.17万 | 加仓 |
| BKUI | BNY MELLON ETF TRUST | $209.47万 | 0.57% | 42,090 | 4,066 | 10.7% | $20.24万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $194.93万 | 0.53% | 70,371 | -529 | -0.7% | -$1.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $186.12万 | 0.51% | 9,302 | 1 | 0.0% | $200 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $174.53万 | 0.48% | 48,133 | -1,399 | -2.8% | -$5.07万 | 减仓 |
| EMB | ISHARES TR | $171.22万 | 0.47% | 17,754 | 1,244 | 7.5% | $12.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $162.33万 | 0.44% | 3,244 | 266 | 8.9% | $13.31万 | 加仓 |
| ITOT | ISHARES TR | $160.18万 | 0.44% | 9,751 | -1,857 | -16.0% | -$30.50万 | 减仓 |
| AMZN | AMAZON COM INC | $147.87万 | 0.41% | 6,204 | -674 | -9.8% | -$16.06万 | 减仓 |
| CRM | SALESFORCE INC | $145.57万 | 0.40% | 9,292 | -32 | -0.3% | -$5,013 | 减仓 |
| VTV | VANGUARD INDEX FDS | $140.32万 | 0.38% | 6,439 | 983 | 18.0% | $21.42万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $138.86万 | 0.38% | 5,106 | 1,038 | 25.5% | $28.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $137.58万 | 0.38% | 3,718 | -262 | -6.6% | -$9.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $132.20万 | 0.36% | 3,544 | -53 | -1.5% | -$1.98万 | 减仓 |
| WMT | WALMART INC | $119.63万 | 0.33% | 10,563 | -1,773 | -14.4% | -$20.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $119.53万 | 0.33% | 3,652 | -663 | -15.4% | -$21.70万 | 减仓 |
| LLY | ELI LILLY & CO | $118.32万 | 0.32% | 986 | -2,516 | -71.8% | -$301.91万 | 减仓 |
| CLS | CELESTICA INC | $117.39万 | 0.32% | 3,218 | 592 | 22.5% | $21.60万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $116.01万 | 0.32% | 6,203 | 1,268 | 25.7% | $23.71万 | 加仓 |
| DAL | DELTA AIR LINES INC | $113.22万 | 0.31% | 12,088 | -4,251 | -26.0% | -$39.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.89万 | 0.29% | 1,132 | -210 | -15.6% | -$19.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.48万 | 0.26% | 954 | -303 | -24.1% | -$30.64万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $95.26万 | 0.26% | 2,570 | -805 | -23.9% | -$29.84万 | 减仓 |
| EZPW | EZCORP INC | $91.71万 | 0.25% | 26,528 | 6,290 | 31.1% | $21.74万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $87.12万 | 0.24% | 11,456 | 2,721 | 31.2% | $20.69万 | 加仓 |
| KO | COCA COLA CO | $86.47万 | 0.24% | 10,640 | -2,799 | -20.8% | -$22.75万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $84.71万 | 0.23% | 2,504 | -650 | -20.6% | -$21.99万 | 减仓 |
| TWLO | TWILIO INC | $84.62万 | 0.23% | 4,101 | 1,120 | 37.6% | $23.11万 | 加仓 |
| FDX | FEDEX CORP | $76.94万 | 0.21% | 2,457 | -907 | -27.0% | -$28.40万 | 减仓 |
| ALL | ALLSTATE CORP | $76.70万 | 0.21% | 3,223 | 1,082 | 50.5% | $25.75万 | 加仓 |
| MFC | MANULIFE FINL CORP | $73.72万 | 0.20% | 18,198 | 5,643 | 44.9% | $22.86万 | 加仓 |
| SSRM | SSR MINING IN | $71.93万 | 0.20% | 25,436 | 6,729 | 36.0% | $19.03万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $71.46万 | 0.20% | 2,941 | -82 | -2.7% | -$1.99万 | 减仓 |
| BLK | BLACKROCK INC | $69.73万 | 0.19% | 725 | -204 | -22.0% | -$19.62万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $67.50万 | 0.18% | 14,779 | 4,200 | 39.7% | $19.18万 | 加仓 |
| EAT | BRINKER INTL INC | $66.65万 | 0.18% | 3,967 | 1,488 | 60.0% | $25.00万 | 加仓 |
| CVSA | COVISTA INC | $63.38万 | 0.17% | 5,084 | 1,815 | 55.5% | $22.63万 | 加仓 |
| HD | HOME DEPOT INC | $62.53万 | 0.17% | 1,773 | -538 | -23.3% | -$18.97万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $61.33万 | 0.17% | 10,936 | 10,936 | — | $61.33万 | 新建仓 |
| DY | DYCOM INDS INC | $60.72万 | 0.17% | 1,201 | 542 | 82.2% | $27.40万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $59.99万 | 0.16% | 20,998 | 20,998 | — | $59.99万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $59.81万 | 0.16% | 697 | 697 | — | $59.81万 | 新建仓 |
| TSLA | TESLA INC | $59.53万 | 0.16% | 1,415 | 10 | 0.7% | $4,207 | 加仓 |
| PG | PROCTER & GAMBLE CO | $59.36万 | 0.16% | 4,048 | -1,842 | -31.3% | -$27.01万 | 减仓 |
| SKOR | FLEXSHARES TR | $57.63万 | 0.16% | 11,872 | -292 | -2.4% | -$1.42万 | 减仓 |
| NFLX | NETFLIX INC. | $55.75万 | 0.15% | 7,808 | -1,653 | -17.5% | -$11.80万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $53.33万 | 0.15% | 7,390 | 2,762 | 59.7% | $19.93万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $53.01万 | 0.15% | 5,497 | -235 | -4.1% | -$2.27万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $53.00万 | 0.15% | 1,223 | 36 | 3.0% | $1.56万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $52.74万 | 0.14% | 41,270 | 20,051 | 94.5% | $25.63万 | 加仓 |
| FRDM | EA SERIES TRUST | $50.92万 | 0.14% | 6,985 | -141 | -2.0% | -$1.03万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.29万 | 0.14% | 673 | -359 | -34.8% | -$26.82万 | 减仓 |
| CDE | COEUR MNG INC | $49.59万 | 0.14% | 30,383 | 10,555 | 53.2% | $17.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.34万 | 0.14% | 670 | -486 | -42.0% | -$35.79万 | 减仓 |
| AVGO | BROADCOM INC | $48.31万 | 0.13% | 1,279 | 302 | 30.9% | $11.41万 | 加仓 |
| SBUX | STARBUCKS CORP | $46.16万 | 0.13% | 4,518 | -2,310 | -33.8% | -$23.60万 | 减仓 |
| INTC | INTEL CORP | $45.73万 | 0.13% | 3,275 | 3,275 | — | $45.73万 | 新建仓 |
| META | META PLATFORMS INC | $44.55万 | 0.12% | 791 | 179 | 29.2% | $10.08万 | 加仓 |
| GOOG | ALPHABET INC | $44.10万 | 0.12% | 1,248 | -80 | -6.0% | -$2.83万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.70万 | 0.12% | 14,850 | -11,024 | -42.6% | -$32.44万 | 减仓 |
| GOVT | ISHARES TR | $42.89万 | 0.12% | 18,826 | 1,060 | 6.0% | $2.41万 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.44万 | 0.12% | 587 | 587 | — | $42.44万 | 新建仓 |
| BDYN | BLACKROCK ETF TRUST | $41.92万 | 0.11% | 15,111 | -18,928 | -55.6% | -$52.51万 | 减仓 |
| KGC | KINROSS GOLD CORP | $41.09万 | 0.11% | 17,396 | 7,768 | 80.7% | $18.35万 | 加仓 |
| APP | APPLOVIN CORP | $40.65万 | 0.11% | 789 | -8 | -1.0% | -$4,122 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $40.56万 | 0.11% | 5,004 | -1,530 | -23.4% | -$12.40万 | 减仓 |
| — | EXXON MOBIL CORP | $40.10万 | 0.11% | 2,933 | -131 | -4.3% | -$1.79万 | 减仓 |
| VST | VISTRA CORP | $39.01万 | 0.11% | 2,459 | -462 | -15.8% | -$7.33万 | 减仓 |
| DIS | DISNEY WALT CO | $38.48万 | 0.11% | 3,998 | -2,081 | -34.2% | -$20.03万 | 减仓 |
| ABBV | ABBVIE INC | $36.77万 | 0.10% | 1,461 | -25 | -1.7% | -$6,292 | 减仓 |
| EFG | ISHARES TR | $36.07万 | 0.10% | 2,899 | -106 | -3.5% | -$1.32万 | 减仓 |
| POWL | POWELL INDS INC | $36.00万 | 0.10% | 1,257 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.61万 | 0.10% | 613 | 613 | — | $35.61万 | 新建仓 |
| GM | GENERAL MTRS CO | $35.04万 | 0.10% | 4,546 | -997 | -18.0% | -$7.69万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.56万 | 0.09% | 6,834 | -212 | -3.0% | -$1.07万 | 减仓 |