Elevated Financial Group LLC
INDIANAPOLIS IN · SEC CIK 0002063915
$3.08亿2026Q1 申报市值
134持仓数
57.2%前十大占比 · 第一大 11.6%
16 / 7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
IDHQ 新建仓+$836.66万
BAI 加仓+$393.81万
DYNF 加仓+$309.40万
IUSB 加仓+$250.05万
IVV 加仓+$214.38万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,340.10万
IYW 减仓-$286.28万
SCHG 减仓-$44.62万
SPMO 清仓-$32.41万
VEA 清仓-$31.96万
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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $118.11万 | 0.38% | 2,900 | 178 | 6.5% | $7.25万 | 加仓 |
| FDX | FEDEX CORP | $119.82万 | 0.39% | 3,364 | -173 | -4.9% | -$6.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $126.92万 | 0.41% | 4,315 | 158 | 3.8% | $4.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $127.68万 | 0.42% | 3,980 | -104 | -2.5% | -$3.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $133.16万 | 0.43% | 3,597 | 177 | 5.2% | $6.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $133.19万 | 0.43% | 43,412 | 43,412 | — | $133.19万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $133.71万 | 0.43% | 1,342 | 7 | 0.5% | $6,974 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.71万 | 0.46% | 2,978 | 32 | 1.1% | $1.53万 | 加仓 |
| AMZN | AMAZON COM INC | $143.25万 | 0.47% | 6,878 | 143 | 2.1% | $2.98万 | 加仓 |
| WMT | WALMART INC | $153.31万 | 0.50% | 12,336 | 396 | 3.3% | $4.92万 | 加仓 |
| EMB | ISHARES TR | $155.08万 | 0.50% | 16,510 | 1,429 | 9.5% | $13.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $162.21万 | 0.53% | 9,301 | 335 | 3.7% | $5.84万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $163.21万 | 0.53% | 49,532 | -1,481 | -2.9% | -$4.88万 | 减仓 |
| ITOT | ISHARES TR | $165.33万 | 0.54% | 11,608 | 3,611 | 45.2% | $51.43万 | 加仓 |
| CRM | SALESFORCE INC | $174.05万 | 0.57% | 9,324 | 315 | 3.5% | $5.88万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $175.48万 | 0.57% | 70,900 | -6,617 | -8.5% | -$16.38万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $189.30万 | 0.62% | 38,024 | 4,019 | 11.8% | $20.01万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $202.92万 | 0.66% | 6,714 | -152 | -2.2% | -$4.59万 | 减仓 |
| GOOGL | ALPHABET INC | $216.59万 | 0.70% | 7,532 | 156 | 2.1% | $4.49万 | 加仓 |
| BOXX | EA SERIES TRUST | $270.48万 | 0.88% | 23,259 | 4,930 | 26.9% | $57.33万 | 加仓 |
| STIP | ISHARES TR | $296.56万 | 0.96% | 28,673 | 2,831 | 11.0% | $29.28万 | 加仓 |
| LLY | ELI LILLY & CO | $322.14万 | 1.05% | 3,502 | 2,322 | 196.8% | $213.60万 | 加仓 |
| AAPL | APPLE INC | $381.27万 | 1.24% | 15,023 | 1,227 | 8.9% | $31.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $399.82万 | 1.30% | 137,254 | -15,319 | -10.0% | -$44.62万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $425.42万 | 1.38% | 129,110 | 119,516 | 1,245.7% | $393.81万 | 加仓 |
| IYW | ISHARES TR | $442.05万 | 1.44% | 24,366 | -15,780 | -39.3% | -$286.28万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $451.90万 | 1.47% | 87,021 | 11,543 | 15.3% | $59.94万 | 加仓 |
| IAGG | ISHARES TR | $463.61万 | 1.51% | 92,647 | 10,837 | 13.2% | $54.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $472.16万 | 1.53% | 53,557 | 8,018 | 17.6% | $70.69万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $604.82万 | 1.97% | 9,300 | 9,300 | — | $604.82万 | 新建仓 |
| TLH | ISHARES TR | $653.69万 | 2.13% | 64,902 | 7,149 | 12.4% | $72.00万 | 加仓 |
| MBB | ISHARES TR | $715.79万 | 2.33% | 75,386 | 6,715 | 9.8% | $63.76万 | 加仓 |
| MTUM | ISHARES TR | $826.94万 | 2.69% | 34,457 | 8,254 | 31.5% | $198.09万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $836.66万 | 2.72% | 236,545 | 236,545 | — | $836.66万 | 新建仓 |
| IEMG | ISHARES INC | $1,331.01万 | 4.33% | 190,826 | 21,649 | 12.8% | $151.00万 | 加仓 |
| QUAL | ISHARES TR | $1,593.57万 | 5.18% | 83,080 | 411 | 0.5% | $7.88万 | 加仓 |
| EFV | ISHARES TR | $1,594.88万 | 5.18% | 214,510 | 10,377 | 5.1% | $77.15万 | 加仓 |
| IVE | ISHARES TR | $1,605.23万 | 5.22% | 76,023 | 1,381 | 1.9% | $29.16万 | 加仓 |
| IVW | ISHARES TR | $1,979.88万 | 6.44% | 175,041 | 11,997 | 7.4% | $135.70万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,991.35万 | 6.47% | 342,274 | 53,179 | 18.4% | $309.40万 | 加仓 |
| IUSB | ISHARES TR | $2,269.44万 | 7.38% | 491,327 | 54,134 | 12.4% | $250.05万 | 加仓 |
| IVV | ISHARES TR | $3,565.07万 | 11.59% | 54,578 | 3,282 | 6.4% | $214.38万 | 加仓 |