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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $96.48万 | 0.26% | 954 | -303 | -24.1% | -$30.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.89万 | 0.29% | 1,132 | -210 | -15.6% | -$19.64万 | 减仓 |
| DAL | DELTA AIR LINES INC | $113.22万 | 0.31% | 12,088 | -4,251 | -26.0% | -$39.81万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $116.01万 | 0.32% | 6,203 | 1,268 | 25.7% | $23.71万 | 加仓 |
| CLS | CELESTICA INC | $117.39万 | 0.32% | 3,218 | 592 | 22.5% | $21.60万 | 加仓 |
| LLY | ELI LILLY & CO | $118.32万 | 0.32% | 986 | -2,516 | -71.8% | -$301.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $119.53万 | 0.33% | 3,652 | -663 | -15.4% | -$21.70万 | 减仓 |
| WMT | WALMART INC | $119.63万 | 0.33% | 10,563 | -1,773 | -14.4% | -$20.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $132.20万 | 0.36% | 3,544 | -53 | -1.5% | -$1.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $137.58万 | 0.38% | 3,718 | -262 | -6.6% | -$9.70万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $138.86万 | 0.38% | 5,106 | 1,038 | 25.5% | $28.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $140.32万 | 0.38% | 6,439 | 983 | 18.0% | $21.42万 | 加仓 |
| CRM | SALESFORCE INC | $145.57万 | 0.40% | 9,292 | -32 | -0.3% | -$5,013 | 减仓 |
| AMZN | AMAZON COM INC | $147.87万 | 0.41% | 6,204 | -674 | -9.8% | -$16.06万 | 减仓 |
| ITOT | ISHARES TR | $160.18万 | 0.44% | 9,751 | -1,857 | -16.0% | -$30.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $162.33万 | 0.44% | 3,244 | 266 | 8.9% | $13.31万 | 加仓 |
| EMB | ISHARES TR | $171.22万 | 0.47% | 17,754 | 1,244 | 7.5% | $12.00万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $174.53万 | 0.48% | 48,133 | -1,399 | -2.8% | -$5.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $186.12万 | 0.51% | 9,302 | 1 | 0.0% | $200 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $194.93万 | 0.53% | 70,371 | -529 | -0.7% | -$1.47万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $209.47万 | 0.57% | 42,090 | 4,066 | 10.7% | $20.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $237.32万 | 0.65% | 2,056 | 270 | 15.1% | $31.17万 | 加仓 |
| GOOGL | ALPHABET INC | $237.83万 | 0.65% | 6,655 | -877 | -11.6% | -$31.34万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $245.53万 | 0.67% | 6,714 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $251.94万 | 0.69% | 21,517 | -1,742 | -7.5% | -$20.40万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $286.89万 | 0.79% | 3,418 | 518 | 17.9% | $43.48万 | 加仓 |
| STIP | ISHARES TR | $330.32万 | 0.91% | 32,334 | 3,661 | 12.8% | $37.40万 | 加仓 |
| AAPL | APPLE INC | $399.36万 | 1.09% | 13,801 | -1,222 | -8.1% | -$35.36万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $407.99万 | 1.12% | 120,564 | -16,690 | -12.2% | -$56.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $460.82万 | 1.26% | 61,028 | 7,471 | 13.9% | $56.41万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $489.19万 | 1.34% | 93,463 | 6,442 | 7.4% | $33.72万 | 加仓 |
| IAGG | ISHARES TR | $536.60万 | 1.47% | 106,047 | 13,400 | 14.5% | $67.80万 | 加仓 |
| IYW | ISHARES TR | $638.50万 | 1.75% | 25,314 | 948 | 3.9% | $23.91万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $726.30万 | 1.99% | 137,765 | 8,655 | 6.7% | $45.63万 | 加仓 |
| TLH | ISHARES TR | $732.74万 | 2.01% | 73,018 | 8,116 | 12.5% | $81.44万 | 加仓 |
| MBB | ISHARES TR | $805.37万 | 2.21% | 85,206 | 9,820 | 13.0% | $92.82万 | 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 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,142.70万 | 3.13% | 261,428 | 24,883 | 10.5% | $108.76万 | 加仓 |
| MTUM | ISHARES TR | $1,264.36万 | 3.47% | 36,880 | 2,423 | 7.0% | $83.07万 | 加仓 |
| IEMG | ISHARES INC | $1,705.78万 | 4.68% | 205,913 | 15,087 | 7.9% | $124.98万 | 加仓 |
| EFV | ISHARES TR | $1,817.72万 | 4.98% | 237,455 | 22,945 | 10.7% | $175.64万 | 加仓 |
| IVE | ISHARES TR | $1,895.33万 | 5.19% | 83,473 | 7,450 | 9.8% | $169.16万 | 加仓 |
| QUAL | ISHARES TR | $1,987.76万 | 5.45% | 90,588 | 7,508 | 9.0% | $164.75万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,558.94万 | 7.01% | 376,260 | 33,986 | 9.9% | $231.14万 | 加仓 |
| IVW | ISHARES TR | $2,595.20万 | 7.11% | 188,701 | 13,660 | 7.8% | $187.87万 | 加仓 |
| IUSB | ISHARES TR | $2,599.99万 | 7.13% | 563,378 | 72,051 | 14.7% | $332.52万 | 加仓 |
| IVV | ISHARES TR | $4,435.67万 | 12.16% | 59,230 | 4,652 | 8.5% | $348.38万 | 加仓 |