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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,716 | -100.0% | -$32.41万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -5,116 | -100.0% | -$31.96万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -7,889 | -100.0% | -$30.42万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,439 | -100.0% | -$28.05万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,473 | -100.0% | -$22.85万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -4,383 | -100.0% | -$20.89万 | 清仓 |
| AMRC | AMERESCO INC | $0 | 0.00% | 0 | -6,983 | -100.0% | -$20.45万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $20.40万 | 0.07% | 5,549 | -713 | -11.4% | -$2.62万 | 减仓 |
| MPC | MARATHON PETE CORP | $21.05万 | 0.07% | 862 | 862 | — | $21.05万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.79万 | 0.07% | 882 | 882 | — | $21.79万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.93万 | 0.07% | 2,755 | -3,009 | -52.2% | -$23.95万 | 减仓 |
| DGRO | ISHARES TR | $21.98万 | 0.07% | 3,132 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $22.33万 | 0.07% | 659 | 659 | — | $22.33万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.43万 | 0.07% | 1,084 | 1,084 | — | $22.43万 | 新建仓 |
| POWL | POWELL INDS INC | $22.67万 | 0.07% | 419 | 419 | — | $22.67万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $23.48万 | 0.08% | 1,017 | -112 | -9.9% | -$2.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.51万 | 0.08% | 3,305 | -433 | -11.6% | -$3.08万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $24.01万 | 0.08% | 1,316 | -214 | -14.0% | -$3.90万 | 减仓 |
| STT | STATE STR CORP | $24.07万 | 0.08% | 1,902 | -215 | -10.2% | -$2.72万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.10万 | 0.08% | 871 | -85 | -8.9% | -$2.35万 | 减仓 |
| IEFA | ISHARES TR | $24.11万 | 0.08% | 2,663 | 2,663 | — | $24.11万 | 新建仓 |
| ICVT | ISHARES TR | $25.15万 | 0.08% | 2,471 | -635 | -20.4% | -$6.46万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.08% | 3,187 | 3,187 | — | $25.26万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $25.36万 | 0.08% | 1,187 | -12 | -1.0% | -$2,564 | 减仓 |
| SUB | ISHARES TR | $25.41万 | 0.08% | 2,386 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $27.26万 | 0.09% | 3,561 | 306 | 9.4% | $2.34万 | 加仓 |
| IEUR | ISHARES TR | $27.71万 | 0.09% | 3,943 | -4 | -0.1% | -$281 | 减仓 |
| R | RYDER SYS INC | $27.80万 | 0.09% | 1,358 | -121 | -8.2% | -$2.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $28.92万 | 0.09% | 1,183 | 156 | 15.2% | $3.81万 | 加仓 |
| OEF | ISHARES TR | $29.11万 | 0.09% | 915 | -42,118 | -97.9% | -$1,340.10万 | 减仓 |
| KGC | KINROSS GOLD CORP | $29.38万 | 0.10% | 9,628 | 1,036 | 12.1% | $3.16万 | 加仓 |
| FOXA | FOX CORP | $29.46万 | 0.10% | 5,045 | -217 | -4.1% | -$1.27万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $29.91万 | 0.10% | 4,988 | -491 | -9.0% | -$2.94万 | 减仓 |
| VV | VANGUARD INDEX FDS | $29.97万 | 0.10% | 1,003 | 155 | 18.3% | $4.63万 | 加仓 |
| AVGO | BROADCOM INC | $30.24万 | 0.10% | 977 | -13 | -1.3% | -$4,024 | 减仓 |
| LQD | ISHARES TR | $30.98万 | 0.10% | 2,842 | 134 | 4.9% | $1.46万 | 加仓 |
| APP | APPLOVIN CORP | $31.72万 | 0.10% | 797 | 4 | 0.5% | $1,592 | 加仓 |
| ABBV | ABBVIE INC | $32.33万 | 0.11% | 1,486 | 2 | 0.1% | $435 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $33.29万 | 0.11% | 4,628 | 122 | 2.7% | $8,775 | 加仓 |
| EFG | ISHARES TR | $33.47万 | 0.11% | 3,005 | -1,349 | -31.0% | -$15.02万 | 减仓 |
| CCL | CARNIVAL CORP | $34.34万 | 0.11% | 13,268 | 1,081 | 8.9% | $2.80万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $34.52万 | 0.11% | 6,993 | 291 | 4.3% | $1.44万 | 加仓 |
| META | META PLATFORMS INC | $35.00万 | 0.11% | 612 | 47 | 8.3% | $2.69万 | 加仓 |
| EAT | BRINKER INTL INC | $35.39万 | 0.12% | 2,479 | 197 | 8.6% | $2.81万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.66万 | 0.12% | 7,046 | 126 | 1.8% | $6,377 | 加仓 |
| SKYW | SKYWEST INC | $35.89万 | 0.12% | 3,908 | 113 | 3.0% | $1.04万 | 加仓 |
| MUB | ISHARES TR | $36.86万 | 0.12% | 3,472 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $37.22万 | 0.12% | 19,828 | 1,585 | 8.7% | $2.98万 | 加仓 |
| TWLO | TWILIO INC | $37.51万 | 0.12% | 2,981 | 226 | 8.2% | $2.84万 | 加仓 |
| IJR | ISHARES TR | $37.65万 | 0.12% | 3,029 | 3,029 | — | $37.65万 | 新建仓 |
| CVSA | COVISTA INC | $37.68万 | 0.12% | 3,269 | 352 | 12.1% | $4.06万 | 加仓 |
| GOOG | ALPHABET INC | $38.10万 | 0.12% | 1,328 | 180 | 15.7% | $5.16万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.19万 | 0.12% | 4,068 | 284 | 7.5% | $2.67万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $38.62万 | 0.13% | 21,219 | 1,726 | 8.9% | $3.14万 | 加仓 |
| FRDM | EA SERIES TRUST | $38.94万 | 0.13% | 7,126 | -749 | -9.5% | -$4.09万 | 减仓 |
| GOVT | ISHARES TR | $40.70万 | 0.13% | 17,766 | 2,531 | 16.6% | $5.80万 | 加仓 |
| GM | GENERAL MTRS CO | $41.30万 | 0.13% | 5,543 | -499 | -8.3% | -$3.72万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $41.82万 | 0.14% | 2,109 | 285 | 15.6% | $5.65万 | 加仓 |
| MFC | MANULIFE FINL CORP | $43.24万 | 0.14% | 12,555 | 373 | 3.1% | $1.28万 | 加仓 |
| VST | VISTRA CORP | $43.91万 | 0.14% | 2,921 | -384 | -11.6% | -$5.77万 | 减仓 |
| ALL | ALLSTATE CORP | $44.40万 | 0.14% | 2,141 | 98 | 4.8% | $2.03万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $44.61万 | 0.15% | 6,534 | 96 | 1.5% | $6,555 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $46.02万 | 0.15% | 3,463 | 485 | 16.3% | $6.45万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $47.67万 | 0.15% | 10,579 | 788 | 8.0% | $3.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $48.00万 | 0.16% | 1,099 | 1,099 | — | $48.00万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $48.08万 | 0.16% | 4,935 | 372 | 8.2% | $3.62万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $48.40万 | 0.16% | 20,543 | 1,085 | 5.6% | $2.56万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $50.84万 | 0.17% | 5,732 | -436 | -7.1% | -$3.87万 | 减仓 |
| EZPW | EZCORP INC | $51.36万 | 0.17% | 20,238 | 1,227 | 6.5% | $3.11万 | 加仓 |
| — | EXXON MOBIL CORP | $51.98万 | 0.17% | 3,064 | 184 | 6.4% | $3.12万 | 加仓 |
| TSLA | TESLA INC | $52.24万 | 0.17% | 1,405 | 47 | 3.5% | $1.75万 | 加仓 |
| SSRM | SSR MINING IN | $54.95万 | 0.18% | 18,707 | 1,181 | 6.7% | $3.47万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $55.74万 | 0.18% | 12,218 | 12,218 | — | $55.74万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $57.51万 | 0.19% | 23,329 | -2,702 | -10.4% | -$6.66万 | 减仓 |
| NKE | NIKE INC | $58.17万 | 0.19% | 11,013 | -371 | -3.3% | -$1.96万 | 减仓 |
| DIS | DISNEY WALT CO | $58.59万 | 0.19% | 6,079 | -232 | -3.7% | -$2.24万 | 减仓 |
| SKOR | FLEXSHARES TR | $59.14万 | 0.19% | 12,164 | -76 | -0.6% | -$3,695 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $59.41万 | 0.19% | 8,735 | -11 | -0.1% | -$748 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $60.34万 | 0.20% | 1,786 | 71 | 4.1% | $2.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $61.17万 | 0.20% | 6,828 | 637 | 10.3% | $5.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $65.68万 | 0.21% | 3,023 | -41 | -1.3% | -$8,908 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $66.34万 | 0.22% | 25,874 | 365 | 1.4% | $9,359 | 加仓 |
| QQQ | INVESCO QQQ TR | $66.70万 | 0.22% | 1,156 | 308 | 36.3% | $17.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.13万 | 0.22% | 1,032 | -103 | -9.1% | -$6.70万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $69.06万 | 0.22% | 14,668 | 14,668 | — | $69.06万 | 新建仓 |
| CLS | CELESTICA INC | $73.97万 | 0.24% | 2,626 | 47 | 1.8% | $1.32万 | 加仓 |
| HD | HOME DEPOT INC | $76.01万 | 0.25% | 2,311 | -59 | -2.5% | -$1.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $81.22万 | 0.26% | 1,359 | 1,359 | — | $81.22万 | 新建仓 |
| BDYN | BLACKROCK ETF TRUST | $82.75万 | 0.27% | 34,039 | -1,112 | -3.2% | -$2.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.08万 | 0.28% | 5,890 | 501 | 9.3% | $7.24万 | 加仓 |
| BLK | BLACKROCK INC | $89.35万 | 0.29% | 929 | -23 | -2.4% | -$2.21万 | 减仓 |
| NFLX | NETFLIX INC. | $90.97万 | 0.30% | 9,461 | 135 | 1.4% | $1.30万 | 加仓 |
| — | TIDAL TRUST I | $95.22万 | 0.31% | 14,762 | 14,762 | — | $95.22万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $95.41万 | 0.31% | 3,154 | -75 | -2.3% | -$2.27万 | 减仓 |
| KO | COCA COLA CO | $102.20万 | 0.33% | 13,439 | -698 | -4.9% | -$5.31万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $106.34万 | 0.35% | 1,257 | 18 | 1.5% | $1.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $107.05万 | 0.35% | 5,456 | -396 | -6.8% | -$7.77万 | 减仓 |
| DAL | DELTA AIR LINES INC | $108.62万 | 0.35% | 16,339 | -1,209 | -6.9% | -$8.04万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $110.40万 | 0.36% | 3,375 | -129 | -3.7% | -$4.22万 | 减仓 |