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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -14,762 | -100.0% | -$95.22万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,359 | -100.0% | -$81.22万 | 清仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,668 | -100.0% | -$69.06万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -12,218 | -100.0% | -$55.74万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -20,543 | -100.0% | -$48.40万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -6,594 | -100.0% | -$48.00万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,109 | -100.0% | -$41.82万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -3,029 | -100.0% | -$37.65万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -3,472 | -100.0% | -$36.86万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -3,908 | -100.0% | -$35.89万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,993 | -100.0% | -$34.52万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -13,268 | -100.0% | -$34.34万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,842 | -100.0% | -$30.98万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -5,045 | -100.0% | -$29.46万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -3,943 | -100.0% | -$27.71万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -3,561 | -100.0% | -$27.26万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -2,386 | -100.0% | -$25.41万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,187 | -100.0% | -$25.26万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,663 | -100.0% | -$24.11万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,084 | -100.0% | -$22.43万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -882 | -100.0% | -$21.79万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -862 | -100.0% | -$21.05万 | 清仓 |
| TGT | TARGET CORP | $20.13万 | 0.06% | 1,541 | 1,541 | — | $20.13万 | 新建仓 |
| JBL | JABIL INC | $20.32万 | 0.06% | 527 | 527 | — | $20.32万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.54万 | 0.06% | 193 | 193 | — | $20.54万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.88万 | 0.06% | 5,004 | -545 | -9.8% | -$2.27万 | 减仓 |
| GE | GE AEROSPACE | $21.23万 | 0.06% | 568 | 568 | — | $21.23万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.87万 | 0.06% | 1,090 | -226 | -17.2% | -$4.53万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $21.90万 | 0.06% | 856 | -161 | -15.8% | -$4.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.16万 | 0.06% | 6,989 | -36,423 | -83.9% | -$115.49万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $22.59万 | 0.06% | 8,696 | -14,633 | -62.7% | -$38.01万 | 减仓 |
| FLEX | FLEX LTD | $22.71万 | 0.06% | 1,401 | 1,401 | — | $22.71万 | 新建仓 |
| DGRO | ISHARES TR | $23.74万 | 0.07% | 3,132 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $24.47万 | 0.07% | 2,972 | -333 | -10.1% | -$2.74万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.74万 | 0.07% | 731 | -140 | -16.1% | -$4.74万 | 减仓 |
| EMXC | ISHARES INC | $24.77万 | 0.07% | 2,421 | -709 | -22.7% | -$7.25万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $27.17万 | 0.07% | 1,426 | -2,037 | -58.8% | -$38.81万 | 减仓 |
| STT | STATE STR CORP | $27.17万 | 0.07% | 1,602 | -300 | -15.8% | -$5.09万 | 减仓 |
| WFC | WELLS FARGO & CO | $28.56万 | 0.08% | 3,456 | 701 | 25.4% | $5.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.51万 | 0.08% | 1,162 | -21 | -1.8% | -$5,333 | 减仓 |
| R | RYDER SYS INC | $30.25万 | 0.08% | 1,147 | -211 | -15.5% | -$5.57万 | 减仓 |
| NKE | NIKE INC | $30.84万 | 0.08% | 7,512 | -3,501 | -31.8% | -$14.37万 | 减仓 |
| ICVT | ISHARES TR | $31.80万 | 0.09% | 2,612 | 141 | 5.7% | $1.72万 | 加仓 |
| NEXA | NEXA RES S A | $32.54万 | 0.09% | 26,586 | 26,586 | — | $32.54万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $32.88万 | 0.09% | 956 | -47 | -4.7% | -$1.62万 | 减仓 |
| OEF | ISHARES TR | $33.67万 | 0.09% | 920 | 5 | 0.5% | $1,830 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $34.56万 | 0.09% | 4,932 | -56 | -1.1% | -$3,924 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.56万 | 0.09% | 6,834 | -212 | -3.0% | -$1.07万 | 减仓 |
| GM | GENERAL MTRS CO | $35.04万 | 0.10% | 4,546 | -997 | -18.0% | -$7.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.61万 | 0.10% | 613 | 613 | — | $35.61万 | 新建仓 |
| POWL | POWELL INDS INC | $36.00万 | 0.10% | 1,257 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $36.07万 | 0.10% | 2,899 | -106 | -3.5% | -$1.32万 | 减仓 |
| ABBV | ABBVIE INC | $36.77万 | 0.10% | 1,461 | -25 | -1.7% | -$6,292 | 减仓 |
| DIS | DISNEY WALT CO | $38.48万 | 0.11% | 3,998 | -2,081 | -34.2% | -$20.03万 | 减仓 |
| VST | VISTRA CORP | $39.01万 | 0.11% | 2,459 | -462 | -15.8% | -$7.33万 | 减仓 |
| — | EXXON MOBIL CORP | $40.10万 | 0.11% | 2,933 | -131 | -4.3% | -$1.79万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $40.56万 | 0.11% | 5,004 | -1,530 | -23.4% | -$12.40万 | 减仓 |
| APP | APPLOVIN CORP | $40.65万 | 0.11% | 789 | -8 | -1.0% | -$4,122 | 减仓 |
| KGC | KINROSS GOLD CORP | $41.09万 | 0.11% | 17,396 | 7,768 | 80.7% | $18.35万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $41.92万 | 0.11% | 15,111 | -18,928 | -55.6% | -$52.51万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.44万 | 0.12% | 587 | 587 | — | $42.44万 | 新建仓 |
| GOVT | ISHARES TR | $42.89万 | 0.12% | 18,826 | 1,060 | 6.0% | $2.41万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.70万 | 0.12% | 14,850 | -11,024 | -42.6% | -$32.44万 | 减仓 |
| GOOG | ALPHABET INC | $44.10万 | 0.12% | 1,248 | -80 | -6.0% | -$2.83万 | 减仓 |
| META | META PLATFORMS INC | $44.55万 | 0.12% | 791 | 179 | 29.2% | $10.08万 | 加仓 |
| INTC | INTEL CORP | $45.73万 | 0.13% | 3,275 | 3,275 | — | $45.73万 | 新建仓 |
| SBUX | STARBUCKS CORP | $46.16万 | 0.13% | 4,518 | -2,310 | -33.8% | -$23.60万 | 减仓 |
| AVGO | BROADCOM INC | $48.31万 | 0.13% | 1,279 | 302 | 30.9% | $11.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.34万 | 0.14% | 670 | -486 | -42.0% | -$35.79万 | 减仓 |
| CDE | COEUR MNG INC | $49.59万 | 0.14% | 30,383 | 10,555 | 53.2% | $17.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.29万 | 0.14% | 673 | -359 | -34.8% | -$26.82万 | 减仓 |
| FRDM | EA SERIES TRUST | $50.92万 | 0.14% | 6,985 | -141 | -2.0% | -$1.03万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $52.74万 | 0.14% | 41,270 | 20,051 | 94.5% | $25.63万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $53.00万 | 0.15% | 1,223 | 36 | 3.0% | $1.56万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $53.01万 | 0.15% | 5,497 | -235 | -4.1% | -$2.27万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $53.33万 | 0.15% | 7,390 | 2,762 | 59.7% | $19.93万 | 加仓 |
| NFLX | NETFLIX INC. | $55.75万 | 0.15% | 7,808 | -1,653 | -17.5% | -$11.80万 | 减仓 |
| SKOR | FLEXSHARES TR | $57.63万 | 0.16% | 11,872 | -292 | -2.4% | -$1.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.36万 | 0.16% | 4,048 | -1,842 | -31.3% | -$27.01万 | 减仓 |
| TSLA | TESLA INC | $59.53万 | 0.16% | 1,415 | 10 | 0.7% | $4,207 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $59.81万 | 0.16% | 697 | 697 | — | $59.81万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $59.99万 | 0.16% | 20,998 | 20,998 | — | $59.99万 | 新建仓 |
| DY | DYCOM INDS INC | $60.72万 | 0.17% | 1,201 | 542 | 82.2% | $27.40万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $61.33万 | 0.17% | 10,936 | 10,936 | — | $61.33万 | 新建仓 |
| HD | HOME DEPOT INC | $62.53万 | 0.17% | 1,773 | -538 | -23.3% | -$18.97万 | 减仓 |
| CVSA | COVISTA INC | $63.38万 | 0.17% | 5,084 | 1,815 | 55.5% | $22.63万 | 加仓 |
| EAT | BRINKER INTL INC | $66.65万 | 0.18% | 3,967 | 1,488 | 60.0% | $25.00万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $67.50万 | 0.18% | 14,779 | 4,200 | 39.7% | $19.18万 | 加仓 |
| BLK | BLACKROCK INC | $69.73万 | 0.19% | 725 | -204 | -22.0% | -$19.62万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $71.46万 | 0.20% | 2,941 | -82 | -2.7% | -$1.99万 | 减仓 |
| SSRM | SSR MINING IN | $71.93万 | 0.20% | 25,436 | 6,729 | 36.0% | $19.03万 | 加仓 |
| MFC | MANULIFE FINL CORP | $73.72万 | 0.20% | 18,198 | 5,643 | 44.9% | $22.86万 | 加仓 |
| ALL | ALLSTATE CORP | $76.70万 | 0.21% | 3,223 | 1,082 | 50.5% | $25.75万 | 加仓 |
| FDX | FEDEX CORP | $76.94万 | 0.21% | 2,457 | -907 | -27.0% | -$28.40万 | 减仓 |
| TWLO | TWILIO INC | $84.62万 | 0.23% | 4,101 | 1,120 | 37.6% | $23.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $84.71万 | 0.23% | 2,504 | -650 | -20.6% | -$21.99万 | 减仓 |
| KO | COCA COLA CO | $86.47万 | 0.24% | 10,640 | -2,799 | -20.8% | -$22.75万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $87.12万 | 0.24% | 11,456 | 2,721 | 31.2% | $20.69万 | 加仓 |
| EZPW | EZCORP INC | $91.71万 | 0.25% | 26,528 | 6,290 | 31.1% | $21.74万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $95.26万 | 0.26% | 2,570 | -805 | -23.9% | -$29.84万 | 减仓 |