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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,565.07万 | 11.59% | 54,578 | 3,282 | 6.4% | $214.38万 | 加仓 |
| IUSB | ISHARES TR | $2,269.44万 | 7.38% | 491,327 | 54,134 | 12.4% | $250.05万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,991.35万 | 6.47% | 342,274 | 53,179 | 18.4% | $309.40万 | 加仓 |
| IVW | ISHARES TR | $1,979.88万 | 6.44% | 175,041 | 11,997 | 7.4% | $135.70万 | 加仓 |
| IVE | ISHARES TR | $1,605.23万 | 5.22% | 76,023 | 1,381 | 1.9% | $29.16万 | 加仓 |
| EFV | ISHARES TR | $1,594.88万 | 5.18% | 214,510 | 10,377 | 5.1% | $77.15万 | 加仓 |
| QUAL | ISHARES TR | $1,593.57万 | 5.18% | 83,080 | 411 | 0.5% | $7.88万 | 加仓 |
| IEMG | ISHARES INC | $1,331.01万 | 4.33% | 190,826 | 21,649 | 12.8% | $151.00万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $836.66万 | 2.72% | 236,545 | 236,545 | — | $836.66万 | 新建仓 |
| MTUM | ISHARES TR | $826.94万 | 2.69% | 34,457 | 8,254 | 31.5% | $198.09万 | 加仓 |
| MBB | ISHARES TR | $715.79万 | 2.33% | 75,386 | 6,715 | 9.8% | $63.76万 | 加仓 |
| TLH | ISHARES TR | $653.69万 | 2.13% | 64,902 | 7,149 | 12.4% | $72.00万 | 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 |
| IAU | ISHARES GOLD TR | $472.16万 | 1.53% | 53,557 | 8,018 | 17.6% | $70.69万 | 加仓 |
| IAGG | ISHARES TR | $463.61万 | 1.51% | 92,647 | 10,837 | 13.2% | $54.23万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $451.90万 | 1.47% | 87,021 | 11,543 | 15.3% | $59.94万 | 加仓 |
| IYW | ISHARES TR | $442.05万 | 1.44% | 24,366 | -15,780 | -39.3% | -$286.28万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $425.42万 | 1.38% | 129,110 | 119,516 | 1,245.7% | $393.81万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $399.82万 | 1.30% | 137,254 | -15,319 | -10.0% | -$44.62万 | 减仓 |
| AAPL | APPLE INC | $381.27万 | 1.24% | 15,023 | 1,227 | 8.9% | $31.14万 | 加仓 |
| LLY | ELI LILLY & CO | $322.14万 | 1.05% | 3,502 | 2,322 | 196.8% | $213.60万 | 加仓 |
| STIP | ISHARES TR | $296.56万 | 0.96% | 28,673 | 2,831 | 11.0% | $29.28万 | 加仓 |
| BOXX | EA SERIES TRUST | $270.48万 | 0.88% | 23,259 | 4,930 | 26.9% | $57.33万 | 加仓 |
| GOOGL | ALPHABET INC | $216.59万 | 0.70% | 7,532 | 156 | 2.1% | $4.49万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $202.92万 | 0.66% | 6,714 | -152 | -2.2% | -$4.59万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $189.30万 | 0.62% | 38,024 | 4,019 | 11.8% | $20.01万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $175.48万 | 0.57% | 70,900 | -6,617 | -8.5% | -$16.38万 | 减仓 |
| CRM | SALESFORCE INC | $174.05万 | 0.57% | 9,324 | 315 | 3.5% | $5.88万 | 加仓 |
| ITOT | ISHARES TR | $165.33万 | 0.54% | 11,608 | 3,611 | 45.2% | $51.43万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $163.21万 | 0.53% | 49,532 | -1,481 | -2.9% | -$4.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $162.21万 | 0.53% | 9,301 | 335 | 3.7% | $5.84万 | 加仓 |
| EMB | ISHARES TR | $155.08万 | 0.50% | 16,510 | 1,429 | 9.5% | $13.42万 | 加仓 |
| WMT | WALMART INC | $153.31万 | 0.50% | 12,336 | 396 | 3.3% | $4.92万 | 加仓 |
| AMZN | AMAZON COM INC | $143.25万 | 0.47% | 6,878 | 143 | 2.1% | $2.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.71万 | 0.46% | 2,978 | 32 | 1.1% | $1.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $133.71万 | 0.43% | 1,342 | 7 | 0.5% | $6,974 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $133.19万 | 0.43% | 43,412 | 43,412 | — | $133.19万 | 新建仓 |
| MSFT | MICROSOFT CORP | $133.16万 | 0.43% | 3,597 | 177 | 5.2% | $6.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $127.68万 | 0.42% | 3,980 | -104 | -2.5% | -$3.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $126.92万 | 0.41% | 4,315 | 158 | 3.8% | $4.65万 | 加仓 |
| FDX | FEDEX CORP | $119.82万 | 0.39% | 3,364 | -173 | -4.9% | -$6.16万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $118.11万 | 0.38% | 2,900 | 178 | 6.5% | $7.25万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $110.40万 | 0.36% | 3,375 | -129 | -3.7% | -$4.22万 | 减仓 |
| DAL | DELTA AIR LINES INC | $108.62万 | 0.35% | 16,339 | -1,209 | -6.9% | -$8.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $107.05万 | 0.35% | 5,456 | -396 | -6.8% | -$7.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $106.34万 | 0.35% | 1,257 | 18 | 1.5% | $1.52万 | 加仓 |
| KO | COCA COLA CO | $102.20万 | 0.33% | 13,439 | -698 | -4.9% | -$5.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $95.41万 | 0.31% | 3,154 | -75 | -2.3% | -$2.27万 | 减仓 |
| — | TIDAL TRUST I | $95.22万 | 0.31% | 14,762 | 14,762 | — | $95.22万 | 新建仓 |
| NFLX | NETFLIX INC. | $90.97万 | 0.30% | 9,461 | 135 | 1.4% | $1.30万 | 加仓 |
| BLK | BLACKROCK INC | $89.35万 | 0.29% | 929 | -23 | -2.4% | -$2.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.08万 | 0.28% | 5,890 | 501 | 9.3% | $7.24万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $82.75万 | 0.27% | 34,039 | -1,112 | -3.2% | -$2.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $81.22万 | 0.26% | 1,359 | 1,359 | — | $81.22万 | 新建仓 |
| HD | HOME DEPOT INC | $76.01万 | 0.25% | 2,311 | -59 | -2.5% | -$1.94万 | 减仓 |
| CLS | CELESTICA INC | $73.97万 | 0.24% | 2,626 | 47 | 1.8% | $1.32万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $69.06万 | 0.22% | 14,668 | 14,668 | — | $69.06万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.13万 | 0.22% | 1,032 | -103 | -9.1% | -$6.70万 | 减仓 |
| QQQ | INVESCO QQQ TR | $66.70万 | 0.22% | 1,156 | 308 | 36.3% | $17.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $66.34万 | 0.22% | 25,874 | 365 | 1.4% | $9,359 | 加仓 |
| VBR | VANGUARD INDEX FDS | $65.68万 | 0.21% | 3,023 | -41 | -1.3% | -$8,908 | 减仓 |
| SBUX | STARBUCKS CORP | $61.17万 | 0.20% | 6,828 | 637 | 10.3% | $5.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $60.34万 | 0.20% | 1,786 | 71 | 4.1% | $2.40万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $59.41万 | 0.19% | 8,735 | -11 | -0.1% | -$748 | 减仓 |
| SKOR | FLEXSHARES TR | $59.14万 | 0.19% | 12,164 | -76 | -0.6% | -$3,695 | 减仓 |
| DIS | DISNEY WALT CO | $58.59万 | 0.19% | 6,079 | -232 | -3.7% | -$2.24万 | 减仓 |
| NKE | NIKE INC | $58.17万 | 0.19% | 11,013 | -371 | -3.3% | -$1.96万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $57.51万 | 0.19% | 23,329 | -2,702 | -10.4% | -$6.66万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $55.74万 | 0.18% | 12,218 | 12,218 | — | $55.74万 | 新建仓 |
| SSRM | SSR MINING IN | $54.95万 | 0.18% | 18,707 | 1,181 | 6.7% | $3.47万 | 加仓 |
| TSLA | TESLA INC | $52.24万 | 0.17% | 1,405 | 47 | 3.5% | $1.75万 | 加仓 |
| — | EXXON MOBIL CORP | $51.98万 | 0.17% | 3,064 | 184 | 6.4% | $3.12万 | 加仓 |
| EZPW | EZCORP INC | $51.36万 | 0.17% | 20,238 | 1,227 | 6.5% | $3.11万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $50.84万 | 0.17% | 5,732 | -436 | -7.1% | -$3.87万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $48.40万 | 0.16% | 20,543 | 1,085 | 5.6% | $2.56万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $48.08万 | 0.16% | 4,935 | 372 | 8.2% | $3.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $48.00万 | 0.16% | 1,099 | 1,099 | — | $48.00万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $47.67万 | 0.15% | 10,579 | 788 | 8.0% | $3.55万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $46.02万 | 0.15% | 3,463 | 485 | 16.3% | $6.45万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $44.61万 | 0.15% | 6,534 | 96 | 1.5% | $6,555 | 加仓 |
| ALL | ALLSTATE CORP | $44.40万 | 0.14% | 2,141 | 98 | 4.8% | $2.03万 | 加仓 |
| VST | VISTRA CORP | $43.91万 | 0.14% | 2,921 | -384 | -11.6% | -$5.77万 | 减仓 |
| MFC | MANULIFE FINL CORP | $43.24万 | 0.14% | 12,555 | 373 | 3.1% | $1.28万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $41.82万 | 0.14% | 2,109 | 285 | 15.6% | $5.65万 | 加仓 |
| GM | GENERAL MTRS CO | $41.30万 | 0.13% | 5,543 | -499 | -8.3% | -$3.72万 | 减仓 |
| GOVT | ISHARES TR | $40.70万 | 0.13% | 17,766 | 2,531 | 16.6% | $5.80万 | 加仓 |
| FRDM | EA SERIES TRUST | $38.94万 | 0.13% | 7,126 | -749 | -9.5% | -$4.09万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $38.62万 | 0.13% | 21,219 | 1,726 | 8.9% | $3.14万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.19万 | 0.12% | 4,068 | 284 | 7.5% | $2.67万 | 加仓 |
| GOOG | ALPHABET INC | $38.10万 | 0.12% | 1,328 | 180 | 15.7% | $5.16万 | 加仓 |
| CVSA | COVISTA INC | $37.68万 | 0.12% | 3,269 | 352 | 12.1% | $4.06万 | 加仓 |
| IJR | ISHARES TR | $37.65万 | 0.12% | 3,029 | 3,029 | — | $37.65万 | 新建仓 |
| TWLO | TWILIO INC | $37.51万 | 0.12% | 2,981 | 226 | 8.2% | $2.84万 | 加仓 |
| CDE | COEUR MNG INC | $37.22万 | 0.12% | 19,828 | 1,585 | 8.7% | $2.98万 | 加仓 |
| MUB | ISHARES TR | $36.86万 | 0.12% | 3,472 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $35.89万 | 0.12% | 3,908 | 113 | 3.0% | $1.04万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.66万 | 0.12% | 7,046 | 126 | 1.8% | $6,377 | 加仓 |
| EAT | BRINKER INTL INC | $35.39万 | 0.12% | 2,479 | 197 | 8.6% | $2.81万 | 加仓 |
| META | META PLATFORMS INC | $35.00万 | 0.11% | 612 | 47 | 8.3% | $2.69万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $34.52万 | 0.11% | 6,993 | 291 | 4.3% | $1.44万 | 加仓 |