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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $34.34万 | 0.11% | 13,268 | 1,081 | 8.9% | $2.80万 | 加仓 |
| EFG | ISHARES TR | $33.47万 | 0.11% | 3,005 | -1,349 | -31.0% | -$15.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $33.29万 | 0.11% | 4,628 | 122 | 2.7% | $8,775 | 加仓 |
| ABBV | ABBVIE INC | $32.33万 | 0.11% | 1,486 | 2 | 0.1% | $435 | 加仓 |
| APP | APPLOVIN CORP | $31.72万 | 0.10% | 797 | 4 | 0.5% | $1,592 | 加仓 |
| LQD | ISHARES TR | $30.98万 | 0.10% | 2,842 | 134 | 4.9% | $1.46万 | 加仓 |
| AVGO | BROADCOM INC | $30.24万 | 0.10% | 977 | -13 | -1.3% | -$4,024 | 减仓 |
| VV | VANGUARD INDEX FDS | $29.97万 | 0.10% | 1,003 | 155 | 18.3% | $4.63万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $29.91万 | 0.10% | 4,988 | -491 | -9.0% | -$2.94万 | 减仓 |
| FOXA | FOX CORP | $29.46万 | 0.10% | 5,045 | -217 | -4.1% | -$1.27万 | 减仓 |
| KGC | KINROSS GOLD CORP | $29.38万 | 0.10% | 9,628 | 1,036 | 12.1% | $3.16万 | 加仓 |
| OEF | ISHARES TR | $29.11万 | 0.09% | 915 | -42,118 | -97.9% | -$1,340.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $28.92万 | 0.09% | 1,183 | 156 | 15.2% | $3.81万 | 加仓 |
| R | RYDER SYS INC | $27.80万 | 0.09% | 1,358 | -121 | -8.2% | -$2.48万 | 减仓 |
| IEUR | ISHARES TR | $27.71万 | 0.09% | 3,943 | -4 | -0.1% | -$281 | 减仓 |
| WLDN | WILLDAN GROUP INC | $27.26万 | 0.09% | 3,561 | 306 | 9.4% | $2.34万 | 加仓 |
| SUB | ISHARES TR | $25.41万 | 0.08% | 2,386 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.36万 | 0.08% | 1,187 | -12 | -1.0% | -$2,564 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.08% | 3,187 | 3,187 | — | $25.26万 | 新建仓 |
| ICVT | ISHARES TR | $25.15万 | 0.08% | 2,471 | -635 | -20.4% | -$6.46万 | 减仓 |
| IEFA | ISHARES TR | $24.11万 | 0.08% | 2,663 | 2,663 | — | $24.11万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.10万 | 0.08% | 871 | -85 | -8.9% | -$2.35万 | 减仓 |
| STT | STATE STR CORP | $24.07万 | 0.08% | 1,902 | -215 | -10.2% | -$2.72万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $24.01万 | 0.08% | 1,316 | -214 | -14.0% | -$3.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.51万 | 0.08% | 3,305 | -433 | -11.6% | -$3.08万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $23.48万 | 0.08% | 1,017 | -112 | -9.9% | -$2.59万 | 减仓 |
| POWL | POWELL INDS INC | $22.67万 | 0.07% | 419 | 419 | — | $22.67万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.43万 | 0.07% | 1,084 | 1,084 | — | $22.43万 | 新建仓 |
| DY | DYCOM INDS INC | $22.33万 | 0.07% | 659 | 659 | — | $22.33万 | 新建仓 |
| DGRO | ISHARES TR | $21.98万 | 0.07% | 3,132 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $21.93万 | 0.07% | 2,755 | -3,009 | -52.2% | -$23.95万 | 减仓 |
| VLO | VALERO ENERGY CORP | $21.79万 | 0.07% | 882 | 882 | — | $21.79万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.05万 | 0.07% | 862 | 862 | — | $21.05万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.40万 | 0.07% | 5,549 | -713 | -11.4% | -$2.62万 | 减仓 |
| 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 |