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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $34.56万 | 0.09% | 4,932 | -56 | -1.1% | -$3,924 | 减仓 |
| OEF | ISHARES TR | $33.67万 | 0.09% | 920 | 5 | 0.5% | $1,830 | 加仓 |
| VV | VANGUARD INDEX FDS | $32.88万 | 0.09% | 956 | -47 | -4.7% | -$1.62万 | 减仓 |
| NEXA | NEXA RES S A | $32.54万 | 0.09% | 26,586 | 26,586 | — | $32.54万 | 新建仓 |
| ICVT | ISHARES TR | $31.80万 | 0.09% | 2,612 | 141 | 5.7% | $1.72万 | 加仓 |
| NKE | NIKE INC | $30.84万 | 0.08% | 7,512 | -3,501 | -31.8% | -$14.37万 | 减仓 |
| R | RYDER SYS INC | $30.25万 | 0.08% | 1,147 | -211 | -15.5% | -$5.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.51万 | 0.08% | 1,162 | -21 | -1.8% | -$5,333 | 减仓 |
| WFC | WELLS FARGO & CO | $28.56万 | 0.08% | 3,456 | 701 | 25.4% | $5.79万 | 加仓 |
| STT | STATE STR CORP | $27.17万 | 0.07% | 1,602 | -300 | -15.8% | -$5.09万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.17万 | 0.07% | 1,426 | -2,037 | -58.8% | -$38.81万 | 减仓 |
| EMXC | ISHARES INC | $24.77万 | 0.07% | 2,421 | -709 | -22.7% | -$7.25万 | 重新持有 |
| AMG | AFFILIATED MANAGERS GROUP | $24.74万 | 0.07% | 731 | -140 | -16.1% | -$4.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.47万 | 0.07% | 2,972 | -333 | -10.1% | -$2.74万 | 减仓 |
| DGRO | ISHARES TR | $23.74万 | 0.07% | 3,132 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $22.71万 | 0.06% | 1,401 | 1,401 | — | $22.71万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $22.59万 | 0.06% | 8,696 | -14,633 | -62.7% | -$38.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.16万 | 0.06% | 6,989 | -36,423 | -83.9% | -$115.49万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $21.90万 | 0.06% | 856 | -161 | -15.8% | -$4.12万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $21.87万 | 0.06% | 1,090 | -226 | -17.2% | -$4.53万 | 减仓 |
| GE | GE AEROSPACE | $21.23万 | 0.06% | 568 | 568 | — | $21.23万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.88万 | 0.06% | 5,004 | -545 | -9.8% | -$2.27万 | 减仓 |
| CAT | CATERPILLAR INC | $20.54万 | 0.06% | 193 | 193 | — | $20.54万 | 新建仓 |
| JBL | JABIL INC | $20.32万 | 0.06% | 527 | 527 | — | $20.32万 | 新建仓 |
| TGT | TARGET CORP | $20.13万 | 0.06% | 1,541 | 1,541 | — | $20.13万 | 新建仓 |
| — | 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 |