Elevation Wealth Management LLC
EDEN PRAIRIE MN · SEC CIK 0002093518
$1.09亿2026Q1 申报市值
137持仓数
37.2%前十大占比 · 第一大 7.0%
16 / 10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
MSFT 加仓+$171.05万
AMZN 加仓+$133.13万
GOOGL 加仓+$132.59万
GOOG 加仓+$127.86万
NVDA 加仓+$109.40万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$54.95万
BBIN 减仓-$49.01万
FSTA 清仓-$39.58万
SPY 减仓-$36.95万
IWD 减仓-$34.67万
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 |
|---|---|---|---|---|---|---|---|---|
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,047 | -100.0% | -$39.58万 | 清仓 |
| FDEM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -10,495 | -100.0% | -$32.41万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -862 | -100.0% | -$29.58万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,783 | -100.0% | -$28.35万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -5,539 | -100.0% | -$26.64万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,352 | -100.0% | -$25.10万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,257 | -100.0% | -$22.55万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,022 | -100.0% | -$22.03万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,659 | -100.0% | -$21.93万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,742 | -100.0% | -$20.10万 | 清仓 |
| IGRO | ISHARES TR | $20.20万 | 0.19% | 2,409 | 2,409 | — | $20.20万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.31万 | 0.19% | 2,050 | 2,050 | — | $20.31万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $20.54万 | 0.19% | 5,795 | 5,795 | — | $20.54万 | 新建仓 |
| LIN | LINDE PLC | $20.65万 | 0.19% | 417 | 417 | — | $20.65万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $20.66万 | 0.19% | 6,270 | 6,270 | — | $20.66万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $20.69万 | 0.19% | 4,282 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $20.72万 | 0.19% | 2,350 | -415 | -15.0% | -$3.66万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.73万 | 0.19% | 652 | 652 | — | $20.73万 | 新建仓 |
| AMZN | AMAZON COM INC 看跌期权 | $20.83万 | 0.19% | 1,000 | 1,000 | — | $20.83万 | 新建仓 |
| BLK | BLACKROCK INC | $21.00万 | 0.19% | 218 | 218 | — | $21.00万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $21.37万 | 0.20% | 8,671 | -560 | -6.1% | -$1.38万 | 减仓 |
| TBIL | RBB FD INC | $21.39万 | 0.20% | 4,291 | -4 | -0.1% | -$199 | 减仓 |
| GLDM | WORLD GOLD TR | $21.49万 | 0.20% | 2,319 | -302 | -11.5% | -$2.80万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.57万 | 0.20% | 529 | 529 | — | $21.57万 | 新建仓 |
| IWR | ISHARES TR | $21.66万 | 0.20% | 2,228 | -24 | -1.1% | -$2,333 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.09万 | 0.20% | 1,510 | 239 | 18.8% | $3.50万 | 加仓 |
| COWZ | PACER FDS TR | $22.11万 | 0.20% | 3,534 | 3,534 | — | $22.11万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $22.29万 | 0.20% | 3,027 | -738 | -19.6% | -$5.43万 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $22.52万 | 0.21% | 3,001 | -46 | -1.5% | -$3,453 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.53万 | 0.21% | 8,789 | -1,840 | -17.3% | -$4.72万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.98万 | 0.21% | 4,696 | -47 | -1.0% | -$2,300 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $23.10万 | 0.21% | 4,728 | 4,728 | — | $23.10万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $23.15万 | 0.21% | 6,391 | 260 | 4.2% | $9,417 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $23.39万 | 0.21% | 5,320 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $24.25万 | 0.22% | 1,893 | 294 | 18.4% | $3.77万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $24.33万 | 0.22% | 5,650 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.09万 | 0.23% | 1,166 | -3 | -0.3% | -$645 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.24万 | 0.23% | 738 | 738 | — | $25.24万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $25.32万 | 0.23% | 4,876 | 189 | 4.0% | $9,815 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $25.34万 | 0.23% | 3,413 | 73 | 2.2% | $5,419 | 加仓 |
| PCAR | PACCAR INC | $25.36万 | 0.23% | 2,196 | 179 | 8.9% | $2.07万 | 加仓 |
| CRM | SALESFORCE INC | $25.37万 | 0.23% | 1,359 | 143 | 11.8% | $2.67万 | 加仓 |
| IUSG | ISHARES TR | $25.39万 | 0.23% | 1,637 | -5 | -0.3% | -$776 | 减仓 |
| COKE | COCA COLA CONS INC | $25.50万 | 0.23% | 1,330 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $25.83万 | 0.24% | 4,213 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.02万 | 0.24% | 916 | 74 | 8.8% | $2.10万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.05万 | 0.24% | 5,655 | -1,871 | -24.9% | -$8.62万 | 减仓 |
| IUSV | ISHARES TR | $26.09万 | 0.24% | 2,551 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $26.37万 | 0.24% | 2,762 | -144 | -5.0% | -$1.38万 | 减仓 |
| GLD | SPDR GOLD TR | $26.46万 | 0.24% | 615 | 95 | 18.3% | $4.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.70万 | 0.25% | 425 | -567 | -57.2% | -$36.95万 | 减仓 |
| MBB | ISHARES TR | $27.86万 | 0.26% | 2,934 | -259 | -8.1% | -$2.46万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $28.73万 | 0.26% | 3,354 | 185 | 5.8% | $1.58万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $30.18万 | 0.28% | 6,989 | 1,177 | 20.3% | $5.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.33万 | 0.29% | 1,614 | 171 | 11.9% | $3.32万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $31.54万 | 0.29% | 5,339 | 5,339 | — | $31.54万 | 新建仓 |
| HD | HOME DEPOT INC | $33.27万 | 0.31% | 1,011 | -299 | -22.8% | -$9.84万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.77万 | 0.31% | 2,338 | 9 | 0.4% | $1,300 | 加仓 |
| IWS | ISHARES TR | $33.79万 | 0.31% | 2,318 | -72 | -3.0% | -$1.05万 | 减仓 |
| ESGU | ISHARES TR | $34.66万 | 0.32% | 2,451 | -11 | -0.4% | -$1,555 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.67万 | 0.32% | 1,024 | -100 | -8.9% | -$3.39万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $34.68万 | 0.32% | 10,420 | -400 | -3.7% | -$1.33万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.78万 | 0.32% | 6,872 | -560 | -7.5% | -$2.83万 | 减仓 |
| DGRO | ISHARES TR | $35.03万 | 0.32% | 4,991 | 44 | 0.9% | $3,088 | 加仓 |
| — | EXXON MOBIL CORP | $36.66万 | 0.34% | 2,161 | 2,161 | — | $36.66万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $36.83万 | 0.34% | 1,406 | 204 | 17.0% | $5.34万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $36.92万 | 0.34% | 15,900 | -4,579 | -22.4% | -$10.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.93万 | 0.34% | 5,764 | -3,328 | -36.6% | -$21.33万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $37.49万 | 0.34% | 9,660 | -500 | -4.9% | -$1.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $37.84万 | 0.35% | 1,771 | 3 | 0.2% | $641 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $39.53万 | 0.36% | 3,159 | 758 | 31.6% | $9.48万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $39.95万 | 0.37% | 3,603 | 1,546 | 75.2% | $17.14万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $40.42万 | 0.37% | 5,745 | 5,745 | — | $40.42万 | 新建仓 |
| DECW | AIM ETF PRODUCTS TRUST | $40.68万 | 0.37% | 12,176 | -150 | -1.2% | -$5,012 | 减仓 |
| IYW | ISHARES TR | $40.99万 | 0.38% | 2,259 | -18 | -0.8% | -$3,266 | 减仓 |
| TSLA | TESLA INC | $41.00万 | 0.38% | 1,103 | 362 | 48.9% | $13.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $41.10万 | 0.38% | 2,095 | 91 | 4.5% | $1.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $41.28万 | 0.38% | 945 | -472 | -33.3% | -$20.62万 | 减仓 |
| IWD | ISHARES TR | $41.85万 | 0.38% | 1,959 | -1,623 | -45.3% | -$34.67万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $42.29万 | 0.39% | 9,115 | 859 | 10.4% | $3.99万 | 加仓 |
| IVLU | ISHARES TR | $42.31万 | 0.39% | 10,663 | -153 | -1.4% | -$6,071 | 减仓 |
| AGG | ISHARES TR | $43.39万 | 0.40% | 4,371 | -1,312 | -23.1% | -$13.02万 | 减仓 |
| BAC | BANK AMERICA CORP | $43.94万 | 0.40% | 9,013 | -1,115 | -11.0% | -$5.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.79万 | 0.41% | 1,326 | 18 | 1.4% | $6,080 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $45.22万 | 0.41% | 18,602 | 577 | 3.2% | $1.40万 | 加仓 |
| EFG | ISHARES TR | $46.11万 | 0.42% | 4,140 | 661 | 19.0% | $7.36万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $46.61万 | 0.43% | 10,097 | -620 | -5.8% | -$2.86万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $47.74万 | 0.44% | 5,924 | 5,924 | — | $47.74万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $49.83万 | 0.46% | 14,646 | 792 | 5.7% | $2.69万 | 加仓 |
| EFV | ISHARES TR | $50.62万 | 0.46% | 6,808 | -618 | -8.3% | -$4.60万 | 减仓 |
| IVE | ISHARES TR | $54.08万 | 0.50% | 2,561 | -158 | -5.8% | -$3.34万 | 减仓 |
| QUAL | ISHARES TR | $54.20万 | 0.50% | 2,826 | -592 | -17.3% | -$11.35万 | 减仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $54.63万 | 0.50% | 5,039 | -211 | -4.0% | -$2.29万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $55.85万 | 0.51% | 7,638 | -6,703 | -46.7% | -$49.01万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $56.50万 | 0.52% | 10,859 | -579 | -5.1% | -$3.01万 | 减仓 |
| IEFA | ISHARES TR | $56.88万 | 0.52% | 6,283 | 764 | 13.8% | $6.92万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $57.12万 | 0.52% | 9,818 | -780 | -7.4% | -$4.54万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $58.82万 | 0.54% | 11,735 | 1,742 | 17.4% | $8.73万 | 加仓 |