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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $58.87万 | 0.54% | 3,672 | 1,136 | 44.8% | $18.21万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.09万 | 0.54% | 2,184 | 375 | 20.7% | $10.15万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $59.87万 | 0.55% | 13,072 | 1,684 | 14.8% | $7.71万 | 加仓 |
| RDDT | REDDIT INC | $63.00万 | 0.58% | 4,679 | -1,649 | -26.1% | -$22.20万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $63.73万 | 0.58% | 11,479 | 895 | 8.5% | $4.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $64.09万 | 0.59% | 1,073 | 187 | 21.1% | $11.17万 | 加仓 |
| GOVT | ISHARES TR | $64.97万 | 0.60% | 28,359 | 10,750 | 61.0% | $24.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $65.06万 | 0.60% | 3,198 | 134 | 4.4% | $2.73万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $70.92万 | 0.65% | 19,553 | 4,538 | 30.2% | $16.46万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $73.64万 | 0.68% | 19,796 | 2,211 | 12.6% | $8.22万 | 加仓 |
| IVW | ISHARES TR | $74.64万 | 0.68% | 6,599 | 97 | 1.5% | $1.10万 | 加仓 |
| IEMG | ISHARES INC | $76.17万 | 0.70% | 10,921 | -1,385 | -11.3% | -$9.66万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $78.56万 | 0.72% | 5,911 | 3,115 | 111.4% | $41.40万 | 加仓 |
| NFLX | NETFLIX INC. | $80.94万 | 0.74% | 8,418 | 798 | 10.5% | $7.67万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $81.32万 | 0.75% | 12,460 | -4 | -0.0% | -$261 | 减仓 |
| IVV | ISHARES TR | $85.06万 | 0.78% | 1,302 | -16 | -1.2% | -$1.05万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $86.34万 | 0.79% | 29,638 | 12,676 | 74.7% | $36.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $86.73万 | 0.80% | 2,221 | 206 | 10.2% | $8.04万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $86.76万 | 0.80% | 6,663 | 5 | 0.1% | $651 | 加仓 |
| IWF | ISHARES TR | $89.37万 | 0.82% | 2,096 | -248 | -10.6% | -$10.57万 | 减仓 |
| IUSB | ISHARES TR | $89.44万 | 0.82% | 19,363 | 97 | 0.5% | $4,480 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $89.58万 | 0.82% | 3,045 | 672 | 28.3% | $19.77万 | 加仓 |
| ACWX | ISHARES TR | $94.22万 | 0.86% | 13,760 | 3,553 | 34.8% | $24.33万 | 加仓 |
| LLY | ELI LILLY & CO | $95.07万 | 0.87% | 1,034 | 287 | 38.4% | $26.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $95.22万 | 0.87% | 2,968 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $98.19万 | 0.90% | 18,261 | -704 | -3.7% | -$3.79万 | 减仓 |
| ITOT | ISHARES TR | $99.27万 | 0.91% | 6,970 | -366 | -5.0% | -$5.21万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $104.59万 | 0.96% | 45,573 | 1,069 | 2.4% | $2.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $107.38万 | 0.98% | 1,078 | 144 | 15.4% | $14.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $112.80万 | 1.03% | 1,954 | -952 | -32.8% | -$54.95万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $120.56万 | 1.11% | 25,607 | 662 | 2.7% | $3.12万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $129.99万 | 1.19% | 38,494 | 3,079 | 8.7% | $10.40万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $132.29万 | 1.21% | 23,340 | -41 | -0.2% | -$2,324 | 减仓 |
| SLV | ISHARES SILVER TR | $143.66万 | 1.32% | 21,083 | 233 | 1.1% | $1.59万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $172.55万 | 1.58% | 24,049 | -1,395 | -5.5% | -$10.01万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $183.66万 | 1.68% | 21,729 | -1,263 | -5.5% | -$10.68万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $183.70万 | 1.68% | 24,254 | 7,608 | 45.7% | $57.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $185.88万 | 1.70% | 3,879 | 958 | 32.8% | $45.91万 | 加仓 |
| AVGO | BROADCOM INC | $219.91万 | 2.02% | 7,105 | 511 | 7.7% | $15.82万 | 加仓 |
| META | META PLATFORMS INC | $233.49万 | 2.14% | 4,081 | 449 | 12.4% | $25.69万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $254.72万 | 2.34% | 33,279 | 1,914 | 6.1% | $14.65万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $267.27万 | 2.45% | 69,475 | -6,120 | -8.1% | -$23.54万 | 减仓 |
| GOOG | ALPHABET INC | $318.40万 | 2.92% | 11,099 | 4,457 | 67.1% | $127.86万 | 加仓 |
| GOOGL | ALPHABET INC | $360.68万 | 3.31% | 12,543 | 4,611 | 58.1% | $132.59万 | 加仓 |
| AMZN | AMAZON COM INC | $379.86万 | 3.48% | 18,239 | 6,392 | 54.0% | $133.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $397.25万 | 3.64% | 10,732 | 4,621 | 75.6% | $171.05万 | 加仓 |
| AAPL | APPLE INC | $514.63万 | 4.72% | 20,278 | 1,796 | 9.7% | $45.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $570.28万 | 5.23% | 32,699 | 6,273 | 23.7% | $109.40万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $760.51万 | 6.98% | 64,901 | 1,105 | 1.7% | $12.95万 | 加仓 |