Elevation Wealth Management LLC
EDEN PRAIRIE MN · SEC CIK 0002093518
$1.34亿2026Q2 申报市值
146持仓数
35.7%前十大占比 · 第一大 6.4%
15 / 8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
DEEP FISSION INC 新建仓+$329.36万
JUSA 新建仓+$66.98万
META 加仓+$49.51万
MSFT 加仓+$44.35万
VICR 新建仓+$43.67万
2026Q2 卖出最多 按季末市值估算
JGLO 减仓-$29.31万
CRM 清仓-$25.37万
IWP 清仓-$24.25万
JGRO 减仓-$23.19万
AGG 减仓-$22.75万
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 |
|---|---|---|---|---|---|---|---|---|
| JEMA | J P MORGAN EXCHANGE TRADED F | $64.34万 | 0.48% | 10,073 | -786 | -7.2% | -$5.02万 | 减仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $66.98万 | 0.50% | 9,971 | 9,971 | — | $66.98万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $67.15万 | 0.50% | 9,874 | 56 | 0.6% | $3,809 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $68.46万 | 0.51% | 11,139 | -340 | -3.0% | -$2.09万 | 减仓 |
| GOVT | ISHARES TR | $71.05万 | 0.53% | 31,191 | 2,832 | 10.0% | $6.45万 | 加仓 |
| RDDT | REDDIT INC | $75.68万 | 0.57% | 4,360 | -319 | -6.8% | -$5.54万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $78.76万 | 0.59% | 18,792 | -761 | -3.9% | -$3.19万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $78.82万 | 0.59% | 26,664 | 12,018 | 82.1% | $35.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.09万 | 0.59% | 1,152 | 79 | 7.4% | $5.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $80.53万 | 0.60% | 1,858 | 87 | 4.9% | $3.77万 | 加仓 |
| IEMG | ISHARES INC | $80.64万 | 0.60% | 9,734 | -1,187 | -10.9% | -$9.83万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $80.81万 | 0.60% | 13,010 | 1,275 | 10.9% | $7.92万 | 加仓 |
| IWF | ISHARES TR | $81.98万 | 0.61% | 6,602 | -1,782 | -21.3% | -$22.13万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $85.56万 | 0.64% | 21,321 | 1,525 | 7.7% | $6.12万 | 加仓 |
| IVW | ISHARES TR | $90.58万 | 0.68% | 6,586 | -13 | -0.2% | -$1,788 | 减仓 |
| IUSB | ISHARES TR | $93.30万 | 0.70% | 20,217 | 854 | 4.4% | $3.94万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $93.53万 | 0.70% | 6,670 | 7 | 0.1% | $982 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $97.68万 | 0.73% | 28,864 | -774 | -2.6% | -$2.62万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $98.12万 | 0.73% | 2,361 | 177 | 8.1% | $7.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $100.63万 | 0.75% | 3,074 | 29 | 1.0% | $9,494 | 加仓 |
| ACWX | ISHARES TR | $101.45万 | 0.76% | 13,329 | -431 | -3.1% | -$3.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.69万 | 0.79% | 1,130 | 52 | 4.8% | $4.86万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $108.71万 | 0.81% | 45,579 | 6 | 0.0% | $143 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $111.47万 | 0.83% | 5,851 | -60 | -1.0% | -$1.14万 | 减仓 |
| ITOT | ISHARES TR | $113.67万 | 0.85% | 6,920 | -50 | -0.7% | -$8,213 | 减仓 |
| SLV | ISHARES SILVER TR | $113.75万 | 0.85% | 21,274 | 191 | 0.9% | $1.02万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $120.12万 | 0.90% | 3,246 | 278 | 9.4% | $10.29万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $121.67万 | 0.91% | 21,542 | -1,798 | -7.7% | -$10.16万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $121.80万 | 0.91% | 3,572 | -100 | -2.7% | -$3.41万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $123.78万 | 0.93% | 26,371 | 764 | 3.0% | $3.59万 | 加仓 |
| LLY | ELI LILLY & CO | $129.74万 | 0.97% | 1,082 | 48 | 4.6% | $5.76万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $130.08万 | 0.97% | 24,314 | 6,053 | 33.1% | $32.38万 | 加仓 |
| IVV | ISHARES TR | $133.91万 | 1.00% | 1,788 | 486 | 37.3% | $36.40万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $146.38万 | 1.09% | 40,072 | 1,578 | 4.1% | $5.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $157.88万 | 1.18% | 1,368 | 42 | 3.2% | $4.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $168.71万 | 1.26% | 2,291 | 337 | 17.2% | $24.82万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $172.28万 | 1.29% | 21,695 | -2,354 | -9.8% | -$18.69万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $175.21万 | 1.31% | 2,296 | 75 | 3.4% | $5.72万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $191.04万 | 1.43% | 19,377 | -2,352 | -10.8% | -$23.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $192.00万 | 1.44% | 3,305 | 107 | 3.3% | $6.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $194.10万 | 1.45% | 3,879 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $206.82万 | 1.55% | 25,072 | 818 | 3.4% | $6.75万 | 加仓 |
| META | META PLATFORMS INC | $279.38万 | 2.09% | 4,960 | 879 | 21.5% | $49.51万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $281.24万 | 2.10% | 68,745 | -730 | -1.1% | -$2.99万 | 减仓 |
| AVGO | BROADCOM INC | $283.82万 | 2.12% | 7,513 | 408 | 5.7% | $15.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $313.14万 | 2.34% | 35,632 | 2,353 | 7.1% | $20.68万 | 加仓 |
| — | DEEP FISSION INC | $329.36万 | 2.46% | 298,335 | 298,335 | — | $329.36万 | 新建仓 |
| GOOG | ALPHABET INC | $398.33万 | 2.98% | 11,273 | 174 | 1.6% | $6.15万 | 加仓 |
| AMZN | AMAZON COM INC | $441.64万 | 3.30% | 18,530 | 291 | 1.6% | $6.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $444.66万 | 3.32% | 11,921 | 1,189 | 11.1% | $44.35万 | 加仓 |
| GOOGL | ALPHABET INC | $460.36万 | 3.44% | 12,882 | 339 | 2.7% | $12.11万 | 加仓 |
| AAPL | APPLE INC | $579.55万 | 4.33% | 20,029 | -249 | -1.2% | -$7.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $661.77万 | 4.95% | 33,074 | 375 | 1.1% | $7.50万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $859.61万 | 6.42% | 63,807 | -1,094 | -1.7% | -$14.74万 | 减仓 |