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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,359 | -100.0% | -$25.37万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,893 | -100.0% | -$24.25万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,027 | -100.0% | -$22.29万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,228 | -100.0% | -$21.66万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,319 | -100.0% | -$21.49万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -218 | -100.0% | -$21.00万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.83万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,350 | -100.0% | -$20.72万 | 清仓 |
| AGG | ISHARES TR | $20.52万 | 0.15% | 2,073 | -2,298 | -52.6% | -$22.75万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $20.61万 | 0.15% | 2,716 | 2,716 | — | $20.61万 | 新建仓 |
| V | VISA INC | $20.69万 | 0.15% | 603 | -9 | -1.5% | -$3,088 | 重新持有 |
| FFSM | FIDELITY COVINGTON TRUST | $20.77万 | 0.16% | 5,435 | 5,435 | — | $20.77万 | 新建仓 |
| IGRO | ISHARES TR | $21.22万 | 0.16% | 2,413 | 4 | 0.2% | $352 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $21.23万 | 0.16% | 4,925 | -1,466 | -22.9% | -$6.32万 | 减仓 |
| TBIL | RBB FD INC | $21.33万 | 0.16% | 4,279 | -12 | -0.3% | -$598 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $21.48万 | 0.16% | 5,868 | 5,868 | — | $21.48万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.65万 | 0.16% | 7,355 | -1,434 | -16.3% | -$4.22万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $21.65万 | 0.16% | 4,920 | 0 | 0.0% | — | 重新持有 |
| BDVL | BLACKROCK ETF TRUST | $21.84万 | 0.16% | 8,408 | -263 | -3.0% | -$6,833 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $21.86万 | 0.16% | 1,353 | 1,353 | — | $21.86万 | 新建仓 |
| BA | BOEING CO | $21.89万 | 0.16% | 1,011 | 1,011 | — | $21.89万 | 新建仓 |
| COWZ | PACER FDS TR | $21.93万 | 0.16% | 3,526 | -8 | -0.2% | -$498 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $22.37万 | 0.17% | 5,795 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.47万 | 0.17% | 893 | 893 | — | $22.47万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.74万 | 0.17% | 9,832 | -6,068 | -38.2% | -$14.04万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $23.03万 | 0.17% | 3,994 | -288 | -6.7% | -$1.66万 | 减仓 |
| GLD | SPDR GOLD TR | $23.50万 | 0.18% | 638 | 23 | 3.7% | $8,473 | 加仓 |
| — | AMAZON COM INC 看跌期权 | $23.83万 | 0.18% | 1,000 | 1,000 | — | $23.83万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.17万 | 0.18% | 722 | 722 | — | $24.17万 | 新建仓 |
| PCAR | PACCAR INC | $24.23万 | 0.18% | 2,017 | -179 | -8.2% | -$2.15万 | 减仓 |
| MBB | ISHARES TR | $24.38万 | 0.18% | 2,579 | -355 | -12.1% | -$3.36万 | 减仓 |
| LIN | LINDE PLC | $24.44万 | 0.18% | 471 | 54 | 12.9% | $2.80万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.45万 | 0.18% | 4,635 | -61 | -1.3% | -$3,218 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $24.59万 | 0.18% | 4,699 | -177 | -3.6% | -$9,264 | 减仓 |
| COKE | COCA COLA CONS INC | $25.39万 | 0.19% | 1,330 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $25.42万 | 0.19% | 5,320 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $25.60万 | 0.19% | 1,507 | 1,507 | — | $25.60万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $26.02万 | 0.19% | 5,650 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.21万 | 0.20% | 5,691 | 36 | 0.6% | $1,658 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.22万 | 0.20% | 3,174 | 0 | 0.0% | — | 不变 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $26.31万 | 0.20% | 2,864 | -137 | -4.6% | -$1.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $26.41万 | 0.20% | 665 | 13 | 2.0% | $5,163 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $27.70万 | 0.21% | 5,254 | -1,016 | -16.2% | -$5.36万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $27.73万 | 0.21% | 4,728 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.90万 | 0.21% | 1,179 | 13 | 1.1% | $3,076 | 加仓 |
| IUSV | ISHARES TR | $28.10万 | 0.21% | 2,551 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.53万 | 0.21% | 2,446 | 936 | 62.0% | $10.92万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $29.24万 | 0.22% | 3,354 | -59 | -1.7% | -$5,143 | 减仓 |
| — | EXXON MOBIL CORP | $30.28万 | 0.23% | 2,215 | 54 | 2.5% | $7,383 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $30.45万 | 0.23% | 4,213 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $30.59万 | 0.23% | 2,604 | 2,604 | — | $30.59万 | 新建仓 |
| IUSG | ISHARES TR | $30.64万 | 0.23% | 1,629 | -8 | -0.5% | -$1,505 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.64万 | 0.23% | 303 | 303 | — | $30.64万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.90万 | 0.23% | 413 | -12 | -2.8% | -$8,979 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $31.52万 | 0.24% | 7,334 | 345 | 4.9% | $1.48万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.15万 | 0.24% | 6,357 | -515 | -7.5% | -$2.60万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $32.83万 | 0.25% | 5,612 | 5,612 | — | $32.83万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $33.60万 | 0.25% | 2,291 | -47 | -2.0% | -$6,892 | 减仓 |
| GE | GE AEROSPACE | $34.12万 | 0.26% | 913 | -3 | -0.3% | -$1,121 | 减仓 |
| IWS | ISHARES TR | $34.28万 | 0.26% | 2,083 | -235 | -10.1% | -$3.87万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $37.11万 | 0.28% | 10,420 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $38.10万 | 0.28% | 5,027 | 36 | 0.7% | $2,728 | 加仓 |
| HD | HOME DEPOT INC | $38.66万 | 0.29% | 1,096 | 85 | 8.4% | $3.00万 | 加仓 |
| EFV | ISHARES TR | $38.80万 | 0.29% | 5,069 | -1,739 | -25.5% | -$13.31万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $39.13万 | 0.29% | 9,585 | -75 | -0.8% | -$3,062 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $39.28万 | 0.29% | 4,271 | 917 | 27.3% | $8.43万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $39.53万 | 0.30% | 3,690 | 87 | 2.4% | $9,320 | 加仓 |
| IWD | ISHARES TR | $39.66万 | 0.30% | 1,636 | -323 | -16.5% | -$7.83万 | 减仓 |
| ESGU | ISHARES TR | $40.06万 | 0.30% | 2,448 | -3 | -0.1% | -$491 | 减仓 |
| VB | VANGUARD INDEX FDS | $41.10万 | 0.31% | 1,356 | -50 | -3.6% | -$1.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.19万 | 0.31% | 5,782 | 18 | 0.3% | $1,282 | 加仓 |
| QUAL | ISHARES TR | $41.93万 | 0.31% | 1,911 | -915 | -32.4% | -$20.08万 | 减仓 |
| IVLU | ISHARES TR | $42.86万 | 0.32% | 10,249 | -414 | -3.9% | -$1.73万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $43.41万 | 0.32% | 12,176 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $43.67万 | 0.33% | 1,150 | 1,150 | — | $43.67万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $44.24万 | 0.33% | 3,118 | -41 | -1.3% | -$5,817 | 减仓 |
| ILCG | ISHARES TR | $44.31万 | 0.33% | 3,787 | 1,025 | 37.1% | $11.99万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $44.95万 | 0.34% | 2,063 | -32 | -1.5% | -$6,972 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $45.38万 | 0.34% | 9,875 | -222 | -2.2% | -$1.02万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $46.70万 | 0.35% | 16,836 | -1,766 | -9.5% | -$4.90万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $47.67万 | 0.36% | 5,534 | -136 | -2.4% | -$1.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.65万 | 0.36% | 1,018 | -6 | -0.6% | -$2,867 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $49.78万 | 0.37% | 9,770 | 655 | 7.2% | $3.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $50.77万 | 0.38% | 1,703 | 89 | 5.5% | $2.65万 | 加仓 |
| TSLA | TESLA INC | $50.89万 | 0.38% | 1,210 | 107 | 9.7% | $4.50万 | 加仓 |
| IVE | ISHARES TR | $50.96万 | 0.38% | 2,244 | -317 | -12.4% | -$7.20万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $51.31万 | 0.38% | 6,643 | 898 | 15.6% | $6.94万 | 加仓 |
| EFG | ISHARES TR | $51.80万 | 0.39% | 4,163 | 23 | 0.6% | $2,862 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $52.69万 | 0.39% | 9,020 | 3,681 | 68.9% | $21.50万 | 加仓 |
| AMAT | APPLIED MATLS INC | $53.78万 | 0.40% | 744 | 6 | 0.8% | $4,337 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $53.88万 | 0.40% | 5,584 | -340 | -5.7% | -$3.28万 | 减仓 |
| IYW | ISHARES TR | $56.65万 | 0.42% | 2,246 | -13 | -0.6% | -$3,279 | 减仓 |
| BAC | BANK OF AMER CORP | $57.53万 | 0.43% | 10,096 | 1,083 | 12.0% | $6.17万 | 加仓 |
| IEFA | ISHARES TR | $57.87万 | 0.43% | 5,992 | -291 | -4.6% | -$2.81万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $58.84万 | 0.44% | 7,535 | -103 | -1.3% | -$8,042 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $59.42万 | 0.44% | 8,344 | -4,116 | -33.0% | -$29.31万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $61.09万 | 0.46% | 2,051 | 1 | 0.0% | $298 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $61.27万 | 0.46% | 13,420 | 348 | 2.7% | $1.59万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $62.09万 | 0.46% | 4,883 | -156 | -3.1% | -$1.98万 | 减仓 |
| NFLX | NETFLIX INC. | $64.06万 | 0.48% | 8,972 | 554 | 6.6% | $3.96万 | 加仓 |