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 |
|---|---|---|---|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.05万 | 0.24% | 5,655 | -1,871 | -24.9% | -$8.62万 | 减仓 |
| GE | GE AEROSPACE | $26.02万 | 0.24% | 916 | 74 | 8.8% | $2.10万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $25.83万 | 0.24% | 4,213 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $25.50万 | 0.23% | 1,330 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $25.39万 | 0.23% | 1,637 | -5 | -0.3% | -$776 | 减仓 |
| CRM | SALESFORCE INC | $25.37万 | 0.23% | 1,359 | 143 | 11.8% | $2.67万 | 加仓 |
| PCAR | PACCAR INC | $25.36万 | 0.23% | 2,196 | 179 | 8.9% | $2.07万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $25.34万 | 0.23% | 3,413 | 73 | 2.2% | $5,419 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $25.32万 | 0.23% | 4,876 | 189 | 4.0% | $9,815 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.24万 | 0.23% | 738 | 738 | — | $25.24万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.09万 | 0.23% | 1,166 | -3 | -0.3% | -$645 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $24.33万 | 0.22% | 5,650 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $24.25万 | 0.22% | 1,893 | 294 | 18.4% | $3.77万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $23.39万 | 0.21% | 5,320 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $23.15万 | 0.21% | 6,391 | 260 | 4.2% | $9,417 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $23.10万 | 0.21% | 4,728 | 4,728 | — | $23.10万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.98万 | 0.21% | 4,696 | -47 | -1.0% | -$2,300 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.53万 | 0.21% | 8,789 | -1,840 | -17.3% | -$4.72万 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $22.52万 | 0.21% | 3,001 | -46 | -1.5% | -$3,453 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.29万 | 0.20% | 3,027 | -738 | -19.6% | -$5.43万 | 减仓 |
| COWZ | PACER FDS TR | $22.11万 | 0.20% | 3,534 | 3,534 | — | $22.11万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.09万 | 0.20% | 1,510 | 239 | 18.8% | $3.50万 | 加仓 |
| IWR | ISHARES TR | $21.66万 | 0.20% | 2,228 | -24 | -1.1% | -$2,333 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.57万 | 0.20% | 529 | 529 | — | $21.57万 | 新建仓 |
| GLDM | WORLD GOLD TR | $21.49万 | 0.20% | 2,319 | -302 | -11.5% | -$2.80万 | 减仓 |
| TBIL | RBB FD INC | $21.39万 | 0.20% | 4,291 | -4 | -0.1% | -$199 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $21.37万 | 0.20% | 8,671 | -560 | -6.1% | -$1.38万 | 减仓 |
| BLK | BLACKROCK INC | $21.00万 | 0.19% | 218 | 218 | — | $21.00万 | 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 |
| ADI | ANALOG DEVICES INC | $20.73万 | 0.19% | 652 | 652 | — | $20.73万 | 新建仓 |
| IAU | ISHARES GOLD TR | $20.72万 | 0.19% | 2,350 | -415 | -15.0% | -$3.66万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $20.69万 | 0.19% | 4,282 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $20.66万 | 0.19% | 6,270 | 6,270 | — | $20.66万 | 新建仓 |
| LIN | LINDE PLC | $20.65万 | 0.19% | 417 | 417 | — | $20.65万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $20.54万 | 0.19% | 5,795 | 5,795 | — | $20.54万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.31万 | 0.19% | 2,050 | 2,050 | — | $20.31万 | 新建仓 |
| IGRO | ISHARES TR | $20.20万 | 0.19% | 2,409 | 2,409 | — | $20.20万 | 新建仓 |
| 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 |