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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $30.90万 | 0.23% | 413 | -12 | -2.8% | -$8,979 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.64万 | 0.23% | 303 | 303 | — | $30.64万 | 新建仓 |
| IUSG | ISHARES TR | $30.64万 | 0.23% | 1,629 | -8 | -0.5% | -$1,505 | 减仓 |
| CSCO | CISCO SYS INC | $30.59万 | 0.23% | 2,604 | 2,604 | — | $30.59万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $30.45万 | 0.23% | 4,213 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.28万 | 0.23% | 2,215 | 54 | 2.5% | $7,383 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $29.24万 | 0.22% | 3,354 | -59 | -1.7% | -$5,143 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.53万 | 0.21% | 2,446 | 936 | 62.0% | $10.92万 | 加仓 |
| IUSV | ISHARES TR | $28.10万 | 0.21% | 2,551 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.90万 | 0.21% | 1,179 | 13 | 1.1% | $3,076 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $27.73万 | 0.21% | 4,728 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $27.70万 | 0.21% | 5,254 | -1,016 | -16.2% | -$5.36万 | 减仓 |
| ADI | ANALOG DEVICES INC | $26.41万 | 0.20% | 665 | 13 | 2.0% | $5,163 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $26.31万 | 0.20% | 2,864 | -137 | -4.6% | -$1.26万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.22万 | 0.20% | 3,174 | 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 |
| PSEP | INNOVATOR ETFS TRUST | $26.02万 | 0.19% | 5,650 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $25.60万 | 0.19% | 1,507 | 1,507 | — | $25.60万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $25.42万 | 0.19% | 5,320 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $25.39万 | 0.19% | 1,330 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $24.59万 | 0.18% | 4,699 | -177 | -3.6% | -$9,264 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.45万 | 0.18% | 4,635 | -61 | -1.3% | -$3,218 | 减仓 |
| LIN | LINDE PLC | $24.44万 | 0.18% | 471 | 54 | 12.9% | $2.80万 | 加仓 |
| MBB | ISHARES TR | $24.38万 | 0.18% | 2,579 | -355 | -12.1% | -$3.36万 | 减仓 |
| PCAR | PACCAR INC | $24.23万 | 0.18% | 2,017 | -179 | -8.2% | -$2.15万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $24.17万 | 0.18% | 722 | 722 | — | $24.17万 | 新建仓 |
| — | AMAZON COM INC 看跌期权 | $23.83万 | 0.18% | 1,000 | 1,000 | — | $23.83万 | 新建仓 |
| GLD | SPDR GOLD TR | $23.50万 | 0.18% | 638 | 23 | 3.7% | $8,473 | 加仓 |
| SPSM | SPDR SERIES TRUST | $23.03万 | 0.17% | 3,994 | -288 | -6.7% | -$1.66万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.74万 | 0.17% | 9,832 | -6,068 | -38.2% | -$14.04万 | 减仓 |
| ABBV | ABBVIE INC | $22.47万 | 0.17% | 893 | 893 | — | $22.47万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $22.37万 | 0.17% | 5,795 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $21.93万 | 0.16% | 3,526 | -8 | -0.2% | -$498 | 减仓 |
| BA | BOEING CO | $21.89万 | 0.16% | 1,011 | 1,011 | — | $21.89万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $21.86万 | 0.16% | 1,353 | 1,353 | — | $21.86万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $21.84万 | 0.16% | 8,408 | -263 | -3.0% | -$6,833 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $21.65万 | 0.16% | 4,920 | 0 | 0.0% | — | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $21.65万 | 0.16% | 7,355 | -1,434 | -16.3% | -$4.22万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $21.48万 | 0.16% | 5,868 | 5,868 | — | $21.48万 | 新建仓 |
| TBIL | RBB FD INC | $21.33万 | 0.16% | 4,279 | -12 | -0.3% | -$598 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $21.23万 | 0.16% | 4,925 | -1,466 | -22.9% | -$6.32万 | 减仓 |
| IGRO | ISHARES TR | $21.22万 | 0.16% | 2,413 | 4 | 0.2% | $352 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $20.77万 | 0.16% | 5,435 | 5,435 | — | $20.77万 | 新建仓 |
| V | VISA INC | $20.69万 | 0.15% | 603 | -9 | -1.5% | -$3,088 | 重新持有 |
| FV | FIRST TR EXCHANGE TRADED FD | $20.61万 | 0.15% | 2,716 | 2,716 | — | $20.61万 | 新建仓 |
| AGG | ISHARES TR | $20.52万 | 0.15% | 2,073 | -2,298 | -52.6% | -$22.75万 | 减仓 |
| 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 |