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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | $760.51万 | 6.98% | 64,901 | 1,105 | 1.7% | $12.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $570.28万 | 5.23% | 32,699 | 6,273 | 23.7% | $109.40万 | 加仓 |
| AAPL | APPLE INC | $514.63万 | 4.72% | 20,278 | 1,796 | 9.7% | $45.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $397.25万 | 3.64% | 10,732 | 4,621 | 75.6% | $171.05万 | 加仓 |
| AMZN | AMAZON COM INC | $379.86万 | 3.48% | 18,239 | 6,392 | 54.0% | $133.13万 | 加仓 |
| GOOGL | ALPHABET INC | $360.68万 | 3.31% | 12,543 | 4,611 | 58.1% | $132.59万 | 加仓 |
| GOOG | ALPHABET INC | $318.40万 | 2.92% | 11,099 | 4,457 | 67.1% | $127.86万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $267.27万 | 2.45% | 69,475 | -6,120 | -8.1% | -$23.54万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $254.72万 | 2.34% | 33,279 | 1,914 | 6.1% | $14.65万 | 加仓 |
| META | META PLATFORMS INC | $233.49万 | 2.14% | 4,081 | 449 | 12.4% | $25.69万 | 加仓 |
| AVGO | BROADCOM INC | $219.91万 | 2.02% | 7,105 | 511 | 7.7% | $15.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $185.88万 | 1.70% | 3,879 | 958 | 32.8% | $45.91万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $183.70万 | 1.68% | 24,254 | 7,608 | 45.7% | $57.62万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $183.66万 | 1.68% | 21,729 | -1,263 | -5.5% | -$10.68万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $172.55万 | 1.58% | 24,049 | -1,395 | -5.5% | -$10.01万 | 减仓 |
| SLV | ISHARES SILVER TR | $143.66万 | 1.32% | 21,083 | 233 | 1.1% | $1.59万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $132.29万 | 1.21% | 23,340 | -41 | -0.2% | -$2,324 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $129.99万 | 1.19% | 38,494 | 3,079 | 8.7% | $10.40万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $120.56万 | 1.11% | 25,607 | 662 | 2.7% | $3.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $112.80万 | 1.03% | 1,954 | -952 | -32.8% | -$54.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $107.38万 | 0.98% | 1,078 | 144 | 15.4% | $14.34万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $104.59万 | 0.96% | 45,573 | 1,069 | 2.4% | $2.45万 | 加仓 |
| ITOT | ISHARES TR | $99.27万 | 0.91% | 6,970 | -366 | -5.0% | -$5.21万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $98.19万 | 0.90% | 18,261 | -704 | -3.7% | -$3.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $95.22万 | 0.87% | 2,968 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $95.07万 | 0.87% | 1,034 | 287 | 38.4% | $26.39万 | 加仓 |
| ACWX | ISHARES TR | $94.22万 | 0.86% | 13,760 | 3,553 | 34.8% | $24.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $89.58万 | 0.82% | 3,045 | 672 | 28.3% | $19.77万 | 加仓 |
| IUSB | ISHARES TR | $89.44万 | 0.82% | 19,363 | 97 | 0.5% | $4,480 | 加仓 |
| IWF | ISHARES TR | $89.37万 | 0.82% | 2,096 | -248 | -10.6% | -$10.57万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $86.76万 | 0.80% | 6,663 | 5 | 0.1% | $651 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $86.73万 | 0.80% | 2,221 | 206 | 10.2% | $8.04万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $86.34万 | 0.79% | 29,638 | 12,676 | 74.7% | $36.93万 | 加仓 |
| IVV | ISHARES TR | $85.06万 | 0.78% | 1,302 | -16 | -1.2% | -$1.05万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $81.32万 | 0.75% | 12,460 | -4 | -0.0% | -$261 | 减仓 |
| NFLX | NETFLIX INC. | $80.94万 | 0.74% | 8,418 | 798 | 10.5% | $7.67万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $78.56万 | 0.72% | 5,911 | 3,115 | 111.4% | $41.40万 | 加仓 |
| IEMG | ISHARES INC | $76.17万 | 0.70% | 10,921 | -1,385 | -11.3% | -$9.66万 | 减仓 |
| IVW | ISHARES TR | $74.64万 | 0.68% | 6,599 | 97 | 1.5% | $1.10万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $73.64万 | 0.68% | 19,796 | 2,211 | 12.6% | $8.22万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $70.92万 | 0.65% | 19,553 | 4,538 | 30.2% | $16.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $65.06万 | 0.60% | 3,198 | 134 | 4.4% | $2.73万 | 加仓 |
| GOVT | ISHARES TR | $64.97万 | 0.60% | 28,359 | 10,750 | 61.0% | $24.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $64.09万 | 0.59% | 1,073 | 187 | 21.1% | $11.17万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $63.73万 | 0.58% | 11,479 | 895 | 8.5% | $4.97万 | 加仓 |
| RDDT | REDDIT INC | $63.00万 | 0.58% | 4,679 | -1,649 | -26.1% | -$22.20万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $59.87万 | 0.55% | 13,072 | 1,684 | 14.8% | $7.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.09万 | 0.54% | 2,184 | 375 | 20.7% | $10.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $58.87万 | 0.54% | 3,672 | 1,136 | 44.8% | $18.21万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $58.82万 | 0.54% | 11,735 | 1,742 | 17.4% | $8.73万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $57.12万 | 0.52% | 9,818 | -780 | -7.4% | -$4.54万 | 减仓 |
| IEFA | ISHARES TR | $56.88万 | 0.52% | 6,283 | 764 | 13.8% | $6.92万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $56.50万 | 0.52% | 10,859 | -579 | -5.1% | -$3.01万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $55.85万 | 0.51% | 7,638 | -6,703 | -46.7% | -$49.01万 | 减仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $54.63万 | 0.50% | 5,039 | -211 | -4.0% | -$2.29万 | 减仓 |
| QUAL | ISHARES TR | $54.20万 | 0.50% | 2,826 | -592 | -17.3% | -$11.35万 | 减仓 |
| IVE | ISHARES TR | $54.08万 | 0.50% | 2,561 | -158 | -5.8% | -$3.34万 | 减仓 |
| EFV | ISHARES TR | $50.62万 | 0.46% | 6,808 | -618 | -8.3% | -$4.60万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $49.83万 | 0.46% | 14,646 | 792 | 5.7% | $2.69万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $47.74万 | 0.44% | 5,924 | 5,924 | — | $47.74万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $46.61万 | 0.43% | 10,097 | -620 | -5.8% | -$2.86万 | 减仓 |
| EFG | ISHARES TR | $46.11万 | 0.42% | 4,140 | 661 | 19.0% | $7.36万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $45.22万 | 0.41% | 18,602 | 577 | 3.2% | $1.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $44.79万 | 0.41% | 1,326 | 18 | 1.4% | $6,080 | 加仓 |
| BAC | BANK AMERICA CORP | $43.94万 | 0.40% | 9,013 | -1,115 | -11.0% | -$5.44万 | 减仓 |
| AGG | ISHARES TR | $43.39万 | 0.40% | 4,371 | -1,312 | -23.1% | -$13.02万 | 减仓 |
| IVLU | ISHARES TR | $42.31万 | 0.39% | 10,663 | -153 | -1.4% | -$6,071 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $42.29万 | 0.39% | 9,115 | 859 | 10.4% | $3.99万 | 加仓 |
| IWD | ISHARES TR | $41.85万 | 0.38% | 1,959 | -1,623 | -45.3% | -$34.67万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $41.28万 | 0.38% | 945 | -472 | -33.3% | -$20.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $41.10万 | 0.38% | 2,095 | 91 | 4.5% | $1.79万 | 加仓 |
| TSLA | TESLA INC | $41.00万 | 0.38% | 1,103 | 362 | 48.9% | $13.46万 | 加仓 |
| IYW | ISHARES TR | $40.99万 | 0.38% | 2,259 | -18 | -0.8% | -$3,266 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $40.68万 | 0.37% | 12,176 | -150 | -1.2% | -$5,012 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $40.42万 | 0.37% | 5,745 | 5,745 | — | $40.42万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $39.95万 | 0.37% | 3,603 | 1,546 | 75.2% | $17.14万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $39.53万 | 0.36% | 3,159 | 758 | 31.6% | $9.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $37.84万 | 0.35% | 1,771 | 3 | 0.2% | $641 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $37.49万 | 0.34% | 9,660 | -500 | -4.9% | -$1.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.93万 | 0.34% | 5,764 | -3,328 | -36.6% | -$21.33万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $36.92万 | 0.34% | 15,900 | -4,579 | -22.4% | -$10.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $36.83万 | 0.34% | 1,406 | 204 | 17.0% | $5.34万 | 加仓 |
| — | EXXON MOBIL CORP | $36.66万 | 0.34% | 2,161 | 2,161 | — | $36.66万 | 新建仓 |
| DGRO | ISHARES TR | $35.03万 | 0.32% | 4,991 | 44 | 0.9% | $3,088 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.78万 | 0.32% | 6,872 | -560 | -7.5% | -$2.83万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $34.68万 | 0.32% | 10,420 | -400 | -3.7% | -$1.33万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.67万 | 0.32% | 1,024 | -100 | -8.9% | -$3.39万 | 减仓 |
| ESGU | ISHARES TR | $34.66万 | 0.32% | 2,451 | -11 | -0.4% | -$1,555 | 减仓 |
| IWS | ISHARES TR | $33.79万 | 0.31% | 2,318 | -72 | -3.0% | -$1.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.77万 | 0.31% | 2,338 | 9 | 0.4% | $1,300 | 加仓 |
| HD | HOME DEPOT INC | $33.27万 | 0.31% | 1,011 | -299 | -22.8% | -$9.84万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $31.54万 | 0.29% | 5,339 | 5,339 | — | $31.54万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $31.33万 | 0.29% | 1,614 | 171 | 11.9% | $3.32万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $30.18万 | 0.28% | 6,989 | 1,177 | 20.3% | $5.08万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $28.73万 | 0.26% | 3,354 | 185 | 5.8% | $1.58万 | 加仓 |
| MBB | ISHARES TR | $27.86万 | 0.26% | 2,934 | -259 | -8.1% | -$2.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.70万 | 0.25% | 425 | -567 | -57.2% | -$36.95万 | 减仓 |
| GLD | SPDR GOLD TR | $26.46万 | 0.24% | 615 | 95 | 18.3% | $4.09万 | 加仓 |
| ILCG | ISHARES TR | $26.37万 | 0.24% | 2,762 | -144 | -5.0% | -$1.38万 | 减仓 |
| IUSV | ISHARES TR | $26.09万 | 0.24% | 2,551 | 0 | 0.0% | — | 不变 |