13F 机构持仓

Elevation Wealth Management LLC

EDEN PRAIRIE MN · SEC CIK 0002093518

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BBUS 6.4%
NVDA 4.9%
AAPL 4.3%
GOOGL 3.4%
MSFT 3.3%
AMZN 3.3%
GOOG 3.0%
DEEP FISSION I 2.5%
SPYM 2.3%
AVGO 2.1%

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
BBUS J P MORGAN EXCHANGE TRADED F $859.61万6.42%63,807 -1,094-1.7% -$14.74万 减仓
NVDA NVIDIA CORPORATION $661.77万4.95%33,074 3751.1% $7.50万 加仓
AAPL APPLE INC $579.55万4.33%20,029 -249-1.2% -$7.21万 减仓
GOOGL ALPHABET INC $460.36万3.44%12,882 3392.7% $12.11万 加仓
MSFT MICROSOFT CORP $444.66万3.32%11,921 1,18911.1% $44.35万 加仓
AMZN AMAZON COM INC $441.64万3.30%18,530 2911.6% $6.94万 加仓
GOOG ALPHABET INC $398.33万2.98%11,273 1741.6% $6.15万 加仓
— DEEP FISSION INC $329.36万2.46%298,335 298,335— $329.36万 新建仓
SPYM SPDR SERIES TRUST $313.14万2.34%35,632 2,3537.1% $20.68万 加仓
AVGO BROADCOM INC $283.82万2.12%7,513 4085.7% $15.41万 加仓
OCTW AIM ETF PRODUCTS TRUST $281.24万2.10%68,745 -730-1.1% -$2.99万 减仓
META META PLATFORMS INC $279.38万2.09%4,960 87921.5% $49.51万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $206.82万1.55%25,072 8183.4% $6.75万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $194.10万1.45%3,879 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $192.00万1.44%3,305 1073.3% $6.22万 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
CRWD CROWDSTRIKE HLDGS INC $175.21万1.31%2,296 753.4% $5.72万 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
QQQ INVESCO QQQ TR $168.71万1.26%2,291 33717.2% $24.82万 加仓
MU MICRON TECHNOLOGY INC $157.88万1.18%1,368 423.2% $4.85万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $146.38万1.09%40,072 1,5784.1% $5.76万 加仓
IVV ISHARES TR $133.91万1.00%1,788 48637.3% $36.40万 加仓
JBND J P MORGAN EXCHANGE TRADED F $130.08万0.97%24,314 6,05333.1% $32.38万 加仓
LLY ELI LILLY & CO $129.74万0.97%1,082 484.6% $5.76万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $123.78万0.93%26,371 7643.0% $3.59万 加仓
PANW PALO ALTO NETWORKS INC $121.80万0.91%3,572 -100-2.7% -$3.41万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $121.67万0.91%21,542 -1,798-7.7% -$10.16万 减仓
VTI VANGUARD INDEX FDS $120.12万0.90%3,246 2789.4% $10.29万 加仓
SLV ISHARES SILVER TR $113.75万0.85%21,274 1910.9% $1.02万 加仓
ITOT ISHARES TR $113.67万0.85%6,920 -50-0.7% -$8,213 减仓
XLK SELECT SECTOR SPDR TR $111.47万0.83%5,851 -60-1.0% -$1.14万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $108.71万0.81%45,579 60.0% $143 加仓
COST COSTCO WHOLESALE CORPORATION $105.69万0.79%1,130 524.8% $4.86万 加仓
ACWX ISHARES TR $101.45万0.76%13,329 -431-3.1% -$3.28万 减仓
JPM JPMORGAN CHASE & CO $100.63万0.75%3,074 291.0% $9,494 加仓
UNH UNITEDHEALTH GROUP INC $98.12万0.73%2,361 1778.1% $7.36万 加仓
SCHG SCHWAB STRATEGIC TR $97.68万0.73%28,864 -774-2.6% -$2.62万 减仓
JPUS J P MORGAN EXCHANGE TRADED F $93.53万0.70%6,670 70.1% $982 加仓
IUSB ISHARES TR $93.30万0.70%20,217 8544.4% $3.94万 加仓
IVW ISHARES TR $90.58万0.68%6,586 -13-0.2% -$1,788 减仓
FENI FIDELITY COVINGTON TRUST $85.56万0.64%21,321 1,5257.7% $6.12万 加仓
IWF ISHARES TR $81.98万0.61%6,602 -1,782-21.3% -$22.13万 减仓
FBCG FIDELITY COVINGTON TRUST $80.81万0.60%13,010 1,27510.9% $7.92万 加仓
IEMG ISHARES INC $80.64万0.60%9,734 -1,187-10.9% -$9.83万 减仓
LRCX LAM RESEARCH CORP $80.53万0.60%1,858 874.9% $3.77万 加仓
VOO VANGUARD INDEX FDS $79.09万0.59%1,152 797.4% $5.42万 加仓
FENY FIDELITY COVINGTON TRUST $78.82万0.59%26,664 12,01882.1% $35.53万 加仓
FELC FIDELITY COVINGTON TRUST $78.76万0.59%18,792 -761-3.9% -$3.19万 减仓
RDDT REDDIT INC $75.68万0.57%4,360 -319-6.8% -$5.54万 减仓
GOVT ISHARES TR $71.05万0.53%31,191 2,83210.0% $6.45万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $68.46万0.51%11,139 -340-3.0% -$2.09万 减仓
DYNF BLACKROCK ETF TRUST $67.15万0.50%9,874 560.6% $3,809 加仓
JUSA J P MORGAN EXCHANGE TRADED F $66.98万0.50%9,971 9,971— $66.98万 新建仓
JEMA J P MORGAN EXCHANGE TRADED F $64.34万0.48%10,073 -786-7.2% -$5.02万 减仓
NFLX NETFLIX INC. $64.06万0.48%8,972 5546.6% $3.96万 加仓
BBMC J P MORGAN EXCHANGE TRADED F $62.09万0.46%4,883 -156-3.1% -$1.98万 减仓
FBND FIDELITY MERRIMACK STR TR $61.27万0.46%13,420 3482.7% $1.59万 加仓
MRVL MARVELL TECHNOLOGY INC $61.09万0.46%2,051 10.0% $298 加仓
JGLO J P MORGAN EXCHANGE TRADED F $59.42万0.44%8,344 -4,116-33.0% -$29.31万 减仓
BBIN J P MORGAN EXCHANGE TRADED F $58.84万0.44%7,535 -103-1.3% -$8,042 减仓
IEFA ISHARES TR $57.87万0.43%5,992 -291-4.6% -$2.81万 减仓
BAC BANK OF AMER CORP $57.53万0.43%10,096 1,08312.0% $6.17万 加仓
IYW ISHARES TR $56.65万0.42%2,246 -13-0.6% -$3,279 减仓
AVEM AMERICAN CENTY ETF TR $53.88万0.40%5,584 -340-5.7% -$3.28万 减仓
AMAT APPLIED MATLS INC $53.78万0.40%744 60.8% $4,337 加仓
FUTY FIDELITY COVINGTON TRUST $52.69万0.39%9,020 3,68168.9% $21.50万 加仓
EFG ISHARES TR $51.80万0.39%4,163 230.6% $2,862 加仓
FHLC FIDELITY COVINGTON TRUST $51.31万0.38%6,643 89815.6% $6.94万 加仓
IVE ISHARES TR $50.96万0.38%2,244 -317-12.4% -$7.20万 减仓
TSLA TESLA INC $50.89万0.38%1,210 1079.7% $4.50万 加仓
TXN TEXAS INSTRS INC $50.77万0.38%1,703 895.5% $2.65万 加仓
PVAL PUTNAM ETF TRUST $49.78万0.37%9,770 6557.2% $3.34万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $48.65万0.36%1,018 -6-0.6% -$2,867 减仓
VUG VANGUARD INDEX FDS $47.67万0.36%5,534 -136-2.4% -$1.17万 减仓
BDYN BLACKROCK ETF TRUST $46.70万0.35%16,836 -1,766-9.5% -$4.90万 减仓
BBAG J P MORGAN EXCHANGE TRADED F $45.38万0.34%9,875 -222-2.2% -$1.02万 减仓
VTV VANGUARD INDEX FDS $44.95万0.34%2,063 -32-1.5% -$6,972 减仓
ILCG ISHARES TR $44.31万0.33%3,787 1,02537.1% $11.99万 加仓
GSLC GOLDMAN SACHS ETF TR $44.24万0.33%3,118 -41-1.3% -$5,817 减仓
VICR VICOR CORP $43.67万0.33%1,150 1,150— $43.67万 新建仓
DECW AIM ETF PRODUCTS TRUST $43.41万0.32%12,176 00.0% — 不变
IVLU ISHARES TR $42.86万0.32%10,249 -414-3.9% -$1.73万 减仓
QUAL ISHARES TR $41.93万0.31%1,911 -915-32.4% -$20.08万 减仓
VEA VANGUARD TAX-MANAGED FDS $41.19万0.31%5,782 180.3% $1,282 加仓
VB VANGUARD INDEX FDS $41.10万0.31%1,356 -50-3.6% -$1.52万 减仓
ESGU ISHARES TR $40.06万0.30%2,448 -3-0.1% -$491 减仓
IWD ISHARES TR $39.66万0.30%1,636 -323-16.5% -$7.83万 减仓
XLC SELECT SECTOR SPDR TR $39.53万0.30%3,690 872.4% $9,320 加仓
JIVE J P MORGAN EXCHANGE TRADED F $39.28万0.29%4,271 91727.3% $8.43万 加仓
JULW AIM ETF PRODUCTS TRUST $39.13万0.29%9,585 -75-0.8% -$3,062 减仓
EFV ISHARES TR $38.80万0.29%5,069 -1,739-25.5% -$13.31万 减仓
HD HOME DEPOT INC $38.66万0.29%1,096 858.4% $3.00万 加仓
DGRO ISHARES TR $38.10万0.28%5,027 360.7% $2,728 加仓
— AIM ETF PRODUCTS TRUST $37.11万0.28%10,420 00.0% — 不变
IWS ISHARES TR $34.28万0.26%2,083 -235-10.1% -$3.87万 减仓
GE GE AEROSPACE $34.12万0.26%913 -3-0.3% -$1,121 减仓
PG PROCTER & GAMBLE CO $33.60万0.25%2,291 -47-2.0% -$6,892 减仓
FMAT FIDELITY COVINGTON TRUST $32.83万0.25%5,612 5,612— $32.83万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $32.15万0.24%6,357 -515-7.5% -$2.60万 减仓
FIGB FIDELITY MERRIMACK STR TR $31.52万0.24%7,334 3454.9% $1.48万 加仓