13FBOX
Elevated Financial Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Elevated Financial Group LLC

No.5149 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.65亿
环比变动 Q1 2026
+$5,726.1万+18.6%
持仓股票数
125
新买入
12
加仓
53
减仓
58
清仓
21
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
12.16%11.59%$4,435.7万5.9万股$3,565.1万5.5万股+4,652股+8.52%加仓
IiShares安硕信托IUSB
7.13%7.38%$2,600.0万56.3万股$2,269.4万49.1万股+7.2万股+14.66%加仓
IiShares安硕信托IVW
7.11%6.44%$2,595.2万18.9万股$1,979.9万17.5万股+1.4万股+7.80%加仓
B贝莱德ETF信托DYNF
7.01%6.47%$2,558.9万37.6万股$1,991.4万34.2万股+3.4万股+9.93%加仓
IiShares安硕·MSCIQUAL
5.45%5.18%$1,987.8万9.1万股$1,593.6万8.3万股+7,508股+9.04%加仓
IiShares安硕·S&PIVE
5.19%5.22%$1,895.3万8.3万股$1,605.2万7.6万股+7,450股+9.80%加仓
IiShares安硕信托EFV
4.98%5.18%$1,817.7万23.7万股$1,594.9万21.5万股+2.3万股+10.70%加仓
IiShares安硕IEMG
4.68%4.33%$1,705.8万20.6万股$1,331.0万19.1万股+1.5万股+7.91%加仓
IiShares安硕信托MTUM
3.47%2.69%$1,264.4万3.7万股$826.9万3.4万股+2,423股+7.03%加仓
I景顺交易所交易基金IIIDHQ
3.13%2.72%$1,142.7万26.1万股$836.7万23.7万股+2.5万股+10.52%加仓
SSPDR标普500 ETFSPY
2.93%1.97%$1,067.9万1.4万股$604.8万9,300股+5,000股+53.76%加仓
iShares安硕·MBSACGL
2.21%2.33%$805.4万8.5万股$715.8万7.5万股+9,820股+13.03%加仓
IiShares安硕信托TLH
2.01%2.13%$732.7万7.3万股$653.7万6.5万股+8,116股+12.51%加仓
B贝莱德ETF信托BAI
1.99%1.38%$726.3万13.8万股$425.4万12.9万股+8,655股+6.70%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.75%1.44%$638.5万2.5万股$442.0万2.4万股+948股+3.89%加仓
IiShares安硕信托AGG
1.47%1.51%$536.6万10.6万股$463.6万9.3万股+1.3万股+14.46%加仓
B贝莱德·ETF TRUST IIBINC
1.34%1.47%$489.2万9.3万股$451.9万8.7万股+6,442股+7.40%加仓
IiShares黄金信托IAU
1.26%1.53%$460.8万6.1万股$472.2万5.4万股+7,471股+13.95%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.12%1.3%$408.0万12.1万股$399.8万13.7万股-1.7万股-12.16%减仓
苹果AAPL
1.09%1.24%$399.4万1.4万股$381.3万1.5万股-1,222股-8.13%减仓
IiShares安硕信托STIP
0.91%0.96%$330.3万3.2万股$296.6万2.9万股+3,661股+12.77%加仓
SSTERLING INFRASTRUCTURESTRL
0.79%0.38%$286.9万3,418股$118.1万2,900股+518股+17.86%加仓
EEA SERIES TRUSTBOXX
0.69%0.88%$251.9万2.2万股$270.5万2.3万股-1,742股-7.49%减仓
V先锋领航指数基金VBK
0.67%0.66%$245.5万6,714股$202.9万6,714股00.00%持仓不变
谷歌AGOOGL
0.65%0.7%$237.8万6,655股$216.6万7,532股-877股-11.64%减仓
美光科技MU
0.65%0.2%$237.3万2,056股$60.3万1,786股+270股+15.12%加仓
BBNY MELLON ULTRA SHORT INCOME ETFBKUI
0.57%0.62%$209.5万4.2万股$189.3万3.8万股+4,066股+10.69%加仓
S嘉信策略信托SCHF
0.53%0.57%$194.9万7.0万股$175.5万7.1万股-529股-0.75%减仓
英伟达NVDA
0.51%0.53%$186.1万9,302股$162.2万9,301股+1股+0.01%加仓
S嘉信策略信托SCHE
0.48%0.53%$174.5万4.8万股$163.2万5.0万股-1,399股-2.82%减仓
IiShares安硕信托EMB
0.47%0.5%$171.2万1.8万股$155.1万1.7万股+1,244股+7.53%加仓
伯克希尔哈撒韦BRK.B
0.44%0.46%$162.3万3,244股$142.7万2,978股+266股+8.93%加仓
IiShares安硕信托ITOT
0.44%0.54%$160.2万9,751股$165.3万1.2万股-1,857股-16.00%减仓
亚马逊AMZN
0.41%0.47%$147.9万6,204股$143.2万6,878股-674股-9.80%减仓
赛富时CRM
0.4%0.57%$145.6万9,292股$174.1万9,324股-32股-0.34%减仓
V先锋领航指数基金VTV
0.38%0.35%$140.3万6,439股$107.0万5,456股+983股+18.02%加仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.38%0.12%$138.9万5,106股$38.2万4,068股+1,038股+25.52%加仓
G通用动力VTI
0.38%0.42%$137.6万3,718股$127.7万3,980股-262股-6.58%减仓
微软MSFT
0.36%0.43%$132.2万3,544股$133.2万3,597股-53股-1.47%减仓
沃尔玛WMT
0.33%0.5%$119.6万1.1万股$153.3万1.2万股-1,773股-14.37%减仓
摩根大通JPM
0.33%0.41%$119.5万3,652股$126.9万4,315股-663股-15.37%减仓
礼来LLY
0.32%1.05%$118.3万986股$322.1万3,502股-2,516股-71.84%减仓
天弘CLS
0.32%0.24%$117.4万3,218股$74.0万2,626股+592股+22.54%加仓
TTTM TECHNOLOGIESTTMI
0.32%0.16%$116.0万6,203股$48.1万4,935股+1,268股+25.69%加仓
达美航空DAL
0.31%0.35%$113.2万1.2万股$108.6万1.6万股-4,251股-26.02%减仓
好市多COST
0.29%0.43%$105.9万1,132股$133.7万1,342股-210股-15.65%减仓
高盛GS
0.26%0.35%$96.5万954股$106.3万1,257股-303股-24.11%减仓
万豪MAR
0.26%0.36%$95.3万2,570股$110.4万3,375股-805股-23.85%减仓
EEZCORPEZPW
0.25%0.17%$91.7万2.7万股$51.4万2.0万股+6,290股+31.08%加仓
SYNCHRONY FINANCIAL COMSYF
0.24%0.19%$87.1万1.1万股$59.4万8,735股+2,721股+31.15%加仓

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