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Elevation Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Elevation Wealth Management LLC

No.8524 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.34亿
环比变动 Q1 2026
+$2,477.1万+22.7%
持仓股票数
146
新买入
17
加仓
61
减仓
58
清仓
7
持股不变
10
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
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
6.42%6.98%$859.6万6.4万股$760.5万6.5万股-1,094股-1.69%减仓
英伟达NVDA
4.95%5.23%$661.8万3.3万股$570.3万3.3万股+375股+1.15%加仓
苹果AAPL
4.33%4.72%$579.6万2.0万股$514.6万2.0万股-249股-1.23%减仓
谷歌AGOOGL
3.44%3.31%$460.4万1.3万股$360.7万1.3万股+339股+2.70%加仓
微软MSFT
3.32%3.64%$444.7万1.2万股$397.2万1.1万股+1,189股+11.08%加仓
亚马逊AMZN
3.3%3.68%$441.6万1.9万股$400.7万1.9万股-709股-3.69%减仓
AAlphabet Inc Class CGOOG
2.98%2.92%$398.3万1.1万股$318.4万1.1万股+174股+1.57%加仓
DDEEP FISSION INCFISN
2.46%$329.4万29.8万股$00股+29.8万股新买入
S道富SPYM
2.34%2.34%$313.1万3.6万股$254.7万3.3万股+2,353股+7.07%加仓
博通AVGO
2.12%2.02%$283.8万7,513股$219.9万7,105股+408股+5.74%加仓
AALLIANZIM U.S. EQUITY BUFFER20 OCT ETFOCTU
2.1%2.45%$281.2万6.9万股$267.3万6.9万股-730股-1.05%减仓
Meta平台META
2.09%2.14%$279.4万4,960股$233.5万4,081股+879股+21.54%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
1.55%1.68%$206.8万2.5万股$183.7万2.4万股+818股+3.37%加仓
伯克希尔哈撒韦BRK.B
1.45%1.7%$194.1万3,879股$185.9万3,879股00.00%持仓不变
AMD超威AMD
1.44%0.6%$192.0万3,305股$65.1万3,198股+107股+3.35%加仓
J摩根大通交易所交易基金JGRO
1.43%1.68%$191.0万1.9万股$183.7万2.2万股-2,352股-10.82%减仓
CrowdStrikeCRWD
1.31%0.8%$175.2万2,296股$86.7万2,221股+75股+3.38%加仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
1.29%1.58%$172.3万2.2万股$172.6万2.4万股-2,354股-9.79%减仓
I景顺QQQ信托VOO
1.26%1.03%$168.7万2,291股$112.8万1,954股+337股+17.25%加仓
美光科技MU
1.18%0.41%$157.9万1,368股$44.8万1,326股+42股+3.17%加仓
FIRST INTST BANCSYSTEMFIBK
1.09%1.19%$146.4万4.0万股$130.0万3.8万股+1,578股+4.10%加仓
IiShares安硕信托IVV
1%0.78%$133.9万1,788股$85.1万1,302股+486股+37.33%加仓
J摩根大通交易所交易基金JBND
0.97%0.9%$130.1万2.4万股$98.2万1.8万股+6,053股+33.15%加仓
礼来LLY
0.97%0.87%$129.7万1,082股$95.1万1,034股+48股+4.64%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.93%1.11%$123.8万2.6万股$120.6万2.6万股+764股+2.98%加仓
PALO ALTOPANW
0.91%0.54%$121.8万3,572股$58.9万3,672股-100股-2.72%减仓
J摩根大通交易所交易基金JEPI
0.91%1.21%$121.7万2.2万股$132.3万2.3万股-1,798股-7.70%减仓
G通用动力VTI
0.9%0.87%$120.1万3,246股$95.2万2,968股+278股+9.37%加仓
IiShares白银信托SLV
0.85%1.32%$113.8万2.1万股$143.7万2.1万股+191股+0.91%加仓
IiShares安硕信托ITOT
0.85%0.91%$113.7万6,920股$99.3万6,970股-50股-0.72%减仓
SSPDR行业精选信托XLK
0.83%0.72%$111.5万5,851股$78.6万5,911股-60股-1.02%减仓
F第一信托交易所交易基金FTHI
0.81%0.96%$108.7万4.6万股$104.6万4.6万股+6股+0.01%加仓
好市多COST
0.79%0.98%$105.7万1,130股$107.4万1,078股+52股+4.82%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.76%0.86%$101.4万1.3万股$94.2万1.4万股-431股-3.13%减仓
摩根大通JPM
0.75%0.82%$100.6万3,074股$89.6万3,045股+29股+0.95%加仓
联合健康UNH
0.73%0.54%$98.1万2,361股$59.1万2,184股+177股+8.10%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.73%0.79%$97.7万2.9万股$86.3万3.0万股-774股-2.61%减仓
J摩根大通交易所交易基金JPUS
0.7%0.8%$93.5万6,670股$86.8万6,663股+7股+0.11%加仓
IiShares安硕信托IUSB
0.7%0.82%$93.3万2.0万股$89.4万1.9万股+854股+4.41%加仓
IiShares安硕信托IVW
0.68%0.68%$90.6万6,586股$74.6万6,599股-13股-0.20%减仓
F富达Covington信托FENI
0.64%0.68%$85.6万2.1万股$73.6万2.0万股+1,525股+7.70%加仓
IiShares安硕·RUSSELLIWF
0.61%0.82%$82.0万6,602股$89.4万2,096股+4,506股+214.98%加仓
F富达Covington信托FBCG
0.6%0.54%$80.8万1.3万股$58.8万1.2万股+1,275股+10.86%加仓
IiShares安硕IEMG
0.6%0.7%$80.6万9,734股$76.2万1.1万股-1,187股-10.87%减仓
泛林集团LRCX
0.6%0.35%$80.5万1,858股$37.8万1,771股+87股+4.91%加仓
V先锋领航指数基金VOO
0.59%0.59%$79.1万1,152股$64.1万1,073股+79股+7.36%加仓
FFIDELITY MSCI ENERGY INDEX ETFFENY
0.59%0.46%$78.8万2.7万股$49.8万1.5万股+1.2万股+82.06%加仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.59%0.65%$78.8万1.9万股$70.9万2.0万股-761股-3.89%减仓
REDDIT CL ARDDT
0.57%0.58%$75.7万4,360股$63.0万4,679股-319股-6.82%减仓
IiShares安硕信托GJS
0.53%0.6%$71.1万3.1万股$65.0万2.8万股+2,832股+9.99%加仓

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