Elevated Capital Advisors, LLC
- SEC CIK
- 0001802387
- 最新申報
- 2026/8/3
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/17 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 155
- 較 2022 年第 3 季 +7
- 總值
- $2.62 億
- 較 2022 年第 3 季 +$794.2 萬 (+3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SLQTSelectQuote, Inc. | COM | 32,854 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,968 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,939 | $21.0 萬 | 0.1% | +1,939 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 552 | $21.1 萬 | 0.1% | +552 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 8,272 | $21.9 萬 | 0.1% | −3,121−27.4% | 減碼 | – |
| WSTWest Pharmaceutical Services Inc | COM | 956 | $22.5 萬 | 0.1% | +956 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,306 | $22.5 萬 | 0.1% | +2,306 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,580 | $23.3 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,243 | $23.8 萬 | 0.1% | +13+1.1% | 加碼 | – |
| AMGNAmgen Inc | Stock | 946 | $24.8 萬 | 0.1% | +946 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,235 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,819 | $27.6 萬 | 0.1% | +1,819 | 新進 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,389 | $28.8 萬 | 0.1% | +2,389 | 新進 | – |
| TOLToll Brothers, Inc. | COM | 5,816 | $29.0 萬 | 0.1% | +5,816 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 605 | $29.4 萬 | 0.1% | +605 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 3,278 | $30.0 萬 | 0.1% | +179+5.8% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,747 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,520 | $30.3 萬 | 0.1% | +1,520 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,017 | $31.4 萬 | 0.1% | +50+5.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,204 | $31.4 萬 | 0.1% | +6,204 | 新進 | – |
| AFLAflac Inc | Stock | 4,520 | $32.5 萬 | 0.1% | +400+9.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,270 | $33.7 萬 | 0.1% | +1,270 | 新進 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 10,743 | $34.1 萬 | 0.1% | −1,566−12.7% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,013 | $34.6 萬 | 0.1% | −155−7.1% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 3,166 | $36.4 萬 | 0.1% | +3,166 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 998 | $36.5 萬 | 0.1% | +998 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 4,221 | $36.7 萬 | 0.1% | +4,221 | 新進 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 4,168 | $37.2 萬 | 0.1% | −840−16.8% | 減碼 | – |
| WUWestern Union CO | Stock | 27,195 | $37.4 萬 | 0.1% | +27,195 | 新進 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,552 | $37.7 萬 | 0.1% | +57+3.8% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,390 | $41.5 萬 | 0.2% | +2,390 | 新進 | 歷史 |
| PBProsperity Bancshares Inc | COM | 5,801 | $42.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,092 | $42.4 萬 | 0.2% | +1,092 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,288 | $42.7 萬 | 0.2% | +1,288 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 11,058 | $43.0 萬 | 0.2% | +11,058 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 1,296 | $43.4 萬 | 0.2% | +1,296 | 新進 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 11,229 | $45.9 萬 | 0.2% | −43,588−79.5% | 減碼 | – |
| INTUIntuit Inc. | Stock | 1,203 | $46.8 萬 | 0.2% | −1,740−59.1% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,315 | $47.1 萬 | 0.2% | +4,315 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 1,854 | $49.5 萬 | 0.2% | +1,854 | 新進 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 12,751 | $49.8 萬 | 0.2% | −55−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 905 | $50.6 萬 | 0.2% | +905 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,421 | $51.3 萬 | 0.2% | +189+8.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,440 | $51.3 萬 | 0.2% | +4,440 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,545 | $54.0 萬 | 0.2% | +5,545 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 16,103 | $55.1 萬 | 0.2% | −34,085−67.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,824 | $55.9 萬 | 0.2% | −3,847−50.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,253 | $57.2 萬 | 0.2% | −1,339−51.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,040 | $57.2 萬 | 0.2% | −1,642−61.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,655 | $57.5 萬 | 0.2% | −2,507−60.2% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 12,058 | $57.9 萬 | 0.2% | −13,200−52.3% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,723 | $58.0 萬 | 0.2% | −1,278−42.6% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 12,232 | $60.3 萬 | 0.2% | −1,301−9.6% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,529 | $60.8 萬 | 0.2% | −312−5.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 7,277 | $61.0 萬 | 0.2% | +7,277 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 2,897 | $62.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 11,059 | $63.0 萬 | 0.2% | +353+3.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,818 | $63.6 萬 | 0.2% | +5,363+120.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,115 | $66.8 萬 | 0.3% | +2,115 | 新進 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 32,611 | $70.7 萬 | 0.3% | +1,030+3.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,957 | $75.7 萬 | 0.3% | +463+3.0% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,830 | $76.9 萬 | 0.3% | −5,079−39.3% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 17,277 | $81.7 萬 | 0.3% | −21,421−55.4% | 減碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 9,152 | $82.8 萬 | 0.3% | −19,335−67.9% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 4,814 | $84.9 萬 | 0.3% | −69−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,252 | $86.1 萬 | 0.3% | +1,820+21.6% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 20,850 | $86.2 萬 | 0.3% | −2,351−10.1% | 減碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 17,822 | $86.7 萬 | 0.3% | −297−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 20,420 | $89.7 萬 | 0.3% | +617+3.1% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,981 | $90.2 萬 | 0.3% | −5,081−42.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 7,333 | $90.3 萬 | 0.3% | +5,930+422.7% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,373 | $90.5 萬 | 0.3% | −1,166−5.7% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 18,675 | $93.0 萬 | 0.4% | −2,805−13.1% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 18,894 | $93.5 萬 | 0.4% | −2,487−11.6% | 減碼 | – |
| Alps ETF Tr00162Q510 | ACTIVE EQTY OPPT | 23,455 | $94.5 萬 | 0.4% | +718+3.2% | 加碼 | – |
| VVisa Inc. | Stock | 4,649 | $96.6 萬 | 0.4% | +2,747+144.4% | 加碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 20,413 | $100.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12,314 | $101.6 萬 | 0.4% | −1,566−11.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 6,039 | $102.4 萬 | 0.4% | −1,320−17.9% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,270 | $121.3 萬 | 0.5% | +16,270 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 13,680 | $121.4 萬 | 0.5% | +3,409+33.2% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P608 | RIVRFRNT DYN DEV | 23,174 | $123.2 萬 | 0.5% | +1,262+5.8% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 28,372 | $129.1 萬 | 0.5% | +2,557+9.9% | 加碼 | – |
| GSKGSK plc | ADR | 36,757 | $129.2 萬 | 0.5% | +2,252+6.5% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 18,138 | $131.4 萬 | 0.5% | +1,839+11.3% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 9,751 | $132.4 萬 | 0.5% | +652+7.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 20,925 | $133.1 萬 | 0.5% | +879+4.4% | 加碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 52,595 | $134.6 萬 | 0.5% | −5,510−9.5% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 16,066 | $134.7 萬 | 0.5% | −93−0.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,425 | $136.5 萬 | 0.5% | −976−6.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 91,534 | $137.0 萬 | 0.5% | +2,844+3.2% | 加碼 | – |
| DDominion Energy, Inc | Stock | 22,460 | $137.7 萬 | 0.5% | +2,975+15.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 73,084 | $149.7 萬 | 0.6% | −797−1.1% | 減碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 25,479 | $153.7 萬 | 0.6% | +2,475+10.8% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 39,132 | $156.5 萬 | 0.6% | +2,173+5.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 34,365 | $157.1 萬 | 0.6% | +1,735+5.3% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 157,091 | $159.0 萬 | 0.6% | +22,266+16.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,088 | $162.9 萬 | 0.6% | −2,419−15.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,810 | $163.0 萬 | 0.6% | +4,033+10.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 10,847 | $164.4 萬 | 0.6% | +490+4.7% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（22 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ORLYO Reilly Automotive Inc | Stock | 1,814 | $127.6 萬 | 0.5% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,940 | $117.9 萬 | 0.5% | 歷史 |
| ZTSZoetis Inc. | Stock | 7,758 | $115.0 萬 | 0.5% | 歷史 |
| DHRDanaher Corp | Stock | 3,783 | $97.7 萬 | 0.4% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 648 | $97.4 萬 | 0.4% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,853 | $84.8 萬 | 0.3% | 歷史 |
| NFLXNetflix Inc | Stock | 3,368 | $79.3 萬 | 0.3% | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 16,236 | $71.6 萬 | 0.3% | – |
| METAMeta Platforms, Inc. | Stock | 5,245 | $71.2 萬 | 0.3% | 歷史 |
| ETSYEtsy Inc | COM | 6,860 | $68.7 萬 | 0.3% | 歷史 |
| COUPCoupa Software Inc | COM | 10,959 | $64.4 萬 | 0.3% | 歷史 |
| TWLOTwilio Inc | CL A | 8,030 | $55.5 萬 | 0.2% | 歷史 |
| MSCIMSCI Inc. | Stock | 1,307 | $55.1 萬 | 0.2% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 51,330 | $49.9 萬 | 0.2% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,021 | $47.8 萬 | 0.2% | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 6,426 | $36.6 萬 | 0.1% | – |
| Principal Exchange-Traded FD74255Y409 | HELTHCARE INDX | 7,403 | $25.4 萬 | 0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,891 | $23.9 萬 | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 2,554 | $23.4 萬 | 0.1% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 14,596 | $22.5 萬 | 0.1% | – |
| SHWSherwin Williams Co | COM | 1,082 | $22.2 萬 | 0.1% | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 5,519 | $21.8 萬 | 0.1% | – |