Elevated Capital Advisors, LLC
- SEC CIK
- 0001802387
- 最新申報
- 2026/8/3
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 169
- 較 2022 年第 4 季 +14
- 總值
- $2.79 億
- 較 2022 年第 4 季 +$1,699 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SLQTSelectQuote, Inc. | COM | 32,854 | $7.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,939 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 3,949 | $20.6 萬 | 0.1% | +3,949 | 新進 | – |
| iShares Tips Bond ETF464287176 | ETF | 1,968 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 548 | $22.4 萬 | 0.1% | −4−0.7% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,644 | $22.8 萬 | 0.1% | +4,644 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 8,174 | $23.2 萬 | 0.1% | −98−1.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 6,228 | $23.3 萬 | 0.1% | +6,228 | 新進 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,670 | $23.6 萬 | 0.1% | +5,670 | 新進 | – |
| AMGNAmgen Inc | Stock | 1,002 | $24.2 萬 | 0.1% | +56+5.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,235 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,549 | $25.6 萬 | 0.1% | −31−2.0% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,262 | $25.6 萬 | 0.1% | −44−1.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,705 | $27.4 萬 | 0.1% | −42−1.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,846 | $28.1 萬 | 0.1% | +27+1.5% | 加碼 | – |
| AFLAflac Inc | Stock | 4,520 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 622 | $29.4 萬 | 0.1% | +17+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 971 | $30.0 萬 | 0.1% | −46−4.5% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,378 | $30.8 萬 | 0.1% | −790−19.0% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,565 | $31.3 萬 | 0.1% | +45+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,535 | $31.3 萬 | 0.1% | +292+23.5% | 加碼 | – |
| WSTWest Pharmaceutical Services Inc | COM | 917 | $31.8 萬 | 0.1% | −39−4.1% | 減碼 | 歷史 |
| WUWestern Union CO | Stock | 29,084 | $32.4 萬 | 0.1% | +1,889+6.9% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,422 | $33.6 萬 | 0.1% | +33+1.4% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,325 | $33.8 萬 | 0.1% | +55+4.3% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 5,695 | $34.2 萬 | 0.1% | −121−2.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,257 | $34.6 萬 | 0.1% | +53+0.9% | 加碼 | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 10,397 | $35.0 萬 | 0.1% | −346−3.2% | 減碼 | – |
| PBProsperity Bancshares Inc | COM | 5,801 | $35.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,058 | $36.3 萬 | 0.1% | +60+6.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 18,023 | $36.3 萬 | 0.1% | +18,023 | 新進 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 3,490 | $36.7 萬 | 0.1% | +212+6.5% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,929 | $39.5 萬 | 0.1% | −84−4.2% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 3,248 | $39.5 萬 | 0.1% | +82+2.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,955 | $39.6 萬 | 0.1% | −266−6.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P707 | RIVR FRNT DYN | 7,817 | $41.8 萬 | 0.1% | +7,817 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 7,418 | $43.0 萬 | 0.2% | −4,640−38.5% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 7,413 | $44.8 萬 | 0.2% | +7,413 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 11,096 | $45.2 萬 | 0.2% | +38+0.3% | 加碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,654 | $45.6 萬 | 0.2% | +102+6.6% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 1,324 | $45.6 萬 | 0.2% | +28+2.2% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,294 | $46.3 萬 | 0.2% | +6+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,429 | $47.1 萬 | 0.2% | +39+1.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,437 | $49.6 萬 | 0.2% | −666−4.1% | 減碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 4,405 | $49.7 萬 | 0.2% | +90+2.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,448 | $50.0 萬 | 0.2% | +27+1.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,102 | $51.2 萬 | 0.2% | +10+0.9% | 加碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 10,701 | $51.5 萬 | 0.2% | −2,050−16.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,634 | $53.1 萬 | 0.2% | +194+4.4% | 加碼 | 歷史 |
| SHELShell plc | ADR | 9,259 | $53.3 萬 | 0.2% | −1,800−16.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,895 | $54.2 萬 | 0.2% | +41+2.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,225 | $54.6 萬 | 0.2% | +22+1.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,897 | $55.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 905 | $58.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,660 | $60.3 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,055 | $60.8 萬 | 0.2% | +15+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,248 | $62.0 萬 | 0.2% | −5−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,177 | $64.2 萬 | 0.2% | +62+2.9% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 13,139 | $65.2 萬 | 0.2% | +907+7.4% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,692 | $65.2 萬 | 0.2% | −31−1.8% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 13,259 | $65.4 萬 | 0.2% | +13,259 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,953 | $65.8 萬 | 0.2% | +424+7.7% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 5,655 | $69.5 萬 | 0.2% | +110+2.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,526 | $71.9 萬 | 0.3% | +249+3.4% | 加碼 | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 33,251 | $73.3 萬 | 0.3% | +640+2.0% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 15,221 | $76.9 萬 | 0.3% | −3,454−18.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,186 | $77.5 萬 | 0.3% | +14,186 | 新進 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 15,257 | $78.2 萬 | 0.3% | −3,637−19.2% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,069 | $79.1 萬 | 0.3% | −1,749−17.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q510 | ACTIVE EQTY OPPT | 19,520 | $81.1 萬 | 0.3% | −3,935−16.8% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 20,110 | $81.6 萬 | 0.3% | −740−3.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,407 | $82.3 萬 | 0.3% | +4,407 | 新進 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,251 | $82.6 萬 | 0.3% | +18,251 | 新進 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,251 | $82.6 萬 | 0.3% | +8,251 | 新進 | – |
| GBCIGlacier Bancorp, Inc. | COM | 20,413 | $85.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 17,698 | $86.8 萬 | 0.3% | −124−0.7% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 4,689 | $90.0 萬 | 0.3% | −125−2.6% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,568 | $90.6 萬 | 0.3% | −805−4.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 20,938 | $94.3 萬 | 0.3% | +518+2.5% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 35,120 | $98.4 萬 | 0.4% | +35,120 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 11,886 | $98.7 萬 | 0.4% | −428−3.5% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,842 | $99.6 萬 | 0.4% | +2,012+25.7% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,706 | $100.3 萬 | 0.4% | −275−3.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,671 | $102.0 萬 | 0.4% | −153−4.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,564 | $102.9 萬 | 0.4% | −85−1.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,726 | $104.9 萬 | 0.4% | −313−5.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,279 | $106.2 萬 | 0.4% | +27+0.3% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,440 | $122.8 萬 | 0.4% | +170+1.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 58,933 | $128.0 萬 | 0.5% | +58,933 | 新進 | – |
| GSKGSK plc | ADR | 36,462 | $129.7 萬 | 0.5% | −295−0.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 20,984 | $130.2 萬 | 0.5% | +59+0.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 9,729 | $130.6 萬 | 0.5% | −22−0.2% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,838 | $135.4 萬 | 0.5% | −228−1.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 93,468 | $137.0 萬 | 0.5% | +1,934+2.1% | 加碼 | – |
| DDominion Energy, Inc | Stock | 24,545 | $137.2 萬 | 0.5% | +2,085+9.3% | 加碼 | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 54,084 | $140.5 萬 | 0.5% | +1,489+2.8% | 加碼 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 40,091 | $140.8 萬 | 0.5% | +959+2.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,965 | $144.7 萬 | 0.5% | +540+3.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,920 | $144.8 萬 | 0.5% | +240+1.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,114 | $147.6 萬 | 0.5% | −219−3.0% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（2 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46429B655 | FLTG RATE NT ETF | 46,031 | $231.7 萬 | 0.9% | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 9,152 | $82.8 萬 | 0.3% | – |