Elevated Capital Advisors, LLC
- SEC CIK
- 0001802387
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 252
- 較 2025 年第 1 季 0
- 總值
- $3.57 億
- 較 2025 年第 1 季 $0 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 1,485 | $73.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 6,800 | $74.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BENFranklin Templeton Inc | COM | 38,617 | $74.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,918 | $74.6 萬 | 0.2% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 18,124 | $74.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Aim ETF Products Trust00888H687 | ALLIANZIM US EQT | 26,191 | $74.8 萬 | 0.2% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,513 | $75.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 22,530 | $75.5 萬 | 0.2% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 5,777 | $76.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,427 | $77.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 10,530 | $77.5 萬 | 0.2% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 19,812 | $77.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 13,182 | $77.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 5,628 | $77.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EGEverest Group, Ltd. | COM | 2,149 | $78.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,157 | $79.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 9,372 | $79.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OGEOGE Energy Corp. | COM | 17,266 | $79.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 79,404 | $79.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 22,285 | $80.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,857 | $80.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 29,680 | $80.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,867 | $81.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 20,019 | $82.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 10,112 | $83.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 52,607 | $84.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,871 | $84.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 44,703 | $84.3 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 1,374 | $84.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 57,313 | $86.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMAComerica Inc | COM | 14,675 | $86.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L761 | CR SCD US BD | 17,982 | $86.9 萬 | 0.2% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 1,099 | $87.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 66,729 | $88.3 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 8,998 | $88.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LNTAlliant Energy Corp | Stock | 13,801 | $88.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,179 | $89.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,875 | $89.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,805 | $89.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 20,413 | $90.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,778 | $90.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 21,965 | $90.9 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 11,512 | $91.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,795 | $92.1 萬 | 0.3% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 27,915 | $92.7 萬 | 0.3% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 19,547 | $94.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 19,489 | $95.0 萬 | 0.3% | 00.0% | 不變 | – |
| WSMWilliams Sonoma Inc | COM | 6,066 | $95.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMSCMS Energy Corp | COM | 12,819 | $96.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 11,760 | $96.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WSOWatsco Inc | COM | 1,918 | $97.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,878 | $97.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 9,968 | $98.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 23,481 | $99.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 36,814 | $100.4 萬 | 0.3% | 00.0% | 不變 | – |
| FNFFidelity National Financial, Inc. | COM SHS | 15,457 | $100.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,943 | $100.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 21,946 | $101.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 18,080 | $101.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,937 | $101.5 萬 | 0.3% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 12,080 | $102.1 萬 | 0.3% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 34,182 | $102.3 萬 | 0.3% | 00.0% | 不變 | – |
| Elevation Series Trust210322400 | TRUSHARES BULL | 41,182 | $102.4 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,806 | $104.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 14,896 | $104.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 9,419 | $105.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,584 | $106.5 萬 | 0.3% | 00.0% | 不變 | – |
| NRGNRG Energy, Inc. | Stock | 11,178 | $106.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 35,640 | $108.3 萬 | 0.3% | 00.0% | 不變 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 12,751 | $108.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,553 | $108.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 22,497 | $108.7 萬 | 0.3% | 00.0% | 不變 | – |
| Elevation Series Trust210322509 | TRUESHARES QUART | 45,870 | $113.7 萬 | 0.3% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 7,381 | $113.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 20,050 | $117.4 萬 | 0.3% | 00.0% | 不變 | – |
| NINisource Inc. | COM | 29,290 | $117.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 72,300 | $118.2 萬 | 0.3% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 6,957 | $118.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,140 | $119.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,147 | $120.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 11,109 | $121.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Listed FD Tr53656F672 | TRUESHARES DEC | 34,020 | $121.9 萬 | 0.3% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 18,282 | $125.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 52,634 | $127.4 萬 | 0.4% | 00.0% | 不變 | – |
| IPInternational Paper Co | COM | 24,044 | $128.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 45,761 | $129.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,395 | $131.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 24,165 | $132.5 萬 | 0.4% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 15,557 | $133.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,481 | $134.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,530 | $134.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,153 | $137.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,560 | $138.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 61,040 | $140.3 萬 | 0.4% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 10,060 | $143.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,884 | $144.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,397 | $145.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,787 | $149.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 30,023 | $150.1 萬 | 0.4% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 1,833 | $151.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |