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Elevated Capital Advisors, LLC

SEC CIK
0001802387
最新申報
2026/8/3

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/1/27 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
831
較 2025 年第 3 季 +574
總值
$4.29 億
較 2025 年第 3 季 +$2,687 萬 (+6.7%)
申報日
2026/1/27
SEC
Elevated Capital Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF94$1,924<0.1%+94新進–
SHWSherwin Williams CoCOM6$1,944<0.1%+6新進歷史
RRXRegal Rexnord CorpCOM14$1,964<0.1%+14新進歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR35$1,982<0.1%+35新進歷史
CTSHCognizant Technology Solutions CorpCL A24$1,992<0.1%+24新進歷史
Global X FDS37954Y780INTERNET OF THNG54$1,996<0.1%+54新進–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET87$2,004<0.1%+87新進–
VACMarriott Vacations Worldwide CorpCOM35$2,019<0.1%+35新進歷史
PAASPan American Silver CorpStock39$2,026<0.1%+39新進歷史
Schwab U.S. REIT ETF808524847ETF98$2,047<0.1%+98新進–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT51$2,060<0.1%+51新進–
Vanguard Consumer Staples ETF92204A207ETF10$2,112<0.1%+10新進–
FCNCAFirst Citizens Bancshares IncCL A1$2,146<0.1%+1新進歷史
DOVDOVER CorpCOM11$2,148<0.1%+11新進歷史
EQNREquinor ASASPONSORED ADR91$2,150<0.1%+91新進歷史
HIIHuntington Ingalls Industries, Inc.COM6$2,168<0.1%+6新進歷史
DKSDick's Sporting Goods, Inc.Stock11$2,178<0.1%+11新進歷史
MTBM&T Bank CorpCOM11$2,216<0.1%+11新進歷史
EXPDExpeditors International of Washington IncCOM15$2,235<0.1%+15新進歷史
Vanguard S&P 500 Growth ETF921932505ETF5$2,247<0.1%+5新進–
CTASCintas CorpStock12$2,257<0.1%+12新進歷史
CPRTCopart IncCOM58$2,271<0.1%+58新進歷史
LVSLas Vegas Sands CorpCOM35$2,278<0.1%+35新進歷史
Invesco Exchange Traded FD T46137V373S&P500 EQL STP80$2,322<0.1%+80新進–
VVVValvoline IncCOM80$2,325<0.1%+80新進歷史
NDAQNasdaq, Inc.COM24$2,331<0.1%+24新進歷史
MGMMGM Resorts InternationalStock64$2,335<0.1%+64新進歷史
Amplify Digital Payments ETF032108656ETF45$2,342<0.1%+45新進–
BHPBHP Group LtdADR39$2,354<0.1%+39新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR125$2,416<0.1%+125新進歷史
Amplify Video Game Tech ETF032108615WEDBUSH VID GAME27$2,447<0.1%+27新進–
PFGCPerformance Food Group CoCOM28$2,518<0.1%+28新進歷史
BlackRock ETF Trust II092528504ISHARES AAA CLO49$2,535<0.1%+49新進–
iShares Tr464289180MSCI EURO FL ETF69$2,559<0.1%+69新進–
COHRCoherent Corp.COM14$2,584<0.1%+14新進歷史
NUENucor CorpCOM16$2,610<0.1%+16新進歷史
TTETotalEnergies SEACT40$2,617<0.1%+40新進歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF62$2,647<0.1%+62新進–
ARCCAres Capital CorpCEF131$2,650<0.1%+131新進歷史
MSIMotorola Solutions, Inc.Stock7$2,683<0.1%+7新進歷史
VLTOVeralto CorpStock27$2,694<0.1%+27新進歷史
First Tr Exchange-Traded FD33734X168MATERIALS ALPH42$2,711<0.1%+42新進–
APDAir Products & Chemicals, Inc.Stock11$2,717<0.1%+11新進歷史
WBDWarner Bros. Discovery, Inc.Stock97$2,796<0.1%+97新進歷史
ELVElevance Health, Inc.Stock8$2,804<0.1%+8新進歷史
Global X FDS37954Y483NASDAQ 100 COVER161$2,845<0.1%+161新進–
INGING Groep NVSPONSORED ADR102$2,856<0.1%+102新進歷史
EAElectronic Arts Inc.COM14$2,866<0.1%+14新進歷史
RIORio Tinto PLCADR36$2,881<0.1%+36新進歷史
SAPSAP SEADR12$2,915<0.1%+12新進歷史
LHXL3HARRIS Technologies, Inc.Stock10$2,936<0.1%+10新進歷史
SONYSony Group CorpSPONSORED ADR115$2,944<0.1%+115新進歷史
AALAmerican Airlines Group Inc.Stock200$3,066<0.1%+200新進歷史
NVONovo Nordisk A SADR61$3,104<0.1%+61新進歷史
GOROGoldgroup Mining Inc.COM3,809$3,154<0.1%+3,809新進歷史
BPBP PLCADR91$3,160<0.1%+91新進歷史
PSKYParamount Skydance CorpCOM CL B240$3,216<0.1%+240新進歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM103$3,237<0.1%+103新進歷史
J P Morgan Exchange Traded F46654Q773JPMORGAM LTD DUR62$3,245<0.1%+62新進–
iShares Tr46435G326CORE MSCI INTL40$3,277<0.1%+40新進–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL44$3,290<0.1%+44新進–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF67$3,291<0.1%+67新進–
TTWOTake Two Interactive Software IncCOM13$3,328<0.1%+13新進歷史
PNCPNC Financial Services Group, Inc.Stock16$3,340<0.1%+16新進歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF81$3,343<0.1%+81新進–
PSXPhillips 66Stock26$3,347<0.1%+26新進歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF67$3,366<0.1%+67新進–
DYDycom Industries IncCOM10$3,379<0.1%+10新進歷史
AIGAmerican International Group, Inc.Stock40$3,422<0.1%+40新進歷史
Simplify Exchange Traded Fun82889N830HIGH YIELD ETF155$3,451<0.1%+155新進–
PIMCO ETF Tr72201R619PREFERRED AND CP68$3,487<0.1%+68新進–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF60$3,492<0.1%+60新進–
BDXBecton Dickinson & CoStock18$3,493<0.1%+18新進歷史
Calamos ETF Tr12811T407CEF INCOME & ARB121$3,499<0.1%+121新進–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF78$3,512<0.1%+78新進–
SGISomnigroup International Inc.COM40$3,571<0.1%+40新進歷史
MCOMoodys CorpStock7$3,576<0.1%+7新進歷史
VSTVistra Corp.Stock22$3,595<0.1%+22新進歷史
Vanguard Star FDS921909768VG TL INTL STK F49$3,716<0.1%+49新進–
ProShares Tr74348A467S&P 500 DV ARIST36$3,747<0.1%+36新進–
ORealty Income CorpREIT67$3,777<0.1%+67新進歷史
SNASnap-on IncCOM11$3,791<0.1%+11新進歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF83$3,821<0.1%+83新進–
ADSKAutodesk, Inc.COM13$3,848<0.1%+13新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM5$3,859<0.1%+5新進歷史
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM200$3,862<0.1%+200新進歷史
SANBanco Santander, S.A.ADR333$3,906<0.1%+333新進歷史
UMCUnited Microelectronics CorpSPON ADR NEW500$3,930<0.1%+500新進歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF44$4,021<0.1%+44新進–
AVYAvery Dennison CorpCOM23$4,183<0.1%+23新進歷史
MSMMSC Industrial Direct Co IncCL A51$4,289<0.1%+51新進歷史
APHAmphenol CorpCL A32$4,324<0.1%+32新進歷史
USFDUS Foods Holding Corp.COM58$4,369<0.1%+58新進歷史
RBB FD Inc74933W452F/M US TREASURY89$4,421<0.1%+89新進–
ITWIllinois Tool Works IncStock18$4,433<0.1%+18新進歷史
MSCIMSCI Inc.Stock8$4,590<0.1%+8新進歷史
CICigna GroupStock17$4,685<0.1%+17新進歷史
SCHWSchwab Charles CorpStock47$4,696<0.1%+47新進歷史
GDGeneral Dynamics CorpStock14$4,713<0.1%+14新進歷史
CRWDCrowdStrike Holdings, Inc.Stock10$4,719<0.1%+10新進歷史

2025 年第 3 季之後清倉(3 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Elevated Capital Advisors, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
IPGInterpublic Group of Companies, Inc.COM28,793$80.4 萬0.2%歷史
IAUiShares Gold TrustETF3,537$25.7 萬0.1%歷史
Blackstone Mortgage Trust IN09257WAE0NOTE 5.500% 3/1–$2.45 萬<0.1%–