Elevated Capital Advisors, LLC
- SEC CIK
- 0001802387
- 最新申報
- 2026/8/3
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/3 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 849
- 較 2026 年第 1 季 +6
- 總值
- $3.64 億
- 較 2026 年第 1 季 −$3,372 萬 (−8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 58 | $5,741 | <0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 6 | $5,769 | <0.1% | −4−40.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 17 | $5,793 | <0.1% | 00.0% | 不變 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 58 | $5,931 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 51 | $6,066 | <0.1% | 00.0% | 不變 | 歷史 |
| PMOFranklin Municipal Opportunities Trust | SH BEN INT | 595 | $6,271 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 81 | $6,337 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y772 | LNTY THMTC ETF | 179 | $6,447 | <0.1% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 139 | $6,462 | <0.1% | 00.0% | 不變 | 歷史 |
| Aim ETF Products Trust00888H547 | ALLIANZIM US EQT | 217 | $6,601 | <0.1% | −84−27.9% | 減碼 | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 214 | $6,602 | <0.1% | −82−27.7% | 減碼 | – |
| MARMarriott International Inc | Stock | 18 | $6,671 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 40 | $6,792 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 6 | $6,797 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 120 | $6,840 | <0.1% | 00.0% | 不變 | – |
| AMXAmerica Movil SAB de CV | SPON ADS RP CL B | 264 | $6,861 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 29 | $6,889 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 238 | $6,904 | <0.1% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 80 | $6,914 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 72 | $6,954 | <0.1% | 00.0% | 不變 | – |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 279 | $6,992 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 48 | $7,013 | <0.1% | 00.0% | 不變 | 歷史 |
| TTETotalEnergies SE | ACT | 91 | $7,076 | <0.1% | +51+127.5% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 70 | $7,116 | <0.1% | +70 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 71 | $7,375 | <0.1% | 00.0% | 不變 | – |
| DKNGDraftKings Inc. | Stock | 292 | $7,376 | <0.1% | −75−20.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 39 | $7,395 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 100 | $7,531 | <0.1% | −46−31.5% | 減碼 | – |
| WTFCWintrust Financial Corp | COM | 47 | $7,554 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 129 | $7,597 | <0.1% | 00.0% | 不變 | – |
| ULTAUlta Beauty, Inc. | Stock | 17 | $7,667 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRECbre Group, Inc. | CL A | 57 | $7,677 | <0.1% | −20−26.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10 | $7,683 | <0.1% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q536 | DYNA CORE IN ETF | 346 | $7,711 | <0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 120 | $7,740 | <0.1% | 00.0% | 不變 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 58 | $7,804 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 160 | $7,918 | <0.1% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 171 | $7,936 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 185 | $7,966 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 23 | $7,977 | <0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 180 | $7,983 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 33 | $8,000 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 109 | $8,029 | <0.1% | +109 | 新進 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 176 | $8,077 | <0.1% | 00.0% | 不變 | – |
| WALWestern Alliance Bancorporation | COM | 103 | $8,472 | <0.1% | −30−22.6% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 250 | $8,500 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289446 | RUS TOP 200 ETF | 46 | $8,508 | <0.1% | 00.0% | 不變 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 27 | $8,573 | <0.1% | −9−25.0% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 64 | $8,681 | <0.1% | −1−1.0% | 減碼依 1 比 3 拆股換算 | 歷史 |
| ProShares Tr74347R131 | SHRT HGH YIELD | 575 | $8,706 | <0.1% | 00.0% | 不變 | – |
| Putnam ETF Trust746729789 | FRAN MU HI YI ET | 740 | $8,791 | <0.1% | 00.0% | 不變 | – |
| HWMHowmet Aerospace Inc. | Stock | 33 | $8,872 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 61 | $8,918 | <0.1% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 500 | $8,965 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 68 | $8,991 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 81 | $9,518 | <0.1% | +81 | 新進 | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 272 | $9,697 | <0.1% | 00.0% | 不變 | – |
| HOGHarley-Davidson, Inc. | COM | 400 | $9,784 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 244 | $9,902 | <0.1% | +244 | 新進 | – |
| ALSNAllison Transmission Holdings Inc | Stock | 89 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 21 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 341 | $1.04 萬 | <0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072Q762 | MARKETDESK FOCUS | 238 | $1.04 萬 | <0.1% | +238 | 新進 | – |
| First Tr Exch Traded FD III33739P707 | RIVR FRNT DYN | 112 | $1.05 萬 | <0.1% | 00.0% | 不變 | – |
| Elevation Series Trust210322822 | TRUESHARES STRCT | 232 | $1.05 萬 | <0.1% | 00.0% | 不變 | – |
| MMacy's, Inc. | COM | 462 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 206 | $1.10 萬 | <0.1% | +206 | 新進 | – |
| RVTYRevvity, Inc. | COM | 100 | $1.12 萬 | <0.1% | −269−72.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 45 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Elevation Series Trust210322855 | TRUESHARES STRUC | 281 | $1.12 萬 | <0.1% | 00.0% | 不變 | – |
| Elevation Series Trust210322863 | TRUESHARES STRUC | 306 | $1.12 萬 | <0.1% | 00.0% | 不變 | – |
| Elevation Series Trust210322772 | TRUESHARES NOV | 240 | $1.13 萬 | <0.1% | 00.0% | 不變 | – |
| AEEAmeren Corp | COM | 100 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 59 | $1.13 萬 | <0.1% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 198 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 704 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 204 | $1.15 萬 | <0.1% | −99−32.7% | 減碼 | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 76 | $1.17 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 496 | $1.17 萬 | <0.1% | +250+101.6% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 143 | $1.18 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 99 | $1.18 萬 | <0.1% | 00.0% | 不變 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 144 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R593 | COMMODITY STRAT | 394 | $1.21 萬 | <0.1% | −87−18.1% | 減碼 | – |
| CTVACorteva, Inc. | Stock | 143 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXTRExtreme Networks Inc | COM | 378 | $1.22 萬 | <0.1% | −853−69.3% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 97 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 192 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDWCDW Corp | COM | 88 | $1.24 萬 | <0.1% | −8−8.3% | 減碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 302 | $1.25 萬 | <0.1% | −34−10.1% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 40 | $1.26 萬 | <0.1% | −6−13.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 80 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 258 | $1.30 萬 | <0.1% | −49−16.0% | 減碼 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 348 | $1.32 萬 | <0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 28 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 500 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 175 | $1.38 萬 | <0.1% | −496−73.9% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 42 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 7 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 146 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 138 | $1.41 萬 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（23 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 16,249 | $275.7 萬 | 0.7% | 歷史 |
| HONHoneywell International Inc | COM | 3,465 | $78.3 萬 | 0.2% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 1,217 | $5.69 萬 | <0.1% | 歷史 |
| Listed FDS Tr53656G191 | TEUCRIUM 2X LONG | 2,455 | $9,427 | <0.1% | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 191 | $9,197 | <0.1% | – |
| PKSTPeakstone Realty Trust | Common Stock | 380 | $7,938 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 430 | $7,714 | <0.1% | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 169 | $7,343 | <0.1% | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 184 | $5,719 | <0.1% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 183 | $5,633 | <0.1% | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 131 | $5,126 | <0.1% | – |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 104 | $4,983 | <0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 90 | $4,314 | <0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 44 | $4,032 | <0.1% | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 375 | $3,703 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 10 | $3,452 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 81 | $3,251 | <0.1% | – |
| DNPDNP Select Income Fund Inc | COM | 307 | $3,166 | <0.1% | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 161 | $2,761 | <0.1% | – |
| CTRACoterra Energy Inc. | Stock | 63 | $2,214 | <0.1% | 歷史 |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 79 | $474 | <0.1% | 歷史 |
| Elevation Series Trust210322814 | TRUESHARES STRUC | 8 | $325 | <0.1% | – |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 8 | $60 | <0.1% | 歷史 |