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 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 4,369 | $18.1 萬 | <0.1% | −10,054−69.7% | 減碼 | – |
| STLDSteel Dynamics Inc | COM | 869 | $19.9 萬 | 0.1% | −978−53.0% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 2,528 | $20.1 萬 | 0.1% | +399+18.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,415 | $20.3 萬 | 0.1% | −1,408−49.9% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,625 | $20.4 萬 | 0.1% | −435−8.6% | 減碼 | – |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 9,519 | $20.6 萬 | 0.1% | −7,227−43.2% | 減碼 | – |
| CAGConagra Brands Inc. | Stock | 15,640 | $21.1 萬 | 0.1% | −14,338−47.8% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 1,751 | $21.9 萬 | 0.1% | −717−29.1% | 減碼 | 歷史 |
| Neos ETF Trust78433H576 | NASDAQ 100 HDGD | 4,021 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| SGOLabrdn Gold ETF Trust | ETF | 5,917 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 447 | $22.8 萬 | 0.1% | −260−36.8% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 10,477 | $23.0 萬 | 0.1% | −13,243−55.8% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,698 | $23.1 萬 | 0.1% | +1,854+219.7% | 加碼 | – |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 10,252 | $23.4 萬 | 0.1% | −461−4.3% | 減碼 | – |
| Elevation Series Trust210322582 | TRUESHARES S&P | 9,503 | $23.5 萬 | 0.1% | +9,489+67,778.6% | 加碼 | – |
| PIMCO ETF Tr72201R551 | US STK PLUS AC | 4,382 | $23.8 萬 | 0.1% | +4,382 | 新進 | – |
| UMBFUmb Financial Corp | COM | 1,667 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NINisource Inc. | COM | 5,139 | $24.4 萬 | 0.1% | −513−9.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,788 | $24.5 萬 | 0.1% | −2,782−49.9% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 3,624 | $24.6 萬 | 0.1% | −5,204−58.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 825 | $24.6 萬 | 0.1% | −82−9.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 639 | $25.4 萬 | 0.1% | −386−37.7% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 730 | $26.2 萬 | 0.1% | −677−48.1% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,608 | $26.5 萬 | 0.1% | −1,300−44.7% | 減碼 | 歷史 |
| WUWestern Union CO | Stock | 35,741 | $27.5 萬 | 0.1% | −24,183−40.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,360 | $27.5 萬 | 0.1% | −917−28.0% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 5,399 | $28.3 萬 | 0.1% | +1,190+28.3% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,592 | $28.4 萬 | 0.1% | −433−7.2% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,515 | $28.5 萬 | 0.1% | −3,573−50.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,706 | $28.6 萬 | 0.1% | +10+0.3% | 加碼 | – |
| MSMorgan Stanley | Stock | 1,368 | $28.6 萬 | 0.1% | −945−40.9% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,349 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 11,025 | $29.1 萬 | 0.1% | −482−4.2% | 減碼 | – |
| Simplify Exchange Traded Fun82889N301 | US EQT PLS UPSID | 5,995 | $29.5 萬 | 0.1% | −5,641−48.5% | 減碼 | – |
| PNWPinnacle West Capital Corp | COM | 2,778 | $29.7 萬 | 0.1% | −3,414−55.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 687 | $29.8 萬 | 0.1% | −116−14.4% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 5,056 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,935 | $29.8 萬 | 0.1% | −272−4.4% | 減碼 | – |
| Elevation Series Trust210322780 | TRUESHARES OCT | 6,538 | $29.9 萬 | 0.1% | −6,193−48.6% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,548 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| VRSKVerisk Analytics, Inc. | COM | 1,674 | $30.1 萬 | 0.1% | −858−33.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,351 | $30.2 萬 | 0.1% | −89−3.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,322 | $30.4 萬 | 0.1% | −9,823−48.8% | 減碼 | – |
| PPLPPL Corp | COM | 8,461 | $30.8 萬 | 0.1% | −8,687−50.7% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 4,065 | $30.8 萬 | 0.1% | −5,104−55.7% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,915 | $31.3 萬 | 0.1% | −1,547−44.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,336 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288588 | MBS ETF | 3,321 | $31.4 萬 | 0.1% | +281+9.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 7,680 | $31.5 萬 | 0.1% | −7,474−49.3% | 減碼 | – |
| Elevation Series Trust210322566 | TRUESHARES EQTY | 12,758 | $31.5 萬 | 0.1% | +6,587+106.7% | 加碼 | – |
| ETREntergy Corp | COM | 2,753 | $31.6 萬 | 0.1% | −103−3.6% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 2,094 | $31.9 萬 | 0.1% | −2,219−51.4% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,810 | $32.1 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 6,537 | $32.2 萬 | 0.1% | −14,571−69.0% | 減碼 | – |
| OGEOGE Energy Corp. | COM | 6,623 | $32.2 萬 | 0.1% | −7,290−52.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,775 | $32.4 萬 | 0.1% | −3,167−53.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,669 | $32.7 萬 | 0.1% | −1,923−25.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 11,279 | $32.8 萬 | 0.1% | −25,601−69.4% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 2,782 | $32.8 萬 | 0.1% | −3,359−54.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 2,363 | $33.1 萬 | 0.1% | −1,652−41.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 822 | $33.5 萬 | 0.1% | −592−41.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,523 | $33.6 萬 | 0.1% | −704−31.6% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,893 | $33.9 萬 | 0.1% | −28,059−65.3% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 3,165 | $34.0 萬 | 0.1% | −2,288−42.0% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 6,467 | $34.0 萬 | 0.1% | −6,987−51.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,604 | $34.1 萬 | 0.1% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H570 | ALLIANZIM EQ BUF | 10,646 | $34.2 萬 | 0.1% | −9,390−46.9% | 減碼 | – |
| Flexshares Tr33939L761 | CR SCD US BD | 7,044 | $34.2 萬 | 0.1% | −15,715−69.0% | 減碼 | – |
| ESEversource Energy | Stock | 4,742 | $34.3 萬 | 0.1% | −5,550−53.9% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 3,945 | $34.3 萬 | 0.1% | −3,814−49.2% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 7,351 | $34.9 萬 | 0.1% | −7,747−51.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,526 | $35.0 萬 | 0.1% | −2,045−36.7% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 7,543 | $35.2 萬 | 0.1% | −7,637−50.3% | 減碼 | 歷史 |
| BGBunge Global SA | COM SHS | 3,339 | $35.6 萬 | 0.1% | −4,081−55.0% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,253 | $35.7 萬 | 0.1% | −108−4.6% | 減碼 | – |
| EIXEdison International | Stock | 4,811 | $35.8 萬 | 0.1% | −5,173−51.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 715 | $35.9 萬 | 0.1% | −494−40.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,790 | $36.1 萬 | 0.1% | −532−7.3% | 減碼 | – |
| HONAHoneywell Aerospace Inc. | COM | 1,633 | $36.1 萬 | 0.1% | +1,633 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 14,772 | $36.3 萬 | 0.1% | −3,909−20.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | Stock | 1,633 | $36.6 萬 | 0.1% | +1,633 | 新進 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,941 | $36.8 萬 | 0.1% | −722−15.5% | 減碼 | 歷史 |
| CMSCMS Energy Corp | COM | 4,849 | $37.1 萬 | 0.1% | −5,052−51.0% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 8,644 | $37.3 萬 | 0.1% | +1,410+19.5% | 加碼 | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 7,400 | $37.5 萬 | 0.1% | +5,548+299.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 504 | $37.6 萬 | 0.1% | −2−0.4% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 10,009 | $38.1 萬 | 0.1% | −8,850−46.9% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,072 | $38.3 萬 | 0.1% | −895−45.5% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 4,282 | $38.8 萬 | 0.1% | −1,435−25.1% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 3,604 | $38.8 萬 | 0.1% | −4,055−52.9% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,074 | $39.3 萬 | 0.1% | +48+4.7% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,686 | $39.3 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 6,160 | $39.5 萬 | 0.1% | +3,691+149.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 4,119 | $39.6 萬 | 0.1% | −2,498−37.8% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 19,237 | $39.8 萬 | 0.1% | −16,129−45.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 2,873 | $40.1 萬 | 0.1% | −579−16.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,714 | $40.2 萬 | 0.1% | +6+0.2% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 2,578 | $40.4 萬 | 0.1% | −1,510−36.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,200 | $40.6 萬 | 0.1% | −8−0.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,726 | $41.2 萬 | 0.1% | −6,460−53.0% | 減碼 | 歷史 |
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 |