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Elevation Capital Advisory, LLC

SEC CIK
0001871112
最新申報
2026/7/27

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/16 申報。只含多頭部位。

機構總覽
持股檔數
40
2024 年第 1 季沒有申報
總值
$2.19 億
2024 年第 1 季沒有申報
申報日
2024/8/16
SEC

Elevation Capital Advisory, LLC 沒有申報 2024 年第 1 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。

Elevation Capital Advisory, LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Collaborative Investmnt Ser19423L615MINDFUL CNSRVTV1,025,828$2,199 萬10.0%–––
Collaborative Investmnt Ser19423L524MOHR SECTOR NAV424,383$1,259 萬5.7%–––
iShares Russell Top 200 Growth ETF464289438ETF55,542$1,191 萬5.4%–––
Fidelity Comwlth Tr315912808NASDAQ COMPSIT152,877$1,069 萬4.9%–––
Invesco QQQ Trust Series I46090E103ETF21,516$1,031 萬4.7%–––
iShares S&P 100 ETF464287101ETF37,621$994.3 萬4.5%–––
Vanguard World FD921910816MEGA GRWTH IND31,516$990.3 萬4.5%–––
RBB FD Inc74933W601MOTLEY FOL ETF179,967$968.6 萬4.4%–––
Vanguard Morningstar Growth ETF922908736ETF24,941$932.8 萬4.3%–––
iShares S&P 500 Growth ETF464287309ETF100,472$929.8 萬4.2%–––
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF97,945$925.1 萬4.2%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF89,453$902.0 萬4.1%–––
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF80,354$737.5 萬3.4%–––
Collaborative Investmnt Ser19423L581ADAPTIVE CORE284,831$617.5 萬2.8%–––
Collaborative Investmnt Ser19423L623MOHR GROWTH ETF285,750$611.3 萬2.8%–––
ProShares Tr74347B607INVT INT RT HG79,006$602.9 萬2.8%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF331,241$575.0 萬2.6%–––
iShares Tr464289446RUS TOP 200 ETF42,880$574.4 萬2.6%–––
iShares Tr464289867CORE 60 BALA ETF99,963$563.0 萬2.6%–––
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF112,317$545.2 萬2.5%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD68,203$527.0 萬2.4%–––
SPDR Series Trust78468R200ST STR RATE ETF161,572$498.5 萬2.3%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF49,153$393.9 萬1.8%–––
Vanguard World FD921910873MEGA CAP INDEX18,210$359.3 萬1.6%–––
iShares MSCI USA Quality Factor ETF46432F339ETF19,503$333.0 萬1.5%–––
iShares Tr464289859CORE 80 20 ETF43,267$323.6 萬1.5%–––
SPDR Series Trust78464A292ST STR PFD ETF86,391$293.1 萬1.3%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL68,133$276.8 萬1.3%–––
Vanguard Information Technology ETF92204A702ETF3,440$198.3 萬0.9%–––
Vanguard Financials ETF92204A405ETF9,281$92.7 萬0.4%–––
Vanguard Communication Services ETF92204A884ETF5,254$72.6 萬0.3%–––
Vanguard Health Care ETF92204A504ETF2,645$70.4 萬0.3%–––
Vanguard Industrials ETF92204A603ETF1,946$45.8 萬0.2%–––
Vanguard S&P 500 Growth ETF921932505ETF1,139$38.0 萬0.2%–––
Vanguard Dividend Appreciation ETF921908844ETF1,894$34.6 萬0.2%–––
iShares Core S&P U.S. Growth ETF464287671ETF2,403$30.6 萬0.1%–––
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,265$28.7 萬0.1%–––
Fidelity Covington Trust316092329FIDELITY MAGELAN8,925$26.5 萬0.1%–––
Nushares ETF Tr67092P201NUVEEN ESG LRGCP3,014$24.5 萬0.1%–––
Legg Mason ETF Invt524682200CLEARBRIDGE LRG3,109$21.7 萬0.1%–––