Elevatus Welath Management
- SEC CIK
- 0001982776
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30,2023/8/8 申報。只含多頭部位。
- 持股檔數
- 51
- 2023 年第 1 季沒有申報
- 總值
- $1.44 億
- 2023 年第 1 季沒有申報
Elevatus Welath Management 沒有申報 2023 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。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 67,763 | $1,557 萬 | 10.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 74,347 | $1,530 萬 | 10.6% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 168,030 | $741.7 萬 | 5.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 56,129 | $731.7 萬 | 5.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 74,240 | $618.8 萬 | 4.3% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 9,122 | $586.4 萬 | 4.1% | – | – | 歷史 |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 153,763 | $542.6 萬 | 3.8% | – | – | – |
| LYVLive Nation Entertainment, Inc. | COM | 54,393 | $495.6 萬 | 3.4% | – | – | 歷史 |
| EFXEquifax Inc | COM | 20,086 | $472.6 萬 | 3.3% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 6,581 | $454.9 萬 | 3.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,858 | $437.9 萬 | 3.0% | – | – | 歷史 |
| Direxion Shs ETF Tr25460G195 | DL FTSE BULL 3X | 115,920 | $397.1 萬 | 2.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 31,817 | $384.9 萬 | 2.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 8,031 | $339.7 萬 | 2.4% | – | – | 歷史 |
| LENLennar Corp | CL A | 26,059 | $326.5 萬 | 2.3% | – | – | 歷史 |
| CICigna Group | Stock | 11,627 | $326.3 萬 | 2.3% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 9,146 | $323.4 萬 | 2.2% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 14,154 | $319.9 萬 | 2.2% | – | – | 歷史 |
| IPGPIpg Photonics Corp | COM | 23,199 | $315.1 萬 | 2.2% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 26,530 | $306.4 萬 | 2.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 20,990 | $303.4 萬 | 2.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 18,415 | $292.9 萬 | 2.0% | – | – | 歷史 |
| CTASCintas Corp | Stock | 5,802 | $288.4 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 14,075 | $273.0 萬 | 1.9% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 6,821 | $258.6 萬 | 1.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 22,528 | $252.0 萬 | 1.7% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 21,239 | $241.9 萬 | 1.7% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 16,170 | $240.6 萬 | 1.7% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 17,257 | $188.8 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,720 | $80.4 萬 | 0.6% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 3,240 | $77.8 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,463 | $69.3 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,115 | $58.2 萬 | 0.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 626 | $54.3 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,453 | $53.0 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,694 | $49.9 萬 | 0.3% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 1,555 | $44.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 7,502 | $40.0 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 2,521 | $39.7 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,254 | $32.8 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 885 | $32.7 萬 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,453 | $32.3 萬 | 0.2% | – | – | – |
| FTNTFortinet, Inc. | Stock | 3,305 | $25.0 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,164 | $23.5 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,396 | $23.1 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 414 | $22.3 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,026 | $21.3 萬 | 0.1% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,160 | $20.9 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 504 | $20.5 萬 | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 666 | $20.2 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 10,382 | $18.4 萬 | 0.1% | – | – | – |