Elevated Private Wealth, LLC
- SEC CIK
- 0002083411
2026 年第 2 季 持倉
持倉截至 2026/6/30,申報日 2026/7/30。SEC
- 持股檔數
- 73
- 2026 年第 1 季 沒有申報
- 總值
- $1.05 億
- 2026 年第 1 季 沒有申報
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 44,811 | $896.62 萬 | 8.53% | +44,811 | 新進 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 6,431 | $373.58 萬 | 3.55% | +6,431 | 新進 | 查看 |
| AAPLAPPLE INC COM | Stock | 12,315 | $356.34 萬 | 3.39% | +12,315 | 新進 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 7,912 | $342.85 萬 | 3.26% | +7,912 | 新進 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 9,515 | $340.04 萬 | 3.23% | +9,515 | 新進 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 4,224 | $322.35 萬 | 3.07% | +4,224 | 新進 | 查看 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 3,229 | $311.6 萬 | 2.96% | +3,229 | 新進 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 7,135 | $296.55 萬 | 2.82% | +7,135 | 新進 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 12,106 | $288.53 萬 | 2.74% | +12,106 | 新進 | 查看 |
| CATCATERPILLAR INC COM | Stock | 2,638 | $280.92 萬 | 2.67% | +2,638 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 4,917 | $234.82 萬 | 2.23% | +4,917 | 新進 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 5,921 | $220.86 萬 | 2.10% | +5,921 | 新進 | 查看 |
| FDXFEDEX CORP COM | Stock | 6,604 | $206.78 萬 | 1.97% | +6,604 | 新進 | 查看 |
| KMXCARMAX INC | COM | 37,866 | $200.27 萬 | 1.91% | +37,866 | 新進 | 查看 |
| RIORIO TINTO PLC SPONSORED ADR | ADR | 20,948 | $198.86 萬 | 1.89% | +20,948 | 新進 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 21,274 | $196.29 萬 | 1.87% | +21,274 | 新進 | 查看 |
| WMTWALMART INC COM | Stock | 16,213 | $183.63 萬 | 1.75% | +16,213 | 新進 | 查看 |
| VVISA INC COM CL A | Stock | 5,163 | $177.14 萬 | 1.69% | +5,163 | 新進 | 查看 |
| MRNAMODERNA INC COM | Stock | 25,040 | $175.36 萬 | 1.67% | +25,040 | 新進 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 862 | $171.49 萬 | 1.63% | +862 | 新進 | 查看 |
| AVGOBROADCOM INC COM | Stock | 4,404 | $166.36 萬 | 1.58% | +4,404 | 新進 | 查看 |
| ADBEADOBE INC COM | Stock | 8,016 | $164.35 萬 | 1.56% | +8,016 | 新進 | 查看 |
| RIVNRIVIAN AUTOMOTIVE INC COM CL A | Stock | 90,389 | $156.82 萬 | 1.49% | +90,389 | 新進 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 2,779 | $156.55 萬 | 1.49% | +2,779 | 新進 | 查看 |
| CRMSALESFORCE INC COM | Stock | 9,431 | $147.75 萬 | 1.41% | +9,431 | 新進 | 查看 |
| RPRXROYALTY PHARMA PLC | SHS CLASS A | 25,886 | $145.14 萬 | 1.38% | +25,886 | 新進 | 查看 |
| DKNGDRAFTKINGS INC NEW COM CL A | Stock | 56,095 | $141.7 萬 | 1.35% | +56,095 | 新進 | 查看 |
| MRKMERCK & CO INC COM | Stock | 10,972 | $140.99 萬 | 1.34% | +10,972 | 新進 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 4,255 | $139.29 萬 | 1.33% | +4,255 | 新進 | 查看 |
| CVSCVS HEALTH CORP COM | Stock | 13,423 | $138.86 萬 | 1.32% | +13,423 | 新進 | 查看 |
| FISVFISERV INC COM | Stock | 27,589 | $135.32 萬 | 1.29% | +27,589 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2,620 | $131.1 萬 | 1.25% | +2,620 | 新進 | 查看 |
| NOWSERVICENOW INC COM | Stock | 12,648 | $125.57 萬 | 1.19% | +12,648 | 新進 | 查看 |
| TEAMATLASSIAN CORPORATION | CL A | 15,726 | $122.33 萬 | 1.16% | +15,726 | 新進 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 1,624 | $121.3 萬 | 1.15% | +1,624 | 新進 | 查看 |
| AZNASTRAZENECA PLC ORD | ADR | 6,226 | $118.06 萬 | 1.12% | +6,226 | 新進 | 查看 |
| GPNGLOBAL PMTS INC COM | Stock | 16,003 | $116.12 萬 | 1.10% | +16,003 | 新進 | 查看 |
| VSXYVICTORIAS SECRET AND CO | COMMON STOCK | 13,616 | $113.67 萬 | 1.08% | +13,616 | 新進 | 查看 |
| BIIBBIOGEN INC | COM | 5,234 | $113.09 萬 | 1.08% | +5,234 | 新進 | 查看 |
| PEPPEPSICO INC COM | Stock | 8,235 | $111.5 萬 | 1.06% | +8,235 | 新進 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 45,263 | $111.12 萬 | 1.06% | +45,263 | 新進 | 查看 |
| INTUINTUIT COM | Stock | 3,995 | $104.28 萬 | 0.99% | +3,995 | 新進 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 11,538 | $101.27 萬 | 0.96% | +11,538 | 新進 | 查看 |
| LULULULULEMON ATHLETICA INC COM | Stock | 8,817 | $100.67 萬 | 0.96% | +8,817 | 新進 | 查看 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 10,428 | $100.09 萬 | 0.95% | +10,428 | 新進 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,070 | $100.07 萬 | 0.95% | +1,070 | 新進 | 查看 |
| PFEPFIZER INC COM | Stock | 35,087 | $84.49 萬 | 0.80% | +35,087 | 新進 | 查看 |
| ANETARISTA NETWORKS INC COM SHS | Stock | 4,763 | $80.91 萬 | 0.77% | +4,763 | 新進 | 查看 |
| GLWCORNING INC | COM | 3,110 | $79.44 萬 | 0.76% | +3,110 | 新進 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 9,387 | $77.57 萬 | 0.74% | +9,387 | 新進 | 查看 |
| BIDUBAIDU INC SPON ADR REP A | ADR | 6,633 | $75.81 萬 | 0.72% | +6,633 | 新進 | 查看 |
| SLBSLB LIMITED COM STK | Stock | 15,783 | $73.38 萬 | 0.70% | +15,783 | 新進 | 查看 |
| KHCKRAFT HEINZ CO COM | Stock | 30,868 | $72.91 萬 | 0.69% | +30,868 | 新進 | 查看 |
| FTNTFORTINET INC COM | Stock | 4,631 | $71.14 萬 | 0.68% | +4,631 | 新進 | 查看 |
| XOMEXXON MOBIL CORP | COM | 5,181 | $70.83 萬 | 0.67% | +5,181 | 新進 | 查看 |
| STZCONSTELLATION BRANDS INC CL A | Stock | 4,910 | $68.29 萬 | 0.65% | +4,910 | 新進 | 查看 |
| EMREMERSON ELEC CO COM | Stock | 4,626 | $66.22 萬 | 0.63% | +4,626 | 新進 | 查看 |
| JDJD.COM INC | SPON ADS CL A | 23,646 | $60.25 萬 | 0.57% | +23,646 | 新進 | 查看 |
| TTDTHE TRADE DESK INC COM CL A | Stock | 29,701 | $53.7 萬 | 0.51% | +29,701 | 新進 | 查看 |
| ELSEQUITY LIFESTYLE PROPERTIES | COM | 7,793 | $50.22 萬 | 0.48% | +7,793 | 新進 | 查看 |
| TGTTARGET CORP COM | Stock | 3,824 | $49.95 萬 | 0.48% | +3,824 | 新進 | 查看 |
| PROSHARES TR74347R107 | PSHS ULT S&P 500 | 5,849 | $39.41 萬 | 0.37% | +5,849 | 新進 | – |
| FDXFFEDEX FGHT HLDG CO INC | COMMON STOCK | 2,471 | $37.31 萬 | 0.35% | +2,471 | 新進 | 查看 |
| WALWESTERN ALLIANCE BANCORP | COM | 4,332 | $35.61 萬 | 0.34% | +4,332 | 新進 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 957 | $33.81 萬 | 0.32% | +957 | 新進 | 查看 |
| RCLROYAL CARIBBEAN GROUP | COM | 1,012 | $32.14 萬 | 0.31% | +1,012 | 新進 | 查看 |
| BKNGBOOKING HOLDINGS INC COM | Stock | 1,800 | $32.08 萬 | 0.31% | +1,800 | 新進 | 查看 |
| ISHARES INC464286392 | MSCI WORLD ETF | 1,553 | $31.47 萬 | 0.30% | +1,553 | 新進 | – |
| VRTXVERTEX PHARMACEUTICALS INC COM | Stock | 628 | $31.19 萬 | 0.30% | +628 | 新進 | 查看 |
| RBLXROBLOX CORP CL A | Stock | 5,308 | $28.86 萬 | 0.27% | +5,308 | 新進 | 查看 |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 1,100 | $27.5 萬 | 0.26% | +1,100 | 新進 | 查看 |
| TSLATESLA INC COM | Stock | 633 | $26.62 萬 | 0.25% | +633 | 新進 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 2,823 | $21.89 萬 | 0.21% | +2,823 | 新進 | 查看 |
選擇權(3 檔)
同一份申報裡的賣權(put)與買權(call)部位。金額是標的股票的市值,也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPDR S&P 500 ETF TR78462F953 | PUT | $47.11 萬 | – |
| PROSHARES TR74347R957 | PUT | $5.34 萬 | – |
| ADOBE SYSTEMS INCORPORATED00724F901 | CALL | – | $4.68 萬 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/30 | 73 | $1.05 億 | – | SEC |
| 2025 年第 4 季 | 2026/2/12 | 80 | $9,608.6 萬 | – | SEC |