Elevated Private Wealth, LLC
- SEC CIK
- 0002083411
- 最新申報
- 2026/7/30
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/2/12 申報。只含多頭部位。
- 持股檔數
- 80
- 2025 年第 3 季沒有申報
- 總值
- $9,609 萬
- 2025 年第 3 季沒有申報
Elevated Private Wealth, LLC 沒有申報 2025 年第 3 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 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 45,101 | $841.1 萬 | 8.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 12,509 | $340.1 萬 | 3.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,558 | $330.5 萬 | 3.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,077 | $245.6 萬 | 2.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,493 | $242.2 萬 | 2.5% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 8,284 | $239.3 萬 | 2.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,005 | $231.2 萬 | 2.4% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 21,387 | $213.7 萬 | 2.2% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 11,215 | $192.0 萬 | 2.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,089 | $178.5 萬 | 1.9% | – | – | 歷史 |
| RIORio Tinto PLC | ADR | 22,189 | $177.6 萬 | 1.8% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 25,698 | $172.6 萬 | 1.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,932 | $168.0 萬 | 1.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 4,751 | $166.3 萬 | 1.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,507 | $165.5 萬 | 1.7% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,413 | $158.8 萬 | 1.7% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,114 | $155.4 萬 | 1.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,779 | $154.0 萬 | 1.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,631 | $149.2 萬 | 1.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 10,010 | $143.7 萬 | 1.5% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 8,800 | $142.7 萬 | 1.5% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 2,150 | $142.4 萬 | 1.5% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,560 | $136.3 萬 | 1.4% | – | – | 歷史 |
| KMXCarMax Inc | COM | 35,213 | $136.1 萬 | 1.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,921 | $135.7 萬 | 1.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 12,180 | $135.7 萬 | 1.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 45,035 | $134.6 萬 | 1.4% | – | – | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 24,492 | $132.7 萬 | 1.4% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 15,577 | $132.4 萬 | 1.4% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,766 | $129.7 萬 | 1.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,576 | $129.5 萬 | 1.3% | – | – | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 61,842 | $121.9 萬 | 1.3% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,255 | $121.9 萬 | 1.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,292 | $118.9 萬 | 1.2% | – | – | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 19,382 | $117.5 萬 | 1.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 14,551 | $116.8 萬 | 1.2% | – | – | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 29,557 | $114.2 萬 | 1.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 14,323 | $113.7 萬 | 1.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,648 | $112.4 萬 | 1.2% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,925 | $108.1 萬 | 1.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 43,762 | $106.1 萬 | 1.1% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 13,577 | $105.1 萬 | 1.1% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 35,467 | $104.6 萬 | 1.1% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 975 | $104.3 萬 | 1.1% | – | – | 歷史 |
| SLBSLB Limited | Stock | 26,994 | $103.6 萬 | 1.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 26,299 | $99.8 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,148 | $99.0 萬 | 1.0% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,916 | $95.4 萬 | 1.0% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 7,113 | $94.4 萬 | 1.0% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 31,738 | $91.1 萬 | 0.9% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 5,163 | $90.9 萬 | 0.9% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,924 | $90.7 萬 | 0.9% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 36,151 | $90.0 萬 | 0.9% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,718 | $83.8 萬 | 0.9% | – | – | 歷史 |
| DKNGDraftKings Inc. | Stock | 23,992 | $82.7 萬 | 0.9% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 8,798 | $82.0 萬 | 0.9% | – | – | 歷史 |
| BIDUBaidu, Inc. | ADR | 5,915 | $77.3 萬 | 0.8% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,609 | $73.5 萬 | 0.8% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 7,873 | $63.8 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,867 | $58.6 萬 | 0.6% | – | – | 歷史 |
| SHELShell plc | ADR | 5,790 | $42.5 萬 | 0.4% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 916 | $41.5 萬 | 0.4% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 72 | $38.6 萬 | 0.4% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,606 | $36.6 萬 | 0.4% | – | – | 歷史 |
| WALWestern Alliance Bancorporation | COM | 4,332 | $36.4 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 6,262 | $36.3 萬 | 0.4% | – | – | – |
| TGTTarget Corp | Stock | 3,631 | $35.5 萬 | 0.4% | – | – | 歷史 |
| GABGabelli Equity Trust Inc | COM | 56,836 | $35.1 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 699 | $31.4 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 957 | $30.0 萬 | 0.3% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,012 | $28.2 萬 | 0.3% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $28.2 萬 | 0.3% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 2,721 | $27.6 萬 | 0.3% | – | – | 歷史 |
| GLWCorning Inc | COM | 3,110 | $27.2 萬 | 0.3% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 5,225 | $26.1 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,730 | $25.6 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 1,358 | $25.2 萬 | 0.3% | – | – | – |
| MELIMercadolibre Inc | COM | 106 | $21.4 萬 | 0.2% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,106 | $20.5 萬 | 0.2% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,376 | $19.9 萬 | 0.2% | – | – | 歷史 |
選擇權(14 檔)
同一份申報裡的賣權(put)與買權(call)。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 | $51.2 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $16.2 萬 | – |
| NVIDIA Corporation67066G954 | PUT | $9.25 萬 | – |
| ANETArista Networks, Inc. | Stock | $5.66 萬 | – |
| AMDAdvanced Micro Devices Inc | Stock | $5.58 萬 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | $3.78 萬 | – |
| MELIMercadolibre Inc | COM | $1.70 萬 | – |
| LRCXLam Research Corp | Stock | $1.15 萬 | – |
| AVGOBroadcom Inc. | Stock | $8,265 | – |
| WALWestern Alliance Bancorporation | COM | $5,291 | – |
| GOOGLAlphabet Inc. | Stock | $4,983 | – |
| INTUIntuit Inc. | Stock | $4,069 | – |
| AAPLApple Inc. | Stock | $2,758 | – |
| TTWOTake Two Interactive Software Inc | COM | $1,508 | – |