Elevation Wealth Management LLC
- SEC CIK
- 0002093518
- 最新申報
- 2026/7/29
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
- 133
- 2025 年第 3 季沒有申報
- 總值
- $1.04 億
- 2025 年第 3 季沒有申報
Elevation Wealth Management 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 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 63,796 | $786.7 萬 | 7.5% | – | – | – |
| AAPLApple Inc. | Stock | 18,482 | $502.5 萬 | 4.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 26,426 | $492.9 萬 | 4.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,111 | $295.5 萬 | 2.8% | – | – | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 75,595 | $294.8 萬 | 2.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 11,847 | $273.4 萬 | 2.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 31,365 | $251.6 萬 | 2.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 7,932 | $248.3 萬 | 2.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,632 | $239.8 萬 | 2.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,594 | $228.2 萬 | 2.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 22,992 | $213.4 萬 | 2.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,642 | $208.4 萬 | 2.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 25,444 | $182.5 萬 | 1.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,906 | $178.5 萬 | 1.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,921 | $146.8 萬 | 1.4% | – | – | 歷史 |
| RDDTReddit, Inc. | Stock | 6,328 | $145.5 萬 | 1.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,381 | $134.8 萬 | 1.3% | – | – | – |
| SLViShares Silver Trust | ETF | 20,850 | $134.3 萬 | 1.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 16,646 | $124.6 萬 | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 35,415 | $121.3 萬 | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 24,945 | $118.6 萬 | 1.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,344 | $110.9 萬 | 1.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,336 | $109.1 萬 | 1.0% | – | – | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 44,504 | $105.1 萬 | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 14,341 | $103.7 萬 | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 18,965 | $102.9 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,968 | $99.5 萬 | 1.0% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,015 | $94.5 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,318 | $90.3 萬 | 0.9% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 19,266 | $89.7 萬 | 0.9% | – | – | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 12,464 | $84.4 萬 | 0.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,306 | $82.7 萬 | 0.8% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 6,658 | $82.5 萬 | 0.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 934 | $80.6 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 747 | $80.2 萬 | 0.8% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,502 | $80.1 萬 | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,373 | $76.5 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,582 | $75.3 萬 | 0.7% | – | – | – |
| NFLXNetflix Inc | Stock | 7,620 | $71.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,417 | $69.1 萬 | 0.7% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 10,207 | $68.5 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,418 | $67.9 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 992 | $67.7 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,064 | $65.6 萬 | 0.6% | – | – | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 10,598 | $64.4 萬 | 0.6% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 17,585 | $64.3 萬 | 0.6% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 10,584 | $62.1 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,809 | $59.7 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,719 | $57.7 萬 | 0.6% | – | – | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 15,015 | $57.3 萬 | 0.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,092 | $56.8 萬 | 0.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,683 | $56.8 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q266 | ACTIVEBLDRS EMER | 11,438 | $56.0 萬 | 0.5% | – | – | – |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 5,250 | $56.0 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 10,128 | $55.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 886 | $55.6 萬 | 0.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,962 | $55.3 萬 | 0.5% | – | – | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 9,993 | $54.8 萬 | 0.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 7,426 | $53.0 萬 | 0.5% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 11,388 | $52.7 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 10,717 | $49.9 萬 | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,519 | $49.4 萬 | 0.5% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 20,479 | $47.9 萬 | 0.5% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 2,536 | $46.7 萬 | 0.4% | – | – | 歷史 |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 18,025 | $46.2 萬 | 0.4% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,277 | $45.5 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,310 | $45.1 萬 | 0.4% | – | – | 歷史 |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 12,326 | $41.8 萬 | 0.4% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 10,816 | $41.2 萬 | 0.4% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 17,609 | $40.5 萬 | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,796 | $40.3 萬 | 0.4% | – | – | – |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 10,160 | $39.7 萬 | 0.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,479 | $39.6 萬 | 0.4% | – | – | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 8,047 | $39.6 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,004 | $38.3 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,432 | $37.7 萬 | 0.4% | – | – | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 8,256 | $37.6 萬 | 0.4% | – | – | – |
| MUMicron Technology Inc | Stock | 1,308 | $37.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,462 | $36.7 萬 | 0.4% | – | – | – |
| Aim ETF Products Trust00888H844 | US LRG CAP BUF20 | 10,820 | $36.6 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 7,526 | $35.0 萬 | 0.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,947 | $34.3 萬 | 0.3% | – | – | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 13,854 | $34.3 萬 | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,124 | $34.2 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,390 | $33.7 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,329 | $33.4 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 741 | $33.3 萬 | 0.3% | – | – | 歷史 |
| Fidelity Covington Trust316092543 | EMERG MKTS MLTFT | 10,495 | $32.4 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,216 | $32.2 萬 | 0.3% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,401 | $31.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,202 | $31.0 萬 | 0.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 3,193 | $30.4 萬 | 0.3% | – | – | – |
| LRCXLam Research Corp | Stock | 1,768 | $30.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,906 | $30.2 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 862 | $29.6 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,629 | $28.6 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 4,783 | $28.4 萬 | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,765 | $27.9 萬 | 0.3% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,642 | $27.6 萬 | 0.3% | – | – | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 5,539 | $26.6 萬 | 0.3% | – | – | – |