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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,282 | $20.1 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 2,742 | $20.1 萬 | 0.2% | – | – | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 4,920 | $20.3 萬 | 0.2% | – | – | – |
| COKECoca-Cola Consolidated, Inc. | COM | 1,330 | $20.4 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 520 | $20.6 萬 | 0.2% | – | – | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 4,295 | $21.4 萬 | 0.2% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,743 | $21.4 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 612 | $21.5 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,252 | $21.7 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,599 | $21.9 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,659 | $21.9 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,022 | $22.0 萬 | 0.2% | – | – | – |
| PCARPaccar Inc | COM | 2,017 | $22.4 萬 | 0.2% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 2,621 | $22.4 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 2,765 | $22.4 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,257 | $22.5 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,271 | $22.6 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q290 | BETABUILDERS US | 3,047 | $22.6 萬 | 0.2% | – | – | – |
| BlackRock ETF Trust09290C715 | DISC VOLA EQ ETF | 9,231 | $22.9 萬 | 0.2% | – | – | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 6,131 | $23.6 萬 | 0.2% | – | – | – |
| Aim ETF Products Trust00888H307 | ALLIANZIM US EQ | 5,320 | $23.9 萬 | 0.2% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,057 | $24.2 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 3,340 | $24.5 萬 | 0.2% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 5,650 | $24.7 萬 | 0.2% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 4,687 | $24.7 萬 | 0.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 1,443 | $25.0 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,352 | $25.1 萬 | 0.2% | – | – | – |
| Fidelity Merrimack STR Tr316188606 | INVESTMENT GR BD | 5,812 | $25.3 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 3,169 | $25.4 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,169 | $25.7 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | Stock | 842 | $26.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,551 | $26.2 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 4,213 | $26.6 萬 | 0.3% | – | – | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 5,539 | $26.6 萬 | 0.3% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,642 | $27.6 萬 | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,765 | $27.9 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 4,783 | $28.4 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,629 | $28.6 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 862 | $29.6 萬 | 0.3% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,906 | $30.2 萬 | 0.3% | – | – | – |
| LRCXLam Research Corp | Stock | 1,768 | $30.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 3,193 | $30.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,202 | $31.0 萬 | 0.3% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,401 | $31.8 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,216 | $32.2 萬 | 0.3% | – | – | 歷史 |
| Fidelity Covington Trust316092543 | EMERG MKTS MLTFT | 10,495 | $32.4 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 741 | $33.3 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,329 | $33.4 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,390 | $33.7 萬 | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,124 | $34.2 萬 | 0.3% | – | – | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 13,854 | $34.3 萬 | 0.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,947 | $34.3 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 7,526 | $35.0 萬 | 0.3% | – | – | – |
| Aim ETF Products Trust00888H844 | US LRG CAP BUF20 | 10,820 | $36.6 萬 | 0.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,462 | $36.7 萬 | 0.4% | – | – | – |
| MUMicron Technology Inc | Stock | 1,308 | $37.3 萬 | 0.4% | – | – | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 8,256 | $37.6 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,432 | $37.7 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,004 | $38.3 萬 | 0.4% | – | – | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 8,047 | $39.6 萬 | 0.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,479 | $39.6 萬 | 0.4% | – | – | – |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 10,160 | $39.7 萬 | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,796 | $40.3 萬 | 0.4% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 17,609 | $40.5 萬 | 0.4% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 10,816 | $41.2 萬 | 0.4% | – | – | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 12,326 | $41.8 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,310 | $45.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,277 | $45.5 萬 | 0.4% | – | – | – |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 18,025 | $46.2 萬 | 0.4% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 2,536 | $46.7 萬 | 0.4% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 20,479 | $47.9 萬 | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,519 | $49.4 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 10,717 | $49.9 萬 | 0.5% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 11,388 | $52.7 萬 | 0.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 7,426 | $53.0 萬 | 0.5% | – | – | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 9,993 | $54.8 萬 | 0.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,962 | $55.3 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 886 | $55.6 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 10,128 | $55.7 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 5,250 | $56.0 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q266 | ACTIVEBLDRS EMER | 11,438 | $56.0 萬 | 0.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,683 | $56.8 萬 | 0.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,092 | $56.8 萬 | 0.5% | – | – | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 15,015 | $57.3 萬 | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,719 | $57.7 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,809 | $59.7 萬 | 0.6% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 10,584 | $62.1 萬 | 0.6% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 17,585 | $64.3 萬 | 0.6% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 10,598 | $64.4 萬 | 0.6% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,064 | $65.6 萬 | 0.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 992 | $67.7 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,418 | $67.9 萬 | 0.7% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 10,207 | $68.5 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,417 | $69.1 萬 | 0.7% | – | – | – |
| NFLXNetflix Inc | Stock | 7,620 | $71.4 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,582 | $75.3 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,373 | $76.5 萬 | 0.7% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,502 | $80.1 萬 | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 747 | $80.2 萬 | 0.8% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 934 | $80.6 萬 | 0.8% | – | – | 歷史 |