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 F46641Q407 | JPMORGAN DIVER | 6,658 | $82.5 萬 | 0.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,306 | $82.7 萬 | 0.8% | – | – | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 12,464 | $84.4 萬 | 0.8% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 19,266 | $89.7 萬 | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,318 | $90.3 萬 | 0.9% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,015 | $94.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,968 | $99.5 萬 | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 18,965 | $102.9 萬 | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 14,341 | $103.7 萬 | 1.0% | – | – | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 44,504 | $105.1 萬 | 1.0% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,336 | $109.1 萬 | 1.0% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,344 | $110.9 萬 | 1.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 24,945 | $118.6 萬 | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 35,415 | $121.3 萬 | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 16,646 | $124.6 萬 | 1.2% | – | – | – |
| SLViShares Silver Trust | ETF | 20,850 | $134.3 萬 | 1.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,381 | $134.8 萬 | 1.3% | – | – | – |
| RDDTReddit, Inc. | Stock | 6,328 | $145.5 萬 | 1.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,921 | $146.8 萬 | 1.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,906 | $178.5 萬 | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 25,444 | $182.5 萬 | 1.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,642 | $208.4 萬 | 2.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 22,992 | $213.4 萬 | 2.0% | – | – | – |
| AVGOBroadcom Inc. | Stock | 6,594 | $228.2 萬 | 2.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,632 | $239.8 萬 | 2.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,932 | $248.3 萬 | 2.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 31,365 | $251.6 萬 | 2.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 11,847 | $273.4 萬 | 2.6% | – | – | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 75,595 | $294.8 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,111 | $295.5 萬 | 2.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 26,426 | $492.9 萬 | 4.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 18,482 | $502.5 萬 | 4.8% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 63,796 | $786.7 萬 | 7.5% | – | – | – |