Elevate Capital Advisors, LLC 13F 持仓 · 2026年Q2
Elevate Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 1.82 亿美元。前几大持仓：IGSB（11.09%）、SHY（10.60%）、PNC（8.39%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | $20.2M | 11.09% | 384,797 | 增持 |
| 2 | SHY | ISHARES TR | $19.3M | 10.60% | 234,728 | 增持 |
| 3 | PNC | PNC FINL SVCS GROUP INC | $15.3M | 8.39% | 61,947 | 增持 |
| 4 | SGOV | ISHARES TR | $9.8M | 5.38% | 97,239 | 增持 |
| 5 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.3M | 4.00% | 241,383 | 增持 |
| 6 | FNV | FRANCO NEV CORP | $6.1M | 3.34% | 29,121 | 增持 |
| 7 | AXS | AXIS CAP HLDGS LTD | $5.4M | 2.98% | 50,418 | 减持 |
| 8 | WRB | BERKLEY W R CORP | $5.3M | 2.92% | 75,430 | 增持 |
| 9 | ACGL | ARCH CAP GROUP LTD | $5.3M | 2.89% | 54,225 | 增持 |
| 10 | TRV | TRAVELERS COMPANIES INC | $5.1M | 2.79% | 15,351 | 减持 |
| 11 | CB | CHUBB LIMITED | $4.9M | 2.72% | 14,514 | 增持 |
| 12 | AVGO | BROADCOM INC | $3.5M | 1.95% | 9,375 | 减持 |
| 13 | AMZN | AMAZON COM INC | $3.4M | 1.86% | 14,174 | 减持 |
| 14 | GOOGL | ALPHABET INC | $2.9M | 1.58% | 8,057 | 增持 |
| 15 | ASML | ASML HLDG NV | $2.8M | 1.57% | 1,432 | 减持 |
| 16 | EQT | EQT CORP | $2.6M | 1.43% | 49,007 | 增持 |
| 17 | LLY | ELI LILLY & CO | $2.6M | 1.42% | 2,151 | 减持 |
| 18 | SMLF | ISHARES TR | $2.6M | 1.41% | 28,803 | 减持 |
| 19 | HSY | HERSHEY CO | $2.5M | 1.39% | 14,435 | 减持 |
| 20 | AAPL | APPLE INC | $2.5M | 1.37% | 8,599 | 减持 |
| 21 | V | VISA INC | $2.5M | 1.37% | 7,248 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.5M | 1.36% | 12,354 | 减持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.33% | 4,824 | 增持 |
| 24 | META | META PLATFORMS INC | $2.3M | 1.26% | 4,073 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $2.3M | 1.24% | 3,287 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR