Elevated Capital Advisors, LLC 13F 持仓 · 2026年Q2

Elevated Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 849 只证券，申报市值合计 3.64 亿美元。前几大持仓：VUG（3.69%）、VEA（3.64%）、BUCK（3.20%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	VUG	VANGUARD INDEX FDS	$13.4M	3.69%	155,917	增持
2	VEA	VANGUARD TAX-MANAGED FDS	$13.3M	3.64%	185,986	增持
3	BUCK	SIMPLIFY EXCHANGE TRADED FUN	$11.7M	3.20%	497,573	增持
4	VTV	VANGUARD INDEX FDS	$10.5M	2.90%	48,340	增持
5	SPYM	SPDR SERIES TRUST	$9.8M	2.71%	111,996	减持
6	AAPL	APPLE INC	$9.5M	2.61%	32,827	减持
7	CTA	SIMPLIFY EXCHANGE TRADED FUN	$9.4M	2.58%	360,978	增持
8	SBAR	SIMPLIFY EXCHANGE TRADED FUN	$8.2M	2.26%	320,829	增持
9	FOXY	SIMPLIFY EXCHANGE TRADED FUN	$8.1M	2.24%	273,420	增持
10	AGGH	SIMPLIFY EXCHANGE TRADED FUN	$8.0M	2.21%	397,811	增持
11	FPEI	FIRST TR EXCH TRADED FD III	$7.2M	1.98%	372,937	增持
12	BNDX	VANGUARD CHARLOTTE FDS	$7.0M	1.92%	144,433	增持
13	BSV	VANGUARD BD INDEX FDS	$6.6M	1.81%	84,558	增持
14	SVOL	SIMPLIFY EXCHANGE TRADED FUN	$5.6M	1.53%	346,217	增持
15	NVDA	NVIDIA CORPORATION	$5.1M	1.40%	25,524	减持
16	MSFT	MICROSOFT CORP	$4.9M	1.36%	13,211	减持
17	PCN	PIMCO CORPORATE & INCM STRG	$4.9M	1.35%	411,339	增持
18	FDL	FIRST TR EXCHANGE-TRADED FD	$4.6M	1.27%	94,673	减持
19	DSU	BLACKROCK DEBT STRATEGIES FD	$4.5M	1.23%	462,634	增持
20	VWO	VANGUARD INTL EQUITY INDEX F	$4.5M	1.23%	75,231	增持
21	SIXO	AIM ETF PRODUCTS TRUST	$4.0M	1.10%	111,448	减持
22	ONEZ	ELEVATION SERIES TRUST	$3.9M	1.09%	143,052	增持
23	QQQ	INVESCO QQQ TR	$3.8M	1.05%	5,181	增持
24	MAYW	AIM ETF PRODUCTS TRUST	$3.6M	0.99%	103,773	新建仓
25	TUA	SIMPLIFY EXCHANGE TRADED FUN	$3.3M	0.92%	163,300	减持

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