Elevation Wealth Management LLC 13F 持仓 · 2026年Q2
Elevation Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 145 只证券，申报市值合计 1.34 亿美元。前几大持仓：BBUS（6.42%）、NVDA（4.95%）、AAPL（4.33%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $8.6M | 6.42% | 63,807 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $6.6M | 4.95% | 33,074 | 增持 |
| 3 | AAPL | APPLE INC | $5.8M | 4.33% | 20,029 | 减持 |
| 4 | GOOGL | ALPHABET INC | $4.6M | 3.44% | 12,882 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $4.4M | 3.32% | 11,921 | 增持 |
| 6 | AMZN | AMAZON COM INC | $4.4M | 3.30% | 18,530 | 减持 |
| 7 | GOOG | ALPHABET INC | $4.0M | 2.98% | 11,273 | 增持 |
| 8 | FISN | DEEP FISSION INC | $3.3M | 2.46% | 298,335 | 新建仓 |
| 9 | SPYM | SPDR SERIES TRUST | $3.1M | 2.34% | 35,632 | 增持 |
| 10 | AVGO | BROADCOM INC | $2.8M | 2.12% | 7,513 | 增持 |
| 11 | OCTW | AIM ETF PRODUCTS TRUST | $2.8M | 2.10% | 68,745 | 减持 |
| 12 | META | META PLATFORMS INC | $2.8M | 2.09% | 4,960 | 增持 |
| 13 | JIRE | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.55% | 25,072 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.45% | 3,879 | 持平 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $1.9M | 1.44% | 3,305 | 增持 |
| 16 | JGRO | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.43% | 19,377 | 减持 |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $1.8M | 1.31% | 2,296 | 增持 |
| 18 | JAVA | J P MORGAN EXCHANGE TRADED F | $1.7M | 1.29% | 21,695 | 减持 |
| 19 | QQQ | INVESCO QQQ TR | $1.7M | 1.26% | 2,291 | 增持 |
| 20 | MU | MICRON TECHNOLOGY INC | $1.6M | 1.18% | 1,368 | 增持 |
| 21 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.5M | 1.09% | 40,072 | 增持 |
| 22 | IVV | ISHARES TR | $1.3M | 1.00% | 1,788 | 增持 |
| 23 | JBND | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.97% | 24,314 | 增持 |
| 24 | LLY | ELI LILLY & CO | $1.3M | 0.97% | 1,082 | 增持 |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.93% | 26,371 | 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