Elevation Wealth Partners, LLC 13F 持仓 · 2026年Q3
Elevation Wealth Partners 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 1,342 只证券，申报市值合计 3.56 亿美元。前几大持仓：IUSB（10.17%）、FNDX（6.67%）、IUSG（6.46%）。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 | IUSB | ISHARES TR | $36.2M | 10.17% | 820,424 | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $23.7M | 6.67% | 754,377 | 增持 |
| 3 | IUSG | ISHARES TR | $23.0M | 6.46% | 118,622 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $17.2M | 4.82% | 190,450 | 增持 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $11.6M | 3.27% | 388,172 | 减持 |
| 6 | VO | VANGUARD INDEX FDS | $10.5M | 2.95% | 133,794 | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $10.3M | 2.89% | 109,456 | 增持 |
| 8 | AAPL | APPLE INC | $9.3M | 2.62% | 28,012 | 减持 |
| 9 | GOOGL | ALPHABET INC | $7.1M | 1.99% | 20,590 | 减持 |
| 10 | IJR | ISHARES TR | $7.0M | 1.98% | 51,718 | 增持 |
| 11 | DFSU | DIMENSIONAL ETF TRUST | $6.1M | 1.72% | 129,752 | 减持 |
| 12 | ICSH | ISHARES TR | $6.0M | 1.69% | 118,980 | 新建仓 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 1.51% | 7,038 | 增持 |
| 14 | SCHH | SCHWAB STRATEGIC TR | $5.2M | 1.45% | 234,674 | 减持 |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $5.0M | 1.41% | 95,842 | 减持 |
| 16 | AVUS | AMERICAN CENTY ETF TR | $5.0M | 1.39% | 38,679 | 增持 |
| 17 | FTHI | FIRST TR EXCHANGE TRADED FD | $4.9M | 1.38% | 208,256 | 增持 |
| 18 | ICVT | ISHARES TR | $4.9M | 1.38% | 43,604 | 增持 |
| 19 | ESGU | ISHARES TR | $4.7M | 1.33% | 28,460 | 增持 |
| 20 | GOOG | ALPHABET INC | $4.7M | 1.33% | 13,871 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $4.5M | 1.28% | 19,884 | 增持 |
| 22 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 1.28% | 140,378 | 增持 |
| 23 | AGG | ISHARES TR | $4.2M | 1.19% | 44,903 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $4.0M | 1.11% | 5,358 | 增持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $3.9M | 1.09% | 54,717 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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