13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002063915
申报总市值
US$3.6亿
US$3.6亿
125 檔
39.7%
截至 Q2 2026 季度末，Elevated Financial Group LLC 的美股持仓估值约为 US$3.6亿，全数申报仓位共有 125 档。
Elevated Financial Group LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 52 档持股的同时，亦同步清仓 22 档并减仓 58 档标的。
在资产配置集中度方面，Elevated Financial Group LLC 的前 5 大核心持股（包含 IVV, IUSB, IVW 等）合计占整体申报市值的 39.7%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.16% | +4.06% | +8.52% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 7.13% | -0.97% | +14.66% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 7.11% | +0.10% | +7.80% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 7.01% | +1.13% | +9.93% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.45% | -3.60% | +9.04% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 5.19% | -0.35% | +9.80% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.98% | -1.58% | +10.70% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.68% | +0.41% | +7.91% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.47% | -0.52% | +7.03% | |
| 10 | IDHQ | Invesco S&p International De | ETF-其他 | 3.13% | +0.51% | +10.52% | |
| 11 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股与成长 | 2.93% | -2.93% | EXIT | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 2.21% | -0.66% | +13.03% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 2.01% | -1.94% | +12.51% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.99% | +1.48% | +6.70% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.75% | -0.96% | +3.89% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.47% | -0.31% | +14.46% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 1.34% | -0.50% | +7.40% | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.26% | -1.15% | +13.95% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.12% | -0.03% | -12.16% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.09% | -0.14% | -8.13% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.91% | -0.78% | +12.77% | |
| 22 | STRL | Sterling Infrastructure Inc | 股票-工业 | 0.79% | -0.28% | +17.86% | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.69% | +0.21% | -7.49% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.67% | -0.04% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | -0.07% | -11.64% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.65% | -0.04% | +15.12% | |
| 27 | BKUI | Bny Mellon Ultr Shrt Inc ETF | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | -0.01% | -0.75% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.01% | +0.01% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.48% | -0.01% | -2.82% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | -0.47% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.03% | +8.93% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | +0.01% | -16.00% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.41% | -0.02% | -9.80% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.40% | +0.08% | -0.34% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.38% | +0.41% | +18.02% | |
| 37 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.38% | -0.09% | +25.52% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | -0.04% | -6.58% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | +0.15% | -1.47% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | -0.07% | -14.37% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | -0.04% | -15.37% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | -0.07% | -71.84% | |
| 43 | CLS | Celestica Inc | 股票-科技 | 0.32% | +0.03% | +22.54% | |
| 44 | TTMI | Ttm Technologies | 股票-科技 | 0.32% | -0.09% | +25.69% | |
| 45 | DAL | Delta Air Lines Inc | 股票-工业 | 0.31% | -0.10% | -26.02% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.29% | -0.04% | -15.65% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.26% | -0.09% | -24.11% | |
| 48 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.26% | -0.07% | -23.85% | |
| 49 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.25% | -0.01% | +31.08% | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.24% | -0.02% | +31.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr S&P 500 Etf Tr Put Option | +1% | +53.76% | 加仓 |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +0.8% | +7.03% | 加仓 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +7.80% | 加仓 |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | +0.6% | +6.70% | 加仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +8.52% | 加仓 |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | +9.93% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.5% | +15.12% | 加仓 |
| 8 | IDHQ | Invesco S&p International De | +0.4% | +10.52% | 加仓 |
| 9 | STRL | Sterling Infrastructure Inc | +0.4% | +17.86% | 加仓 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +7.91% | 加仓 |
| 11 | IYW | Ishares Ustechnology ETF | +0.3% | +3.89% | 加仓 |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +9.04% | 加仓 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +25.52% | 加仓 |
| 14 | PARR | Par Pacific Holdings Inc | +0.2% | NEW | 新建仓 |
| 15 | TTMI | Ttm Technologies | +0.2% | +25.69% | 加仓 |
| 16 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建仓 |
| 17 | LITE | Lumentum Holdings Inc | +0.2% | NEW | 新建仓 |
| 18 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 19 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建仓 |
| 20 | TWLO | Twilio Inc - A | +0.1% | +37.57% | 加仓 |
| 21 | DY | Dycom Industries Inc | +0.1% | +82.25% | 加仓 |
| 22 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
| 23 | NEXA | Nexa Resources S.A. | +0.1% | NEW | 新建仓 |
| 24 | CLS | Celestica Inc | +0.1% | +22.54% | 加仓 |
| 25 | EZPW | Ezcorp Inc-cl A | +0.1% | +31.08% | 加仓 |
| 26 | ALL | Allstate CORP | +0.1% | +50.54% | 加仓 |
| 27 | LRCX | Lam Research CORP | +0.1% | +3.03% | 加仓 |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | 新建仓 |
| 29 | EAT | Brinker International Inc | +0.1% | +60.02% | 加仓 |
| 30 | MFC | Manulife Financial CORP | +0.1% | +44.95% | 加仓 |
| 31 | FLEX | Flex Ltd. | +0.1% | NEW | 新建仓 |
| 32 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 33 | CAT | Caterpillar Inc | +0.1% | NEW | 新建仓 |
| 34 | JBL | Jabil Inc | +0.1% | NEW | 新建仓 |
| 35 | TGT | Target CORP | +0.1% | NEW | 新建仓 |
| 36 | SYF | Synchrony Financial | +0.1% | +31.15% | 加仓 |
| 37 | CVSA | Covista Inc | +0.1% | +55.52% | 加仓 |
| 38 | UBER | Uber Technologies Inc | 0% | +59.68% | 加仓 |
| 39 | VTV | Vanguard Value ETF | 0% | +18.02% | 加仓 |
| 40 | AVGO | Broadcom Inc | 0% | +30.91% | 加仓 |
| 41 | POWL | Powell Industries Inc | 0% | +200.00% | 加仓 |
| 42 | UNFI | United Natural Foods Inc | 0% | +39.70% | 加仓 |
| 43 | SSRM | Ssr Mining Inc | 0% | +35.97% | 加仓 |
| 44 | CDE | Coeur Mining Inc | 0% | +53.23% | 加仓 |
| 45 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | 不变 |
| 46 | VISN | Vistance Networks Inc | 0% | +94.50% | 加仓 |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | 0% | -1.98% | 减仓 |
| 48 | KGC | Kinross Gold CORP | 0% | +80.68% | 加仓 |
| 49 | META | Meta Platforms Inc-class A | 0% | +29.25% | 加仓 |
| 50 | APP | Applovin Corp-class A | 0% | -1.00% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Elevated Financial Group LLC 在 Q2 2026 季度的美股持仓总市值约为 US$3.6亿，共申报了 125 个公开持股仓位。
在 Q2 2026 季度，Elevated Financial Group LLC 按市值排列的前三大核心持股分别为：IVV (12.2%)、IUSB (7.1%)、IVW (7.1%)。其中最大持股仓位 IVV 占据整体投资组合约 12.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
PARR
市值: US$61.3万
本季最大获利了结 / 清仓标的
ACSI
前期市值: US$95.2万
在 Q2 2026 季度中，Elevated Financial Group LLC 共进行了 145 项持仓异动，包含新建仓 13 个仓位、加仓 52 个仓位、减仓 58 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 PARR。 本季清仓仓位包含 ACSI。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。