13F 机构持仓

ELEVATION POINT WEALTH PARTNERS, LLC

DENVER CO · SEC CIK 0001744349

2026Q22026Q1 更早 9 个季度 🔒
$54.00亿2026Q2 申报市值
1,202持仓数
19.2%前十大占比 · 第一大 3.1%
172 / 79新建仓 / 清仓
申报市值走势$54.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.1%
VOO 2.5%
GLD 2.0%
BOKF 2.0%
NVDA 2.0%
GOOGL 1.8%
MSFT 1.6%
AMZN 1.4%
IVV 1.4%
VUG 1.4%

2026Q2 买入最多 按季末市值估算

BOKF 新建仓+$1.07亿
SPYV 新建仓+$4,663.09万
VOO 加仓+$4,175.33万
VUG 加仓+$4,139.33万
SPYG 新建仓+$3,882.71万

2026Q2 卖出最多 按季末市值估算

SDVY 减仓-$3,373.91万
JAVA 减仓-$3,146.32万
VT 减仓-$2,749.92万
HEFA 减仓-$2,058.23万
VXF 减仓-$2,002.63万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $00.00%0 -83,233-100.0% -$5,102.18万 清仓
META META PLATFORMS INC 看涨期权 $00.00%0 -59,269-100.0% -$3,385.71万 清仓
NFLX NETFLIX INC. 看涨期权 $00.00%0 -123,948-100.0% -$1,183.41万 清仓
IWM ISHARES TR 看涨期权 $00.00%0 -35,276-100.0% -$852.89万 清仓
VMBS VANGUARD SCOTTSDALE FDS $00.00%0 -165,640-100.0% -$777.68万 清仓
— AMICUS THERAPEUTIC $00.00%0 -367,179-100.0% -$530.94万 清仓
IHDG WISDOMTREE TR $00.00%0 -72,670-100.0% -$349.91万 清仓
FSK FS KKR CAP CORP $00.00%0 -303,022-100.0% -$324.48万 清仓
— COTERRA ENERGY INC $00.00%0 -60,213-100.0% -$211.59万 清仓
IAGG ISHARES TR $00.00%0 -40,529-100.0% -$202.81万 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -8,729-100.0% -$150.22万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -3,356-100.0% -$120.42万 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -39,779-100.0% -$104.81万 清仓
CPAY CORPAY INC $00.00%0 -2,081-100.0% -$60.56万 清仓
VICI VICI PPTYS INC $00.00%0 -21,836-100.0% -$60.37万 清仓
BVN COMPANIA DE MINAS BUENAVENTU $00.00%0 -16,667-100.0% -$60.07万 清仓
PHG KONINKLIJKE PHILIPS N V $00.00%0 -21,144-100.0% -$57.93万 清仓
PLXS PLEXUS CORP $00.00%0 -2,256-100.0% -$45.69万 清仓
CDW CDW CORP $00.00%0 -3,724-100.0% -$45.07万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -6,229-100.0% -$43.92万 清仓
DY DYCOM INDS INC $00.00%0 -1,296-100.0% -$43.91万 清仓
INSP INSPIRE MED SYS INC $00.00%0 -8,496-100.0% -$43.82万 清仓
KT KT CORP $00.00%0 -20,110-100.0% -$43.43万 清仓
NOG NORTHERN OIL & GAS INC $00.00%0 -14,423-100.0% -$42.16万 清仓
TSEC TOUCHSTONE ETF TRUST $00.00%0 -15,984-100.0% -$41.22万 清仓
PATK PATRICK INDS INC $00.00%0 -3,405-100.0% -$37.82万 清仓
BOOT BOOT BARN HLDGS INC $00.00%0 -2,562-100.0% -$37.50万 清仓
MTH MERITAGE HOMES CORP $00.00%0 -6,032-100.0% -$37.30万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -7,549-100.0% -$36.22万 清仓
DOCN DIGITALOCEAN HLDGS INC $00.00%0 -4,166-100.0% -$35.74万 清仓
CCL CARNIVAL CORP $00.00%0 -13,534-100.0% -$35.02万 清仓
PXH INVESCO EXCH TRADED FD TR II $00.00%0 -12,900-100.0% -$34.71万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -1,007-100.0% -$34.39万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -7,561-100.0% -$34.25万 清仓
VDC VANGUARD WORLD FD $00.00%0 -1,492-100.0% -$33.51万 清仓
— ARCOSA INC $00.00%0 -2,973-100.0% -$31.56万 清仓
BMRN BIOMARIN PHARMACEUTICAL INC $00.00%0 -5,494-100.0% -$31.04万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -1,990-100.0% -$29.85万 清仓
PEN PENUMBRA INC $00.00%0 -900-100.0% -$29.54万 清仓
HUBS HUBSPOT INC $00.00%0 -1,202-100.0% -$29.34万 清仓
TLK TELEKOMUNIKASI IND $00.00%0 -15,475-100.0% -$28.91万 清仓
IWO ISHARES TR $00.00%0 -886-100.0% -$27.79万 清仓
KR KROGER CO $00.00%0 -3,821-100.0% -$27.65万 清仓
CACI CACI INTL INC $00.00%0 -498-100.0% -$27.08万 清仓
PODD INSULET CORP 看涨期权 $00.00%0 -1,459-100.0% -$26.43万 清仓
ONON ON HLDG AG $00.00%0 -7,649-100.0% -$26.02万 清仓
CRCL CIRCLE INTERNET GROUP INC $00.00%0 -2,679-100.0% -$25.56万 清仓
TREX TREX INC $00.00%0 -6,952-100.0% -$25.32万 清仓
GRDN GUARDIAN PHARMACY SVCS INC $00.00%0 -6,705-100.0% -$25.25万 清仓
PAC GRUPO AEROPORTUNARIO DEL PAC $00.00%0 -1,015-100.0% -$25.06万 清仓
SPTI SPDR SERIES TRUST $00.00%0 -8,598-100.0% -$24.64万 清仓
GDDY GODADDY INC $00.00%0 -2,960-100.0% -$24.47万 清仓
WTS WATTS WATER TECHNOLOGIES INC $00.00%0 -838-100.0% -$24.33万 清仓
BBIO BRIDGEBIO PHARMA INC $00.00%0 -3,271-100.0% -$24.29万 清仓
CVLT COMMVAULT SYS INC $00.00%0 -3,108-100.0% -$24.21万 清仓
SRRK SCHOLAR ROCK HLDG CORP $00.00%0 -4,739-100.0% -$23.30万 清仓
RTO RENTOKIL INITIAL PLC $00.00%0 -7,299-100.0% -$22.98万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -1,469-100.0% -$21.97万 清仓
MMS MAXIMUS INC $00.00%0 -3,416-100.0% -$21.90万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -10,041-100.0% -$21.81万 清仓
ADBE ADOBE INC $00.00%0 -884-100.0% -$21.49万 清仓
DT DYNATRACE INC $00.00%0 -5,811-100.0% -$21.49万 清仓
SHYG ISHARES TR $00.00%0 -5,059-100.0% -$21.40万 清仓
MNRO MONRO INC $00.00%0 -13,254-100.0% -$21.26万 清仓
CHDN CHURCHILL DOWNS INC $00.00%0 -2,364-100.0% -$21.24万 清仓
ICVT ISHARES TR $00.00%0 -2,071-100.0% -$21.08万 清仓
EFAV ISHARES TR $00.00%0 -2,256-100.0% -$20.61万 清仓
— FORMULA SYSTEMS 1985 LTD $00.00%0 -1,865-100.0% -$20.57万 清仓
WK WORKIVA INC $00.00%0 -3,434-100.0% -$20.48万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -538-100.0% -$20.45万 清仓
BG BUNGE GLOBAL SA $00.00%0 -1,597-100.0% -$20.32万 清仓
CG CARLYLE GROUP INC $00.00%0 -4,161-100.0% -$20.14万 清仓
METC RAMACO RES INC $00.00%0 -12,763-100.0% -$19.73万 清仓
MQY BLACKROCK MUNIYILD QULT FD I $00.00%0 -16,524-100.0% -$18.21万 清仓
WULF TERAWULF INC $00.00%0 -11,891-100.0% -$17.16万 清仓
UMC UNITED MICROELECTRONICS CORP $00.00%0 -16,208-100.0% -$14.55万 清仓
QQQ INVESCO QQQ TR 看涨期权 $00.00%0 -500-100.0% -$5.43万 清仓
QQQ INVESCO QQQ TR 看跌期权 $00.00%0 -5,000-100.0% -$4.43万 清仓
SLDP SOLID POWER INC $00.00%0 -10,559-100.0% -$3.17万 清仓
— COHEN & STEERS QUALITY INCOM $6290.00%42,219 42,219— $629 新建仓
CNH CNH INDL N V 看涨期权 $6960.00%62 62— $696 新建仓
— DOMINARI HOLDINGS INC 看涨期权 $1,1050.00%352 352— $1,105 新建仓
CNA CNA FINL CORP 看涨期权 $2,3330.00%48 48— $2,333 新建仓
— CANOPY GROWTH CORPORATION $9,5080.00%10,008 00.0% — 不变
— COGNITION THERAPEUTICS INC $1.15万0.00%10,040 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC 看涨期权 $1.35万0.00%180 180— $1.35万 新建仓
UWMC UWM HOLDINGS CORPORATION $3.33万0.00%13,894 5294.0% $1,267 加仓
HUN HUNTSMAN CORP 看涨期权 $3.64万0.00%3,432 3,432— $3.64万 新建仓
IJK ISHARES TR 看涨期权 $3.74万0.00%318 318— $3.74万 新建仓
— INNOVIZ TECHNOLOGIES LTD $3.96万0.00%52,000 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN 看涨期权 $4.15万0.00%1,858 1,858— $4.15万 新建仓
AQST AQUESTIVE THERAPEUTICS INC $4.20万0.00%10,100 00.0% — 不变
OEF ISHARES TR 看涨期权 $4.47万0.00%122 122— $4.47万 新建仓
GDDY GODADDY INC 看涨期权 $4.63万0.00%546 546— $4.63万 新建仓
TV GRUPO TELEVISA S A B $4.67万0.00%17,220 17,220— $4.67万 新建仓
ABEV AMBEV SA $4.95万0.00%15,657 -1,109-6.6% -$3,508 减仓
RIG TRANSOCEAN LTD $5.17万0.00%10,583 410.4% $200 加仓
— PUTNAM MASTER INTER INCOME T $5.39万0.00%16,700 -11,000-39.7% -$3.55万 减仓
GAB GABELLI EQUITY TR INC $5.66万0.00%10,000 -3,479-25.8% -$1.97万 减仓
QLD PROSHARES TR 看涨期权 $6.23万0.00%644 644— $6.23万 新建仓