ELEVATION POINT WEALTH PARTNERS, LLC
DENVER CO · SEC CIK 0001744349
$43.12亿2026Q1 申报市值
1,095持仓数
19.6%前十大占比 · 第一大 3.5%
367 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$8,652.97万
IVV 加仓+$4,854.13万
NVDA 加仓+$4,846.85万
GOOGL 加仓+$4,751.68万
GLD 加仓+$4,638.49万
2026Q1 卖出最多 按季末市值估算
IQLT 减仓-$804.95万
LMBS 减仓-$742.50万
JMBS 减仓-$730.93万
TFLO 减仓-$446.91万
SPTI 减仓-$444.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $373.10万 | 0.09% | 18,746 | 6,907 | 58.3% | $137.47万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $375.43万 | 0.09% | 8,448 | 2,833 | 50.5% | $125.90万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $376.65万 | 0.09% | 40,181 | 29,014 | 259.8% | $271.98万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $377.09万 | 0.09% | 8,180 | 5,301 | 184.1% | $244.37万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $378.46万 | 0.09% | 213,218 | 5,893 | 2.8% | $10.46万 | 加仓 |
| AMLP | ALPS ETF TR | $381.91万 | 0.09% | 72,552 | 6,301 | 9.5% | $33.17万 | 加仓 |
| INTC | INTEL CORP | $386.39万 | 0.09% | 87,558 | 24,452 | 38.7% | $107.91万 | 加仓 |
| SPGI | S&P GLOBAL INC | $386.74万 | 0.09% | 9,093 | 7,920 | 675.2% | $336.85万 | 加仓 |
| PLD | PROLOGIS INC. | $387.69万 | 0.09% | 29,330 | 17,327 | 144.4% | $229.03万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $389.34万 | 0.09% | 41,428 | 27,911 | 206.5% | $262.31万 | 加仓 |
| SE | SEA LTD | $391.39万 | 0.09% | 47,264 | 45,326 | 2,338.8% | $375.34万 | 加仓 |
| TLH | ISHARES TR | $396.18万 | 0.09% | 39,335 | -1,634 | -4.0% | -$16.46万 | 减仓 |
| EMLC | VANECK ETF TRUST | $397.27万 | 0.09% | 158,214 | 10,863 | 7.4% | $27.28万 | 加仓 |
| IUSV | ISHARES TR | $398.53万 | 0.09% | 38,976 | 38,976 | — | $398.53万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $399.45万 | 0.09% | 20,150 | 17,501 | 660.7% | $346.94万 | 加仓 |
| KLAC | KLA CORP | $399.54万 | 0.09% | 2,713 | 1,481 | 120.2% | $218.10万 | 加仓 |
| ALL | ALLSTATE CORP | $401.56万 | 0.09% | 19,288 | 10,936 | 130.9% | $227.68万 | 加仓 |
| XEL | XCEL ENERGY INC | $407.22万 | 0.09% | 50,966 | 17,961 | 54.4% | $143.51万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $407.48万 | 0.09% | 10,394 | 9,218 | 783.8% | $361.37万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $410.26万 | 0.10% | 178,527 | 121,187 | 211.3% | $278.49万 | 加仓 |
| BCI | ABRDN ETFS | $410.30万 | 0.10% | 168,919 | 25,020 | 17.4% | $60.77万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $412.46万 | 0.10% | 20,801 | 15,722 | 309.5% | $311.75万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $413.05万 | 0.10% | 114,040 | 68,539 | 150.6% | $248.25万 | 加仓 |
| NKE | NIKE INC | $413.93万 | 0.10% | 78,190 | 66,431 | 564.9% | $351.68万 | 加仓 |
| VB | VANGUARD INDEX FDS | $416.00万 | 0.10% | 15,883 | 6,509 | 69.4% | $170.48万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $420.67万 | 0.10% | 28,758 | 22,823 | 384.5% | $333.85万 | 加仓 |
| TGT | TARGET CORP | $425.75万 | 0.10% | 35,127 | 31,110 | 774.5% | $377.06万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $426.25万 | 0.10% | 93,046 | 11,094 | 13.5% | $50.82万 | 加仓 |
| APP | APPLOVIN CORP | $427.45万 | 0.10% | 10,740 | 8,235 | 328.7% | $327.75万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $431.32万 | 0.10% | 36,358 | 29,942 | 466.7% | $355.20万 | 加仓 |
| ARKK | ARK ETF TR | $433.64万 | 0.10% | 64,159 | 5,219 | 8.9% | $35.27万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $445.50万 | 0.10% | 487,953 | 36,303 | 8.0% | $33.14万 | 加仓 |
| MMM | 3M CO | $445.93万 | 0.10% | 30,705 | 19,304 | 169.3% | $280.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $452.72万 | 0.11% | 16,731 | 6,621 | 65.5% | $179.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $453.12万 | 0.11% | 22,274 | 13,930 | 166.9% | $283.38万 | 加仓 |
| DGRO | ISHARES TR | $458.11万 | 0.11% | 65,276 | 61,158 | 1,485.1% | $429.21万 | 加仓 |
| SIL | GLOBAL X FDS | $459.21万 | 0.11% | 50,978 | 50,978 | — | $459.21万 | 新建仓 |
| COR | CENCORA INC | $459.93万 | 0.11% | 14,641 | 11,696 | 397.1% | $367.41万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $461.82万 | 0.11% | 23,454 | 22,226 | 1,809.9% | $437.64万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $462.21万 | 0.11% | 44,546 | 41,798 | 1,521.0% | $433.70万 | 加仓 |
| CAT | CATERPILLAR INC | $465.47万 | 0.11% | 6,570 | 2,731 | 71.1% | $193.48万 | 加仓 |
| CRM | SALESFORCE INC | $472.01万 | 0.11% | 25,285 | 13,216 | 109.5% | $246.71万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $473.36万 | 0.11% | 143,660 | 78,793 | 121.5% | $259.62万 | 加仓 |
| CMI | CUMMINS INC | $474.57万 | 0.11% | 8,820 | 7,625 | 638.1% | $410.27万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $479.96万 | 0.11% | 344,796 | 344,796 | — | $479.96万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $484.64万 | 0.11% | 33,056 | 28,696 | 658.2% | $420.72万 | 加仓 |
| AMAT | APPLIED MATLS INC | $485.59万 | 0.11% | 14,207 | 7,573 | 114.2% | $258.84万 | 加仓 |
| ETR | ENTERGY CORP NEW | $491.51万 | 0.11% | 43,744 | 36,633 | 515.2% | $411.61万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $494.12万 | 0.11% | 14,397 | 5,394 | 59.9% | $185.13万 | 加仓 |
| IUSG | ISHARES TR | $496.14万 | 0.12% | 31,986 | 31,986 | — | $496.14万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $502.07万 | 0.12% | 80,011 | 64,908 | 429.8% | $407.30万 | 加仓 |
| TMUS | T-MOBILE US INC | $505.28万 | 0.12% | 24,058 | 19,221 | 397.4% | $403.69万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $505.30万 | 0.12% | 49,215 | 22,026 | 81.0% | $226.14万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $512.91万 | 0.12% | 39,052 | 34,586 | 774.4% | $454.25万 | 加仓 |
| IAU | ISHARES GOLD TR | $517.46万 | 0.12% | 58,696 | 4,275 | 7.9% | $37.69万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $518.19万 | 0.12% | 161,129 | 161,129 | — | $518.19万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $518.99万 | 0.12% | 72,152 | 28,092 | 63.8% | $202.07万 | 加仓 |
| EWJ | ISHARES INC | $519.62万 | 0.12% | 61,537 | 9,759 | 18.8% | $82.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $521.29万 | 0.12% | 25,496 | 6,681 | 35.5% | $136.60万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $526.88万 | 0.12% | 157,443 | 157,443 | — | $526.88万 | 新建仓 |
| — | AMICUS THERAPEUTIC | $530.94万 | 0.12% | 367,179 | -378 | -0.1% | -$5,466 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $541.27万 | 0.13% | 23,486 | 20,422 | 666.5% | $470.65万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $541.46万 | 0.13% | 19,579 | 4,315 | 28.3% | $119.33万 | 加仓 |
| NET | CLOUDFLARE INC | $556.91万 | 0.13% | 26,990 | 25,749 | 2,074.9% | $531.30万 | 加仓 |
| WELL | WELLTOWER INC | $557.88万 | 0.13% | 28,217 | 26,740 | 1,810.4% | $528.68万 | 加仓 |
| ROST | ROSS STORES INC | $565.31万 | 0.13% | 26,095 | 21,431 | 459.5% | $464.27万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $569.54万 | 0.13% | 32,836 | 28,404 | 640.9% | $492.66万 | 加仓 |
| LOW | LOWES COS INC | $570.52万 | 0.13% | 24,146 | 15,757 | 187.8% | $372.31万 | 加仓 |
| COP | CONOCOPHILLIPS | $570.93万 | 0.13% | 43,252 | 22,332 | 106.7% | $294.78万 | 加仓 |
| SOXX | ISHARES TR | $577.11万 | 0.13% | 17,559 | 14,940 | 570.4% | $491.03万 | 加仓 |
| TFLO | ISHARES TR | $579.82万 | 0.13% | 114,522 | -88,269 | -43.5% | -$446.91万 | 减仓 |
| C | CITIGROUP INC | $586.65万 | 0.14% | 51,728 | 44,110 | 579.0% | $500.25万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $595.66万 | 0.14% | 79,904 | 13,974 | 21.2% | $104.17万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $598.15万 | 0.14% | 97,642 | 59,348 | 155.0% | $363.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $603.29万 | 0.14% | 19,944 | 15,001 | 303.5% | $453.77万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $621.83万 | 0.14% | 245,589 | 57,166 | 30.3% | $144.74万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $622.62万 | 0.14% | 138,822 | 154 | 0.1% | $6,907 | 加仓 |
| SDY | SPDR SERIES TRUST | $622.99万 | 0.14% | 42,688 | 11,075 | 35.0% | $161.63万 | 加仓 |
| GE | GE AEROSPACE | $624.88万 | 0.14% | 21,988 | 5,503 | 33.4% | $156.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $630.56万 | 0.15% | 79,206 | 63,614 | 408.0% | $506.43万 | 加仓 |
| ORCL | ORACLE CORP | $632.62万 | 0.15% | 43,004 | 11,820 | 37.9% | $173.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $634.89万 | 0.15% | 77,021 | 9,710 | 14.4% | $80.04万 | 加仓 |
| IWD | ISHARES TR | $640.66万 | 0.15% | 29,984 | 23,619 | 371.1% | $504.66万 | 加仓 |
| GEV | GE VERNOVA INC | $644.47万 | 0.15% | 7,380 | 2,060 | 38.7% | $179.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $648.47万 | 0.15% | 74,439 | 44,964 | 152.5% | $391.70万 | 加仓 |
| UBS | UBS GROUP AG | $649.17万 | 0.15% | 166,156 | 17,303 | 11.6% | $67.60万 | 加仓 |
| EEM | ISHARES TR | $651.51万 | 0.15% | 114,722 | 27,743 | 31.9% | $157.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $654.54万 | 0.15% | 130,387 | 52,526 | 67.5% | $263.68万 | 加仓 |
| — | HONEYWELL INTL INC | $673.82万 | 0.16% | 29,811 | 17,150 | 135.5% | $387.65万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $675.48万 | 0.16% | 37,027 | 5,669 | 18.1% | $103.42万 | 加仓 |
| PEP | PEPSICO INC | $675.80万 | 0.16% | 43,519 | 19,091 | 78.2% | $296.46万 | 加仓 |
| UNP | UNION PAC CORP | $676.90万 | 0.16% | 27,899 | 15,426 | 123.7% | $374.27万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $681.39万 | 0.16% | 410,228 | 374,787 | 1,057.5% | $622.52万 | 加仓 |
| ASML | ASML HLDG NV | $683.75万 | 0.16% | 5,176 | 4,168 | 413.5% | $550.60万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $687.54万 | 0.16% | 62,019 | 38,686 | 165.8% | $428.87万 | 加仓 |
| QCOM | QUALCOMM INC | $690.93万 | 0.16% | 53,652 | 32,160 | 149.6% | $414.16万 | 加仓 |
| BAC | BANK AMERICA CORP | $692.89万 | 0.16% | 142,132 | 60,122 | 73.3% | $293.09万 | 加仓 |
| SGOV | ISHARES TR | $697.78万 | 0.16% | 69,321 | -11,950 | -14.7% | -$120.29万 | 减仓 |
| EFG | ISHARES TR | $706.27万 | 0.16% | 63,417 | 58,803 | 1,274.4% | $654.89万 | 加仓 |
| ETN | EATON CORP PLC | $716.71万 | 0.17% | 20,039 | 16,125 | 412.0% | $576.72万 | 加仓 |