ELEVATION POINT WEALTH PARTNERS, LLC
DENVER CO · SEC CIK 0001744349
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $230.42万 | 0.04% | 4,691 | -525 | -10.1% | -$25.79万 | 减仓 |
| USFD | US FOODS HLDG CORP | $230.62万 | 0.04% | 22,555 | 1,533 | 7.3% | $15.67万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $231.56万 | 0.04% | 12,940 | -4 | -0.0% | -$716 | 减仓 |
| FDX | FEDEX CORP | $235.38万 | 0.04% | 7,498 | 593 | 8.6% | $18.62万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $238.88万 | 0.04% | 50,989 | -7,646 | -13.0% | -$35.82万 | 减仓 |
| SNOW | SNOWFLAKE INC | $240.71万 | 0.04% | 9,458 | 3,692 | 64.0% | $93.96万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $241.67万 | 0.04% | 35,409 | 2,063 | 6.2% | $14.08万 | 加仓 |
| UL | UNILEVER PLC | $243.64万 | 0.05% | 40,527 | -178 | -0.4% | -$1.07万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $243.75万 | 0.05% | 7,280 | 936 | 14.8% | $31.34万 | 加仓 |
| TLN | TALEN ENERGY CORP | $243.77万 | 0.05% | 6,344 | 1,843 | 40.9% | $70.82万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $244.41万 | 0.05% | 151,441 | 9,559 | 6.7% | $15.43万 | 加仓 |
| MUNI | PIMCO ETF TR | $244.45万 | 0.05% | 46,474 | 6,443 | 16.1% | $33.89万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $245.08万 | 0.05% | 224,433 | 4,898 | 2.2% | $5.35万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $247.05万 | 0.05% | 24,666 | 0 | 0.0% | — | 不变 |
| GBND | GOLDMAN SACHS ETF TR | $248.45万 | 0.05% | 49,139 | -2,701 | -5.2% | -$13.66万 | 减仓 |
| GLW | CORNING INC | $250.34万 | 0.05% | 9,800 | 1,102 | 12.7% | $28.15万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $250.57万 | 0.05% | 25,040 | 9,323 | 59.3% | $93.29万 | 加仓 |
| CME | CME GROUP INC | $251.49万 | 0.05% | 11,389 | -883 | -7.2% | -$19.50万 | 减仓 |
| BCS | BARCLAYS PLC | $253.70万 | 0.05% | 94,453 | 1,138 | 1.2% | $3.06万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $254.38万 | 0.05% | 64,777 | 64,777 | — | $254.38万 | 新建仓 |
| TIP | ISHARES TR | $254.81万 | 0.05% | 23,285 | -2,657 | -10.2% | -$29.08万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $257.13万 | 0.05% | 43,596 | -2,164 | -4.7% | -$12.76万 | 减仓 |
| PULS | PGIM ETF TR | $257.93万 | 0.05% | 52,054 | 6,208 | 13.5% | $30.76万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $260.09万 | 0.05% | 44,727 | 3,201 | 7.7% | $18.61万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $261.52万 | 0.05% | 12,073 | -2,388 | -16.5% | -$51.73万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $262.19万 | 0.05% | 6,761 | -1,419 | -17.3% | -$55.03万 | 减仓 |
| TRP | TC ENERGY CORP | $263.93万 | 0.05% | 39,752 | 18,595 | 87.9% | $123.46万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $264.56万 | 0.05% | 234,122 | -28,498 | -10.9% | -$32.20万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $264.72万 | 0.05% | 14,457 | 5,702 | 65.1% | $104.41万 | 加仓 |
| PSX | PHILLIPS 66 | $265.40万 | 0.05% | 15,699 | 853 | 5.7% | $14.42万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $266.84万 | 0.05% | 304,957 | -182,996 | -37.5% | -$160.12万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $269.19万 | 0.05% | 3,820 | 591 | 18.3% | $41.65万 | 加仓 |
| F | FORD MTR CO | $269.46万 | 0.05% | 193,856 | 58,982 | 43.7% | $81.98万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $271.86万 | 0.05% | 11,986 | -1,334 | -10.0% | -$30.26万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $272.23万 | 0.05% | 15,428 | -759 | -4.7% | -$13.39万 | 减仓 |
| AYI | ACUITY INC | $272.33万 | 0.05% | 7,230 | -438 | -5.7% | -$16.50万 | 减仓 |
| TLH | ISHARES TR | $274.09万 | 0.05% | 27,314 | -12,021 | -30.6% | -$120.63万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $274.71万 | 0.05% | 60,111 | 1,591 | 2.7% | $7.27万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $275.45万 | 0.05% | 27,572 | 4,922 | 21.7% | $49.17万 | 加仓 |
| ALAB | ASTERA LABS INC | $276.00万 | 0.05% | 5,714 | -5,374 | -48.5% | -$259.57万 | 减仓 |
| IUSG | ISHARES TR | $276.23万 | 0.05% | 14,687 | -17,299 | -54.1% | -$325.36万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $277.78万 | 0.05% | 18,271 | -972 | -5.1% | -$14.78万 | 减仓 |
| WM | WASTE MGMT INC DEL | $278.31万 | 0.05% | 12,487 | -1,440 | -10.3% | -$32.09万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $280.45万 | 0.05% | 6,747 | -632 | -8.6% | -$26.27万 | 减仓 |
| BX | BLACKSTONE INC | $280.76万 | 0.05% | 23,859 | 8,019 | 50.6% | $94.36万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $280.80万 | 0.05% | 61,932 | -12,152 | -16.4% | -$55.10万 | 减仓 |
| MUB | ISHARES TR | $285.64万 | 0.05% | 26,541 | 1,889 | 7.7% | $20.33万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $286.02万 | 0.05% | 5,777 | -132 | -2.2% | -$6.54万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $287.44万 | 0.05% | 71,343 | 1,171 | 1.7% | $4.72万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $287.63万 | 0.05% | 78,738 | 78,738 | — | $287.63万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $288.36万 | 0.05% | 19,393 | 4,792 | 32.8% | $71.25万 | 加仓 |
| IXC | ISHARES TR | $288.77万 | 0.05% | 58,777 | 13,806 | 30.7% | $67.83万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $289.25万 | 0.05% | 5,016 | 146 | 3.0% | $8.42万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $290.87万 | 0.05% | 57,223 | 5,347 | 10.3% | $27.18万 | 加仓 |
| TFC | TRUIST FINL CORP | $291.77万 | 0.05% | 58,565 | -1,008 | -1.7% | -$5.02万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $291.91万 | 0.05% | 10,222 | -1 | -0.0% | -$286 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $292.92万 | 0.05% | 32,118 | 9,343 | 41.0% | $85.21万 | 加仓 |
| EMB | ISHARES TR | $293.49万 | 0.05% | 30,432 | 1,808 | 6.3% | $17.44万 | 加仓 |
| HON | HONEYWELL INTL INC | $295.14万 | 0.05% | 13,182 | -16,629 | -55.8% | -$372.31万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $298.34万 | 0.06% | 64,983 | 3,130 | 5.1% | $14.37万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $300.06万 | 0.06% | 31,949 | -403 | -1.2% | -$3.78万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $302.99万 | 0.06% | 49,590 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $303.75万 | 0.06% | 54,504 | 199 | 0.4% | $1.11万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $304.07万 | 0.06% | 13,754 | 13,754 | — | $304.07万 | 新建仓 |
| MCK | MCKESSON CORP | $304.71万 | 0.06% | 4,030 | 480 | 13.5% | $36.29万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $305.60万 | 0.06% | 70,888 | -43,152 | -37.8% | -$186.03万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $309.37万 | 0.06% | 13,024 | -461 | -3.4% | -$10.95万 | 减仓 |
| FEOE | RBB FUND TRUST | $312.99万 | 0.06% | 58,613 | 5 | 0.0% | $267 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $318.04万 | 0.06% | 51,941 | -5,895 | -10.2% | -$36.10万 | 减仓 |
| TSN | TYSON FOODS INC | $318.32万 | 0.06% | 55,601 | 501 | 0.9% | $2.87万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $318.45万 | 0.06% | 188,207 | 20,400 | 12.2% | $34.52万 | 加仓 |
| EG | EVEREST GROUP LTD | $318.94万 | 0.06% | 8,928 | -94 | -1.0% | -$3.36万 | 减仓 |
| CRH | CRH PLC | $320.84万 | 0.06% | 29,985 | -1,796 | -5.7% | -$19.22万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $320.87万 | 0.06% | 18,002 | 1,252 | 7.5% | $22.32万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $321.54万 | 0.06% | 66,737 | -1,324 | -1.9% | -$6.38万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $322.19万 | 0.06% | 63,573 | 63,573 | — | $322.19万 | 新建仓 |
| CSX | CSX CORP | $322.25万 | 0.06% | 67,800 | -6,107 | -8.3% | -$29.03万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $322.36万 | 0.06% | 25,232 | -3,625 | -12.6% | -$46.31万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $323.03万 | 0.06% | 35,009 | -6,419 | -15.5% | -$59.23万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $325.84万 | 0.06% | 37,559 | 397 | 1.1% | $3.44万 | 加仓 |
| BBY | BEST BUY INC | $327.29万 | 0.06% | 43,127 | -1,266 | -2.9% | -$9.61万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $327.68万 | 0.06% | 207,786 | 1,483 | 0.7% | $2.34万 | 加仓 |
| ITOT | ISHARES TR | $331.12万 | 0.06% | 20,158 | -1,247 | -5.8% | -$20.48万 | 减仓 |
| AMLP | ALPS ETF TR | $334.27万 | 0.06% | 64,468 | -8,084 | -11.1% | -$41.92万 | 减仓 |
| PPG | PPG INDS INC | $334.27万 | 0.06% | 27,560 | -135 | -0.5% | -$1.64万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $334.79万 | 0.06% | 81,338 | 1,035 | 1.3% | $4.26万 | 加仓 |
| MO | ALTRIA GROUP INC | $340.46万 | 0.06% | 46,709 | 2,890 | 6.6% | $21.07万 | 加仓 |
| DE | DEERE & CO | $341.21万 | 0.06% | 5,373 | 37 | 0.7% | $2.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $341.68万 | 0.06% | 26,993 | 9,528 | 54.6% | $120.61万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $345.35万 | 0.06% | 68,267 | 9,996 | 17.2% | $50.57万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $346.23万 | 0.06% | 58,327 | 3,880 | 7.1% | $23.03万 | 加仓 |
| PLD | PROLOGIS INC. | $349.10万 | 0.06% | 25,769 | -3,561 | -12.1% | -$48.24万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $349.45万 | 0.06% | 12,917 | 284 | 2.2% | $7.68万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $349.60万 | 0.06% | 27,671 | 2,545 | 10.1% | $32.15万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $351.79万 | 0.07% | 78,613 | 78,613 | — | $351.79万 | 新建仓 |
| GM | GENERAL MTRS CO | $352.06万 | 0.07% | 45,675 | 1,288 | 2.9% | $9.93万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $354.10万 | 0.07% | 11,256 | -290 | -2.5% | -$9.12万 | 减仓 |
| SHEL | SHELL PLC | $354.52万 | 0.07% | 45,721 | 7,233 | 18.8% | $56.08万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $354.54万 | 0.07% | 111,562 | 15,040 | 15.6% | $47.80万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $357.45万 | 0.07% | 39,198 | 6,725 | 20.7% | $61.33万 | 加仓 |