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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $725.83万 | 0.17% | 47,517 | 37,876 | 392.9% | $578.56万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $727.87万 | 0.17% | 140,420 | 124,920 | 805.9% | $647.52万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $743.50万 | 0.17% | 221,742 | 41,814 | 23.2% | $140.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $745.38万 | 0.17% | 44,913 | 32,382 | 258.4% | $537.42万 | 加仓 |
| AMGN | AMGEN INC | $754.49万 | 0.17% | 21,443 | 10,271 | 91.9% | $361.40万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $759.04万 | 0.18% | 252,425 | 6,451 | 2.6% | $19.40万 | 加仓 |
| SLV | ISHARES SILVER TR | $768.32万 | 0.18% | 112,756 | 82,528 | 273.0% | $562.35万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $770.86万 | 0.18% | 15,897 | 13,801 | 658.4% | $669.22万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $773.61万 | 0.18% | 15,725 | 8,089 | 105.9% | $397.95万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $777.68万 | 0.18% | 165,640 | 16,413 | 11.0% | $77.06万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $788.25万 | 0.18% | 8,805 | 7,766 | 747.4% | $695.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $791.28万 | 0.18% | 40,330 | 5,049 | 14.3% | $99.06万 | 加仓 |
| SO | SOUTHERN CO | $791.50万 | 0.18% | 82,004 | 74,948 | 1,062.2% | $723.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $793.43万 | 0.18% | 11,372 | 7,043 | 162.7% | $491.39万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $797.00万 | 0.18% | 268,441 | -15,716 | -5.5% | -$46.66万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $799.63万 | 0.19% | 49,442 | 28,128 | 132.0% | $454.91万 | 加仓 |
| ADI | ANALOG DEVICES INC | $802.49万 | 0.19% | 25,224 | 15,945 | 171.8% | $507.29万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $807.00万 | 0.19% | 100,112 | 100,112 | — | $807.00万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $807.15万 | 0.19% | 50,346 | 23,616 | 88.4% | $378.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $809.99万 | 0.19% | 16,211 | 7,090 | 77.7% | $354.26万 | 加仓 |
| LIN | LINDE PLC | $822.09万 | 0.19% | 16,582 | 11,360 | 217.5% | $563.20万 | 加仓 |
| TJX | TJX COS INC NEW | $829.51万 | 0.19% | 51,941 | 41,726 | 408.5% | $666.37万 | 加仓 |
| IDEV | ISHARES TR | $848.79万 | 0.20% | 101,566 | 101,566 | — | $848.79万 | 新建仓 |
| IWM | ISHARES TR 看涨期权 | $852.89万 | 0.20% | 35,276 | 35,276 | — | $852.89万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $855.81万 | 0.20% | 39,393 | 3,675 | 10.3% | $79.84万 | 加仓 |
| IUSB | ISHARES TR | $886.08万 | 0.21% | 191,834 | 126,599 | 194.1% | $584.76万 | 加仓 |
| IEF | ISHARES TR | $889.97万 | 0.21% | 93,249 | 80,178 | 613.4% | $765.22万 | 加仓 |
| AZN | ASTRAZENECA PLC | $891.36万 | 0.21% | 45,217 | 45,217 | — | $891.36万 | 新建仓 |
| WMB | WILLIAMS COS INC | $892.44万 | 0.21% | 122,622 | 38,389 | 45.6% | $279.39万 | 加仓 |
| PFE | PFIZER INC | $894.59万 | 0.21% | 318,584 | 275,671 | 642.4% | $774.09万 | 加仓 |
| APH | AMPHENOL CORP | $895.67万 | 0.21% | 70,783 | 59,192 | 510.7% | $749.00万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $923.17万 | 0.21% | 84,710 | 46,516 | 121.8% | $506.93万 | 加仓 |
| MCD | MCDONALDS CORP | $923.47万 | 0.21% | 29,714 | 9,617 | 47.9% | $298.88万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $924.93万 | 0.21% | 214,105 | 62,369 | 41.1% | $269.43万 | 加仓 |
| BLK | BLACKROCK INC | $926.27万 | 0.21% | 9,631 | 5,925 | 159.9% | $569.84万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $931.49万 | 0.22% | 187,009 | -149,067 | -44.4% | -$742.50万 | 减仓 |
| EFV | ISHARES TR | $937.73万 | 0.22% | 126,124 | 69,282 | 121.9% | $515.11万 | 加仓 |
| GDX | VANECK ETF TRUST | $954.27万 | 0.22% | 103,985 | 45,827 | 78.8% | $420.55万 | 加仓 |
| MBB | ISHARES TR | $954.60万 | 0.22% | 100,537 | 60,794 | 153.0% | $577.24万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $960.31万 | 0.22% | 165,059 | 89,180 | 117.5% | $518.85万 | 加仓 |
| EFA | ISHARES TR | $994.37万 | 0.23% | 102,375 | 51,425 | 100.9% | $499.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,001.01万 | 0.23% | 41,297 | 20,066 | 94.5% | $486.39万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,003.36万 | 0.23% | 21,202 | 14,530 | 217.8% | $687.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,015.23万 | 0.24% | 47,207 | 25,587 | 118.3% | $550.27万 | 加仓 |
| AGG | ISHARES TR | $1,038.59万 | 0.24% | 104,623 | 12,672 | 13.8% | $125.79万 | 加仓 |
| CSCO | CISCO SYS INC | $1,039.24万 | 0.24% | 133,940 | 52,248 | 64.0% | $405.39万 | 加仓 |
| T | AT&T INC | $1,053.86万 | 0.24% | 363,526 | 255,049 | 235.1% | $739.39万 | 加仓 |
| RTX | RTX CORPORATION | $1,082.48万 | 0.25% | 56,117 | 25,419 | 82.8% | $490.32万 | 加仓 |
| IMCG | ISHARES TR | $1,100.11万 | 0.26% | 139,661 | 12,089 | 9.5% | $95.23万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,117.01万 | 0.26% | 275,331 | 11,347 | 4.3% | $46.03万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,126.01万 | 0.26% | 85,870 | -26,614 | -23.7% | -$348.99万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,129.90万 | 0.26% | 204,119 | 10,779 | 5.6% | $59.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,131.22万 | 0.26% | 102,401 | 102,401 | — | $1,131.22万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1,132.46万 | 0.26% | 78,404 | 34,263 | 77.6% | $494.89万 | 加仓 |
| IVW | ISHARES TR | $1,173.34万 | 0.27% | 103,734 | 62,389 | 150.9% | $705.69万 | 加仓 |
| NFLX | NETFLIX INC. 看涨期权 | $1,183.41万 | 0.27% | 123,948 | 123,948 | — | $1,183.41万 | 新建仓 |
| DIS | DISNEY WALT CO | $1,193.33万 | 0.28% | 123,815 | 110,652 | 840.6% | $1,066.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,200.10万 | 0.28% | 35,511 | 8,667 | 32.3% | $292.90万 | 加仓 |
| HEDJ | WISDOMTREE TR | $1,221.93万 | 0.28% | 233,638 | 30,098 | 14.8% | $157.41万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,235.56万 | 0.29% | 176,787 | 70,961 | 67.1% | $495.95万 | 加仓 |
| MTUM | ISHARES TR | $1,247.64万 | 0.29% | 51,988 | 10,375 | 24.9% | $248.99万 | 加仓 |
| V | VISA INC | $1,271.19万 | 0.29% | 42,059 | 28,943 | 220.7% | $874.77万 | 加仓 |
| MS | MORGAN STANLEY | $1,279.86万 | 0.30% | 77,770 | 19,520 | 33.5% | $321.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,280.03万 | 0.30% | 15,131 | 10,372 | 217.9% | $877.43万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,290.17万 | 0.30% | 164,836 | 104,661 | 173.9% | $819.18万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,291.91万 | 0.30% | 491,220 | 38,255 | 8.4% | $100.61万 | 加仓 |
| IVE | ISHARES TR | $1,305.65万 | 0.30% | 61,835 | 34,511 | 126.3% | $728.70万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,343.76万 | 0.31% | 463,686 | 463,686 | — | $1,343.76万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $1,378.14万 | 0.32% | 148,378 | 22,002 | 17.4% | $204.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,381.67万 | 0.32% | 66,779 | 29,472 | 79.0% | $609.78万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,390.14万 | 0.32% | 51,393 | 49,550 | 2,688.6% | $1,340.29万 | 加仓 |
| IWF | ISHARES TR | $1,394.35万 | 0.32% | 32,701 | 28,462 | 671.4% | $1,213.60万 | 加仓 |
| MRK | MERCK & CO INC | $1,409.94万 | 0.33% | 116,727 | 60,846 | 108.9% | $734.95万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,412.25万 | 0.33% | 286,055 | 226,381 | 379.4% | $1,117.64万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,416.70万 | 0.33% | 197,836 | -4,499 | -2.2% | -$32.22万 | 减仓 |
| TLT | ISHARES TR | $1,440.50万 | 0.33% | 166,167 | 38,395 | 30.0% | $332.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,519.34万 | 0.35% | 26,324 | 18,833 | 251.4% | $1,086.98万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,528.21万 | 0.35% | 301,126 | 4,655 | 1.6% | $23.62万 | 重新持有 |
| NOBL | PROSHARES TR | $1,542.97万 | 0.36% | 145,549 | 21,244 | 17.1% | $225.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,554.27万 | 0.36% | 15,598 | 9,562 | 158.4% | $952.81万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,566.62万 | 0.36% | 233,406 | 191,679 | 459.4% | $1,286.55万 | 加仓 |
| UTES | ETFIS SER TR I | $1,577.98万 | 0.37% | 197,494 | 197,494 | — | $1,577.98万 | 新建仓 |
| DXJ | WISDOMTREE TR | $1,629.14万 | 0.38% | 102,733 | 1,082 | 1.1% | $17.16万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,682.40万 | 0.39% | 365,184 | 357,690 | 4,773.0% | $1,647.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,756.62万 | 0.41% | 36,658 | 23,132 | 171.0% | $1,108.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,772.76万 | 0.41% | 52,397 | 39,514 | 306.7% | $1,336.88万 | 加仓 |
| BOND | PIMCO ETF TR | $1,798.71万 | 0.42% | 194,918 | 8,423 | 4.5% | $77.73万 | 加仓 |
| TSLA | TESLA INC | $1,803.07万 | 0.42% | 48,502 | 32,605 | 205.1% | $1,212.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,846.71万 | 0.43% | 124,693 | 109,375 | 714.0% | $1,619.85万 | 重新持有 |
| ABBV | ABBVIE INC | $1,898.18万 | 0.44% | 87,277 | 53,414 | 157.7% | $1,161.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,931.77万 | 0.45% | 60,216 | 56,313 | 1,442.8% | $1,806.56万 | 加仓 |
| GOVT | ISHARES TR | $2,200.65万 | 0.51% | 960,565 | 353,742 | 58.3% | $810.42万 | 加仓 |
| HEFA | ISHARES TR | $2,226.92万 | 0.52% | 524,043 | 524,043 | — | $2,226.92万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $2,313.76万 | 0.54% | 94,655 | 34,118 | 56.4% | $833.98万 | 加仓 |
| KO | COCA COLA CO | $2,314.46万 | 0.54% | 302,522 | 238,978 | 376.1% | $1,828.31万 | 加仓 |
| WMT | WALMART INC | $2,320.91万 | 0.54% | 186,399 | 142,206 | 321.8% | $1,770.65万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,382.10万 | 0.55% | 115,749 | 115,749 | — | $2,382.10万 | 新建仓 |
| IEMG | ISHARES INC | $2,405.11万 | 0.56% | 344,818 | 67,452 | 24.3% | $470.48万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,451.43万 | 0.57% | 956,842 | 169,997 | 21.6% | $435.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,465.49万 | 0.57% | 434,984 | 401,307 | 1,191.6% | $2,274.61万 | 加仓 |