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 |
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $357.54万 | 0.07% | 10,780 | 56 | 0.5% | $1.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $357.90万 | 0.07% | 25,002 | 1,204 | 5.1% | $17.23万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $358.66万 | 0.07% | 320,944 | 26,977 | 9.2% | $30.15万 | 加仓 |
| AFL | AFLAC INC | $359.38万 | 0.07% | 30,650 | 3,704 | 13.7% | $43.43万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $360.43万 | 0.07% | 147,236 | 39,351 | 36.5% | $96.33万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $363.37万 | 0.07% | 184,826 | -3,422 | -1.8% | -$6.73万 | 减仓 |
| NVR | NVR INC | $366.56万 | 0.07% | 538 | -3 | -0.6% | -$2.04万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $367.93万 | 0.07% | 26,893 | 821 | 3.1% | $11.23万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $370.28万 | 0.07% | 59,955 | -1,944 | -3.1% | -$12.01万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $371.39万 | 0.07% | 17,455 | -1,119 | -6.0% | -$23.81万 | 减仓 |
| TMUS | T-MOBILE US INC | $373.18万 | 0.07% | 22,249 | -1,809 | -7.5% | -$30.34万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $376.31万 | 0.07% | 12,632 | -3,196 | -20.2% | -$95.21万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $377.95万 | 0.07% | 181,793 | 161,578 | 799.3% | $335.92万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $379.57万 | 0.07% | 103,707 | 103,707 | — | $379.57万 | 新建仓 |
| VST | VISTRA CORP | $381.93万 | 0.07% | 24,077 | 1,351 | 5.9% | $21.43万 | 加仓 |
| TXN | TEXAS INSTRS INC | $383.98万 | 0.07% | 12,882 | 714 | 5.9% | $21.28万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $385.01万 | 0.07% | 215,332 | 2,114 | 1.0% | $3.78万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $386.82万 | 0.07% | 35,983 | -712 | -1.9% | -$7.65万 | 减仓 |
| NTAP | NETAPP INC | $389.31万 | 0.07% | 25,156 | -6,396 | -20.3% | -$98.98万 | 减仓 |
| DHI | D R HORTON INC | $392.02万 | 0.07% | 24,068 | -1,620 | -6.3% | -$26.39万 | 减仓 |
| SIL | GLOBAL X FDS | $394.83万 | 0.07% | 50,972 | -6 | -0.0% | -$465 | 减仓 |
| ANET | ARISTA NETWORKS INC | $397.77万 | 0.07% | 23,415 | -219 | -0.9% | -$3.72万 | 减仓 |
| TUSI | TOUCHSTONE ETF TRUST | $398.95万 | 0.07% | 157,937 | -87,652 | -35.7% | -$221.41万 | 减仓 |
| HEFA | ISHARES TR | $400.84万 | 0.07% | 85,421 | -438,622 | -83.7% | -$2,058.23万 | 减仓 |
| BA | BOEING CO | $401.23万 | 0.07% | 18,535 | -211 | -1.1% | -$4.57万 | 减仓 |
| SBUX | STARBUCKS CORP | $403.03万 | 0.07% | 39,440 | -1,799 | -4.4% | -$18.38万 | 减仓 |
| COR | CENCORA INC | $404.55万 | 0.07% | 14,296 | -345 | -2.4% | -$9.76万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $405.80万 | 0.08% | 80,564 | 6,708 | 9.1% | $33.79万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $406.31万 | 0.08% | 34,826 | 6,068 | 21.1% | $70.79万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $413.89万 | 0.08% | 33,260 | 12,459 | 59.9% | $155.04万 | 加仓 |
| EMLC | VANECK ETF TRUST | $416.52万 | 0.08% | 162,956 | 4,742 | 3.0% | $12.12万 | 加仓 |
| GEN | GEN DIGITAL INC | $418.28万 | 0.08% | 168,053 | -13,272 | -7.3% | -$33.03万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $423.45万 | 0.08% | 9,230 | 782 | 9.3% | $35.88万 | 加仓 |
| XEL | XCEL ENERGY INC | $423.53万 | 0.08% | 52,445 | 1,479 | 2.9% | $11.94万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $432.44万 | 0.08% | 183,859 | 5,332 | 3.0% | $12.54万 | 加仓 |
| PGR | PROGRESSIVE CORP | $436.34万 | 0.08% | 19,974 | -176 | -0.9% | -$3.84万 | 减仓 |
| COWZ | PACER FDS TR | $436.69万 | 0.08% | 70,208 | 53,655 | 324.1% | $333.73万 | 加仓 |
| IAU | ISHARES GOLD TR | $436.90万 | 0.08% | 57,860 | -836 | -1.4% | -$6.31万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $437.38万 | 0.08% | 12,347 | -2,050 | -14.2% | -$72.62万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $439.25万 | 0.08% | 13,292 | 1,835 | 16.0% | $60.64万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $440.65万 | 0.08% | 96,654 | 3,608 | 3.9% | $16.45万 | 加仓 |
| FLEX | FLEX LTD | $445.08万 | 0.08% | 27,462 | -1,096 | -3.8% | -$17.76万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $445.48万 | 0.08% | 41,904 | 1,723 | 4.3% | $18.32万 | 加仓 |
| URI | UNITED RENTALS INC | $449.88万 | 0.08% | 3,971 | 503 | 14.5% | $56.99万 | 加仓 |
| CRM | SALESFORCE INC | $459.40万 | 0.09% | 29,278 | 3,993 | 15.8% | $62.65万 | 加仓 |
| BCI | ABRDN ETFS | $461.02万 | 0.09% | 206,367 | 37,448 | 22.2% | $83.66万 | 加仓 |
| TGT | TARGET CORP | $463.00万 | 0.09% | 35,449 | 322 | 0.9% | $4.21万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $464.21万 | 0.09% | 51,158 | 1,943 | 3.9% | $17.63万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $467.23万 | 0.09% | 23,175 | 11,661 | 101.3% | $235.10万 | 加仓 |
| MMM | 3M CO | $469.33万 | 0.09% | 28,987 | -1,718 | -5.6% | -$27.82万 | 减仓 |
| DGRO | ISHARES TR | $479.61万 | 0.09% | 63,281 | -1,995 | -3.1% | -$15.12万 | 减仓 |
| ING | ING GROEP N.V. | $481.05万 | 0.09% | 153,298 | 40,571 | 36.0% | $127.31万 | 加仓 |
| TFLO | ISHARES TR | $482.38万 | 0.09% | 95,276 | -19,246 | -16.8% | -$97.44万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $494.58万 | 0.09% | 59,537 | 25,088 | 72.8% | $208.41万 | 加仓 |
| SE | SEA LTD | $508.70万 | 0.09% | 53,084 | 5,820 | 12.3% | $55.77万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $519.30万 | 0.10% | 23,031 | -2,465 | -9.7% | -$55.58万 | 减仓 |
| EFV | ISHARES TR | $520.06万 | 0.10% | 67,937 | -58,187 | -46.1% | -$445.42万 | 减仓 |
| ARKK | ARK ETF TR | $523.28万 | 0.10% | 64,746 | 587 | 0.9% | $4.74万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $523.52万 | 0.10% | 35,733 | -3,319 | -8.5% | -$48.63万 | 减仓 |
| ALL | ALLSTATE CORP | $525.93万 | 0.10% | 22,019 | 2,731 | 14.2% | $65.23万 | 加仓 |
| MDT | MEDTRONIC PLC | $530.46万 | 0.10% | 67,499 | -6,940 | -9.3% | -$54.54万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $536.33万 | 0.10% | 33,804 | 748 | 2.3% | $11.87万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $538.18万 | 0.10% | 101,332 | 3,690 | 3.8% | $19.60万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $540.79万 | 0.10% | 19,239 | -4,215 | -18.0% | -$118.48万 | 减仓 |
| ETR | ENTERGY CORP NEW | $541.47万 | 0.10% | 47,142 | 3,398 | 7.8% | $39.03万 | 加仓 |
| PEP | PEPSICO INC | $541.56万 | 0.10% | 39,997 | -3,522 | -8.1% | -$47.69万 | 减仓 |
| LOW | LOWES COS INC | $552.53万 | 0.10% | 25,059 | 913 | 3.8% | $20.13万 | 加仓 |
| NKE | NIKE INC | $554.91万 | 0.10% | 134,509 | 56,319 | 72.0% | $232.34万 | 加仓 |
| ROST | ROSS STORES INC | $557.69万 | 0.10% | 26,201 | 106 | 0.4% | $2.26万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $562.17万 | 0.10% | 38,875 | 2,517 | 6.9% | $36.40万 | 加仓 |
| IWD | ISHARES TR | $562.93万 | 0.10% | 23,220 | -6,764 | -22.6% | -$163.98万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $569.12万 | 0.11% | 166,069 | 8,626 | 5.5% | $29.56万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $571.88万 | 0.11% | 182,710 | 21,581 | 13.4% | $67.55万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $573.66万 | 0.11% | 34,419 | 1,583 | 4.8% | $26.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $581.96万 | 0.11% | 80,648 | 8,496 | 11.8% | $61.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $585.02万 | 0.11% | 19,300 | 3,417 | 21.5% | $103.58万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $595.16万 | 0.11% | 344,821 | 25 | 0.0% | $432 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $595.19万 | 0.11% | 126,799 | 126,799 | — | $595.19万 | 新建仓 |
| SLV | ISHARES SILVER TR | $605.77万 | 0.11% | 113,292 | 536 | 0.5% | $2.87万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $610.46万 | 0.11% | 108,085 | -326,899 | -75.2% | -$1,846.32万 | 减仓 |
| TJX | TJX COS INC NEW | $616.11万 | 0.11% | 40,667 | -11,274 | -21.7% | -$170.80万 | 减仓 |
| T | AT&T INC | $616.20万 | 0.11% | 297,682 | -65,844 | -18.1% | -$136.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $618.40万 | 0.11% | 12,323 | -3,402 | -21.6% | -$170.72万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $618.63万 | 0.11% | 135,367 | -3,455 | -2.5% | -$15.79万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $618.87万 | 0.11% | 17,454 | 4,011 | 29.8% | $142.22万 | 加仓 |
| WELL | WELLTOWER INC | $627.11万 | 0.12% | 27,630 | -587 | -2.1% | -$13.32万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $629.52万 | 0.12% | 53,677 | -31,033 | -36.6% | -$363.95万 | 减仓 |
| SDY | SPDR SERIES TRUST | $629.70万 | 0.12% | 41,379 | -1,309 | -3.1% | -$19.92万 | 减仓 |
| APP | APPLOVIN CORP | $634.21万 | 0.12% | 12,309 | 1,569 | 14.6% | $80.84万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $634.32万 | 0.12% | 487,564 | 77,336 | 18.9% | $100.61万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $636.35万 | 0.12% | 23,668 | 182 | 0.8% | $4.89万 | 加仓 |
| PYLD | PIMCO ETF TR | $637.40万 | 0.12% | 240,348 | 122,604 | 104.1% | $325.14万 | 加仓 |
| QCOM | QUALCOMM INC | $663.86万 | 0.12% | 35,925 | -17,727 | -33.0% | -$327.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $666.76万 | 0.12% | 8,737 | 619 | 7.6% | $47.24万 | 加仓 |
| ORCL | ORACLE CORP | $670.14万 | 0.12% | 45,728 | 2,724 | 6.3% | $39.92万 | 加仓 |
| NET | CLOUDFLARE INC | $672.63万 | 0.12% | 27,423 | 433 | 1.6% | $10.62万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $673.74万 | 0.12% | 62,889 | 870 | 1.4% | $9.32万 | 加仓 |
| BLK | BLACKROCK INC | $692.59万 | 0.13% | 7,203 | -2,428 | -25.2% | -$233.46万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $692.90万 | 0.13% | 21,720 | 2,141 | 10.9% | $68.30万 | 加仓 |
| COP | CONOCOPHILLIPS | $693.42万 | 0.13% | 66,700 | 23,448 | 54.2% | $243.77万 | 加仓 |