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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $2,472.11万 | 0.57% | 1,064,646 | 198,085 | 22.9% | $459.95万 | 加仓 |
| USFR | WISDOMTREE TR | $2,496.28万 | 0.58% | 495,884 | 129,083 | 35.2% | $649.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,536.36万 | 0.59% | 395,812 | 42,302 | 12.0% | $271.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,582.04万 | 0.60% | 89,910 | 5,611 | 6.7% | $161.14万 | 加仓 |
| EMXC | ISHARES INC | $2,648.54万 | 0.61% | 336,708 | 193,264 | 134.7% | $1,520.21万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,693.65万 | 0.62% | 343,535 | 88,849 | 34.9% | $696.66万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,768.42万 | 0.64% | 302,098 | 94,932 | 45.8% | $869.96万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,835.67万 | 0.66% | 987,693 | 50,606 | 5.4% | $145.29万 | 加仓 |
| IJR | ISHARES TR | $2,836.16万 | 0.66% | 228,153 | 51,370 | 29.1% | $638.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,844.25万 | 0.66% | 65,117 | 57,789 | 788.6% | $2,524.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,877.74万 | 0.67% | 216,534 | 151,542 | 233.2% | $2,014.00万 | 加仓 |
| IJH | ISHARES TR | $2,893.66万 | 0.67% | 428,500 | 113,633 | 36.1% | $767.36万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,221.64万 | 0.75% | 232,912 | 231,447 | 15,798.4% | $3,201.38万 | 加仓 |
| IEFA | ISHARES TR | $3,340.03万 | 0.77% | 368,941 | 55,013 | 17.5% | $498.03万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,354.13万 | 0.78% | 405,333 | 81,403 | 25.1% | $673.61万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $3,385.71万 | 0.79% | 59,269 | 59,269 | — | $3,385.71万 | 新建仓 |
| QUAL | ISHARES TR | $3,387.98万 | 0.79% | 176,633 | 128,082 | 263.8% | $2,456.73万 | 加仓 |
| GOOG | ALPHABET INC | $3,394.81万 | 0.79% | 118,345 | 87,318 | 281.4% | $2,504.78万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,556.69万 | 0.82% | 495,706 | 495,706 | — | $3,556.69万 | 新建仓 |
| LLY | ELI LILLY & CO | $3,884.57万 | 0.90% | 42,234 | 21,749 | 106.2% | $2,000.41万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,905.75万 | 0.91% | 1,032,176 | 13,120 | 1.3% | $49.65万 | 加仓 |
| HD | HOME DEPOT INC | $4,043.60万 | 0.94% | 122,947 | 102,083 | 489.3% | $3,357.40万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $4,100.18万 | 0.95% | 1,039,862 | 1,032,576 | 14,172.1% | $4,071.45万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,935.56万 | 1.14% | 722,842 | 678,232 | 1,520.4% | $4,630.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,045.15万 | 1.17% | 171,511 | 84,028 | 96.1% | $2,471.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $5,102.18万 | 1.18% | 83,233 | 83,233 | — | $5,102.18万 | 新建仓 |
| AVGO | BROADCOM INC | $5,133.65万 | 1.19% | 165,864 | 86,930 | 110.1% | $2,690.57万 | 加仓 |
| IVV | ISHARES TR | $5,818.45万 | 1.35% | 89,076 | 74,313 | 503.4% | $4,854.13万 | 加仓 |
| AMZN | AMAZON COM INC | $6,299.76万 | 1.46% | 302,481 | 147,231 | 94.8% | $3,066.37万 | 加仓 |
| — | EXXON MOBIL CORP | $6,580.93万 | 1.53% | 387,890 | 119,840 | 44.7% | $2,033.20万 | 加仓 |
| GOOGL | ALPHABET INC | $6,964.97万 | 1.62% | 242,209 | 165,241 | 214.7% | $4,751.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,321.45万 | 1.93% | 139,259 | 10,186 | 7.9% | $608.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,550.10万 | 1.98% | 230,977 | 108,102 | 88.0% | $4,001.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,715.64万 | 2.02% | 499,727 | 277,903 | 125.3% | $4,846.85万 | 加仓 |
| GLD | SPDR GOLD TR | $1.32亿 | 3.06% | 306,968 | 107,799 | 54.1% | $4,638.49万 | 加仓 |
| AAPL | APPLE INC | $1.50亿 | 3.47% | 590,038 | 340,950 | 136.9% | $8,652.97万 | 加仓 |