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 |
|---|---|---|---|---|---|---|---|---|
| EWJ | ISHARES INC | $703.06万 | 0.13% | 75,379 | 13,842 | 22.5% | $129.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $707.38万 | 0.13% | 221,264 | -478 | -0.2% | -$1.53万 | 减仓 |
| C | CITIGROUP INC | $709.82万 | 0.13% | 50,716 | -1,012 | -2.0% | -$14.16万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $728.03万 | 0.13% | 81,618 | 81,618 | — | $728.03万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $729.82万 | 0.14% | 26,426 | -18,120 | -40.7% | -$500.43万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $732.02万 | 0.14% | 138,850 | -4,810 | -3.3% | -$25.36万 | 减仓 |
| AZN | ASTRAZENECA PLC | $734.34万 | 0.14% | 38,745 | -6,472 | -14.3% | -$122.66万 | 减仓 |
| KLAC | KLA CORP | $740.93万 | 0.14% | 24,558 | -2,572 | -9.5% | -$77.60万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $744.04万 | 0.14% | 223,501 | 154,164 | 222.3% | $513.21万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $744.78万 | 0.14% | 81,611 | 1,707 | 2.1% | $15.58万 | 加仓 |
| NVS | NOVARTIS AG | $745.68万 | 0.14% | 47,580 | 63 | 0.1% | $9,873 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $747.89万 | 0.14% | 144,074 | 3,654 | 2.6% | $18.97万 | 加仓 |
| MBB | ISHARES TR | $751.73万 | 0.14% | 79,532 | -21,005 | -20.9% | -$198.54万 | 减仓 |
| NFLX | NETFLIX INC. | $756.78万 | 0.14% | 107,122 | 67,744 | 172.0% | $478.59万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $759.45万 | 0.14% | 179,369 | 48,982 | 37.6% | $207.39万 | 加仓 |
| PFE | PFIZER INC | $762.82万 | 0.14% | 316,786 | -1,798 | -0.6% | -$4.33万 | 减仓 |
| UNP | UNION PAC CORP | $763.90万 | 0.14% | 28,084 | 185 | 0.7% | $5.03万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $764.35万 | 0.14% | 254,698 | 2,273 | 0.9% | $6.82万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $764.74万 | 0.14% | 16,656 | 759 | 4.8% | $34.85万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $766.96万 | 0.14% | 38,229 | 1,202 | 3.2% | $24.11万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $788.30万 | 0.15% | 193,923 | -81,408 | -29.6% | -$330.92万 | 减仓 |
| GDX | VANECK ETF TRUST | $789.29万 | 0.15% | 104,611 | 626 | 0.6% | $4.72万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $790.06万 | 0.15% | 99,492 | -396,214 | -79.9% | -$3,146.32万 | 减仓 |
| BAC | BANK OF AMER CORP | $805.44万 | 0.15% | 141,354 | -778 | -0.5% | -$4.43万 | 减仓 |
| LIN | LINDE PLC | $812.16万 | 0.15% | 15,650 | -932 | -5.6% | -$48.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $812.86万 | 0.15% | 15,827 | -384 | -2.4% | -$19.72万 | 减仓 |
| EFG | ISHARES TR | $815.49万 | 0.15% | 65,543 | 2,126 | 3.4% | $26.45万 | 加仓 |
| CAT | CATERPILLAR INC | $815.67万 | 0.15% | 7,660 | 1,090 | 16.6% | $116.07万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $825.43万 | 0.15% | 208,601 | 208,601 | — | $825.43万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $826.91万 | 0.15% | 8,454 | -351 | -4.0% | -$34.33万 | 减仓 |
| SGOV | ISHARES TR | $834.81万 | 0.15% | 82,926 | 13,605 | 19.6% | $136.96万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $846.06万 | 0.16% | 21,700 | 498 | 2.3% | $19.42万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $847.24万 | 0.16% | 34,411 | -81,338 | -70.3% | -$2,002.63万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $861.78万 | 0.16% | 25,478 | 5,534 | 27.7% | $187.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $865.88万 | 0.16% | 39,733 | -597 | -1.5% | -$13.01万 | 减仓 |
| GE | GE AEROSPACE | $874.30万 | 0.16% | 23,393 | 1,405 | 6.4% | $52.51万 | 加仓 |
| IDEV | ISHARES TR | $884.46万 | 0.16% | 99,366 | -2,200 | -2.2% | -$19.58万 | 减仓 |
| — | PGIM ETF TR | $892.09万 | 0.17% | 175,262 | 175,262 | — | $892.09万 | 新建仓 |
| SO | SOUTHERN CO | $894.03万 | 0.17% | 93,411 | 11,407 | 13.9% | $109.18万 | 加仓 |
| WFC | WELLS FARGO & CO | $904.72万 | 0.17% | 109,477 | 30,271 | 38.2% | $250.16万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $905.65万 | 0.17% | 57,703 | -175,209 | -75.2% | -$2,749.92万 | 减仓 |
| GEV | GE VERNOVA INC | $906.44万 | 0.17% | 7,713 | 333 | 4.5% | $39.13万 | 加仓 |
| ETN | EATON CORP PLC | $909.23万 | 0.17% | 21,338 | 1,299 | 6.5% | $55.35万 | 加仓 |
| WMB | WILLIAMS COS INC | $911.62万 | 0.17% | 122,628 | 6 | 0.0% | $446 | 加仓 |
| AMAT | APPLIED MATLS INC | $915.24万 | 0.17% | 12,659 | -1,548 | -10.9% | -$111.92万 | 减仓 |
| AMGN | AMGEN INC | $923.59万 | 0.17% | 25,505 | 4,062 | 18.9% | $147.09万 | 加仓 |
| IEF | ISHARES TR | $941.85万 | 0.17% | 99,593 | 6,344 | 6.8% | $59.99万 | 加仓 |
| UBS | UBS GROUP AG | $943.36万 | 0.17% | 190,346 | 24,190 | 14.6% | $119.89万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $954.62万 | 0.18% | 169,801 | -28,035 | -14.2% | -$157.61万 | 减仓 |
| ADI | ANALOG DEVICES INC | $957.59万 | 0.18% | 24,110 | -1,114 | -4.4% | -$44.25万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $961.38万 | 0.18% | 75,497 | 75,497 | — | $961.38万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $961.39万 | 0.18% | 51,903 | 2,461 | 5.0% | $45.58万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $961.64万 | 0.18% | 22,289 | 1,112 | 5.3% | $47.98万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $964.90万 | 0.18% | 39,710 | 317 | 0.8% | $7.70万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $969.09万 | 0.18% | 74,317 | 74,317 | — | $969.09万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $969.69万 | 0.18% | 109,520 | 32,499 | 42.2% | $287.75万 | 加仓 |
| EEM | ISHARES TR | $972.81万 | 0.18% | 142,203 | 27,481 | 24.0% | $188.00万 | 加仓 |
| MCD | MCDONALDS CORP | $974.10万 | 0.18% | 36,036 | 6,322 | 21.3% | $170.89万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $986.82万 | 0.18% | 255,636 | 255,636 | — | $986.82万 | 新建仓 |
| RTX | RTX CORPORATION | $1,006.02万 | 0.19% | 53,023 | -3,094 | -5.5% | -$58.70万 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $1,007.24万 | 0.19% | 269,820 | 1,379 | 0.5% | $5.15万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $1,014.03万 | 0.19% | 182,478 | 176,168 | 2,791.9% | $978.97万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,028.81万 | 0.19% | 56,673 | 11,760 | 26.2% | $213.48万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,044.46万 | 0.19% | 10,820 | 426 | 4.1% | $41.12万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,053.95万 | 0.20% | 61,973 | 61,973 | — | $1,053.95万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1,054.74万 | 0.20% | 88,247 | -2,729 | -3.0% | -$32.62万 | 减仓 |
| ASML | ASML HLDG NV | $1,056.84万 | 0.20% | 5,311 | 135 | 2.6% | $26.86万 | 加仓 |
| CMI | CUMMINS INC | $1,067.12万 | 0.20% | 14,962 | 6,142 | 69.6% | $438.06万 | 加仓 |
| QUS | SPDR SERIES TRUST | $1,081.74万 | 0.20% | 57,890 | 57,890 | — | $1,081.74万 | 新建仓 |
| AGG | ISHARES TR | $1,093.91万 | 0.20% | 110,518 | 5,895 | 5.6% | $58.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,097.38万 | 0.20% | 66,204 | -575 | -0.9% | -$9.53万 | 减仓 |
| SOXX | ISHARES TR | $1,106.02万 | 0.20% | 17,261 | -298 | -1.7% | -$19.09万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,112.05万 | 0.21% | 257,778 | -782,084 | -75.2% | -$3,373.91万 | 减仓 |
| IUSB | ISHARES TR | $1,115.30万 | 0.21% | 241,668 | 49,834 | 26.0% | $229.98万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,116.24万 | 0.21% | 214,661 | 556 | 0.3% | $2.89万 | 加仓 |
| APH | AMPHENOL CORP | $1,135.39万 | 0.21% | 64,326 | -6,457 | -9.1% | -$113.97万 | 减仓 |
| EFA | ISHARES TR | $1,135.87万 | 0.21% | 109,345 | 6,970 | 6.8% | $72.40万 | 加仓 |
| IWR | ISHARES TR | $1,136.66万 | 0.21% | 103,033 | 91,675 | 807.1% | $1,011.35万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,138.79万 | 0.21% | 167,445 | 2,386 | 1.4% | $16.23万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,142.61万 | 0.21% | 207,070 | 2,951 | 1.4% | $16.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,157.17万 | 0.21% | 26,690 | 9,951 | 59.4% | $431.44万 | 加仓 |
| IVE | ISHARES TR | $1,172.57万 | 0.22% | 51,641 | -10,194 | -16.5% | -$231.47万 | 减仓 |
| IWM | ISHARES TR | $1,179.09万 | 0.22% | 40,030 | 37,370 | 1,404.9% | $1,100.74万 | 重新持有 |
| UTES | ETFIS SER TR I | $1,232.53万 | 0.23% | 150,787 | -46,707 | -23.6% | -$381.78万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,244.51万 | 0.23% | 99,752 | -2,649 | -2.6% | -$33.05万 | 减仓 |
| DIS | DISNEY WALT CO | $1,247.38万 | 0.23% | 129,176 | 5,361 | 4.3% | $51.77万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,263.07万 | 0.23% | 253,730 | 66,721 | 35.7% | $332.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,283.67万 | 0.24% | 45,648 | 4,351 | 10.5% | $122.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,292.63万 | 0.24% | 54,629 | 7,422 | 15.7% | $175.62万 | 加仓 |
| INTC | INTEL CORP | $1,293.76万 | 0.24% | 92,657 | 5,099 | 5.8% | $71.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,302.62万 | 0.24% | 31,341 | 14,610 | 87.3% | $607.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,366.49万 | 0.25% | 93,187 | 14,783 | 18.9% | $216.78万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $1,386.96万 | 0.26% | 233,850 | 233,850 | — | $1,386.96万 | 新建仓 |
| IVW | ISHARES TR | $1,398.05万 | 0.26% | 101,654 | -2,080 | -2.0% | -$28.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,399.15万 | 0.26% | 24,086 | 1,812 | 8.1% | $105.26万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,402.38万 | 0.26% | 186,635 | 9,848 | 5.6% | $74.00万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,407.34万 | 0.26% | 157,809 | -7,027 | -4.3% | -$62.67万 | 减仓 |
| CSCO | CISCO SYS INC | $1,419.41万 | 0.26% | 120,842 | -13,098 | -9.8% | -$153.85万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,425.62万 | 0.26% | 162,426 | 14,048 | 9.5% | $123.30万 | 加仓 |
| V | VISA INC | $1,436.40万 | 0.27% | 41,866 | -193 | -0.5% | -$6.62万 | 减仓 |