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 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $21.15万 | 0.00% | 3,244 | 3,244 | — | $21.15万 | 新建仓 |
| SNA | SNAP ON INC | $21.23万 | 0.00% | 584 | -1,482 | -71.7% | -$53.87万 | 重新持有 |
| CHDN | CHURCHILL DOWNS INC | $21.24万 | 0.00% | 2,364 | 2,364 | — | $21.24万 | 新建仓 |
| MNRO | MONRO INC | $21.26万 | 0.00% | 13,254 | 13,254 | — | $21.26万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $21.27万 | 0.00% | 12,279 | 18 | 0.1% | $312 | 加仓 |
| IPAR | INTERPARFUMS INC | $21.37万 | 0.00% | 2,352 | 2,352 | — | $21.37万 | 新建仓 |
| SHYG | ISHARES TR | $21.40万 | 0.00% | 5,059 | 5,059 | — | $21.40万 | 新建仓 |
| DT | DYNATRACE INC | $21.49万 | 0.00% | 5,811 | -7,298 | -55.7% | -$26.99万 | 重新持有 |
| ADBE | ADOBE INC | $21.49万 | 0.00% | 884 | 30 | 3.5% | $7,292 | 重新持有 |
| ARCB | ARCBEST CORP | $21.50万 | 0.00% | 2,186 | 2,186 | — | $21.50万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $21.57万 | 0.01% | 2,191 | -949 | -30.2% | -$9.34万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $21.59万 | 0.01% | 1,071 | 1,071 | — | $21.59万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $21.73万 | 0.01% | 6,532 | 6,532 | — | $21.73万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $21.78万 | 0.01% | 9,632 | 9,632 | — | $21.78万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $21.81万 | 0.01% | 10,041 | 10,041 | — | $21.81万 | 新建仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $21.84万 | 0.01% | 17,318 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $21.90万 | 0.01% | 3,416 | 3,416 | — | $21.90万 | 新建仓 |
| POWL | POWELL INDS INC | $21.91万 | 0.01% | 405 | 405 | — | $21.91万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $21.93万 | 0.01% | 419 | -405 | -49.2% | -$21.20万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $21.97万 | 0.01% | 1,469 | 1,469 | — | $21.97万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $22.11万 | 0.01% | 799 | 799 | — | $22.11万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.15万 | 0.01% | 3,045 | 3,045 | — | $22.15万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $22.25万 | 0.01% | 2,805 | 10 | 0.4% | $793 | 加仓 |
| IYF | ISHARES TR | $22.27万 | 0.01% | 1,893 | 1,893 | — | $22.27万 | 新建仓 |
| HWKN | HAWKINS INC | $22.36万 | 0.01% | 1,456 | 1,456 | — | $22.36万 | 新建仓 |
| KEY | KEYCORP | $22.38万 | 0.01% | 11,164 | 11,164 | — | $22.38万 | 新建仓 |
| MSTR | STRATEGY INC | $22.40万 | 0.01% | 1,795 | 1,795 | — | $22.40万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $22.41万 | 0.01% | 3,330 | 3,330 | — | $22.41万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $22.43万 | 0.01% | 1,651 | 1,651 | — | $22.43万 | 新建仓 |
| RL | RALPH LAUREN CORP | $22.57万 | 0.01% | 655 | 655 | — | $22.57万 | 新建仓 |
| WWD | WOODWARD INC | $22.80万 | 0.01% | 637 | -617 | -49.2% | -$22.08万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $22.83万 | 0.01% | 1,365 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $22.87万 | 0.01% | 30,081 | -2,174 | -6.7% | -$1.65万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $22.98万 | 0.01% | 7,299 | 328 | 4.7% | $1.03万 | 加仓 |
| DON | WISDOMTREE TR | $23.01万 | 0.01% | 4,379 | 4,379 | — | $23.01万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $23.01万 | 0.01% | 3,746 | 3,746 | — | $23.01万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $23.14万 | 0.01% | 3,115 | 3,115 | — | $23.14万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $23.22万 | 0.01% | 1,189 | -163 | -12.1% | -$3.18万 | 重新持有 |
| SRRK | SCHOLAR ROCK HLDG CORP | $23.30万 | 0.01% | 4,739 | 4,739 | — | $23.30万 | 新建仓 |
| IWB | ISHARES TR | $23.34万 | 0.01% | 655 | 1 | 0.2% | $356 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $23.36万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $23.49万 | 0.01% | 4,668 | 4,668 | — | $23.49万 | 新建仓 |
| ESGE | ISHARES INC | $23.51万 | 0.01% | 5,171 | 5,171 | — | $23.51万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $23.55万 | 0.01% | 7,643 | 7,643 | — | $23.55万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $23.92万 | 0.01% | 1,517 | 1,517 | — | $23.92万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $23.95万 | 0.01% | 1,868 | 1,868 | — | $23.95万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $24.04万 | 0.01% | 2,251 | 2,251 | — | $24.04万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $24.06万 | 0.01% | 4,940 | 162 | 3.4% | $7,891 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $24.07万 | 0.01% | 3,256 | 3,256 | — | $24.07万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $24.12万 | 0.01% | 7,896 | 7,896 | — | $24.12万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $24.21万 | 0.01% | 3,108 | 3,108 | — | $24.21万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $24.22万 | 0.01% | 5,341 | 5,341 | — | $24.22万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $24.25万 | 0.01% | 7,690 | 7,690 | — | $24.25万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $24.26万 | 0.01% | 2,662 | 2,662 | — | $24.26万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $24.29万 | 0.01% | 3,271 | 3,271 | — | $24.29万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $24.33万 | 0.01% | 838 | 838 | — | $24.33万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $24.33万 | 0.01% | 779 | 779 | — | $24.33万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $24.38万 | 0.01% | 5,154 | 5,154 | — | $24.38万 | 新建仓 |
| CAVA | CAVA GROUP INC | $24.43万 | 0.01% | 3,020 | 3,020 | — | $24.43万 | 新建仓 |
| GDDY | GODADDY INC | $24.47万 | 0.01% | 2,960 | 2,960 | — | $24.47万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $24.58万 | 0.01% | 6,347 | 6,347 | — | $24.58万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $24.64万 | 0.01% | 8,598 | -155,212 | -94.8% | -$444.81万 | 减仓 |
| GKOS | GLAUKOS CORP | $24.65万 | 0.01% | 2,290 | 2,290 | — | $24.65万 | 新建仓 |
| IMAX | IMAX CORP | $24.76万 | 0.01% | 6,515 | 6,515 | — | $24.76万 | 新建仓 |
| CLSK | CLEANSPARK INC | $24.92万 | 0.01% | 29,282 | 29,282 | — | $24.92万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $25.00万 | 0.01% | 1,317 | 1,317 | — | $25.00万 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $25.06万 | 0.01% | 1,015 | 1,015 | — | $25.06万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $25.20万 | 0.01% | 843 | 82 | 10.8% | $2.45万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $25.25万 | 0.01% | 6,705 | 6,705 | — | $25.25万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $25.26万 | 0.01% | 23,217 | 23,217 | — | $25.26万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $25.28万 | 0.01% | 2,592 | 2,592 | — | $25.28万 | 新建仓 |
| TREX | TREX INC | $25.32万 | 0.01% | 6,952 | 6,952 | — | $25.32万 | 新建仓 |
| IX | ORIX CORP | $25.36万 | 0.01% | 8,457 | 1,428 | 20.3% | $4.28万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $25.55万 | 0.01% | 722 | 722 | — | $25.55万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $25.56万 | 0.01% | 2,679 | 2,679 | — | $25.56万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $25.57万 | 0.01% | 3,637 | 3,637 | — | $25.57万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $25.66万 | 0.01% | 1,632 | -5,705 | -77.8% | -$89.70万 | 减仓 |
| NXT | NEXTPOWER INC | $25.67万 | 0.01% | 2,129 | 2,129 | — | $25.67万 | 新建仓 |
| EZU | ISHARES INC | $25.70万 | 0.01% | 4,103 | 4,103 | — | $25.70万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $25.96万 | 0.01% | 6,226 | -1,420 | -18.6% | -$5.92万 | 减仓 |
| BROS | DUTCH BROS INC | $25.97万 | 0.01% | 5,127 | 5,127 | — | $25.97万 | 新建仓 |
| ONON | ON HLDG AG | $26.02万 | 0.01% | 7,649 | -452 | -5.6% | -$1.54万 | 减仓 |
| IHI | ISHARES TR | $26.09万 | 0.01% | 4,889 | 4,889 | — | $26.09万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $26.16万 | 0.01% | 7,572 | 7,572 | — | $26.16万 | 新建仓 |
| BYD | BOYD GAMING CORP | $26.33万 | 0.01% | 3,204 | 3,204 | — | $26.33万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $26.43万 | 0.01% | 250 | 250 | — | $26.43万 | 新建仓 |
| PODD | INSULET CORP 看涨期权 | $26.43万 | 0.01% | 1,459 | 1,459 | — | $26.43万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $26.77万 | 0.01% | 2,243 | 1 | 0.0% | $119 | 加仓 |
| SHOO | MADDEN STEVEN LTD | $26.78万 | 0.01% | 7,895 | 7,895 | — | $26.78万 | 新建仓 |
| GPC | GENUINE PARTS CO | $26.79万 | 0.01% | 2,505 | 620 | 32.9% | $6.63万 | 加仓 |
| ARGX | ARGENX SE | $26.80万 | 0.01% | 367 | -171 | -31.8% | -$12.49万 | 减仓 |
| FTI | TECHNIPFMC PLC | $26.92万 | 0.01% | 3,893 | 3,893 | — | $26.92万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $26.93万 | 0.01% | 5,777 | 5,777 | — | $26.93万 | 新建仓 |
| REG | REGENCY CTRS CORP | $26.95万 | 0.01% | 3,528 | -1,396 | -28.4% | -$10.66万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $26.99万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $26.99万 | 0.01% | 1,968 | 1,968 | — | $26.99万 | 新建仓 |
| CACI | CACI INTL INC | $27.08万 | 0.01% | 498 | -176 | -26.1% | -$9.57万 | 减仓 |
| DOV | DOVER CORP | $27.20万 | 0.01% | 1,305 | 195 | 17.6% | $4.06万 | 加仓 |
| MSCI | MSCI INC | $27.29万 | 0.01% | 506 | 121 | 31.4% | $6.53万 | 加仓 |
| IGM | ISHARES TR | $27.34万 | 0.01% | 2,307 | 2,307 | — | $27.34万 | 新建仓 |