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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L 看涨期权 | $6.28万 | 0.00% | 1,708 | 1,708 | — | $6.28万 | 新建仓 |
| — | STARFIGHTERS SPACE INC | $6.74万 | 0.00% | 12,660 | -1,000 | -7.3% | -$5,320 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA 看涨期权 | $6.85万 | 0.00% | 865 | 865 | — | $6.85万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC 看涨期权 | $7.81万 | 0.00% | 924 | 924 | — | $7.81万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $8.01万 | 0.00% | 16,306 | 70 | 0.4% | $344 | 加仓 |
| — | GABELLI UTIL TR | $8.90万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP | $9.34万 | 0.00% | 32,200 | 32,200 | — | $9.34万 | 新建仓 |
| — | GIFTIFY INC | $9.48万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $9.78万 | 0.00% | 10,331 | -123 | -1.2% | -$1,165 | 减仓 |
| — | NEURAXIS INC | $10.45万 | 0.00% | 14,300 | 3,300 | 30.0% | $2.41万 | 加仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $10.60万 | 0.00% | 15,967 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR 看涨期权 | $11.68万 | 0.00% | 482 | 482 | — | $11.68万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.98万 | 0.00% | 10,548 | 10,548 | — | $11.98万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $12.10万 | 0.00% | 26,237 | -4,701 | -15.2% | -$2.17万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $12.56万 | 0.00% | 12,556 | -442 | -3.4% | -$4,420 | 减仓 |
| CAG | CONAGRA BRANDS INC | $13.85万 | 0.00% | 10,288 | 10,288 | — | $13.85万 | 新建仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $14.22万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $15.58万 | 0.00% | 14,856 | 14,856 | — | $15.58万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $15.88万 | 0.00% | 30,772 | -1,261 | -3.9% | -$6,507 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $15.96万 | 0.00% | 12,181 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $16.08万 | 0.00% | 12,082 | -18,622 | -60.7% | -$24.79万 | 减仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $16.46万 | 0.00% | 24,313 | -42 | -0.2% | -$284 | 减仓 |
| IWO | ISHARES TR 看涨期权 | $16.70万 | 0.00% | 424 | 424 | — | $16.70万 | 新建仓 |
| — | WESTERN ASSET INFLT LNK INC | $16.87万 | 0.00% | 20,750 | 0 | 0.0% | — | 不变 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $17.11万 | 0.00% | 27,950 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $17.69万 | 0.00% | 17,775 | 323 | 1.9% | $3,214 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $17.85万 | 0.00% | 19,772 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $18.27万 | 0.00% | 22,272 | -29 | -0.1% | -$238 | 减仓 |
| XP | XP INC | $18.67万 | 0.00% | 11,481 | 11,481 | — | $18.67万 | 新建仓 |
| NOK | NOKIA CORP | $18.83万 | 0.00% | 14,182 | 14,182 | — | $18.83万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $20.04万 | 0.00% | 2,406 | -639 | -21.0% | -$5.32万 | 减仓 |
| APPF | APPFOLIO INC | $20.08万 | 0.00% | 1,252 | 1,252 | — | $20.08万 | 新建仓 |
| BSY | BENTLEY SYS INC | $20.17万 | 0.00% | 6,749 | -3,194 | -32.1% | -$9.55万 | 减仓 |
| HPQ | HP INC | $20.17万 | 0.00% | 9,044 | 9,044 | — | $20.17万 | 新建仓 |
| VSAT | VIASAT INC | $20.22万 | 0.00% | 2,251 | 2,251 | — | $20.22万 | 新建仓 |
| SITM | SITIME CORP | $20.28万 | 0.00% | 272 | 272 | — | $20.28万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $20.32万 | 0.00% | 23,489 | 272 | 1.2% | $2,353 | 加仓 |
| ENSG | ENSIGN GROUP INC | $20.35万 | 0.00% | 1,269 | 198 | 18.5% | $3.18万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $20.48万 | 0.00% | 1,770 | -842 | -32.2% | -$9.74万 | 重新持有 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $20.49万 | 0.00% | 3,360 | 3,360 | — | $20.49万 | 新建仓 |
| ESTC | ELASTIC N V | $20.53万 | 0.00% | 3,601 | 3,601 | — | $20.53万 | 新建仓 |
| ALLY | ALLY FINL INC | $20.63万 | 0.00% | 4,490 | 4,490 | — | $20.63万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $20.68万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $20.70万 | 0.00% | 2,487 | 136 | 5.8% | $1.13万 | 重新持有 |
| HWKN | HAWKINS INC | $20.72万 | 0.00% | 1,458 | 2 | 0.1% | $284 | 加仓 |
| OC | OWENS CORNING NEW | $20.74万 | 0.00% | 1,305 | 1,305 | — | $20.74万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $20.75万 | 0.00% | 1,040 | -68 | -6.1% | -$1.36万 | 减仓 |
| BE | BLOOM ENERGY CORP | $20.75万 | 0.00% | 686 | 686 | — | $20.75万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $20.88万 | 0.00% | 2,644 | -11,591 | -81.4% | -$91.52万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.90万 | 0.00% | 6,036 | 6,036 | — | $20.90万 | 新建仓 |
| IOT | SAMSARA INC | $21.05万 | 0.00% | 6,492 | -2,785 | -30.0% | -$9.03万 | 减仓 |
| MTRN | MATERION CORP | $21.09万 | 0.00% | 709 | 709 | — | $21.09万 | 新建仓 |
| ESGE | ISHARES INC | $21.10万 | 0.00% | 3,858 | -1,313 | -25.4% | -$7.18万 | 减仓 |
| TBBB | BBB FOODS INC | $21.11万 | 0.00% | 5,066 | 5,066 | — | $21.11万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.16万 | 0.00% | 1,590 | -61 | -3.7% | -$8,116 | 减仓 |
| IHI | ISHARES TR | $21.18万 | 0.00% | 4,286 | -603 | -12.3% | -$2.98万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $21.46万 | 0.00% | 8,343 | 8,343 | — | $21.46万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $21.47万 | 0.00% | 2,416 | -889 | -26.9% | -$7.90万 | 减仓 |
| FISV | FISERV INC | $21.56万 | 0.00% | 4,396 | -1,519 | -25.7% | -$7.45万 | 减仓 |
| CELC | CELCUITY INC | $21.57万 | 0.00% | 2,062 | 2,062 | — | $21.57万 | 新建仓 |
| INSM | INSMED INC | $21.63万 | 0.00% | 2,029 | -1,645 | -44.8% | -$17.54万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $21.63万 | 0.00% | 2,962 | -153 | -4.9% | -$1.12万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $21.64万 | 0.00% | 3,703 | 3,703 | — | $21.64万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $21.70万 | 0.00% | 943 | 943 | — | $21.70万 | 新建仓 |
| EEMA | ISHARES INC | $21.80万 | 0.00% | 1,864 | -293 | -13.6% | -$3.43万 | 减仓 |
| PODD | INSULET CORP | $21.80万 | 0.00% | 1,432 | 284 | 24.7% | $4.32万 | 重新持有 |
| LCTU | BLACKROCK ETF TRUST | $21.80万 | 0.00% | 2,720 | 2,720 | — | $21.80万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $21.84万 | 0.00% | 9,543 | -89 | -0.9% | -$2,037 | 减仓 |
| CSGP | COSTAR GROUP INC | $21.87万 | 0.00% | 7,721 | 3,540 | 84.7% | $10.03万 | 重新持有 |
| AXS | AXIS CAP HLDGS LTD | $21.97万 | 0.00% | 2,039 | 110 | 5.7% | $1.19万 | 重新持有 |
| EXPO | EXPONENT INC | $22.12万 | 0.00% | 3,764 | -800 | -17.5% | -$4.70万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $22.22万 | 0.00% | 1,363 | 1,363 | — | $22.22万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $22.30万 | 0.00% | 9,061 | 9,061 | — | $22.30万 | 新建仓 |
| VNT | VONTIER CORPORATION | $22.36万 | 0.00% | 7,710 | -1,304 | -14.5% | -$3.78万 | 减仓 |
| QTWO | Q2 HLDGS INC | $22.40万 | 0.00% | 4,657 | -497 | -9.6% | -$2.39万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $22.40万 | 0.00% | 2,987 | 2,987 | — | $22.40万 | 新建仓 |
| RH | RH | $22.44万 | 0.00% | 1,362 | 1,362 | — | $22.44万 | 新建仓 |
| VTR | VENTAS INC | $22.54万 | 0.00% | 2,532 | 2,532 | — | $22.54万 | 新建仓 |
| IWP | ISHARES TR | $22.59万 | 0.00% | 1,543 | 1,543 | — | $22.59万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $22.63万 | 0.00% | 1,156 | -4,230 | -78.5% | -$82.80万 | 重新持有 |
| CCI | CROWN CASTLE INC | $22.66万 | 0.00% | 2,993 | -468 | -13.5% | -$3.54万 | 减仓 |
| MGK | VANGUARD WORLD FD | $22.67万 | 0.00% | 2,578 | 2,578 | — | $22.67万 | 新建仓 |
| EXI | ISHARES TR | $22.68万 | 0.00% | 1,131 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $22.70万 | 0.00% | 1,710 | 1,710 | — | $22.70万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $22.71万 | 0.00% | 3,724 | 3,724 | — | $22.71万 | 新建仓 |
| NSP | INSPERITY INC | $22.73万 | 0.00% | 5,502 | 5,502 | — | $22.73万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $22.80万 | 0.00% | 16,524 | 900 | 5.8% | $1.24万 | 加仓 |
| XYZ | BLOCK INC | $22.81万 | 0.00% | 3,001 | 3,001 | — | $22.81万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.94万 | 0.00% | 3,584 | -3,611 | -50.2% | -$23.11万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.11万 | 0.00% | 2,608 | 2,608 | — | $23.11万 | 新建仓 |
| IJT | ISHARES TR | $23.15万 | 0.00% | 1,296 | 1,296 | — | $23.15万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.34万 | 0.00% | 13,824 | 1,545 | 12.6% | $2.61万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $23.45万 | 0.00% | 6,532 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $23.45万 | 0.00% | 2,988 | -32 | -1.1% | -$2,511 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $23.52万 | 0.00% | 438 | 19 | 4.5% | $1.02万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $23.58万 | 0.00% | 7,852 | -44 | -0.6% | -$1,321 | 减仓 |
| SNA | SNAP ON INC | $23.60万 | 0.00% | 586 | 2 | 0.3% | $805 | 加仓 |
| AAXJ | ISHARES TR | $23.66万 | 0.00% | 1,983 | 1,983 | — | $23.66万 | 新建仓 |
| ICLN | ISHARES TR | $23.69万 | 0.00% | 11,564 | 11,564 | — | $23.69万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $23.74万 | 0.00% | 985 | 985 | — | $23.74万 | 新建仓 |