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
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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 |
|---|---|---|---|---|---|---|---|---|
| ANIP | ANI PHARMACEUTICALS INC | $27.35万 | 0.01% | 3,556 | 3,556 | — | $27.35万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $27.38万 | 0.01% | 1,032 | 1,032 | — | $27.38万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $27.39万 | 0.01% | 3,305 | 3,305 | — | $27.39万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $27.44万 | 0.01% | 6,692 | 6,692 | — | $27.44万 | 新建仓 |
| BGC | BGC GROUP INC | $27.58万 | 0.01% | 28,195 | 28,195 | — | $27.58万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $27.63万 | 0.01% | 2,960 | 2,960 | — | $27.63万 | 新建仓 |
| KR | KROGER CO | $27.65万 | 0.01% | 3,821 | 3,821 | — | $27.65万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $27.69万 | 0.01% | 1,358 | 163 | 13.6% | $3.32万 | 加仓 |
| RWR | SPDR SERIES TRUST | $27.70万 | 0.01% | 2,743 | -23,152 | -89.4% | -$233.79万 | 减仓 |
| FUL | FULLER H B CO | $27.72万 | 0.01% | 4,494 | 2 | 0.0% | $123 | 重新持有 |
| GIS | GENERAL MILLS INC | $27.76万 | 0.01% | 7,460 | 2,114 | 39.5% | $7.87万 | 加仓 |
| ZS | ZSCALER INC | $27.76万 | 0.01% | 1,979 | 51 | 2.6% | $7,155 | 重新持有 |
| IWO | ISHARES TR | $27.79万 | 0.01% | 886 | 886 | — | $27.79万 | 新建仓 |
| SF | STIFEL FINL CORP | $27.80万 | 0.01% | 3,761 | 1,128 | 42.8% | $8.34万 | 重新持有 |
| RACE | FERRARI N V | $27.94万 | 0.01% | 834 | 834 | — | $27.94万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $27.95万 | 0.01% | 13,337 | 3,769 | 39.4% | $7.90万 | 加仓 |
| HEI | HEICO CORP NEW | $27.97万 | 0.01% | 1,020 | 1,020 | — | $27.97万 | 新建仓 |
| HRI | HERC HLDGS INC | $28.02万 | 0.01% | 2,815 | 2,815 | — | $28.02万 | 新建仓 |
| MGNI | MAGNITE INC | $28.09万 | 0.01% | 23,648 | 23,648 | — | $28.09万 | 新建仓 |
| CCI | CROWN CASTLE INC | $28.14万 | 0.01% | 3,461 | 3,461 | — | $28.14万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $28.19万 | 0.01% | 2,319 | 2,319 | — | $28.19万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $28.21万 | 0.01% | 1,108 | 121 | 12.3% | $3.08万 | 加仓 |
| PSMT | PRICESMART INC | $28.28万 | 0.01% | 1,879 | 1,879 | — | $28.28万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $28.45万 | 0.01% | 4,744 | 4,744 | — | $28.45万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $28.56万 | 0.01% | 10,732 | 906 | 9.2% | $2.41万 | 加仓 |
| BRZE | BRAZE INC | $28.65万 | 0.01% | 12,134 | 12,134 | — | $28.65万 | 新建仓 |
| GGG | GRACO INC | $28.85万 | 0.01% | 3,408 | -385 | -10.2% | -$3.26万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $28.91万 | 0.01% | 15,475 | 15,475 | — | $28.91万 | 新建仓 |
| APG | API GROUP CORP | $29.00万 | 0.01% | 7,157 | 7,157 | — | $29.00万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $29.19万 | 0.01% | 1,130 | 1,130 | — | $29.19万 | 新建仓 |
| SGOL | ETFS GOLD TR | $29.20万 | 0.01% | 6,545 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $29.24万 | 0.01% | 2,927 | 2,927 | — | $29.24万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $29.27万 | 0.01% | 5,179 | 5,179 | — | $29.27万 | 新建仓 |
| HUBS | HUBSPOT INC | $29.34万 | 0.01% | 1,202 | -536 | -30.8% | -$13.08万 | 减仓 |
| IOT | SAMSARA INC | $29.40万 | 0.01% | 9,277 | 9,277 | — | $29.40万 | 新建仓 |
| PEN | PENUMBRA INC | $29.54万 | 0.01% | 900 | 900 | — | $29.54万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $29.54万 | 0.01% | 15,890 | 15,890 | — | $29.54万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $29.60万 | 0.01% | 5,720 | 466 | 8.9% | $2.41万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $29.62万 | 0.01% | 2,597 | 2,597 | — | $29.62万 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $29.71万 | 0.01% | 24,355 | 84 | 0.3% | $1,025 | 加仓 |
| ZD | ZIFF DAVIS INC | $29.72万 | 0.01% | 7,084 | 7,084 | — | $29.72万 | 新建仓 |
| OIH | VANECK ETF TRUST | $29.75万 | 0.01% | 736 | 736 | — | $29.75万 | 新建仓 |
| EXPO | EXPONENT INC | $29.78万 | 0.01% | 4,564 | 1,196 | 35.5% | $7.80万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $29.83万 | 0.01% | 4,817 | 4,817 | — | $29.83万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $29.83万 | 0.01% | 1,861 | 1,861 | — | $29.83万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $29.85万 | 0.01% | 1,990 | -344 | -14.7% | -$5.16万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $29.85万 | 0.01% | 8,880 | 0 | 0.0% | — | 不变 |
| TDI | TOUCHSTONE ETF TRUST | $29.86万 | 0.01% | 7,240 | 7,240 | — | $29.86万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $29.95万 | 0.01% | 6,763 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $29.95万 | 0.01% | 4,906 | 4,906 | — | $29.95万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $29.97万 | 0.01% | 3,541 | 3,541 | — | $29.97万 | 新建仓 |
| MATX | MATSON INC | $29.98万 | 0.01% | 1,829 | 1,829 | — | $29.98万 | 新建仓 |
| ALC | ALCON AG | $30.30万 | 0.01% | 4,021 | 116 | 3.0% | $8,741 | 加仓 |
| QDPL | PACER FDS TR | $30.32万 | 0.01% | 7,517 | 96 | 1.3% | $3,872 | 加仓 |
| THG | HANOVER INS GROUP INC | $30.34万 | 0.01% | 1,750 | 1,750 | — | $30.34万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $30.56万 | 0.01% | 6,805 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $30.68万 | 0.01% | 3,932 | 3,932 | — | $30.68万 | 新建仓 |
| AMCR | AMCOR PLC | $30.78万 | 0.01% | 7,743 | 7,743 | — | $30.78万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $30.81万 | 0.01% | 3,361 | 662 | 24.5% | $6.07万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $31.04万 | 0.01% | 5,494 | 5,494 | — | $31.04万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.09万 | 0.01% | 4,277 | 4,277 | — | $31.09万 | 新建仓 |
| DASH | DOORDASH INC | $31.11万 | 0.01% | 2,072 | -198 | -8.7% | -$2.97万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $31.17万 | 0.01% | 3,437 | 3,437 | — | $31.17万 | 新建仓 |
| — | ARCOSA INC | $31.56万 | 0.01% | 2,973 | 2,973 | — | $31.56万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $31.58万 | 0.01% | 6,310 | 6,310 | — | $31.58万 | 新建仓 |
| DVY | ISHARES TR | $31.85万 | 0.01% | 2,103 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $31.85万 | 0.01% | 18,605 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $31.97万 | 0.01% | 9,014 | 1,693 | 23.1% | $6.01万 | 加仓 |
| KNF | KNIFE RIVER CORP | $32.12万 | 0.01% | 3,934 | 3,934 | — | $32.12万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $32.21万 | 0.01% | 11,729 | 11,729 | — | $32.21万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $32.23万 | 0.01% | 3,331 | 3,331 | — | $32.23万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $32.23万 | 0.01% | 11,967 | 11,967 | — | $32.23万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $32.35万 | 0.01% | 10,608 | 10,608 | — | $32.35万 | 新建仓 |
| STT | STATE STR CORP | $32.36万 | 0.01% | 2,557 | 2,557 | — | $32.36万 | 新建仓 |
| UMBF | UMB FINL CORP | $32.40万 | 0.01% | 2,872 | 2,872 | — | $32.40万 | 新建仓 |
| RBC | RBC BEARINGS INC | $32.42万 | 0.01% | 597 | -124 | -17.2% | -$6.73万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $32.44万 | 0.01% | 4,415 | 4,415 | — | $32.44万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.50万 | 0.01% | 6,422 | -2,143 | -25.0% | -$10.85万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $32.68万 | 0.01% | 2,005 | -388 | -16.2% | -$6.32万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $32.74万 | 0.01% | 1,910 | 1,910 | — | $32.74万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $32.91万 | 0.01% | 9,062 | 9,062 | — | $32.91万 | 新建仓 |
| IYC | ISHARES TR | $32.93万 | 0.01% | 3,398 | 3,398 | — | $32.93万 | 新建仓 |
| FISV | FISERV INC | $33.00万 | 0.01% | 5,915 | 1,287 | 27.8% | $7.18万 | 加仓 |
| KVUE | KENVUE INC | $33.08万 | 0.01% | 19,188 | 6,465 | 50.8% | $11.15万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $33.17万 | 0.01% | 1,318 | 1,318 | — | $33.17万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $33.25万 | 0.01% | 2,600 | 2,600 | — | $33.25万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $33.27万 | 0.01% | 4,183 | 4,183 | — | $33.27万 | 新建仓 |
| QLYS | QUALYS INC | $33.30万 | 0.01% | 3,790 | 3,790 | — | $33.30万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $33.51万 | 0.01% | 1,492 | 1,492 | — | $33.51万 | 新建仓 |
| MAGS | LISTED FDS TR | $33.57万 | 0.01% | 5,794 | 5,794 | — | $33.57万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $33.69万 | 0.01% | 5,166 | 5,166 | — | $33.69万 | 新建仓 |
| LAD | LITHIA MTRS INC | $33.79万 | 0.01% | 1,353 | 463 | 52.0% | $11.56万 | 重新持有 |
| EQIX | EQUINIX INC | $33.83万 | 0.01% | 345 | 345 | — | $33.83万 | 新建仓 |
| SNPS | SYNOPSYS INC | $33.96万 | 0.01% | 857 | 314 | 57.8% | $12.44万 | 加仓 |
| GRMN | GARMIN LTD | $34.15万 | 0.01% | 1,472 | 633 | 75.4% | $14.68万 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $34.25万 | 0.01% | 7,561 | 7,561 | — | $34.25万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $34.29万 | 0.01% | 9,634 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $34.31万 | 0.01% | 1,218 | 1,218 | — | $34.31万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $34.39万 | 0.01% | 1,007 | 1,007 | — | $34.39万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $34.51万 | 0.01% | 1,008 | 552 | 121.1% | $18.90万 | 重新持有 |