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 |
|---|---|---|---|---|---|---|---|---|
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $34.63万 | 0.01% | 15,989 | -2,930 | -15.5% | -$6.35万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $34.71万 | 0.01% | 12,900 | 12,900 | — | $34.71万 | 新建仓 |
| BSY | BENTLEY SYS INC | $34.92万 | 0.01% | 9,943 | -880 | -8.1% | -$3.09万 | 减仓 |
| EBAY | EBAY INC. | $34.99万 | 0.01% | 3,844 | 721 | 23.1% | $6.56万 | 加仓 |
| CCL | CARNIVAL CORP | $35.02万 | 0.01% | 13,534 | 13,534 | — | $35.02万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $35.06万 | 0.01% | 4,580 | 2,032 | 79.7% | $15.55万 | 加仓 |
| PI | IMPINJ INC | $35.08万 | 0.01% | 3,416 | 3,416 | — | $35.08万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $35.09万 | 0.01% | 9,723 | 9,723 | — | $35.09万 | 新建仓 |
| GWW | WW GRAINGER INC | $35.24万 | 0.01% | 323 | 323 | — | $35.24万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $35.33万 | 0.01% | 5,125 | 2,578 | 101.2% | $17.77万 | 重新持有 |
| CLX | CLOROX CO DEL | $35.34万 | 0.01% | 3,410 | 412 | 13.7% | $4.27万 | 重新持有 |
| DOCN | DIGITALOCEAN HLDGS INC | $35.74万 | 0.01% | 4,166 | 4,166 | — | $35.74万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $35.90万 | 0.01% | 14,973 | 699 | 4.9% | $1.68万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.00万 | 0.01% | 9,320 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $36.02万 | 0.01% | 1,539 | 1,539 | — | $36.02万 | 新建仓 |
| PAYX | PAYCHEX INC | $36.02万 | 0.01% | 3,910 | 2,065 | 111.9% | $19.02万 | 重新持有 |
| HIMU | BLACKROCK ETF TRUST II | $36.22万 | 0.01% | 7,549 | -2,044 | -21.3% | -$9.81万 | 减仓 |
| SHYD | VANECK ETF TRUST | $36.27万 | 0.01% | 16,006 | 2,628 | 19.6% | $5.95万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $36.38万 | 0.01% | 1,294 | 1,294 | — | $36.38万 | 新建仓 |
| ITT | ITT INC | $36.46万 | 0.01% | 1,911 | 1,911 | — | $36.46万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $36.51万 | 0.01% | 2,110 | 2,110 | — | $36.51万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $36.54万 | 0.01% | 1,971 | 1,971 | — | $36.54万 | 新建仓 |
| WCC | WESCO INTL INC | $36.80万 | 0.01% | 1,345 | -19 | -1.4% | -$5,199 | 减仓 |
| ENB | ENBRIDGE INC | $36.97万 | 0.01% | 6,829 | 2,539 | 59.2% | $13.75万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $37.10万 | 0.01% | 3,969 | 3,969 | — | $37.10万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $37.22万 | 0.01% | 1,612 | 1,612 | — | $37.22万 | 新建仓 |
| BKH | BLACK HILLS CORP | $37.28万 | 0.01% | 5,371 | 5,371 | — | $37.28万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $37.30万 | 0.01% | 6,032 | 1,364 | 29.2% | $8.44万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $37.50万 | 0.01% | 2,562 | 2,562 | — | $37.50万 | 新建仓 |
| TER | TERADYNE INC | $37.78万 | 0.01% | 1,274 | 1,274 | — | $37.78万 | 新建仓 |
| AIR | AAR CORP | $37.79万 | 0.01% | 3,452 | 3,452 | — | $37.79万 | 新建仓 |
| PATK | PATRICK INDS INC | $37.82万 | 0.01% | 3,405 | 3,405 | — | $37.82万 | 新建仓 |
| RDNT | RADNET INC | $37.89万 | 0.01% | 6,780 | 6,780 | — | $37.89万 | 新建仓 |
| UI | UBIQUITI INC | $38.01万 | 0.01% | 481 | 481 | — | $38.01万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $38.26万 | 0.01% | 5,878 | 5,878 | — | $38.26万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $38.49万 | 0.01% | 2,277 | 2,277 | — | $38.49万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $38.67万 | 0.01% | 5,052 | 5,052 | — | $38.67万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.85万 | 0.01% | 5,041 | 5,041 | — | $38.85万 | 新建仓 |
| STE | STERIS PLC | $38.98万 | 0.01% | 1,763 | 885 | 100.8% | $19.57万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $39.06万 | 0.01% | 6,880 | 6,880 | — | $39.06万 | 新建仓 |
| BANR | BANNER CORP | $39.27万 | 0.01% | 6,471 | 6,471 | — | $39.27万 | 新建仓 |
| NPO | ENPRO INC | $39.29万 | 0.01% | 1,567 | 1,567 | — | $39.29万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $39.33万 | 0.01% | 2,955 | 797 | 36.9% | $10.61万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $39.34万 | 0.01% | 3,414 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $39.44万 | 0.01% | 4,895 | 4,895 | — | $39.44万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $39.57万 | 0.01% | 2,567 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $39.69万 | 0.01% | 1,852 | 808 | 77.4% | $17.32万 | 加仓 |
| SJM | SMUCKER J M CO | $39.75万 | 0.01% | 4,122 | 842 | 25.7% | $8.12万 | 加仓 |
| TWLO | TWILIO INC | $39.78万 | 0.01% | 3,162 | 3,162 | — | $39.78万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $39.90万 | 0.01% | 3,328 | 3,328 | — | $39.90万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $40.33万 | 0.01% | 2,515 | 2,515 | — | $40.33万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $40.35万 | 0.01% | 1,384 | 580 | 72.1% | $16.91万 | 加仓 |
| NEU | NEWMARKET CORP | $40.36万 | 0.01% | 628 | 314 | 100.0% | $20.18万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $40.43万 | 0.01% | 1,913 | 572 | 42.7% | $12.09万 | 加仓 |
| HLN | HALEON PLC | $40.44万 | 0.01% | 40,396 | 971 | 2.5% | $9,720 | 加仓 |
| MC | MOELIS & CO | $40.51万 | 0.01% | 7,107 | 4,040 | 131.7% | $23.03万 | 加仓 |
| CR | CRANE COMPANY | $40.83万 | 0.01% | 2,387 | 2,387 | — | $40.83万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $40.86万 | 0.01% | 11,039 | 1,069 | 10.7% | $3.96万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $40.89万 | 0.01% | 4,872 | 4,872 | — | $40.89万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $41.20万 | 0.01% | 20,215 | 20,215 | — | $41.20万 | 新建仓 |
| TSEC | TOUCHSTONE ETF TRUST | $41.22万 | 0.01% | 15,984 | 15,984 | — | $41.22万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $41.79万 | 0.01% | 1,263 | 1,263 | — | $41.79万 | 新建仓 |
| ILMN | ILLUMINA INC | $41.86万 | 0.01% | 3,396 | 3,396 | — | $41.86万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $41.88万 | 0.01% | 3,577 | 3,577 | — | $41.88万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $42.14万 | 0.01% | 14,632 | 1,167 | 8.7% | $3.36万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $42.16万 | 0.01% | 14,423 | 14,423 | — | $42.16万 | 新建仓 |
| AORT | ARTIVION INC | $42.56万 | 0.01% | 11,621 | 11,621 | — | $42.56万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $42.71万 | 0.01% | 4,275 | 2,288 | 115.1% | $22.86万 | 加仓 |
| EQT | EQT CORP | $43.11万 | 0.01% | 6,773 | 1,386 | 25.7% | $8.82万 | 加仓 |
| FIX | COMFORT SYS USA INC | $43.31万 | 0.01% | 314 | 54 | 20.8% | $7.45万 | 加仓 |
| TPR | TAPESTRY INC | $43.35万 | 0.01% | 3,071 | 3,071 | — | $43.35万 | 新建仓 |
| KT | KT CORP | $43.43万 | 0.01% | 20,110 | 7,386 | 58.0% | $15.95万 | 加仓 |
| DTM | DT MIDSTREAM INC | $43.55万 | 0.01% | 3,213 | 306 | 10.5% | $4.15万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $43.79万 | 0.01% | 3,049 | 2,067 | 210.5% | $29.69万 | 重新持有 |
| JMBS | JANUS DETROIT STR TR | $43.81万 | 0.01% | 9,668 | -161,310 | -94.3% | -$730.93万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $43.82万 | 0.01% | 8,496 | 8,496 | — | $43.82万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $43.87万 | 0.01% | 4,239 | 1,716 | 68.0% | $17.76万 | 加仓 |
| DY | DYCOM INDS INC | $43.91万 | 0.01% | 1,296 | 1,296 | — | $43.91万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $43.92万 | 0.01% | 6,229 | 6,229 | — | $43.92万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $44.34万 | 0.01% | 26,129 | -1,284 | -4.7% | -$2.18万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $44.45万 | 0.01% | 46,885 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $44.68万 | 0.01% | 4,934 | 4,934 | — | $44.68万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $44.78万 | 0.01% | 6,857 | 2,461 | 56.0% | $16.07万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $44.81万 | 0.01% | 2,835 | 98 | 3.6% | $1.55万 | 加仓 |
| APTV | APTIV PLC | $44.89万 | 0.01% | 6,465 | 6,465 | — | $44.89万 | 新建仓 |
| LMUB | ISHARES TR | $44.92万 | 0.01% | 8,996 | 8,996 | — | $44.92万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $44.97万 | 0.01% | 1,598 | 1,598 | — | $44.97万 | 新建仓 |
| HDB | HDFC BANK LTD | $45.03万 | 0.01% | 18,101 | -8,712 | -32.5% | -$21.68万 | 减仓 |
| CDW | CDW CORP | $45.07万 | 0.01% | 3,724 | 3,724 | — | $45.07万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $45.56万 | 0.01% | 3,279 | 675 | 25.9% | $9.38万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $45.61万 | 0.01% | 2,213 | 650 | 41.6% | $13.40万 | 加仓 |
| PLXS | PLEXUS CORP | $45.69万 | 0.01% | 2,256 | 2,256 | — | $45.69万 | 新建仓 |
| SM | SM ENERGY COMPANY | $45.71万 | 0.01% | 14,660 | 14,660 | — | $45.71万 | 新建仓 |
| WF | WOORI FINL GROUP INC | $45.71万 | 0.01% | 6,851 | 6,851 | — | $45.71万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $45.81万 | 0.01% | 7,464 | 7,464 | — | $45.81万 | 新建仓 |
| D | DOMINION ENERGY INC | $46.02万 | 0.01% | 7,444 | 2,675 | 56.1% | $16.54万 | 重新持有 |
| NUE | NUCOR CORP | $46.02万 | 0.01% | 2,714 | 2,714 | — | $46.02万 | 新建仓 |
| QLTA | ISHARES TR | $46.21万 | 0.01% | 9,711 | 3,075 | 46.3% | $14.63万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $46.53万 | 0.01% | 1,640 | 1,640 | — | $46.53万 | 新建仓 |
| — | ALPS ETF TR | $46.66万 | 0.01% | 8,915 | -48 | -0.5% | -$2,512 | 减仓 |