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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $29.60万 | 0.01% | 2,150 | 145 | 7.2% | $2.00万 | 加仓 |
| CC | CHEMOURS CO | $29.61万 | 0.01% | 14,430 | 14,430 | — | $29.61万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $29.90万 | 0.01% | 11,217 | -512 | -4.4% | -$1.36万 | 减仓 |
| VDE | VANGUARD WORLD FD | $29.95万 | 0.01% | 1,995 | -115 | -5.5% | -$1.73万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $29.96万 | 0.01% | 3,619 | 63 | 1.8% | $5,215 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $30.01万 | 0.01% | 6,644 | -3,024 | -31.3% | -$13.66万 | 减仓 |
| IJS | ISHARES TR | $30.14万 | 0.01% | 2,205 | -11,040 | -83.4% | -$150.89万 | 减仓 |
| NVMI | NOVA LTD | $30.19万 | 0.01% | 556 | -596 | -51.7% | -$32.36万 | 减仓 |
| IQLT | ISHARES TR | $30.38万 | 0.01% | 6,131 | -9,365 | -60.4% | -$46.40万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $30.42万 | 0.01% | 33,139 | 33,139 | — | $30.42万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $30.49万 | 0.01% | 1,256 | -38 | -2.9% | -$9,224 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $30.49万 | 0.01% | 2,870 | 278 | 10.7% | $2.95万 | 加仓 |
| BGC | BGC GROUP INC | $30.55万 | 0.01% | 28,582 | 387 | 1.4% | $4,137 | 加仓 |
| SFL | SFL CORPORATION LTD | $30.56万 | 0.01% | 29,959 | 29,959 | — | $30.56万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $30.68万 | 0.01% | 2,000 | 2,000 | — | $30.68万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $30.87万 | 0.01% | 898 | 55 | 6.5% | $1.89万 | 加仓 |
| ARCB | ARCBEST CORP | $31.01万 | 0.01% | 2,160 | -26 | -1.2% | -$3,733 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $31.10万 | 0.01% | 2,155 | -88 | -3.9% | -$1.27万 | 减仓 |
| TECK | TECK RESOURCES LTD | $31.12万 | 0.01% | 5,234 | -486 | -8.5% | -$2.89万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $31.46万 | 0.01% | 827 | 827 | — | $31.46万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $31.57万 | 0.01% | 4,505 | -239 | -5.0% | -$1.67万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $31.77万 | 0.01% | 19,746 | 19,746 | — | $31.77万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $31.81万 | 0.01% | 6,805 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $31.81万 | 0.01% | 4,008 | -267 | -6.2% | -$2.12万 | 减仓 |
| AMCR | AMCOR PLC | $31.94万 | 0.01% | 7,367 | -376 | -4.9% | -$1.63万 | 减仓 |
| ZD | ZIFF DAVIS INC | $31.99万 | 0.01% | 6,109 | -975 | -13.8% | -$5.11万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $32.04万 | 0.01% | 6,763 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $32.05万 | 0.01% | 4,301 | -4,991 | -53.7% | -$37.20万 | 减仓 |
| KNF | KNIFE RIVER CORP | $32.20万 | 0.01% | 3,849 | -85 | -2.2% | -$7,110 | 减仓 |
| HAL | HALLIBURTON CO | $32.51万 | 0.01% | 9,576 | -17,205 | -64.2% | -$58.41万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $32.52万 | 0.01% | 6,229 | 6,229 | — | $32.52万 | 新建仓 |
| ENVA | ENOVA INTL INC | $32.52万 | 0.01% | 1,351 | 1,351 | — | $32.52万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $32.55万 | 0.01% | 13,389 | -1,584 | -10.6% | -$3.85万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $32.55万 | 0.01% | 3,776 | 235 | 6.6% | $2.03万 | 加仓 |
| PAAA | PGIM ETF TR | $32.72万 | 0.01% | 6,383 | 6,383 | — | $32.72万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $32.91万 | 0.01% | 4,598 | -443 | -8.8% | -$3.17万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $33.06万 | 0.01% | 8,880 | 0 | 0.0% | — | 不变 |
| TDI | TOUCHSTONE ETF TRUST | $33.09万 | 0.01% | 7,365 | 125 | 1.7% | $5,615 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.10万 | 0.01% | 6,483 | 6,483 | — | $33.10万 | 新建仓 |
| REG | REGENCY CTRS CORP | $33.23万 | 0.01% | 4,129 | 601 | 17.0% | $4.84万 | 加仓 |
| IDV | ISHARES TR | $33.26万 | 0.01% | 8,029 | -6,073 | -43.1% | -$25.16万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $33.33万 | 0.01% | 6,590 | 168 | 2.6% | $8,496 | 加仓 |
| QDPL | PACER FDS TR | $33.43万 | 0.01% | 7,377 | -140 | -1.9% | -$6,344 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $33.49万 | 0.01% | 1,145 | 137 | 13.6% | $4.01万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $33.54万 | 0.01% | 1,177 | 1,177 | — | $33.54万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $33.56万 | 0.01% | 18,718 | 2,828 | 17.8% | $5.07万 | 加仓 |
| CLX | CLOROX CO DEL | $33.58万 | 0.01% | 3,518 | 108 | 3.2% | $1.03万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $33.59万 | 0.01% | 1,994 | -219 | -9.9% | -$3.69万 | 减仓 |
| GKOS | GLAUKOS CORP | $33.63万 | 0.01% | 2,406 | 116 | 5.1% | $1.62万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $33.73万 | 0.01% | 1,275 | -43 | -3.3% | -$1.14万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $33.75万 | 0.01% | 3,933 | 246 | 6.7% | $2.11万 | 加仓 |
| RKLB | ROCKET LAB CORP | $33.79万 | 0.01% | 3,324 | 3,324 | — | $33.79万 | 新建仓 |
| EQT | EQT CORP | $34.02万 | 0.01% | 6,397 | -376 | -5.6% | -$2.00万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $34.03万 | 0.01% | 6,766 | 74 | 1.1% | $3,721 | 加仓 |
| SHOO | MADDEN STEVEN LTD | $34.05万 | 0.01% | 8,087 | 192 | 2.4% | $8,083 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $34.25万 | 0.01% | 3,388 | 57 | 1.7% | $5,762 | 加仓 |
| IYC | ISHARES TR | $34.35万 | 0.01% | 3,398 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $34.42万 | 0.01% | 4,944 | 4,944 | — | $34.42万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $34.52万 | 0.01% | 4,518 | 241 | 5.6% | $1.84万 | 加仓 |
| POWL | POWELL INDS INC | $34.79万 | 0.01% | 1,215 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $34.94万 | 0.01% | 335 | -10 | -2.9% | -$1.04万 | 减仓 |
| BRZE | BRAZE INC | $35.11万 | 0.01% | 16,188 | 4,054 | 33.4% | $8.79万 | 加仓 |
| FICO | FAIR ISAAC CORP | $35.13万 | 0.01% | 294 | 294 | — | $35.13万 | 新建仓 |
| — | PGIM ETF TR | $35.29万 | 0.01% | 7,000 | 7,000 | — | $35.29万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $35.32万 | 0.01% | 3,430 | 45 | 1.3% | $4,633 | 加仓 |
| HOMB | HOME BANCSHARES INC | $35.39万 | 0.01% | 12,396 | 429 | 3.6% | $1.22万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $35.49万 | 0.01% | 2,671 | 74 | 2.8% | $9,833 | 加仓 |
| STE | STERIS PLC | $35.52万 | 0.01% | 1,687 | -76 | -4.3% | -$1.60万 | 减仓 |
| AVNT | AVIENT CORPORATION | $35.77万 | 0.01% | 9,673 | 611 | 6.7% | $2.26万 | 加仓 |
| BOX | BOX INC | $35.84万 | 0.01% | 13,506 | 13,506 | — | $35.84万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $36.05万 | 0.01% | 3,232 | -951 | -22.7% | -$10.61万 | 减仓 |
| HLN | HALEON PLC | $36.11万 | 0.01% | 38,699 | -1,697 | -4.2% | -$1.58万 | 减仓 |
| RBC | RBC BEARINGS INC | $36.13万 | 0.01% | 561 | -36 | -6.0% | -$2.32万 | 减仓 |
| IGM | ISHARES TR | $36.22万 | 0.01% | 2,214 | -93 | -4.0% | -$1.52万 | 减仓 |
| PSMT | PRICESMART INC | $36.24万 | 0.01% | 1,855 | -24 | -1.3% | -$4,689 | 减仓 |
| CCL | CARNIVAL CORP LTD | $36.41万 | 0.01% | 12,743 | 12,743 | — | $36.41万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $36.47万 | 0.01% | 8,222 | 8,222 | — | $36.47万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $36.55万 | 0.01% | 1,394 | 10 | 0.7% | $2,622 | 加仓 |
| ITT | ITT INC | $36.62万 | 0.01% | 1,849 | -62 | -3.2% | -$1.23万 | 减仓 |
| HNI | HNI CORP | $36.88万 | 0.01% | 9,127 | 9,127 | — | $36.88万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $36.90万 | 0.01% | 25,734 | 25,734 | — | $36.90万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $36.94万 | 0.01% | 3,726 | 3,726 | — | $36.94万 | 新建仓 |
| TPG | TPG INC | $37.01万 | 0.01% | 9,127 | 3,827 | 72.2% | $15.52万 | 重新持有 |
| PAYX | PAYCHEX INC | $37.03万 | 0.01% | 3,766 | -144 | -3.7% | -$1.42万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $37.05万 | 0.01% | 15,159 | 15,159 | — | $37.05万 | 新建仓 |
| RUNN | STRATEGIC TRUST | $37.05万 | 0.01% | 11,438 | 11,438 | — | $37.05万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $37.18万 | 0.01% | 6,129 | -53 | -0.9% | -$3,215 | 减仓 |
| MAGS | LISTED FDS TR | $37.26万 | 0.01% | 5,794 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $37.53万 | 0.01% | 5,188 | 136 | 2.7% | $9,839 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $37.57万 | 0.01% | 2,591 | -9 | -0.3% | -$1,305 | 减仓 |
| MMSI | MERIT MED SYS INC | $37.62万 | 0.01% | 5,425 | 300 | 5.9% | $2.08万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $37.87万 | 0.01% | 1,120 | 88 | 8.5% | $2.98万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $37.88万 | 0.01% | 3,565 | 128 | 3.7% | $1.36万 | 加仓 |
| SHYD | VANECK ETF TRUST | $37.98万 | 0.01% | 16,585 | 579 | 3.6% | $1.33万 | 加仓 |
| APTV | APTIV PLC | $38.10万 | 0.01% | 6,207 | -258 | -4.0% | -$1.58万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $38.20万 | 0.01% | 3,578 | 1 | 0.0% | $107 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $38.31万 | 0.01% | 8,958 | -4,092 | -31.4% | -$17.50万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $38.49万 | 0.01% | 23,810 | 1,083 | 4.8% | $1.75万 | 加仓 |
| DTM | DT MIDSTREAM INC | $38.62万 | 0.01% | 2,616 | -597 | -18.6% | -$8.81万 | 减仓 |
| STM | STMICROELECTRONICS N V | $38.71万 | 0.01% | 5,169 | -2,403 | -31.7% | -$18.00万 | 减仓 |