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 |
|---|---|---|---|---|---|---|---|---|
| SONY | SONY GROUP CORP | $47.09万 | 0.01% | 22,748 | -4,684 | -17.1% | -$9.70万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $47.11万 | 0.01% | 13,050 | 13,050 | — | $47.11万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $47.16万 | 0.01% | 22,727 | 22,727 | — | $47.16万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $47.78万 | 0.01% | 1,856 | 368 | 24.7% | $9.47万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $48.23万 | 0.01% | 6,182 | -1,583 | -20.4% | -$12.35万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $48.45万 | 0.01% | 5,899 | 2,145 | 57.1% | $17.62万 | 加仓 |
| SAIA | SAIA INC | $48.69万 | 0.01% | 1,386 | 376 | 37.2% | $13.21万 | 加仓 |
| HQY | HEALTHEQUITY INC | $48.77万 | 0.01% | 5,836 | 5,836 | — | $48.77万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $48.88万 | 0.01% | 5,735 | 709 | 14.1% | $6.04万 | 加仓 |
| MCO | MOODYS CORP | $49.00万 | 0.01% | 1,123 | 603 | 116.0% | $26.31万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $49.09万 | 0.01% | 2,978 | 1,373 | 85.5% | $22.63万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $49.14万 | 0.01% | 2,068 | 756 | 57.6% | $17.96万 | 加仓 |
| AGZ | ISHARES TR | $49.20万 | 0.01% | 4,485 | 843 | 23.1% | $9.25万 | 加仓 |
| WAT | WATERS CORP | $49.58万 | 0.01% | 1,665 | 1,665 | — | $49.58万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $49.63万 | 0.01% | 4,420 | 4,420 | — | $49.63万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $49.69万 | 0.01% | 2,633 | 2,633 | — | $49.69万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.73万 | 0.01% | 19,397 | -1,428 | -6.9% | -$3.66万 | 减仓 |
| MPLX | MPLX LP | $49.82万 | 0.01% | 8,729 | 2,451 | 39.0% | $13.99万 | 加仓 |
| NVMI | NOVA LTD | $50.03万 | 0.01% | 1,152 | 1,152 | — | $50.03万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $50.14万 | 0.01% | 2,315 | 873 | 60.5% | $18.91万 | 重新持有 |
| QYLD | GLOBAL X FDS | $50.25万 | 0.01% | 29,298 | 56 | 0.2% | $960 | 加仓 |
| SNDK | SANDISK CORP | $50.89万 | 0.01% | 801 | 801 | — | $50.89万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $51.04万 | 0.01% | 2,553 | 1,441 | 129.6% | $28.81万 | 重新持有 |
| IWV | ISHARES TR | $51.10万 | 0.01% | 1,378 | 1,378 | — | $51.10万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $51.21万 | 0.01% | 7,195 | 1,066 | 17.4% | $7.59万 | 加仓 |
| IYR | ISHARES TR | $51.43万 | 0.01% | 5,439 | 976 | 21.9% | $9.23万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $51.82万 | 0.01% | 5,630 | 2,536 | 82.0% | $23.34万 | 加仓 |
| HSY | HERSHEY CO | $51.85万 | 0.01% | 2,494 | 551 | 28.4% | $11.46万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $51.89万 | 0.01% | 10,226 | 10,226 | — | $51.89万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $51.89万 | 0.01% | 5,371 | 5,371 | — | $51.89万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $52.25万 | 0.01% | 9,887 | 9,887 | — | $52.25万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $52.27万 | 0.01% | 14,244 | 14,244 | — | $52.27万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $52.31万 | 0.01% | 18,884 | -10,775 | -36.3% | -$29.85万 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $52.47万 | 0.01% | 416 | 416 | — | $52.47万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $52.65万 | 0.01% | 5,260 | 5,260 | — | $52.65万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $52.65万 | 0.01% | 3,385 | 3,385 | — | $52.65万 | 新建仓 |
| VTRS | VIATRIS INC | $52.76万 | 0.01% | 39,055 | 5,128 | 15.1% | $6.93万 | 加仓 |
| SYSB | ISHARES TR | $52.93万 | 0.01% | 5,947 | 5,947 | — | $52.93万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $53.29万 | 0.01% | 6,960 | 6,960 | — | $53.29万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $53.39万 | 0.01% | 2,890 | 2,890 | — | $53.39万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $53.48万 | 0.01% | 4,202 | 2,581 | 159.2% | $32.85万 | 重新持有 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $53.91万 | 0.01% | 38,150 | -200 | -0.5% | -$2,826 | 减仓 |
| NTNX | NUTANIX INC | $54.00万 | 0.01% | 14,207 | 14,207 | — | $54.00万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $54.14万 | 0.01% | 4,125 | -206 | -4.8% | -$2.70万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $54.37万 | 0.01% | 30,717 | -82,655 | -72.9% | -$146.30万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $54.54万 | 0.01% | 8,576 | 8,576 | — | $54.54万 | 新建仓 |
| ESGU | ISHARES TR | $54.61万 | 0.01% | 3,861 | 3,861 | — | $54.61万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $54.79万 | 0.01% | 45,471 | -6,538 | -12.6% | -$7.88万 | 减仓 |
| TLTW | ISHARES TR | $54.83万 | 0.01% | 24,240 | 1,116 | 4.8% | $2.52万 | 加仓 |
| DDOG | DATADOG INC | $54.97万 | 0.01% | 4,657 | 2,084 | 81.0% | $24.60万 | 加仓 |
| EFX | EQUIFAX INC | $55.39万 | 0.01% | 3,076 | 917 | 42.5% | $16.51万 | 加仓 |
| POOL | POOL CORP | $55.50万 | 0.01% | 2,743 | 958 | 53.7% | $19.38万 | 加仓 |
| MUSA | MURPHY USA INC | $55.58万 | 0.01% | 1,125 | 496 | 78.9% | $24.50万 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $55.70万 | 0.01% | 46,672 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $56.59万 | 0.01% | 4,827 | 4,827 | — | $56.59万 | 新建仓 |
| B | BARRICK MNG CORP | $56.64万 | 0.01% | 13,885 | -1,004 | -6.7% | -$4.10万 | 减仓 |
| MKL | MARKEL GROUP INC | $56.85万 | 0.01% | 297 | 30 | 11.2% | $5.74万 | 加仓 |
| RS | RELIANCE INC | $57.26万 | 0.01% | 1,884 | 1,884 | — | $57.26万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $57.37万 | 0.01% | 16,053 | 16,053 | — | $57.37万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $57.51万 | 0.01% | 16,939 | 16,939 | — | $57.51万 | 新建仓 |
| HYG | ISHARES TR | $57.89万 | 0.01% | 7,276 | 7,276 | — | $57.89万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $57.90万 | 0.01% | 7,863 | 7,863 | — | $57.90万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $57.93万 | 0.01% | 21,144 | 21,144 | — | $57.93万 | 新建仓 |
| IXUS | ISHARES TR | $58.18万 | 0.01% | 6,715 | 6,715 | — | $58.18万 | 新建仓 |
| OEF | ISHARES TR | $58.58万 | 0.01% | 1,842 | -9,303 | -83.5% | -$295.86万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $58.68万 | 0.01% | 6,373 | 6,373 | — | $58.68万 | 新建仓 |
| MTDR | MATADOR RES CO | $58.98万 | 0.01% | 9,335 | 9,335 | — | $58.98万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $58.98万 | 0.01% | 12,410 | -1,177 | -8.7% | -$5.59万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $59.29万 | 0.01% | 6,269 | 6,269 | — | $59.29万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $59.77万 | 0.01% | 10,554 | 10,554 | — | $59.77万 | 新建仓 |
| IDV | ISHARES TR | $60.02万 | 0.01% | 14,102 | 14,102 | — | $60.02万 | 新建仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $60.07万 | 0.01% | 16,667 | 16,667 | — | $60.07万 | 新建仓 |
| INSM | INSMED INC | $60.08万 | 0.01% | 3,674 | 1,925 | 110.1% | $31.48万 | 加仓 |
| USIG | ISHARES TR | $60.16万 | 0.01% | 11,744 | 5,454 | 86.7% | $27.94万 | 加仓 |
| AZO | AUTOZONE INC | $60.29万 | 0.01% | 179 | 78 | 77.2% | $26.27万 | 加仓 |
| VICI | VICI PPTYS INC | $60.37万 | 0.01% | 21,836 | 8,522 | 64.0% | $23.56万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $60.48万 | 0.01% | 6,037 | 2,459 | 68.7% | $24.63万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.49万 | 0.01% | 8,055 | 1,162 | 16.9% | $8.73万 | 加仓 |
| SN | SHARKNINJA INC | $60.54万 | 0.01% | 5,717 | 5,717 | — | $60.54万 | 新建仓 |
| CPAY | CORPAY INC | $60.56万 | 0.01% | 2,081 | 2,081 | — | $60.56万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $60.58万 | 0.01% | 3,668 | 651 | 21.6% | $10.75万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $60.67万 | 0.01% | 30,926 | 6,324 | 25.7% | $12.41万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $60.73万 | 0.01% | 30,704 | 4,917 | 19.1% | $9.73万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $60.81万 | 0.01% | 3,682 | 3,682 | — | $60.81万 | 新建仓 |
| VRSN | VERISIGN INC | $61.25万 | 0.01% | 2,466 | 2,466 | — | $61.25万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $61.50万 | 0.01% | 5,616 | 5,616 | — | $61.50万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $61.59万 | 0.01% | 2,946 | 1,643 | 126.1% | $34.35万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $61.65万 | 0.01% | 3,057 | 2,050 | 203.6% | $41.34万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $61.82万 | 0.01% | 1,518 | 1,518 | — | $61.82万 | 新建仓 |
| DJP | BARCLAYS BANK PLC | $62.58万 | 0.01% | 13,000 | 6,500 | 100.0% | $31.29万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $62.73万 | 0.01% | 25,804 | 25,804 | — | $62.73万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $62.73万 | 0.01% | 9,815 | 73 | 0.7% | $4,666 | 加仓 |
| MEAR | ISHARES U S ETF TR | $63.28万 | 0.01% | 12,570 | -4,900 | -28.0% | -$24.67万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $63.34万 | 0.01% | 6,164 | 6,164 | — | $63.34万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $63.39万 | 0.01% | 22,640 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $63.50万 | 0.01% | 15,221 | 15,221 | — | $63.50万 | 新建仓 |
| EIX | EDISON INTL | $63.58万 | 0.01% | 8,688 | 765 | 9.7% | $5.60万 | 重新持有 |
| IXN | ISHARES TR | $63.74万 | 0.01% | 6,376 | 6,376 | — | $63.74万 | 新建仓 |
| ABVX | ABIVAX SA | $63.80万 | 0.01% | 5,730 | 5,730 | — | $63.80万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.92万 | 0.01% | 1,377 | 1,377 | — | $63.92万 | 新建仓 |