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 |
|---|---|---|---|---|---|---|---|---|
| XOP | SPDR SERIES TRUST | $63.94万 | 0.01% | 3,516 | 6 | 0.2% | $1,091 | 加仓 |
| AXON | AXON ENTERPRISE INC | $64.68万 | 0.02% | 1,523 | 442 | 40.9% | $18.77万 | 加仓 |
| — | CHAIN BRIDGE BANCORP INC | $64.72万 | 0.02% | 18,545 | 18,545 | — | $64.72万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $65.08万 | 0.02% | 3,462 | 3,462 | — | $65.08万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $65.25万 | 0.02% | 297 | 74 | 33.2% | $16.26万 | 加仓 |
| NVT | NVENT ELEC PLC | $65.63万 | 0.02% | 5,549 | 5,549 | — | $65.63万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $65.77万 | 0.02% | 4,604 | 1,658 | 56.3% | $23.68万 | 加仓 |
| — | VANECK ETF TRUST | $65.87万 | 0.02% | 64,200 | 64,200 | — | $65.87万 | 新建仓 |
| IXJ | ISHARES TR | $65.93万 | 0.02% | 7,048 | -12,909 | -64.7% | -$120.75万 | 减仓 |
| — | TOPBUILD COR | $66.26万 | 0.02% | 1,886 | 1,057 | 127.5% | $37.13万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $66.39万 | 0.02% | 3,387 | 1,083 | 47.0% | $21.23万 | 加仓 |
| CRWV | COREWEAVE INC | $66.41万 | 0.02% | 8,572 | 3,553 | 70.8% | $27.53万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $66.50万 | 0.02% | 914 | 914 | — | $66.50万 | 新建仓 |
| LII | LENNOX INTL INC | $66.87万 | 0.02% | 1,437 | 516 | 56.0% | $24.01万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $67.31万 | 0.02% | 2,317 | -12 | -0.5% | -$3,486 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $67.35万 | 0.02% | 5,368 | 1,739 | 47.9% | $21.82万 | 加仓 |
| NWG | NATWEST GROUP PLC | $67.78万 | 0.02% | 43,640 | -4,355 | -9.1% | -$6.76万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $67.84万 | 0.02% | 19,873 | 5,030 | 33.9% | $17.17万 | 加仓 |
| ULS | UL SOLUTIONS INC | $68.20万 | 0.02% | 7,957 | 571 | 7.7% | $4.89万 | 加仓 |
| BIIB | BIOGEN INC | $68.27万 | 0.02% | 3,724 | 3,724 | — | $68.27万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $68.40万 | 0.02% | 13,464 | 2,861 | 27.0% | $14.53万 | 加仓 |
| KKR | KKR & CO INC | $68.60万 | 0.02% | 7,417 | 2,946 | 65.9% | $27.25万 | 加仓 |
| MOAT | VANECK ETF TRUST | $68.73万 | 0.02% | 7,107 | 7,107 | — | $68.73万 | 新建仓 |
| MDB | MONGODB INC | $68.76万 | 0.02% | 2,809 | 2,809 | — | $68.76万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $69.15万 | 0.02% | 895 | 895 | — | $69.15万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $69.16万 | 0.02% | 31,293 | 31,293 | — | $69.16万 | 新建仓 |
| — | GATES INDL CORP PLC | $69.45万 | 0.02% | 30,717 | 18,352 | 148.4% | $41.49万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $69.51万 | 0.02% | 8,189 | 2,044 | 33.3% | $17.35万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $69.60万 | 0.02% | 66,735 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $69.92万 | 0.02% | 9,292 | -3,364 | -26.6% | -$25.32万 | 减仓 |
| BURL | BURLINGTON STORES INC | $70.22万 | 0.02% | 2,158 | 2,158 | — | $70.22万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $70.30万 | 0.02% | 642 | 390 | 154.8% | $42.71万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $70.51万 | 0.02% | 3,867 | 3,867 | — | $70.51万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $71.32万 | 0.02% | 2,673 | 1,583 | 145.2% | $42.24万 | 加仓 |
| IQLT | ISHARES TR | $71.64万 | 0.02% | 15,496 | -174,113 | -91.8% | -$804.95万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $71.86万 | 0.02% | 13,126 | -946 | -6.7% | -$5.18万 | 重新持有 |
| IEI | ISHARES TR | $71.91万 | 0.02% | 6,063 | 6,063 | — | $71.91万 | 新建仓 |
| DEO | DIAGEO PLC | $72.05万 | 0.02% | 9,678 | 6,886 | 246.6% | $51.26万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $72.17万 | 0.02% | 9,960 | 5,129 | 106.2% | $37.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $72.42万 | 0.02% | 11,941 | 5,486 | 85.0% | $33.27万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $72.53万 | 0.02% | 5,441 | 5,441 | — | $72.53万 | 新建仓 |
| CI | THE CIGNA GROUP | $73.06万 | 0.02% | 2,739 | 1,601 | 140.7% | $42.71万 | 加仓 |
| BAP | CREDICORP LTD | $73.94万 | 0.02% | 2,180 | 622 | 39.9% | $21.10万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $74.01万 | 0.02% | 6,393 | 1,333 | 26.3% | $15.43万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $74.17万 | 0.02% | 2,267 | 1,343 | 145.3% | $43.94万 | 重新持有 |
| RY | ROYAL BK CDA | $74.49万 | 0.02% | 4,605 | 4,605 | — | $74.49万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $74.74万 | 0.02% | 2,759 | 230 | 9.1% | $6.23万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $75.03万 | 0.02% | 4,071 | 4,071 | — | $75.03万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $75.10万 | 0.02% | 11,977 | 11,977 | — | $75.10万 | 新建仓 |
| COO | COOPER COS INC | $75.43万 | 0.02% | 10,550 | 3,572 | 51.2% | $25.54万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $76.42万 | 0.02% | 6,752 | 4,330 | 178.8% | $49.01万 | 加仓 |
| WSO | WATSCO INC | $76.69万 | 0.02% | 2,108 | 368 | 21.1% | $13.39万 | 加仓 |
| CPRT | COPART INC | $76.80万 | 0.02% | 23,131 | 16,486 | 248.1% | $54.73万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $77.16万 | 0.02% | 17,209 | 5,214 | 43.5% | $23.38万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $77.19万 | 0.02% | 29,094 | 29,094 | — | $77.19万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $77.35万 | 0.02% | 6,942 | 4,342 | 167.0% | $48.38万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $77.49万 | 0.02% | 9,100 | 9,100 | — | $77.49万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $77.93万 | 0.02% | 2,978 | 1,507 | 102.4% | $39.44万 | 加仓 |
| NGG | NATIONAL GRID PLC | $78.11万 | 0.02% | 9,232 | 2,770 | 42.9% | $23.44万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $78.52万 | 0.02% | 17,360 | 9,922 | 133.4% | $44.88万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $79.37万 | 0.02% | 29,472 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $79.55万 | 0.02% | 19,482 | 19,482 | — | $79.55万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $80.05万 | 0.02% | 3,212 | 3,212 | — | $80.05万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $80.56万 | 0.02% | 22,566 | -1,974 | -8.0% | -$7.05万 | 减仓 |
| NI | NISOURCE INC | $80.75万 | 0.02% | 17,307 | 2,271 | 15.1% | $10.60万 | 加仓 |
| COHR | COHERENT CORP | $81.59万 | 0.02% | 3,425 | 2,249 | 191.2% | $53.57万 | 加仓 |
| WRB | BERKLEY W R CORP | $82.07万 | 0.02% | 12,382 | 1,662 | 15.5% | $11.02万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $82.37万 | 0.02% | 81,558 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $83.72万 | 0.02% | 3,497 | 1,639 | 88.2% | $39.24万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $83.82万 | 0.02% | 20,557 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $84.23万 | 0.02% | 6,972 | 6,972 | — | $84.23万 | 新建仓 |
| BN | BROOKFIELD CORP | $84.50万 | 0.02% | 20,896 | -2,482 | -10.6% | -$10.04万 | 减仓 |
| ROL | ROLLINS INC | $85.41万 | 0.02% | 15,990 | -1,690 | -9.6% | -$9.03万 | 减仓 |
| ALLE | ALLEGION PLC | $85.82万 | 0.02% | 5,907 | 2,215 | 60.0% | $32.18万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $85.97万 | 0.02% | 12,406 | 12,406 | — | $85.97万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $86.07万 | 0.02% | 9,552 | 9,552 | — | $86.07万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $86.22万 | 0.02% | 7,473 | 3,956 | 112.5% | $45.64万 | 加仓 |
| NRG | NRG ENERGY INC | $86.46万 | 0.02% | 5,916 | -1,360 | -18.7% | -$19.88万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $86.72万 | 0.02% | 6,830 | 1,014 | 17.4% | $12.88万 | 加仓 |
| SNOW | SNOWFLAKE INC | $86.96万 | 0.02% | 5,766 | 3,467 | 150.8% | $52.29万 | 加仓 |
| VMC | VULCAN MATLS CO | $87.00万 | 0.02% | 3,195 | 1,001 | 45.6% | $27.26万 | 加仓 |
| VHT | VANGUARD WORLD FD | $87.61万 | 0.02% | 3,217 | 3,217 | — | $87.61万 | 新建仓 |
| CTVA | CORTEVA INC | $88.90万 | 0.02% | 10,620 | 4,373 | 70.0% | $36.61万 | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $89.24万 | 0.02% | 1,475 | 551 | 59.6% | $33.34万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $89.38万 | 0.02% | 5,838 | 3,899 | 201.1% | $59.70万 | 重新持有 |
| EPR | EPR PPTYS | $89.90万 | 0.02% | 17,883 | -14,418 | -44.6% | -$72.48万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $90.33万 | 0.02% | 13,279 | 13,279 | — | $90.33万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $90.33万 | 0.02% | 4,124 | 1,947 | 89.4% | $42.65万 | 加仓 |
| KRE | SPDR SERIES TRUST | $90.48万 | 0.02% | 13,888 | 1,512 | 12.2% | $9.85万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $90.60万 | 0.02% | 2,029 | -107 | -5.0% | -$4.78万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $90.69万 | 0.02% | 11,325 | 3,416 | 43.2% | $27.36万 | 加仓 |
| LQD | ISHARES TR | $91.18万 | 0.02% | 8,366 | 8,366 | — | $91.18万 | 新建仓 |
| RKT | ROCKET COS INC | $91.35万 | 0.02% | 64,105 | 64,105 | — | $91.35万 | 新建仓 |
| ROKU | ROKU INC | $91.41万 | 0.02% | 9,661 | 9,661 | — | $91.41万 | 新建仓 |
| CBRE | CBRE GROUP INC | $91.83万 | 0.02% | 6,779 | 2,949 | 77.0% | $39.95万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $92.08万 | 0.02% | 78,777 | 22,937 | 41.1% | $26.81万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $92.86万 | 0.02% | 21,304 | -192 | -0.9% | -$8,369 | 减仓 |
| SMH | VANECK ETF TRUST | $93.09万 | 0.02% | 2,428 | 2,428 | — | $93.09万 | 新建仓 |
| CBZ | CBIZ INC | $93.32万 | 0.02% | 34,757 | -8,317 | -19.3% | -$22.33万 | 减仓 |
| NDAQ | NASDAQ INC | $93.94万 | 0.02% | 11,067 | 736 | 7.1% | $6.25万 | 加仓 |