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 |
|---|---|---|---|---|---|---|---|---|
| HBCP | HOMEBANCORP INC | $94.52万 | 0.02% | 15,602 | -52 | -0.3% | -$3,150 | 减仓 |
| EME | EMCOR GROUP INC | $94.96万 | 0.02% | 1,286 | 964 | 299.4% | $71.18万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $95.46万 | 0.02% | 3,260 | 661 | 25.4% | $19.36万 | 加仓 |
| RPM | RPM INTL INC | $95.64万 | 0.02% | 9,622 | 6,429 | 201.3% | $63.90万 | 加仓 |
| WAB | WABTEC | $95.87万 | 0.02% | 3,836 | 2,579 | 205.2% | $64.46万 | 加仓 |
| AA | ALCOA CORP | $96.03万 | 0.02% | 14,477 | -3,280 | -18.5% | -$21.76万 | 减仓 |
| IDXX | IDEXX LABS INC | $96.03万 | 0.02% | 1,709 | 841 | 96.9% | $47.25万 | 加仓 |
| — | ISHARES ETHEREUM TR | $96.31万 | 0.02% | 60,843 | 60,843 | — | $96.31万 | 新建仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $98.38万 | 0.02% | 22,937 | 22,937 | — | $98.38万 | 新建仓 |
| PHM | PULTE GROUP INC | $98.89万 | 0.02% | 8,392 | 1,339 | 19.0% | $15.78万 | 加仓 |
| FTNT | FORTINET INC | $98.91万 | 0.02% | 12,103 | 12,103 | — | $98.91万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $99.04万 | 0.02% | 10,063 | 2,963 | 41.7% | $29.16万 | 加仓 |
| DG | DOLLAR GEN CORP | $99.05万 | 0.02% | 8,343 | 4,685 | 128.1% | $55.62万 | 加仓 |
| CCJ | CAMECO CORP | $99.21万 | 0.02% | 9,135 | 3,839 | 72.5% | $41.69万 | 加仓 |
| APA | APA CORPORATION | $99.28万 | 0.02% | 23,393 | 5,359 | 29.7% | $22.74万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $99.28万 | 0.02% | 13,671 | 896 | 7.0% | $6.51万 | 重新持有 |
| HEI/A | HEICO CORP NEW | $99.45万 | 0.02% | 4,711 | 2,907 | 161.1% | $61.37万 | 加仓 |
| HDV | ISHARES TR | $99.62万 | 0.02% | 7,340 | 7,340 | — | $99.62万 | 新建仓 |
| HUBB | HUBBELL INC | $100.02万 | 0.02% | 2,038 | 2,038 | — | $100.02万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $101.40万 | 0.02% | 20,986 | 2,800 | 15.4% | $13.53万 | 加仓 |
| SLB | SLB LIMITED | $101.68万 | 0.02% | 19,744 | 13,401 | 211.3% | $69.01万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $102.17万 | 0.02% | 14,235 | 14,235 | — | $102.17万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $102.25万 | 0.02% | 31,942 | 12,818 | 67.0% | $41.03万 | 重新持有 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $102.50万 | 0.02% | 80,140 | 51,801 | 182.8% | $66.25万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $102.64万 | 0.02% | 5,197 | 1,733 | 50.0% | $34.23万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $102.74万 | 0.02% | 5,698 | 5,698 | — | $102.74万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $102.78万 | 0.02% | 887 | 197 | 28.6% | $22.83万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $103.12万 | 0.02% | 5,906 | 2,516 | 74.2% | $43.93万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $103.14万 | 0.02% | 44,947 | -3,437 | -7.1% | -$7.89万 | 减仓 |
| IQV | IQVIA HLDGS INC | $103.38万 | 0.02% | 6,062 | 5,032 | 488.5% | $85.82万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $103.49万 | 0.02% | 18,640 | 18,640 | — | $103.49万 | 新建仓 |
| COWZ | PACER FDS TR | $103.55万 | 0.02% | 16,553 | 4,157 | 33.5% | $26.01万 | 加仓 |
| ICF | ISHARES TR | $103.71万 | 0.02% | 16,757 | 16,757 | — | $103.71万 | 新建仓 |
| MET | METLIFE INC | $104.41万 | 0.02% | 14,764 | 6,228 | 73.0% | $44.04万 | 加仓 |
| HAL | HALLIBURTON CO | $104.42万 | 0.02% | 26,781 | 3,937 | 17.2% | $15.35万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $104.81万 | 0.02% | 39,779 | -866 | -2.1% | -$2.28万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $105.20万 | 0.02% | 3,786 | -64 | -1.7% | -$1.78万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $107.54万 | 0.02% | 2,266 | -753 | -24.9% | -$35.74万 | 减仓 |
| NDSN | NORDSON CORP | $108.11万 | 0.03% | 4,054 | 1,603 | 65.4% | $42.75万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $108.17万 | 0.03% | 68,926 | 53,962 | 360.6% | $84.68万 | 加仓 |
| FEGE | RBB FUND TRUST | $108.56万 | 0.03% | 23,097 | 23,097 | — | $108.56万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $109.02万 | 0.03% | 45,522 | 45,522 | — | $109.02万 | 新建仓 |
| TTAN | SERVICETITAN INC | $109.78万 | 0.03% | 17,299 | 12,846 | 288.5% | $81.52万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $110.01万 | 0.03% | 24,021 | 16,817 | 233.4% | $77.02万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $110.11万 | 0.03% | 37,799 | 30,570 | 422.9% | $89.05万 | 加仓 |
| IWR | ISHARES TR | $110.44万 | 0.03% | 11,358 | 1,708 | 17.7% | $16.61万 | 加仓 |
| CIEN | CIENA CORP | $110.80万 | 0.03% | 2,854 | 471 | 19.8% | $18.29万 | 加仓 |
| SYY | SYSCO CORP | $110.91万 | 0.03% | 15,549 | 12,381 | 390.8% | $88.31万 | 加仓 |
| TRMB | TRIMBLE INC | $111.26万 | 0.03% | 17,056 | 7,150 | 72.2% | $46.64万 | 加仓 |
| VLO | VALERO ENERGY CORP | $112.64万 | 0.03% | 4,559 | 4,559 | — | $112.64万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $112.72万 | 0.03% | 37,215 | 72 | 0.2% | $2,181 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $112.97万 | 0.03% | 45,006 | 34,764 | 339.4% | $87.26万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $115.65万 | 0.03% | 46,634 | 13,282 | 39.8% | $32.94万 | 加仓 |
| GLW | CORNING INC | $118.27万 | 0.03% | 8,698 | 1,775 | 25.6% | $24.14万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $120.42万 | 0.03% | 3,356 | 2,352 | 234.3% | $84.40万 | 加仓 |
| CWB | SPDR SERIES TRUST | $121.03万 | 0.03% | 13,224 | -1 | -0.0% | -$92 | 减仓 |
| NEM | NEWMONT CORP | $121.23万 | 0.03% | 11,200 | 7,616 | 212.5% | $82.44万 | 加仓 |
| ALAB | ASTERA LABS INC | $121.52万 | 0.03% | 11,088 | 11,088 | — | $121.52万 | 新建仓 |
| E | ENI SPA | $121.68万 | 0.03% | 21,455 | 15,318 | 249.6% | $86.88万 | 重新持有 |
| OFG | OFG BANCORP | $122.32万 | 0.03% | 29,973 | 29,973 | — | $122.32万 | 新建仓 |
| ACM | AECOM | $122.68万 | 0.03% | 14,464 | 6,129 | 73.5% | $51.99万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $123.30万 | 0.03% | 42,947 | -8,833 | -17.1% | -$25.36万 | 减仓 |
| YUM | YUM BRANDS INC | $123.48万 | 0.03% | 7,942 | 6,100 | 331.2% | $94.84万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $124.51万 | 0.03% | 18,564 | 6,781 | 57.5% | $45.48万 | 加仓 |
| EQNR | EQUINOR ASA | $125.05万 | 0.03% | 29,632 | 29,632 | — | $125.05万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $126.43万 | 0.03% | 6,452 | 4,089 | 173.0% | $80.12万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $126.72万 | 0.03% | 24,856 | 4,666 | 23.1% | $23.79万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $126.87万 | 0.03% | 56,816 | 56,816 | — | $126.87万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $127.27万 | 0.03% | 26,010 | 26,010 | — | $127.27万 | 新建仓 |
| DWX | SPDR INDEX SHS FDS | $127.77万 | 0.03% | 28,019 | 28,019 | — | $127.77万 | 新建仓 |
| FE | FIRSTENERGY CORP | $128.31万 | 0.03% | 25,327 | 20,575 | 433.0% | $104.23万 | 重新持有 |
| ZTS | ZOETIS INC | $128.83万 | 0.03% | 10,898 | 7,840 | 256.4% | $92.68万 | 加仓 |
| ECL | ECOLAB INC | $129.28万 | 0.03% | 4,850 | 3,120 | 180.3% | $83.17万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $129.31万 | 0.03% | 44,057 | 1,874 | 4.4% | $5.50万 | 加仓 |
| NTRA | NATERA INC | $130.57万 | 0.03% | 6,529 | 6,529 | — | $130.57万 | 新建仓 |
| CVS | CVS HEALTH CORP | $131.88万 | 0.03% | 18,362 | 590 | 3.3% | $4.24万 | 加仓 |
| IYW | ISHARES TR | $132.74万 | 0.03% | 7,316 | 4,751 | 185.2% | $86.20万 | 重新持有 |
| PPL | PPL CORP | $132.84万 | 0.03% | 34,684 | 21,287 | 158.9% | $81.53万 | 加仓 |
| TRP | TC ENERGY CORP | $132.88万 | 0.03% | 21,157 | 13,569 | 178.8% | $85.22万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $133.13万 | 0.03% | 44,201 | 44,201 | — | $133.13万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $133.52万 | 0.03% | 8,755 | 5,082 | 138.4% | $77.51万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $133.81万 | 0.03% | 15,085 | 86 | 0.6% | $7,629 | 加仓 |
| DTE | DTE ENERGY CO | $133.93万 | 0.03% | 9,088 | -710 | -7.2% | -$10.46万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $134.94万 | 0.03% | 36,450 | 36,450 | — | $134.94万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $137.35万 | 0.03% | 13,913 | 1,047 | 8.1% | $10.34万 | 加仓 |
| RELX | RELX PLC | $139.67万 | 0.03% | 42,132 | 36,941 | 711.6% | $122.46万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $142.51万 | 0.03% | 15,717 | 8,271 | 111.1% | $74.99万 | 加仓 |
| IBB | ISHARES TR | $142.75万 | 0.03% | 8,454 | 2,239 | 36.0% | $37.81万 | 加仓 |
| MTB | M & T BK CORP | $143.00万 | 0.03% | 6,918 | 677 | 10.8% | $13.99万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $143.54万 | 0.03% | 79,658 | 78 | 0.1% | $1,406 | 加仓 |
| TLN | TALEN ENERGY CORP | $143.69万 | 0.03% | 4,501 | 3,924 | 680.1% | $125.27万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $144.41万 | 0.03% | 10,612 | 7,798 | 277.1% | $106.12万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $145.81万 | 0.03% | 25,895 | 7,432 | 40.3% | $41.85万 | 加仓 |
| ITA | ISHARES TR | $146.29万 | 0.03% | 6,687 | 714 | 12.0% | $15.62万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $147.15万 | 0.03% | 22,775 | 19,404 | 575.6% | $125.37万 | 重新持有 |
| BILS | SPDR SERIES TRUST | $147.16万 | 0.03% | 14,799 | 14,799 | — | $147.16万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $147.26万 | 0.03% | 7,076 | 1,052 | 17.5% | $21.89万 | 加仓 |
| NOW | SERVICENOW INC | $148.66万 | 0.03% | 14,219 | 7,330 | 106.4% | $76.64万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $148.88万 | 0.03% | 29,841 | -6,274 | -17.4% | -$31.30万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $150.22万 | 0.03% | 9,248 | 5,945 | 180.0% | $96.57万 | 加仓 |