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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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 |
|---|---|---|---|---|---|---|---|---|
| — | DIAMOND HILL INVT GROUP INC | $150.22万 | 0.03% | 8,729 | -260 | -2.9% | -$4.47万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $150.24万 | 0.03% | 18,953 | 6,167 | 48.2% | $48.89万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $151.41万 | 0.04% | 76,663 | 10,674 | 16.2% | $21.08万 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $151.90万 | 0.04% | 2,230 | 1,188 | 114.0% | $80.92万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $152.88万 | 0.04% | 35,422 | 25,296 | 249.8% | $109.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $153.51万 | 0.04% | 28,401 | 21,466 | 309.5% | $116.02万 | 加仓 |
| SRE | SEMPRA | $154.17万 | 0.04% | 15,767 | -3,579 | -18.5% | -$35.00万 | 减仓 |
| JBL | JABIL INC | $154.81万 | 0.04% | 5,828 | 281 | 5.1% | $7.46万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $155.19万 | 0.04% | 33,134 | 26,418 | 393.4% | $123.73万 | 加仓 |
| F | FORD MTR CO | $155.64万 | 0.04% | 134,874 | 26,962 | 25.0% | $31.11万 | 加仓 |
| SYK | STRYKER CORPORATION | $156.32万 | 0.04% | 4,745 | 1,284 | 37.1% | $42.30万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $156.78万 | 0.04% | 15,828 | 7,841 | 98.2% | $77.67万 | 加仓 |
| IJS | ISHARES TR | $156.89万 | 0.04% | 13,245 | 13,245 | — | $156.89万 | 新建仓 |
| USMV | ISHARES TR | $157.62万 | 0.04% | 16,996 | -8,880 | -34.3% | -$82.35万 | 减仓 |
| USB | US BANCORP | $158.28万 | 0.04% | 30,251 | 17,146 | 130.8% | $89.71万 | 加仓 |
| RIO | RIO TINTO PLC | $158.79万 | 0.04% | 16,865 | 11,628 | 222.0% | $109.48万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $158.97万 | 0.04% | 6,344 | -817 | -11.4% | -$20.47万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $159.16万 | 0.04% | 26,622 | 17,570 | 194.1% | $105.04万 | 加仓 |
| SMMU | PIMCO ETF TR | $159.42万 | 0.04% | 31,601 | 6,993 | 28.4% | $35.28万 | 加仓 |
| TRGP | TARGA RES CORP | $161.26万 | 0.04% | 6,432 | 2,117 | 49.1% | $53.08万 | 加仓 |
| NU | NU HLDGS LTD | $161.33万 | 0.04% | 112,269 | 92,290 | 461.9% | $132.62万 | 加仓 |
| DAL | DELTA AIR LINES INC | $163.63万 | 0.04% | 24,613 | 6,362 | 34.9% | $42.30万 | 加仓 |
| CLOI | VANECK ETF TRUST | $164.09万 | 0.04% | 31,136 | 3,714 | 13.5% | $19.57万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $164.20万 | 0.04% | 31,619 | 24,439 | 340.4% | $126.91万 | 加仓 |
| AEE | AMEREN CORP | $164.95万 | 0.04% | 15,006 | 2,677 | 21.7% | $29.43万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $165.29万 | 0.04% | 32,515 | 32,515 | — | $165.29万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $165.67万 | 0.04% | 28,301 | 21,706 | 329.1% | $127.07万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $166.86万 | 0.04% | 17,706 | 17,706 | — | $166.86万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $166.88万 | 0.04% | 17,386 | 17,386 | — | $166.88万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $168.05万 | 0.04% | 55,064 | 43,167 | 362.8% | $131.75万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $168.30万 | 0.04% | 75,833 | 294 | 0.4% | $6,525 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $168.72万 | 0.04% | 8,530 | 6,844 | 405.9% | $135.37万 | 重新持有 |
| FAST | FASTENAL CO | $169.84万 | 0.04% | 36,604 | 36,604 | — | $169.84万 | 新建仓 |
| SNY | SANOFI SA | $171.90万 | 0.04% | 35,679 | 29,900 | 517.4% | $144.06万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $173.03万 | 0.04% | 29,436 | 20,416 | 226.3% | $120.01万 | 加仓 |
| O | REALTY INCOME CORP | $174.19万 | 0.04% | 28,370 | 16,687 | 142.8% | $102.46万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $175.30万 | 0.04% | 87,828 | 19,453 | 28.5% | $38.83万 | 加仓 |
| CTAS | CINTAS CORP | $175.56万 | 0.04% | 10,379 | 9,224 | 798.6% | $156.02万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $175.61万 | 0.04% | 21,693 | 12,468 | 135.2% | $100.93万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $175.76万 | 0.04% | 6,026 | 1,282 | 27.0% | $37.39万 | 加仓 |
| PWR | QUANTA SVCS INC | $176.30万 | 0.04% | 3,211 | 1,840 | 134.2% | $101.02万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $177.02万 | 0.04% | 5,884 | 2,406 | 69.2% | $72.39万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $177.11万 | 0.04% | 37,255 | 9,971 | 36.5% | $47.40万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $179.25万 | 0.04% | 11,397 | 7,524 | 194.3% | $118.34万 | 加仓 |
| IBN | ICICI BANK LIMITED | $179.64万 | 0.04% | 69,359 | 52,893 | 321.2% | $136.99万 | 加仓 |
| GSK | GSK PLC | $181.34万 | 0.04% | 32,742 | 19,966 | 156.3% | $110.58万 | 加仓 |
| BX | BLACKSTONE INC | $182.14万 | 0.04% | 15,840 | 6,433 | 68.4% | $73.97万 | 加仓 |
| DOW | DOW HLDGS INC | $183.19万 | 0.04% | 43,985 | 11,366 | 34.8% | $47.34万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $183.28万 | 0.04% | 6,563 | 2,872 | 77.8% | $80.20万 | 加仓 |
| CB | CHUBB LTD SWITZ | $183.30万 | 0.04% | 5,611 | 2,997 | 114.7% | $97.91万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $183.53万 | 0.04% | 11,031 | 6,923 | 168.5% | $115.18万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $183.62万 | 0.04% | 365,056 | 285,692 | 360.0% | $143.70万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $185.75万 | 0.04% | 10,763 | 3,878 | 56.3% | $66.93万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $186.52万 | 0.04% | 9,999 | 7,924 | 381.9% | $147.81万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $186.94万 | 0.04% | 28,558 | 23,953 | 520.2% | $156.80万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $190.82万 | 0.04% | 9,401 | 9,401 | — | $190.82万 | 新建仓 |
| SSUS | STRATEGY SHS | $190.84万 | 0.04% | 40,877 | -5,067 | -11.0% | -$23.66万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $191.76万 | 0.04% | 37,852 | 7,302 | 23.9% | $36.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $192.05万 | 0.04% | 24,905 | 20,175 | 426.5% | $155.57万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $192.43万 | 0.04% | 10,678 | 9,192 | 618.6% | $165.65万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $193.34万 | 0.04% | 33,346 | 8,591 | 34.7% | $49.81万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $193.54万 | 0.04% | 12,944 | 4 | 0.0% | $598 | 加仓 |
| USFD | US FOODS HLDG CORP | $193.84万 | 0.04% | 21,022 | 16,357 | 350.6% | $150.83万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $195.49万 | 0.05% | 54,123 | 1,983 | 3.8% | $7.16万 | 加仓 |
| BCS | BARCLAYS PLC | $197.45万 | 0.05% | 93,315 | 75,861 | 434.6% | $160.52万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $199.55万 | 0.05% | 3,229 | 2,836 | 721.6% | $175.26万 | 加仓 |
| L | LOEWS CORP | $200.88万 | 0.05% | 18,819 | 1,137 | 6.4% | $12.14万 | 加仓 |
| IAGG | ISHARES TR | $202.81万 | 0.05% | 40,529 | 24,209 | 148.3% | $121.14万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $203.27万 | 0.05% | 44,065 | 1,568 | 3.7% | $7.23万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $203.37万 | 0.05% | 13,443 | 1,029 | 8.3% | $15.57万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $203.81万 | 0.05% | 7,218 | 3,457 | 91.9% | $97.62万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $205.09万 | 0.05% | 181,977 | 118,482 | 186.6% | $133.53万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $205.57万 | 0.05% | 6,370 | 1,457 | 29.7% | $47.02万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $207.01万 | 0.05% | 5,997 | 4,807 | 403.9% | $165.93万 | 加仓 |
| SHY | ISHARES TR | $208.07万 | 0.05% | 25,199 | 8,142 | 47.7% | $67.23万 | 加仓 |
| EOG | EOG RES INC | $208.50万 | 0.05% | 14,422 | 7,555 | 110.0% | $109.22万 | 加仓 |
| MUNI | PIMCO ETF TR | $208.92万 | 0.05% | 40,031 | 3,750 | 10.3% | $19.57万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $209.56万 | 0.05% | 22,650 | 631 | 2.9% | $5.84万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $209.82万 | 0.05% | 22,730 | 10,950 | 93.0% | $101.08万 | 加仓 |
| OKE | ONEOK INC NEW | $210.00万 | 0.05% | 23,233 | 1,610 | 7.4% | $14.55万 | 加仓 |
| — | COTERRA ENERGY INC | $211.59万 | 0.05% | 60,213 | 17,076 | 39.6% | $60.01万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $212.07万 | 0.05% | 5,909 | 3,222 | 119.9% | $115.64万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $212.70万 | 0.05% | 10,223 | -10,826 | -51.4% | -$225.24万 | 减仓 |
| DHR | DANAHER CORP DEL | $212.87万 | 0.05% | 11,204 | 3,004 | 36.6% | $57.07万 | 加仓 |
| AYI | ACUITY INC | $214.87万 | 0.05% | 7,668 | 7,668 | — | $214.87万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $215.13万 | 0.05% | 167,807 | 81,234 | 93.8% | $104.14万 | 加仓 |
| BP | BP PLC | $215.28万 | 0.05% | 45,806 | 39,865 | 671.0% | $187.36万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $216.11万 | 0.05% | 70,440 | -7,228 | -9.3% | -$22.18万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $217.38万 | 0.05% | 5,216 | 1,887 | 56.7% | $78.64万 | 加仓 |
| ET | ENERGY TRANSFER L P | $217.77万 | 0.05% | 112,836 | 21,004 | 22.9% | $40.54万 | 加仓 |
| MPC | MARATHON PETE CORP | $218.04万 | 0.05% | 8,930 | 6,122 | 218.0% | $149.48万 | 加仓 |
| ADC | AGREE RLTY CORP | $220.45万 | 0.05% | 29,147 | 659 | 2.3% | $4.98万 | 加仓 |
| QXO | QXO INC | $221.42万 | 0.05% | 114,019 | 114,019 | — | $221.42万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $225.88万 | 0.05% | 3,737 | 2,731 | 271.5% | $165.07万 | 加仓 |
| PULS | PGIM ETF TR | $227.76万 | 0.05% | 45,846 | 45,846 | — | $227.76万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $228.69万 | 0.05% | 17,465 | 9,896 | 130.7% | $129.58万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $229.28万 | 0.05% | 46,441 | 17,922 | 62.8% | $88.48万 | 加仓 |
| UL | UNILEVER PLC | $232.64万 | 0.05% | 40,705 | 27,966 | 219.5% | $159.84万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $233.19万 | 0.05% | 3,418 | 2,673 | 358.8% | $182.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $236.24万 | 0.05% | 12,168 | 2,648 | 27.8% | $51.41万 | 加仓 |