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 |
|---|---|---|---|---|---|---|---|---|
| ESI | ELEMENT SOLUTIONS INC | $100.22万 | 0.02% | 20,988 | 1,115 | 5.6% | $5.32万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $100.64万 | 0.02% | 23,076 | 1,772 | 8.3% | $7.73万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $101.40万 | 0.02% | 37,485 | -5,462 | -12.7% | -$14.77万 | 减仓 |
| WAB | WABTEC | $101.94万 | 0.02% | 3,781 | -55 | -1.4% | -$1.48万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $102.55万 | 0.02% | 9,515 | -37 | -0.4% | -$3,988 | 减仓 |
| INTU | INTUIT | $102.67万 | 0.02% | 3,934 | -2,023 | -34.0% | -$52.79万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $103.92万 | 0.02% | 4,544 | -897 | -16.5% | -$20.51万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $104.22万 | 0.02% | 13,103 | -23 | -0.2% | -$1,829 | 减仓 |
| MOAT | VANECK ETF TRUST | $104.51万 | 0.02% | 10,053 | 2,946 | 41.5% | $30.63万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $104.92万 | 0.02% | 7,715 | 1,342 | 21.1% | $18.25万 | 加仓 |
| FIX | COMFORT SYS USA INC | $105.45万 | 0.02% | 532 | 218 | 69.4% | $43.21万 | 加仓 |
| CTVA | CORTEVA INC | $105.56万 | 0.02% | 12,464 | 1,844 | 17.4% | $15.62万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $105.66万 | 0.02% | 3,170 | -1,250 | -28.3% | -$41.66万 | 减仓 |
| SHY | ISHARES TR | $106.10万 | 0.02% | 12,922 | -12,277 | -48.7% | -$100.81万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $106.29万 | 0.02% | 3,908 | 930 | 31.2% | $25.29万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $106.33万 | 0.02% | 20,154 | -5,856 | -22.5% | -$30.90万 | 减仓 |
| HBCP | HOMEBANCORP INC | $107.22万 | 0.02% | 15,648 | 46 | 0.3% | $3,152 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $108.52万 | 0.02% | 52,401 | 52,401 | — | $108.52万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $108.89万 | 0.02% | 14,318 | 1,039 | 7.8% | $7.90万 | 加仓 |
| HUBB | HUBBELL INC | $109.31万 | 0.02% | 2,089 | 51 | 2.5% | $2.67万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $109.96万 | 0.02% | 2,513 | 247 | 10.9% | $10.81万 | 加仓 |
| GSK | GSK PLC | $110.03万 | 0.02% | 20,895 | -11,847 | -36.2% | -$62.39万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $110.09万 | 0.02% | 6,898 | 68 | 1.0% | $1.09万 | 加仓 |
| WRB | BERKLEY W R CORP | $110.63万 | 0.02% | 15,566 | 3,184 | 25.7% | $22.63万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.87万 | 0.02% | 18,040 | -600 | -3.2% | -$3.69万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $111.38万 | 0.02% | 22,937 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $111.50万 | 0.02% | 13,340 | -2,209 | -14.2% | -$18.46万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $111.85万 | 0.02% | 2,252 | 223 | 11.0% | $11.08万 | 加仓 |
| NVO | NOVO-NORDISK A S | $112.10万 | 0.02% | 23,383 | 23,383 | — | $112.10万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $112.31万 | 0.02% | 8,280 | -15,741 | -65.5% | -$213.50万 | 减仓 |
| AIQ | GLOBAL X FDS | $112.87万 | 0.02% | 17,203 | 17,203 | — | $112.87万 | 新建仓 |
| ICF | ISHARES TR | $113.33万 | 0.02% | 16,757 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $113.38万 | 0.02% | 1,366 | 80 | 6.2% | $6.64万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $115.09万 | 0.02% | 44,599 | -348 | -0.8% | -$8,980 | 减仓 |
| NDSN | NORDSON CORP | $115.15万 | 0.02% | 3,809 | -245 | -6.0% | -$7.41万 | 减仓 |
| PFF | ISHARES TR | $115.23万 | 0.02% | 37,794 | -66,489 | -63.8% | -$202.72万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $115.60万 | 0.02% | 5,611 | 2,224 | 65.7% | $45.82万 | 加仓 |
| IQV | IQVIA HLDGS INC | $115.66万 | 0.02% | 5,986 | -76 | -1.3% | -$1.47万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $116.01万 | 0.02% | 871 | -16 | -1.8% | -$2.13万 | 减仓 |
| LQD | ISHARES TR | $116.32万 | 0.02% | 10,665 | 2,299 | 27.5% | $25.08万 | 加仓 |
| KDP | KEURIG DR PEPPER INC 看涨期权 | $117.30万 | 0.02% | 35,839 | 35,839 | — | $117.30万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $117.66万 | 0.02% | 46,252 | -382 | -0.8% | -$9,718 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $118.27万 | 0.02% | 1,409 | -109 | -7.2% | -$9.15万 | 减仓 |
| EIX | EDISON INTL | $119.20万 | 0.02% | 16,010 | 7,322 | 84.3% | $54.51万 | 加仓 |
| KRE | SPDR SERIES TRUST | $120.12万 | 0.02% | 16,048 | 2,160 | 15.6% | $16.17万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $120.23万 | 0.02% | 111,833 | 31,693 | 39.5% | $34.07万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $120.72万 | 0.02% | 35,506 | 3,564 | 11.2% | $12.12万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $120.77万 | 0.02% | 67,933 | -993 | -1.4% | -$1.77万 | 减仓 |
| KGC | KINROSS GOLD CORP | $120.99万 | 0.02% | 51,225 | -3,839 | -7.0% | -$9.07万 | 减仓 |
| RELX | RELX PLC | $121.01万 | 0.02% | 38,210 | -3,922 | -9.3% | -$12.42万 | 减仓 |
| FE | FIRSTENERGY CORP | $121.57万 | 0.02% | 25,572 | 245 | 1.0% | $1.16万 | 加仓 |
| RPM | RPM INTL INC | $121.63万 | 0.02% | 10,942 | 1,320 | 13.7% | $14.67万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $122.04万 | 0.02% | 10,315 | 3,373 | 48.6% | $39.91万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $122.64万 | 0.02% | 7,509 | 36 | 0.5% | $5,879 | 加仓 |
| DDOG | DATADOG INC | $123.29万 | 0.02% | 4,736 | 79 | 1.7% | $2.06万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $123.42万 | 0.02% | 37,118 | -97 | -0.3% | -$3,225 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $124.08万 | 0.02% | 77,801 | -976 | -1.2% | -$1.56万 | 减仓 |
| O | REALTY INCOME CORP | $126.18万 | 0.02% | 20,297 | -8,073 | -28.5% | -$50.19万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $126.66万 | 0.02% | 3,275 | 15 | 0.5% | $5,801 | 加仓 |
| HEI/A | HEICO CORP NEW | $126.87万 | 0.02% | 4,919 | 208 | 4.4% | $5.36万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $127.20万 | 0.02% | 57,145 | 329 | 0.6% | $7,324 | 加仓 |
| MET | METLIFE INC | $127.33万 | 0.02% | 15,049 | 285 | 1.9% | $2.41万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $128.77万 | 0.02% | 28,019 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $129.26万 | 0.02% | 5,171 | -26 | -0.5% | -$6,499 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $129.81万 | 0.02% | 7,788 | -1,460 | -15.8% | -$24.34万 | 减仓 |
| MDB | MONGODB INC | $129.86万 | 0.02% | 3,866 | 1,057 | 37.6% | $35.50万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $131.02万 | 0.02% | 22,719 | 1,733 | 8.3% | $9.99万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $131.43万 | 0.02% | 30,795 | -49,216 | -61.5% | -$210.05万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $132.29万 | 0.02% | 36,736 | 286 | 0.8% | $1.03万 | 加仓 |
| — | PGIM ETF TR | $134.57万 | 0.02% | 19,320 | 19,320 | — | $134.57万 | 新建仓 |
| PHM | PULTE GROUP INC | $134.65万 | 0.02% | 9,798 | 1,406 | 16.8% | $19.32万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $136.44万 | 0.03% | 11,083 | -314 | -2.8% | -$3.87万 | 减仓 |
| RIO | RIO TINTO PLC | $136.54万 | 0.03% | 14,383 | -2,482 | -14.7% | -$23.56万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $137.49万 | 0.03% | 6,487 | 35 | 0.5% | $7,418 | 加仓 |
| SMMU | PIMCO ETF TR | $137.55万 | 0.03% | 27,238 | -4,363 | -13.8% | -$22.03万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $138.45万 | 0.03% | 3,689 | -97 | -2.6% | -$3.64万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $138.49万 | 0.03% | 16,991 | 5,014 | 41.9% | $40.87万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $139.11万 | 0.03% | 12,498 | 10,835 | 651.5% | $120.60万 | 重新持有 |
| DIVB | ISHARES TR | $139.65万 | 0.03% | 22,671 | 22,671 | — | $139.65万 | 新建仓 |
| DTE | DTE ENERGY CO | $140.21万 | 0.03% | 9,133 | 45 | 0.5% | $6,908 | 加仓 |
| NU | NU HLDGS LTD | $140.66万 | 0.03% | 105,284 | -6,985 | -6.2% | -$9.33万 | 减仓 |
| SNY | SANOFI SA | $141.44万 | 0.03% | 33,155 | -2,524 | -7.1% | -$10.77万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $141.49万 | 0.03% | 30,586 | 30,586 | — | $141.49万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $141.56万 | 0.03% | 27,756 | 2,900 | 11.7% | $14.79万 | 加仓 |
| TTAN | SERVICETITAN INC | $142.08万 | 0.03% | 20,093 | 2,794 | 16.2% | $19.76万 | 加仓 |
| CWB | SPDR SERIES TRUST | $142.58万 | 0.03% | 13,224 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $142.70万 | 0.03% | 1,663 | 1,663 | — | $142.70万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $142.78万 | 0.03% | 14,238 | 1,832 | 14.8% | $18.37万 | 加仓 |
| SRE | SEMPRA | $144.13万 | 0.03% | 15,442 | -325 | -2.1% | -$3.03万 | 减仓 |
| CIEN | CIENA CORP | $144.52万 | 0.03% | 2,946 | 92 | 3.2% | $4.51万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $145.85万 | 0.03% | 44,391 | 334 | 0.8% | $1.10万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $146.89万 | 0.03% | 11,164 | 552 | 5.2% | $7.26万 | 加仓 |
| OFG | OFG BANCORP | $147.40万 | 0.03% | 29,827 | -146 | -0.5% | -$7,215 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $147.46万 | 0.03% | 15,575 | 13,215 | 560.0% | $125.12万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $148.36万 | 0.03% | 38,940 | 16,374 | 72.6% | $62.39万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $148.40万 | 0.03% | 43,802 | -399 | -0.9% | -$1.35万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $149.27万 | 0.03% | 8,492 | -38 | -0.4% | -$6,679 | 减仓 |
| SAP | SAP SE 看涨期权 | $150.15万 | 0.03% | 9,743 | 9,743 | — | $150.15万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $150.59万 | 0.03% | 6,553 | 855 | 15.0% | $19.65万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $151.38万 | 0.03% | 44,735 | 6,936 | 18.3% | $23.47万 | 加仓 |