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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $240.57万 | 0.06% | 41,526 | 18,152 | 77.7% | $105.16万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $240.66万 | 0.06% | 11,514 | 1,618 | 16.4% | $33.82万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $241.93万 | 0.06% | 219,535 | -27,942 | -11.3% | -$30.79万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $244.71万 | 0.06% | 50,089 | 35,898 | 253.0% | $175.38万 | 加仓 |
| FDX | FEDEX CORP | $246.58万 | 0.06% | 6,905 | 3,509 | 103.3% | $125.31万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $246.68万 | 0.06% | 22,488 | 13,702 | 156.0% | $150.30万 | 重新持有 |
| GBIL | GOLDMAN SACHS ETF TR | $247.13万 | 0.06% | 24,666 | 3,392 | 15.9% | $33.98万 | 加仓 |
| SHOP | SHOPIFY INC | $249.32万 | 0.06% | 21,018 | 12,814 | 156.2% | $152.00万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $252.40万 | 0.06% | 58,520 | 21,246 | 57.0% | $91.63万 | 加仓 |
| URI | UNITED RENTALS INC | $252.71万 | 0.06% | 3,468 | 2,909 | 520.4% | $211.97万 | 加仓 |
| INTU | INTUIT | $257.57万 | 0.06% | 5,957 | 2,664 | 80.9% | $115.19万 | 加仓 |
| IXC | ISHARES TR | $259.08万 | 0.06% | 44,971 | 6,240 | 16.1% | $35.95万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $259.22万 | 0.06% | 51,876 | 9,605 | 22.7% | $48.00万 | 加仓 |
| TTE | TOTALENERGIES SE | $259.85万 | 0.06% | 28,487 | 14,629 | 105.6% | $133.44万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $261.32万 | 0.06% | 14,601 | 14,601 | — | $261.32万 | 新建仓 |
| MUB | ISHARES TR | $261.69万 | 0.06% | 24,652 | 11,681 | 90.1% | $124.00万 | 加仓 |
| GBND | GOLDMAN SACHS ETF TR | $262.17万 | 0.06% | 51,840 | 16,507 | 46.7% | $83.48万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $262.77万 | 0.06% | 141,882 | 112,092 | 376.3% | $207.59万 | 加仓 |
| YOU | CLEAR SECURE INC | $262.89万 | 0.06% | 54,305 | 802 | 1.5% | $3.88万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $262.98万 | 0.06% | 49,590 | 49,590 | — | $262.98万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $263.89万 | 0.06% | 107,885 | -2,313 | -2.1% | -$5.66万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $265.26万 | 0.06% | 13,320 | 13,320 | — | $265.26万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $266.39万 | 0.06% | 69,337 | 62,281 | 882.7% | $239.28万 | 加仓 |
| EMB | ISHARES TR | $268.87万 | 0.06% | 28,624 | 2,547 | 9.8% | $23.92万 | 加仓 |
| PSX | PHILLIPS 66 | $270.48万 | 0.06% | 14,846 | 4,248 | 40.1% | $77.39万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $272.50万 | 0.06% | 45,760 | 38,861 | 563.3% | $231.42万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $273.30万 | 0.06% | 58,635 | 58,635 | — | $273.30万 | 新建仓 |
| TFC | TRUIST FINL CORP | $273.86万 | 0.06% | 59,573 | 28,736 | 93.2% | $132.10万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $276.59万 | 0.06% | 54,447 | 54,447 | — | $276.59万 | 新建仓 |
| SAP | SAP SE | $277.38万 | 0.06% | 16,201 | 12,598 | 349.7% | $215.69万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $278.61万 | 0.06% | 16,187 | 16,187 | — | $278.61万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $278.62万 | 0.06% | 19,243 | 5,904 | 44.3% | $85.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $281.14万 | 0.07% | 1,626 | 1,359 | 509.0% | $234.97万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $281.67万 | 0.07% | 70,172 | 8,640 | 14.0% | $34.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $282.17万 | 0.07% | 670 | 527 | 368.5% | $221.95万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $282.41万 | 0.07% | 34,449 | 17,746 | 106.2% | $145.48万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $282.58万 | 0.07% | 14,461 | 8,498 | 142.5% | $166.06万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $283.29万 | 0.07% | 61,853 | 23,240 | 60.2% | $106.44万 | 加仓 |
| BBY | BEST BUY INC | $285.05万 | 0.07% | 44,393 | 44,393 | — | $285.05万 | 新建仓 |
| TIP | ISHARES TR | $286.30万 | 0.07% | 25,942 | 11,935 | 85.2% | $131.72万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $286.71万 | 0.07% | 4,870 | 3,344 | 219.1% | $196.87万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $290.18万 | 0.07% | 23,634 | 17,098 | 261.6% | $209.93万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $290.39万 | 0.07% | 9,060 | 4,470 | 97.4% | $143.27万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $290.43万 | 0.07% | 9,609 | 8,760 | 1,031.8% | $264.77万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $292.40万 | 0.07% | 37,162 | 19,715 | 113.0% | $155.12万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $292.82万 | 0.07% | 262,620 | 9,219 | 3.6% | $10.28万 | 加仓 |
| MO | ALTRIA GROUP INC | $293.13万 | 0.07% | 43,819 | 16,996 | 63.4% | $113.70万 | 加仓 |
| ING | ING GROEP N.V. | $293.66万 | 0.07% | 112,727 | 72,363 | 179.3% | $188.51万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $294.19万 | 0.07% | 58,271 | 5,707 | 10.9% | $28.81万 | 加仓 |
| EG | EVEREST GROUP LTD | $294.88万 | 0.07% | 9,022 | 8,118 | 898.0% | $265.33万 | 加仓 |
| AFL | AFLAC INC | $295.63万 | 0.07% | 26,946 | 12,247 | 83.3% | $134.36万 | 加仓 |
| FEOE | RBB FUND TRUST | $295.73万 | 0.07% | 58,608 | 58,608 | — | $295.73万 | 新建仓 |
| PPG | PPG INDS INC | $296.00万 | 0.07% | 27,695 | 25,530 | 1,179.2% | $272.86万 | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $300.09万 | 0.07% | 32,352 | -1,342 | -4.0% | -$12.45万 | 减仓 |
| DE | DEERE & CO | $300.97万 | 0.07% | 5,336 | 3,387 | 173.8% | $191.04万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $303.25万 | 0.07% | 73,856 | 73,856 | — | $303.25万 | 新建仓 |
| CSX | CSX CORP | $303.39万 | 0.07% | 73,907 | 49,784 | 206.4% | $204.36万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $304.71万 | 0.07% | 206,303 | 34,787 | 20.3% | $51.38万 | 重新持有 |
| ITOT | ISHARES TR | $304.87万 | 0.07% | 21,405 | 21,405 | — | $304.87万 | 新建仓 |
| MCK | MCKESSON CORP | $307.36万 | 0.07% | 3,550 | 2,496 | 236.8% | $216.10万 | 加仓 |
| PYLD | PIMCO ETF TR | $308.49万 | 0.07% | 117,744 | 15,249 | 14.9% | $39.95万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $309.51万 | 0.07% | 12,633 | -87 | -0.7% | -$2.13万 | 减仓 |
| EMR | EMERSON ELEC CO | $311.80万 | 0.07% | 23,798 | 20,084 | 540.8% | $263.14万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $314.85万 | 0.07% | 13,485 | 10,758 | 394.5% | $251.18万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $315.50万 | 0.07% | 57,836 | 711 | 1.2% | $3.88万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $315.82万 | 0.07% | 96,522 | 96,522 | — | $315.82万 | 新建仓 |
| PFF | ISHARES TR | $316.19万 | 0.07% | 104,283 | 39,186 | 60.2% | $118.81万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $316.93万 | 0.07% | 8,118 | 6,417 | 377.2% | $250.53万 | 加仓 |
| WM | WASTE MGMT INC DEL | $320.03万 | 0.07% | 13,927 | 10,156 | 269.3% | $233.37万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $320.09万 | 0.07% | 68,061 | -2,980 | -4.2% | -$14.01万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $320.51万 | 0.07% | 7,379 | 6,359 | 623.4% | $276.21万 | 加仓 |
| NTAP | NETAPP INC | $323.06万 | 0.07% | 31,552 | 31,552 | — | $323.06万 | 新建仓 |
| FSK | FS KKR CAP CORP | $324.48万 | 0.08% | 303,022 | 4,781 | 1.6% | $5.12万 | 加仓 |
| GM | GENERAL MTRS CO | $330.69万 | 0.08% | 44,387 | -888 | -2.0% | -$6.62万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $331.38万 | 0.08% | 11,546 | 9,444 | 449.3% | $271.05万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $331.59万 | 0.08% | 28,857 | -511 | -1.7% | -$5.87万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $331.81万 | 0.08% | 80,303 | 18,449 | 29.8% | $76.23万 | 加仓 |
| CRH | CRH PLC | $334.88万 | 0.08% | 31,781 | 28,953 | 1,023.8% | $305.08万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $335.87万 | 0.08% | 293,967 | -158,745 | -35.1% | -$181.37万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $339.97万 | 0.08% | 74,084 | 31,833 | 75.3% | $146.08万 | 加仓 |
| GEN | GEN DIGITAL INC | $341.44万 | 0.08% | 181,325 | 181,325 | — | $341.44万 | 新建仓 |
| VST | VISTRA CORP | $341.63万 | 0.08% | 22,726 | 22,726 | — | $341.63万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $341.76万 | 0.08% | 26,072 | 977 | 3.9% | $12.81万 | 加仓 |
| AON | AON PLC | $346.15万 | 0.08% | 10,724 | 8,924 | 495.8% | $288.05万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $347.59万 | 0.08% | 21,177 | 16,847 | 389.1% | $276.52万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $348.39万 | 0.08% | 11,457 | 8,901 | 348.2% | $270.66万 | 加仓 |
| IHDG | WISDOMTREE TR | $349.91万 | 0.08% | 72,670 | 72,670 | — | $349.91万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $350.18万 | 0.08% | 25,126 | 19,758 | 368.1% | $275.36万 | 加仓 |
| DHI | D R HORTON INC | $352.50万 | 0.08% | 25,688 | 12,027 | 88.0% | $165.04万 | 加仓 |
| TSN | TYSON FOODS INC | $353.03万 | 0.08% | 55,100 | 50,405 | 1,073.6% | $322.94万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $353.53万 | 0.08% | 188,248 | -1,352 | -0.7% | -$2.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $356.47万 | 0.08% | 18,574 | 7,613 | 69.5% | $146.11万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $356.48万 | 0.08% | 32,473 | 28,653 | 750.1% | $314.55万 | 加仓 |
| NVR | NVR INC | $356.51万 | 0.08% | 541 | 541 | — | $356.51万 | 新建仓 |
| SHEL | SHELL PLC | $357.94万 | 0.08% | 38,488 | 24,972 | 184.8% | $232.24万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $358.04万 | 0.08% | 16,739 | 3,901 | 30.4% | $83.44万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $361.01万 | 0.08% | 36,695 | 33,120 | 926.4% | $325.84万 | 加仓 |
| CME | CME GROUP INC | $362.47万 | 0.08% | 12,272 | 10,790 | 728.1% | $318.70万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $364.42万 | 0.08% | 61,899 | 29,469 | 90.9% | $173.49万 | 加仓 |
| SBUX | STARBUCKS CORP | $369.46万 | 0.09% | 41,239 | 21,510 | 109.0% | $192.71万 | 加仓 |