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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $151.52万 | 0.03% | 5,817 | 1,258 | 27.6% | $32.77万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $151.58万 | 0.03% | 19,181 | 228 | 1.2% | $1.80万 | 加仓 |
| AEE | AMEREN CORP | $152.29万 | 0.03% | 13,472 | -1,534 | -10.2% | -$17.34万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $152.55万 | 0.03% | 11,607 | 7,003 | 152.1% | $92.04万 | 加仓 |
| NRG | NRG ENERGY INC | $152.74万 | 0.03% | 10,457 | 4,541 | 76.8% | $66.33万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $153.50万 | 0.03% | 76,789 | -11,039 | -12.6% | -$22.07万 | 减仓 |
| BP | BP PLC | $154.20万 | 0.03% | 41,733 | -4,073 | -8.9% | -$15.05万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $155.34万 | 0.03% | 30,663 | -1,852 | -5.7% | -$9.38万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $155.72万 | 0.03% | 39,297 | -10,792 | -21.5% | -$42.77万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $156.28万 | 0.03% | 31,075 | 31,075 | — | $156.28万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $156.38万 | 0.03% | 84,392 | 4,734 | 5.9% | $8.77万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $156.97万 | 0.03% | 12,282 | -10,206 | -45.4% | -$130.44万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $158.32万 | 0.03% | 18,189 | -375 | -2.0% | -$3.26万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $158.70万 | 0.03% | 75,733 | -100 | -0.1% | -$2,096 | 减仓 |
| ITA | ISHARES TR | $159.01万 | 0.03% | 6,559 | -128 | -1.9% | -$3.10万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $159.14万 | 0.03% | 2,100 | -130 | -5.8% | -$9.85万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $159.49万 | 0.03% | 26,701 | 79 | 0.3% | $4,719 | 加仓 |
| MELI | MERCADOLIBRE INC | $159.72万 | 0.03% | 941 | -685 | -42.1% | -$116.27万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $159.74万 | 0.03% | 9,677 | -1,086 | -10.1% | -$17.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $161.28万 | 0.03% | 27,020 | -1,381 | -4.9% | -$8.24万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $162.81万 | 0.03% | 27,975 | -326 | -1.2% | -$1.90万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $162.95万 | 0.03% | 10,504 | 1,103 | 11.7% | $17.11万 | 加仓 |
| ROKU | ROKU INC | $163.46万 | 0.03% | 11,833 | 2,172 | 22.5% | $30.00万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $164.63万 | 0.03% | 37,382 | 1,960 | 5.5% | $8.63万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $165.50万 | 0.03% | 18,295 | 6,970 | 61.5% | $63.05万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $166.05万 | 0.03% | 11,580 | 11,580 | — | $166.05万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $166.35万 | 0.03% | 4,752 | -2,466 | -34.2% | -$86.33万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $166.95万 | 0.03% | 5,927 | 43 | 0.7% | $1.21万 | 加仓 |
| COHR | COHERENT CORP | $168.52万 | 0.03% | 4,272 | 847 | 24.7% | $33.41万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $169.71万 | 0.03% | 17,600 | 2,515 | 16.7% | $24.25万 | 加仓 |
| BILS | SPDR SERIES TRUST | $169.74万 | 0.03% | 17,079 | 2,280 | 15.4% | $22.66万 | 加仓 |
| IBB | ISHARES TR | $170.02万 | 0.03% | 8,939 | 485 | 5.7% | $9.22万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $170.31万 | 0.03% | 5,861 | -136 | -2.3% | -$3.95万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $171.89万 | 0.03% | 17,710 | 324 | 1.9% | $3.14万 | 加仓 |
| NTRA | NATERA INC | $171.94万 | 0.03% | 6,334 | -195 | -3.0% | -$5.29万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $174.50万 | 0.03% | 7,026 | 463 | 7.1% | $11.50万 | 加仓 |
| SMH | VANECK ETF TRUST | $175.29万 | 0.03% | 2,673 | 245 | 10.1% | $16.07万 | 加仓 |
| LMUB | ISHARES TR | $176.19万 | 0.03% | 34,399 | 25,403 | 282.4% | $130.11万 | 加仓 |
| USMV | ISHARES TR | $177.39万 | 0.03% | 18,389 | 1,393 | 8.2% | $13.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $177.41万 | 0.03% | 3,482 | -255 | -6.8% | -$12.99万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $177.46万 | 0.03% | 44,892 | 827 | 1.9% | $3.27万 | 加仓 |
| USB | US BANCORP | $177.74万 | 0.03% | 29,390 | -861 | -2.8% | -$5.21万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $178.10万 | 0.03% | 159,732 | -22,245 | -12.2% | -$24.80万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $178.24万 | 0.03% | 36,758 | -497 | -1.3% | -$2.41万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $179.41万 | 0.03% | 15,617 | 15,617 | — | $179.41万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $180.97万 | 0.03% | 3,553 | 135 | 3.9% | $6.88万 | 加仓 |
| MPC | MARATHON PETE CORP | $181.47万 | 0.03% | 7,098 | -1,832 | -20.5% | -$46.84万 | 减仓 |
| FAST | FASTENAL CO | $181.56万 | 0.03% | 37,801 | 1,197 | 3.3% | $5.75万 | 加仓 |
| SNDK | SANDISK CORP | $181.67万 | 0.03% | 799 | -2 | -0.2% | -$4,547 | 减仓 |
| XHB | SPDR SERIES TRUST | $182.12万 | 0.03% | 15,760 | 1,847 | 13.3% | $21.34万 | 加仓 |
| CTAS | CINTAS CORP | $182.42万 | 0.03% | 10,726 | 347 | 3.3% | $5.90万 | 加仓 |
| CB | CHUBB LIMITED | $184.33万 | 0.03% | 5,408 | -203 | -3.6% | -$6.92万 | 减仓 |
| IYW | ISHARES TR | $184.70万 | 0.03% | 7,322 | 6 | 0.1% | $1,514 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $184.77万 | 0.03% | 5,597 | -429 | -7.1% | -$14.16万 | 减仓 |
| CLOI | VANECK ETF TRUST | $186.28万 | 0.03% | 35,181 | 4,045 | 13.0% | $21.42万 | 加仓 |
| MTB | M & T BK CORP | $186.97万 | 0.03% | 7,855 | 937 | 13.5% | $22.30万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $187.69万 | 0.03% | 34,739 | 22,329 | 179.9% | $120.64万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $187.85万 | 0.03% | 21,974 | -2,931 | -11.8% | -$25.06万 | 减仓 |
| DASH | DOORDASH INC | $188.72万 | 0.03% | 10,227 | 8,155 | 393.6% | $150.48万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $190.92万 | 0.04% | 80,785 | 4,122 | 5.4% | $9.74万 | 加仓 |
| CVS | CVS HEALTH CORP | $193.65万 | 0.04% | 18,719 | 357 | 1.9% | $3.69万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $195.43万 | 0.04% | 3,486 | 1,963 | 128.9% | $110.05万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $195.72万 | 0.04% | 47,366 | 42,698 | 914.7% | $176.43万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $196.83万 | 0.04% | 21,374 | -1,356 | -6.0% | -$12.49万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $196.89万 | 0.04% | 70,191 | 70,191 | — | $196.89万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $197.55万 | 0.04% | 54,138 | 15 | 0.0% | $547 | 加仓 |
| VBK | VANGUARD INDEX FDS | $197.70万 | 0.04% | 5,406 | -4,203 | -43.7% | -$153.70万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $197.88万 | 0.04% | 11,019 | 341 | 3.2% | $6.12万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $198.67万 | 0.04% | 43,906 | -1,616 | -3.5% | -$7.31万 | 减仓 |
| NOW | SERVICENOW INC | $199.86万 | 0.04% | 20,270 | 6,051 | 42.6% | $59.66万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $201.81万 | 0.04% | 32,089 | 2,653 | 9.0% | $16.68万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $201.82万 | 0.04% | 39,902 | 10,061 | 33.7% | $50.89万 | 加仓 |
| ECL | ECOLAB INC | $201.89万 | 0.04% | 7,231 | 2,381 | 49.1% | $66.48万 | 加仓 |
| QXO | QXO INC 看涨期权 | $201.91万 | 0.04% | 116,844 | 116,844 | — | $201.91万 | 新建仓 |
| SYK | STRYKER CORPORATION | $202.65万 | 0.04% | 6,426 | 1,681 | 35.4% | $53.01万 | 加仓 |
| OKE | ONEOK INC NEW | $203.08万 | 0.04% | 23,358 | 125 | 0.5% | $1.09万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $203.71万 | 0.04% | 27,773 | 1,878 | 7.3% | $13.77万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $204.89万 | 0.04% | 20,865 | 3,159 | 17.8% | $31.02万 | 加仓 |
| IBN | ICICI BANK LIMITED | $205.61万 | 0.04% | 70,826 | 1,467 | 2.1% | $4.26万 | 加仓 |
| NGG | NATIONAL GRID PLC | $205.91万 | 0.04% | 24,642 | 15,410 | 166.9% | $128.77万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $209.70万 | 0.04% | 37,002 | 3,868 | 11.7% | $21.92万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $210.06万 | 0.04% | 6,101 | -2,959 | -32.7% | -$101.88万 | 减仓 |
| SHOP | SHOPIFY INC | $210.25万 | 0.04% | 18,414 | -2,604 | -12.4% | -$29.73万 | 减仓 |
| ET | ENERGY TRANSFER L P | $211.07万 | 0.04% | 110,394 | -2,442 | -2.2% | -$4.67万 | 减仓 |
| DHR | DANAHER CORP DEL | $212.75万 | 0.04% | 11,146 | -58 | -0.5% | -$1.11万 | 减仓 |
| TTE | TOTALENERGIES SE | $213.36万 | 0.04% | 27,332 | -1,155 | -4.1% | -$9.02万 | 减仓 |
| L | LOEWS CORP | $213.79万 | 0.04% | 18,885 | 66 | 0.4% | $7,472 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $215.22万 | 0.04% | 11,409 | 378 | 3.4% | $7.13万 | 加仓 |
| ADC | AGREE RLTY CORP | $217.53万 | 0.04% | 28,622 | -525 | -1.8% | -$3.99万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $218.20万 | 0.04% | 42,479 | 4,627 | 12.2% | $23.77万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $219.39万 | 0.04% | 376,318 | 11,262 | 3.1% | $6.57万 | 加仓 |
| JBL | JABIL INC | $222.62万 | 0.04% | 5,775 | -53 | -0.9% | -$2.04万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $224.43万 | 0.04% | 9,115 | 2,039 | 28.8% | $50.20万 | 加仓 |
| PWR | QUANTA SVCS INC | $224.99万 | 0.04% | 3,125 | -86 | -2.7% | -$6.19万 | 减仓 |
| SSUS | STRATEGY SHS | $225.81万 | 0.04% | 40,827 | -50 | -0.1% | -$2,765 | 减仓 |
| SPGI | S&P GLOBAL INC | $226.31万 | 0.04% | 5,557 | -3,536 | -38.9% | -$144.01万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $227.18万 | 0.04% | 10,158 | 159 | 1.6% | $3.56万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $227.23万 | 0.04% | 6,094 | -276 | -4.3% | -$10.29万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $227.38万 | 0.04% | 71,706 | 1,266 | 1.8% | $4.01万 | 加仓 |
| DAL | DELTA AIR LINES INC | $227.45万 | 0.04% | 24,284 | -329 | -1.3% | -$3.08万 | 减仓 |