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 |
|---|---|---|---|---|---|---|---|---|
| CMC | COMMERCIAL METALS CO | $23.01万 | 0.01% | 3,746 | 3,746 | — | $23.01万 | 新建仓 |
| DON | WISDOMTREE TR | $23.01万 | 0.01% | 4,379 | 4,379 | — | $23.01万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $22.98万 | 0.01% | 7,299 | 328 | 4.7% | $1.03万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $22.87万 | 0.01% | 30,081 | -2,174 | -6.7% | -$1.65万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $22.83万 | 0.01% | 1,365 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $22.80万 | 0.01% | 637 | -617 | -49.2% | -$22.08万 | 减仓 |
| RL | RALPH LAUREN CORP | $22.57万 | 0.01% | 655 | 655 | — | $22.57万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $22.43万 | 0.01% | 1,651 | 1,651 | — | $22.43万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $22.41万 | 0.01% | 3,330 | 3,330 | — | $22.41万 | 新建仓 |
| MSTR | STRATEGY INC | $22.40万 | 0.01% | 1,795 | 1,795 | — | $22.40万 | 新建仓 |
| KEY | KEYCORP | $22.38万 | 0.01% | 11,164 | 11,164 | — | $22.38万 | 新建仓 |
| HWKN | HAWKINS INC | $22.36万 | 0.01% | 1,456 | 1,456 | — | $22.36万 | 新建仓 |
| IYF | ISHARES TR | $22.27万 | 0.01% | 1,893 | 1,893 | — | $22.27万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $22.25万 | 0.01% | 2,805 | 10 | 0.4% | $793 | 加仓 |
| BHP | BHP BILLITON LIMITED | $22.15万 | 0.01% | 3,045 | 3,045 | — | $22.15万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $22.11万 | 0.01% | 799 | 799 | — | $22.11万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $21.97万 | 0.01% | 1,469 | 1,469 | — | $21.97万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $21.93万 | 0.01% | 419 | -405 | -49.2% | -$21.20万 | 减仓 |
| POWL | POWELL INDS INC | $21.91万 | 0.01% | 405 | 405 | — | $21.91万 | 新建仓 |
| MMS | MAXIMUS INC | $21.90万 | 0.01% | 3,416 | 3,416 | — | $21.90万 | 新建仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $21.84万 | 0.01% | 17,318 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $21.81万 | 0.01% | 10,041 | 10,041 | — | $21.81万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $21.78万 | 0.01% | 9,632 | 9,632 | — | $21.78万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $21.73万 | 0.01% | 6,532 | 6,532 | — | $21.73万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $21.59万 | 0.01% | 1,071 | 1,071 | — | $21.59万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $21.57万 | 0.01% | 2,191 | -949 | -30.2% | -$9.34万 | 减仓 |
| ARCB | ARCBEST CORP | $21.50万 | 0.00% | 2,186 | 2,186 | — | $21.50万 | 新建仓 |
| ADBE | ADOBE INC | $21.49万 | 0.00% | 884 | 30 | 3.5% | $7,292 | 重新持有 |
| DT | DYNATRACE INC | $21.49万 | 0.00% | 5,811 | -7,298 | -55.7% | -$26.99万 | 重新持有 |
| SHYG | ISHARES TR | $21.40万 | 0.00% | 5,059 | 5,059 | — | $21.40万 | 新建仓 |
| IPAR | INTERPARFUMS INC | $21.37万 | 0.00% | 2,352 | 2,352 | — | $21.37万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $21.27万 | 0.00% | 12,279 | 18 | 0.1% | $312 | 加仓 |
| MNRO | MONRO INC | $21.26万 | 0.00% | 13,254 | 13,254 | — | $21.26万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $21.24万 | 0.00% | 2,364 | 2,364 | — | $21.24万 | 新建仓 |
| SNA | SNAP ON INC | $21.23万 | 0.00% | 584 | -1,482 | -71.7% | -$53.87万 | 重新持有 |
| BRO | BROWN & BROWN INC | $21.15万 | 0.00% | 3,244 | 3,244 | — | $21.15万 | 新建仓 |
| ICVT | ISHARES TR | $21.08万 | 0.00% | 2,071 | 2,071 | — | $21.08万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $21.06万 | 0.00% | 1,543 | 1,543 | — | $21.06万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $21.04万 | 0.00% | 3,033 | 3,033 | — | $21.04万 | 新建仓 |
| THO | THOR INDS INC | $20.99万 | 0.00% | 2,627 | 59 | 2.3% | $4,713 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $20.93万 | 0.00% | 3,687 | 3,687 | — | $20.93万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $20.92万 | 0.00% | 3,237 | 3,237 | — | $20.92万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $20.91万 | 0.00% | 1,869 | 1,869 | — | $20.91万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $20.68万 | 0.00% | 2,212 | 2,212 | — | $20.68万 | 新建仓 |
| EEMA | ISHARES INC | $20.65万 | 0.00% | 2,157 | -79 | -3.5% | -$7,563 | 减仓 |
| GVI | ISHARES TR | $20.64万 | 0.00% | 1,935 | 1,935 | — | $20.64万 | 新建仓 |
| EFAV | ISHARES TR | $20.61万 | 0.00% | 2,256 | 2,256 | — | $20.61万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $20.57万 | 0.00% | 2,554 | 2,554 | — | $20.57万 | 新建仓 |
| — | FORMULA SYSTEMS 1985 LTD | $20.57万 | 0.00% | 1,865 | 1,865 | — | $20.57万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $20.52万 | 0.00% | 2,360 | 2,360 | — | $20.52万 | 新建仓 |
| IWY | ISHARES TR | $20.50万 | 0.00% | 824 | -22 | -2.6% | -$5,474 | 减仓 |
| VG | VENTURE GLOBAL INC | $20.49万 | 0.00% | 13,000 | 13,000 | — | $20.49万 | 新建仓 |
| WK | WORKIVA INC | $20.48万 | 0.00% | 3,434 | 3,434 | — | $20.48万 | 新建仓 |
| EXI | ISHARES TR | $20.48万 | 0.00% | 1,131 | -5,532 | -83.0% | -$100.15万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $20.45万 | 0.00% | 538 | 538 | — | $20.45万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $20.43万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| SIBN | SI BONE INC | $20.39万 | 0.00% | 16,148 | 16,148 | — | $20.39万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $20.32万 | 0.00% | 1,597 | 1,597 | — | $20.32万 | 新建仓 |
| CYD | CHINA YUCHAI INTL LTD | $20.19万 | 0.00% | 5,245 | 5,245 | — | $20.19万 | 新建仓 |
| CG | CARLYLE GROUP INC | $20.14万 | 0.00% | 4,161 | 4,161 | — | $20.14万 | 新建仓 |
| METC | RAMACO RES INC | $19.73万 | 0.00% | 12,763 | 12,763 | — | $19.73万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $19.22万 | 0.00% | 32,033 | 13,112 | 69.3% | $7.87万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $18.73万 | 0.00% | 22,301 | 22,301 | — | $18.73万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $18.21万 | 0.00% | 16,524 | 16,524 | — | $18.21万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $17.62万 | 0.00% | 15,624 | -1,941 | -11.1% | -$2.19万 | 减仓 |
| WULF | TERAWULF INC | $17.16万 | 0.00% | 11,891 | 11,891 | — | $17.16万 | 新建仓 |
| LADR | LADDER CAP CORP | $17.05万 | 0.00% | 17,452 | 17,452 | — | $17.05万 | 新建仓 |
| — | WESTERN ASSET INFLT LNK INC | $16.77万 | 0.00% | 20,750 | -1,600 | -7.2% | -$1.29万 | 减仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $15.57万 | 0.00% | 27,950 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $14.55万 | 0.00% | 16,208 | 16,208 | — | $14.55万 | 新建仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $13.78万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $13.59万 | 0.00% | 12,181 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $13.58万 | 0.00% | 30,938 | -6,200 | -16.7% | -$2.72万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $13.21万 | 0.00% | 10,058 | 10,058 | — | $13.21万 | 新建仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $13.05万 | 0.00% | 19,772 | 19,772 | — | $13.05万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $12.37万 | 0.00% | 12,998 | 875 | 7.2% | $8,330 | 加仓 |
| — | GIFTIFY INC | $10.00万 | 0.00% | 100,000 | 100,000 | — | $10.00万 | 新建仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $9.45万 | 0.00% | 15,967 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $9.06万 | 0.00% | 27,700 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $8.49万 | 0.00% | 10,454 | -930 | -8.2% | -$7,552 | 减仓 |
| — | GABELLI UTIL TR | $8.17万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| — | NEURAXIS INC | $8.14万 | 0.00% | 11,000 | 11,000 | — | $8.14万 | 新建仓 |
| — | STARFIGHTERS SPACE INC | $8.09万 | 0.00% | 13,660 | 3,660 | 36.6% | $2.17万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $7.99万 | 0.00% | 16,236 | 48 | 0.3% | $236 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $7.55万 | 0.00% | 13,479 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $6.99万 | 0.00% | 10,542 | 88 | 0.8% | $583 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $5.43万 | 0.00% | 500 | 500 | — | $5.43万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $4.97万 | 0.00% | 13,365 | 103 | 0.8% | $383 | 加仓 |
| ABEV | AMBEV SA | $4.92万 | 0.00% | 16,766 | 1,503 | 9.8% | $4,409 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $4.43万 | 0.00% | 5,000 | 5,000 | — | $4.43万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $4.19万 | 0.00% | 10,100 | 10,100 | — | $4.19万 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $3.29万 | 0.00% | 52,000 | 30,000 | 136.4% | $1.90万 | 加仓 |
| SLDP | SOLID POWER INC | $3.17万 | 0.00% | 10,559 | 10,559 | — | $3.17万 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $9,500 | 0.00% | 10,008 | 8 | 0.1% | $8 | 加仓 |
| — | COGNITION THERAPEUTICS INC | $7,625 | 0.00% | 10,040 | 10,040 | — | $7,625 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -126,229 | -100.0% | -$369.60万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFG | AMERICAN FINL GROUP INC OHIO | $0 | 0.00% | 0 | -11,284 | -100.0% | -$154.23万 | 清仓 |