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 |
|---|---|---|---|---|---|---|---|---|
| FDXF | FEDEX FGHT HLDG CO INC | $28.13万 | 0.01% | 1,863 | 1,863 | — | $28.13万 | 新建仓 |
| COWG | PACER FDS TR | $28.06万 | 0.01% | 6,990 | 6,990 | — | $28.06万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $28.04万 | 0.01% | 6,417 | 70 | 1.1% | $3,058 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $27.74万 | 0.01% | 9,151 | 9,151 | — | $27.74万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $27.73万 | 0.01% | 5,681 | 515 | 10.0% | $2.51万 | 加仓 |
| ILF | ISHARES TR | $27.56万 | 0.01% | 8,165 | 8,165 | — | $27.56万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $27.55万 | 0.01% | 13,400 | -5,205 | -28.0% | -$10.70万 | 减仓 |
| WPC | WP CAREY INC | $27.55万 | 0.01% | 3,838 | 540 | 16.4% | $3.88万 | 重新持有 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $27.54万 | 0.01% | 6,226 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $27.47万 | 0.01% | 1,482 | -35 | -2.3% | -$6,488 | 减仓 |
| ZS | ZSCALER INC | $27.41万 | 0.01% | 1,942 | -37 | -1.9% | -$5,223 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $27.34万 | 0.01% | 2,038 | -1,011 | -33.2% | -$13.56万 | 减仓 |
| STIP | ISHARES TR | $27.30万 | 0.01% | 2,672 | 2,672 | — | $27.30万 | 新建仓 |
| CTS | CTS CORP | $27.24万 | 0.01% | 4,177 | 4,177 | — | $27.24万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $27.21万 | 0.01% | 2,808 | -152 | -5.1% | -$1.47万 | 减仓 |
| GMED | GLOBUS MED INC | $27.20万 | 0.01% | 3,442 | 3,442 | — | $27.20万 | 新建仓 |
| GVI | ISHARES TR | $27.15万 | 0.01% | 2,559 | 624 | 32.2% | $6.62万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $27.11万 | 0.01% | 10,229 | -503 | -4.7% | -$1.33万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $27.09万 | 0.01% | 1,771 | 1,771 | — | $27.09万 | 新建仓 |
| OIH | VANECK ETF TRUST | $27.08万 | 0.01% | 728 | -8 | -1.1% | -$2,976 | 减仓 |
| — | ELECTRONIC ARTS INC | $27.07万 | 0.01% | 1,320 | -38 | -2.8% | -$7,793 | 减仓 |
| MSTR | STRATEGY INC | $27.03万 | 0.01% | 3,109 | 1,314 | 73.2% | $11.42万 | 加仓 |
| SF | STIFEL FINL CORP | $26.94万 | 0.00% | 3,861 | 100 | 2.7% | $6,977 | 加仓 |
| IWB | ISHARES TR | $26.81万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $26.77万 | 0.00% | 2,370 | -373 | -13.6% | -$4.21万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $26.75万 | 0.00% | 2,128 | -191 | -8.2% | -$2.40万 | 减仓 |
| SIBN | SI BONE INC | $26.75万 | 0.00% | 16,389 | 241 | 1.5% | $3,933 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $26.68万 | 0.00% | 1,365 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $26.56万 | 0.00% | 785 | -14 | -1.8% | -$4,738 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $26.51万 | 0.00% | 7,836 | 193 | 2.5% | $6,529 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $26.51万 | 0.00% | 3,329 | -10,342 | -75.6% | -$82.35万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $26.51万 | 0.00% | 4,776 | -130 | -2.6% | -$7,215 | 减仓 |
| VG | VENTURE GLOBAL INC | $26.49万 | 0.00% | 23,801 | 10,801 | 83.1% | $12.02万 | 加仓 |
| USO | UNITED STS OIL FD LP | $26.48万 | 0.00% | 2,488 | 2,488 | — | $26.48万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $26.38万 | 0.00% | 3,370 | 133 | 4.1% | $1.04万 | 加仓 |
| AORT | ARTIVION INC | $26.33万 | 0.00% | 11,718 | 97 | 0.8% | $2,180 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $26.21万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $26.19万 | 0.00% | 7,525 | 65 | 0.9% | $2,262 | 加仓 |
| FUL | FULLER H B CO | $26.17万 | 0.00% | 4,489 | -5 | -0.1% | -$291 | 减仓 |
| IPAR | INTERPARFUMS INC | $26.16万 | 0.00% | 2,339 | -13 | -0.6% | -$1,454 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $26.15万 | 0.00% | 5,515 | 270 | 5.1% | $1.28万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $26.05万 | 0.00% | 1,780 | -88 | -4.7% | -$1.29万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $25.99万 | 0.00% | 1,541 | -369 | -19.3% | -$6.22万 | 减仓 |
| UI | UBIQUITI INC | $25.77万 | 0.00% | 483 | 2 | 0.4% | $1,067 | 加仓 |
| THO | THOR INDS INC | $25.71万 | 0.00% | 3,421 | 794 | 30.2% | $5.97万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $25.65万 | 0.00% | 13,274 | 13,274 | — | $25.65万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $25.62万 | 0.00% | 3,142 | 3,142 | — | $25.62万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $25.62万 | 0.00% | 4,900 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $25.60万 | 0.00% | 1,692 | 60 | 3.7% | $9,078 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $25.43万 | 0.00% | 16,738 | -580 | -3.3% | -$8,810 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.42万 | 0.00% | 5,035 | 95 | 1.9% | $4,797 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $25.42万 | 0.00% | 2,621 | -184 | -6.6% | -$1.78万 | 减仓 |
| LOGI | LOGITECH INTL S A | $25.26万 | 0.00% | 2,686 | 24 | 0.9% | $2,257 | 加仓 |
| KEY | KEYCORP | $25.25万 | 0.00% | 10,954 | -210 | -1.9% | -$4,840 | 减仓 |
| TOL | TOLL BROTHERS INC | $25.16万 | 0.00% | 1,527 | -16 | -1.0% | -$2,636 | 减仓 |
| OMCL | OMNICELL COM | $25.14万 | 0.00% | 6,054 | 6,054 | — | $25.14万 | 新建仓 |
| SGOL | ETFS GOLD TR | $25.02万 | 0.00% | 6,545 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $24.98万 | 0.00% | 1,714 | -254 | -12.9% | -$3.70万 | 减仓 |
| — | ATKORE INC | $24.84万 | 0.00% | 3,267 | 3,267 | — | $24.84万 | 新建仓 |
| GGG | GRACO INC | $24.82万 | 0.00% | 3,282 | -126 | -3.7% | -$9,527 | 减仓 |
| DON | WISDOMTREE TR | $24.75万 | 0.00% | 4,379 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $24.73万 | 0.00% | 3,855 | 611 | 18.8% | $3.92万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $24.71万 | 0.00% | 2,160 | -795 | -26.9% | -$9.10万 | 减仓 |
| RBRK | RUBRIK INC. | $24.69万 | 0.00% | 3,076 | 3,076 | — | $24.69万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.57万 | 0.00% | 726 | 4 | 0.6% | $1,354 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $24.47万 | 0.00% | 2,970 | -63 | -2.1% | -$5,191 | 减仓 |
| GPN | GLOBAL PMTS INC | $24.47万 | 0.00% | 3,372 | 42 | 1.3% | $3,048 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $24.47万 | 0.00% | 1,896 | -355 | -15.8% | -$4.58万 | 减仓 |
| RBA | RB GLOBAL INC | $24.32万 | 0.00% | 2,089 | 2,089 | — | $24.32万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $24.30万 | 0.00% | 30,609 | 528 | 1.8% | $4,192 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.29万 | 0.00% | 6,723 | 6,723 | — | $24.29万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $24.25万 | 0.00% | 5,294 | -47 | -0.9% | -$2,153 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.24万 | 0.00% | 675 | 675 | — | $24.24万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.23万 | 0.00% | 4,603 | 2,049 | 80.2% | $10.79万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $24.16万 | 0.00% | 1,996 | 1,996 | — | $24.16万 | 新建仓 |
| IYF | ISHARES TR | $24.14万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $24.11万 | 0.00% | 2,024 | -105 | -4.9% | -$1.25万 | 减仓 |
| RL | RALPH LAUREN CORP | $24.09万 | 0.00% | 599 | -56 | -8.5% | -$2.25万 | 减仓 |
| IWY | ISHARES TR | $23.95万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $23.91万 | 0.00% | 3,811 | 65 | 1.7% | $4,079 | 加仓 |
| ALC | ALCON AG | $23.83万 | 0.00% | 3,551 | -470 | -11.7% | -$3.15万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $23.74万 | 0.00% | 985 | 985 | — | $23.74万 | 新建仓 |
| ICLN | ISHARES TR | $23.69万 | 0.00% | 11,564 | 11,564 | — | $23.69万 | 新建仓 |
| AAXJ | ISHARES TR | $23.66万 | 0.00% | 1,983 | 1,983 | — | $23.66万 | 新建仓 |
| SNA | SNAP ON INC | $23.60万 | 0.00% | 586 | 2 | 0.3% | $805 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $23.58万 | 0.00% | 7,852 | -44 | -0.6% | -$1,321 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $23.52万 | 0.00% | 438 | 19 | 4.5% | $1.02万 | 加仓 |
| CAVA | CAVA GROUP INC | $23.45万 | 0.00% | 2,988 | -32 | -1.1% | -$2,511 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $23.45万 | 0.00% | 6,532 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.34万 | 0.00% | 13,824 | 1,545 | 12.6% | $2.61万 | 加仓 |
| IJT | ISHARES TR | $23.15万 | 0.00% | 1,296 | 1,296 | — | $23.15万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.11万 | 0.00% | 2,608 | 2,608 | — | $23.11万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.94万 | 0.00% | 3,584 | -3,611 | -50.2% | -$23.11万 | 减仓 |
| XYZ | BLOCK INC | $22.81万 | 0.00% | 3,001 | 3,001 | — | $22.81万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $22.80万 | 0.00% | 16,524 | 900 | 5.8% | $1.24万 | 加仓 |
| NSP | INSPERITY INC | $22.73万 | 0.00% | 5,502 | 5,502 | — | $22.73万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $22.71万 | 0.00% | 3,724 | 3,724 | — | $22.71万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $22.70万 | 0.00% | 1,710 | 1,710 | — | $22.70万 | 新建仓 |
| EXI | ISHARES TR | $22.68万 | 0.00% | 1,131 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $22.67万 | 0.00% | 2,578 | 2,578 | — | $22.67万 | 新建仓 |