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
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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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,236 | -100.0% | -$133.03万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -8,884 | -100.0% | -$123.41万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -9,868 | -100.0% | -$108.81万 | 清仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | 0.00% | 0 | -6,450 | -100.0% | -$105.23万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -11,703 | -100.0% | -$102.56万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -6,434 | -100.0% | -$89.65万 | 清仓 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -7,559 | -100.0% | -$77.22万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -1,377 | -100.0% | -$58.92万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -8,943 | -100.0% | -$58.21万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -2,672 | -100.0% | -$48.69万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -8,271 | -100.0% | -$44.70万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -4,602 | -100.0% | -$33.67万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,959 | -100.0% | -$30.05万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -1,937 | -100.0% | -$28.58万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -468 | -100.0% | -$26.29万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -3,100 | -100.0% | -$25.42万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -111 | -100.0% | -$23.84万 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEXN | NEXXEN INTL LTD | $0 | 0.00% | 0 | -34,396 | -100.0% | -$22.50万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -5,828 | -100.0% | -$21.79万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -5,794 | -100.0% | -$21.74万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOS | EATON VANCE ENHANCED EQUITY | $0 | 0.00% | 0 | -9,078 | -100.0% | -$21.25万 | 清仓 |
| IMCB | ISHARES TR | $0 | 0.00% | 0 | -2,508 | -100.0% | -$20.74万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLUS | EPLUS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -3,549 | -100.0% | -$20.49万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -12,116 | -100.0% | -$12.71万 | 清仓 |
| BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | -15,731 | -100.0% | -$5.52万 | 清仓 |