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 |
|---|---|---|---|---|---|---|---|---|
| LMBS | FIRST TR EXCHANGE-TRADED FD | $931.49万 | 0.22% | 187,009 | -149,067 | -44.4% | -$742.50万 | 减仓 |
| BLK | BLACKROCK INC | $926.27万 | 0.21% | 9,631 | 5,925 | 159.9% | $569.84万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $924.93万 | 0.21% | 214,105 | 62,369 | 41.1% | $269.43万 | 加仓 |
| MCD | MCDONALDS CORP | $923.47万 | 0.21% | 29,714 | 9,617 | 47.9% | $298.88万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $923.17万 | 0.21% | 84,710 | 46,516 | 121.8% | $506.93万 | 加仓 |
| APH | AMPHENOL CORP | $895.67万 | 0.21% | 70,783 | 59,192 | 510.7% | $749.00万 | 加仓 |
| PFE | PFIZER INC | $894.59万 | 0.21% | 318,584 | 275,671 | 642.4% | $774.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $892.44万 | 0.21% | 122,622 | 38,389 | 45.6% | $279.39万 | 加仓 |
| AZN | ASTRAZENECA PLC | $891.36万 | 0.21% | 45,217 | 45,217 | — | $891.36万 | 新建仓 |
| IEF | ISHARES TR | $889.97万 | 0.21% | 93,249 | 80,178 | 613.4% | $765.22万 | 加仓 |
| IUSB | ISHARES TR | $886.08万 | 0.21% | 191,834 | 126,599 | 194.1% | $584.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $855.81万 | 0.20% | 39,393 | 3,675 | 10.3% | $79.84万 | 加仓 |
| IWM | ISHARES TR 看涨期权 | $852.89万 | 0.20% | 35,276 | 35,276 | — | $852.89万 | 新建仓 |
| IDEV | ISHARES TR | $848.79万 | 0.20% | 101,566 | 101,566 | — | $848.79万 | 新建仓 |
| TJX | TJX COS INC NEW | $829.51万 | 0.19% | 51,941 | 41,726 | 408.5% | $666.37万 | 加仓 |
| LIN | LINDE PLC | $822.09万 | 0.19% | 16,582 | 11,360 | 217.5% | $563.20万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $809.99万 | 0.19% | 16,211 | 7,090 | 77.7% | $354.26万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $807.15万 | 0.19% | 50,346 | 23,616 | 88.4% | $378.61万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $807.00万 | 0.19% | 100,112 | 100,112 | — | $807.00万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $802.49万 | 0.19% | 25,224 | 15,945 | 171.8% | $507.29万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $799.63万 | 0.19% | 49,442 | 28,128 | 132.0% | $454.91万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $797.00万 | 0.18% | 268,441 | -15,716 | -5.5% | -$46.66万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $793.43万 | 0.18% | 11,372 | 7,043 | 162.7% | $491.39万 | 加仓 |
| SO | SOUTHERN CO | $791.50万 | 0.18% | 82,004 | 74,948 | 1,062.2% | $723.39万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $791.28万 | 0.18% | 40,330 | 5,049 | 14.3% | $99.06万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $788.25万 | 0.18% | 8,805 | 7,766 | 747.4% | $695.23万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $777.68万 | 0.18% | 165,640 | 16,413 | 11.0% | $77.06万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $773.61万 | 0.18% | 15,725 | 8,089 | 105.9% | $397.95万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $770.86万 | 0.18% | 15,897 | 13,801 | 658.4% | $669.22万 | 加仓 |
| SLV | ISHARES SILVER TR | $768.32万 | 0.18% | 112,756 | 82,528 | 273.0% | $562.35万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $759.04万 | 0.18% | 252,425 | 6,451 | 2.6% | $19.40万 | 加仓 |
| AMGN | AMGEN INC | $754.49万 | 0.17% | 21,443 | 10,271 | 91.9% | $361.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $745.38万 | 0.17% | 44,913 | 32,382 | 258.4% | $537.42万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $743.50万 | 0.17% | 221,742 | 41,814 | 23.2% | $140.20万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $727.87万 | 0.17% | 140,420 | 124,920 | 805.9% | $647.52万 | 加仓 |
| NVS | NOVARTIS AG | $725.83万 | 0.17% | 47,517 | 37,876 | 392.9% | $578.56万 | 加仓 |
| ETN | EATON CORP PLC | $716.71万 | 0.17% | 20,039 | 16,125 | 412.0% | $576.72万 | 加仓 |
| EFG | ISHARES TR | $706.27万 | 0.16% | 63,417 | 58,803 | 1,274.4% | $654.89万 | 加仓 |
| SGOV | ISHARES TR | $697.78万 | 0.16% | 69,321 | -11,950 | -14.7% | -$120.29万 | 减仓 |
| BAC | BANK AMERICA CORP | $692.89万 | 0.16% | 142,132 | 60,122 | 73.3% | $293.09万 | 加仓 |
| QCOM | QUALCOMM INC | $690.93万 | 0.16% | 53,652 | 32,160 | 149.6% | $414.16万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $687.54万 | 0.16% | 62,019 | 38,686 | 165.8% | $428.87万 | 加仓 |
| ASML | ASML HLDG NV | $683.75万 | 0.16% | 5,176 | 4,168 | 413.5% | $550.60万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $681.39万 | 0.16% | 410,228 | 374,787 | 1,057.5% | $622.52万 | 加仓 |
| UNP | UNION PAC CORP | $676.90万 | 0.16% | 27,899 | 15,426 | 123.7% | $374.27万 | 加仓 |
| PEP | PEPSICO INC | $675.80万 | 0.16% | 43,519 | 19,091 | 78.2% | $296.46万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $675.48万 | 0.16% | 37,027 | 5,669 | 18.1% | $103.42万 | 加仓 |
| — | HONEYWELL INTL INC | $673.82万 | 0.16% | 29,811 | 17,150 | 135.5% | $387.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $654.54万 | 0.15% | 130,387 | 52,526 | 67.5% | $263.68万 | 加仓 |
| EEM | ISHARES TR | $651.51万 | 0.15% | 114,722 | 27,743 | 31.9% | $157.55万 | 加仓 |
| UBS | UBS GROUP AG | $649.17万 | 0.15% | 166,156 | 17,303 | 11.6% | $67.60万 | 加仓 |
| MDT | MEDTRONIC PLC | $648.47万 | 0.15% | 74,439 | 44,964 | 152.5% | $391.70万 | 加仓 |
| GEV | GE VERNOVA INC | $644.47万 | 0.15% | 7,380 | 2,060 | 38.7% | $179.89万 | 加仓 |
| IWD | ISHARES TR | $640.66万 | 0.15% | 29,984 | 23,619 | 371.1% | $504.66万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $634.89万 | 0.15% | 77,021 | 9,710 | 14.4% | $80.04万 | 加仓 |
| ORCL | ORACLE CORP | $632.62万 | 0.15% | 43,004 | 11,820 | 37.9% | $173.88万 | 加仓 |
| WFC | WELLS FARGO & CO | $630.56万 | 0.15% | 79,206 | 63,614 | 408.0% | $506.43万 | 加仓 |
| GE | GE AEROSPACE | $624.88万 | 0.14% | 21,988 | 5,503 | 33.4% | $156.39万 | 加仓 |
| SDY | SPDR SERIES TRUST | $622.99万 | 0.14% | 42,688 | 11,075 | 35.0% | $161.63万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $622.62万 | 0.14% | 138,822 | 154 | 0.1% | $6,907 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $621.83万 | 0.14% | 245,589 | 57,166 | 30.3% | $144.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $603.29万 | 0.14% | 19,944 | 15,001 | 303.5% | $453.77万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $598.15万 | 0.14% | 97,642 | 59,348 | 155.0% | $363.57万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $595.66万 | 0.14% | 79,904 | 13,974 | 21.2% | $104.17万 | 加仓 |
| C | CITIGROUP INC | $586.65万 | 0.14% | 51,728 | 44,110 | 579.0% | $500.25万 | 加仓 |
| TFLO | ISHARES TR | $579.82万 | 0.13% | 114,522 | -88,269 | -43.5% | -$446.91万 | 减仓 |
| SOXX | ISHARES TR | $577.11万 | 0.13% | 17,559 | 14,940 | 570.4% | $491.03万 | 加仓 |
| COP | CONOCOPHILLIPS | $570.93万 | 0.13% | 43,252 | 22,332 | 106.7% | $294.78万 | 加仓 |
| LOW | LOWES COS INC | $570.52万 | 0.13% | 24,146 | 15,757 | 187.8% | $372.31万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $569.54万 | 0.13% | 32,836 | 28,404 | 640.9% | $492.66万 | 加仓 |
| ROST | ROSS STORES INC | $565.31万 | 0.13% | 26,095 | 21,431 | 459.5% | $464.27万 | 加仓 |
| WELL | WELLTOWER INC | $557.88万 | 0.13% | 28,217 | 26,740 | 1,810.4% | $528.68万 | 加仓 |
| NET | CLOUDFLARE INC | $556.91万 | 0.13% | 26,990 | 25,749 | 2,074.9% | $531.30万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $541.46万 | 0.13% | 19,579 | 4,315 | 28.3% | $119.33万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $541.27万 | 0.13% | 23,486 | 20,422 | 666.5% | $470.65万 | 加仓 |
| — | AMICUS THERAPEUTIC | $530.94万 | 0.12% | 367,179 | -378 | -0.1% | -$5,466 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $526.88万 | 0.12% | 157,443 | 157,443 | — | $526.88万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $521.29万 | 0.12% | 25,496 | 6,681 | 35.5% | $136.60万 | 加仓 |
| EWJ | ISHARES INC | $519.62万 | 0.12% | 61,537 | 9,759 | 18.8% | $82.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $518.99万 | 0.12% | 72,152 | 28,092 | 63.8% | $202.07万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $518.19万 | 0.12% | 161,129 | 161,129 | — | $518.19万 | 新建仓 |
| IAU | ISHARES GOLD TR | $517.46万 | 0.12% | 58,696 | 4,275 | 7.9% | $37.69万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $512.91万 | 0.12% | 39,052 | 34,586 | 774.4% | $454.25万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $505.30万 | 0.12% | 49,215 | 22,026 | 81.0% | $226.14万 | 加仓 |
| TMUS | T-MOBILE US INC | $505.28万 | 0.12% | 24,058 | 19,221 | 397.4% | $403.69万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $502.07万 | 0.12% | 80,011 | 64,908 | 429.8% | $407.30万 | 加仓 |
| IUSG | ISHARES TR | $496.14万 | 0.12% | 31,986 | 31,986 | — | $496.14万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $494.12万 | 0.11% | 14,397 | 5,394 | 59.9% | $185.13万 | 加仓 |
| ETR | ENTERGY CORP NEW | $491.51万 | 0.11% | 43,744 | 36,633 | 515.2% | $411.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $485.59万 | 0.11% | 14,207 | 7,573 | 114.2% | $258.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $484.64万 | 0.11% | 33,056 | 28,696 | 658.2% | $420.72万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $479.96万 | 0.11% | 344,796 | 344,796 | — | $479.96万 | 新建仓 |
| CMI | CUMMINS INC | $474.57万 | 0.11% | 8,820 | 7,625 | 638.1% | $410.27万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $473.36万 | 0.11% | 143,660 | 78,793 | 121.5% | $259.62万 | 加仓 |
| CRM | SALESFORCE INC | $472.01万 | 0.11% | 25,285 | 13,216 | 109.5% | $246.71万 | 加仓 |
| CAT | CATERPILLAR INC | $465.47万 | 0.11% | 6,570 | 2,731 | 71.1% | $193.48万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $462.21万 | 0.11% | 44,546 | 41,798 | 1,521.0% | $433.70万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $461.82万 | 0.11% | 23,454 | 22,226 | 1,809.9% | $437.64万 | 重新持有 |
| COR | CENCORA INC | $459.93万 | 0.11% | 14,641 | 11,696 | 397.1% | $367.41万 | 加仓 |
| SIL | GLOBAL X FDS | $459.21万 | 0.11% | 50,978 | 50,978 | — | $459.21万 | 新建仓 |