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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $458.11万 | 0.11% | 65,276 | 61,158 | 1,485.1% | $429.21万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $453.12万 | 0.11% | 22,274 | 13,930 | 166.9% | $283.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $452.72万 | 0.11% | 16,731 | 6,621 | 65.5% | $179.16万 | 加仓 |
| MMM | 3M CO | $445.93万 | 0.10% | 30,705 | 19,304 | 169.3% | $280.35万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $445.50万 | 0.10% | 487,953 | 36,303 | 8.0% | $33.14万 | 加仓 |
| ARKK | ARK ETF TR | $433.64万 | 0.10% | 64,159 | 5,219 | 8.9% | $35.27万 | 重新持有 |
| BNY | BANK NEW YORK MELLON CORP | $431.32万 | 0.10% | 36,358 | 29,942 | 466.7% | $355.20万 | 加仓 |
| APP | APPLOVIN CORP | $427.45万 | 0.10% | 10,740 | 8,235 | 328.7% | $327.75万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $426.25万 | 0.10% | 93,046 | 11,094 | 13.5% | $50.82万 | 加仓 |
| TGT | TARGET CORP | $425.75万 | 0.10% | 35,127 | 31,110 | 774.5% | $377.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $420.67万 | 0.10% | 28,758 | 22,823 | 384.5% | $333.85万 | 加仓 |
| VB | VANGUARD INDEX FDS | $416.00万 | 0.10% | 15,883 | 6,509 | 69.4% | $170.48万 | 加仓 |
| NKE | NIKE INC | $413.93万 | 0.10% | 78,190 | 66,431 | 564.9% | $351.68万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $413.05万 | 0.10% | 114,040 | 68,539 | 150.6% | $248.25万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $412.46万 | 0.10% | 20,801 | 15,722 | 309.5% | $311.75万 | 加仓 |
| BCI | ABRDN ETFS | $410.30万 | 0.10% | 168,919 | 25,020 | 17.4% | $60.77万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $410.26万 | 0.10% | 178,527 | 121,187 | 211.3% | $278.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $407.48万 | 0.09% | 10,394 | 9,218 | 783.8% | $361.37万 | 加仓 |
| XEL | XCEL ENERGY INC | $407.22万 | 0.09% | 50,966 | 17,961 | 54.4% | $143.51万 | 加仓 |
| ALL | ALLSTATE CORP | $401.56万 | 0.09% | 19,288 | 10,936 | 130.9% | $227.68万 | 加仓 |
| KLAC | KLA CORP | $399.54万 | 0.09% | 2,713 | 1,481 | 120.2% | $218.10万 | 加仓 |
| PGR | PROGRESSIVE CORP | $399.45万 | 0.09% | 20,150 | 17,501 | 660.7% | $346.94万 | 加仓 |
| IUSV | ISHARES TR | $398.53万 | 0.09% | 38,976 | 38,976 | — | $398.53万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $397.27万 | 0.09% | 158,214 | 10,863 | 7.4% | $27.28万 | 加仓 |
| TLH | ISHARES TR | $396.18万 | 0.09% | 39,335 | -1,634 | -4.0% | -$16.46万 | 减仓 |
| SE | SEA LTD | $391.39万 | 0.09% | 47,264 | 45,326 | 2,338.8% | $375.34万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $389.34万 | 0.09% | 41,428 | 27,911 | 206.5% | $262.31万 | 加仓 |
| PLD | PROLOGIS INC. | $387.69万 | 0.09% | 29,330 | 17,327 | 144.4% | $229.03万 | 加仓 |
| SPGI | S&P GLOBAL INC | $386.74万 | 0.09% | 9,093 | 7,920 | 675.2% | $336.85万 | 加仓 |
| INTC | INTEL CORP | $386.39万 | 0.09% | 87,558 | 24,452 | 38.7% | $107.91万 | 加仓 |
| AMLP | ALPS ETF TR | $381.91万 | 0.09% | 72,552 | 6,301 | 9.5% | $33.17万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $378.46万 | 0.09% | 213,218 | 5,893 | 2.8% | $10.46万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $377.09万 | 0.09% | 8,180 | 5,301 | 184.1% | $244.37万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $376.65万 | 0.09% | 40,181 | 29,014 | 259.8% | $271.98万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $375.43万 | 0.09% | 8,448 | 2,833 | 50.5% | $125.90万 | 加仓 |
| BA | BOEING CO | $373.10万 | 0.09% | 18,746 | 6,907 | 58.3% | $137.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $369.46万 | 0.09% | 41,239 | 21,510 | 109.0% | $192.71万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $364.42万 | 0.08% | 61,899 | 29,469 | 90.9% | $173.49万 | 加仓 |
| CME | CME GROUP INC | $362.47万 | 0.08% | 12,272 | 10,790 | 728.1% | $318.70万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $361.01万 | 0.08% | 36,695 | 33,120 | 926.4% | $325.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $358.04万 | 0.08% | 16,739 | 3,901 | 30.4% | $83.44万 | 加仓 |
| SHEL | SHELL PLC | $357.94万 | 0.08% | 38,488 | 24,972 | 184.8% | $232.24万 | 加仓 |
| NVR | NVR INC | $356.51万 | 0.08% | 541 | 541 | — | $356.51万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $356.48万 | 0.08% | 32,473 | 28,653 | 750.1% | $314.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $356.47万 | 0.08% | 18,574 | 7,613 | 69.5% | $146.11万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $353.53万 | 0.08% | 188,248 | -1,352 | -0.7% | -$2.54万 | 减仓 |
| TSN | TYSON FOODS INC | $353.03万 | 0.08% | 55,100 | 50,405 | 1,073.6% | $322.94万 | 加仓 |
| DHI | D R HORTON INC | $352.50万 | 0.08% | 25,688 | 12,027 | 88.0% | $165.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $350.18万 | 0.08% | 25,126 | 19,758 | 368.1% | $275.36万 | 加仓 |
| IHDG | WISDOMTREE TR | $349.91万 | 0.08% | 72,670 | 72,670 | — | $349.91万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $348.39万 | 0.08% | 11,457 | 8,901 | 348.2% | $270.66万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $347.59万 | 0.08% | 21,177 | 16,847 | 389.1% | $276.52万 | 加仓 |
| AON | AON PLC | $346.15万 | 0.08% | 10,724 | 8,924 | 495.8% | $288.05万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $341.76万 | 0.08% | 26,072 | 977 | 3.9% | $12.81万 | 加仓 |
| VST | VISTRA CORP | $341.63万 | 0.08% | 22,726 | 22,726 | — | $341.63万 | 新建仓 |
| GEN | GEN DIGITAL INC | $341.44万 | 0.08% | 181,325 | 181,325 | — | $341.44万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $339.97万 | 0.08% | 74,084 | 31,833 | 75.3% | $146.08万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $335.87万 | 0.08% | 293,967 | -158,745 | -35.1% | -$181.37万 | 减仓 |
| CRH | CRH PLC | $334.88万 | 0.08% | 31,781 | 28,953 | 1,023.8% | $305.08万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $331.81万 | 0.08% | 80,303 | 18,449 | 29.8% | $76.23万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $331.59万 | 0.08% | 28,857 | -511 | -1.7% | -$5.87万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $331.38万 | 0.08% | 11,546 | 9,444 | 449.3% | $271.05万 | 加仓 |
| GM | GENERAL MTRS CO | $330.69万 | 0.08% | 44,387 | -888 | -2.0% | -$6.62万 | 减仓 |
| FSK | FS KKR CAP CORP | $324.48万 | 0.08% | 303,022 | 4,781 | 1.6% | $5.12万 | 加仓 |
| NTAP | NETAPP INC | $323.06万 | 0.07% | 31,552 | 31,552 | — | $323.06万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $320.51万 | 0.07% | 7,379 | 6,359 | 623.4% | $276.21万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $320.09万 | 0.07% | 68,061 | -2,980 | -4.2% | -$14.01万 | 减仓 |
| WM | WASTE MGMT INC DEL | $320.03万 | 0.07% | 13,927 | 10,156 | 269.3% | $233.37万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $316.93万 | 0.07% | 8,118 | 6,417 | 377.2% | $250.53万 | 加仓 |
| PFF | ISHARES TR | $316.19万 | 0.07% | 104,283 | 39,186 | 60.2% | $118.81万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $315.82万 | 0.07% | 96,522 | 96,522 | — | $315.82万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $315.50万 | 0.07% | 57,836 | 711 | 1.2% | $3.88万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $314.85万 | 0.07% | 13,485 | 10,758 | 394.5% | $251.18万 | 加仓 |
| EMR | EMERSON ELEC CO | $311.80万 | 0.07% | 23,798 | 20,084 | 540.8% | $263.14万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $309.51万 | 0.07% | 12,633 | -87 | -0.7% | -$2.13万 | 减仓 |
| PYLD | PIMCO ETF TR | $308.49万 | 0.07% | 117,744 | 15,249 | 14.9% | $39.95万 | 加仓 |
| MCK | MCKESSON CORP | $307.36万 | 0.07% | 3,550 | 2,496 | 236.8% | $216.10万 | 加仓 |
| ITOT | ISHARES TR | $304.87万 | 0.07% | 21,405 | 21,405 | — | $304.87万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $304.71万 | 0.07% | 206,303 | 34,787 | 20.3% | $51.38万 | 重新持有 |
| CSX | CSX CORP | $303.39万 | 0.07% | 73,907 | 49,784 | 206.4% | $204.36万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $303.25万 | 0.07% | 73,856 | 73,856 | — | $303.25万 | 新建仓 |
| DE | DEERE & CO | $300.97万 | 0.07% | 5,336 | 3,387 | 173.8% | $191.04万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $300.09万 | 0.07% | 32,352 | -1,342 | -4.0% | -$12.45万 | 减仓 |
| PPG | PPG INDS INC | $296.00万 | 0.07% | 27,695 | 25,530 | 1,179.2% | $272.86万 | 重新持有 |
| FEOE | RBB FUND TRUST | $295.73万 | 0.07% | 58,608 | 58,608 | — | $295.73万 | 新建仓 |
| AFL | AFLAC INC | $295.63万 | 0.07% | 26,946 | 12,247 | 83.3% | $134.36万 | 加仓 |
| EG | EVEREST GROUP LTD | $294.88万 | 0.07% | 9,022 | 8,118 | 898.0% | $265.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $294.19万 | 0.07% | 58,271 | 5,707 | 10.9% | $28.81万 | 加仓 |
| ING | ING GROEP N.V. | $293.66万 | 0.07% | 112,727 | 72,363 | 179.3% | $188.51万 | 加仓 |
| MO | ALTRIA GROUP INC | $293.13万 | 0.07% | 43,819 | 16,996 | 63.4% | $113.70万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $292.82万 | 0.07% | 262,620 | 9,219 | 3.6% | $10.28万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $292.40万 | 0.07% | 37,162 | 19,715 | 113.0% | $155.12万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $290.43万 | 0.07% | 9,609 | 8,760 | 1,031.8% | $264.77万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $290.39万 | 0.07% | 9,060 | 4,470 | 97.4% | $143.27万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $290.18万 | 0.07% | 23,634 | 17,098 | 261.6% | $209.93万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $286.71万 | 0.07% | 4,870 | 3,344 | 219.1% | $196.87万 | 加仓 |
| TIP | ISHARES TR | $286.30万 | 0.07% | 25,942 | 11,935 | 85.2% | $131.72万 | 加仓 |
| BBY | BEST BUY INC | $285.05万 | 0.07% | 44,393 | 44,393 | — | $285.05万 | 新建仓 |
| GIGB | GOLDMAN SACHS ETF TR | $283.29万 | 0.07% | 61,853 | 23,240 | 60.2% | $106.44万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $282.58万 | 0.07% | 14,461 | 8,498 | 142.5% | $166.06万 | 加仓 |