13F 机构持仓

ELEVATION POINT WEALTH PARTNERS, LLC

DENVER CO · SEC CIK 0001744349

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$54.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.5%
GLD 3.1%
NVDA 2.0%
MSFT 2.0%
VOO 1.9%
GOOGL 1.6%
EXXON MOBIL CO 1.5%
AMZN 1.5%
IVV 1.3%
AVGO 1.2%

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 61,1581,485.1% $429.21万 加仓
AMD ADVANCED MICRO DEVICES INC $453.12万0.11%22,274 13,930166.9% $283.38万 加仓
UNH UNITEDHEALTH GROUP INC $452.72万0.11%16,731 6,62165.5% $179.16万 加仓
MMM 3M CO $445.93万0.10%30,705 19,304169.3% $280.35万 加仓
OWL BLUE OWL CAPITAL INC $445.50万0.10%487,953 36,3038.0% $33.14万 加仓
ARKK ARK ETF TR $433.64万0.10%64,159 5,2198.9% $35.27万 重新持有
BNY BANK NEW YORK MELLON CORP $431.32万0.10%36,358 29,942466.7% $355.20万 加仓
APP APPLOVIN CORP $427.45万0.10%10,740 8,235328.7% $327.75万 加仓
DBND DOUBLELINE ETF TRUST $426.25万0.10%93,046 11,09413.5% $50.82万 加仓
TGT TARGET CORP $425.75万0.10%35,127 31,110774.5% $377.06万 加仓
PLTR PALANTIR TECHNOLOGIES INC $420.67万0.10%28,758 22,823384.5% $333.85万 加仓
VB VANGUARD INDEX FDS $416.00万0.10%15,883 6,50969.4% $170.48万 加仓
NKE NIKE INC $413.93万0.10%78,190 66,431564.9% $351.68万 加仓
THRO BLACKROCK ETF TRUST $413.05万0.10%114,040 68,539150.6% $248.25万 加仓
ACN ACCENTURE PLC IRELAND $412.46万0.10%20,801 15,722309.5% $311.75万 加仓
BCI ABRDN ETFS $410.30万0.10%168,919 25,02017.4% $60.77万 加仓
PZA INVESCO EXCH TRADED FD TR II $410.26万0.10%178,527 121,187211.3% $278.49万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $407.48万0.09%10,394 9,218783.8% $361.37万 加仓
XEL XCEL ENERGY INC $407.22万0.09%50,966 17,96154.4% $143.51万 加仓
ALL ALLSTATE CORP $401.56万0.09%19,288 10,936130.9% $227.68万 加仓
KLAC KLA CORP $399.54万0.09%2,713 1,481120.2% $218.10万 加仓
PGR PROGRESSIVE CORP $399.45万0.09%20,150 17,501660.7% $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 10,8637.4% $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 45,3262,338.8% $375.34万 加仓
SCHW SCHWAB CHARLES CORP $389.34万0.09%41,428 27,911206.5% $262.31万 加仓
PLD PROLOGIS INC. $387.69万0.09%29,330 17,327144.4% $229.03万 加仓
SPGI S&P GLOBAL INC $386.74万0.09%9,093 7,920675.2% $336.85万 加仓
INTC INTEL CORP $386.39万0.09%87,558 24,45238.7% $107.91万 加仓
AMLP ALPS ETF TR $381.91万0.09%72,552 6,3019.5% $33.17万 加仓
FPE FIRST TR EXCH TRADED FD III $378.46万0.09%213,218 5,8932.8% $10.46万 加仓
ISRG INTUITIVE SURGICAL INC $377.09万0.09%8,180 5,301184.1% $244.37万 加仓
VONV VANGUARD SCOTTSDALE FDS $376.65万0.09%40,181 29,014259.8% $271.98万 重新持有
AMP AMERIPRISE FINL INC $375.43万0.09%8,448 2,83350.5% $125.90万 加仓
BA BOEING CO $373.10万0.09%18,746 6,90758.3% $137.47万 加仓
SBUX STARBUCKS CORP $369.46万0.09%41,239 21,510109.0% $192.71万 加仓
BTI BRITISH AMERN TOB PLC $364.42万0.08%61,899 29,46990.9% $173.49万 加仓
CME CME GROUP INC $362.47万0.08%12,272 10,790728.1% $318.70万 加仓
UPS UNITED PARCEL SVCS INC $361.01万0.08%36,695 33,120926.4% $325.84万 加仓
LRCX LAM RESEARCH CORP $358.04万0.08%16,739 3,90130.4% $83.44万 加仓
SHEL SHELL PLC $357.94万0.08%38,488 24,972184.8% $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 28,653750.1% $314.55万 加仓
RSP INVESCO EXCHANGE TRADED FD T $356.47万0.08%18,574 7,61369.5% $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 50,4051,073.6% $322.94万 加仓
DHI D R HORTON INC $352.50万0.08%25,688 12,02788.0% $165.04万 加仓
GILD GILEAD SCIENCES INC $350.18万0.08%25,126 19,758368.1% $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 8,901348.2% $270.66万 加仓
DELL DELL TECHNOLOGIES INC $347.59万0.08%21,177 16,847389.1% $276.52万 加仓
AON AON PLC $346.15万0.08%10,724 8,924495.8% $288.05万 加仓
AEP AMERICAN ELEC PWR CO INC $341.76万0.08%26,072 9773.9% $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 31,83375.3% $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 28,9531,023.8% $305.08万 加仓
GCOR GOLDMAN SACHS ETF TR $331.81万0.08%80,303 18,44929.8% $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 9,444449.3% $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 4,7811.6% $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 6,359623.4% $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 10,156269.3% $233.37万 加仓
CRWD CROWDSTRIKE HLDGS INC $316.93万0.07%8,118 6,417377.2% $250.53万 加仓
PFF ISHARES TR $316.19万0.07%104,283 39,18660.2% $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 7111.2% $3.88万 加仓
FERG FERGUSON ENTERPRISES INC $314.85万0.07%13,485 10,758394.5% $251.18万 加仓
EMR EMERSON ELEC CO $311.80万0.07%23,798 20,084540.8% $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 15,24914.9% $39.95万 加仓
MCK MCKESSON CORP $307.36万0.07%3,550 2,496236.8% $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 34,78720.3% $51.38万 重新持有
CSX CSX CORP $303.39万0.07%73,907 49,784206.4% $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 3,387173.8% $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 25,5301,179.2% $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 12,24783.3% $134.36万 加仓
EG EVEREST GROUP LTD $294.88万0.07%9,022 8,118898.0% $265.33万 加仓
JAAA JANUS DETROIT STR TR $294.19万0.07%58,271 5,70710.9% $28.81万 加仓
ING ING GROEP N.V. $293.66万0.07%112,727 72,363179.3% $188.51万 加仓
MO ALTRIA GROUP INC $293.13万0.07%43,819 16,99663.4% $113.70万 加仓
BGB BLACKSTONE STRATEGIC CRED 20 $292.82万0.07%262,620 9,2193.6% $10.28万 加仓
CP CANADIAN PACIFIC KANSAS CITY $292.40万0.07%37,162 19,715113.0% $155.12万 加仓
VBK VANGUARD INDEX FDS $290.43万0.07%9,609 8,7601,031.8% $264.77万 加仓
SHW SHERWIN WILLIAMS CO $290.39万0.07%9,060 4,47097.4% $143.27万 加仓
ANET ARISTA NETWORKS INC $290.18万0.07%23,634 17,098261.6% $209.93万 加仓
MLM MARTIN MARIETTA MATLS INC $286.71万0.07%4,870 3,344219.1% $196.87万 加仓
TIP ISHARES TR $286.30万0.07%25,942 11,93585.2% $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 23,24060.2% $106.44万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $282.58万0.07%14,461 8,498142.5% $166.06万 加仓