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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $282.41万 | 0.07% | 34,449 | 17,746 | 106.2% | $145.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $282.17万 | 0.07% | 670 | 527 | 368.5% | $221.95万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $281.67万 | 0.07% | 70,172 | 8,640 | 14.0% | $34.68万 | 加仓 |
| MELI | MERCADOLIBRE INC | $281.14万 | 0.07% | 1,626 | 1,359 | 509.0% | $234.97万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $278.62万 | 0.06% | 19,243 | 5,904 | 44.3% | $85.48万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $278.61万 | 0.06% | 16,187 | 16,187 | — | $278.61万 | 新建仓 |
| SAP | SAP SE | $277.38万 | 0.06% | 16,201 | 12,598 | 349.7% | $215.69万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $276.59万 | 0.06% | 54,447 | 54,447 | — | $276.59万 | 新建仓 |
| TFC | TRUIST FINL CORP | $273.86万 | 0.06% | 59,573 | 28,736 | 93.2% | $132.10万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $273.30万 | 0.06% | 58,635 | 58,635 | — | $273.30万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $272.50万 | 0.06% | 45,760 | 38,861 | 563.3% | $231.42万 | 加仓 |
| PSX | PHILLIPS 66 | $270.48万 | 0.06% | 14,846 | 4,248 | 40.1% | $77.39万 | 加仓 |
| EMB | ISHARES TR | $268.87万 | 0.06% | 28,624 | 2,547 | 9.8% | $23.92万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $266.39万 | 0.06% | 69,337 | 62,281 | 882.7% | $239.28万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $265.26万 | 0.06% | 13,320 | 13,320 | — | $265.26万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $263.89万 | 0.06% | 107,885 | -2,313 | -2.1% | -$5.66万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $262.98万 | 0.06% | 49,590 | 49,590 | — | $262.98万 | 新建仓 |
| YOU | CLEAR SECURE INC | $262.89万 | 0.06% | 54,305 | 802 | 1.5% | $3.88万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $262.77万 | 0.06% | 141,882 | 112,092 | 376.3% | $207.59万 | 加仓 |
| GBND | GOLDMAN SACHS ETF TR | $262.17万 | 0.06% | 51,840 | 16,507 | 46.7% | $83.48万 | 加仓 |
| MUB | ISHARES TR | $261.69万 | 0.06% | 24,652 | 11,681 | 90.1% | $124.00万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $261.32万 | 0.06% | 14,601 | 14,601 | — | $261.32万 | 新建仓 |
| TTE | TOTALENERGIES SE | $259.85万 | 0.06% | 28,487 | 14,629 | 105.6% | $133.44万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $259.22万 | 0.06% | 51,876 | 9,605 | 22.7% | $48.00万 | 加仓 |
| IXC | ISHARES TR | $259.08万 | 0.06% | 44,971 | 6,240 | 16.1% | $35.95万 | 加仓 |
| INTU | INTUIT | $257.57万 | 0.06% | 5,957 | 2,664 | 80.9% | $115.19万 | 加仓 |
| URI | UNITED RENTALS INC | $252.71万 | 0.06% | 3,468 | 2,909 | 520.4% | $211.97万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $252.40万 | 0.06% | 58,520 | 21,246 | 57.0% | $91.63万 | 加仓 |
| SHOP | SHOPIFY INC | $249.32万 | 0.06% | 21,018 | 12,814 | 156.2% | $152.00万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $247.13万 | 0.06% | 24,666 | 3,392 | 15.9% | $33.98万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $246.68万 | 0.06% | 22,488 | 13,702 | 156.0% | $150.30万 | 重新持有 |
| FDX | FEDEX CORP | $246.58万 | 0.06% | 6,905 | 3,509 | 103.3% | $125.31万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $244.71万 | 0.06% | 50,089 | 35,898 | 253.0% | $175.38万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $241.93万 | 0.06% | 219,535 | -27,942 | -11.3% | -$30.79万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $240.66万 | 0.06% | 11,514 | 1,618 | 16.4% | $33.82万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $240.57万 | 0.06% | 41,526 | 18,152 | 77.7% | $105.16万 | 加仓 |
| TXN | TEXAS INSTRS INC | $236.24万 | 0.05% | 12,168 | 2,648 | 27.8% | $51.41万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $233.19万 | 0.05% | 3,418 | 2,673 | 358.8% | $182.36万 | 加仓 |
| UL | UNILEVER PLC | $232.64万 | 0.05% | 40,705 | 27,966 | 219.5% | $159.84万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $229.28万 | 0.05% | 46,441 | 17,922 | 62.8% | $88.48万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $228.69万 | 0.05% | 17,465 | 9,896 | 130.7% | $129.58万 | 加仓 |
| PULS | PGIM ETF TR | $227.76万 | 0.05% | 45,846 | 45,846 | — | $227.76万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $225.88万 | 0.05% | 3,737 | 2,731 | 271.5% | $165.07万 | 加仓 |
| QXO | QXO INC | $221.42万 | 0.05% | 114,019 | 114,019 | — | $221.42万 | 新建仓 |
| ADC | AGREE RLTY CORP | $220.45万 | 0.05% | 29,147 | 659 | 2.3% | $4.98万 | 加仓 |
| MPC | MARATHON PETE CORP | $218.04万 | 0.05% | 8,930 | 6,122 | 218.0% | $149.48万 | 加仓 |
| ET | ENERGY TRANSFER L P | $217.77万 | 0.05% | 112,836 | 21,004 | 22.9% | $40.54万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $217.38万 | 0.05% | 5,216 | 1,887 | 56.7% | $78.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $216.11万 | 0.05% | 70,440 | -7,228 | -9.3% | -$22.18万 | 减仓 |
| BP | BP PLC | $215.28万 | 0.05% | 45,806 | 39,865 | 671.0% | $187.36万 | 重新持有 |
| NTLA | INTELLIA THERAPEUTICS INC | $215.13万 | 0.05% | 167,807 | 81,234 | 93.8% | $104.14万 | 加仓 |
| AYI | ACUITY INC | $214.87万 | 0.05% | 7,668 | 7,668 | — | $214.87万 | 新建仓 |
| DHR | DANAHER CORP DEL | $212.87万 | 0.05% | 11,204 | 3,004 | 36.6% | $57.07万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $212.70万 | 0.05% | 10,223 | -10,826 | -51.4% | -$225.24万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $212.07万 | 0.05% | 5,909 | 3,222 | 119.9% | $115.64万 | 加仓 |
| — | COTERRA ENERGY INC | $211.59万 | 0.05% | 60,213 | 17,076 | 39.6% | $60.01万 | 加仓 |
| OKE | ONEOK INC NEW | $210.00万 | 0.05% | 23,233 | 1,610 | 7.4% | $14.55万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $209.82万 | 0.05% | 22,730 | 10,950 | 93.0% | $101.08万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $209.56万 | 0.05% | 22,650 | 631 | 2.9% | $5.84万 | 加仓 |
| MUNI | PIMCO ETF TR | $208.92万 | 0.05% | 40,031 | 3,750 | 10.3% | $19.57万 | 加仓 |
| EOG | EOG RES INC | $208.50万 | 0.05% | 14,422 | 7,555 | 110.0% | $109.22万 | 加仓 |
| SHY | ISHARES TR | $208.07万 | 0.05% | 25,199 | 8,142 | 47.7% | $67.23万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $207.01万 | 0.05% | 5,997 | 4,807 | 403.9% | $165.93万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $205.57万 | 0.05% | 6,370 | 1,457 | 29.7% | $47.02万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $205.09万 | 0.05% | 181,977 | 118,482 | 186.6% | $133.53万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $203.81万 | 0.05% | 7,218 | 3,457 | 91.9% | $97.62万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $203.37万 | 0.05% | 13,443 | 1,029 | 8.3% | $15.57万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $203.27万 | 0.05% | 44,065 | 1,568 | 3.7% | $7.23万 | 加仓 |
| IAGG | ISHARES TR | $202.81万 | 0.05% | 40,529 | 24,209 | 148.3% | $121.14万 | 加仓 |
| L | LOEWS CORP | $200.88万 | 0.05% | 18,819 | 1,137 | 6.4% | $12.14万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $199.55万 | 0.05% | 3,229 | 2,836 | 721.6% | $175.26万 | 加仓 |
| BCS | BARCLAYS PLC | $197.45万 | 0.05% | 93,315 | 75,861 | 434.6% | $160.52万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $195.49万 | 0.05% | 54,123 | 1,983 | 3.8% | $7.16万 | 加仓 |
| USFD | US FOODS HLDG CORP | $193.84万 | 0.04% | 21,022 | 16,357 | 350.6% | $150.83万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $193.54万 | 0.04% | 12,944 | 4 | 0.0% | $598 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $193.34万 | 0.04% | 33,346 | 8,591 | 34.7% | $49.81万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $192.43万 | 0.04% | 10,678 | 9,192 | 618.6% | $165.65万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $192.05万 | 0.04% | 24,905 | 20,175 | 426.5% | $155.57万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $191.76万 | 0.04% | 37,852 | 7,302 | 23.9% | $36.99万 | 加仓 |
| SSUS | STRATEGY SHS | $190.84万 | 0.04% | 40,877 | -5,067 | -11.0% | -$23.66万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $190.82万 | 0.04% | 9,401 | 9,401 | — | $190.82万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $186.94万 | 0.04% | 28,558 | 23,953 | 520.2% | $156.80万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $186.52万 | 0.04% | 9,999 | 7,924 | 381.9% | $147.81万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $185.75万 | 0.04% | 10,763 | 3,878 | 56.3% | $66.93万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $183.62万 | 0.04% | 365,056 | 285,692 | 360.0% | $143.70万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $183.53万 | 0.04% | 11,031 | 6,923 | 168.5% | $115.18万 | 加仓 |
| CB | CHUBB LTD SWITZ | $183.30万 | 0.04% | 5,611 | 2,997 | 114.7% | $97.91万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $183.28万 | 0.04% | 6,563 | 2,872 | 77.8% | $80.20万 | 加仓 |
| DOW | DOW HLDGS INC | $183.19万 | 0.04% | 43,985 | 11,366 | 34.8% | $47.34万 | 加仓 |
| BX | BLACKSTONE INC | $182.14万 | 0.04% | 15,840 | 6,433 | 68.4% | $73.97万 | 加仓 |
| GSK | GSK PLC | $181.34万 | 0.04% | 32,742 | 19,966 | 156.3% | $110.58万 | 加仓 |
| IBN | ICICI BANK LIMITED | $179.64万 | 0.04% | 69,359 | 52,893 | 321.2% | $136.99万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $179.25万 | 0.04% | 11,397 | 7,524 | 194.3% | $118.34万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $177.11万 | 0.04% | 37,255 | 9,971 | 36.5% | $47.40万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $177.02万 | 0.04% | 5,884 | 2,406 | 69.2% | $72.39万 | 加仓 |
| PWR | QUANTA SVCS INC | $176.30万 | 0.04% | 3,211 | 1,840 | 134.2% | $101.02万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $175.76万 | 0.04% | 6,026 | 1,282 | 27.0% | $37.39万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $175.61万 | 0.04% | 21,693 | 12,468 | 135.2% | $100.93万 | 加仓 |
| CTAS | CINTAS CORP | $175.56万 | 0.04% | 10,379 | 9,224 | 798.6% | $156.02万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $175.30万 | 0.04% | 87,828 | 19,453 | 28.5% | $38.83万 | 加仓 |