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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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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP | $174.19万 | 0.04% | 28,370 | 16,687 | 142.8% | $102.46万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $173.03万 | 0.04% | 29,436 | 20,416 | 226.3% | $120.01万 | 加仓 |
| SNY | SANOFI SA | $171.90万 | 0.04% | 35,679 | 29,900 | 517.4% | $144.06万 | 加仓 |
| FAST | FASTENAL CO | $169.84万 | 0.04% | 36,604 | 36,604 | — | $169.84万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $168.72万 | 0.04% | 8,530 | 6,844 | 405.9% | $135.37万 | 重新持有 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $168.30万 | 0.04% | 75,833 | 294 | 0.4% | $6,525 | 加仓 |
| KGC | KINROSS GOLD CORP | $168.05万 | 0.04% | 55,064 | 43,167 | 362.8% | $131.75万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $166.88万 | 0.04% | 17,386 | 17,386 | — | $166.88万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $166.86万 | 0.04% | 17,706 | 17,706 | — | $166.86万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $165.67万 | 0.04% | 28,301 | 21,706 | 329.1% | $127.07万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $165.29万 | 0.04% | 32,515 | 32,515 | — | $165.29万 | 新建仓 |
| AEE | AMEREN CORP | $164.95万 | 0.04% | 15,006 | 2,677 | 21.7% | $29.43万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $164.20万 | 0.04% | 31,619 | 24,439 | 340.4% | $126.91万 | 加仓 |
| CLOI | VANECK ETF TRUST | $164.09万 | 0.04% | 31,136 | 3,714 | 13.5% | $19.57万 | 加仓 |
| DAL | DELTA AIR LINES INC | $163.63万 | 0.04% | 24,613 | 6,362 | 34.9% | $42.30万 | 加仓 |
| NU | NU HLDGS LTD | $161.33万 | 0.04% | 112,269 | 92,290 | 461.9% | $132.62万 | 加仓 |
| TRGP | TARGA RES CORP | $161.26万 | 0.04% | 6,432 | 2,117 | 49.1% | $53.08万 | 加仓 |
| SMMU | PIMCO ETF TR | $159.42万 | 0.04% | 31,601 | 6,993 | 28.4% | $35.28万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $159.16万 | 0.04% | 26,622 | 17,570 | 194.1% | $105.04万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $158.97万 | 0.04% | 6,344 | -817 | -11.4% | -$20.47万 | 减仓 |
| RIO | RIO TINTO PLC | $158.79万 | 0.04% | 16,865 | 11,628 | 222.0% | $109.48万 | 加仓 |
| USB | US BANCORP | $158.28万 | 0.04% | 30,251 | 17,146 | 130.8% | $89.71万 | 加仓 |
| USMV | ISHARES TR | $157.62万 | 0.04% | 16,996 | -8,880 | -34.3% | -$82.35万 | 减仓 |
| IJS | ISHARES TR | $156.89万 | 0.04% | 13,245 | 13,245 | — | $156.89万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $156.78万 | 0.04% | 15,828 | 7,841 | 98.2% | $77.67万 | 加仓 |
| SYK | STRYKER CORPORATION | $156.32万 | 0.04% | 4,745 | 1,284 | 37.1% | $42.30万 | 加仓 |
| F | FORD MTR CO | $155.64万 | 0.04% | 134,874 | 26,962 | 25.0% | $31.11万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $155.19万 | 0.04% | 33,134 | 26,418 | 393.4% | $123.73万 | 加仓 |
| JBL | JABIL INC | $154.81万 | 0.04% | 5,828 | 281 | 5.1% | $7.46万 | 加仓 |
| SRE | SEMPRA | $154.17万 | 0.04% | 15,767 | -3,579 | -18.5% | -$35.00万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $153.51万 | 0.04% | 28,401 | 21,466 | 309.5% | $116.02万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $152.88万 | 0.04% | 35,422 | 25,296 | 249.8% | $109.18万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $151.90万 | 0.04% | 2,230 | 1,188 | 114.0% | $80.92万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $151.41万 | 0.04% | 76,663 | 10,674 | 16.2% | $21.08万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $150.24万 | 0.03% | 18,953 | 6,167 | 48.2% | $48.89万 | 加仓 |
| — | DIAMOND HILL INVT GROUP INC | $150.22万 | 0.03% | 8,729 | -260 | -2.9% | -$4.47万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $150.22万 | 0.03% | 9,248 | 5,945 | 180.0% | $96.57万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $148.88万 | 0.03% | 29,841 | -6,274 | -17.4% | -$31.30万 | 减仓 |
| NOW | SERVICENOW INC | $148.66万 | 0.03% | 14,219 | 7,330 | 106.4% | $76.64万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $147.26万 | 0.03% | 7,076 | 1,052 | 17.5% | $21.89万 | 加仓 |
| BILS | SPDR SERIES TRUST | $147.16万 | 0.03% | 14,799 | 14,799 | — | $147.16万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $147.15万 | 0.03% | 22,775 | 19,404 | 575.6% | $125.37万 | 重新持有 |
| ITA | ISHARES TR | $146.29万 | 0.03% | 6,687 | 714 | 12.0% | $15.62万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $145.81万 | 0.03% | 25,895 | 7,432 | 40.3% | $41.85万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $144.41万 | 0.03% | 10,612 | 7,798 | 277.1% | $106.12万 | 加仓 |
| TLN | TALEN ENERGY CORP | $143.69万 | 0.03% | 4,501 | 3,924 | 680.1% | $125.27万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $143.54万 | 0.03% | 79,658 | 78 | 0.1% | $1,406 | 加仓 |
| MTB | M & T BK CORP | $143.00万 | 0.03% | 6,918 | 677 | 10.8% | $13.99万 | 加仓 |
| IBB | ISHARES TR | $142.75万 | 0.03% | 8,454 | 2,239 | 36.0% | $37.81万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $142.51万 | 0.03% | 15,717 | 8,271 | 111.1% | $74.99万 | 加仓 |
| RELX | RELX PLC | $139.67万 | 0.03% | 42,132 | 36,941 | 711.6% | $122.46万 | 加仓 |
| XHB | SPDR SERIES TRUST | $137.35万 | 0.03% | 13,913 | 1,047 | 8.1% | $10.34万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $134.94万 | 0.03% | 36,450 | 36,450 | — | $134.94万 | 新建仓 |
| DTE | DTE ENERGY CO | $133.93万 | 0.03% | 9,088 | -710 | -7.2% | -$10.46万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $133.81万 | 0.03% | 15,085 | 86 | 0.6% | $7,629 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $133.52万 | 0.03% | 8,755 | 5,082 | 138.4% | $77.51万 | 重新持有 |
| — | TEVA PHARMACEUTICAL INDS LTD | $133.13万 | 0.03% | 44,201 | 44,201 | — | $133.13万 | 新建仓 |
| TRP | TC ENERGY CORP | $132.88万 | 0.03% | 21,157 | 13,569 | 178.8% | $85.22万 | 加仓 |
| PPL | PPL CORP | $132.84万 | 0.03% | 34,684 | 21,287 | 158.9% | $81.53万 | 加仓 |
| IYW | ISHARES TR | $132.74万 | 0.03% | 7,316 | 4,751 | 185.2% | $86.20万 | 重新持有 |
| CVS | CVS HEALTH CORP | $131.88万 | 0.03% | 18,362 | 590 | 3.3% | $4.24万 | 加仓 |
| NTRA | NATERA INC | $130.57万 | 0.03% | 6,529 | 6,529 | — | $130.57万 | 新建仓 |
| SMIG | ETF SER SOLUTIONS | $129.31万 | 0.03% | 44,057 | 1,874 | 4.4% | $5.50万 | 加仓 |
| ECL | ECOLAB INC | $129.28万 | 0.03% | 4,850 | 3,120 | 180.3% | $83.17万 | 加仓 |
| ZTS | ZOETIS INC | $128.83万 | 0.03% | 10,898 | 7,840 | 256.4% | $92.68万 | 加仓 |
| FE | FIRSTENERGY CORP | $128.31万 | 0.03% | 25,327 | 20,575 | 433.0% | $104.23万 | 重新持有 |
| DWX | SPDR INDEX SHS FDS | $127.77万 | 0.03% | 28,019 | 28,019 | — | $127.77万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $127.27万 | 0.03% | 26,010 | 26,010 | — | $127.27万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $126.87万 | 0.03% | 56,816 | 56,816 | — | $126.87万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $126.72万 | 0.03% | 24,856 | 4,666 | 23.1% | $23.79万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $126.43万 | 0.03% | 6,452 | 4,089 | 173.0% | $80.12万 | 加仓 |
| EQNR | EQUINOR ASA | $125.05万 | 0.03% | 29,632 | 29,632 | — | $125.05万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $124.51万 | 0.03% | 18,564 | 6,781 | 57.5% | $45.48万 | 加仓 |
| YUM | YUM BRANDS INC | $123.48万 | 0.03% | 7,942 | 6,100 | 331.2% | $94.84万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $123.30万 | 0.03% | 42,947 | -8,833 | -17.1% | -$25.36万 | 减仓 |
| ACM | AECOM | $122.68万 | 0.03% | 14,464 | 6,129 | 73.5% | $51.99万 | 加仓 |
| OFG | OFG BANCORP | $122.32万 | 0.03% | 29,973 | 29,973 | — | $122.32万 | 新建仓 |
| E | ENI SPA | $121.68万 | 0.03% | 21,455 | 15,318 | 249.6% | $86.88万 | 重新持有 |
| ALAB | ASTERA LABS INC | $121.52万 | 0.03% | 11,088 | 11,088 | — | $121.52万 | 新建仓 |
| NEM | NEWMONT CORP | $121.23万 | 0.03% | 11,200 | 7,616 | 212.5% | $82.44万 | 加仓 |
| CWB | SPDR SERIES TRUST | $121.03万 | 0.03% | 13,224 | -1 | -0.0% | -$92 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $120.42万 | 0.03% | 3,356 | 2,352 | 234.3% | $84.40万 | 加仓 |
| GLW | CORNING INC | $118.27万 | 0.03% | 8,698 | 1,775 | 25.6% | $24.14万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $115.65万 | 0.03% | 46,634 | 13,282 | 39.8% | $32.94万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $112.97万 | 0.03% | 45,006 | 34,764 | 339.4% | $87.26万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $112.72万 | 0.03% | 37,215 | 72 | 0.2% | $2,181 | 加仓 |
| VLO | VALERO ENERGY CORP | $112.64万 | 0.03% | 4,559 | 4,559 | — | $112.64万 | 新建仓 |
| TRMB | TRIMBLE INC | $111.26万 | 0.03% | 17,056 | 7,150 | 72.2% | $46.64万 | 加仓 |
| SYY | SYSCO CORP | $110.91万 | 0.03% | 15,549 | 12,381 | 390.8% | $88.31万 | 加仓 |
| CIEN | CIENA CORP | $110.80万 | 0.03% | 2,854 | 471 | 19.8% | $18.29万 | 加仓 |
| IWR | ISHARES TR | $110.44万 | 0.03% | 11,358 | 1,708 | 17.7% | $16.61万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $110.11万 | 0.03% | 37,799 | 30,570 | 422.9% | $89.05万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $110.01万 | 0.03% | 24,021 | 16,817 | 233.4% | $77.02万 | 加仓 |
| TTAN | SERVICETITAN INC | $109.78万 | 0.03% | 17,299 | 12,846 | 288.5% | $81.52万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $109.02万 | 0.03% | 45,522 | 45,522 | — | $109.02万 | 新建仓 |
| FEGE | RBB FUND TRUST | $108.56万 | 0.03% | 23,097 | 23,097 | — | $108.56万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $108.17万 | 0.03% | 68,926 | 53,962 | 360.6% | $84.68万 | 加仓 |
| NDSN | NORDSON CORP | $108.11万 | 0.03% | 4,054 | 1,603 | 65.4% | $42.75万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $107.54万 | 0.02% | 2,266 | -753 | -24.9% | -$35.74万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $105.20万 | 0.02% | 3,786 | -64 | -1.7% | -$1.78万 | 减仓 |