ELEVATION POINT WEALTH PARTNERS, LLC
DENVER CO · SEC CIK 0001744349
$54.00亿2026Q2 申报市值
1,202持仓数
19.2%前十大占比 · 第一大 3.1%
172 / 79新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BOKF 新建仓+$1.07亿
SPYV 新建仓+$4,663.09万
VOO 加仓+$4,175.33万
VUG 加仓+$4,139.33万
SPYG 新建仓+$3,882.71万
2026Q2 卖出最多 按季末市值估算
SDVY 减仓-$3,373.91万
JAVA 减仓-$3,146.32万
VT 减仓-$2,749.92万
HEFA 减仓-$2,058.23万
VXF 减仓-$2,002.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $92.87万 | 0.02% | 21,791 | 895 | 4.3% | $3.81万 | 加仓 |
| EPR | EPR PPTYS | $92.61万 | 0.02% | 15,880 | -2,003 | -11.2% | -$11.68万 | 减仓 |
| IDXX | IDEXX LABS INC | $92.52万 | 0.02% | 1,758 | 49 | 2.9% | $2.58万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $92.30万 | 0.02% | 4,332 | 208 | 5.0% | $4.43万 | 加仓 |
| IXN | ISHARES TR | $92.09万 | 0.02% | 6,374 | -2 | -0.0% | -$289 | 减仓 |
| COO | COOPER COS INC | $92.07万 | 0.02% | 12,839 | 2,289 | 21.7% | $16.41万 | 加仓 |
| VHT | VANGUARD WORLD FD | $91.59万 | 0.02% | 3,063 | -154 | -4.8% | -$4.61万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $91.23万 | 0.02% | 17,430 | -14,189 | -44.9% | -$74.26万 | 减仓 |
| PSA | PUBLIC STORAGE | $91.17万 | 0.02% | 2,864 | 105 | 3.8% | $3.34万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $90.71万 | 0.02% | 3,892 | 25 | 0.6% | $5,827 | 加仓 |
| EOG | EOG RES INC | $90.22万 | 0.02% | 6,955 | -7,467 | -51.8% | -$96.86万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $90.08万 | 0.02% | 17,827 | 618 | 3.6% | $3.12万 | 加仓 |
| CRWV | COREWEAVE INC | $89.99万 | 0.02% | 9,041 | 469 | 5.5% | $4.67万 | 加仓 |
| SLB | SLB LIMITED | $89.66万 | 0.02% | 19,235 | -509 | -2.6% | -$2.37万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $89.59万 | 0.02% | 30,472 | 1,000 | 3.4% | $2.94万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $89.53万 | 0.02% | 647 | 5 | 0.8% | $6,919 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $89.40万 | 0.02% | 20,557 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $89.05万 | 0.02% | 10,972 | -10,721 | -49.4% | -$87.02万 | 减仓 |
| — | GATES INDL CORP PLC | $88.57万 | 0.02% | 31,667 | 950 | 3.1% | $2.66万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $87.83万 | 0.02% | 1,317 | -158 | -10.7% | -$10.54万 | 减仓 |
| TRMB | TRIMBLE INC | $87.65万 | 0.02% | 17,126 | 70 | 0.4% | $3,583 | 加仓 |
| HDV | ISHARES TR | $87.57万 | 0.02% | 31,948 | -4,752 | -12.9% | -$13.03万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $86.79万 | 0.02% | 32,013 | 6,209 | 24.1% | $16.83万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $86.78万 | 0.02% | 8,902 | 4,030 | 82.7% | $39.28万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $86.70万 | 0.02% | 36,353 | 36,353 | — | $86.70万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $86.32万 | 0.02% | 9,100 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $86.02万 | 0.02% | 5,649 | -68 | -1.2% | -$1.04万 | 减仓 |
| E | ENI SPA | $85.56万 | 0.02% | 18,259 | -3,196 | -14.9% | -$14.98万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $85.52万 | 0.02% | 2,308 | 41 | 1.8% | $1.52万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $84.09万 | 0.02% | 19,099 | -383 | -2.0% | -$1.69万 | 减仓 |
| DEO | DIAGEO PLC | $83.76万 | 0.02% | 10,420 | 742 | 7.7% | $5.96万 | 加仓 |
| ESGU | ISHARES TR | $83.68万 | 0.02% | 5,112 | 1,251 | 32.4% | $20.48万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $83.33万 | 0.02% | 4,837 | 1,947 | 67.4% | $33.54万 | 加仓 |
| APA | APA CORPORATION | $82.92万 | 0.02% | 25,459 | 2,066 | 8.8% | $6.73万 | 加仓 |
| ALLE | ALLEGION PLC | $82.81万 | 0.02% | 5,895 | -12 | -0.2% | -$1,686 | 减仓 |
| VFH | VANGUARD WORLD FD | $82.55万 | 0.02% | 6,273 | -699 | -10.0% | -$9.20万 | 减仓 |
| LII | LENNOX INTL INC | $82.55万 | 0.02% | 1,438 | 1 | 0.1% | $574 | 加仓 |
| NI | NISOURCE INC | $81.84万 | 0.02% | 17,210 | -97 | -0.6% | -$4,612 | 减仓 |
| NUE | NUCOR CORP | $81.37万 | 0.02% | 3,645 | 931 | 34.3% | $20.78万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $81.32万 | 0.02% | 12,037 | 12,037 | — | $81.32万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $81.21万 | 0.02% | 79,458 | -2,100 | -2.6% | -$2.15万 | 减仓 |
| NDAQ | NASDAQ INC | $81.19万 | 0.02% | 10,300 | -767 | -6.9% | -$6.05万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $80.43万 | 0.01% | 14,317 | 4,091 | 40.0% | $22.98万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $80.38万 | 0.01% | 4,221 | 553 | 15.1% | $10.53万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $80.31万 | 0.01% | 31,008 | -285 | -0.9% | -$7,382 | 减仓 |
| VOE | VANGUARD INDEX FDS | $80.29万 | 0.01% | 4,063 | -8 | -0.2% | -$1,581 | 减仓 |
| BAP | CREDICORP LTD | $80.23万 | 0.01% | 2,060 | -120 | -5.5% | -$4.67万 | 减仓 |
| IEI | ISHARES TR | $79.94万 | 0.01% | 6,806 | 743 | 12.3% | $8.73万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $79.20万 | 0.01% | 8,329 | 140 | 1.7% | $1.33万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $78.91万 | 0.01% | 18,274 | 914 | 5.3% | $3.95万 | 加仓 |
| — | VANECK ETF TRUST | $78.43万 | 0.01% | 75,700 | 11,500 | 17.9% | $11.91万 | 加仓 |
| EQNR | EQUINOR ASA | $78.31万 | 0.01% | 24,938 | -4,694 | -15.8% | -$14.74万 | 减仓 |
| ADSK | AUTODESK INC | $78.25万 | 0.01% | 4,025 | 528 | 15.1% | $10.27万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $77.99万 | 0.01% | 5,335 | -571 | -9.7% | -$8.35万 | 减仓 |
| — | CHAIN BRIDGE BANCORP INC | $77.98万 | 0.01% | 18,545 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $77.74万 | 0.01% | 6,657 | 264 | 4.1% | $3.08万 | 加仓 |
| ENTG | ENTEGRIS INC | $77.40万 | 0.01% | 4,303 | -524 | -10.9% | -$9.42万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $77.32万 | 0.01% | 13,420 | 1,479 | 12.4% | $8.52万 | 加仓 |
| WSO | WATSCO INC | $77.31万 | 0.01% | 1,855 | -253 | -12.0% | -$10.54万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $76.76万 | 0.01% | 6,438 | 274 | 4.4% | $3.27万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $76.66万 | 0.01% | 2,912 | -34 | -1.2% | -$8,951 | 减仓 |
| FROG | JFROG LTD | $76.65万 | 0.01% | 8,434 | 8,434 | — | $76.65万 | 新建仓 |
| SAP | SAP SE | $76.19万 | 0.01% | 4,944 | -11,257 | -69.5% | -$173.48万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $76.11万 | 0.01% | 6,666 | 828 | 14.2% | $9.45万 | 加仓 |
| BIIB | BIOGEN INC | $76.03万 | 0.01% | 3,519 | -205 | -5.5% | -$4.43万 | 减仓 |
| CI | THE CIGNA GROUP | $75.77万 | 0.01% | 2,748 | 9 | 0.3% | $2,482 | 加仓 |
| NWG | NATWEST GROUP PLC | $74.85万 | 0.01% | 42,454 | -1,186 | -2.7% | -$2.09万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $74.72万 | 0.01% | 11,814 | 4,350 | 58.3% | $27.51万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $74.63万 | 0.01% | 2,665 | -8 | -0.3% | -$2,240 | 减仓 |
| KKR | KKR & CO INC | $74.13万 | 0.01% | 8,077 | 660 | 8.9% | $6.06万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $74.02万 | 0.01% | 29,834 | 740 | 2.5% | $1.84万 | 加仓 |
| NTNX | NUTANIX INC | $73.97万 | 0.01% | 14,516 | 309 | 2.2% | $1.57万 | 加仓 |
| CBZ | CBIZ INC | $73.97万 | 0.01% | 23,059 | -11,698 | -33.7% | -$37.53万 | 减仓 |
| OEF | ISHARES TR | $73.92万 | 0.01% | 2,020 | 178 | 9.7% | $6.51万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $73.53万 | 0.01% | 6,739 | 470 | 7.5% | $5.13万 | 加仓 |
| — | ALPS ETF TR | $72.57万 | 0.01% | 11,225 | 2,310 | 25.9% | $14.93万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $72.39万 | 0.01% | 1,241 | 346 | 38.7% | $20.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $71.97万 | 0.01% | 1,377 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $71.95万 | 0.01% | 3,574 | 517 | 16.9% | $10.41万 | 加仓 |
| RS | RELIANCE INC | $71.82万 | 0.01% | 1,922 | 38 | 2.0% | $1.42万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $71.75万 | 0.01% | 24,777 | -20,229 | -44.9% | -$58.58万 | 减仓 |
| LEN | LENNAR CORP | $70.85万 | 0.01% | 7,829 | 7,829 | — | $70.85万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $70.82万 | 0.01% | 16,737 | 684 | 4.3% | $2.89万 | 加仓 |
| ABVX | ABIVAX SA | $70.04万 | 0.01% | 5,256 | -474 | -8.3% | -$6.32万 | 减仓 |
| IREN | IREN LIMITED | $69.42万 | 0.01% | 15,180 | 15,180 | — | $69.42万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $69.16万 | 0.01% | 2,183 | 25 | 1.2% | $7,920 | 加仓 |
| VOT | VANGUARD INDEX FDS | $69.13万 | 0.01% | 2,257 | 401 | 21.6% | $12.28万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $68.77万 | 0.01% | 23,140 | 500 | 2.2% | $1.49万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $68.52万 | 0.01% | 39,337 | 8,411 | 27.2% | $14.65万 | 加仓 |
| IXJ | ISHARES TR | $68.49万 | 0.01% | 6,961 | -87 | -1.2% | -$8,559 | 减仓 |
| CPAY | CORPAY INC 看涨期权 | $68.19万 | 0.01% | 2,046 | 2,046 | — | $68.19万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $67.44万 | 0.01% | 849 | -65 | -7.1% | -$5.16万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $66.46万 | 0.01% | 13,659 | 195 | 1.4% | $9,488 | 加仓 |
| ICHR | ICHOR HOLDINGS | $66.19万 | 0.01% | 5,895 | 118 | 2.0% | $1.32万 | 加仓 |
| HYG | ISHARES TR | $66.10万 | 0.01% | 8,266 | 990 | 13.6% | $7.92万 | 加仓 |
| MKL | MARKEL GROUP INC | $66.01万 | 0.01% | 338 | 41 | 13.8% | $8.01万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $65.93万 | 0.01% | 2,689 | 136 | 5.3% | $3.33万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $65.71万 | 0.01% | 5,516 | 145 | 2.7% | $1.73万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $65.26万 | 0.01% | 2,226 | -91 | -3.9% | -$2.67万 | 减仓 |
| DOW | DOW HLDGS INC | $64.83万 | 0.01% | 23,695 | -20,290 | -46.1% | -$55.51万 | 减仓 |