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 |
|---|---|---|---|---|---|---|---|---|
| LDOS | LEIDOS HOLDINGS INC | $52.65万 | 0.01% | 3,385 | 3,385 | — | $52.65万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $52.65万 | 0.01% | 5,260 | 5,260 | — | $52.65万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $52.47万 | 0.01% | 416 | 416 | — | $52.47万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $52.31万 | 0.01% | 18,884 | -10,775 | -36.3% | -$29.85万 | 重新持有 |
| CTRE | CARETRUST REIT INC | $52.27万 | 0.01% | 14,244 | 14,244 | — | $52.27万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $52.25万 | 0.01% | 9,887 | 9,887 | — | $52.25万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $51.89万 | 0.01% | 5,371 | 5,371 | — | $51.89万 | 新建仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $51.89万 | 0.01% | 10,226 | 10,226 | — | $51.89万 | 新建仓 |
| HSY | HERSHEY CO | $51.85万 | 0.01% | 2,494 | 551 | 28.4% | $11.46万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $51.82万 | 0.01% | 5,630 | 2,536 | 82.0% | $23.34万 | 加仓 |
| IYR | ISHARES TR | $51.43万 | 0.01% | 5,439 | 976 | 21.9% | $9.23万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $51.21万 | 0.01% | 7,195 | 1,066 | 17.4% | $7.59万 | 加仓 |
| IWV | ISHARES TR | $51.10万 | 0.01% | 1,378 | 1,378 | — | $51.10万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $51.04万 | 0.01% | 2,553 | 1,441 | 129.6% | $28.81万 | 重新持有 |
| SNDK | SANDISK CORP | $50.89万 | 0.01% | 801 | 801 | — | $50.89万 | 新建仓 |
| QYLD | GLOBAL X FDS | $50.25万 | 0.01% | 29,298 | 56 | 0.2% | $960 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $50.14万 | 0.01% | 2,315 | 873 | 60.5% | $18.91万 | 重新持有 |
| NVMI | NOVA LTD | $50.03万 | 0.01% | 1,152 | 1,152 | — | $50.03万 | 新建仓 |
| MPLX | MPLX LP | $49.82万 | 0.01% | 8,729 | 2,451 | 39.0% | $13.99万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.73万 | 0.01% | 19,397 | -1,428 | -6.9% | -$3.66万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $49.69万 | 0.01% | 2,633 | 2,633 | — | $49.69万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $49.63万 | 0.01% | 4,420 | 4,420 | — | $49.63万 | 新建仓 |
| WAT | WATERS CORP | $49.58万 | 0.01% | 1,665 | 1,665 | — | $49.58万 | 新建仓 |
| AGZ | ISHARES TR | $49.20万 | 0.01% | 4,485 | 843 | 23.1% | $9.25万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $49.14万 | 0.01% | 2,068 | 756 | 57.6% | $17.96万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $49.09万 | 0.01% | 2,978 | 1,373 | 85.5% | $22.63万 | 加仓 |
| MCO | MOODYS CORP | $49.00万 | 0.01% | 1,123 | 603 | 116.0% | $26.31万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $48.88万 | 0.01% | 5,735 | 709 | 14.1% | $6.04万 | 加仓 |
| HQY | HEALTHEQUITY INC | $48.77万 | 0.01% | 5,836 | 5,836 | — | $48.77万 | 新建仓 |
| SAIA | SAIA INC | $48.69万 | 0.01% | 1,386 | 376 | 37.2% | $13.21万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $48.45万 | 0.01% | 5,899 | 2,145 | 57.1% | $17.62万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $48.23万 | 0.01% | 6,182 | -1,583 | -20.4% | -$12.35万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $47.78万 | 0.01% | 1,856 | 368 | 24.7% | $9.47万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $47.16万 | 0.01% | 22,727 | 22,727 | — | $47.16万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $47.11万 | 0.01% | 13,050 | 13,050 | — | $47.11万 | 新建仓 |
| SONY | SONY GROUP CORP | $47.09万 | 0.01% | 22,748 | -4,684 | -17.1% | -$9.70万 | 减仓 |
| — | ALPS ETF TR | $46.66万 | 0.01% | 8,915 | -48 | -0.5% | -$2,512 | 减仓 |
| LNG | CHENIERE ENERGY INC | $46.53万 | 0.01% | 1,640 | 1,640 | — | $46.53万 | 新建仓 |
| QLTA | ISHARES TR | $46.21万 | 0.01% | 9,711 | 3,075 | 46.3% | $14.63万 | 加仓 |
| NUE | NUCOR CORP | $46.02万 | 0.01% | 2,714 | 2,714 | — | $46.02万 | 新建仓 |
| D | DOMINION ENERGY INC | $46.02万 | 0.01% | 7,444 | 2,675 | 56.1% | $16.54万 | 重新持有 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $45.81万 | 0.01% | 7,464 | 7,464 | — | $45.81万 | 新建仓 |
| WF | WOORI FINL GROUP INC | $45.71万 | 0.01% | 6,851 | 6,851 | — | $45.71万 | 新建仓 |
| SM | SM ENERGY COMPANY | $45.71万 | 0.01% | 14,660 | 14,660 | — | $45.71万 | 新建仓 |
| PLXS | PLEXUS CORP | $45.69万 | 0.01% | 2,256 | 2,256 | — | $45.69万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $45.61万 | 0.01% | 2,213 | 650 | 41.6% | $13.40万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $45.56万 | 0.01% | 3,279 | 675 | 25.9% | $9.38万 | 重新持有 |
| CDW | CDW CORP | $45.07万 | 0.01% | 3,724 | 3,724 | — | $45.07万 | 新建仓 |
| HDB | HDFC BANK LTD | $45.03万 | 0.01% | 18,101 | -8,712 | -32.5% | -$21.68万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $44.97万 | 0.01% | 1,598 | 1,598 | — | $44.97万 | 新建仓 |
| LMUB | ISHARES TR | $44.92万 | 0.01% | 8,996 | 8,996 | — | $44.92万 | 新建仓 |
| APTV | APTIV PLC | $44.89万 | 0.01% | 6,465 | 6,465 | — | $44.89万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $44.81万 | 0.01% | 2,835 | 98 | 3.6% | $1.55万 | 加仓 |
| SOLV | SOLVENTUM CORP | $44.78万 | 0.01% | 6,857 | 2,461 | 56.0% | $16.07万 | 加仓 |
| SR | SPIRE INC | $44.68万 | 0.01% | 4,934 | 4,934 | — | $44.68万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $44.45万 | 0.01% | 46,885 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $44.34万 | 0.01% | 26,129 | -1,284 | -4.7% | -$2.18万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $43.92万 | 0.01% | 6,229 | 6,229 | — | $43.92万 | 新建仓 |
| DY | DYCOM INDS INC | $43.91万 | 0.01% | 1,296 | 1,296 | — | $43.91万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $43.87万 | 0.01% | 4,239 | 1,716 | 68.0% | $17.76万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $43.82万 | 0.01% | 8,496 | 8,496 | — | $43.82万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $43.81万 | 0.01% | 9,668 | -161,310 | -94.3% | -$730.93万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $43.79万 | 0.01% | 3,049 | 2,067 | 210.5% | $29.69万 | 重新持有 |
| DTM | DT MIDSTREAM INC | $43.55万 | 0.01% | 3,213 | 306 | 10.5% | $4.15万 | 加仓 |
| KT | KT CORP | $43.43万 | 0.01% | 20,110 | 7,386 | 58.0% | $15.95万 | 加仓 |
| TPR | TAPESTRY INC | $43.35万 | 0.01% | 3,071 | 3,071 | — | $43.35万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $43.31万 | 0.01% | 314 | 54 | 20.8% | $7.45万 | 加仓 |
| EQT | EQT CORP | $43.11万 | 0.01% | 6,773 | 1,386 | 25.7% | $8.82万 | 加仓 |
| HLNE | HAMILTON LANE INC | $42.71万 | 0.01% | 4,275 | 2,288 | 115.1% | $22.86万 | 加仓 |
| AORT | ARTIVION INC | $42.56万 | 0.01% | 11,621 | 11,621 | — | $42.56万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $42.16万 | 0.01% | 14,423 | 14,423 | — | $42.16万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $42.14万 | 0.01% | 14,632 | 1,167 | 8.7% | $3.36万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $41.88万 | 0.01% | 3,577 | 3,577 | — | $41.88万 | 新建仓 |
| ILMN | ILLUMINA INC | $41.86万 | 0.01% | 3,396 | 3,396 | — | $41.86万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $41.79万 | 0.01% | 1,263 | 1,263 | — | $41.79万 | 新建仓 |
| TSEC | TOUCHSTONE ETF TRUST | $41.22万 | 0.01% | 15,984 | 15,984 | — | $41.22万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $41.20万 | 0.01% | 20,215 | 20,215 | — | $41.20万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $40.89万 | 0.01% | 4,872 | 4,872 | — | $40.89万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $40.86万 | 0.01% | 11,039 | 1,069 | 10.7% | $3.96万 | 加仓 |
| CR | CRANE COMPANY | $40.83万 | 0.01% | 2,387 | 2,387 | — | $40.83万 | 新建仓 |
| MC | MOELIS & CO | $40.51万 | 0.01% | 7,107 | 4,040 | 131.7% | $23.03万 | 加仓 |
| HLN | HALEON PLC | $40.44万 | 0.01% | 40,396 | 971 | 2.5% | $9,720 | 加仓 |
| CAH | CARDINAL HEALTH INC | $40.43万 | 0.01% | 1,913 | 572 | 42.7% | $12.09万 | 加仓 |
| NEU | NEWMARKET CORP | $40.36万 | 0.01% | 628 | 314 | 100.0% | $20.18万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $40.35万 | 0.01% | 1,384 | 580 | 72.1% | $16.91万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $40.33万 | 0.01% | 2,515 | 2,515 | — | $40.33万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $39.90万 | 0.01% | 3,328 | 3,328 | — | $39.90万 | 新建仓 |
| TWLO | TWILIO INC | $39.78万 | 0.01% | 3,162 | 3,162 | — | $39.78万 | 新建仓 |
| SJM | SMUCKER J M CO | $39.75万 | 0.01% | 4,122 | 842 | 25.7% | $8.12万 | 加仓 |
| AME | AMETEK INC | $39.69万 | 0.01% | 1,852 | 808 | 77.4% | $17.32万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $39.57万 | 0.01% | 2,567 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $39.44万 | 0.01% | 4,895 | 4,895 | — | $39.44万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $39.34万 | 0.01% | 3,414 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $39.33万 | 0.01% | 2,955 | 797 | 36.9% | $10.61万 | 加仓 |
| NPO | ENPRO INC | $39.29万 | 0.01% | 1,567 | 1,567 | — | $39.29万 | 新建仓 |
| BANR | BANNER CORP | $39.27万 | 0.01% | 6,471 | 6,471 | — | $39.27万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $39.06万 | 0.01% | 6,880 | 6,880 | — | $39.06万 | 新建仓 |
| STE | STERIS PLC | $38.98万 | 0.01% | 1,763 | 885 | 100.8% | $19.57万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.85万 | 0.01% | 5,041 | 5,041 | — | $38.85万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $38.67万 | 0.01% | 5,052 | 5,052 | — | $38.67万 | 新建仓 |