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 |
|---|---|---|---|---|---|---|---|---|
| FBT | FIRST TR EXCHANGE-TRADED FD | $64.80万 | 0.01% | 2,614 | 2,614 | — | $64.80万 | 新建仓 |
| ZTS | ZOETIS INC | $64.79万 | 0.01% | 9,017 | -1,881 | -17.3% | -$13.52万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $64.71万 | 0.01% | 5,849 | -903 | -13.4% | -$9.99万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $64.58万 | 0.01% | 66,510 | -225 | -0.3% | -$2,185 | 减仓 |
| IXUS | ISHARES TR | $64.23万 | 0.01% | 6,730 | 15 | 0.2% | $1,432 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $64.19万 | 0.01% | 7,665 | -390 | -4.8% | -$3.27万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $63.98万 | 0.01% | 5,774 | 3,583 | 163.5% | $39.70万 | 加仓 |
| VTRS | VIATRIS INC | $63.97万 | 0.01% | 40,285 | 1,230 | 3.1% | $1.95万 | 加仓 |
| ILMN | ILLUMINA INC | $63.97万 | 0.01% | 3,638 | 242 | 7.1% | $4.26万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $63.85万 | 0.01% | 5,258 | -779 | -12.9% | -$9.46万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $63.79万 | 0.01% | 2,105 | 37 | 1.8% | $1.12万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $63.75万 | 0.01% | 8,531 | -45 | -0.5% | -$3,362 | 减仓 |
| MCHI | ISHARES TR | $63.20万 | 0.01% | 12,386 | 12,386 | — | $63.20万 | 新建仓 |
| GLDM | WORLD GOLD TR | $62.63万 | 0.01% | 7,886 | 7,886 | — | $62.63万 | 新建仓 |
| WAT | WATERS CORP | $62.33万 | 0.01% | 1,662 | -3 | -0.2% | -$1,125 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $62.25万 | 0.01% | 2,878 | -584 | -16.9% | -$12.63万 | 减仓 |
| CPRT | COPART INC | $62.00万 | 0.01% | 21,995 | -1,136 | -4.9% | -$3.20万 | 减仓 |
| TER | TERADYNE INC | $61.71万 | 0.01% | 1,275 | 1 | 0.1% | $484 | 加仓 |
| BWA | BORGWARNER INC | $61.16万 | 0.01% | 9,212 | 9,212 | — | $61.16万 | 新建仓 |
| — | PGIM ETF TR | $61.16万 | 0.01% | 11,950 | 11,950 | — | $61.16万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $61.12万 | 0.01% | 5,053 | -563 | -10.0% | -$6.81万 | 减仓 |
| KB | KB FINL GROUP INC | $61.04万 | 0.01% | 5,816 | 2,889 | 98.7% | $30.32万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $60.98万 | 0.01% | 9,024 | -791 | -8.1% | -$5.35万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $60.96万 | 0.01% | 294 | -3 | -1.0% | -$6,220 | 减仓 |
| SAIA | SAIA INC | $60.77万 | 0.01% | 1,443 | 57 | 4.1% | $2.40万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $60.26万 | 0.01% | 8,208 | 345 | 4.4% | $2.53万 | 加仓 |
| CLS | CELESTICA INC | $59.67万 | 0.01% | 1,636 | 418 | 34.3% | $15.25万 | 加仓 |
| IWV | ISHARES TR | $59.18万 | 0.01% | 1,388 | 10 | 0.7% | $4,264 | 加仓 |
| HQY | HEALTHEQUITY INC | $58.93万 | 0.01% | 6,525 | 689 | 11.8% | $6.22万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $58.43万 | 0.01% | 4,125 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP 看涨期权 | $58.30万 | 0.01% | 1,939 | 1,939 | — | $58.30万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $58.19万 | 0.01% | 48,939 | -11,904 | -19.6% | -$14.15万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $58.18万 | 0.01% | 6,021 | 653 | 12.2% | $6.31万 | 加仓 |
| AA | ALCOA CORP | $58.05万 | 0.01% | 11,133 | -3,344 | -23.1% | -$17.44万 | 减仓 |
| CTRE | CARETRUST REIT INC | $57.98万 | 0.01% | 14,355 | 111 | 0.8% | $4,483 | 加仓 |
| — | TOPBUILD COR | $57.89万 | 0.01% | 1,633 | -253 | -13.4% | -$8.97万 | 减仓 |
| XOP | SPDR SERIES TRUST | $57.70万 | 0.01% | 3,740 | 224 | 6.4% | $3.46万 | 加仓 |
| AZO | AUTOZONE INC | $57.37万 | 0.01% | 180 | 1 | 0.6% | $3,187 | 加仓 |
| SOLV | SOLVENTUM CORP | $57.25万 | 0.01% | 7,421 | 564 | 8.2% | $4.35万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $57.11万 | 0.01% | 35,850 | -2,300 | -6.0% | -$3.66万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $56.82万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $56.49万 | 0.01% | 15,356 | 135 | 0.9% | $4,967 | 加仓 |
| PPL | PPL CORP | $56.40万 | 0.01% | 15,413 | -19,271 | -55.6% | -$70.51万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $55.64万 | 0.01% | 59,255 | 12,370 | 26.4% | $11.62万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $55.58万 | 0.01% | 2,876 | -806 | -21.9% | -$15.58万 | 减仓 |
| HRI | HERC HLDGS INC | $55.51万 | 0.01% | 3,872 | 1,057 | 37.5% | $15.15万 | 加仓 |
| SYSB | ISHARES TR | $55.23万 | 0.01% | 6,225 | 278 | 4.7% | $2.47万 | 加仓 |
| HSY | HERSHEY CO | $55.20万 | 0.01% | 3,146 | 652 | 26.1% | $11.44万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $55.09万 | 0.01% | 15,826 | 5,218 | 49.2% | $18.16万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $54.96万 | 0.01% | 6,948 | -12 | -0.2% | -$949 | 减仓 |
| MEAR | ISHARES U S ETF TR | $54.86万 | 0.01% | 10,890 | -1,680 | -13.4% | -$8.46万 | 减仓 |
| IYR | ISHARES TR | $54.73万 | 0.01% | 5,353 | -86 | -1.6% | -$8,794 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $54.54万 | 0.01% | 20,834 | 20,834 | — | $54.54万 | 新建仓 |
| RKT | ROCKET COS INC | $54.51万 | 0.01% | 34,608 | -29,497 | -46.0% | -$46.46万 | 减仓 |
| FTI | TECHNIPFMC PLC | $54.07万 | 0.01% | 8,155 | 4,262 | 109.5% | $28.26万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $53.79万 | 0.01% | 5,596 | -4,364 | -43.8% | -$41.95万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $53.54万 | 0.01% | 11,382 | 11,382 | — | $53.54万 | 新建仓 |
| CR | CRANE COMPANY | $53.44万 | 0.01% | 2,395 | 8 | 0.3% | $1,785 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $53.39万 | 0.01% | 2,086 | 474 | 29.4% | $12.13万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $53.34万 | 0.01% | 2,516 | 1 | 0.0% | $212 | 加仓 |
| FTNT | FORTINET INC | $53.20万 | 0.01% | 3,463 | -8,640 | -71.4% | -$132.73万 | 减仓 |
| MUSA | MURPHY USA INC | $53.20万 | 0.01% | 987 | -138 | -12.3% | -$7.44万 | 减仓 |
| QYLD | GLOBAL X FDS | $53.18万 | 0.01% | 28,856 | -442 | -1.5% | -$8,146 | 减仓 |
| J | JACOBS SOLUTIONS INC | $53.11万 | 0.01% | 4,215 | 13 | 0.3% | $1,638 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $52.84万 | 0.01% | 42,872 | -3,800 | -8.1% | -$4.68万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $52.84万 | 0.01% | 5,763 | 28 | 0.5% | $2,567 | 加仓 |
| QLYS | QUALYS INC | $52.74万 | 0.01% | 3,836 | 46 | 1.2% | $6,325 | 加仓 |
| WTFC | WINTRUST FINL CORP | $52.67万 | 0.01% | 3,277 | -2 | -0.1% | -$321 | 减仓 |
| UNM | UNUM GROUP | $52.60万 | 0.01% | 5,883 | 5,883 | — | $52.60万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $52.59万 | 0.01% | 9,887 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $52.52万 | 0.01% | 3,667 | 251 | 7.3% | $3.60万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $52.38万 | 0.01% | 410 | -6 | -1.4% | -$7,665 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $52.04万 | 0.01% | 42,271 | -3,200 | -7.0% | -$3.94万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $52.02万 | 0.01% | 4,718 | 479 | 11.3% | $5.28万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $51.85万 | 0.01% | 3,568 | -82,302 | -95.8% | -$1,195.96万 | 减仓 |
| NEU | NEWMARKET CORP | $51.81万 | 0.01% | 653 | 25 | 4.0% | $1.98万 | 加仓 |
| IX | ORIX CORP | $51.22万 | 0.01% | 13,464 | 5,007 | 59.2% | $19.05万 | 加仓 |
| TLTW | ISHARES TR | $51.01万 | 0.01% | 22,833 | -1,407 | -5.8% | -$3.14万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $50.81万 | 0.01% | 16,114 | 1,482 | 10.1% | $4.67万 | 加仓 |
| WWD | WOODWARD INC | $50.50万 | 0.01% | 1,187 | 550 | 86.3% | $23.40万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $50.44万 | 0.01% | 9,778 | 9,778 | — | $50.44万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $50.42万 | 0.01% | 29,908 | -809 | -2.6% | -$1.36万 | 减仓 |
| AIR | AAR CORP | $50.08万 | 0.01% | 3,504 | 52 | 1.5% | $7,432 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $49.96万 | 0.01% | 24,754 | -1,375 | -5.3% | -$2.78万 | 减仓 |
| GWW | WW GRAINGER INC | $49.93万 | 0.01% | 367 | 44 | 13.6% | $5.99万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $49.91万 | 0.01% | 2,668 | 35 | 1.3% | $6,548 | 加仓 |
| B | BARRICK MNG CORP | $49.80万 | 0.01% | 13,557 | -328 | -2.4% | -$1.20万 | 减仓 |
| IGV | ISHARES TR | $49.77万 | 0.01% | 5,493 | 5,493 | — | $49.77万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $49.74万 | 0.01% | 2,567 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $49.46万 | 0.01% | 4,526 | 41 | 0.9% | $4,480 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $49.42万 | 0.01% | 16,092 | -847 | -5.0% | -$2.60万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $49.10万 | 0.01% | 10,269 | -770 | -7.0% | -$3.68万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $49.09万 | 0.01% | 5,890 | 2,253 | 61.9% | $18.78万 | 加仓 |
| D | DOMINION ENERGY INC | $49.08万 | 0.01% | 7,187 | -257 | -3.5% | -$1.76万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $49.01万 | 0.01% | 4,936 | -324 | -6.2% | -$3.22万 | 减仓 |
| UMBF | UMB FINL CORP | $48.60万 | 0.01% | 3,403 | 531 | 18.5% | $7.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.56万 | 0.01% | 6,947 | 6,947 | — | $48.56万 | 新建仓 |
| EFX | EQUIFAX INC | $48.25万 | 0.01% | 3,040 | -36 | -1.2% | -$5,714 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $48.19万 | 0.01% | 4,994 | 99 | 2.0% | $9,553 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $48.13万 | 0.01% | 11,183 | 11,183 | — | $48.13万 | 新建仓 |