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 |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC. | $38.49万 | 0.01% | 2,277 | 2,277 | — | $38.49万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $38.26万 | 0.01% | 5,878 | 5,878 | — | $38.26万 | 新建仓 |
| UI | UBIQUITI INC | $38.01万 | 0.01% | 481 | 481 | — | $38.01万 | 新建仓 |
| RDNT | RADNET INC | $37.89万 | 0.01% | 6,780 | 6,780 | — | $37.89万 | 新建仓 |
| PATK | PATRICK INDS INC | $37.82万 | 0.01% | 3,405 | 3,405 | — | $37.82万 | 新建仓 |
| AIR | AAR CORP | $37.79万 | 0.01% | 3,452 | 3,452 | — | $37.79万 | 新建仓 |
| TER | TERADYNE INC | $37.78万 | 0.01% | 1,274 | 1,274 | — | $37.78万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $37.50万 | 0.01% | 2,562 | 2,562 | — | $37.50万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $37.30万 | 0.01% | 6,032 | 1,364 | 29.2% | $8.44万 | 加仓 |
| BKH | BLACK HILLS CORP | $37.28万 | 0.01% | 5,371 | 5,371 | — | $37.28万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $37.22万 | 0.01% | 1,612 | 1,612 | — | $37.22万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $37.10万 | 0.01% | 3,969 | 3,969 | — | $37.10万 | 新建仓 |
| ENB | ENBRIDGE INC | $36.97万 | 0.01% | 6,829 | 2,539 | 59.2% | $13.75万 | 加仓 |
| WCC | WESCO INTL INC | $36.80万 | 0.01% | 1,345 | -19 | -1.4% | -$5,199 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $36.54万 | 0.01% | 1,971 | 1,971 | — | $36.54万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $36.51万 | 0.01% | 2,110 | 2,110 | — | $36.51万 | 新建仓 |
| ITT | ITT INC | $36.46万 | 0.01% | 1,911 | 1,911 | — | $36.46万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $36.38万 | 0.01% | 1,294 | 1,294 | — | $36.38万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $36.27万 | 0.01% | 16,006 | 2,628 | 19.6% | $5.95万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $36.22万 | 0.01% | 7,549 | -2,044 | -21.3% | -$9.81万 | 减仓 |
| PAYX | PAYCHEX INC | $36.02万 | 0.01% | 3,910 | 2,065 | 111.9% | $19.02万 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $36.02万 | 0.01% | 1,539 | 1,539 | — | $36.02万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.00万 | 0.01% | 9,320 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $35.90万 | 0.01% | 14,973 | 699 | 4.9% | $1.68万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $35.74万 | 0.01% | 4,166 | 4,166 | — | $35.74万 | 新建仓 |
| CLX | CLOROX CO DEL | $35.34万 | 0.01% | 3,410 | 412 | 13.7% | $4.27万 | 重新持有 |
| MMSI | MERIT MED SYS INC | $35.33万 | 0.01% | 5,125 | 2,578 | 101.2% | $17.77万 | 重新持有 |
| GWW | WW GRAINGER INC | $35.24万 | 0.01% | 323 | 323 | — | $35.24万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $35.09万 | 0.01% | 9,723 | 9,723 | — | $35.09万 | 新建仓 |
| PI | IMPINJ INC | $35.08万 | 0.01% | 3,416 | 3,416 | — | $35.08万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $35.06万 | 0.01% | 4,580 | 2,032 | 79.7% | $15.55万 | 加仓 |
| CCL | CARNIVAL CORP | $35.02万 | 0.01% | 13,534 | 13,534 | — | $35.02万 | 新建仓 |
| EBAY | EBAY INC. | $34.99万 | 0.01% | 3,844 | 721 | 23.1% | $6.56万 | 加仓 |
| BSY | BENTLEY SYS INC | $34.92万 | 0.01% | 9,943 | -880 | -8.1% | -$3.09万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $34.71万 | 0.01% | 12,900 | 12,900 | — | $34.71万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $34.63万 | 0.01% | 15,989 | -2,930 | -15.5% | -$6.35万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $34.51万 | 0.01% | 1,008 | 552 | 121.1% | $18.90万 | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $34.39万 | 0.01% | 1,007 | 1,007 | — | $34.39万 | 新建仓 |
| CLS | CELESTICA INC | $34.31万 | 0.01% | 1,218 | 1,218 | — | $34.31万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $34.29万 | 0.01% | 9,634 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $34.25万 | 0.01% | 7,561 | 7,561 | — | $34.25万 | 新建仓 |
| GRMN | GARMIN LTD | $34.15万 | 0.01% | 1,472 | 633 | 75.4% | $14.68万 | 重新持有 |
| SNPS | SYNOPSYS INC | $33.96万 | 0.01% | 857 | 314 | 57.8% | $12.44万 | 加仓 |
| EQIX | EQUINIX INC | $33.83万 | 0.01% | 345 | 345 | — | $33.83万 | 新建仓 |
| LAD | LITHIA MTRS INC | $33.79万 | 0.01% | 1,353 | 463 | 52.0% | $11.56万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $33.69万 | 0.01% | 5,166 | 5,166 | — | $33.69万 | 新建仓 |
| MAGS | LISTED FDS TR | $33.57万 | 0.01% | 5,794 | 5,794 | — | $33.57万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $33.51万 | 0.01% | 1,492 | 1,492 | — | $33.51万 | 新建仓 |
| QLYS | QUALYS INC | $33.30万 | 0.01% | 3,790 | 3,790 | — | $33.30万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $33.27万 | 0.01% | 4,183 | 4,183 | — | $33.27万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $33.25万 | 0.01% | 2,600 | 2,600 | — | $33.25万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $33.17万 | 0.01% | 1,318 | 1,318 | — | $33.17万 | 新建仓 |
| KVUE | KENVUE INC | $33.08万 | 0.01% | 19,188 | 6,465 | 50.8% | $11.15万 | 加仓 |
| FISV | FISERV INC | $33.00万 | 0.01% | 5,915 | 1,287 | 27.8% | $7.18万 | 加仓 |
| IYC | ISHARES TR | $32.93万 | 0.01% | 3,398 | 3,398 | — | $32.93万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $32.91万 | 0.01% | 9,062 | 9,062 | — | $32.91万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $32.74万 | 0.01% | 1,910 | 1,910 | — | $32.74万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $32.68万 | 0.01% | 2,005 | -388 | -16.2% | -$6.32万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.50万 | 0.01% | 6,422 | -2,143 | -25.0% | -$10.85万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $32.44万 | 0.01% | 4,415 | 4,415 | — | $32.44万 | 新建仓 |
| RBC | RBC BEARINGS INC | $32.42万 | 0.01% | 597 | -124 | -17.2% | -$6.73万 | 减仓 |
| UMBF | UMB FINL CORP | $32.40万 | 0.01% | 2,872 | 2,872 | — | $32.40万 | 新建仓 |
| STT | STATE STR CORP | $32.36万 | 0.01% | 2,557 | 2,557 | — | $32.36万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $32.35万 | 0.01% | 10,608 | 10,608 | — | $32.35万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $32.23万 | 0.01% | 11,967 | 11,967 | — | $32.23万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $32.23万 | 0.01% | 3,331 | 3,331 | — | $32.23万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $32.21万 | 0.01% | 11,729 | 11,729 | — | $32.21万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $32.12万 | 0.01% | 3,934 | 3,934 | — | $32.12万 | 新建仓 |
| VNT | VONTIER CORPORATION | $31.97万 | 0.01% | 9,014 | 1,693 | 23.1% | $6.01万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $31.85万 | 0.01% | 18,605 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $31.85万 | 0.01% | 2,103 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $31.58万 | 0.01% | 6,310 | 6,310 | — | $31.58万 | 新建仓 |
| — | ARCOSA INC | $31.56万 | 0.01% | 2,973 | 2,973 | — | $31.56万 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $31.17万 | 0.01% | 3,437 | 3,437 | — | $31.17万 | 新建仓 |
| DASH | DOORDASH INC | $31.11万 | 0.01% | 2,072 | -198 | -8.7% | -$2.97万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.09万 | 0.01% | 4,277 | 4,277 | — | $31.09万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $31.04万 | 0.01% | 5,494 | 5,494 | — | $31.04万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $30.81万 | 0.01% | 3,361 | 662 | 24.5% | $6.07万 | 加仓 |
| AMCR | AMCOR PLC | $30.78万 | 0.01% | 7,743 | 7,743 | — | $30.78万 | 新建仓 |
| ABCB | AMERIS BANCORP | $30.68万 | 0.01% | 3,932 | 3,932 | — | $30.68万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $30.56万 | 0.01% | 6,805 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $30.34万 | 0.01% | 1,750 | 1,750 | — | $30.34万 | 新建仓 |
| QDPL | PACER FDS TR | $30.32万 | 0.01% | 7,517 | 96 | 1.3% | $3,872 | 加仓 |
| ALC | ALCON AG | $30.30万 | 0.01% | 4,021 | 116 | 3.0% | $8,741 | 加仓 |
| MATX | MATSON INC | $29.98万 | 0.01% | 1,829 | 1,829 | — | $29.98万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $29.97万 | 0.01% | 3,541 | 3,541 | — | $29.97万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $29.95万 | 0.01% | 4,906 | 4,906 | — | $29.95万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $29.95万 | 0.01% | 6,763 | 0 | 0.0% | — | 不变 |
| TDI | TOUCHSTONE ETF TRUST | $29.86万 | 0.01% | 7,240 | 7,240 | — | $29.86万 | 新建仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $29.85万 | 0.01% | 8,880 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $29.85万 | 0.01% | 1,990 | -344 | -14.7% | -$5.16万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $29.83万 | 0.01% | 1,861 | 1,861 | — | $29.83万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $29.83万 | 0.01% | 4,817 | 4,817 | — | $29.83万 | 新建仓 |
| EXPO | EXPONENT INC | $29.78万 | 0.01% | 4,564 | 1,196 | 35.5% | $7.80万 | 加仓 |
| OIH | VANECK ETF TRUST | $29.75万 | 0.01% | 736 | 736 | — | $29.75万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $29.72万 | 0.01% | 7,084 | 7,084 | — | $29.72万 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $29.71万 | 0.01% | 24,355 | 84 | 0.3% | $1,025 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $29.62万 | 0.01% | 2,597 | 2,597 | — | $29.62万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $29.60万 | 0.01% | 5,720 | 466 | 8.9% | $2.41万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $29.54万 | 0.01% | 15,890 | 15,890 | — | $29.54万 | 新建仓 |