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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.50亿 | 3.47% | 590,038 | 340,950 | 136.9% | $8,652.97万 | 加仓 |
| GLD | SPDR GOLD TR | $1.32亿 | 3.06% | 306,968 | 107,799 | 54.1% | $4,638.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,715.64万 | 2.02% | 499,727 | 277,903 | 125.3% | $4,846.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,550.10万 | 1.98% | 230,977 | 108,102 | 88.0% | $4,001.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,321.45万 | 1.93% | 139,259 | 10,186 | 7.9% | $608.67万 | 加仓 |
| GOOGL | ALPHABET INC | $6,964.97万 | 1.62% | 242,209 | 165,241 | 214.7% | $4,751.68万 | 加仓 |
| — | EXXON MOBIL CORP | $6,580.93万 | 1.53% | 387,890 | 119,840 | 44.7% | $2,033.20万 | 加仓 |
| AMZN | AMAZON COM INC | $6,299.76万 | 1.46% | 302,481 | 147,231 | 94.8% | $3,066.37万 | 加仓 |
| IVV | ISHARES TR | $5,818.45万 | 1.35% | 89,076 | 74,313 | 503.4% | $4,854.13万 | 加仓 |
| AVGO | BROADCOM INC | $5,133.65万 | 1.19% | 165,864 | 86,930 | 110.1% | $2,690.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $5,102.18万 | 1.18% | 83,233 | 83,233 | — | $5,102.18万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $5,045.15万 | 1.17% | 171,511 | 84,028 | 96.1% | $2,471.76万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,935.56万 | 1.14% | 722,842 | 678,232 | 1,520.4% | $4,630.97万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $4,100.18万 | 0.95% | 1,039,862 | 1,032,576 | 14,172.1% | $4,071.45万 | 加仓 |
| HD | HOME DEPOT INC | $4,043.60万 | 0.94% | 122,947 | 102,083 | 489.3% | $3,357.40万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,905.75万 | 0.91% | 1,032,176 | 13,120 | 1.3% | $49.65万 | 加仓 |
| LLY | ELI LILLY & CO | $3,884.57万 | 0.90% | 42,234 | 21,749 | 106.2% | $2,000.41万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,556.69万 | 0.82% | 495,706 | 495,706 | — | $3,556.69万 | 新建仓 |
| GOOG | ALPHABET INC | $3,394.81万 | 0.79% | 118,345 | 87,318 | 281.4% | $2,504.78万 | 加仓 |
| QUAL | ISHARES TR | $3,387.98万 | 0.79% | 176,633 | 128,082 | 263.8% | $2,456.73万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $3,385.71万 | 0.79% | 59,269 | 59,269 | — | $3,385.71万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,354.13万 | 0.78% | 405,333 | 81,403 | 25.1% | $673.61万 | 加仓 |
| IEFA | ISHARES TR | $3,340.03万 | 0.77% | 368,941 | 55,013 | 17.5% | $498.03万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,221.64万 | 0.75% | 232,912 | 231,447 | 15,798.4% | $3,201.38万 | 加仓 |
| IJH | ISHARES TR | $2,893.66万 | 0.67% | 428,500 | 113,633 | 36.1% | $767.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,877.74万 | 0.67% | 216,534 | 151,542 | 233.2% | $2,014.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,844.25万 | 0.66% | 65,117 | 57,789 | 788.6% | $2,524.17万 | 加仓 |
| IJR | ISHARES TR | $2,836.16万 | 0.66% | 228,153 | 51,370 | 29.1% | $638.58万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,835.67万 | 0.66% | 987,693 | 50,606 | 5.4% | $145.29万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,768.42万 | 0.64% | 302,098 | 94,932 | 45.8% | $869.96万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,693.65万 | 0.62% | 343,535 | 88,849 | 34.9% | $696.66万 | 加仓 |
| EMXC | ISHARES INC | $2,648.54万 | 0.61% | 336,708 | 193,264 | 134.7% | $1,520.21万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,582.04万 | 0.60% | 89,910 | 5,611 | 6.7% | $161.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,536.36万 | 0.59% | 395,812 | 42,302 | 12.0% | $271.07万 | 加仓 |
| USFR | WISDOMTREE TR | $2,496.28万 | 0.58% | 495,884 | 129,083 | 35.2% | $649.80万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,472.11万 | 0.57% | 1,064,646 | 198,085 | 22.9% | $459.95万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,465.49万 | 0.57% | 434,984 | 401,307 | 1,191.6% | $2,274.61万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,451.43万 | 0.57% | 956,842 | 169,997 | 21.6% | $435.53万 | 加仓 |
| IEMG | ISHARES INC | $2,405.11万 | 0.56% | 344,818 | 67,452 | 24.3% | $470.48万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,382.10万 | 0.55% | 115,749 | 115,749 | — | $2,382.10万 | 新建仓 |
| WMT | WALMART INC | $2,320.91万 | 0.54% | 186,399 | 142,206 | 321.8% | $1,770.65万 | 加仓 |
| KO | COCA COLA CO | $2,314.46万 | 0.54% | 302,522 | 238,978 | 376.1% | $1,828.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,313.76万 | 0.54% | 94,655 | 34,118 | 56.4% | $833.98万 | 加仓 |
| HEFA | ISHARES TR | $2,226.92万 | 0.52% | 524,043 | 524,043 | — | $2,226.92万 | 新建仓 |
| GOVT | ISHARES TR | $2,200.65万 | 0.51% | 960,565 | 353,742 | 58.3% | $810.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,931.77万 | 0.45% | 60,216 | 56,313 | 1,442.8% | $1,806.56万 | 加仓 |
| ABBV | ABBVIE INC | $1,898.18万 | 0.44% | 87,277 | 53,414 | 157.7% | $1,161.70万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,846.71万 | 0.43% | 124,693 | 109,375 | 714.0% | $1,619.85万 | 重新持有 |
| TSLA | TESLA INC | $1,803.07万 | 0.42% | 48,502 | 32,605 | 205.1% | $1,212.09万 | 加仓 |
| BOND | PIMCO ETF TR | $1,798.71万 | 0.42% | 194,918 | 8,423 | 4.5% | $77.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,772.76万 | 0.41% | 52,397 | 39,514 | 306.7% | $1,336.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,756.62万 | 0.41% | 36,658 | 23,132 | 171.0% | $1,108.46万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,682.40万 | 0.39% | 365,184 | 357,690 | 4,773.0% | $1,647.88万 | 加仓 |
| DXJ | WISDOMTREE TR | $1,629.14万 | 0.38% | 102,733 | 1,082 | 1.1% | $17.16万 | 加仓 |
| UTES | ETFIS SER TR I | $1,577.98万 | 0.37% | 197,494 | 197,494 | — | $1,577.98万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,566.62万 | 0.36% | 233,406 | 191,679 | 459.4% | $1,286.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,554.27万 | 0.36% | 15,598 | 9,562 | 158.4% | $952.81万 | 加仓 |
| NOBL | PROSHARES TR | $1,542.97万 | 0.36% | 145,549 | 21,244 | 17.1% | $225.21万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,528.21万 | 0.35% | 301,126 | 4,655 | 1.6% | $23.62万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $1,519.34万 | 0.35% | 26,324 | 18,833 | 251.4% | $1,086.98万 | 加仓 |
| TLT | ISHARES TR | $1,440.50万 | 0.33% | 166,167 | 38,395 | 30.0% | $332.85万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,416.70万 | 0.33% | 197,836 | -4,499 | -2.2% | -$32.22万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,412.25万 | 0.33% | 286,055 | 226,381 | 379.4% | $1,117.64万 | 加仓 |
| MRK | MERCK & CO INC | $1,409.94万 | 0.33% | 116,727 | 60,846 | 108.9% | $734.95万 | 加仓 |
| IWF | ISHARES TR | $1,394.35万 | 0.32% | 32,701 | 28,462 | 671.4% | $1,213.60万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,390.14万 | 0.32% | 51,393 | 49,550 | 2,688.6% | $1,340.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,381.67万 | 0.32% | 66,779 | 29,472 | 79.0% | $609.78万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,378.14万 | 0.32% | 148,378 | 22,002 | 17.4% | $204.35万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,343.76万 | 0.31% | 463,686 | 463,686 | — | $1,343.76万 | 新建仓 |
| IVE | ISHARES TR | $1,305.65万 | 0.30% | 61,835 | 34,511 | 126.3% | $728.70万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,291.91万 | 0.30% | 491,220 | 38,255 | 8.4% | $100.61万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,290.17万 | 0.30% | 164,836 | 104,661 | 173.9% | $819.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,280.03万 | 0.30% | 15,131 | 10,372 | 217.9% | $877.43万 | 加仓 |
| MS | MORGAN STANLEY | $1,279.86万 | 0.30% | 77,770 | 19,520 | 33.5% | $321.24万 | 加仓 |
| V | VISA INC | $1,271.19万 | 0.29% | 42,059 | 28,943 | 220.7% | $874.77万 | 加仓 |
| MTUM | ISHARES TR | $1,247.64万 | 0.29% | 51,988 | 10,375 | 24.9% | $248.99万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,235.56万 | 0.29% | 176,787 | 70,961 | 67.1% | $495.95万 | 加仓 |
| HEDJ | WISDOMTREE TR | $1,221.93万 | 0.28% | 233,638 | 30,098 | 14.8% | $157.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,200.10万 | 0.28% | 35,511 | 8,667 | 32.3% | $292.90万 | 加仓 |
| DIS | DISNEY WALT CO | $1,193.33万 | 0.28% | 123,815 | 110,652 | 840.6% | $1,066.46万 | 加仓 |
| NFLX | NETFLIX INC. 看涨期权 | $1,183.41万 | 0.27% | 123,948 | 123,948 | — | $1,183.41万 | 新建仓 |
| IVW | ISHARES TR | $1,173.34万 | 0.27% | 103,734 | 62,389 | 150.9% | $705.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,132.46万 | 0.26% | 78,404 | 34,263 | 77.6% | $494.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,131.22万 | 0.26% | 102,401 | 102,401 | — | $1,131.22万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,129.90万 | 0.26% | 204,119 | 10,779 | 5.6% | $59.67万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,126.01万 | 0.26% | 85,870 | -26,614 | -23.7% | -$348.99万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,117.01万 | 0.26% | 275,331 | 11,347 | 4.3% | $46.03万 | 加仓 |
| IMCG | ISHARES TR | $1,100.11万 | 0.26% | 139,661 | 12,089 | 9.5% | $95.23万 | 加仓 |
| RTX | RTX CORPORATION | $1,082.48万 | 0.25% | 56,117 | 25,419 | 82.8% | $490.32万 | 加仓 |
| T | AT&T INC | $1,053.86万 | 0.24% | 363,526 | 255,049 | 235.1% | $739.39万 | 加仓 |
| CSCO | CISCO SYS INC | $1,039.24万 | 0.24% | 133,940 | 52,248 | 64.0% | $405.39万 | 加仓 |
| AGG | ISHARES TR | $1,038.59万 | 0.24% | 104,623 | 12,672 | 13.8% | $125.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,015.23万 | 0.24% | 47,207 | 25,587 | 118.3% | $550.27万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,003.36万 | 0.23% | 21,202 | 14,530 | 217.8% | $687.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,001.01万 | 0.23% | 41,297 | 20,066 | 94.5% | $486.39万 | 加仓 |
| EFA | ISHARES TR | $994.37万 | 0.23% | 102,375 | 51,425 | 100.9% | $499.49万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $960.31万 | 0.22% | 165,059 | 89,180 | 117.5% | $518.85万 | 加仓 |
| MBB | ISHARES TR | $954.60万 | 0.22% | 100,537 | 60,794 | 153.0% | $577.24万 | 加仓 |
| GDX | VANECK ETF TRUST | $954.27万 | 0.22% | 103,985 | 45,827 | 78.8% | $420.55万 | 加仓 |
| EFV | ISHARES TR | $937.73万 | 0.22% | 126,124 | 69,282 | 121.9% | $515.11万 | 加仓 |