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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.70亿 | 3.15% | 587,164 | -2,874 | -0.5% | -$83.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.37亿 | 2.54% | 200,052 | 60,793 | 43.7% | $4,175.33万 | 加仓 |
| GLD | SPDR GOLD TR | $1.09亿 | 2.01% | 295,275 | -11,693 | -3.8% | -$430.75万 | 减仓 |
| BOKF | BOK FINL CORP | $1.07亿 | 1.98% | 770,026 | 770,026 | — | $1.07亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1.05亿 | 1.95% | 527,328 | 27,601 | 5.5% | $552.11万 | 加仓 |
| GOOGL | ALPHABET INC | $9,489.96万 | 1.76% | 265,550 | 23,341 | 9.6% | $834.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,724.04万 | 1.62% | 233,876 | 2,899 | 1.3% | $108.14万 | 加仓 |
| AMZN | AMAZON COM INC | $7,629.78万 | 1.41% | 320,122 | 17,641 | 5.8% | $420.45万 | 加仓 |
| IVV | ISHARES TR | $7,560.40万 | 1.40% | 100,954 | 11,878 | 13.3% | $889.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,504.84万 | 1.39% | 871,237 | 480,535 | 123.0% | $4,139.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,438.04万 | 1.19% | 196,682 | 25,171 | 14.7% | $823.93万 | 加仓 |
| AVGO | BROADCOM INC | $6,145.71万 | 1.14% | 162,693 | -3,171 | -1.9% | -$119.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,530.65万 | 1.02% | 73,906 | 43,884 | 146.2% | $3,284.00万 | 重新持有 |
| — | EXXON MOBIL CORP | $5,360.80万 | 0.99% | 392,100 | 4,210 | 1.1% | $57.56万 | 加仓 |
| LLY | ELI LILLY & CO | $5,037.99万 | 0.93% | 42,067 | -167 | -0.4% | -$20.00万 | 减仓 |
| HD | HOME DEPOT INC | $4,701.37万 | 0.87% | 133,466 | 10,519 | 8.6% | $370.53万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,663.09万 | 0.86% | 767,081 | 767,081 | — | $4,663.09万 | 新建仓 |
| GOOG | ALPHABET INC | $4,505.27万 | 0.83% | 127,665 | 9,320 | 7.9% | $328.90万 | 加仓 |
| QUAL | ISHARES TR | $4,415.88万 | 0.82% | 201,242 | 24,609 | 13.9% | $540.00万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,088.45万 | 0.76% | 504,374 | -218,468 | -30.2% | -$1,770.90万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,051.24万 | 0.75% | 35,098 | -413 | -1.2% | -$47.67万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3,882.71万 | 0.72% | 326,305 | 326,305 | — | $3,882.71万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $3,863.41万 | 0.72% | 202,782 | -13,752 | -6.4% | -$262.00万 | 减仓 |
| IJR | ISHARES TR | $3,801.76万 | 0.70% | 256,339 | 28,186 | 12.4% | $418.03万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,794.68万 | 0.70% | 1,032,284 | 108 | 0.0% | $3,970 | 加仓 |
| GARP | ISHARES TR | $3,785.59万 | 0.70% | 458,581 | 458,581 | — | $3,785.59万 | 新建仓 |
| EMXC | ISHARES INC | $3,773.29万 | 0.70% | 368,846 | 32,138 | 9.5% | $328.77万 | 加仓 |
| META | META PLATFORMS INC | $3,746.19万 | 0.69% | 66,600 | 39,227 | 143.3% | $2,206.48万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,667.11万 | 0.68% | 514,683 | 118,871 | 30.0% | $846.96万 | 加仓 |
| PTRB | PGIM ETF TR | $3,617.45万 | 0.67% | 869,256 | 869,256 | — | $3,617.45万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $3,573.83万 | 0.66% | 443,568 | 83,928 | 23.3% | $676.21万 | 加仓 |
| IEFA | ISHARES TR | $3,550.54万 | 0.66% | 367,626 | -1,315 | -0.4% | -$12.70万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,438.12万 | 0.64% | 415,986 | 10,653 | 2.6% | $88.05万 | 加仓 |
| IJH | ISHARES TR | $3,353.72万 | 0.62% | 434,926 | 6,426 | 1.5% | $49.55万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,137.42万 | 0.58% | 402,698 | 59,163 | 17.2% | $460.94万 | 加仓 |
| INTF | ISHARES TR | $3,035.95万 | 0.56% | 741,199 | 741,199 | — | $3,035.95万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $3,027.56万 | 0.56% | 330,375 | 28,277 | 9.4% | $259.13万 | 加仓 |
| USFR | WISDOMTREE TR | $2,983.01万 | 0.55% | 592,455 | 96,571 | 19.5% | $486.23万 | 加仓 |
| IEMG | ISHARES INC | $2,770.07万 | 0.51% | 334,388 | -10,430 | -3.0% | -$86.40万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,726.92万 | 0.51% | 42,693 | -8,700 | -16.9% | -$555.69万 | 减仓 |
| KO | COCA COLA CO | $2,629.08万 | 0.49% | 321,668 | 19,146 | 6.3% | $156.49万 | 加仓 |
| GIGL | GOLDMAN SACHS ETF TR | $2,597.82万 | 0.48% | 513,440 | 513,440 | — | $2,597.82万 | 新建仓 |
| FEGE | RBB FUND TRUST | $2,539.68万 | 0.47% | 519,149 | 496,052 | 2,147.7% | $2,426.69万 | 加仓 |
| DXJ | WISDOMTREE TR | $2,501.96万 | 0.46% | 144,188 | 41,455 | 40.4% | $719.33万 | 加仓 |
| GOVT | ISHARES TR | $2,488.30万 | 0.46% | 1,092,317 | 131,752 | 13.7% | $300.13万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,469.69万 | 0.46% | 1,005,982 | 18,289 | 1.9% | $44.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,449.19万 | 0.45% | 51,370 | -1,027 | -2.0% | -$48.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,404.95万 | 0.45% | 94,695 | 40 | 0.0% | $1.02万 | 加仓 |
| ABBV | ABBVIE INC | $2,317.53万 | 0.43% | 92,097 | 4,820 | 5.5% | $121.29万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $2,305.64万 | 0.43% | 471,983 | 425,542 | 916.3% | $2,078.77万 | 加仓 |
| TSLA | TESLA INC | $2,196.41万 | 0.41% | 52,501 | 3,999 | 8.2% | $167.30万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,189.80万 | 0.41% | 834,847 | 343,627 | 70.0% | $901.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,180.48万 | 0.40% | 58,925 | -1,291 | -2.1% | -$47.77万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,066.44万 | 0.38% | 60,596 | 10,250 | 20.4% | $349.54万 | 加仓 |
| WMT | WALMART INC | $2,056.30万 | 0.38% | 181,556 | -4,843 | -2.6% | -$54.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,980.61万 | 0.37% | 39,582 | 2,924 | 8.0% | $146.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,953.66万 | 0.36% | 26,865 | 541 | 2.1% | $39.34万 | 加仓 |
| IMCG | ISHARES TR | $1,927.56万 | 0.36% | 196,090 | 56,429 | 40.4% | $554.70万 | 加仓 |
| NOBL | PROSHARES TR | $1,922.15万 | 0.36% | 342,264 | 51,166 | 17.6% | $287.35万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,920.14万 | 0.36% | 121,505 | -3,188 | -2.6% | -$50.38万 | 减仓 |
| MRK | MERCK & CO INC | $1,878.67万 | 0.35% | 145,564 | 28,837 | 24.7% | $372.17万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,876.79万 | 0.35% | 811,408 | -253,238 | -23.8% | -$585.74万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,858.31万 | 0.34% | 728,177 | -228,665 | -23.9% | -$583.55万 | 减仓 |
| TLT | ISHARES TR | $1,853.94万 | 0.34% | 214,526 | 48,359 | 29.1% | $417.92万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,818.25万 | 0.34% | 199,347 | 99,235 | 99.1% | $905.12万 | 加仓 |
| BOND | PIMCO ETF TR | $1,813.94万 | 0.34% | 196,718 | 1,800 | 0.9% | $16.60万 | 加仓 |
| IUSV | ISHARES TR | $1,703.56万 | 0.32% | 154,658 | 115,682 | 296.8% | $1,274.24万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,701.85万 | 0.32% | 567,283 | 103,597 | 22.3% | $310.79万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,700.50万 | 0.31% | 369,273 | 4,089 | 1.1% | $18.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,683.68万 | 0.31% | 17,998 | 2,400 | 15.4% | $224.52万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,682.10万 | 0.31% | 806,567 | 793,230 | 5,947.6% | $1,654.28万 | 加仓 |
| MTUM | ISHARES TR | $1,675.94万 | 0.31% | 48,885 | -3,103 | -6.0% | -$106.38万 | 减仓 |
| MS | MORGAN STANLEY | $1,667.62万 | 0.31% | 79,775 | 2,005 | 2.6% | $41.91万 | 加仓 |
| HEDJ | WISDOMTREE TR | $1,662.95万 | 0.31% | 291,745 | 58,107 | 24.9% | $331.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,611.05万 | 0.30% | 16,005 | 874 | 5.8% | $87.98万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,593.79万 | 0.30% | 212,619 | -20,787 | -8.9% | -$155.82万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,553.21万 | 0.29% | 295,165 | 9,110 | 3.2% | $47.94万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,550.68万 | 0.29% | 305,794 | 4,668 | 1.6% | $23.67万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,521.33万 | 0.28% | 374,896 | 374,896 | — | $1,521.33万 | 新建仓 |
| IWF | ISHARES TR | $1,495.90万 | 0.28% | 120,472 | -10,332 | -7.9% | -$128.29万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $1,460.63万 | 0.27% | 210,982 | 210,982 | — | $1,460.63万 | 新建仓 |
| V | VISA INC | $1,436.40万 | 0.27% | 41,866 | -193 | -0.5% | -$6.62万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,425.62万 | 0.26% | 162,426 | 14,048 | 9.5% | $123.30万 | 加仓 |
| CSCO | CISCO SYS INC | $1,419.41万 | 0.26% | 120,842 | -13,098 | -9.8% | -$153.85万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,407.34万 | 0.26% | 157,809 | -7,027 | -4.3% | -$62.67万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,402.38万 | 0.26% | 186,635 | 9,848 | 5.6% | $74.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,399.15万 | 0.26% | 24,086 | 1,812 | 8.1% | $105.26万 | 加仓 |
| IVW | ISHARES TR | $1,398.05万 | 0.26% | 101,654 | -2,080 | -2.0% | -$28.61万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $1,386.96万 | 0.26% | 233,850 | 233,850 | — | $1,386.96万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1,366.49万 | 0.25% | 93,187 | 14,783 | 18.9% | $216.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,302.62万 | 0.24% | 31,341 | 14,610 | 87.3% | $607.23万 | 加仓 |
| INTC | INTEL CORP | $1,293.76万 | 0.24% | 92,657 | 5,099 | 5.8% | $71.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,292.63万 | 0.24% | 54,629 | 7,422 | 15.7% | $175.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,283.67万 | 0.24% | 45,648 | 4,351 | 10.5% | $122.35万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,263.07万 | 0.23% | 253,730 | 66,721 | 35.7% | $332.14万 | 加仓 |
| DIS | DISNEY WALT CO | $1,247.38万 | 0.23% | 129,176 | 5,361 | 4.3% | $51.77万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,244.51万 | 0.23% | 99,752 | -2,649 | -2.6% | -$33.05万 | 减仓 |
| UTES | ETFIS SER TR I | $1,232.53万 | 0.23% | 150,787 | -46,707 | -23.6% | -$381.78万 | 减仓 |
| IWM | ISHARES TR | $1,179.09万 | 0.22% | 40,030 | 37,370 | 1,404.9% | $1,100.74万 | 重新持有 |
| IVE | ISHARES TR | $1,172.57万 | 0.22% | 51,641 | -10,194 | -16.5% | -$231.47万 | 减仓 |