ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK CA · SEC CIK 0001976256
$2.79亿2026Q1 申报市值
1,075持仓数
47.7%前十大占比 · 第一大 11.4%
148 / 38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
IUSB 加仓+$92.72万
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TOST 加仓+$34.88万
RSP 加仓+$26.93万
AVEM 加仓+$23.03万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$59.03万
TSLA 减仓-$54.13万
SCHX 减仓-$42.25万
FPEI 减仓-$28.99万
KKR 减仓-$27.13万
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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $0 | 0.00% | 0 | -716 | -100.0% | -$7.57万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,429 | -100.0% | -$6.96万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -4,390 | -100.0% | -$6.46万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFSL | TFS FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RLI | RLI CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -2,662 | -100.0% | -$4.57万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -288 | -100.0% | -$2.22万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -272 | -100.0% | -$2.18万 | 清仓 |
| — | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -682 | -100.0% | -$2.11万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -36 | -100.0% | -$1.76万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -718 | -100.0% | -$1.36万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -118 | -100.0% | -$1.07万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -243 | -100.0% | -$9,322 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -32 | -100.0% | -$8,073 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$7,474 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -186 | -100.0% | -$7,082 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -159 | -100.0% | -$5,847 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -128 | -100.0% | -$5,433 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -56 | -100.0% | -$5,192 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -151 | -100.0% | -$3,794 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -163 | -100.0% | -$3,749 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | -737 | -100.0% | -$3,685 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -36 | -100.0% | -$3,657 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -30 | -100.0% | -$3,591 | 清仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $0 | 0.00% | 0 | -54 | -100.0% | -$3,588 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -265 | -100.0% | -$3,448 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -17 | -100.0% | -$3,249 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$3,185 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,575 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,386 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -27 | -100.0% | -$1,868 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -183 | -100.0% | -$1,862 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -129 | -100.0% | -$1,635 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -47 | -100.0% | -$1,272 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,019 | 清仓 |
| CAR | AVIS BUDGET GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -6 | -100.0% | -$842 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$506 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -54 | -100.0% | -$436 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$301 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$223 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GALMED PHARMACEUTICALS LTD | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $6 | 0.00% | 0 | — | — | — | 申报中断 |
| — | U S ENERGY CORP DEL | $10 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $14 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $20 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ALIGOS THERAPEUTICS INC | $30 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $54 | 0.00% | 30 | 30 | — | $54 | 新建仓 |
| IETC | ISHARES U S ETF TR | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $100 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $109 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $121 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $176 | 0.00% | 7 | 5 | 250.0% | $126 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $223 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $267 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $269 | 0.00% | 14 | 14 | — | $269 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $280 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $283 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $299 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $336 | 0.00% | 20 | -754 | -97.4% | -$1.27万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $339 | 0.00% | 8 | -43 | -84.3% | -$1,822 | 减仓 |
| GLIBK | GCI LIBERTY INC | $373 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $421 | 0.00% | 3 | 2 | 200.0% | $281 | 加仓 |
| HSY | HERSHEY CO | $427 | 0.00% | 2 | -2 | -50.0% | -$427 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $430 | 0.00% | 47 | 47 | — | $430 | 新建仓 |