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
QQQ 加仓+$39.13万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $4.76万 | 0.02% | 614 | 614 | — | $4.76万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $4.78万 | 0.02% | 244 | 2 | 0.8% | $392 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $4.83万 | 0.02% | 3,267 | 86 | 2.7% | $1,270 | 加仓 |
| DHR | DANAHER CORP DEL | $4.83万 | 0.02% | 255 | -4 | -1.5% | -$758 | 减仓 |
| AEE | AMEREN CORP | $4.96万 | 0.02% | 451 | 24 | 5.6% | $2,638 | 加仓 |
| TMUS | T-MOBILE US INC | $4.98万 | 0.02% | 237 | -47 | -16.5% | -$9,872 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $4.98万 | 0.02% | 73 | 3 | 4.3% | $2,047 | 加仓 |
| GE | GE AEROSPACE | $5.05万 | 0.02% | 178 | 6 | 3.5% | $1,703 | 加仓 |
| EBAY | EBAY INC. | $5.07万 | 0.02% | 557 | 64 | 13.0% | $5,825 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5.07万 | 0.02% | 339 | 337 | 16,850.0% | $5.04万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5.14万 | 0.02% | 902 | 569 | 170.9% | $3.24万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $5.20万 | 0.02% | 555 | 2 | 0.4% | $187 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $5.24万 | 0.02% | 960 | 960 | — | $5.24万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $5.25万 | 0.02% | 2,053 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $5.26万 | 0.02% | 163 | 6 | 3.8% | $1,937 | 加仓 |
| WT | WISDOMTREE INC | $5.28万 | 0.02% | 3,624 | 3,624 | — | $5.28万 | 新建仓 |
| EOG | EOG RES INC | $5.29万 | 0.02% | 366 | 364 | 18,200.0% | $5.26万 | 加仓 |
| BLK | BLACKROCK INC | $5.39万 | 0.02% | 56 | -7 | -11.1% | -$6,732 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.39万 | 0.02% | 311 | 59 | 23.4% | $1.02万 | 加仓 |
| GLPI | GAMING & LEISURE P | $5.43万 | 0.02% | 1,223 | 896 | 274.0% | $3.98万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.43万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $5.48万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $5.53万 | 0.02% | 1,627 | 1 | 0.1% | $34 | 加仓 |
| XME | SPDR SERIES TRUST | $5.54万 | 0.02% | 513 | 513 | — | $5.54万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5.55万 | 0.02% | 136 | 3 | 2.3% | $1,224 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5.56万 | 0.02% | 92 | 3 | 3.4% | $1,813 | 加仓 |
| DGRO | ISHARES TR | $5.56万 | 0.02% | 793 | 4 | 0.5% | $281 | 加仓 |
| EFAV | ISHARES TR | $5.61万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.68万 | 0.02% | 65 | 2 | 3.2% | $1,748 | 加仓 |
| IOT | SAMSARA INC | $5.80万 | 0.02% | 1,831 | 1,357 | 286.3% | $4.30万 | 加仓 |
| USHY | ISHARES TR | $5.92万 | 0.02% | 1,606 | 18 | 1.1% | $663 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6.02万 | 0.02% | 639 | 2 | 0.3% | $188 | 加仓 |
| CI | THE CIGNA GROUP | $6.08万 | 0.02% | 228 | -106 | -31.7% | -$2.83万 | 减仓 |
| PAVE | GLOBAL X FDS | $6.12万 | 0.02% | 1,205 | 8 | 0.7% | $406 | 加仓 |
| IFRA | ISHARES TR | $6.13万 | 0.02% | 1,072 | 6 | 0.6% | $343 | 加仓 |
| RAAX | VANECK ETF TRUST | $6.16万 | 0.02% | 1,514 | 1,119 | 283.3% | $4.56万 | 重新持有 |
| SPGM | SPDR INDEX SHS FDS | $6.47万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $6.51万 | 0.02% | 301 | 86 | 40.0% | $1.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.63万 | 0.02% | 245 | 39 | 18.9% | $1.06万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $6.65万 | 0.02% | 733 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $6.65万 | 0.02% | 1,985 | 558 | 39.1% | $1.87万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $6.66万 | 0.02% | 642 | 642 | — | $6.66万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $6.68万 | 0.02% | 1,216 | 1,179 | 3,186.5% | $6.48万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6.68万 | 0.02% | 53 | 1 | 1.9% | $1,261 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.73万 | 0.02% | 155 | 6 | 4.0% | $2,604 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $6.77万 | 0.02% | 115 | 2 | 1.8% | $1,177 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $6.82万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $6.85万 | 0.02% | 536 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $6.99万 | 0.03% | 2,105 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.00万 | 0.03% | 699 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.02万 | 0.03% | 1,157 | 40 | 3.6% | $2,426 | 加仓 |
| LOW | LOWES COS INC | $7.21万 | 0.03% | 305 | 8 | 2.7% | $1,890 | 加仓 |
| DVY | ISHARES TR | $7.23万 | 0.03% | 478 | 3 | 0.6% | $454 | 加仓 |
| IWP | ISHARES TR | $7.36万 | 0.03% | 575 | 1 | 0.2% | $128 | 加仓 |
| BA | BOEING CO | $7.37万 | 0.03% | 370 | 35 | 10.4% | $6,968 | 加仓 |
| BOND | PIMCO ETF TR | $7.37万 | 0.03% | 799 | 11 | 1.4% | $1,015 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $7.40万 | 0.03% | 3,101 | 29 | 0.9% | $692 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $7.48万 | 0.03% | 1,011 | 2 | 0.2% | $148 | 加仓 |
| INTC | INTEL CORP | $7.52万 | 0.03% | 1,704 | 98 | 6.1% | $4,324 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $7.53万 | 0.03% | 665 | 162 | 32.2% | $1.83万 | 加仓 |
| SCZ | ISHARES TR | $7.55万 | 0.03% | 963 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $7.65万 | 0.03% | 438 | 340 | 346.9% | $5.94万 | 加仓 |
| BXP | BXP INC | $7.95万 | 0.03% | 1,532 | 325 | 26.9% | $1.69万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $8.05万 | 0.03% | 1,695 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $8.07万 | 0.03% | 1,739 | 394 | 29.3% | $1.83万 | 加仓 |
| TJX | TJX COS INC NEW | $8.83万 | 0.03% | 553 | 19 | 3.6% | $3,034 | 加仓 |
| REET | ISHARES TR | $8.86万 | 0.03% | 3,523 | 11 | 0.3% | $277 | 加仓 |
| TWLO | TWILIO INC | $8.93万 | 0.03% | 710 | 379 | 114.5% | $4.77万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $9.07万 | 0.03% | 1,395 | 986 | 241.1% | $6.41万 | 加仓 |
| T | AT&T INC | $9.16万 | 0.03% | 3,158 | 575 | 22.3% | $1.67万 | 加仓 |
| CAT | CATERPILLAR INC | $9.25万 | 0.03% | 131 | 1 | 0.8% | $706 | 加仓 |
| ICVT | ISHARES TR | $9.27万 | 0.03% | 911 | 2 | 0.2% | $203 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.29万 | 0.03% | 275 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $9.38万 | 0.03% | 965 | -192 | -16.6% | -$1.87万 | 减仓 |
| IJH | ISHARES TR | $9.42万 | 0.03% | 1,395 | -117 | -7.7% | -$7,901 | 减仓 |
| AMLP | ALPS ETF TR | $9.63万 | 0.03% | 1,829 | -154 | -7.8% | -$8,105 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $9.67万 | 0.03% | 1,678 | 70 | 4.4% | $4,035 | 加仓 |
| WM | WASTE MGMT INC DEL | $9.70万 | 0.03% | 422 | -132 | -23.8% | -$3.03万 | 减仓 |
| AMGN | AMGEN INC | $9.71万 | 0.03% | 276 | -26 | -8.6% | -$9,148 | 减仓 |
| MMM | 3M CO | $9.76万 | 0.03% | 672 | 7 | 1.1% | $1,017 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $9.85万 | 0.04% | 1,256 | 7 | 0.6% | $549 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $9.91万 | 0.04% | 2,007 | 10 | 0.5% | $494 | 加仓 |
| VIS | VANGUARD WORLD FD | $10.20万 | 0.04% | 327 | 1 | 0.3% | $312 | 加仓 |
| CSCO | CISCO SYS INC | $10.27万 | 0.04% | 1,324 | 30 | 2.3% | $2,328 | 加仓 |
| AOA | ISHARES TR | $10.36万 | 0.04% | 1,170 | -33 | -2.7% | -$2,921 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $10.38万 | 0.04% | 1,754 | 46 | 2.7% | $2,721 | 加仓 |
| AOR | ISHARES TR | $11.22万 | 0.04% | 1,744 | 366 | 26.6% | $2.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $11.39万 | 0.04% | 163 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $11.75万 | 0.04% | 1,222 | -104 | -7.8% | -$1.00万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $11.84万 | 0.04% | 2,339 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $12.07万 | 0.04% | 971 | 72 | 8.0% | $8,948 | 加仓 |
| — | PROSHARES TR | $12.30万 | 0.04% | 2,865 | 13 | 0.5% | $558 | 加仓 |
| IWS | ISHARES TR | $12.33万 | 0.04% | 846 | 3 | 0.4% | $437 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $12.39万 | 0.04% | 1,251 | 68 | 5.7% | $6,736 | 加仓 |
| IGM | ISHARES TR | $12.59万 | 0.05% | 1,062 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $12.85万 | 0.05% | 530 | -25 | -4.5% | -$6,063 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $12.86万 | 0.05% | 3,360 | -360 | -9.7% | -$1.38万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $13.08万 | 0.05% | 892 | 2 | 0.2% | $293 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $13.08万 | 0.05% | 641 | 3 | 0.5% | $612 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $13.22万 | 0.05% | 3,493 | 51 | 1.5% | $1,930 | 加仓 |