ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK CA · SEC CIK 0001976256
$3.34亿2026Q2 申报市值
1,305持仓数
45.9%前十大占比 · 第一大 10.7%
257 / 62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
IUSB 加仓+$396.96万
LLY 加仓+$101.25万
JNJ 加仓+$87.44万
AVDE 加仓+$75.80万
QQQ 加仓+$75.26万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$40.58万
EXXON MOBIL CORP 清仓-$39.76万
STRL 减仓-$34.75万
SCHX 减仓-$32.79万
FICO 减仓-$21.51万
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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $2.87万 | 0.01% | 339 | 261 | 334.6% | $2.21万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $2.87万 | 0.01% | 415 | 349 | 528.8% | $2.41万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.88万 | 0.01% | 99 | 44 | 80.0% | $1.28万 | 加仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $2.88万 | 0.01% | 1,500 | 1,500 | — | $2.88万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.88万 | 0.01% | 402 | 382 | 1,910.0% | $2.74万 | 加仓 |
| FNB | F N B CORP | $2.88万 | 0.01% | 1,510 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $2.88万 | 0.01% | 212 | 169 | 393.0% | $2.30万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.88万 | 0.01% | 132 | 32 | 32.0% | $6,991 | 加仓 |
| MSM | MSC INDL DIRECT INC | $2.91万 | 0.01% | 245 | 116 | 89.9% | $1.38万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $2.91万 | 0.01% | 561 | 383 | 215.2% | $1.99万 | 加仓 |
| MIDD | MIDDLEBY CORP | $2.92万 | 0.01% | 170 | 144 | 553.8% | $2.48万 | 加仓 |
| COO | COOPER COS INC | $2.93万 | 0.01% | 408 | 375 | 1,136.4% | $2.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.95万 | 0.01% | 409 | 277 | 209.8% | $2.00万 | 加仓 |
| IQV | IQVIA HLDGS INC | $2.96万 | 0.01% | 153 | 105 | 218.8% | $2.03万 | 加仓 |
| XYZ | BLOCK INC | $2.96万 | 0.01% | 389 | 292 | 301.0% | $2.22万 | 加仓 |
| NTRA | NATERA INC | $2.96万 | 0.01% | 109 | 109 | — | $2.96万 | 新建仓 |
| DT | DYNATRACE INC | $2.96万 | 0.01% | 674 | 64 | 10.5% | $2,810 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $2.96万 | 0.01% | 1,971 | 103 | 5.5% | $1,548 | 加仓 |
| POOL | POOL CORP | $2.97万 | 0.01% | 138 | 133 | 2,660.0% | $2.86万 | 加仓 |
| STT | STATE STR CORP | $2.97万 | 0.01% | 175 | 106 | 153.6% | $1.80万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2.97万 | 0.01% | 424 | 323 | 319.8% | $2.26万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2.98万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.98万 | 0.01% | 690 | 317 | 85.0% | $1.37万 | 加仓 |
| ALLE | ALLEGION PLC | $2.98万 | 0.01% | 212 | 200 | 1,666.7% | $2.81万 | 加仓 |
| NEM | NEWMONT CORP | $3.06万 | 0.01% | 328 | 190 | 137.7% | $1.77万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3.07万 | 0.01% | 560 | -56 | -9.1% | -$3,074 | 减仓 |
| AME | AMETEK INC | $3.12万 | 0.01% | 129 | 91 | 239.5% | $2.20万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3.13万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $3.14万 | 0.01% | 384 | -129 | -25.1% | -$1.06万 | 减仓 |
| VSAT | VIASAT INC | $3.16万 | 0.01% | 352 | 318 | 935.3% | $2.86万 | 加仓 |
| BB | BLACKBERRY LTD | $3.16万 | 0.01% | 2,500 | 2,500 | — | $3.16万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $3.18万 | 0.01% | 196 | 171 | 684.0% | $2.78万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $3.21万 | 0.01% | 1,065 | 940 | 752.0% | $2.84万 | 加仓 |
| NFLX | NETFLIX INC. | $3.22万 | 0.01% | 451 | -771 | -63.1% | -$5.51万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.24万 | 0.01% | 102 | 80 | 363.6% | $2.54万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.24万 | 0.01% | 66 | 40 | 153.8% | $1.96万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $3.24万 | 0.01% | 239 | 150 | 168.5% | $2.03万 | 加仓 |
| CATH | GLOBAL X FDS | $3.27万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.28万 | 0.01% | 46 | 22 | 91.7% | $1.57万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $3.28万 | 0.01% | 201 | 18 | 9.8% | $2,940 | 加仓 |
| FDS | FACTSET RESH SYS INC | $3.29万 | 0.01% | 143 | -23 | -13.9% | -$5,292 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.29万 | 0.01% | 417 | 5 | 1.2% | $395 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $3.29万 | 0.01% | 144 | 78 | 118.2% | $1.78万 | 加仓 |
| GL | GLOBE LIFE INC | $3.29万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.30万 | 0.01% | 215 | 75 | 53.6% | $1.15万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.31万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $3.31万 | 0.01% | 361 | 303 | 522.4% | $2.78万 | 加仓 |
| GPC | GENUINE PARTS CO | $3.32万 | 0.01% | 281 | 235 | 510.9% | $2.77万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $3.32万 | 0.01% | 386 | 229 | 145.9% | $1.97万 | 加仓 |
| RPM | RPM INTL INC | $3.33万 | 0.01% | 300 | 261 | 669.2% | $2.90万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $3.34万 | 0.01% | 254 | 76 | 42.7% | $9,989 | 加仓 |
| DAL | DELTA AIR LINES INC | $3.35万 | 0.01% | 358 | 237 | 195.9% | $2.22万 | 加仓 |
| GATX | GATX CORP | $3.37万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3.37万 | 0.01% | 2,427 | 335 | 16.0% | $4,657 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.40万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $3.40万 | 0.01% | 667 | 7 | 1.1% | $357 | 加仓 |
| EQT | EQT CORP | $3.41万 | 0.01% | 641 | -49 | -7.1% | -$2,606 | 减仓 |
| CPRT | COPART INC | $3.43万 | 0.01% | 1,218 | 1,094 | 882.3% | $3.08万 | 加仓 |
| TER | TERADYNE INC | $3.44万 | 0.01% | 71 | 66 | 1,320.0% | $3.19万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3.44万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $3.45万 | 0.01% | 192 | 174 | 966.7% | $3.13万 | 加仓 |
| CGNX | COGNEX CORP | $3.46万 | 0.01% | 478 | 413 | 635.4% | $2.99万 | 加仓 |
| AGCO | AGCO CORP | $3.47万 | 0.01% | 290 | 232 | 400.0% | $2.78万 | 加仓 |
| RHI | ROBERT HALF INC. | $3.49万 | 0.01% | 1,136 | 975 | 605.6% | $2.99万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3.50万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $3.51万 | 0.01% | 671 | -33 | -4.7% | -$1,727 | 减仓 |
| ARMK | ARAMARK | $3.52万 | 0.01% | 618 | 597 | 2,842.9% | $3.40万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $3.52万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $3.53万 | 0.01% | 462 | 372 | 413.3% | $2.84万 | 加仓 |
| GWW | WW GRAINGER INC | $3.54万 | 0.01% | 26 | 21 | 420.0% | $2.86万 | 加仓 |
| IRM | IRON MTN INC DEL | $3.57万 | 0.01% | 283 | 231 | 444.2% | $2.92万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3.58万 | 0.01% | 342 | 285 | 500.0% | $2.98万 | 加仓 |
| GM | GENERAL MTRS CO | $3.58万 | 0.01% | 464 | 192 | 70.6% | $1.48万 | 加仓 |
| PPG | PPG INDS INC | $3.61万 | 0.01% | 298 | 279 | 1,468.4% | $3.38万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $3.62万 | 0.01% | 951 | 884 | 1,319.4% | $3.36万 | 加仓 |
| YUM | YUM BRANDS INC | $3.63万 | 0.01% | 227 | 70 | 44.6% | $1.12万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $3.63万 | 0.01% | 153 | 113 | 282.5% | $2.68万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $3.64万 | 0.01% | 440 | -91 | -17.1% | -$7,538 | 减仓 |
| ICF | ISHARES TR | $3.65万 | 0.01% | 540 | 3 | 0.6% | $203 | 加仓 |
| NVT | NVENT ELEC PLC | $3.66万 | 0.01% | 216 | 183 | 554.5% | $3.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $3.67万 | 0.01% | 444 | 75 | 20.3% | $6,198 | 加仓 |
| CVS | CVS HEALTH CORP | $3.68万 | 0.01% | 356 | 105 | 41.8% | $1.09万 | 加仓 |
| GLPI | GAMING & LEISURE P | $3.70万 | 0.01% | 832 | -391 | -32.0% | -$1.74万 | 减仓 |
| USB | US BANCORP | $3.72万 | 0.01% | 616 | 532 | 633.3% | $3.21万 | 加仓 |
| TKR | TIMKEN CO | $3.78万 | 0.01% | 260 | 210 | 420.0% | $3.05万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.78万 | 0.01% | 894 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.79万 | 0.01% | 1,139 | 38 | 3.5% | $1,265 | 加仓 |
| EPR | EPR PPTYS | $3.81万 | 0.01% | 657 | 580 | 753.2% | $3.36万 | 加仓 |
| PPLI | PEOPLE INC | $3.81万 | 0.01% | 826 | 21 | 2.6% | $969 | 加仓 |
| REG | REGENCY CTRS CORP | $3.84万 | 0.01% | 481 | 406 | 541.3% | $3.24万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $3.84万 | 0.01% | 1,138 | 1,084 | 2,007.4% | $3.66万 | 加仓 |
| — | QORVO INC | $3.85万 | 0.01% | 413 | 310 | 301.0% | $2.89万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3.86万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $3.87万 | 0.01% | 67 | 43 | 179.2% | $2.48万 | 加仓 |
| WWD | WOODWARD INC | $3.87万 | 0.01% | 91 | 77 | 550.0% | $3.28万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3.88万 | 0.01% | 268 | 150 | 127.1% | $2.17万 | 加仓 |
| CTAS | CINTAS CORP | $3.88万 | 0.01% | 228 | 199 | 686.2% | $3.38万 | 加仓 |
| AYI | ACUITY INC | $3.88万 | 0.01% | 103 | 54 | 110.2% | $2.03万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3.90万 | 0.01% | 104 | 14 | 15.6% | $5,255 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $3.91万 | 0.01% | 502 | 502 | — | $3.91万 | 新建仓 |