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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $13.36万 | 0.05% | 7,527 | 45 | 0.6% | $799 | 加仓 |
| SHLD | GLOBAL X FDS | $13.45万 | 0.05% | 1,898 | 6 | 0.3% | $425 | 加仓 |
| C | CITIGROUP INC | $13.59万 | 0.05% | 1,198 | 7 | 0.6% | $794 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $14.16万 | 0.05% | 4,098 | 4 | 0.1% | $138 | 加仓 |
| ADI | ANALOG DEVICES INC | $14.16万 | 0.05% | 445 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $14.22万 | 0.05% | 2,790 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $14.27万 | 0.05% | 108 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $14.31万 | 0.05% | 239 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $14.37万 | 0.05% | 288 | 31 | 12.1% | $1.55万 | 加仓 |
| CSX | CSX CORP | $14.57万 | 0.05% | 3,549 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $14.62万 | 0.05% | 4,115 | 4 | 0.1% | $142 | 加仓 |
| MRK | MERCK & CO INC | $14.74万 | 0.05% | 1,225 | 29 | 2.4% | $3,489 | 加仓 |
| AIQ | GLOBAL X FDS | $14.84万 | 0.05% | 3,179 | 2 | 0.1% | $93 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $15.31万 | 0.05% | 2,039 | 4 | 0.2% | $300 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $15.56万 | 0.06% | 765 | 118 | 18.2% | $2.40万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $15.72万 | 0.06% | 2,773 | 905 | 48.4% | $5.13万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $15.72万 | 0.06% | 1,128 | -125 | -10.0% | -$1.74万 | 减仓 |
| VEEV | VEEVA SYS INC | $15.83万 | 0.06% | 901 | 223 | 32.9% | $3.92万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $15.84万 | 0.06% | 615 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $15.88万 | 0.06% | 762 | 12 | 1.6% | $2,501 | 加仓 |
| ONTO | ONTO INNOVATION INC | $16.12万 | 0.06% | 786 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $16.82万 | 0.06% | 536 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $16.97万 | 0.06% | 1,991 | -166 | -7.7% | -$1.41万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $17.14万 | 0.06% | 1,971 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $17.94万 | 0.06% | 3,680 | 122 | 3.4% | $5,948 | 加仓 |
| LH | LABCORP HOLDINGS INC | $18.17万 | 0.07% | 681 | -2 | -0.3% | -$534 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $18.25万 | 0.07% | 394 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $18.77万 | 0.07% | 1,815 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $18.81万 | 0.07% | 1,135 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $19.97万 | 0.07% | 5,063 | 202 | 4.2% | $7,967 | 加仓 |
| NEE | NEXTERA ENERGY INC | $20.22万 | 0.07% | 2,177 | 67 | 3.2% | $6,223 | 加仓 |
| VTV | VANGUARD INDEX FDS | $20.40万 | 0.07% | 1,040 | -164 | -13.6% | -$3.22万 | 减仓 |
| SMH | VANECK ETF TRUST | $20.43万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $20.57万 | 0.07% | 478 | -50 | -9.5% | -$2.15万 | 减仓 |
| KRE | SPDR SERIES TRUST | $21.01万 | 0.08% | 3,225 | -92 | -2.8% | -$5,994 | 减仓 |
| IVE | ISHARES TR | $21.33万 | 0.08% | 1,010 | 3 | 0.3% | $634 | 加仓 |
| TGT | TARGET CORP | $22.43万 | 0.08% | 1,851 | 9 | 0.5% | $1,091 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.45万 | 0.08% | 7,706 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.66万 | 0.08% | 1,459 | 45 | 3.2% | $6,988 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $23.07万 | 0.08% | 1,762 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $23.27万 | 0.08% | 275 | 2 | 0.7% | $1,692 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.48万 | 0.08% | 2,287 | 96 | 4.4% | $9,856 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $23.54万 | 0.08% | 22,574 | -1,376 | -5.7% | -$1.44万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $24.18万 | 0.09% | 2,573 | 75 | 3.0% | $7,048 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.44万 | 0.09% | 1,692 | 16 | 1.0% | $2,312 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.82万 | 0.09% | 5,706 | -2,088 | -26.8% | -$9.45万 | 减仓 |
| IWD | ISHARES TR | $26.07万 | 0.09% | 1,220 | 5 | 0.4% | $1,068 | 加仓 |
| DIS | DISNEY WALT CO | $26.11万 | 0.09% | 2,709 | 49 | 1.8% | $4,723 | 加仓 |
| V | VISA INC | $27.11万 | 0.10% | 897 | 8 | 0.9% | $2,418 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $27.45万 | 0.10% | 3,871 | 9 | 0.2% | $638 | 加仓 |
| HD | HOME DEPOT INC | $28.84万 | 0.10% | 877 | 19 | 2.2% | $6,249 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $31.90万 | 0.11% | 8,188 | 21 | 0.3% | $818 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $32.01万 | 0.11% | 1,716 | -136 | -7.3% | -$2.54万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $32.03万 | 0.11% | 1,961 | -124 | -5.9% | -$2.03万 | 减仓 |
| RTX | RTX CORPORATION | $32.24万 | 0.12% | 1,671 | 17 | 1.0% | $3,280 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $33.10万 | 0.12% | 7,446 | -55 | -0.7% | -$2,445 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.15万 | 0.12% | 2,397 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $33.56万 | 0.12% | 6,754 | 4 | 0.1% | $199 | 加仓 |
| EFV | ISHARES TR | $34.50万 | 0.12% | 4,640 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $34.85万 | 0.12% | 15,600 | 116 | 0.7% | $2,591 | 加仓 |
| IWM | ISHARES TR | $35.22万 | 0.13% | 1,420 | -15 | -1.0% | -$3,720 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.80万 | 0.14% | 2,584 | 449 | 21.0% | $6.57万 | 加仓 |
| HPQ | HP INC | $38.20万 | 0.14% | 19,887 | -112 | -0.6% | -$2,152 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.35万 | 0.14% | 2,392 | -344 | -12.6% | -$5.52万 | 减仓 |
| TOST | TOAST INC | $38.82万 | 0.14% | 14,643 | 13,157 | 885.4% | $34.88万 | 加仓 |
| — | EXXON MOBIL CORP | $39.76万 | 0.14% | 2,344 | 56 | 2.4% | $9,500 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $43.25万 | 0.15% | 3,915 | 10 | 0.3% | $1,105 | 加仓 |
| VBR | VANGUARD INDEX FDS | $44.32万 | 0.16% | 2,040 | -31 | -1.5% | -$6,734 | 减仓 |
| KLAC | KLA CORP | $44.42万 | 0.16% | 302 | 1 | 0.3% | $1,471 | 加仓 |
| VOE | VANGUARD INDEX FDS | $45.44万 | 0.16% | 2,466 | -87 | -3.4% | -$1.60万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $48.11万 | 0.17% | 4,221 | 2 | 0.0% | $228 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $49.64万 | 0.18% | 11,707 | 719 | 6.5% | $3.05万 | 加仓 |
| LLY | ELI LILLY & CO | $50.05万 | 0.18% | 544 | -19 | -3.4% | -$1.75万 | 减仓 |
| META | META PLATFORMS INC | $50.24万 | 0.18% | 878 | 39 | 4.6% | $2.23万 | 加仓 |
| PLD | PROLOGIS INC. | $51.00万 | 0.18% | 3,858 | 6 | 0.2% | $793 | 加仓 |
| ESGE | ISHARES INC | $51.81万 | 0.19% | 11,395 | 98 | 0.9% | $4,456 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.28万 | 0.19% | 1,996 | 1 | 0.1% | $262 | 加仓 |
| ETN | EATON CORP PLC | $53.44万 | 0.19% | 1,494 | 15 | 1.0% | $5,365 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $53.56万 | 0.19% | 22,494 | -24 | -0.1% | -$571 | 减仓 |
| PWR | QUANTA SVCS INC | $54.30万 | 0.19% | 989 | 1 | 0.1% | $549 | 加仓 |
| EEM | ISHARES TR | $55.83万 | 0.20% | 9,831 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $57.31万 | 0.21% | 21,072 | 13 | 0.1% | $354 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $59.51万 | 0.21% | 6,709 | 34 | 0.5% | $3,016 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $59.55万 | 0.21% | 2,109 | 8 | 0.4% | $2,259 | 加仓 |
| ITOT | ISHARES TR | $60.17万 | 0.22% | 4,225 | -71 | -1.7% | -$1.01万 | 减仓 |
| MCD | MCDONALDS CORP | $60.87万 | 0.22% | 1,958 | -156 | -7.4% | -$4.85万 | 减仓 |
| IEFA | ISHARES TR | $61.24万 | 0.22% | 6,765 | -93 | -1.4% | -$8,418 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $63.28万 | 0.23% | 33,303 | -15,257 | -31.4% | -$28.99万 | 减仓 |
| IYR | ISHARES TR | $64.20万 | 0.23% | 6,790 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $66.42万 | 0.24% | 2,452 | 15 | 0.6% | $4,063 | 加仓 |
| FICO | FAIR ISAAC CORP | $67.15万 | 0.24% | 629 | 112 | 21.7% | $11.96万 | 加仓 |
| AVGO | BROADCOM INC | $69.79万 | 0.25% | 2,255 | 99 | 4.6% | $3.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $71.00万 | 0.25% | 2,905 | -136 | -4.5% | -$3.32万 | 减仓 |
| EFA | ISHARES TR | $72.79万 | 0.26% | 7,494 | -187 | -2.4% | -$1.82万 | 减仓 |
| IWN | ISHARES TR | $73.58万 | 0.26% | 3,881 | 5 | 0.1% | $948 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $75.64万 | 0.27% | 19,463 | 48 | 0.2% | $1,865 | 加仓 |
| CVX | CHEVRON CORPORATION | $77.16万 | 0.28% | 3,729 | 25 | 0.7% | $5,173 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.23万 | 0.29% | 805 | -40 | -4.7% | -$3.99万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $84.16万 | 0.30% | 34,004 | 2,152 | 6.8% | $5.33万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $88.11万 | 0.32% | 1,429 | -70 | -4.7% | -$4.32万 | 减仓 |