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 |
|---|---|---|---|---|---|---|---|---|
| PII | POLARIS INC | $3.91万 | 0.01% | 571 | 471 | 471.0% | $3.22万 | 加仓 |
| PAYX | PAYCHEX INC | $3.93万 | 0.01% | 400 | 125 | 45.5% | $1.23万 | 加仓 |
| HRB | BLOCK H & R INC | $3.96万 | 0.01% | 1,040 | 267 | 34.5% | $1.02万 | 加仓 |
| GGG | GRACO INC | $3.99万 | 0.01% | 528 | 508 | 2,540.0% | $3.84万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4.00万 | 0.01% | 985 | 83 | 9.2% | $3,371 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $4.04万 | 0.01% | 259 | 212 | 451.1% | $3.31万 | 加仓 |
| NKE | NIKE INC | $4.06万 | 0.01% | 989 | 254 | 34.6% | $1.04万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4.06万 | 0.01% | 105 | 90 | 600.0% | $3.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.06万 | 0.01% | 960 | 46 | 5.0% | $1,948 | 加仓 |
| CLX | CLOROX CO DEL | $4.07万 | 0.01% | 427 | 388 | 994.9% | $3.70万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $4.09万 | 0.01% | 54 | 38 | 237.5% | $2.88万 | 加仓 |
| TDC | TERADATA CORP DEL | $4.10万 | 0.01% | 1,182 | 1,010 | 587.2% | $3.50万 | 加仓 |
| PFE | PFIZER INC | $4.10万 | 0.01% | 1,702 | 910 | 114.9% | $2.19万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $4.11万 | 0.01% | 1,775 | 1,742 | 5,278.8% | $4.03万 | 加仓 |
| COP | CONOCOPHILLIPS | $4.16万 | 0.01% | 400 | 171 | 74.7% | $1.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $4.17万 | 0.01% | 225 | 125 | 125.0% | $2.32万 | 加仓 |
| RS | RELIANCE INC | $4.22万 | 0.01% | 113 | 15 | 15.3% | $5,604 | 加仓 |
| GQRE | FLEXSHARES TR | $4.22万 | 0.01% | 660 | 3 | 0.5% | $192 | 加仓 |
| CNC | CENTENE CORP DEL | $4.22万 | 0.01% | 658 | 559 | 564.6% | $3.59万 | 加仓 |
| IUSV | ISHARES TR | $4.23万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $4.23万 | 0.01% | 289 | 20 | 7.4% | $2,929 | 加仓 |
| APH | AMPHENOL CORP | $4.25万 | 0.01% | 241 | 85 | 54.5% | $1.50万 | 加仓 |
| ILMN | ILLUMINA INC | $4.29万 | 0.01% | 244 | 84 | 52.5% | $1.48万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4.30万 | 0.01% | 901 | 659 | 272.3% | $3.15万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $4.34万 | 0.01% | 150 | 125 | 500.0% | $3.62万 | 加仓 |
| TPR | TAPESTRY INC | $4.35万 | 0.01% | 297 | 229 | 336.8% | $3.35万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $4.36万 | 0.01% | 88 | 77 | 700.0% | $3.81万 | 加仓 |
| DDOG | DATADOG INC | $4.37万 | 0.01% | 168 | 162 | 2,700.0% | $4.22万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $4.38万 | 0.01% | 295 | 124 | 72.5% | $1.84万 | 加仓 |
| CNH | CNH INDL N V | $4.39万 | 0.01% | 3,907 | 521 | 15.4% | $5,851 | 加仓 |
| ROKU | ROKU INC | $4.39万 | 0.01% | 318 | 215 | 208.7% | $2.97万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $4.40万 | 0.01% | 3,017 | 3,017 | — | $4.40万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.41万 | 0.01% | 924 | 800 | 645.2% | $3.81万 | 加仓 |
| TFC | TRUIST FINL CORP | $4.44万 | 0.01% | 892 | 275 | 44.6% | $1.37万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.46万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $4.49万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4.49万 | 0.01% | 211 | 169 | 402.4% | $3.60万 | 加仓 |
| SYY | SYSCO CORP | $4.51万 | 0.01% | 540 | -86 | -13.7% | -$7,188 | 减仓 |
| NDSN | NORDSON CORP | $4.53万 | 0.01% | 150 | 144 | 2,400.0% | $4.34万 | 加仓 |
| LIN | LINDE PLC | $4.57万 | 0.01% | 88 | 39 | 79.6% | $2.02万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $4.57万 | 0.01% | 179 | 131 | 272.9% | $3.35万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.59万 | 0.01% | 789 | 3 | 0.4% | $175 | 加仓 |
| XEL | XCEL ENERGY INC | $4.59万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $4.62万 | 0.01% | 48 | -8 | -14.3% | -$7,692 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $4.62万 | 0.01% | 887 | 10 | 1.1% | $521 | 加仓 |
| FISV | FISERV INC | $4.63万 | 0.01% | 944 | 796 | 537.8% | $3.90万 | 加仓 |
| DLTR | DOLLAR TREE INC | $4.63万 | 0.01% | 383 | 364 | 1,915.8% | $4.40万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $4.63万 | 0.01% | 224 | 66 | 41.8% | $1.36万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $4.66万 | 0.01% | 430 | 122 | 39.6% | $1.32万 | 加仓 |
| DGRW | WISDOMTREE TR | $4.66万 | 0.01% | 487 | 2 | 0.4% | $191 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $4.66万 | 0.01% | 581 | 439 | 309.2% | $3.52万 | 加仓 |
| ABNB | AIRBNB INC | $4.67万 | 0.01% | 326 | 193 | 145.1% | $2.77万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $4.72万 | 0.01% | 1,573 | 755 | 92.3% | $2.26万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $4.72万 | 0.01% | 162 | 136 | 523.1% | $3.97万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.74万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4.77万 | 0.01% | 133 | 124 | 1,377.8% | $4.45万 | 加仓 |
| BIIB | BIOGEN INC | $4.82万 | 0.01% | 223 | 19 | 9.3% | $4,105 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $4.83万 | 0.01% | 207 | 191 | 1,193.8% | $4.45万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $4.83万 | 0.01% | 1,441 | 959 | 199.0% | $3.21万 | 加仓 |
| WDAY | WORKDAY INC | $4.84万 | 0.01% | 395 | 362 | 1,097.0% | $4.43万 | 加仓 |
| EWA | ISHARES INC | $4.84万 | 0.01% | 1,718 | 24 | 1.4% | $676 | 加仓 |
| BBY | BEST BUY INC | $4.89万 | 0.01% | 644 | 615 | 2,120.7% | $4.67万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.99万 | 0.01% | 294 | 162 | 122.7% | $2.75万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $5.00万 | 0.01% | 4,734 | 4,525 | 2,165.1% | $4.78万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $5.01万 | 0.02% | 739 | 543 | 277.0% | $3.68万 | 重新持有 |
| JBL | JABIL INC | $5.01万 | 0.02% | 130 | 28 | 27.5% | $1.08万 | 加仓 |
| ALL | ALLSTATE CORP | $5.02万 | 0.02% | 211 | 168 | 390.7% | $4.00万 | 加仓 |
| NWSA | NEWS CORP NEW | $5.05万 | 0.02% | 2,032 | 1,501 | 282.7% | $3.73万 | 加仓 |
| NNN | NNN REIT INC | $5.07万 | 0.02% | 1,090 | 939 | 621.9% | $4.37万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $5.12万 | 0.02% | 751 | 599 | 394.1% | $4.08万 | 加仓 |
| FFIV | F5 INC | $5.12万 | 0.02% | 123 | 97 | 373.1% | $4.03万 | 加仓 |
| CRM | SALESFORCE INC | $5.12万 | 0.02% | 327 | 99 | 43.4% | $1.55万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.14万 | 0.02% | 256 | 148 | 137.0% | $2.97万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5.17万 | 0.02% | 146 | 106 | 265.0% | $3.76万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5.19万 | 0.02% | 564 | 493 | 694.4% | $4.54万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5.27万 | 0.02% | 693 | 275 | 65.8% | $2.09万 | 加仓 |
| SNA | SNAP ON INC | $5.27万 | 0.02% | 131 | 116 | 773.3% | $4.67万 | 加仓 |
| SPGI | S&P GLOBAL INC | $5.29万 | 0.02% | 130 | 31 | 31.3% | $1.26万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.30万 | 0.02% | 363 | 284 | 359.5% | $4.15万 | 加仓 |
| NUSC | NUSHARES ETF TR | $5.36万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $5.38万 | 0.02% | 481 | 415 | 628.8% | $4.64万 | 加仓 |
| EFAV | ISHARES TR | $5.39万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5.39万 | 0.02% | 1,066 | -1,273 | -54.4% | -$6.44万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $5.41万 | 0.02% | 4,021 | 2,464 | 158.3% | $3.32万 | 加仓 |
| ATR | APTARGROUP INC | $5.45万 | 0.02% | 435 | 412 | 1,791.3% | $5.16万 | 加仓 |
| SOXX | ISHARES TR | $5.47万 | 0.02% | 85 | 57 | 203.6% | $3.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $5.47万 | 0.02% | 382 | 290 | 315.2% | $4.15万 | 加仓 |
| KRC | KILROY REALTY CORP | $5.48万 | 0.02% | 1,463 | 984 | 205.4% | $3.69万 | 加仓 |
| XME | SPDR SERIES TRUST | $5.49万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $5.52万 | 0.02% | 574 | 392 | 215.4% | $3.77万 | 加仓 |
| CUBE | CUBESMART | $5.64万 | 0.02% | 1,417 | 391 | 38.1% | $1.56万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5.64万 | 0.02% | 458 | 119 | 35.1% | $1.46万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5.64万 | 0.02% | 624 | 530 | 563.8% | $4.79万 | 加仓 |
| TXG | 10X GENOMICS INC | $5.70万 | 0.02% | 1,487 | 1,143 | 332.3% | $4.38万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.71万 | 0.02% | 255 | 182 | 249.3% | $4.08万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $5.74万 | 0.02% | 1,540 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.77万 | 0.02% | 802 | 286 | 55.4% | $2.06万 | 加仓 |
| ARW | ARROW ELECTRS INC | $5.89万 | 0.02% | 276 | 160 | 137.9% | $3.41万 | 加仓 |
| AVT | AVNET INC | $5.92万 | 0.02% | 666 | 185 | 38.5% | $1.64万 | 加仓 |
| KHC | KRAFT HEINZ CO | $5.99万 | 0.02% | 2,536 | 2,316 | 1,052.7% | $5.47万 | 加仓 |