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 |
|---|---|---|---|---|---|---|---|---|
| RAAX | VANECK ETF TRUST | $6.01万 | 0.02% | 1,514 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6.02万 | 0.02% | 288 | 140 | 94.6% | $2.93万 | 加仓 |
| DVA | DAVITA INC | $6.03万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $6.03万 | 0.02% | 465 | 99 | 27.0% | $1.28万 | 加仓 |
| DGRO | ISHARES TR | $6.03万 | 0.02% | 796 | 3 | 0.4% | $227 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $6.04万 | 0.02% | 2,053 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $6.04万 | 0.02% | 222 | 59 | 36.2% | $1.60万 | 加仓 |
| USHY | ISHARES TR | $6.05万 | 0.02% | 1,634 | 28 | 1.7% | $1,037 | 加仓 |
| TTAN | SERVICETITAN INC | $6.10万 | 0.02% | 863 | 144 | 20.0% | $1.02万 | 加仓 |
| CRWV | COREWEAVE INC | $6.11万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $6.11万 | 0.02% | 226 | 205 | 976.2% | $5.54万 | 加仓 |
| QCOM | QUALCOMM INC | $6.12万 | 0.02% | 331 | 223 | 206.5% | $4.12万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6.14万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $6.15万 | 0.02% | 3,630 | 6 | 0.2% | $102 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $6.18万 | 0.02% | 2,774 | 2,751 | 11,960.9% | $6.13万 | 重新持有 |
| VYMI | VANGUARD WHITEHALL FDS | $6.31万 | 0.02% | 642 | 3 | 0.5% | $295 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $6.35万 | 0.02% | 236 | 163 | 223.3% | $4.38万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6.39万 | 0.02% | 50 | -3 | -5.7% | -$3,833 | 减仓 |
| LOW | LOWES COS INC | $6.39万 | 0.02% | 290 | -15 | -4.9% | -$3,307 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $6.40万 | 0.02% | 557 | 2 | 0.4% | $230 | 加仓 |
| IOT | SAMSARA INC | $6.44万 | 0.02% | 1,985 | 154 | 8.4% | $4,994 | 加仓 |
| TXN | TEXAS INSTRS INC | $6.44万 | 0.02% | 216 | 50 | 30.1% | $1.49万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $6.46万 | 0.02% | 442 | 4 | 0.9% | $585 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.48万 | 0.02% | 156 | 1 | 0.6% | $415 | 加仓 |
| U | UNITY SOFTWARE INC | $6.53万 | 0.02% | 2,286 | 1,172 | 105.2% | $3.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6.59万 | 0.02% | 346 | 40 | 13.1% | $7,621 | 加仓 |
| AMAT | APPLIED MATLS INC | $6.72万 | 0.02% | 93 | 24 | 34.8% | $1.74万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $6.74万 | 0.02% | 816 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $6.78万 | 0.02% | 1,075 | 3 | 0.3% | $189 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $6.79万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $6.81万 | 0.02% | 1,216 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6.82万 | 0.02% | 30 | 16 | 114.3% | $3.64万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.91万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $6.93万 | 0.02% | 939 | 939 | — | $6.93万 | 新建仓 |
| FAST | FASTENAL CO | $6.99万 | 0.02% | 1,455 | 780 | 115.6% | $3.75万 | 加仓 |
| PAVE | GLOBAL X FDS | $7.10万 | 0.02% | 1,205 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $7.20万 | 0.02% | 796 | 738 | 1,272.4% | $6.68万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $7.28万 | 0.02% | 2,279 | 294 | 14.8% | $9,398 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $7.32万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $7.33万 | 0.02% | 221 | 58 | 35.6% | $1.92万 | 加仓 |
| BOND | PIMCO ETF TR | $7.46万 | 0.02% | 809 | 10 | 1.3% | $922 | 加仓 |
| DVY | ISHARES TR | $7.50万 | 0.02% | 480 | 2 | 0.4% | $313 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $7.53万 | 0.02% | 1,512 | 1,512 | — | $7.53万 | 新建仓 |
| VICR | VICOR CORP | $7.60万 | 0.02% | 200 | 0 | 0.0% | — | 重新持有 |
| TTC | TORO CO | $7.67万 | 0.02% | 787 | 517 | 191.5% | $5.04万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $7.67万 | 0.02% | 3,131 | 30 | 1.0% | $735 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $7.77万 | 0.02% | 180 | 177 | 5,900.0% | $7.64万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $7.84万 | 0.02% | 1,615 | 220 | 15.8% | $1.07万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $7.87万 | 0.02% | 382 | 138 | 56.6% | $2.84万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.94万 | 0.02% | 476 | 165 | 53.1% | $2.75万 | 加仓 |
| BOTZ | GLOBAL X FDS | $7.99万 | 0.02% | 2,105 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $8.01万 | 0.02% | 800 | 67 | 9.1% | $6,705 | 加仓 |
| SCZ | ISHARES TR | $8.03万 | 0.02% | 976 | 13 | 1.3% | $1,070 | 加仓 |
| T | AT&T INC | $8.05万 | 0.02% | 3,890 | 732 | 23.2% | $1.52万 | 加仓 |
| CB | CHUBB LIMITED | $8.14万 | 0.02% | 239 | 71 | 42.3% | $2.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.16万 | 0.02% | 1,417 | 260 | 22.5% | $1.50万 | 加仓 |
| IWP | ISHARES TR | $8.42万 | 0.03% | 575 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $8.49万 | 0.03% | 699 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $8.50万 | 0.03% | 537 | 1 | 0.2% | $158 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $8.73万 | 0.03% | 881 | 881 | — | $8.73万 | 新建仓 |
| GEV | GE VERNOVA INC | $8.82万 | 0.03% | 75 | 10 | 15.4% | $1.18万 | 加仓 |
| DHR | DANAHER CORP DEL | $8.84万 | 0.03% | 464 | 209 | 82.0% | $3.98万 | 加仓 |
| AMLP | ALPS ETF TR | $8.86万 | 0.03% | 1,709 | -120 | -6.6% | -$6,222 | 减仓 |
| KO | COCA COLA CO | $9.03万 | 0.03% | 1,111 | 725 | 187.8% | $5.89万 | 加仓 |
| SBUX | STARBUCKS CORP | $9.09万 | 0.03% | 890 | 375 | 72.8% | $3.83万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $9.17万 | 0.03% | 1,697 | 2 | 0.1% | $108 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $9.28万 | 0.03% | 458 | 223 | 94.9% | $4.52万 | 加仓 |
| EBAY | EBAY INC. | $9.32万 | 0.03% | 834 | 277 | 49.7% | $3.10万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $9.46万 | 0.03% | 124 | 10 | 8.8% | $7,631 | 加仓 |
| AEE | AMEREN CORP | $9.65万 | 0.03% | 854 | 403 | 89.4% | $4.56万 | 加仓 |
| REET | ISHARES TR | $9.77万 | 0.03% | 3,539 | 16 | 0.5% | $442 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $9.83万 | 0.03% | 193 | 101 | 109.8% | $5.15万 | 加仓 |
| GE | GE AEROSPACE | $9.87万 | 0.03% | 264 | 86 | 48.3% | $3.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $9.88万 | 0.03% | 228 | 89 | 64.0% | $3.86万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $9.89万 | 0.03% | 1,710 | 32 | 1.9% | $1,851 | 加仓 |
| BXP | BXP INC | $10.01万 | 0.03% | 1,509 | -23 | -1.5% | -$1,525 | 减仓 |
| CI | THE CIGNA GROUP | $10.06万 | 0.03% | 365 | 137 | 60.1% | $3.78万 | 加仓 |
| GLW | CORNING INC | $10.06万 | 0.03% | 394 | 374 | 1,870.0% | $9.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $10.17万 | 0.03% | 562 | 353 | 168.9% | $6.39万 | 加仓 |
| IWR | ISHARES TR | $10.65万 | 0.03% | 965 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $10.66万 | 0.03% | 1,204 | 193 | 19.1% | $1.71万 | 加仓 |
| IJH | ISHARES TR | $10.76万 | 0.03% | 1,395 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $11.04万 | 0.03% | 1,440 | 1,440 | — | $11.04万 | 新建仓 |
| ICVT | ISHARES TR | $11.11万 | 0.03% | 913 | 2 | 0.2% | $243 | 加仓 |
| SPYM | SPDR SERIES TRUST | $11.21万 | 0.03% | 1,276 | 912 | 250.5% | $8.01万 | 加仓 |
| MMM | 3M CO | $11.24万 | 0.03% | 694 | 22 | 3.3% | $3,562 | 加仓 |
| SHLD | GLOBAL X FDS | $11.33万 | 0.03% | 1,898 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $11.41万 | 0.03% | 315 | 39 | 14.1% | $1.41万 | 加仓 |
| AOA | ISHARES TR | $11.46万 | 0.03% | 1,174 | 4 | 0.3% | $390 | 加仓 |
| OKTA | OKTA INC | $11.63万 | 0.03% | 852 | 266 | 45.4% | $3.63万 | 加仓 |
| VIS | VANGUARD WORLD FD | $11.80万 | 0.04% | 327 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $11.86万 | 0.04% | 1,072 | 407 | 61.2% | $4.50万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $11.96万 | 0.04% | 3,013 | -347 | -10.3% | -$1.38万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $12.05万 | 0.04% | 1,774 | 20 | 1.1% | $1,359 | 加仓 |
| TJX | TJX COS INC NEW | $12.07万 | 0.04% | 797 | 244 | 44.1% | $3.70万 | 加仓 |
| AOR | ISHARES TR | $12.15万 | 0.04% | 1,748 | 4 | 0.2% | $278 | 加仓 |
| — | PROSHARES TR | $12.21万 | 0.04% | 2,886 | 21 | 0.7% | $888 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $12.27万 | 0.04% | 2,289 | 282 | 14.1% | $1.51万 | 加仓 |
| WMT | WALMART INC | $12.35万 | 0.04% | 1,090 | 119 | 12.3% | $1.35万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $13.02万 | 0.04% | 3,543 | 50 | 1.4% | $1,838 | 加仓 |