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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $13.54万 | 0.04% | 7,575 | 48 | 0.6% | $858 | 加仓 |
| IWS | ISHARES TR | $13.96万 | 0.04% | 848 | 2 | 0.2% | $329 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $14.18万 | 0.04% | 894 | 2 | 0.2% | $317 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $14.23万 | 0.04% | 2,790 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $14.69万 | 0.04% | 1,438 | -377 | -20.8% | -$3.85万 | 减仓 |
| VGT | VANGUARD WORLD FD | $14.82万 | 0.04% | 1,240 | -64 | -4.9% | -$7,651 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $14.94万 | 0.04% | 702 | 61 | 9.5% | $1.30万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $15.29万 | 0.05% | 895 | 895 | — | $15.29万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.30万 | 0.05% | 368 | 123 | 50.2% | $5.11万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $15.33万 | 0.05% | 3,504 | 3,504 | — | $15.33万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $15.42万 | 0.05% | 4,139 | 24 | 0.6% | $894 | 加仓 |
| GILD | GILEAD SCIENCES INC | $15.60万 | 0.05% | 1,235 | 107 | 9.5% | $1.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $15.92万 | 0.05% | 310 | 22 | 7.6% | $1.13万 | 加仓 |
| VEEV | VEEVA SYS INC | $15.95万 | 0.05% | 899 | -2 | -0.2% | -$355 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $16.02万 | 0.05% | 2,836 | 63 | 2.3% | $3,558 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $16.71万 | 0.05% | 4,112 | 14 | 0.3% | $569 | 加仓 |
| CSX | CSX CORP | $16.87万 | 0.05% | 3,549 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $17.09万 | 0.05% | 762 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $17.15万 | 0.05% | 2,048 | 9 | 0.4% | $754 | 加仓 |
| IGM | ISHARES TR | $17.37万 | 0.05% | 1,062 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $17.61万 | 0.05% | 478 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $17.73万 | 0.05% | 642 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $17.76万 | 0.05% | 167 | 36 | 27.5% | $3.83万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $18.70万 | 0.06% | 668 | -13 | -1.9% | -$3,640 | 减仓 |
| VOT | VANGUARD INDEX FDS | $18.85万 | 0.06% | 615 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $19.51万 | 0.06% | 20,088 | -2,486 | -11.0% | -$2.41万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $19.86万 | 0.06% | 2,263 | 86 | 4.0% | $7,548 | 加仓 |
| VOO | VANGUARD INDEX FDS | $19.90万 | 0.06% | 290 | 51 | 21.3% | $3.50万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $20.07万 | 0.06% | 1,136 | 1 | 0.1% | $177 | 加仓 |
| TWLO | TWILIO INC | $20.34万 | 0.06% | 986 | 276 | 38.9% | $5.69万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.49万 | 0.06% | 2,258 | -29 | -1.3% | -$2,631 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $20.57万 | 0.06% | 5,127 | 64 | 1.3% | $2,568 | 加仓 |
| ADI | ANALOG DEVICES INC | $20.69万 | 0.06% | 521 | 76 | 17.1% | $3.02万 | 加仓 |
| AIQ | GLOBAL X FDS | $20.86万 | 0.06% | 3,179 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $21.04万 | 0.06% | 5,710 | 4,083 | 251.0% | $15.04万 | 加仓 |
| IWO | ISHARES TR | $21.12万 | 0.06% | 536 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.26万 | 0.06% | 1,822 | -762 | -29.5% | -$8.89万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.52万 | 0.06% | 412 | 18 | 4.6% | $9,403 | 加仓 |
| C | CITIGROUP INC | $21.69万 | 0.06% | 1,550 | 352 | 29.4% | $4.93万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $21.88万 | 0.07% | 1,971 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $22.44万 | 0.07% | 2,448 | 457 | 23.0% | $4.19万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.45万 | 0.07% | 470 | 195 | 70.9% | $9.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $22.66万 | 0.07% | 1,040 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $23.03万 | 0.07% | 1,014 | 4 | 0.4% | $909 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $23.35万 | 0.07% | 2,531 | -42 | -1.6% | -$3,875 | 减仓 |
| BAC | BANK OF AMER CORP | $23.53万 | 0.07% | 4,129 | 449 | 12.2% | $2.56万 | 加仓 |
| KRE | SPDR SERIES TRUST | $24.14万 | 0.07% | 3,225 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $24.27万 | 0.07% | 1,858 | 7 | 0.4% | $914 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.48万 | 0.07% | 1,934 | 172 | 9.8% | $2.18万 | 加仓 |
| ASML | ASML HLDG NV | $25.27万 | 0.08% | 127 | 19 | 17.6% | $3.78万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.48万 | 0.08% | 7,528 | -178 | -2.3% | -$6,024 | 减仓 |
| DIS | DISNEY WALT CO | $26.21万 | 0.08% | 2,723 | 14 | 0.5% | $1,348 | 加仓 |
| — | AVALONBAY CMNTYS INC | $26.91万 | 0.08% | 1,426 | -535 | -27.3% | -$10.09万 | 减仓 |
| BA | BOEING CO | $27.04万 | 0.08% | 1,249 | 879 | 237.6% | $19.03万 | 加仓 |
| MRK | MERCK & CO INC | $28.42万 | 0.09% | 2,212 | 987 | 80.6% | $12.68万 | 加仓 |
| IWD | ISHARES TR | $29.11万 | 0.09% | 1,201 | -19 | -1.6% | -$4,605 | 减仓 |
| HD | HOME DEPOT INC | $29.63万 | 0.09% | 840 | -37 | -4.2% | -$1.30万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $29.75万 | 0.09% | 786 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $30.17万 | 0.09% | 2,058 | 366 | 21.6% | $5.37万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.35万 | 0.09% | 300 | 25 | 9.1% | $2.53万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $31.80万 | 0.10% | 3,881 | 10 | 0.3% | $819 | 加仓 |
| PEP | PEPSICO INC | $32.61万 | 0.10% | 2,408 | 949 | 65.0% | $12.85万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $33.62万 | 0.10% | 8,151 | -37 | -0.5% | -$1,526 | 减仓 |
| NOW | SERVICENOW INC | $33.99万 | 0.10% | 3,424 | 3,383 | 8,251.2% | $33.59万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.44万 | 0.10% | 1,156 | -95 | -7.6% | -$2.83万 | 减仓 |
| DEM | WISDOMTREE TR | $34.86万 | 0.10% | 6,480 | -274 | -4.1% | -$1.47万 | 减仓 |
| SMH | VANECK ETF TRUST | $34.95万 | 0.10% | 533 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $35.05万 | 0.11% | 15,725 | 125 | 0.8% | $2,786 | 加仓 |
| RTX | RTX CORPORATION | $35.44万 | 0.11% | 1,868 | 197 | 11.8% | $3.74万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $35.45万 | 0.11% | 7,904 | 458 | 6.2% | $2.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.40万 | 0.11% | 1,294 | 764 | 144.2% | $21.49万 | 加仓 |
| EFV | ISHARES TR | $36.47万 | 0.11% | 4,764 | 124 | 2.7% | $9,492 | 加仓 |
| V | VISA INC | $36.64万 | 0.11% | 1,068 | 171 | 19.1% | $5.87万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.62万 | 0.11% | 2,397 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $38.45万 | 0.12% | 1,719 | 3 | 0.2% | $671 | 加仓 |
| CSCO | CISCO SYS INC | $39.53万 | 0.12% | 3,365 | 2,041 | 154.2% | $23.97万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $40.87万 | 0.12% | 6,336 | 630 | 11.0% | $4.06万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $43.22万 | 0.13% | 2,187 | -279 | -11.3% | -$5.51万 | 减仓 |
| IWM | ISHARES TR | $44.47万 | 0.13% | 1,480 | 60 | 4.2% | $1.80万 | 加仓 |
| TOST | TOAST INC | $46.62万 | 0.14% | 16,756 | 2,113 | 14.4% | $5.88万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.79万 | 0.14% | 414 | 294 | 245.0% | $33.94万 | 加仓 |
| HPQ | HP INC | $48.13万 | 0.14% | 21,938 | 2,051 | 10.3% | $4.50万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $49.02万 | 0.15% | 3,929 | 14 | 0.4% | $1,747 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.03万 | 0.15% | 844 | 79 | 10.3% | $4.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $49.07万 | 0.15% | 2,019 | -21 | -1.0% | -$5,104 | 减仓 |
| META | META PLATFORMS INC | $49.76万 | 0.15% | 883 | 5 | 0.6% | $2,818 | 加仓 |
| PLD | PROLOGIS INC. | $52.30万 | 0.16% | 3,861 | 3 | 0.1% | $406 | 加仓 |
| MCD | MCDONALDS CORP | $52.33万 | 0.16% | 1,936 | -22 | -1.1% | -$5,947 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $53.43万 | 0.16% | 11,847 | 140 | 1.2% | $6,314 | 加仓 |
| FICO | FAIR ISAAC CORP | $53.65万 | 0.16% | 449 | -180 | -28.6% | -$21.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $58.95万 | 0.18% | 1,945 | -51 | -2.6% | -$1.55万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $60.25万 | 0.18% | 4,536 | 315 | 7.5% | $4.18万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $60.59万 | 0.18% | 31,408 | -1,895 | -5.7% | -$3.66万 | 减仓 |
| IEFA | ISHARES TR | $61.77万 | 0.19% | 6,395 | -370 | -5.5% | -$3.57万 | 减仓 |
| ESGE | ISHARES INC | $62.43万 | 0.19% | 11,416 | 21 | 0.2% | $1,148 | 加仓 |
| CVX | CHEVRON CORPORATION | $64.18万 | 0.19% | 3,872 | 143 | 3.8% | $2.37万 | 加仓 |
| ETN | EATON CORP PLC | $64.47万 | 0.19% | 1,513 | 19 | 1.3% | $8,096 | 加仓 |
| EEM | ISHARES TR | $65.58万 | 0.20% | 9,586 | -245 | -2.5% | -$1.68万 | 减仓 |
| PWR | QUANTA SVCS INC | $65.60万 | 0.20% | 911 | -78 | -7.9% | -$5.62万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $66.43万 | 0.20% | 21,809 | 737 | 3.5% | $2.24万 | 加仓 |