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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $67.47万 | 0.20% | 6,997 | 288 | 4.3% | $2.78万 | 加仓 |
| ITOT | ISHARES TR | $69.14万 | 0.21% | 4,209 | -16 | -0.4% | -$2,628 | 减仓 |
| IYR | ISHARES TR | $69.42万 | 0.21% | 6,790 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $69.52万 | 0.21% | 8,923 | 7,667 | 610.4% | $59.74万 | 加仓 |
| INTC | INTEL CORP | $73.93万 | 0.22% | 5,295 | 3,591 | 210.7% | $50.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $76.09万 | 0.23% | 3,576 | -1,907 | -34.8% | -$40.58万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $77.30万 | 0.23% | 2,208 | 99 | 4.7% | $3.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.59万 | 0.23% | 829 | 24 | 3.0% | $2.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $77.79万 | 0.23% | 2,281 | -111 | -4.6% | -$3.79万 | 减仓 |
| EFA | ISHARES TR | $78.31万 | 0.23% | 7,539 | 45 | 0.6% | $4,674 | 加仓 |
| PSA | PUBLIC STORAGE | $79.74万 | 0.24% | 2,505 | 53 | 2.2% | $1.69万 | 加仓 |
| IWN | ISHARES TR | $85.99万 | 0.26% | 3,887 | 6 | 0.2% | $1,327 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $86.55万 | 0.26% | 19,510 | 47 | 0.2% | $2,085 | 加仓 |
| KLAC | KLA CORP | $91.72万 | 0.27% | 3,040 | 20 | 0.7% | $6,034 | 加仓 |
| AVGO | BROADCOM INC | $92.78万 | 0.28% | 2,456 | 201 | 8.9% | $7.59万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $93.36万 | 0.28% | 33,704 | -300 | -0.9% | -$8,310 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $98.83万 | 0.30% | 1,405 | -24 | -1.7% | -$1.69万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $98.87万 | 0.30% | 15,340 | 421 | 2.8% | $2.71万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $101.35万 | 0.30% | 28,107 | -2,155 | -7.1% | -$7.77万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $101.47万 | 0.30% | 22,494 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $111.60万 | 0.33% | 3,409 | 181 | 5.6% | $5.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $121.33万 | 0.36% | 32,906 | -724 | -2.2% | -$2.67万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $123.04万 | 0.37% | 13,490 | -2,021 | -13.0% | -$18.43万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $127.47万 | 0.38% | 26,491 | -307 | -1.1% | -$1.48万 | 减仓 |
| ABBV | ABBVIE INC | $128.56万 | 0.39% | 5,109 | 122 | 2.4% | $3.07万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $137.40万 | 0.41% | 38,029 | 133 | 0.4% | $4,805 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $139.90万 | 0.42% | 10,946 | -243 | -2.2% | -$3.11万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $155.56万 | 0.47% | 29,484 | -1,961 | -6.2% | -$10.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $161.21万 | 0.48% | 6,348 | 3,443 | 118.5% | $87.44万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $161.83万 | 0.48% | 1,928 | -414 | -17.7% | -$34.75万 | 减仓 |
| IJS | ISHARES TR | $165.72万 | 0.50% | 12,125 | 47 | 0.4% | $6,424 | 加仓 |
| LLY | ELI LILLY & CO | $166.50万 | 0.50% | 1,388 | 844 | 155.1% | $101.25万 | 加仓 |
| ESGD | ISHARES TR | $183.43万 | 0.55% | 17,841 | 335 | 1.9% | $3.44万 | 加仓 |
| AMZN | AMAZON COM INC | $189.17万 | 0.57% | 7,937 | 478 | 6.4% | $11.39万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $205.05万 | 0.61% | 27,355 | 101 | 0.4% | $7,571 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $213.33万 | 0.64% | 25,908 | 300 | 1.2% | $2.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $225.13万 | 0.67% | 4,499 | 35 | 0.8% | $1.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $235.05万 | 0.70% | 6,352 | -526 | -7.6% | -$19.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $247.79万 | 0.74% | 6,643 | 275 | 4.3% | $10.26万 | 加仓 |
| TSLA | TESLA INC | $259.38万 | 0.78% | 6,167 | -405 | -6.2% | -$17.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $277.51万 | 0.83% | 39,700 | -1,143 | -2.8% | -$7.99万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $323.91万 | 0.97% | 66,881 | 5,894 | 9.7% | $28.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $335.18万 | 1.00% | 115,740 | -2,085 | -1.8% | -$6.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $340.31万 | 1.02% | 4,621 | 1,022 | 28.4% | $75.26万 | 加仓 |
| IWF | ISHARES TR | $357.12万 | 1.07% | 28,760 | 68 | 0.2% | $8,444 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $383.00万 | 1.15% | 53,755 | 248 | 0.5% | $1.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $395.52万 | 1.18% | 19,767 | 1,425 | 7.8% | $28.51万 | 加仓 |
| ESGU | ISHARES TR | $409.30万 | 1.23% | 25,008 | 389 | 1.6% | $6.37万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $434.97万 | 1.30% | 137,173 | 601 | 0.4% | $1.91万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $437.30万 | 1.31% | 34,142 | 5,807 | 20.5% | $74.38万 | 加仓 |
| AGG | ISHARES TR | $437.50万 | 1.31% | 44,201 | 247 | 0.6% | $2.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $464.19万 | 1.39% | 6,216 | -15 | -0.2% | -$1.12万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $492.86万 | 1.48% | 206,649 | 424 | 0.2% | $1.01万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $496.11万 | 1.49% | 95,977 | -653 | -0.7% | -$3.38万 | 减仓 |
| GOOG | ALPHABET INC | $504.29万 | 1.51% | 14,272 | -275 | -1.9% | -$9.72万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $557.19万 | 1.67% | 235,300 | 4,193 | 1.8% | $9.93万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $668.87万 | 2.00% | 143,443 | -677 | -0.5% | -$3.16万 | 减仓 |
| IJR | ISHARES TR | $736.27万 | 2.21% | 49,644 | 627 | 1.3% | $9.30万 | 加仓 |
| GOOGL | ALPHABET INC | $783.17万 | 2.35% | 21,915 | -457 | -2.0% | -$16.33万 | 减仓 |
| AAPL | APPLE INC | $812.22万 | 2.43% | 28,069 | -66 | -0.2% | -$1.91万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,045.19万 | 3.13% | 129,724 | 756 | 0.6% | $6.09万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,055.28万 | 3.16% | 109,366 | 3,307 | 3.1% | $31.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,156.50万 | 3.46% | 392,965 | -11,143 | -2.8% | -$32.79万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,610.68万 | 4.83% | 180,570 | 8,498 | 4.9% | $75.80万 | 加仓 |
| IUSG | ISHARES TR | $2,223.69万 | 6.66% | 118,225 | 380 | 0.3% | $7.15万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,326.12万 | 6.97% | 747,950 | 6,748 | 0.9% | $20.99万 | 加仓 |
| IUSB | ISHARES TR | $3,586.52万 | 10.74% | 777,144 | 86,015 | 12.4% | $396.96万 | 加仓 |