13F 机构持仓

ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK CA · SEC CIK 0001976256

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IUSB 11.4%
FNDX 7.4%
IUSG 6.5%
AVDE 5.2%
SCHX 3.7%
VO 3.3%
AVEM 3.1%
AAPL 2.6%
GOOGL 2.3%
IJR 2.2%

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
CZR CAESARS ENTERTAINMENT INC NE $4500.00%17 -33-66.0% -$874 减仓
OGN ORGANON & CO $4610.00%77 -1,118-93.6% -$6,693 减仓
BRX BRIXMOR PPTY GROUP INC $4610.00%16 00.0% — 不变
MTUM ISHARES TR $4830.00%2 00.0% — 不变
KD KYNDRYL HOLDINGS $4850.00%37 00.0% — 不变
GO GROCERY OUTLET HLDG CORP $4870.00%69 69— $487 新建仓
DELL DELL TECHNOLOGIES INC $4930.00%3 -18-85.7% -$2,958 减仓
XRAY DENTSPLY SIRONA INC $5220.00%45 49.8% $46 重新持有
FRT FEDERAL RLTY INVT TR NEW $5320.00%5 -695-99.3% -$7.39万 重新持有
L LOEWS CORP $5340.00%5 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $5490.00%10 -16-61.5% -$878 减仓
DHI D R HORTON INC $5490.00%4 4— $549 新建仓
GLOB GLOBANT S A $5540.00%12 -29-70.7% -$1,339 减仓
CC CHEMOURS CO $5730.00%26 26— $573 新建仓
PLNT PLANET FITNESS MASTER ISSUER $5960.00%8 -2-20.0% -$149 减仓
DEI DOUGLAS EMMETT INC $6130.00%65 65— $613 新建仓
BBWI BATH & BODY WORKS INC $6200.00%33 33— $620 新建仓
WSC WILLSCOT HLDGS CORP $6250.00%36 36— $625 新建仓
VSNT VERSANT MEDIA GROUP INC $6300.00%17 17— $630 新建仓
NEU NEWMARKET CORP $6410.00%1 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $6850.00%2 -13-86.7% -$4,452 减仓
M MACYS INC $6880.00%38 -13-25.5% -$235 减仓
SHC SOTERA HEALTH CO $7030.00%49 -62-55.9% -$890 减仓
DDOG DATADOG INC $7090.00%6 -65-91.5% -$7,681 减仓
PDP INVESCO EXCHANGE TRADED FD T $7250.00%6 00.0% — 不变
URI UNITED RENTALS INC $7290.00%1 -2-66.7% -$1,458 减仓
JBGS JBG SMITH PPTYS $7460.00%51 51— $746 新建仓
NFG NATIONAL FUEL GAS CO $7520.00%8 8— $752 新建仓
HST HOST HOTELS & RESORTS INC $7670.00%40 00.0% — 不变
RKLB ROCKET LAB CORP $7710.00%12 00.0% — 不变
TTEK TETRA TECH INC NEW $7840.00%26 -101-79.5% -$3,046 减仓
WU WESTERN UN CO $7860.00%90 90— $786 新建仓
UI UBIQUITI INC $7910.00%1 00.0% — 重新持有
VICI VICI PPTYS INC $7930.00%29 -379-92.9% -$1.04万 减仓
SITE SITEONE LANDSCAPE SUPPLY INC $7990.00%6 6— $799 新建仓
PENN PENN ENTERTAINMENT INC $8120.00%54 54— $812 新建仓
PRGO PERRIGO CO PLC $8170.00%76 -432-85.0% -$4,644 减仓
WLK WESTLAKE CORPORATION $8180.00%7 7— $818 新建仓
MKTX MARKETAXESS HLDGS INC $8250.00%5 3150.0% $495 加仓
CACC CREDIT ACCEP CORP MICH $8470.00%2 2— $847 新建仓
NDAQ NASDAQ INC $8490.00%10 -22-68.8% -$1,868 减仓
ARMK ARAMARK $8520.00%21 21— $852 新建仓
GNTX GENTEX CORP $8530.00%39 00.0% — 不变
BC BRUNSWICK CORP $8740.00%12 12— $874 新建仓
ALT ALTIMMUNE INC $8810.00%286 00.0% — 不变
TDOC TELADOC HEALTH INC $8940.00%164 164— $894 新建仓
— AMPLIFY ETF TR $8980.00%39 00.0% — 不变
BF/B BROWN FORMAN CORP $9260.00%35 412.9% $106 加仓
CINF CINCINNATI FINL CORP $9450.00%6 00.0% — 不变
LEA LEAR CORP $9690.00%8 8— $969 新建仓
EG EVEREST GROUP LTD $9810.00%3 00.0% — 重新持有
CRI CARTERS INC $1,0020.00%28 00.0% — 不变
POOL POOL CORP $1,0120.00%5 5— $1,012 新建仓
KKR KKR & CO INC $1,0180.00%11 -2,932-99.6% -$27.13万 减仓
SKYD PARAMOUNT SKYDANCE CORP $1,0380.00%115 115— $1,038 新建仓
PCAR PACCAR INC $1,0400.00%9 9— $1,040 新建仓
— SIREN ETF TR $1,0500.00%50 00.0% — 不变
SJM SMUCKER J M CO $1,0610.00%11 11— $1,061 新建仓
EEFT EURONET WORLDWIDE INC $1,0620.00%16 16— $1,062 新建仓
CACI CACI INTL INC $1,0880.00%2 00.0% — 不变
HEI HEICO CORP NEW $1,0970.00%4 -20-83.3% -$5,485 减仓
DRVN DRIVEN BRANDS HLDGS INC $1,1100.00%88 -2-2.2% -$25 重新持有
BWA BORGWARNER INC $1,1400.00%21 21— $1,140 新建仓
NSC NORFOLK SOUTHN CORP $1,1480.00%4 00.0% — 不变
OSK OSHKOSH CORP $1,1780.00%8 360.0% $442 重新持有
SGI SOMNIGROUP INTERNATIONAL INC $1,1830.00%16 -72-81.8% -$5,324 重新持有
AES AES CORP $1,1910.00%84 2850.0% $397 加仓
OC OWENS CORNING NEW $1,1910.00%11 -29-72.5% -$3,140 重新持有
WAT WATERS CORP $1,1920.00%4 2100.0% $596 加仓
LOAR LOAR HOLDINGS INC $1,2040.00%21 21— $1,204 新建仓
GMED GLOBUS MED INC $1,2070.00%14 10250.0% $862 加仓
NVCR NOVOCURE LTD $1,2100.00%111 -106-48.8% -$1,155 减仓
EPAM EPAM SYS INC $1,2190.00%9 -21-70.0% -$2,844 减仓
MKC MCCORMICK & CO INC $1,2270.00%24 24— $1,227 新建仓
IP INTERNATIONAL PAPER CO $1,2500.00%35 23191.7% $821 加仓
FLO FLOWERS FOODS INC $1,2560.00%154 -51-24.9% -$416 减仓
AVAV AEROVIRONMENT INC $1,2820.00%7 7— $1,282 新建仓
RJF RAYMOND JAMES FINL INC $1,3040.00%9 112.5% $145 加仓
LUV SOUTHWEST AIRLS CO $1,3240.00%35 20133.3% $757 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1,3270.00%17 -99-85.3% -$7,728 减仓
AMKR AMKOR TECHNOLOGY INC $1,3510.00%30 30— $1,351 新建仓
CRH CRH PLC $1,3670.00%13 13— $1,367 新建仓
BBAI BIGBEAR AI HLDGS INC $1,4080.00%400 00.0% — 不变
REXR REXFORD INDL RLTY INC $1,4080.00%43 -6,157-99.3% -$20.16万 重新持有
SLG SL GREEN RLTY CORP $1,4410.00%39 39— $1,441 新建仓
ACM AECOM $1,4420.00%17 -169-90.9% -$1.43万 减仓
ASH ASHLAND INC $1,4460.00%26 26— $1,446 新建仓
HE HAWAIIAN ELEC INDS INC MTN B $1,4550.00%98 59151.3% $876 加仓
WRB BERKLEY W R CORP $1,4590.00%22 18450.0% $1,194 加仓
APG API GROUP CORP $1,4590.00%36 36— $1,459 新建仓
OGS ONE GAS INC $1,4650.00%17 00.0% — 不变
WY WEYERHAEUSER CO $1,4660.00%60 60— $1,466 新建仓
MDB MONGODB INC $1,4690.00%6 6— $1,469 新建仓
FND FLOOR & DECOR HLDGS INC $1,4740.00%29 1052.6% $508 加仓
TER TERADYNE INC $1,4830.00%5 5— $1,483 新建仓
DAR DARLING INGREDIENTS INC $1,4850.00%24 1071.4% $619 加仓
FITB FIFTH THIRD BANCORP $1,5340.00%33 18120.0% $837 重新持有
OTIS OTIS WORLDWIDE CORP $1,5420.00%20 -351-94.6% -$2.71万 减仓
PFGC PERFORMANCE FOOD GROUP CO $1,5420.00%18 00.0% — 不变
KNF KNIFE RIVER CORP $1,5520.00%19 19— $1,552 新建仓