13F 机构持仓

ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK CA · SEC CIK 0001976256

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.7%
FNDX 7.0%
IUSG 6.7%
AVDE 4.8%
SCHX 3.5%
AVEM 3.2%
VO 3.1%
AAPL 2.4%
GOOGL 2.3%
IJR 2.2%

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
ALT ALTIMMUNE INC $8700.00%286 00.0% — 不变
SHC SOTERA HEALTH CO $8700.00%49 00.0% — 不变
— LIBERTY BROADBAND CORP $8990.00%27 -9-25.0% -$300 减仓
TNDM TANDEM DIABETES CARE INC $9060.00%60 46328.6% $695 加仓
PDP INVESCO EXCHANGE TRADED FD T $9110.00%6 00.0% — 不变
BF/B BROWN FORMAN CORP $9330.00%35 00.0% — 不变
M MACYS INC $9420.00%40 25.3% $47 加仓
SYK STRYKER CORPORATION $9450.00%3 -32-91.4% -$1.01万 减仓
LW LAMB WESTON HLDGS INC $9500.00%22 14175.0% $605 加仓
DOW DOW HLDGS INC $9850.00%36 -184-83.6% -$5,034 减仓
NGG NATIONAL GRID PLC $9950.00%12 12— $995 新建仓
— AMPLIFY ETF TR $1,0050.00%39 00.0% — 不变
BC BRUNSWICK CORP $1,0110.00%12 00.0% — 不变
PCAR PACCAR INC $1,0820.00%9 00.0% — 不变
LKQ LKQ CORP $1,1060.00%42 -554-93.0% -$1.46万 减仓
BSY BENTLEY SYS INC $1,1060.00%37 -135-78.5% -$4,035 减仓
OLN OLIN CORP $1,1100.00%56 -170-75.2% -$3,370 减仓
PVH PVH CORPORATION $1,1140.00%15 15— $1,114 新建仓
— GATES INDL CORP PLC $1,1190.00%40 -85-68.0% -$2,378 减仓
CRI CARTERS INC $1,1530.00%28 00.0% — 不变
PENN PENN ENTERTAINMENT INC $1,1540.00%54 00.0% — 不变
BIO BIO RAD LABS INC $1,1750.00%4 -15-78.9% -$4,406 减仓
TME TENCENT MUSIC ENTMT GROUP $1,2030.00%144 144— $1,203 新建仓
LBTYA LIBERTY GLOBAL LTD $1,2170.00%107 107— $1,217 新建仓
DRVN DRIVEN BRANDS HLDGS INC $1,2270.00%88 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $1,2530.00%7 -5-41.7% -$895 减仓
NSC NORFOLK SOUTHN CORP $1,2590.00%4 00.0% — 不变
— SIREN ETF TR $1,2690.00%50 00.0% — 不变
SSL SASOL LTD $1,2970.00%132 132— $1,297 新建仓
FRHC FREEDOM HOLDING CORP $1,3050.00%10 10— $1,305 新建仓
OGS ONE GAS INC $1,3110.00%17 00.0% — 不变
SAIL SAILPOINT INC $1,3180.00%90 90— $1,318 新建仓
SQM SOCIEDAD QUIMICA Y MINERA DE $1,3330.00%18 18— $1,333 新建仓
PONY PONY AI INC $1,3840.00%199 199— $1,384 新建仓
LEGN LEGEND BIOTECH CORP $1,3870.00%48 48— $1,387 新建仓
AS AMER SPORTS INC $1,3880.00%41 41— $1,388 新建仓
TDOC TELADOC HEALTH INC $1,3910.00%164 00.0% — 不变
CART MAPLEBEAR INC $1,4210.00%30 30— $1,421 新建仓
ASTS AST SPACEMOBILE INC $1,4220.00%16 16— $1,422 新建仓
EFX EQUIFAX INC $1,4290.00%9 -5-35.7% -$794 减仓
CHDN CHURCHILL DOWNS INC $1,4350.00%16 -70-81.4% -$6,278 减仓
MAT MATTEL INC $1,4860.00%107 -799-88.2% -$1.11万 减仓
WEX WEX INC $1,5520.00%11 -34-75.6% -$4,797 减仓
RDDT REDDIT INC $1,5630.00%9 9— $1,563 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $1,6010.00%13 -83-86.5% -$1.02万 减仓
O REALTY INCOME CORP $1,6110.00%26 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $1,6210.00%16 16— $1,621 新建仓
CSGP COSTAR GROUP INC $1,6710.00%59 -105-64.0% -$2,974 减仓
CROX CROCS INC $1,6890.00%14 14— $1,689 新建仓
BG BUNGE GLOBAL SA $1,7080.00%16 00.0% — 不变
GLOB GLOBANT S A $1,7080.00%59 47391.7% $1,361 加仓
ASH ASHLAND INC $1,7140.00%26 00.0% — 不变
ONON ON HLDG AG $1,8070.00%51 51— $1,807 新建仓
TIGO MILLICOM INTL CELLULAR S A $1,8160.00%20 20— $1,816 新建仓
TSEM TOWER SEMICONDUCTOR LTD $1,8250.00%7 7— $1,825 新建仓
UA UNDER ARMOUR INC $1,8480.00%297 297— $1,848 新建仓
WY WEYERHAEUSER CO $1,8680.00%78 1830.0% $431 加仓
CRCL CIRCLE INTERNET GROUP INC $1,8790.00%30 30— $1,879 新建仓
DAR DARLING INGREDIENTS INC $1,9120.00%35 1145.8% $601 加仓
SGI SOMNIGROUP INTERNATIONAL INC $1,9600.00%25 956.2% $706 加仓
ATI ATI INC $1,9710.00%10 10— $1,971 新建仓
FNF FIDELITY NATL FINL INC $1,9810.00%42 00.0% — 不变
LTM LATAM AIRLINES GROUP SA $1,9820.00%34 34— $1,982 新建仓
RCI ROGERS COMMUNICATIONS INC $1,9830.00%61 61— $1,983 新建仓
PFGC PERFORMANCE FOOD GROUP CO $2,0130.00%18 00.0% — 不变
EXEL EXELIXIS INC $2,0140.00%37 -124-77.0% -$6,750 重新持有
LOAR LOAR HOLDINGS INC $2,0160.00%25 419.0% $323 加仓
TEL TE CONNECTIVITY PLC $2,0170.00%10 -2-16.7% -$403 减仓
SHOP SHOPIFY INC $2,0560.00%18 18— $2,056 新建仓
AUR AURORA INNOVATION INC $2,0600.00%302 302— $2,060 新建仓
WTM WHITE MTNS INS GROUP LTD $2,0740.00%1 00.0% — 不变
FND FLOOR & DECOR HLDGS INC $2,0780.00%35 620.7% $356 加仓
HSY HERSHEY CO $2,1150.00%12 10500.0% $1,762 加仓
HEI HEICO CORP NEW $2,1380.00%6 250.0% $713 加仓
TPG TPG INC $2,1500.00%53 -253-82.7% -$1.03万 减仓
WAB WABTEC $2,1570.00%8 00.0% — 不变
KEX KIRBY CORP $2,1760.00%16 16— $2,176 新建仓
HUN HUNTSMAN CORP $2,1780.00%205 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $2,1800.00%221 10692.2% $1,046 加仓
FWONA LIBERTY MEDIA CORP DEL $2,1890.00%25 25— $2,189 新建仓
HALO HALOZYME THERAPEUTICS INC $2,1920.00%28 -91-76.5% -$7,124 重新持有
NET CLOUDFLARE INC $2,2080.00%9 9— $2,208 新建仓
URI UNITED RENTALS INC $2,2660.00%2 1100.0% $1,133 加仓
ADT ADT INC DEL $2,2690.00%349 -2,190-86.3% -$1.42万 减仓
CBRE CBRE GROUP INC $2,2900.00%17 -1-5.6% -$135 减仓
CAE CAE INC $2,3060.00%92 92— $2,306 新建仓
TLN TALEN ENERGY CORP $2,3060.00%6 6— $2,306 新建仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $2,3150.00%26 26— $2,315 新建仓
MLI MUELLER INDS INC $2,3360.00%19 19— $2,336 新建仓
GDS GDS HLDGS LTD $2,3430.00%78 78— $2,343 新建仓
WMS ADVANCED DRAIN SYS INC DEL $2,3550.00%15 -3-16.7% -$471 减仓
CAVA CAVA GROUP INC $2,3550.00%30 30— $2,355 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $2,3600.00%14 14— $2,360 新建仓
MDLN MEDLINE INC $2,3670.00%60 60— $2,367 新建仓
DPZ DOMINOS PIZZA INC $2,3690.00%8 -5-38.5% -$1,481 减仓
OMF ONEMAIN HLDGS INC $2,3780.00%39 -76-66.1% -$4,634 减仓
LECO LINCOLN ELEC HLDGS INC $2,3900.00%9 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $2,3990.00%43 -18-29.5% -$1,004 减仓
FTAI FTAI AVIATION LTD $2,4350.00%9 9— $2,435 新建仓
XPO XPO INC $2,4640.00%12 450.0% $821 加仓