ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK CA · SEC CIK 0001976256
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | $1,557 | 0.00% | 8 | 3 | 60.0% | $584 | 加仓 |
| VSAT | VIASAT INC | $1,558 | 0.00% | 34 | 34 | — | $1,558 | 新建仓 |
| POST | POST HLDGS INC | $1,582 | 0.00% | 16 | -8 | -33.3% | -$791 | 减仓 |
| O | REALTY INCOME CORP | $1,591 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $1,591 | 0.00% | 54 | 6 | 12.5% | $177 | 重新持有 |
| ENOV | ENOVIS CORPORATION | $1,593 | 0.00% | 70 | 63 | 900.0% | $1,434 | 加仓 |
| NDSN | NORDSON CORP | $1,597 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $1,613 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $1,613 | 0.00% | 7 | 7 | — | $1,613 | 新建仓 |
| SF | STIFEL FINL CORP | $1,627 | 0.00% | 22 | -0 | -2.2% | -$37 | 减仓 |
| CNM | CORE & MAIN INC | $1,680 | 0.00% | 34 | 34 | — | $1,680 | 新建仓 |
| GGG | GRACO INC | $1,693 | 0.00% | 20 | 5 | 33.3% | $423 | 加仓 |
| CDW | CDW CORP | $1,695 | 0.00% | 14 | -4 | -22.2% | -$484 | 重新持有 |
| WING | WINGSTOP INC | $1,705 | 0.00% | 11 | 11 | — | $1,705 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,711 | 0.00% | 11 | -13 | -54.2% | -$2,022 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $1,726 | 0.00% | 91 | 91 | — | $1,726 | 新建仓 |
| ALLE | ALLEGION PLC | $1,744 | 0.00% | 12 | 12 | — | $1,744 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $1,754 | 0.00% | 44 | 26 | 144.4% | $1,036 | 加仓 |
| RBRK | RUBRIK INC. | $1,763 | 0.00% | 36 | 36 | — | $1,763 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,772 | 0.00% | 25 | 25 | — | $1,772 | 新建仓 |
| UGI | UGI CORP NEW | $1,785 | 0.00% | 49 | 49 | — | $1,785 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,795 | 0.00% | 12 | -70 | -85.4% | -$1.05万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $1,811 | 0.00% | 36 | -38 | -51.4% | -$1,912 | 减仓 |
| RH | RH | $1,818 | 0.00% | 13 | 13 | — | $1,818 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,827 | 0.00% | 11 | 4 | 57.1% | $664 | 加仓 |
| BBY | BEST BUY INC | $1,862 | 0.00% | 29 | -20 | -40.8% | -$1,284 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,895 | 0.00% | 44 | -301 | -87.2% | -$1.30万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,895 | 0.00% | 17 | -24 | -58.5% | -$2,675 | 减仓 |
| ICUI | ICU MED INC | $1,938 | 0.00% | 15 | -8 | -34.8% | -$1,034 | 减仓 |
| SLGN | SILGAN HLDGS INC | $1,940 | 0.00% | 50 | 50 | — | $1,940 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,945 | 0.00% | 16 | -26 | -61.9% | -$3,161 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $1,948 | 0.00% | 42 | 32 | 320.0% | $1,484 | 加仓 |
| BURL | BURLINGTON STORES INC | $1,953 | 0.00% | 6 | 6 | — | $1,953 | 新建仓 |
| VTR | VENTAS INC | $1,963 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,990 | 0.00% | 5 | -19 | -79.2% | -$7,562 | 减仓 |
| WAB | WABTEC | $2,000 | 0.00% | 8 | 8 | — | $2,000 | 新建仓 |
| PRI | PRIMERICA INC | $2,004 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $2,014 | 0.00% | 29 | 17 | 141.7% | $1,181 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $2,016 | 0.00% | 30 | -219 | -88.0% | -$1.47万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $2,018 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $2,021 | 0.00% | 9 | -7 | -43.8% | -$1,572 | 重新持有 |
| UDR | UDR INC | $2,027 | 0.00% | 60 | 18 | 42.9% | $608 | 加仓 |
| PPG | PPG INDS INC | $2,031 | 0.00% | 19 | -15 | -44.1% | -$1,603 | 重新持有 |
| BG | BUNGE GLOBAL SA | $2,036 | 0.00% | 16 | 16 | — | $2,036 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $2,043 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $2,058 | 0.00% | 67 | 30 | 81.1% | $921 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $2,078 | 0.00% | 209 | -1,190 | -85.1% | -$1.18万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $2,078 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2,081 | 0.00% | 19 | 4 | 26.7% | $438 | 重新持有 |
| PEGA | PEGASYSTEMS INC | $2,086 | 0.00% | 49 | 49 | — | $2,086 | 新建仓 |
| EVR | EVERCORE INC | $2,090 | 0.00% | 7 | -6 | -46.2% | -$1,791 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,129 | 0.00% | 7 | 4 | 133.3% | $1,217 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2,160 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $2,171 | 0.00% | 36 | 20 | 125.0% | $1,206 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,197 | 0.00% | 1 | 1 | — | $2,197 | 新建仓 |
| QUAL | ISHARES TR | $2,201 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $2,207 | 0.00% | 60 | 60 | — | $2,207 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,209 | 0.00% | 36 | -37 | -50.7% | -$2,270 | 减仓 |
| HSIC | SCHEIN HENRY INC | $2,211 | 0.00% | 30 | 9 | 42.9% | $663 | 加仓 |
| STE | STERIS PLC | $2,212 | 0.00% | 10 | -11 | -52.4% | -$2,433 | 减仓 |
| NVO | NOVO-NORDISK A S | $2,242 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $2,242 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,256 | 0.00% | 9 | -8 | -47.1% | -$2,005 | 减仓 |
| W | WAYFAIR INC | $2,257 | 0.00% | 30 | 9 | 42.9% | $677 | 加仓 |
| SUI | SUN CMNTYS INC | $2,268 | 0.00% | 18 | 5 | 38.5% | $630 | 加仓 |
| BPOP | POPULAR INC | $2,281 | 0.00% | 17 | 17 | — | $2,281 | 新建仓 |
| — | COTERRA ENERGY INC | $2,285 | 0.00% | 65 | -316 | -82.9% | -$1.11万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2,299 | 0.00% | 18 | 18 | — | $2,299 | 新建仓 |
| TECH | BIO-TECHNE CORP | $2,300 | 0.00% | 44 | 9 | 25.7% | $470 | 加仓 |
| AOS | SMITH A O CORP | $2,308 | 0.00% | 35 | -92 | -72.4% | -$6,067 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $2,315 | 0.00% | 98 | 72 | 276.9% | $1,701 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $2,332 | 0.00% | 85 | 69 | 431.2% | $1,893 | 加仓 |
| PHM | PULTE GROUP INC | $2,353 | 0.00% | 20 | -24 | -54.5% | -$2,824 | 重新持有 |
| COO | COOPER COS INC | $2,360 | 0.00% | 33 | 24 | 266.7% | $1,716 | 加仓 |
| AIZ | ASSURANT INC | $2,396 | 0.00% | 11 | 10 | 1,000.0% | $2,178 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2,401 | 0.00% | 5 | 5 | — | $2,401 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,404 | 0.00% | 92 | 50 | 119.0% | $1,307 | 重新持有 |
| D | DOMINION ENERGY INC | $2,411 | 0.00% | 39 | 31 | 387.5% | $1,916 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,421 | 0.00% | 4 | -18 | -81.8% | -$1.09万 | 重新持有 |
| CBRE | CBRE GROUP INC | $2,439 | 0.00% | 18 | -10 | -35.7% | -$1,355 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,442 | 0.00% | 88 | 88 | — | $2,442 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,469 | 0.00% | 18 | 18 | — | $2,469 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $2,509 | 0.00% | 12 | -6 | -33.3% | -$1,254 | 减仓 |
| EFX | EQUIFAX INC | $2,521 | 0.00% | 14 | -7 | -33.3% | -$1,260 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2,554 | 0.00% | 69 | 69 | — | $2,554 | 新建仓 |
| ROL | ROLLINS INC | $2,564 | 0.00% | 48 | 21 | 77.8% | $1,122 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,623 | 0.00% | 28 | 28 | — | $2,623 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $2,634 | 0.00% | 58 | -69 | -54.3% | -$3,134 | 减仓 |
| FCN | FTI CONSULTING INC | $2,652 | 0.00% | 15 | -66 | -81.5% | -$1.17万 | 减仓 |
| IEX | IDEX CORP | $2,654 | 0.00% | 14 | 14 | — | $2,654 | 新建仓 |
| ALLY | ALLY FINL INC | $2,668 | 0.00% | 68 | 39 | 134.5% | $1,530 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $2,677 | 0.00% | 125 | -94 | -42.9% | -$2,013 | 减仓 |
| — | LEGGETT & PLATT INC | $2,678 | 0.00% | 271 | 94 | 53.1% | $929 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $2,687 | 0.00% | 97 | 61 | 169.4% | $1,690 | 加仓 |
| PBF | PBF ENERGY INC | $2,715 | 0.00% | 57 | 57 | — | $2,715 | 新建仓 |
| CMS | CMS ENERGY CORP | $2,716 | 0.00% | 35 | 35 | — | $2,716 | 新建仓 |
| GLW | CORNING INC | $2,720 | 0.00% | 20 | 20 | — | $2,720 | 新建仓 |
| HUN | HUNTSMAN CORP | $2,729 | 0.00% | 205 | 69 | 50.7% | $919 | 加仓 |
| ESNT | ESSENT GROUP LTD | $2,747 | 0.00% | 47 | 47 | — | $2,747 | 新建仓 |
| AZN | ASTRAZENECA PLC | $2,762 | 0.00% | 14 | 14 | — | $2,762 | 新建仓 |