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
OMAB GRUPO AEROPORTUARIO DEL CENT $2,4880.00%22 22— $2,488 新建仓
QUAL ISHARES TR $2,5230.00%11 00.0% — 不变
BZ KANZHUN LIMITED $2,5230.00%196 196— $2,523 新建仓
TU TELUS CORPORATION $2,5370.00%240 240— $2,537 新建仓
TAL TAL ED GROUP $2,5370.00%265 265— $2,537 新建仓
BLOK AMPLIFY ETF TR $2,5680.00%41 00.0% — 不变
PBF PBF ENERGY INC $2,5950.00%57 00.0% — 不变
TEM TEMPUS AI INC $2,6070.00%45 45— $2,607 新建仓
WAT WATERS CORP $2,6260.00%7 375.0% $1,125 加仓
AZN ASTRAZENECA PLC $2,6550.00%14 00.0% — 不变
SAM BOSTON BEER INC $2,6560.00%15 8114.3% $1,417 加仓
— PLDT INC $2,6640.00%152 152— $2,664 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $2,6660.00%91 91— $2,666 新建仓
TDY TELEDYNE TECHNOLOGIES INC $2,6680.00%4 00.0% — 不变
INSP INSPIRE MED SYS INC $2,6770.00%60 60— $2,677 新建仓
CMS CMS ENERGY CORP $2,6780.00%35 00.0% — 不变
B BARRICK MNG CORP $2,6820.00%73 73— $2,682 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $2,6900.00%47 -353-88.2% -$2.02万 减仓
ALB ALBEMARLE CORP $2,7010.00%20 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $2,7230.00%28 00.0% — 不变
DXC DXC TECHNOLOGY CO $2,7350.00%309 309— $2,735 新建仓
RKT ROCKET COS INC $2,7570.00%175 175— $2,757 新建仓
LDOS LEIDOS HOLDINGS INC $2,7810.00%27 16145.5% $1,648 加仓
PAC GRUPO AEROPORTUNARIO DEL PAC $2,7850.00%11 11— $2,785 新建仓
RVMD REVOLUTION MEDICINES INC $2,8100.00%15 15— $2,810 新建仓
BAX BAXTER INTL INC $2,8150.00%132 112560.0% $2,388 加仓
TKO TKO GROUP HOLDINGS INC $2,8190.00%14 -14-50.0% -$2,819 减仓
HMY HARMONY GOLD MNG LTD $2,8450.00%187 187— $2,845 新建仓
SMCI SUPER MICRO COMPUTER INC $2,8460.00%97 -45-31.7% -$1,320 减仓
FHI FEDERATED HERMES INC $2,8720.00%52 00.0% — 不变
METC RAMACO RES INC $2,8850.00%218 00.0% — 不变
AAON AAON INC $2,9180.00%23 23— $2,918 新建仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $2,9270.00%313 313— $2,927 新建仓
VIPS VIPSHOP HLDGS LTD $2,9310.00%221 221— $2,931 新建仓
PSN PARSONS CORP DEL $2,9340.00%56 56— $2,934 新建仓
TRU TRANSUNION $2,9580.00%41 -2-4.7% -$144 减仓
PBA PEMBINA PIPELINE CORP $2,9600.00%64 64— $2,960 新建仓
ROL ROLLINS INC $2,9640.00%71 2347.9% $960 加仓
ESNT ESSENT GROUP LTD $3,0220.00%47 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $3,0310.00%22 -42-65.6% -$5,786 减仓
JBS JBS N.V. $3,0340.00%256 256— $3,034 新建仓
VIK VIKING HOLDINGS LTD $3,0360.00%29 29— $3,036 新建仓
WIX WIX COM LTD $3,0400.00%67 67— $3,040 新建仓
ROP ROPER TECHNOLOGIES INC $3,0460.00%9 -53-85.5% -$1.79万 减仓
FMX FOMENTO ECONOMICO MEXICANO S $3,0700.00%24 24— $3,070 新建仓
CRS CARPENTER TECHNOLOGY CORP $3,0850.00%5 5— $3,085 新建仓
TECK TECK RESOURCES LTD $3,0920.00%52 52— $3,092 新建仓
BOH BANK HAWAII CORP $3,0970.00%38 00.0% — 不变
UWMC UWM HOLDINGS CORPORATION $3,1030.00%1,355 675.2% $153 加仓
RMD RESMED INC $3,1190.00%16 777.8% $1,365 加仓
ALK ALASKA AIR GROUP INC $3,1320.00%60 00.0% — 不变
SCCO SOUTHERN COPPER CORP $3,1370.00%18 18— $3,137 新建仓
DOC HEALTHPEAK PROPERTIES INC $3,1680.00%148 -40-21.3% -$856 减仓
MEDP MEDPACE HLDGS INC $3,1780.00%6 120.0% $530 加仓
EMBJ EMBRAER S.A. $3,1900.00%50 50— $3,190 新建仓
CPNG COUPANG INC $3,2140.00%185 185— $3,214 新建仓
AMX AMERICA MOVIL SAB DE CV $3,2490.00%125 125— $3,249 新建仓
VIV TELEFONICA BRASIL SA $3,2510.00%247 247— $3,251 新建仓
CHE CHEMED CORP NEW $3,2610.00%7 7— $3,261 新建仓
BILL BILL HOLDINGS INC $3,2910.00%91 -54-37.2% -$1,953 减仓
AR ANTERO RESOURCES CORP $3,3040.00%94 94— $3,304 新建仓
DASH DOORDASH INC $3,3220.00%18 -53-74.6% -$9,781 减仓
SN SHARKNINJA INC $3,3500.00%22 22— $3,350 新建仓
CBC CENTRAL BANCOMPANY $3,3730.00%111 111— $3,373 新建仓
LITE LUMENTUM HLDGS INC $3,4330.00%4 4— $3,433 新建仓
AMT AMERICAN TOWER CORP $3,4350.00%21 -91-81.2% -$1.49万 减仓
FITB FIFTH THIRD BANCORP $3,4950.00%62 2987.9% $1,635 加仓
KOF COCA-COLA FEMSA SAB DE CV $3,5070.00%33 33— $3,507 新建仓
SLGN SILGAN HLDGS INC $3,5260.00%76 2652.0% $1,206 加仓
ELAN ELANCO ANIMAL HEALTH INC $3,5440.00%144 2016.1% $492 加仓
KEY KEYCORP $3,5730.00%155 00.0% — 不变
DECK DECKERS OUTDOOR CORP $3,5750.00%36 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $3,5860.00%200 00.0% — 不变
ABVX ABIVAX SA $3,5990.00%27 27— $3,599 新建仓
STZ CONSTELLATION BRANDS INC $3,6170.00%26 -9-25.7% -$1,252 减仓
NTNX NUTANIX INC $3,6190.00%71 -104-59.4% -$5,301 减仓
LPX LOUISIANA PAC CORP $3,6190.00%46 46— $3,619 新建仓
INSM INSMED INC $3,6260.00%34 34— $3,626 新建仓
CRH CRH PLC $3,6380.00%34 21161.5% $2,247 加仓
VST VISTRA CORP $3,6490.00%23 -23-50.0% -$3,649 减仓
LI LI AUTO INC $3,6630.00%312 312— $3,663 新建仓
FNDA SCHWAB STRATEGIC TR $3,6650.00%96 00.0% — 不变
ASR GRUPO AEROPORTUARIO DEL SURE $3,6810.00%12 12— $3,681 新建仓
SE SEA LTD $3,7380.00%39 39— $3,738 新建仓
AFG AMERICAN FINANCIAL GROUP INC $3,7790.00%27 950.0% $1,260 加仓
BYD BOYD GAMING CORP $3,7990.00%43 -26-37.7% -$2,297 减仓
OC OWENS CORNING NEW $3,8160.00%24 13118.2% $2,067 加仓
NU NU HLDGS LTD $3,8210.00%286 286— $3,821 新建仓
CAR AVIS BUDGET GROUP INC $3,8440.00%26 19271.4% $2,809 重新持有
TRP TC ENERGY CORP $3,8450.00%58 58— $3,845 新建仓
VKTX VIKING THERAPEUTICS INC $3,8620.00%99 3759.7% $1,443 加仓
SARO STANDARDAERO INC $3,8890.00%130 130— $3,889 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC $3,8910.00%52 52— $3,891 新建仓
SLG SL GREEN RLTY CORP $3,9350.00%76 3794.9% $1,916 加仓
ALC ALCON AG $3,9590.00%59 59— $3,959 新建仓
RBA RB GLOBAL INC $3,9600.00%34 34— $3,960 新建仓
TFII TFI INTERNATIONAL INC $4,0200.00%28 28— $4,020 新建仓
DINO HF SINCLAIR CORP $4,0400.00%58 58— $4,040 新建仓
BSAC BANCO SANTANDER CHILE NEW $4,0510.00%123 123— $4,051 新建仓
— FRANKLIN TEMPLETON HOLDINGS $4,0570.00%76 11.3% $53 加仓