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 |
|---|---|---|---|---|---|---|---|---|
| AMG | AFFILIATED MANAGERS GROUP | $2,767 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $2,781 | 0.00% | 76 | 24 | 46.2% | $878 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,786 | 0.00% | 87 | -172 | -66.4% | -$5,508 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $2,799 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $2,822 | 0.00% | 38 | 38 | — | $2,822 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2,824 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC | $2,827 | 0.00% | 125 | -71 | -36.2% | -$1,606 | 重新持有 |
| EIX | EDISON INTL | $2,855 | 0.00% | 39 | 18 | 85.7% | $1,318 | 加仓 |
| VFC | V F CORP | $2,855 | 0.00% | 168 | 168 | — | $2,855 | 新建仓 |
| ATR | APTARGROUP INC | $2,899 | 0.00% | 23 | 18 | 360.0% | $2,269 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $2,918 | 0.00% | 16 | -6 | -27.3% | -$1,094 | 减仓 |
| KBR | KBR INC | $2,949 | 0.00% | 80 | 17 | 27.0% | $627 | 加仓 |
| FHI | FEDERATED HERMES INC | $2,949 | 0.00% | 52 | 52 | — | $2,949 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,968 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $2,976 | 0.00% | 43 | -27 | -38.6% | -$1,869 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $3,018 | 0.00% | 56 | -12 | -17.6% | -$647 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $3,040 | 0.00% | 8 | 4 | 100.0% | $1,520 | 加仓 |
| NUE | NUCOR CORP | $3,044 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $3,065 | 0.00% | 78 | 78 | — | $3,065 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,089 | 0.00% | 188 | 171 | 1,005.9% | $2,810 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,092 | 0.00% | 11 | -85 | -88.5% | -$2.39万 | 减仓 |
| ESAB | ESAB CORPORATION | $3,094 | 0.00% | 32 | 32 | — | $3,094 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,101 | 0.00% | 27 | 27 | — | $3,101 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $3,105 | 0.00% | 30 | 11 | 57.9% | $1,138 | 加仓 |
| KEY | KEYCORP | $3,108 | 0.00% | 155 | 155 | — | $3,108 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,115 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $3,117 | 0.00% | 296 | 167 | 129.5% | $1,759 | 加仓 |
| TOL | TOLL BROTHERS INC | $3,139 | 0.00% | 23 | 17 | 283.3% | $2,320 | 加仓 |
| KVUE | KENVUE INC | $3,155 | 0.00% | 183 | -106 | -36.7% | -$1,827 | 减仓 |
| SAIA | SAIA INC | $3,162 | 0.00% | 9 | 9 | — | $3,162 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3,176 | 0.00% | 200 | 29 | 17.0% | $461 | 加仓 |
| CGNX | COGNEX CORP | $3,185 | 0.00% | 65 | 10 | 18.2% | $490 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $3,188 | 0.00% | 37 | 37 | — | $3,188 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3,234 | 0.00% | 142 | 133 | 1,477.8% | $3,029 | 重新持有 |
| CNC | CENTENE CORP DEL | $3,242 | 0.00% | 99 | -173 | -63.6% | -$5,665 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3,256 | 0.00% | 50 | 18 | 56.2% | $1,172 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3,265 | 0.00% | 45 | 23 | 104.5% | $1,669 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,271 | 0.00% | 209 | 195 | 1,392.9% | $3,052 | 加仓 |
| WCC | WESCO INTL INC | $3,284 | 0.00% | 12 | 11 | 1,100.0% | $3,010 | 加仓 |
| AFL | AFLAC INC | $3,309 | 0.00% | 30 | -185 | -86.0% | -$2.04万 | 减仓 |
| METC | RAMACO RES INC | $3,371 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $3,380 | 0.00% | 19 | 13 | 216.7% | $2,313 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,391 | 0.00% | 74 | 50 | 208.3% | $2,291 | 加仓 |
| HAL | HALLIBURTON CO | $3,393 | 0.00% | 87 | 45 | 107.1% | $1,755 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $3,444 | 0.00% | 97 | 97 | — | $3,444 | 新建仓 |
| MIDD | MIDDLEBY CORP | $3,448 | 0.00% | 26 | 19 | 271.4% | $2,520 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,477 | 0.00% | 17 | 17 | — | $3,477 | 新建仓 |
| CPAY | CORPAY INC | $3,492 | 0.00% | 12 | 2 | 20.0% | $582 | 加仓 |
| ORI | OLD REP INTL CORP | $3,512 | 0.00% | 88 | 61 | 225.9% | $2,434 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $3,542 | 0.00% | 29 | 26 | 866.7% | $3,176 | 加仓 |
| PODD | INSULET CORP | $3,568 | 0.00% | 17 | -3 | -15.0% | -$630 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $3,587 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,591 | 0.00% | 20 | 5 | 33.3% | $898 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $3,601 | 0.00% | 21 | 7 | 50.0% | $1,200 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $3,604 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $3,626 | 0.00% | 175 | 138 | 373.0% | $2,859 | 加仓 |
| ENTG | ENTEGRIS INC | $3,635 | 0.00% | 31 | 12 | 63.2% | $1,407 | 加仓 |
| WSO | WATSCO INC | $3,638 | 0.00% | 10 | 9 | 900.0% | $3,274 | 重新持有 |
| COKE | COCA COLA CONS INC | $3,644 | 0.00% | 19 | 19 | — | $3,644 | 新建仓 |
| EME | EMCOR GROUP INC | $3,692 | 0.00% | 5 | 5 | — | $3,692 | 新建仓 |
| ETSY | ETSY INC | $3,703 | 0.00% | 74 | 13 | 21.3% | $651 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $3,773 | 0.00% | 63 | -115 | -64.6% | -$6,887 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,797 | 0.00% | 8 | 2 | 33.3% | $949 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,803 | 0.00% | 66 | 20 | 43.5% | $1,152 | 重新持有 |
| VMC | VULCAN MATLS CO | $3,813 | 0.00% | 14 | -4 | -22.2% | -$1,089 | 减仓 |
| THG | HANOVER INS GROUP INC | $3,814 | 0.00% | 22 | 5 | 29.4% | $867 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $3,837 | 0.00% | 126 | 126 | — | $3,837 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $3,838 | 0.00% | 78 | 62 | 387.5% | $3,051 | 加仓 |
| EPR | EPR PPTYS | $3,847 | 0.00% | 77 | -13 | -14.4% | -$649 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $3,854 | 0.00% | 38 | 29 | 322.2% | $2,941 | 加仓 |
| IDA | IDACORP INC | $3,861 | 0.00% | 27 | 27 | — | $3,861 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $3,876 | 0.00% | 54 | 54 | — | $3,876 | 新建仓 |
| RPM | RPM INTL INC | $3,877 | 0.00% | 39 | 1 | 2.6% | $99 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $3,878 | 0.00% | 27 | 27 | — | $3,878 | 新建仓 |
| NVT | NVENT ELEC PLC | $3,904 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,911 | 0.00% | 46 | -48 | -51.1% | -$4,081 | 减仓 |
| HRL | HORMEL FOODS CORP | $3,942 | 0.00% | 174 | 162 | 1,350.0% | $3,670 | 重新持有 |
| XYL | XYLEM INC | $3,944 | 0.00% | 33 | -13 | -28.3% | -$1,554 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,948 | 0.00% | 11 | -9 | -45.0% | -$3,230 | 减仓 |
| PCG | PG&E CORP | $3,954 | 0.00% | 225 | 58 | 34.7% | $1,019 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $3,960 | 0.00% | 43 | 1 | 2.4% | $92 | 加仓 |
| VRSN | VERISIGN INC | $3,974 | 0.00% | 16 | -11 | -40.7% | -$2,732 | 重新持有 |
| — | TAYLOR MORRISON HOME CORP | $4,019 | 0.00% | 69 | -285 | -80.5% | -$1.66万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,062 | 0.00% | 37 | -18 | -32.7% | -$1,976 | 减仓 |
| ATO | ATMOS ENERGY CORP | $4,064 | 0.00% | 22 | 15 | 214.3% | $2,771 | 加仓 |
| — | DUPONT DE NEMOURS INC | $4,077 | 0.00% | 89 | 72 | 423.5% | $3,298 | 加仓 |
| CLX | CLOROX CO DEL | $4,087 | 0.00% | 39 | -69 | -63.9% | -$7,231 | 减仓 |
| RHI | ROBERT HALF INC. | $4,090 | 0.00% | 161 | 37 | 29.8% | $940 | 重新持有 |
| MAS | MASCO CORP | $4,106 | 0.00% | 68 | -20 | -22.7% | -$1,208 | 重新持有 |
| FIVE | FIVE BELOW INC | $4,113 | 0.00% | 18 | 3 | 20.0% | $686 | 加仓 |
| CPRT | COPART INC | $4,117 | 0.00% | 124 | 124 | — | $4,117 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $4,128 | 0.00% | 43 | 39 | 975.0% | $3,744 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $4,131 | 0.00% | 121 | -8 | -6.2% | -$273 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $4,168 | 0.00% | 61 | 59 | 2,950.0% | $4,031 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $4,172 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $4,182 | 0.00% | 20 | 20 | — | $4,182 | 新建仓 |
| MTZ | MASTEC INC | $4,183 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $4,192 | 0.00% | 22 | 6 | 37.5% | $1,143 | 加仓 |
| NRG | NRG ENERGY INC | $4,239 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4,287 | 0.00% | 41 | 21 | 105.0% | $2,196 | 加仓 |