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
ROIV ROIVANT SCIENCES LTD $4,0700.00%115 4053.3% $1,416 加仓
CMG CHIPOTLE MEXICAN GRILL INC $4,0810.00%120 3337.9% $1,122 加仓
IDA IDACORP INC $4,0860.00%27 00.0% — 不变
FTI TECHNIPFMC PLC $4,1110.00%62 62— $4,111 新建仓
AMTM AMENTUM HOLDINGS INC $4,1140.00%199 199— $4,114 新建仓
SW SMURFIT WESTROCK PLC $4,1180.00%89 45102.3% $2,082 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $4,1620.00%2 -1-33.3% -$2,081 重新持有
JHX JAMES HARDIE INDS PLC $4,1630.00%159 159— $4,163 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $4,1820.00%16 -7-30.4% -$1,830 减仓
MGM MGM RESORTS INTERNATIONAL $4,2080.00%88 1927.5% $909 加仓
CZR CAESARS ENTERTAINMENT INC NE $4,2260.00%140 123723.5% $3,713 加仓
WRB BERKLEY W R CORP $4,2320.00%60 38172.7% $2,680 加仓
HR HEALTHCARE RLTY TR $4,2970.00%213 213— $4,297 新建仓
EQH EQUITABLE HLDGS INC $4,3010.00%98 98— $4,301 新建仓
GFL GFL ENVIRONMENTAL INC $4,3420.00%118 118— $4,342 新建仓
ALAB ASTERA LABS INC $4,3480.00%9 9— $4,348 新建仓
ITT ITT INC $4,3510.00%22 00.0% — 不变
VFC V F CORP $4,3710.00%262 9456.0% $1,568 加仓
AER AERCAP HOLDINGS NV $4,3740.00%30 30— $4,374 新建仓
LOGI LOGITECH INTL S A $4,4200.00%47 47— $4,420 新建仓
HODL VANECK BITCOIN ETF $4,4350.00%267 00.0% — 不变
EMB ISHARES TR $4,4370.00%46 00.0% — 不变
RBLX ROBLOX CORP $4,4600.00%82 82— $4,460 新建仓
SNN SMITH & NEPHEW PLC $4,4660.00%155 155— $4,466 新建仓
COLM COLUMBIA SPORTSWEAR CO $4,5130.00%73 63630.0% $3,895 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $4,5300.00%101 101— $4,530 新建仓
IREN IREN LIMITED $4,5730.00%100 100— $4,573 新建仓
— TEVA PHARMACEUTICAL INDS LTD $4,5740.00%135 135— $4,574 新建仓
ELF E L F BEAUTY INC $4,5880.00%62 62— $4,588 新建仓
EXLS EXLSERVICE HLDGS INC $4,6040.00%178 5241.3% $1,345 加仓
DG DOLLAR GEN CORP $4,6050.00%40 -13-24.5% -$1,497 减仓
TTD THE TRADE DESK INC $4,6290.00%256 -443-63.4% -$8,010 减仓
TXRH TEXAS ROADHOUSE INC $4,6380.00%24 24— $4,638 新建仓
CELH CELSIUS HLDGS INC $4,6850.00%160 160— $4,685 新建仓
HE HAWAIIAN ELEC INDS INC MTN B $4,7090.00%348 250255.1% $3,383 加仓
COHR COHERENT CORP $4,7340.00%12 12— $4,734 新建仓
HTHT H WORLD GROUP LTD $4,7570.00%114 114— $4,757 新建仓
MICC MAGNUM ICE CREAM CO NV $4,7880.00%275 275— $4,788 新建仓
GPN GLOBAL PMTS INC $4,7890.00%66 -6-8.3% -$435 减仓
APPF APPFOLIO INC $4,8110.00%30 30— $4,811 新建仓
CAI CARIS LIFE SCIENCES INC $4,8120.00%270 270— $4,812 新建仓
AMKR AMKOR TECHNOLOGY INC $4,8290.00%56 2686.7% $2,242 加仓
NVMI NOVA LTD $4,8870.00%9 9— $4,887 新建仓
AES AES CORP $4,8890.00%333 249296.4% $3,656 加仓
RBRK RUBRIK INC. $4,8980.00%61 2569.4% $2,007 加仓
CBSH COMMERCE BANCSHARES INC $4,9090.00%85 79.0% $404 加仓
RF REGIONS FINANCIAL CORP NEW $4,9530.00%164 7278.3% $2,174 加仓
LLYVK LIBERTY LIVE HOLDINGS INC $4,9660.00%47 47— $4,966 新建仓
CNP CENTERPOINT ENERGY INC $4,9770.00%113 00.0% — 不变
RKLB ROCKET LAB CORP $4,9810.00%49 37308.3% $3,761 加仓
ENB ENBRIDGE INC $4,9880.00%92 92— $4,988 新建仓
RJF RAYMOND JAMES FINL INC $5,0170.00%33 24266.7% $3,649 加仓
LNT ALLIANT ENERGY CORP $5,0360.00%66 1222.2% $916 加仓
HYS PIMCO ETF TR $5,0510.00%54 00.0% — 不变
PEN PENUMBRA INC $5,0520.00%16 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD $5,0600.00%460 -242-34.5% -$2,662 减仓
RITM RITHM CAPITAL CORP $5,0620.00%539 -4,461-89.2% -$4.19万 重新持有
VAC MARRIOTT VACATIONS WORLDWIDE $5,0940.00%50 00.0% — 不变
TECH BIO-TECHNE CORP $5,1580.00%73 2965.9% $2,049 加仓
HEI/A HEICO CORP NEW $5,1590.00%20 20— $5,159 新建仓
— LIBERTY CAP CORP $5,1690.00%236 236— $5,169 新建仓
DTE DTE ENERGY CO $5,1810.00%34 00.0% — 不变
FSLR FIRST SOLAR INC $5,1920.00%22 22— $5,192 新建仓
FOXA FOX CORP $5,2160.00%100 56127.3% $2,921 重新持有
GRMN GARMIN LTD $5,2260.00%22 -4-15.4% -$950 减仓
PR PERMIAN RESOURCES CORP $5,2840.00%287 287— $5,284 新建仓
CBOE CBOE GLOBAL MKTS INC $5,3390.00%22 11100.0% $2,670 加仓
BKNG BOOKING HOLDINGS INC $5,3480.00%30 27900.0% $4,813 重新持有
HAL HALLIBURTON CO $5,3650.00%158 7181.6% $2,411 加仓
WSO WATSCO INC $5,4180.00%13 330.0% $1,250 加仓
BAP CREDICORP LTD $5,4550.00%14 14— $5,455 新建仓
BLDR BUILDERS FIRSTSOURCE INC $5,4590.00%61 -139-69.5% -$1.24万 减仓
NYT NEW YORK TIMES CO MTN BE $5,4590.00%78 00.0% — 不变
WEC WEC ENERGY GROUP INC $5,4890.00%47 00.0% — 不变
VOYA VOYA FINANCIAL INC $5,5230.00%61 00.0% — 不变
QGEN QIAGEN NV $5,5530.00%142 142— $5,553 新建仓
ARGX ARGENX SE $5,5670.00%6 6— $5,567 新建仓
BDX BECTON DICKINSON & CO $5,5680.00%37 -40-51.9% -$6,019 减仓
ENTG ENTEGRIS INC $5,5760.00%31 00.0% — 不变
RACE FERRARI N V $5,5850.00%15 15— $5,585 新建仓
FDXF FEDEX FGHT HLDG CO INC $5,5870.00%37 37— $5,587 新建仓
CHH CHOICE HOTELS INTL INC $5,6240.00%51 2170.0% $2,316 加仓
SLB SLB LIMITED $5,6260.00%121 00.0% — 不变
PHM PULTE GROUP INC $5,6260.00%41 21105.0% $2,882 加仓
FHN FIRST HORIZON CORPORATION $5,6410.00%220 220— $5,641 新建仓
GSLC GOLDMAN SACHS ETF TR $5,6890.00%40 00.0% — 不变
TKC TURKCELL ILETISIM $5,7330.00%975 975— $5,733 新建仓
ALGN ALIGN TECHNOLOGY INC $5,7350.00%34 1361.9% $2,193 加仓
BCH BANCO DE CHILE $5,7660.00%145 145— $5,766 新建仓
DDS DILLARDS INC $5,8130.00%11 11— $5,813 新建仓
AXTA AXALTA COATING SYS LTD $5,8180.00%170 7375.3% $2,498 加仓
FMS FRESENIUS MEDICAL CARE AG $5,8560.00%259 259— $5,856 新建仓
EXPD EXPEDITORS INTL WASH INC $5,8680.00%36 36— $5,868 新建仓
SAIA SAIA INC $5,8970.00%14 555.6% $2,106 加仓
HXL HEXCEL CORP NEW $5,9040.00%59 59— $5,904 新建仓
AXS AXIS CAP HLDGS LTD $5,9100.00%55 1744.7% $1,827 加仓
SKM SK TELECOM CO LTD $5,9180.00%184 184— $5,918 新建仓
STM STMICROELECTRONICS N V $5,9920.00%80 80— $5,992 新建仓
EXE EXPAND ENERGY CORPORATION $6,0190.00%66 2978.4% $2,645 加仓
NTES NETEASE COM INC $6,0230.00%47 47— $6,023 新建仓