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 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | $4,288 | 0.00% | 33 | 28 | 560.0% | $3,638 | 重新持有 |
| AVY | AVERY DENNISON CORP | $4,317 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $4,321 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,355 | 0.00% | 32 | -276 | -89.6% | -$3.76万 | 减仓 |
| USB | US BANCORP | $4,369 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4,376 | 0.00% | 15 | 4 | 36.4% | $1,167 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4,390 | 0.00% | 173 | 55 | 46.6% | $1,396 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,398 | 0.00% | 15 | -4 | -21.1% | -$1,173 | 减仓 |
| TDC | TERADATA CORP DEL | $4,409 | 0.00% | 172 | 172 | — | $4,409 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $4,421 | 0.00% | 26 | 18 | 225.0% | $3,061 | 重新持有 |
| BIDU | BAIDU INC | $4,457 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $4,461 | 0.00% | 93 | 93 | — | $4,461 | 新建仓 |
| RNG | RINGCENTRAL INC | $4,463 | 0.00% | 120 | 97 | 421.7% | $3,608 | 加仓 |
| VNT | VONTIER CORPORATION | $4,541 | 0.00% | 128 | 64 | 100.0% | $2,270 | 加仓 |
| HAS | HASBRO INC | $4,587 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,627 | 0.00% | 65 | 36 | 124.1% | $2,563 | 加仓 |
| FMC | FMC CORP | $4,650 | 0.00% | 270 | 50 | 22.7% | $861 | 加仓 |
| BRKR | BRUKER CORP | $4,660 | 0.00% | 129 | 129 | — | $4,660 | 新建仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $4,663 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $4,663 | 0.00% | 1,288 | 1,288 | — | $4,663 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $4,665 | 0.00% | 13 | -9 | -40.9% | -$3,230 | 减仓 |
| LINE | LINEAGE INC | $4,751 | 0.00% | 145 | 145 | — | $4,751 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $4,805 | 0.00% | 195 | 124 | 174.6% | $3,055 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4,824 | 0.00% | 50 | -47 | -48.5% | -$4,535 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $4,836 | 0.00% | 48 | 40 | 500.0% | $4,030 | 加仓 |
| GPN | GLOBAL PMTS INC | $4,846 | 0.00% | 72 | 72 | — | $4,846 | 新建仓 |
| GPC | GENUINE PARTS CO | $4,865 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4,866 | 0.00% | 54 | 28 | 107.7% | $2,523 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4,878 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4,889 | 0.00% | 11 | 6 | 120.0% | $2,667 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $4,904 | 0.00% | 61 | -59 | -49.2% | -$4,743 | 减仓 |
| CTAS | CINTAS CORP | $4,906 | 0.00% | 29 | 0 | 0.0% | — | 重新持有 |
| R | RYDER SYS INC | $4,914 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $4,932 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4,954 | 0.00% | 220 | 137 | 165.1% | $3,085 | 加仓 |
| DTE | DTE ENERGY CO | $4,972 | 0.00% | 34 | 6 | 21.4% | $877 | 加仓 |
| CPT | CAMDEN PPTY TR | $4,981 | 0.00% | 51 | 20 | 64.5% | $1,953 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,005 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $5,011 | 0.00% | 14 | 3 | 27.3% | $1,074 | 加仓 |
| COR | CENCORA INC | $5,027 | 0.00% | 16 | 6 | 60.0% | $1,885 | 加仓 |
| TKR | TIMKEN CO | $5,029 | 0.00% | 50 | 31 | 163.2% | $3,118 | 加仓 |
| HYS | PIMCO ETF TR | $5,037 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5,037 | 0.00% | 58 | 58 | — | $5,037 | 新建仓 |
| HLNE | HAMILTON LANE INC | $5,070 | 0.00% | 51 | 51 | — | $5,070 | 新建仓 |
| TXT | TEXTRON INC | $5,079 | 0.00% | 58 | 30 | 107.1% | $2,627 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,097 | 0.00% | 12 | 3 | 33.3% | $1,274 | 加仓 |
| HODL | VANECK BITCOIN ETF | $5,116 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $5,169 | 0.00% | 345 | 345 | — | $5,169 | 新建仓 |
| UNM | UNUM GROUP | $5,186 | 0.00% | 71 | 47 | 195.8% | $3,433 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $5,250 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $5,254 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $5,273 | 0.00% | 37 | 34 | 1,133.3% | $4,845 | 重新持有 |
| BIO | BIO RAD LABS INC | $5,297 | 0.00% | 19 | 19 | — | $5,297 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $5,298 | 0.00% | 94 | 23 | 32.4% | $1,296 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $5,298 | 0.00% | 25 | 7 | 38.9% | $1,483 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $5,307 | 0.00% | 72 | 13 | 22.0% | $958 | 加仓 |
| IRM | IRON MTN INC DEL | $5,312 | 0.00% | 52 | 22 | 73.3% | $2,247 | 重新持有 |
| PPL | PPL CORP | $5,348 | 0.00% | 140 | 65 | 86.7% | $2,483 | 加仓 |
| MPC | MARATHON PETE CORP | $5,372 | 0.00% | 22 | 1 | 4.8% | $244 | 加仓 |
| EXC | EXELON CORP | $5,393 | 0.00% | 110 | 5 | 4.8% | $245 | 加仓 |
| SO | SOUTHERN CO | $5,406 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $5,434 | 0.00% | 124 | -50 | -28.7% | -$2,191 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $5,442 | 0.00% | 47 | 20 | 74.1% | $2,316 | 加仓 |
| GAP | GAP INC | $5,445 | 0.00% | 225 | 173 | 332.7% | $4,187 | 加仓 |
| SNA | SNAP ON INC | $5,449 | 0.00% | 15 | 7 | 87.5% | $2,543 | 加仓 |
| PII | POLARIS INC | $5,450 | 0.00% | 100 | 100 | — | $5,450 | 新建仓 |
| GWW | WW GRAINGER INC | $5,455 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $5,467 | 0.00% | 21 | 10 | 90.9% | $2,603 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5,485 | 0.00% | 14 | 14 | — | $5,485 | 新建仓 |
| LAD | LITHIA MTRS INC | $5,494 | 0.00% | 22 | 17 | 340.0% | $4,245 | 加仓 |
| FIX | COMFORT SYS USA INC | $5,516 | 0.00% | 4 | 4 | — | $5,516 | 新建仓 |
| BILL | BILL HOLDINGS INC | $5,554 | 0.00% | 145 | 106 | 271.8% | $4,060 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $5,563 | 0.00% | 241 | 241 | — | $5,563 | 新建仓 |
| CPA | COPA HOLDINGS SA | $5,567 | 0.00% | 49 | 9 | 22.5% | $1,023 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $5,587 | 0.00% | 210 | 1 | 0.5% | $27 | 加仓 |
| SSNC | SS&C TECH HLDGS | $5,609 | 0.00% | 83 | 83 | — | $5,609 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $5,647 | 0.00% | 28 | 4 | 16.7% | $807 | 加仓 |
| TW | TRADEWEB MKTS INC | $5,648 | 0.00% | 48 | 48 | — | $5,648 | 新建仓 |
| BYD | BOYD GAMING CORP | $5,671 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $5,675 | 0.00% | 75 | -27 | -26.5% | -$2,043 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $5,728 | 0.00% | 32 | 7 | 28.0% | $1,253 | 加仓 |
| XYZ | BLOCK INC | $5,838 | 0.00% | 97 | 63 | 185.3% | $3,792 | 重新持有 |
| MRNA | MODERNA INC | $5,842 | 0.00% | 115 | 41 | 55.4% | $2,083 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $5,852 | 0.00% | 34 | -97 | -74.0% | -$1.67万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $5,886 | 0.00% | 146 | 146 | — | $5,886 | 新建仓 |
| NI | NISOURCE INC | $5,926 | 0.00% | 127 | 48 | 60.8% | $2,240 | 加仓 |
| CCL | CARNIVAL CORP | $5,927 | 0.00% | 229 | -74 | -24.4% | -$1,915 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $5,954 | 0.00% | 47 | 23 | 95.8% | $2,914 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $5,983 | 0.00% | 522 | 330 | 171.9% | $3,782 | 加仓 |
| IVZ | INVESCO LTD | $6,024 | 0.00% | 248 | 53 | 27.2% | $1,287 | 加仓 |
| SNOW | SNOWFLAKE INC | $6,033 | 0.00% | 40 | 35 | 700.0% | $5,279 | 加仓 |
| GRMN | GARMIN LTD | $6,033 | 0.00% | 26 | 1 | 4.0% | $232 | 重新持有 |
| BSY | BENTLEY SYS INC | $6,041 | 0.00% | 172 | 149 | 647.8% | $5,233 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $6,054 | 0.00% | 22 | 3 | 15.8% | $826 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $6,057 | 0.00% | 101 | 45 | 80.4% | $2,699 | 加仓 |
| — | LIBERTY BROADBAND CORP | $6,077 | 0.00% | 121 | 30 | 33.0% | $1,507 | 加仓 |
| CE | CELANESE CORP DEL | $6,117 | 0.00% | 93 | 59 | 173.5% | $3,881 | 重新持有 |
| ON | ON SEMICONDUCTOR CORP | $6,131 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $6,152 | 0.00% | 115 | 83 | 259.4% | $4,440 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $6,159 | 0.00% | 57 | -2 | -3.4% | -$216 | 减仓 |