ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK CA · SEC CIK 0001976256
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RYN | RAYONIER INC | $6,023 | 0.00% | 283 | 282 | 28,200.0% | $6,002 | 重新持有 |
| NI | NISOURCE INC | $6,039 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $6,067 | 0.00% | 100 | 83 | 488.2% | $5,036 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $6,068 | 0.00% | 223 | 223 | — | $6,068 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $6,071 | 0.00% | 202 | 202 | — | $6,071 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $6,102 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $6,112 | 0.00% | 63 | 17 | 37.0% | $1,649 | 重新持有 |
| DFGR | DIMENSIONAL ETF TRUST | $6,117 | 0.00% | 211 | 1 | 0.5% | $29 | 加仓 |
| GMAB | GENMAB A/S | $6,126 | 0.00% | 223 | 223 | — | $6,126 | 新建仓 |
| E | ENI SPA | $6,139 | 0.00% | 131 | 131 | — | $6,139 | 新建仓 |
| QXO | QXO INC | $6,204 | 0.00% | 359 | 359 | — | $6,204 | 新建仓 |
| VTR | VENTAS INC | $6,216 | 0.00% | 70 | 46 | 191.7% | $4,085 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6,252 | 0.00% | 58 | 4 | 7.4% | $431 | 加仓 |
| UAA | UNDER ARMOUR INC | $6,256 | 0.00% | 979 | 979 | — | $6,256 | 新建仓 |
| CYTK | CYTOKINETICS INC | $6,305 | 0.00% | 74 | 9 | 13.8% | $767 | 重新持有 |
| NOK | NOKIA CORP | $6,322 | 0.00% | 476 | 476 | — | $6,322 | 新建仓 |
| DEO | DIAGEO PLC | $6,351 | 0.00% | 79 | 79 | — | $6,351 | 新建仓 |
| LAD | LITHIA MTRS INC | $6,391 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6,458 | 0.00% | 26 | -10 | -27.8% | -$2,484 | 重新持有 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $6,474 | 0.00% | 141 | 141 | — | $6,474 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $6,528 | 0.00% | 119 | 31 | 35.2% | $1,701 | 加仓 |
| BN | BROOKFIELD CORP | $6,559 | 0.00% | 154 | 154 | — | $6,559 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6,578 | 0.00% | 371 | 162 | 77.5% | $2,872 | 加仓 |
| TOL | TOLL BROTHERS INC | $6,590 | 0.00% | 40 | 17 | 73.9% | $2,801 | 加仓 |
| BEKE | KE HLDGS INC | $6,612 | 0.00% | 455 | 455 | — | $6,612 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $6,678 | 0.00% | 138 | 1 | 0.7% | $48 | 加仓 |
| COKE | COCA COLA CONS INC | $6,683 | 0.00% | 35 | 16 | 84.2% | $3,055 | 加仓 |
| CVE | CENOVUS ENERGY INC | $6,699 | 0.00% | 270 | 270 | — | $6,699 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,711 | 0.00% | 49 | -67 | -57.8% | -$9,176 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $6,736 | 0.00% | 163 | 65 | 66.3% | $2,686 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $6,744 | 0.00% | 248 | 248 | — | $6,744 | 新建仓 |
| ETR | ENTERGY CORP NEW | $6,777 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $6,780 | 0.00% | 608 | 608 | — | $6,780 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $6,884 | 0.00% | 30 | 18 | 150.0% | $4,130 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $6,884 | 0.00% | 45 | 45 | — | $6,884 | 新建仓 |
| LEA | LEAR CORP | $6,972 | 0.00% | 52 | 44 | 550.0% | $5,899 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $7,032 | 0.00% | 82 | 10 | 13.9% | $858 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $7,042 | 0.00% | 244 | 208 | 577.8% | $6,003 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $7,061 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $7,086 | 0.00% | 73 | 30 | 69.8% | $2,912 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $7,094 | 0.00% | 425 | 425 | — | $7,094 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $7,107 | 0.00% | 252 | -677 | -72.9% | -$1.91万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $7,136 | 0.00% | 218 | -530 | -70.9% | -$1.73万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,148 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $7,162 | 0.00% | 422 | 422 | — | $7,162 | 新建仓 |
| BWA | BORGWARNER INC | $7,172 | 0.00% | 108 | 87 | 414.3% | $5,777 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $7,188 | 0.00% | 111 | 111 | — | $7,188 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $7,207 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $7,212 | 0.00% | 211 | 133 | 170.5% | $4,546 | 加仓 |
| PATH | UIPATH INC | $7,229 | 0.00% | 665 | 665 | — | $7,229 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $7,263 | 0.00% | 22 | 7 | 46.7% | $2,311 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $7,326 | 0.00% | 657 | -199 | -23.2% | -$2,219 | 减仓 |
| APTV | APTIV PLC | $7,366 | 0.00% | 120 | 91 | 313.8% | $5,586 | 加仓 |
| OGN | ORGANON & CO | $7,384 | 0.00% | 545 | 468 | 607.8% | $6,341 | 加仓 |
| EQNR | EQUINOR ASA | $7,411 | 0.00% | 236 | 236 | — | $7,411 | 新建仓 |
| HAS | HASBRO INC | $7,434 | 0.00% | 90 | 41 | 83.7% | $3,387 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $7,444 | 0.00% | 88 | -111 | -55.8% | -$9,390 | 减仓 |
| LII | LENNOX INTL INC | $7,449 | 0.00% | 13 | -1 | -7.1% | -$573 | 减仓 |
| WHR | WHIRLPOOL CORP | $7,451 | 0.00% | 189 | 189 | — | $7,451 | 新建仓 |
| EME | EMCOR GROUP INC | $7,469 | 0.00% | 9 | 4 | 80.0% | $3,320 | 加仓 |
| WYNN | WYNN RESORTS LTD | $7,476 | 0.00% | 77 | 9 | 13.2% | $874 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $7,485 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $7,485 | 0.00% | 33 | 33 | — | $7,485 | 新建仓 |
| UGI | UGI CORP NEW | $7,496 | 0.00% | 217 | 168 | 342.9% | $5,803 | 加仓 |
| TSN | TYSON FOODS INC | $7,500 | 0.00% | 131 | -4 | -3.0% | -$229 | 减仓 |
| MCK | MCKESSON CORP | $7,556 | 0.00% | 10 | 1 | 11.1% | $756 | 加仓 |
| MRNA | MODERNA INC | $7,564 | 0.00% | 108 | -7 | -6.1% | -$490 | 减仓 |
| ESLT | ELBIT SYS LTD | $7,588 | 0.00% | 10 | 10 | — | $7,588 | 新建仓 |
| FMC | FMC CORP | $7,602 | 0.00% | 661 | 391 | 144.8% | $4,497 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $7,604 | 0.00% | 94 | 65 | 224.1% | $5,258 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $7,659 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $7,667 | 0.00% | 68 | -34 | -33.3% | -$3,834 | 减仓 |
| D | DOMINION ENERGY INC | $7,717 | 0.00% | 113 | 74 | 189.7% | $5,054 | 加仓 |
| BRKR | BRUKER CORP | $7,764 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $7,848 | 0.00% | 308 | 308 | — | $7,848 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $7,911 | 0.00% | 42 | 31 | 281.8% | $5,839 | 加仓 |
| — | WEBSTER FINL CORP | $7,948 | 0.00% | 104 | 104 | — | $7,948 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $7,963 | 0.00% | 115 | 115 | — | $7,963 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8,028 | 0.00% | 359 | -1,372 | -79.3% | -$3.07万 | 重新持有 |
| HMC | HONDA MOTOR CO LTD | $8,052 | 0.00% | 297 | 297 | — | $8,052 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $8,061 | 0.00% | 279 | 253 | 973.1% | $7,310 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $8,099 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC | $8,113 | 0.00% | 153 | 153 | — | $8,113 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $8,139 | 0.00% | 156 | 148 | 1,850.0% | $7,722 | 加仓 |
| BILI | BILIBILI INC | $8,141 | 0.00% | 478 | 478 | — | $8,141 | 新建仓 |
| MFC | MANULIFE FINL CORP | $8,143 | 0.00% | 201 | 201 | — | $8,143 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $8,152 | 0.00% | 336 | 336 | — | $8,152 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,158 | 0.00% | 62 | 30 | 93.8% | $3,947 | 加仓 |
| GEN | GEN DIGITAL INC | $8,164 | 0.00% | 328 | -605 | -64.8% | -$1.51万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $8,165 | 0.00% | 36 | -3 | -7.7% | -$680 | 减仓 |
| NDAQ | NASDAQ INC | $8,198 | 0.00% | 104 | 94 | 940.0% | $7,410 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $8,206 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $8,228 | 0.00% | 125 | 10 | 8.7% | $658 | 加仓 |
| SM | SM ENERGY COMPANY | $8,248 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $8,266 | 0.00% | 51 | 51 | — | $8,266 | 新建仓 |
| TFSL | TFS FINL CORP | $8,293 | 0.00% | 468 | -3,160 | -87.1% | -$5.60万 | 重新持有 |
| ZTO | ZTO EXPRESS CAYMAN INC | $8,303 | 0.00% | 371 | 371 | — | $8,303 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $8,321 | 0.00% | 296 | 296 | — | $8,321 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $8,333 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $8,354 | 0.00% | 510 | -1,716 | -77.1% | -$2.81万 | 减仓 |