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 |
|---|---|---|---|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | $6,162 | 0.00% | 285 | 213 | 295.8% | $4,605 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $6,162 | 0.00% | 107 | 95 | 791.7% | $5,471 | 加仓 |
| CCI | CROWN CASTLE INC | $6,180 | 0.00% | 76 | -52 | -40.6% | -$4,228 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,203 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $6,219 | 0.00% | 121 | 57 | 89.1% | $2,930 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $6,228 | 0.00% | 90 | 34 | 60.7% | $2,353 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $6,246 | 0.00% | 267 | 267 | — | $6,246 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $6,273 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $6,280 | 0.00% | 100 | 20 | 25.0% | $1,256 | 加仓 |
| ESS | ESSEX PPTY TR INC | $6,292 | 0.00% | 26 | 14 | 116.7% | $3,388 | 加仓 |
| DG | DOLLAR GEN CORP | $6,293 | 0.00% | 53 | 7 | 15.2% | $831 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $6,330 | 0.00% | 32 | 12 | 60.0% | $2,374 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $6,339 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $6,347 | 0.00% | 151 | -324 | -68.2% | -$1.36万 | 减仓 |
| HUBB | HUBBELL INC | $6,380 | 0.00% | 13 | 5 | 62.5% | $2,454 | 加仓 |
| EXP | EAGLE MATLS INC | $6,442 | 0.00% | 34 | 34 | — | $6,442 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,449 | 0.00% | 33 | 33 | — | $6,449 | 新建仓 |
| LII | LENNOX INTL INC | $6,498 | 0.00% | 14 | 13 | 1,300.0% | $6,034 | 重新持有 |
| CTVA | CORTEVA INC | $6,530 | 0.00% | 78 | 37 | 90.2% | $3,098 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $6,531 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $6,546 | 0.00% | 67 | 28 | 71.8% | $2,736 | 加仓 |
| G | GENPACT LIMITED | $6,556 | 0.00% | 176 | 8 | 4.8% | $298 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,556 | 0.00% | 71 | 23 | 47.9% | $2,124 | 加仓 |
| PSX | PHILLIPS 66 | $6,559 | 0.00% | 36 | 11 | 44.0% | $2,004 | 加仓 |
| CSGP | COSTAR GROUP INC | $6,616 | 0.00% | 164 | 143 | 681.0% | $5,769 | 加仓 |
| CCK | CROWN HLDGS INC | $6,617 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $6,630 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $6,636 | 0.00% | 81 | 39 | 92.9% | $3,195 | 加仓 |
| ICLR | ICON PLC | $6,640 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $6,652 | 0.00% | 175 | 119 | 212.5% | $4,523 | 重新持有 |
| INVH | INVITATION HOMES INC | $6,660 | 0.00% | 268 | 268 | — | $6,660 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $6,664 | 0.00% | 34 | -51 | -60.0% | -$9,996 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,687 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $6,706 | 0.00% | 158 | 95 | 150.8% | $4,032 | 加仓 |
| OLN | OLIN CORP | $6,719 | 0.00% | 226 | 105 | 86.8% | $3,122 | 重新持有 |
| AGCO | AGCO CORP | $6,721 | 0.00% | 58 | 16 | 38.1% | $1,854 | 加仓 |
| — | HOLOGIC INC | $6,728 | 0.00% | 89 | 2 | 2.3% | $151 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $6,728 | 0.00% | 39 | 15 | 62.5% | $2,588 | 加仓 |
| RVTY | REVVITY INC | $6,746 | 0.00% | 77 | 77 | — | $6,746 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,762 | 0.00% | 50 | 26 | 108.3% | $3,516 | 加仓 |
| BLKB | BLACKBAUD INC | $6,873 | 0.00% | 178 | 18 | 11.2% | $695 | 加仓 |
| WEX | WEX INC | $6,887 | 0.00% | 45 | 45 | — | $6,887 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $6,906 | 0.00% | 68 | -8 | -10.5% | -$812 | 减仓 |
| VST | VISTRA CORP | $6,916 | 0.00% | 46 | 45 | 4,500.0% | $6,766 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $6,969 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $6,980 | 0.00% | 16 | 1 | 6.7% | $436 | 加仓 |
| VLTO | VERALTO CORP | $7,074 | 0.00% | 80 | -3 | -3.6% | -$265 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $7,162 | 0.00% | 8 | 2 | 33.3% | $1,790 | 加仓 |
| CVNA | CARVANA CO | $7,231 | 0.00% | 23 | 16 | 228.6% | $5,030 | 加仓 |
| NTRS | NORTHERN TR CORP | $7,258 | 0.00% | 52 | 22 | 73.3% | $3,071 | 加仓 |
| TRGP | TARGA RES CORP | $7,272 | 0.00% | 29 | 11 | 61.1% | $2,758 | 加仓 |
| TXG | 10X GENOMICS INC | $7,304 | 0.00% | 344 | 79 | 29.8% | $1,677 | 加仓 |
| OMC | OMNICOM GROUP INC | $7,306 | 0.00% | 97 | 97 | — | $7,306 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $7,320 | 0.00% | 314 | 66 | 26.6% | $1,539 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $7,408 | 0.00% | 281 | 247 | 726.5% | $6,512 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $7,443 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7,447 | 0.00% | 34 | 18 | 112.5% | $3,943 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,518 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $7,523 | 0.00% | 26 | 21 | 420.0% | $6,076 | 加仓 |
| EL | LAUDER ESTEE COS INC | $7,526 | 0.00% | 105 | 7 | 7.1% | $502 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,528 | 0.00% | 94 | 23 | 32.4% | $1,842 | 加仓 |
| ES | EVERSOURCE ENERGY | $7,552 | 0.00% | 109 | 37 | 51.4% | $2,564 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $7,556 | 0.00% | 35 | 2 | 6.1% | $432 | 加仓 |
| AMCR | AMCOR PLC | $7,712 | 0.00% | 194 | 194 | — | $7,712 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $7,714 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $7,726 | 0.00% | 86 | 81 | 1,620.0% | $7,277 | 加仓 |
| MCK | MCKESSON CORP | $7,789 | 0.00% | 9 | 3 | 50.0% | $2,596 | 加仓 |
| MKSI | MKS INC. | $7,814 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $7,875 | 0.00% | 40 | -48 | -54.5% | -$9,450 | 减仓 |
| — | QORVO INC | $7,973 | 0.00% | 103 | 13 | 14.4% | $1,006 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $7,974 | 0.00% | 84 | -5 | -5.6% | -$475 | 减仓 |
| DAL | DELTA AIR LINES INC | $8,045 | 0.00% | 121 | 19 | 18.6% | $1,263 | 加仓 |
| INGR | INGREDION INC | $8,112 | 0.00% | 72 | 43 | 148.3% | $4,845 | 加仓 |
| THC | TENET HEALTHCARE CORP | $8,115 | 0.00% | 43 | 2 | 4.9% | $377 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $8,123 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $8,146 | 0.00% | 38 | 10 | 35.7% | $2,144 | 加仓 |
| IYW | ISHARES TR | $8,164 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8,176 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $8,186 | 0.00% | 48 | 39 | 433.3% | $6,651 | 加仓 |
| MOAT | VANECK ETF TRUST | $8,220 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $8,235 | 0.00% | 702 | -1,052 | -60.0% | -$1.23万 | 减仓 |
| FISV | FISERV INC | $8,259 | 0.00% | 148 | -71 | -32.4% | -$3,962 | 减仓 |
| FLR | FLUOR CORP | $8,304 | 0.00% | 178 | 178 | — | $8,304 | 新建仓 |
| EMN | EASTMAN CHEM CO | $8,319 | 0.00% | 109 | 101 | 1,262.5% | $7,708 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $8,347 | 0.00% | 142 | 55 | 63.2% | $3,233 | 加仓 |
| MUSA | MURPHY USA INC | $8,398 | 0.00% | 17 | -23 | -57.5% | -$1.14万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $8,425 | 0.00% | 138 | 25 | 22.1% | $1,526 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $8,436 | 0.00% | 370 | -1,141 | -75.5% | -$2.60万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $8,453 | 0.00% | 40 | 15 | 60.0% | $3,170 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $8,454 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $8,484 | 0.00% | 209 | 209 | — | $8,484 | 新建仓 |
| TREX | TREX INC | $8,486 | 0.00% | 233 | 233 | — | $8,486 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $8,519 | 0.00% | 18 | 1 | 5.9% | $473 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $8,524 | 0.00% | 242 | 158 | 188.1% | $5,565 | 加仓 |
| ADSK | AUTODESK INC | $8,619 | 0.00% | 36 | -19 | -34.5% | -$4,549 | 减仓 |
| PNR | PENTAIR PLC | $8,624 | 0.00% | 99 | 92 | 1,314.3% | $8,014 | 加仓 |
| SRE | SEMPRA | $8,649 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $8,650 | 0.00% | 135 | 15 | 12.5% | $961 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $8,655 | 0.00% | 27 | 15 | 125.0% | $4,808 | 加仓 |
| CLVT | CLARIVATE PLC | $8,656 | 0.00% | 3,421 | 3,421 | — | $8,656 | 新建仓 |