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 |
|---|---|---|---|---|---|---|---|---|
| AN | AUTONATION INC | $8,361 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $8,389 | 0.00% | 74 | 71 | 2,366.7% | $8,049 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8,431 | 0.00% | 140 | 140 | — | $8,431 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $8,436 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $8,455 | 0.00% | 143 | 143 | — | $8,455 | 新建仓 |
| BIDU | BAIDU INC | $8,458 | 0.00% | 74 | 34 | 85.0% | $3,886 | 加仓 |
| IBN | ICICI BANK LIMITED | $8,506 | 0.00% | 293 | 293 | — | $8,506 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $8,514 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $8,530 | 0.00% | 92 | 3 | 3.4% | $278 | 加仓 |
| EG | EVEREST GROUP LTD | $8,574 | 0.00% | 24 | 21 | 700.0% | $7,502 | 加仓 |
| MDU | MDU RES GROUP INC | $8,591 | 0.00% | 405 | 230 | 131.4% | $4,879 | 加仓 |
| AIZ | ASSURANT INC | $8,593 | 0.00% | 32 | 21 | 190.9% | $5,639 | 加仓 |
| GSK | GSK PLC | $8,597 | 0.00% | 164 | 164 | — | $8,597 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $8,614 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $8,621 | 0.00% | 924 | 924 | — | $8,621 | 新建仓 |
| NWG | NATWEST GROUP PLC | $8,622 | 0.00% | 489 | 489 | — | $8,622 | 新建仓 |
| ERIE | ERIE INDTY CO | $8,631 | 0.00% | 36 | 15 | 71.4% | $3,596 | 重新持有 |
| AEG | AEGON LTD | $8,651 | 0.00% | 1,025 | 1,025 | — | $8,651 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $8,743 | 0.00% | 81 | 14 | 20.9% | $1,511 | 加仓 |
| AMCR | AMCOR PLC | $8,757 | 0.00% | 202 | 8 | 4.1% | $347 | 加仓 |
| HSIC | SCHEIN HENRY INC | $8,770 | 0.00% | 105 | 75 | 250.0% | $6,264 | 加仓 |
| MOAT | VANECK ETF TRUST | $8,837 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $8,848 | 0.00% | 584 | 473 | 426.1% | $7,166 | 加仓 |
| RLI | RLI CORP | $8,861 | 0.00% | 150 | -576 | -79.3% | -$3.40万 | 重新持有 |
| NUE | NUCOR CORP | $8,910 | 0.00% | 40 | 22 | 122.2% | $4,900 | 加仓 |
| CCL | CARNIVAL CORP LTD | $8,914 | 0.00% | 312 | 312 | — | $8,914 | 新建仓 |
| KR | KROGER CO | $8,941 | 0.00% | 161 | -62 | -27.8% | -$3,443 | 减仓 |
| URNM | SPROTT FDS TR | $8,941 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $8,943 | 0.00% | 75 | 75 | — | $8,943 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,000 | 0.00% | 36 | -13 | -26.5% | -$3,250 | 重新持有 |
| RBC | RBC BEARINGS INC | $9,017 | 0.00% | 14 | 14 | — | $9,017 | 新建仓 |
| TIMB | TIM S A | $9,040 | 0.00% | 422 | 422 | — | $9,040 | 新建仓 |
| CSL | CARLISLE COS INC | $9,069 | 0.00% | 25 | -3 | -10.7% | -$1,088 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $9,090 | 0.00% | 34 | 34 | — | $9,090 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $9,099 | 0.00% | 308 | 67 | 27.8% | $1,979 | 加仓 |
| RDY | DR REDDYS LABS LTD | $9,100 | 0.00% | 628 | 628 | — | $9,100 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $9,163 | 0.00% | 43 | 9 | 26.5% | $1,918 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,173 | 0.00% | 170 | 3 | 1.8% | $162 | 加仓 |
| KKR | KKR & CO INC | $9,178 | 0.00% | 100 | 89 | 809.1% | $8,168 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $9,226 | 0.00% | 92 | 92 | — | $9,226 | 新建仓 |
| AGNC | AGNC INVT CORP | $9,244 | 0.00% | 848 | 848 | — | $9,244 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $9,291 | 0.00% | 191 | 174 | 1,023.5% | $8,464 | 重新持有 |
| LOPE | GRAND CANYON ED INC | $9,303 | 0.00% | 65 | 39 | 150.0% | $5,582 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $9,397 | 0.00% | 188 | 188 | — | $9,397 | 新建仓 |
| HUBB | HUBBELL INC | $9,418 | 0.00% | 18 | 5 | 38.5% | $2,616 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $9,450 | 0.00% | 153 | 153 | — | $9,450 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $9,489 | 0.00% | 121 | 121 | — | $9,489 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $9,491 | 0.00% | 95 | 95 | — | $9,491 | 新建仓 |
| WING | WINGSTOP INC | $9,538 | 0.00% | 55 | 44 | 400.0% | $7,630 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $9,584 | 0.00% | 792 | 792 | — | $9,584 | 新建仓 |
| DHI | D R HORTON INC | $9,610 | 0.00% | 59 | 55 | 1,375.0% | $8,958 | 加仓 |
| BALL | BALL CORP | $9,672 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $9,707 | 0.00% | 249 | 129 | 107.5% | $5,029 | 加仓 |
| MKL | MARKEL GROUP INC | $9,766 | 0.00% | 5 | 5 | — | $9,766 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $9,782 | 0.00% | 10 | 2 | 25.0% | $1,956 | 加仓 |
| THC | TENET HEALTHCARE CORP | $9,916 | 0.00% | 53 | 10 | 23.3% | $1,871 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $9,945 | 0.00% | 233 | -253 | -52.1% | -$1.08万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $9,965 | 0.00% | 438 | 68 | 18.4% | $1,547 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $9,977 | 0.00% | 16 | 4 | 33.3% | $2,494 | 加仓 |
| EL | LAUDER ESTEE COS INC | $1.00万 | 0.00% | 127 | 22 | 21.0% | $1,739 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.00万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.00万 | 0.00% | 227 | 227 | — | $1.00万 | 新建仓 |
| UI | UBIQUITI INC | $1.01万 | 0.00% | 19 | 18 | 1,800.0% | $9,613 | 加仓 |
| CLH | CLEAN HARBORS INC | $1.02万 | 0.00% | 34 | 3 | 9.7% | $896 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $1.02万 | 0.00% | 134 | 1 | 0.8% | $76 | 加仓 |
| DB | DEUTSCHE BK AG | $1.02万 | 0.00% | 301 | 301 | — | $1.02万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1.03万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1.03万 | 0.00% | 292 | 195 | 201.0% | $6,894 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1.04万 | 0.00% | 410 | 125 | 43.9% | $3,158 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $1.04万 | 0.00% | 310 | 267 | 620.9% | $8,944 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1.04万 | 0.00% | 60 | 60 | — | $1.04万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $1.04万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.05万 | 0.00% | 218 | 157 | 257.4% | $7,527 | 加仓 |
| SDY | SPDR SERIES TRUST | $1.05万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.05万 | 0.00% | 24 | 16 | 200.0% | $7,003 | 加仓 |
| MTN | VAIL RESORTS INC | $1.06万 | 0.00% | 78 | 72 | 1,200.0% | $9,803 | 重新持有 |
| — | TOPBUILD COR | $1.06万 | 0.00% | 30 | 30 | — | $1.06万 | 新建仓 |
| GTLB | GITLAB INC | $1.07万 | 0.00% | 350 | 350 | — | $1.07万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1.07万 | 0.00% | 362 | 95 | 35.6% | $2,805 | 加仓 |
| TRGP | TARGA RES CORP | $1.07万 | 0.00% | 40 | 11 | 37.9% | $2,950 | 加仓 |
| R | RYDER SYS INC | $1.08万 | 0.00% | 41 | 17 | 70.8% | $4,484 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.09万 | 0.00% | 276 | 276 | — | $1.09万 | 新建仓 |
| EIX | EDISON INTL | $1.09万 | 0.00% | 147 | 108 | 276.9% | $8,041 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.10万 | 0.00% | 24 | 13 | 118.2% | $5,964 | 加仓 |
| IVZ | INVESCO LTD | $1.11万 | 0.00% | 419 | 171 | 69.0% | $4,513 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $1.11万 | 0.00% | 693 | 693 | — | $1.11万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $1.12万 | 0.00% | 137 | 63 | 85.1% | $5,138 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.12万 | 0.00% | 129 | 129 | — | $1.12万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $1.12万 | 0.00% | 90 | -47 | -34.3% | -$5,849 | 减仓 |
| SONY | SONY GROUP CORP | $1.12万 | 0.00% | 560 | 560 | — | $1.12万 | 新建仓 |
| FOX | FOX CORP | $1.12万 | 0.00% | 240 | 18 | 8.1% | $843 | 加仓 |
| IYW | ISHARES TR | $1.14万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $1.14万 | 0.00% | 100 | 88 | 733.3% | $1.00万 | 重新持有 |
| BURL | BURLINGTON STORES INC | $1.14万 | 0.00% | 36 | 30 | 500.0% | $9,504 | 加仓 |
| BCE | BCE INC | $1.14万 | 0.00% | 532 | 532 | — | $1.14万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $1.15万 | 0.00% | 1,151 | 1,082 | 1,568.1% | $1.08万 | 加仓 |
| FLO | FLOWERS FOODS INC | $1.15万 | 0.00% | 1,457 | 1,303 | 846.1% | $1.03万 | 加仓 |
| WELL | WELLTOWER INC | $1.16万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $1.16万 | 0.00% | 122 | 122 | — | $1.16万 | 新建仓 |
| SJM | SMUCKER J M CO | $1.16万 | 0.00% | 103 | 92 | 836.4% | $1.04万 | 加仓 |