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 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $8,733 | 0.00% | 69 | 20 | 40.8% | $2,531 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $8,747 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $8,787 | 0.00% | 45 | 28 | 164.7% | $5,467 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $8,798 | 0.00% | 66 | -5 | -7.0% | -$667 | 减仓 |
| RAL | RALLIANT CORP | $8,818 | 0.00% | 212 | 212 | — | $8,818 | 新建仓 |
| EQIX | EQUINIX INC | $8,823 | 0.00% | 9 | 4 | 80.0% | $3,921 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8,832 | 0.00% | 167 | 167 | — | $8,832 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $8,851 | 0.00% | 470 | 470 | — | $8,851 | 新建仓 |
| CLH | CLEAN HARBORS INC | $8,889 | 0.00% | 31 | 10 | 47.6% | $2,867 | 加仓 |
| SNDK | SANDISK CORP | $8,895 | 0.00% | 14 | 14 | — | $8,895 | 新建仓 |
| ALL | ALLSTATE CORP | $8,916 | 0.00% | 43 | 11 | 34.4% | $2,281 | 加仓 |
| RL | RALPH LAUREN CORP | $8,944 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $9,091 | 0.00% | 161 | 25 | 18.4% | $1,412 | 加仓 |
| ROST | ROSS STORES INC | $9,099 | 0.00% | 42 | 25 | 147.1% | $5,416 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $9,144 | 0.00% | 178 | 72 | 67.9% | $3,699 | 加仓 |
| BALL | BALL CORP | $9,163 | 0.00% | 155 | 32 | 26.0% | $1,892 | 加仓 |
| DOW | DOW HLDGS INC | $9,163 | 0.00% | 220 | 184 | 511.1% | $7,664 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $9,244 | 0.00% | 152 | 34 | 28.8% | $2,068 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $9,272 | 0.00% | 12 | 1 | 9.1% | $773 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $9,304 | 0.00% | 133 | -41 | -23.6% | -$2,868 | 减仓 |
| ACHR | ARCHER AVIATION INC | $9,306 | 0.00% | 1,800 | 1,800 | — | $9,306 | 新建仓 |
| SOXX | ISHARES TR | $9,311 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $9,318 | 0.00% | 24 | 16 | 200.0% | $6,212 | 加仓 |
| CSL | CARLISLE COS INC | $9,342 | 0.00% | 28 | 28 | — | $9,342 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $9,422 | 0.00% | 626 | -38 | -5.7% | -$572 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $9,462 | 0.00% | 132 | -560 | -80.9% | -$4.01万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $9,523 | 0.00% | 134 | 134 | — | $9,523 | 新建仓 |
| IDXX | IDEXX LABS INC | $9,553 | 0.00% | 17 | 6 | 54.5% | $3,372 | 加仓 |
| VMI | VALMONT INDS INC | $9,590 | 0.00% | 24 | 19 | 380.0% | $7,592 | 加仓 |
| TPR | TAPESTRY INC | $9,596 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $9,746 | 0.00% | 103 | 28 | 37.3% | $2,649 | 加仓 |
| MHK | MOHAWK INDS INC | $9,748 | 0.00% | 99 | 77 | 350.0% | $7,582 | 重新持有 |
| FTV | FORTIVE CORP | $9,840 | 0.00% | 178 | 146 | 456.2% | $8,071 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,852 | 0.00% | 41 | 5 | 13.9% | $1,201 | 加仓 |
| SM | SM ENERGY COMPANY | $9,853 | 0.00% | 316 | 316 | — | $9,853 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $9,964 | 0.00% | 31 | 6 | 24.0% | $1,929 | 加仓 |
| BRBR | BELLRING BRANDS INC | $1.00万 | 0.00% | 624 | 624 | — | $1.00万 | 新建仓 |
| HUM | HUMANA INC | $1.01万 | 0.00% | 58 | 35 | 152.2% | $6,069 | 加仓 |
| SDY | SPDR SERIES TRUST | $1.01万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.01万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $1.01万 | 0.00% | 64 | 52 | 433.3% | $8,218 | 加仓 |
| VNO | VORNADO RLTY TR | $1.02万 | 0.00% | 394 | 394 | — | $1.02万 | 新建仓 |
| VIRT | VIRTU FINL INC | $1.02万 | 0.00% | 233 | -174 | -42.8% | -$7,653 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.03万 | 0.00% | 79 | 7 | 9.7% | $917 | 加仓 |
| VTRS | VIATRIS INC | $1.04万 | 0.00% | 772 | 26 | 3.5% | $351 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.05万 | 0.00% | 80 | 15 | 23.1% | $1,967 | 加仓 |
| DASH | DOORDASH INC | $1.07万 | 0.00% | 71 | 40 | 129.0% | $6,006 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.07万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.07万 | 0.00% | 856 | -1,356 | -61.3% | -$1.70万 | 减仓 |
| URNM | SPROTT FDS TR | $1.07万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.08万 | 0.00% | 26 | 3 | 13.0% | $1,250 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.09万 | 0.00% | 16 | -1 | -5.9% | -$681 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.10万 | 0.00% | 144 | 19 | 15.2% | $1,447 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1.10万 | 0.00% | 48 | 15 | 45.5% | $3,444 | 加仓 |
| SNPS | SYNOPSYS INC | $1.11万 | 0.00% | 28 | 28 | — | $1.11万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $1.12万 | 0.00% | 528 | 461 | 688.1% | $9,765 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $1.12万 | 0.00% | 94 | 94 | — | $1.12万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $1.13万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1.14万 | 0.00% | 46 | 6 | 15.0% | $1,483 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $1.14万 | 0.00% | 126 | 1 | 0.8% | $91 | 加仓 |
| FTNT | FORTINET INC | $1.14万 | 0.00% | 140 | -211 | -60.1% | -$1.72万 | 减仓 |
| SYK | STRYKER CORPORATION | $1.15万 | 0.00% | 35 | 12 | 52.2% | $3,943 | 加仓 |
| IBRX | IMMUNITYBIO INC | $1.15万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $1.15万 | 0.00% | 90 | 57 | 172.7% | $7,300 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $1.16万 | 0.00% | 142 | -117 | -45.2% | -$9,534 | 减仓 |
| USFD | US FOODS HLDG CORP | $1.16万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $1.16万 | 0.00% | 16 | 3 | 23.1% | $2,184 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.17万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $1.17万 | 0.00% | 453 | 453 | — | $1.17万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $1.18万 | 0.00% | 312 | -331 | -51.5% | -$1.25万 | 减仓 |
| FOX | FOX CORP | $1.18万 | 0.00% | 222 | 120 | 117.6% | $6,372 | 加仓 |
| NTAP | NETAPP INC | $1.19万 | 0.00% | 116 | 116 | — | $1.19万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $1.19万 | 0.00% | 129 | 112 | 658.8% | $1.03万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.19万 | 0.00% | 102 | 50 | 96.2% | $5,853 | 加仓 |
| MDT | MEDTRONIC PLC | $1.20万 | 0.00% | 138 | 16 | 13.1% | $1,386 | 加仓 |
| EMR | EMERSON ELEC CO | $1.21万 | 0.00% | 92 | 13 | 16.5% | $1,703 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.21万 | 0.00% | 27 | 1 | 3.8% | $447 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.21万 | 0.00% | 77 | -2 | -2.5% | -$313 | 减仓 |
| NWS | NEWS CORP NEW | $1.21万 | 0.00% | 424 | 193 | 83.5% | $5,503 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1.22万 | 0.00% | 80 | 52 | 185.7% | $7,961 | 加仓 |
| SEIC | SEI INVTS CO | $1.23万 | 0.00% | 157 | 151 | 2,516.7% | $1.18万 | 加仓 |
| TPG | TPG INC | $1.24万 | 0.00% | 306 | 306 | — | $1.24万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $1.24万 | 0.00% | 41 | -1 | -2.4% | -$302 | 减仓 |
| HUBS | HUBSPOT INC | $1.27万 | 0.00% | 52 | 52 | — | $1.27万 | 新建仓 |
| AVTR | AVANTOR INC | $1.28万 | 0.00% | 1,627 | 1,627 | — | $1.28万 | 新建仓 |
| CMI | CUMMINS INC | $1.29万 | 0.00% | 24 | 4 | 20.0% | $2,152 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1.30万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $1.31万 | 0.00% | 254 | 145 | 133.0% | $7,504 | 加仓 |
| MAT | MATTEL INC | $1.32万 | 0.00% | 906 | 837 | 1,213.0% | $1.22万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.32万 | 0.00% | 182 | 14 | 8.3% | $1,014 | 加仓 |
| NWSA | NEWS CORP NEW | $1.32万 | 0.00% | 531 | 343 | 182.4% | $8,551 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.33万 | 0.00% | 49 | 23 | 88.5% | $6,222 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1.35万 | 0.00% | 482 | 465 | 2,735.3% | $1.30万 | 加仓 |
| KIM | KIMCO REALTY CORP | $1.35万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $1.35万 | 0.00% | 479 | 314 | 190.3% | $8,858 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.37万 | 0.00% | 40 | 10 | 33.3% | $3,432 | 加仓 |
| AYI | ACUITY INC | $1.37万 | 0.00% | 49 | 44 | 880.0% | $1.23万 | 加仓 |
| CME | CME GROUP INC | $1.39万 | 0.00% | 47 | -22 | -31.9% | -$6,498 | 减仓 |
| QCOM | QUALCOMM INC | $1.39万 | 0.00% | 108 | -18 | -14.3% | -$2,318 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.40万 | 0.01% | 118 | 10 | 9.3% | $1,186 | 加仓 |