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 |
|---|---|---|---|---|---|---|---|---|
| CM | CANADIAN IMPERIAL BANK OF CO | $1.16万 | 0.00% | 101 | 101 | — | $1.16万 | 新建仓 |
| INVH | INVITATION HOMES INC | $1.17万 | 0.00% | 386 | 118 | 44.0% | $3,565 | 加仓 |
| ZS | ZSCALER INC | $1.17万 | 0.00% | 83 | 80 | 2,666.7% | $1.13万 | 加仓 |
| BX | BLACKSTONE INC | $1.18万 | 0.00% | 100 | -46 | -31.5% | -$5,413 | 减仓 |
| CIEN | CIENA CORP | $1.18万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $1.18万 | 0.00% | 482 | 470 | 3,916.7% | $1.15万 | 重新持有 |
| BNS | BANK NOVA SCOTIA B C | $1.18万 | 0.00% | 136 | 136 | — | $1.18万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1.18万 | 0.00% | 35 | 25 | 250.0% | $8,460 | 加仓 |
| IAU | ISHARES GOLD TR | $1.19万 | 0.00% | 157 | -59 | -27.3% | -$4,455 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1.19万 | 0.00% | 162 | 1 | 0.6% | $73 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.19万 | 0.00% | 6 | 2 | 50.0% | $3,964 | 加仓 |
| UDR | UDR INC | $1.19万 | 0.00% | 299 | 239 | 398.3% | $9,542 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.20万 | 0.00% | 127 | -7 | -5.2% | -$659 | 减仓 |
| ADC | AGREE RLTY CORP | $1.20万 | 0.00% | 158 | -7 | -4.2% | -$530 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $1.20万 | 0.00% | 9 | -7 | -43.8% | -$9,325 | 减仓 |
| PSX | PHILLIPS 66 | $1.20万 | 0.00% | 71 | 35 | 97.2% | $5,917 | 加仓 |
| LINE | LINEAGE INC | $1.20万 | 0.00% | 278 | 133 | 91.7% | $5,752 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1.20万 | 0.00% | 65 | 59 | 983.3% | $1.09万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1.20万 | 0.00% | 362 | 241 | 199.2% | $8,021 | 加仓 |
| WPC | WP CAREY INC | $1.21万 | 0.00% | 169 | 99 | 141.4% | $7,079 | 重新持有 |
| BCS | BARCLAYS PLC | $1.21万 | 0.00% | 451 | 451 | — | $1.21万 | 新建仓 |
| FTS | FORTIS INC | $1.22万 | 0.00% | 214 | 214 | — | $1.22万 | 新建仓 |
| NWS | NEWS CORP NEW | $1.23万 | 0.00% | 439 | 15 | 3.5% | $421 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.23万 | 0.00% | 174 | -13 | -7.0% | -$922 | 减仓 |
| APP | APPLOVIN CORP | $1.24万 | 0.00% | 24 | 19 | 380.0% | $9,790 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.24万 | 0.00% | 52 | -53 | -50.5% | -$1.27万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.25万 | 0.00% | 94 | 44 | 88.0% | $5,831 | 加仓 |
| CVLT | COMMVAULT SYS INC | $1.25万 | 0.00% | 88 | 88 | — | $1.25万 | 新建仓 |
| BOKF | BOK FINL CORP | $1.25万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.25万 | 0.00% | 70 | -25 | -26.3% | -$4,465 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $1.26万 | 0.00% | 531 | 491 | 1,227.5% | $1.16万 | 加仓 |
| HLNE | HAMILTON LANE INC | $1.27万 | 0.00% | 161 | 110 | 215.7% | $8,672 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1.27万 | 0.00% | 334 | 299 | 854.3% | $1.14万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.28万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $1.29万 | 0.00% | 205 | 170 | 485.7% | $1.07万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.29万 | 0.00% | 46 | 38 | 475.0% | $1.06万 | 加仓 |
| USFD | US FOODS HLDG CORP | $1.29万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $1.29万 | 0.00% | 261 | 261 | — | $1.29万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.30万 | 0.00% | 749 | 123 | 19.6% | $2,134 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.30万 | 0.00% | 158 | 158 | — | $1.30万 | 新建仓 |
| KVUE | KENVUE INC | $1.30万 | 0.00% | 682 | 499 | 272.7% | $9,537 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $1.31万 | 0.00% | 207 | 144 | 228.6% | $9,116 | 加仓 |
| IBRX | IMMUNITYBIO INC | $1.31万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $1.32万 | 0.00% | 260 | 260 | — | $1.32万 | 新建仓 |
| ACM | AECOM | $1.32万 | 0.00% | 189 | 172 | 1,011.8% | $1.20万 | 加仓 |
| CNXC | CONCENTRIX CORP | $1.32万 | 0.00% | 589 | -77 | -11.6% | -$1,726 | 减仓 |
| CPAY | CORPAY INC | $1.33万 | 0.00% | 40 | 28 | 233.3% | $9,332 | 加仓 |
| UL | UNILEVER PLC | $1.33万 | 0.00% | 222 | 222 | — | $1.33万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.34万 | 0.00% | 76 | 44 | 137.5% | $7,735 | 加仓 |
| CDW | CDW CORP | $1.34万 | 0.00% | 95 | 81 | 578.6% | $1.14万 | 加仓 |
| PCG | PG&E CORP | $1.35万 | 0.00% | 800 | 575 | 255.6% | $9,672 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.35万 | 0.00% | 45 | 4 | 9.8% | $1,199 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $1.35万 | 0.00% | 127 | 1 | 0.8% | $106 | 加仓 |
| FLR | FLUOR CORP | $1.37万 | 0.00% | 261 | 83 | 46.6% | $4,348 | 加仓 |
| GIB | CGI INC | $1.37万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.37万 | 0.00% | 90 | 73 | 429.4% | $1.11万 | 加仓 |
| MET | METLIFE INC | $1.37万 | 0.00% | 162 | 127 | 362.9% | $1.07万 | 重新持有 |
| APA | APA CORPORATION | $1.37万 | 0.00% | 422 | 264 | 167.1% | $8,599 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.38万 | 0.00% | 40 | 13 | 48.1% | $4,476 | 加仓 |
| L | LOEWS CORP | $1.38万 | 0.00% | 122 | 117 | 2,340.0% | $1.32万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1.38万 | 0.00% | 431 | 346 | 407.1% | $1.11万 | 加仓 |
| ZTS | ZOETIS INC | $1.38万 | 0.00% | 192 | 36 | 23.1% | $2,593 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1.38万 | 0.00% | 114 | 114 | — | $1.38万 | 新建仓 |
| VIRT | VIRTU FINL INC | $1.39万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $1.39万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $1.40万 | 0.00% | 79 | 79 | — | $1.40万 | 新建仓 |
| ADSK | AUTODESK INC | $1.40万 | 0.00% | 72 | 36 | 100.0% | $7,000 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1.41万 | 0.00% | 423 | 325 | 331.6% | $1.08万 | 加仓 |
| CHWY | CHEWY INC | $1.41万 | 0.00% | 717 | 587 | 451.5% | $1.15万 | 重新持有 |
| MTZ | MASTEC INC | $1.41万 | 0.00% | 34 | 21 | 161.5% | $8,738 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.42万 | 0.00% | 671 | 671 | — | $1.42万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.42万 | 0.00% | 314 | 314 | — | $1.42万 | 新建仓 |
| EXP | EAGLE MATLS INC | $1.42万 | 0.00% | 63 | 29 | 85.3% | $6,525 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1.42万 | 0.00% | 677 | 677 | — | $1.42万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.42万 | 0.00% | 120 | 103 | 605.9% | $1.22万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.44万 | 0.00% | 573 | 573 | — | $1.44万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.44万 | 0.00% | 158 | 62 | 64.6% | $5,655 | 加仓 |
| BRO | BROWN & BROWN INC | $1.44万 | 0.00% | 225 | -102 | -31.2% | -$6,543 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1.45万 | 0.00% | 114 | 20 | 21.3% | $2,535 | 加仓 |
| CPT | CAMDEN PPTY TR | $1.45万 | 0.00% | 127 | 76 | 149.0% | $8,702 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1.46万 | 0.00% | 26 | 14 | 116.7% | $7,849 | 加仓 |
| INTU | INTUIT | $1.46万 | 0.00% | 56 | 23 | 69.7% | $6,003 | 加仓 |
| BF/A | BROWN FORMAN CORP | $1.47万 | 0.00% | 537 | 537 | — | $1.47万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $1.47万 | 0.00% | 202 | 105 | 108.2% | $7,647 | 加仓 |
| ESTC | ELASTIC N V | $1.47万 | 0.00% | 258 | 137 | 113.2% | $7,812 | 重新持有 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1.47万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.48万 | 0.00% | 52 | 44 | 550.0% | $1.25万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1.48万 | 0.00% | 92 | 92 | — | $1.48万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1.49万 | 0.00% | 608 | 138 | 29.4% | $3,373 | 加仓 |
| WEN | WENDYS CO | $1.49万 | 0.00% | 1,794 | -1,675 | -48.3% | -$1.39万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.49万 | 0.00% | 168 | 24 | 16.7% | $2,126 | 加仓 |
| MUSA | MURPHY USA INC | $1.51万 | 0.00% | 28 | 11 | 64.7% | $5,928 | 加仓 |
| MKSI | MKS INC. | $1.51万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.52万 | 0.00% | 287 | -1,452 | -83.5% | -$7.67万 | 减仓 |
| KIM | KIMCO REALTY CORP | $1.52万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.53万 | 0.00% | 195 | 57 | 41.3% | $4,459 | 加仓 |
| NMR | NOMURA HLDGS INC | $1.53万 | 0.00% | 1,739 | 1,739 | — | $1.53万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.53万 | 0.00% | 58 | 38 | 190.0% | $1.00万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1.53万 | 0.00% | 176 | 30 | 20.5% | $2,609 | 加仓 |
| TTE | TOTALENERGIES SE | $1.54万 | 0.00% | 198 | 198 | — | $1.54万 | 新建仓 |