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 |
|---|---|---|---|---|---|---|---|---|
| UHAL | U HAUL HOLDING COMPANY | $1.41万 | 0.01% | 295 | -9 | -3.0% | -$430 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.42万 | 0.01% | 157 | -44 | -21.9% | -$3,978 | 减仓 |
| DBX | DROPBOX INC | $1.42万 | 0.01% | 625 | 89 | 16.6% | $2,022 | 加仓 |
| INTU | INTUIT | $1.43万 | 0.01% | 33 | 3 | 10.0% | $1,297 | 加仓 |
| XT | ISHARES TR | $1.43万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $1.44万 | 0.01% | 146 | 37 | 33.9% | $3,640 | 加仓 |
| DOCU | DOCUSIGN INC | $1.44万 | 0.01% | 303 | 188 | 163.5% | $8,914 | 加仓 |
| IWB | ISHARES TR | $1.46万 | 0.01% | 41 | -6 | -12.8% | -$2,139 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.47万 | 0.01% | 672 | -495 | -42.4% | -$1.09万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.48万 | 0.01% | 73 | 62 | 563.6% | $1.26万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.49万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1.49万 | 0.01% | 138 | 38 | 38.0% | $4,114 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.51万 | 0.01% | 96 | 69 | 255.6% | $1.09万 | 加仓 |
| — | AIR LEASE CORP | $1.53万 | 0.01% | 235 | -75 | -24.2% | -$4,871 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.53万 | 0.01% | 199 | 199 | — | $1.53万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.54万 | 0.01% | 187 | 136 | 266.7% | $1.12万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1.55万 | 0.01% | 76 | 39 | 105.4% | $7,951 | 加仓 |
| GIB | CGI INC | $1.55万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.57万 | 0.01% | 34 | -7 | -17.1% | -$3,227 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $1.57万 | 0.01% | 147 | 140 | 2,000.0% | $1.49万 | 加仓 |
| TTD | THE TRADE DESK INC | $1.59万 | 0.01% | 699 | -21 | -2.9% | -$477 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $1.61万 | 0.01% | 361 | 37 | 11.4% | $1,646 | 加仓 |
| VLU | SPDR SERIES TRUST | $1.61万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.61万 | 0.01% | 223 | -477 | -68.1% | -$3.45万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1.62万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.62万 | 0.01% | 132 | 30 | 29.4% | $3,683 | 加仓 |
| SON | SONOCO PRODS CO | $1.64万 | 0.01% | 303 | 61 | 25.2% | $3,300 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.65万 | 0.01% | 200 | 200 | — | $1.65万 | 新建仓 |
| DGS | WISDOMTREE TR | $1.65万 | 0.01% | 275 | -29 | -9.5% | -$1,745 | 减仓 |
| ARW | ARROW ELECTRS INC | $1.66万 | 0.01% | 116 | 10 | 9.4% | $1,434 | 加仓 |
| ADT | ADT INC DEL | $1.67万 | 0.01% | 2,539 | 2,258 | 803.6% | $1.48万 | 加仓 |
| BX | BLACKSTONE INC | $1.68万 | 0.01% | 146 | 118 | 421.4% | $1.36万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $1.68万 | 0.01% | 73 | 5 | 7.4% | $1,152 | 加仓 |
| ABNB | AIRBNB INC | $1.68万 | 0.01% | 133 | 14 | 11.8% | $1,773 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.68万 | 0.01% | 373 | -46 | -11.0% | -$2,078 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.69万 | 0.01% | 614 | 82 | 15.4% | $2,252 | 加仓 |
| AZO | AUTOZONE INC | $1.69万 | 0.01% | 5 | -2 | -28.6% | -$6,756 | 减仓 |
| ESML | ISHARES TR | $1.69万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $1.71万 | 0.01% | 368 | 368 | — | $1.71万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.72万 | 0.01% | 95 | 3 | 3.3% | $542 | 加仓 |
| MSCI | MSCI INC | $1.72万 | 0.01% | 32 | 26 | 433.3% | $1.40万 | 加仓 |
| LKQ | LKQ CORP | $1.75万 | 0.01% | 596 | 49 | 9.0% | $1,439 | 加仓 |
| GEN | GEN DIGITAL INC | $1.76万 | 0.01% | 933 | 209 | 28.9% | $3,936 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.79万 | 0.01% | 61 | 1 | 1.7% | $293 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1.79万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1.80万 | 0.01% | 199 | -82 | -29.2% | -$7,412 | 减仓 |
| CVS | CVS HEALTH CORP | $1.80万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $1.81万 | 0.01% | 184 | 67 | 57.3% | $6,594 | 加仓 |
| DSI | ISHARES TR | $1.82万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $1.82万 | 0.01% | 666 | -92 | -12.1% | -$2,516 | 减仓 |
| SOLV | SOLVENTUM CORP | $1.83万 | 0.01% | 280 | 59 | 26.7% | $3,853 | 加仓 |
| ZTS | ZOETIS INC | $1.84万 | 0.01% | 156 | 30 | 23.8% | $3,540 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1.85万 | 0.01% | 818 | 781 | 2,110.8% | $1.76万 | 加仓 |
| FDX | FEDEX CORP | $1.85万 | 0.01% | 52 | 4 | 8.3% | $1,425 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.85万 | 0.01% | 16 | -8 | -33.3% | -$9,272 | 减仓 |
| CNA | CNA FINL CORP | $1.86万 | 0.01% | 406 | -696 | -63.2% | -$3.20万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $1.87万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.87万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.88万 | 0.01% | 116 | 36 | 45.0% | $5,849 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.90万 | 0.01% | 55 | 18 | 48.6% | $6,213 | 加仓 |
| IAU | ISHARES GOLD TR | $1.90万 | 0.01% | 216 | 216 | — | $1.90万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1.92万 | 0.01% | 224 | -225 | -50.1% | -$1.93万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.93万 | 0.01% | 112 | 74 | 194.7% | $1.28万 | 加仓 |
| NULV | NUSHARES ETF TR | $1.93万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.94万 | 0.01% | 80 | 11 | 15.9% | $2,674 | 加仓 |
| HACK | AMPLIFY ETF TR | $1.95万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1.96万 | 0.01% | 30 | -32 | -51.6% | -$2.09万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1.97万 | 0.01% | 748 | 458 | 157.9% | $1.21万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.97万 | 0.01% | 108 | -40 | -27.0% | -$7,297 | 减仓 |
| APH | AMPHENOL CORP | $1.97万 | 0.01% | 156 | -3 | -1.9% | -$379 | 减仓 |
| ILMN | ILLUMINA INC | $1.97万 | 0.01% | 160 | 11 | 7.4% | $1,356 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1.97万 | 0.01% | 466 | 1 | 0.2% | $42 | 加仓 |
| SUSA | ISHARES TR | $1.98万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.98万 | 0.01% | 100 | 72 | 257.1% | $1.43万 | 加仓 |
| THO | THOR INDS INC | $1.99万 | 0.01% | 249 | 43 | 20.9% | $3,435 | 加仓 |
| IMCG | ISHARES TR | $2.00万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2.01万 | 0.01% | 106 | -107 | -50.2% | -$2.03万 | 减仓 |
| IAK | ISHARES TR | $2.02万 | 0.01% | 158 | 3 | 1.9% | $384 | 加仓 |
| GM | GENERAL MTRS CO | $2.03万 | 0.01% | 272 | -58 | -17.6% | -$4,321 | 减仓 |
| MOS | MOSAIC CO | $2.03万 | 0.01% | 795 | 165 | 26.2% | $4,208 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2.03万 | 0.01% | 252 | 195 | 342.1% | $1.57万 | 加仓 |
| PFF | ISHARES TR | $2.03万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $2.10万 | 0.01% | 443 | 152 | 52.2% | $7,197 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.11万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2.11万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $2.12万 | 0.01% | 1,912 | 54 | 2.9% | $597 | 加仓 |
| WMB | WILLIAMS COS INC | $2.13万 | 0.01% | 292 | 164 | 128.1% | $1.19万 | 加仓 |
| BRO | BROWN & BROWN INC | $2.13万 | 0.01% | 327 | 327 | — | $2.13万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.19万 | 0.01% | 62 | 37 | 148.0% | $1.31万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2.20万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $2.21万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2.22万 | 0.01% | 792 | -1,644 | -67.5% | -$4.62万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.24万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2.26万 | 0.01% | 610 | 446 | 272.0% | $1.65万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $2.26万 | 0.01% | 3,764 | 3,623 | 2,569.5% | $2.17万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2.26万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.31万 | 0.01% | 41 | 1 | 2.5% | $563 | 加仓 |
| — | HONEYWELL INTL INC | $2.33万 | 0.01% | 103 | 8 | 8.4% | $1,808 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $2.33万 | 0.01% | 486 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2.34万 | 0.01% | 507 | 0 | 0.0% | — | 不变 |