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 |
|---|---|---|---|---|---|---|---|---|
| VNO | VORNADO RLTY TR | $1.55万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $1.56万 | 0.00% | 339 | 246 | 264.5% | $1.13万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.56万 | 0.00% | 155 | 118 | 318.9% | $1.19万 | 加仓 |
| UNM | UNUM GROUP | $1.57万 | 0.00% | 176 | 105 | 147.9% | $9,387 | 加仓 |
| ING | ING GROEP N.V. | $1.58万 | 0.00% | 502 | 502 | — | $1.58万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.58万 | 0.00% | 181 | 66 | 57.4% | $5,745 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.58万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $1.59万 | 0.00% | 598 | 569 | 1,962.1% | $1.51万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.59万 | 0.00% | 40 | 6 | 17.6% | $2,386 | 加仓 |
| AZO | AUTOZONE INC | $1.60万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $1.60万 | 0.00% | 110 | 30 | 37.5% | $4,359 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.61万 | 0.00% | 35 | 35 | — | $1.61万 | 新建仓 |
| AVTR | AVANTOR INC | $1.61万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.62万 | 0.00% | 188 | 107 | 132.1% | $9,248 | 加仓 |
| ORI | OLD REP INTL CORP | $1.64万 | 0.00% | 400 | 312 | 354.5% | $1.28万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.64万 | 0.00% | 140 | 140 | — | $1.64万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $1.65万 | 0.00% | 150 | 100 | 200.0% | $1.10万 | 加仓 |
| SF | STIFEL FINL CORP | $1.65万 | 0.00% | 237 | 215 | 977.3% | $1.50万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $1.66万 | 0.00% | 132 | 116 | 725.0% | $1.46万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.66万 | 0.00% | 338 | 38 | 12.7% | $1,871 | 加仓 |
| DXCM | DEXCOM INC | $1.68万 | 0.01% | 249 | 149 | 149.0% | $1.00万 | 加仓 |
| CME | CME GROUP INC | $1.68万 | 0.01% | 76 | 29 | 61.7% | $6,404 | 加仓 |
| DCI | DONALDSON INC | $1.68万 | 0.01% | 187 | 168 | 884.2% | $1.51万 | 加仓 |
| IWB | ISHARES TR | $1.68万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1.69万 | 0.01% | 334 | 310 | 1,291.7% | $1.56万 | 加仓 |
| HDB | HDFC BANK LTD | $1.70万 | 0.01% | 660 | 660 | — | $1.70万 | 新建仓 |
| EVR | EVERCORE INC | $1.71万 | 0.01% | 50 | 43 | 614.3% | $1.47万 | 加仓 |
| SON | SONOCO PRODS CO | $1.71万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $1.71万 | 0.01% | 146 | 116 | 386.7% | $1.36万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.72万 | 0.01% | 121 | 86 | 245.7% | $1.22万 | 加仓 |
| FER | FERROVIAL NV | $1.74万 | 0.01% | 253 | 253 | — | $1.74万 | 新建仓 |
| XT | ISHARES TR | $1.74万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.74万 | 0.01% | 18 | 4 | 28.6% | $3,860 | 加仓 |
| TREX | TREX INC | $1.75万 | 0.01% | 349 | 116 | 49.8% | $5,805 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1.75万 | 0.01% | 663 | 490 | 283.2% | $1.29万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.76万 | 0.01% | 256 | 220 | 611.1% | $1.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.76万 | 0.01% | 52 | 11 | 26.8% | $3,721 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.76万 | 0.01% | 204 | 143 | 234.4% | $1.23万 | 加仓 |
| MOS | MOSAIC CO | $1.77万 | 0.01% | 833 | 38 | 4.8% | $805 | 加仓 |
| VMC | VULCAN MATLS CO | $1.77万 | 0.01% | 60 | 46 | 328.6% | $1.36万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.77万 | 0.01% | 63 | 23 | 57.5% | $6,464 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.79万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $1.79万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1.79万 | 0.01% | 100 | 1 | 1.0% | $179 | 加仓 |
| KB | KB FINL GROUP INC | $1.79万 | 0.01% | 171 | 171 | — | $1.79万 | 新建仓 |
| DGS | WISDOMTREE TR | $1.80万 | 0.01% | 279 | 4 | 1.5% | $259 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1.81万 | 0.01% | 45 | 14 | 45.2% | $5,626 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.81万 | 0.01% | 169 | 121 | 252.1% | $1.29万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $1.81万 | 0.01% | 1,269 | 973 | 328.7% | $1.39万 | 加仓 |
| MCO | MOODYS CORP | $1.81万 | 0.01% | 40 | 24 | 150.0% | $1.09万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.81万 | 0.01% | 62 | 60 | 3,000.0% | $1.75万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.83万 | 0.01% | 291 | 149 | 104.9% | $9,371 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.84万 | 0.01% | 104 | 70 | 205.9% | $1.24万 | 加仓 |
| CNA | CNA FINL CORP | $1.86万 | 0.01% | 383 | -23 | -5.7% | -$1,118 | 减仓 |
| NVS | NOVARTIS AG | $1.88万 | 0.01% | 120 | -230 | -65.7% | -$3.60万 | 重新持有 |
| ADBE | ADOBE INC | $1.89万 | 0.01% | 92 | 12 | 15.0% | $2,460 | 加仓 |
| MPC | MARATHON PETE CORP | $1.89万 | 0.01% | 74 | 52 | 236.4% | $1.33万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.90万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.90万 | 0.01% | 400 | 400 | — | $1.90万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.90万 | 0.01% | 70 | 70 | — | $1.90万 | 新建仓 |
| VTRS | VIATRIS INC | $1.91万 | 0.01% | 1,203 | 431 | 55.8% | $6,844 | 加仓 |
| HUBS | HUBSPOT INC | $1.92万 | 0.01% | 105 | 53 | 101.9% | $9,673 | 加仓 |
| GDDY | GODADDY INC | $1.92万 | 0.01% | 226 | 210 | 1,312.5% | $1.78万 | 重新持有 |
| — | NATIONAL STORAGE AFFILIATES | $1.92万 | 0.01% | 432 | 120 | 38.5% | $5,337 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $1.93万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.95万 | 0.01% | 88 | 88 | — | $1.95万 | 新建仓 |
| P | EVERPURE INC | $1.95万 | 0.01% | 247 | 240 | 3,428.6% | $1.89万 | 重新持有 |
| SO | SOUTHERN CO | $1.95万 | 0.01% | 204 | 148 | 264.3% | $1.42万 | 加仓 |
| RY | ROYAL BK CDA | $1.97万 | 0.01% | 95 | 95 | — | $1.97万 | 新建仓 |
| QLYS | QUALYS INC | $1.98万 | 0.01% | 144 | 144 | — | $1.98万 | 新建仓 |
| HON | HONEYWELL INTL INC | $1.99万 | 0.01% | 89 | -14 | -13.6% | -$3,135 | 减仓 |
| MORN | MORNINGSTAR INC | $2.00万 | 0.01% | 128 | -23 | -15.2% | -$3,589 | 减仓 |
| BHP | BHP BILLITON LIMITED | $2.00万 | 0.01% | 240 | 240 | — | $2.00万 | 新建仓 |
| RL | RALPH LAUREN CORP | $2.01万 | 0.01% | 50 | 24 | 92.3% | $9,634 | 加仓 |
| TMUS | T-MOBILE US INC | $2.01万 | 0.01% | 120 | -117 | -49.4% | -$1.96万 | 减仓 |
| THG | HANOVER INS GROUP INC | $2.01万 | 0.01% | 94 | 72 | 327.3% | $1.54万 | 加仓 |
| ESML | ISHARES TR | $2.01万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $2.02万 | 0.01% | 254 | 245 | 2,722.2% | $1.94万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $2.03万 | 0.01% | 45 | 33 | 275.0% | $1.49万 | 加仓 |
| VLTO | VERALTO CORP | $2.03万 | 0.01% | 229 | 149 | 186.2% | $1.32万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.04万 | 0.01% | 391 | 391 | — | $2.04万 | 新建仓 |
| FTV | FORTIVE CORP | $2.04万 | 0.01% | 334 | 156 | 87.6% | $9,530 | 加仓 |
| PFF | ISHARES TR | $2.04万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $2.06万 | 0.01% | 358 | 358 | — | $2.06万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2.06万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2.07万 | 0.01% | 15 | 7 | 87.5% | $9,677 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $2.08万 | 0.01% | 1,912 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $2.09万 | 0.01% | 1,513 | 1,513 | — | $2.09万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $2.10万 | 0.01% | 287 | 257 | 856.7% | $1.88万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $2.10万 | 0.01% | 454 | 398 | 710.7% | $1.84万 | 加仓 |
| ETSY | ETSY INC | $2.10万 | 0.01% | 279 | 205 | 277.0% | $1.54万 | 加仓 |
| NTRS | NORTHERN TR CORP | $2.10万 | 0.01% | 121 | 69 | 132.7% | $1.20万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2.11万 | 0.01% | 222 | 222 | — | $2.11万 | 新建仓 |
| OGE | OGE ENERGY CORP | $2.11万 | 0.01% | 434 | 341 | 366.7% | $1.66万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $2.12万 | 0.01% | 790 | 262 | 49.6% | $7,035 | 加仓 |
| NULV | NUSHARES ETF TR | $2.12万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $2.14万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $2.15万 | 0.01% | 1,361 | -1,906 | -58.3% | -$3.01万 | 减仓 |
| KMX | CARMAX INC | $2.15万 | 0.01% | 406 | 406 | — | $2.15万 | 新建仓 |
| RAL | RALLIANT CORP | $2.16万 | 0.01% | 293 | 81 | 38.2% | $5,964 | 加仓 |