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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $2.36万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $2.38万 | 0.01% | 106 | 1 | 1.0% | $224 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.40万 | 0.01% | 616 | 565 | 1,107.8% | $2.20万 | 加仓 |
| WEN | WENDYS CO | $2.41万 | 0.01% | 3,469 | 1,646 | 90.3% | $1.14万 | 加仓 |
| F | FORD MTR CO | $2.41万 | 0.01% | 2,092 | 271 | 14.9% | $3,127 | 加仓 |
| KMPR | KEMPER CORP | $2.43万 | 0.01% | 794 | 636 | 402.5% | $1.94万 | 加仓 |
| LIN | LINDE PLC | $2.43万 | 0.01% | 49 | 19 | 63.3% | $9,420 | 加仓 |
| MS | MORGAN STANLEY | $2.44万 | 0.01% | 148 | 23 | 18.4% | $3,785 | 加仓 |
| MTG | MGIC INVT CORP WIS | $2.44万 | 0.01% | 929 | 482 | 107.8% | $1.27万 | 加仓 |
| OVV | OVINTIV INC | $2.44万 | 0.01% | 411 | -147 | -26.3% | -$8,726 | 减仓 |
| YUM | YUM BRANDS INC | $2.44万 | 0.01% | 157 | 10 | 6.8% | $1,555 | 加仓 |
| U | UNITY SOFTWARE INC | $2.44万 | 0.01% | 1,114 | 967 | 657.8% | $2.12万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.45万 | 0.01% | 1,557 | 1,187 | 320.8% | $1.87万 | 加仓 |
| HRB | BLOCK H & R INC | $2.45万 | 0.01% | 773 | 8 | 1.0% | $254 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $2.47万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $2.47万 | 0.01% | 171 | 12 | 7.5% | $1,736 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.50万 | 0.01% | 90 | 7 | 8.4% | $1,945 | 加仓 |
| ARKF | ARK ETF TR | $2.52万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $2.52万 | 0.01% | 270 | 185 | 217.6% | $1.73万 | 加仓 |
| FNB | F N B CORP | $2.52万 | 0.01% | 1,510 | 1,440 | 2,057.1% | $2.41万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $2.53万 | 0.01% | 158 | 158 | — | $2.53万 | 新建仓 |
| PAYX | PAYCHEX INC | $2.53万 | 0.01% | 275 | 275 | — | $2.53万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2.54万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $2.55万 | 0.01% | 151 | 88 | 139.7% | $1.49万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2.56万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $2.56万 | 0.01% | 184 | 25 | 15.7% | $3,480 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.56万 | 0.01% | 1,083 | 2 | 0.2% | $47 | 加仓 |
| JBL | JABIL INC | $2.71万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2.72万 | 0.01% | 137 | 19 | 16.1% | $3,768 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.78万 | 0.01% | 364 | 1 | 0.3% | $76 | 加仓 |
| TFC | TRUIST FINL CORP | $2.84万 | 0.01% | 617 | 577 | 1,442.5% | $2.65万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $2.84万 | 0.01% | 418 | 36 | 9.4% | $2,449 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.85万 | 0.01% | 48 | -13 | -21.3% | -$7,709 | 减仓 |
| CATH | GLOBAL X FDS | $2.89万 | 0.01% | 369 | 1 | 0.3% | $78 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2.89万 | 0.01% | 265 | -717 | -73.0% | -$7.83万 | 减仓 |
| ECL | ECOLAB INC | $2.90万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.94万 | 0.01% | 369 | 78 | 26.8% | $6,210 | 加仓 |
| KO | COCA COLA CO | $2.94万 | 0.01% | 386 | 73 | 23.3% | $5,557 | 加仓 |
| AVT | AVNET INC | $2.96万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.97万 | 0.01% | 139 | -4 | -2.8% | -$855 | 减仓 |
| RS | RELIANCE INC | $2.98万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.98万 | 0.01% | 894 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.02万 | 0.01% | 229 | 22 | 10.6% | $2,904 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3.05万 | 0.01% | 486 | 341 | 235.2% | $2.14万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3.09万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.11万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $3.13万 | 0.01% | 675 | 64 | 10.5% | $2,970 | 加仓 |
| PPLI | IAC INC | $3.22万 | 0.01% | 805 | 153 | 23.5% | $6,125 | 加仓 |
| TXN | TEXAS INSTRS INC | $3.22万 | 0.01% | 166 | 64 | 62.7% | $1.24万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3.24万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.24万 | 0.01% | 66 | -12 | -15.4% | -$5,898 | 减仓 |
| GATX | GATX CORP | $3.24万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.27万 | 0.01% | 412 | 3 | 0.7% | $238 | 加仓 |
| ICF | ISHARES TR | $3.33万 | 0.01% | 537 | 1 | 0.2% | $62 | 加仓 |
| FLOT | ISHARES TR | $3.36万 | 0.01% | 660 | 4 | 0.6% | $204 | 加仓 |
| MO | ALTRIA GROUP INC | $3.41万 | 0.01% | 516 | -114 | -18.1% | -$7,523 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $3.42万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $3.45万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $3.46万 | 0.01% | 209 | 87 | 71.3% | $1.44万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $3.49万 | 0.01% | 743 | 541 | 267.8% | $2.54万 | 加仓 |
| OKLO | OKLO INC | $3.49万 | 0.01% | 704 | 704 | — | $3.49万 | 新建仓 |
| AVSD | AMERICAN CENTY ETF TR | $3.50万 | 0.01% | 476 | 1 | 0.2% | $74 | 加仓 |
| FDS | FACTSET RESH SYS INC | $3.60万 | 0.01% | 166 | 125 | 304.9% | $2.71万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $3.66万 | 0.01% | 1,540 | 1,540 | — | $3.66万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3.71万 | 0.01% | 1,868 | 82 | 4.6% | $1,629 | 加仓 |
| CNH | CNH INDL N V | $3.72万 | 0.01% | 3,386 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $3.74万 | 0.01% | 204 | 4 | 2.0% | $733 | 加仓 |
| CUBE | CUBESMART | $3.76万 | 0.01% | 1,026 | 576 | 128.0% | $2.11万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $3.83万 | 0.01% | 2,226 | -1,088 | -32.8% | -$1.87万 | 减仓 |
| NKE | NIKE INC | $3.88万 | 0.01% | 735 | -11 | -1.5% | -$581 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $3.92万 | 0.01% | 531 | 451 | 563.8% | $3.33万 | 加仓 |
| GQRE | FLEXSHARES TR | $3.92万 | 0.01% | 657 | 1 | 0.2% | $60 | 加仓 |
| IUSV | ISHARES TR | $3.93万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.95万 | 0.01% | 163 | 6 | 3.8% | $1,456 | 加仓 |
| ORCL | ORACLE CORP | $3.96万 | 0.01% | 269 | 20 | 8.0% | $2,943 | 加仓 |
| CF | CF INDUSTRIES HOLD | $4.00万 | 0.01% | 308 | 59 | 23.7% | $7,661 | 加仓 |
| IJJ | ISHARES TR | $4.03万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $4.05万 | 0.01% | 120 | 25 | 26.3% | $8,446 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4.07万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $4.17万 | 0.01% | 271 | -6 | -2.2% | -$922 | 减仓 |
| SPGI | S&P GLOBAL INC | $4.21万 | 0.02% | 99 | -8 | -7.5% | -$3,403 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.23万 | 0.02% | 1,101 | 46 | 4.4% | $1,767 | 加仓 |
| CRM | SALESFORCE INC | $4.26万 | 0.02% | 228 | -36 | -13.6% | -$6,722 | 减仓 |
| DGRW | WISDOMTREE TR | $4.26万 | 0.02% | 485 | 1 | 0.2% | $88 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.28万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $4.35万 | 0.02% | 235 | 14 | 6.3% | $2,591 | 加仓 |
| EQT | EQT CORP | $4.39万 | 0.02% | 690 | 21 | 3.1% | $1,337 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.42万 | 0.02% | 152 | 5 | 3.4% | $1,452 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.45万 | 0.02% | 114 | -37 | -24.5% | -$1.44万 | 减仓 |
| SYY | SYSCO CORP | $4.47万 | 0.02% | 626 | 515 | 464.0% | $3.67万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $4.54万 | 0.02% | 877 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $4.54万 | 0.02% | 572 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $4.56万 | 0.02% | 719 | 385 | 115.3% | $2.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.59万 | 0.02% | 914 | -1,107 | -54.8% | -$5.56万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.60万 | 0.02% | 786 | 2 | 0.3% | $117 | 加仓 |
| SBUX | STARBUCKS CORP | $4.61万 | 0.02% | 515 | 43 | 9.1% | $3,851 | 加仓 |
| OKTA | OKTA INC | $4.61万 | 0.02% | 586 | 290 | 98.0% | $2.28万 | 加仓 |
| NUSC | NUSHARES ETF TR | $4.63万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $4.66万 | 0.02% | 1,624 | 203 | 14.3% | $5,830 | 加仓 |
| EWA | ISHARES INC | $4.70万 | 0.02% | 1,694 | -250 | -12.9% | -$6,941 | 减仓 |