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 |
|---|---|---|---|---|---|---|---|---|
| SAIC | SCIENCE APPLICATIONS INTL CO | $2.18万 | 0.01% | 197 | 113 | 134.5% | $1.25万 | 加仓 |
| IMCG | ISHARES TR | $2.18万 | 0.01% | 222 | -32 | -12.6% | -$3,147 | 减仓 |
| HCA | HCA HEALTHCARE INC | $2.18万 | 0.01% | 56 | 38 | 211.1% | $1.48万 | 加仓 |
| MDB | MONGODB INC | $2.18万 | 0.01% | 65 | 59 | 983.3% | $1.98万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2.19万 | 0.01% | 230 | 184 | 400.0% | $1.75万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.19万 | 0.01% | 928 | 928 | — | $2.19万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $2.20万 | 0.01% | 635 | 635 | — | $2.20万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2.21万 | 0.01% | 279 | 234 | 520.0% | $1.85万 | 加仓 |
| WCC | WESCO INTL INC | $2.21万 | 0.01% | 64 | 52 | 433.3% | $1.80万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2.21万 | 0.01% | 234 | 135 | 136.4% | $1.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.22万 | 0.01% | 90 | 90 | — | $2.22万 | 新建仓 |
| AOM | ISHARES TR | $2.22万 | 0.01% | 446 | 3 | 0.7% | $150 | 加仓 |
| IAK | ISHARES TR | $2.22万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $2.23万 | 0.01% | 274 | 206 | 302.9% | $1.68万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2.23万 | 0.01% | 909 | -715 | -44.0% | -$1.76万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $2.23万 | 0.01% | 181 | 176 | 3,520.0% | $2.17万 | 加仓 |
| IVV | ISHARES TR | $2.25万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $2.26万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.26万 | 0.01% | 61 | 4 | 7.0% | $1,484 | 加仓 |
| DOCU | DOCUSIGN INC | $2.27万 | 0.01% | 512 | 209 | 69.0% | $9,284 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $2.29万 | 0.01% | 468 | 2 | 0.4% | $98 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2.29万 | 0.01% | 213 | 67 | 45.9% | $7,203 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.29万 | 0.01% | 88 | 42 | 91.3% | $1.09万 | 加仓 |
| DBX | DROPBOX INC | $2.30万 | 0.01% | 836 | 211 | 33.8% | $5,796 | 加仓 |
| IX | ORIX CORP | $2.30万 | 0.01% | 604 | 604 | — | $2.30万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $2.30万 | 0.01% | 29 | 13 | 81.2% | $1.03万 | 加仓 |
| SAP | SAP SE | $2.31万 | 0.01% | 150 | 150 | — | $2.31万 | 新建仓 |
| SUSA | ISHARES TR | $2.31万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $2.32万 | 0.01% | 485 | 364 | 300.8% | $1.74万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $2.32万 | 0.01% | 1,794 | 1,170 | 187.5% | $1.51万 | 加仓 |
| RVTY | REVVITY INC | $2.33万 | 0.01% | 209 | 132 | 171.4% | $1.47万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $2.33万 | 0.01% | 368 | 368 | — | $2.33万 | 新建仓 |
| BPOP | POPULAR INC | $2.33万 | 0.01% | 142 | 125 | 735.3% | $2.05万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2.33万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $2.34万 | 0.01% | 2,438 | 2,438 | — | $2.34万 | 新建仓 |
| IEX | IDEX CORP | $2.34万 | 0.01% | 103 | 89 | 635.7% | $2.02万 | 加仓 |
| G | GENPACT LIMITED | $2.34万 | 0.01% | 852 | 676 | 384.1% | $1.86万 | 加仓 |
| NTAP | NETAPP INC | $2.37万 | 0.01% | 153 | 37 | 31.9% | $5,726 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $2.37万 | 0.01% | 387 | 325 | 524.2% | $1.99万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $2.39万 | 0.01% | 385 | 302 | 363.9% | $1.87万 | 加仓 |
| VDC | VANGUARD WORLD FD | $2.40万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $2.40万 | 0.01% | 523 | 455 | 669.1% | $2.09万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2.41万 | 0.01% | 324 | 256 | 376.5% | $1.91万 | 重新持有 |
| VRSN | VERISIGN INC | $2.42万 | 0.01% | 96 | 80 | 500.0% | $2.01万 | 加仓 |
| RGLD | ROYAL GOLD INC | $2.42万 | 0.01% | 121 | 38 | 45.8% | $7,585 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2.43万 | 0.01% | 101 | 101 | — | $2.43万 | 新建仓 |
| YETI | YETI HLDGS INC | $2.44万 | 0.01% | 492 | 416 | 547.4% | $2.06万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2.44万 | 0.01% | 136 | 30 | 28.3% | $5,386 | 加仓 |
| FDX | FEDEX CORP | $2.44万 | 0.01% | 78 | 26 | 50.0% | $8,142 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2.44万 | 0.01% | 647 | 559 | 635.2% | $2.11万 | 重新持有 |
| W | WAYFAIR INC | $2.45万 | 0.01% | 265 | 235 | 783.3% | $2.17万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.45万 | 0.01% | 110 | -312 | -73.9% | -$6.95万 | 减仓 |
| SNPS | SYNOPSYS INC | $2.45万 | 0.01% | 55 | 27 | 96.4% | $1.20万 | 加仓 |
| MSCI | MSCI INC | $2.46万 | 0.01% | 44 | 12 | 37.5% | $6,721 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.47万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $2.48万 | 0.01% | 121 | 45 | 59.2% | $9,227 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2.48万 | 0.01% | 785 | 727 | 1,253.4% | $2.30万 | 加仓 |
| EQIX | EQUINIX INC | $2.50万 | 0.01% | 24 | 15 | 166.7% | $1.56万 | 加仓 |
| OVV | OVINTIV INC | $2.52万 | 0.01% | 478 | 67 | 16.3% | $3,528 | 加仓 |
| GMED | GLOBUS MED INC | $2.52万 | 0.01% | 319 | 305 | 2,178.6% | $2.41万 | 加仓 |
| ES | EVERSOURCE ENERGY | $2.52万 | 0.01% | 349 | 240 | 220.2% | $1.73万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.52万 | 0.01% | 1,269 | 1,269 | — | $2.52万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2.57万 | 0.01% | 231 | -34 | -12.8% | -$3,785 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2.57万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $2.58万 | 0.01% | 49 | 32 | 188.2% | $1.68万 | 加仓 |
| HUM | HUMANA INC | $2.58万 | 0.01% | 65 | 7 | 12.1% | $2,781 | 加仓 |
| STE | STERIS PLC | $2.59万 | 0.01% | 123 | 113 | 1,130.0% | $2.38万 | 加仓 |
| MTB | M & T BK CORP | $2.59万 | 0.01% | 109 | 109 | — | $2.59万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $2.60万 | 0.01% | 167 | 118 | 240.8% | $1.84万 | 加仓 |
| OKE | ONEOK INC NEW | $2.62万 | 0.01% | 301 | 102 | 51.3% | $8,868 | 加仓 |
| ARKF | ARK ETF TR | $2.62万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.64万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $2.65万 | 0.01% | 194 | 105 | 118.0% | $1.44万 | 加仓 |
| GIS | GENERAL MILLS INC | $2.66万 | 0.01% | 764 | 729 | 2,082.9% | $2.54万 | 重新持有 |
| PCEF | INVESCO EXCH TRADED FD TR II | $2.66万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $2.67万 | 0.01% | 220 | 121 | 122.2% | $1.47万 | 加仓 |
| PPL | PPL CORP | $2.68万 | 0.01% | 737 | 597 | 426.4% | $2.17万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.69万 | 0.01% | 1,009 | 395 | 64.3% | $1.05万 | 加仓 |
| — | LEGGETT & PLATT INC | $2.71万 | 0.01% | 2,311 | 2,040 | 752.8% | $2.39万 | 加仓 |
| SEIC | SEI INVTS CO | $2.71万 | 0.01% | 309 | 152 | 96.8% | $1.33万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $2.73万 | 0.01% | 486 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $2.73万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.73万 | 0.01% | 55 | 28 | 103.7% | $1.39万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $2.73万 | 0.01% | 933 | 738 | 378.5% | $2.16万 | 加仓 |
| COR | CENCORA INC | $2.75万 | 0.01% | 97 | 81 | 506.2% | $2.29万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $2.76万 | 0.01% | 160 | 138 | 627.3% | $2.38万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.76万 | 0.01% | 51 | 3 | 6.2% | $1,626 | 加仓 |
| EXC | EXELON CORP | $2.77万 | 0.01% | 594 | 484 | 440.0% | $2.26万 | 加仓 |
| WMB | WILLIAMS COS INC | $2.77万 | 0.01% | 373 | 81 | 27.7% | $6,022 | 加仓 |
| SOLV | SOLVENTUM CORP | $2.79万 | 0.01% | 361 | 81 | 28.9% | $6,249 | 加仓 |
| DE | DEERE & CO | $2.79万 | 0.01% | 44 | 3 | 7.3% | $1,903 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2.79万 | 0.01% | 344 | 243 | 240.6% | $1.97万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $2.79万 | 0.01% | 201 | 172 | 593.1% | $2.39万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $2.84万 | 0.01% | 355 | -121 | -25.4% | -$9,679 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.84万 | 0.01% | 86 | 79 | 1,128.6% | $2.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.85万 | 0.01% | 1,089 | 6 | 0.6% | $157 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2.85万 | 0.01% | 507 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $2.86万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.87万 | 0.01% | 103 | -6 | -5.5% | -$1,672 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $2.87万 | 0.01% | 193 | 161 | 503.1% | $2.39万 | 加仓 |