13F 机构持仓

ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK CA · SEC CIK 0001976256

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IUSB 10.7%
FNDX 7.0%
IUSG 6.7%
AVDE 4.8%
SCHX 3.5%
AVEM 3.2%
VO 3.1%
AAPL 2.4%
GOOGL 2.3%
IJR 2.2%

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
— EXXON MOBIL CORP $00.00%0 -2,344-100.0% -$39.76万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -115-100.0% -$6.77万 清仓
PAAS PAN AMERN SILVER CORP $00.00%0 -960-100.0% -$5.24万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -73-100.0% -$4.98万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -743-100.0% -$3.49万 清仓
KMPR KEMPER CORP $00.00%0 -794-100.0% -$2.43万 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -3,764-100.0% -$2.26万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -252-100.0% -$2.03万 清仓
THO THOR INDS INC $00.00%0 -249-100.0% -$1.99万 清仓
— AIR LEASE CORP $00.00%0 -235-100.0% -$1.53万 清仓
KBH KB HOME $00.00%0 -254-100.0% -$1.31万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -80-100.0% -$1.22万 清仓
CLVT CLARIVATE PLC $00.00%0 -3,421-100.0% -$8,656 清仓
CXT CRANE NXT CO $00.00%0 -209-100.0% -$8,484 清仓
EMN EASTMAN CHEM CO $00.00%0 -109-100.0% -$8,319 清仓
INGR INGREDION INC $00.00%0 -72-100.0% -$8,112 清仓
BLKB BLACKBAUD INC $00.00%0 -178-100.0% -$6,873 清仓
— HOLOGIC INC $00.00%0 -89-100.0% -$6,728 清仓
CCI CROWN CASTLE INC $00.00%0 -76-100.0% -$6,180 清仓
SNOW SNOWFLAKE INC $00.00%0 -40-100.0% -$6,033 清仓
CCL CARNIVAL CORP $00.00%0 -229-100.0% -$5,927 清仓
TW TRADEWEB MKTS INC $00.00%0 -48-100.0% -$5,648 清仓
GAP GAP INC $00.00%0 -225-100.0% -$5,445 清仓
HAE HAEMONETICS CORP MASS $00.00%0 -94-100.0% -$5,298 清仓
PTC PTC INC $00.00%0 -37-100.0% -$5,273 清仓
NCNO NCINO INC $00.00%0 -345-100.0% -$5,169 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -65-100.0% -$4,627 清仓
VNT VONTIER CORPORATION $00.00%0 -128-100.0% -$4,541 清仓
NRG NRG ENERGY INC $00.00%0 -29-100.0% -$4,239 清仓
— TAYLOR MORRISON HOME CORP $00.00%0 -69-100.0% -$4,019 清仓
XYL XYLEM INC $00.00%0 -33-100.0% -$3,944 清仓
HRL HORMEL FOODS CORP $00.00%0 -174-100.0% -$3,942 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -27-100.0% -$3,878 清仓
BWXT BWX TECHNOLOGIES INC $00.00%0 -17-100.0% -$3,477 清仓
— MASIMO CORP $00.00%0 -19-100.0% -$3,380 清仓
ESAB ESAB CORPORATION $00.00%0 -32-100.0% -$3,094 清仓
KBR KBR INC $00.00%0 -80-100.0% -$2,949 清仓
FCN FTI CONSULTING INC $00.00%0 -15-100.0% -$2,652 清仓
— COTERRA ENERGY INC $00.00%0 -65-100.0% -$2,285 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -36-100.0% -$2,209 清仓
PEGA PEGASYSTEMS INC $00.00%0 -49-100.0% -$2,086 清仓
ICUI ICU MED INC $00.00%0 -15-100.0% -$1,938 清仓
TAP MOLSON COORS BEVERAGE CO $00.00%0 -44-100.0% -$1,895 清仓
RH RH $00.00%0 -13-100.0% -$1,818 清仓
WAL WESTERN ALLIANCE BANCORP $00.00%0 -25-100.0% -$1,772 清仓
SMMT SUMMIT THERAPEUTICS INC $00.00%0 -91-100.0% -$1,726 清仓
CNM CORE & MAIN INC $00.00%0 -34-100.0% -$1,680 清仓
POST POST HLDGS INC $00.00%0 -16-100.0% -$1,582 清仓
KNF KNIFE RIVER CORP $00.00%0 -19-100.0% -$1,552 清仓
AVAV AEROVIRONMENT INC $00.00%0 -7-100.0% -$1,282 清仓
OSK OSHKOSH CORP $00.00%0 -8-100.0% -$1,178 清仓
CACI CACI INTL INC $00.00%0 -2-100.0% -$1,088 清仓
GNTX GENTEX CORP $00.00%0 -39-100.0% -$853 清仓
CACC CREDIT ACCEP CORP MICH $00.00%0 -2-100.0% -$847 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -5-100.0% -$825 清仓
WLK WESTLAKE CORPORATION $00.00%0 -7-100.0% -$818 清仓
SITE SITEONE LANDSCAPE SUPPLY INC $00.00%0 -6-100.0% -$799 清仓
WU WESTERN UN CO $00.00%0 -90-100.0% -$786 清仓
VSNT VERSANT MEDIA GROUP INC $00.00%0 -17-100.0% -$630 清仓
XRAY DENTSPLY SIRONA INC $00.00%0 -45-100.0% -$522 清仓
OWL BLUE OWL CAPITAL INC $00.00%0 -47-100.0% -$430 清仓
AAL AMERICAN AIRLINES GROUP INC $00.00%0 -26-100.0% -$280 清仓
— GALMED PHARMACEUTICALS LTD $10.00%1 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $120.00%1 00.0% — 不变
— BIG SKY INDL INC $130.00%11 00.0% — 不变
— DIGITAL BRANDS GROUP INC $230.00%30 00.0% — 不变
— ALIGOS THERAPEUTICS INC $240.00%4 00.0% — 不变
PBYI PUMA BIOTECHNOLOGY INC $250.00%3 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $280.00%1 00.0% — 不变
SLVM SYLVAMO CORP $380.00%1 00.0% — 不变
FCEL FUELCELL ENERGY INC $730.00%2 00.0% — 不变
— VERITONE INC $840.00%61 00.0% — 不变
APG API GROUP CORP $850.00%2 -34-94.4% -$1,445 减仓
GT GOODYEAR TIRE & RUBR CO $990.00%15 00.0% — 不变
IETC ISHARES U S ETF TR $1080.00%1 00.0% — 不变
— ISHARES U S ETF TR $1100.00%2 00.0% — 不变
PRCT PROCEPT BIOROBOTICS CORP $1590.00%7 00.0% — 不变
LCID LUCID GROUP INC $1880.00%28 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $2000.00%3 00.0% — 不变
GLIBK LIBERTY CAP CORP $2160.00%10 00.0% — 不变
PHAT PHATHOM PHARMACEUTICALS INC $2170.00%20 00.0% — 不变
RGEN REPLIGEN CORP $2730.00%2 00.0% — 不变
EEFT EURONET WORLDWIDE INC $3660.00%5 -11-68.8% -$805 减仓
VGNT VERSIGENT PLC $3790.00%9 9— $379 新建仓
KD KYNDRYL HOLDINGS $4180.00%37 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC $5050.00%16 00.0% — 不变
CC CHEMOURS CO $5340.00%26 00.0% — 不变
PNR PENTAIR PLC $5370.00%7 -92-92.9% -$7,058 减仓
NFG NATIONAL FUEL GAS CO $6180.00%8 00.0% — 不变
MTUM ISHARES TR $6910.00%2 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $6980.00%8 -176-95.7% -$1.54万 减仓
BBAI BIGBEAR AI HLDGS INC $7340.00%200 -200-50.0% -$734 减仓
JBGS JBG SMITH PPTYS $7490.00%51 00.0% — 不变
DEI DOUGLAS EMMETT INC $7670.00%65 00.0% — 不变
LUV SOUTHWEST AIRLS CO $7830.00%15 -20-57.1% -$1,044 减仓
PRGO PERRIGO CO PLC $7900.00%76 00.0% — 不变
NEU NEWMARKET CORP $7920.00%1 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $8280.00%7 -20-74.1% -$2,366 减仓
SUI SUN CMNTYS INC $8400.00%7 -11-61.1% -$1,320 减仓
ENOV ENOVIS CORPORATION $8700.00%42 -28-40.0% -$580 减仓