13F 机构持仓

ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK CA · SEC CIK 0001976256

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.4%
FNDX 7.4%
IUSG 6.5%
AVDE 5.2%
SCHX 3.7%
VO 3.3%
AVEM 3.1%
AAPL 2.6%
GOOGL 2.3%
IJR 2.2%

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
GPK GRAPHIC PACKAGING HLDG CO $2,0780.00%209 -1,190-85.1% -$1.18万 减仓
ROIV ROIVANT SCIENCES LTD $2,0780.00%75 00.0% — 不变
MTCH MATCH GROUP INC NEW $2,0580.00%67 3081.1% $921 加仓
BLOK AMPLIFY ETF TR $2,0430.00%41 00.0% — 不变
BG BUNGE GLOBAL SA $2,0360.00%16 16— $2,036 新建仓
PPG PPG INDS INC $2,0310.00%19 -15-44.1% -$1,603 重新持有
UDR UDR INC $2,0270.00%60 1842.9% $608 加仓
RMD RESMED INC $2,0210.00%9 -7-43.8% -$1,572 重新持有
VKTX VIKING THERAPEUTICS INC $2,0180.00%62 00.0% — 不变
PB PROSPERITY BANCSHARES INC $2,0160.00%30 -219-88.0% -$1.47万 减仓
APTV APTIV PLC $2,0140.00%29 17141.7% $1,181 加仓
PRI PRIMERICA INC $2,0040.00%8 00.0% — 不变
WAB WABTEC $2,0000.00%8 8— $2,000 新建仓
APP APPLOVIN CORP $1,9900.00%5 -19-79.2% -$7,562 减仓
VTR VENTAS INC $1,9630.00%24 00.0% — 不变
BURL BURLINGTON STORES INC $1,9530.00%6 6— $1,953 新建仓
FNF FIDELITY NATL FINL INC $1,9480.00%42 32320.0% $1,484 加仓
PAYC PAYCOM SOFTWARE INC $1,9450.00%16 -26-61.9% -$3,161 减仓
SLGN SILGAN HLDGS INC $1,9400.00%50 50— $1,940 新建仓
ICUI ICU MED INC $1,9380.00%15 -8-34.8% -$1,034 减仓
TAP MOLSON COORS BEVERAGE CO $1,8950.00%44 -301-87.2% -$1.30万 减仓
APO APOLLO GLOBAL MGMT INC $1,8950.00%17 -24-58.5% -$2,675 减仓
BBY BEST BUY INC $1,8620.00%29 -20-40.8% -$1,284 减仓
CHRW C H ROBINSON WORLDWIDE IN $1,8270.00%11 457.1% $664 加仓
RH RH $1,8180.00%13 13— $1,818 新建仓
— LIBERTY BROADBAND CORP $1,8110.00%36 -38-51.4% -$1,912 减仓
PAG PENSKE AUTOMOTIVE GRP INC $1,7950.00%12 -70-85.4% -$1.05万 减仓
UGI UGI CORP NEW $1,7850.00%49 49— $1,785 新建仓
WAL WESTERN ALLIANCE BANCORP $1,7720.00%25 25— $1,772 新建仓
RBRK RUBRIK INC. $1,7630.00%36 36— $1,763 新建仓
SW SMURFIT WESTROCK PLC $1,7540.00%44 26144.4% $1,036 加仓
ALLE ALLEGION PLC $1,7440.00%12 12— $1,744 新建仓
SMMT SUMMIT THERAPEUTICS INC $1,7260.00%91 91— $1,726 新建仓
LDOS LEIDOS HOLDINGS INC $1,7110.00%11 -13-54.2% -$2,022 减仓
WING WINGSTOP INC $1,7050.00%11 11— $1,705 新建仓
CDW CDW CORP $1,6950.00%14 -4-22.2% -$484 重新持有
GGG GRACO INC $1,6930.00%20 533.3% $423 加仓
CNM CORE & MAIN INC $1,6800.00%34 34— $1,680 新建仓
SF STIFEL FINL CORP $1,6270.00%22 -0-2.2% -$37 减仓
DCI DONALDSON INC $1,6130.00%19 00.0% — 不变
SAM BOSTON BEER INC $1,6130.00%7 7— $1,613 新建仓
NDSN NORDSON CORP $1,5970.00%6 00.0% — 不变
ENOV ENOVIS CORPORATION $1,5930.00%70 63900.0% $1,434 加仓
O REALTY INCOME CORP $1,5910.00%26 00.0% — 不变
MAN MANPOWERGROUP INC WIS $1,5910.00%54 612.5% $177 重新持有
POST POST HLDGS INC $1,5820.00%16 -8-33.3% -$791 减仓
VSAT VIASAT INC $1,5580.00%34 34— $1,558 新建仓
XPO XPO INC $1,5570.00%8 360.0% $584 加仓
KNF KNIFE RIVER CORP $1,5520.00%19 19— $1,552 新建仓
OTIS OTIS WORLDWIDE CORP $1,5420.00%20 -351-94.6% -$2.71万 减仓
PFGC PERFORMANCE FOOD GROUP CO $1,5420.00%18 00.0% — 不变
FITB FIFTH THIRD BANCORP $1,5340.00%33 18120.0% $837 重新持有
DAR DARLING INGREDIENTS INC $1,4850.00%24 1071.4% $619 加仓
TER TERADYNE INC $1,4830.00%5 5— $1,483 新建仓
FND FLOOR & DECOR HLDGS INC $1,4740.00%29 1052.6% $508 加仓
MDB MONGODB INC $1,4690.00%6 6— $1,469 新建仓
WY WEYERHAEUSER CO $1,4660.00%60 60— $1,466 新建仓
OGS ONE GAS INC $1,4650.00%17 00.0% — 不变
WRB BERKLEY W R CORP $1,4590.00%22 18450.0% $1,194 加仓
APG API GROUP CORP $1,4590.00%36 36— $1,459 新建仓
HE HAWAIIAN ELEC INDS INC MTN B $1,4550.00%98 59151.3% $876 加仓
ASH ASHLAND INC $1,4460.00%26 26— $1,446 新建仓
ACM AECOM $1,4420.00%17 -169-90.9% -$1.43万 减仓
SLG SL GREEN RLTY CORP $1,4410.00%39 39— $1,441 新建仓
BBAI BIGBEAR AI HLDGS INC $1,4080.00%400 00.0% — 不变
REXR REXFORD INDL RLTY INC $1,4080.00%43 -6,157-99.3% -$20.16万 重新持有
CRH CRH PLC $1,3670.00%13 13— $1,367 新建仓
AMKR AMKOR TECHNOLOGY INC $1,3510.00%30 30— $1,351 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1,3270.00%17 -99-85.3% -$7,728 减仓
LUV SOUTHWEST AIRLS CO $1,3240.00%35 20133.3% $757 加仓
RJF RAYMOND JAMES FINL INC $1,3040.00%9 112.5% $145 加仓
AVAV AEROVIRONMENT INC $1,2820.00%7 7— $1,282 新建仓
FLO FLOWERS FOODS INC $1,2560.00%154 -51-24.9% -$416 减仓
IP INTERNATIONAL PAPER CO $1,2500.00%35 23191.7% $821 加仓
MKC MCCORMICK & CO INC $1,2270.00%24 24— $1,227 新建仓
EPAM EPAM SYS INC $1,2190.00%9 -21-70.0% -$2,844 减仓
NVCR NOVOCURE LTD $1,2100.00%111 -106-48.8% -$1,155 减仓
GMED GLOBUS MED INC $1,2070.00%14 10250.0% $862 加仓
LOAR LOAR HOLDINGS INC $1,2040.00%21 21— $1,204 新建仓
WAT WATERS CORP $1,1920.00%4 2100.0% $596 加仓
AES AES CORP $1,1910.00%84 2850.0% $397 加仓
OC OWENS CORNING NEW $1,1910.00%11 -29-72.5% -$3,140 重新持有
SGI SOMNIGROUP INTERNATIONAL INC $1,1830.00%16 -72-81.8% -$5,324 重新持有
OSK OSHKOSH CORP $1,1780.00%8 360.0% $442 重新持有
NSC NORFOLK SOUTHN CORP $1,1480.00%4 00.0% — 不变
BWA BORGWARNER INC $1,1400.00%21 21— $1,140 新建仓
DRVN DRIVEN BRANDS HLDGS INC $1,1100.00%88 -2-2.2% -$25 重新持有
HEI HEICO CORP NEW $1,0970.00%4 -20-83.3% -$5,485 减仓
CACI CACI INTL INC $1,0880.00%2 00.0% — 不变
EEFT EURONET WORLDWIDE INC $1,0620.00%16 16— $1,062 新建仓
SJM SMUCKER J M CO $1,0610.00%11 11— $1,061 新建仓
— SIREN ETF TR $1,0500.00%50 00.0% — 不变
PCAR PACCAR INC $1,0400.00%9 9— $1,040 新建仓
SKYD PARAMOUNT SKYDANCE CORP $1,0380.00%115 115— $1,038 新建仓
KKR KKR & CO INC $1,0180.00%11 -2,932-99.6% -$27.13万 减仓
POOL POOL CORP $1,0120.00%5 5— $1,012 新建仓
CRI CARTERS INC $1,0020.00%28 00.0% — 不变
EG EVEREST GROUP LTD $9810.00%3 00.0% — 重新持有
LEA LEAR CORP $9690.00%8 8— $969 新建仓
CINF CINCINNATI FINL CORP $9450.00%6 00.0% — 不变