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 |
|---|---|---|---|---|---|---|---|---|
| MRNA | MODERNA INC | $7,564 | 0.00% | 108 | -7 | -6.1% | -$490 | 减仓 |
| MCK | MCKESSON CORP | $7,556 | 0.00% | 10 | 1 | 11.1% | $756 | 加仓 |
| TSN | TYSON FOODS INC | $7,500 | 0.00% | 131 | -4 | -3.0% | -$229 | 减仓 |
| UGI | UGI CORP NEW | $7,496 | 0.00% | 217 | 168 | 342.9% | $5,803 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $7,485 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $7,485 | 0.00% | 33 | 33 | — | $7,485 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $7,476 | 0.00% | 77 | 9 | 13.2% | $874 | 加仓 |
| EME | EMCOR GROUP INC | $7,469 | 0.00% | 9 | 4 | 80.0% | $3,320 | 加仓 |
| WHR | WHIRLPOOL CORP | $7,451 | 0.00% | 189 | 189 | — | $7,451 | 新建仓 |
| LII | LENNOX INTL INC | $7,449 | 0.00% | 13 | -1 | -7.1% | -$573 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $7,444 | 0.00% | 88 | -111 | -55.8% | -$9,390 | 减仓 |
| HAS | HASBRO INC | $7,434 | 0.00% | 90 | 41 | 83.7% | $3,387 | 加仓 |
| EQNR | EQUINOR ASA | $7,411 | 0.00% | 236 | 236 | — | $7,411 | 新建仓 |
| OGN | ORGANON & CO | $7,384 | 0.00% | 545 | 468 | 607.8% | $6,341 | 加仓 |
| APTV | APTIV PLC | $7,366 | 0.00% | 120 | 91 | 313.8% | $5,586 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $7,326 | 0.00% | 657 | -199 | -23.2% | -$2,219 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $7,263 | 0.00% | 22 | 7 | 46.7% | $2,311 | 加仓 |
| PATH | UIPATH INC | $7,229 | 0.00% | 665 | 665 | — | $7,229 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $7,212 | 0.00% | 211 | 133 | 170.5% | $4,546 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $7,207 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $7,188 | 0.00% | 111 | 111 | — | $7,188 | 新建仓 |
| BWA | BORGWARNER INC | $7,172 | 0.00% | 108 | 87 | 414.3% | $5,777 | 加仓 |
| S | SENTINELONE INC | $7,162 | 0.00% | 422 | 422 | — | $7,162 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,148 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $7,136 | 0.00% | 218 | -530 | -70.9% | -$1.73万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $7,107 | 0.00% | 252 | -677 | -72.9% | -$1.91万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $7,094 | 0.00% | 425 | 425 | — | $7,094 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $7,086 | 0.00% | 73 | 30 | 69.8% | $2,912 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $7,061 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HLDGS CORP | $7,042 | 0.00% | 244 | 208 | 577.8% | $6,003 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $7,032 | 0.00% | 82 | 10 | 13.9% | $858 | 加仓 |
| LEA | LEAR CORP | $6,972 | 0.00% | 52 | 44 | 550.0% | $5,899 | 加仓 |
| STLD | STEEL DYNAMICS INC | $6,884 | 0.00% | 30 | 18 | 150.0% | $4,130 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $6,884 | 0.00% | 45 | 45 | — | $6,884 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $6,780 | 0.00% | 608 | 608 | — | $6,780 | 新建仓 |
| ETR | ENTERGY CORP NEW | $6,777 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $6,744 | 0.00% | 248 | 248 | — | $6,744 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $6,736 | 0.00% | 163 | 65 | 66.3% | $2,686 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,711 | 0.00% | 49 | -67 | -57.8% | -$9,176 | 减仓 |
| CVE | CENOVUS ENERGY INC | $6,699 | 0.00% | 270 | 270 | — | $6,699 | 新建仓 |
| COKE | COCA COLA CONS INC | $6,683 | 0.00% | 35 | 16 | 84.2% | $3,055 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $6,678 | 0.00% | 138 | 1 | 0.7% | $48 | 加仓 |
| BEKE | KE HLDGS INC | $6,612 | 0.00% | 455 | 455 | — | $6,612 | 新建仓 |
| TOL | TOLL BROTHERS INC | $6,590 | 0.00% | 40 | 17 | 73.9% | $2,801 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6,578 | 0.00% | 371 | 162 | 77.5% | $2,872 | 加仓 |
| BN | BROOKFIELD CORP | $6,559 | 0.00% | 154 | 154 | — | $6,559 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $6,528 | 0.00% | 119 | 31 | 35.2% | $1,701 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $6,474 | 0.00% | 141 | 141 | — | $6,474 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $6,458 | 0.00% | 26 | -10 | -27.8% | -$2,484 | 重新持有 |
| LAD | LITHIA MTRS INC | $6,391 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $6,351 | 0.00% | 79 | 79 | — | $6,351 | 新建仓 |
| NOK | NOKIA CORP | $6,322 | 0.00% | 476 | 476 | — | $6,322 | 新建仓 |
| CYTK | CYTOKINETICS INC | $6,305 | 0.00% | 74 | 9 | 13.8% | $767 | 重新持有 |
| UAA | UNDER ARMOUR INC | $6,256 | 0.00% | 979 | 979 | — | $6,256 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6,252 | 0.00% | 58 | 4 | 7.4% | $431 | 加仓 |
| VTR | VENTAS INC | $6,216 | 0.00% | 70 | 46 | 191.7% | $4,085 | 加仓 |
| QXO | QXO INC | $6,204 | 0.00% | 359 | 359 | — | $6,204 | 新建仓 |
| E | ENI SPA | $6,139 | 0.00% | 131 | 131 | — | $6,139 | 新建仓 |
| GMAB | GENMAB A/S | $6,126 | 0.00% | 223 | 223 | — | $6,126 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $6,117 | 0.00% | 211 | 1 | 0.5% | $29 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $6,112 | 0.00% | 63 | 17 | 37.0% | $1,649 | 重新持有 |
| LNTH | LANTHEUS HLDGS INC | $6,102 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $6,071 | 0.00% | 202 | 202 | — | $6,071 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $6,068 | 0.00% | 223 | 223 | — | $6,068 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $6,067 | 0.00% | 100 | 83 | 488.2% | $5,036 | 加仓 |
| NI | NISOURCE INC | $6,039 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $6,023 | 0.00% | 47 | 47 | — | $6,023 | 新建仓 |
| RYN | RAYONIER INC | $6,023 | 0.00% | 283 | 282 | 28,200.0% | $6,002 | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION | $6,019 | 0.00% | 66 | 29 | 78.4% | $2,645 | 加仓 |
| STM | STMICROELECTRONICS N V | $5,992 | 0.00% | 80 | 80 | — | $5,992 | 新建仓 |
| SKM | SK TELECOM CO LTD | $5,918 | 0.00% | 184 | 184 | — | $5,918 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $5,910 | 0.00% | 55 | 17 | 44.7% | $1,827 | 加仓 |
| HXL | HEXCEL CORP NEW | $5,904 | 0.00% | 59 | 59 | — | $5,904 | 新建仓 |
| SAIA | SAIA INC | $5,897 | 0.00% | 14 | 5 | 55.6% | $2,106 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,868 | 0.00% | 36 | 36 | — | $5,868 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $5,856 | 0.00% | 259 | 259 | — | $5,856 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $5,818 | 0.00% | 170 | 73 | 75.3% | $2,498 | 加仓 |
| DDS | DILLARDS INC | $5,813 | 0.00% | 11 | 11 | — | $5,813 | 新建仓 |
| BCH | BANCO DE CHILE | $5,766 | 0.00% | 145 | 145 | — | $5,766 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $5,735 | 0.00% | 34 | 13 | 61.9% | $2,193 | 加仓 |
| TKC | TURKCELL ILETISIM | $5,733 | 0.00% | 975 | 975 | — | $5,733 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,689 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $5,641 | 0.00% | 220 | 220 | — | $5,641 | 新建仓 |
| SLB | SLB LIMITED | $5,626 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $5,626 | 0.00% | 41 | 21 | 105.0% | $2,882 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $5,624 | 0.00% | 51 | 21 | 70.0% | $2,316 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $5,587 | 0.00% | 37 | 37 | — | $5,587 | 新建仓 |
| RACE | FERRARI N V | $5,585 | 0.00% | 15 | 15 | — | $5,585 | 新建仓 |
| ENTG | ENTEGRIS INC | $5,576 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $5,568 | 0.00% | 37 | -40 | -51.9% | -$6,019 | 减仓 |
| ARGX | ARGENX SE | $5,567 | 0.00% | 6 | 6 | — | $5,567 | 新建仓 |
| QGEN | QIAGEN NV | $5,553 | 0.00% | 142 | 142 | — | $5,553 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $5,523 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $5,489 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,459 | 0.00% | 61 | -139 | -69.5% | -$1.24万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $5,459 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $5,455 | 0.00% | 14 | 14 | — | $5,455 | 新建仓 |
| WSO | WATSCO INC | $5,418 | 0.00% | 13 | 3 | 30.0% | $1,250 | 加仓 |
| HAL | HALLIBURTON CO | $5,365 | 0.00% | 158 | 71 | 81.6% | $2,411 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5,348 | 0.00% | 30 | 27 | 900.0% | $4,813 | 重新持有 |