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 |
|---|---|---|---|---|---|---|---|---|
| BF/B | BROWN FORMAN CORP | $926 | 0.00% | 35 | 4 | 12.9% | $106 | 加仓 |
| — | AMPLIFY ETF TR | $898 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $894 | 0.00% | 164 | 164 | — | $894 | 新建仓 |
| ALT | ALTIMMUNE INC | $881 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $874 | 0.00% | 12 | 12 | — | $874 | 新建仓 |
| GNTX | GENTEX CORP | $853 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $852 | 0.00% | 21 | 21 | — | $852 | 新建仓 |
| NDAQ | NASDAQ INC | $849 | 0.00% | 10 | -22 | -68.8% | -$1,868 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $847 | 0.00% | 2 | 2 | — | $847 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $825 | 0.00% | 5 | 3 | 150.0% | $495 | 加仓 |
| WLK | WESTLAKE CORPORATION | $818 | 0.00% | 7 | 7 | — | $818 | 新建仓 |
| PRGO | PERRIGO CO PLC | $817 | 0.00% | 76 | -432 | -85.0% | -$4,644 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $812 | 0.00% | 54 | 54 | — | $812 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $799 | 0.00% | 6 | 6 | — | $799 | 新建仓 |
| VICI | VICI PPTYS INC | $793 | 0.00% | 29 | -379 | -92.9% | -$1.04万 | 减仓 |
| UI | UBIQUITI INC | $791 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| WU | WESTERN UN CO | $786 | 0.00% | 90 | 90 | — | $786 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $784 | 0.00% | 26 | -101 | -79.5% | -$3,046 | 减仓 |
| RKLB | ROCKET LAB CORP | $771 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $767 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $752 | 0.00% | 8 | 8 | — | $752 | 新建仓 |
| JBGS | JBG SMITH PPTYS | $746 | 0.00% | 51 | 51 | — | $746 | 新建仓 |
| URI | UNITED RENTALS INC | $729 | 0.00% | 1 | -2 | -66.7% | -$1,458 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $725 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $709 | 0.00% | 6 | -65 | -91.5% | -$7,681 | 减仓 |
| SHC | SOTERA HEALTH CO | $703 | 0.00% | 49 | -62 | -55.9% | -$890 | 减仓 |
| M | MACYS INC | $688 | 0.00% | 38 | -13 | -25.5% | -$235 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $685 | 0.00% | 2 | -13 | -86.7% | -$4,452 | 减仓 |
| NEU | NEWMARKET CORP | $641 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $630 | 0.00% | 17 | 17 | — | $630 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $625 | 0.00% | 36 | 36 | — | $625 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $620 | 0.00% | 33 | 33 | — | $620 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $613 | 0.00% | 65 | 65 | — | $613 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $596 | 0.00% | 8 | -2 | -20.0% | -$149 | 减仓 |
| CC | CHEMOURS CO | $573 | 0.00% | 26 | 26 | — | $573 | 新建仓 |
| GLOB | GLOBANT S A | $554 | 0.00% | 12 | -29 | -70.7% | -$1,339 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $549 | 0.00% | 10 | -16 | -61.5% | -$878 | 减仓 |
| DHI | D R HORTON INC | $549 | 0.00% | 4 | 4 | — | $549 | 新建仓 |
| L | LOEWS CORP | $534 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $532 | 0.00% | 5 | -695 | -99.3% | -$7.39万 | 重新持有 |
| XRAY | DENTSPLY SIRONA INC | $522 | 0.00% | 45 | 4 | 9.8% | $46 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $493 | 0.00% | 3 | -18 | -85.7% | -$2,958 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $487 | 0.00% | 69 | 69 | — | $487 | 新建仓 |
| KD | KYNDRYL HOLDINGS | $485 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $483 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $461 | 0.00% | 77 | -1,118 | -93.6% | -$6,693 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $461 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $450 | 0.00% | 17 | -33 | -66.0% | -$874 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $430 | 0.00% | 47 | 47 | — | $430 | 新建仓 |
| HSY | HERSHEY CO | $427 | 0.00% | 2 | -2 | -50.0% | -$427 | 重新持有 |
| ZS | ZSCALER INC | $421 | 0.00% | 3 | 2 | 200.0% | $281 | 加仓 |
| GLIBK | GCI LIBERTY INC | $373 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $339 | 0.00% | 8 | -43 | -84.3% | -$1,822 | 减仓 |
| BAX | BAXTER INTL INC | $336 | 0.00% | 20 | -754 | -97.4% | -$1.27万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $299 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $283 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $280 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $269 | 0.00% | 14 | 14 | — | $269 | 新建仓 |
| LCID | LUCID GROUP INC | $267 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $223 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $176 | 0.00% | 7 | 5 | 250.0% | $126 | 加仓 |
| — | VERITONE INC | $121 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $109 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $100 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IETC | ISHARES U S ETF TR | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $54 | 0.00% | 30 | 30 | — | $54 | 新建仓 |
| SLVM | SYLVAMO CORP | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ALIGOS THERAPEUTICS INC | $30 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $20 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $14 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | U S ENERGY CORP DEL | $10 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $6 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GALMED PHARMACEUTICALS LTD | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -716 | -100.0% | -$7.57万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,429 | -100.0% | -$6.96万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -4,390 | -100.0% | -$6.46万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFSL | TFS FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RLI | RLI CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -2,662 | -100.0% | -$4.57万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -288 | -100.0% | -$2.22万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -272 | -100.0% | -$2.18万 | 清仓 |
| — | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -682 | -100.0% | -$2.11万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -36 | -100.0% | -$1.76万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -718 | -100.0% | -$1.36万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -118 | -100.0% | -$1.07万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -243 | -100.0% | -$9,322 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |