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 |
|---|---|---|---|---|---|---|---|---|
| CBOE | CBOE GLOBAL MKTS INC | $5,339 | 0.00% | 22 | 11 | 100.0% | $2,670 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $5,284 | 0.00% | 287 | 287 | — | $5,284 | 新建仓 |
| GRMN | GARMIN LTD | $5,226 | 0.00% | 22 | -4 | -15.4% | -$950 | 减仓 |
| FOXA | FOX CORP | $5,216 | 0.00% | 100 | 56 | 127.3% | $2,921 | 重新持有 |
| FSLR | FIRST SOLAR INC | $5,192 | 0.00% | 22 | 22 | — | $5,192 | 新建仓 |
| DTE | DTE ENERGY CO | $5,181 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | LIBERTY CAP CORP | $5,169 | 0.00% | 236 | 236 | — | $5,169 | 新建仓 |
| HEI/A | HEICO CORP NEW | $5,159 | 0.00% | 20 | 20 | — | $5,159 | 新建仓 |
| TECH | BIO-TECHNE CORP | $5,158 | 0.00% | 73 | 29 | 65.9% | $2,049 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $5,094 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $5,062 | 0.00% | 539 | -4,461 | -89.2% | -$4.19万 | 重新持有 |
| LBTYK | LIBERTY GLOBAL LTD | $5,060 | 0.00% | 460 | -242 | -34.5% | -$2,662 | 减仓 |
| PEN | PENUMBRA INC | $5,052 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $5,051 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $5,036 | 0.00% | 66 | 12 | 22.2% | $916 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $5,017 | 0.00% | 33 | 24 | 266.7% | $3,649 | 加仓 |
| ENB | ENBRIDGE INC | $4,988 | 0.00% | 92 | 92 | — | $4,988 | 新建仓 |
| RKLB | ROCKET LAB CORP | $4,981 | 0.00% | 49 | 37 | 308.3% | $3,761 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4,977 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $4,966 | 0.00% | 47 | 47 | — | $4,966 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $4,953 | 0.00% | 164 | 72 | 78.3% | $2,174 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $4,909 | 0.00% | 85 | 7 | 9.0% | $404 | 加仓 |
| RBRK | RUBRIK INC. | $4,898 | 0.00% | 61 | 25 | 69.4% | $2,007 | 加仓 |
| AES | AES CORP | $4,889 | 0.00% | 333 | 249 | 296.4% | $3,656 | 加仓 |
| NVMI | NOVA LTD | $4,887 | 0.00% | 9 | 9 | — | $4,887 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $4,829 | 0.00% | 56 | 26 | 86.7% | $2,242 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $4,812 | 0.00% | 270 | 270 | — | $4,812 | 新建仓 |
| APPF | APPFOLIO INC | $4,811 | 0.00% | 30 | 30 | — | $4,811 | 新建仓 |
| GPN | GLOBAL PMTS INC | $4,789 | 0.00% | 66 | -6 | -8.3% | -$435 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $4,788 | 0.00% | 275 | 275 | — | $4,788 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $4,757 | 0.00% | 114 | 114 | — | $4,757 | 新建仓 |
| COHR | COHERENT CORP | $4,734 | 0.00% | 12 | 12 | — | $4,734 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $4,709 | 0.00% | 348 | 250 | 255.1% | $3,383 | 加仓 |
| CELH | CELSIUS HLDGS INC | $4,685 | 0.00% | 160 | 160 | — | $4,685 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $4,638 | 0.00% | 24 | 24 | — | $4,638 | 新建仓 |
| TTD | THE TRADE DESK INC | $4,629 | 0.00% | 256 | -443 | -63.4% | -$8,010 | 减仓 |
| DG | DOLLAR GEN CORP | $4,605 | 0.00% | 40 | -13 | -24.5% | -$1,497 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $4,604 | 0.00% | 178 | 52 | 41.3% | $1,345 | 加仓 |
| ELF | E L F BEAUTY INC | $4,588 | 0.00% | 62 | 62 | — | $4,588 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4,574 | 0.00% | 135 | 135 | — | $4,574 | 新建仓 |
| IREN | IREN LIMITED | $4,573 | 0.00% | 100 | 100 | — | $4,573 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4,530 | 0.00% | 101 | 101 | — | $4,530 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $4,513 | 0.00% | 73 | 63 | 630.0% | $3,895 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $4,466 | 0.00% | 155 | 155 | — | $4,466 | 新建仓 |
| RBLX | ROBLOX CORP | $4,460 | 0.00% | 82 | 82 | — | $4,460 | 新建仓 |
| EMB | ISHARES TR | $4,437 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $4,435 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $4,420 | 0.00% | 47 | 47 | — | $4,420 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $4,374 | 0.00% | 30 | 30 | — | $4,374 | 新建仓 |
| VFC | V F CORP | $4,371 | 0.00% | 262 | 94 | 56.0% | $1,568 | 加仓 |
| ITT | ITT INC | $4,351 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $4,348 | 0.00% | 9 | 9 | — | $4,348 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $4,342 | 0.00% | 118 | 118 | — | $4,342 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $4,301 | 0.00% | 98 | 98 | — | $4,301 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $4,297 | 0.00% | 213 | 213 | — | $4,297 | 新建仓 |
| WRB | BERKLEY W R CORP | $4,232 | 0.00% | 60 | 38 | 172.7% | $2,680 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $4,226 | 0.00% | 140 | 123 | 723.5% | $3,713 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $4,208 | 0.00% | 88 | 19 | 27.5% | $909 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $4,182 | 0.00% | 16 | -7 | -30.4% | -$1,830 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $4,163 | 0.00% | 159 | 159 | — | $4,163 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4,162 | 0.00% | 2 | -1 | -33.3% | -$2,081 | 重新持有 |
| SW | SMURFIT WESTROCK PLC | $4,118 | 0.00% | 89 | 45 | 102.3% | $2,082 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,114 | 0.00% | 199 | 199 | — | $4,114 | 新建仓 |
| FTI | TECHNIPFMC PLC | $4,111 | 0.00% | 62 | 62 | — | $4,111 | 新建仓 |
| IDA | IDACORP INC | $4,086 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,081 | 0.00% | 120 | 33 | 37.9% | $1,122 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $4,070 | 0.00% | 115 | 40 | 53.3% | $1,416 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $4,057 | 0.00% | 76 | 1 | 1.3% | $53 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $4,051 | 0.00% | 123 | 123 | — | $4,051 | 新建仓 |
| DINO | HF SINCLAIR CORP | $4,040 | 0.00% | 58 | 58 | — | $4,040 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $4,020 | 0.00% | 28 | 28 | — | $4,020 | 新建仓 |
| RBA | RB GLOBAL INC | $3,960 | 0.00% | 34 | 34 | — | $3,960 | 新建仓 |
| ALC | ALCON AG | $3,959 | 0.00% | 59 | 59 | — | $3,959 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $3,935 | 0.00% | 76 | 37 | 94.9% | $1,916 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3,891 | 0.00% | 52 | 52 | — | $3,891 | 新建仓 |
| SARO | STANDARDAERO INC | $3,889 | 0.00% | 130 | 130 | — | $3,889 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $3,862 | 0.00% | 99 | 37 | 59.7% | $1,443 | 加仓 |
| TRP | TC ENERGY CORP | $3,845 | 0.00% | 58 | 58 | — | $3,845 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $3,844 | 0.00% | 26 | 19 | 271.4% | $2,809 | 重新持有 |
| NU | NU HLDGS LTD | $3,821 | 0.00% | 286 | 286 | — | $3,821 | 新建仓 |
| OC | OWENS CORNING NEW | $3,816 | 0.00% | 24 | 13 | 118.2% | $2,067 | 加仓 |
| BYD | BOYD GAMING CORP | $3,799 | 0.00% | 43 | -26 | -37.7% | -$2,297 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,779 | 0.00% | 27 | 9 | 50.0% | $1,260 | 加仓 |
| SE | SEA LTD | $3,738 | 0.00% | 39 | 39 | — | $3,738 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $3,681 | 0.00% | 12 | 12 | — | $3,681 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,665 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $3,663 | 0.00% | 312 | 312 | — | $3,663 | 新建仓 |
| VST | VISTRA CORP | $3,649 | 0.00% | 23 | -23 | -50.0% | -$3,649 | 减仓 |
| CRH | CRH PLC | $3,638 | 0.00% | 34 | 21 | 161.5% | $2,247 | 加仓 |
| INSM | INSMED INC | $3,626 | 0.00% | 34 | 34 | — | $3,626 | 新建仓 |
| NTNX | NUTANIX INC | $3,619 | 0.00% | 71 | -104 | -59.4% | -$5,301 | 减仓 |
| LPX | LOUISIANA PAC CORP | $3,619 | 0.00% | 46 | 46 | — | $3,619 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $3,617 | 0.00% | 26 | -9 | -25.7% | -$1,252 | 减仓 |
| ABVX | ABIVAX SA | $3,599 | 0.00% | 27 | 27 | — | $3,599 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3,586 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3,575 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3,573 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,544 | 0.00% | 144 | 20 | 16.1% | $492 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,526 | 0.00% | 76 | 26 | 52.0% | $1,206 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $3,507 | 0.00% | 33 | 33 | — | $3,507 | 新建仓 |