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
CBOE CBOE GLOBAL MKTS INC $5,3390.00%22 11100.0% $2,670 加仓
PR PERMIAN RESOURCES CORP $5,2840.00%287 287— $5,284 新建仓
GRMN GARMIN LTD $5,2260.00%22 -4-15.4% -$950 减仓
FOXA FOX CORP $5,2160.00%100 56127.3% $2,921 重新持有
FSLR FIRST SOLAR INC $5,1920.00%22 22— $5,192 新建仓
DTE DTE ENERGY CO $5,1810.00%34 00.0% — 不变
— LIBERTY CAP CORP $5,1690.00%236 236— $5,169 新建仓
HEI/A HEICO CORP NEW $5,1590.00%20 20— $5,159 新建仓
TECH BIO-TECHNE CORP $5,1580.00%73 2965.9% $2,049 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $5,0940.00%50 00.0% — 不变
RITM RITHM CAPITAL CORP $5,0620.00%539 -4,461-89.2% -$4.19万 重新持有
LBTYK LIBERTY GLOBAL LTD $5,0600.00%460 -242-34.5% -$2,662 减仓
PEN PENUMBRA INC $5,0520.00%16 00.0% — 不变
HYS PIMCO ETF TR $5,0510.00%54 00.0% — 不变
LNT ALLIANT ENERGY CORP $5,0360.00%66 1222.2% $916 加仓
RJF RAYMOND JAMES FINL INC $5,0170.00%33 24266.7% $3,649 加仓
ENB ENBRIDGE INC $4,9880.00%92 92— $4,988 新建仓
RKLB ROCKET LAB CORP $4,9810.00%49 37308.3% $3,761 加仓
CNP CENTERPOINT ENERGY INC $4,9770.00%113 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC $4,9660.00%47 47— $4,966 新建仓
RF REGIONS FINANCIAL CORP NEW $4,9530.00%164 7278.3% $2,174 加仓
CBSH COMMERCE BANCSHARES INC $4,9090.00%85 79.0% $404 加仓
RBRK RUBRIK INC. $4,8980.00%61 2569.4% $2,007 加仓
AES AES CORP $4,8890.00%333 249296.4% $3,656 加仓
NVMI NOVA LTD $4,8870.00%9 9— $4,887 新建仓
AMKR AMKOR TECHNOLOGY INC $4,8290.00%56 2686.7% $2,242 加仓
CAI CARIS LIFE SCIENCES INC $4,8120.00%270 270— $4,812 新建仓
APPF APPFOLIO INC $4,8110.00%30 30— $4,811 新建仓
GPN GLOBAL PMTS INC $4,7890.00%66 -6-8.3% -$435 减仓
MICC MAGNUM ICE CREAM CO NV $4,7880.00%275 275— $4,788 新建仓
HTHT H WORLD GROUP LTD $4,7570.00%114 114— $4,757 新建仓
COHR COHERENT CORP $4,7340.00%12 12— $4,734 新建仓
HE HAWAIIAN ELEC INDS INC MTN B $4,7090.00%348 250255.1% $3,383 加仓
CELH CELSIUS HLDGS INC $4,6850.00%160 160— $4,685 新建仓
TXRH TEXAS ROADHOUSE INC $4,6380.00%24 24— $4,638 新建仓
TTD THE TRADE DESK INC $4,6290.00%256 -443-63.4% -$8,010 减仓
DG DOLLAR GEN CORP $4,6050.00%40 -13-24.5% -$1,497 减仓
EXLS EXLSERVICE HLDGS INC $4,6040.00%178 5241.3% $1,345 加仓
ELF E L F BEAUTY INC $4,5880.00%62 62— $4,588 新建仓
— TEVA PHARMACEUTICAL INDS LTD $4,5740.00%135 135— $4,574 新建仓
IREN IREN LIMITED $4,5730.00%100 100— $4,573 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $4,5300.00%101 101— $4,530 新建仓
COLM COLUMBIA SPORTSWEAR CO $4,5130.00%73 63630.0% $3,895 加仓
SNN SMITH & NEPHEW PLC $4,4660.00%155 155— $4,466 新建仓
RBLX ROBLOX CORP $4,4600.00%82 82— $4,460 新建仓
EMB ISHARES TR $4,4370.00%46 00.0% — 不变
HODL VANECK BITCOIN ETF $4,4350.00%267 00.0% — 不变
LOGI LOGITECH INTL S A $4,4200.00%47 47— $4,420 新建仓
AER AERCAP HOLDINGS NV $4,3740.00%30 30— $4,374 新建仓
VFC V F CORP $4,3710.00%262 9456.0% $1,568 加仓
ITT ITT INC $4,3510.00%22 00.0% — 不变
ALAB ASTERA LABS INC $4,3480.00%9 9— $4,348 新建仓
GFL GFL ENVIRONMENTAL INC $4,3420.00%118 118— $4,342 新建仓
EQH EQUITABLE HLDGS INC $4,3010.00%98 98— $4,301 新建仓
HR HEALTHCARE RLTY TR $4,2970.00%213 213— $4,297 新建仓
WRB BERKLEY W R CORP $4,2320.00%60 38172.7% $2,680 加仓
CZR CAESARS ENTERTAINMENT INC NE $4,2260.00%140 123723.5% $3,713 加仓
MGM MGM RESORTS INTERNATIONAL $4,2080.00%88 1927.5% $909 加仓
WTW WILLIS TOWERS WATSON PLC LTD $4,1820.00%16 -7-30.4% -$1,830 减仓
JHX JAMES HARDIE INDS PLC $4,1630.00%159 159— $4,163 新建仓
FCNCA FIRST CTZNS BANCSHARES INC D $4,1620.00%2 -1-33.3% -$2,081 重新持有
SW SMURFIT WESTROCK PLC $4,1180.00%89 45102.3% $2,082 加仓
AMTM AMENTUM HOLDINGS INC $4,1140.00%199 199— $4,114 新建仓
FTI TECHNIPFMC PLC $4,1110.00%62 62— $4,111 新建仓
IDA IDACORP INC $4,0860.00%27 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $4,0810.00%120 3337.9% $1,122 加仓
ROIV ROIVANT SCIENCES LTD $4,0700.00%115 4053.3% $1,416 加仓
— FRANKLIN TEMPLETON HOLDINGS $4,0570.00%76 11.3% $53 加仓
BSAC BANCO SANTANDER CHILE NEW $4,0510.00%123 123— $4,051 新建仓
DINO HF SINCLAIR CORP $4,0400.00%58 58— $4,040 新建仓
TFII TFI INTERNATIONAL INC $4,0200.00%28 28— $4,020 新建仓
RBA RB GLOBAL INC $3,9600.00%34 34— $3,960 新建仓
ALC ALCON AG $3,9590.00%59 59— $3,959 新建仓
SLG SL GREEN RLTY CORP $3,9350.00%76 3794.9% $1,916 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $3,8910.00%52 52— $3,891 新建仓
SARO STANDARDAERO INC $3,8890.00%130 130— $3,889 新建仓
VKTX VIKING THERAPEUTICS INC $3,8620.00%99 3759.7% $1,443 加仓
TRP TC ENERGY CORP $3,8450.00%58 58— $3,845 新建仓
CAR AVIS BUDGET GROUP INC $3,8440.00%26 19271.4% $2,809 重新持有
NU NU HLDGS LTD $3,8210.00%286 286— $3,821 新建仓
OC OWENS CORNING NEW $3,8160.00%24 13118.2% $2,067 加仓
BYD BOYD GAMING CORP $3,7990.00%43 -26-37.7% -$2,297 减仓
AFG AMERICAN FINANCIAL GROUP INC $3,7790.00%27 950.0% $1,260 加仓
SE SEA LTD $3,7380.00%39 39— $3,738 新建仓
ASR GRUPO AEROPORTUARIO DEL SURE $3,6810.00%12 12— $3,681 新建仓
FNDA SCHWAB STRATEGIC TR $3,6650.00%96 00.0% — 不变
LI LI AUTO INC $3,6630.00%312 312— $3,663 新建仓
VST VISTRA CORP $3,6490.00%23 -23-50.0% -$3,649 减仓
CRH CRH PLC $3,6380.00%34 21161.5% $2,247 加仓
INSM INSMED INC $3,6260.00%34 34— $3,626 新建仓
NTNX NUTANIX INC $3,6190.00%71 -104-59.4% -$5,301 减仓
LPX LOUISIANA PAC CORP $3,6190.00%46 46— $3,619 新建仓
STZ CONSTELLATION BRANDS INC $3,6170.00%26 -9-25.7% -$1,252 减仓
ABVX ABIVAX SA $3,5990.00%27 27— $3,599 新建仓
SOFI SOFI TECHNOLOGIES INC $3,5860.00%200 00.0% — 不变
DECK DECKERS OUTDOOR CORP $3,5750.00%36 00.0% — 不变
KEY KEYCORP $3,5730.00%155 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $3,5440.00%144 2016.1% $492 加仓
SLGN SILGAN HLDGS INC $3,5260.00%76 2652.0% $1,206 加仓
KOF COCA-COLA FEMSA SAB DE CV $3,5070.00%33 33— $3,507 新建仓