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
FITB FIFTH THIRD BANCORP $3,4950.00%62 2987.9% $1,635 加仓
AMT AMERICAN TOWER CORP $3,4350.00%21 -91-81.2% -$1.49万 减仓
LITE LUMENTUM HLDGS INC $3,4330.00%4 4— $3,433 新建仓
CBC CENTRAL BANCOMPANY $3,3730.00%111 111— $3,373 新建仓
SN SHARKNINJA INC $3,3500.00%22 22— $3,350 新建仓
DASH DOORDASH INC $3,3220.00%18 -53-74.6% -$9,781 减仓
AR ANTERO RESOURCES CORP $3,3040.00%94 94— $3,304 新建仓
BILL BILL HOLDINGS INC $3,2910.00%91 -54-37.2% -$1,953 减仓
CHE CHEMED CORP NEW $3,2610.00%7 7— $3,261 新建仓
VIV TELEFONICA BRASIL SA $3,2510.00%247 247— $3,251 新建仓
AMX AMERICA MOVIL SAB DE CV $3,2490.00%125 125— $3,249 新建仓
CPNG COUPANG INC $3,2140.00%185 185— $3,214 新建仓
EMBJ EMBRAER S.A. $3,1900.00%50 50— $3,190 新建仓
MEDP MEDPACE HLDGS INC $3,1780.00%6 120.0% $530 加仓
DOC HEALTHPEAK PROPERTIES INC $3,1680.00%148 -40-21.3% -$856 减仓
SCCO SOUTHERN COPPER CORP $3,1370.00%18 18— $3,137 新建仓
ALK ALASKA AIR GROUP INC $3,1320.00%60 00.0% — 不变
RMD RESMED INC $3,1190.00%16 777.8% $1,365 加仓
UWMC UWM HOLDINGS CORPORATION $3,1030.00%1,355 675.2% $153 加仓
BOH BANK HAWAII CORP $3,0970.00%38 00.0% — 不变
TECK TECK RESOURCES LTD $3,0920.00%52 52— $3,092 新建仓
CRS CARPENTER TECHNOLOGY CORP $3,0850.00%5 5— $3,085 新建仓
FMX FOMENTO ECONOMICO MEXICANO S $3,0700.00%24 24— $3,070 新建仓
ROP ROPER TECHNOLOGIES INC $3,0460.00%9 -53-85.5% -$1.79万 减仓
WIX WIX COM LTD $3,0400.00%67 67— $3,040 新建仓
VIK VIKING HOLDINGS LTD $3,0360.00%29 29— $3,036 新建仓
JBS JBS N.V. $3,0340.00%256 256— $3,034 新建仓
JKHY HENRY JACK & ASSOC INC $3,0310.00%22 -42-65.6% -$5,786 减仓
ESNT ESSENT GROUP LTD $3,0220.00%47 00.0% — 不变
ROL ROLLINS INC $2,9640.00%71 2347.9% $960 加仓
PBA PEMBINA PIPELINE CORP $2,9600.00%64 64— $2,960 新建仓
TRU TRANSUNION $2,9580.00%41 -2-4.7% -$144 减仓
PSN PARSONS CORP DEL $2,9340.00%56 56— $2,934 新建仓
VIPS VIPSHOP HLDGS LTD $2,9310.00%221 221— $2,931 新建仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $2,9270.00%313 313— $2,927 新建仓
AAON AAON INC $2,9180.00%23 23— $2,918 新建仓
METC RAMACO RES INC $2,8850.00%218 00.0% — 不变
FHI FEDERATED HERMES INC $2,8720.00%52 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $2,8460.00%97 -45-31.7% -$1,320 减仓
HMY HARMONY GOLD MNG LTD $2,8450.00%187 187— $2,845 新建仓
TKO TKO GROUP HOLDINGS INC $2,8190.00%14 -14-50.0% -$2,819 减仓
BAX BAXTER INTL INC $2,8150.00%132 112560.0% $2,388 加仓
RVMD REVOLUTION MEDICINES INC $2,8100.00%15 15— $2,810 新建仓
PAC GRUPO AEROPORTUNARIO DEL PAC $2,7850.00%11 11— $2,785 新建仓
LDOS LEIDOS HOLDINGS INC $2,7810.00%27 16145.5% $1,648 加仓
RKT ROCKET COS INC $2,7570.00%175 175— $2,757 新建仓
DXC DXC TECHNOLOGY CO $2,7350.00%309 309— $2,735 新建仓
CHD CHURCH & DWIGHT CO INC $2,7230.00%28 00.0% — 不变
ALB ALBEMARLE CORP $2,7010.00%20 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $2,6900.00%47 -353-88.2% -$2.02万 减仓
B BARRICK MNG CORP $2,6820.00%73 73— $2,682 新建仓
CMS CMS ENERGY CORP $2,6780.00%35 00.0% — 不变
INSP INSPIRE MED SYS INC $2,6770.00%60 60— $2,677 新建仓
TDY TELEDYNE TECHNOLOGIES INC $2,6680.00%4 00.0% — 不变
BVN COMPANIA DE MINAS BUENAVENTU $2,6660.00%91 91— $2,666 新建仓
— PLDT INC $2,6640.00%152 152— $2,664 新建仓
SAM BOSTON BEER INC $2,6560.00%15 8114.3% $1,417 加仓
AZN ASTRAZENECA PLC $2,6550.00%14 00.0% — 不变
WAT WATERS CORP $2,6260.00%7 375.0% $1,125 加仓
TEM TEMPUS AI INC $2,6070.00%45 45— $2,607 新建仓
PBF PBF ENERGY INC $2,5950.00%57 00.0% — 不变
BLOK AMPLIFY ETF TR $2,5680.00%41 00.0% — 不变
TU TELUS CORPORATION $2,5370.00%240 240— $2,537 新建仓
TAL TAL ED GROUP $2,5370.00%265 265— $2,537 新建仓
QUAL ISHARES TR $2,5230.00%11 00.0% — 不变
BZ KANZHUN LIMITED $2,5230.00%196 196— $2,523 新建仓
OMAB GRUPO AEROPORTUARIO DEL CENT $2,4880.00%22 22— $2,488 新建仓
XPO XPO INC $2,4640.00%12 450.0% $821 加仓
FTAI FTAI AVIATION LTD $2,4350.00%9 9— $2,435 新建仓
PRFZ INVESCO EXCHANGE TRADED FD T $2,3990.00%43 -18-29.5% -$1,004 减仓
LECO LINCOLN ELEC HLDGS INC $2,3900.00%9 00.0% — 不变
OMF ONEMAIN HLDGS INC $2,3780.00%39 -76-66.1% -$4,634 减仓
DPZ DOMINOS PIZZA INC $2,3690.00%8 -5-38.5% -$1,481 减仓
MDLN MEDLINE INC $2,3670.00%60 60— $2,367 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $2,3600.00%14 14— $2,360 新建仓
WMS ADVANCED DRAIN SYS INC DEL $2,3550.00%15 -3-16.7% -$471 减仓
CAVA CAVA GROUP INC $2,3550.00%30 30— $2,355 新建仓
GDS GDS HLDGS LTD $2,3430.00%78 78— $2,343 新建仓
MLI MUELLER INDS INC $2,3360.00%19 19— $2,336 新建仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $2,3150.00%26 26— $2,315 新建仓
CAE CAE INC $2,3060.00%92 92— $2,306 新建仓
TLN TALEN ENERGY CORP $2,3060.00%6 6— $2,306 新建仓
CBRE CBRE GROUP INC $2,2900.00%17 -1-5.6% -$135 减仓
ADT ADT INC DEL $2,2690.00%349 -2,190-86.3% -$1.42万 减仓
URI UNITED RENTALS INC $2,2660.00%2 1100.0% $1,133 加仓
NET CLOUDFLARE INC $2,2080.00%9 9— $2,208 新建仓
HALO HALOZYME THERAPEUTICS INC $2,1920.00%28 -91-76.5% -$7,124 重新持有
FWONA LIBERTY MEDIA CORP DEL $2,1890.00%25 25— $2,189 新建仓
SKYD PARAMOUNT SKYDANCE CORP $2,1800.00%221 10692.2% $1,046 加仓
HUN HUNTSMAN CORP $2,1780.00%205 00.0% — 不变
KEX KIRBY CORP $2,1760.00%16 16— $2,176 新建仓
WAB WABTEC $2,1570.00%8 00.0% — 不变
TPG TPG INC $2,1500.00%53 -253-82.7% -$1.03万 减仓
HEI HEICO CORP NEW $2,1380.00%6 250.0% $713 加仓
HSY HERSHEY CO $2,1150.00%12 10500.0% $1,762 加仓
FND FLOOR & DECOR HLDGS INC $2,0780.00%35 620.7% $356 加仓
WTM WHITE MTNS INS GROUP LTD $2,0740.00%1 00.0% — 不变
AUR AURORA INNOVATION INC $2,0600.00%302 302— $2,060 新建仓
SHOP SHOPIFY INC $2,0560.00%18 18— $2,056 新建仓
TEL TE CONNECTIVITY PLC $2,0170.00%10 -2-16.7% -$403 减仓