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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $26.11万 | 0.09% | 2,709 | 49 | 1.8% | $4,723 | 加仓 |
| IWD | ISHARES TR | $26.07万 | 0.09% | 1,220 | 5 | 0.4% | $1,068 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.82万 | 0.09% | 5,706 | -2,088 | -26.8% | -$9.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.44万 | 0.09% | 1,692 | 16 | 1.0% | $2,312 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $24.18万 | 0.09% | 2,573 | 75 | 3.0% | $7,048 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $23.54万 | 0.08% | 22,574 | -1,376 | -5.7% | -$1.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.48万 | 0.08% | 2,287 | 96 | 4.4% | $9,856 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.27万 | 0.08% | 275 | 2 | 0.7% | $1,692 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $23.07万 | 0.08% | 1,762 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.66万 | 0.08% | 1,459 | 45 | 3.2% | $6,988 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.45万 | 0.08% | 7,706 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $22.43万 | 0.08% | 1,851 | 9 | 0.5% | $1,091 | 加仓 |
| IVE | ISHARES TR | $21.33万 | 0.08% | 1,010 | 3 | 0.3% | $634 | 加仓 |
| KRE | SPDR SERIES TRUST | $21.01万 | 0.08% | 3,225 | -92 | -2.8% | -$5,994 | 减仓 |
| GLD | SPDR GOLD TR | $20.57万 | 0.07% | 478 | -50 | -9.5% | -$2.15万 | 减仓 |
| SMH | VANECK ETF TRUST | $20.43万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.40万 | 0.07% | 1,040 | -164 | -13.6% | -$3.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.22万 | 0.07% | 2,177 | 67 | 3.2% | $6,223 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $19.97万 | 0.07% | 5,063 | 202 | 4.2% | $7,967 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $18.81万 | 0.07% | 1,135 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $18.77万 | 0.07% | 1,815 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $18.25万 | 0.07% | 394 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $18.17万 | 0.07% | 681 | -2 | -0.3% | -$534 | 减仓 |
| BAC | BANK AMERICA CORP | $17.94万 | 0.06% | 3,680 | 122 | 3.4% | $5,948 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $17.14万 | 0.06% | 1,971 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $16.97万 | 0.06% | 1,991 | -166 | -7.7% | -$1.41万 | 减仓 |
| IWO | ISHARES TR | $16.82万 | 0.06% | 536 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $16.12万 | 0.06% | 786 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $15.88万 | 0.06% | 762 | 12 | 1.6% | $2,501 | 加仓 |
| VOT | VANGUARD INDEX FDS | $15.84万 | 0.06% | 615 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $15.83万 | 0.06% | 901 | 223 | 32.9% | $3.92万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $15.72万 | 0.06% | 1,128 | -125 | -10.0% | -$1.74万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $15.72万 | 0.06% | 2,773 | 905 | 48.4% | $5.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $15.56万 | 0.06% | 765 | 118 | 18.2% | $2.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $15.31万 | 0.05% | 2,039 | 4 | 0.2% | $300 | 加仓 |
| AIQ | GLOBAL X FDS | $14.84万 | 0.05% | 3,179 | 2 | 0.1% | $93 | 加仓 |
| MRK | MERCK & CO INC | $14.74万 | 0.05% | 1,225 | 29 | 2.4% | $3,489 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $14.62万 | 0.05% | 4,115 | 4 | 0.1% | $142 | 加仓 |
| CSX | CSX CORP | $14.57万 | 0.05% | 3,549 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $14.37万 | 0.05% | 288 | 31 | 12.1% | $1.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $14.31万 | 0.05% | 239 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $14.27万 | 0.05% | 108 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $14.22万 | 0.05% | 2,790 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $14.16万 | 0.05% | 445 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $14.16万 | 0.05% | 4,098 | 4 | 0.1% | $138 | 加仓 |
| C | CITIGROUP INC | $13.59万 | 0.05% | 1,198 | 7 | 0.6% | $794 | 加仓 |
| SHLD | GLOBAL X FDS | $13.45万 | 0.05% | 1,898 | 6 | 0.3% | $425 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $13.36万 | 0.05% | 7,527 | 45 | 0.6% | $799 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $13.22万 | 0.05% | 3,493 | 51 | 1.5% | $1,930 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $13.08万 | 0.05% | 641 | 3 | 0.5% | $612 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $13.08万 | 0.05% | 892 | 2 | 0.2% | $293 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $12.86万 | 0.05% | 3,360 | -360 | -9.7% | -$1.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $12.85万 | 0.05% | 530 | -25 | -4.5% | -$6,063 | 减仓 |
| IGM | ISHARES TR | $12.59万 | 0.05% | 1,062 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $12.39万 | 0.04% | 1,251 | 68 | 5.7% | $6,736 | 加仓 |
| IWS | ISHARES TR | $12.33万 | 0.04% | 846 | 3 | 0.4% | $437 | 加仓 |
| — | PROSHARES TR | $12.30万 | 0.04% | 2,865 | 13 | 0.5% | $558 | 加仓 |
| WMT | WALMART INC | $12.07万 | 0.04% | 971 | 72 | 8.0% | $8,948 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $11.84万 | 0.04% | 2,339 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $11.75万 | 0.04% | 1,222 | -104 | -7.8% | -$1.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $11.39万 | 0.04% | 163 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $11.22万 | 0.04% | 1,744 | 366 | 26.6% | $2.36万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $10.38万 | 0.04% | 1,754 | 46 | 2.7% | $2,721 | 加仓 |
| AOA | ISHARES TR | $10.36万 | 0.04% | 1,170 | -33 | -2.7% | -$2,921 | 减仓 |
| CSCO | CISCO SYS INC | $10.27万 | 0.04% | 1,324 | 30 | 2.3% | $2,328 | 加仓 |
| VIS | VANGUARD WORLD FD | $10.20万 | 0.04% | 327 | 1 | 0.3% | $312 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $9.91万 | 0.04% | 2,007 | 10 | 0.5% | $494 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $9.85万 | 0.04% | 1,256 | 7 | 0.6% | $549 | 加仓 |
| MMM | 3M CO | $9.76万 | 0.03% | 672 | 7 | 1.1% | $1,017 | 加仓 |
| AMGN | AMGEN INC | $9.71万 | 0.03% | 276 | -26 | -8.6% | -$9,148 | 减仓 |
| WM | WASTE MGMT INC DEL | $9.70万 | 0.03% | 422 | -132 | -23.8% | -$3.03万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $9.67万 | 0.03% | 1,678 | 70 | 4.4% | $4,035 | 加仓 |
| AMLP | ALPS ETF TR | $9.63万 | 0.03% | 1,829 | -154 | -7.8% | -$8,105 | 减仓 |
| IJH | ISHARES TR | $9.42万 | 0.03% | 1,395 | -117 | -7.7% | -$7,901 | 减仓 |
| IWR | ISHARES TR | $9.38万 | 0.03% | 965 | -192 | -16.6% | -$1.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.29万 | 0.03% | 275 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $9.27万 | 0.03% | 911 | 2 | 0.2% | $203 | 加仓 |
| CAT | CATERPILLAR INC | $9.25万 | 0.03% | 131 | 1 | 0.8% | $706 | 加仓 |
| T | AT&T INC | $9.16万 | 0.03% | 3,158 | 575 | 22.3% | $1.67万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $9.07万 | 0.03% | 1,395 | 986 | 241.1% | $6.41万 | 加仓 |
| TWLO | TWILIO INC | $8.93万 | 0.03% | 710 | 379 | 114.5% | $4.77万 | 加仓 |
| REET | ISHARES TR | $8.86万 | 0.03% | 3,523 | 11 | 0.3% | $277 | 加仓 |
| TJX | TJX COS INC NEW | $8.83万 | 0.03% | 553 | 19 | 3.6% | $3,034 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $8.07万 | 0.03% | 1,739 | 394 | 29.3% | $1.83万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $8.05万 | 0.03% | 1,695 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $7.95万 | 0.03% | 1,532 | 325 | 26.9% | $1.69万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $7.65万 | 0.03% | 438 | 340 | 346.9% | $5.94万 | 加仓 |
| SCZ | ISHARES TR | $7.55万 | 0.03% | 963 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $7.53万 | 0.03% | 665 | 162 | 32.2% | $1.83万 | 加仓 |
| INTC | INTEL CORP | $7.52万 | 0.03% | 1,704 | 98 | 6.1% | $4,324 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $7.48万 | 0.03% | 1,011 | 2 | 0.2% | $148 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $7.40万 | 0.03% | 3,101 | 29 | 0.9% | $692 | 加仓 |
| BOND | PIMCO ETF TR | $7.37万 | 0.03% | 799 | 11 | 1.4% | $1,015 | 加仓 |
| BA | BOEING CO | $7.37万 | 0.03% | 370 | 35 | 10.4% | $6,968 | 加仓 |
| IWP | ISHARES TR | $7.36万 | 0.03% | 575 | 1 | 0.2% | $128 | 加仓 |
| DVY | ISHARES TR | $7.23万 | 0.03% | 478 | 3 | 0.6% | $454 | 加仓 |
| LOW | LOWES COS INC | $7.21万 | 0.03% | 305 | 8 | 2.7% | $1,890 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.02万 | 0.03% | 1,157 | 40 | 3.6% | $2,426 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.00万 | 0.03% | 699 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $6.99万 | 0.03% | 2,105 | 0 | 0.0% | — | 不变 |