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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $34.95万 | 0.10% | 533 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $34.86万 | 0.10% | 6,480 | -274 | -4.1% | -$1.47万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.44万 | 0.10% | 1,156 | -95 | -7.6% | -$2.83万 | 减仓 |
| NOW | SERVICENOW INC | $33.99万 | 0.10% | 3,424 | 3,383 | 8,251.2% | $33.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $33.62万 | 0.10% | 8,151 | -37 | -0.5% | -$1,526 | 减仓 |
| PEP | PEPSICO INC | $32.61万 | 0.10% | 2,408 | 949 | 65.0% | $12.85万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $31.80万 | 0.10% | 3,881 | 10 | 0.3% | $819 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.35万 | 0.09% | 300 | 25 | 9.1% | $2.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.17万 | 0.09% | 2,058 | 366 | 21.6% | $5.37万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $29.75万 | 0.09% | 786 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.63万 | 0.09% | 840 | -37 | -4.2% | -$1.30万 | 减仓 |
| IWD | ISHARES TR | $29.11万 | 0.09% | 1,201 | -19 | -1.6% | -$4,605 | 减仓 |
| MRK | MERCK & CO INC | $28.42万 | 0.09% | 2,212 | 987 | 80.6% | $12.68万 | 加仓 |
| BA | BOEING CO | $27.04万 | 0.08% | 1,249 | 879 | 237.6% | $19.03万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $26.91万 | 0.08% | 1,426 | -535 | -27.3% | -$10.09万 | 减仓 |
| DIS | DISNEY WALT CO | $26.21万 | 0.08% | 2,723 | 14 | 0.5% | $1,348 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.48万 | 0.08% | 7,528 | -178 | -2.3% | -$6,024 | 减仓 |
| ASML | ASML HLDG NV | $25.27万 | 0.08% | 127 | 19 | 17.6% | $3.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.48万 | 0.07% | 1,934 | 172 | 9.8% | $2.18万 | 加仓 |
| TGT | TARGET CORP | $24.27万 | 0.07% | 1,858 | 7 | 0.4% | $914 | 加仓 |
| KRE | SPDR SERIES TRUST | $24.14万 | 0.07% | 3,225 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $23.53万 | 0.07% | 4,129 | 449 | 12.2% | $2.56万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $23.35万 | 0.07% | 2,531 | -42 | -1.6% | -$3,875 | 减仓 |
| IVE | ISHARES TR | $23.03万 | 0.07% | 1,014 | 4 | 0.4% | $909 | 加仓 |
| VTV | VANGUARD INDEX FDS | $22.66万 | 0.07% | 1,040 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.45万 | 0.07% | 470 | 195 | 70.9% | $9.31万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $22.44万 | 0.07% | 2,448 | 457 | 23.0% | $4.19万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $21.88万 | 0.07% | 1,971 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $21.69万 | 0.06% | 1,550 | 352 | 29.4% | $4.93万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.52万 | 0.06% | 412 | 18 | 4.6% | $9,403 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.26万 | 0.06% | 1,822 | -762 | -29.5% | -$8.89万 | 减仓 |
| IWO | ISHARES TR | $21.12万 | 0.06% | 536 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $21.04万 | 0.06% | 5,710 | 4,083 | 251.0% | $15.04万 | 加仓 |
| AIQ | GLOBAL X FDS | $20.86万 | 0.06% | 3,179 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $20.69万 | 0.06% | 521 | 76 | 17.1% | $3.02万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $20.57万 | 0.06% | 5,127 | 64 | 1.3% | $2,568 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.49万 | 0.06% | 2,258 | -29 | -1.3% | -$2,631 | 减仓 |
| TWLO | TWILIO INC | $20.34万 | 0.06% | 986 | 276 | 38.9% | $5.69万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $20.07万 | 0.06% | 1,136 | 1 | 0.1% | $177 | 加仓 |
| VOO | VANGUARD INDEX FDS | $19.90万 | 0.06% | 290 | 51 | 21.3% | $3.50万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $19.86万 | 0.06% | 2,263 | 86 | 4.0% | $7,548 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $19.51万 | 0.06% | 20,088 | -2,486 | -11.0% | -$2.41万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $18.85万 | 0.06% | 615 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $18.70万 | 0.06% | 668 | -13 | -1.9% | -$3,640 | 减仓 |
| CAT | CATERPILLAR INC | $17.76万 | 0.05% | 167 | 36 | 27.5% | $3.83万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $17.73万 | 0.05% | 642 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $17.61万 | 0.05% | 478 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $17.37万 | 0.05% | 1,062 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $17.15万 | 0.05% | 2,048 | 9 | 0.4% | $754 | 加仓 |
| DOV | DOVER CORP | $17.09万 | 0.05% | 762 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $16.87万 | 0.05% | 3,549 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $16.71万 | 0.05% | 4,112 | 14 | 0.3% | $569 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $16.02万 | 0.05% | 2,836 | 63 | 2.3% | $3,558 | 加仓 |
| VEEV | VEEVA SYS INC | $15.95万 | 0.05% | 899 | -2 | -0.2% | -$355 | 减仓 |
| MA | MASTERCARD INCORPORATED | $15.92万 | 0.05% | 310 | 22 | 7.6% | $1.13万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $15.60万 | 0.05% | 1,235 | 107 | 9.5% | $1.35万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $15.42万 | 0.05% | 4,139 | 24 | 0.6% | $894 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $15.33万 | 0.05% | 3,504 | 3,504 | — | $15.33万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.30万 | 0.05% | 368 | 123 | 50.2% | $5.11万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $15.29万 | 0.05% | 895 | 895 | — | $15.29万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $14.94万 | 0.04% | 702 | 61 | 9.5% | $1.30万 | 加仓 |
| VGT | VANGUARD WORLD FD | $14.82万 | 0.04% | 1,240 | -64 | -4.9% | -$7,651 | 减仓 |
| STIP | ISHARES TR | $14.69万 | 0.04% | 1,438 | -377 | -20.8% | -$3.85万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $14.23万 | 0.04% | 2,790 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $14.18万 | 0.04% | 894 | 2 | 0.2% | $317 | 加仓 |
| IWS | ISHARES TR | $13.96万 | 0.04% | 848 | 2 | 0.2% | $329 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $13.54万 | 0.04% | 7,575 | 48 | 0.6% | $858 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $13.02万 | 0.04% | 3,543 | 50 | 1.4% | $1,838 | 加仓 |
| WMT | WALMART INC | $12.35万 | 0.04% | 1,090 | 119 | 12.3% | $1.35万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $12.27万 | 0.04% | 2,289 | 282 | 14.1% | $1.51万 | 加仓 |
| — | PROSHARES TR | $12.21万 | 0.04% | 2,886 | 21 | 0.7% | $888 | 加仓 |
| AOR | ISHARES TR | $12.15万 | 0.04% | 1,748 | 4 | 0.2% | $278 | 加仓 |
| TJX | TJX COS INC NEW | $12.07万 | 0.04% | 797 | 244 | 44.1% | $3.70万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $12.05万 | 0.04% | 1,774 | 20 | 1.1% | $1,359 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $11.96万 | 0.04% | 3,013 | -347 | -10.3% | -$1.38万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $11.86万 | 0.04% | 1,072 | 407 | 61.2% | $4.50万 | 加仓 |
| VIS | VANGUARD WORLD FD | $11.80万 | 0.04% | 327 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $11.63万 | 0.03% | 852 | 266 | 45.4% | $3.63万 | 加仓 |
| AOA | ISHARES TR | $11.46万 | 0.03% | 1,174 | 4 | 0.3% | $390 | 加仓 |
| AMGN | AMGEN INC | $11.41万 | 0.03% | 315 | 39 | 14.1% | $1.41万 | 加仓 |
| SHLD | GLOBAL X FDS | $11.33万 | 0.03% | 1,898 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $11.24万 | 0.03% | 694 | 22 | 3.3% | $3,562 | 加仓 |
| SPYM | SPDR SERIES TRUST | $11.21万 | 0.03% | 1,276 | 912 | 250.5% | $8.01万 | 加仓 |
| ICVT | ISHARES TR | $11.11万 | 0.03% | 913 | 2 | 0.2% | $243 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $11.04万 | 0.03% | 1,440 | 1,440 | — | $11.04万 | 新建仓 |
| IJH | ISHARES TR | $10.76万 | 0.03% | 1,395 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $10.66万 | 0.03% | 1,204 | 193 | 19.1% | $1.71万 | 加仓 |
| IWR | ISHARES TR | $10.65万 | 0.03% | 965 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $10.17万 | 0.03% | 562 | 353 | 168.9% | $6.39万 | 加仓 |
| GLW | CORNING INC | $10.06万 | 0.03% | 394 | 374 | 1,870.0% | $9.55万 | 加仓 |
| CI | THE CIGNA GROUP | $10.06万 | 0.03% | 365 | 137 | 60.1% | $3.78万 | 加仓 |
| BXP | BXP INC | $10.01万 | 0.03% | 1,509 | -23 | -1.5% | -$1,525 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $9.89万 | 0.03% | 1,710 | 32 | 1.9% | $1,851 | 加仓 |
| LRCX | LAM RESEARCH CORP | $9.88万 | 0.03% | 228 | 89 | 64.0% | $3.86万 | 加仓 |
| GE | GE AEROSPACE | $9.87万 | 0.03% | 264 | 86 | 48.3% | $3.21万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $9.83万 | 0.03% | 193 | 101 | 109.8% | $5.15万 | 加仓 |
| REET | ISHARES TR | $9.77万 | 0.03% | 3,539 | 16 | 0.5% | $442 | 加仓 |
| AEE | AMEREN CORP | $9.65万 | 0.03% | 854 | 403 | 89.4% | $4.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $9.46万 | 0.03% | 124 | 10 | 8.8% | $7,631 | 加仓 |
| EBAY | EBAY INC. | $9.32万 | 0.03% | 834 | 277 | 49.7% | $3.10万 | 加仓 |