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 |
|---|---|---|---|---|---|---|---|---|
| XBI | SPDR SERIES TRUST | $6.85万 | 0.02% | 536 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $6.82万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $6.77万 | 0.02% | 115 | 2 | 1.8% | $1,177 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.73万 | 0.02% | 155 | 6 | 4.0% | $2,604 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6.68万 | 0.02% | 53 | 1 | 1.9% | $1,261 | 加仓 |
| NJR | NEW JERSEY RES CORP | $6.68万 | 0.02% | 1,216 | 1,179 | 3,186.5% | $6.48万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $6.66万 | 0.02% | 642 | 642 | — | $6.66万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $6.65万 | 0.02% | 1,985 | 558 | 39.1% | $1.87万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $6.65万 | 0.02% | 733 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6.63万 | 0.02% | 245 | 39 | 18.9% | $1.06万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.51万 | 0.02% | 301 | 86 | 40.0% | $1.86万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $6.47万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $6.16万 | 0.02% | 1,514 | 1,119 | 283.3% | $4.56万 | 重新持有 |
| IFRA | ISHARES TR | $6.13万 | 0.02% | 1,072 | 6 | 0.6% | $343 | 加仓 |
| PAVE | GLOBAL X FDS | $6.12万 | 0.02% | 1,205 | 8 | 0.7% | $406 | 加仓 |
| CI | THE CIGNA GROUP | $6.08万 | 0.02% | 228 | -106 | -31.7% | -$2.83万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6.02万 | 0.02% | 639 | 2 | 0.3% | $188 | 加仓 |
| USHY | ISHARES TR | $5.92万 | 0.02% | 1,606 | 18 | 1.1% | $663 | 加仓 |
| IOT | SAMSARA INC | $5.80万 | 0.02% | 1,831 | 1,357 | 286.3% | $4.30万 | 加仓 |
| GEV | GE VERNOVA INC | $5.68万 | 0.02% | 65 | 2 | 3.2% | $1,748 | 加仓 |
| EFAV | ISHARES TR | $5.61万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $5.56万 | 0.02% | 793 | 4 | 0.5% | $281 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5.56万 | 0.02% | 92 | 3 | 3.4% | $1,813 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5.55万 | 0.02% | 136 | 3 | 2.3% | $1,224 | 加仓 |
| XME | SPDR SERIES TRUST | $5.54万 | 0.02% | 513 | 513 | — | $5.54万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5.53万 | 0.02% | 1,627 | 1 | 0.1% | $34 | 加仓 |
| CB | CHUBB LTD SWITZ | $5.48万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.43万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $5.43万 | 0.02% | 1,223 | 896 | 274.0% | $3.98万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.39万 | 0.02% | 311 | 59 | 23.4% | $1.02万 | 加仓 |
| BLK | BLACKROCK INC | $5.39万 | 0.02% | 56 | -7 | -11.1% | -$6,732 | 减仓 |
| EOG | EOG RES INC | $5.29万 | 0.02% | 366 | 364 | 18,200.0% | $5.26万 | 加仓 |
| WT | WISDOMTREE INC | $5.28万 | 0.02% | 3,624 | 3,624 | — | $5.28万 | 新建仓 |
| AON | AON PLC | $5.26万 | 0.02% | 163 | 6 | 3.8% | $1,937 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $5.25万 | 0.02% | 2,053 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $5.24万 | 0.02% | 960 | 960 | — | $5.24万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $5.20万 | 0.02% | 555 | 2 | 0.4% | $187 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5.14万 | 0.02% | 902 | 569 | 170.9% | $3.24万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5.07万 | 0.02% | 339 | 337 | 16,850.0% | $5.04万 | 加仓 |
| EBAY | EBAY INC. | $5.07万 | 0.02% | 557 | 64 | 13.0% | $5,825 | 加仓 |
| GE | GE AEROSPACE | $5.05万 | 0.02% | 178 | 6 | 3.5% | $1,703 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $4.98万 | 0.02% | 73 | 3 | 4.3% | $2,047 | 加仓 |
| TMUS | T-MOBILE US INC | $4.98万 | 0.02% | 237 | -47 | -16.5% | -$9,872 | 减仓 |
| AEE | AMEREN CORP | $4.96万 | 0.02% | 451 | 24 | 5.6% | $2,638 | 加仓 |
| DHR | DANAHER CORP DEL | $4.83万 | 0.02% | 255 | -4 | -1.5% | -$758 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $4.83万 | 0.02% | 3,267 | 86 | 2.7% | $1,270 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $4.78万 | 0.02% | 244 | 2 | 0.8% | $392 | 加仓 |
| CRWV | COREWEAVE INC | $4.76万 | 0.02% | 614 | 614 | — | $4.76万 | 新建仓 |
| EWA | ISHARES INC | $4.70万 | 0.02% | 1,694 | -250 | -12.9% | -$6,941 | 减仓 |
| CMCSA | COMCAST CORP NEW | $4.66万 | 0.02% | 1,624 | 203 | 14.3% | $5,830 | 加仓 |
| NUSC | NUSHARES ETF TR | $4.63万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $4.61万 | 0.02% | 586 | 290 | 98.0% | $2.28万 | 加仓 |
| SBUX | STARBUCKS CORP | $4.61万 | 0.02% | 515 | 43 | 9.1% | $3,851 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.60万 | 0.02% | 786 | 2 | 0.3% | $117 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.59万 | 0.02% | 914 | -1,107 | -54.8% | -$5.56万 | 减仓 |
| TTAN | SERVICETITAN INC | $4.56万 | 0.02% | 719 | 385 | 115.3% | $2.44万 | 加仓 |
| XEL | XCEL ENERGY INC | $4.54万 | 0.02% | 572 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $4.54万 | 0.02% | 877 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $4.47万 | 0.02% | 626 | 515 | 464.0% | $3.67万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.45万 | 0.02% | 114 | -37 | -24.5% | -$1.44万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.42万 | 0.02% | 152 | 5 | 3.4% | $1,452 | 加仓 |
| EQT | EQT CORP | $4.39万 | 0.02% | 690 | 21 | 3.1% | $1,337 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $4.35万 | 0.02% | 235 | 14 | 6.3% | $2,591 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.28万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $4.26万 | 0.02% | 485 | 1 | 0.2% | $88 | 加仓 |
| CRM | SALESFORCE INC | $4.26万 | 0.02% | 228 | -36 | -13.6% | -$6,722 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.23万 | 0.02% | 1,101 | 46 | 4.4% | $1,767 | 加仓 |
| SPGI | S&P GLOBAL INC | $4.21万 | 0.02% | 99 | -8 | -7.5% | -$3,403 | 减仓 |
| DVA | DAVITA INC | $4.17万 | 0.01% | 271 | -6 | -2.2% | -$922 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $4.07万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $4.05万 | 0.01% | 120 | 25 | 26.3% | $8,446 | 加仓 |
| IJJ | ISHARES TR | $4.03万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4.00万 | 0.01% | 308 | 59 | 23.7% | $7,661 | 加仓 |
| ORCL | ORACLE CORP | $3.96万 | 0.01% | 269 | 20 | 8.0% | $2,943 | 加仓 |
| UNP | UNION PAC CORP | $3.95万 | 0.01% | 163 | 6 | 3.8% | $1,456 | 加仓 |
| IUSV | ISHARES TR | $3.93万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| GQRE | FLEXSHARES TR | $3.92万 | 0.01% | 657 | 1 | 0.2% | $60 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $3.92万 | 0.01% | 531 | 451 | 563.8% | $3.33万 | 加仓 |
| NKE | NIKE INC | $3.88万 | 0.01% | 735 | -11 | -1.5% | -$581 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $3.83万 | 0.01% | 2,226 | -1,088 | -32.8% | -$1.87万 | 减仓 |
| CUBE | CUBESMART | $3.76万 | 0.01% | 1,026 | 576 | 128.0% | $2.11万 | 加仓 |
| BIIB | BIOGEN INC | $3.74万 | 0.01% | 204 | 4 | 2.0% | $733 | 加仓 |
| CNH | CNH INDL N V | $3.72万 | 0.01% | 3,386 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3.71万 | 0.01% | 1,868 | 82 | 4.6% | $1,629 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $3.66万 | 0.01% | 1,540 | 1,540 | — | $3.66万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $3.60万 | 0.01% | 166 | 125 | 304.9% | $2.71万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $3.50万 | 0.01% | 476 | 1 | 0.2% | $74 | 加仓 |
| OKLO | OKLO INC | $3.49万 | 0.01% | 704 | 704 | — | $3.49万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $3.49万 | 0.01% | 743 | 541 | 267.8% | $2.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3.46万 | 0.01% | 209 | 87 | 71.3% | $1.44万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3.45万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $3.42万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.41万 | 0.01% | 516 | -114 | -18.1% | -$7,523 | 减仓 |
| FLOT | ISHARES TR | $3.36万 | 0.01% | 660 | 4 | 0.6% | $204 | 加仓 |
| ICF | ISHARES TR | $3.33万 | 0.01% | 537 | 1 | 0.2% | $62 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.27万 | 0.01% | 412 | 3 | 0.7% | $238 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.24万 | 0.01% | 66 | -12 | -15.4% | -$5,898 | 减仓 |
| GATX | GATX CORP | $3.24万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.24万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $3.22万 | 0.01% | 166 | 64 | 62.7% | $1.24万 | 加仓 |