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 |
|---|---|---|---|---|---|---|---|---|
| EGP | EASTGROUP PPTYS INC | $9.28万 | 0.03% | 458 | 223 | 94.9% | $4.52万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $9.17万 | 0.03% | 1,697 | 2 | 0.1% | $108 | 加仓 |
| SBUX | STARBUCKS CORP | $9.09万 | 0.03% | 890 | 375 | 72.8% | $3.83万 | 加仓 |
| KO | COCA COLA CO | $9.03万 | 0.03% | 1,111 | 725 | 187.8% | $5.89万 | 加仓 |
| AMLP | ALPS ETF TR | $8.86万 | 0.03% | 1,709 | -120 | -6.6% | -$6,222 | 减仓 |
| DHR | DANAHER CORP DEL | $8.84万 | 0.03% | 464 | 209 | 82.0% | $3.98万 | 加仓 |
| GEV | GE VERNOVA INC | $8.82万 | 0.03% | 75 | 10 | 15.4% | $1.18万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $8.73万 | 0.03% | 881 | 881 | — | $8.73万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $8.50万 | 0.03% | 537 | 1 | 0.2% | $158 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $8.49万 | 0.03% | 699 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $8.42万 | 0.03% | 575 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.16万 | 0.02% | 1,417 | 260 | 22.5% | $1.50万 | 加仓 |
| CB | CHUBB LIMITED | $8.14万 | 0.02% | 239 | 71 | 42.3% | $2.42万 | 加仓 |
| T | AT&T INC | $8.05万 | 0.02% | 3,890 | 732 | 23.2% | $1.52万 | 加仓 |
| SCZ | ISHARES TR | $8.03万 | 0.02% | 976 | 13 | 1.3% | $1,070 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $8.01万 | 0.02% | 800 | 67 | 9.1% | $6,705 | 加仓 |
| BOTZ | GLOBAL X FDS | $7.99万 | 0.02% | 2,105 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.94万 | 0.02% | 476 | 165 | 53.1% | $2.75万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $7.87万 | 0.02% | 382 | 138 | 56.6% | $2.84万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $7.84万 | 0.02% | 1,615 | 220 | 15.8% | $1.07万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $7.77万 | 0.02% | 180 | 177 | 5,900.0% | $7.64万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $7.67万 | 0.02% | 3,131 | 30 | 1.0% | $735 | 加仓 |
| TTC | TORO CO | $7.67万 | 0.02% | 787 | 517 | 191.5% | $5.04万 | 加仓 |
| VICR | VICOR CORP | $7.60万 | 0.02% | 200 | 0 | 0.0% | — | 重新持有 |
| VUSB | VANGUARD BD INDEX FDS | $7.53万 | 0.02% | 1,512 | 1,512 | — | $7.53万 | 新建仓 |
| DVY | ISHARES TR | $7.50万 | 0.02% | 480 | 2 | 0.4% | $313 | 加仓 |
| BOND | PIMCO ETF TR | $7.46万 | 0.02% | 809 | 10 | 1.3% | $922 | 加仓 |
| AON | AON PLC | $7.33万 | 0.02% | 221 | 58 | 35.6% | $1.92万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $7.32万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7.28万 | 0.02% | 2,279 | 294 | 14.8% | $9,398 | 加仓 |
| LEN | LENNAR CORP | $7.20万 | 0.02% | 796 | 738 | 1,272.4% | $6.68万 | 加仓 |
| PAVE | GLOBAL X FDS | $7.10万 | 0.02% | 1,205 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $6.99万 | 0.02% | 1,455 | 780 | 115.6% | $3.75万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $6.93万 | 0.02% | 939 | 939 | — | $6.93万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.91万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6.82万 | 0.02% | 30 | 16 | 114.3% | $3.64万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $6.81万 | 0.02% | 1,216 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $6.79万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $6.78万 | 0.02% | 1,075 | 3 | 0.3% | $189 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $6.74万 | 0.02% | 816 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $6.72万 | 0.02% | 93 | 24 | 34.8% | $1.74万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6.59万 | 0.02% | 346 | 40 | 13.1% | $7,621 | 加仓 |
| U | UNITY SOFTWARE INC | $6.53万 | 0.02% | 2,286 | 1,172 | 105.2% | $3.35万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.48万 | 0.02% | 156 | 1 | 0.6% | $415 | 加仓 |
| COIN | COINBASE GLOBAL INC | $6.46万 | 0.02% | 442 | 4 | 0.9% | $585 | 加仓 |
| TXN | TEXAS INSTRS INC | $6.44万 | 0.02% | 216 | 50 | 30.1% | $1.49万 | 加仓 |
| IOT | SAMSARA INC | $6.44万 | 0.02% | 1,985 | 154 | 8.4% | $4,994 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $6.40万 | 0.02% | 557 | 2 | 0.4% | $230 | 加仓 |
| LOW | LOWES COS INC | $6.39万 | 0.02% | 290 | -15 | -4.9% | -$3,307 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6.39万 | 0.02% | 50 | -3 | -5.7% | -$3,833 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $6.35万 | 0.02% | 236 | 163 | 223.3% | $4.38万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6.31万 | 0.02% | 642 | 3 | 0.5% | $295 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $6.18万 | 0.02% | 2,774 | 2,751 | 11,960.9% | $6.13万 | 重新持有 |
| WT | WISDOMTREE INC | $6.15万 | 0.02% | 3,630 | 6 | 0.2% | $102 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6.14万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $6.12万 | 0.02% | 331 | 223 | 206.5% | $4.12万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $6.11万 | 0.02% | 226 | 205 | 976.2% | $5.54万 | 加仓 |
| CRWV | COREWEAVE INC | $6.11万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $6.10万 | 0.02% | 863 | 144 | 20.0% | $1.02万 | 加仓 |
| USHY | ISHARES TR | $6.05万 | 0.02% | 1,634 | 28 | 1.7% | $1,037 | 加仓 |
| UNP | UNION PAC CORP | $6.04万 | 0.02% | 222 | 59 | 36.2% | $1.60万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $6.04万 | 0.02% | 2,053 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $6.03万 | 0.02% | 796 | 3 | 0.4% | $227 | 加仓 |
| EOG | EOG RES INC | $6.03万 | 0.02% | 465 | 99 | 27.0% | $1.28万 | 加仓 |
| DVA | DAVITA INC | $6.03万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6.02万 | 0.02% | 288 | 140 | 94.6% | $2.93万 | 加仓 |
| RAAX | VANECK ETF TRUST | $6.01万 | 0.02% | 1,514 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5.99万 | 0.02% | 2,536 | 2,316 | 1,052.7% | $5.47万 | 加仓 |
| AVT | AVNET INC | $5.92万 | 0.02% | 666 | 185 | 38.5% | $1.64万 | 加仓 |
| ARW | ARROW ELECTRS INC | $5.89万 | 0.02% | 276 | 160 | 137.9% | $3.41万 | 加仓 |
| MO | ALTRIA GROUP INC | $5.77万 | 0.02% | 802 | 286 | 55.4% | $2.06万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $5.74万 | 0.02% | 1,540 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.71万 | 0.02% | 255 | 182 | 249.3% | $4.08万 | 加仓 |
| TXG | 10X GENOMICS INC | $5.70万 | 0.02% | 1,487 | 1,143 | 332.3% | $4.38万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5.64万 | 0.02% | 624 | 530 | 563.8% | $4.79万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5.64万 | 0.02% | 458 | 119 | 35.1% | $1.46万 | 加仓 |
| CUBE | CUBESMART | $5.64万 | 0.02% | 1,417 | 391 | 38.1% | $1.56万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $5.52万 | 0.02% | 574 | 392 | 215.4% | $3.77万 | 加仓 |
| XME | SPDR SERIES TRUST | $5.49万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $5.48万 | 0.02% | 1,463 | 984 | 205.4% | $3.69万 | 加仓 |
| EMR | EMERSON ELEC CO | $5.47万 | 0.02% | 382 | 290 | 315.2% | $4.15万 | 加仓 |
| SOXX | ISHARES TR | $5.47万 | 0.02% | 85 | 57 | 203.6% | $3.67万 | 加仓 |
| ATR | APTARGROUP INC | $5.45万 | 0.02% | 435 | 412 | 1,791.3% | $5.16万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $5.41万 | 0.02% | 4,021 | 2,464 | 158.3% | $3.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5.39万 | 0.02% | 1,066 | -1,273 | -54.4% | -$6.44万 | 减仓 |
| EFAV | ISHARES TR | $5.39万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $5.38万 | 0.02% | 481 | 415 | 628.8% | $4.64万 | 加仓 |
| NUSC | NUSHARES ETF TR | $5.36万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.30万 | 0.02% | 363 | 284 | 359.5% | $4.15万 | 加仓 |
| SPGI | S&P GLOBAL INC | $5.29万 | 0.02% | 130 | 31 | 31.3% | $1.26万 | 加仓 |
| SNA | SNAP ON INC | $5.27万 | 0.02% | 131 | 116 | 773.3% | $4.67万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5.27万 | 0.02% | 693 | 275 | 65.8% | $2.09万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5.19万 | 0.02% | 564 | 493 | 694.4% | $4.54万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5.17万 | 0.02% | 146 | 106 | 265.0% | $3.76万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.14万 | 0.02% | 256 | 148 | 137.0% | $2.97万 | 加仓 |
| CRM | SALESFORCE INC | $5.12万 | 0.02% | 327 | 99 | 43.4% | $1.55万 | 加仓 |
| FFIV | F5 INC | $5.12万 | 0.02% | 123 | 97 | 373.1% | $4.03万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $5.12万 | 0.02% | 751 | 599 | 394.1% | $4.08万 | 加仓 |
| NNN | NNN REIT INC | $5.07万 | 0.02% | 1,090 | 939 | 621.9% | $4.37万 | 加仓 |
| NWSA | NEWS CORP NEW | $5.05万 | 0.02% | 2,032 | 1,501 | 282.7% | $3.73万 | 加仓 |