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 |
|---|---|---|---|---|---|---|---|---|
| PPLI | IAC INC | $3.22万 | 0.01% | 805 | 153 | 23.5% | $6,125 | 加仓 |
| FAST | FASTENAL CO | $3.13万 | 0.01% | 675 | 64 | 10.5% | $2,970 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.11万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3.09万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3.05万 | 0.01% | 486 | 341 | 235.2% | $2.14万 | 加仓 |
| COP | CONOCOPHILLIPS | $3.02万 | 0.01% | 229 | 22 | 10.6% | $2,904 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.98万 | 0.01% | 894 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $2.98万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.97万 | 0.01% | 139 | -4 | -2.8% | -$855 | 减仓 |
| AVT | AVNET INC | $2.96万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $2.94万 | 0.01% | 386 | 73 | 23.3% | $5,557 | 加仓 |
| WFC | WELLS FARGO & CO | $2.94万 | 0.01% | 369 | 78 | 26.8% | $6,210 | 加仓 |
| ECL | ECOLAB INC | $2.90万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $2.89万 | 0.01% | 265 | -717 | -73.0% | -$7.83万 | 减仓 |
| CATH | GLOBAL X FDS | $2.89万 | 0.01% | 369 | 1 | 0.3% | $78 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.85万 | 0.01% | 48 | -13 | -21.3% | -$7,709 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $2.84万 | 0.01% | 418 | 36 | 9.4% | $2,449 | 加仓 |
| TFC | TRUIST FINL CORP | $2.84万 | 0.01% | 617 | 577 | 1,442.5% | $2.65万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.78万 | 0.01% | 364 | 1 | 0.3% | $76 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.72万 | 0.01% | 137 | 19 | 16.1% | $3,768 | 加仓 |
| JBL | JABIL INC | $2.71万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.56万 | 0.01% | 1,083 | 2 | 0.2% | $47 | 加仓 |
| GL | GLOBE LIFE INC | $2.56万 | 0.01% | 184 | 25 | 15.7% | $3,480 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2.56万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $2.55万 | 0.01% | 151 | 88 | 139.7% | $1.49万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2.54万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.53万 | 0.01% | 275 | 275 | — | $2.53万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $2.53万 | 0.01% | 158 | 158 | — | $2.53万 | 新建仓 |
| FNB | F N B CORP | $2.52万 | 0.01% | 1,510 | 1,440 | 2,057.1% | $2.41万 | 加仓 |
| TTC | TORO CO | $2.52万 | 0.01% | 270 | 185 | 217.6% | $1.73万 | 加仓 |
| ARKF | ARK ETF TR | $2.52万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.50万 | 0.01% | 90 | 7 | 8.4% | $1,945 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $2.47万 | 0.01% | 171 | 12 | 7.5% | $1,736 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $2.47万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $2.45万 | 0.01% | 773 | 8 | 1.0% | $254 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.45万 | 0.01% | 1,557 | 1,187 | 320.8% | $1.87万 | 加仓 |
| U | UNITY SOFTWARE INC | $2.44万 | 0.01% | 1,114 | 967 | 657.8% | $2.12万 | 加仓 |
| YUM | YUM BRANDS INC | $2.44万 | 0.01% | 157 | 10 | 6.8% | $1,555 | 加仓 |
| OVV | OVINTIV INC | $2.44万 | 0.01% | 411 | -147 | -26.3% | -$8,726 | 减仓 |
| MTG | MGIC INVT CORP WIS | $2.44万 | 0.01% | 929 | 482 | 107.8% | $1.27万 | 加仓 |
| MS | MORGAN STANLEY | $2.44万 | 0.01% | 148 | 23 | 18.4% | $3,785 | 加仓 |
| LIN | LINDE PLC | $2.43万 | 0.01% | 49 | 19 | 63.3% | $9,420 | 加仓 |
| KMPR | KEMPER CORP | $2.43万 | 0.01% | 794 | 636 | 402.5% | $1.94万 | 加仓 |
| F | FORD MTR CO | $2.41万 | 0.01% | 2,092 | 271 | 14.9% | $3,127 | 加仓 |
| WEN | WENDYS CO | $2.41万 | 0.01% | 3,469 | 1,646 | 90.3% | $1.14万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.40万 | 0.01% | 616 | 565 | 1,107.8% | $2.20万 | 加仓 |
| VDC | VANGUARD WORLD FD | $2.38万 | 0.01% | 106 | 1 | 1.0% | $224 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.36万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2.34万 | 0.01% | 507 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $2.33万 | 0.01% | 486 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $2.33万 | 0.01% | 103 | 8 | 8.4% | $1,808 | 加仓 |
| DE | DEERE & CO | $2.31万 | 0.01% | 41 | 1 | 2.5% | $563 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2.26万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $2.26万 | 0.01% | 3,764 | 3,623 | 2,569.5% | $2.17万 | 加仓 |
| DT | DYNATRACE INC | $2.26万 | 0.01% | 610 | 446 | 272.0% | $1.65万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.24万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2.22万 | 0.01% | 792 | -1,644 | -67.5% | -$4.62万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2.21万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.20万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $2.19万 | 0.01% | 62 | 37 | 148.0% | $1.31万 | 加仓 |
| BRO | BROWN & BROWN INC | $2.13万 | 0.01% | 327 | 327 | — | $2.13万 | 新建仓 |
| WMB | WILLIAMS COS INC | $2.13万 | 0.01% | 292 | 164 | 128.1% | $1.19万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $2.12万 | 0.01% | 1,912 | 54 | 2.9% | $597 | 加仓 |
| RGLD | ROYAL GOLD INC | $2.11万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.11万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $2.10万 | 0.01% | 443 | 152 | 52.2% | $7,197 | 加仓 |
| PFF | ISHARES TR | $2.03万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2.03万 | 0.01% | 252 | 195 | 342.1% | $1.57万 | 加仓 |
| MOS | MOSAIC CO | $2.03万 | 0.01% | 795 | 165 | 26.2% | $4,208 | 加仓 |
| GM | GENERAL MTRS CO | $2.03万 | 0.01% | 272 | -58 | -17.6% | -$4,321 | 减仓 |
| IAK | ISHARES TR | $2.02万 | 0.01% | 158 | 3 | 1.9% | $384 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2.01万 | 0.01% | 106 | -107 | -50.2% | -$2.03万 | 减仓 |
| IMCG | ISHARES TR | $2.00万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $1.99万 | 0.01% | 249 | 43 | 20.9% | $3,435 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.98万 | 0.01% | 100 | 72 | 257.1% | $1.43万 | 加仓 |
| SUSA | ISHARES TR | $1.98万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $1.97万 | 0.01% | 466 | 1 | 0.2% | $42 | 加仓 |
| ILMN | ILLUMINA INC | $1.97万 | 0.01% | 160 | 11 | 7.4% | $1,356 | 加仓 |
| APH | AMPHENOL CORP | $1.97万 | 0.01% | 156 | -3 | -1.9% | -$379 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.97万 | 0.01% | 108 | -40 | -27.0% | -$7,297 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1.97万 | 0.01% | 748 | 458 | 157.9% | $1.21万 | 加仓 |
| IVV | ISHARES TR | $1.96万 | 0.01% | 30 | -32 | -51.6% | -$2.09万 | 减仓 |
| HACK | AMPLIFY ETF TR | $1.95万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.94万 | 0.01% | 80 | 11 | 15.9% | $2,674 | 加仓 |
| NULV | NUSHARES ETF TR | $1.93万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1.93万 | 0.01% | 112 | 74 | 194.7% | $1.28万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1.92万 | 0.01% | 224 | -225 | -50.1% | -$1.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.90万 | 0.01% | 216 | 216 | — | $1.90万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.90万 | 0.01% | 55 | 18 | 48.6% | $6,213 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.88万 | 0.01% | 116 | 36 | 45.0% | $5,849 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.87万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $1.87万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $1.86万 | 0.01% | 406 | -696 | -63.2% | -$3.20万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.85万 | 0.01% | 16 | -8 | -33.3% | -$9,272 | 减仓 |
| FDX | FEDEX CORP | $1.85万 | 0.01% | 52 | 4 | 8.3% | $1,425 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1.85万 | 0.01% | 818 | 781 | 2,110.8% | $1.76万 | 加仓 |
| ZTS | ZOETIS INC | $1.84万 | 0.01% | 156 | 30 | 23.8% | $3,540 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.83万 | 0.01% | 280 | 59 | 26.7% | $3,853 | 加仓 |
| CNXC | CONCENTRIX CORP | $1.82万 | 0.01% | 666 | -92 | -12.1% | -$2,516 | 减仓 |
| DSI | ISHARES TR | $1.82万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |