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 |
|---|---|---|---|---|---|---|---|---|
| BJ | BJS WHSL CLUB HLDGS INC | $1.81万 | 0.01% | 184 | 67 | 57.3% | $6,594 | 加仓 |
| CVS | CVS HEALTH CORP | $1.80万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1.80万 | 0.01% | 199 | -82 | -29.2% | -$7,412 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1.79万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.79万 | 0.01% | 61 | 1 | 1.7% | $293 | 加仓 |
| GEN | GEN DIGITAL INC | $1.76万 | 0.01% | 933 | 209 | 28.9% | $3,936 | 加仓 |
| LKQ | LKQ CORP | $1.75万 | 0.01% | 596 | 49 | 9.0% | $1,439 | 加仓 |
| MSCI | MSCI INC | $1.72万 | 0.01% | 32 | 26 | 433.3% | $1.40万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.72万 | 0.01% | 95 | 3 | 3.3% | $542 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $1.71万 | 0.01% | 368 | 368 | — | $1.71万 | 新建仓 |
| ESML | ISHARES TR | $1.69万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.69万 | 0.01% | 5 | -2 | -28.6% | -$6,756 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.69万 | 0.01% | 614 | 82 | 15.4% | $2,252 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.68万 | 0.01% | 373 | -46 | -11.0% | -$2,078 | 减仓 |
| ABNB | AIRBNB INC | $1.68万 | 0.01% | 133 | 14 | 11.8% | $1,773 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.68万 | 0.01% | 73 | 5 | 7.4% | $1,152 | 加仓 |
| BX | BLACKSTONE INC | $1.68万 | 0.01% | 146 | 118 | 421.4% | $1.36万 | 重新持有 |
| ADT | ADT INC DEL | $1.67万 | 0.01% | 2,539 | 2,258 | 803.6% | $1.48万 | 加仓 |
| ARW | ARROW ELECTRS INC | $1.66万 | 0.01% | 116 | 10 | 9.4% | $1,434 | 加仓 |
| DGS | WISDOMTREE TR | $1.65万 | 0.01% | 275 | -29 | -9.5% | -$1,745 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.65万 | 0.01% | 200 | 200 | — | $1.65万 | 新建仓 |
| SON | SONOCO PRODS CO | $1.64万 | 0.01% | 303 | 61 | 25.2% | $3,300 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.62万 | 0.01% | 132 | 30 | 29.4% | $3,683 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1.62万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.61万 | 0.01% | 223 | -477 | -68.1% | -$3.45万 | 减仓 |
| VLU | SPDR SERIES TRUST | $1.61万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $1.61万 | 0.01% | 361 | 37 | 11.4% | $1,646 | 加仓 |
| TTD | THE TRADE DESK INC | $1.59万 | 0.01% | 699 | -21 | -2.9% | -$477 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $1.57万 | 0.01% | 147 | 140 | 2,000.0% | $1.49万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.57万 | 0.01% | 34 | -7 | -17.1% | -$3,227 | 减仓 |
| GIB | CGI INC | $1.55万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.55万 | 0.01% | 76 | 39 | 105.4% | $7,951 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.54万 | 0.01% | 187 | 136 | 266.7% | $1.12万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.53万 | 0.01% | 199 | 199 | — | $1.53万 | 新建仓 |
| — | AIR LEASE CORP | $1.53万 | 0.01% | 235 | -75 | -24.2% | -$4,871 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.51万 | 0.01% | 96 | 69 | 255.6% | $1.09万 | 加仓 |
| NEM | NEWMONT CORP | $1.49万 | 0.01% | 138 | 38 | 38.0% | $4,114 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.49万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.48万 | 0.01% | 73 | 62 | 563.6% | $1.26万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.47万 | 0.01% | 672 | -495 | -42.4% | -$1.09万 | 减仓 |
| IWB | ISHARES TR | $1.46万 | 0.01% | 41 | -6 | -12.8% | -$2,139 | 减仓 |
| DOCU | DOCUSIGN INC | $1.44万 | 0.01% | 303 | 188 | 163.5% | $8,914 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.44万 | 0.01% | 146 | 37 | 33.9% | $3,640 | 加仓 |
| XT | ISHARES TR | $1.43万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.43万 | 0.01% | 33 | 3 | 10.0% | $1,297 | 加仓 |
| DBX | DROPBOX INC | $1.42万 | 0.01% | 625 | 89 | 16.6% | $2,022 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.42万 | 0.01% | 157 | -44 | -21.9% | -$3,978 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $1.41万 | 0.01% | 295 | -9 | -3.0% | -$430 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.40万 | 0.01% | 118 | 10 | 9.3% | $1,186 | 加仓 |
| QCOM | QUALCOMM INC | $1.39万 | 0.00% | 108 | -18 | -14.3% | -$2,318 | 减仓 |
| CME | CME GROUP INC | $1.39万 | 0.00% | 47 | -22 | -31.9% | -$6,498 | 减仓 |
| AYI | ACUITY INC | $1.37万 | 0.00% | 49 | 44 | 880.0% | $1.23万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.37万 | 0.00% | 40 | 10 | 33.3% | $3,432 | 加仓 |
| KRC | KILROY REALTY CORP | $1.35万 | 0.00% | 479 | 314 | 190.3% | $8,858 | 加仓 |
| KIM | KIMCO REALTY CORP | $1.35万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $1.35万 | 0.00% | 482 | 465 | 2,735.3% | $1.30万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.33万 | 0.00% | 49 | 23 | 88.5% | $6,222 | 加仓 |
| NWSA | NEWS CORP NEW | $1.32万 | 0.00% | 531 | 343 | 182.4% | $8,551 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.32万 | 0.00% | 182 | 14 | 8.3% | $1,014 | 加仓 |
| MAT | MATTEL INC | $1.32万 | 0.00% | 906 | 837 | 1,213.0% | $1.22万 | 加仓 |
| KBH | KB HOME | $1.31万 | 0.00% | 254 | 145 | 133.0% | $7,504 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1.30万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1.29万 | 0.00% | 24 | 4 | 20.0% | $2,152 | 加仓 |
| AVTR | AVANTOR INC | $1.28万 | 0.00% | 1,627 | 1,627 | — | $1.28万 | 新建仓 |
| HUBS | HUBSPOT INC | $1.27万 | 0.00% | 52 | 52 | — | $1.27万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $1.24万 | 0.00% | 41 | -1 | -2.4% | -$302 | 减仓 |
| TPG | TPG INC | $1.24万 | 0.00% | 306 | 306 | — | $1.24万 | 新建仓 |
| SEIC | SEI INVTS CO | $1.23万 | 0.00% | 157 | 151 | 2,516.7% | $1.18万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1.22万 | 0.00% | 80 | 52 | 185.7% | $7,961 | 加仓 |
| NWS | NEWS CORP NEW | $1.21万 | 0.00% | 424 | 193 | 83.5% | $5,503 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.21万 | 0.00% | 77 | -2 | -2.5% | -$313 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.21万 | 0.00% | 27 | 1 | 3.8% | $447 | 加仓 |
| EMR | EMERSON ELEC CO | $1.21万 | 0.00% | 92 | 13 | 16.5% | $1,703 | 加仓 |
| MDT | MEDTRONIC PLC | $1.20万 | 0.00% | 138 | 16 | 13.1% | $1,386 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.19万 | 0.00% | 102 | 50 | 96.2% | $5,853 | 加仓 |
| MSM | MSC INDL DIRECT INC | $1.19万 | 0.00% | 129 | 112 | 658.8% | $1.03万 | 加仓 |
| NTAP | NETAPP INC | $1.19万 | 0.00% | 116 | 116 | — | $1.19万 | 新建仓 |
| FOX | FOX CORP | $1.18万 | 0.00% | 222 | 120 | 117.6% | $6,372 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $1.18万 | 0.00% | 312 | -331 | -51.5% | -$1.25万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $1.17万 | 0.00% | 453 | 453 | — | $1.17万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.17万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $1.16万 | 0.00% | 16 | 3 | 23.1% | $2,184 | 加仓 |
| USFD | US FOODS HLDG CORP | $1.16万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $1.16万 | 0.00% | 142 | -117 | -45.2% | -$9,534 | 减仓 |
| BOKF | BOK FINL CORP | $1.15万 | 0.00% | 90 | 57 | 172.7% | $7,300 | 加仓 |
| IBRX | IMMUNITYBIO INC | $1.15万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $1.15万 | 0.00% | 35 | 12 | 52.2% | $3,943 | 加仓 |
| FTNT | FORTINET INC | $1.14万 | 0.00% | 140 | -211 | -60.1% | -$1.72万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $1.14万 | 0.00% | 126 | 1 | 0.8% | $91 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.14万 | 0.00% | 46 | 6 | 15.0% | $1,483 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.13万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $1.12万 | 0.00% | 94 | 94 | — | $1.12万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $1.12万 | 0.00% | 528 | 461 | 688.1% | $9,765 | 加仓 |
| SNPS | SYNOPSYS INC | $1.11万 | 0.00% | 28 | 28 | — | $1.11万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $1.10万 | 0.00% | 48 | 15 | 45.5% | $3,444 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.10万 | 0.00% | 144 | 19 | 15.2% | $1,447 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.09万 | 0.00% | 16 | -1 | -5.9% | -$681 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.08万 | 0.00% | 26 | 3 | 13.0% | $1,250 | 加仓 |
| URNM | SPROTT FDS TR | $1.07万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.07万 | 0.00% | 856 | -1,356 | -61.3% | -$1.70万 | 减仓 |