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 |
|---|---|---|---|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT IN | $1.07万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.07万 | 0.00% | 71 | 40 | 129.0% | $6,006 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.05万 | 0.00% | 80 | 15 | 23.1% | $1,967 | 加仓 |
| VTRS | VIATRIS INC | $1.04万 | 0.00% | 772 | 26 | 3.5% | $351 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.03万 | 0.00% | 79 | 7 | 9.7% | $917 | 加仓 |
| VIRT | VIRTU FINL INC | $1.02万 | 0.00% | 233 | -174 | -42.8% | -$7,653 | 减仓 |
| VNO | VORNADO RLTY TR | $1.02万 | 0.00% | 394 | 394 | — | $1.02万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.01万 | 0.00% | 64 | 52 | 433.3% | $8,218 | 加仓 |
| WELL | WELLTOWER INC | $1.01万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $1.01万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.01万 | 0.00% | 58 | 35 | 152.2% | $6,069 | 加仓 |
| BRBR | BELLRING BRANDS INC | $1.00万 | 0.00% | 624 | 624 | — | $1.00万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $9,964 | 0.00% | 31 | 6 | 24.0% | $1,929 | 加仓 |
| SM | SM ENERGY COMPANY | $9,853 | 0.00% | 316 | 316 | — | $9,853 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,852 | 0.00% | 41 | 5 | 13.9% | $1,201 | 加仓 |
| FTV | FORTIVE CORP | $9,840 | 0.00% | 178 | 146 | 456.2% | $8,071 | 加仓 |
| MHK | MOHAWK INDS INC | $9,748 | 0.00% | 99 | 77 | 350.0% | $7,582 | 重新持有 |
| ROKU | ROKU INC | $9,746 | 0.00% | 103 | 28 | 37.3% | $2,649 | 加仓 |
| TPR | TAPESTRY INC | $9,596 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $9,590 | 0.00% | 24 | 19 | 380.0% | $7,592 | 加仓 |
| IDXX | IDEXX LABS INC | $9,553 | 0.00% | 17 | 6 | 54.5% | $3,372 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $9,523 | 0.00% | 134 | 134 | — | $9,523 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $9,462 | 0.00% | 132 | -560 | -80.9% | -$4.01万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $9,422 | 0.00% | 626 | -38 | -5.7% | -$572 | 减仓 |
| CSL | CARLISLE COS INC | $9,342 | 0.00% | 28 | 28 | — | $9,342 | 新建仓 |
| CIEN | CIENA CORP | $9,318 | 0.00% | 24 | 16 | 200.0% | $6,212 | 加仓 |
| SOXX | ISHARES TR | $9,311 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $9,306 | 0.00% | 1,800 | 1,800 | — | $9,306 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $9,304 | 0.00% | 133 | -41 | -23.6% | -$2,868 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $9,272 | 0.00% | 12 | 1 | 9.1% | $773 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $9,244 | 0.00% | 152 | 34 | 28.8% | $2,068 | 加仓 |
| BALL | BALL CORP | $9,163 | 0.00% | 155 | 32 | 26.0% | $1,892 | 加仓 |
| DOW | DOW HLDGS INC | $9,163 | 0.00% | 220 | 184 | 511.1% | $7,664 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $9,144 | 0.00% | 178 | 72 | 67.9% | $3,699 | 加仓 |
| ROST | ROSS STORES INC | $9,099 | 0.00% | 42 | 25 | 147.1% | $5,416 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $9,091 | 0.00% | 161 | 25 | 18.4% | $1,412 | 加仓 |
| RL | RALPH LAUREN CORP | $8,944 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $8,916 | 0.00% | 43 | 11 | 34.4% | $2,281 | 加仓 |
| SNDK | SANDISK CORP | $8,895 | 0.00% | 14 | 14 | — | $8,895 | 新建仓 |
| CLH | CLEAN HARBORS INC | $8,889 | 0.00% | 31 | 10 | 47.6% | $2,867 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $8,851 | 0.00% | 470 | 470 | — | $8,851 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8,832 | 0.00% | 167 | 167 | — | $8,832 | 新建仓 |
| EQIX | EQUINIX INC | $8,823 | 0.00% | 9 | 4 | 80.0% | $3,921 | 加仓 |
| RAL | RALLIANT CORP | $8,818 | 0.00% | 212 | 212 | — | $8,818 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $8,798 | 0.00% | 66 | -5 | -7.0% | -$667 | 减仓 |
| AN | AUTONATION INC | $8,787 | 0.00% | 45 | 28 | 164.7% | $5,467 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $8,747 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $8,733 | 0.00% | 69 | 20 | 40.8% | $2,531 | 加仓 |
| CLVT | CLARIVATE PLC | $8,656 | 0.00% | 3,421 | 3,421 | — | $8,656 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $8,655 | 0.00% | 27 | 15 | 125.0% | $4,808 | 加仓 |
| TSN | TYSON FOODS INC | $8,650 | 0.00% | 135 | 15 | 12.5% | $961 | 加仓 |
| SRE | SEMPRA | $8,649 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $8,624 | 0.00% | 99 | 92 | 1,314.3% | $8,014 | 加仓 |
| ADSK | AUTODESK INC | $8,619 | 0.00% | 36 | -19 | -34.5% | -$4,549 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $8,524 | 0.00% | 242 | 158 | 188.1% | $5,565 | 加仓 |
| HCA | HCA HEALTHCARE INC | $8,519 | 0.00% | 18 | 1 | 5.9% | $473 | 加仓 |
| TREX | TREX INC | $8,486 | 0.00% | 233 | 233 | — | $8,486 | 新建仓 |
| CXT | CRANE NXT CO | $8,484 | 0.00% | 209 | 209 | — | $8,484 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $8,454 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $8,453 | 0.00% | 40 | 15 | 60.0% | $3,170 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $8,436 | 0.00% | 370 | -1,141 | -75.5% | -$2.60万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $8,425 | 0.00% | 138 | 25 | 22.1% | $1,526 | 加仓 |
| MUSA | MURPHY USA INC | $8,398 | 0.00% | 17 | -23 | -57.5% | -$1.14万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $8,347 | 0.00% | 142 | 55 | 63.2% | $3,233 | 加仓 |
| EMN | EASTMAN CHEM CO | $8,319 | 0.00% | 109 | 101 | 1,262.5% | $7,708 | 重新持有 |
| FLR | FLUOR CORP | $8,304 | 0.00% | 178 | 178 | — | $8,304 | 新建仓 |
| FISV | FISERV INC | $8,259 | 0.00% | 148 | -71 | -32.4% | -$3,962 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $8,235 | 0.00% | 702 | -1,052 | -60.0% | -$1.23万 | 减仓 |
| MOAT | VANECK ETF TRUST | $8,220 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $8,186 | 0.00% | 48 | 39 | 433.3% | $6,651 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8,176 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $8,164 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $8,146 | 0.00% | 38 | 10 | 35.7% | $2,144 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $8,123 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $8,115 | 0.00% | 43 | 2 | 4.9% | $377 | 加仓 |
| INGR | INGREDION INC | $8,112 | 0.00% | 72 | 43 | 148.3% | $4,845 | 加仓 |
| DAL | DELTA AIR LINES INC | $8,045 | 0.00% | 121 | 19 | 18.6% | $1,263 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $7,974 | 0.00% | 84 | -5 | -5.6% | -$475 | 减仓 |
| — | QORVO INC | $7,973 | 0.00% | 103 | 13 | 14.4% | $1,006 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $7,875 | 0.00% | 40 | -48 | -54.5% | -$9,450 | 减仓 |
| MKSI | MKS INC. | $7,814 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $7,789 | 0.00% | 9 | 3 | 50.0% | $2,596 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $7,726 | 0.00% | 86 | 81 | 1,620.0% | $7,277 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $7,714 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $7,712 | 0.00% | 194 | 194 | — | $7,712 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $7,556 | 0.00% | 35 | 2 | 6.1% | $432 | 加仓 |
| ES | EVERSOURCE ENERGY | $7,552 | 0.00% | 109 | 37 | 51.4% | $2,564 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,528 | 0.00% | 94 | 23 | 32.4% | $1,842 | 加仓 |
| EL | LAUDER ESTEE COS INC | $7,526 | 0.00% | 105 | 7 | 7.1% | $502 | 加仓 |
| FFIV | F5 INC | $7,523 | 0.00% | 26 | 21 | 420.0% | $6,076 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,518 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7,447 | 0.00% | 34 | 18 | 112.5% | $3,943 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $7,443 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $7,408 | 0.00% | 281 | 247 | 726.5% | $6,512 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $7,320 | 0.00% | 314 | 66 | 26.6% | $1,539 | 加仓 |
| OMC | OMNICOM GROUP INC | $7,306 | 0.00% | 97 | 97 | — | $7,306 | 新建仓 |
| TXG | 10X GENOMICS INC | $7,304 | 0.00% | 344 | 79 | 29.8% | $1,677 | 加仓 |
| TRGP | TARGA RES CORP | $7,272 | 0.00% | 29 | 11 | 61.1% | $2,758 | 加仓 |
| NTRS | NORTHERN TR CORP | $7,258 | 0.00% | 52 | 22 | 73.3% | $3,071 | 加仓 |
| CVNA | CARVANA CO | $7,231 | 0.00% | 23 | 16 | 228.6% | $5,030 | 加仓 |