13F 机构持仓

ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK CA · SEC CIK 0001976256

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IUSB 11.4%
FNDX 7.4%
IUSG 6.5%
AVDE 5.2%
SCHX 3.7%
VO 3.3%
AVEM 3.1%
AAPL 2.6%
GOOGL 2.3%
IJR 2.2%

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 00.0% — 不变
DASH DOORDASH INC $1.07万0.00%71 40129.0% $6,006 加仓
EXR EXTRA SPACE STORAGE INC $1.05万0.00%80 1523.1% $1,967 加仓
VTRS VIATRIS INC $1.04万0.00%772 263.5% $351 加仓
JCI JOHNSON CONTROLS INTERNATION $1.03万0.00%79 79.7% $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 52433.3% $8,218 加仓
WELL WELLTOWER INC $1.01万0.00%51 00.0% — 不变
SDY SPDR SERIES TRUST $1.01万0.00%69 00.0% — 不变
HUM HUMANA INC $1.01万0.00%58 35152.2% $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 $9,9640.00%31 624.0% $1,929 加仓
SM SM ENERGY COMPANY $9,8530.00%316 316— $9,853 新建仓
QQQM INVESCO EXCH TRADED FD TR II $9,8520.00%41 513.9% $1,201 加仓
FTV FORTIVE CORP $9,8400.00%178 146456.2% $8,071 加仓
MHK MOHAWK INDS INC $9,7480.00%99 77350.0% $7,582 重新持有
ROKU ROKU INC $9,7460.00%103 2837.3% $2,649 加仓
TPR TAPESTRY INC $9,5960.00%68 00.0% — 不变
VMI VALMONT INDS INC $9,5900.00%24 19380.0% $7,592 加仓
IDXX IDEXX LABS INC $9,5530.00%17 654.5% $3,372 加仓
SWK STANLEY BLACK & DECKER INC $9,5230.00%134 134— $9,523 新建仓
UBER UBER TECHNOLOGIES INC $9,4620.00%132 -560-80.9% -$4.01万 减仓
RIVN RIVIAN AUTOMOTIVE INC $9,4220.00%626 -38-5.7% -$572 减仓
CSL CARLISLE COS INC $9,3420.00%28 28— $9,342 新建仓
CIEN CIENA CORP $9,3180.00%24 16200.0% $6,212 加仓
SOXX ISHARES TR $9,3110.00%28 00.0% — 不变
ACHR ARCHER AVIATION INC $9,3060.00%1,800 1,800— $9,306 新建仓
PXF INVESCO EXCH TRADED FD TR II $9,3040.00%133 -41-23.6% -$2,868 减仓
REGN REGENERON PHARMACEUTICALS $9,2720.00%12 19.1% $773 加仓
SMG SCOTTS MIRACLE-GRO CO $9,2440.00%152 3428.8% $2,068 加仓
BALL BALL CORP $9,1630.00%155 3226.0% $1,892 加仓
DOW DOW HLDGS INC $9,1630.00%220 184511.1% $7,664 加仓
— JANUS HENDERSON GROUP PLC $9,1440.00%178 7267.9% $3,699 加仓
ROST ROSS STORES INC $9,0990.00%42 25147.1% $5,416 加仓
CARR CARRIER GLOBAL CORPORATION $9,0910.00%161 2518.4% $1,412 加仓
RL RALPH LAUREN CORP $8,9440.00%26 00.0% — 不变
ALL ALLSTATE CORP $8,9160.00%43 1134.4% $2,281 加仓
SNDK SANDISK CORP $8,8950.00%14 14— $8,895 新建仓
CLH CLEAN HARBORS INC $8,8890.00%31 1047.6% $2,867 加仓
PRMB PRIMO BRANDS CORPORATION $8,8510.00%470 470— $8,851 新建仓
DFIV DIMENSIONAL ETF TRUST $8,8320.00%167 167— $8,832 新建仓
EQIX EQUINIX INC $8,8230.00%9 480.0% $3,921 加仓
RAL RALLIANT CORP $8,8180.00%212 212— $8,818 新建仓
MOH MOLINA HEALTHCARE INC $8,7980.00%66 -5-7.0% -$667 减仓
AN AUTONATION INC $8,7870.00%45 28164.7% $5,467 重新持有
MPWR MONOLITHIC PWR SYS INC $8,7470.00%8 00.0% — 不变
STT STATE STR CORP $8,7330.00%69 2040.8% $2,531 加仓
CLVT CLARIVATE PLC $8,6560.00%3,421 3,421— $8,656 新建仓
SHW SHERWIN WILLIAMS CO $8,6550.00%27 15125.0% $4,808 加仓
TSN TYSON FOODS INC $8,6500.00%135 1512.5% $961 加仓
SRE SEMPRA $8,6490.00%89 00.0% — 不变
PNR PENTAIR PLC $8,6240.00%99 921,314.3% $8,014 加仓
ADSK AUTODESK INC $8,6190.00%36 -19-34.5% -$4,549 减仓
ST SENSATA TECHNOLOGIES HLDG PL $8,5240.00%242 158188.1% $5,565 加仓
HCA HCA HEALTHCARE INC $8,5190.00%18 15.9% $473 加仓
TREX TREX INC $8,4860.00%233 233— $8,486 新建仓
CXT CRANE NXT CO $8,4840.00%209 209— $8,484 新建仓
PID INVESCO EXCHANGE TRADED FD T $8,4540.00%380 00.0% — 不变
CAH CARDINAL HEALTH INC $8,4530.00%40 1560.0% $3,170 加仓
AM ANTERO MIDSTREAM CORP $8,4360.00%370 -1,141-75.5% -$2.60万 减仓
BKR BAKER HUGHES COMPANY $8,4250.00%138 2522.1% $1,526 加仓
MUSA MURPHY USA INC $8,3980.00%17 -23-57.5% -$1.14万 减仓
FCX FREEPORT MCMORAN INC $8,3470.00%142 5563.2% $3,233 加仓
EMN EASTMAN CHEM CO $8,3190.00%109 1011,262.5% $7,708 重新持有
FLR FLUOR CORP $8,3040.00%178 178— $8,304 新建仓
FISV FISERV INC $8,2590.00%148 -71-32.4% -$3,962 减仓
LBTYK LIBERTY GLOBAL LTD $8,2350.00%702 -1,052-60.0% -$1.23万 减仓
MOAT VANECK ETF TRUST $8,2200.00%85 00.0% — 不变
IQV IQVIA HLDGS INC $8,1860.00%48 39433.3% $6,651 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $8,1760.00%101 00.0% — 不变
IYW ISHARES TR $8,1640.00%45 00.0% — 不变
AME AMETEK INC $8,1460.00%38 1035.7% $2,144 加仓
VMBS VANGUARD SCOTTSDALE FDS $8,1230.00%173 00.0% — 不变
THC TENET HEALTHCARE CORP $8,1150.00%43 24.9% $377 加仓
INGR INGREDION INC $8,1120.00%72 43148.3% $4,845 加仓
DAL DELTA AIR LINES INC $8,0450.00%121 1918.6% $1,263 加仓
SAIC SCIENCE APPLICATIONS INTL CO $7,9740.00%84 -5-5.6% -$475 减仓
— QORVO INC $7,9730.00%103 1314.4% $1,006 加仓
NXPI NXP SEMICONDUCTORS N V $7,8750.00%40 -48-54.5% -$9,450 减仓
MKSI MKS INC. $7,8140.00%34 00.0% — 不变
MCK MCKESSON CORP $7,7890.00%9 350.0% $2,596 加仓
CHDN CHURCHILL DOWNS INC $7,7260.00%86 811,620.0% $7,277 加仓
IBKR INTERACTIVE BROKERS GROUP IN $7,7140.00%115 00.0% — 不变
AMCR AMCOR PLC $7,7120.00%194 194— $7,712 新建仓
CHTR CHARTER COMMUNICATIONS INC $7,5560.00%35 26.1% $432 加仓
ES EVERSOURCE ENERGY $7,5520.00%109 3751.4% $2,564 加仓
EW EDWARDS LIFESCIENCES CORP $7,5280.00%94 2332.4% $1,842 加仓
EL LAUDER ESTEE COS INC $7,5260.00%105 77.1% $502 加仓
FFIV F5 INC $7,5230.00%26 21420.0% $6,076 加仓
VRT VERTIV HOLDINGS CO $7,5180.00%30 00.0% — 不变
RSG REPUBLIC SVCS INC $7,4470.00%34 18112.5% $3,943 加仓
VTIP VANGUARD MALVERN FDS $7,4430.00%149 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC $7,4080.00%281 247726.5% $6,512 加仓
INGM INGRAM MICRO HLDG CORP $7,3200.00%314 6626.6% $1,539 加仓
OMC OMNICOM GROUP INC $7,3060.00%97 97— $7,306 新建仓
TXG 10X GENOMICS INC $7,3040.00%344 7929.8% $1,677 加仓
TRGP TARGA RES CORP $7,2720.00%29 1161.1% $2,758 加仓
NTRS NORTHERN TR CORP $7,2580.00%52 2273.3% $3,071 加仓
CVNA CARVANA CO $7,2310.00%23 16228.6% $5,030 加仓