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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $7,162 | 0.00% | 8 | 2 | 33.3% | $1,790 | 加仓 |
| VLTO | VERALTO CORP | $7,074 | 0.00% | 80 | -3 | -3.6% | -$265 | 减仓 |
| MCO | MOODYS CORP | $6,980 | 0.00% | 16 | 1 | 6.7% | $436 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $6,969 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $6,916 | 0.00% | 46 | 45 | 4,500.0% | $6,766 | 加仓 |
| WYNN | WYNN RESORTS LTD | $6,906 | 0.00% | 68 | -8 | -10.5% | -$812 | 减仓 |
| WEX | WEX INC | $6,887 | 0.00% | 45 | 45 | — | $6,887 | 新建仓 |
| BLKB | BLACKBAUD INC | $6,873 | 0.00% | 178 | 18 | 11.2% | $695 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,762 | 0.00% | 50 | 26 | 108.3% | $3,516 | 加仓 |
| RVTY | REVVITY INC | $6,746 | 0.00% | 77 | 77 | — | $6,746 | 新建仓 |
| — | HOLOGIC INC | $6,728 | 0.00% | 89 | 2 | 2.3% | $151 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $6,728 | 0.00% | 39 | 15 | 62.5% | $2,588 | 加仓 |
| AGCO | AGCO CORP | $6,721 | 0.00% | 58 | 16 | 38.1% | $1,854 | 加仓 |
| OLN | OLIN CORP | $6,719 | 0.00% | 226 | 105 | 86.8% | $3,122 | 重新持有 |
| APA | APA CORPORATION | $6,706 | 0.00% | 158 | 95 | 150.8% | $4,032 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,687 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $6,664 | 0.00% | 34 | -51 | -60.0% | -$9,996 | 减仓 |
| INVH | INVITATION HOMES INC | $6,660 | 0.00% | 268 | 268 | — | $6,660 | 新建仓 |
| NTNX | NUTANIX INC | $6,652 | 0.00% | 175 | 119 | 212.5% | $4,523 | 重新持有 |
| ICLR | ICON PLC | $6,640 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $6,636 | 0.00% | 81 | 39 | 92.9% | $3,195 | 加仓 |
| ETR | ENTERGY CORP NEW | $6,630 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $6,617 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $6,616 | 0.00% | 164 | 143 | 681.0% | $5,769 | 加仓 |
| PSX | PHILLIPS 66 | $6,559 | 0.00% | 36 | 11 | 44.0% | $2,004 | 加仓 |
| G | GENPACT LIMITED | $6,556 | 0.00% | 176 | 8 | 4.8% | $298 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,556 | 0.00% | 71 | 23 | 47.9% | $2,124 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $6,546 | 0.00% | 67 | 28 | 71.8% | $2,736 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $6,531 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6,530 | 0.00% | 78 | 37 | 90.2% | $3,098 | 加仓 |
| LII | LENNOX INTL INC | $6,498 | 0.00% | 14 | 13 | 1,300.0% | $6,034 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,449 | 0.00% | 33 | 33 | — | $6,449 | 新建仓 |
| EXP | EAGLE MATLS INC | $6,442 | 0.00% | 34 | 34 | — | $6,442 | 新建仓 |
| HUBB | HUBBELL INC | $6,380 | 0.00% | 13 | 5 | 62.5% | $2,454 | 加仓 |
| NNN | NNN REIT INC | $6,347 | 0.00% | 151 | -324 | -68.2% | -$1.36万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $6,339 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $6,330 | 0.00% | 32 | 12 | 60.0% | $2,374 | 加仓 |
| DG | DOLLAR GEN CORP | $6,293 | 0.00% | 53 | 7 | 15.2% | $831 | 加仓 |
| ESS | ESSEX PPTY TR INC | $6,292 | 0.00% | 26 | 14 | 116.7% | $3,388 | 加仓 |
| DXCM | DEXCOM INC | $6,280 | 0.00% | 100 | 20 | 25.0% | $1,256 | 加仓 |
| ULTA | ULTA BEAUTY INC | $6,273 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $6,246 | 0.00% | 267 | 267 | — | $6,246 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $6,228 | 0.00% | 90 | 34 | 60.7% | $2,353 | 加仓 |
| SLB | SLB LIMITED | $6,219 | 0.00% | 121 | 57 | 89.1% | $2,930 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,203 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $6,180 | 0.00% | 76 | -52 | -40.6% | -$4,228 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $6,162 | 0.00% | 285 | 213 | 295.8% | $4,605 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $6,162 | 0.00% | 107 | 95 | 791.7% | $5,471 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $6,159 | 0.00% | 57 | -2 | -3.4% | -$216 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $6,152 | 0.00% | 115 | 83 | 259.4% | $4,440 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $6,131 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $6,117 | 0.00% | 93 | 59 | 173.5% | $3,881 | 重新持有 |
| — | LIBERTY BROADBAND CORP | $6,077 | 0.00% | 121 | 30 | 33.0% | $1,507 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $6,057 | 0.00% | 101 | 45 | 80.4% | $2,699 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,054 | 0.00% | 22 | 3 | 15.8% | $826 | 加仓 |
| BSY | BENTLEY SYS INC | $6,041 | 0.00% | 172 | 149 | 647.8% | $5,233 | 重新持有 |
| SNOW | SNOWFLAKE INC | $6,033 | 0.00% | 40 | 35 | 700.0% | $5,279 | 加仓 |
| GRMN | GARMIN LTD | $6,033 | 0.00% | 26 | 1 | 4.0% | $232 | 重新持有 |
| IVZ | INVESCO LTD | $6,024 | 0.00% | 248 | 53 | 27.2% | $1,287 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $5,983 | 0.00% | 522 | 330 | 171.9% | $3,782 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $5,954 | 0.00% | 47 | 23 | 95.8% | $2,914 | 加仓 |
| CCL | CARNIVAL CORP | $5,927 | 0.00% | 229 | -74 | -24.4% | -$1,915 | 减仓 |
| NI | NISOURCE INC | $5,926 | 0.00% | 127 | 48 | 60.8% | $2,240 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $5,886 | 0.00% | 146 | 146 | — | $5,886 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $5,852 | 0.00% | 34 | -97 | -74.0% | -$1.67万 | 减仓 |
| MRNA | MODERNA INC | $5,842 | 0.00% | 115 | 41 | 55.4% | $2,083 | 加仓 |
| XYZ | BLOCK INC | $5,838 | 0.00% | 97 | 63 | 185.3% | $3,792 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC | $5,728 | 0.00% | 32 | 7 | 28.0% | $1,253 | 加仓 |
| REG | REGENCY CTRS CORP | $5,675 | 0.00% | 75 | -27 | -26.5% | -$2,043 | 减仓 |
| BYD | BOYD GAMING CORP | $5,671 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $5,648 | 0.00% | 48 | 48 | — | $5,648 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $5,647 | 0.00% | 28 | 4 | 16.7% | $807 | 加仓 |
| SSNC | SS&C TECH HLDGS | $5,609 | 0.00% | 83 | 83 | — | $5,609 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $5,587 | 0.00% | 210 | 1 | 0.5% | $27 | 加仓 |
| CPA | COPA HOLDINGS SA | $5,567 | 0.00% | 49 | 9 | 22.5% | $1,023 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $5,563 | 0.00% | 241 | 241 | — | $5,563 | 新建仓 |
| BILL | BILL HOLDINGS INC | $5,554 | 0.00% | 145 | 106 | 271.8% | $4,060 | 加仓 |
| FIX | COMFORT SYS USA INC | $5,516 | 0.00% | 4 | 4 | — | $5,516 | 新建仓 |
| LAD | LITHIA MTRS INC | $5,494 | 0.00% | 22 | 17 | 340.0% | $4,245 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5,485 | 0.00% | 14 | 14 | — | $5,485 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $5,467 | 0.00% | 21 | 10 | 90.9% | $2,603 | 加仓 |
| GWW | WW GRAINGER INC | $5,455 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $5,450 | 0.00% | 100 | 100 | — | $5,450 | 新建仓 |
| SNA | SNAP ON INC | $5,449 | 0.00% | 15 | 7 | 87.5% | $2,543 | 加仓 |
| GAP | GAP INC | $5,445 | 0.00% | 225 | 173 | 332.7% | $4,187 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $5,442 | 0.00% | 47 | 20 | 74.1% | $2,316 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $5,434 | 0.00% | 124 | -50 | -28.7% | -$2,191 | 减仓 |
| SO | SOUTHERN CO | $5,406 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $5,393 | 0.00% | 110 | 5 | 4.8% | $245 | 加仓 |
| MPC | MARATHON PETE CORP | $5,372 | 0.00% | 22 | 1 | 4.8% | $244 | 加仓 |
| PPL | PPL CORP | $5,348 | 0.00% | 140 | 65 | 86.7% | $2,483 | 加仓 |
| IRM | IRON MTN INC DEL | $5,312 | 0.00% | 52 | 22 | 73.3% | $2,247 | 重新持有 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $5,307 | 0.00% | 72 | 13 | 22.0% | $958 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $5,298 | 0.00% | 94 | 23 | 32.4% | $1,296 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $5,298 | 0.00% | 25 | 7 | 38.9% | $1,483 | 加仓 |
| BIO | BIO RAD LABS INC | $5,297 | 0.00% | 19 | 19 | — | $5,297 | 新建仓 |
| PTC | PTC INC | $5,273 | 0.00% | 37 | 34 | 1,133.3% | $4,845 | 重新持有 |
| PEN | PENUMBRA INC | $5,254 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $5,250 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $5,186 | 0.00% | 71 | 47 | 195.8% | $3,433 | 加仓 |