ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK CA · SEC CIK 0001976256
$3.34亿2026Q2 申报市值
1,305持仓数
45.9%前十大占比 · 第一大 10.7%
257 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IUSB 加仓+$396.96万
LLY 加仓+$101.25万
JNJ 加仓+$87.44万
AVDE 加仓+$75.80万
QQQ 加仓+$75.26万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$40.58万
EXXON MOBIL CORP 清仓-$39.76万
STRL 减仓-$34.75万
SCHX 减仓-$32.79万
FICO 减仓-$21.51万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| P | EVERPURE INC | $1.95万 | 0.01% | 247 | 240 | 3,428.6% | $1.89万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $1.95万 | 0.01% | 88 | 88 | — | $1.95万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $1.93万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $1.92万 | 0.01% | 432 | 120 | 38.5% | $5,337 | 加仓 |
| GDDY | GODADDY INC | $1.92万 | 0.01% | 226 | 210 | 1,312.5% | $1.78万 | 重新持有 |
| HUBS | HUBSPOT INC | $1.92万 | 0.01% | 105 | 53 | 101.9% | $9,673 | 加仓 |
| VTRS | VIATRIS INC | $1.91万 | 0.01% | 1,203 | 431 | 55.8% | $6,844 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.90万 | 0.01% | 70 | 70 | — | $1.90万 | 新建仓 |
| FE | FIRSTENERGY CORP | $1.90万 | 0.01% | 400 | 400 | — | $1.90万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $1.90万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.89万 | 0.01% | 74 | 52 | 236.4% | $1.33万 | 加仓 |
| ADBE | ADOBE INC | $1.89万 | 0.01% | 92 | 12 | 15.0% | $2,460 | 加仓 |
| NVS | NOVARTIS AG | $1.88万 | 0.01% | 120 | -230 | -65.7% | -$3.60万 | 重新持有 |
| CNA | CNA FINL CORP | $1.86万 | 0.01% | 383 | -23 | -5.7% | -$1,118 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.84万 | 0.01% | 104 | 70 | 205.9% | $1.24万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.83万 | 0.01% | 291 | 149 | 104.9% | $9,371 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.81万 | 0.01% | 62 | 60 | 3,000.0% | $1.75万 | 加仓 |
| MCO | MOODYS CORP | $1.81万 | 0.01% | 40 | 24 | 150.0% | $1.09万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $1.81万 | 0.01% | 1,269 | 973 | 328.7% | $1.39万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1.81万 | 0.01% | 45 | 14 | 45.2% | $5,626 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.81万 | 0.01% | 169 | 121 | 252.1% | $1.29万 | 加仓 |
| DGS | WISDOMTREE TR | $1.80万 | 0.01% | 279 | 4 | 1.5% | $259 | 加仓 |
| KB | KB FINL GROUP INC | $1.79万 | 0.01% | 171 | 171 | — | $1.79万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $1.79万 | 0.01% | 100 | 1 | 1.0% | $179 | 加仓 |
| VLU | SPDR SERIES TRUST | $1.79万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.79万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.77万 | 0.01% | 63 | 23 | 57.5% | $6,464 | 加仓 |
| VMC | VULCAN MATLS CO | $1.77万 | 0.01% | 60 | 46 | 328.6% | $1.36万 | 加仓 |
| MOS | MOSAIC CO | $1.77万 | 0.01% | 833 | 38 | 4.8% | $805 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.76万 | 0.01% | 204 | 143 | 234.4% | $1.23万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.76万 | 0.01% | 52 | 11 | 26.8% | $3,721 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.76万 | 0.01% | 256 | 220 | 611.1% | $1.51万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1.75万 | 0.01% | 663 | 490 | 283.2% | $1.29万 | 加仓 |
| TREX | TREX INC | $1.75万 | 0.01% | 349 | 116 | 49.8% | $5,805 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.74万 | 0.01% | 18 | 4 | 28.6% | $3,860 | 加仓 |
| XT | ISHARES TR | $1.74万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV | $1.74万 | 0.01% | 253 | 253 | — | $1.74万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.72万 | 0.01% | 121 | 86 | 245.7% | $1.22万 | 加仓 |
| AFL | AFLAC INC | $1.71万 | 0.01% | 146 | 116 | 386.7% | $1.36万 | 加仓 |
| SON | SONOCO PRODS CO | $1.71万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $1.71万 | 0.01% | 50 | 43 | 614.3% | $1.47万 | 加仓 |
| HDB | HDFC BANK LTD | $1.70万 | 0.01% | 660 | 660 | — | $1.70万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $1.69万 | 0.01% | 334 | 310 | 1,291.7% | $1.56万 | 加仓 |
| IWB | ISHARES TR | $1.68万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $1.68万 | 0.01% | 187 | 168 | 884.2% | $1.51万 | 加仓 |
| CME | CME GROUP INC | $1.68万 | 0.01% | 76 | 29 | 61.7% | $6,404 | 加仓 |
| DXCM | DEXCOM INC | $1.68万 | 0.01% | 249 | 149 | 149.0% | $1.00万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.66万 | 0.00% | 338 | 38 | 12.7% | $1,871 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $1.66万 | 0.00% | 132 | 116 | 725.0% | $1.46万 | 加仓 |
| SF | STIFEL FINL CORP | $1.65万 | 0.00% | 237 | 215 | 977.3% | $1.50万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1.65万 | 0.00% | 150 | 100 | 200.0% | $1.10万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.64万 | 0.00% | 140 | 140 | — | $1.64万 | 新建仓 |
| ORI | OLD REP INTL CORP | $1.64万 | 0.00% | 400 | 312 | 354.5% | $1.28万 | 加仓 |
| EVRG | EVERGY INC | $1.62万 | 0.00% | 188 | 107 | 132.1% | $9,248 | 加仓 |
| AVTR | AVANTOR INC | $1.61万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.61万 | 0.00% | 35 | 35 | — | $1.61万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.60万 | 0.00% | 110 | 30 | 37.5% | $4,359 | 加仓 |
| AZO | AUTOZONE INC | $1.60万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.59万 | 0.00% | 40 | 6 | 17.6% | $2,386 | 加仓 |
| VICI | VICI PPTYS INC | $1.59万 | 0.00% | 598 | 569 | 1,962.1% | $1.51万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.58万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.58万 | 0.00% | 181 | 66 | 57.4% | $5,745 | 加仓 |
| ING | ING GROEP N.V. | $1.58万 | 0.00% | 502 | 502 | — | $1.58万 | 新建仓 |
| UNM | UNUM GROUP | $1.57万 | 0.00% | 176 | 105 | 147.9% | $9,387 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.56万 | 0.00% | 155 | 118 | 318.9% | $1.19万 | 加仓 |
| CE | CELANESE CORP DEL | $1.56万 | 0.00% | 339 | 246 | 264.5% | $1.13万 | 加仓 |
| VNO | VORNADO RLTY TR | $1.55万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.54万 | 0.00% | 198 | 198 | — | $1.54万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1.53万 | 0.00% | 176 | 30 | 20.5% | $2,609 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.53万 | 0.00% | 58 | 38 | 190.0% | $1.00万 | 加仓 |
| NMR | NOMURA HLDGS INC | $1.53万 | 0.00% | 1,739 | 1,739 | — | $1.53万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1.53万 | 0.00% | 195 | 57 | 41.3% | $4,459 | 加仓 |
| KIM | KIMCO REALTY CORP | $1.52万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.52万 | 0.00% | 287 | -1,452 | -83.5% | -$7.67万 | 减仓 |
| MKSI | MKS INC. | $1.51万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $1.51万 | 0.00% | 28 | 11 | 64.7% | $5,928 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.49万 | 0.00% | 168 | 24 | 16.7% | $2,126 | 加仓 |
| WEN | WENDYS CO | $1.49万 | 0.00% | 1,794 | -1,675 | -48.3% | -$1.39万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1.49万 | 0.00% | 608 | 138 | 29.4% | $3,373 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1.48万 | 0.00% | 92 | 92 | — | $1.48万 | 新建仓 |
| PRI | PRIMERICA INC | $1.48万 | 0.00% | 52 | 44 | 550.0% | $1.25万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1.47万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1.47万 | 0.00% | 202 | 105 | 108.2% | $7,647 | 加仓 |
| ESTC | ELASTIC N V | $1.47万 | 0.00% | 258 | 137 | 113.2% | $7,812 | 重新持有 |
| BF/A | BROWN FORMAN CORP | $1.47万 | 0.00% | 537 | 537 | — | $1.47万 | 新建仓 |
| INTU | INTUIT | $1.46万 | 0.00% | 56 | 23 | 69.7% | $6,003 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1.46万 | 0.00% | 26 | 14 | 116.7% | $7,849 | 加仓 |
| CPT | CAMDEN PPTY TR | $1.45万 | 0.00% | 127 | 76 | 149.0% | $8,702 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $1.45万 | 0.00% | 114 | 20 | 21.3% | $2,535 | 加仓 |
| BRO | BROWN & BROWN INC | $1.44万 | 0.00% | 225 | -102 | -31.2% | -$6,543 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.44万 | 0.00% | 158 | 62 | 64.6% | $5,655 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.44万 | 0.00% | 573 | 573 | — | $1.44万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.42万 | 0.00% | 120 | 103 | 605.9% | $1.22万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1.42万 | 0.00% | 677 | 677 | — | $1.42万 | 新建仓 |
| EXP | EAGLE MATLS INC | $1.42万 | 0.00% | 63 | 29 | 85.3% | $6,525 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.42万 | 0.00% | 314 | 314 | — | $1.42万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.42万 | 0.00% | 671 | 671 | — | $1.42万 | 新建仓 |
| MTZ | MASTEC INC | $1.41万 | 0.00% | 34 | 21 | 161.5% | $8,738 | 加仓 |
| CHWY | CHEWY INC | $1.41万 | 0.00% | 717 | 587 | 451.5% | $1.15万 | 重新持有 |
| BEN | FRANKLIN RESOURCES INC | $1.41万 | 0.00% | 423 | 325 | 331.6% | $1.08万 | 加仓 |