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 |
|---|---|---|---|---|---|---|---|---|
| NCNO | NCINO INC | $5,169 | 0.00% | 345 | 345 | — | $5,169 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $5,116 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $5,097 | 0.00% | 12 | 3 | 33.3% | $1,274 | 加仓 |
| TXT | TEXTRON INC | $5,079 | 0.00% | 58 | 30 | 107.1% | $2,627 | 加仓 |
| HLNE | HAMILTON LANE INC | $5,070 | 0.00% | 51 | 51 | — | $5,070 | 新建仓 |
| HYS | PIMCO ETF TR | $5,037 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5,037 | 0.00% | 58 | 58 | — | $5,037 | 新建仓 |
| TKR | TIMKEN CO | $5,029 | 0.00% | 50 | 31 | 163.2% | $3,118 | 加仓 |
| COR | CENCORA INC | $5,027 | 0.00% | 16 | 6 | 60.0% | $1,885 | 加仓 |
| WWD | WOODWARD INC | $5,011 | 0.00% | 14 | 3 | 27.3% | $1,074 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,005 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $4,981 | 0.00% | 51 | 20 | 64.5% | $1,953 | 加仓 |
| DTE | DTE ENERGY CO | $4,972 | 0.00% | 34 | 6 | 21.4% | $877 | 加仓 |
| KHC | KRAFT HEINZ CO | $4,954 | 0.00% | 220 | 137 | 165.1% | $3,085 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $4,932 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $4,914 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4,906 | 0.00% | 29 | 0 | 0.0% | — | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $4,904 | 0.00% | 61 | -59 | -49.2% | -$4,743 | 减仓 |
| AMP | AMERIPRISE FINL INC | $4,889 | 0.00% | 11 | 6 | 120.0% | $2,667 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4,878 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4,866 | 0.00% | 54 | 28 | 107.7% | $2,523 | 加仓 |
| GPC | GENUINE PARTS CO | $4,865 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4,846 | 0.00% | 72 | 72 | — | $4,846 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $4,836 | 0.00% | 48 | 40 | 500.0% | $4,030 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4,824 | 0.00% | 50 | -47 | -48.5% | -$4,535 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $4,805 | 0.00% | 195 | 124 | 174.6% | $3,055 | 加仓 |
| LINE | LINEAGE INC | $4,751 | 0.00% | 145 | 145 | — | $4,751 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $4,665 | 0.00% | 13 | -9 | -40.9% | -$3,230 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $4,663 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $4,663 | 0.00% | 1,288 | 1,288 | — | $4,663 | 新建仓 |
| BRKR | BRUKER CORP | $4,660 | 0.00% | 129 | 129 | — | $4,660 | 新建仓 |
| FMC | FMC CORP | $4,650 | 0.00% | 270 | 50 | 22.7% | $861 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,627 | 0.00% | 65 | 36 | 124.1% | $2,563 | 加仓 |
| HAS | HASBRO INC | $4,587 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $4,541 | 0.00% | 128 | 64 | 100.0% | $2,270 | 加仓 |
| RNG | RINGCENTRAL INC | $4,463 | 0.00% | 120 | 97 | 421.7% | $3,608 | 加仓 |
| OGE | OGE ENERGY CORP | $4,461 | 0.00% | 93 | 93 | — | $4,461 | 新建仓 |
| BIDU | BAIDU INC | $4,457 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $4,421 | 0.00% | 26 | 18 | 225.0% | $3,061 | 重新持有 |
| TDC | TERADATA CORP DEL | $4,409 | 0.00% | 172 | 172 | — | $4,409 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,398 | 0.00% | 15 | -4 | -21.1% | -$1,173 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4,390 | 0.00% | 173 | 55 | 46.6% | $1,396 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4,376 | 0.00% | 15 | 4 | 36.4% | $1,167 | 加仓 |
| USB | US BANCORP | $4,369 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,355 | 0.00% | 32 | -276 | -89.6% | -$3.76万 | 减仓 |
| EMB | ISHARES TR | $4,321 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $4,317 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $4,288 | 0.00% | 33 | 28 | 560.0% | $3,638 | 重新持有 |
| NOW | SERVICENOW INC | $4,287 | 0.00% | 41 | 21 | 105.0% | $2,196 | 加仓 |
| NRG | NRG ENERGY INC | $4,239 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $4,192 | 0.00% | 22 | 6 | 37.5% | $1,143 | 加仓 |
| MTZ | MASTEC INC | $4,183 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $4,182 | 0.00% | 20 | 20 | — | $4,182 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $4,172 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $4,168 | 0.00% | 61 | 59 | 2,950.0% | $4,031 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $4,131 | 0.00% | 121 | -8 | -6.2% | -$273 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $4,128 | 0.00% | 43 | 39 | 975.0% | $3,744 | 加仓 |
| CPRT | COPART INC | $4,117 | 0.00% | 124 | 124 | — | $4,117 | 新建仓 |
| FIVE | FIVE BELOW INC | $4,113 | 0.00% | 18 | 3 | 20.0% | $686 | 加仓 |
| MAS | MASCO CORP | $4,106 | 0.00% | 68 | -20 | -22.7% | -$1,208 | 重新持有 |
| RHI | ROBERT HALF INC. | $4,090 | 0.00% | 161 | 37 | 29.8% | $940 | 重新持有 |
| CLX | CLOROX CO DEL | $4,087 | 0.00% | 39 | -69 | -63.9% | -$7,231 | 减仓 |
| — | DUPONT DE NEMOURS INC | $4,077 | 0.00% | 89 | 72 | 423.5% | $3,298 | 加仓 |
| ATO | ATMOS ENERGY CORP | $4,064 | 0.00% | 22 | 15 | 214.3% | $2,771 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,062 | 0.00% | 37 | -18 | -32.7% | -$1,976 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $4,019 | 0.00% | 69 | -285 | -80.5% | -$1.66万 | 减仓 |
| VRSN | VERISIGN INC | $3,974 | 0.00% | 16 | -11 | -40.7% | -$2,732 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $3,960 | 0.00% | 43 | 1 | 2.4% | $92 | 加仓 |
| PCG | PG&E CORP | $3,954 | 0.00% | 225 | 58 | 34.7% | $1,019 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,948 | 0.00% | 11 | -9 | -45.0% | -$3,230 | 减仓 |
| XYL | XYLEM INC | $3,944 | 0.00% | 33 | -13 | -28.3% | -$1,554 | 减仓 |
| HRL | HORMEL FOODS CORP | $3,942 | 0.00% | 174 | 162 | 1,350.0% | $3,670 | 重新持有 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,911 | 0.00% | 46 | -48 | -51.1% | -$4,081 | 减仓 |
| NVT | NVENT ELEC PLC | $3,904 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $3,878 | 0.00% | 27 | 27 | — | $3,878 | 新建仓 |
| RPM | RPM INTL INC | $3,877 | 0.00% | 39 | 1 | 2.6% | $99 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $3,876 | 0.00% | 54 | 54 | — | $3,876 | 新建仓 |
| IDA | IDACORP INC | $3,861 | 0.00% | 27 | 27 | — | $3,861 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $3,854 | 0.00% | 38 | 29 | 322.2% | $2,941 | 加仓 |
| EPR | EPR PPTYS | $3,847 | 0.00% | 77 | -13 | -14.4% | -$649 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $3,838 | 0.00% | 78 | 62 | 387.5% | $3,051 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $3,837 | 0.00% | 126 | 126 | — | $3,837 | 新建仓 |
| THG | HANOVER INS GROUP INC | $3,814 | 0.00% | 22 | 5 | 29.4% | $867 | 加仓 |
| VMC | VULCAN MATLS CO | $3,813 | 0.00% | 14 | -4 | -22.2% | -$1,089 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,803 | 0.00% | 66 | 20 | 43.5% | $1,152 | 重新持有 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,797 | 0.00% | 8 | 2 | 33.3% | $949 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $3,773 | 0.00% | 63 | -115 | -64.6% | -$6,887 | 减仓 |
| ETSY | ETSY INC | $3,703 | 0.00% | 74 | 13 | 21.3% | $651 | 加仓 |
| EME | EMCOR GROUP INC | $3,692 | 0.00% | 5 | 5 | — | $3,692 | 新建仓 |
| COKE | COCA COLA CONS INC | $3,644 | 0.00% | 19 | 19 | — | $3,644 | 新建仓 |
| WSO | WATSCO INC | $3,638 | 0.00% | 10 | 9 | 900.0% | $3,274 | 重新持有 |
| ENTG | ENTEGRIS INC | $3,635 | 0.00% | 31 | 12 | 63.2% | $1,407 | 加仓 |
| MDU | MDU RES GROUP INC | $3,626 | 0.00% | 175 | 138 | 373.0% | $2,859 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $3,604 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $3,601 | 0.00% | 21 | 7 | 50.0% | $1,200 | 加仓 |
| ALB | ALBEMARLE CORP | $3,591 | 0.00% | 20 | 5 | 33.3% | $898 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $3,587 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $3,568 | 0.00% | 17 | -3 | -15.0% | -$630 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $3,542 | 0.00% | 29 | 26 | 866.7% | $3,176 | 加仓 |
| ORI | OLD REP INTL CORP | $3,512 | 0.00% | 88 | 61 | 225.9% | $2,434 | 加仓 |