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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $3,492 | 0.00% | 12 | 2 | 20.0% | $582 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,477 | 0.00% | 17 | 17 | — | $3,477 | 新建仓 |
| MIDD | MIDDLEBY CORP | $3,448 | 0.00% | 26 | 19 | 271.4% | $2,520 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $3,444 | 0.00% | 97 | 97 | — | $3,444 | 新建仓 |
| HAL | HALLIBURTON CO | $3,393 | 0.00% | 87 | 45 | 107.1% | $1,755 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,391 | 0.00% | 74 | 50 | 208.3% | $2,291 | 加仓 |
| — | MASIMO CORP | $3,380 | 0.00% | 19 | 13 | 216.7% | $2,313 | 加仓 |
| METC | RAMACO RES INC | $3,371 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3,309 | 0.00% | 30 | -185 | -86.0% | -$2.04万 | 减仓 |
| WCC | WESCO INTL INC | $3,284 | 0.00% | 12 | 11 | 1,100.0% | $3,010 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,271 | 0.00% | 209 | 195 | 1,392.9% | $3,052 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3,265 | 0.00% | 45 | 23 | 104.5% | $1,669 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3,256 | 0.00% | 50 | 18 | 56.2% | $1,172 | 加仓 |
| CNC | CENTENE CORP DEL | $3,242 | 0.00% | 99 | -173 | -63.6% | -$5,665 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3,234 | 0.00% | 142 | 133 | 1,477.8% | $3,029 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $3,188 | 0.00% | 37 | 37 | — | $3,188 | 新建仓 |
| CGNX | COGNEX CORP | $3,185 | 0.00% | 65 | 10 | 18.2% | $490 | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC | $3,176 | 0.00% | 200 | 29 | 17.0% | $461 | 加仓 |
| SAIA | SAIA INC | $3,162 | 0.00% | 9 | 9 | — | $3,162 | 新建仓 |
| KVUE | KENVUE INC | $3,155 | 0.00% | 183 | -106 | -36.7% | -$1,827 | 减仓 |
| TOL | TOLL BROTHERS INC | $3,139 | 0.00% | 23 | 17 | 283.3% | $2,320 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $3,117 | 0.00% | 296 | 167 | 129.5% | $1,759 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,115 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3,108 | 0.00% | 155 | 155 | — | $3,108 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $3,105 | 0.00% | 30 | 11 | 57.9% | $1,138 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,101 | 0.00% | 27 | 27 | — | $3,101 | 新建仓 |
| ESAB | ESAB CORPORATION | $3,094 | 0.00% | 32 | 32 | — | $3,094 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,092 | 0.00% | 11 | -85 | -88.5% | -$2.39万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,089 | 0.00% | 188 | 171 | 1,005.9% | $2,810 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $3,065 | 0.00% | 78 | 78 | — | $3,065 | 新建仓 |
| NUE | NUCOR CORP | $3,044 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $3,040 | 0.00% | 8 | 4 | 100.0% | $1,520 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $3,018 | 0.00% | 56 | -12 | -17.6% | -$647 | 减仓 |
| TRU | TRANSUNION | $2,976 | 0.00% | 43 | -27 | -38.6% | -$1,869 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,968 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $2,949 | 0.00% | 80 | 17 | 27.0% | $627 | 加仓 |
| FHI | FEDERATED HERMES INC | $2,949 | 0.00% | 52 | 52 | — | $2,949 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $2,918 | 0.00% | 16 | -6 | -27.3% | -$1,094 | 减仓 |
| ATR | APTARGROUP INC | $2,899 | 0.00% | 23 | 18 | 360.0% | $2,269 | 加仓 |
| EIX | EDISON INTL | $2,855 | 0.00% | 39 | 18 | 85.7% | $1,318 | 加仓 |
| VFC | V F CORP | $2,855 | 0.00% | 168 | 168 | — | $2,855 | 新建仓 |
| — | GATES INDL CORP PLC | $2,827 | 0.00% | 125 | -71 | -36.2% | -$1,606 | 重新持有 |
| AU | ANGLOGOLD ASHANTI PLC | $2,824 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $2,822 | 0.00% | 38 | 38 | — | $2,822 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $2,799 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,786 | 0.00% | 87 | -172 | -66.4% | -$5,508 | 减仓 |
| YETI | YETI HLDGS INC | $2,781 | 0.00% | 76 | 24 | 46.2% | $878 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $2,767 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2,762 | 0.00% | 14 | 14 | — | $2,762 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $2,747 | 0.00% | 47 | 47 | — | $2,747 | 新建仓 |
| HUN | HUNTSMAN CORP | $2,729 | 0.00% | 205 | 69 | 50.7% | $919 | 加仓 |
| GLW | CORNING INC | $2,720 | 0.00% | 20 | 20 | — | $2,720 | 新建仓 |
| CMS | CMS ENERGY CORP | $2,716 | 0.00% | 35 | 35 | — | $2,716 | 新建仓 |
| PBF | PBF ENERGY INC | $2,715 | 0.00% | 57 | 57 | — | $2,715 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $2,687 | 0.00% | 97 | 61 | 169.4% | $1,690 | 加仓 |
| — | LEGGETT & PLATT INC | $2,678 | 0.00% | 271 | 94 | 53.1% | $929 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $2,677 | 0.00% | 125 | -94 | -42.9% | -$2,013 | 减仓 |
| ALLY | ALLY FINL INC | $2,668 | 0.00% | 68 | 39 | 134.5% | $1,530 | 加仓 |
| IEX | IDEX CORP | $2,654 | 0.00% | 14 | 14 | — | $2,654 | 新建仓 |
| FCN | FTI CONSULTING INC | $2,652 | 0.00% | 15 | -66 | -81.5% | -$1.17万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2,634 | 0.00% | 58 | -69 | -54.3% | -$3,134 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,623 | 0.00% | 28 | 28 | — | $2,623 | 新建仓 |
| ROL | ROLLINS INC | $2,564 | 0.00% | 48 | 21 | 77.8% | $1,122 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2,554 | 0.00% | 69 | 69 | — | $2,554 | 新建仓 |
| EFX | EQUIFAX INC | $2,521 | 0.00% | 14 | -7 | -33.3% | -$1,260 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2,509 | 0.00% | 12 | -6 | -33.3% | -$1,254 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,469 | 0.00% | 18 | 18 | — | $2,469 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,442 | 0.00% | 88 | 88 | — | $2,442 | 新建仓 |
| CBRE | CBRE GROUP INC | $2,439 | 0.00% | 18 | -10 | -35.7% | -$1,355 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,421 | 0.00% | 4 | -18 | -81.8% | -$1.09万 | 重新持有 |
| D | DOMINION ENERGY INC | $2,411 | 0.00% | 39 | 31 | 387.5% | $1,916 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,404 | 0.00% | 92 | 50 | 119.0% | $1,307 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $2,401 | 0.00% | 5 | 5 | — | $2,401 | 新建仓 |
| AIZ | ASSURANT INC | $2,396 | 0.00% | 11 | 10 | 1,000.0% | $2,178 | 加仓 |
| COO | COOPER COS INC | $2,360 | 0.00% | 33 | 24 | 266.7% | $1,716 | 加仓 |
| PHM | PULTE GROUP INC | $2,353 | 0.00% | 20 | -24 | -54.5% | -$2,824 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $2,332 | 0.00% | 85 | 69 | 431.2% | $1,893 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $2,315 | 0.00% | 98 | 72 | 276.9% | $1,701 | 加仓 |
| AOS | SMITH A O CORP | $2,308 | 0.00% | 35 | -92 | -72.4% | -$6,067 | 减仓 |
| TECH | BIO-TECHNE CORP | $2,300 | 0.00% | 44 | 9 | 25.7% | $470 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2,299 | 0.00% | 18 | 18 | — | $2,299 | 新建仓 |
| — | COTERRA ENERGY INC | $2,285 | 0.00% | 65 | -316 | -82.9% | -$1.11万 | 减仓 |
| BPOP | POPULAR INC | $2,281 | 0.00% | 17 | 17 | — | $2,281 | 新建仓 |
| SUI | SUN CMNTYS INC | $2,268 | 0.00% | 18 | 5 | 38.5% | $630 | 加仓 |
| W | WAYFAIR INC | $2,257 | 0.00% | 30 | 9 | 42.9% | $677 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,256 | 0.00% | 9 | -8 | -47.1% | -$2,005 | 减仓 |
| NVO | NOVO-NORDISK A S | $2,242 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $2,242 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $2,212 | 0.00% | 10 | -11 | -52.4% | -$2,433 | 减仓 |
| HSIC | SCHEIN HENRY INC | $2,211 | 0.00% | 30 | 9 | 42.9% | $663 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,209 | 0.00% | 36 | -37 | -50.7% | -$2,270 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $2,207 | 0.00% | 60 | 60 | — | $2,207 | 新建仓 |
| QUAL | ISHARES TR | $2,201 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $2,197 | 0.00% | 1 | 1 | — | $2,197 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $2,171 | 0.00% | 36 | 20 | 125.0% | $1,206 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2,160 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,129 | 0.00% | 7 | 4 | 133.3% | $1,217 | 加仓 |
| EVR | EVERCORE INC | $2,090 | 0.00% | 7 | -6 | -46.2% | -$1,791 | 减仓 |
| PEGA | PEGASYSTEMS INC | $2,086 | 0.00% | 49 | 49 | — | $2,086 | 新建仓 |
| DLTR | DOLLAR TREE INC | $2,081 | 0.00% | 19 | 4 | 26.7% | $438 | 重新持有 |