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
CPAY CORPAY INC $3,4920.00%12 220.0% $582 加仓
BWXT BWX TECHNOLOGIES INC $3,4770.00%17 17— $3,477 新建仓
MIDD MIDDLEBY CORP $3,4480.00%26 19271.4% $2,520 加仓
LNC LINCOLN NATL CORP IND $3,4440.00%97 97— $3,444 新建仓
HAL HALLIBURTON CO $3,3930.00%87 45107.1% $1,755 加仓
AFRM AFFIRM HLDGS INC $3,3910.00%74 50208.3% $2,291 加仓
— MASIMO CORP $3,3800.00%19 13216.7% $2,313 加仓
METC RAMACO RES INC $3,3710.00%218 00.0% — 不变
AFL AFLAC INC $3,3090.00%30 -185-86.0% -$2.04万 减仓
WCC WESCO INTL INC $3,2840.00%12 111,100.0% $3,010 加仓
HBAN HUNTINGTON BANCSHARES INC $3,2710.00%209 1951,392.9% $3,052 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $3,2650.00%45 23104.5% $1,669 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $3,2560.00%50 1856.2% $1,172 加仓
CNC CENTENE CORP DEL $3,2420.00%99 -173-63.6% -$5,665 减仓
SMCI SUPER MICRO COMPUTER INC $3,2340.00%142 1331,477.8% $3,029 重新持有
PNFP PINNACLE FINL PARTNERS INC $3,1880.00%37 37— $3,188 新建仓
CGNX COGNEX CORP $3,1850.00%65 1018.2% $490 重新持有
SOFI SOFI TECHNOLOGIES INC $3,1760.00%200 2917.0% $461 加仓
SAIA SAIA INC $3,1620.00%9 9— $3,162 新建仓
KVUE KENVUE INC $3,1550.00%183 -106-36.7% -$1,827 减仓
TOL TOLL BROTHERS INC $3,1390.00%23 17283.3% $2,320 加仓
PK PARK HOTELS & RESORTS INC $3,1170.00%296 167129.5% $1,759 加仓
FNDA SCHWAB STRATEGIC TR $3,1150.00%96 00.0% — 不变
KEY KEYCORP $3,1080.00%155 155— $3,108 新建仓
CHH CHOICE HOTELS INTL INC $3,1050.00%30 1157.9% $1,138 加仓
AKAM AKAMAI TECHNOLOGIES INC $3,1010.00%27 27— $3,101 新建仓
ESAB ESAB CORPORATION $3,0940.00%32 32— $3,094 新建仓
CBOE CBOE GLOBAL MKTS INC $3,0920.00%11 -85-88.5% -$2.39万 减仓
DOC HEALTHPEAK PROPERTIES INC $3,0890.00%188 1711,005.9% $2,810 加仓
CWEN CLEARWAY ENERGY INC $3,0650.00%78 78— $3,065 新建仓
NUE NUCOR CORP $3,0440.00%18 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $3,0400.00%8 4100.0% $1,520 加仓
LVS LAS VEGAS SANDS CORP $3,0180.00%56 -12-17.6% -$647 减仓
TRU TRANSUNION $2,9760.00%43 -27-38.6% -$1,869 减仓
ELAN ELANCO ANIMAL HEALTH INC $2,9680.00%124 00.0% — 不变
KBR KBR INC $2,9490.00%80 1727.0% $627 加仓
FHI FEDERATED HERMES INC $2,9490.00%52 52— $2,949 新建仓
WSM WILLIAMS SONOMA INC $2,9180.00%16 -6-27.3% -$1,094 减仓
ATR APTARGROUP INC $2,8990.00%23 18360.0% $2,269 加仓
EIX EDISON INTL $2,8550.00%39 1885.7% $1,318 加仓
VFC V F CORP $2,8550.00%168 168— $2,855 新建仓
— GATES INDL CORP PLC $2,8270.00%125 -71-36.2% -$1,606 重新持有
AU ANGLOGOLD ASHANTI PLC $2,8240.00%29 00.0% — 不变
BOH BANK HAWAII CORP $2,8220.00%38 38— $2,822 新建仓
PRFZ INVESCO EXCHANGE TRADED FD T $2,7990.00%61 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $2,7860.00%87 -172-66.4% -$5,508 减仓
YETI YETI HLDGS INC $2,7810.00%76 2446.2% $878 加仓
AMG AFFILIATED MANAGERS GROUP $2,7670.00%10 00.0% — 不变
AZN ASTRAZENECA PLC $2,7620.00%14 14— $2,762 新建仓
ESNT ESSENT GROUP LTD $2,7470.00%47 47— $2,747 新建仓
HUN HUNTSMAN CORP $2,7290.00%205 6950.7% $919 加仓
GLW CORNING INC $2,7200.00%20 20— $2,720 新建仓
CMS CMS ENERGY CORP $2,7160.00%35 35— $2,716 新建仓
PBF PBF ENERGY INC $2,7150.00%57 57— $2,715 新建仓
AXTA AXALTA COATING SYS LTD $2,6870.00%97 61169.4% $1,690 加仓
— LEGGETT & PLATT INC $2,6780.00%271 9453.1% $929 加仓
HIW HIGHWOODS PPTYS INC $2,6770.00%125 -94-42.9% -$2,013 减仓
ALLY ALLY FINL INC $2,6680.00%68 39134.5% $1,530 加仓
IEX IDEX CORP $2,6540.00%14 14— $2,654 新建仓
FCN FTI CONSULTING INC $2,6520.00%15 -66-81.5% -$1.17万 减仓
TSCO TRACTOR SUPPLY CO $2,6340.00%58 -69-54.3% -$3,134 减仓
CHD CHURCH & DWIGHT CO INC $2,6230.00%28 28— $2,623 新建仓
ROL ROLLINS INC $2,5640.00%48 2177.8% $1,122 加仓
MGM MGM RESORTS INTERNATIONAL $2,5540.00%69 69— $2,554 新建仓
EFX EQUIFAX INC $2,5210.00%14 -7-33.3% -$1,260 减仓
TEL TE CONNECTIVITY PLC $2,5090.00%12 -6-33.3% -$1,254 减仓
WMS ADVANCED DRAIN SYS INC DEL $2,4690.00%18 18— $2,469 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $2,4420.00%88 88— $2,442 新建仓
CBRE CBRE GROUP INC $2,4390.00%18 -10-35.7% -$1,355 减仓
TDY TELEDYNE TECHNOLOGIES INC $2,4210.00%4 -18-81.8% -$1.09万 重新持有
D DOMINION ENERGY INC $2,4110.00%39 31387.5% $1,916 加仓
RF REGIONS FINANCIAL CORP NEW $2,4040.00%92 50119.0% $1,307 重新持有
MEDP MEDPACE HLDGS INC $2,4010.00%5 5— $2,401 新建仓
AIZ ASSURANT INC $2,3960.00%11 101,000.0% $2,178 加仓
COO COOPER COS INC $2,3600.00%33 24266.7% $1,716 加仓
PHM PULTE GROUP INC $2,3530.00%20 -24-54.5% -$2,824 重新持有
COLB COLUMBIA BKG SYS INC $2,3320.00%85 69431.2% $1,893 加仓
BEN FRANKLIN RESOURCES INC $2,3150.00%98 72276.9% $1,701 加仓
AOS SMITH A O CORP $2,3080.00%35 -92-72.4% -$6,067 减仓
TECH BIO-TECHNE CORP $2,3000.00%44 925.7% $470 加仓
AFG AMERICAN FINANCIAL GROUP INC $2,2990.00%18 18— $2,299 新建仓
— COTERRA ENERGY INC $2,2850.00%65 -316-82.9% -$1.11万 减仓
BPOP POPULAR INC $2,2810.00%17 17— $2,281 新建仓
SUI SUN CMNTYS INC $2,2680.00%18 538.5% $630 加仓
W WAYFAIR INC $2,2570.00%30 942.9% $677 加仓
WST WEST PHARMACEUTICAL SVSC INC $2,2560.00%9 -8-47.1% -$2,005 减仓
NVO NOVO-NORDISK A S $2,2420.00%61 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $2,2420.00%9 00.0% — 不变
STE STERIS PLC $2,2120.00%10 -11-52.4% -$2,433 减仓
HSIC SCHEIN HENRY INC $2,2110.00%30 942.9% $663 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2,2090.00%36 -37-50.7% -$2,270 减仓
ALK ALASKA AIR GROUP INC $2,2070.00%60 60— $2,207 新建仓
QUAL ISHARES TR $2,2010.00%11 00.0% — 不变
WTM WHITE MTNS INS GROUP LTD $2,1970.00%1 1— $2,197 新建仓
FAF FIRST AMERN FINL CORP $2,1710.00%36 20125.0% $1,206 加仓
STLD STEEL DYNAMICS INC $2,1600.00%12 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $2,1290.00%7 4133.3% $1,217 加仓
EVR EVERCORE INC $2,0900.00%7 -6-46.2% -$1,791 减仓
PEGA PEGASYSTEMS INC $2,0860.00%49 49— $2,086 新建仓
DLTR DOLLAR TREE INC $2,0810.00%19 426.7% $438 重新持有