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 |
|---|---|---|---|---|---|---|---|---|
| SNDR | SCHNEIDER NATIONAL INC | $1.03万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $1.02万 | 0.00% | 301 | 301 | — | $1.02万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $1.02万 | 0.00% | 134 | 1 | 0.8% | $76 | 加仓 |
| CLH | CLEAN HARBORS INC | $1.02万 | 0.00% | 34 | 3 | 9.7% | $896 | 加仓 |
| UI | UBIQUITI INC | $1.01万 | 0.00% | 19 | 18 | 1,800.0% | $9,613 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.00万 | 0.00% | 227 | 227 | — | $1.00万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1.00万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1.00万 | 0.00% | 127 | 22 | 21.0% | $1,739 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $9,977 | 0.00% | 16 | 4 | 33.3% | $2,494 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $9,965 | 0.00% | 438 | 68 | 18.4% | $1,547 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $9,945 | 0.00% | 233 | -253 | -52.1% | -$1.08万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $9,916 | 0.00% | 53 | 10 | 23.3% | $1,871 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $9,782 | 0.00% | 10 | 2 | 25.0% | $1,956 | 加仓 |
| MKL | MARKEL GROUP INC | $9,766 | 0.00% | 5 | 5 | — | $9,766 | 新建仓 |
| RNG | RINGCENTRAL INC | $9,707 | 0.00% | 249 | 129 | 107.5% | $5,029 | 加仓 |
| BALL | BALL CORP | $9,672 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $9,610 | 0.00% | 59 | 55 | 1,375.0% | $8,958 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $9,584 | 0.00% | 792 | 792 | — | $9,584 | 新建仓 |
| WING | WINGSTOP INC | $9,538 | 0.00% | 55 | 44 | 400.0% | $7,630 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $9,491 | 0.00% | 95 | 95 | — | $9,491 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $9,489 | 0.00% | 121 | 121 | — | $9,489 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $9,450 | 0.00% | 153 | 153 | — | $9,450 | 新建仓 |
| HUBB | HUBBELL INC | $9,418 | 0.00% | 18 | 5 | 38.5% | $2,616 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $9,397 | 0.00% | 188 | 188 | — | $9,397 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $9,303 | 0.00% | 65 | 39 | 150.0% | $5,582 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $9,291 | 0.00% | 191 | 174 | 1,023.5% | $8,464 | 重新持有 |
| AGNC | AGNC INVT CORP | $9,244 | 0.00% | 848 | 848 | — | $9,244 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $9,226 | 0.00% | 92 | 92 | — | $9,226 | 新建仓 |
| KKR | KKR & CO INC | $9,178 | 0.00% | 100 | 89 | 809.1% | $8,168 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,173 | 0.00% | 170 | 3 | 1.8% | $162 | 加仓 |
| RSG | REPUBLIC SVCS INC | $9,163 | 0.00% | 43 | 9 | 26.5% | $1,918 | 加仓 |
| RDY | DR REDDYS LABS LTD | $9,100 | 0.00% | 628 | 628 | — | $9,100 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $9,099 | 0.00% | 308 | 67 | 27.8% | $1,979 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $9,090 | 0.00% | 34 | 34 | — | $9,090 | 新建仓 |
| CSL | CARLISLE COS INC | $9,069 | 0.00% | 25 | -3 | -10.7% | -$1,088 | 减仓 |
| TIMB | TIM S A | $9,040 | 0.00% | 422 | 422 | — | $9,040 | 新建仓 |
| RBC | RBC BEARINGS INC | $9,017 | 0.00% | 14 | 14 | — | $9,017 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,000 | 0.00% | 36 | -13 | -26.5% | -$3,250 | 重新持有 |
| CNI | CANADIAN NATL RY CO | $8,943 | 0.00% | 75 | 75 | — | $8,943 | 新建仓 |
| KR | KROGER CO | $8,941 | 0.00% | 161 | -62 | -27.8% | -$3,443 | 减仓 |
| URNM | SPROTT FDS TR | $8,941 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $8,914 | 0.00% | 312 | 312 | — | $8,914 | 新建仓 |
| NUE | NUCOR CORP | $8,910 | 0.00% | 40 | 22 | 122.2% | $4,900 | 加仓 |
| RLI | RLI CORP | $8,861 | 0.00% | 150 | -576 | -79.3% | -$3.40万 | 重新持有 |
| NVCR | NOVOCURE LTD | $8,848 | 0.00% | 584 | 473 | 426.1% | $7,166 | 加仓 |
| MOAT | VANECK ETF TRUST | $8,837 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $8,770 | 0.00% | 105 | 75 | 250.0% | $6,264 | 加仓 |
| AMCR | AMCOR PLC | $8,757 | 0.00% | 202 | 8 | 4.1% | $347 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $8,743 | 0.00% | 81 | 14 | 20.9% | $1,511 | 加仓 |
| AEG | AEGON LTD | $8,651 | 0.00% | 1,025 | 1,025 | — | $8,651 | 新建仓 |
| ERIE | ERIE INDTY CO | $8,631 | 0.00% | 36 | 15 | 71.4% | $3,596 | 重新持有 |
| NWG | NATWEST GROUP PLC | $8,622 | 0.00% | 489 | 489 | — | $8,622 | 新建仓 |
| HLN | HALEON PLC | $8,621 | 0.00% | 924 | 924 | — | $8,621 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $8,614 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $8,597 | 0.00% | 164 | 164 | — | $8,597 | 新建仓 |
| AIZ | ASSURANT INC | $8,593 | 0.00% | 32 | 21 | 190.9% | $5,639 | 加仓 |
| MDU | MDU RES GROUP INC | $8,591 | 0.00% | 405 | 230 | 131.4% | $4,879 | 加仓 |
| EG | EVEREST GROUP LTD | $8,574 | 0.00% | 24 | 21 | 700.0% | $7,502 | 加仓 |
| SRE | SEMPRA | $8,530 | 0.00% | 92 | 3 | 3.4% | $278 | 加仓 |
| ACHR | ARCHER AVIATION INC | $8,514 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $8,506 | 0.00% | 293 | 293 | — | $8,506 | 新建仓 |
| BIDU | BAIDU INC | $8,458 | 0.00% | 74 | 34 | 85.0% | $3,886 | 加仓 |
| FRPT | FRESHPET INC | $8,455 | 0.00% | 143 | 143 | — | $8,455 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $8,436 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8,431 | 0.00% | 140 | 140 | — | $8,431 | 新建仓 |
| INCY | INCYTE CORP | $8,389 | 0.00% | 74 | 71 | 2,366.7% | $8,049 | 加仓 |
| AN | AUTONATION INC | $8,361 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $8,354 | 0.00% | 510 | -1,716 | -77.1% | -$2.81万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $8,333 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $8,321 | 0.00% | 296 | 296 | — | $8,321 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $8,303 | 0.00% | 371 | 371 | — | $8,303 | 新建仓 |
| TFSL | TFS FINL CORP | $8,293 | 0.00% | 468 | -3,160 | -87.1% | -$5.60万 | 重新持有 |
| FLEX | FLEX LTD | $8,266 | 0.00% | 51 | 51 | — | $8,266 | 新建仓 |
| SM | SM ENERGY COMPANY | $8,248 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $8,228 | 0.00% | 125 | 10 | 8.7% | $658 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $8,206 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $8,198 | 0.00% | 104 | 94 | 940.0% | $7,410 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $8,165 | 0.00% | 36 | -3 | -7.7% | -$680 | 减仓 |
| GEN | GEN DIGITAL INC | $8,164 | 0.00% | 328 | -605 | -64.8% | -$1.51万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,158 | 0.00% | 62 | 30 | 93.8% | $3,947 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $8,152 | 0.00% | 336 | 336 | — | $8,152 | 新建仓 |
| MFC | MANULIFE FINL CORP | $8,143 | 0.00% | 201 | 201 | — | $8,143 | 新建仓 |
| BILI | BILIBILI INC | $8,141 | 0.00% | 478 | 478 | — | $8,141 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $8,139 | 0.00% | 156 | 148 | 1,850.0% | $7,722 | 加仓 |
| EMA | EMERA INC | $8,113 | 0.00% | 153 | 153 | — | $8,113 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $8,099 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $8,061 | 0.00% | 279 | 253 | 973.1% | $7,310 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $8,052 | 0.00% | 297 | 297 | — | $8,052 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8,028 | 0.00% | 359 | -1,372 | -79.3% | -$3.07万 | 重新持有 |
| DSGX | DESCARTES SYS GROUP INC | $7,963 | 0.00% | 115 | 115 | — | $7,963 | 新建仓 |
| — | WEBSTER FINL CORP | $7,948 | 0.00% | 104 | 104 | — | $7,948 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $7,911 | 0.00% | 42 | 31 | 281.8% | $5,839 | 加仓 |
| JD | JD.COM INC | $7,848 | 0.00% | 308 | 308 | — | $7,848 | 新建仓 |
| BRKR | BRUKER CORP | $7,764 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $7,717 | 0.00% | 113 | 74 | 189.7% | $5,054 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $7,667 | 0.00% | 68 | -34 | -33.3% | -$3,834 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $7,659 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $7,604 | 0.00% | 94 | 65 | 224.1% | $5,258 | 加仓 |
| FMC | FMC CORP | $7,602 | 0.00% | 661 | 391 | 144.8% | $4,497 | 加仓 |
| ESLT | ELBIT SYS LTD | $7,588 | 0.00% | 10 | 10 | — | $7,588 | 新建仓 |