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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $3,192.32万 | 11.44% | 691,129 | 20,074 | 3.0% | $92.72万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,064.25万 | 7.40% | 741,202 | 3,705 | 0.5% | $10.32万 | 加仓 |
| IUSG | ISHARES TR | $1,827.90万 | 6.55% | 117,845 | 635 | 0.5% | $9.85万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,459.86万 | 5.23% | 172,072 | -1,700 | -1.0% | -$14.42万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,036.13万 | 3.71% | 404,108 | -16,480 | -3.9% | -$42.25万 | 减仓 |
| VO | VANGUARD INDEX FDS | $925.95万 | 3.32% | 32,242 | -204 | -0.6% | -$5.86万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $854.62万 | 3.06% | 106,059 | 2,858 | 2.8% | $23.03万 | 加仓 |
| AAPL | APPLE INC | $714.04万 | 2.56% | 28,135 | -2,326 | -7.6% | -$59.03万 | 减仓 |
| GOOGL | ALPHABET INC | $643.32万 | 2.30% | 22,372 | -98 | -0.4% | -$2.82万 | 减仓 |
| IJR | ISHARES TR | $609.34万 | 2.18% | 49,017 | 5 | 0.0% | $622 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $592.19万 | 2.12% | 144,120 | 355 | 0.2% | $1.46万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $496.65万 | 1.78% | 231,107 | 8,470 | 3.8% | $18.20万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $473.29万 | 1.70% | 206,225 | 6,135 | 3.1% | $14.08万 | 加仓 |
| AGG | ISHARES TR | $436.34万 | 1.56% | 43,954 | -674 | -1.5% | -$6.69万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $436.00万 | 1.56% | 96,630 | 2,941 | 3.1% | $13.27万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $419.00万 | 1.50% | 136,572 | 5,046 | 3.8% | $15.48万 | 加仓 |
| GOOG | ALPHABET INC | $417.30万 | 1.49% | 14,547 | -75 | -0.5% | -$2.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $405.20万 | 1.45% | 6,231 | -20 | -0.3% | -$1.30万 | 减仓 |
| ESGU | ISHARES TR | $348.16万 | 1.25% | 24,619 | 73 | 0.3% | $1.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $342.87万 | 1.23% | 53,507 | 325 | 0.6% | $2.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $319.89万 | 1.15% | 18,342 | 698 | 4.0% | $12.17万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $315.03万 | 1.13% | 28,335 | -830 | -2.8% | -$9.23万 | 减仓 |
| IWF | ISHARES TR | $305.88万 | 1.10% | 7,173 | -111 | -1.5% | -$4.73万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $295.74万 | 1.06% | 117,825 | 6 | 0.0% | $151 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $293.04万 | 1.05% | 60,987 | 208 | 0.3% | $9,994 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $255.06万 | 0.91% | 40,843 | 654 | 1.6% | $4.08万 | 加仓 |
| TSLA | TESLA INC | $244.31万 | 0.88% | 6,572 | -1,456 | -18.1% | -$54.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $235.74万 | 0.84% | 6,368 | 87 | 1.4% | $3.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $220.65万 | 0.79% | 6,878 | -362 | -5.0% | -$11.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.92万 | 0.77% | 4,464 | 241 | 5.7% | $11.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $207.73万 | 0.74% | 3,599 | 678 | 23.2% | $39.13万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $182.93万 | 0.66% | 27,254 | -58 | -0.2% | -$3,893 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $182.15万 | 0.65% | 25,608 | -1,221 | -4.6% | -$8.68万 | 减仓 |
| ESGD | ISHARES TR | $167.39万 | 0.60% | 17,506 | 46 | 0.3% | $4,399 | 加仓 |
| AMZN | AMAZON COM INC | $155.35万 | 0.56% | 7,459 | 377 | 5.3% | $7.85万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $153.86万 | 0.55% | 31,445 | -1,281 | -3.9% | -$6.27万 | 减仓 |
| IJS | ISHARES TR | $143.06万 | 0.51% | 12,078 | 20 | 0.2% | $2,369 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $125.25万 | 0.45% | 26,798 | -4,054 | -13.1% | -$18.95万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $125.03万 | 0.45% | 15,511 | -160 | -1.0% | -$1.29万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $122.73万 | 0.44% | 11,189 | -7 | -0.1% | -$768 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $110.20万 | 0.39% | 37,896 | 477 | 1.3% | $1.39万 | 加仓 |
| ABBV | ABBVIE INC | $108.46万 | 0.39% | 4,987 | -350 | -6.6% | -$7.61万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $105.23万 | 0.38% | 5,483 | 1,403 | 34.4% | $26.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $104.12万 | 0.37% | 33,630 | 18 | 0.1% | $557 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $95.38万 | 0.34% | 2,342 | -110 | -4.5% | -$4.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $94.96万 | 0.34% | 3,228 | 50 | 1.6% | $1.47万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $94.81万 | 0.34% | 30,262 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $93.12万 | 0.33% | 14,919 | -577 | -3.7% | -$3.60万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $88.11万 | 0.32% | 1,429 | -70 | -4.7% | -$4.32万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $84.16万 | 0.30% | 34,004 | 2,152 | 6.8% | $5.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.23万 | 0.29% | 805 | -40 | -4.7% | -$3.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.16万 | 0.28% | 3,729 | 25 | 0.7% | $5,173 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $75.64万 | 0.27% | 19,463 | 48 | 0.2% | $1,865 | 加仓 |
| IWN | ISHARES TR | $73.58万 | 0.26% | 3,881 | 5 | 0.1% | $948 | 加仓 |
| EFA | ISHARES TR | $72.79万 | 0.26% | 7,494 | -187 | -2.4% | -$1.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $71.00万 | 0.25% | 2,905 | -136 | -4.5% | -$3.32万 | 减仓 |
| AVGO | BROADCOM INC | $69.79万 | 0.25% | 2,255 | 99 | 4.6% | $3.06万 | 加仓 |
| FICO | FAIR ISAAC CORP | $67.15万 | 0.24% | 629 | 112 | 21.7% | $11.96万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $66.42万 | 0.24% | 2,452 | 15 | 0.6% | $4,063 | 加仓 |
| IYR | ISHARES TR | $64.20万 | 0.23% | 6,790 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $63.28万 | 0.23% | 33,303 | -15,257 | -31.4% | -$28.99万 | 减仓 |
| IEFA | ISHARES TR | $61.24万 | 0.22% | 6,765 | -93 | -1.4% | -$8,418 | 减仓 |
| MCD | MCDONALDS CORP | $60.87万 | 0.22% | 1,958 | -156 | -7.4% | -$4.85万 | 减仓 |
| ITOT | ISHARES TR | $60.17万 | 0.22% | 4,225 | -71 | -1.7% | -$1.01万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $59.55万 | 0.21% | 2,109 | 8 | 0.4% | $2,259 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $59.51万 | 0.21% | 6,709 | 34 | 0.5% | $3,016 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $57.31万 | 0.21% | 21,072 | 13 | 0.1% | $354 | 加仓 |
| EEM | ISHARES TR | $55.83万 | 0.20% | 9,831 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $54.30万 | 0.19% | 989 | 1 | 0.1% | $549 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $53.56万 | 0.19% | 22,494 | -24 | -0.1% | -$571 | 减仓 |
| ETN | EATON CORP PLC | $53.44万 | 0.19% | 1,494 | 15 | 1.0% | $5,365 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.28万 | 0.19% | 1,996 | 1 | 0.1% | $262 | 加仓 |
| ESGE | ISHARES INC | $51.81万 | 0.19% | 11,395 | 98 | 0.9% | $4,456 | 加仓 |
| PLD | PROLOGIS INC. | $51.00万 | 0.18% | 3,858 | 6 | 0.2% | $793 | 加仓 |
| META | META PLATFORMS INC | $50.24万 | 0.18% | 878 | 39 | 4.6% | $2.23万 | 加仓 |
| LLY | ELI LILLY & CO | $50.05万 | 0.18% | 544 | -19 | -3.4% | -$1.75万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $49.64万 | 0.18% | 11,707 | 719 | 6.5% | $3.05万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $48.11万 | 0.17% | 4,221 | 2 | 0.0% | $228 | 加仓 |
| VOE | VANGUARD INDEX FDS | $45.44万 | 0.16% | 2,466 | -87 | -3.4% | -$1.60万 | 减仓 |
| KLAC | KLA CORP | $44.42万 | 0.16% | 302 | 1 | 0.3% | $1,471 | 加仓 |
| VBR | VANGUARD INDEX FDS | $44.32万 | 0.16% | 2,040 | -31 | -1.5% | -$6,734 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $43.25万 | 0.15% | 3,915 | 10 | 0.3% | $1,105 | 加仓 |
| — | EXXON MOBIL CORP | $39.76万 | 0.14% | 2,344 | 56 | 2.4% | $9,500 | 加仓 |
| TOST | TOAST INC | $38.82万 | 0.14% | 14,643 | 13,157 | 885.4% | $34.88万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $38.35万 | 0.14% | 2,392 | -344 | -12.6% | -$5.52万 | 减仓 |
| HPQ | HP INC | $38.20万 | 0.14% | 19,887 | -112 | -0.6% | -$2,152 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.80万 | 0.14% | 2,584 | 449 | 21.0% | $6.57万 | 加仓 |
| IWM | ISHARES TR | $35.22万 | 0.13% | 1,420 | -15 | -1.0% | -$3,720 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $34.85万 | 0.12% | 15,600 | 116 | 0.7% | $2,591 | 加仓 |
| EFV | ISHARES TR | $34.50万 | 0.12% | 4,640 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $33.56万 | 0.12% | 6,754 | 4 | 0.1% | $199 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.15万 | 0.12% | 2,397 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $33.10万 | 0.12% | 7,446 | -55 | -0.7% | -$2,445 | 减仓 |
| RTX | RTX CORPORATION | $32.24万 | 0.12% | 1,671 | 17 | 1.0% | $3,280 | 加仓 |
| — | AVALONBAY CMNTYS INC | $32.03万 | 0.11% | 1,961 | -124 | -5.9% | -$2.03万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $32.01万 | 0.11% | 1,716 | -136 | -7.3% | -$2.54万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $31.90万 | 0.11% | 8,188 | 21 | 0.3% | $818 | 加仓 |
| HD | HOME DEPOT INC | $28.84万 | 0.10% | 877 | 19 | 2.2% | $6,249 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $27.45万 | 0.10% | 3,871 | 9 | 0.2% | $638 | 加仓 |
| V | VISA INC | $27.11万 | 0.10% | 897 | 8 | 0.9% | $2,418 | 加仓 |