13FBOX
提升点财富 · 13F 持仓分析
期权收益计算器 机构排行

提升点财富

ELEVATION POINT WEALTH PARTNERS, LLCNo.907 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$54.00亿
环比变动 Q1 2026
+$10.88亿+25.2%
持仓股票数
1194
新买入
166
加仓
549
减仓
434
清仓
65
持股不变
45
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
3.15%3.47%$1.70亿58.7万股$1.50亿59.0万股-2,874股-0.49%减仓
V先锋领航指数基金VOO
2.54%1.93%$1.37亿20.0万股$8,321.4万13.9万股+6.1万股+43.65%加仓
SSPDR黄金信托GLD
2.01%3.06%$1.09亿29.5万股$1.32亿30.7万股-1.2万股-3.81%减仓
BBOK FINLBOKF
1.98%$1.07亿77.0万股$00股+77.0万股新买入
英伟达NVDA
1.95%2.02%$1.05亿52.7万股$8,715.6万50.0万股+2.8万股+5.52%加仓
谷歌AGOOGL
1.76%1.62%$9,490.0万26.6万股$6,965.0万24.2万股+2.3万股+9.64%加仓
微软MSFT
1.62%1.98%$8,724.0万23.4万股$8,550.1万23.1万股+2,899股+1.26%加仓
亚马逊AMZN
1.41%1.46%$7,629.8万32.0万股$6,299.8万30.2万股+1.8万股+5.83%加仓
IiShares安硕信托IVV
1.4%1.35%$7,560.4万10.1万股$5,818.4万8.9万股+1.2万股+13.33%加仓
V先锋领航指数基金VUG
1.39%0.66%$7,504.8万87.1万股$2,844.2万6.5万股+80.6万股+1,237.96%加仓
摩根大通JPM
1.19%1.17%$6,438.0万19.7万股$5,045.1万17.2万股+2.5万股+14.68%加仓
博通AVGO
1.14%1.19%$6,145.7万16.3万股$5,133.7万16.6万股-3,171股-1.91%减仓
SSPDR标普500 ETFSPY
1.02%1.18%$5,530.7万7.4万股$5,102.2万8.3万股-9,327股-11.21%减仓
埃克森美孚XOM
0.99%1.53%$5,360.8万39.2万股$6,580.9万38.8万股+4,210股+1.09%加仓
礼来LLY
0.93%0.9%$5,038.0万4.2万股$3,884.6万4.2万股-167股-0.40%减仓
家得宝HD
0.87%0.94%$4,701.4万13.3万股$4,043.6万12.3万股+1.1万股+8.56%加仓
S道富SPYV
0.86%$4,663.1万76.7万股$00股+76.7万股新买入
AAlphabet Inc Class CGOOG
0.83%0.79%$4,505.3万12.8万股$3,394.8万11.8万股+9,320股+7.88%加仓
IiShares安硕·MSCIQUAL
0.82%0.79%$4,415.9万20.1万股$3,388.0万17.7万股+2.5万股+13.93%加仓
F第一信托交易所交易基金RDVY
0.76%1.14%$4,088.5万50.4万股$4,935.6万72.3万股-21.8万股-30.22%减仓
美光科技MU
0.75%0.28%$4,051.2万3.5万股$1,200.1万3.6万股-413股-1.16%减仓
SSPDR道富系列信托SPYG
0.72%$3,882.7万32.6万股$00股+32.6万股新买入
SSPDR行业精选信托XLK
0.72%0.67%$3,863.4万20.3万股$2,877.7万21.7万股-1.4万股-6.35%减仓
IiShares安硕·COREIJR
0.7%0.66%$3,801.8万25.6万股$2,836.2万22.8万股+2.8万股+12.35%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.7%0.91%$3,801.0万103.4万股$3,905.8万103.2万股+1,816股+0.18%加仓
IiShares安硕信托GARP
0.7%$3,785.6万45.9万股$00股+45.9万股新买入
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.7%0.61%$3,773.3万36.9万股$2,648.5万33.7万股+3.2万股+9.54%加仓
Meta平台META
0.69%0.79%$3,746.2万6.7万股$3,385.7万5.9万股+7,331股+12.37%加仓
V先锋领航·FTSEVEA
0.68%0.59%$3,667.1万51.5万股$2,536.4万39.6万股+11.9万股+30.03%加仓
PPGIM TOTAL RETURN BOND ETFPTRB
0.67%$3,617.4万86.9万股$00股+86.9万股新买入
V先锋领航·MIDVO
0.66%0.6%$3,573.8万44.4万股$2,582.0万9.0万股+35.4万股+393.35%加仓
IiShares安硕信托IEFA
0.66%0.77%$3,550.5万36.8万股$3,340.0万36.9万股-1,315股-0.36%减仓
V先锋领航斯科茨代尔基金VCIT
0.64%0.78%$3,438.1万41.6万股$3,354.1万40.5万股+1.1万股+2.63%加仓
IiShares安硕·COREIJH
0.62%0.67%$3,353.7万43.5万股$2,893.7万42.9万股+6,426股+1.50%加仓
V先锋领航债券指数基金BSV
0.58%0.62%$3,137.4万40.3万股$2,693.7万34.4万股+5.9万股+17.22%加仓
IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF
0.56%$3,036.0万74.1万股$00股+74.1万股新买入
SSPDR道富系列信托BIL
0.56%0.64%$3,027.6万33.0万股$2,768.4万30.2万股+2.8万股+9.36%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.55%0.58%$2,983.0万59.2万股$2,496.3万49.6万股+9.7万股+19.47%加仓
IiShares安硕IEMG
0.51%0.56%$2,770.1万33.4万股$2,405.1万34.5万股-1.0万股-3.02%减仓
西部数据WDC
0.51%0.32%$2,726.9万4.3万股$1,390.1万5.1万股-8,700股-16.93%减仓
可口可乐KO
0.49%0.54%$2,629.1万32.2万股$2,314.5万30.3万股+1.9万股+6.33%加仓
G高盛ETF信托GIGL
0.48%$2,597.8万51.3万股$00股+51.3万股新买入
FFIRST EAGLE GLOBAL EQUITY ETFFEGE
0.47%0.03%$2,539.7万51.9万股$108.6万2.3万股+49.6万股+2,147.69%加仓
WWisdomTree·JAPANDXJ
0.46%0.38%$2,502.0万14.4万股$1,629.1万10.3万股+4.1万股+40.35%加仓
IiShares安硕信托GJS
0.46%0.51%$2,488.3万109.2万股$2,200.7万96.1万股+13.2万股+13.72%加仓
COMCAST NEW CL ACMCSA
0.46%0.66%$2,469.7万100.6万股$2,835.7万98.8万股+1.8万股+1.85%加仓
台积电TSM
0.45%0.41%$2,449.2万5.1万股$1,772.8万5.2万股-1,027股-1.96%减仓
强生JNJ
0.45%0.54%$2,405.0万9.5万股$2,313.8万9.5万股+40股+0.04%加仓
艾伯维ABBV
0.43%0.44%$2,317.5万9.2万股$1,898.2万8.7万股+4,820股+5.52%加仓
G高盛ETF信托GTIP
0.43%0.05%$2,305.6万47.2万股$229.3万4.6万股+42.6万股+916.31%加仓

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