Elevation Point Wealth Partners, LLC 13F 持仓 · 2026年Q2
Elevation Point Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,181 只证券，申报市值合计 54.00 亿美元。前几大持仓：AAPL（3.15%）、VOO（2.54%）、GLD（2.01%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $169.9M | 3.15% | 587,164 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $137.4M | 2.54% | 200,052 | 增持 |
| 3 | GLD | SPDR GOLD TR | $108.8M | 2.01% | 295,275 | 减持 |
| 4 | BOKF | BOK FINL CORP | $106.9M | 1.98% | 770,026 | 新建仓 |
| 5 | NVDA | NVIDIA CORPORATION | $105.5M | 1.95% | 527,328 | 增持 |
| 6 | GOOGL | ALPHABET INC | $94.9M | 1.76% | 265,550 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $87.2M | 1.62% | 233,876 | 增持 |
| 8 | AMZN | AMAZON COM INC | $76.3M | 1.41% | 320,122 | 增持 |
| 9 | IVV | ISHARES TR | $75.6M | 1.40% | 100,954 | 增持 |
| 10 | VUG | VANGUARD INDEX FDS | $75.0M | 1.39% | 871,237 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $64.4M | 1.19% | 196,682 | 增持 |
| 12 | AVGO | BROADCOM INC | $61.5M | 1.14% | 162,693 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $55.3M | 1.02% | 73,906 | 减持 |
| 14 | XOM | EXXON MOBIL CORP | $53.6M | 0.99% | 392,100 | 增持 |
| 15 | LLY | ELI LILLY & CO | $50.4M | 0.93% | 42,067 | 减持 |
| 16 | HD | HOME DEPOT INC | $47.0M | 0.87% | 133,466 | 增持 |
| 17 | SPYV | SPDR SERIES TRUST | $46.6M | 0.86% | 767,081 | 新建仓 |
| 18 | GOOG | ALPHABET INC | $45.1M | 0.83% | 127,665 | 增持 |
| 19 | QUAL | ISHARES TR | $44.2M | 0.82% | 201,242 | 增持 |
| 20 | RDVY | FIRST TR EXCHANGE TRADED FD | $40.9M | 0.76% | 504,374 | 减持 |
| 21 | MU | MICRON TECHNOLOGY INC | $40.5M | 0.75% | 35,098 | 减持 |
| 22 | SPYG | SPDR SERIES TRUST | $38.8M | 0.72% | 326,305 | 新建仓 |
| 23 | XLK | SELECT SECTOR SPDR TR | $38.6M | 0.72% | 202,782 | 减持 |
| 24 | EMXC | ISHARES INC | $37.7M | 0.70% | 368,846 | 增持 |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | $38.0M | 0.70% | 1.0M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR