13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001744349
申报总市值
US$54.0亿
US$54.0亿
1093 檔
10.0%
Q1 2026 季度申报显示，Elevation Point Wealth Partners, LLC 披露的美股组合总市值为 US$54.0亿，涵盖 1093 个不同之权益投资仓位。
在 Q1 2026，Elevation Point Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 35 个新仓位，并对 157 个既有持股进行加仓（合计增持 192 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Elevation Point Wealth Partners, LLC 的前 5 大核心持股（包含 AAPL, GLD, NVDA 等）合计占整体申报市值的 10.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1093 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 3.47% | -0.32% | +136.88% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.06% | -1.05% | +54.12% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | -0.07% | +125.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.36% | +87.98% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.93% | +0.61% | +7.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.62% | +0.14% | +214.69% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | -0.54% | +44.71% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.46% | -0.05% | +94.83% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.35% | +0.05% | +503.37% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | -0.05% | +110.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.18% | -0.16% | +177.24% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | +0.02% | +96.05% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.14% | -0.38% | +1520.36% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.95% | -0.74% | +14172.06% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | -0.07% | +489.28% | |
| 16 | EPD | Enterprise Products Partners | 股票-能源 | 0.91% | -0.21% | +1.29% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | +0.03% | +106.17% | |
| 18 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.82% | -0.67% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | +0.04% | +281.43% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.79% | +0.03% | +263.81% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.10% | +116.52% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.78% | -0.14% | +25.13% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | -0.11% | +17.52% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.75% | -0.58% | +15798.43% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | -0.05% | +36.09% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | +0.05% | +233.17% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | +0.73% | +788.61% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | +0.04% | +29.06% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.66% | -0.20% | +5.40% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.64% | -0.08% | +45.82% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | -0.04% | +34.89% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.61% | +0.09% | +134.73% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | +0.06% | +6.66% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | +0.09% | +11.97% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.58% | -0.03% | +35.19% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.57% | -0.22% | +22.86% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | -0.46% | +1191.64% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.57% | -0.23% | +21.60% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.56% | -0.05% | +24.32% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.55% | -0.39% | — | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.54% | -0.16% | +321.78% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | -0.05% | +376.08% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.09% | +56.36% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.52% | -0.45% | — | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.51% | -0.05% | +58.29% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | -0.05% | +1442.81% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.44% | -0.01% | +157.74% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.43% | -0.07% | — | |
| 49 | TSLA | Tesla Inc | 股票-周期性消费 | 0.42% | -0.01% | +205.10% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.42% | -0.08% | +4.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | +1% | +1520.36% | 加仓 |
| 2 | SDVY | First Trust Smid Cap Rising | +0.9% | +14172.06% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.9% | +503.37% | 加仓 |
| 4 | VT | Vanguard Tot World Stk ETF | +0.7% | +15798.43% | 加仓 |
| 5 | HD | Home Depot Inc | +0.6% | +489.28% | 加仓 |
| 6 | VUG | Vanguard Growth ETF | +0.5% | +788.61% | 加仓 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +1191.64% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +214.69% | 加仓 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1442.81% | 加仓 |
| 10 | JPIE | Jpmorgan Income ETF | +0.4% | +4773.02% | 加仓 |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +263.81% | 加仓 |
| 12 | KO | Coca-cola Co/the | +0.3% | +376.08% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | +281.43% | 加仓 |
| 14 | WMT | Walmart Inc | +0.3% | +321.78% | 加仓 |
| 15 | WDC | Western Digital CORP | +0.3% | +2688.55% | 加仓 |
| 16 | JHMM | John Hancock Multi Fact Mid | +0.2% | +459.36% | 加仓 |
| 17 | XLK | Ss Technology Select Sector | +0.2% | +233.17% | 加仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +306.71% | 加仓 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.2% | +671.43% | 加仓 |
| 20 | AAPL | Apple Inc | +0.2% | +136.88% | 加仓 |
| 21 | DIS | Walt Disney Co/the | +0.2% | +840.63% | 加仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +177.24% | 加仓 |
| 23 | XLF | Ss Financial Select Sector | +0.2% | +379.36% | 加仓 |
| 24 | IWM | Ishares Russell 2000 ETF | +0.2% | +1226.17% | 加仓 |
| 25 | PFE | Pfizer Inc | +0.2% | +642.40% | 加仓 |
| 26 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +613.40% | 加仓 |
| 27 | SO | Southern Co/the | +0.2% | +1062.19% | 加仓 |
| 28 | PH | Parker Hannifin CORP | +0.1% | +747.45% | 加仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +324.83% | 加仓 |
| 30 | APH | Amphenol Corp-cl A | +0.1% | +510.67% | 加仓 |
| 31 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +1274.45% | 加仓 |
| 32 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +805.94% | 加仓 |
| 33 | BPRE | Bluerock Private Real Estate | +0.1% | +1057.50% | 加仓 |
| 34 | SPOT | Spotify Technology S.A. | +0.1% | +658.44% | 加仓 |
| 35 | NET | Cloudflare Inc - Class A | +0.1% | +2074.86% | 加仓 |
| 36 | WELL | Welltower Inc | +0.1% | +1810.43% | 加仓 |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +134.73% | 加仓 |
| 38 | COST | Costco Wholesale CORP | +0.1% | +158.42% | 加仓 |
| 39 | T | At&t Inc | +0.1% | +235.12% | 加仓 |
| 40 | TJX | Tjx Companies Inc | +0.1% | +408.48% | 加仓 |
| 41 | NVS | Novartis Ag-sponsored Adr | +0.1% | +392.86% | 加仓 |
| 42 | ETN | Eaton Corporation plc | +0.1% | +411.98% | 加仓 |
| 43 | ASML | ASML Holding N.V. | +0.1% | +413.49% | 加仓 |
| 44 | GS | Goldman Sachs Group Inc | +0.1% | +217.94% | 加仓 |
| 45 | C | Citigroup Inc | +0.1% | +579.02% | 加仓 |
| 46 | HWM | Howmet Aerospace Inc | +0.1% | +666.51% | 加仓 |
| 47 | NBIS | Nebius Group N.V. | +0.1% | +1521.03% | 加仓 |
| 48 | DGRO | Ishares Core Dividend Growth | +0.1% | +1485.14% | 加仓 |
| 49 | NFLX | Netflix Inc | +0.1% | +214.76% | 加仓 |
| 50 | SLV | Ishares Silver Trust | +0.1% | +273.02% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Elevation Point Wealth Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$54.0亿，共申报了 1093 个公开持股仓位。
在 Q1 2026 季度，Elevation Point Wealth Partners, LLC 按市值排列的前三大核心持股分别为：AAPL (3.5%)、GLD (3.1%)、NVDA (2.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
JAVA
市值: US$3556.7万
本季最大获利了结 / 清仓标的
SPTS
前期市值: US$369.6万
在 Q1 2026 季度中，Elevation Point Wealth Partners, LLC 共进行了 200 项持仓异动，包含新建仓 35 个仓位、加仓 157 个仓位、减仓 7 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 JAVA。 本季清仓仓位包含 SPTS。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。