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Elmwood Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Elmwood Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001731927
持仓数
178
前50大市值合计
$269.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 114 项
建仓 7
增持 63
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$6.1M
127,477
+2218%
清仓
SRLN
SSGA ACTIVE ETF TR
-$2.4M
0
-100%
建仓
NEAR
ISHARES U S ETF TR
+$1.8M
36,700
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
TFLO
ISHARES TR
+$1.7M
277,224
+13%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.2M
25,223
-46%
减持
AAPL
APPLE INC
+$1.1M
34,092
-2%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
清仓
ABCB
AMERISOURCEBERGEN CORP
-$1.0M
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$984.7K
6,150
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$978.9K
111,330
+20%
增持
SCZ
ISHARES TR
+$813.4K
31,835
+66%
增持
MEAR
ISHARES U S ETF TR
+$780.8K
63,035
+32%
增持
PJAN
INNOVATOR ETFS TR
+$760.3K
83,007
+31%
清仓
IAU
ISHARES GOLD TR
-$689.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$461.1K
115,840
+2%
减持
CRM
SALESFORCE INC
+$385.9K
7,422
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$384.3K
6,525
-0%
减持
JNJ
JOHNSON & JOHNSON
-$384.0K
8,164
-13%
增持
BIL
SPDR SER TR
+$361.4K
52,864
+8%
减持
AMZN
AMAZON COM INC
+$358.3K
21,185
-3%
减持
MSFT
MICROSOFT CORP
+$355.3K
7,398
-0%
建仓
NVDA
NVIDIA CORPORATION
+$353.0K
1,271
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$344.3K
41,076
+22%
增持
PULS
PGIM ETF TR
+$329.1K
74,705
+9%
增持
PAPR
INNOVATOR ETFS TR
+$312.1K
99,791
+7%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$307.7K
22,500
-38%
减持
DHR
DANAHER CORPORATION
-$294.9K
7,878
-8%
增持
DIS
DISNEY WALT CO
+$294.5K
14,935
+8%
增持
GSST
GOLDMAN SACHS ETF TR
+$289.2K
24,375
+30%
建仓
TSLA
TESLA INC
+$287.5K
1,386
建仓
VOO
VANGUARD INDEX FDS
+$284.8K
757
增持
GSIE
GOLDMAN SACHS ETF TR
+$267.2K
57,801
+10%
增持
CVS
CVS HEALTH CORP
-$265.7K
15,346
+2%
减持
GOOGL
ALPHABET INC
+$265.3K
18,115
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$254.9K
15,339
+21%
增持
ELD
WISDOMTREE TR
+$246.3K
61,560
+12%
减持
BSV
VANGUARD BD INDEX FDS
-$244.9K
16,385
-18%
建仓
SDY
SPDR SER TR
+$243.2K
1,966
增持
IXUS
ISHARES TR
+$238.7K
41,032
+3%
增持
SCHC
SCHWAB STRATEGIC TR
+$238.2K
55,956
+7%
减持
AMT
AMERICAN TOWER CORP NEW
-$232.1K
3,875
-20%
增持
LIT
GLOBAL X FDS
+$228.4K
16,958
+17%
减持
ABT
ABBOTT LABS
-$227.0K
17,701
-4%
清仓
EAPR
INNOVATOR ETFS TR
-$220.8K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$219.6K
17,443
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$219.0K
198,593
+2%
增持
BWZ
SPDR SER TR
+$211.4K
120,594
+6%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$209.9K
22,404
-6%
清仓
IAPR
INNOVATOR ETFS TR
-$207.9K
0
-100%
增持
PFE
PFIZER INC
-$205.9K
19,868
+0%
增持
ROK
ROCKWELL AUTOMATION INC
+$199.6K
5,557
+0%
增持
EPP
ISHARES INC
+$195.7K
78,070
+4%
增持
GOOG
ALPHABET INC
+$192.7K
12,500
+0%
增持
ULST
SSGA ACTIVE ETF TR
+$186.7K
67,500
+7%
增持
POCT
INNOVATOR ETFS TR
+$179.6K
88,145
+2%
增持
IEMG
ISHARES INC
+$154.2K
30,358
+7%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$153.9K
20,403
+3%
增持
PJUL
INNOVATOR ETFS TR
+$135.7K
89,325
+0%
增持
GEM
GOLDMAN SACHS ETF TR
+$134.1K
25,938
+15%
减持
PFFV
GLOBAL X FDS
-$127.7K
17,628
-25%
增持
MA
MASTERCARD INCORPORATED
+$122.7K
6,630
+1%
减持
INTU
INTUIT
+$110.6K
2,862
-4%
增持
EUSA
ISHARES INC
+$110.1K
16,875
+6%
增持
PIO
INVESCO EXCH TRADED FD TR II
+$110.0K
41,100
+1%
减持
TRV
TRAVELERS COMPANIES INC
-$102.3K
6,118
-0%
减持
NEE
NEXTERA ENERGY INC
-$101.1K
8,742
-6%
增持
ECL
ECOLAB INC
+$100.0K
4,971
+0%
减持
MINT
PIMCO ETF TR
-$97.5K
30,495
-4%
增持
EDIT
EDITAS MEDICINE INC
+$93.5K
30,023
+114%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
+$90.2K
54,480
+7%
增持
ICLN
ISHARES TR
+$89.3K
142,276
+4%
增持
HON
HONEYWELL INTL INC
-$75.3K
4,866
+4%
增持
V
VISA INC
+$74.6K
4,003
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$69.4K
4,115
-7%
增持
PYPL
PAYPAL HLDGS INC
+$63.8K
10,306
+2%
增持
TLTE
FLEXSHARES TR
+$56.9K
22,673
+0%
增持
PJUN
INNOVATOR ETFS TR
+$55.6K
10,500
+17%
增持
CI
THE CIGNA GROUP
-$55.5K
942
+5%
增持
CVX
CHEVRON CORP NEW
-$55.4K
3,403
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$52.7K
43,297
-9%
减持
DUK
DUKE ENERGY CORP NEW
-$51.3K
2,843
-10%
减持
PEP
PEPSICO INC
-$49.9K
14,206
-3%
减持
STOT
SSGA ACTIVE TR
-$45.6K
78,211
-2%
减持
COST
COSTCO WHSL CORP NEW
+$44.3K
5,191
-7%
减持
IGF
ISHARES TR
+$42.9K
31,118
-1%
增持
EMIF
ISHARES TR
+$40.8K
43,351
+2%
减持
SBUX
STARBUCKS CORP
-$38.9K
9,921
-8%
减持
SCHA
SCHWAB STRATEGIC TR
+$38.8K
36,860
-1%
增持
NSC
NORFOLK SOUTHN CORP
-$36.0K
1,074
+0%
增持
UNP
UNION PAC CORP
-$34.0K
6,000
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.0K
13,354
+0%
增持
JPM
JPMORGAN CHASE & CO
-$29.0K
12,780
+1%
增持
C
CITIGROUP INC
+$28.4K
8,370
+4%
增持
D
DOMINION ENERGY INC
+$24.1K
10,119
+15%
增持
PG
PROCTER AND GAMBLE CO
+$22.5K
8,455
+4%
减持
VTI
VANGUARD INDEX FDS
+$21.6K
2,740
-3%
减持
NVS
NOVARTIS AG
-$20.9K
8,655
-4%
减持
GSLC
GOLDMAN SACHS ETF TR
-$20.8K
4,890
-11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$20.4K
6,653
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.1K
6,166
-1%
增持
ABBV
ABBVIE INC
+$16.9K
2,322
+6%
减持
SCHM
SCHWAB STRATEGIC TR
-$16.9K
4,150
-9%
增持
PM
PHILIP MORRIS INTL INC
-$11.0K
3,331
+1%
增持
—
GLOBAL X FDS
+$11.0K
63,529
+4%
增持
VB
VANGUARD INDEX FDS
+$9.6K
1,569
+0%
增持
MRK
MERCK & CO INC
-$9.0K
2,709
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$8.6K
5,915
-3%
建仓
—
LUMIRADX LTD
+$6.1K
13,035
增持
GERN
GERON CORP
+$5.4K
24,200
+24%
增持
MO
ALTRIA GROUP INC
-$4.1K
4,617
+0%
增持
—
GLOBAL X FDS
+$4.1K
111,187
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$2.9K
1,035
-7%
减持
NKE
NIKE INC
+$2.2K
11,851
-4%
减持
MKC
MCCORMICK & CO INC
-$1.6K
13,033
-1%
