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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 105 项
建仓 2
增持 26
减持 71
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
TFLO
ISHARES TR
-$2.9M
220,329
-21%
增持
CRBU
CARIBOU BIOSCIENCES INC
-$2.5M
2,364,415
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.2M
64,462
+156%
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
SUB
ISHARES TR
+$1.6M
53,370
+42%
增持
NEAR
ISHARES U S ETF TR
+$1.6M
69,115
+88%
增持
USFR
WISDOMTREE TR
+$1.5M
157,638
+24%
增持
PULS
PGIM ETF TR
+$589.5K
86,470
+16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$542.9K
210,132
+6%
增持
PAPR
INNOVATOR ETFS TR
+$517.3K
111,687
+12%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$498.4K
0
-100%
清仓
PFFV
GLOBAL X FDS
-$403.0K
0
-100%
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$357.8K
19,800
增持
ULST
SSGA ACTIVE ETF TR
+$344.1K
76,050
+13%
减持
SCHO
SCHWAB STRATEGIC TR
-$285.9K
24,058
-19%
清仓
VOO
VANGUARD INDEX FDS
-$284.8K
0
-100%
减持
MSFT
MICROSOFT CORP
+$281.0K
7,088
-4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$263.0K
116,830
+5%
减持
AMZN
AMAZON COM INC
+$248.4K
18,691
-12%
减持
ICLN
ISHARES TR
-$238.4K
139,989
-2%
建仓
URI
UNITED RENTALS INC
+$221.3K
497
清仓
EDIT
EDITAS MEDICINE INC
-$217.7K
0
-100%
减持
PJUL
INNOVATOR ETFS TR
+$211.3K
88,764
-1%
清仓
ICSH
ISHARES TR
-$201.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$196.2K
1,298
+2%
增持
GSST
GOLDMAN SACHS ETF TR
+$189.4K
28,188
+16%
减持
NKE
NIKE INC
-$180.7K
11,531
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$180.3K
6,112
-1%
减持
DHR
DANAHER CORPORATION
-$177.9K
7,532
-4%
减持
DIS
DISNEY WALT CO
-$173.9K
14,802
-1%
减持
COR
AMERISOURCEBERGEN CORP
+$170.5K
6,003
-2%
减持
PJAN
INNOVATOR ETFS TR
+$153.5K
82,887
-0%
减持
ROK
ROCKWELL AUTOMATION INC
+$150.3K
5,406
-3%
减持
XENE
XENON PHARMACEUTICALS INC
-$149.0K
10,069
-33%
减持
EPP
ISHARES INC
-$145.7K
77,485
-1%
减持
GOOGL
ALPHABET INC
-$136.2K
14,560
-20%
增持
PJUN
INNOVATOR ETFS TR
+$134.5K
14,450
+38%
减持
BIL
SPDR SER TR
-$120.1K
51,557
-2%
减持
PYPL
PAYPAL HLDGS INC
-$117.3K
9,970
-3%
减持
COST
COSTCO WHSL CORP NEW
-$117.2K
4,573
-12%
减持
MRSH
MARSH & MCLENNAN COS INC
+$112.8K
6,491
-2%
减持
CVS
CVS HEALTH CORP
-$100.8K
15,038
-2%
减持
MINT
PIMCO ETF TR
-$100.3K
29,334
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$93.8K
13,007
-3%
减持
ABT
ABBOTT LABS
+$91.0K
17,276
-2%
减持
PFE
PFIZER INC
-$85.0K
19,783
-0%
减持
SBUX
STARBUCKS CORP
-$83.6K
9,585
-3%
减持
POCT
INNOVATOR ETFS TR
+$83.2K
85,785
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$81.2K
3,664
-5%
增持
TSLA
TESLA INC
+$78.4K
1,398
+1%
减持
IXUS
ISHARES TR
-$78.3K
39,343
-4%
减持
BWZ
SPDR SER TR
-$71.2K
120,412
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$69.1K
15,395
+0%
减持
ECL
ECOLAB INC
+$68.4K
4,774
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$67.1K
21,700
-3%
减持
ABBV
ABBVIE INC
-$59.9K
2,302
-1%
减持
TLTE
FLEXSHARES TR
-$59.9K
21,613
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$59.8K
5,317
-10%
减持
IGF
ISHARES TR
-$58.1K
30,378
-2%
减持
JPM
JPMORGAN CHASE & CO
+$57.8K
11,848
-7%
减持
HON
HONEYWELL INTL INC
+$56.5K
4,754
-2%
减持
SCHC
SCHWAB STRATEGIC TR
-$50.6K
54,358
-3%
减持
FAN
FIRST TR EXCHANGE-TRADED FD
-$48.9K
52,896
-3%
减持
MA
MASTERCARD INCORPORATED
+$48.3K
6,249
-6%
减持
SCHX
SCHWAB STRATEGIC TR
-$47.3K
39,087
-10%
减持
D
DOMINION ENERGY INC
-$43.9K
10,077
-0%
减持
NEE
NEXTERA ENERGY INC
-$43.5K
8,495
-3%
减持
CRM
SALESFORCE INC
+$42.3K
7,219
-3%
增持
GSIE
GOLDMAN SACHS ETF TR
+$39.5K
58,066
+0%
减持
GOOG
ALPHABET INC
-$35.9K
10,450
-16%
减持
JNJ
JOHNSON & JOHNSON
+$33.5K
7,847
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$31.8K
16,343
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$31.8K
34,561
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$31.6K
6,350
-3%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$31.4K
4,003
-3%
减持
STOT
SSGA ACTIVE TR
-$28.4K
77,586
-1%
增持
—
GLOBAL X FDS
+$28.2K
66,907
+5%
减持
ELD
WISDOMTREE TR
+$28.2K
61,430
-0%
减持
IEMG
ISHARES INC
-$26.7K
29,507
-3%
减持
NVS
NOVARTIS AG
+$26.1K
8,149
-6%
增持
CI
THE CIGNA GROUP
+$25.0K
947
+1%
减持
AAPL
APPLE INC
-$23.0K
28,864
-15%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$22.6K
39,560
-4%
减持
INTU
INTUIT
+$21.2K
2,831
-1%
增持
CVX
CHEVRON CORP NEW
-$19.6K
3,404
+0%
增持
—
GLOBAL X FDS
-$19.0K
113,313
+2%
减持
EUSA
ISHARES INC
+$17.4K
16,400
-3%
减持
TRV
TRAVELERS COMPANIES INC
-$17.0K
5,941
-3%
增持
VB
VANGUARD INDEX FDS
+$14.8K
1,570
+0%
减持
PG
PROCTER AND GAMBLE CO
-$14.3K
8,191
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$13.2K
4,151
+0%
减持
C
CITIGROUP INC
-$12.9K
8,245
-1%
减持
EMIF
ISHARES TR
+$10.8K
42,601
-2%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$10.8K
20,953
+3%
增持
GEM
GOLDMAN SACHS ETF TR
+$10.5K
26,178
+1%
减持
MKC
MCCORMICK & CO INC
-$8.6K
12,334
-5%
清仓
—
LUMIRADX LTD
-$6.1K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.2K
5,439
+0%
减持
PEP
PEPSICO INC
+$3.1K
13,999
-1%
减持
MO
ALTRIA GROUP INC
+$2.2K
4,597
-0%
减持
LIT
GLOBAL X FDS
+$1.8K
16,603
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8K
40,837
-1%
增持
SDY
SPDR SER TR
-$1.7K
1,970
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$780
113,289
-2%
减持
PM
PHILIP MORRIS INTL INC
-$550
3,313
-1%
减持
UNP
UNION PAC CORP
+$312
5,903
-2%
