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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 112 项
建仓 8
增持 36
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
TOTL
SSGA ACTIVE ETF TR
+$6.2M
160,352
建仓
TLTW
ISHARES TR
+$5.1M
177,697
减持
USFR
WISDOMTREE TR
-$3.9M
79,214
-50%
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。
清仓
STOT
SSGA ACTIVE TR
-$3.6M
0
-100%
减持
TFLO
ISHARES TR
-$3.6M
149,786
-32%
清仓
NEAR
ISHARES U S ETF TR
-$3.4M
0
-100%
建仓
MLN
VANECK ETF TRUST
+$3.0M
180,551
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.7M
155,622
-26%
建仓
CMF
ISHARES TR
+$2.7M
49,482
增持
PJUL
INNOVATOR ETFS TR
+$2.5M
165,349
+86%
建仓
VTEB
VANGUARD MUN BD FDS
+$2.4M
48,954
减持
PJAN
INNOVATOR ETFS TR
-$1.9M
27,599
-67%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
95,027
+47%
减持
PULS
PGIM ETF TR
-$1.6M
53,712
-38%
减持
ULST
SSGA ACTIVE ETF TR
-$1.6M
36,408
-52%
建仓
MUB
ISHARES TR
+$1.4M
13,590
减持
BIL
SPDR SER TR
-$1.1M
39,423
-24%
清仓
FAN
FIRST TR EXCHANGE-TRADED FD
-$924.1K
0
-100%
减持
MINT
PIMCO ETF TR
-$865.4K
20,581
-30%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$789.3K
15,241
减持
AAPL
APPLE INC
-$688.3K
28,681
-1%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$570.7K
22,153
+6%
减持
ICLN
ISHARES TR
-$543.0K
139,039
-1%
增持
SUB
ISHARES TR
+$540.2K
59,234
+11%
减持
POCT
INNOVATOR ETFS TR
-$427.1K
71,970
-16%
建仓
PAUG
INNOVATOR ETFS TR
+$381.9K
12,300
清仓
UJAN
INNOVATOR ETFS TR
-$376.4K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$323.3K
110,885
-5%
减持
PAPR
INNOVATOR ETFS TR
-$306.6K
102,729
-8%
清仓
FLDR
FIDELITY MERRIMACK STR TR
-$286.6K
0
-100%
减持
GSST
GOLDMAN SACHS ETF TR
-$264.8K
22,863
-19%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$261.9K
21,553
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$261.3K
5,316
-2%
减持
BWZ
SPDR SER TR
-$255.9K
114,919
-5%
减持
—
GLOBAL X FDS
-$255.3K
110,335
-3%
减持
PEP
PEPSICO INC
-$221.1K
13,998
-0%
减持
ABT
ABBOTT LABS
-$216.1K
17,216
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$208.4K
114,897
+1%
清仓
MO
ALTRIA GROUP INC
-$208.2K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$185.8K
14,000
-15%
减持
MSFT
MICROSOFT CORP
-$177.5K
7,082
-0%
增持
EPP
ISHARES INC
-$177.5K
77,815
+0%
减持
NKE
NIKE INC
-$173.0K
11,501
-0%
增持
GOOGL
ALPHABET INC
+$168.8K
14,608
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$163.6K
32,596
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$155.6K
16,083
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$144.5K
6,340
-0%
增持
NEE
NEXTERA ENERGY INC
-$142.2K
8,520
+0%
减持
IGF
ISHARES TR
-$141.5K
29,678
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$140.0K
3,470
-5%
增持
MKC
MCCORMICK & CO INC
-$139.5K
12,380
+0%
增持
LIT
GLOBAL X FDS
-$136.6K
17,091
+3%
减持
INTU
INTUIT
+$134.5K
2,802
-1%
减持
—
GLOBAL X FDS
-$133.8K
66,582
-0%
减持
DIS
DISNEY WALT CO
-$132.5K
14,670
-1%
减持
JNJ
JOHNSON & JOHNSON
-$127.1K
7,524
-4%
减持
EMIF
ISHARES TR
-$118.0K
39,686
-7%
减持
HON
HONEYWELL INTL INC
-$117.3K
4,705
-1%
减持
IXUS
ISHARES TR
-$106.2K
39,298
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$104.8K
38,383
-2%
减持
GOOG
ALPHABET INC
+$102.2K
10,363
-1%
减持
PJUN
INNOVATOR ETFS TR
-$99.1K
11,450
-21%
减持
AMZN
AMAZON COM INC
-$95.9K
18,413
-1%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$93.9K
39,110
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$90.7K
54,108
-0%
减持
ECL
ECOLAB INC
-$89.2K
4,735
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$86.3K
12,845
-1%
减持
COST
COSTCO WHSL CORP NEW
+$85.4K
4,509
-1%
减持
COR
CENCORA INC
-$79.1K
5,979
-0%
增持
SCZ
ISHARES TR
-$78.5K
31,860
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$76.2K
3,999
-0%
增持
SBUX
STARBUCKS CORP
-$73.5K
9,598
+0%
减持
PFE
PFIZER INC
-$69.8K
19,773
-0%
减持
CRM
SALESFORCE INC
-$67.3K
7,189
-0%
减持
MEAR
ISHARES U S ETF TR
-$64.8K
61,835
-2%
减持
JPM
JPMORGAN CHASE & CO
-$60.5K
11,465
-3%
增持
TRV
TRAVELERS COMPANIES INC
-$58.9K
5,957
+0%
增持
PYPL
PAYPAL HLDGS INC
-$55.1K
10,438
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.6K
6,097
-0%
减持
GSLC
GOLDMAN SACHS ETF TR
-$48.7K
4,490
-8%
增持
PG
PROCTER AND GAMBLE CO
-$47.2K
8,197
+0%
减持
DHR
DANAHER CORPORATION
+$47.1K
7,476
-1%
增持
EUSA
ISHARES INC
-$45.7K
16,575
+1%
减持
C
CITIGROUP INC
-$45.3K
8,129
-1%
增持
CVX
CHEVRON CORP NEW
+$39.2K
3,409
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$39.2K
5,339
+0%
增持
ABBV
ABBVIE INC
+$36.7K
2,327
+1%
减持
TLTE
FLEXSHARES TR
-$34.9K
21,238
-2%
增持
MRK
MERCK & CO INC
-$33.2K
2,714
+0%
减持
NSC
NORFOLK SOUTHN CORP
-$32.8K
1,070
-0%
增持
—
EXXON MOBIL CORP
+$30.2K
2,824
+0%
减持
UNP
UNION PAC CORP
-$28.9K
5,790
-2%
增持
SO
SOUTHERN CO
-$25.8K
4,696
+0%
增持
VTI
VANGUARD INDEX FDS
+$25.4K
2,961
+8%
增持
MA
MASTERCARD INCORPORATED
+$21.5K
6,262
+0%
增持
IEMG
ISHARES INC
-$21.3K
30,113
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$20.3K
5,314
-2%
增持
D
DOMINION ENERGY INC
-$19.9K
11,238
+12%
增持
MRSH
MARSH & MCLENNAN COS INC
+$19.5K
6,518
+0%
减持
TSLA
TESLA INC
-$17.4K
1,393
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$15.6K
4,126
-1%
增持
SDY
SPDR SER TR
-$14.5K
1,974
+0%
增持
PM
PHILIP MORRIS INTL INC
-$14.3K
3,339
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$14.3K
42,003
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$13.7K
16,145
+5%
增持
GSIE
GOLDMAN SACHS ETF TR
-$12.4K
60,206
+4%
增持
ELD
WISDOMTREE TR
-$11.9K
64,078
+4%
增持
GEM
GOLDMAN SACHS ETF TR
-$10.0K
26,958
+3%
增持
CI
THE CIGNA GROUP
+$5.5K
948
+0%
减持
CVS
CVS HEALTH CORP
+$4.7K
14,957
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$4.1K
2,844
+0%
减持
NVS
NOVARTIS AG
-$916
8,064
-1%
