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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 119 项
建仓 6
增持 10
减持 84
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.6M
83,657
-46%
减持
TLTW
ISHARES TR
-$3.6M
55,764
-69%
减持
TFLO
ISHARES TR
-$3.5M
80,998
-46%
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。
减持
TOTL
SSGA ACTIVE ETF TR
-$3.4M
68,499
-57%
清仓
EPP
ISHARES INC
-$3.1M
0
-100%
减持
PJUL
INNOVATOR ETFS TR
-$3.0M
71,230
-57%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.6M
50,015
-56%
减持
PULS
PGIM ETF TR
-$2.4M
5,799
-89%
清仓
IXUS
ISHARES TR
-$2.4M
0
-100%
减持
CRBU
CARIBOU BIOSCIENCES INC
+$2.2M
2,364,260
-0%
清仓
MINT
PIMCO ETF TR
-$2.1M
0
-100%
减持
POCT
INNOVATOR ETFS TR
-$1.7M
20,130
-72%
减持
PAPR
INNOVATOR ETFS TR
-$1.7M
45,482
-56%
建仓
IDVO
AMPLIFY ETF TR
+$1.5M
52,596
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
6,211
-61%
减持
SCHC
SCHWAB STRATEGIC TR
-$1.4M
9,908
-82%
清仓
IGF
ISHARES TR
-$1.3M
0
-100%
清仓
—
GLOBAL X FDS
-$1.1M
0
-100%
减持
IEMG
ISHARES INC
-$1.1M
6,967
-77%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.0M
15,993
-58%
清仓
TLTE
FLEXSHARES TR
-$1.0M
0
-100%
减持
AAPL
APPLE INC
-$991.5K
20,355
-29%
清仓
LIT
GLOBAL X FDS
-$942.9K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$938.1K
8,722
-73%
减持
BWZ
SPDR SER TR
-$883.8K
75,826
-34%
减持
PEP
PEPSICO INC
-$864.8K
8,873
-37%
减持
MA
MASTERCARD INCORPORATED
-$840.5K
3,842
-39%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$816.3K
79,843
-16%
减持
ULST
SSGA ACTIVE ETF TR
-$790.1K
16,743
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$775.5K
3,814
-37%
减持
EUSA
ISHARES INC
-$747.6K
5,909
-64%
建仓
NDIV
AMPLIFY ETF TR
+$734.0K
26,601
减持
MSFT
MICROSOFT CORP
-$724.7K
4,020
-43%
减持
SCZ
ISHARES TR
-$720.5K
17,426
-45%
减持
ICLN
ISHARES TR
-$709.5K
84,985
-39%
建仓
GXDW
GLOBAL X FDS
+$705.0K
28,657
清仓
—
GLOBAL X FDS
-$677.1K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$673.3K
23,690
-44%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$669.5K
16,485
-58%
减持
GSST
GOLDMAN SACHS ETF TR
-$666.0K
9,513
-58%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$657.9K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$629.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$615.1K
3,552
-53%
减持
DHR
DANAHER CORPORATION
-$614.8K
5,360
-28%
减持
AMZN
AMAZON COM INC
-$614.0K
11,364
-38%
减持
COR
CENCORA INC
-$583.7K
2,397
-60%
清仓
NVDA
NVIDIA CORPORATION
-$564.8K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$563.6K
3,572
-45%
减持
COST
COSTCO WHSL CORP NEW
-$534.8K
3,049
-32%
减持
GOOGL
ALPHABET INC
-$516.4K
9,988
-32%
减持
UNH
UNITEDHEALTH GROUP INC
-$501.6K
5,119
-19%
减持
ROK
ROCKWELL AUTOMATION INC
-$500.1K
3,284
-38%
清仓
NEE
NEXTERA ENERGY INC
-$488.1K
0
-100%
减持
MKC
MCCORMICK & CO INC
-$476.1K
6,728
-46%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$468.0K
13,464
-38%
增持
USFR
WISDOMTREE TR
+$444.0K
88,177
+11%
建仓
CALI
BLACKROCK ETF TRUST II
+$440.4K
8,751
减持
CVS
CVS HEALTH CORP
-$436.7K
7,695
-49%
减持
ABT
ABBOTT LABS
-$433.8K
11,207
-35%
减持
INTU
INTUIT
-$422.2K
1,615
-42%
减持
EMIF
ISHARES TR
-$413.2K
18,956
-52%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$407.5K
6,587
-49%
减持
PG
PROCTER AND GAMBLE CO
-$407.4K
5,379
-34%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$404.9K
7,205
-53%
减持
PJAN
INNOVATOR ETFS TR
-$401.0K
15,019
-46%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$378.2K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$377.4K
2,402
-55%
减持
ELD
WISDOMTREE TR
-$363.4K
47,000
-27%
减持
SBUX
STARBUCKS CORP
-$352.9K
5,448
-43%
减持
PFE
PFIZER INC
-$350.5K
10,609
-46%
清仓
TSLA
TESLA INC
-$348.6K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$348.3K
52,947
+8%
减持
NVS
NOVARTIS AG
-$346.0K
4,708
-42%
减持
NKE
NIKE INC
-$335.7K
7,037
-39%
增持
CMF
ISHARES TR
+$335.3K
52,622
+6%
清仓
—
EXXON MOBIL CORP
-$332.0K
0
-100%
增持
MLN
VANECK ETF TRUST
+$327.7K
183,271
+2%
减持
PYPL
PAYPAL HLDGS INC
-$317.0K
4,775
-54%
建仓
ARKG
ARK ETF TR
+$302.2K
9,212
减持
BIL
SPDR SER TR
-$300.1K
36,325
-8%
清仓
SCHM
SCHWAB STRATEGIC TR
-$279.2K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$275.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$259.0K
8,252
-28%
增持
SCHW
SCHWAB CHARLES CORP
+$239.3K
16,361
+1%
减持
HON
HONEYWELL INTL INC
-$228.7K
3,054
-35%
清仓
SDY
SPDR SER TR
-$227.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$206.4K
700
减持
AMT
AMERICAN TOWER CORP NEW
-$181.6K
1,802
-48%
减持
ECL
ECOLAB INC
-$159.5K
3,240
-32%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$149.2K
19,805
+0%
减持
TRV
TRAVELERS COMPANIES INC
-$135.1K
4,398
-26%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$125.8K
2,799
-30%
增持
MUB
ISHARES TR
+$115.5K
13,920
+2%
减持
UNP
UNION PAC CORP
-$114.7K
4,333
-25%
减持
CVX
CHEVRON CORP NEW
-$104.8K
3,151
-8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$102.3K
108,235
-2%
减持
GOOG
ALPHABET INC
-$99.0K
8,993
-13%
减持
C
CITIGROUP INC
-$98.2K
4,590
-44%
减持
GSIE
GOLDMAN SACHS ETF TR
-$94.3K
52,471
-13%
增持
D
DOMINION ENERGY INC
+$85.4K
12,497
+11%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$76.4K
67,909
+0%
减持
V
VISA INC
-$71.5K
3,262
-19%
减持
DIS
DISNEY WALT CO
-$66.2K
12,436
-15%
减持
GEM
GOLDMAN SACHS ETF TR
-$57.9K
23,293
-14%
减持
SUB
ISHARES TR
+$55.6K
58,317
-2%
清仓
GERN
GERON CORP
-$51.3K
0
-100%
减持
MEAR
ISHARES U S ETF TR
-$46.4K
60,685
-2%
减持
ABBV
ABBVIE INC
-$42.3K
1,965
-16%
减持
MRK
MERCK & CO INC
-$38.4K
2,210
-19%
减持
URI
UNITED RENTALS INC
+$35.9K
448
-10%
减持
CRM
SALESFORCE INC
-$34.7K
5,408
-25%
减持
PJUN
INNOVATOR ETFS TR
-$31.4K
9,800
-14%
减持
NSC
NORFOLK SOUTHN CORP
+$26.1K
1,002
-6%
增持
SO
SOUTHERN CO
+$25.5K
4,698
+0%
减持
PM
PHILIP MORRIS INTL INC
-$15.2K
3,124
-6%
减持
DUK
DUKE ENERGY CORP NEW
-$14.7K
2,435
-14%
减持
CI
THE CIGNA GROUP
+$12.4K
947
-0%
减持
SCHO
SCHWAB STRATEGIC TR
+$10.7K
24,000
-0%
减持
VB
VANGUARD INDEX FDS
-$7.3K
1,358
-14%
