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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 123 项
建仓 20
增持 89
减持 12
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.2M
169,326
+112%
增持
TOTL
SSGA ACTIVE ETF TR
+$4.3M
176,912
+158%
增持
PJAN
INNOVATOR ETFS TRUST
+$3.8M
110,235
+634%
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
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
122,459
+145%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.0M
143,505
+72%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$2.7M
58,138
增持
TFLO
ISHARES TR
+$2.6M
132,546
+64%
建仓
IXUS
ISHARES TR
+$2.5M
37,293
增持
IDVO
AMPLIFY ETF TR
+$2.4M
129,782
+147%
增持
POCT
INNOVATOR ETFS TRUST
+$2.2M
79,125
+293%
增持
NDIV
AMPLIFY ETF TR
+$2.2M
100,439
+278%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$2.0M
41,490
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$2.0M
84,894
增持
PAPR
INNOVATOR ETFS TRUST
+$2.0M
104,172
+129%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.8M
58,977
+495%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
42,411
+165%
增持
CALI
BLACKROCK ETF TRUST II
+$1.6M
40,926
+368%
增持
ICLN
ISHARES TR
+$1.6M
209,264
+146%
增持
IEMG
ISHARES INC
+$1.5M
36,596
+425%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$1.5M
18,741
增持
EUSA
ISHARES INC
+$1.5M
21,545
+265%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$1.4M
2,364,240
-0%
增持
AMZN
AMAZON COM INC
+$1.4M
17,220
+52%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
6,018
+57%
增持
BWZ
SPDR SER TR
+$1.2M
123,401
+63%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
4,336
+42%
增持
ELD
WISDOMTREE TR
+$1.1M
90,001
+91%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
49,237
+108%
建仓
NVDA
NVIDIA CORPORATION
+$1.1M
1,196
建仓
TLTE
FLEXSHARES TR
+$1.1M
20,465
增持
PIO
INVESCO EXCH TRADED FD TR II
+$1.0M
39,300
+138%
增持
GSIE
GOLDMAN SACHS ETF TR
+$1.0M
79,598
+52%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.0M
28,862
+231%
增持
TLTW
ISHARES TR
+$996.3K
94,686
+70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$935.7K
5,460
+43%
增持
SCZ
ISHARES TR
+$929.4K
31,708
+82%
增持
PJUL
INNOVATOR ETFS TRUST
+$916.6K
92,006
+29%
增持
COR
CENCORA INC
+$893.5K
5,703
+138%
增持
ULST
SSGA ACTIVE ETF TR
+$874.9K
38,297
+129%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$815.3K
7,855
增持
GXDW
GLOBAL X FDS
+$786.1K
61,765
+116%
增持
INTU
INTUIT
+$770.3K
2,738
+70%
增持
JPM
JPMORGAN CHASE & CO
+$735.1K
10,678
+29%
增持
ARKG
ARK ETF TR
+$729.9K
35,889
+290%
增持
GOOGL
ALPHABET INC
+$693.6K
13,840
+39%
建仓
VTI
VANGUARD INDEX FDS
+$685.2K
2,636
增持
CRM
SALESFORCE INC
+$679.8K
6,982
+29%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$666.0K
20,959
+56%
增持
ABT
ABBOTT LABS
+$654.5K
16,611
+48%
增持
MRSH
MARSH & MCLENNAN COS INC
+$638.6K
6,386
+79%
增持
DHR
DANAHER CORPORATION
+$579.7K
7,287
+36%
增持
CMF
ISHARES TR
+$569.8K
62,890
+20%
增持
DIS
DISNEY WALT CO
+$563.2K
13,779
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$527.1K
5,350
+123%
增持
TRV
TRAVELERS COMPANIES INC
+$523.7K
5,916
+35%
增持
GSST
GOLDMAN SACHS ETF TR
+$519.4K
19,763
+108%
建仓
VXUS
VANGUARD STAR FDS
+$496.2K
8,229
增持
CVS
CVS HEALTH CORP
+$467.4K
13,478
+75%
增持
VTEB
VANGUARD MUN BD FDS
+$467.0K
62,647
+18%
增持
D
DOMINION ENERGY INC
+$465.4K
21,402
+71%
增持
MKC
MCCORMICK & CO INC
+$462.8K
12,018
+79%
增持
AAPL
APPLE INC
+$444.6K
25,447
+25%
增持
ROK
ROCKWELL AUTOMATION INC
+$428.3K
4,970
+51%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$423.3K
116,577
+8%
增持
ECL
ECOLAB INC
+$419.3K
4,599
+42%
清仓
EMIF
ISHARES TR
-$405.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$397.0K
7,305
+36%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$384.4K
0
-100%
建仓
LOUP
INNOVATOR ETFS TRUST
+$381.4K
7,987
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$342.6K
12,550
+91%
增持
UNH
UNITEDHEALTH GROUP INC
+$341.0K
6,137
+20%
增持
PEP
PEPSICO INC
+$324.3K
10,464
+18%
增持
SBUX
STARBUCKS CORP
+$317.5K
9,199
+69%
建仓
SCHM
SCHWAB STRATEGIC TR
+$311.6K
3,826
增持
HON
HONEYWELL INTL INC
+$306.6K
4,614
+51%
增持
PYPL
PAYPAL HLDGS INC
+$305.3K
8,935
+87%
增持
UNP
UNION PAC CORP
+$304.6K
5,566
+28%
增持
JNJ
JOHNSON & JOHNSON
+$295.9K
5,390
+52%
增持
NVS
NOVARTIS AG
+$291.1K
7,924
+68%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$286.5K
4,884
增持
NKE
NIKE INC
+$276.9K
11,076
+57%
建仓
BND
VANGUARD BD INDEX FDS
+$274.8K
3,784
增持
AMT
AMERICAN TOWER CORP NEW
+$265.8K
3,314
+84%
增持
V
VISA INC
+$255.9K
3,960
+21%
建仓
IEFA
ISHARES TR
+$250.4K
3,374
增持
MSFT
MICROSOFT CORP
+$246.3K
4,178
+4%
建仓
TSLA
TESLA INC
+$229.1K
1,303
增持
GOOG
ALPHABET INC
+$216.4K
9,745
+8%
建仓
LOW
LOWES COS INC
+$210.2K
825
建仓
VLTO
VERALTO CORP
+$203.3K
2,293
减持
NTLA
INTELLIA THERAPEUTICS INC
-$202.6K
67,899
-0%
建仓
MO
ALTRIA GROUP INC
+$200.5K
4,597
增持
C
CITIGROUP INC
+$200.2K
6,900
+50%
增持
GEM
GOLDMAN SACHS ETF TR
+$126.6K
26,848
+15%
减持
XENE
XENON PHARMACEUTICALS INC
-$121.8K
7,943
-21%
增持
MEAR
ISHARES U S ETF TR
+$115.6K
62,835
+4%
增持
MRK
MERCK & CO INC
+$112.5K
2,679
+21%
增持
ABBV
ABBVIE INC
+$111.6K
2,285
+16%
增持
BIL
SPDR SER TR
+$101.8K
37,271
+3%
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$89.0K
9,800
-51%
建仓
GERN
GERON CORP
+$86.5K
26,200
增持
MLN
VANECK ETF TRUST
+$85.1K
190,441
+4%
增持
SUB
ISHARES TR
+$84.9K
59,517
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$81.9K
3,693
+32%
增持
VB
VANGUARD INDEX FDS
+$69.6K
1,572
+16%
增持
PJUN
INNOVATOR ETFS TRUST
+$68.1K
11,450
+17%
增持
CVX
CHEVRON CORP NEW
+$67.5K
3,407
+8%
减持
PULS
PGIM ETF TR
-$65.6K
4,443
-23%
减持
URI
UNITED RENTALS INC
+$64.7K
446
-0%
减持
CI
THE CIGNA GROUP
+$58.5K
942
-1%
增持
PAUG
INNOVATOR ETFS TRUST
+$54.2K
13,135
+7%
减持
USFR
WISDOMTREE TR
-$50.9K
87,078
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$50.2K
14,719
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$46.6K
14,917
-9%
增持
PANW
PALO ALTO NETWORKS INC
+$40.8K
870
+24%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$39.7K
6,013
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$38.7K
2,843
+17%
增持
NSC
NORFOLK SOUTHN CORP
+$35.9K
1,070
+7%
增持
PFE
PFIZER INC
+$16.8K
11,613
+9%
减持
MUB
ISHARES TR
-$16.7K
13,870
-0%
增持
PM
PHILIP MORRIS INTL INC
+$10.2K
3,318
+6%
减持
SO
SOUTHERN CO
+$7.3K
4,693
-0%
增持
SCHO
SCHWAB STRATEGIC TR
-$3.0K
24,058
+0%
