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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 111 项
建仓 4
增持 29
减持 75
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
CRBU
CARIBOU BIOSCIENCES INC
-$8.3M
2,334,740
-1%
增持
CALI
BLACKROCK ETF TRUST II
+$3.9M
118,156
+189%
增持
IEFA
ISHARES TR
+$3.5M
51,881
+1438%
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
IXUS
ISHARES TR
-$2.5M
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.9M
78,727
-32%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$1.1M
130,469
+54%
减持
MEAR
ISHARES U S ETF TR
-$984.6K
43,165
-31%
减持
BIL
SPDR SER TR
-$926.7K
27,183
-27%
减持
TLTW
ISHARES TR
-$867.2K
64,676
-32%
减持
AAPL
APPLE INC
+$806.6K
24,547
-4%
减持
USFR
WISDOMTREE TR
-$792.1K
71,299
-18%
增持
GPIX
GOLDMAN SACHS ETF TR
+$630.5K
70,856
+22%
建仓
—
ACCENTURE PLC IRELAND
+$593.5K
1,956
减持
PJAN
INNOVATOR ETFS TRUST
-$550.9K
93,472
-15%
减持
NVS
NOVARTIS AG
-$483.4K
2,659
-66%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$483.1K
134,094
+10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$438.7K
134,756
-6%
增持
NVDA
NVIDIA CORPORATION
+$427.8K
12,210
+921%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$404.6K
50,246
+21%
减持
DIS
DISNEY WALT CO
-$381.9K
13,134
-5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$374.5K
11,125
+42%
减持
GOOGL
ALPHABET INC
+$372.9K
13,515
-2%
增持
IEMG
ISHARES INC
+$369.8K
42,186
+15%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$364.5K
67,174
-1%
减持
CVS
CVS HEALTH CORP
-$344.9K
12,363
-8%
建仓
DLR
DIGITAL RLTY TR INC
+$321.1K
2,112
增持
IDVO
AMPLIFY ETF TR
+$319.6K
140,807
+8%
减持
CRM
SALESFORCE INC
-$318.1K
6,942
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$304.9K
53,965
+10%
减持
MA
MASTERCARD INCORPORATED
-$302.7K
5,883
-2%
减持
GOOG
ALPHABET INC
+$289.9K
9,670
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$275.7K
164,806
-3%
减持
PJUL
INNOVATOR ETFS TRUST
-$270.6K
82,981
-10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$258.6K
22,112
+18%
减持
AMT
AMERICAN TOWER CORP NEW
-$254.0K
2,062
-38%
增持
ELD
WISDOMTREE TR
+$253.1K
103,075
+15%
增持
LOUP
INNOVATOR ETFS TRUST
+$246.1K
13,186
+65%
减持
NKE
NIKE INC
-$242.7K
10,591
-4%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.5K
1,355
增持
SCHC
SCHWAB STRATEGIC TR
+$232.8K
65,884
+12%
减持
MUB
ISHARES TR
-$227.7K
11,870
-14%
减持
POCT
INNOVATOR ETFS TRUST
-$213.0K
71,908
-9%
减持
ABT
ABBOTT LABS
-$211.0K
16,139
-3%
清仓
LOW
LOWES COS INC
-$210.2K
0
-100%
清仓
VLTO
VERALTO CORP
-$203.3K
0
-100%
减持
PAUG
INNOVATOR ETFS TRUST
-$198.2K
7,300
-44%
减持
ICLN
ISHARES TR
-$188.5K
205,482
-2%
减持
AMZN
AMAZON COM INC
+$183.9K
17,025
-1%
减持
TRV
TRAVELERS COMPANIES INC
-$178.9K
5,816
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$172.9K
12,225
-3%
减持
COR
CENCORA INC
-$168.5K
5,403
-5%
减持
MLN
VANECK ETF TRUST
-$168.4K
182,610
-4%
减持
VTEB
VANGUARD MUN BD FDS
-$168.3K
59,900
-4%
减持
SBUX
STARBUCKS CORP
-$159.6K
8,749
-5%
减持
TOTL
SSGA ACTIVE ETF TR
-$159.1K
174,377
-1%
减持
TFLO
ISHARES TR
-$149.9K
129,665
-2%
减持
ROK
ROCKWELL AUTOMATION INC
-$148.6K
4,720
-5%
增持
SCHX
SCHWAB STRATEGIC TR
+$147.8K
43,266
+2%
减持
UNP
UNION PAC CORP
-$144.6K
5,411
-3%
减持
GSST
GOLDMAN SACHS ETF TR
-$137.0K
17,038
-14%
减持
PEP
PEPSICO INC
-$117.8K
10,389
-1%
减持
PYPL
PAYPAL HLDGS INC
-$116.0K
8,315
-7%
减持
CMF
ISHARES TR
-$102.9K
61,810
-2%
减持
PJUN
INNOVATOR ETFS TRUST
-$99.6K
8,300
-28%
增持
GXDW
GLOBAL X FDS
-$99.2K
61,940
+0%
减持
MSFT
MICROSOFT CORP
+$98.5K
4,153
-1%
减持
PAPR
INNOVATOR ETFS TRUST
+$92.6K
103,627
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$91.2K
5,420
-1%
减持
MKC
MCCORMICK & CO INC
-$84.4K
11,823
-2%
减持
SCHA
SCHWAB STRATEGIC TR
-$81.6K
28,230
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$78.2K
5,808
-5%
增持
ULST
SSGA ACTIVE ETF TR
+$78.0K
40,253
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$73.4K
5,613
-7%
减持
JNJ
JOHNSON & JOHNSON
-$68.3K
5,366
-0%
增持
EUSA
ISHARES INC
+$65.8K
22,960
+7%
减持
COST
COSTCO WHSL CORP NEW
+$64.3K
3,813
-12%
减持
DHR
DANAHER CORPORATION
-$64.0K
7,027
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$62.6K
10,265
-4%
增持
ARKG
ARK ETF TR
-$61.2K
41,354
+15%
减持
NDIV
AMPLIFY ETF TR
-$55.0K
99,875
-1%
增持
PIO
INVESCO EXCH TRADED FD TR II
-$52.4K
40,635
+3%
减持
D
DOMINION ENERGY INC
-$48.4K
20,498
-4%
减持
INTU
INTUIT
-$46.0K
2,638
-4%
增持
SCZ
ISHARES TR
+$43.3K
33,279
+5%
增持
SUB
ISHARES TR
+$41.0K
60,012
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$41.0K
850
-2%
增持
BWZ
SPDR SER TR
+$33.3K
128,166
+4%
建仓
CDXS
CODEXIS INC
+$32.1K
10,350
减持
PFE
PFIZER INC
-$30.9K
10,413
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$30.7K
5,329
-0%
减持
PM
PHILIP MORRIS INTL INC
+$27.7K
3,273
-1%
减持
SO
SOUTHERN CO
-$26.4K
4,000
-15%
减持
MRK
MERCK & CO INC
-$25.7K
2,647
-1%
增持
GSIE
GOLDMAN SACHS ETF TR
+$25.3K
81,863
+3%
减持
TLTE
FLEXSHARES TR
+$23.0K
20,165
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$21.9K
14,941
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$19.2K
3,643
-1%
减持
C
CITIGROUP INC
-$19.1K
6,575
-5%
减持
GEM
GOLDMAN SACHS ETF TR
+$15.3K
26,224
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$13.2K
1,019
-2%
减持
PULS
PGIM ETF TR
-$12.2K
4,198
-6%
减持
HON
HONEYWELL INTL INC
+$10.5K
4,484
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$9.1K
20,449
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$7.5K
2,818
-1%
减持
MO
ALTRIA GROUP INC
+$6.8K
4,550
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$3.9K
6,261
-2%
减持
ECL
ECOLAB INC
+$2.9K
4,474
-3%
减持
PG
PROCTER AND GAMBLE CO
-$987
7,181
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$895
14,725
+0%
增持
VXUS
VANGUARD STAR FDS
+$298
8,234
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$258
4,890
+0%
