小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 115 项
建仓 9
增持 47
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.2M
107,834
-35%
增持
TFLO
ISHARES TR
+$1.7M
163,150
+26%
增持
LOUP
INNOVATOR ETFS TRUST
+$1.4M
42,284
+221%
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
GSLC
GOLDMAN SACHS ETF TR
+$1.4M
22,788
+105%
增持
IEFA
ISHARES TR
+$1.3M
65,149
+26%
增持
SCHX
SCHWAB STRATEGIC TR
+$984.4K
55,478
+28%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$933.5K
96,752
+23%
增持
NVDA
NVIDIA CORPORATION
+$920.7K
20,003
+64%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$897.8K
142,486
+6%
增持
MSFT
MICROSOFT CORP
+$869.8K
6,335
+53%
增持
MEAR
ISHARES U S ETF TR
+$824.2K
59,405
+38%
建仓
—
EATON CORP PLC
+$750.7K
2,265
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$679.8K
120,642
-10%
建仓
SHM
SPDR SER TR
+$651.0K
13,523
增持
IEMG
ISHARES INC
+$618.9K
50,115
+19%
建仓
UBER
UBER TECHNOLOGIES INC
+$548.5K
7,298
增持
VRP
INVESCO EXCH TRADED FD TR II
+$526.4K
149,322
+14%
增持
SCHC
SCHWAB STRATEGIC TR
+$523.7K
74,432
+13%
建仓
LLY
ELI LILLY & CO
+$518.3K
585
建仓
TBIL
RBB FD INC
+$516.2K
10,315
增持
ARKG
ARK ETF TR
+$507.8K
57,766
+40%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$507.7K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$486.0K
59,508
+10%
清仓
PYPL
PAYPAL HLDGS INC
-$482.5K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$470.5K
0
-100%
增持
GXDW
GLOBAL X FDS
+$464.3K
73,016
+18%
减持
CRBU
CARIBOU BIOSCIENCES INC
+$435.5K
2,175,740
-7%
增持
IDVO
AMPLIFY ETF TR
+$425.0K
152,875
+9%
减持
NDIV
AMPLIFY ETF TR
-$401.0K
86,535
-13%
减持
UNH
UNITEDHEALTH GROUP INC
+$388.3K
5,723
-1%
减持
SUB
ISHARES TR
-$351.0K
55,780
-7%
增持
ICLN
ISHARES TR
+$346.1K
209,880
+2%
增持
PIO
INVESCO EXCH TRADED FD TR II
+$337.8K
45,953
+13%
减持
AAPL
APPLE INC
+$301.7K
23,485
-4%
增持
GPIX
GOLDMAN SACHS ETF TR
+$286.5K
74,353
+5%
增持
PULS
PGIM ETF TR
+$277.8K
9,771
+133%
减持
MA
MASTERCARD INCORPORATED
+$276.1K
5,815
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$274.6K
5,387
-1%
减持
CVS
CVS HEALTH CORP
-$274.0K
7,255
-41%
减持
TOTL
SSGA ACTIVE ETF TR
-$273.2K
160,702
-8%
增持
GSIE
GOLDMAN SACHS ETF TR
+$270.2K
83,630
+2%
建仓
USXF
ISHARES TR
+$261.2K
5,322
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$244.6K
20,258
-1%
减持
GOOGL
ALPHABET INC
-$243.7K
13,374
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$230.2K
1,368
+34%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$227.6K
23,821
+8%
增持
SCZ
ISHARES TR
+$225.3K
33,627
+1%
增持
PJUL
INNOVATOR ETFS TRUST
+$213.5K
84,914
+2%
增持
CMF
ISHARES TR
+$212.8K
64,163
+4%
建仓
KOCT
INNOVATOR ETFS TRUST
+$212.5K
7,000
建仓
RTX
RTX CORPORATION
+$207.7K
1,714
建仓
QQQ
INVESCO QQQ TR
+$207.5K
425
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$205.7K
0
-100%
增持
ELD
WISDOMTREE TR
+$190.0K
104,048
+1%
减持
SBUX
STARBUCKS CORP
-$185.3K
5,086
-42%
增持
PANW
PALO ALTO NETWORKS INC
+$173.6K
1,351
+59%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$171.3K
52,045
+4%
减持
TRV
TRAVELERS COMPANIES INC
+$171.3K
5,783
-1%
减持
COR
CENCORA INC
-$170.9K
4,649
-14%
减持
GOOG
ALPHABET INC
-$169.5K
9,595
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$166.1K
61,966
+3%
减持
ABT
ABBOTT LABS
+$136.4K
15,906
-1%
减持
DHR
DANAHER CORPORATION
+$136.0K
6,804
-3%
减持
NKE
NIKE INC
+$134.6K
10,553
-0%
减持
AMZN
AMAZON COM INC
-$132.3K
16,947
-0%
增持
—
ACCENTURE PLC IRELAND
+$130.1K
2,047
+5%
增持
UNP
UNION PAC CORP
+$124.7K
5,473
+1%
增持
PAUG
INNOVATOR ETFS TRUST
+$123.4K
10,300
+41%
增持
SCHA
SCHWAB STRATEGIC TR
+$116.9K
28,280
+0%
增持
MLN
VANECK ETF TRUST
+$112.6K
184,373
+1%
增持
TLTE
FLEXSHARES TR
+$111.9K
20,765
+3%
清仓
GERN
GERON CORP
-$111.1K
0
-100%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$110.6K
67,774
+1%
增持
ULST
SSGA ACTIVE ETF TR
+$109.5K
42,632
+6%
减持
MKC
MCCORMICK & CO INC
+$103.9K
11,453
-3%
减持
INTU
INTUIT
-$103.6K
2,625
-0%
增持
VTI
VANGUARD INDEX FDS
+$99.7K
2,843
+8%
增持
DLR
DIGITAL RLTY TR INC
+$96.7K
2,582
+22%
增持
POCT
INNOVATOR ETFS TRUST
+$85.2K
72,878
+1%
减持
EUSA
ISHARES INC
-$81.6K
20,311
-12%
减持
PJAN
INNOVATOR ETFS TRUST
-$80.7K
89,053
-5%
减持
JNJ
JOHNSON & JOHNSON
+$80.1K
5,334
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$72.9K
2,037
-1%
增持
MUB
ISHARES TR
+$68.1K
12,270
+3%
减持
ECL
ECOLAB INC
+$66.8K
4,432
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$65.5K
10,157
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$65.1K
5,250
-1%
减持
COST
COSTCO WHSL CORP NEW
+$61.3K
3,725
-2%
增持
VB
VANGUARD INDEX FDS
+$57.0K
1,685
+7%
减持
USFR
WISDOMTREE TR
-$48.1K
70,469
-1%
增持
PJUN
INNOVATOR ETFS TRUST
+$47.3K
9,300
+12%
减持
GEM
GOLDMAN SACHS ETF TR
+$46.7K
25,733
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
+$44.2K
6,112
-2%
减持
GSST
GOLDMAN SACHS ETF TR
-$42.4K
16,108
-5%
减持
PG
PROCTER AND GAMBLE CO
+$42.1K
7,081
-1%
减持
BWZ
SPDR SER TR
+$41.2K
120,818
-6%
减持
PAPR
INNOVATOR ETFS TRUST
+$39.6K
101,038
-2%
减持
ABBV
ABBVIE INC
+$39.6K
2,185
-4%
增持
DIS
DISNEY WALT CO
-$39.0K
13,152
+0%
减持
D
DOMINION ENERGY INC
+$38.7K
18,050
-12%
减持
TSLA
TESLA INC
-$36.0K
848
-35%
减持
TLTW
ISHARES TR
+$35.8K
62,839
-3%
减持
ROK
ROCKWELL AUTOMATION INC
-$33.0K
4,717
-0%
清仓
CDXS
CODEXIS INC
-$32.1K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$30.1K
2,711
-4%
减持
CRM
SALESFORCE INC
+$28.0K
6,623
-5%
增持
HON
HONEYWELL INTL INC
-$21.5K
4,528
+1%
减持
PEP
PEPSICO INC
+$19.5K
10,191
-2%
减持
SCHO
SCHWAB STRATEGIC TR
+$18.5K
24,019
-0%
减持
BND
VANGUARD BD INDEX FDS
-$18.5K
3,384
-11%
减持
BIL
SPDR SER TR
-$17.2K
26,987
-1%
减持
C
CITIGROUP INC
-$10.3K
6,500
-1%
减持
XENE
XENON PHARMACEUTICALS INC
-$10.2K
7,607
-4%
减持
PFE
PFIZER INC
+$8.9K
10,376
-0%
减持
CALI
BLACKROCK ETF TRUST II
-$4.5K
117,353
-1%
