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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 115 项
建仓 9
增持 56
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$4.7M
163,350
+132%
增持
BIL
SPDR SER TR
+$3.4M
64,300
+138%
清仓
BWZ
SPDR SER TR
-$3.3M
0
-100%
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。
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$3.2M
66,723
清仓
ICLN
ISHARES TR
-$3.1M
0
-100%
建仓
FLOT
ISHARES TR
+$1.9M
37,793
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.8M
23,805
清仓
TLTW
ISHARES TR
-$1.7M
0
-100%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$1.0M
2,025,740
-7%
增持
CRM
SALESFORCE INC
+$916.0K
8,162
+23%
建仓
DFCA
DIMENSIONAL ETF TRUST
+$879.9K
17,580
减持
BSV
VANGUARD BD INDEX FDS
-$793.6K
4,725
-68%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$759.7K
141,468
-1%
减持
IEFA
ISHARES TR
-$705.9K
62,308
-4%
减持
AMZN
AMAZON COM INC
+$556.8K
16,931
-0%
清仓
UBER
UBER TECHNOLOGIES INC
-$548.5K
0
-100%
增持
AAPL
APPLE INC
+$533.7K
23,982
+2%
增持
LOUP
INNOVATOR ETFS TRUST
+$533.2K
47,726
+13%
减持
UNH
UNITEDHEALTH GROUP INC
-$511.8K
5,603
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$508.5K
107,219
+11%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$502.8K
100,749
-7%
建仓
BX
BLACKSTONE INC
+$468.3K
2,716
建仓
PLD
PROLOGIS INC.
+$456.4K
4,318
清仓
CVS
CVS HEALTH CORP
-$456.2K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$447.5K
20,558
+1%
增持
MEAR
ISHARES U S ETF TR
+$423.9K
68,325
+15%
减持
GSIE
GOLDMAN SACHS ETF TR
-$348.4K
80,279
-4%
增持
SUB
ISHARES TR
+$345.3K
59,429
+7%
减持
DHR
DANAHER CORPORATION
-$341.0K
6,755
-1%
减持
TOTL
SSGA ACTIVE ETF TR
-$335.9K
160,374
-0%
增持
CALI
BLACKROCK ETF TRUST II
+$334.5K
124,817
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$315.5K
17,346
+16%
减持
GOOGL
ALPHABET INC
+$311.7K
13,364
-0%
增持
SHM
SPDR SER TR
+$305.9K
20,193
+49%
增持
JPM
JPMORGAN CHASE & CO.
+$294.7K
10,164
+0%
增持
GOOG
ALPHABET INC
+$277.7K
9,882
+3%
增持
NVDA
NVIDIA CORPORATION
+$277.2K
20,153
+1%
减持
SCZ
ISHARES TR
-$263.3K
33,141
-1%
建仓
KAUG
INNOVATOR ETFS TRUST
+$251.4K
10,000
增持
DIS
DISNEY WALT CO
+$233.7K
13,460
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$215.6K
67,491
+9%
清仓
RTX
RTX CORPORATION
-$207.7K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$207.5K
117,408
-3%
清仓
QQQ
INVESCO QQQ TR
-$207.5K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$200.3K
675
减持
TFLO
ISHARES TR
-$200.2K
159,604
-2%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$193.1K
45,738
-0%
减持
TLTE
FLEXSHARES TR
-$189.8K
19,540
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$187.5K
1,019
-26%
减持
PEP
PEPSICO INC
-$183.6K
10,189
-0%
增持
SCHC
SCHWAB STRATEGIC TR
-$183.4K
78,197
+5%
减持
MA
MASTERCARD INCORPORATED
+$180.0K
5,795
-0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$156.1K
22,909
-4%
减持
ULST
SSGA ACTIVE ETF TR
-$155.0K
39,187
-8%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$151.6K
50,260
-3%
减持
NKE
NIKE INC
-$148.3K
10,368
-2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$142.4K
23,581
+3%
减持
V
VISA INC
+$134.6K
3,871
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$132.8K
4,610
-12%
增持
XENE
XENON PHARMACEUTICALS INC
+$132.0K
11,007
+45%
增持
GXDW
GLOBAL X FDS
-$130.9K
73,507
+1%
增持
ELD
WISDOMTREE TR
-$122.2K
109,748
+5%
增持
EUSA
ISHARES INC
+$121.5K
21,666
+7%
减持
GSST
GOLDMAN SACHS ETF TR
-$120.7K
13,843
-14%
减持
D
DOMINION ENERGY INC
-$112.5K
17,279
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$104.5K
67,028
+13%
减持
MLN
VANECK ETF TRUST
-$99.8K
183,123
-1%
建仓
GERN
GERON CORP
+$92.7K
26,200
增持
GPIX
GOLDMAN SACHS ETF TR
+$92.0K
75,673
+2%
增持
SCHA
SCHWAB STRATEGIC TR
-$89.8K
52,849
+87%
增持
JNJ
JOHNSON & JOHNSON
-$89.3K
5,360
+0%
增持
UNP
UNION PAC CORP
-$83.3K
5,550
+1%
减持
MKC
MCCORMICK & CO INC
-$82.7K
11,278
-2%
减持
CI
THE CIGNA GROUP
-$79.5K
894
-5%
增持
PJUL
INNOVATOR ETFS TRUST
+$78.5K
85,397
+1%
减持
PG
PROCTER AND GAMBLE CO
-$75.3K
6,866
-3%
减持
TSLA
TESLA INC
+$66.1K
713
-16%
增持
MRSH
MARSH & MCLENNAN COS INC
-$64.4K
6,116
+0%
减持
COST
COSTCO WHSL CORP NEW
+$58.2K
3,668
-2%
减持
ABBV
ABBVIE INC
-$57.3K
2,106
-4%
增持
POCT
INNOVATOR ETFS TRUST
+$55.6K
73,148
+0%
减持
ABT
ABBOTT LABS
-$55.6K
15,541
-2%
减持
VXUS
VANGUARD STAR FDS
-$52.4K
8,156
-1%
增持
GEM
GOLDMAN SACHS ETF TR
-$50.2K
26,733
+4%
增持
PULS
PGIM ETF TR
+$46.6K
10,756
+10%
减持
SBUX
STARBUCKS CORP
-$43.1K
4,961
-2%
增持
NVS
NOVARTIS AG
-$42.9K
2,702
+2%
增持
DLR
DIGITAL RLTY TR INC
+$42.7K
2,597
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$42.2K
1,405
+4%
增持
LLY
ELI LILLY & CO
-$42.0K
617
+5%
增持
TRV
TRAVELERS COMPANIES INC
+$41.3K
5,792
+0%
减持
VTI
VANGUARD INDEX FDS
-$40.9K
2,636
-7%
增持
MSFT
MICROSOFT CORP
+$39.1K
6,560
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$39.0K
2,752
+104%
增持
KOCT
INNOVATOR ETFS TRUST
+$38.2K
8,200
+17%
减持
PAPR
INNOVATOR ETFS TRUST
+$37.8K
99,964
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$36.8K
152,510
+2%
增持
MRK
MERCK & CO INC
-$36.4K
2,656
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$34.5K
163,876
+195%
增持
IEMG
ISHARES INC
+$33.5K
55,737
+11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$27.2K
4,892
+0%
减持
PFE
PFIZER INC
-$26.4K
10,326
-0%
减持
VB
VANGUARD INDEX FDS
-$22.0K
1,572
-7%
增持
SCHO
SCHWAB STRATEGIC TR
-$20.7K
48,038
+100%
增持
IDVO
AMPLIFY ETF TR
+$15.9K
158,224
+3%
增持
ARKG
ARK ETF TR
-$14.5K
62,191
+8%
减持
BND
VANGUARD BD INDEX FDS
-$14.3K
3,336
-1%
减持
PJAN
INNOVATOR ETFS TRUST
+$9.1K
87,308
-2%
增持
CVX
CHEVRON CORP NEW
-$6.7K
3,418
+0%
增持
CMF
ISHARES TR
+$5.6K
65,190
+2%
增持
—
EATON CORP PLC
+$2.6K
2,270
+0%
增持
—
ACCENTURE PLC IRELAND
+$1.8K
2,062
+1%
增持
NDIV
AMPLIFY ETF TR
+$816
89,381
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$432
5,469
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$149
11,479
+200%
