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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 114 项
建仓 4
增持 34
减持 72
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
CRBU
CARIBOU BIOSCIENCES INC
-$2.8M
468,240
-77%
清仓
GXDW
GLOBAL X FDS
-$1.7M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$1.6M
31,625
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
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.3M
45,555
+91%
增持
DFCA
DIMENSIONAL ETF TRUST
+$1.2M
41,390
+135%
减持
BIL
SPDR SER TR
-$1.1M
51,742
-20%
减持
TFLO
ISHARES TR
-$971.8K
139,822
-12%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$783.4K
122,330
+14%
增持
LOUP
INNOVATOR ETFS TRUST
+$779.5K
73,225
+53%
减持
AAPL
APPLE INC
-$745.5K
23,680
-1%
增持
CALI
BLACKROCK ETF TRUST II
+$734.4K
138,905
+11%
减持
USFR
WISDOMTREE TR
-$607.9K
151,240
-7%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$582.5K
24,425
减持
AMZN
AMAZON COM INC
-$566.3K
16,547
-2%
减持
CRM
SALESFORCE INC
-$561.3K
8,077
-1%
减持
GOOGL
ALPHABET INC
-$498.0K
13,139
-2%
增持
NVDA
NVIDIA CORPORATION
-$484.5K
20,500
+2%
清仓
PLD
PROLOGIS INC.
-$456.4K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$402.1K
93,022
-8%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$396.6K
140,894
-0%
增持
MEAR
ISHARES U S ETF TR
+$391.8K
75,730
+11%
建仓
BALT
INNOVATOR ETFS TRUST
+$351.5K
11,200
减持
MSFT
MICROSOFT CORP
-$349.2K
6,436
-2%
减持
DIS
DISNEY WALT CO
-$348.7K
11,652
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$348.5K
5,309
-3%
增持
IEFA
ISHARES TR
+$342.1K
62,407
+0%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$332.8K
72,795
+9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$331.4K
110,260
-6%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$308.3K
67,789
+0%
增持
IDVO
AMPLIFY ETF TR
+$306.7K
159,875
+1%
减持
TOTL
SSGA ACTIVE ETF TR
-$290.8K
149,574
-7%
增持
SHM
SPDR SER TR
+$290.8K
26,213
+30%
清仓
TSLA
TESLA INC
-$287.9K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$272.6K
62,690
-7%
减持
PJUL
INNOVATOR ETFS TRUST
-$272.0K
80,712
-5%
减持
ABT
ABBOTT LABS
+$268.5K
15,276
-2%
增持
ULST
SSGA ACTIVE ETF TR
+$256.4K
45,264
+16%
减持
POCT
INNOVATOR ETFS TRUST
-$251.7K
68,018
-7%
减持
DHR
DANAHER CORPORATION
-$232.7K
6,429
-5%
减持
SCHO
SCHWAB STRATEGIC TR
-$230.9K
38,000
-21%
建仓
RTX
RTX CORPORATION
+$227.0K
1,714
减持
MLN
VANECK ETF TRUST
-$218.7K
175,709
-4%
减持
PJAN
INNOVATOR ETFS TRUST
-$216.8K
83,723
-4%
增持
EUSA
ISHARES INC
+$213.8K
24,360
+12%
清仓
AXP
AMERICAN EXPRESS CO
-$200.3K
0
-100%
减持
COR
CENCORA INC
+$198.2K
4,469
-4%
减持
PAPR
INNOVATOR ETFS TRUST
-$191.1K
97,530
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$188.8K
69,393
+4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$188.6K
20,458
-0%
减持
GSST
GOLDMAN SACHS ETF TR
-$171.1K
10,368
-25%
减持
GSIE
GOLDMAN SACHS ETF TR
+$167.4K
79,774
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$155.1K
4,617
-2%
减持
PEP
PEPSICO INC
-$147.4K
9,350
-8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$146.4K
53,495
+6%
增持
IEMG
ISHARES INC
+$145.4K
56,623
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$139.6K
52,374
-1%
增持
GPIX
GOLDMAN SACHS ETF TR
+$136.2K
83,207
+10%
增持
SUB
ISHARES TR
+$135.1K
60,641
+2%
减持
NKE
NIKE INC
-$134.3K
10,243
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$131.3K
20,886
-9%
增持
PANW
PALO ALTO NETWORKS INC
+$130.1K
3,697
+34%
减持
V
VISA INC
+$129.4K
3,860
-0%
增持
SCHC
SCHWAB STRATEGIC TR
+$126.5K
78,344
+0%
减持
INTU
INTUIT
-$125.9K
2,482
-5%
减持
PAUG
INNOVATOR ETFS TRUST
-$120.8K
7,300
-29%
增持
NDIV
AMPLIFY ETF TR
+$116.4K
89,425
+0%
增持
GOOG
ALPHABET INC
-$113.2K
11,321
+15%
增持
—
EATON CORP PLC
-$113.2K
2,355
+4%
减持
JNJ
JOHNSON & JOHNSON
+$110.7K
5,342
-0%
减持
ELD
WISDOMTREE TR
+$110.7K
108,206
-1%
增持
ARKG
ARK ETF TR
-$104.4K
65,503
+5%
减持
MRSH
MARSH & MCLENNAN COS INC
+$97.2K
5,722
-6%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$97.1K
148,190
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$92.5K
176,231
+8%
减持
—
ACCENTURE PLC IRELAND
-$88.2K
2,042
-1%
增持
GSLC
GOLDMAN SACHS ETF TR
+$82.5K
25,423
+8%
增持
AMT
AMERICAN TOWER CORP NEW
+$80.5K
2,087
+2%
减持
PULS
PGIM ETF TR
-$72.7K
9,256
-14%
减持
FLOT
ISHARES TR
-$68.6K
36,323
-4%
减持
CMF
ISHARES TR
-$66.6K
65,165
-0%
减持
ECL
ECOLAB INC
+$57.2K
4,322
-2%
减持
PJUN
INNOVATOR ETFS TRUST
-$54.7K
7,950
-15%
增持
LLY
ELI LILLY & CO
+$50.6K
638
+3%
减持
TRV
TRAVELERS COMPANIES INC
+$49.5K
5,463
-6%
增持
GERN
GERON CORP
-$47.8K
28,285
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$44.1K
1,406
+0%
减持
UNP
UNION PAC CORP
+$42.0K
5,536
-0%
减持
D
DOMINION ENERGY INC
+$34.0K
17,205
-0%
减持
NVS
NOVARTIS AG
+$32.6K
2,651
-2%
减持
ABBV
ABBVIE INC
+$32.4K
1,941
-8%
减持
KAUG
INNOVATOR ETFS TRUST
-$30.4K
9,200
-8%
减持
JPM
JPMORGAN CHASE & CO.
-$28.3K
9,817
-3%
减持
KOCT
INNOVATOR ETFS TRUST
-$28.2K
7,600
-7%
增持
BX
BLACKSTONE INC
+$28.1K
3,551
+31%
减持
MRK
MERCK & CO INC
-$28.0K
2,632
-1%
减持
DUK
DUKE ENERGY CORP NEW
+$26.4K
2,611
-4%
减持
SBUX
STARBUCKS CORP
+$24.1K
4,861
-2%
减持
MA
MASTERCARD INCORPORATED
+$23.5K
5,610
-3%
减持
VXUS
VANGUARD STAR FDS
+$22.7K
8,105
-1%
增持
DLR
DIGITAL RLTY TR INC
-$22.1K
3,060
+18%
减持
PIO
INVESCO EXCH TRADED FD TR II
+$20.9K
45,038
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$18.7K
4,425
-6%
减持
CVX
CHEVRON CORP NEW
+$18.2K
3,068
-10%
减持
GEM
GOLDMAN SACHS ETF TR
-$16.1K
25,233
-6%
减持
MKC
MCCORMICK & CO INC
+$15.0K
10,628
-6%
减持
TLTE
FLEXSHARES TR
+$14.3K
19,240
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$11.7K
4,822
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$8.6K
5,428
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$8.2K
4,616
+0%
减持
COST
COSTCO WHSL CORP NEW
-$8.0K
3,545
-3%
减持
C
CITIGROUP INC
-$3.2K
6,400
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$2.8K
16,364
-6%
减持
PG
PROCTER AND GAMBLE CO
-$1.3K
6,747
-2%
减持
SCZ
ISHARES TR
+$14
31,691
-4%
