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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 114 项
建仓 7
增持 39
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$2.6M
100,118
-34%
减持
BIL
SPDR SERIES TRUST
-$2.5M
24,907
-52%
增持
LOUP
INNOVATOR ETFS TRUST
+$2.3M
89,204
+22%
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
TFLO
ISHARES TR
+$1.8M
175,492
+26%
清仓
JAAA
JANUS DETROIT STR TR
-$1.6M
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.4M
55,966
+23%
清仓
ARKG
ARK ETF TR
-$1.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
22,114
+8%
增持
PAPR
INNOVATOR ETFS TRUST
+$1.2M
126,032
+29%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
5,388
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
42,149
-39%
建仓
EAPR
INNOVATOR ETFS TRUST
+$1.0M
36,308
清仓
TLTE
FLEXSHARES TR
-$1.0M
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$984.6K
141,499
+16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$919.8K
141,754
+1%
减持
PJUL
INNOVATOR ETFS TRUST
-$792.4K
55,904
-31%
增持
MSFT
MICROSOFT CORP
+$789.4K
6,444
+0%
建仓
PFEB
INNOVATOR ETFS TRUST
+$718.8K
18,910
减持
AAPL
APPLE INC
-$710.7K
22,174
-6%
增持
DFCA
DIMENSIONAL ETF TRUST
+$612.6K
54,090
+31%
增持
IEFA
ISHARES TR
+$611.2K
63,875
+2%
增持
IDVO
AMPLIFY ETF TR
+$567.4K
162,848
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$563.5K
83,293
-10%
增持
SCHC
SCHWAB STRATEGIC TR
+$558.1K
79,105
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$456.4K
119,156
+8%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$448.8K
20,452
-0%
减持
AMZN
AMAZON COM INC
+$443.7K
16,372
-1%
清仓
CRBU
CARIBOU BIOSCIENCES INC
-$427.6K
0
-100%
减持
INTU
INTUIT
+$414.4K
2,461
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$380.5K
9,619
-2%
减持
SCHX
SCHWAB STRATEGIC TR
+$348.4K
173,468
-2%
增持
SHM
SPDR SERIES TRUST
+$338.4K
33,162
+27%
减持
ROK
ROCKWELL AUTOMATION INC
+$328.4K
4,580
-1%
增持
PJAN
INNOVATOR ETFS TRUST
+$324.7K
86,191
+3%
增持
SUB
ISHARES TR
+$319.4K
63,223
+4%
增持
GOOGL
ALPHABET INC
+$297.9K
13,220
+1%
减持
GSIE
GOLDMAN SACHS ETF TR
+$284.2K
78,874
-1%
减持
IEMG
ISHARES INC
+$275.8K
55,502
-2%
增持
CALI
BLACKROCK ETF TRUST II
+$268.6K
143,982
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$244.9K
5,316
+0%
减持
SCZ
ISHARES TR
+$238.2K
30,979
-2%
减持
GOOG
ALPHABET INC
+$234.9K
11,295
-0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$234.8K
24,991
-2%
清仓
KOCT
INNOVATOR ETFS TRUST
-$222.4K
0
-100%
清仓
KAUG
INNOVATOR ETFS TRUST
-$221.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$215.3K
675
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$215.2K
730
建仓
ZJAN
INNOVATOR ETFS TRUST
+$205.3K
7,800
建仓
UJAN
INNOVATOR ETFS TRUST
+$202.3K
5,000
减持
—
EATON CORP PLC
+$199.4K
2,352
-0%
减持
PIO
INVESCO EXCH TRADED FD TR II
+$196.2K
44,853
-0%
增持
FLOT
ISHARES TR
+$196.1K
40,188
+11%
减持
NDIV
AMPLIFY ETF TR
-$195.4K
86,178
-4%
减持
DIS
DISNEY WALT CO
+$179.8K
10,724
-8%
减持
PEP
PEPSICO INC
-$176.5K
9,280
-1%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$155.1K
67,924
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$145.1K
5,723
+0%
减持
POCT
INNOVATOR ETFS TRUST
+$139.0K
67,349
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$128.5K
3,711
+0%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$124.5K
141,824
-4%
减持
GEM
GOLDMAN SACHS ETF TR
+$101.2K
25,220
-0%
减持
VB
VANGUARD INDEX FDS
-$99.5K
1,051
-33%
减持
DLR
DIGITAL RLTY TR INC
+$93.8K
3,053
-0%
减持
PG
PROCTER AND GAMBLE CO
-$85.7K
6,680
-1%
减持
HON
HONEYWELL INTL INC
+$85.4K
4,484
-1%
减持
MKC
MCCORMICK & CO INC
-$84.8K
10,419
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$82.1K
1,393
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$78.7K
1,050
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$77.9K
54,322
+2%
减持
JNJ
JOHNSON & JOHNSON
-$76.9K
5,296
-1%
减持
NKE
NIKE INC
+$76.3K
10,227
-0%
增持
MLN
VANECK ETF TRUST
-$72.3K
176,628
+1%
减持
DHR
DANAHER CORPORATION
-$70.6K
6,314
-2%
减持
ECL
ECOLAB INC
+$66.9K
4,315
-0%
减持
EUSA
ISHARES INC
+$60.6K
23,612
-3%
减持
SCHA
SCHWAB STRATEGIC TR
+$60.0K
50,874
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$55.5K
19,924
-5%
减持
ELD
WISDOMTREE TR
+$54.0K
105,492
-3%
增持
ULST
SSGA ACTIVE ETF TR
+$53.3K
46,563
+3%
建仓
CDXS
CODEXIS INC
+$52.9K
21,695
减持
ABBV
ABBVIE INC
-$51.0K
1,916
-1%
增持
BX
BLACKSTONE INC
+$50.3K
3,655
+3%
减持
MA
MASTERCARD INCORPORATED
+$49.6K
5,560
-1%
减持
GPIX
GOLDMAN SACHS ETF TR
-$47.9K
76,885
-8%
增持
MEAR
ISHARES U S ETF TR
+$46.3K
76,605
+1%
减持
ABT
ABBOTT LABS
+$43.9K
15,222
-0%
减持
GSST
GOLDMAN SACHS ETF TR
-$42.9K
9,515
-8%
减持
UNP
UNION PAC CORP
-$39.9K
5,511
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$39.5K
5,513
-2%
减持
SBUX
STARBUCKS CORP
-$39.0K
4,777
-2%
减持
V
VISA INC
-$35.5K
3,710
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$34.0K
4,858
+1%
减持
XENE
XENON PHARMACEUTICALS INC
-$30.5K
10,824
-2%
减持
COST
COSTCO WHSL CORP NEW
+$30.4K
3,417
-4%
减持
MRK
MERCK & CO INC
-$29.9K
2,607
-1%
增持
LLY
ELI LILLY & CO
-$28.8K
639
+0%
减持
—
ACCENTURE PLC IRELAND
-$27.7K
2,039
-0%
减持
RTX
RTX CORPORATION
+$22.5K
1,709
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$21.3K
11,480
+0%
增持
CMF
ISHARES TR
+$21.1K
66,175
+2%
减持
PJUN
INNOVATOR ETFS TRUST
-$17.9K
6,950
-13%
增持
VTEB
VANGUARD MUN BD FDS
+$17.7K
63,805
+2%
减持
VTI
VANGUARD INDEX FDS
+$16.8K
2,439
-7%
减持
CRM
SALESFORCE INC
+$14.4K
8,001
-1%
减持
NVS
NOVARTIS AG
+$13.4K
2,553
-4%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
+$13.0K
71,969
-1%
减持
PFE
PFIZER INC
-$12.4K
10,281
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$9.3K
2,620
+0%
增持
D
DOMINION ENERGY INC
+$8.8K
17,224
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$7.8K
2,090
+0%
减持
GERN
GERON CORP
-$5.2K
28,200
-0%
增持
TOTL
SSGA ACTIVE ETF TR
-$4.7K
150,129
+0%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$2.7K
25,075
+3%
减持
PULS
PGIM ETF TR
-$717
9,236
-0%
