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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 123 项
建仓 15
增持 80
减持 24
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$2.4M
124,364
+396%
减持
MLN
VANECK ETF TRUST
-$2.2M
43,970
-75%
增持
AAPL
APPLE INC
+$2.0M
25,891
+17%
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
+$2.0M
215,379
+23%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
28,584
+29%
建仓
DDFL
INNOVATOR ETFS TRUST
+$1.8M
89,857
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$1.7M
0
-100%
增持
USFR
WISDOMTREE TR
+$1.5M
129,598
+29%
增持
GOOGL
ALPHABET INC
+$1.4M
15,250
+15%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
141,243
+19%
增持
LOUP
INNOVATOR ETFS TRUST
+$1.1M
90,447
+1%
建仓
EJUL
INNOVATOR ETFS TRUST
+$1.1M
36,638
增持
MSFT
MICROSOFT CORP
+$1.1M
8,227
+28%
清仓
EAPR
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
增持
FLOT
ISHARES TR
+$1.0M
59,913
+49%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$954.2K
56,990
+2%
建仓
TSLA
TESLA INC
+$953.0K
2,143
增持
VEA
VANGUARD TAX-MANAGED FDS
+$796.0K
148,154
+5%
增持
GOOG
ALPHABET INC
+$759.4K
11,345
+0%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$723.3K
28,518
-36%
清仓
PFEB
INNOVATOR ETFS TRUST
-$718.8K
0
-100%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$711.0K
78,059
+15%
增持
IDVO
AMPLIFY ETF TR
+$657.0K
167,671
+3%
建仓
QQQ
INVESCO QQQ TR
+$631.0K
1,051
增持
IEFA
ISHARES TR
+$617.5K
68,146
+7%
减持
NDIV
AMPLIFY ETF TR
-$562.2K
64,051
-26%
增持
CALI
BLACKROCK ETF TRUST II
+$521.0K
153,640
+7%
建仓
DDFS
INNOVATOR ETFS TRUST
+$478.0K
22,883
增持
DFCA
DIMENSIONAL ETF TRUST
+$465.4K
62,840
+16%
增持
SCHX
SCHWAB STRATEGIC TR
+$438.1K
177,587
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$427.4K
2,660
+91%
增持
AMZN
AMAZON COM INC
+$415.7K
18,252
+11%
建仓
META
META PLATFORMS INC
+$402.4K
548
增持
IEMG
ISHARES INC
+$398.7K
56,591
+2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$385.9K
26,246
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$367.1K
45,252
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$362.2K
9,989
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$360.1K
81,943
+4%
建仓
AVGO
BROADCOM INC
+$351.7K
1,066
建仓
ORCL
ORACLE CORP
+$333.3K
1,185
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$313.7K
88,525
+6%
增持
ELD
WISDOMTREE TR
+$297.3K
112,953
+7%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$278.2K
1,525
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$275.4K
76,984
+7%
增持
GPIX
GOLDMAN SACHS ETF TR
+$275.2K
78,607
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$264.9K
59,732
+10%
增持
MEAR
ISHARES U S ETF TR
+$261.8K
81,425
+6%
增持
CRM
SALESFORCE INC
-$260.7K
8,106
+1%
增持
ABBV
ABBVIE INC
+$260.5K
2,661
+39%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$256.1K
5,646
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$255.5K
5,608
+4%
增持
PJUL
INNOVATOR ETFS TRUST
+$253.3K
59,314
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$249.7K
154,581
+3%
减持
COST
COSTCO WHSL CORP NEW
-$246.6K
3,388
-1%
清仓
BND
VANGUARD BD INDEX FDS
-$245.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$242.4K
5,670
+7%
建仓
NFLX
NETFLIX INC
+$233.8K
195
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$227.7K
145,627
+3%
增持
INTU
INTUIT
-$227.0K
2,506
+2%
建仓
MCD
MCDONALDS CORP
+$208.2K
685
建仓
VSDM
VANGUARD MUN BD FDS
+$202.6K
2,641
建仓
KOCT
INNOVATOR ETFS TRUST
+$201.4K
6,100
建仓
LOW
LOWES COS INC
+$201.0K
800
增持
POCT
INNOVATOR ETFS TRUST
+$165.6K
68,379
+2%
减持
SUB
ISHARES TR
-$164.4K
61,423
-3%
增持
PJAN
INNOVATOR ETFS TRUST
+$155.2K
86,296
+0%
增持
CVX
CHEVRON CORP NEW
+$153.1K
3,815
+24%
增持
EUSA
ISHARES INC
+$151.5K
24,200
+2%
增持
ULST
SSGA ACTIVE ETF TR
+$148.7K
50,182
+8%
增持
PAPR
INNOVATOR ETFS TRUST
+$142.3K
126,227
+0%
增持
C
CITIGROUP INC
+$141.4K
6,760
+6%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$138.6K
20,252
-1%
增持
SCZ
ISHARES TR
+$132.8K
31,079
+0%
增持
MA
MASTERCARD INCORPORATED
+$132.1K
5,725
+3%
增持
BX
BLACKSTONE INC
+$123.9K
3,925
+7%
增持
NVS
NOVARTIS AG
+$119.4K
3,340
+31%
减持
HON
HONEYWELL INTL INC
-$114.7K
4,416
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$110.1K
50,079
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$103.7K
1,130
+55%
减持
MKC
MCCORMICK & CO INC
-$99.5K
10,319
-1%
增持
URI
UNITED RENTALS INC
+$99.3K
456
+2%
增持
XENE
XENON PHARMACEUTICALS INC
+$99.1K
10,907
+1%
增持
D
DOMINION ENERGY INC
+$91.7K
17,414
+1%
增持
LLY
ELI LILLY & CO
+$90.2K
771
+21%
增持
RTX
RTX CORPORATION
+$82.4K
1,984
+16%
减持
ROK
ROCKWELL AUTOMATION INC
+$76.0K
4,570
-0%
减持
PEP
PEPSICO INC
+$74.4K
9,255
-0%
建仓
WIT
WIPRO LTD
+$72.9K
27,719
增持
SHM
SPDR SERIES TRUST
+$68.7K
34,319
+3%
减持
VTEB
VANGUARD MUN BD FDS
+$60.6K
63,690
-0%
增持
UNP
UNION PAC CORP
+$60.2K
5,619
+2%
增持
NSC
NORFOLK SOUTHN CORP
+$59.6K
1,110
+4%
增持
MO
ALTRIA GROUP INC
+$58.9K
4,930
+8%
增持
—
EATON CORP PLC
+$57.4K
2,397
+2%
减持
BIL
SPDR SERIES TRUST
-$56.6K
24,285
-2%
增持
MRK
MERCK & CO INC
+$56.5K
3,132
+20%
减持
TRV
TRAVELERS COMPANIES INC
+$54.0K
5,428
-1%
减持
CMF
ISHARES TR
+$52.9K
65,595
-1%
减持
SBUX
STARBUCKS CORP
-$51.3K
4,567
-4%
增持
ABT
ABBOTT LABS
+$50.9K
15,837
+4%
增持
AXP
AMERICAN EXPRESS CO
+$48.8K
795
+18%
增持
—
ACCENTURE PLC IRELAND
-$46.2K
2,284
+12%
减持
SPY
SPDR S&P 500 ETF TR
+$44.1K
1,040
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$41.0K
3,931
+6%
增持
PFE
PFIZER INC
+$40.1K
11,356
+10%
增持
VXUS
VANGUARD STAR FDS
+$38.2K
8,143
+0%
增持
AMT
AMERICAN TOWER CORP NEW
-$36.9K
2,210
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$31.5K
2,753
+5%
增持
SO
SOUTHERN CO
+$28.8K
4,180
+5%
增持
PG
PROCTER AND GAMBLE CO
+$28.2K
7,110
+6%
增持
DIS
DISNEY WALT CO
-$27.3K
11,376
+6%
减持
GSST
GOLDMAN SACHS ETF TR
-$27.1K
8,955
-6%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$26.5K
139,317
-2%
增持
ECL
ECOLAB INC
+$21.8K
4,325
+0%
减持
COR
CENCORA INC
+$20.7K
4,354
-3%
增持
V
VISA INC
-$20.0K
3,800
+2%
减持
MUB
ISHARES TR
+$18.8K
12,215
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$18.5K
4,835
-0%
增持
PM
PHILIP MORRIS INTL INC
-$14.1K
3,588
+10%
增持
NKE
NIKE INC
+$7.4K
10,525
+3%
减持
DLR
DIGITAL RLTY TR INC
-$6.2K
3,043
-0%
增持
GERN
GERON CORP
+$941
29,710
+5%
减持
DHR
DANAHER CORPORATION
+$581
6,294
-0%
