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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 37
增持 68
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
DDFN
INNOVATOR ETFS TRUST
+$2.8M
147,395
增持
AAPL
APPLE INC
+$2.8M
34,638
+34%
增持
GOOG
ALPHABET INC
+$2.7M
17,287
+52%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$2.4M
16,274
+195%
减持
TFLO
ISHARES TR
-$2.3M
170,699
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
4,211
+305%
清仓
DDFL
INNOVATOR ETFS TRUST
-$1.8M
0
-100%
减持
USFR
WISDOMTREE TR
-$1.8M
93,613
-28%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
36,590
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
8,462
+50%
建仓
ACWI
ISHARES TR
+$1.3M
9,306
建仓
EOCT
INNOVATOR ETFS TRUST
+$1.2M
38,829
建仓
XLI
SELECT SECTOR SPDR TR
+$1.2M
7,617
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.2M
23,442
建仓
CSM
PROSHARES TR
+$1.1M
13,881
减持
NDIV
AMPLIFY ETF TR
-$1.1M
26,914
-58%
增持
GOOGL
ALPHABET INC
+$1.1M
15,335
+1%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.1M
23,391
清仓
EJUL
INNOVATOR ETFS TRUST
-$1.1M
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.0M
7,271
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.0M
36,548
增持
DFCA
DIMENSIONAL ETF TRUST
+$983.8K
82,164
+31%
建仓
IWD
ISHARES TR
+$948.0K
4,507
建仓
XLF
SELECT SECTOR SPDR TR
+$904.1K
16,507
减持
BIL
SPDR SERIES TRUST
-$810.8K
15,510
-36%
建仓
VTV
VANGUARD INDEX FDS
+$758.8K
3,973
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$659.4K
6,809
减持
NTLA
INTELLIA THERAPEUTICS INC
-$647.5K
77,924
-0%
建仓
MTUM
ISHARES TR
+$633.3K
2,530
建仓
XLV
SELECT SECTOR SPDR TR
+$600.6K
3,880
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$581.8K
6,959
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$548.9K
3,891
增持
VEA
VANGUARD TAX-MANAGED FDS
+$534.5K
150,662
+2%
增持
CALI
BLACKROCK ETF TRUST II
+$503.5K
164,258
+7%
清仓
DDFS
INNOVATOR ETFS TRUST
-$478.0K
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$428.9K
154,332
+6%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$414.3K
19,613
-31%
建仓
VOO
VANGUARD INDEX FDS
+$412.2K
657
增持
AMZN
AMAZON COM INC
+$411.7K
19,146
+5%
建仓
SPDW
SPDR INDEX SHS FDS
+$406.8K
9,160
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$395.8K
8,436
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$386.2K
12,126
增持
FLOT
ISHARES TR
+$383.0K
67,709
+13%
增持
MEAR
ISHARES U S ETF TR
+$380.3K
89,290
+10%
建仓
OUSA
ALPS ETF TR
+$375.5K
6,508
增持
IEMG
ISHARES INC
+$359.8K
60,849
+8%
增持
IEFA
ISHARES TR
+$354.2K
70,468
+3%
清仓
ORCL
ORACLE CORP
-$333.3K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$328.0K
566
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$320.6K
6,245
+35%
增持
LOUP
INNOVATOR ETFS TRUST
+$315.3K
91,581
+1%
增持
LLY
ELI LILLY & CO
+$288.7K
816
+6%
建仓
MOAT
VANECK ETF TRUST
+$286.1K
2,763
建仓
VYM
VANGUARD WHITEHALL FDS
+$282.9K
1,971
增持
ELD
WISDOMTREE TR
+$281.6K
120,838
+7%
建仓
IWM
ISHARES TR
+$277.9K
1,129
建仓
FCOM
FIDELITY COVINGTON TRUST
+$277.5K
3,787
建仓
BAC
BANK AMERICA CORP
+$269.8K
4,906
增持
MSFT
MICROSOFT CORP
-$267.4K
8,259
+0%
建仓
DSI
ISHARES TR
+$267.3K
2,074
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$257.6K
4,776
增持
IDVO
AMPLIFY ETF TR
+$243.4K
169,383
+1%
减持
COST
COSTCO WHSL CORP NEW
-$242.9K
3,355
-1%
建仓
SHY
ISHARES TR
+$238.2K
2,877
清仓
NFLX
NETFLIX INC
-$233.8K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$221.6K
5,441
建仓
XLE
SELECT SECTOR SPDR TR
+$215.9K
4,829
建仓
XLY
SELECT SECTOR SPDR TR
+$214.0K
1,792
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$212.7K
58,203
+2%
建仓
VOX
VANGUARD WORLD FD
+$209.5K
1,082
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$208.5K
49,483
+9%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$204.8K
1,429
建仓
DDTN
INNOVATOR ETFS TRUST
+$201.9K
10,532
清仓
LOW
LOWES COS INC
-$201.0K
0
-100%
增持
POCT
INNOVATOR ETFS TRUST
+$195.5K
71,554
+5%
增持
SHM
SPDR SERIES TRUST
+$193.2K
38,509
+12%
增持
ROK
ROCKWELL AUTOMATION INC
+$182.6K
4,575
+0%
减持
DHR
DANAHER CORPORATION
+$172.6K
6,205
-1%
增持
MRK
MERCK & CO INC
+$171.5K
4,127
+32%
增持
CMF
ISHARES TR
+$168.0K
68,040
+4%
增持
SUB
ISHARES TR
+$158.9K
62,958
+2%
增持
JNJ
JOHNSON & JOHNSON
+$145.2K
5,782
+2%
减持
BALT
INNOVATOR ETFS TRUST
-$143.1K
6,700
-40%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$134.0K
128,675
+3%
增持
ABT
ABBOTT LABS
-$133.1K
15,868
+0%
增持
DIS
DISNEY WALT CO
+$132.4K
12,613
+11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$131.9K
63,870
+7%
增持
—
EATON CORP PLC
-$130.7K
2,406
+0%
增持
V
VISA INC
+$126.6K
4,060
+7%
减持
GSIE
GOLDMAN SACHS ETF TR
+$113.8K
78,162
-1%
增持
C
CITIGROUP INC
+$112.6K
6,845
+1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$112.3K
79,812
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$110.2K
143,812
+2%
增持
PJAN
INNOVATOR ETFS TRUST
+$108.0K
86,345
+0%
增持
PG
PROCTER AND GAMBLE CO
+$102.4K
8,337
+17%
增持
VTEB
VANGUARD MUN BD FDS
+$99.0K
65,380
+3%
减持
COR
CENCORA INC
+$96.3K
4,314
-1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$90.8K
137,705
-1%
减持
CRM
SALESFORCE INC
+$89.3K
7,589
-6%
减持
PANW
PALO ALTO NETWORKS INC
-$88.1K
3,867
-2%
增持
—
ACCENTURE PLC IRELAND
+$85.2K
2,417
+6%
增持
KOCT
INNOVATOR ETFS TRUST
+$83.1K
8,450
+39%
增持
JPM
JPMORGAN CHASE & CO.
+$80.7K
10,029
+0%
增持
MLN
VANECK ETF TRUST
+$78.8K
48,335
+10%
增持
TOTL
SSGA ACTIVE ETF TR
+$73.0K
157,623
+2%
减持
INTU
INTUIT
-$71.2K
2,476
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$69.8K
25,304
-4%
减持
NKE
NIKE INC
-$69.7K
10,425
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$67.4K
5,662
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$65.7K
2,661
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$64.9K
5,867
+3%
减持
ECL
ECOLAB INC
-$64.8K
4,265
-1%
增持
SCHC
SCHWAB STRATEGIC TR
+$61.1K
83,249
+2%
增持
VTI
VANGUARD INDEX FDS
+$58.9K
2,563
+5%
减持
MO
ALTRIA GROUP INC
-$57.3K
4,655
-6%
增持
VB
VANGUARD INDEX FDS
+$55.4K
1,251
+19%
增持
PJUL
INNOVATOR ETFS TRUST
+$53.8K
59,413
+0%
减持
CVX
CHEVRON CORP NEW
-$53.4K
3,536
-7%
减持
TRV
TRAVELERS COMPANIES INC
+$53.0K
5,408
-0%
减持
PAPR
INNOVATOR ETFS TRUST
+$49.8K
125,048
-1%
减持
ULST
SSGA ACTIVE ETF TR
-$48.5K
49,215
-2%
减持
SO
SOUTHERN CO
-$47.3K
4,000
-4%
减持
XENE
XENON PHARMACEUTICALS INC
+$44.2K
10,757
-1%
增持
D
DOMINION ENERGY INC
-$43.5K
17,439
+0%
减持
META
META PLATFORMS INC
-$43.4K
544
-1%
减持
UNP
UNION PAC CORP
-$42.0K
5,560
-1%
增持
BX
BLACKSTONE INC
-$41.7K
4,080
+4%
增持
AXP
AMERICAN EXPRESS CO
+$39.3K
820
+3%
减持
DUK
DUKE ENERGY CORP NEW
-$39.1K
2,573
-7%
减持
QQQ
INVESCO QQQ TR
-$38.2K
965
-8%
增持
PFE
PFIZER INC
+$37.1K
13,110
+15%
增持
DLR
DIGITAL RLTY TR INC
-$36.7K
3,163
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$36.4K
4,893
+11%
增持
RTX
RTX CORPORATION
+$35.2K
2,002
+1%
增持
PEP
PEPSICO INC
+$30.8K
9,271
+0%
减持
EUSA
ISHARES INC
-$30.5K
23,811
-2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$29.8K
88,198
-0%
增持
AVGO
BROADCOM INC
+$28.3K
1,098
+3%
减持
GSST
GOLDMAN SACHS ETF TR
-$25.8K
8,485
-5%
减持
SCHA
SCHWAB STRATEGIC TR
+$25.7K
49,962
-0%
增持
HON
HONEYWELL INTL INC
-$24.5K
4,639
+5%
减持
SCZ
ISHARES TR
+$21.9K
31,037
-0%
增持
VXUS
VANGUARD STAR FDS
+$18.5K
8,175
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$18.0K
174,493
-2%
减持
PM
PHILIP MORRIS INTL INC
-$17.7K
3,518
-2%
减持
PULS
PGIM ETF TR
-$17.1K
8,936
-3%
减持
GEM
GOLDMAN SACHS ETF TR
+$15.4K
25,050
-1%
增持
SBUX
STARBUCKS CORP
+$14.6K
4,762
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.7K
4,837
+0%
减持
WIT
WIPRO LTD
-$9.9K
22,183
-20%
