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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 69
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
DDFJ
INNOVATOR ETFS TRUST
+$4.1M
221,017
增持
BIL
SPDR SERIES TRUST
+$4.0M
59,660
+285%
增持
TFLO
ISHARES TR
+$3.9M
246,845
+45%
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
VTI
VANGUARD INDEX FDS
+$3.6M
13,918
+443%
减持
PJAN
INNOVATOR ETFS TRUST
-$3.6M
11,024
-87%
建仓
IVV
ISHARES TR
+$3.4M
5,196
建仓
XBFR
INNOVATOR ETFS TRUST
+$3.4M
137,186
增持
USFR
WISDOMTREE TR
+$3.1M
155,364
+66%
增持
IEMG
ISHARES INC
+$3.0M
101,818
+67%
清仓
DDFN
INNOVATOR ETFS TRUST
-$2.8M
0
-100%
建仓
DDFF
INNOVATOR ETFS TRUST
+$2.7M
140,417
减持
POCT
INNOVATOR ETFS TRUST
-$2.6M
12,205
-83%
增持
CALI
BLACKROCK ETF TRUST II
+$2.4M
211,929
+29%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.3M
188,311
+31%
增持
GPIX
GOLDMAN SACHS ETF TR
+$2.2M
126,774
+63%
增持
EUSA
ISHARES INC
+$2.2M
45,667
+92%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.8M
68,025
+17%
增持
DFCA
DIMENSIONAL ETF TRUST
+$1.8M
117,789
+43%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
80,904
+63%
增持
IDVO
AMPLIFY ETF TR
+$1.7M
201,518
+19%
增持
SUB
ISHARES TR
+$1.3M
75,696
+20%
建仓
DIA
STATE STR SPDR DOW JONES IND
+$1.3M
2,726
清仓
EOCT
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.2M
106,980
+34%
建仓
DDTF
INNOVATOR ETFS TRUST
+$963.4K
51,610
增持
LOUP
INNOVATOR ETFS TRUST
+$957.0K
115,546
+26%
建仓
NFLX
NETFLIX INC.
+$908.8K
9,452
增持
BNDX
VANGUARD CHARLOTTE FDS
+$875.9K
82,458
+29%
建仓
—
EXXON MOBIL CORP
+$748.2K
4,410
清仓
NDIV
AMPLIFY ETF TR
-$725.6K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$648.5K
0
-100%
清仓
BX
BLACKSTONE INC
-$628.8K
0
-100%
减持
CRM
SALESFORCE INC
-$619.7K
7,451
-2%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$618.9K
102,924
+32%
增持
TOTL
SSGA ACTIVE ETF TR
+$616.4K
175,201
+11%
减持
AMZN
AMAZON COM INC
-$545.7K
18,599
-3%
增持
CMF
ISHARES TR
+$520.7K
77,916
+15%
减持
MA
MASTERCARD INCORPORATED
-$497.4K
5,538
-3%
增持
MSFT
MICROSOFT CORP
-$497.3K
9,446
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$493.8K
154,582
+3%
减持
GOOGL
ALPHABET INC
-$488.0K
14,994
-2%
减持
GOOG
ALPHABET INC
-$468.7K
17,276
-0%
减持
ABT
ABBOTT LABORATORIES
-$437.8K
15,099
-5%
建仓
NBFR
INNOVATOR ETFS TRUST
+$435.2K
17,933
清仓
AMT
AMERICAN TOWER CORP NEW
-$432.8K
0
-100%
增持
ELD
WISDOMTREE TR
+$423.5K
142,056
+18%
建仓
KBFR
INNOVATOR ETFS TRUST
+$418.8K
17,027
减持
UNH
UNITEDHEALTH GROUP INC
-$408.3K
5,398
-5%
减持
DIS
DISNEY WALT CO
-$396.1K
10,779
-15%
减持
COST
COSTCO WHOLESALE CORPORATION
+$395.6K
3,301
-2%
建仓
RFLR
INNOVATOR ETFS TRUST
+$394.9K
13,600
建仓
QFLR
INNOVATOR ETFS TRUST
+$392.9K
11,800
建仓
TLT
ISHARES TR
+$391.0K
4,510
增持
IEFA
ISHARES TR
+$370.7K
73,730
+5%
增持
SCHC
SCHWAB STRATEGIC TR
+$362.5K
88,849
+7%
建仓
IXC
ISHARES TR
+$357.2K
6,200
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$356.3K
147,221
-5%
减持
JPM
JPMORGAN CHASE & CO
-$350.8K
9,793
-2%
减持
DHR
DANAHER CORP DEL
-$346.0K
5,667
-9%
建仓
CIBR
FIRST TR EXCHANGE-TRADED FD
+$317.5K
5,066
增持
VOO
VANGUARD INDEX FDS
+$297.3K
1,187
+81%
清仓
PJUN
INNOVATOR ETFS TRUST
-$291.1K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$281.4K
194,111
+11%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$278.7K
141,912
+10%
建仓
ESGD
ISHARES TR
+$272.4K
2,849
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$271.1K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$224.7K
665
清仓
BALT
INNOVATOR ETFS TRUST
-$224.5K
0
-100%
建仓
ESGE
ISHARES INC
+$218.7K
4,810
清仓
ZJAN
INNOVATOR ETFS TRUST
-$213.4K
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$210.5K
4,739
+13%
清仓
VOX
VANGUARD WORLD FD
-$209.5K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$205.8K
3,296
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$205.5K
3,625
增持
PANW
PALO ALTO NETWORKS INC
+$204.9K
5,721
+48%
增持
INTU
INTUIT
-$203.8K
3,322
+34%
减持
MKC
MCCORMICK & CO INC
-$201.9K
9,810
-4%
清仓
DDTN
INNOVATOR ETFS TRUST
-$201.9K
0
-100%
增持
PJUL
INNOVATOR ETFS TRUST
+$199.5K
64,351
+8%
增持
PAPR
INNOVATOR ETFS TRUST
+$198.6K
127,902
+2%
增持
ACWI
ISHARES TR
+$197.8K
10,945
+18%
减持
JNJ
JOHNSON & JOHNSON
+$194.5K
5,691
-2%
增持
AAPL
APPLE INC
-$189.8K
36,356
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$183.9K
25,648
+9%
增持
NVDA
NVIDIA CORPORATION
-$182.4K
38,083
+4%
减持
PIO
INVESCO EXCH TRADED FD TR II
-$181.9K
15,755
-20%
增持
V
VISA INC
-$178.7K
4,120
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$169.7K
17,421
+7%
增持
HON
HONEYWELL INTL INC
+$168.4K
4,749
+2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$162.0K
28,063
+11%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$160.1K
133,038
-3%
增持
TSLA
TESLA INC
-$154.1K
2,178
+2%
减持
ROK
ROCKWELL AUTOMATION INC
-$146.0K
4,553
-0%
增持
IWD
ISHARES TR
+$129.3K
5,042
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$128.0K
36,848
+1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$120.6K
26,185
+12%
减持
CVX
CHEVRON CORPORATION
+$120.2K
3,186
-10%
减持
ABBV
ABBVIE INC
-$117.0K
2,262
-15%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$116.0K
2,736
+3%
减持
NKE
NIKE INC
-$115.5K
10,387
-0%
减持
COR
CENCORA INC
-$114.5K
4,274
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$113.3K
5,622
-4%
增持
LLY
ELI LILLY & CO
-$110.8K
833
+2%
减持
FLOT
ISHARES TR
-$105.9K
65,510
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$104.8K
7,088
-3%
减持
SCHO
SCHWAB STRATEGIC TR
-$100.9K
34,000
-11%
减持
AXP
AMERICAN EXPRESS CO
-$96.2K
685
-16%
减持
MUB
ISHARES TR
-$91.3K
11,465
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$91.2K
20,160
+22%
减持
XENE
XENON PHARMACEUTICALS INC
+$88.1K
9,807
-9%
增持
DLR
DIGITAL RLTY TR INC
+$87.8K
3,203
+1%
减持
—
EATON CORP PLC
+$86.1K
2,383
-1%
增持
MOAT
VANECK ETF TRUST
+$84.5K
3,833
+39%
增持
XLV
SELECT SECTOR SPDR TR
+$78.0K
4,629
+19%
减持
XLE
SELECT SECTOR SPDR TR
+$77.4K
4,788
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$70.6K
7,742
+2%
增持
SCHW
SCHWAB CHARLES CORP
-$68.9K
16,663
+2%
清仓
WIT
WIPRO LTD
-$63.0K
0
-100%
减持
MEAR
ISHARES U S ETF TR
-$62.1K
88,020
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$59.3K
67,092
+3%
减持
RTX
RTX CORPORATION
-$58.1K
1,602
-20%
减持
TRV
TRAVELERS COMPANIES INC
-$57.7K
5,180
-4%
增持
D
DOMINION ENERGY INC
+$57.6K
17,459
+0%
增持
SO
SOUTHERN CO
+$57.5K
4,210
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$55.7K
2,729
+6%
增持
SHY
ISHARES TR
+$54.4K
3,544
+23%
增持
SHM
SPDR SERIES TRUST
+$54.0K
39,766
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$52.9K
5,468
+0%
减持
ULST
SSGA ACTIVE ETF TR
-$50.8K
47,966
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.6K
8,773
+4%
减持
MRK
MERCK & CO INC
+$48.3K
4,013
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$48.1K
1,136
+4%
减持
MLN
VANECK ETF TRUST
-$47.8K
45,845
-5%
增持
MTUM
ISHARES TR
+$45.9K
2,830
+12%
减持
URI
UNITED RENTALS INC
-$44.1K
446
-2%
增持
MO
ALTRIA GROUP INC
+$43.0K
4,719
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$42.5K
4,275
+10%
减持
PEP
PEPSICO INC
+$40.5K
8,829
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$39.5K
6,439
+3%
减持
PFE
PFIZER INC
+$39.3K
13,026
-1%
减持
NVS
NOVARTIS AG
+$34.4K
3,240
-3%
增持
VTV
VANGUARD INDEX FDS
+$32.5K
4,033
+2%
减持
GSST
GOLDMAN SACHS ETF TR
-$30.2K
7,875
-7%
减持
SCHA
SCHWAB STRATEGIC TR
+$28.1K
49,897
-0%
增持
OUSA
ALPS ETF TR
+$27.3K
7,236
+11%
减持
ECL
ECOLAB INC
-$26.8K
4,108
-4%
减持
SCZ
ISHARES TR
-$26.7K
30,348
-2%
减持
C
CITIGROUP INC
-$25.3K
6,820
-0%
减持
UNP
UNION PAC CORP
-$24.7K
5,199
-6%
增持
BAC
BANK AMERICA CORP
-$22.6K
5,071
+3%
