Elmwood Wealth Management, Inc.
BERKELEY CA · SEC CIK 0001731927
$4.00亿2026Q2 申报市值
200持仓数
25.0%前十大占比 · 第一大 2.9%
24 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JEPQ 新建仓+$102.79万
CALI 加仓+$89.35万
SPTM 新建仓+$64.28万
INNOVATOR ETFS T 加仓+$61.35万
JEPI 加仓+$60.51万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$204.52万
TFLO 减仓-$130.01万
MEAR 减仓-$103.58万
BIL 减仓-$88.80万
EXXON MOBIL CORP 清仓-$74.82万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,410 | -100.0% | -$74.82万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,510 | -100.0% | -$39.10万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -685 | -100.0% | -$21.29万 | 清仓 |
| CDXS | CODEXIS INC | $2.87万 | 0.01% | 12,695 | -9,000 | -41.5% | -$2.03万 | 减仓 |
| GERN | GERON CORP | $3.61万 | 0.01% | 28,200 | -1,615 | -5.4% | -$2,067 | 减仓 |
| LPL | LG DISPLAY CO LTD | $9.34万 | 0.02% | 24,019 | 24,019 | — | $9.34万 | 新建仓 |
| WIT | WIPRO LTD | $11.05万 | 0.03% | 49,106 | 26,923 | 121.4% | $6.06万 | 重新持有 |
| KEP | KOREA ELEC PWR CORP | $13.81万 | 0.03% | 11,412 | 11,412 | — | $13.81万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.23万 | 0.05% | 832 | 832 | — | $20.23万 | 新建仓 |
| BLK | BLACKROCK INC | $20.43万 | 0.05% | 212 | 212 | — | $20.43万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $20.72万 | 0.05% | 2,704 | 21 | 0.8% | $1,609 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.90万 | 0.05% | 7,300 | 7,300 | — | $20.90万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.02万 | 0.05% | 1,792 | -164 | -8.4% | -$1.92万 | 减仓 |
| INTC | INTEL CORP | $21.27万 | 0.05% | 1,523 | 1,523 | — | $21.27万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.46万 | 0.05% | 1,827 | 1,827 | — | $21.46万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $21.71万 | 0.05% | 3,940 | 3,940 | — | $21.71万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $21.89万 | 0.05% | 6,000 | -5,800 | -49.2% | -$21.16万 | 减仓 |
| META | META PLATFORMS INC | $21.91万 | 0.05% | 389 | -155 | -28.5% | -$8.73万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.05万 | 0.06% | 1,429 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.29万 | 0.06% | 6,800 | -6,800 | -50.0% | -$22.29万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $22.67万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $22.77万 | 0.06% | 3,675 | 3,675 | — | $22.77万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.79万 | 0.06% | 6,100 | -2,350 | -27.8% | -$8.78万 | 减仓 |
| ASML | ASML HLDG NV | $22.88万 | 0.06% | 115 | 115 | — | $22.88万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.04万 | 0.06% | 3,296 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.73万 | 0.06% | 2,095 | 2,095 | — | $23.73万 | 新建仓 |
| LIN | LINDE PLC | $24.25万 | 0.06% | 467 | 467 | — | $24.25万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $24.32万 | 0.06% | 381 | 381 | — | $24.32万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $24.96万 | 0.06% | 4,699 | -89 | -1.9% | -$4,727 | 减仓 |
| ESGD | ISHARES TR | $25.85万 | 0.06% | 2,514 | -335 | -11.8% | -$3.44万 | 减仓 |
| ESGE | ISHARES INC | $26.31万 | 0.07% | 4,810 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $26.31万 | 0.07% | 3,787 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.35万 | 0.07% | 13,120 | 13,120 | — | $26.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.55万 | 0.07% | 4,781 | 5 | 0.1% | $288 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.69万 | 0.07% | 383 | 383 | — | $27.69万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.73万 | 0.07% | 553 | -83 | -13.1% | -$4.16万 | 减仓 |
| SHY | ISHARES TR | $28.19万 | 0.07% | 3,434 | -110 | -3.1% | -$9,031 | 减仓 |
| CI | THE CIGNA GROUP | $28.20万 | 0.07% | 1,023 | 29 | 2.9% | $7,995 | 加仓 |
| SDY | SPDR SERIES TRUST | $28.37万 | 0.07% | 1,864 | 1,864 | — | $28.37万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.54万 | 0.07% | 6,742 | 1,274 | 23.3% | $5.39万 | 加仓 |
| DSI | ISHARES TR | $29.54万 | 0.07% | 2,074 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $29.56万 | 0.07% | 130 | 130 | — | $29.56万 | 新建仓 |
| BAC | BANK OF AMER CORP | $30.42万 | 0.08% | 5,338 | 267 | 5.3% | $1.52万 | 加仓 |
| IXC | ISHARES TR | $30.46万 | 0.08% | 6,200 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $30.64万 | 0.08% | 12,723 | -303 | -2.3% | -$7,296 | 减仓 |
| IWM | ISHARES TR | $32.30万 | 0.08% | 1,075 | -72 | -6.3% | -$2.16万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.07万 | 0.08% | 2,093 | 122 | 6.2% | $1.93万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $33.32万 | 0.08% | 7,300 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $33.37万 | 0.08% | 1,759 | 157 | 9.8% | $2.98万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $35.58万 | 0.09% | 1,131 | 1 | 0.1% | $315 | 加仓 |
| SMH | VANECK ETF TRUST | $35.76万 | 0.09% | 545 | 545 | — | $35.76万 | 新建仓 |
| CAT | CATERPILLAR INC | $36.31万 | 0.09% | 341 | 341 | — | $36.31万 | 新建仓 |
| USXF | ISHARES TR | $36.96万 | 0.09% | 5,322 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $37.15万 | 0.09% | 5,163 | 444 | 9.4% | $3.19万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $37.70万 | 0.09% | 7,455 | -420 | -5.3% | -$2.12万 | 减仓 |
| VB | VANGUARD INDEX FDS | $37.91万 | 0.09% | 1,251 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $38.12万 | 0.10% | 4,893 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.39万 | 0.10% | 1,365 | 229 | 20.2% | $6.44万 | 加仓 |
| DSCO | DOUBLELINE ETF TRUST | $38.77万 | 0.10% | 15,550 | 15,550 | — | $38.77万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $39.85万 | 0.10% | 3,833 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $40.24万 | 0.10% | 12,126 | -491 | -3.9% | -$1.63万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.46万 | 0.10% | 4,831 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $40.99万 | 0.10% | 3,238 | 509 | 18.7% | $6.44万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $41.32万 | 0.10% | 11,207 | -59 | -0.5% | -$2,175 | 减仓 |
| SO | SOUTHERN CO | $41.63万 | 0.10% | 4,350 | 140 | 3.3% | $1.34万 | 加仓 |
| OUSA | ALPS ETF TR | $42.21万 | 0.11% | 7,236 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $43.78万 | 0.11% | 8,836 | -100 | -1.1% | -$4,955 | 减仓 |
| NKE | NIKE INC | $43.78万 | 0.11% | 10,666 | 279 | 2.7% | $1.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.31万 | 0.11% | 780 | 780 | — | $45.31万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $45.52万 | 0.11% | 5,066 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $45.58万 | 0.11% | 8,436 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $46.16万 | 0.12% | 9,160 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $48.17万 | 0.12% | 4,713 | 121 | 2.6% | $1.24万 | 加仓 |
| MKC | MCCORMICK & CO INC | $50.09万 | 0.13% | 9,934 | 124 | 1.3% | $6,252 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $50.13万 | 0.13% | 1,482 | 797 | 116.4% | $26.96万 | 加仓 |
| URI | UNITED RENTALS INC | $50.53万 | 0.13% | 446 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $51.37万 | 0.13% | 3,278 | 38 | 1.2% | $5,955 | 加仓 |
| TBIL | RBB FD INC | $51.43万 | 0.13% | 10,315 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $52.37万 | 0.13% | 2,369 | 2,369 | — | $52.37万 | 新建仓 |
| HON | HONEYWELL INTL INC | $53.42万 | 0.13% | 2,386 | -2,363 | -49.8% | -$52.91万 | 减仓 |
| AVGO | BROADCOM INC | $53.62万 | 0.13% | 1,419 | 321 | 29.2% | $12.13万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $54.56万 | 0.14% | 11,024 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $55.43万 | 0.14% | 4,314 | 301 | 7.5% | $3.87万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $55.87万 | 0.14% | 12,423 | -3,332 | -21.1% | -$14.98万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $56.30万 | 0.14% | 6,359 | -705 | -10.0% | -$6.24万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $57.67万 | 0.14% | 3,211 | 8 | 0.2% | $1,437 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $58.50万 | 0.15% | 12,605 | 400 | 3.3% | $1.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.79万 | 0.15% | 3,547 | 361 | 11.3% | $5.98万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $59.26万 | 0.15% | 9,817 | 10 | 0.1% | $604 | 加仓 |
| ABBV | ABBVIE INC | $59.79万 | 0.15% | 2,376 | 114 | 5.0% | $2.87万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $62.37万 | 0.16% | 3,974 | -301 | -7.0% | -$4.72万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $64.28万 | 0.16% | 7,080 | 7,080 | — | $64.28万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $67.87万 | 0.17% | 3,751 | 246 | 7.0% | $4.45万 | 加仓 |
| NFLX | NETFLIX INC. | $67.88万 | 0.17% | 9,507 | 55 | 0.6% | $3,927 | 加仓 |
| — | INNOVATOR ETFS TRUST | $69.65万 | 0.17% | 25,373 | 8,346 | 49.0% | $22.91万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $73.28万 | 0.18% | 8,571 | 356 | 4.3% | $3.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $73.40万 | 0.18% | 26,937 | 9,004 | 50.2% | $24.53万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $73.44万 | 0.18% | 4,629 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $74.22万 | 0.19% | 643 | -22 | -3.3% | -$2.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $77.89万 | 0.19% | 1,058 | 93 | 9.6% | $6.85万 | 加仓 |