Elmwood Wealth Management, Inc.
BERKELEY CA · SEC CIK 0001731927
$3.62亿2026Q1 申报市值
178持仓数
25.3%前十大占比 · 第一大 3.5%
19 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INNOVATOR ETFS T 新建仓+$414.63万
BIL 加仓+$404.59万
TFLO 加仓+$385.53万
VTI 加仓+$364.29万
IVV 新建仓+$339.41万
2026Q1 卖出最多 按季末市值估算
PJAN 减仓-$347.46万
INNOVATOR ETFS T 清仓-$282.56万
POCT 减仓-$255.85万
INNOVATOR ETFS T 清仓-$122.94万
AMPLIFY ETF TR 清仓-$72.56万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -147,395 | -100.0% | -$282.56万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -38,829 | -100.0% | -$122.94万 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -26,914 | -100.0% | -$72.56万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,417 | -100.0% | -$64.85万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -4,080 | -100.0% | -$62.88万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -2,465 | -100.0% | -$43.28万 | 清仓 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,950 | -100.0% | -$29.11万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,525 | -100.0% | -$27.11万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,700 | -100.0% | -$22.45万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,800 | -100.0% | -$21.34万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,082 | -100.0% | -$20.95万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,532 | -100.0% | -$20.19万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDXS | CODEXIS INC | $3.54万 | 0.01% | 21,695 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $4.44万 | 0.01% | 29,815 | 1,615 | 5.7% | $2,406 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $20.47万 | 0.06% | 2,683 | 14 | 0.5% | $1,068 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.55万 | 0.06% | 3,625 | 3,625 | — | $20.55万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.58万 | 0.06% | 3,296 | 3,296 | — | $20.58万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.72万 | 0.06% | 685 | -135 | -16.5% | -$4.08万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $20.83万 | 0.06% | 1,429 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $21.25万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.29万 | 0.06% | 685 | 20 | 3.0% | $6,216 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.32万 | 0.06% | 1,956 | 164 | 9.2% | $1.79万 | 加仓 |
| ESGE | ISHARES INC | $21.87万 | 0.06% | 4,810 | 4,810 | — | $21.87万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $22.47万 | 0.06% | 665 | 665 | — | $22.47万 | 新建仓 |
| BAC | BANK AMERICA CORP | $24.72万 | 0.07% | 5,071 | 165 | 3.4% | $8,044 | 加仓 |
| DSI | ISHARES TR | $25.14万 | 0.07% | 2,074 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $25.80万 | 0.07% | 3,787 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $26.52万 | 0.07% | 994 | 75 | 8.2% | $2.00万 | 加仓 |
| ESGD | ISHARES TR | $27.24万 | 0.08% | 2,849 | 2,849 | — | $27.24万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.45万 | 0.08% | 5,468 | 27 | 0.5% | $1,355 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.54万 | 0.08% | 1,136 | 44 | 4.0% | $1.07万 | 加仓 |
| IWM | ISHARES TR | $28.45万 | 0.08% | 1,147 | 18 | 1.6% | $4,464 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.67万 | 0.08% | 8,450 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.97万 | 0.08% | 4,776 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $29.19万 | 0.08% | 1,971 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $29.26万 | 0.08% | 3,544 | 667 | 23.2% | $5.51万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.33万 | 0.08% | 4,788 | -41 | -0.8% | -$2,512 | 减仓 |
| USXF | ISHARES TR | $29.38万 | 0.08% | 5,322 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.90万 | 0.09% | 1,602 | -400 | -20.0% | -$7.72万 | 减仓 |
| META | META PLATFORMS INC | $31.12万 | 0.09% | 544 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $31.14万 | 0.09% | 4,719 | 64 | 1.4% | $4,223 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $31.19万 | 0.09% | 7,300 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.26万 | 0.09% | 636 | 70 | 12.4% | $3.44万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $31.75万 | 0.09% | 5,066 | 5,066 | — | $31.75万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $32.43万 | 0.09% | 1,130 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $32.49万 | 0.09% | 446 | -10 | -2.2% | -$7,286 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.76万 | 0.09% | 1,251 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $33.98万 | 0.09% | 1,098 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $34.88万 | 0.10% | 11,266 | -180 | -1.6% | -$5,573 | 减仓 |
| IXC | ISHARES TR | $35.72万 | 0.10% | 6,200 | 6,200 | — | $35.72万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $35.73万 | 0.10% | 2,729 | 156 | 6.1% | $2.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.28万 | 0.10% | 4,831 | -6 | -0.1% | -$451 | 减仓 |
| PFE | PFIZER INC | $36.58万 | 0.10% | 13,026 | -84 | -0.6% | -$2,359 | 减仓 |
| MOAT | VANECK ETF TRUST | $37.07万 | 0.10% | 3,833 | 1,070 | 38.7% | $10.35万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $38.09万 | 0.11% | 12,617 | 491 | 4.0% | $1.48万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $38.36万 | 0.11% | 4,893 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $39.10万 | 0.11% | 4,510 | 4,510 | — | $39.10万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $39.29万 | 0.11% | 11,800 | 11,800 | — | $39.29万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $39.49万 | 0.11% | 13,600 | 13,600 | — | $39.49万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $39.81万 | 0.11% | 7,875 | -610 | -7.2% | -$3.08万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $40.10万 | 0.11% | 8,436 | 0 | 0.0% | — | 不变 |
| OUSA | ALPS ETF TR | $40.28万 | 0.11% | 7,236 | 728 | 11.2% | $4.05万 | 加仓 |
| SO | SOUTHERN CO | $40.63万 | 0.11% | 4,210 | 210 | 5.2% | $2.03万 | 加仓 |
| SBUX | STARBUCKS CORP | $41.14万 | 0.11% | 4,592 | -170 | -3.6% | -$1.52万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $41.82万 | 0.12% | 9,160 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $41.88万 | 0.12% | 17,027 | 17,027 | — | $41.88万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $43.52万 | 0.12% | 17,933 | 17,933 | — | $43.52万 | 新建仓 |
| PULS | PGIM ETF TR | $44.23万 | 0.12% | 8,936 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $48.27万 | 0.13% | 4,013 | -114 | -2.8% | -$1.37万 | 减仓 |
| ABBV | ABBVIE INC | $49.20万 | 0.14% | 2,262 | -403 | -15.1% | -$8.76万 | 减仓 |
| MKC | MCCORMICK & CO INC | $49.48万 | 0.14% | 9,810 | -419 | -4.1% | -$2.11万 | 减仓 |
| NVS | NOVARTIS AG | $49.49万 | 0.14% | 3,240 | -100 | -3.0% | -$1.53万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $50.85万 | 0.14% | 11,024 | -75,321 | -87.2% | -$347.46万 | 减仓 |
| TBIL | RBB FD INC | $51.43万 | 0.14% | 10,315 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $52.62万 | 0.15% | 12,205 | -59,349 | -82.9% | -$255.85万 | 减仓 |
| NKE | NIKE INC | $54.86万 | 0.15% | 10,387 | -38 | -0.4% | -$2,007 | 减仓 |
| QQQ | INVESCO QQQ TR | $55.70万 | 0.15% | 965 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $57.03万 | 0.16% | 9,807 | -950 | -8.8% | -$5.52万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $57.72万 | 0.16% | 3,203 | 40 | 1.3% | $7,208 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $57.96万 | 0.16% | 3,505 | -13 | -0.4% | -$2,150 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $58.23万 | 0.16% | 7,064 | 105 | 1.5% | $8,655 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $59.13万 | 0.16% | 4,275 | 384 | 9.9% | $5.31万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $63.35万 | 0.18% | 8,215 | 40 | 0.5% | $3,084 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $63.78万 | 0.18% | 6,809 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $65.92万 | 0.18% | 3,186 | -350 | -9.9% | -$7.24万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $67.86万 | 0.19% | 4,629 | 749 | 19.3% | $10.98万 | 加仓 |
| MTUM | ISHARES TR | $67.92万 | 0.19% | 2,830 | 300 | 11.9% | $7.20万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $68.41万 | 0.19% | 15,755 | -3,858 | -19.7% | -$16.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $70.94万 | 0.20% | 1,187 | 530 | 80.7% | $31.68万 | 加仓 |
| — | EXXON MOBIL CORP | $74.82万 | 0.21% | 4,410 | 4,410 | — | $74.82万 | 新建仓 |
| LLY | ELI LILLY & CO | $76.62万 | 0.21% | 833 | 17 | 2.1% | $1.56万 | 加仓 |
| C | CITIGROUP INC | $77.35万 | 0.21% | 6,820 | -25 | -0.4% | -$2,835 | 减仓 |
| VTV | VANGUARD INDEX FDS | $79.13万 | 0.22% | 4,033 | 60 | 1.5% | $1.18万 | 加仓 |
| MLN | VANECK ETF TRUST | $79.95万 | 0.22% | 45,845 | -2,490 | -5.2% | -$4.34万 | 减仓 |
| TSLA | TESLA INC | $80.97万 | 0.22% | 2,178 | 35 | 1.6% | $1.30万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $82.52万 | 0.23% | 34,000 | -4,000 | -10.5% | -$9.71万 | 减仓 |
| ETN | EATON CORP PLC | $85.23万 | 0.24% | 2,383 | -23 | -1.0% | -$8,226 | 减仓 |
| NFLX | NETFLIX INC. | $90.88万 | 0.25% | 9,452 | 9,257 | 4,747.2% | $89.01万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $91.72万 | 0.25% | 5,721 | 1,854 | 47.9% | $29.72万 | 加仓 |