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 |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | $1,249.78万 | 3.46% | 246,845 | 76,146 | 44.6% | $385.53万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $1,068.76万 | 2.96% | 211,929 | 47,671 | 29.0% | $240.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $990.56万 | 2.74% | 154,582 | 3,920 | 2.6% | $25.12万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $953.04万 | 2.64% | 188,311 | 44,499 | 30.9% | $225.21万 | 加仓 |
| AAPL | APPLE INC | $922.67万 | 2.55% | 36,356 | 1,718 | 5.0% | $43.60万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $815.54万 | 2.26% | 201,518 | 32,135 | 19.0% | $130.05万 | 加仓 |
| SUB | ISHARES TR | $806.16万 | 2.23% | 75,696 | 12,738 | 20.2% | $135.66万 | 加仓 |
| LOUP | INNOVATOR ETFS TRUST | $795.48万 | 2.20% | 115,546 | 23,965 | 26.2% | $164.99万 | 加仓 |
| USFR | WISDOMTREE TR | $782.10万 | 2.16% | 155,364 | 61,751 | 66.0% | $310.85万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $753.58万 | 2.08% | 68,025 | 9,822 | 16.9% | $108.81万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $750.53万 | 2.08% | 147,221 | -7,111 | -4.6% | -$36.25万 | 减仓 |
| IEMG | ISHARES INC | $710.18万 | 1.96% | 101,818 | 40,969 | 67.3% | $285.76万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $696.07万 | 1.92% | 175,201 | 17,578 | 11.2% | $69.84万 | 加仓 |
| IEFA | ISHARES TR | $667.48万 | 1.85% | 73,730 | 3,262 | 4.6% | $29.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $664.16万 | 1.84% | 38,083 | 1,493 | 4.1% | $26.04万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $634.38万 | 1.75% | 126,774 | 48,851 | 62.7% | $244.45万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $587.18万 | 1.62% | 117,789 | 35,625 | 43.4% | $177.59万 | 加仓 |
| BIL | SPDR SERIES TRUST | $546.72万 | 1.51% | 59,660 | 44,150 | 284.7% | $404.59万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $517.14万 | 1.43% | 88,340 | 142 | 0.2% | $8,313 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $511.58万 | 1.41% | 106,980 | 27,168 | 34.0% | $129.92万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $509.05万 | 1.41% | 127,902 | 2,854 | 2.3% | $11.36万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $497.70万 | 1.38% | 194,111 | 19,618 | 11.2% | $50.30万 | 加仓 |
| GOOG | ALPHABET INC | $495.58万 | 1.37% | 17,276 | -11 | -0.1% | -$3,155 | 减仓 |
| EUSA | ISHARES INC | $464.75万 | 1.29% | 45,667 | 21,856 | 91.8% | $222.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $446.51万 | 1.23% | 13,918 | 11,355 | 443.0% | $364.29万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $443.09万 | 1.23% | 88,020 | -1,270 | -1.4% | -$6.39万 | 减仓 |
| CMF | ISHARES TR | $443.03万 | 1.23% | 77,916 | 9,876 | 14.5% | $56.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $437.29万 | 1.21% | 80,904 | 31,421 | 63.5% | $169.83万 | 加仓 |
| GOOGL | ALPHABET INC | $431.17万 | 1.19% | 14,994 | -341 | -2.2% | -$9.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $420.40万 | 1.16% | 8,773 | 311 | 3.7% | $14.90万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $415.28万 | 1.15% | 88,849 | 5,600 | 6.7% | $26.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $414.63万 | 1.15% | 221,017 | 221,017 | — | $414.63万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $396.21万 | 1.10% | 82,458 | 18,588 | 29.1% | $89.32万 | 加仓 |
| — | WISDOMTREE TR | $395.20万 | 1.09% | 142,056 | 21,218 | 17.6% | $59.03万 | 加仓 |
| AMZN | AMAZON COM INC | $387.36万 | 1.07% | 18,599 | -547 | -2.9% | -$11.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $374.65万 | 1.04% | 17,421 | 1,147 | 7.0% | $24.67万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $351.15万 | 0.97% | 28,063 | 2,759 | 10.9% | $34.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $349.67万 | 0.97% | 9,446 | 1,187 | 14.4% | $43.94万 | 加仓 |
| IVV | ISHARES TR | $339.41万 | 0.94% | 5,196 | 5,196 | — | $339.41万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $338.74万 | 0.94% | 141,912 | 13,237 | 10.3% | $31.60万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $337.04万 | 0.93% | 78,144 | -18 | -0.0% | -$776 | 减仓 |
| — | INNOVATOR ETFS TRUST | $336.65万 | 0.93% | 137,186 | 137,186 | — | $336.65万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $334.72万 | 0.93% | 67,092 | 1,712 | 2.6% | $8.54万 | 加仓 |
| FLOT | ISHARES TR | $333.77万 | 0.92% | 65,510 | -2,199 | -3.2% | -$11.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $328.89万 | 0.91% | 3,301 | -54 | -1.6% | -$5.38万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $319.03万 | 0.88% | 133,038 | -4,667 | -3.4% | -$11.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $308.21万 | 0.85% | 4,739 | 528 | 12.5% | $34.34万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $295.81万 | 0.82% | 64,351 | 4,938 | 8.3% | $22.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $288.07万 | 0.80% | 9,793 | -236 | -2.4% | -$6.94万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $276.71万 | 0.77% | 5,538 | -180 | -3.1% | -$8.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $265.77万 | 0.73% | 140,417 | 140,417 | — | $265.77万 | 新建仓 |
| SCZ | ISHARES TR | $237.96万 | 0.66% | 30,348 | -689 | -2.2% | -$5.40万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $194.26万 | 0.54% | 47,966 | -1,249 | -2.5% | -$5.06万 | 减仓 |
| SHM | SPDR SERIES TRUST | $190.20万 | 0.53% | 39,766 | 1,257 | 3.3% | $6.01万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $163.40万 | 0.45% | 4,553 | -22 | -0.5% | -$7,895 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $156.60万 | 0.43% | 16,663 | 299 | 1.8% | $2.81万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $155.02万 | 0.43% | 15,099 | -769 | -4.8% | -$7.90万 | 减仓 |
| ACWI | ISHARES TR | $151.45万 | 0.42% | 10,945 | 1,639 | 17.6% | $22.68万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $151.09万 | 0.42% | 5,180 | -228 | -4.2% | -$6.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $146.06万 | 0.40% | 5,398 | -264 | -4.7% | -$7.14万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $145.10万 | 0.40% | 49,897 | -65 | -0.1% | -$1,890 | 减仓 |
| INTU | INTUIT | $143.64万 | 0.40% | 3,322 | 846 | 34.2% | $36.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $139.10万 | 0.38% | 5,691 | -91 | -1.6% | -$2.22万 | 减仓 |
| CRM | SALESFORCE INC | $139.09万 | 0.38% | 7,451 | -138 | -1.8% | -$2.58万 | 减仓 |
| PEP | PEPSICO INC | $137.11万 | 0.38% | 8,829 | -442 | -4.8% | -$6.86万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $135.37万 | 0.37% | 25,648 | 2,206 | 9.4% | $11.64万 | 加仓 |
| COR | CENCORA INC | $134.26万 | 0.37% | 4,274 | -40 | -0.9% | -$1.26万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $131.95万 | 0.36% | 102,924 | 25,000 | 32.1% | $32.05万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $129.76万 | 0.36% | 20,084 | -427 | -2.1% | -$2.76万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $126.27万 | 0.35% | 2,726 | 2,726 | — | $126.27万 | 新建仓 |
| UNP | UNION PAC CORP | $126.13万 | 0.35% | 5,199 | -361 | -6.5% | -$8.76万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $125.20万 | 0.35% | 7,742 | 125 | 1.6% | $2.02万 | 加仓 |
| V | VISA INC | $124.52万 | 0.34% | 4,120 | 60 | 1.5% | $1.81万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $123.58万 | 0.34% | 6,439 | 194 | 3.1% | $3.72万 | 加仓 |
| MUB | ISHARES TR | $121.70万 | 0.34% | 11,465 | -750 | -6.1% | -$7.96万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $118.51万 | 0.33% | 26,185 | 2,794 | 11.9% | $12.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $118.38万 | 0.33% | 8,196 | -141 | -1.7% | -$2.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $113.05万 | 0.31% | 36,848 | 300 | 0.8% | $9,204 | 加仓 |
| ECL | ECOLAB INC | $109.28万 | 0.30% | 4,108 | -157 | -3.7% | -$4.18万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $108.22万 | 0.30% | 25,050 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $107.93万 | 0.30% | 17,459 | 20 | 0.1% | $1,236 | 加仓 |
| IWD | ISHARES TR | $107.73万 | 0.30% | 5,042 | 535 | 11.9% | $11.43万 | 加仓 |
| DHR | DANAHER CORP DEL | $107.45万 | 0.30% | 5,667 | -538 | -8.7% | -$10.20万 | 减仓 |
| — | HONEYWELL INTL INC | $107.34万 | 0.30% | 4,749 | 110 | 2.4% | $2.49万 | 加仓 |
| DIS | DISNEY WALT CO | $103.89万 | 0.29% | 10,779 | -1,834 | -14.5% | -$17.68万 | 减仓 |
| CSM | PROSHARES TR | $103.86万 | 0.29% | 13,881 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $99.53万 | 0.28% | 20,160 | 3,653 | 22.1% | $18.03万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $97.51万 | 0.27% | 5,622 | -245 | -4.2% | -$4.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $96.34万 | 0.27% | 51,610 | 51,610 | — | $96.34万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $94.19万 | 0.26% | 7,088 | -183 | -2.5% | -$2.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $92.46万 | 0.26% | 2,736 | 75 | 2.8% | $2.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $91.72万 | 0.25% | 5,721 | 1,854 | 47.9% | $29.72万 | 加仓 |
| NFLX | NETFLIX INC. | $90.88万 | 0.25% | 9,452 | 9,257 | 4,747.2% | $89.01万 | 重新持有 |
| ETN | EATON CORP PLC | $85.23万 | 0.24% | 2,383 | -23 | -1.0% | -$8,226 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $82.52万 | 0.23% | 34,000 | -4,000 | -10.5% | -$9.71万 | 减仓 |
| TSLA | TESLA INC | $80.97万 | 0.22% | 2,178 | 35 | 1.6% | $1.30万 | 加仓 |
| MLN | VANECK ETF TRUST | $79.95万 | 0.22% | 45,845 | -2,490 | -5.2% | -$4.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $79.13万 | 0.22% | 4,033 | 60 | 1.5% | $1.18万 | 加仓 |
| C | CITIGROUP INC | $77.35万 | 0.21% | 6,820 | -25 | -0.4% | -$2,835 | 减仓 |
| LLY | ELI LILLY & CO | $76.62万 | 0.21% | 833 | 17 | 2.1% | $1.56万 | 加仓 |