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 |
|---|---|---|---|---|---|---|---|---|
| CALI | BLACKROCK ETF TRUST II | $1,160.33万 | 2.90% | 229,610 | 17,681 | 8.3% | $89.35万 | 加仓 |
| LOUP | INNOVATOR ETFS TRUST | $1,147.25万 | 2.87% | 116,401 | 855 | 0.7% | $8.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,128.60万 | 2.82% | 158,401 | 3,819 | 2.5% | $27.21万 | 加仓 |
| TFLO | ISHARES TR | $1,119.76万 | 2.80% | 221,166 | -25,679 | -10.4% | -$130.01万 | 减仓 |
| AAPL | APPLE INC | $1,067.63万 | 2.67% | 36,896 | 540 | 1.5% | $15.63万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $983.23万 | 2.46% | 194,430 | 6,119 | 3.2% | $30.94万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $908.17万 | 2.27% | 68,155 | 130 | 0.2% | $1.73万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $861.96万 | 2.16% | 205,229 | 3,711 | 1.8% | $15.59万 | 加仓 |
| IEMG | ISHARES INC | $855.90万 | 2.14% | 103,320 | 1,502 | 1.5% | $12.44万 | 加仓 |
| SUB | ISHARES TR | $773.57万 | 1.93% | 72,656 | -3,040 | -4.0% | -$32.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $770.94万 | 1.93% | 38,530 | 447 | 1.2% | $8.94万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $761.70万 | 1.91% | 149,352 | 2,131 | 1.4% | $10.87万 | 加仓 |
| IEFA | ISHARES TR | $743.22万 | 1.86% | 76,954 | 3,224 | 4.4% | $31.14万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $733.98万 | 1.84% | 132,082 | 5,308 | 4.2% | $29.50万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $717.32万 | 1.79% | 181,738 | 6,537 | 3.7% | $25.80万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $624.08万 | 1.56% | 124,368 | 6,579 | 5.6% | $33.01万 | 加仓 |
| GOOG | ALPHABET INC | $598.74万 | 1.50% | 16,946 | -330 | -1.9% | -$11.66万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $584.24万 | 1.46% | 198,517 | 4,406 | 2.3% | $12.97万 | 加仓 |
| USFR | WISDOMTREE TR | $577.74万 | 1.45% | 114,744 | -40,620 | -26.1% | -$204.52万 | 减仓 |
| GOOGL | ALPHABET INC | $539.90万 | 1.35% | 15,108 | 114 | 0.8% | $4.07万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $536.79万 | 1.34% | 111,022 | 4,042 | 3.8% | $19.54万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $527.77万 | 1.32% | 90,682 | 2,342 | 2.7% | $13.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $525.60万 | 1.31% | 14,204 | 286 | 2.1% | $10.58万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $522.71万 | 1.31% | 123,864 | -4,038 | -3.2% | -$17.04万 | 减仓 |
| EUSA | ISHARES INC | $519.29万 | 1.30% | 45,476 | -191 | -0.4% | -$2.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $499.77万 | 1.25% | 83,728 | 2,824 | 3.5% | $16.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $498.30万 | 1.25% | 252,047 | 31,030 | 14.0% | $61.35万 | 加仓 |
| CMF | ISHARES TR | $476.89万 | 1.19% | 82,736 | 4,820 | 6.2% | $27.78万 | 加仓 |
| AMZN | AMAZON COM INC | $462.24万 | 1.16% | 19,394 | 795 | 4.3% | $18.95万 | 加仓 |
| BIL | SPDR SERIES TRUST | $457.93万 | 1.15% | 49,970 | -9,690 | -16.2% | -$88.80万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $441.76万 | 1.10% | 91,804 | 2,955 | 3.3% | $14.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $436.86万 | 1.09% | 8,730 | -43 | -0.5% | -$2.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $423.52万 | 1.06% | 159,075 | 21,889 | 16.0% | $58.28万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $421.00万 | 1.05% | 29,671 | 1,608 | 5.7% | $22.82万 | 加仓 |
| — | WISDOMTREE TR | $419.77万 | 1.05% | 146,261 | 4,205 | 3.0% | $12.07万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $416.77万 | 1.04% | 86,055 | 3,597 | 4.4% | $17.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $397.05万 | 0.99% | 16,780 | -641 | -3.7% | -$15.17万 | 减仓 |
| IVV | ISHARES TR | $389.12万 | 0.97% | 5,196 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $363.00万 | 0.91% | 4,861 | 122 | 2.6% | $9.11万 | 加仓 |
| FLOT | ISHARES TR | $359.93万 | 0.90% | 70,506 | 4,996 | 7.6% | $25.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $355.66万 | 0.89% | 9,535 | 89 | 0.9% | $3.32万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $351.33万 | 0.88% | 76,878 | -1,266 | -1.6% | -$5.79万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $348.15万 | 0.87% | 68,832 | 1,740 | 2.6% | $8.80万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $345.78万 | 0.86% | 141,077 | -835 | -0.6% | -$2.05万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $343.93万 | 0.86% | 141,478 | 8,440 | 6.3% | $20.52万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $339.86万 | 0.85% | 67,460 | -20,560 | -23.4% | -$103.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $336.98万 | 0.84% | 10,295 | 502 | 5.1% | $16.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $304.61万 | 0.76% | 3,256 | -45 | -1.4% | -$4.21万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $295.31万 | 0.74% | 60,502 | -3,849 | -6.0% | -$18.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $278.49万 | 0.70% | 5,422 | -116 | -2.1% | -$5.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $271.89万 | 0.68% | 136,237 | -4,180 | -3.0% | -$8.34万 | 减仓 |
| SCZ | ISHARES TR | $247.14万 | 0.62% | 30,040 | -308 | -1.0% | -$2.53万 | 减仓 |
| SHM | SPDR SERIES TRUST | $226.20万 | 0.57% | 47,159 | 7,393 | 18.6% | $35.46万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $225.16万 | 0.56% | 4,548 | -5 | -0.1% | -$2,475 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $224.80万 | 0.56% | 5,409 | 11 | 0.2% | $4,572 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $201.80万 | 0.50% | 5,917 | 196 | 3.4% | $6.68万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $201.51万 | 0.50% | 49,849 | 1,883 | 3.9% | $7.61万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $182.74万 | 0.46% | 20,038 | -46 | -0.2% | -$4,195 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $174.18万 | 0.44% | 102,944 | 20 | 0.0% | $338 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $172.29万 | 0.43% | 47,687 | -2,210 | -4.4% | -$7.98万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $170.66万 | 0.43% | 5,170 | -10 | -0.2% | -$3,301 | 减仓 |
| ACWI | ISHARES TR | $168.76万 | 0.42% | 10,751 | -194 | -1.8% | -$3.05万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $166.88万 | 0.42% | 25,873 | -312 | -1.2% | -$2.01万 | 减仓 |
| V | VISA INC | $155.95万 | 0.39% | 4,545 | 425 | 10.3% | $14.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $154.19万 | 0.39% | 48,625 | 11,777 | 32.0% | $37.34万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $153.75万 | 0.38% | 16,663 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $152.89万 | 0.38% | 6,020 | 329 | 5.8% | $8.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $149.09万 | 0.37% | 16,430 | 1,331 | 8.8% | $12.08万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $148.07万 | 0.37% | 2,834 | 108 | 4.0% | $5.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $143.40万 | 0.36% | 7,742 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $140.39万 | 0.35% | 5,162 | -37 | -0.7% | -$1.01万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $138.21万 | 0.35% | 25,585 | -63 | -0.2% | -$3,403 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $130.26万 | 0.33% | 25,050 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $129.00万 | 0.32% | 6,771 | -317 | -4.5% | -$6.04万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $128.73万 | 0.32% | 6,050 | -389 | -6.0% | -$8.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $125.78万 | 0.31% | 8,578 | 382 | 4.7% | $5.60万 | 加仓 |
| MUB | ISHARES TR | $123.39万 | 0.31% | 11,465 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $122.09万 | 0.31% | 4,314 | 40 | 0.9% | $1.13万 | 加仓 |
| PEP | PEPSICO INC | $118.91万 | 0.30% | 8,782 | -47 | -0.5% | -$6,364 | 减仓 |
| D | DOMINION ENERGY INC | $118.77万 | 0.30% | 17,392 | -67 | -0.4% | -$4,575 | 减仓 |
| IWD | ISHARES TR | $118.60万 | 0.30% | 4,892 | -150 | -3.0% | -$3.64万 | 减仓 |
| CSM | PROSHARES TR | $118.29万 | 0.30% | 13,881 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $115.20万 | 0.29% | 4,135 | 27 | 0.7% | $7,522 | 加仓 |
| CRM | SALESFORCE INC | $112.32万 | 0.28% | 7,169 | -282 | -3.8% | -$4.42万 | 减仓 |
| DHR | DANAHER CORP DEL | $109.80万 | 0.27% | 5,764 | 97 | 1.7% | $1.85万 | 加仓 |
| ETN | EATON CORP PLC | $105.88万 | 0.26% | 2,485 | 102 | 4.3% | $4.35万 | 加仓 |
| LLY | ELI LILLY & CO | $105.45万 | 0.26% | 879 | 46 | 5.5% | $5.52万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $103.26万 | 0.26% | 19,261 | -899 | -4.5% | -$4.82万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $102.79万 | 0.26% | 16,724 | 16,724 | — | $102.79万 | 新建仓 |
| DIS | DISNEY WALT CO | $102.73万 | 0.26% | 10,673 | -106 | -1.0% | -$1.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $102.01万 | 0.26% | 2,136 | -600 | -21.9% | -$28.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $101.42万 | 0.25% | 50,095 | -1,515 | -2.9% | -$3.07万 | 减仓 |
| C | CITIGROUP INC | $96.84万 | 0.24% | 6,919 | 99 | 1.5% | $1.39万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $96.55万 | 0.24% | 5,793 | 171 | 3.0% | $2.85万 | 加仓 |
| MTUM | ISHARES TR | $93.59万 | 0.23% | 2,730 | -100 | -3.5% | -$3.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $88.69万 | 0.22% | 1,291 | 104 | 8.8% | $7.14万 | 加仓 |
| INTU | INTUIT | $86.86万 | 0.22% | 3,328 | 6 | 0.2% | $1,566 | 加仓 |
| TSLA | TESLA INC | $86.77万 | 0.22% | 2,063 | -115 | -5.3% | -$4.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $85.86万 | 0.21% | 3,940 | -93 | -2.3% | -$2.03万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $82.08万 | 0.21% | 34,000 | 0 | 0.0% | — | 不变 |