Elm Partners Management LLC
Philadelphia PA · SEC CIK 0001743941
$23.12亿2026Q1 申报市值
158持仓数
69.4%前十大占比 · 第一大 12.9%
10 / 5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
VBIL 加仓+$1.31亿
ELM 加仓+$4,012.72万
SCHP 加仓+$2,640.49万
IEMG 加仓+$2,067.69万
SPYM 加仓+$1,252.08万
2026Q1 卖出最多 按季末市值估算
STIP 减仓-$2,577.74万
SGOV 减仓-$1,960.07万
BND 减仓-$1,810.67万
VTI 减仓-$1,117.56万
VGSH 减仓-$952.12万
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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -27,600 | -100.0% | -$106.89万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,932 | -100.0% | -$33.86万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$30.50万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -3,800 | -100.0% | -$27.05万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -461 | -100.0% | -$20.73万 | 清仓 |
| SAN | BANCO SANTANDER SA | $17.93万 | 0.01% | 16,760 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $20.80万 | 0.01% | 2,708 | 2,708 | — | $20.80万 | 新建仓 |
| URA | GLOBAL X FDS | $21.23万 | 0.01% | 4,687 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $21.36万 | 0.01% | 1,651 | 6 | 0.4% | $776 | 加仓 |
| SLV | ISHARES SILVER TR | $21.77万 | 0.01% | 3,427 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $21.80万 | 0.01% | 6,479 | 6,479 | — | $21.80万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.01万 | 0.01% | 1,413 | 1,413 | — | $22.01万 | 新建仓 |
| EEM | ISHARES TR | $22.04万 | 0.01% | 4,025 | 4,025 | — | $22.04万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $22.06万 | 0.01% | 3,712 | 3,712 | — | $22.06万 | 新建仓 |
| KO | COCA COLA CO | $22.40万 | 0.01% | 2,937 | 2,937 | — | $22.40万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.43万 | 0.01% | 2,484 | -83 | -3.2% | -$7,829 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.66万 | 0.01% | 293 | -63 | -17.7% | -$5.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.86万 | 0.01% | 427 | -63 | -12.9% | -$3.52万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.03万 | 0.01% | 501 | 1 | 0.2% | $480 | 加仓 |
| IWF | ISHARES TR | $24.06万 | 0.01% | 2,342 | 653 | 38.7% | $6.71万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.19万 | 0.01% | 9,708 | 2 | 0.0% | $50 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.41万 | 0.01% | 8,008 | 8,008 | — | $24.41万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $24.75万 | 0.01% | 1,501 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.73万 | 0.01% | 3,255 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $26.16万 | 0.01% | 3,341 | 3,341 | — | $26.16万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $26.21万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $26.82万 | 0.01% | 1,896 | 1,896 | — | $26.82万 | 新建仓 |
| APH | AMPHENOL CORP | $26.83万 | 0.01% | 2,252 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $27.03万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $27.31万 | 0.01% | 885 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $27.69万 | 0.01% | 1,946 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.18万 | 0.01% | 636 | 105 | 19.8% | $4.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.54万 | 0.01% | 1,354 | 1,354 | — | $28.54万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.01万 | 0.01% | 828 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $30.35万 | 0.01% | 1,305 | 1 | 0.1% | $233 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $30.77万 | 0.01% | 3,758 | 60 | 1.6% | $4,913 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $30.97万 | 0.01% | 4,755 | 1 | 0.0% | $65 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.26万 | 0.01% | 1,289 | 142 | 12.4% | $3.44万 | 加仓 |
| IJK | ISHARES TR | $31.30万 | 0.01% | 3,219 | 4 | 0.1% | $389 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.47万 | 0.01% | 3,418 | 485 | 16.5% | $4.46万 | 加仓 |
| VAW | VANGUARD WORLD FD | $33.56万 | 0.01% | 1,524 | 404 | 36.1% | $8.90万 | 加仓 |
| DE | DEERE & CO | $34.22万 | 0.01% | 616 | 101 | 19.6% | $5.61万 | 加仓 |
| GLD | SPDR GOLD TR | $34.78万 | 0.02% | 839 | 1 | 0.1% | $415 | 加仓 |
| GILD | GILEAD SCIENCES INC | $35.16万 | 0.02% | 2,579 | 3 | 0.1% | $409 | 加仓 |
| NFLX | NETFLIX INC. | $35.55万 | 0.02% | 3,823 | -5,940 | -60.8% | -$55.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.85万 | 0.02% | 599 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $36.27万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.71万 | 0.02% | 3,108 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $37.39万 | 0.02% | 1,785 | 3 | 0.2% | $628 | 加仓 |
| IWO | ISHARES TR | $37.48万 | 0.02% | 1,245 | 477 | 62.1% | $14.36万 | 加仓 |
| V | VISA INC | $37.90万 | 0.02% | 1,265 | -42 | -3.2% | -$1.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.09万 | 0.02% | 791 | 171 | 27.6% | $8.45万 | 加仓 |
| DLO | DLOCAL LTD | $39.68万 | 0.02% | 32,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $40.12万 | 0.02% | 2,890 | -2 | -0.1% | -$278 | 减仓 |
| IWN | ISHARES TR | $42.06万 | 0.02% | 2,276 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $42.42万 | 0.02% | 4,605 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $42.66万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $42.72万 | 0.02% | 2,895 | 94 | 3.4% | $1.39万 | 加仓 |
| BIL | SPDR SERIES TRUST | $43.15万 | 0.02% | 4,709 | -1,974 | -29.5% | -$18.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.36万 | 0.02% | 3,065 | 155 | 5.3% | $2.24万 | 加仓 |
| VLO | VALERO ENERGY CORP | $45.55万 | 0.02% | 1,820 | 131 | 7.8% | $3.28万 | 加仓 |
| ETN | EATON CORP PLC | $45.79万 | 0.02% | 1,333 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $47.94万 | 0.02% | 4,410 | 4 | 0.1% | $435 | 加仓 |
| BAC | BANK AMERICA CORP | $49.82万 | 0.02% | 10,549 | 387 | 3.8% | $1.83万 | 加仓 |
| CAT | CATERPILLAR INC | $50.33万 | 0.02% | 754 | 31 | 4.3% | $2.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.08万 | 0.02% | 1,614 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $51.82万 | 0.02% | 1,038 | 167 | 19.2% | $8.34万 | 加仓 |
| PLD | PROLOGIS INC. | $51.90万 | 0.02% | 4,030 | 2 | 0.0% | $258 | 加仓 |
| IAU | ISHARES GOLD TR | $52.74万 | 0.02% | 6,210 | 296 | 5.0% | $2.51万 | 加仓 |
| TIP | ISHARES TR | $52.82万 | 0.02% | 4,787 | -329 | -6.4% | -$3.63万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $53.47万 | 0.02% | 17,882 | 1 | 0.0% | $30 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $55.14万 | 0.02% | 43,972 | 21,987 | 100.0% | $27.57万 | 加仓 |
| WMT | WALMART INC | $55.90万 | 0.02% | 4,526 | 494 | 12.3% | $6.10万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $58.55万 | 0.03% | 5,541 | 2,463 | 80.0% | $26.02万 | 加仓 |
| IUSG | ISHARES TR | $61.13万 | 0.03% | 4,100 | -48 | -1.2% | -$7,156 | 减仓 |
| SRE | SEMPRA | $61.22万 | 0.03% | 6,339 | 186 | 3.0% | $1.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $63.12万 | 0.03% | 4,389 | -57 | -1.3% | -$8,198 | 重新持有 |
| OEF | ISHARES TR | $64.20万 | 0.03% | 2,083 | 94 | 4.7% | $2.90万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $64.53万 | 0.03% | 3,556 | -28 | -0.8% | -$5,081 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $64.58万 | 0.03% | 2,043 | 35 | 1.7% | $1.11万 | 加仓 |
| MKL | MARKEL GROUP INC | $68.67万 | 0.03% | 364 | 15 | 4.3% | $2.83万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $70.30万 | 0.03% | 6,512 | 4,292 | 193.3% | $46.34万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $73.69万 | 0.03% | 3,471 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $76.84万 | 0.03% | 1,433 | 114 | 8.6% | $6.11万 | 加仓 |
| VDC | VANGUARD WORLD FD | $77.44万 | 0.03% | 3,456 | 1,842 | 114.1% | $41.27万 | 加仓 |
| D | DOMINION ENERGY INC | $80.87万 | 0.03% | 13,078 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $96.72万 | 0.04% | 4,813 | 414 | 9.4% | $8.32万 | 加仓 |
| IWM | ISHARES TR | $99.44万 | 0.04% | 4,150 | 1,378 | 49.7% | $33.02万 | 加仓 |
| ABBV | ABBVIE INC | $99.59万 | 0.04% | 4,673 | 88 | 1.9% | $1.88万 | 加仓 |
| — | EXXON MOBIL CORP | $102.72万 | 0.04% | 5,991 | 347 | 6.1% | $5.95万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $107.90万 | 0.05% | 22,616 | -8,146 | -26.5% | -$38.86万 | 减仓 |
| AVGO | BROADCOM INC | $110.84万 | 0.05% | 3,778 | 178 | 4.9% | $5.22万 | 加仓 |
| IEFA | ISHARES TR | $112.67万 | 0.05% | 12,848 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $117.43万 | 0.05% | 4,138 | 24 | 0.6% | $6,811 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.57万 | 0.05% | 2,582 | 472 | 22.4% | $22.41万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $124.64万 | 0.05% | 9,463 | 209 | 2.3% | $2.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.42万 | 0.06% | 1,349 | 195 | 16.9% | $19.43万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $137.23万 | 0.06% | 18,388 | -3 | -0.0% | -$224 | 减仓 |