Elm Partners Management LLC
Philadelphia PA · SEC CIK 0001743941
$27.87亿2026Q2 申报市值
161持仓数
71.0%前十大占比 · 第一大 15.5%
12 / 11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
VBIL 加仓+$1.50亿
VTI 加仓+$7,632.48万
VOO 加仓+$2,390.65万
VGSH 加仓+$2,359.49万
SCHH 加仓+$1,908.12万
2026Q2 卖出最多 按季末市值估算
SCHP 减仓-$8,685.40万
BND 减仓-$1,883.82万
IEMG 减仓-$813.43万
IEUR 减仓-$766.02万
SGOV 减仓-$722.35万
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 |
|---|---|---|---|---|---|---|---|---|
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,043 | -100.0% | -$64.58万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,389 | -100.0% | -$63.12万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -4,030 | -100.0% | -$51.90万 | 清仓 |
| DLO | DLOCAL LTD | $0 | 0.00% | 0 | -32,000 | -100.0% | -$39.68万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -224 | -100.0% | -$36.27万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -4,755 | -100.0% | -$30.97万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,341 | -100.0% | -$26.16万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -293 | -100.0% | -$23.66万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,712 | -100.0% | -$22.06万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,427 | -100.0% | -$21.77万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -2,708 | -100.0% | -$20.80万 | 清仓 |
| URA | GLOBAL X FDS | $20.48万 | 0.01% | 4,687 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $20.63万 | 0.01% | 4,059 | 4,059 | — | $20.63万 | 新建仓 |
| AFL | AFLAC INC | $20.67万 | 0.01% | 1,763 | 1,763 | — | $20.67万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.73万 | 0.01% | 6,484 | 5 | 0.1% | $160 | 加仓 |
| IJT | ISHARES TR | $20.78万 | 0.01% | 1,164 | 1,164 | — | $20.78万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.57万 | 0.01% | 2,241 | -243 | -9.8% | -$2.34万 | 减仓 |
| TJX | TJX COS INC NEW | $21.58万 | 0.01% | 1,424 | 11 | 0.8% | $1,667 | 加仓 |
| NFLX | NETFLIX INC. | $21.76万 | 0.01% | 3,047 | -776 | -20.3% | -$5.54万 | 减仓 |
| CSL | CARLISLE COS INC | $21.87万 | 0.01% | 603 | 603 | — | $21.87万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.17万 | 0.01% | 1,887 | 1,887 | — | $22.17万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $23.16万 | 0.01% | 16,781 | 21 | 0.1% | $290 | 加仓 |
| MCD | MCDONALDS CORP | $23.98万 | 0.01% | 887 | 2 | 0.2% | $541 | 加仓 |
| IJJ | ISHARES TR | $24.16万 | 0.01% | 1,636 | -15 | -0.9% | -$2,215 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $24.67万 | 0.01% | 638 | 1 | 0.2% | $387 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $24.84万 | 0.01% | 4,086 | -624 | -13.2% | -$3.79万 | 减仓 |
| EBAY | EBAY INC. | $25.23万 | 0.01% | 2,258 | 2,258 | — | $25.23万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $25.25万 | 0.01% | 5,330 | 0 | 0.0% | — | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.72万 | 0.01% | 3,255 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $26.58万 | 0.01% | 8,382 | 374 | 4.7% | $1.19万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.31万 | 0.01% | 1,510 | 9 | 0.6% | $1,628 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.51万 | 0.01% | 6,201 | 6,201 | — | $27.51万 | 新建仓 |
| EEM | ISHARES TR | $27.53万 | 0.01% | 4,025 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.68万 | 0.01% | 552 | 51 | 10.2% | $2.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.05万 | 0.01% | 1,692 | 338 | 25.0% | $5.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $28.60万 | 0.01% | 396 | 396 | — | $28.60万 | 新建仓 |
| LOW | LOWES COS INC | $28.88万 | 0.01% | 1,310 | 5 | 0.4% | $1,102 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.20万 | 0.01% | 3,441 | 23 | 0.7% | $2,019 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $30.52万 | 0.01% | 599 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $30.53万 | 0.01% | 1,979 | 83 | 4.4% | $1.28万 | 加仓 |
| KO | COCA COLA CO | $30.59万 | 0.01% | 3,765 | 828 | 28.2% | $6.73万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $31.19万 | 0.01% | 3,755 | -3 | -0.1% | -$249 | 减仓 |
| QQQ | INVESCO QQQ TR | $31.25万 | 0.01% | 424 | -3 | -0.7% | -$2,211 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.71万 | 0.01% | 638 | 2 | 0.3% | $994 | 加仓 |
| GLD | SPDR GOLD TR | $32.05万 | 0.01% | 870 | 31 | 3.7% | $1.14万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.76万 | 0.01% | 2,593 | 14 | 0.5% | $1,769 | 加仓 |
| IWS | ISHARES TR | $33.43万 | 0.01% | 2,031 | 85 | 4.4% | $1.40万 | 加仓 |
| VAW | VANGUARD WORLD FD | $34.98万 | 0.01% | 1,529 | 5 | 0.3% | $1,144 | 加仓 |
| VV | VANGUARD INDEX FDS | $36.46万 | 0.01% | 1,060 | 1,060 | — | $36.46万 | 新建仓 |
| IWO | ISHARES TR | $36.55万 | 0.01% | 928 | -317 | -25.5% | -$12.49万 | 减仓 |
| IJK | ISHARES TR | $37.75万 | 0.01% | 3,213 | -6 | -0.2% | -$705 | 减仓 |
| DE | DEERE & CO | $39.29万 | 0.01% | 619 | 3 | 0.5% | $1,904 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.32万 | 0.01% | 13,360 | 3,652 | 37.6% | $10.75万 | 加仓 |
| APH | AMPHENOL CORP | $40.04万 | 0.01% | 2,271 | 19 | 0.8% | $3,350 | 加仓 |
| MRK | MERCK & CO INC | $40.04万 | 0.01% | 3,116 | 8 | 0.3% | $1,028 | 加仓 |
| IWD | ISHARES TR | $41.17万 | 0.01% | 1,698 | -87 | -4.9% | -$2.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $41.86万 | 0.02% | 815 | 24 | 3.0% | $1.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.31万 | 0.02% | 1,666 | 377 | 29.2% | $9.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $42.45万 | 0.02% | 4,610 | 5 | 0.1% | $460 | 加仓 |
| ORCL | ORACLE CORP | $42.56万 | 0.02% | 2,904 | 14 | 0.5% | $2,052 | 加仓 |
| VST | VISTRA CORP | $44.55万 | 0.02% | 2,808 | -87 | -3.0% | -$1.38万 | 减仓 |
| V | VISA INC | $44.75万 | 0.02% | 1,304 | 39 | 3.1% | $1.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $45.08万 | 0.02% | 3,074 | 9 | 0.3% | $1,320 | 加仓 |
| VDE | VANGUARD WORLD FD | $46.50万 | 0.02% | 3,097 | 3,097 | — | $46.50万 | 新建仓 |
| IAU | ISHARES GOLD TR | $46.89万 | 0.02% | 6,210 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $47.40万 | 0.02% | 1,820 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $51.21万 | 0.02% | 5,588 | 879 | 18.7% | $8.05万 | 加仓 |
| WMT | WALMART INC | $51.47万 | 0.02% | 4,544 | 18 | 0.4% | $2,039 | 加仓 |
| VPU | VANGUARD WORLD FD | $53.94万 | 0.02% | 2,756 | 2,756 | — | $53.94万 | 新建仓 |
| LIN | LINDE PLC | $53.99万 | 0.02% | 1,040 | 2 | 0.2% | $1,038 | 加仓 |
| IWN | ISHARES TR | $54.22万 | 0.02% | 2,451 | 175 | 7.7% | $3.87万 | 加仓 |
| ETN | EATON CORP PLC | $56.97万 | 0.02% | 1,337 | 4 | 0.3% | $1,704 | 加仓 |
| SRE | SEMPRA | $58.81万 | 0.02% | 6,344 | 5 | 0.1% | $464 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $62.31万 | 0.02% | 17,900 | 18 | 0.1% | $627 | 加仓 |
| BAC | BANK OF AMER CORP | $63.45万 | 0.02% | 11,135 | 586 | 5.6% | $3.34万 | 加仓 |
| IVW | ISHARES TR | $63.92万 | 0.02% | 4,648 | 238 | 5.4% | $3.27万 | 加仓 |
| ASML | ASML HLDG NV | $67.86万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $68.27万 | 0.02% | 65,958 | 21,986 | 50.0% | $22.76万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $70.62万 | 0.03% | 3,574 | 18 | 0.5% | $3,557 | 加仓 |
| MKL | MARKEL GROUP INC | $71.09万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $76.21万 | 0.03% | 2,083 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $77.11万 | 0.03% | 4,100 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.42万 | 0.03% | 1,621 | 7 | 0.4% | $3,343 | 加仓 |
| — | EXXON MOBIL CORP | $77.65万 | 0.03% | 5,680 | -311 | -5.2% | -$4.25万 | 减仓 |
| META | META PLATFORMS INC | $80.00万 | 0.03% | 1,420 | -13 | -0.9% | -$7,324 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $80.24万 | 0.03% | 832 | 4 | 0.5% | $3,858 | 加仓 |
| CAT | CATERPILLAR INC | $80.50万 | 0.03% | 756 | 2 | 0.3% | $2,130 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $80.61万 | 0.03% | 2,408 | -16,645 | -87.4% | -$557.20万 | 减仓 |
| IWV | ISHARES TR | $83.19万 | 0.03% | 1,951 | 1,951 | — | $83.19万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $83.84万 | 0.03% | 3,450 | -21 | -0.6% | -$5,103 | 减仓 |
| VDC | VANGUARD WORLD FD | $87.94万 | 0.03% | 3,900 | 444 | 12.8% | $10.01万 | 加仓 |
| D | DOMINION ENERGY INC | $89.31万 | 0.03% | 13,078 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $89.76万 | 0.03% | 8,379 | 1,867 | 28.7% | $20.00万 | 加仓 |
| IWM | ISHARES TR | $101.85万 | 0.04% | 3,390 | -760 | -18.3% | -$22.83万 | 减仓 |
| TIP | ISHARES TR | $102.97万 | 0.04% | 9,410 | 4,623 | 96.6% | $50.59万 | 加仓 |
| IWF | ISHARES TR | $107.05万 | 0.04% | 8,621 | -747 | -8.0% | -$9.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $119.78万 | 0.04% | 9,463 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $121.17万 | 0.04% | 4,815 | 142 | 3.0% | $3.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.18万 | 0.04% | 2,462 | -120 | -4.6% | -$6.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $124.10万 | 0.04% | 1,075 | 235 | 28.0% | $27.13万 | 加仓 |