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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4.32亿 | 15.49% | 1,166,423 | 206,261 | 21.5% | $7,632.48万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2.89亿 | 10.38% | 3,821,836 | 1,979,216 | 107.4% | $1.50亿 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.70亿 | 9.68% | 4,517,800 | -114,393 | -2.5% | -$682.81万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.06亿 | 7.40% | 2,330,086 | 213,069 | 10.1% | $1,886.51万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $1.81亿 | 6.49% | 6,168,649 | 162,344 | 2.7% | $475.60万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1.45亿 | 5.19% | 1,250,547 | 25,285 | 2.1% | $292.52万 | 加仓 |
| IEMG | ISHARES INC | $1.40亿 | 5.03% | 1,692,950 | -98,193 | -5.5% | -$813.43万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.27亿 | 4.55% | 4,788,290 | -3,277,511 | -40.6% | -$8,685.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9,722.49万 | 3.49% | 141,560 | 34,808 | 32.6% | $2,390.65万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $9,145.17万 | 3.28% | 1,571,335 | 405,410 | 34.8% | $2,359.49万 | 加仓 |
| IEUR | ISHARES TR | $7,650.13万 | 2.75% | 1,017,711 | -101,905 | -9.1% | -$766.02万 | 减仓 |
| ITOT | ISHARES TR | $6,683.56万 | 2.40% | 406,864 | -24,578 | -5.7% | -$403.74万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $5,106.15万 | 1.83% | 656,570 | 24,296 | 3.8% | $188.95万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $5,042.93万 | 1.81% | 973,914 | 146,919 | 17.8% | $760.75万 | 加仓 |
| IPAC | ISHARES TR | $4,373.67万 | 1.57% | 533,830 | 25,994 | 5.1% | $212.97万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $4,300.85万 | 1.54% | 1,816,239 | 805,794 | 79.7% | $1,908.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,589.30万 | 1.29% | 488,939 | -256,617 | -34.4% | -$1,883.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,581.21万 | 1.29% | 164,329 | 25,120 | 18.0% | $547.44万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $3,151.25万 | 1.13% | 317,028 | -3,676 | -1.1% | -$36.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,855.88万 | 1.02% | 94,216 | 8,793 | 10.3% | $266.53万 | 加仓 |
| AGG | ISHARES TR | $2,336.63万 | 0.84% | 236,071 | -39,620 | -14.4% | -$392.16万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,297.14万 | 0.82% | 261,395 | 50,083 | 23.7% | $440.13万 | 加仓 |
| SGOV | ISHARES TR | $2,140.32万 | 0.77% | 212,608 | -71,754 | -25.2% | -$722.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,139.06万 | 0.77% | 106,905 | -3,753 | -3.4% | -$75.09万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,846.47万 | 0.66% | 191,483 | 97,495 | 103.7% | $940.14万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,353.22万 | 0.49% | 267,541 | -107,832 | -28.7% | -$545.41万 | 减仓 |
| STIP | ISHARES TR | $1,179.58万 | 0.42% | 115,464 | -63,793 | -35.6% | -$651.71万 | 减仓 |
| IVV | ISHARES TR | $1,137.29万 | 0.41% | 15,186 | 443 | 3.0% | $33.18万 | 加仓 |
| MUB | ISHARES TR | $1,113.15万 | 0.40% | 103,433 | -36,963 | -26.3% | -$397.80万 | 减仓 |
| AAPL | APPLE INC | $757.59万 | 0.27% | 26,182 | 391 | 1.5% | $11.31万 | 加仓 |
| VGT | VANGUARD WORLD FD | $755.49万 | 0.27% | 63,210 | 12,322 | 24.2% | $147.27万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $696.87万 | 0.25% | 85,046 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $631.10万 | 0.23% | 109,490 | -2,580 | -2.3% | -$14.87万 | 减仓 |
| IUSV | ISHARES TR | $612.11万 | 0.22% | 55,571 | 5,815 | 11.7% | $64.05万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $583.55万 | 0.21% | 30,630 | 3,739 | 13.9% | $71.23万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $579.66万 | 0.21% | 7,596 | 2 | 0.0% | $1,526 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $554.43万 | 0.20% | 200,155 | 2,880 | 1.5% | $7.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $468.82万 | 0.17% | 65,799 | 5,780 | 9.6% | $41.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $461.68万 | 0.17% | 6,182 | -12 | -0.2% | -$8,962 | 减仓 |
| LLY | ELI LILLY & CO | $460.92万 | 0.17% | 3,843 | -34 | -0.9% | -$4.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $456.44万 | 0.16% | 7,857 | 6 | 0.1% | $3,486 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.16% | 6 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $443.64万 | 0.16% | 29,913 | 7,399 | 32.9% | $109.73万 | 加仓 |
| VFH | VANGUARD WORLD FD | $386.27万 | 0.14% | 29,352 | 5,878 | 25.0% | $77.35万 | 加仓 |
| VIS | VANGUARD WORLD FD | $340.46万 | 0.12% | 9,447 | 2,470 | 35.4% | $89.02万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $322.11万 | 0.12% | 60,083 | 8,075 | 15.5% | $43.29万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $314.76万 | 0.11% | 7,264 | 14 | 0.2% | $6,066 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $298.04万 | 0.11% | 102,915 | -87 | -0.1% | -$2,520 | 减仓 |
| BN | BROOKFIELD CORP | $297.33万 | 0.11% | 69,812 | 1 | 0.0% | $43 | 加仓 |
| COHR | COHERENT CORP | $284.32万 | 0.10% | 7,208 | -8,790 | -54.9% | -$346.72万 | 减仓 |
| VOX | VANGUARD WORLD FD | $276.56万 | 0.10% | 15,034 | 3,072 | 25.7% | $56.51万 | 加仓 |
| VCR | VANGUARD WORLD FD | $269.38万 | 0.10% | 6,792 | -37 | -0.5% | -$1.47万 | 减仓 |
| GOOGL | ALPHABET INC | $265.45万 | 0.10% | 7,428 | 47 | 0.6% | $1.68万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $261.62万 | 0.09% | 9,303 | -1,074 | -10.3% | -$30.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $259.62万 | 0.09% | 71,857 | 1,728 | 2.5% | $6.24万 | 加仓 |
| VHT | VANGUARD WORLD FD | $257.78万 | 0.09% | 8,621 | 1,307 | 17.9% | $39.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $242.78万 | 0.09% | 6,508 | 1,144 | 21.3% | $42.68万 | 加仓 |
| GOOG | ALPHABET INC | $231.90万 | 0.08% | 6,563 | 545 | 9.1% | $19.26万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $202.97万 | 0.07% | 10,958 | 1,081 | 10.9% | $20.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $195.51万 | 0.07% | 22,697 | 2,531 | 12.6% | $21.80万 | 加仓 |
| RTX | RTX CORPORATION | $179.10万 | 0.06% | 9,440 | 2 | 0.0% | $379 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $176.02万 | 0.06% | 7,439 | 216 | 3.0% | $5.11万 | 加仓 |
| IVE | ISHARES TR | $175.86万 | 0.06% | 7,745 | -66 | -0.8% | -$1.50万 | 减仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $169.31万 | 0.06% | 32,895 | 10,279 | 45.5% | $52.91万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $166.40万 | 0.06% | 19,868 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $161.82万 | 0.06% | 18,928 | 540 | 2.9% | $4.62万 | 加仓 |
| AVGO | BROADCOM INC | $159.32万 | 0.06% | 4,217 | 439 | 11.6% | $16.59万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $159.02万 | 0.06% | 13,559 | 8,018 | 144.7% | $94.04万 | 加仓 |
| IEFA | ISHARES TR | $149.67万 | 0.05% | 15,497 | 2,649 | 20.6% | $25.58万 | 加仓 |
| AMZN | AMAZON COM INC | $144.88万 | 0.05% | 6,079 | 1,266 | 26.3% | $30.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $135.45万 | 0.05% | 4,138 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $126.34万 | 0.05% | 1,351 | 2 | 0.1% | $1,870 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $124.10万 | 0.04% | 1,075 | 235 | 28.0% | $27.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.18万 | 0.04% | 2,462 | -120 | -4.6% | -$6.00万 | 减仓 |
| ABBV | ABBVIE INC | $121.17万 | 0.04% | 4,815 | 142 | 3.0% | $3.57万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $119.78万 | 0.04% | 9,463 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $107.05万 | 0.04% | 8,621 | -747 | -8.0% | -$9.28万 | 减仓 |
| TIP | ISHARES TR | $102.97万 | 0.04% | 9,410 | 4,623 | 96.6% | $50.59万 | 加仓 |
| IWM | ISHARES TR | $101.85万 | 0.04% | 3,390 | -760 | -18.3% | -$22.83万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $89.76万 | 0.03% | 8,379 | 1,867 | 28.7% | $20.00万 | 加仓 |
| D | DOMINION ENERGY INC | $89.31万 | 0.03% | 13,078 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $87.94万 | 0.03% | 3,900 | 444 | 12.8% | $10.01万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $83.84万 | 0.03% | 3,450 | -21 | -0.6% | -$5,103 | 减仓 |
| IWV | ISHARES TR | $83.19万 | 0.03% | 1,951 | 1,951 | — | $83.19万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $80.61万 | 0.03% | 2,408 | -16,645 | -87.4% | -$557.20万 | 减仓 |
| CAT | CATERPILLAR INC | $80.50万 | 0.03% | 756 | 2 | 0.3% | $2,130 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $80.24万 | 0.03% | 832 | 4 | 0.5% | $3,858 | 加仓 |
| META | META PLATFORMS INC | $80.00万 | 0.03% | 1,420 | -13 | -0.9% | -$7,324 | 减仓 |
| — | EXXON MOBIL CORP | $77.65万 | 0.03% | 5,680 | -311 | -5.2% | -$4.25万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.42万 | 0.03% | 1,621 | 7 | 0.4% | $3,343 | 加仓 |
| IUSG | ISHARES TR | $77.11万 | 0.03% | 4,100 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $76.21万 | 0.03% | 2,083 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $71.09万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $70.62万 | 0.03% | 3,574 | 18 | 0.5% | $3,557 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $68.27万 | 0.02% | 65,958 | 21,986 | 50.0% | $22.76万 | 加仓 |
| ASML | ASML HLDG NV | $67.86万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $63.92万 | 0.02% | 4,648 | 238 | 5.4% | $3.27万 | 加仓 |
| BAC | BANK OF AMER CORP | $63.45万 | 0.02% | 11,135 | 586 | 5.6% | $3.34万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $62.31万 | 0.02% | 17,900 | 18 | 0.1% | $627 | 加仓 |
| SRE | SEMPRA | $58.81万 | 0.02% | 6,344 | 5 | 0.1% | $464 | 加仓 |