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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.99亿 | 12.94% | 960,162 | -35,856 | -3.6% | -$1,117.56万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.43亿 | 10.50% | 4,632,193 | 6,496 | 0.1% | $34.05万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.14亿 | 9.27% | 8,065,801 | 993,411 | 14.0% | $2,640.49万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.69亿 | 7.31% | 2,117,017 | -79,108 | -3.6% | -$631.84万 | 减仓 |
| ELM | SERIES PORTFOLIOS TR | $1.60亿 | 6.90% | 6,006,305 | 1,509,675 | 33.6% | $4,012.72万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1.39亿 | 6.03% | 1,842,620 | 1,733,722 | 1,592.1% | $1.31亿 | 加仓 |
| IEMG | ISHARES INC | $1.21亿 | 5.21% | 1,791,143 | 307,143 | 20.7% | $2,067.69万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1.16亿 | 5.00% | 1,225,262 | 17,430 | 1.4% | $164.56万 | 加仓 |
| IEUR | ISHARES TR | $7,625.71万 | 3.30% | 1,119,616 | 158,322 | 16.5% | $1,078.33万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,819.50万 | 2.95% | 1,165,925 | -162,784 | -12.3% | -$952.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,201.54万 | 2.68% | 106,752 | -13,682 | -11.4% | -$794.83万 | 减仓 |
| ITOT | ISHARES TR | $5,967.27万 | 2.58% | 431,442 | 27,174 | 6.7% | $375.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,478.35万 | 2.37% | 745,556 | -246,416 | -24.8% | -$1,810.67万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $4,436.03万 | 1.92% | 632,274 | 76,201 | 13.7% | $534.63万 | 加仓 |
| IPAC | ISHARES TR | $3,771.19万 | 1.63% | 507,836 | 18,306 | 3.7% | $135.94万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,760.35万 | 1.63% | 826,995 | -49,415 | -5.6% | -$224.69万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $2,939.57万 | 1.27% | 320,704 | 25,557 | 8.7% | $234.26万 | 加仓 |
| SGOV | ISHARES TR | $2,862.39万 | 1.24% | 284,362 | -194,722 | -40.6% | -$1,960.07万 | 减仓 |
| AGG | ISHARES TR | $2,730.44万 | 1.18% | 275,691 | -16,033 | -5.5% | -$158.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,687.16万 | 1.16% | 139,209 | 13,248 | 10.5% | $255.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,168.38万 | 0.94% | 85,423 | 10,578 | 14.1% | $268.51万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2,139.11万 | 0.93% | 1,010,445 | 383,133 | 61.1% | $811.09万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,868.23万 | 0.81% | 375,373 | -77,270 | -17.1% | -$384.57万 | 减仓 |
| STIP | ISHARES TR | $1,853.16万 | 0.80% | 179,257 | -249,346 | -58.2% | -$2,577.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,827.73万 | 0.79% | 110,658 | 526 | 0.5% | $8.69万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,571.74万 | 0.68% | 211,312 | 168,336 | 391.7% | $1,252.08万 | 加仓 |
| MUB | ISHARES TR | $1,487.49万 | 0.64% | 140,396 | 10,288 | 7.9% | $109.00万 | 加仓 |
| IVV | ISHARES TR | $936.08万 | 0.40% | 14,743 | 133 | 0.9% | $8.44万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $820.80万 | 0.35% | 93,988 | -2,035 | -2.1% | -$17.77万 | 减仓 |
| AAPL | APPLE INC | $636.08万 | 0.28% | 25,791 | 5,959 | 30.0% | $146.97万 | 加仓 |
| EWC | ISHARES INC | $598.68万 | 0.26% | 112,070 | -407 | -0.4% | -$2.17万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $585.88万 | 0.25% | 85,046 | 14,409 | 20.4% | $99.26万 | 加仓 |
| IUSV | ISHARES TR | $499.90万 | 0.22% | 49,756 | 4,623 | 10.2% | $46.45万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $472.87万 | 0.20% | 197,275 | 33,631 | 20.6% | $80.61万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $446.26万 | 0.19% | 19,053 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $443.82万 | 0.19% | 6,361 | 1,191 | 23.0% | $83.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $427.62万 | 0.18% | 6 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $391.42万 | 0.17% | 6,194 | -170 | -2.7% | -$10.74万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $372.30万 | 0.16% | 60,019 | 973 | 1.6% | $6.04万 | 加仓 |
| COHR | COHERENT CORP | $351.40万 | 0.15% | 15,998 | -4,000 | -20.0% | -$87.86万 | 减仓 |
| LLY | ELI LILLY & CO | $343.75万 | 0.15% | 3,877 | 40 | 1.0% | $3.55万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $342.86万 | 0.15% | 26,891 | -482 | -1.8% | -$6.15万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $288.62万 | 0.12% | 7,594 | -1,500 | -16.5% | -$57.01万 | 减仓 |
| VFH | VANGUARD WORLD FD | $277.56万 | 0.12% | 23,474 | -14,310 | -37.9% | -$169.20万 | 减仓 |
| IJR | ISHARES TR | $272.12万 | 0.12% | 22,514 | 1,469 | 7.0% | $17.76万 | 加仓 |
| BN | BROOKFIELD CORP | $270.31万 | 0.12% | 69,811 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $251.51万 | 0.11% | 52,008 | -5,376 | -9.4% | -$26.00万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $251.22万 | 0.11% | 103,002 | -3,825 | -3.6% | -$9.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $246.19万 | 0.11% | 10,377 | -401 | -3.7% | -$9.51万 | 减仓 |
| VCR | VANGUARD WORLD FD | $237.44万 | 0.10% | 6,829 | -667 | -8.9% | -$23.19万 | 减仓 |
| VIS | VANGUARD WORLD FD | $210.63万 | 0.09% | 6,977 | 95 | 1.4% | $2.87万 | 加仓 |
| VOX | VANGUARD WORLD FD | $207.86万 | 0.09% | 11,962 | -902 | -7.0% | -$15.67万 | 减仓 |
| GOOGL | ALPHABET INC | $201.88万 | 0.09% | 7,381 | 20 | 0.3% | $5,470 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $196.92万 | 0.09% | 70,129 | 34,314 | 95.8% | $96.35万 | 加仓 |
| VHT | VANGUARD WORLD FD | $194.82万 | 0.08% | 7,314 | -2,691 | -26.9% | -$71.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $192.55万 | 0.08% | 5,364 | 33 | 0.6% | $1.18万 | 加仓 |
| RTX | RTX CORPORATION | $176.63万 | 0.08% | 9,438 | 91 | 1.0% | $1.70万 | 加仓 |
| GOOG | ALPHABET INC | $164.39万 | 0.07% | 6,018 | 1,041 | 20.9% | $28.44万 | 加仓 |
| IVE | ISHARES TR | $162.18万 | 0.07% | 7,811 | 20 | 0.3% | $4,153 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $154.68万 | 0.07% | 9,877 | 2,088 | 26.8% | $32.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $153.91万 | 0.07% | 7,851 | -147 | -1.8% | -$2.88万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $152.19万 | 0.07% | 7,223 | 2,702 | 59.8% | $56.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $146.81万 | 0.06% | 3,361 | 947 | 39.2% | $41.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $144.95万 | 0.06% | 7,250 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $144.54万 | 0.06% | 19,868 | 10,706 | 116.9% | $77.89万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $137.23万 | 0.06% | 18,388 | -3 | -0.0% | -$224 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.42万 | 0.06% | 1,349 | 195 | 16.9% | $19.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $124.64万 | 0.05% | 9,463 | 209 | 2.3% | $2.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.57万 | 0.05% | 2,582 | 472 | 22.4% | $22.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.43万 | 0.05% | 4,138 | 24 | 0.6% | $6,811 | 加仓 |
| IEFA | ISHARES TR | $112.67万 | 0.05% | 12,848 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $110.84万 | 0.05% | 3,778 | 178 | 4.9% | $5.22万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $107.90万 | 0.05% | 22,616 | -8,146 | -26.5% | -$38.86万 | 减仓 |
| — | EXXON MOBIL CORP | $102.72万 | 0.04% | 5,991 | 347 | 6.1% | $5.95万 | 加仓 |
| ABBV | ABBVIE INC | $99.59万 | 0.04% | 4,673 | 88 | 1.9% | $1.88万 | 加仓 |
| IWM | ISHARES TR | $99.44万 | 0.04% | 4,150 | 1,378 | 49.7% | $33.02万 | 加仓 |
| AMZN | AMAZON COM INC | $96.72万 | 0.04% | 4,813 | 414 | 9.4% | $8.32万 | 加仓 |
| D | DOMINION ENERGY INC | $80.87万 | 0.03% | 13,078 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $77.44万 | 0.03% | 3,456 | 1,842 | 114.1% | $41.27万 | 加仓 |
| META | META PLATFORMS INC | $76.84万 | 0.03% | 1,433 | 114 | 8.6% | $6.11万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $73.69万 | 0.03% | 3,471 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $70.30万 | 0.03% | 6,512 | 4,292 | 193.3% | $46.34万 | 加仓 |
| MKL | MARKEL GROUP INC | $68.67万 | 0.03% | 364 | 15 | 4.3% | $2.83万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $64.58万 | 0.03% | 2,043 | 35 | 1.7% | $1.11万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $64.53万 | 0.03% | 3,556 | -28 | -0.8% | -$5,081 | 减仓 |
| OEF | ISHARES TR | $64.20万 | 0.03% | 2,083 | 94 | 4.7% | $2.90万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $63.12万 | 0.03% | 4,389 | -57 | -1.3% | -$8,198 | 重新持有 |
| SRE | SEMPRA | $61.22万 | 0.03% | 6,339 | 186 | 3.0% | $1.80万 | 加仓 |
| IUSG | ISHARES TR | $61.13万 | 0.03% | 4,100 | -48 | -1.2% | -$7,156 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $58.55万 | 0.03% | 5,541 | 2,463 | 80.0% | $26.02万 | 加仓 |
| WMT | WALMART INC | $55.90万 | 0.02% | 4,526 | 494 | 12.3% | $6.10万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $55.14万 | 0.02% | 43,972 | 21,987 | 100.0% | $27.57万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $53.47万 | 0.02% | 17,882 | 1 | 0.0% | $30 | 加仓 |
| TIP | ISHARES TR | $52.82万 | 0.02% | 4,787 | -329 | -6.4% | -$3.63万 | 减仓 |
| IAU | ISHARES GOLD TR | $52.74万 | 0.02% | 6,210 | 296 | 5.0% | $2.51万 | 加仓 |
| PLD | PROLOGIS INC. | $51.90万 | 0.02% | 4,030 | 2 | 0.0% | $258 | 加仓 |
| LIN | LINDE PLC | $51.82万 | 0.02% | 1,038 | 167 | 19.2% | $8.34万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.08万 | 0.02% | 1,614 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $50.33万 | 0.02% | 754 | 31 | 4.3% | $2.07万 | 加仓 |
| BAC | BANK AMERICA CORP | $49.82万 | 0.02% | 10,549 | 387 | 3.8% | $1.83万 | 加仓 |