10Elms LLP
TULSA OK · SEC CIK 0002056650
$2.36亿2026Q2 申报市值
524持仓数
40.4%前十大占比 · 第一大 10.8%
63 / 20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
IEFA 加仓+$755.79万
USMV 加仓+$346.03万
BND 加仓+$331.92万
VTV 加仓+$307.80万
XLK 加仓+$258.34万
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$36.34万
BX 减仓-$22.19万
TARRANT CNTY TEX 清仓-$10.02万
VUG 清仓-$8.74万
EIX 清仓-$7.31万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | $2,563.91万 | 10.85% | 265,471 | 78,255 | 41.8% | $755.79万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,228.93万 | 5.20% | 64,504 | 13,560 | 26.6% | $258.34万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $963.00万 | 4.08% | 116,248 | 15,640 | 15.5% | $129.56万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $929.91万 | 3.94% | 96,403 | 35,873 | 59.3% | $346.03万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $764.82万 | 3.24% | 35,821 | 14,416 | 67.3% | $307.80万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $755.38万 | 3.20% | 102,899 | 45,215 | 78.4% | $331.92万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $669.06万 | 2.83% | 30,491 | 11,577 | 61.2% | $254.03万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $589.48万 | 2.49% | 7,894 | 1,509 | 23.6% | $112.68万 | 加仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $562.41万 | 2.38% | 35,447 | 981 | 2.8% | $15.56万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $516.03万 | 2.18% | 15,052 | 3,902 | 35.0% | $133.77万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $494.20万 | 2.09% | 203,963 | 96,961 | 90.6% | $234.94万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $493.39万 | 2.09% | 195,400 | 88,095 | 82.1% | $222.44万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $477.31万 | 2.02% | 89,034 | 23,558 | 36.0% | $126.29万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $461.21万 | 1.95% | 199,139 | 101,718 | 104.4% | $235.58万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $445.62万 | 1.89% | 183,989 | 85,935 | 87.6% | $208.13万 | 加仓 |
| SCHD | SCHWAB U S DIVIDEND EQUITY ETF | $436.31万 | 1.85% | 137,593 | 31,661 | 29.9% | $100.40万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $435.41万 | 1.84% | 23,507 | 4,080 | 21.0% | $75.57万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $398.55万 | 1.69% | 16,843 | 7,171 | 74.1% | $169.69万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $381.10万 | 1.61% | 12,684 | 1,242 | 10.9% | $37.32万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $375.82万 | 1.59% | 77,601 | 22,220 | 40.1% | $107.61万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U S SMALL COMPANY ETF | $367.69万 | 1.56% | 96,609 | 29,968 | 45.0% | $114.06万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS HIGH DIV YLD | $348.96万 | 1.48% | 35,294 | 8,294 | 30.7% | $82.01万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $343.27万 | 1.45% | 111,271 | 59,686 | 115.7% | $184.13万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $313.47万 | 1.33% | 143,793 | 55,368 | 62.6% | $120.70万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $308.82万 | 1.31% | 26,332 | 8,881 | 50.9% | $104.15万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $295.61万 | 1.25% | 4,613 | 728 | 18.7% | $46.65万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $288.24万 | 1.22% | 26,906 | 4,326 | 19.2% | $46.34万 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $276.60万 | 1.17% | 53,929 | 10,643 | 24.6% | $54.59万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $274.28万 | 1.16% | 13,727 | -230 | -1.6% | -$4.60万 | 减仓 |
| CAT | CATERPILLAR INC | $251.70万 | 1.07% | 2,364 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $231.87万 | 0.98% | 111,263 | 44,729 | 67.2% | $93.22万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $204.39万 | 0.86% | 24,605 | 3,009 | 13.9% | $25.00万 | 加仓 |
| IBHF | ISHARES IBONDS 2026 TERMHIGH YIELD AND INCOME ETF | $184.97万 | 0.78% | 81,664 | 50,718 | 163.9% | $114.88万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $170.36万 | 0.72% | 4,604 | -11 | -0.2% | -$4,070 | 减仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $162.41万 | 0.69% | 64,472 | 21,448 | 49.9% | $54.03万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $150.45万 | 0.64% | 2,009 | 242 | 13.7% | $18.12万 | 加仓 |
| EMB | ISHARES J P MORGAN USD EMERGING MARKETS BOND ETF | $149.41万 | 0.63% | 15,493 | 3,637 | 30.7% | $35.07万 | 加仓 |
| MINT | PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD | $118.83万 | 0.50% | 11,788 | 10,513 | 824.5% | $105.98万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $117.32万 | 0.50% | 22,089 | 1,977 | 9.8% | $10.50万 | 加仓 |
| GSY | POWERSHARES ACTIVELY MANAGED ULTRA SHRT DUR | $117.21万 | 0.50% | 23,372 | 20,750 | 791.4% | $104.06万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $115.77万 | 0.49% | 25,533 | 2,529 | 11.0% | $11.47万 | 加仓 |
| DVYE | ISHARES EMERGING MARKETSDIVIDEND ETF | $110.27万 | 0.47% | 34,214 | 7,214 | 26.7% | $23.25万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $109.54万 | 0.46% | 21,550 | 2,728 | 14.5% | $13.87万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $104.25万 | 0.44% | 2,917 | 297 | 11.3% | $10.61万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $101.81万 | 0.43% | 27,695 | 1,016 | 3.8% | $3.73万 | 加仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $100.78万 | 0.43% | 22,889 | 3,247 | 16.5% | $14.30万 | 加仓 |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | $87.85万 | 0.37% | 34,600 | 8,600 | 33.1% | $21.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | $84.27万 | 0.36% | 10,663 | 8,996 | 539.7% | $71.10万 | 加仓 |
| ITA | ISHARES U S AEROSPACE &DEFENSE ETF | $83.86万 | 0.35% | 3,459 | 1,410 | 68.8% | $34.19万 | 加仓 |
| IBDY | SHARES IBONDS DEC 2033 TERM CORPORATE ETF | $83.21万 | 0.35% | 32,320 | 9,930 | 44.4% | $25.56万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $79.15万 | 0.33% | 2,240 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $73.01万 | 0.31% | 3,063 | 218 | 7.7% | $5.20万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $72.51万 | 0.31% | 8,658 | 507 | 6.2% | $4.25万 | 加仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $71.78万 | 0.30% | 28,060 | 7,000 | 33.2% | $17.91万 | 加仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $71.67万 | 0.30% | 28,194 | 800 | 2.9% | $2.03万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $65.90万 | 0.28% | 6,022 | 1,359 | 29.1% | $14.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $64.68万 | 0.27% | 1,976 | 112 | 6.0% | $3.67万 | 加仓 |
| ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | $63.79万 | 0.27% | 16,742 | 6,364 | 61.3% | $24.25万 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $63.06万 | 0.27% | 24,594 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $61.49万 | 0.26% | 5,638 | 162 | 3.0% | $1.77万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLD LP | $54.78万 | 0.23% | 15,553 | 93 | 0.6% | $3,275 | 加仓 |
| PFFD | GLOBAL X U S PREFERRED ETF | $54.37万 | 0.23% | 29,092 | 6,082 | 26.4% | $11.37万 | 加仓 |
| BX | BLACKSTONE INC | $53.94万 | 0.23% | 4,584 | -1,886 | -29.1% | -$22.19万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $53.69万 | 0.23% | 12,343 | 600 | 5.1% | $2.61万 | 加仓 |
| — | BOA 7 25 SR L 7 25 PFDCONV SER L | $52.31万 | 0.22% | 417 | 6 | 1.5% | $7,527 | 加仓 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $47.45万 | 0.20% | 6,660 | 6,660 | — | $47.45万 | 新建仓 |
| IHAK | ISHARES CYBERSECURITY AND TECH ETF | $43.76万 | 0.19% | 7,207 | 1,231 | 20.6% | $7.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $43.23万 | 0.18% | 864 | 135 | 18.5% | $6.76万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $42.13万 | 0.18% | 5,624 | 5,415 | 2,590.9% | $40.56万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $41.80万 | 0.18% | 5,227 | 142 | 2.8% | $1.14万 | 加仓 |
| PSX | PHILLIPS 66 | $39.51万 | 0.17% | 2,337 | 983 | 72.6% | $16.62万 | 加仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $39.47万 | 0.17% | 15,150 | 11,600 | 326.8% | $30.22万 | 加仓 |
| QCOM | QUALCOMM INC | $39.08万 | 0.17% | 2,115 | -1,967 | -48.2% | -$36.34万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | $38.84万 | 0.16% | 6,673 | 6,673 | — | $38.84万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $38.51万 | 0.16% | 2,025 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.03万 | 0.16% | 1,019 | 201 | 24.6% | $7.50万 | 加仓 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $37.85万 | 0.16% | 7,860 | 97 | 1.2% | $4,671 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $37.13万 | 0.16% | 3,450 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $35.68万 | 0.15% | 1,783 | -130 | -6.8% | -$2.60万 | 减仓 |
| WFC | WELLS FARGO & CO | $35.38万 | 0.15% | 4,281 | 310 | 7.8% | $2.56万 | 加仓 |
| — | NORTH TEX TWY AUTH 4 39TOLL TRAN DUE 01/01/39 | $35.00万 | 0.15% | 350,000 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $34.78万 | 0.15% | 3,860 | 3,345 | 649.5% | $30.14万 | 加仓 |
| AVGO | BROADCOM INC | $34.60万 | 0.15% | 916 | 136 | 17.4% | $5.14万 | 加仓 |
| AAPL | APPLE INC | $32.76万 | 0.14% | 1,132 | 718 | 173.4% | $20.78万 | 加仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $32.68万 | 0.14% | 3,302 | 1,027 | 45.1% | $10.16万 | 加仓 |
| AMGN | AMGEN INC | $31.30万 | 0.13% | 864 | 58 | 7.2% | $2.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.03万 | 0.13% | 1,183 | 198 | 20.1% | $5.03万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $29.31万 | 0.12% | 1,506 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $27.56万 | 0.12% | 2,036 | -151 | -6.9% | -$2.04万 | 减仓 |
| WMB | WILLIAMS COS INC | $26.48万 | 0.11% | 3,562 | 265 | 8.0% | $1.97万 | 加仓 |
| KKR | KKR & CO INC | $25.73万 | 0.11% | 2,803 | -98 | -3.4% | -$8,996 | 减仓 |
| — | AUSTIN TEX CMNTY CO 4 35COLL EDUC DUE 08/01/35XTRO | $25.12万 | 0.11% | 250,000 | 0 | 0.0% | — | 不变 |
| — | BURLESON TEX WTR & 4 30WRSR UTIL DUE 03/01/30 | $25.00万 | 0.11% | 250,000 | 0 | 0.0% | — | 不变 |
| — | NEW YORK ST DORM AU 5 45UNIV EDUC DUE 07/01/45 | $25.00万 | 0.11% | 250,000 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED | $24.99万 | 0.11% | 6,842 | 3,918 | 134.0% | $14.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $22.31万 | 0.09% | 6,978 | -500 | -6.7% | -$1.60万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $21.43万 | 0.09% | 2,660 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $20.23万 | 0.09% | 7,820 | 1,000 | 14.7% | $2.59万 | 加仓 |
| — | SEDGWICK CNTY KANS 4 29FAC BLDG DUE 08/01/29 | $20.02万 | 0.08% | 200,000 | 0 | 0.0% | — | 不变 |
| — | BANCROFT 5 3 5 375 PFDPFD SER A | $18.30万 | 0.08% | 8,791 | 0 | 0.0% | — | 不变 |