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 |
|---|---|---|---|---|---|---|---|---|
| — | OK DFA LSE 4 28IMPT EDUC DUE 06/01/28XTRO | $1.00万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PHILLIPS 66 CO 4 95 27 DUE 12/01/27 | $1.01万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA ST UNIV AG 4 39PUB EDUC DUE 09/01/39 | $1.01万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CANADIAN IMPER5 001 28F DUE 04/28/28 | $1.01万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACHS G 5 30 DUE 11/15/30 | $1.01万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THE WILLIAMS COMP 5 3 28 DUE 08/15/28 | $1.01万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CLINTON OKLA PUB WK 4 34LEAS SCH DUE 10/01/34OID XTRO | $1.02万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ALBANY-DOUGHERTY GA 4 32STHG EDUC DUE 06/01/32XTRO | $1.02万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ONEOK, INC 5 65 28 DUE 11/01/28 | $1.02万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $1.11万 | 0.00% | 1,056 | 1,056 | — | $1.11万 | 新建仓 |
| — | RIVERNORTH OPPTY 6 PFDPFD SER A | $1.11万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $1.12万 | 0.00% | 500 | 500 | — | $1.12万 | 新建仓 |
| — | NEW YORK N Y CIT 3 05 49MULT HSG DUE 11/01/49XTRO | $1.14万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH F | $1.17万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $1.18万 | 0.00% | 29 | 29 | — | $1.18万 | 新建仓 |
| — | APPALACHIAN ST 3 375 32PUB EDUC DUE 07/15/32OID | $1.20万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN RESOURCE 1 6 30 DUE 10/30/30 | $1.23万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC COM USD0 10 | $1.26万 | 0.01% | 200 | 200 | — | $1.26万 | 新建仓 |
| BAC | BANK AMERICA CORP COM | $1.26万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1.27万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC 2 32 DUE 08/18/32 | $1.27万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U S LARGE-CAP GROWTH ETF | $1.33万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| — | FORTINET, INC 2 2 31 DUE 03/15/31 | $1.33万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $1.34万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY F STEP 29 DUE 10/29/29MULTI STEP CPN | $1.38万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK 3 75 26CD FDIC INS DUE 08/21/26US | $1.40万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | ILLINOIS HSG DEV 1 4 29SING HSG DUE 10/01/29XTRO | $1.41万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACHS G 2 28 DUE 05/17/28 | $1.43万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST STATE STREET US SMALL CAP LOW VOLATILITY INDEX ETF | $1.43万 | 0.01% | 91 | 56 | 160.0% | $8,800 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $1.45万 | 0.01% | 41 | 41 | — | $1.45万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $1.46万 | 0.01% | 39 | 39 | — | $1.46万 | 新建仓 |
| — | KANSAS ST DEV F 3 125 35PUB EDUC DUE 03/01/35OID XTRO | $1.46万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NEW ORLEANS LA 3 32GO UTX DUE 12/01/32 | $1.46万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | KANSAS ST DEV FIN A 3 33PUB EDUC DUE 03/01/33OID XTRO | $1.47万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $1.47万 | 0.01% | 103 | 103 | — | $1.47万 | 新建仓 |
| — | TOPEKA KANS 2 27DB UTX DUE 08/15/27 | $1.47万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY OKLA R 2 9 26PUB EDUC DUE 07/01/26TAXBL | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY N C WILM 4 34STHG EDUC DUE 06/01/34XTRO | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | PORT FREEPORT T 4 125 32PA TRAN DUE 06/01/32OID | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | THE TORONTO-DO5 532 26F DUE 07/17/26 | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | JEFFERIES FINL G 4 85 27 DUE 01/15/27 | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACH 5 25 26 DUE 09/15/26 | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | WALLER CNTY TEX MUN 4 35GO UTX DUE 09/01/35 | $1.52万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC COM | $1.55万 | 0.01% | 1,817 | 1,817 | — | $1.55万 | 新建仓 |
| — | AVONDALE MICH SCH D 4 32GO UTX DUE 05/01/32 | $1.56万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $1.58万 | 0.01% | 52 | 52 | — | $1.58万 | 新建仓 |
| SDY | SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF | $1.60万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES INTL AGGREGATE BOND | $1.62万 | 0.01% | 321 | 116 | 56.6% | $5,865 | 加仓 |
| IBHH | ISHARES IBONDS 2028 TERMHIGH YIELD AND INCOME ETF | $1.65万 | 0.01% | 700 | 700 | — | $1.65万 | 新建仓 |
| PFE | PFIZER INC | $1.69万 | 0.01% | 700 | 200 | 40.0% | $4,816 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.69万 | 0.01% | 74 | 74 | — | $1.69万 | 新建仓 |
| — | NTNL RURAL UTILI 1 35 31 DUE 03/15/31 | $1.73万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.73万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH/DO 4 75 PFDPFD SER B | $1.75万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $1.76万 | 0.01% | 103 | 103 | — | $1.76万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM USD0 20 | $1.79万 | 0.01% | 53 | 53 | — | $1.79万 | 新建仓 |
| BLK | BLACKROCK INC COM | $1.83万 | 0.01% | 19 | 19 | — | $1.83万 | 新建仓 |
| AOR | ISHARES TRUST CORE 60/40 BALANCED ALLOCATION ETF | $1.83万 | 0.01% | 264 | 264 | — | $1.83万 | 新建仓 |
| ITW | ILLINOIS TOOL WORKS INC COM | $1.87万 | 0.01% | 69 | 69 | — | $1.87万 | 新建仓 |
| — | THE GOLDMAN SACHS G 2 28 DUE 12/15/28 | $1.88万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY HAWAI 3 65 31PUB EDUC DUE 10/01/31XTRO TAXBL | $1.92万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM USD0 01 | $1.92万 | 0.01% | 219 | 219 | — | $1.92万 | 新建仓 |
| KO | THE COCA-COLA CO | $1.95万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| — | PUBLIC STORAG 5 05 PFDPFD SER G | $1.95万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WILMINGTON N C 4 1 32GO UTX DUE 06/01/32TAXBL | $1.97万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | NEW HAVEN MICH C 2 76 27GO UTX DUE 05/01/27TAXBL | $1.98万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | THE TORONTO-DOMI1 1 26F DUE 09/20/26 | $1.99万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACH 1 45 26 DUE 09/14/26 | $1.99万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SCAGO EDL FACS 4 118 26IMPT SCH DUE 12/01/26XTRO TAXBL BUILD AMERICA | $2.00万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS BAN 3 7 26CD FDIC INS DUE 09/23/26US | $2.00万 | 0.01% | 20,000 | 20,000 | — | $2.00万 | 新建仓 |
| — | BANK OF AMERICA, NA 4 27CD FDIC INS DUE 03/23/27US | $2.00万 | 0.01% | 20,000 | 20,000 | — | $2.00万 | 新建仓 |
| — | GABELLI EQUITY T 5 PFDPFD SER K | $2.00万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | RICHMOND CNTY GA HO 3 32SYST HLTH DUE 01/01/32OID XTRO | $2.00万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | GRAND RIVER DAM AUT 4 38ELEC UTIL DUE 06/01/38 | $2.00万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | DUKE ENERGY CORP 5 27 DUE 12/08/27 | $2.01万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | TOYOTA MOTOR CRE 5 45 27 DUE 11/10/27 | $2.03万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC COM USD0 50 | $2.05万 | 0.01% | 93 | 93 | — | $2.05万 | 新建仓 |
| — | CARTER CNTY OKLA PU 4 29LEAS SCH DUE 12/01/29XTRO | $2.07万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| — | KANNAPOLIS N C 2 153 33MUNI PKG DUE 04/01/33TAXBL | $2.14万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI DVD 5 375 PFDPFD SER H | $2.15万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N V F | $2.17万 | 0.01% | 3,787 | 0 | 0.0% | — | 不变 |
| — | UNION CNTY N C 1 375 30WRSR UTIL DUE 06/01/30 | $2.27万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | PRUDENTIAL FINL 4 05 34 DUE 11/15/34 | $2.29万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR NASDAQ 100 TECH INDX SHS | $2.34万 | 0.01% | 70 | 70 | — | $2.34万 | 新建仓 |
| — | VEREIT OPERATING 2 2 28 DUE 06/15/28 | $2.34万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $2.37万 | 0.01% | 42 | 42 | — | $2.37万 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET | $2.40万 | 0.01% | 477 | 73 | 18.1% | $3,667 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2.42万 | 0.01% | 165 | 65 | 65.0% | $9,532 | 加仓 |
| — | EXXON MOBIL CORP | $2.42万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA ST WTR RES 3 35WRSR UTIL DUE 10/01/35OID XTRO | $2.42万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACH 1 55 27 DUE 07/29/27 | $2.42万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | LOUISIANA PUB FACS 3 31SYST HLTH DUE 05/15/31OID XTRO | $2.43万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC COM EUR0 001 | $2.44万 | 0.01% | 47 | 47 | — | $2.44万 | 新建仓 |
| — | UNIVERSITY OKLA REV 3 33PUB EDUC DUE 07/01/33OID | $2.44万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | LANSING MICH TA 3 655 29DB UTX DUE 06/01/29TAXBL | $2.44万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR LIFEPATH TGT2035 | $2.44万 | 0.01% | 666 | 666 | — | $2.44万 | 新建仓 |
| — | GEORGIA ST HSG & 2 45 28SING HSG DUE 12/01/28XTRO | $2.46万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY 1 875 27 DUE 01/15/27 | $2.47万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | TEXAS ST 4 631 33GO UTX DUE 04/01/33XTRO TAXBL | $2.47万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |