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 |
|---|---|---|---|---|---|---|---|---|
| — | 3M CO 2 375 29 DUE 08/26/29 | $10.30万 | 0.04% | 110,000 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $10.31万 | 0.04% | 657 | 181 | 38.0% | $2.84万 | 加仓 |
| — | GABELLI DIVID 4 25 PFDPFD SER K | $10.64万 | 0.05% | 6,114 | 500 | 8.9% | $8,700 | 加仓 |
| TMUS | T-MOBILE US INC | $10.75万 | 0.05% | 641 | 131 | 25.7% | $2.20万 | 加仓 |
| — | ISHARES TR LIFEPATH TGT2050 | $10.80万 | 0.05% | 2,604 | 268 | 11.5% | $1.11万 | 加仓 |
| NVS | NOVARTIS AG F | $10.97万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $11.16万 | 0.05% | 2,020 | -125 | -5.8% | -$6,904 | 减仓 |
| — | PUBLIC STORAGE 5 125 29 DUE 01/15/29 | $11.19万 | 0.05% | 110,000 | 0 | 0.0% | — | 不变 |
| — | THE TORONTO-DO5 156 28F DUE 01/10/28 | $11.62万 | 0.05% | 115,000 | 0 | 0.0% | — | 不变 |
| — | GILEAD SCIENCES, 1 2 27 DUE 10/01/27 | $11.93万 | 0.05% | 124,000 | 0 | 0.0% | — | 不变 |
| — | PHILIP MORRIS IN 1 75 30 DUE 11/01/30 | $11.95万 | 0.05% | 135,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $12.13万 | 0.05% | 2,033 | 1,330 | 189.2% | $7.94万 | 加仓 |
| — | TRUIST FINL COR 1 125 27 DUE 08/03/27 | $12.55万 | 0.05% | 130,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $12.56万 | 0.05% | 1,445 | 100 | 7.4% | $8,692 | 加仓 |
| WMT | WALMART INC | $12.65万 | 0.05% | 1,117 | 127 | 12.8% | $1.44万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $12.93万 | 0.05% | 541 | 0 | 0.0% | — | 不变 |
| — | NORTHERN TRUST 4 7 PFDPFD SER E | $13.00万 | 0.06% | 6,925 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $13.30万 | 0.06% | 1,279 | 1,000 | 358.4% | $10.40万 | 加仓 |
| MCD | MCDONALDS CORP | $13.39万 | 0.06% | 495 | 33 | 7.1% | $8,928 | 加仓 |
| — | ILLINOIS HSG DEV 1 4 30SING HSG DUE 10/01/30XTRO | $13.58万 | 0.06% | 150,000 | 0 | 0.0% | — | 不变 |
| — | METROPOLITAN TRANSN 4 32COMB TRAN DUE 11/15/32XTRO | $14.04万 | 0.06% | 140,000 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW F | $14.23万 | 0.06% | 2,650 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $14.31万 | 0.06% | 2,830 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $14.50万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| — | ARLINGTON TEX HIGHE 4 44CHAR EDUC DUE 08/15/44OID XTRO | $14.53万 | 0.06% | 150,000 | 0 | 0.0% | — | 不变 |
| — | BANK NOVA SCOTI5 25 28F DUE 06/12/28 | $14.73万 | 0.06% | 145,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $14.75万 | 0.06% | 123 | 58 | 89.2% | $6.96万 | 加仓 |
| — | METROPOLITAN TRANSN 4 36COMB TRAN DUE 11/15/36XTRO | $15.01万 | 0.06% | 150,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $15.33万 | 0.06% | 1,989 | 527 | 36.0% | $4.06万 | 加仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $15.60万 | 0.07% | 2,072 | 1,891 | 1,044.8% | $14.23万 | 加仓 |
| — | THE GABELLI 5 125 PFDPFD SER G | $15.98万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $16.32万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $16.59万 | 0.07% | 1,500 | 600 | 66.7% | $6.64万 | 加仓 |
| IBHG | ISHARES IBONDS 2027 TERMHIGH YIELD AND INCOME ETF | $16.68万 | 0.07% | 7,554 | 2,297 | 43.7% | $5.07万 | 加仓 |
| CWB | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $16.72万 | 0.07% | 1,551 | 1,301 | 520.4% | $14.03万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETAINTERNATIONAL EQUITY ETF | $16.86万 | 0.07% | 3,068 | 2,676 | 682.7% | $14.71万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $16.88万 | 0.07% | 1,437 | 440 | 44.1% | $5.17万 | 加仓 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $17.08万 | 0.07% | 4,200 | 517 | 14.0% | $2.10万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $17.56万 | 0.07% | 723 | 137 | 23.4% | $3.33万 | 加仓 |
| — | GAMCO INVESTORS, 5 PFDPFD SER G | $17.99万 | 0.08% | 9,000 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $18.06万 | 0.08% | 2,059 | 1,507 | 273.0% | $13.22万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $18.06万 | 0.08% | 3,483 | 1,961 | 128.8% | $10.17万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $18.15万 | 0.08% | 194 | 42 | 27.6% | $3.93万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $18.22万 | 0.08% | 2,388 | 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 |
| — | SEDGWICK CNTY KANS 4 29FAC BLDG DUE 08/01/29 | $20.02万 | 0.08% | 200,000 | 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 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $21.43万 | 0.09% | 2,660 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $22.31万 | 0.09% | 6,978 | -500 | -6.7% | -$1.60万 | 减仓 |
| 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 |
| — | NEW YORK ST DORM AU 5 45UNIV EDUC DUE 07/01/45 | $25.00万 | 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 |
| — | AUSTIN TEX CMNTY CO 4 35COLL EDUC DUE 08/01/35XTRO | $25.12万 | 0.11% | 250,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $25.73万 | 0.11% | 2,803 | -98 | -3.4% | -$8,996 | 减仓 |
| WMB | WILLIAMS COS INC | $26.48万 | 0.11% | 3,562 | 265 | 8.0% | $1.97万 | 加仓 |
| PEP | PEPSICO INC | $27.56万 | 0.12% | 2,036 | -151 | -6.9% | -$2.04万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $29.31万 | 0.12% | 1,506 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.03万 | 0.13% | 1,183 | 198 | 20.1% | $5.03万 | 加仓 |
| AMGN | AMGEN INC | $31.30万 | 0.13% | 864 | 58 | 7.2% | $2.10万 | 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 |
| AAPL | APPLE INC | $32.76万 | 0.14% | 1,132 | 718 | 173.4% | $20.78万 | 加仓 |
| AVGO | BROADCOM INC | $34.60万 | 0.15% | 916 | 136 | 17.4% | $5.14万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $34.78万 | 0.15% | 3,860 | 3,345 | 649.5% | $30.14万 | 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 |
| WFC | WELLS FARGO & CO | $35.38万 | 0.15% | 4,281 | 310 | 7.8% | $2.56万 | 加仓 |
| NVDA | NVIDIA CORP | $35.68万 | 0.15% | 1,783 | -130 | -6.8% | -$2.60万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $37.13万 | 0.16% | 3,450 | 0 | 0.0% | — | 不变 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $37.85万 | 0.16% | 7,860 | 97 | 1.2% | $4,671 | 加仓 |
| MSFT | MICROSOFT CORP | $38.03万 | 0.16% | 1,019 | 201 | 24.6% | $7.50万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $38.51万 | 0.16% | 2,025 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | $38.84万 | 0.16% | 6,673 | 6,673 | — | $38.84万 | 新建仓 |
| QCOM | QUALCOMM INC | $39.08万 | 0.17% | 2,115 | -1,967 | -48.2% | -$36.34万 | 减仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $39.47万 | 0.17% | 15,150 | 11,600 | 326.8% | $30.22万 | 加仓 |
| PSX | PHILLIPS 66 | $39.51万 | 0.17% | 2,337 | 983 | 72.6% | $16.62万 | 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 |
| 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 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $43.23万 | 0.18% | 864 | 135 | 18.5% | $6.76万 | 加仓 |
| IHAK | ISHARES CYBERSECURITY AND TECH ETF | $43.76万 | 0.19% | 7,207 | 1,231 | 20.6% | $7.47万 | 加仓 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $47.45万 | 0.20% | 6,660 | 6,660 | — | $47.45万 | 新建仓 |
| — | BOA 7 25 SR L 7 25 PFDCONV SER L | $52.31万 | 0.22% | 417 | 6 | 1.5% | $7,527 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $53.69万 | 0.23% | 12,343 | 600 | 5.1% | $2.61万 | 加仓 |
| BX | BLACKSTONE INC | $53.94万 | 0.23% | 4,584 | -1,886 | -29.1% | -$22.19万 | 减仓 |
| PFFD | GLOBAL X U S PREFERRED ETF | $54.37万 | 0.23% | 29,092 | 6,082 | 26.4% | $11.37万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLD LP | $54.78万 | 0.23% | 15,553 | 93 | 0.6% | $3,275 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $61.49万 | 0.26% | 5,638 | 162 | 3.0% | $1.77万 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $63.06万 | 0.27% | 24,594 | 0 | 0.0% | — | 不变 |
| ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | $63.79万 | 0.27% | 16,742 | 6,364 | 61.3% | $24.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $64.68万 | 0.27% | 1,976 | 112 | 6.0% | $3.67万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $65.90万 | 0.28% | 6,022 | 1,359 | 29.1% | $14.87万 | 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 |
| 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 |
| 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 |
| AMZN | AMAZON COM INC | $73.01万 | 0.31% | 3,063 | 218 | 7.7% | $5.20万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $79.15万 | 0.33% | 2,240 | 0 | 0.0% | — | 不变 |
| IBDY | SHARES IBONDS DEC 2033 TERM CORPORATE ETF | $83.21万 | 0.35% | 32,320 | 9,930 | 44.4% | $25.56万 | 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 |
| 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 |
| 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 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $100.78万 | 0.43% | 22,889 | 3,247 | 16.5% | $14.30万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $101.81万 | 0.43% | 27,695 | 1,016 | 3.8% | $3.73万 | 加仓 |