10Elms LLP
TULSA OK · SEC CIK 0002056650
$1.59亿2026Q1 申报市值
479持仓数
38.5%前十大占比 · 第一大 10.9%
39 / 31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
IEFA 加仓+$588.72万
VTV 加仓+$365.80万
USMV 加仓+$250.82万
VIG 加仓+$203.71万
IEMG 加仓+$180.06万
2026Q1 卖出最多 按季末市值估算
KKR 减仓-$10.85万
LQD 减仓-$9.05万
CAROL STREAM ILL 清仓-$7.51万
THE WILLIAMS COM 清仓-$5.51万
ILLINOIS FIN AUT 清仓-$5.01万
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 |
|---|---|---|---|---|---|---|---|---|
| — | NORMAN OKLA 2 25 30GO UTX DUE 06/01/30OID | $2.85万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 2 28 DUE 11/14/28 | $2.83万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N V F | $2.69万 | 0.02% | 3,787 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR LIFEPATH TGT2040 | $2.60万 | 0.02% | 745 | 745 | — | $2.60万 | 新建仓 |
| — | ONEOK, INC 5 8 30 DUE 11/01/30 | $2.60万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY, 5 05 28 DUE 04/01/28 | $2.54万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEW HANOVER CNT 3 125 33HOSP HLTH DUE 10/01/33OID XTRO | $2.52万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | BRYAN CNTY OKLA SCH 4 26EXCISE TAX DUE 12/01/26XTRO | $2.52万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY P 3 95 30CD FDIC INS DUE 02/25/30US | $2.52万 | 0.02% | 25,000 | 25,000 | — | $2.52万 | 新建仓 |
| — | MORGAN STANLEY B 3 85 29CD FDIC INS DUE 02/26/29US | $2.51万 | 0.02% | 25,000 | 25,000 | — | $2.51万 | 新建仓 |
| — | KALAMAZOO MICH HOSP 4 36SYST HLTH DUE 05/15/36XTRO | $2.50万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS BA 3 85 28CD FDIC INS DUE 03/03/28US | $2.50万 | 0.02% | 25,000 | 25,000 | — | $2.50万 | 新建仓 |
| — | COLUMBUS CNTY N C L 4 32WRSR UTIL DUE 06/01/32 | $2.50万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK, 3 8 26CD FDIC INS DUE 08/28/26US | $2.50万 | 0.02% | 25,000 | 25,000 | — | $2.50万 | 新建仓 |
| — | BANK OF AMERICA, 3 75 27CD FDIC INS DUE 02/25/27US | $2.50万 | 0.02% | 25,000 | 25,000 | — | $2.50万 | 新建仓 |
| — | SHELL INTERNTN2 875 26F DUE 05/10/26 | $2.50万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | TULSA OKLA INDL 3 75 26UNIV EDUC DUE 10/01/26OID | $2.50万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | TEXAS ST 4 631 33GO UTX DUE 04/01/33XTRO TAXBL | $2.49万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY OKLA REV 4 40PUB EDUC DUE 07/01/40OID | $2.48万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | HOLLAND MICH 3 35 27GO LTX DUE 12/01/27TAXBL | $2.48万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | FORD MOTOR CREDIT C 4 27 DUE 08/20/27 | $2.48万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR MUNI INCOME OPP | $2.47万 | 0.02% | 547 | 547 | — | $2.47万 | 新建仓 |
| — | HARRIS CNTY TEX MUN 3 28GO UTX DUE 09/01/28 | $2.46万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | LANSING MICH TA 3 655 29DB UTX DUE 06/01/29TAXBL | $2.46万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY 1 875 27 DUE 01/15/27 | $2.45万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GEORGIA ST HSG & 2 45 28SING HSG DUE 12/01/28XTRO | $2.45万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.42万 | 0.02% | 529 | 300 | 131.0% | $1.37万 | 加仓 |
| — | LOUISIANA PUB FACS 3 31SYST HLTH DUE 05/15/31OID XTRO | $2.42万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.42万 | 0.02% | 834 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACH 1 55 27 DUE 07/29/27 | $2.42万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY OKLA REV 3 33PUB EDUC DUE 07/01/33OID | $2.39万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA ST WTR RES 3 35WRSR UTIL DUE 10/01/35OID XTRO | $2.37万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | VEREIT OPERATING 2 2 28 DUE 06/15/28 | $2.34万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | PRUDENTIAL FINL, 4 05 34 DUE 11/15/34 | $2.30万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.29万 | 0.01% | 250 | 250 | — | $2.29万 | 新建仓 |
| EAT | BRINKER INTL INC | $2.28万 | 0.01% | 160 | 20 | 14.3% | $2,855 | 加仓 |
| C | CITIGROUP INC | $2.28万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| — | UNION CNTY N C 1 375 30WRSR UTIL DUE 06/01/30 | $2.26万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI DVD 5 375 PFDPFD SER H | $2.22万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | KANNAPOLIS N C 2 153 33PKG DUE 04/01/33TAXBL | $2.15万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY T 5 PFDPFD SER K | $2.08万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CARTER CNTY OKLA PU 4 29LEAS SCH DUE 12/01/29XTRO | $2.07万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | TOYOTA MOTOR CRE 5 45 27 DUE 11/10/27 | $2.04万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | DUKE ENERGY CORP 5 27 DUE 12/08/27 | $2.02万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET | $2.02万 | 0.01% | 404 | -190 | -32.0% | -$9,491 | 减仓 |
| — | GRAND RIVER DAM AUT 4 38ELEC UTIL DUE 06/01/38 | $2.00万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | LANCASTER TEX 4 35GO LTX DUE 02/15/35 | $2.00万 | 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 |
| — | RICHMOND CNTY GA HO 3 32SYST HLTH DUE 01/01/32OID XTRO | $1.99万 | 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 GOLDMAN SACH 1 45 26 DUE 09/14/26 | $1.98万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | THE TORONTO-DOMI1 1 26F DUE 09/20/26 | $1.97万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | WILMINGTON N C 4 1 32GO UTX DUE 06/01/32TAXBL | $1.96万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY HAWAI 3 65 31PUB EDUC DUE 10/01/31XTRO TAXBL | $1.93万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | PUBLIC STORAG 5 05 PFDPFD SER G | $1.93万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACHS G 2 28 DUE 12/15/28 | $1.88万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $1.87万 | 0.01% | 126 | 126 | — | $1.87万 | 新建仓 |
| TSLA | TESLA INC | $1.86万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $1.83万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH/DO 4 75 PFDPFD SER B | $1.81万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH F | $1.79万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | NTNL RURAL UTILI 1 35 31 DUE 03/15/31 | $1.71万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVEBETAINTERNATIONAL EQUITY ETF | $1.69万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| — | TRUIST BANK 4 3 26CD FDIC INS DUE 06/12/26US | $1.60万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| — | AVONDALE MICH SCH D 4 32GO UTX DUE 05/01/32 | $1.56万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC COM USD0 01 | $1.54万 | 0.01% | 45 | 45 | — | $1.54万 | 新建仓 |
| SDY | SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF | $1.53万 | 0.01% | 105 | 105 | — | $1.53万 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $1.53万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| — | WALLER CNTY TEX MUN 4 35GO UTX DUE 09/01/35 | $1.51万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | THE TORONTO-DO5 532 26F DUE 07/17/26 | $1.51万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACH 5 25 26 DUE 09/15/26 | $1.51万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | DANSVILLE MICH SCHS 4 32 CALLED 100 EFF: 05/01/2026 | $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 |
| — | 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 |
| — | UNIVERSITY OKLA R 2 9 26PUB EDUC DUE 07/01/26TAXBL | $1.50万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | TOPEKA KANS 2 27DB UTX DUE 08/15/27 | $1.47万 | 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 | $1.45万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.44万 | 0.01% | 100 | 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 |
| — | KANSAS ST DEV F 3 125 35PUB EDUC DUE 03/01/35OID XTRO | $1.42万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.40万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK 3 75 26CD FDIC INS DUE 08/21/26US | $1.40万 | 0.01% | 14,000 | 14,000 | — | $1.40万 | 新建仓 |
| — | MORGAN STANLEY F STEP 29 DUE 10/29/29MULTI STEP CPN | $1.39万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ILLINOIS HSG DEV 1 4 29SING HSG DUE 10/01/29XTRO | $1.38万 | 0.01% | 15,000 | 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 | $1.31万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC 2 32 DUE 08/18/32 | $1.29万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES IBONDS 2029 TERMHIGH YIELD AND INCOME ETF | $1.28万 | 0.01% | 551 | 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 |
| — | APPALACHIAN ST 3 375 32PUB EDUC DUE 07/15/32OID | $1.20万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $1.17万 | 0.01% | 181 | 137 | 311.4% | $8,849 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.16万 | 0.01% | 150 | -609 | -80.2% | -$4.70万 | 减仓 |
| SCHG | SCHWAB U S LARGE-CAP GROWTH ETF | $1.14万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| — | NEW YORK N Y CIT 3 05 49MULT HSG DUE 11/01/49XTRO | $1.12万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPTY 6 PFDPFD SER A | $1.11万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD VI RBA AMERN INDL RENAISSANCE ETF | $1.11万 | 0.01% | 100 | 100 | — | $1.11万 | 新建仓 |
| BAC | BANK AMERICA CORP COM | $1.08万 | 0.01% | 222 | 222 | — | $1.08万 | 新建仓 |
| — | ONEOK, INC 5 65 28 DUE 11/01/28 | $1.03万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |