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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCHANGE-TRADED FUND TRUST INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF | $3.48万 | 0.01% | 311 | 311 | — | $3.48万 | 新建仓 |
| — | FLUOR CORP 4 25 28 DUE 09/15/28 | $3.44万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC COM USD0 01 | $3.25万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| — | LAKE CNTY ILL WTR & 2 30WRSR UTIL DUE 12/01/30 | $3.22万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $3.19万 | 0.01% | 190 | 30 | 18.8% | $5,040 | 加仓 |
| ALL | ALLSTATE CORP COM USD0 01 | $3.14万 | 0.01% | 132 | 132 | — | $3.14万 | 新建仓 |
| — | EXTRA SPACE STORA 5 5 30 DUE 07/01/30 | $3.07万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | BLACKMAN TWP MICH 4 32GO UTX DUE 05/01/32 | $3.06万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | RYDER SYSTEM INC 5 65 28 DUE 03/01/28 | $3.05万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U S ETF | $3.04万 | 0.01% | 400 | -533 | -57.1% | -$4.06万 | 减仓 |
| — | PHILIP MORRIS I 5 125 30 DUE 02/15/30 | $3.04万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | HARRIS CNTY TEX CUL 4 36SERV EDR DUE 11/15/36XTRO | $3.00万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | UCF STAD CORP FLA 3 5 32FAC EDUC DUE 03/01/32OID | $3.00万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | GAINESVILLE FLA 3 125 31IMPT DUE 10/01/31OID | $3.00万 | 0.01% | 30,000 | 30,000 | — | $3.00万 | 新建仓 |
| — | GOLDMAN SACHS BA 3 75 26CD FDIC INS DUE 09/03/26US | $3.00万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK 3 75 26CD FDIC INS DUE 09/30/26US | $3.00万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | MICHIGAN ST 3 59 26GO UTX DUE 12/01/26TAXBL | $2.99万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | TULSA OKLA ARPTS 3 5 27AIR TRAN DUE 06/01/27XTRO TAXBL | $2.98万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & VAR 27 DUE 09/22/27 | $2.98万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | MID-AMERICA APART 1 1 26 DUE 09/15/26 | $2.98万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | ATHENE HOLDING 4 125 28 DUE 01/12/28 | $2.97万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES IBONDS 2029 TERMHIGH YIELD AND INCOME ETF | $2.93万 | 0.01% | 1,251 | 700 | 127.0% | $1.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $2.90万 | 0.01% | 504 | 504 | — | $2.90万 | 新建仓 |
| — | NORMAN OKLA 2 25 30GO UTX DUE 06/01/30OID | $2.87万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 2 28 DUE 11/14/28 | $2.82万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.81万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $2.78万 | 0.01% | 423 | 423 | — | $2.78万 | 新建仓 |
| UL | UNILEVER ADR REP 1 ORD | $2.70万 | 0.01% | 449 | 449 | — | $2.70万 | 新建仓 |
| — | ONEOK, INC 5 8 30 DUE 11/01/30 | $2.58万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY, 5 05 28 DUE 04/01/28 | $2.53万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEW HANOVER CNT 3 125 33HOSP HLTH DUE 10/01/33OID XTRO | $2.52万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | BRYAN CNTY OKLA SCH 4 26EXCISE TAX DUE 12/01/26XTRO | $2.51万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR MUNI INCOME OPP | $2.50万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| — | COLUMBUS CNTY N C L 4 32WRSR UTIL DUE 06/01/32 | $2.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY OKLA REV 4 40PUB EDUC DUE 07/01/40OID | $2.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK, 3 8 26CD FDIC INS DUE 08/28/26US | $2.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | TULSA OKLA INDL 3 75 26UNIV EDUC DUE 10/01/26OID | $2.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | BANK AMER NA CHA 3 75 27CD FDIC INS DUE 02/25/27US | $2.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS BA 3 85 28CD FDIC INS DUE 03/03/28US | $2.49万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY B 3 85 29CD FDIC INS DUE 02/26/29US | $2.48万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY P 3 95 30CD FDIC INS DUE 02/25/30US | $2.48万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | HARRIS CNTY TEX MUN 3 28GO UTX DUE 09/01/28 | $2.47万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | HOLLAND MICH 3 35 27GO LTX DUE 12/01/27TAXBL | $2.47万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | FORD MOTOR CREDIT C 4 27 DUE 08/20/27 | $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 |
| — | NEXTERA ENERGY 1 875 27 DUE 01/15/27 | $2.47万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | GEORGIA ST HSG & 2 45 28SING HSG DUE 12/01/28XTRO | $2.46万 | 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 |
| — | LANSING MICH TA 3 655 29DB UTX DUE 06/01/29TAXBL | $2.44万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY OKLA REV 3 33PUB EDUC DUE 07/01/33OID | $2.44万 | 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 |
| — | LOUISIANA PUB FACS 3 31SYST HLTH DUE 05/15/31OID XTRO | $2.43万 | 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 |
| — | OKLAHOMA ST WTR RES 3 35WRSR UTIL DUE 10/01/35OID XTRO | $2.42万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $2.42万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2.42万 | 0.01% | 165 | 65 | 65.0% | $9,532 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET | $2.40万 | 0.01% | 477 | 73 | 18.1% | $3,667 | 加仓 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $2.37万 | 0.01% | 42 | 42 | — | $2.37万 | 新建仓 |
| — | VEREIT OPERATING 2 2 28 DUE 06/15/28 | $2.34万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR NASDAQ 100 TECH INDX SHS | $2.34万 | 0.01% | 70 | 70 | — | $2.34万 | 新建仓 |
| — | PRUDENTIAL FINL 4 05 34 DUE 11/15/34 | $2.29万 | 0.01% | 25,000 | 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 |
| STLA | STELLANTIS N V F | $2.17万 | 0.01% | 3,787 | 0 | 0.0% | — | 不变 |
| — | GABELLI DVD 5 375 PFDPFD SER H | $2.15万 | 0.01% | 1,000 | 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 |
| TSLA | TESLA INC | $2.10万 | 0.01% | 50 | 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 |
| LOW | LOWES COMPANIES INC COM USD0 50 | $2.05万 | 0.01% | 93 | 93 | — | $2.05万 | 新建仓 |
| — | TOYOTA MOTOR CRE 5 45 27 DUE 11/10/27 | $2.03万 | 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 |
| — | GRAND RIVER DAM AUT 4 38ELEC UTIL DUE 06/01/38 | $2.00万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | 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 |
| — | 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 |
| — | 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 |
| — | 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 |
| — | THE GOLDMAN SACH 1 45 26 DUE 09/14/26 | $1.99万 | 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 |
| — | NEW HAVEN MICH C 2 76 27GO UTX DUE 05/01/27TAXBL | $1.98万 | 0.01% | 20,000 | 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 |
| — | PUBLIC STORAG 5 05 PFDPFD SER G | $1.95万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $1.95万 | 0.01% | 240 | 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 |
| — | UNIVERSITY HAWAI 3 65 31PUB EDUC DUE 10/01/31XTRO TAXBL | $1.92万 | 0.01% | 20,000 | 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 |
| ITW | ILLINOIS TOOL WORKS INC COM | $1.87万 | 0.01% | 69 | 69 | — | $1.87万 | 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 |
| BLK | BLACKROCK INC COM | $1.83万 | 0.01% | 19 | 19 | — | $1.83万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM USD0 20 | $1.79万 | 0.01% | 53 | 53 | — | $1.79万 | 新建仓 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $1.76万 | 0.01% | 103 | 103 | — | $1.76万 | 新建仓 |
| — | RIVERNORTH/DO 4 75 PFDPFD SER B | $1.75万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.73万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| — | NTNL RURAL UTILI 1 35 31 DUE 03/15/31 | $1.73万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.69万 | 0.01% | 74 | 74 | — | $1.69万 | 新建仓 |
| PFE | PFIZER INC | $1.69万 | 0.01% | 700 | 200 | 40.0% | $4,816 | 加仓 |
| IBHH | ISHARES IBONDS 2028 TERMHIGH YIELD AND INCOME ETF | $1.65万 | 0.01% | 700 | 700 | — | $1.65万 | 新建仓 |
| IAGG | ISHARES INTL AGGREGATE BOND | $1.62万 | 0.01% | 321 | 116 | 56.6% | $5,865 | 加仓 |
| SDY | SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF | $1.60万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $1.58万 | 0.01% | 52 | 52 | — | $1.58万 | 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 |