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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES INTL AGGREGATE BOND | $1.02万 | 0.01% | 205 | 205 | — | $1.02万 | 新建仓 |
| ABBV | ABBVIE INC | $1.02万 | 0.01% | 47 | -47 | -50.0% | -$1.02万 | 减仓 |
| — | THE WILLIAMS COMP 5 3 28 DUE 08/15/28 | $1.02万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACHS G 5 30 DUE 11/15/30 | $1.02万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ALBANY-DOUGHERTY GA 4 32STHG EDUC DUE 06/01/32XTRO | $1.01万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CANADIAN IMPER5 001 28F DUE 04/28/28 | $1.01万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PHILLIPS 66 CO 4 95 27 DUE 12/01/27 | $1.01万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CLINTON OKLA PUB WK 4 34LEAS SCH DUE 10/01/34OID XTRO | $1.01万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CHENIERE CORPUS 5 125 27 DUE 06/30/27 | $1.01万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OK DFA LSE 4 28IMPT EDUC DUE 06/01/28XTRO | $1.00万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FULTON CNTY GA DEV 4 31SYST HLTH DUE 07/01/31 | $1.00万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | RAMAPO N Y LOC DEV 5 28REV LTX DUE 03/15/28 | $1.00万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NEW ORLEANS LA 3 625 31GO UTX DUE 12/01/31OID | $1.00万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FORSYTH MONT POLL 3 9 31ELEC PCR DUE 03/01/31XTRO | $1.00万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FORD MOTOR CO 4 346 26 DUE 12/08/26 | $9,978 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HIDALGO CNTY TE 4 044 30GO LTX DUE 08/15/30TAXBL | $9,964 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA ST UNIV AG 4 39PUB EDUC DUE 09/01/39 | $9,963 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WESTERN CAROLINA UN 4 39STHG EDUC DUE 06/01/39XTRO | $9,956 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WILMINGTON N C L 1 13 26FAC REC DUE 06/01/26TAXBL | $9,955 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FORT BEND CNTY TEX 3 28GO UTX DUE 09/01/28OID BUILD AMERICA MUTUAL | $9,916 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OTTAWA CNTY MICH 3 7 28GO LTX DUE 11/01/28OID TAXBL | $9,914 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACHS G 1 26 DUE 08/17/26 | $9,881 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AXIS SPECIALTY FI 3 9 29 DUE 07/15/29 | $9,816 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | LYNWOOD CALIF HSG A 4 29MULT HSG DUE 09/01/29OID TAXBL | $9,812 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA ST WTR 3 125 34POOL AUTH DUE 04/01/34OID XTRO | $9,778 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CALIFORNIA ST 4 988 39GO UTX DUE 04/01/39XTRO TAXBL | $9,659 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | COLUMBUS CNTY N C 3 5 35WRSR UTIL DUE 06/01/35OID | $9,647 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GENERAL ELECTRIC CO 4 32 DUE 07/15/32 | $9,567 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GREENSBORO N C L 1 67 28REV UTX DUE 04/01/28TAXBL | $9,549 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SEDGWICK CNTY KANS 3 34GO UTX DUE 11/01/34 | $9,492 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EASTERN GAS TRANSMI 3 29 DUE 11/15/29 | $9,472 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NORTH CAROLINA CENT 3 34PUB EDUC DUE 10/01/34OID | $9,404 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 2 28 DUE 12/24/28 | $9,398 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | LOWE'S COMPANIES, 1 3 28 DUE 04/15/28 | $9,395 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WILMINGTON N C L 1 88 29FAC REC DUE 06/01/29TAXBL | $9,370 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BUNCOMBE CNTY N C 2 4 30REV LTX DUE 06/01/30TAXBL | $9,322 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WASTE MANAGEMENT, I 2 29 DUE 06/01/29 | $9,319 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC 3 31 DUE 08/30/31 | $9,280 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL GRO 2 5 30 DUE 02/06/30 | $9,223 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO STEP 29 DUE 10/31/29MULTI STEP CPN | $9,182 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TENNESSEE HSG DE 1 95 30SING HSG DUE 07/01/30XTRO | $9,164 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HELMERICH & PAYNE 2 9 31 DUE 09/29/31 | $8,921 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & 1 6 30 DUE 12/23/30 | $8,806 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $8,676 | 0.01% | 50 | -50 | -50.0% | -$8,676 | 减仓 |
| — | SERVICENOW, INC 1 4 30 DUE 09/01/30 | $8,668 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PROLOGIS, L P 1 25 30 DUE 10/15/30 | $8,662 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA AGRIC 4 347 47PUB EDUC DUE 08/01/47TAXBL | $8,582 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK, 4 3 26CD FDIC INS DUE 06/09/26US | $8,006 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| — | BARCLAYS BANK PLC 4 26F DUE 10/15/26 | $7,973 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $7,544 | 0.00% | 391 | 391 | — | $7,544 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $5,392 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC 2 31 DUE 10/16/31 | $5,271 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | COBB CNTY GA DEV AU 4 30STHG EDUC DUE 07/15/30XTRO | $5,166 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | AMGEN INC 5 15 28 DUE 03/02/28 | $5,072 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | TEXAS WOMANS UNIV R 4 34PUB EDUC DUE 07/01/34 | $5,006 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ENBRIDGE INC 4 25 26F DUE 12/01/26 | $5,000 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | LAVACA-NAVIDAD R 3 25 28WRSR UTIL DUE 08/01/28OID | $4,992 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | HARRIS CNTY TEX M 2 5 26GO UTX DUE 09/01/26OID HARRIS CNTY TEX MUN | $4,983 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | FORT BEND CNTY 3 125 29GO UTX DUE 09/01/29OID ASSURED GUARANTY MUN | $4,964 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | WILLIAMS PARTNER 3 75 27 DUE 06/15/27 | $4,962 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | INFIRMARY HEALTH SY 3 29SYST HLTH DUE 02/01/29OID XTRO | $4,924 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | HARNETT CNTY N C 3 5 36SPLO DUE 06/01/36OID | $4,907 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | HARRIS CNTY TEX M 3 5 33WRSR UTIL DUE 12/01/33OID | $4,893 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST STATE STREET US SMALL CAP LOW VOLATILITY INDEX ETF | $4,758 | 0.00% | 35 | 35 | — | $4,758 | 新建仓 |
| — | DURHAM N C LTD O 1 35 29VP DUE 10/01/29TAXBL | $4,550 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY N C 2 127 31PUB EDUC DUE 04/01/31XTRO TAXBL | $4,532 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,411 | 0.00% | 8 | -14 | -63.6% | -$5,969 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2,991 | 0.00% | 14 | -24 | -63.2% | -$5,127 | 减仓 |
| — | ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF | $2,567 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,010 | 0.00% | 32 | 32 | — | $2,010 | 新建仓 |
| — | CHARLOTTE-MECKLENBU 4 39SYST HLTH DUE 01/15/39OID XTRO | $1,983 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $1,945 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1,930 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 DOWNSIDEHEDGED ETF | $982 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR US SMALL-CAP ETF | $669 | 0.00% | 23 | 23 | — | $669 | 新建仓 |
| — | HYPERION DEFI INC | $311 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETSEQUITY FACTOR ETF | $121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $98 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ACTIVEBETAEMERGING MARKETS EQUITY ETF | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST STATE STREET PORTFOLIO TIPS ETF | $7 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CAROL STREAM ILL PK 5 37 CALLED @100 EFF: 01/16/2026 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.51万 | 清仓 |
| — | THE WILLIAMS COMP 5 4 26 DUE 03/02/26 | $0 | 0.00% | 0 | -55,000 | -100.0% | -$5.51万 | 清仓 |
| — | ILLINOIS FIN AUTH R 5 36EXCISE TAX DUE 12/01/36 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.01万 | 清仓 |
| — | KELLER TEX 2 26GO LTX DUE 02/15/26 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$4.99万 | 清仓 |
| — | CVS HEALTH CORP 5 26 DUE 02/20/26 | $0 | 0.00% | 0 | -45,000 | -100.0% | -$4.50万 | 清仓 |
| — | REALTY INCOME CO 0 75 26 DUE 03/15/26 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$3.97万 | 清仓 |
| — | WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/05/26US | $0 | 0.00% | 0 | -39,000 | -100.0% | -$3.90万 | 清仓 |
| — | VODAFONE GROUP4 375 28F DUE 05/30/28 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.54万 | 清仓 |
| — | BANK OF AMERICA, 4 05 26CD FDIC INS DUE 02/09/26US | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.50万 | 清仓 |
| — | ENTERPRISE PRODU 5 05 26 DUE 01/10/26 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.00万 | 清仓 |
| — | CAROL STREAM ILL PK 5 37 CALLED @100 EFF: 01/01/2026 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | CITIGROUP INC 3 7 26 DUE 01/12/26 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | THE TORONTO-DOM0 75 26F DUE 01/06/26 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | BANK OF AMERICA, NT 4 26CD FDIC INS DUE 01/02/26US | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.20万 | 清仓 |
| — | ALLY BANK 3 8 26CD FDIC INS DUE 02/20/26US | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| — | WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/11/26US | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.50万 | 清仓 |
| — | ALEXANDRIA REAL E 4 3 26 DUE 01/15/26 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.50万 | 清仓 |
| — | BANK OF AMERICA, 4 1 26CD FDIC INS DUE 01/15/26US | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.40万 | 清仓 |
| — | PHILLIPS 66 1 3 26 DUE 02/15/26 | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.20万 | 清仓 |
| — | GRAND RAPIDS MICH W 5 36 CALLED @100 EFF: 01/09/2026 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.00万 | 清仓 |