Elmwood Wealth Management, Inc. 13F 持仓 · 2026年Q2
Elmwood Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 200 只证券，申报市值合计 4.00 亿美元。前几大持仓：CALI（2.90%）、LOUP（2.87%）、VEA（2.82%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CALI | BLACKROCK ETF TRUST II | $11.6M | 2.90% | 229,610 | 增持 |
| 2 | LOUP | INNOVATOR ETFS TRUST | $11.5M | 2.87% | 116,401 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $11.3M | 2.82% | 158,401 | 增持 |
| 4 | TFLO | ISHARES TR | $11.2M | 2.80% | 221,166 | 减持 |
| 5 | AAPL | APPLE INC | $10.7M | 2.67% | 36,896 | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $9.8M | 2.46% | 194,430 | 增持 |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | $9.1M | 2.27% | 68,155 | 增持 |
| 8 | IDVO | AMPLIFY ETF TR | $8.6M | 2.16% | 205,229 | 增持 |
| 9 | IEMG | ISHARES INC | $8.6M | 2.14% | 103,320 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $7.7M | 1.93% | 38,530 | 增持 |
| 11 | SUB | ISHARES TR | $7.7M | 1.93% | 72,656 | 减持 |
| 12 | JMST | J P MORGAN EXCHANGE TRADED F | $7.6M | 1.91% | 149,352 | 增持 |
| 13 | IEFA | ISHARES TR | $7.4M | 1.86% | 76,954 | 增持 |
| 14 | GPIX | GOLDMAN SACHS ETF TR | $7.3M | 1.84% | 132,082 | 增持 |
| 15 | TOTL | SSGA ACTIVE ETF TR | $7.2M | 1.79% | 181,738 | 增持 |
| 16 | DFCA | DIMENSIONAL ETF TRUST | $6.2M | 1.56% | 124,368 | 增持 |
| 17 | GOOG | ALPHABET INC | $6.0M | 1.50% | 16,946 | 减持 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $5.8M | 1.46% | 198,517 | 增持 |
| 19 | USFR | WISDOMTREE TR | $5.8M | 1.45% | 114,744 | 减持 |
| 20 | GOOGL | ALPHABET INC | $5.4M | 1.35% | 15,108 | 增持 |
| 21 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.34% | 111,022 | 增持 |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $5.3M | 1.32% | 90,682 | 增持 |
| 23 | PAPR | INNOVATOR ETFS TRUST | $5.2M | 1.31% | 123,864 | 减持 |
| 24 | VTI | VANGUARD INDEX FDS | $5.3M | 1.31% | 14,204 | 增持 |
| 25 | EUSA | ISHARES INC | $5.2M | 1.30% | 45,476 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR