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Elm3 Financial Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Elm3 Financial Group, LLC

No.8245 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.46亿
环比变动 Q1 2026
+$2,757.6万+23.3%
持仓股票数
135
新买入
25
加仓
42
减仓
64
清仓
7
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
亚马逊AMZN
6.02%6.46%$879.1万3.7万股$764.7万3.7万股+169股+0.46%加仓
英伟达NVDA
5.54%6.09%$808.7万4.0万股$720.9万4.1万股-921股-2.23%减仓
博通AVGO
4.25%4.27%$620.2万1.6万股$505.2万1.6万股+95股+0.58%加仓
礼来LLY
3.33%3.13%$486.0万4,052股$371.1万4,035股+17股+0.42%加仓
V先锋领航指数基金VOO
3.28%3.39%$478.4万6,497股$400.8万6,945股-448股-6.45%减仓
I景顺·NASDAQ 100 ETFQQQM
3.09%2.87%$450.9万1.5万股$339.6万1.4万股+589股+4.12%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.54%2.62%$370.5万2.2万股$310.6万2.1万股+357股+1.67%加仓
苹果AAPL
2.51%2.84%$366.3万1.3万股$336.0万1.3万股-581股-4.39%减仓
微软MSFT
2.48%3.12%$361.6万9,693股$369.4万9,979股-286股-2.87%减仓
IiShares安硕信托MTUM
2.41%2.12%$351.6万1.0万股$250.6万1.0万股-187股-1.79%减仓
IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO
2.25%3.08%$328.2万12.8万股$364.8万14.3万股-1.5万股-10.26%减仓
谷歌AGOOGL
2.1%1.98%$307.1万8,594股$234.4万8,152股+442股+5.42%加仓
GGlobal X基金CLIP
1.98%$288.4万2.9万股$00股+2.9万股新买入
S道富SPHY
1.71%2.05%$249.3万10.6万股$242.1万10.4万股+2,536股+2.44%加仓
SSCHWAB HIGH YIELD BOND ETFSCYB
1.68%2.07%$245.0万9.4万股$244.6万9.4万股-511股-0.54%减仓
SSTERLING INFRASTRUCTURESTRL
1.57%0.91%$229.1万2,729股$107.4万2,637股+92股+3.49%加仓
IISHARES MSCI SOUTH KOREAETFEWY
1.52%1.08%$221.6万1.1万股$128.1万1.0万股+566股+5.44%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
1.49%1.31%$217.3万7,609股$154.9万7,446股+163股+2.19%加仓
PIMCO·DYNAMIC INCOMEPDI
1.47%1.86%$215.2万12.9万股$220.4万12.9万股+37股+0.03%加仓
HOWMET AEROSPACE COMHWM
1.42%1.49%$206.8万7,691股$176.7万7,668股+23股+0.30%加仓
I景顺交易所交易基金信托RSP
1.34%1.49%$194.9万9,162股$176.3万9,185股-23股-0.25%减仓
PIMCO CORPORATE & INCOMEPTY
1.16%1.63%$169.6万14.1万股$193.0万16.0万股-1.9万股-11.91%减仓
科磊KLAC
1.09%0.67%$158.4万5,250股$79.5万540股+4,710股+872.22%加仓
VanEck ETF信托SMH
1.07%0.64%$156.1万2,381股$75.9万1,981股+400股+20.19%加仓
W.R.伯克利WRB
1.05%1.3%$152.9万2.2万股$154.3万2.3万股-1,601股-6.88%减仓
TT ROWE PRICE EXCHANGE-TRADEDTHYF
1.04%1.24%$152.1万2.9万股$147.0万2.9万股+669股+2.32%加仓
V先锋领航指数基金VB
0.96%1.01%$140.4万4,631股$119.3万4,556股+75股+1.65%加仓
F富达Covington信托FDEV
0.93%1.15%$136.2万3.8万股$136.3万3.8万股+160股+0.42%加仓
C资本集团股息价值CCBG
0.93%1%$135.7万2.8万股$118.4万2.8万股-290股-1.04%减仓
IiShares安硕·MSCI TAIWAN ETFEWT
0.92%0.69%$134.3万1.2万股$81.7万1.2万股+843股+7.32%加仓
V先锋领航·MIDVO
0.87%0.97%$127.7万1.6万股$114.8万3,997股+1.2万股+296.50%加仓
PIMCO高收益基金PHK
0.84%1.01%$123.3万26.5万股$119.9万25.9万股+5,506股+2.13%加仓
I景顺交易所交易基金信托PPA
0.84%0.93%$122.6万6,943股$110.0万6,638股+305股+4.59%加仓
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
0.8%0.46%$116.5万2.3万股$54.8万1.1万股+1.2万股+112.35%加仓
IiShares安硕信托IFRA
0.78%0.88%$114.2万1.8万股$104.0万1.8万股-71股-0.39%减仓
V先锋领航指数基金VBK
0.77%0.77%$111.8万3,057股$91.5万3,029股+28股+0.92%加仓
家得宝HD
0.75%1.2%$110.2万3,124股$141.6万4,304股-1,180股-27.42%减仓
PPIMCO太平洋投资管理ETFLONZ
0.74%0.95%$108.3万2.2万股$112.7万2.3万股-860股-3.77%减仓
G通用动力VTI
0.72%0.73%$105.6万2,853股$86.5万2,696股+157股+5.82%加仓
EEtfis Ser TR I Reaves Utils ETFUTES
0.69%0.9%$100.3万1.2万股$106.3万1.3万股-1,030股-7.74%减仓
FFIDELITY ENHANCED EMERGING MARKETS ETFFEMR
0.64%0.53%$93.9万2.2万股$62.9万1.8万股+3,639股+19.75%加仓
台积电TSM
0.6%0.52%$87.3万1,829股$62.0万1,836股-7股-0.38%减仓
J摩根大通交易所交易基金JQUA
0.59%0.62%$86.0万1.2万股$73.6万1.2万股-109股-0.91%减仓
PALO ALTOPANW
0.59%0.38%$85.9万2,518股$44.4万2,770股-252股-9.10%减仓
F富达Covington信托FELG
0.59%0.66%$85.7万2.0万股$78.1万2.1万股-1,244股-5.97%减仓
PROGRESSIVEPGR
0.57%0.69%$83.5万3,823股$81.2万4,094股-271股-6.62%减仓
VertivVRT
0.57%0.48%$83.4万2,491股$56.7万2,262股+229股+10.12%加仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.54%0.36%$79.4万1.0万股$43.1万6,119股+4,156股+67.92%加仓
V先锋领航债券指数基金VUSB
0.54%$78.4万1.6万股$00股+1.6万股新买入
V先锋领航斯科茨代尔基金VTWG
0.53%0.63%$77.7万2,702股$74.2万3,238股-536股-16.55%减仓

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