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Ironwood Financial, llc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ironwood Financial, llc
报告期 2026-03-31 · CIK 0001630360
持仓数
168
前50大市值合计
$478.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 20
增持 92
减持 32
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$2.1M
68,372
+7%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
284,599
-21%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.2M
293,160
-14%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
+$1.0M
239,608
-0%
增持
SHY
ISHARES TR
+$816.0K
43,087
+28%
增持
IJK
ISHARES TR
+$782.0K
29,824
+53%
增持
EUSA
ISHARES INC
+$690.0K
153,958
+7%
增持
GOOGL
ALPHABET INC
+$644.0K
1,167
+15%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$601.0K
384,688
-6%
增持
IVE
ISHARES TR
+$572.0K
90,435
+6%
增持
GOOG
ALPHABET INC
+$541.0K
987
+18%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$525.0K
16,029
增持
MSFT
MICROSOFT CORP
+$442.0K
12,807
+9%
增持
INTU
INTUIT
+$438.0K
4,898
+9%
增持
VTI
VANGUARD INDEX FDS
+$422.0K
9,998
+24%
增持
JPM
JPMORGAN CHASE & CO
+$376.0K
15,793
+11%
增持
COST
COSTCO WHSL CORP NEW
+$372.0K
3,718
+13%
增持
IJH
ISHARES TR
+$321.0K
43,188
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$307.0K
8,265
+60%
减持
IYE
ISHARES TR
-$289.0K
252,258
-1%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$288.0K
11,132
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$249.0K
285,098
+4%
增持
AMZN
AMAZON COM INC
-$235.0K
1,800
+1%
增持
IVW
ISHARES TR
+$232.0K
145,037
+1%
增持
IJS
ISHARES TR
-$228.0K
63,897
+1%
增持
LLY
LILLY ELI & CO
+$195.0K
5,499
+17%
减持
IWO
ISHARES TR
-$184.0K
7,806
-2%
增持
AMGN
AMGEN INC
-$180.0K
6,467
+1%
增持
COR
AMERISOURCEBERGEN CORP
+$168.0K
12,206
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$168.0K
360,303
+2%
增持
MCD
MCDONALDS CORP
+$156.0K
3,770
+16%
增持
LOW
LOWES COS INC
+$154.0K
8,564
+5%
增持
PFE
PFIZER INC
+$149.0K
35,681
+1%
清仓
XEL
XCEL ENERGY INC
-$149.0K
0
-100%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$145.0K
24,460
-7%
增持
IJT
ISHARES TR
+$142.0K
13,219
+11%
增持
HD
HOME DEPOT INC
+$137.0K
4,401
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$126.0K
10,556
-3%
增持
BIIB
BIOGEN INC
-$126.0K
3,794
+9%
增持
IJR
ISHARES TR
-$125.0K
65,261
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$124.0K
348,563
+2%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$117.0K
7,640
+47%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$107.0K
10,669
+12%
增持
HDV
ISHARES TR
+$103.0K
12,852
+12%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$99.0K
15,008
+17%
减持
SCHA
SCHWAB STRATEGIC TR
-$92.0K
11,953
-3%
增持
VUG
VANGUARD INDEX FDS
+$86.0K
822
+55%
增持
QQQ
INVESCO QQQ TR
+$85.0K
4,481
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$82.0K
1,987
+163%
减持
IDV
ISHARES TR
-$80.0K
38,687
-0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$79.0K
358,994
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$74.0K
3,931
+15%
减持
IWM
ISHARES TR
-$71.0K
5,475
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$68.0K
22,139
-2%
增持
DIS
DISNEY WALT CO
+$68.0K
4,481
+14%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$62.0K
386,359
+1%
建仓
QPX
ADVISORSHARES TR
+$58.0K
2,082
减持
—
INVESCO EXCH TRD SLF IDX FD
-$58.0K
435,103
-0%
减持
—
ISHARES U S ETF TR
-$57.0K
30,249
-3%
增持
ABT
ABBOTT LABS
+$52.0K
3,151
+14%
清仓
—
GENERAL ELECTRIC CO
-$52.0K
0
-100%
增持
IEV
ISHARES TR
+$50.0K
4,195
+32%
建仓
GE
GENERAL ELECTRIC CO
+$49.0K
479
增持
—
INVESCO EXCH TRD SLF IDX FD
-$48.0K
362,295
+0%
减持
SOXX
ISHARES TR
-$48.0K
1,372
-6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$46.0K
2,813
+166%
增持
CMCSA
COMCAST CORP NEW
+$46.0K
15,132
+8%
增持
OXY
OCCIDENTAL PETE CORP
+$42.0K
5,886
+39%
增持
REGN
REGENERON PHARMACEUTICALS
+$42.0K
170
+55%
增持
IWD
ISHARES TR
+$40.0K
445
+134%
建仓
—
ADVISORSHARES TR
+$38.0K
1,495
增持
BA
BOEING CO
+$38.0K
2,370
+18%
减持
AMH
AMERICAN HOMES 4 RENT
-$38.0K
13,125
-5%
增持
EFA
ISHARES TR
+$38.0K
83,170
+2%
建仓
XT
ISHARES TR
+$36.0K
577
减持
SCHF
SCHWAB STRATEGIC TR
-$35.0K
23,507
-2%
增持
LIT
GLOBAL X FDS
+$33.0K
990
+49%
增持
AVDV
AMERICAN CENTY ETF TR
+$33.0K
1,176
+78%
增持
SNA
SNAP ON INC
+$32.0K
2,074
+15%
减持
PFF
ISHARES TR
-$32.0K
32,385
-1%
增持
—
GLAXOSMITHKLINE PLC
+$31.0K
11,505
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$30.0K
1,425
+17%
增持
ITOT
ISHARES TR
+$30.0K
19,382
+2%
减持
SLV
ISHARES SILVER TR
-$28.0K
7,348
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$28.0K
887
+73%
减持
IYF
ISHARES TR
+$28.0K
35,399
-1%
建仓
HOOD
ROBINHOOD MKTS INC
+$26.0K
625
减持
IEDI
ISHARES U S ETF TR
-$26.0K
8,796
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$25.0K
4,102
+17%
增持
DFAS
DIMENSIONAL ETF TRUST
-$22.0K
59,058
+1%
增持
SPYX
SPDR SER TR
+$21.0K
3,262
+6%
增持
ABBV
ABBVIE INC
+$21.0K
2,911
+12%
增持
JNJ
JOHNSON & JOHNSON
-$21.0K
10,287
+1%
减持
IETC
ISHARES U S ETF TR
-$21.0K
12,102
-4%
减持
XLY
SELECT SECTOR SPDR TR
-$21.0K
1,078
-10%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$21.0K
538
+121%
增持
CI
CIGNA CORP NEW
-$20.0K
1,139
+9%
增持
LQD
ISHARES TR
+$18.0K
176
+389%
增持
IEFA
ISHARES TR
+$16.0K
861
+35%
增持
IJJ
ISHARES TR
+$16.0K
44,419
+3%
增持
MMM
3M CO
+$14.0K
2,018
+18%
增持
UPRO
PROSHARES TR
+$14.0K
235
+104%
增持
IXN
ISHARES TR
-$14.0K
12,604
+484%
增持
TRV
TRAVELERS COMPANIES INC
+$14.0K
887
+10%
增持
DVY
ISHARES TR
-$14.0K
44,200
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$13.0K
270
+20%
建仓
NANR
SPDR INDEX SHS FDS
+$12.0K
308
减持
—
INVESCO EXCH TRD SLF IDX FD
-$10.0K
28,435
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$10.0K
959
+19%
增持
GIS
GENERAL MLS INC
+$10.0K
1,394
+17%
增持
IWB
ISHARES TR
+$10.0K
342
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$9.0K
13,823
+14%
增持
VNQ
VANGUARD INDEX FDS
+$9.0K
425
+28%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$8.0K
91
增持
WFC
WELLS FARGO CO NEW
+$8.0K
3,198
+3%
清仓
FLRN
SPDR SER TR
-$8.0K
0
-100%
增持
DIVB
ISHARES TR
+$8.0K
655
+46%
增持
DFAT
DIMENSIONAL ETF TRUST
+$8.0K
4,801
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.0K
955
+39%
清仓
AN
AUTONATION INC
-$8.0K
0
-100%
减持
IWF
ISHARES TR
-$7.0K
5,395
-1%
建仓
PGNY
PROGYNY INC
+$7.0K
117
建仓
TQQQ
PROSHARES TR
+$7.0K
55
建仓
—
MYOVANT SCIENCES LTD
+$7.0K
315
清仓
KMX
CARMAX INC
-$6.0K
0
-100%
增持
META
FACEBOOK INC
+$6.0K
298
+10%
减持
—
ISHARES TR
-$6.0K
10,452
-2%
增持
MA
MASTERCARD INCORPORATED
+$5.0K
179
+14%
建仓
—
LUCID GROUP INC
+$5.0K
190
减持
—
INVESCO EXCH TRD SLF IDX FD
-$5.0K
5,326
-4%
增持
INTC
INTEL CORP
+$5.0K
9,067
+7%
增持
IWR
ISHARES TR
-$4.0K
3,278
+0%
减持
—
PROSHARES TR
-$4.0K
1,653
-9%
减持
—
ISHARES TR
-$4.0K
557
-19%
减持
XLF
SELECT SECTOR SPDR TR
-$4.0K
27,683
-3%
增持
WMT
WALMART INC
-$4.0K
3,373
+0%
增持
MRK
MERCK & CO INC
-$4.0K
5,180
+2%
减持
ISTB
ISHARES TR
-$3.0K
257
-17%
建仓
KARS
KRANESHARES TR
+$3.0K
66
减持
SPY
SPDR S&P 500 ETF TR
-$3.0K
3,657
-0%
增持
VTRS
VIATRIS INC
-$3.0K
4,445
+1%
建仓
SDCCQ
SMILEDIRECTCLUB INC
+$3.0K
500
清仓
—
CHURCHILL CAPITAL CORP IV
-$3.0K
0
-100%
建仓
IYM
ISHARES TR
+$2.0K
15
建仓
ITB
ISHARES TR
+$2.0K
25
建仓
—
23ANDME HOLDING CO
+$2.0K
185
建仓
EWY
ISHARES INC
+$2.0K
25
增持
EEM
ISHARES TR
+$2.0K
114
+78%
建仓
XHB
SPDR SER TR
+$2.0K
25
增持
—
ETF MANAGERS TR
-$2.0K
333
+1%
