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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
增持 40
减持 25
清仓 85
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$8.6M
239,588
-0%
增持
IVV
ISHARES TR
+$5.2M
72,683
+6%
增持
IVW
ISHARES TR
+$2.2M
154,999
+7%
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。
增持
IVE
ISHARES TR
+$1.9M
96,072
+6%
增持
IJH
ISHARES TR
+$1.3M
44,744
+4%
增持
IJR
ISHARES TR
+$1.2M
72,605
+11%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.2M
231,283
-19%
减持
EUSA
ISHARES INC
+$808.0K
152,993
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$740.0K
261,437
-11%
减持
MSFT
MICROSOFT CORP
+$689.0K
12,786
-0%
增持
VTI
VANGUARD INDEX FDS
+$684.0K
12,027
+20%
增持
—
ACCELERATE DIAGNOSTICS INC
+$612.0K
125,678
+1571%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$608.0K
309,106
+8%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$600.0K
0
-100%
增持
SHY
ISHARES TR
+$580.0K
50,178
+16%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$488.0K
386,631
+8%
减持
LOW
LOWES COS INC
+$472.0K
8,547
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$468.0K
12,195
+48%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$467.0K
379,857
+5%
减持
INTU
INTUIT
+$450.0K
4,808
-2%
增持
IJJ
ISHARES TR
+$446.0K
45,382
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$437.0K
366,660
+5%
增持
QQQ
INVESCO QQQ TR
+$435.0K
5,124
+14%
增持
ITOT
ISHARES TR
+$432.0K
21,864
+13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$403.0K
15,460
+102%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$389.0K
409,310
+6%
增持
EFA
ISHARES TR
+$380.0K
87,294
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$346.0K
6,560
+230%
增持
IJS
ISHARES TR
+$333.0K
64,754
+1%
减持
DVY
ISHARES TR
+$322.0K
43,993
-0%
增持
IJK
ISHARES TR
+$321.0K
31,463
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$286.0K
5,378
+37%
增持
IJT
ISHARES TR
+$283.0K
14,424
+9%
清仓
—
ISHARES TR
-$258.0K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$252.0K
452,235
+4%
减持
LLY
LILLY ELI & CO
+$245.0K
5,489
-0%
增持
HDV
ISHARES TR
+$230.0K
14,270
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$217.0K
3,761
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$199.0K
59,924
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$178.0K
17,840
+19%
清仓
OXY
OCCIDENTAL PETE CORP
-$174.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$167.0K
0
-100%
增持
BIIB
BIOGEN INC
-$159.0K
3,814
+1%
增持
VNQ
VANGUARD INDEX FDS
+$157.0K
1,720
+305%
清仓
BDX
BECTON DICKINSON & CO
-$154.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$151.0K
0
-100%
减持
IWF
ISHARES TR
+$149.0K
5,327
-1%
清仓
WFC
WELLS FARGO CO NEW
-$148.0K
0
-100%
减持
IYF
ISHARES TR
+$142.0K
35,348
-0%
清仓
PSMT
PRICESMART INC
-$138.0K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$138.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$135.0K
0
-100%
清仓
IGV
ISHARES TR
-$134.0K
0
-100%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$126.0K
22,552
-8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$125.0K
367,637
+1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$122.0K
0
-100%
清仓
TXNM
PNM RES INC
-$112.0K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$112.0K
1,491
+38%
清仓
EIS
ISHARES INC
-$110.0K
0
-100%
减持
SOXX
ISHARES TR
+$108.0K
1,328
-3%
清仓
SSD
SIMPSON MFG INC
-$107.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$106.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$106.0K
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$103.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$103.0K
0
-100%
清仓
ISCB
ISHARES TR
-$101.0K
0
-100%
清仓
META
FACEBOOK INC
-$101.0K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$100.0K
0
-100%
清仓
ILCB
ISHARES TR
-$98.0K
0
-100%
清仓
—
ISHARES TR
-$97.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$93.0K
10,251
-0%
清仓
FTNT
FORTINET INC
-$93.0K
0
-100%
清仓
C
CITIGROUP INC
-$93.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$91.0K
0
-100%
减持
IXN
ISHARES TR
+$90.0K
12,487
-1%
减持
IYE
ISHARES TR
+$90.0K
239,834
-5%
增持
SCHB
SCHWAB STRATEGIC TR
+$88.0K
2,807
+27%
减持
JPM
JPMORGAN CHASE & CO
-$86.0K
15,781
-0%
减持
CMCSA
COMCAST CORP NEW
-$86.0K
15,095
-0%
清仓
T
AT&T INC
-$84.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$83.0K
0
-100%
清仓
V
VISA INC
-$83.0K
0
-100%
清仓
IWB
ISHARES TR
-$83.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$82.0K
0
-100%
清仓
LIT
GLOBAL X FDS
-$81.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$81.0K
1,562
+17%
清仓
—
CIMAREX ENERGY CO
-$81.0K
0
-100%
减持
AMGN
AMGEN INC
-$78.0K
5,767
-11%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$78.0K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$78.0K
0
-100%
清仓
VLUE
ISHARES TR
-$78.0K
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$77.0K
0
-100%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$77.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$77.0K
9,869
-2%
清仓
A
AGILENT TECHNOLOGIES INC
-$76.0K
0
-100%
增持
TSLA
TESLA INC
+$76.0K
201
+14%
清仓
AVDV
AMERICAN CENTY ETF TR
-$76.0K
0
-100%
清仓
ICLN
ISHARES TR
-$75.0K
0
-100%
清仓
SLQD
ISHARES TR
-$75.0K
0
-100%
清仓
FLOT
ISHARES TR
-$75.0K
0
-100%
清仓
SLYV
SPDR SER TR
-$73.0K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$73.0K
0
-100%
清仓
IUSV
ISHARES TR
-$73.0K
0
-100%
清仓
HPQ
HP INC
-$73.0K
0
-100%
减持
AMZN
AMAZON COM INC
+$72.0K
1,795
-0%
清仓
PDP
INVESCO EXCHANGE TRADED FD T
-$72.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$71.0K
0
-100%
增持
IEV
ISHARES TR
+$71.0K
5,325
+27%
清仓
IWD
ISHARES TR
-$70.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$70.0K
0
-100%
清仓
WPC
WP CAREY INC
-$70.0K
0
-100%
减持
ABT
ABBOTT LABS
+$69.0K
3,133
-1%
清仓
AVSF
AMERICAN CENTY ETF TR
-$69.0K
0
-100%
清仓
DOW
DOW INC
-$69.0K
0
-100%
清仓
IXJ
ISHARES TR
-$67.0K
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$67.0K
0
-100%
清仓
IEFA
ISHARES TR
-$64.0K
0
-100%
减持
VV
VANGUARD INDEX FDS
+$63.0K
4,236
-2%
清仓
MA
MASTERCARD INCORPORATED
-$62.0K
0
-100%
增持
SPYX
SPDR SER TR
+$62.0K
3,479
+7%
清仓
CRBN
ISHARES TR
-$62.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$61.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$61.0K
1,492
+18%
清仓
—
ISHARES TR
-$61.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$61.0K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
+$61.0K
21,858
-1%
清仓
SWK
STANLEY BLACK & DECKER INC
-$60.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$60.0K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$60.0K
0
-100%
清仓
QPX
ADVISORSHARES TR
-$58.0K
0
-100%
清仓
ETB
EATON VANCE TAX MNGED BUY WR
-$58.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$57.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$57.0K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$52.0K
0
-100%
清仓
AVIG
AMERICAN CENTY ETF TR
-$51.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$50.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$49.0K
0
-100%
减持
AMH
AMERICAN HOMES 4 RENT
+$47.0K
12,552
-4%
清仓
ARKW
ARK ETF TR
-$46.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$46.0K
0
-100%
清仓
EXC
EXELON CORP
-$45.0K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$44.0K
0
-100%
清仓
NVS
NOVARTIS AG
-$44.0K
0
-100%
清仓
—
BLACKROCK MUN INCOME TR
-$44.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$43.0K
1,676
+13%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$43.0K
0
-100%
清仓
GEN
NORTONLIFELOCK INC
-$42.0K
0
-100%
清仓
UA
UNDER ARMOUR INC
-$42.0K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$42.0K
0
-100%
清仓
QTUM
ETF SER SOLUTIONS
-$41.0K
0
-100%