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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 92 项建仓 7增持 43减持 29清仓 13

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$9.1M

240,548 -0%

增持

IVV ISHARES TR

-$5.1M

78,872 +2%

减持

IYE ISHARES TR

-$3.6M

83,490 -50%

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

IVW ISHARES TR

-$3.3M

182,809 -1%

建仓

DFAS DIMENSIONAL ETF TRUST

+$2.9M

59,774

减持

EUSA ISHARES INC

-$2.3M

143,220 -2%

增持

ITOT ISHARES TR

+$2.2M

51,928 +145%

增持

AMZN AMAZON COM INC

-$2.1M

35,915 +1884%

增持

IVE ISHARES TR

-$2.0M

100,847 +0%

减持

SHY ISHARES TR

-$1.9M

25,175 -48%

增持

IJH ISHARES TR

-$1.7M

46,747 +3%

减持

IJS ISHARES TR

-$966.0K

64,234 -1%

增持

QQQ INVESCO QQQ TR

+$870.0K

10,226 +86%

增持

IJJ ISHARES TR

-$726.0K

46,558 +1%

减持

— INVESCO EXCH TRD SLF IDX FD

-$717.0K

173,738 -12%

增持

BSJQ INVESCO EXCH TRD SLF IDX FD

-$698.0K

330,111 +0%

增持

EFA ISHARES TR

-$687.0K

91,812 +5%

增持

GOOGL ALPHABET INC

-$681.0K

1,177 +1%

增持

IYF ISHARES TR

-$669.0K

56,605 +3%

清仓

— GLAXOSMITHKLINE PLC

-$501.0K

0 -100%

减持

IJK ISHARES TR

-$490.0K

30,412 -1%

建仓

DFIV DIMENSIONAL ETF TRUST

+$460.0K

15,909

减持

DVY ISHARES TR

-$460.0K

42,757 -0%

减持

— INVESCO EXCH TRD SLF IDX FD

-$420.0K

108,318 -15%

建仓

DFUS DIMENSIONAL ETF TRUST

+$416.0K

10,205

减持

IWO ISHARES TR

-$403.0K

7,425 -2%

增持

VTI VANGUARD INDEX FDS

-$400.0K

13,093 +4%

增持

— INVESCO EXCH TRD SLF IDX FD

-$391.0K

379,787 +2%

增持

COST COSTCO WHSL CORP NEW

-$357.0K

3,721 +0%

增持

— INVESCO EXCH TRD SLF IDX FD

-$357.0K

401,731 +4%

清仓

— ISHARES TR

-$339.0K

0 -100%

清仓

— ISHARES TR

-$336.0K

0 -100%

增持

— INVESCO EXCH TRD SLF IDX FD

+$328.0K

457,410 +6%

减持

IJT ISHARES TR

-$327.0K

14,264 -1%

减持

IWF ISHARES TR

-$320.0K

5,197 -1%

建仓

DFUV DIMENSIONAL ETF TRUST

+$313.0K

9,917

增持

— INVESCO EXCH TRD SLF IDX FD

-$309.0K

423,210 +6%

减持

SCHM SCHWAB STRATEGIC TR

-$307.0K

21,565 -1%

减持

PEJ INVESCO EXCHANGE TRADED FD T

-$292.0K

21,700 -2%

清仓

XLY SELECT SECTOR SPDR TR

-$272.0K

0 -100%

增持

SPY SPDR S&P 500 ETF TR

-$252.0K

4,337 +4%

清仓

SYK STRYKER CORPORATION

-$251.0K

0 -100%

清仓

— ISHARES TR

-$241.0K

0 -100%

建仓

DFAC DIMENSIONAL ETF TRUST

+$241.0K

10,350

建仓

DFAX DIMENSIONAL ETF TRUST

+$239.0K

11,132

清仓

VUG VANGUARD INDEX FDS

-$236.0K

0 -100%

建仓

YUMC YUM CHINA HLDGS INC

+$233.0K

4,797

清仓

IBDR ISHARES TR

-$230.0K

0 -100%

清仓

CHH CHOICE HOTELS INTL INC

-$229.0K

0 -100%

增持

IJR ISHARES TR

-$227.0K

89,347 +14%

减持

SCHA SCHWAB STRATEGIC TR

-$224.0K

22,463 -3%

清仓

TSLA TESLA INC

-$220.0K

0 -100%

清仓

— ISHARES TR

-$214.0K

0 -100%

清仓

IMCB ISHARES TR

-$208.0K

0 -100%

清仓

VOO VANGUARD INDEX FDS

-$202.0K

0 -100%

减持

XLF SELECT SECTOR SPDR TR

-$196.0K

26,920 -1%

减持

IWM ISHARES TR

-$188.0K

5,182 -0%

减持

IDV ISHARES TR

-$183.0K

37,456 -1%

减持

SOXX ISHARES TR

-$175.0K

1,305 -2%

减持

— ACCELERATE DIAGNOSTICS INC

-$169.0K

12,523 -90%

增持

— INVESCO EXCH TRD SLF IDX FD

+$166.0K

370,848 +3%

减持

IXN ISHARES TR

-$161.0K

12,181 -2%

减持

IETC ISHARES U S ETF TR

-$155.0K

11,526 -1%

增持

VT VANGUARD INTL EQUITY INDEX F

-$141.0K

13,775 +6%

减持

SCHF SCHWAB STRATEGIC TR

-$125.0K

22,957 -1%

增持

— INVESCO EXCH TRD SLF IDX FD

-$119.0K

474,667 +0%

增持

SCHX SCHWAB STRATEGIC TR

-$117.0K

21,087 +7%

增持

PFF ISHARES TR

-$107.0K

30,283 +0%

增持

BSCQ INVESCO EXCH TRD SLF IDX FD

-$103.0K

414,219 +2%

增持

VEU VANGUARD INTL EQUITY INDEX F

-$100.0K

19,512 +5%

增持

WMT WALMART INC

-$91.0K

3,333 +0%

增持

BA BOEING CO

-$83.0K

2,711 +14%

减持

IEDI ISHARES U S ETF TR

-$80.0K

8,177 -2%

减持

AMH AMERICAN HOMES 4 RENT

-$77.0K

11,923 -5%

增持

HDV ISHARES TR

-$72.0K

14,906 +2%

增持

SCHV SCHWAB STRATEGIC TR

+$67.0K

9,700 +28%

增持

SPYX SPDR SER TR

-$66.0K

3,715 +1%

增持

VO VANGUARD INDEX FDS

+$58.0K

2,123 +40%

减持

GLD SPDR GOLD TR

-$55.0K

1,471 -12%

增持

ONEQ FIDELITY COMWLTH TR

+$51.0K

7,237 +54%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$50.0K

32,205 +22%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$47.0K

10,435 +22%

增持

MRK MERCK & CO INC

+$47.0K

5,190 +0%

减持

— ISHARES U S ETF TR

-$45.0K

26,686 -1%

减持

VSS VANGUARD INTL EQUITY INDEX F

-$44.0K

2,017 -1%

增持

VV VANGUARD INDEX FDS

-$31.0K

10,190 +19%

增持

IEV ISHARES TR

-$30.0K

5,679 +4%

增持

SCHE SCHWAB STRATEGIC TR

-$26.0K

11,834 +1%

增持

VB VANGUARD INDEX FDS

+$23.0K

1,889 +30%

增持

SCHB SCHWAB STRATEGIC TR

-$22.0K

6,723 +13%

增持

VTV VANGUARD INDEX FDS

-$19.0K

1,765 +4%

增持

IWR ISHARES TR

-$5.0K

3,840 +19%