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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 115 项建仓 9增持 56减持 48清仓 2

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$5.9M

102,668 +2%

减持

AAPL APPLE INC

-$5.6M

211,735 -3%

增持

IBDU ISHARES TR

+$3.3M

244,544 +150%

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

IBDV ISHARES TR

+$3.2M

256,143 +139%

增持

AGG ISHARES TR

+$3.1M

50,683 +169%

增持

HYG ISHARES TR

+$2.3M

51,564 +130%

减持

— INVESCO EXCH TRD SLF IDX FD

-$2.0M

418,478 -19%

减持

BSCQ INVESCO EXCH TRD SLF IDX FD

-$1.9M

413,756 -19%

增持

IJH ISHARES TR

+$1.7M

275,644 +409%

减持

— INVESCO EXCH TRD SLF IDX FD

-$1.7M

368,209 -17%

减持

— INVESCO EXCH TRD SLF IDX FD

-$1.7M

359,097 -19%

减持

IVW ISHARES TR

+$1.6M

171,754 -0%

增持

IVE ISHARES TR

+$1.4M

102,966 +0%

减持

— INVESCO EXCH TRD SLF IDX FD

-$1.4M

404,773 -14%

增持

VTI VANGUARD INDEX FDS

+$1.2M

25,176 +13%

减持

BSJQ INVESCO EXCH TRD SLF IDX FD

-$1.2M

391,131 -12%

减持

BSCS INVESCO EXCH TRD SLF IDX FD

-$1.1M

406,019 -11%

减持

BSCR INVESCO EXCH TRD SLF IDX FD

-$1.0M

438,178 -10%

增持

AMZN AMAZON COM INC

+$904.5K

31,644 +0%

增持

LQD ISHARES TR

+$901.7K

29,682 +41%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$807.3K

21,965 +19%

减持

EUSA ISHARES INC

+$688.0K

130,014 -1%

增持

MSFT MICROSOFT CORP

+$591.6K

12,620 +1%

减持

DFAS DIMENSIONAL ETF TRUST

-$507.6K

36,482 -22%

增持

IBDW ISHARES TR

+$504.8K

69,872 +57%

增持

JPM JPMORGAN CHASE & CO

+$480.7K

15,749 +0%

减持

ITOT ISHARES TR

+$473.3K

48,283 -0%

增持

VEA VANGUARD TAX-MANAGED FDS

+$468.4K

70,124 +10%

增持

VV VANGUARD INDEX FDS

+$432.4K

18,813 +1%

增持

IJR ISHARES TR

+$429.2K

99,485 +2%

减持

IJK ISHARES TR

+$346.0K

29,450 -0%

建仓

CART MAPLEBEAR INC

+$337.0K

9,036

增持

VT VANGUARD INTL EQUITY INDEX F

+$336.0K

21,607 +8%

减持

EFA ISHARES TR

+$298.5K

96,331 -2%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$292.2K

10,420 +0%

增持

COST COSTCO WHSL CORP NEW

+$289.5K

3,754 +1%

增持

NVDA NVIDIA CORPORATION

+$262.3K

635 +1%

建仓

META META PLATFORMS INC

+$250.1K

515

减持

SPY SPDR S&P 500 ETF TR

+$216.5K

5,180 -1%

减持

QQQ INVESCO QQQ TR

+$216.0K

10,357 -3%

建仓

TRV TRAVELERS COMPANIES INC

+$215.9K

938

清仓

— WNS HLDGS LTD

-$214.4K

0 -100%

建仓

SSD SIMPSON MFG INC

+$205.2K

1,000

建仓

CHH CHOICE HOTELS INTL INC

+$204.4K

1,618

建仓

XLC SELECT SECTOR SPDR TR

+$201.9K

2,473

清仓

YUMC YUM CHINA HLDGS INC

-$201.8K

0 -100%

增持

VTV VANGUARD INDEX FDS

+$194.5K

4,935 +21%

减持

IJJ ISHARES TR

+$184.5K

46,409 -0%

减持

DVY ISHARES TR

+$181.3K

38,742 -1%

增持

RTX RTX CORPORATION

+$158.5K

10,883 +1%

增持

IBDT ISHARES TR

+$156.5K

41,170 +19%

增持

BSJS INVESCO EXCH TRD SLF IDX FD

+$156.2K

62,702 +13%

增持

VO VANGUARD INDEX FDS

+$142.7K

6,875 +2%

减持

IWF ISHARES TR

+$140.9K

4,615 -1%

增持

BSJR INVESCO EXCH TRD SLF IDX FD

+$140.6K

202,877 +4%

增持

— ISHARES TR

+$139.2K

90,330 +6%

增持

MRK MERCK & CO INC

+$133.0K

5,645 +1%

增持

VB VANGUARD INDEX FDS

+$131.3K

6,490 +2%

减持

SCHM SCHWAB STRATEGIC TR

+$118.1K

20,933 -1%

增持

SCHX SCHWAB STRATEGIC TR

+$117.4K

20,680 +0%

增持

SOXX ISHARES TR

+$116.2K

3,633 +197%

增持

IBDS ISHARES TR

+$108.7K

48,202 +11%

增持

VUG VANGUARD INDEX FDS

+$106.0K

1,363 +17%

增持

ORCL ORACLE CORP

+$96.4K

4,488 +1%

减持

IETC ISHARES U S ETF TR

+$94.3K

11,191 -0%

减持

XLF SELECT SECTOR SPDR TR

+$88.6K

23,831 -2%

增持

IYE ISHARES TR

+$83.4K

15,129 +1%

增持

IBDR ISHARES TR

+$82.4K

72,760 +5%

减持

IWO ISHARES TR

+$81.4K

6,349 -2%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$78.6K

24,311 +1%

增持

WMT WALMART INC

+$73.2K

9,466 +201%

减持

HDV ISHARES TR

+$71.6K

13,606 -3%

增持

IEFA ISHARES TR

+$71.5K

7,334 +9%

减持

IXN ISHARES TR

+$70.8K

10,992 -0%

增持

VOO VANGUARD INDEX FDS

+$67.8K

1,444 +1%

减持

BSCT INVESCO EXCH TRD SLF IDX FD

-$64.6K

98,940 -2%

增持

IWR ISHARES TR

+$63.3K

9,931 +0%

增持

— ISHARES TR

+$61.6K

73,877 +3%

减持

MCD MCDONALDS CORP

-$60.4K

4,005 -0%

减持

PEJ INVESCO EXCHANGE TRADED FD T

+$56.8K

16,095 -2%

减持

SCHB SCHWAB STRATEGIC TR

+$55.0K

10,860 -1%

减持

IJS ISHARES TR

-$54.8K

61,961 -1%

减持

IYF ISHARES TR

+$50.4K

5,657 -2%

减持

— ISHARES TR

-$48.8K

42,527 -5%

增持

SCHW SCHWAB CHARLES CORP

+$47.1K

10,186 +2%

减持

IJT ISHARES TR

+$42.6K

13,353 -2%

减持

SCHG SCHWAB STRATEGIC TR

+$41.1K

4,274 -0%

减持

PFE PFIZER INC

-$40.6K

34,357 -0%

增持

— ISHARES TR

+$40.2K

43,792 +3%

减持

SPYX SPDR SER TR

+$38.3K

9,660 -0%

减持

SCHA SCHWAB STRATEGIC TR

+$38.3K

21,531 -0%

增持

SPYV SPDR SER TR

+$38.2K

9,447 +1%

增持

ONEQ FIDELITY COMWLTH TR

+$37.1K

7,130 +0%

减持

IEDI ISHARES U S ETF TR

+$36.4K

7,066 -1%

增持

IBHG ISHARES TR

+$32.5K

23,584 +6%

增持

INTC INTEL CORP

-$22.5K

6,542 +6%

减持

PFF ISHARES TR

-$22.3K

13,566 -8%

建仓

— ACCELERATE DIAGNOSTICS INC

+$19.6K

19,813

减持

IDV ISHARES TR

-$19.0K

31,932 -2%

建仓

— SUMMIT HOTEL PPTYS

+$17.7K

20,000

建仓

— VISHAY INTERTECHNOLOGY INC

+$14.8K

15,000

增持

JNJ JOHNSON & JOHNSON

+$14.7K

10,093 +0%

增持

IGV ISHARES TR

+$14.1K

3,405 +400%

增持

BSCU INVESCO EXCH TRD SLF IDX FD

-$10.7K

57,787 +0%

减持

IEV ISHARES TR

-$10.7K

4,588 -9%

减持

SCHV SCHWAB STRATEGIC TR

+$9.1K

9,860 -7%

增持

AMH AMERICAN HOMES 4 RENT

+$8.9K

9,510 +0%

增持

IBHF ISHARES TR

+$6.8K

31,871 +0%

减持

IWM ISHARES TR

+$5.7K

4,178 -4%

减持

SCHE SCHWAB STRATEGIC TR

+$5.6K

12,302 -0%

减持

XLY SELECT SECTOR SPDR TR

+$5.0K

1,369 -1%

增持

BSCV INVESCO EXCH TRD SLF IDX FD

+$4.8K

11,505 +5%

减持

SCHF SCHWAB STRATEGIC TR

+$4.2K

20,677 -5%

减持

EEM ISHARES TR

+$2.7K

7,998 -1%

增持

MDLZ MONDELEZ INTL INC

+$1.3K

3,647 +4%