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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 149 项
建仓 11
增持 65
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$5.9M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$5.0M
0
-100%
增持
IVV
ISHARES TR
+$4.0M
104,905
+2%
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
BSJR
INVESCO EXCH TRD SLF IDX FD
+$2.7M
341,832
+49%
增持
IBDU
ISHARES TR
+$1.9M
344,461
+26%
增持
IJR
ISHARES TR
+$1.9M
109,362
+7%
增持
IJH
ISHARES TR
+$1.9M
296,998
+4%
增持
IVE
ISHARES TR
+$1.7M
104,000
+1%
增持
IBDV
ISHARES TR
+$1.6M
343,727
+21%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.6M
491,335
+15%
清仓
—
ISHARES TR
-$1.3M
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.3M
513,466
+12%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.3M
458,025
+12%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.2M
484,704
+12%
增持
EUSA
ISHARES INC
+$1.1M
132,206
+1%
增持
VTI
VANGUARD INDEX FDS
+$996.6K
28,977
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$980.3K
455,270
+9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$977.2K
475,066
+10%
减持
AAPL
APPLE INC
-$965.4K
174,405
-12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$944.3K
27,536
+13%
增持
IBDR
ISHARES TR
+$843.9K
123,590
+36%
清仓
—
ISHARES TR
-$838.0K
0
-100%
增持
—
ISHARES TR
+$709.8K
136,162
+25%
增持
VV
VANGUARD INDEX FDS
+$677.8K
21,726
+8%
增持
IBDW
ISHARES TR
+$675.3K
112,525
+33%
减持
GOOGL
ALPHABET INC
-$663.6K
20,271
-8%
增持
IVW
ISHARES TR
+$652.2K
172,537
+1%
增持
ITOT
ISHARES TR
+$612.8K
52,429
+4%
减持
IJS
ISHARES TR
+$603.5K
60,632
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$582.8K
10,582
+4%
增持
IBDT
ISHARES TR
+$581.5K
73,773
+40%
增持
DVY
ISHARES TR
+$571.1K
38,920
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$545.5K
80,139
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$543.1K
25,086
+15%
增持
IBDS
ISHARES TR
+$488.5K
79,562
+30%
建仓
VOE
VANGUARD INDEX FDS
+$463.2K
2,762
增持
MCD
MCDONALDS CORP
+$452.6K
4,838
+21%
减持
IJJ
ISHARES TR
+$438.1K
45,750
-1%
减持
EFA
ISHARES TR
+$430.8K
94,235
-1%
建仓
VOT
VANGUARD INDEX FDS
+$396.1K
1,627
减持
GOOG
ALPHABET INC
-$380.0K
18,918
-2%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$360.0K
126,091
+14%
增持
AVUV
AMERICAN CENTY ETF TR
+$358.4K
6,026
+146%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$342.2K
29,308
+14%
减持
LOW
LOWES COS INC
+$341.3K
7,430
-2%
增持
IBHG
ISHARES TR
+$337.4K
40,922
+53%
增持
HD
HOME DEPOT INC
+$329.3K
4,505
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$316.8K
5,272
+6%
增持
IBHF
ISHARES TR
+$310.5K
51,956
+31%
增持
MSFT
MICROSOFT CORP
+$305.6K
13,858
+9%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$292.5K
74,561
+18%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$281.7K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$274.8K
3,130
建仓
SCHD
SCHWAB STRATEGIC TR
+$269.7K
3,190
建仓
GLD
SPDR GOLD TR
+$266.9K
1,098
增持
VBK
VANGUARD INDEX FDS
+$243.7K
1,718
+99%
增持
—
ISHARES TR
+$242.0K
57,119
+22%
建仓
V
VISA INC
+$229.6K
835
增持
RTX
RTX CORPORATION
+$225.9K
10,763
+0%
建仓
PBT
PERMIAN BASIN RTY TR
+$220.0K
18,500
增持
AMZN
AMAZON COM INC
-$214.9K
31,670
+0%
建仓
TRV
TRAVELERS COMPANIES INC
+$213.3K
911
增持
VTV
VANGUARD INDEX FDS
+$212.6K
5,163
+20%
减持
AGG
ISHARES TR
+$211.9K
53,188
-0%
增持
HDV
ISHARES TR
+$207.0K
15,467
+4%
减持
INTU
INTUIT
-$207.0K
4,336
-2%
增持
COST
COSTCO WHSL CORP NEW
+$203.7K
3,830
+2%
建仓
TSLA
TESLA INC
+$202.0K
772
清仓
INTC
INTEL CORP
-$201.4K
0
-100%
建仓
YUMC
YUM CHINA HLDGS INC
+$201.4K
4,474
增持
IJK
ISHARES TR
+$192.8K
30,876
+3%
增持
HYG
ISHARES TR
+$192.4K
54,063
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$186.6K
26,358
+8%
增持
QQQ
INVESCO QQQ TR
+$185.8K
10,570
+2%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$185.4K
72,526
+13%
增持
IJT
ISHARES TR
+$156.4K
13,427
+0%
减持
BIIB
BIOGEN INC
-$152.6K
3,535
-2%
减持
LQD
ISHARES TR
-$145.4K
26,617
-10%
减持
VO
VANGUARD INDEX FDS
+$143.4K
6,982
-0%
减持
JNJ
JOHNSON & JOHNSON
+$136.5K
9,945
-1%
增持
VB
VANGUARD INDEX FDS
+$134.8K
6,620
+1%
减持
LLY
ELI LILLY & CO
-$127.9K
5,277
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$117.9K
1,310
-6%
减持
IWO
ISHARES TR
+$117.9K
6,234
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$105.8K
10,002
-2%
增持
ABBV
ABBVIE INC
+$104.4K
2,892
+6%
减持
OXY
OCCIDENTAL PETE CORP
-$98.8K
5,281
-10%
减持
ORCL
ORACLE CORP
+$93.9K
4,270
-5%
减持
BA
BOEING CO
-$92.7K
2,304
-5%
增持
VUG
VANGUARD INDEX FDS
+$89.6K
1,340
+18%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$88.9K
14,000
减持
WMT
WALMART INC
+$87.0K
9,049
-5%
减持
SCHM
SCHWAB STRATEGIC TR
+$81.6K
20,171
-2%
增持
VOO
VANGUARD INDEX FDS
+$80.0K
1,542
+5%
减持
DFAS
DIMENSIONAL ETF TRUST
+$72.9K
34,917
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$67.6K
9,029
-6%
增持
IYF
ISHARES TR
+$61.7K
5,996
+1%
减持
SCHV
SCHWAB STRATEGIC TR
+$60.5K
9,682
-0%
减持
SOXX
ISHARES TR
-$59.8K
3,528
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$53.0K
20,686
-3%
增持
MRK
MERCK & CO INC
-$52.2K
5,732
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$51.8K
20,225
-2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$50.3K
17,035
+16%
减持
VNQ
VANGUARD INDEX FDS
+$49.8K
3,671
-0%
减持
IDV
ISHARES TR
+$48.9K
29,760
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$45.8K
3,653
-24%
减持
IWM
ISHARES TR
+$45.7K
4,025
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$45.7K
20,345
-1%
减持
IWR
ISHARES TR
+$44.2K
9,638
-3%
增持
IEFA
ISHARES TR
+$42.8K
6,880
+1%
减持
ZION
ZIONS BANCORPORATION N A
+$42.1K
20,604
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$40.9K
15,301
-3%
增持
SLV
ISHARES SILVER TR
+$40.9K
8,559
+12%
减持
COR
CENCORA INC
-$36.9K
11,979
-1%
减持
DIS
DISNEY WALT CO
-$32.7K
3,227
-7%
减持
IETC
ISHARES U S ETF TR
+$31.3K
11,033
-0%
减持
IWF
ISHARES TR
+$30.1K
4,547
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$30.0K
1,383
+2%
减持
SNA
SNAP ON INC
+$25.0K
1,872
-5%
增持
IYE
ISHARES TR
-$24.0K
15,628
+0%
减持
IEDI
ISHARES U S ETF TR
+$23.6K
7,079
-0%
减持
AMGN
AMGEN INC
+$23.5K
5,710
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$23.4K
9,212
-1%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
+$22.0K
15,587
-2%
减持
YUM
YUM BRANDS INC
+$21.1K
4,851
-2%
增持
HON
HONEYWELL INTL INC
-$21.0K
3,760
+1%
减持
SCHE
SCHWAB STRATEGIC TR
+$20.6K
11,902
-3%
增持
XLC
SELECT SECTOR SPDR TR
+$18.9K
2,552
+3%
减持
SPYX
SPDR SER TR
+$18.3K
9,352
-2%
减持
EEM
ISHARES TR
+$18.0K
7,823
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$18.0K
8,537
-8%
清仓
—
SUMMIT HOTEL PPTYS
-$17.9K
0
-100%
减持
PFF
ISHARES TR
+$17.8K
13,418
-1%
减持
GSK
GSK PLC
-$17.4K
4,985
-13%
减持
CMCSA
COMCAST CORP NEW
+$16.8K
15,142
-4%
减持
DFAC
DIMENSIONAL ETF TRUST
+$16.1K
10,200
-1%
减持
IEV
ISHARES TR
+$14.9K
4,462
-0%
清仓
—
VISHAY INTERTECHNOLOGY INC
-$14.6K
0
-100%
减持
ABT
ABBOTT LABS
+$13.8K
2,737
-5%
减持
AMH
AMERICAN HOMES 4 RENT
+$11.1K
9,547
-0%
减持
IXN
ISHARES TR
-$9.7K
10,802
-1%
减持
—
ACCELERATE DIAGNOSTICS INC
+$9.2K
20,313
-7%
减持
CI
THE CIGNA GROUP
+$9.1K
1,113
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$8.1K
4,217
-1%
减持
PFE
PFIZER INC
+$7.4K
33,472
-3%
增持
NVDA
NVIDIA CORPORATION
-$7.3K
6,379
+1%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$5.6K
4,014
-8%
减持
DFIV
DIMENSIONAL ETF TRUST
+$5.5K
14,432
-5%
减持
PEP
PEPSICO INC
-$4.7K
1,788
-4%
