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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 115 项建仓 8增持 52减持 54清仓 1

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$3.5M

96,884 -8%

减持

AAPL APPLE INC

+$2.5M

172,385 -1%

减持

IVE ISHARES TR

-$1.9M

97,722 -6%

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

EUSA ISHARES INC

-$1.3M

118,696 -10%

减持

AMZN AMAZON COM INC

+$1.0M

31,659 -0%

减持

EFA ISHARES TR

-$1.0M

90,982 -3%

减持

IVW ISHARES TR

+$785.9K

170,456 -1%

减持

LLY ELI LILLY & CO

-$623.6K

5,248 -1%

增持

VTI VANGUARD INDEX FDS

+$595.0K

30,365 +5%

减持

QQQ INVESCO QQQ TR

-$580.7K

8,955 -15%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$505.0K

31,036 +13%

减持

DVY ISHARES TR

-$502.9K

36,210 -7%

增持

VV VANGUARD INDEX FDS

+$479.6K

22,988 +6%

减持

AGG ISHARES TR

-$442.2K

51,024 -4%

减持

JPM JPMORGAN CHASE & CO.

+$439.6K

15,293 -0%

建仓

SPYM SPDR SER TR

+$394.7K

5,725

减持

IJJ ISHARES TR

-$394.1K

42,106 -8%

建仓

SPYG SPDR SER TR

+$360.1K

4,097

减持

AMGN AMGEN INC

-$359.4K

5,680 -1%

减持

IYE ISHARES TR

-$356.5K

8,069 -48%

增持

IBDR ISHARES TR

+$351.1K

139,356 +13%

增持

IBDT ISHARES TR

+$328.8K

88,845 +20%

增持

IBDS ISHARES TR

+$320.2K

94,287 +19%

增持

IBDW ISHARES TR

+$311.5K

132,644 +18%

减持

IJS ISHARES TR

-$302.4K

57,318 -5%

增持

AVUV AMERICAN CENTY ETF TR

+$300.1K

9,098 +51%

增持

SCHB SCHWAB STRATEGIC TR

+$294.9K

38,010 +345%

增持

SPYV SPDR SER TR

+$283.7K

15,312 +62%

增持

VT VANGUARD INTL EQUITY INDEX F

+$273.3K

27,886 +11%

建仓

BSJT INVESCO EXCH TRD SLF IDX FD

+$272.6K

12,741

增持

— ISHARES TR

+$271.5K

147,273 +8%

建仓

SPMD SPDR SER TR

+$268.8K

4,915

减持

IJR ISHARES TR

-$239.6K

108,934 -0%

建仓

SCHK SCHWAB STRATEGIC TR

+$237.2K

8,377

减持

IYF ISHARES TR

-$235.9K

3,501 -42%

建仓

SPSM SPDR SER TR

+$231.1K

5,144

增持

VBK VANGUARD INDEX FDS

+$226.5K

2,449 +43%

减持

LQD ISHARES TR

-$226.2K

26,029 -2%

增持

SCHX SCHWAB STRATEGIC TR

+$224.8K

68,898 +241%

建仓

WFC WELLS FARGO CO NEW

+$220.6K

3,141

增持

SCHM SCHWAB STRATEGIC TR

+$215.8K

68,273 +238%

建仓

CHH CHOICE HOTELS INTL INC

+$215.8K

1,520

清仓

GSK GSK PLC

-$203.8K

0 -100%

增持

VOT VANGUARD INDEX FDS

+$198.7K

2,344 +44%

减持

— INVESCO EXCH TRD SLF IDX FD

-$198.6K

465,451 -2%

增持

VOE VANGUARD INDEX FDS

+$194.6K

4,066 +47%

增持

SCHA SCHWAB STRATEGIC TR

+$192.4K

48,635 +135%

增持

XLF SELECT SECTOR SPDR TR

+$191.3K

28,676 +9%

增持

BSJS INVESCO EXCH TRD SLF IDX FD

+$181.6K

84,590 +13%

增持

SCHD SCHWAB STRATEGIC TR

+$178.1K

16,391 +414%

增持

IBHF ISHARES TR

+$175.5K

60,122 +16%

减持

JNJ JOHNSON & JOHNSON

-$173.8K

9,943 -0%

增持

XLE SELECT SECTOR SPDR TR

+$169.2K

5,183 +66%

增持

— ISHARES TR

+$166.7K

64,551 +13%

减持

PFF ISHARES TR

-$164.6K

8,946 -33%

减持

IDV ISHARES TR

-$157.8K

27,096 -9%

增持

VEA VANGUARD TAX-MANAGED FDS

-$157.4K

85,211 +6%

减持

BSCR INVESCO EXCH TRD SLF IDX FD

-$154.5K

511,863 -0%

增持

BSCS INVESCO EXCH TRD SLF IDX FD

-$148.0K

494,476 +1%

增持

IBHG ISHARES TR

+$142.9K

48,010 +17%

减持

SPYX SPDR SER TR

-$142.1K

6,225 -33%

减持

IJT ISHARES TR

-$140.8K

12,796 -5%

减持

MSFT MICROSOFT CORP

-$134.6K

13,828 -0%

增持

COST COSTCO WHSL CORP NEW

+$134.1K

3,852 +1%

减持

DFAC DIMENSIONAL ETF TRUST

-$125.9K

6,472 -37%

增持

VTV VANGUARD INDEX FDS

+$120.1K

6,033 +17%

增持

BSJR INVESCO EXCH TRD SLF IDX FD

+$117.2K

351,641 +3%

增持

TSLA TESLA INC

+$113.4K

781 +1%

减持

IEDI ISHARES U S ETF TR

-$107.4K

4,880 -31%

减持

IJK ISHARES TR

-$105.6K

30,054 -3%

减持

BSCQ INVESCO EXCH TRD SLF IDX FD

-$104.3K

482,576 -0%

减持

HYG ISHARES TR

-$98.2K

53,949 -0%

增持

NVDA NVIDIA CORPORATION

+$95.9K

6,483 +2%

减持

RTX RTX CORPORATION

-$93.3K

10,463 -3%

增持

VOO VANGUARD INDEX FDS

+$85.9K

1,669 +8%

减持

PBT PERMIAN BASIN RTY TR

-$83.7K

12,300 -34%

减持

IWO ISHARES TR

-$83.2K

5,863 -6%

增持

BSJQ INVESCO EXCH TRD SLF IDX FD

+$82.3K

465,102 +2%

增持

BSCV INVESCO EXCH TRD SLF IDX FD

+$79.3K

22,635 +33%

减持

SCHW SCHWAB CHARLES CORP

+$77.2K

9,802 -2%

增持

MRK MERCK & CO INC

-$75.7K

5,782 +1%

增持

PFE PFIZER INC

-$75.4K

33,672 +1%

增持

BSCU INVESCO EXCH TRD SLF IDX FD

+$70.9K

79,426 +10%

增持

VUG VANGUARD INDEX FDS

+$69.2K

1,422 +6%

减持

PEJ INVESCO EXCHANGE TRADED FD T

+$61.3K

15,415 -1%

增持

HD HOME DEPOT INC

-$60.3K

4,537 +1%

减持

ITOT ISHARES TR

-$59.2K

50,745 -3%

减持

SOXX ISHARES TR

-$58.4K

3,504 -1%

减持

IEFA ISHARES TR

-$56.3K

6,840 -1%

减持

IJH ISHARES TR

-$53.1K

296,194 -0%

减持

VNQ VANGUARD INDEX FDS

-$52.8K

3,423 -7%

增持

— INVESCO EXCH TRD SLF IDX FD

+$52.6K

458,538 +1%

减持

SCHE SCHWAB STRATEGIC TR

-$46.9K

11,281 -5%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$46.0K

32,962 +12%

减持

VSS VANGUARD INTL EQUITY INDEX F

-$44.9K

1,750 -10%

增持

SCHG SCHWAB STRATEGIC TR

+$38.4K

17,143 +307%

减持

DFIV DIMENSIONAL ETF TRUST

-$37.7K

14,427 -0%

增持

IBDV ISHARES TR

-$36.4K

355,057 +3%

减持

IWM ISHARES TR

-$36.4K

3,859 -4%

减持

SLV ISHARES SILVER TR

-$29.8K

8,103 -5%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$27.6K

130,829 +4%

减持

COR CENCORA INC

-$24.6K

11,891 -1%

减持

IXN ISHARES TR

+$23.3K

10,794 -0%

增持

GLD SPDR GOLD TR

+$21.5K

1,191 +8%

增持

HDV ISHARES TR

+$20.1K

16,385 +6%

增持

SCHF SCHWAB STRATEGIC TR

+$19.9K

46,298 +128%

减持

IWF ISHARES TR

+$18.3K

4,296 -6%

减持

TQQQ PROSHARES TR

+$17.5K

3,150 -1%

增持

SCHV SCHWAB STRATEGIC TR

-$16.1K

29,232 +202%

减持

VB VANGUARD INDEX FDS

+$12.5K

6,588 -0%

增持

EEM ISHARES TR

-$10.6K

8,325 +6%

减持

ABT ABBOTT LABS

-$3.0K

2,732 -0%

增持

OXY OCCIDENTAL PETE CORP

-$2.9K

5,449 +3%

增持

IBDU ISHARES TR

-$1.2K

355,134 +3%

减持

SPY SPDR S&P 500 ETF TR

-$691

5,160 -2%