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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 136 项
建仓 6
增持 65
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$5.0M
171,906
-0%
增持
IVV
ISHARES TR
-$2.6M
96,928
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.5M
390,308
-16%
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
VUG
VANGUARD INDEX FDS
+$1.5M
5,486
+286%
增持
IVW
ISHARES TR
-$1.4M
170,984
+0%
增持
IJR
ISHARES TR
-$1.1M
109,294
+0%
减持
MSFT
MICROSOFT CORP
-$1.1M
12,637
-9%
减持
AMZN
AMAZON COM INC
-$924.1K
31,649
-0%
增持
IJH
ISHARES TR
-$782.6K
302,884
+2%
减持
IJS
ISHARES TR
-$740.4K
56,267
-2%
增持
IBDW
ISHARES TR
+$719.0K
164,739
+24%
减持
GOOGL
ALPHABET INC
-$704.4K
20,259
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$634.5K
431,407
-6%
增持
IBDU
ISHARES TR
+$633.0K
377,436
+6%
减持
COR
CENCORA INC
+$632.6K
11,882
-0%
增持
IBDV
ISHARES TR
+$625.4K
377,965
+6%
建仓
IBDX
ISHARES TR
+$610.0K
24,410
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$568.5K
34,676
+12%
增持
IBDT
ISHARES TR
+$479.9K
106,579
+20%
增持
IBDR
ISHARES TR
+$469.8K
157,954
+13%
增持
RTX
RTX CORPORATION
+$467.4K
12,669
+21%
减持
QQQ
INVESCO QQQ TR
-$453.9K
8,795
-2%
增持
VTI
VANGUARD INDEX FDS
-$420.6K
30,489
+0%
增持
IBDS
ISHARES TR
+$415.7K
110,620
+17%
减持
VV
VANGUARD INDEX FDS
-$411.1K
22,522
-2%
减持
EFA
ISHARES TR
+$394.2K
88,993
-2%
建仓
IBHH
ISHARES TR
+$349.7K
14,969
清仓
VNQ
VANGUARD INDEX FDS
-$304.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$303.8K
10,577
-0%
减持
IJJ
ISHARES TR
-$295.9K
41,474
-2%
增持
AMGN
AMGEN INC
+$292.6K
5,691
+0%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$270.0K
502,400
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$253.0K
35,366
+7%
清仓
TQQQ
PROSHARES TR
-$249.3K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$248.8K
1,266
-24%
增持
HDV
ISHARES TR
+$243.3K
17,195
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$231.2K
7,225
+39%
减持
SPY
SPDR S&P 500 ETF TR
-$214.4K
5,023
-3%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$210.3K
5,523
建仓
—
WNS HLDGS LTD
+$208.6K
3,393
减持
JNJ
JOHNSON & JOHNSON
+$205.0K
9,907
-0%
减持
IWO
ISHARES TR
-$204.3K
5,804
-1%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$203.3K
0
-100%
建仓
—
EXXON MOBIL CORP
+$200.4K
1,685
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$200.3K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$197.2K
5,325
+31%
减持
DFAS
DIMENSIONAL ETF TRUST
-$195.7K
34,757
-0%
减持
—
ISHARES TR
-$192.8K
139,021
-6%
减持
IWF
ISHARES TR
-$189.4K
4,253
-1%
增持
VTV
VANGUARD INDEX FDS
+$185.2K
6,985
+16%
增持
IJK
ISHARES TR
-$170.5K
30,768
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$169.9K
29,719
+7%
增持
ITOT
ISHARES TR
-$163.7K
52,153
+3%
减持
IJT
ISHARES TR
-$159.5K
12,632
-1%
增持
EUSA
ISHARES INC
-$158.1K
119,252
+0%
减持
VB
VANGUARD INDEX FDS
-$154.6K
6,441
-2%
增持
IBHF
ISHARES TR
+$144.4K
66,160
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$141.8K
30,670
+7%
增持
IBHG
ISHARES TR
+$141.4K
54,159
+13%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$139.5K
357,792
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$131.4K
48,071
-1%
建仓
—
GLOBAL MED REIT INC
+$131.3K
15,000
增持
SCHD
SCHWAB STRATEGIC TR
+$125.1K
20,492
+25%
减持
SCHM
SCHWAB STRATEGIC TR
-$124.3K
67,463
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$122.4K
515,237
+1%
减持
IWM
ISHARES TR
-$119.3K
3,676
-5%
减持
IETC
ISHARES U S ETF TR
-$115.6K
11,018
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$111.7K
15,400
+1%
增持
MCD
MCDONALDS CORP
+$110.6K
4,844
+0%
减持
COST
COSTCO WHSL CORP NEW
+$107.6K
3,845
-0%
减持
LOW
LOWES COS INC
-$101.8K
7,426
-0%
减持
IXN
ISHARES TR
-$100.7K
10,748
-0%
减持
IVE
ISHARES TR
-$100.3K
97,349
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$99.3K
11,215
+23%
减持
SOXX
ISHARES TR
-$97.6K
3,494
-0%
增持
HD
HOME DEPOT INC
-$97.2K
4,551
+0%
增持
ABBV
ABBVIE INC
+$95.2K
2,907
+1%
减持
ZION
ZIONS BANCORPORATION N A
-$92.2K
20,568
-0%
增持
VOT
VANGUARD INDEX FDS
+$91.4K
2,805
+20%
减持
SCHE
SCHWAB STRATEGIC TR
-$88.2K
7,699
-32%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$87.4K
81,886
-4%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$85.6K
88,704
+5%
增持
BA
BOEING CO
+$85.6K
2,893
+26%
减持
SCHX
SCHWAB STRATEGIC TR
-$82.7K
68,586
-0%
减持
AGG
ISHARES TR
-$75.9K
49,215
-4%
增持
VBK
VANGUARD INDEX FDS
+$75.7K
3,025
+24%
减持
MRK
MERCK & CO INC
-$73.5K
5,589
-3%
减持
IDV
ISHARES TR
+$72.8K
26,263
-3%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$68.5K
15,131
-2%
减持
VO
VANGUARD INDEX FDS
-$66.5K
6,873
-2%
增持
TSLA
TESLA INC
-$58.3K
992
+27%
减持
DFUS
DIMENSIONAL ETF TRUST
-$57.3K
8,762
-5%
增持
ABT
ABBOTT LABS
+$56.6K
2,756
+1%
增持
IEFA
ISHARES TR
+$53.9K
7,067
+3%
减持
GLD
SPDR GOLD TR
+$51.9K
1,181
-1%
减持
PFE
PFIZER INC
-$51.1K
33,236
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$51.1K
45,886
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$49.6K
1,314
+0%
增持
IYE
ISHARES TR
+$48.3K
8,438
+5%
减持
DFIV
DIMENSIONAL ETF TRUST
+$48.1K
14,227
-1%
增持
IYF
ISHARES TR
+$47.8K
3,854
+10%
减持
DIS
DISNEY WALT CO
-$43.8K
3,197
-1%
减持
DVY
ISHARES TR
+$41.6K
35,711
-1%
增持
SCHG
SCHWAB STRATEGIC TR
-$38.9K
17,527
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$38.0K
1,379
-0%
增持
NVDA
NVIDIA CORPORATION
-$36.6K
7,695
+19%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$36.2K
80,552
+1%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$34.6K
131,354
+0%
减持
SLV
ISHARES SILVER TR
+$33.0K
7,948
-2%
增持
SCHB
SCHWAB STRATEGIC TR
-$27.0K
38,821
+2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$26.4K
482,691
+0%
减持
CMCSA
COMCAST CORP NEW
-$24.1K
14,748
-3%
减持
IEV
ISHARES TR
+$23.0K
4,386
-2%
增持
WMT
WALMART INC
-$19.9K
9,087
+0%
减持
LQD
ISHARES TR
+$18.7K
25,758
-1%
增持
SPYG
SPDR SER TR
-$18.6K
4,250
+4%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$18.1K
23,385
+3%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$15.8K
466,126
+0%
减持
IEDI
ISHARES U S ETF TR
-$14.3K
4,825
-1%
增持
SPYV
SPDR SER TR
+$13.5K
15,597
+2%
减持
EEM
ISHARES TR
+$12.8K
8,259
-1%
增持
SPYX
SPDR SER TR
-$11.8K
6,293
+1%
减持
PFF
ISHARES TR
-$11.0K
8,794
-2%
增持
SPSM
SPDR SER TR
-$11.0K
5,399
+5%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$10.8K
13,441
+5%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$10.3K
15,000
+7%
减持
SCHV
SCHWAB STRATEGIC TR
+$7.5K
28,954
-1%
减持
OXY
OCCIDENTAL PETE CORP
-$6.9K
5,314
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$5.6K
9,070
-2%
增持
SPMD
SPDR SER TR
-$5.0K
5,155
+5%
减持
—
ISHARES TR
-$3.9K
64,272
-0%
减持
AMH
AMERICAN HOMES 4 RENT
+$2.7K
9,520
-0%
增持
PEP
PEPSICO INC
-$2.0K
1,800
+1%
增持
SPYM
SPDR SER TR
-$1.8K
5,975
+4%
增持
SCHK
SCHWAB STRATEGIC TR
-$1.5K
8,752
+4%
减持
HYG
ISHARES TR
+$25
53,785
-0%
