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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 139 项
建仓 12
增持 70
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$17.3M
107,184
+11%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$9.1M
37,325
-91%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$7.6M
23,318
-94%
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
IBDX
ISHARES TR
+$7.3M
307,117
+1158%
增持
IBDW
ISHARES TR
+$7.1M
493,528
+200%
增持
IBHH
ISHARES TR
+$7.0M
306,231
+1946%
增持
IJH
ISHARES TR
+$5.9M
361,647
+19%
增持
IJR
ISHARES TR
+$3.9M
128,773
+18%
减持
IVW
ISHARES TR
+$3.7M
162,283
-5%
减持
AAPL
APPLE INC
+$3.5M
163,648
-5%
减持
—
ISHARES TR
-$3.3M
7,991
-94%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
34,920
+15%
增持
IBDU
ISHARES TR
+$3.0M
499,871
+32%
增持
IBDR
ISHARES TR
+$2.9M
276,222
+75%
增持
IBDV
ISHARES TR
+$2.8M
495,965
+31%
增持
VV
VANGUARD INDEX FDS
+$2.7M
27,511
+22%
增持
IVE
ISHARES TR
+$2.3M
100,962
+4%
增持
IBDT
ISHARES TR
+$2.2M
192,054
+80%
增持
IBDS
ISHARES TR
+$2.2M
199,967
+81%
增持
EUSA
ISHARES INC
+$2.1M
129,043
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.1M
42,501
+23%
增持
MSFT
MICROSOFT CORP
+$1.9M
12,759
+1%
增持
IBHG
ISHARES TR
+$1.7M
130,670
+141%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
98,101
+20%
减持
GOOG
ALPHABET INC
+$1.7M
18,917
-0%
清仓
—
ISHARES TR
-$1.5M
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.5M
35,620
+20%
建仓
IBHI
ISHARES TR
+$1.3M
55,700
增持
ITOT
ISHARES TR
+$1.2M
52,254
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
15,580
+1%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
12,430
+78%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.1M
14,986
-57%
增持
IBHF
ISHARES TR
+$1.0M
110,542
+67%
减持
EFA
ISHARES TR
+$1.0M
88,710
-0%
减持
AMZN
AMAZON COM INC
+$843.3K
31,265
-1%
增持
IJS
ISHARES TR
+$809.3K
56,915
+1%
增持
VUG
VANGUARD INDEX FDS
+$808.3K
5,927
+8%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$787.1K
1,566
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$727.4K
40,250
+14%
增持
IJK
ISHARES TR
+$664.9K
33,656
+9%
增持
AVUV
AMERICAN CENTY ETF TR
+$620.7K
16,058
+43%
增持
IJJ
ISHARES TR
+$603.7K
42,933
+4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$572.3K
377,687
+6%
增持
VOE
VANGUARD INDEX FDS
+$545.2K
8,020
+51%
增持
VBK
VANGUARD INDEX FDS
+$522.3K
4,314
+43%
减持
NVDA
NVIDIA CORPORATION
+$487.9K
7,085
-8%
增持
IWF
ISHARES TR
+$467.7K
4,277
+1%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$443.0K
106,998
+21%
减持
SPY
SPDR S&P 500 ETF TR
+$423.8K
4,854
-3%
增持
VOT
VANGUARD INDEX FDS
+$423.5K
3,777
+35%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$416.4K
517,268
+3%
减持
QQQ
INVESCO QQQ TR
+$391.6K
7,522
-14%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$386.5K
531,711
+3%
增持
DVY
ISHARES TR
+$371.4K
36,361
+2%
减持
IWO
ISHARES TR
+$370.6K
5,792
-0%
增持
IYF
ISHARES TR
+$357.9K
6,261
+62%
建仓
TQQQ
PROSHARES TR
+$354.9K
3,432
减持
RTX
RTX CORPORATION
+$354.8K
12,149
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$351.5K
10,567
-0%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$346.5K
1,606
增持
IYE
ISHARES TR
+$315.7K
15,398
+82%
建仓
ITA
ISHARES TR
+$311.8K
1,490
增持
HDV
ISHARES TR
+$303.2K
19,485
+13%
增持
XLE
SELECT SECTOR SPDR TR
+$294.5K
10,854
+50%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$290.0K
144,815
+10%
增持
VO
VANGUARD INDEX FDS
+$272.1K
6,977
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$266.2K
33,301
+9%
减持
IETC
ISHARES U S ETF TR
+$263.6K
10,687
-3%
增持
IJT
ISHARES TR
+$254.5K
12,913
+2%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$241.9K
472,180
+1%
清仓
YUMC
YUM CHINA HLDGS INC
-$232.9K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$230.4K
6,523
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$229.6K
29,396
+43%
减持
SOXX
ISHARES TR
+$226.1K
3,259
-7%
建仓
GSK
GSK PLC
+$215.2K
4,985
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$214.9K
2,394
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$213.5K
864
建仓
DFAT
DIMENSIONAL ETF TRUST
+$212.6K
3,653
建仓
AMD
ADVANCED MICRO DEVICES INC
+$211.0K
1,304
建仓
VNQ
VANGUARD INDEX FDS
+$202.6K
2,217
清仓
CHH
CHOICE HOTELS INTL INC
-$201.8K
0
-100%
建仓
PSMT
PRICESMART INC
+$201.7K
1,664
清仓
—
EXXON MOBIL CORP
-$200.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$194.2K
9,908
+0%
增持
VOO
VANGUARD INDEX FDS
+$187.1K
1,368
+8%
减持
SCHM
SCHWAB STRATEGIC TR
+$183.1K
65,809
-2%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$182.5K
9,140
-40%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$175.7K
89,471
+11%
减持
TSLA
TESLA INC
+$172.5K
966
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$167.2K
63,840
-7%
增持
AMGN
AMGEN INC
-$166.7K
5,692
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$165.2K
46,291
-4%
减持
SCHB
SCHWAB STRATEGIC TR
+$160.5K
38,752
-0%
减持
HD
HOME DEPOT INC
+$156.3K
4,502
-1%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$142.8K
31,430
+34%
增持
WMT
WALMART INC
+$139.6K
9,095
+0%
清仓
—
GLOBAL MED REIT INC
-$131.3K
0
-100%
减持
BA
BOEING CO
+$125.6K
2,868
-1%
减持
IWM
ISHARES TR
+$120.6K
3,529
-4%
增持
VGT
VANGUARD WORLD FD
+$119.0K
552
+2%
减持
AGG
ISHARES TR
-$104.0K
47,524
-3%
增持
SLV
ISHARES SILVER TR
+$101.3K
8,203
+3%
增持
ABBV
ABBVIE INC
+$97.1K
3,050
+5%
减持
IXN
ISHARES TR
+$93.9K
8,797
-18%
减持
SCHG
SCHWAB STRATEGIC TR
+$93.4K
16,679
-5%
减持
SCHF
SCHWAB STRATEGIC TR
+$91.7K
42,928
-6%
减持
AMH
AMERICAN HOMES 4 RENT
-$90.1K
8,115
-15%
减持
COST
COSTCO WHSL CORP NEW
-$87.1K
3,835
-0%
增持
IEDI
ISHARES U S ETF TR
+$77.9K
5,761
+19%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$76.8K
16,697
+24%
减持
ONEQ
FIDELITY COMWLTH TR
-$75.2K
4,603
-35%
减持
META
META PLATFORMS INC
+$70.0K
479
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$67.0K
1,310
-0%
减持
SCHV
SCHWAB STRATEGIC TR
+$66.4K
28,718
-1%
减持
GLD
SPDR GOLD TR
+$63.5K
1,136
-4%
减持
EEM
ISHARES TR
+$62.7K
7,933
-4%
增持
XLY
SELECT SECTOR SPDR TR
+$58.9K
1,382
+0%
增持
OXY
OCCIDENTAL PETE CORP
+$56.4K
6,744
+27%
减持
XLC
SELECT SECTOR SPDR TR
+$55.3K
2,547
-0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$55.3K
483,543
+0%
减持
HYG
ISHARES TR
+$52.4K
52,908
-2%
增持
PFF
ISHARES TR
+$48.3K
10,074
+15%
减持
LQD
ISHARES TR
+$44.1K
25,511
-1%
减持
IEFA
ISHARES TR
+$43.1K
6,617
-6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$37.5K
6,509
+1%
减持
MRK
MERCK & CO INC
-$35.3K
5,557
-1%
减持
SPYX
SPDR SERIES TRUST
+$32.5K
5,842
-7%
减持
IEV
ISHARES TR
+$27.4K
4,318
-2%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$27.3K
19,259
+28%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$25.0K
5,573
+1%
减持
SPYG
SPDR SERIES TRUST
+$24.1K
3,499
-18%
增持
MCD
MCDONALDS CORP
-$24.1K
4,900
+1%
减持
WFC
WELLS FARGO CO NEW
+$23.6K
2,972
-5%
减持
IDV
ISHARES TR
+$19.1K
22,811
-13%
减持
V
VISA INC
-$18.2K
804
-4%
增持
BIIB
BIOGEN INC
+$12.6K
3,543
+0%
减持
SCHE
SCHWAB STRATEGIC TR
+$12.5K
6,734
-13%
减持
IWR
ISHARES TR
-$9.4K
8,395
-13%
减持
PFE
PFIZER INC
-$3.4K
32,918
-1%
