小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 141 项建仓 7增持 55减持 72清仓 7

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

+$2.1M

105,716 -1%

增持

IJH ISHARES TR

+$1.8M

367,127 +2%

增持

GOOGL ALPHABET INC

+$1.8M

20,261 +0%

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

GOOG ALPHABET INC

+$1.7M

18,818 -1%

减持

LLY ELI LILLY & CO

+$1.6M

5,222 -0%

增持

IBDS ISHARES TR

+$1.5M

261,413 +31%

增持

IBDR ISHARES TR

+$1.4M

336,465 +22%

增持

IJR ISHARES TR

+$1.4M

132,093 +3%

增持

IBDX ISHARES TR

+$1.2M

355,922 +16%

减持

BSJQ INVESCO EXCH TRD SLF IDX FD

-$1.1M

426,770 -10%

增持

VTI VANGUARD INDEX FDS

+$1.1M

36,565 +5%

增持

IBDW ISHARES TR

+$1.1M

545,326 +10%

减持

AAPL APPLE INC

-$1.1M

156,075 -5%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$1.0M

46,015 +8%

减持

IVW ISHARES TR

-$1.0M

148,474 -9%

增持

IBHH ISHARES TR

+$909.9K

346,107 +13%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$860.7K

0 -100%

增持

IBDU ISHARES TR

+$842.7K

537,151 +7%

增持

IBDT ISHARES TR

+$831.0K

225,237 +17%

减持

AMZN AMAZON COM INC

+$826.5K

31,206 -0%

增持

VT VANGUARD INTL EQUITY INDEX F

+$819.7K

39,439 +11%

增持

IBHI ISHARES TR

+$774.7K

88,628 +59%

增持

IBDV ISHARES TR

+$772.6K

533,013 +7%

增持

VTV VANGUARD INDEX FDS

+$666.6K

15,158 +22%

增持

VEA VANGUARD TAX-MANAGED FDS

+$656.5K

100,658 +3%

减持

BSCQ INVESCO EXCH TRD SLF IDX FD

-$629.5K

450,900 -7%

增持

VV VANGUARD INDEX FDS

+$623.9K

28,362 +3%

减持

MSFT MICROSOFT CORP

-$548.3K

12,700 -0%

增持

IBHG ISHARES TR

+$513.8K

154,545 +18%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$482.4K

0 -100%

减持

IVE ISHARES TR

+$421.9K

97,922 -3%

减持

EUSA ISHARES INC

-$391.0K

120,848 -6%

减持

ORCL ORACLE CORP

-$339.4K

4,209 -1%

增持

VUG VANGUARD INDEX FDS

+$329.2K

6,440 +9%

增持

IBHF ISHARES TR

+$306.8K

125,266 +13%

减持

RTX RTX CORPORATION

+$305.5K

12,063 -1%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$299.8K

41,378 +3%

增持

VB VANGUARD INDEX FDS

+$299.5K

7,194 +10%

减持

AGG ISHARES TR

-$298.2K

44,612 -6%

减持

IJS ISHARES TR

+$271.6K

54,734 -4%

增持

AVUV AMERICAN CENTY ETF TR

+$262.8K

17,415 +8%

清仓

— WNS HLDGS LTD

-$258.8K

0 -100%

建仓

INTC INTEL CORP

+$258.3K

5,863

建仓

NLR VANECK ETF TRUST

+$253.2K

1,770

减持

SLV ISHARES SILVER TR

+$249.8K

7,735 -6%

增持

VBK VANGUARD INDEX FDS

+$246.7K

4,755 +10%

减持

AMGN AMGEN INC

+$245.4K

5,688 -0%

建仓

MKL MARKEL GROUP INC

+$241.6K

114

减持

JNJ JOHNSON & JOHNSON

+$240.6K

9,907 -0%

建仓

YUMC YUM CHINA HLDGS INC

+$217.6K

4,474

建仓

IBDY ISHARES TR

+$215.6K

8,244

增持

VOE VANGUARD INDEX FDS

+$214.9K

8,811 +10%

清仓

GBTC GRAYSCALE BITCOIN TRUST ETF

-$214.9K

0 -100%

减持

QQQ INVESCO QQQ TR

-$208.9K

6,868 -9%

建仓

SPDW SPDR INDEX SHS FDS

+$208.3K

4,512

建仓

AOR ISHARES TR

+$204.6K

3,090

清仓

VNQ VANGUARD INDEX FDS

-$202.6K

0 -100%

清仓

— ISHARES TR

-$201.3K

0 -100%

减持

BSJR INVESCO EXCH TRD SLF IDX FD

-$195.1K

370,330 -2%

减持

LQD ISHARES TR

-$191.1K

24,003 -6%

减持

XLF SELECT SECTOR SPDR TR

-$187.7K

29,050 -13%

增持

VO VANGUARD INDEX FDS

+$185.0K

7,469 +7%

增持

XLE SELECT SECTOR SPDR TR

+$176.4K

24,732 +128%

减持

IJK ISHARES TR

+$174.9K

33,404 -1%

减持

SOXX ISHARES TR

+$170.6K

3,191 -2%

减持

HYG ISHARES TR

-$167.5K

50,938 -4%

减持

BIIB BIOGEN INC

+$159.9K

3,535 -0%

减持

IDV ISHARES TR

-$158.7K

16,901 -26%

减持

ITOT ISHARES TR

+$158.3K

51,092 -2%

减持

HD HOME DEPOT INC

-$149.7K

4,466 -1%

增持

LOW LOWES COS INC

+$146.2K

7,429 +0%

增持

JPM JPMORGAN CHASE & CO.

+$141.8K

15,582 +0%

增持

WMT WALMART INC

+$135.9K

9,097 +0%

减持

BSCR INVESCO EXCH TRD SLF IDX FD

-$135.5K

524,036 -1%

清仓

FSCO FS CREDIT OPPORTUNITIES CORP

-$133.1K

0 -100%

减持

SPY SPDR S&P 500 ETF TR

-$129.1K

4,466 -8%

增持

HDV ISHARES TR

+$122.8K

20,236 +4%

减持

MRK MERCK & CO INC

+$122.7K

5,395 -3%

减持

SCHM SCHWAB STRATEGIC TR

+$121.7K

65,329 -1%

减持

EFA ISHARES TR

+$121.1K

84,538 -5%

增持

SCHD SCHWAB STRATEGIC TR

+$111.6K

32,075 +9%

减持

IWF ISHARES TR

-$108.2K

3,971 -7%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$101.9K

9,129 +1%

减持

BSCS INVESCO EXCH TRD SLF IDX FD

-$96.1K

512,096 -1%

减持

IWO ISHARES TR

-$82.4K

5,141 -11%

减持

DVY ISHARES TR

-$79.9K

35,013 -4%

减持

SCHF SCHWAB STRATEGIC TR

+$69.6K

42,724 -0%

增持

CART MAPLEBEAR INC

+$67.5K

9,536 +6%

增持

SCHW SCHWAB CHARLES CORP

+$63.0K

9,803 +0%

减持

PEJ INVESCO EXCHANGE TRADED FD T

-$63.0K

7,938 -13%

增持

VOT VANGUARD INDEX FDS

+$60.0K

4,083 +8%

减持

SCHA SCHWAB STRATEGIC TR

+$58.3K

44,755 -3%

减持

IWM ISHARES TR

-$55.2K

3,055 -13%

减持

IJJ ISHARES TR

+$55.2K

40,911 -5%

减持

IYF ISHARES TR

-$50.5K

5,664 -10%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$44.5K

999 +16%

减持

SPYV SPDR SERIES TRUST

+$43.4K

15,582 -0%

增持

META META PLATFORMS INC

-$42.3K

482 +1%

增持

ITA ISHARES TR

+$42.1K

1,496 +0%

增持

DFUS DIMENSIONAL ETF TRUST

+$39.7K

8,898 +2%

减持

IEDI ISHARES U S ETF TR

-$35.9K

4,946 -14%

增持

ABBV ABBVIE INC

-$34.9K

3,051 +0%

减持

VOO VANGUARD INDEX FDS

+$32.1K

1,361 -1%

减持

IEFA ISHARES TR

+$31.5K

6,574 -1%

增持

OXY OCCIDENTAL PETE CORP

-$30.1K

6,755 +0%

增持

BSCU INVESCO EXCH TRD SLF IDX FD

+$28.4K

91,094 +2%

减持

IETC ISHARES U S ETF TR

-$26.7K

10,264 -4%

减持

SCHB SCHWAB STRATEGIC TR

+$25.0K

38,053 -2%

减持

AMH AMERICAN HOMES 4 RENT

-$25.0K

7,895 -3%

减持

IWR ISHARES TR

+$24.3K

8,338 -1%

减持

IJT ISHARES TR

-$21.9K

12,184 -6%

增持

BSJT INVESCO EXCH TRD SLF IDX FD

+$21.8K

17,673 +6%

增持

SPYM SPDR SERIES TRUST

+$21.2K

5,982 +0%

增持

TQQQ PROSHARES TR

+$19.8K

6,704 +95%

增持

SPMD SPDR SERIES TRUST

+$18.4K

5,156 +0%

减持

IXN ISHARES TR

-$16.7K

8,269 -6%

增持

SPSM SPDR SERIES TRUST

+$16.0K

5,400 +0%

增持

SPYX SPDR SERIES TRUST

+$15.1K

5,860 +0%

减持

SCHG SCHWAB STRATEGIC TR

-$14.9K

15,718 -6%

减持

SCHV SCHWAB STRATEGIC TR

+$13.7K

27,705 -4%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$13.2K

145,283 +0%

减持

TRV TRAVELERS COMPANIES INC

-$13.1K

860 -6%

增持

OHI OMEGA HEALTHCARE INVS INC

+$12.4K

5,574 +0%

减持

COST COSTCO WHSL CORP NEW

+$12.3K

3,777 -2%

减持

PFE PFIZER INC

-$11.9K

32,722 -1%

减持

BSJS INVESCO EXCH TRD SLF IDX FD

-$11.3K

106,536 -0%

减持

V VISA INC

-$10.9K

768 -4%

减持

SPYG SPDR SERIES TRUST

+$10.8K

3,477 -1%

减持

TSLA TESLA INC

-$9.4K

936 -3%

减持

SCHX SCHWAB STRATEGIC TR

+$9.1K

61,547 -4%

增持

NVDA NVIDIA CORPORATION

-$8.3K

7,103 +0%

减持

IYE ISHARES TR

+$8.0K

15,075 -2%

减持

SCHE SCHWAB STRATEGIC TR

-$6.6K

6,349 -6%

减持

MCD MCDONALDS CORP

+$6.3K

4,875 -1%

减持

IEV ISHARES TR

-$5.4K

3,924 -9%

减持

PFF ISHARES TR

-$5.4K

9,903 -2%

减持

XLC SELECT SECTOR SPDR TR

-$5.4K

2,519 -1%

增持

BSCV INVESCO EXCH TRD SLF IDX FD

+$5.0K

31,710 +1%

减持

EEM ISHARES TR

+$3.1K

7,366 -7%

增持

XLY SELECT SECTOR SPDR TR

-$2.7K

2,638 +91%

减持

VGT VANGUARD WORLD FD

+$1.4K

540 -2%