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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 120 项
建仓 4
增持 59
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$4.6M
105,992
+0%
增持
VUG
VANGUARD INDEX FDS
+$2.8M
13,654
+112%
减持
AAPL
APPLE INC
-$2.4M
150,598
-4%
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
IVW
ISHARES TR
-$2.0M
146,091
-2%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.7M
364,152
-19%
增持
MSFT
MICROSOFT CORP
-$1.3M
12,779
+1%
减持
GOOGL
ALPHABET INC
-$900.9K
20,249
-0%
增持
GOOG
ALPHABET INC
-$860.4K
18,827
+0%
减持
IVE
ISHARES TR
-$816.4K
96,875
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$735.0K
10,577
+0%
减持
EUSA
ISHARES INC
-$719.4K
119,654
-1%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$706.2K
399,427
-6%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$530.6K
6,133
增持
IBDX
ISHARES TR
+$511.9K
379,700
+7%
增持
XLE
SELECT SECTOR SPDR TR
+$510.3K
27,038
+9%
增持
JPM
JPMORGAN CHASE & CO
-$469.3K
15,594
+0%
增持
IBDS
ISHARES TR
+$466.5K
281,089
+8%
增持
ITOT
ISHARES TR
-$454.5K
51,355
+1%
增持
IBDT
ISHARES TR
+$439.1K
243,639
+8%
增持
IBDU
ISHARES TR
+$429.6K
559,085
+4%
增持
VTV
VANGUARD INDEX FDS
+$424.6K
17,377
+15%
增持
IJH
ISHARES TR
-$422.6K
370,056
+1%
增持
IBDV
ISHARES TR
+$404.9K
555,651
+4%
增持
IBDW
ISHARES TR
+$389.6K
569,411
+4%
增持
IBHH
ISHARES TR
+$357.5K
365,319
+6%
减持
QQQ
INVESCO QQQ TR
-$348.5K
6,859
-0%
增持
HDV
ISHARES TR
+$319.9K
20,842
+3%
增持
IBHI
ISHARES TR
+$317.0K
103,945
+17%
减持
XLF
SELECT SECTOR SPDR TR
-$298.3K
26,492
-9%
减持
IJJ
ISHARES TR
-$294.9K
40,223
-2%
建仓
—
EXXON MOBIL CORP
+$287.7K
1,696
减持
IBDR
ISHARES TR
-$255.5K
325,923
-3%
增持
VV
VANGUARD INDEX FDS
-$252.7K
29,583
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$250.6K
105,888
+5%
增持
ORCL
ORACLE CORP
-$242.2K
4,210
+0%
减持
IWF
ISHARES TR
-$241.1K
3,879
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$239.1K
4,406
-1%
减持
IYE
ISHARES TR
+$236.5K
15,072
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$230.4K
45,311
+10%
建仓
CVX
CHEVRON CORPORATION
+$221.5K
1,071
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$219.0K
48,561
+6%
增持
COST
COSTCO WHOLESALE CORPORATION
+$218.5K
3,794
+0%
清仓
SCHE
SCHWAB STRATEGIC TR
-$218.2K
0
-100%
增持
IBDY
ISHARES TR
+$216.3K
16,707
+103%
增持
IBHG
ISHARES TR
+$210.6K
165,529
+7%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$208.7K
516,473
-1%
减持
IWO
ISHARES TR
-$207.5K
4,983
-3%
减持
BSJR
INVESCO EXCH TRD SLF IDX FD
-$206.9K
366,045
-1%
减持
EFA
ISHARES TR
-$204.7K
84,415
-0%
清仓
AOR
ISHARES TR
-$204.6K
0
-100%
增持
HD
HOME DEPOT INC
-$201.7K
4,478
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$172.9K
35,433
+10%
减持
IJS
ISHARES TR
-$162.7K
54,058
-1%
增持
OXY
OCCIDENTAL PETE CORP
+$156.5K
6,847
+1%
减持
IETC
ISHARES U S ETF TR
-$155.6K
10,263
-0%
减持
SLV
ISHARES SILVER TR
-$149.3K
6,576
-15%
增持
AVUV
AMERICAN CENTY ETF TR
+$148.2K
18,188
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$137.7K
60,570
-2%
减持
HYG
ISHARES TR
-$135.1K
50,188
-1%
减持
AGG
ISHARES TR
-$124.8K
43,732
-2%
增持
VTI
VANGUARD INDEX FDS
-$116.8K
38,733
+6%
增持
IBHF
ISHARES TR
+$113.2K
130,962
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$112.8K
42,228
+7%
减持
IYF
ISHARES TR
-$95.3K
5,500
-3%
减持
PFE
PFIZER INC
+$86.6K
32,532
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$79.8K
37,510
-1%
增持
NLR
VANECK ETF TRUST
+$79.6K
2,499
+41%
减持
IJT
ISHARES TR
-$78.6K
11,932
-2%
增持
TQQQ
PROSHARES TR
-$75.9K
7,168
+7%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$74.0K
512,659
+0%
减持
DVY
ISHARES TR
+$73.1K
34,081
-3%
增持
VOE
VANGUARD INDEX FDS
+$66.1K
9,123
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$64.3K
64,856
-1%
减持
CART
MAPLEBEAR INC
-$61.2K
9,036
-5%
增持
VOT
VANGUARD INDEX FDS
-$60.7K
4,309
+6%
减持
BSJS
INVESCO EXCH TRD SLF IDX FD
-$60.1K
105,655
-1%
减持
IWM
ISHARES TR
-$59.1K
2,983
-2%
减持
VOO
VANGUARD INDEX FDS
-$57.4K
1,360
-0%
增持
SCHG
SCHWAB STRATEGIC TR
-$57.4K
15,788
+0%
增持
ABT
ABBOTT LABORATORIES
-$55.4K
2,806
+2%
减持
LQD
ISHARES TR
-$51.6K
23,864
-1%
减持
PFF
ISHARES TR
-$50.6K
8,658
-13%
减持
SCHA
SCHWAB STRATEGIC TR
-$50.3K
44,688
-0%
建仓
NB
NIOCORP DEVS LTD
+$49.1K
11,001
减持
SCHV
SCHWAB STRATEGIC TR
-$48.4K
26,273
-5%
增持
IGV
ISHARES TR
-$48.1K
3,880
+14%
减持
ITA
ISHARES TR
-$46.5K
1,405
-6%
增持
WFC
WELLS FARGO & CO
-$44.6K
2,984
+0%
减持
XLY
SELECT SECTOR SPDR TR
-$41.5K
2,633
-0%
增持
NVDA
NVIDIA CORPORATION
-$40.6K
7,300
+3%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$39.5K
7,780
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.6K
1,549
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$35.9K
1,155
-11%
减持
BSJT
INVESCO EXCH TRD SLF IDX FD
-$34.9K
16,497
-7%
增持
VBK
VANGUARD INDEX FDS
-$34.8K
4,949
+4%
增持
SPYG
SPDR SERIES TRUST
-$34.1K
3,497
+1%
增持
PEP
PEPSICO INC
+$32.8K
1,850
+3%
增持
VB
VANGUARD INDEX FDS
-$32.3K
7,353
+2%
减持
V
VISA INC
-$32.2K
765
-0%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$27.3K
145,218
-0%
减持
AMH
AMERICAN HOMES 4 RENT
-$27.1K
7,799
-1%
减持
IEV
ISHARES TR
-$25.0K
3,714
-5%
增持
SPYX
SPDR SERIES TRUST
-$24.7K
5,861
+0%
减持
IEDI
ISHARES U S ETF TR
-$24.1K
4,888
-1%
减持
ABBV
ABBVIE INC
-$19.5K
2,997
-2%
减持
IEFA
ISHARES TR
-$18.9K
6,521
-1%
增持
VO
VANGUARD INDEX FDS
-$15.6K
7,727
+3%
减持
IDV
ISHARES TR
+$15.1K
16,216
-4%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
-$12.5K
91,385
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$12.2K
42,696
-0%
减持
EEM
ISHARES TR
-$9.8K
7,342
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.2K
1,656
+3%
增持
IJK
ISHARES TR
+$5.8K
33,870
+1%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$4.2K
32,410
+2%
减持
GLD
SPDR GOLD TR
+$4.0K
1,124
-1%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$3.4K
5,575
+0%
增持
IJR
ISHARES TR
+$2.6K
134,483
+2%
增持
CMCSA
COMCAST CORP NEW
-$855
14,898
+1%
增持
INTC
INTEL CORP
+$552
5,866
+0%
增持
SOXX
ISHARES TR
-$463
3,206
+0%
