小隐寺数据中心API 小隐寺主站

IronBridge Private Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

IronBridge Private Wealth, LLC

报告期 2026-03-31 · CIK 0001850996

持仓数

45

前50大市值合计

$310.1M

报告期

2026-03-31

当前持仓调仓

前 45 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$94.0M

539,155

30.3%

— PUTNAM ETF TRUST

ESG ULTRA SHORT

$15.1M

299,431

4.9%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$14.5M

286,919

4.7%

ADPV SERIES PORTFOLIOS TR

ADAPTIV SELECT

$14.1M

334,984

4.6%

BIL SPDR SERIES TRUST

STATE STREET SPD

$13.8M

150,087

4.4%

GLD SPDR GOLD TR

GOLD SHS

$12.3M

28,575

4.0%

AMLP ALPS ETF TR

ALERIAN MLP

$11.4M

216,983

3.7%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$11.3M

188,413

3.6%

SHV ISHARES TR

TRUST ISHARE 0-1

$9.8M

88,764

3.2%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$8.9M

96,967

2.9%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$7.6M

51,992

2.5%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$7.0M

205,435

2.2%

EZPW EZCORP INC

CL A NON VTG

$6.1M

242,222

2.0%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$5.8M

95,192

1.9%

FXZ FIRST TR EXCHANGE-TRADED FD

MATERIALS ALPH

$5.8M

76,220

1.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$5.7M

22,859

1.8%

CRWV COREWEAVE INC

COM CL A

$5.6M

71,946

1.8%

IJH ISHARES TR

CORE S&P MCP ETF

$5.5M

81,882

1.8%

HON HONEYWELL INTL INC

COM

$5.4M

24,006

1.8%

FCX FREEPORT MCMORAN INC

CL B

$5.1M

87,468

1.7%

SLV ISHARES SILVER TR

ISHARES

$4.9M

71,471

1.6%

PDBC INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD

$4.4M

254,794

1.4%

XRPI VOLATILITY SHS TR

XRP ETF

$3.9M

517,847

1.3%

COPX GLOBAL X FDS

GLOBAL X COPPER

$3.5M

45,207

1.1%

CAT CATERPILLAR INC

COM

$3.2M

4,465

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$3.0M

10,537

1.0%

FXI ISHARES TR

CHINA LG-CAP ETF

$2.8M

77,348

0.9%

BABA ALIBABA GROUP HLDG LTD

SPONSORED ADS

$2.7M

21,713

0.9%

TXN TEXAS INSTRS INC

COM

$2.3M

12,059

0.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.0M

6,300

0.7%

ETH GRAYSCALE ETHEREUM STAKING

SHS NEW

$2.0M

100,405

0.6%

MSFT MICROSOFT CORP

COM

$1.9M

5,104

0.6%

AMZN AMAZON COM INC

COM

$1.8M

8,752

0.6%

ROBT FIRST TR EXCHANGE TRADED FD

NASDQ ARTFCIAL

$1.8M

37,963

0.6%

XRP BITWISE XRP ETF

BENEFICIAL INT

$1.6M

109,526

0.5%

AAPL APPLE INC

COM

$773.1K

3,046

0.2%

— EXXON MOBIL CORP

COM

$485.2K

2,860

0.2%

JPM JPMORGAN CHASE & CO

COM

$485.0K

1,649

0.2%

WMB WILLIAMS COS INC

COM

$302.5K

4,157

0.1%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$293.8K

11,870

0.1%

SOLS SOLSTICE ADVANCED MATLS INC

COM SHS

$282.3K

3,707

0.1%

HD HOME DEPOT INC

COM

$244.6K

744

0.1%

CIM CHIMERA INVT CORP

COM SHS

$222.3K

17,710

0.1%

ET ENERGY TRANSFER L P

COM UT LTD PTN

$206.5K

10,701

0.1%

KOS KOSMOS ENERGY LTD

COM

$27.8K

10,000

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

NVDA30.3%PUTNAM ETF TRUST4.9%JPST4.7%ADPV4.6%BIL4.4%GLD4.0%