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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
$310.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 131 项
建仓 40
增持 38
减持 16
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$24.5M
4
-100%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$20.2M
337,408
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$19.1M
488,575
+345%
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
SPY
SPDR S&P 500 ETF TR
-$18.6M
768
-98%
建仓
XLK
SELECT SECTOR SPDR TR
+$8.4M
56,367
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$8.3M
67,323
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$8.2M
69,143
+531769%
建仓
XLV
SELECT SECTOR SPDR TR
+$8.2M
64,629
增持
AMZN
AMAZON COM INC
+$8.2M
2,639
+1799%
减持
XLB
SELECT SECTOR SPDR TR
-$7.6M
41
-100%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$6.3M
299,437
+279748%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$6.0M
0
-100%
清仓
RTH
VANECK VECTORS ETF TR
-$5.9M
0
-100%
增持
AAPL
APPLE INC
+$5.8M
73,318
+120%
清仓
HYGV
FLEXSHARES TR
-$5.8M
0
-100%
减持
IYC
ISHARES TR
-$5.7M
2
-100%
清仓
INTU
INTUIT
-$5.4M
0
-100%
建仓
VRTS
VIRTUS INVT PARTNERS INC
+$4.9M
15,751
建仓
THRM
GENTHERM INC
+$4.8M
59,245
建仓
ALGN
ALIGN TECHNOLOGY INC
+$4.8M
7,167
减持
ISRG
INTUITIVE SURGICAL INC
-$4.7M
27
-99%
建仓
URI
UNITED RENTALS INC
+$4.6M
13,207
清仓
PAYX
PAYCHEX INC
-$4.6M
0
-100%
清仓
AME
AMETEK INC
-$4.6M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$4.6M
48
-100%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$4.5M
0
-100%
清仓
VRSN
VERISIGN INC
-$4.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$4.4M
17,773
+713%
清仓
GWW
GRAINGER W W INC
-$4.3M
0
-100%
建仓
—
ASML HOLDING N V
+$4.3M
5,818
清仓
ROP
ROPER TECHNOLOGIES INC
-$4.3M
0
-100%
建仓
—
LIBERTY GLOBAL PLC
+$4.2M
141,045
增持
AIG
AMERICAN INTL GROUP INC
+$4.2M
75,787
+142894%
建仓
PTBD
PACER FDS TR
+$4.0M
145,864
清仓
NFLX
NETFLIX INC
-$3.9M
0
-100%
建仓
CRVL
CORVEL CORP
+$3.3M
17,501
建仓
EXC
EXELON CORP
+$3.2M
65,275
减持
EVTC
EVERTEC INC
-$3.0M
2
-100%
清仓
—
ALLEGION PLC
-$3.0M
0
-100%
建仓
MMI
MARCUS & MILLICHAP INC
+$1.5M
36,343
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.1M
82,900
+28%
增持
BRO
BROWN & BROWN INC
+$715.0K
81,421
+14%
减持
EBAY
EBAY INC.
-$529.0K
67,839
-9%
增持
NVDA
NVIDIA CORPORATION
+$270.0K
37,776
+300%
清仓
—
U S CONCRETE INC
-$80.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$56.0K
1,292
-46%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$47.0K
0
-100%
建仓
ASAN
ASANA INC
+$43.0K
410
建仓
UPST
UPSTART HLDGS INC
+$40.0K
126
清仓
SNA
SNAP ON INC
-$37.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$35.0K
109
-59%
清仓
EMR
EMERSON ELEC CO
-$35.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$35.0K
0
-100%
建仓
DASH
DOORDASH INC
+$34.0K
163
清仓
PKG
PACKAGING CORP AMER
-$34.0K
0
-100%
建仓
DT
DYNATRACE INC
+$31.0K
438
增持
—
ACCENTURE PLC IRELAND
+$31.0K
1,201
+0%
清仓
QCOM
QUALCOMM INC
-$31.0K
0
-100%
清仓
UPWK
UPWORK INC
-$30.0K
0
-100%
清仓
—
BLUEKNIGHT ENERGY PARTNERS L
-$29.0K
0
-100%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$28.0K
206
建仓
REMX
VANECK ETF TRUST
+$28.0K
270
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$28.0K
0
-100%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$27.0K
165
建仓
REGN
REGENERON PHARMACEUTICALS
+$27.0K
45
建仓
BEAM
BEAM THERAPEUTICS INC
+$24.0K
279
减持
APD
AIR PRODS & CHEMS INC
-$22.0K
160
-27%
清仓
FMC
FMC CORP
-$21.0K
0
-100%
减持
—
FUBOTV INC
-$20.0K
500
-50%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$20.0K
260
增持
JPM
JPMORGAN CHASE & CO
+$19.0K
2,192
+0%
增持
ET
ENERGY TRANSFER L P
-$18.0K
17,222
+0%
清仓
AXP
AMERICAN EXPRESS CO
-$17.0K
0
-100%
清仓
PFF
ISHARES TR
-$16.0K
0
-100%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$16.0K
0
-100%
建仓
UMC
UNITED MICROELECTRONICS CORP
+$14.0K
1,262
增持
—
EXXON MOBIL CORP
-$14.0K
3,416
+0%
建仓
ONTO
ONTO INNOVATION INC
+$14.0K
195
清仓
FIW
FIRST TR EXCHANGE TRADED FD
-$10.0K
0
-100%
增持
STM
STMICROELECTRONICS N V
+$9.0K
1,112
+0%
清仓
PSX
PHILLIPS 66
-$9.0K
0
-100%
减持
—
NATIONAL INSTRS CORP
-$8.0K
958
-9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$8.0K
896
+0%
建仓
ROG
ROGERS CORP
+$6.0K
31
建仓
NSIT
INSIGHT ENTERPRISES INC
+$6.0K
64
建仓
ADI
ANALOG DEVICES INC
+$6.0K
36
清仓
UHT
UNIVERSAL HEALTH RLTY INCOME
-$6.0K
0
-100%
清仓
—
MAXIM INTEGRATED PRODS INC
-$6.0K
0
-100%
清仓
—
DRIL-QUIP INC
-$5.0K
0
-100%
清仓
—
SLACK TECHNOLOGIES INC
-$4.0K
0
-100%
减持
YETI
YETI HLDGS INC
-$3.0K
47
-41%
增持
RF
REGIONS FINANCIAL CORP NEW
+$2.0K
1,211
+1%
增持
NRC
NATIONAL RESH CORP
+$2.0K
140
+44%
清仓
—
GORES HOLDINGS VI INC
-$2.0K
0
-100%
建仓
—
MATTERPORT INC
+$2.0K
100
增持
CRM
SALESFORCE COM INC
+$2.0K
23,507
+0%
增持
IEMG
ISHARES INC
+$1.0K
108
+20%
增持
MRK
MERCK & CO INC
-$1.0K
201
+1%
增持
JEF
JEFFERIES FINL GROUP INC
+$1.0K
432
+1%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$1.0K
0
-100%
增持
TSN
TYSON FOODS INC
+$1.0K
309
+1%
建仓
VUG
VANGUARD INDEX FDS
+$1.0K
3
增持
ABT
ABBOTT LABS
+$1.0K
142
+1%
增持
PFE
PFIZER INC
+$1.0K
427
+0%
建仓
IWB
ISHARES TR
+$1.0K
4
减持
—
PINNACLE FINL PARTNERS INC
-$1.0K
86
-17%
增持
JNJ
JOHNSON & JOHNSON
-$1.0K
520
+0%
建仓
IJR
ISHARES TR
+$1.0K
7
增持
CNP
CENTERPOINT ENERGY INC
+$0
828
+1%
增持
SYY
SYSCO CORP
+$0
101
+1%
增持
GTN
GRAY TELEVISION INC
+$0
303
+0%
建仓
VNQ
VANGUARD INDEX FDS
+$0
2
增持
KO
COCA COLA CO
+$0
260
+0%
增持
IMTM
ISHARES TR
+$0
32
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$0
514
+0%
减持
EXPO
EXPONENT INC
+$0
92
-16%
建仓
SCHP
SCHWAB STRATEGIC TR
+$0
1
增持
PRU
PRUDENTIAL FINL INC
+$0
107
+2%
增持
CVS
CVS HEALTH CORP
+$0
85
+1%
建仓
GAL
SSGA ACTIVE ETF TR
+$0
2
建仓
FIVA
FIDELITY COVINGTON TRUST
+$0
4
增持
QUAL
ISHARES TR
+$0
25
+19%
清仓
PAWZ
PROSHARES TR
+$0
0
-100%
清仓
MOS
MOSAIC CO NEW
+$0
0
-100%
增持
DOW
DOW INC
+$0
102
+1%
建仓
EFA
ISHARES TR
+$0
6
增持
BGS
B & G FOODS INC NEW
+$0
106
+1%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$0
1
增持
—
ASTRAZENECA PLC
+$0
703
+0%
建仓
EFV
ISHARES TR
+$0
6
清仓
EEM
ISHARES TR
+$0
0
-100%
