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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
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 16
增持 12
减持 4
清仓 118
方向
标的
Δ市值
现股数(环比)
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$20.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$18.8M
42,303
+5408%
增持
NVDA
NVIDIA CORPORATION
+$10.7M
68,036
+80%
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
AAPL
APPLE INC
-$9.3M
5,893
-92%
清仓
AMZN
AMAZON COM INC
-$8.7M
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$8.5M
323,464
-34%
清仓
XLK
SELECT SECTOR SPDR TR
-$8.4M
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$8.3M
0
-100%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$8.2M
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$8.2M
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$7.9M
76,979
建仓
XLP
SELECT SECTOR SPDR TR
+$7.9M
104,105
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$7.9M
123,808
+237992%
建仓
SHV
ISHARES TR
+$7.6M
69,032
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$6.3M
0
-100%
建仓
IJH
ISHARES TR
+$5.3M
19,633
建仓
AOR
ISHARES TR
+$5.1M
94,143
清仓
MSFT
MICROSOFT CORP
-$5.0M
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$5.0M
0
-100%
清仓
VRTS
VIRTUS INVT PARTNERS INC
-$4.9M
0
-100%
清仓
THRM
GENTHERM INC
-$4.8M
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$4.8M
0
-100%
清仓
EBAY
EBAY INC.
-$4.7M
0
-100%
清仓
URI
UNITED RENTALS INC
-$4.6M
0
-100%
清仓
BRO
BROWN & BROWN INC
-$4.5M
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$4.4M
44,272
+86708%
清仓
—
ASML HOLDING N V
-$4.3M
0
-100%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$4.3M
9,062
+129357%
建仓
CW
CURTISS WRIGHT CORP
+$4.3M
28,394
增持
CSX
CSX CORP
+$4.3M
113,810
+63128%
建仓
—
AMDOCS LTD
+$4.3M
51,695
建仓
—
SEALED AIR CORP NEW
+$4.2M
63,104
清仓
—
LIBERTY GLOBAL PLC
-$4.2M
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$4.2M
0
-100%
建仓
WMT
WALMART INC
+$4.2M
27,918
建仓
BIL
SPDR SER TR
+$4.2M
45,427
建仓
HRB
BLOCK H & R INC
+$4.1M
159,010
建仓
UPS
UNITED PARCEL SERVICE INC
+$4.1M
19,016
建仓
FOX
FOX CORP
+$4.1M
112,190
建仓
MAR
MARRIOTT INTL INC NEW
+$3.8M
21,518
清仓
CRVL
CORVEL CORP
-$3.3M
0
-100%
清仓
EXC
EXELON CORP
-$3.2M
0
-100%
建仓
—
CRANE CO
+$2.8M
26,185
增持
RAVI
FLEXSHARES TR
+$2.7M
36,319
+52536%
清仓
MMI
MARCUS & MILLICHAP INC
-$1.5M
0
-100%
减持
PTBD
PACER FDS TR
-$847.0K
127,908
-12%
清仓
XLE
SELECT SECTOR SPDR TR
-$781.0K
0
-100%
增持
IWM
ISHARES TR
+$321.0K
1,600
+4748%
建仓
—
META MATERIALS INC
+$216.0K
129,361
增持
EZPW
EZCORP INC
-$208.0K
140,472
+1%
清仓
ET
ENERGY TRANSFER L P
-$165.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$164.0K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$156.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$138.0K
1,621
-26%
清仓
META
FACEBOOK INC
-$136.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$114.0K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$113.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$111.0K
3,779
+11%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$103.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$100.0K
0
-100%
清仓
LFUS
LITTELFUSE INC
-$91.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$84.0K
0
-100%
清仓
FCN
FTI CONSULTING INC
-$79.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$70.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$68.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$67.0K
0
-100%
清仓
DOV
DOVER CORP
-$60.0K
0
-100%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$60.0K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$54.0K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$54.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$52.0K
0
-100%
清仓
TSLA
TESLA INC
-$50.0K
0
-100%
清仓
STM
STMICROELECTRONICS N V
-$49.0K
0
-100%
清仓
HAE
HAEMONETICS CORP MASS
-$44.0K
0
-100%
清仓
RHI
ROBERT HALF INTL INC
-$44.0K
0
-100%
清仓
ASAN
ASANA INC
-$43.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$42.0K
2,565
+10%
清仓
—
ASTRAZENECA PLC
-$42.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$42.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$41.0K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$40.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$38.0K
0
-100%
清仓
—
NATIONAL INSTRS CORP
-$37.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$37.0K
0
-100%
清仓
GOOG
ALPHABET INC
-$35.0K
0
-100%
清仓
DASH
DOORDASH INC
-$34.0K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$32.0K
0
-100%
清仓
DT
DYNATRACE INC
-$31.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$31.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$31.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$29.0K
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$28.0K
0
-100%
清仓
REMX
VANECK ETF TRUST
-$28.0K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$27.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$27.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$27.0K
0
-100%
清仓
T
AT&T INC
-$27.0K
0
-100%
清仓
MMM
3M CO
-$26.0K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$26.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$26.0K
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$24.0K
0
-100%
清仓
—
SYNOVUS FINL CORP
-$24.0K
0
-100%
清仓
TSN
TYSON FOODS INC
-$24.0K
0
-100%
清仓
ECL
ECOLAB INC
-$24.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$23.0K
0
-100%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$22.0K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$22.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$22.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$22.0K
1,204
+0%
清仓
PPG
PPG INDS INC
-$22.0K
0
-100%
清仓
XPO
XPO LOGISTICS INC
-$21.0K
0
-100%
清仓
—
XILINX INC
-$21.0K
0
-100%
清仓
CNP
CENTERPOINT ENERGY INC
-$20.0K
0
-100%
清仓
—
AON PLC
-$20.0K
0
-100%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$20.0K
0
-100%
清仓
CHH
CHOICE HOTELS INTL INC
-$20.0K
0
-100%
清仓
MCO
MOODYS CORP
-$20.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$19.0K
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC
-$19.0K
0
-100%
清仓
KBE
SPDR SER TR
-$19.0K
0
-100%
清仓
ICUI
ICU MED INC
-$18.0K
0
-100%
清仓
LSTR
LANDSTAR SYS INC
-$18.0K
0
-100%
清仓
PFE
PFIZER INC
-$18.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$17.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$17.0K
0
-100%
清仓
LIT
GLOBAL X FDS
-$17.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$17.0K
0
-100%
清仓
CRNC
CERENCE INC
-$17.0K
0
-100%
清仓
HLI
HOULIHAN LOKEY INC
-$17.0K
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC
-$16.0K
0
-100%
清仓
IPAR
INTER PARFUMS INC
-$16.0K
0
-100%
清仓
QLYS
QUALYS INC
-$16.0K
0
-100%
清仓
—
SVB FINANCIAL GROUP
-$16.0K
0
-100%
清仓
CSL
CARLISLE COS INC
-$16.0K
0
-100%
清仓
RGR
STURM RUGER & CO INC
-$16.0K
0
-100%
清仓
ITOT
ISHARES TR
-$16.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$15.0K
0
-100%
清仓
BATT
AMPLIFY ETF TR
-$15.0K
0
-100%
清仓
—
ENVESTNET INC
-$15.0K
0
-100%
清仓
BLKB
BLACKBAUD INC
-$14.0K
0
-100%
清仓
KO
COCA COLA CO
-$14.0K
0
-100%
清仓
DORM
DORMAN PRODS INC
-$14.0K
0
-100%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$14.0K
0
-100%
清仓
ONTO
ONTO INNOVATION INC
-$14.0K
0
-100%
清仓
CPRT
COPART INC
-$14.0K
0
-100%
清仓
IART
INTEGRA LIFESCIENCES HLDGS C
-$13.0K
0
-100%
清仓
SIGI
SELECTIVE INS GROUP INC
-$13.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$13.0K
0
-100%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$12.0K
0
-100%
清仓
JJSF
J & J SNACK FOODS CORP
-$12.0K
0
-100%