13F 机构持仓

Ironwood Investment Counsel, LLC

SCOTTSDALE AZ · SEC CIK 0001330463

2026Q22026Q1 更早 9 个季度 🔒
$7.62亿2026Q2 申报市值
267持仓数
28.5%前十大占比 · 第一大 4.6%
11 / 12新建仓 / 清仓
申报市值走势$7.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.6%
FNDA 4.5%
MSFT 4.0%
GOOGL 2.9%
AKRE 2.4%
FNDX 2.3%
AMZN 2.3%
JNJ 2.1%
KLAC 1.8%
Berkshire Hath 1.7%

2026Q2 买入最多 按季末市值估算

DGRO 新建仓+$426.35万
JMST 加仓+$335.13万
NOW 加仓+$314.51万
CRM 加仓+$275.54万
INTU 加仓+$194.63万

2026Q2 卖出最多 按季末市值估算

ADBE 减仓-$465.58万
WDAY 减仓-$399.28万
TTD 清仓-$210.37万
CMI 减仓-$138.08万
Honeywell Intern 清仓-$137.52万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
AMD Advanced Micro Devices $231.64万0.30%3,987 3128.5% $18.13万 加仓
APD Air Prod & Chemicals Inc $231.90万0.30%7,909 1,24918.8% $36.62万 加仓
VCIT Vanguard Interm-Tm Corp Bd Idx ETF $238.04万0.31%28,801 4411.6% $3.64万 加仓
VZ Verizon Communications $238.85万0.31%56,412 3,7357.1% $15.81万 加仓
LRCX Lam Research Corporation $241.24万0.32%5,567 -521-8.6% -$22.58万 减仓
QQQ Powershares QQQ $246.45万0.32%3,346 -116-3.4% -$8.54万 减仓
VTI Vanguard Total Stock Market ETF $252.32万0.33%6,818 380.6% $1.41万 加仓
V Visa $263.25万0.35%7,672 -251-3.2% -$8.61万 减仓
IWS iShares Russell Midcap Value $268.90万0.35%16,336 -542-3.2% -$8.92万 减仓
VEA Vanguard MSCI EAFE ETF $279.74万0.37%39,261 -414-1.0% -$2.95万 减仓
HYD Market Vectors High-Yield Muni ETF $314.29万0.41%61,014 -3,323-5.2% -$17.12万 减仓
CAT Caterpillar Inc $315.83万0.41%2,965 00.0% — 不变
EFV iShares MSCI EAFE Value Index $336.52万0.44%41,517 8092.0% $6.56万 加仓
WMT Wal-Mart Stores $350.58万0.46%30,953 -457-1.5% -$5.18万 减仓
PG Procter & Gamble $360.48万0.47%24,582 -49-0.2% -$7,186 减仓
COST Costco $364.95万0.48%3,901 160.4% $1.50万 加仓
VOO Vanguard S&P 500 ETF $371.31万0.49%5,406 -415-7.1% -$28.50万 减仓
MS Morgan Stanley $376.98万0.49%18,033 7994.6% $16.70万 加仓
SPY SPDR S&P 500 ETF $401.44万0.53%5,375 -364-6.3% -$27.19万 减仓
VB Vanguard Small Cap ETF $408.22万0.54%13,467 560.4% $1.70万 加仓
CCI Crown Castle International $417.30万0.55%55,104 13,35232.0% $101.11万 加仓
META Meta Platforms Inc Class A $418.27万0.55%7,425 -535-6.7% -$30.14万 减仓
HSY Hershey Company $426.19万0.56%24,291 1,7377.7% $30.48万 加仓
DGRO iShares Core Dividend Growth ETF $426.35万0.56%47,522 47,522— $426.35万 新建仓
LLY Lilly Eli & Co $428.60万0.56%3,573 2186.5% $26.15万 加仓
MCK McKesson Corp $442.90万0.58%5,861 -150-2.5% -$11.34万 减仓
— Exxon Mobil $453.11万0.59%33,141 -461-1.4% -$6.30万 减仓
CSCO Cisco Systems Inc $460.83万0.60%39,232 -630-1.6% -$7.40万 减仓
INTU Intuit Inc $467.67万0.61%17,918 7,45771.3% $194.63万 加仓
ELV Elevance Health Inc $479.02万0.63%12,386 5955.0% $23.01万 加仓
OGE OGE Energy Corp. $488.01万0.64%100,289 00.0% — 不变
CAH Cardinal Health $493.38万0.65%20,768 -856-4.0% -$20.34万 减仓
TSLA Tesla Motors Inc. $523.72万0.69%12,451 2772.3% $11.65万 加仓
JMST JPMorgan Ultra-Short Municipal Inc ETF $532.21万0.70%104,355 65,712170.0% $335.13万 加仓
DG Dollar General Corp $537.97万0.71%46,735 4,33910.2% $49.95万 加仓
NOW ServiceNow, Inc $542.36万0.71%54,629 31,679138.0% $314.51万 加仓
HD Home Depot $547.73万0.72%15,530 3202.1% $11.29万 加仓
GLW Corning Inc $558.56万0.73%21,867 -1,487-6.4% -$37.98万 减仓
GOOG Alphabet Inc Class C $584.30万0.77%16,537 2951.8% $10.42万 加仓
DIS Walt Disney Co $597.12万0.78%62,038 1,3032.1% $12.54万 加仓
CMCSA Comcast Corp New Cl A $602.21万0.79%245,297 18,0197.9% $44.24万 加仓
IBM IBM $604.89万0.79%21,510 -782-3.5% -$21.99万 减仓
FPE First Trust Preferred Sec & Inc ETF $605.57万0.79%338,684 -7,468-2.2% -$13.35万 减仓
— Merck & Co Inc $611.77万0.80%47,608 4000.8% $5.14万 加仓
CRM Salesforce.com Inc $631.58万0.83%40,315 17,58877.4% $275.54万 加仓
PEP Pepsico Incorporated $637.98万0.84%47,118 -1,768-3.6% -$23.94万 减仓
LOW Lowes Companies $656.89万0.86%29,792 9143.2% $20.15万 加仓
— Laboratory Corp of America Holdings $699.89万0.92%24,995 6042.5% $16.91万 加仓
CTVA Corteva Inc $715.83万0.94%84,523 7340.9% $6.22万 加仓
— Medtronic $730.55万0.96%93,385 5,9136.8% $46.26万 加仓
ACN Accenture PLC $740.34万0.97%59,493 12,95327.8% $161.19万 加仓
AMGN Amgen $753.56万0.99%20,809 1,3737.1% $49.72万 加仓
UPS United Parcel Service B $768.39万1.01%71,478 5,3718.1% $57.74万 加仓
CMI Cummins Inc $770.45万1.01%10,802 -1,936-15.2% -$138.08万 减仓
BUD Anheuser-Busch Inbev SA ADR $772.23万1.01%93,717 1,0991.2% $9.06万 加仓
NVDA NVIDIA Corp $791.58万1.04%39,561 2,8077.6% $56.17万 加仓
AVGO Broadcom Ltd $883.58万1.16%23,390 1690.7% $6.38万 加仓
LMT Lockheed Martin Corp $935.18万1.23%18,356 1,0245.9% $52.17万 加仓
IWD iShares Russell 1000 Value Index $938.04万1.23%38,693 3,0818.7% $74.69万 加仓
JPM JP Morgan Chase & Co $951.54万1.25%29,069 3811.3% $12.47万 加仓
USB US Bancorp $953.49万1.25%157,862 3,0952.0% $18.69万 加仓
IVV iShares S&P 500 Index $987.44万1.30%13,185 -157-1.2% -$11.76万 减仓
QCOM Qualcomm $989.16万1.30%53,528 6131.2% $11.33万 加仓
MA Mastercard $997.27万1.31%19,417 3341.8% $17.15万 加仓
SYY Sysco $1,037.81万1.36%124,169 4,2843.6% $35.81万 加仓
TER Teradyne, Inc. $1,105.48万1.45%22,848 -2,464-9.7% -$119.22万 减仓
JPST JPMorgan Ultra-Short Income ETF $1,128.02万1.48%223,060 7780.4% $3.93万 加仓
SCHW Charles Schwab Corp $1,157.00万1.52%125,392 -1,206-1.0% -$11.13万 减仓
AXP American Express $1,254.75万1.65%37,095 -195-0.5% -$6.60万 减仓
— Berkshire Hathaway Inc Class B $1,274.63万1.67%25,472 3271.3% $16.36万 加仓
KLAC KLA Corporation $1,356.93万1.78%44,974 -4,286-8.7% -$129.32万 减仓
JNJ Johnson & Johnson $1,620.21万2.13%63,795 7211.1% $18.31万 加仓
AMZN Amazon.com Inc. $1,728.75万2.27%72,532 -222-0.3% -$5.29万 减仓
FNDX Schwab Fundamental US Large Company ETF $1,753.57万2.30%563,849 42,3508.1% $131.71万 加仓
AKRE Akre Focus ETF $1,822.09万2.39%342,562 -6,178-1.8% -$32.86万 减仓
GOOGL Alphabet Inc Class A $2,194.00万2.88%61,393 -3,219-5.0% -$115.04万 减仓
MSFT Microsoft $3,050.00万4.00%81,764 -217-0.3% -$8.09万 减仓
FNDA Schwab Fundemental US Small Company ETF $3,453.15万4.53%907,290 -33,047-3.5% -$125.78万 减仓
AAPL Apple $3,493.46万4.58%120,730 -910-0.7% -$26.33万 减仓