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
TTD The Trade Desk Inc $00.00%0 -92,713-100.0% -$210.37万 清仓
— Honeywell International $00.00%0 -6,084-100.0% -$137.52万 清仓
PLTR Palantir Technologies Inc $00.00%0 -4,975-100.0% -$72.79万 清仓
CIEN Ciena Corp $00.00%0 -788-100.0% -$30.59万 清仓
ED Consolidated Edison $00.00%0 -2,284-100.0% -$25.85万 清仓
TSEM Tower Semiconductor Ltd $00.00%0 -1,384-100.0% -$24.29万 清仓
PHYS Sprott Physical Gold Trust $00.00%0 -6,520-100.0% -$23.11万 清仓
COHR Coherent Inc $00.00%0 -969-100.0% -$23.08万 清仓
NEM Newmont Mining Corporation $00.00%0 -2,029-100.0% -$21.97万 清仓
NKE Nike Inc $00.00%0 -3,954-100.0% -$20.89万 清仓
COP ConocoPhillips $00.00%0 -1,580-100.0% -$20.86万 清仓
ZBH Zimmer Biomet Holdings Inc. $00.00%0 -2,301-100.0% -$20.81万 清仓
RC Ready Capital Corp $4.47万0.01%25,518 1260.5% $221 加仓
— CPS Technologies Corp $15.18万0.02%27,500 27,500— $15.18万 新建仓
SNPS Synopsys Inc $20.34万0.03%456 -42-8.4% -$1.87万 重新持有
IJT iShares S&P SmallCap 600 Grwth Idx $20.52万0.03%1,149 -320-21.8% -$5.72万 重新持有
LITE Lumentum Holdings Inc $20.77万0.03%242 -248-50.6% -$21.28万 减仓
COHU Cohu Inc $20.94万0.03%2,833 2,833— $20.94万 新建仓
LIN Linde PLC $21.65万0.03%417 -71-14.5% -$3.69万 减仓
GS Goldman Sachs Group Inc $22.17万0.03%219 -21-8.8% -$2.13万 减仓
VRP PowerShares Variable Rate Preferred $23.63万0.03%9,721 -2,921-23.1% -$7.10万 减仓
NFLX Netflix Inc $23.70万0.03%3,319 34411.6% $2.46万 加仓
MO Altria Group Inc $23.95万0.03%3,329 -2-0.1% -$144 减仓
DVY iShares Dow Jones Select Dividend Index $23.96万0.03%1,533 -316-17.1% -$4.94万 减仓
DFUS Dimensional US Equity Market ETF $24.14万0.03%2,946 00.0% — 不变
SSNC SS&C Technologies Holdings Inc $24.44万0.03%3,938 00.0% — 不变
SO Southern Company $24.45万0.03%2,554 -222-8.0% -$2.12万 减仓
BIP Brookfield Infr Prt Lp Lp Int Unit $24.54万0.03%6,724 831.2% $3,029 加仓
AMG Affiliated Managers Group Inc $24.70万0.03%730 00.0% — 不变
KBWB Invesco KBW Bank ETF $24.75万0.03%2,662 00.0% — 不变
MTRN Materion Corp $25.07万0.03%843 843— $25.07万 新建仓
XLF Financial Select Sector SPDR $25.11万0.03%4,683 -1,342-22.3% -$7.20万 减仓
PEG Public Service Enterprise Group $25.27万0.03%3,114 -1,238-28.4% -$10.05万 减仓
ATI Allegheny Technologies Inc $25.29万0.03%1,283 1,283— $25.29万 新建仓
SCHF Schwab International Equity ETF $25.30万0.03%9,135 2202.5% $6,094 加仓
BBCA JPMorgan BetaBuilders Canada $25.50万0.03%2,565 00.0% — 不变
BMY Bristol-Myers Squibb Co $25.93万0.03%4,500 00.0% — 不变
GRMN Garmin Ltd $26.06万0.03%1,097 00.0% — 不变
EFX Equifax Inc $26.32万0.03%1,658 00.0% — 不变
TRGP Targa Resources Corp $26.47万0.03%987 -515-34.3% -$13.81万 减仓
HWM Howmet Aerospace $26.53万0.03%986 -475-32.5% -$12.78万 减仓
ICE IntercontinentalExchange Group Inc $26.74万0.04%2,172 -32-1.5% -$3,940 减仓
SOXX iShares PHLX Semiconductor ETF $27.39万0.04%427 427— $27.39万 新建仓
BBEU JPMorgan BetaBuilders Europe $27.40万0.04%3,523 00.0% — 不变
PNC PNC Finl Services Gp Inc $27.45万0.04%1,115 00.0% — 不变
ROP Roper Industries Inc $27.58万0.04%815 -4-0.5% -$1,354 减仓
URI United Rentals Inc $27.84万0.04%245 -24-8.9% -$2.73万 重新持有
IVZ Invesco Ltd $27.87万0.04%10,562 3243.2% $8,550 加仓
MMM 3M Company $27.98万0.04%1,728 00.0% — 不变
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc $27.98万0.04%7,165 -65-0.9% -$2,539 减仓
BMO Bank of Montreal (USA) $28.36万0.04%1,605 00.0% — 不变
ITA iShares US Aerospace & Defense $28.37万0.04%1,170 10.1% $242 加仓
MLM Martin Marietta Matr $28.49万0.04%494 -1-0.2% -$577 减仓
PANW Palo Alto Networks Inc $28.54万0.04%837 837— $28.54万 新建仓
WDAY Workday Inc Class A $28.55万0.04%2,332 -32,616-93.3% -$399.28万 减仓
CARR Carrier Global Corp $28.95万0.04%3,947 -255-6.1% -$1.87万 减仓
SFM Sprouts Farmers Market Inc $29.04万0.04%3,434 00.0% — 不变
WMB Williams Companies, Inc. $29.30万0.04%3,942 -2,800-41.5% -$20.82万 减仓
TMO Thermo Fisher Scientific Inc $29.48万0.04%588 00.0% — 不变
ICHR Ichor Holdings Ltd $30.19万0.04%2,689 2,689— $30.19万 新建仓
WEC Wisconsin Energy Group $30.99万0.04%2,654 00.0% — 不变
SWX Southwest Gas Holdings $31.04万0.04%3,499 250.7% $2,218 加仓
PPG PPG Industries Inc $31.54万0.04%2,600 00.0% — 不变
FORM Formfactor Inc $31.99万0.04%2,000 2,000— $31.99万 新建仓
IJK iShares S&P MidCap 400 Growth $32.05万0.04%2,728 00.0% — 不变
VNQ Vanguard REIT ETF $33.58万0.04%3,481 -300-7.9% -$2.89万 减仓
CVIE Calvert International Responsible ETF $34.01万0.04%4,000 00.0% — 不变
CLX Clorox Company $34.70万0.05%3,636 -166-4.4% -$1.58万 减仓
ALL Allstate Corporation $34.98万0.05%1,469 -13-0.9% -$3,095 减仓
IYW iShares U.S. Technology ETF $35.01万0.05%1,388 -14-1.0% -$3,531 减仓
BOKF B O K Financial Cp New $35.73万0.05%2,573 00.0% — 不变
ROK Rockwell Automation Inc $35.77万0.05%722 00.0% — 不变
VUG Vanguard Growth ETF $35.99万0.05%4,178 -310-6.9% -$2.67万 减仓
FAST Fastenal Co $36.32万0.05%7,562 00.0% — 不变
PFE Pfizer $37.24万0.05%15,465 -2,238-12.6% -$5.39万 减仓
MKC McCormick & Co $37.72万0.05%7,481 -914-10.9% -$4.61万 减仓
ZTS Zoetis Inc $38.27万0.05%5,325 -48-0.9% -$3,449 减仓
MCHP Microchip Technology Inc $38.45万0.05%4,216 00.0% — 不变
XBI SPDR S&P Biotech ETF $39.04万0.05%2,467 00.0% — 不变
IWP iShares Russell Midcap Growth $39.25万0.05%2,681 1064.1% $1.55万 加仓
GWW Grainger, W W $39.45万0.05%290 00.0% — 不变
GILD Gilead Sciences Inc $40.06万0.05%3,171 60.2% $758 加仓
BA Boeing Co $40.24万0.05%1,859 -9-0.5% -$1,948 减仓
PNQI PowerShares Nasdaq Internet ETF $41.16万0.05%9,030 -50-0.6% -$2,279 减仓
LPTH LightPath Technologies Inc $41.28万0.05%25,250 -415-1.6% -$6,785 减仓
ORCL Oracle Corporation $42.52万0.06%2,901 -203-6.5% -$2.98万 减仓
CHRW CH Robinson Worldwide Inc. $42.90万0.06%2,277 -75-3.2% -$1.41万 减仓
PH Parker Hannifin Corp $43.04万0.06%440 00.0% — 不变
CSX CSX Corp $43.19万0.06%9,086 00.0% — 不变
IVE iShares S&P 500 Value Index $43.30万0.06%1,906 -89-4.5% -$2.02万 减仓
CHD Church & Dwight Co Inc $44.14万0.06%4,556 00.0% — 不变
TGT Target $44.29万0.06%3,391 00.0% — 不变
— Guggenheim Etf $44.55万0.06%6,903 00.0% — 不变
AMAT Applied Materials Inc $45.35万0.06%627 627— $45.35万 新建仓
BNY Bank Of New York Mellon Corp $46.04万0.06%3,184 100.3% $1,446 加仓
CI Cigna Corp $46.17万0.06%1,674 -255-13.2% -$7.03万 减仓
SHW Sherwin-Williams Co. $47.00万0.06%1,365 -69-4.8% -$2.38万 减仓
NEE NextEra Energy Inc. $47.24万0.06%5,382 -604-10.1% -$5.30万 减仓
RSP Guggenheim S&P 500 Equal Weight ETF $47.29万0.06%2,222 50.2% $1,064 加仓
BBJP JPMorgan BetaBuilders Japan $47.47万0.06%6,303 00.0% — 不变