Ironwood Investment Counsel, LLC
SCOTTSDALE AZ · SEC CIK 0001330463
$6.94亿2026Q1 申报市值
263持仓数
28.5%前十大占比 · 第一大 4.4%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPST 加仓+$428.58万
INTU 加仓+$351.52万
CRM 加仓+$334.50万
NOW 新建仓+$239.94万
FPE 加仓+$176.36万
2026Q1 卖出最多 按季末市值估算
KLAC 减仓-$380.66万
CMI 减仓-$321.14万
TER 减仓-$297.20万
JMST 减仓-$199.27万
FNDA 减仓-$155.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | $3,087.12万 | 4.45% | 121,640 | -1,083 | -0.9% | -$27.49万 | 减仓 |
| FNDA | Schwab Fundemental US Small Company ETF | $3,049.52万 | 4.39% | 940,337 | -47,996 | -4.9% | -$155.65万 | 减仓 |
| MSFT | Microsoft | $3,034.73万 | 4.37% | 81,981 | -1,542 | -1.8% | -$57.08万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $1,858.00万 | 2.68% | 64,612 | -3,125 | -4.6% | -$89.86万 | 减仓 |
| AKRE | Akre Focus ETF | $1,843.09万 | 2.66% | 348,740 | 4,586 | 1.3% | $24.24万 | 加仓 |
| JNJ | Johnson & Johnson | $1,541.78万 | 2.22% | 63,074 | -1,001 | -1.6% | -$24.47万 | 减仓 |
| AMZN | Amazon.com Inc. | $1,515.27万 | 2.18% | 72,754 | 1,424 | 2.0% | $29.66万 | 加仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $1,452.38万 | 2.09% | 521,499 | 30,534 | 6.2% | $85.04万 | 加仓 |
| — | Berkshire Hathaway Inc Class B | $1,204.99万 | 1.74% | 25,145 | 391 | 1.6% | $18.74万 | 加仓 |
| SCHW | Charles Schwab Corp | $1,189.77万 | 1.71% | 126,598 | -1,120 | -0.9% | -$10.53万 | 减仓 |
| AXP | American Express | $1,127.98万 | 1.62% | 37,290 | 354 | 1.0% | $10.71万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $1,124.97万 | 1.62% | 222,282 | 84,682 | 61.5% | $428.58万 | 加仓 |
| LMT | Lockheed Martin Corp | $1,047.58万 | 1.51% | 17,332 | 208 | 1.2% | $12.57万 | 加仓 |
| MA | Mastercard | $953.51万 | 1.37% | 19,083 | 698 | 3.8% | $34.88万 | 加仓 |
| ACN | Accenture PLC | $922.85万 | 1.33% | 46,540 | 6,785 | 17.1% | $134.54万 | 加仓 |
| IVV | iShares S&P 500 Index | $871.54万 | 1.26% | 13,342 | -306 | -2.2% | -$19.99万 | 减仓 |
| SYY | Sysco | $855.14万 | 1.23% | 119,885 | 2,317 | 2.0% | $16.53万 | 加仓 |
| JPM | JP Morgan Chase & Co | $843.90万 | 1.22% | 28,688 | -496 | -1.7% | -$14.59万 | 减仓 |
| USB | US Bancorp | $804.95万 | 1.16% | 154,767 | 4,885 | 3.3% | $25.41万 | 加仓 |
| IWD | iShares Russell 1000 Value Index | $760.93万 | 1.10% | 35,612 | -48 | -0.1% | -$1.03万 | 减仓 |
| PEP | Pepsico Incorporated | $759.15万 | 1.09% | 48,886 | 4,121 | 9.2% | $64.00万 | 加仓 |
| — | Medtronic | $757.95万 | 1.09% | 87,472 | 3,912 | 4.7% | $33.90万 | 加仓 |
| TER | Teradyne, Inc. | $750.41万 | 1.08% | 25,312 | -10,025 | -28.4% | -$297.20万 | 减仓 |
| KLAC | KLA Corporation | $725.38万 | 1.04% | 4,926 | -2,585 | -34.4% | -$380.66万 | 减仓 |
| AVGO | Broadcom Ltd | $718.74万 | 1.04% | 23,221 | -632 | -2.6% | -$19.56万 | 减仓 |
| CTVA | Corteva Inc | $701.40万 | 1.01% | 83,789 | 4,263 | 5.4% | $35.69万 | 加仓 |
| CMI | Cummins Inc | $685.33万 | 0.99% | 12,738 | -5,969 | -31.9% | -$321.14万 | 减仓 |
| AMGN | Amgen | $683.87万 | 0.99% | 19,436 | 1,063 | 5.8% | $37.40万 | 加仓 |
| LOW | Lowes Companies | $682.34万 | 0.98% | 28,878 | 2,214 | 8.3% | $52.31万 | 加仓 |
| QCOM | Qualcomm | $681.45万 | 0.98% | 52,915 | 3,946 | 8.1% | $50.82万 | 加仓 |
| CMCSA | Comcast Corp New Cl A | $652.52万 | 0.94% | 227,278 | 26,539 | 13.2% | $76.19万 | 加仓 |
| — | Laboratory Corp of America Holdings | $650.78万 | 0.94% | 24,391 | 674 | 2.8% | $17.98万 | 加仓 |
| UPS | United Parcel Service B | $650.36万 | 0.94% | 66,107 | 4,816 | 7.9% | $47.38万 | 加仓 |
| BUD | Anheuser-Busch Inbev SA ADR | $642.49万 | 0.93% | 92,618 | 3,279 | 3.7% | $22.75万 | 加仓 |
| NVDA | NVIDIA Corp | $641.00万 | 0.92% | 36,754 | 764 | 2.1% | $13.32万 | 加仓 |
| ADBE | Adobe Systems Inc | $617.79万 | 0.89% | 25,415 | 2,993 | 13.3% | $72.75万 | 加仓 |
| FPE | First Trust Preferred Sec & Inc ETF | $614.42万 | 0.89% | 346,152 | 99,359 | 40.3% | $176.36万 | 加仓 |
| DIS | Walt Disney Co | $585.37万 | 0.84% | 60,735 | 3,207 | 5.6% | $30.91万 | 加仓 |
| — | Exxon Mobil | $570.10万 | 0.82% | 33,602 | 1,446 | 4.5% | $24.53万 | 加仓 |
| — | Merck & Co Inc | $567.87万 | 0.82% | 47,208 | -2,937 | -5.9% | -$35.33万 | 减仓 |
| IBM | IBM | $540.34万 | 0.78% | 22,292 | -395 | -1.7% | -$9.57万 | 减仓 |
| MCK | McKesson Corp | $520.20万 | 0.75% | 6,011 | -106 | -1.7% | -$9.17万 | 减仓 |
| DG | Dollar General Corp | $503.37万 | 0.73% | 42,396 | 2,408 | 6.0% | $28.59万 | 加仓 |
| HD | Home Depot | $500.26万 | 0.72% | 15,210 | -1,090 | -6.7% | -$35.85万 | 减仓 |
| OGE | OGE Energy Corp. | $480.99万 | 0.69% | 100,289 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Company | $468.88万 | 0.68% | 22,554 | 776 | 3.6% | $16.13万 | 加仓 |
| GOOG | Alphabet Inc Class C | $465.92万 | 0.67% | 16,242 | -465 | -2.8% | -$13.34万 | 减仓 |
| CAH | Cardinal Health | $456.94万 | 0.66% | 21,624 | -771 | -3.4% | -$16.29万 | 减仓 |
| META | Meta Platforms Inc Class A | $455.45万 | 0.66% | 7,960 | -887 | -10.0% | -$50.75万 | 减仓 |
| WDAY | Workday Inc Class A | $454.04万 | 0.65% | 34,948 | 5,726 | 19.6% | $74.39万 | 加仓 |
| TSLA | Tesla Motors Inc. | $452.60万 | 0.65% | 12,174 | 255 | 2.1% | $9.48万 | 加仓 |
| INTU | Intuit Inc | $452.31万 | 0.65% | 10,461 | 8,130 | 348.8% | $351.52万 | 加仓 |
| CRM | Salesforce.com Inc | $424.26万 | 0.61% | 22,727 | 17,919 | 372.7% | $334.50万 | 加仓 |
| WMT | Wal-Mart Stores | $390.37万 | 0.56% | 31,410 | -226 | -0.7% | -$2.81万 | 减仓 |
| COST | Costco | $387.15万 | 0.56% | 3,885 | -294 | -7.0% | -$29.30万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $373.23万 | 0.54% | 5,739 | 323 | 6.0% | $21.01万 | 加仓 |
| PG | Procter & Gamble | $355.77万 | 0.51% | 24,631 | -3,204 | -11.5% | -$46.28万 | 减仓 |
| VB | Vanguard Small Cap ETF | $351.29万 | 0.51% | 13,411 | 6 | 0.0% | $1,572 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $347.89万 | 0.50% | 5,821 | -389 | -6.3% | -$23.25万 | 减仓 |
| ELV | Elevance Health Inc | $345.19万 | 0.50% | 11,791 | 2,023 | 20.7% | $59.22万 | 加仓 |
| CCI | Crown Castle International | $339.49万 | 0.49% | 41,752 | 6,231 | 17.5% | $50.67万 | 加仓 |
| HYD | Market Vectors High-Yield Muni ETF | $322.59万 | 0.46% | 64,337 | -1,736 | -2.6% | -$8.70万 | 减仓 |
| EFV | iShares MSCI EAFE Value Index | $317.57万 | 0.46% | 40,708 | 254 | 0.6% | $1.98万 | 加仓 |
| GLW | Corning Inc | $317.56万 | 0.46% | 23,354 | -2,662 | -10.2% | -$36.20万 | 减仓 |
| CSCO | Cisco Systems Inc | $309.29万 | 0.45% | 39,862 | -629 | -1.6% | -$4.88万 | 减仓 |
| LLY | Lilly Eli & Co | $308.58万 | 0.44% | 3,355 | -16 | -0.5% | -$1.47万 | 减仓 |
| T | AT&T | $298.69万 | 0.43% | 103,032 | -1,000 | -1.0% | -$2.90万 | 减仓 |
| MS | Morgan Stanley | $283.62万 | 0.41% | 17,234 | 292 | 1.7% | $4.81万 | 加仓 |
| CVX | Chevron Corp | $275.35万 | 0.40% | 13,308 | -1,071 | -7.4% | -$22.16万 | 减仓 |
| VZ | Verizon Communications | $264.44万 | 0.38% | 52,677 | -909 | -1.7% | -$4.56万 | 减仓 |
| VEA | Vanguard MSCI EAFE ETF | $254.24万 | 0.37% | 39,675 | 153 | 0.4% | $9,804 | 加仓 |
| DOX | Amdocs Limited | $248.20万 | 0.36% | 38,032 | -5,619 | -12.9% | -$36.67万 | 减仓 |
| IWS | iShares Russell Midcap Value | $245.99万 | 0.35% | 16,878 | -2,100 | -11.1% | -$30.61万 | 减仓 |
| NOW | ServiceNow, Inc | $239.94万 | 0.35% | 22,950 | 22,950 | — | $239.94万 | 新建仓 |
| V | Visa | $239.47万 | 0.34% | 7,923 | -17 | -0.2% | -$5,138 | 减仓 |
| VCIT | Vanguard Interm-Tm Corp Bd Idx ETF | $234.68万 | 0.34% | 28,360 | 353 | 1.3% | $2.92万 | 加仓 |
| MCD | McDonalds | $234.21万 | 0.34% | 7,535 | -1,483 | -16.4% | -$46.10万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $217.52万 | 0.31% | 6,780 | -3 | -0.0% | -$962 | 减仓 |
| HUBB | Hubbell Inc CL B | $213.23万 | 0.31% | 4,345 | 2 | 0.0% | $981 | 加仓 |
| AGG | iShares Barclays Aggregate Bond | $211.73万 | 0.31% | 21,329 | 1,931 | 10.0% | $19.17万 | 加仓 |
| TTD | The Trade Desk Inc | $210.37万 | 0.30% | 92,713 | 36,088 | 63.7% | $81.88万 | 加仓 |
| CAT | Caterpillar Inc | $210.12万 | 0.30% | 2,965 | -21 | -0.7% | -$1.49万 | 减仓 |
| OMC | Omnicom Group Inc | $203.78万 | 0.29% | 27,059 | 681 | 2.6% | $5.13万 | 加仓 |
| ABBV | AbbVie Inc | $201.74万 | 0.29% | 9,275 | -118 | -1.3% | -$2.57万 | 减仓 |
| QQQ | Powershares QQQ | $199.83万 | 0.29% | 3,462 | -45 | -1.3% | -$2.60万 | 减仓 |
| JMST | JPMorgan Ultra-Short Municipal Inc ETF | $197.00万 | 0.28% | 38,643 | -39,088 | -50.3% | -$199.27万 | 减仓 |
| APD | Air Prod & Chemicals Inc | $193.48万 | 0.28% | 6,660 | 244 | 3.8% | $7.09万 | 加仓 |
| TJX | T J X Cos Inc | $187.92万 | 0.27% | 11,767 | 22 | 0.2% | $3,513 | 加仓 |
| MDLZ | Mondelez International Inc | $175.21万 | 0.25% | 30,397 | 1,362 | 4.7% | $7.85万 | 加仓 |
| SCHD | Schwab U.S. Dividend Equity ETF | $174.51万 | 0.25% | 56,879 | -11,443 | -16.7% | -$35.11万 | 减仓 |
| BRO | Brown & Brown Inc | $171.75万 | 0.25% | 26,338 | -25 | -0.1% | -$1,630 | 减仓 |
| WM | Waste Management, Inc. | $168.48万 | 0.24% | 7,331 | -28 | -0.4% | -$6,435 | 减仓 |
| EFG | iShares MSCI EAFE Growth Index | $167.36万 | 0.24% | 15,027 | 172 | 1.2% | $1.92万 | 加仓 |
| KO | Coca Cola | $165.74万 | 0.24% | 21,792 | 152 | 0.7% | $1.16万 | 加仓 |
| EMR | Emerson Electric | $153.06万 | 0.22% | 11,681 | -100 | -0.8% | -$1.31万 | 减仓 |
| VIG | Vanguard Div Apprciation | $152.62万 | 0.22% | 7,096 | -515 | -6.8% | -$11.08万 | 减仓 |
| ES | Eversource Energy | $149.15万 | 0.21% | 21,529 | 1,322 | 6.5% | $9.16万 | 加仓 |
| XLC | Communication Services Sel Sect SPDR ETF | $148.33万 | 0.21% | 13,380 | 2,524 | 23.2% | $27.98万 | 加仓 |
| ETN | Eaton Corp PLC | $148.14万 | 0.21% | 4,141 | -96 | -2.3% | -$3.43万 | 减仓 |
| VCSH | Vanguard Short-Term Corp Bd Idx ETF | $145.38万 | 0.21% | 18,339 | -469 | -2.5% | -$3.72万 | 减仓 |