IRON Financial LLC
NORTHBROOK IL · SEC CIK 0001595509
$2.29亿2026Q1 申报市值
145持仓数
47.7%前十大占比 · 第一大 7.5%
33 / 21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
VSDM 新建仓+$345.30万
FTMS 新建仓+$284.88万
JPLD 新建仓+$134.83万
NEAR 加仓+$113.13万
CIEN 新建仓+$101.60万
2026Q1 卖出最多 按季末市值估算
JKHY 清仓-$94.52万
PFE 清仓-$90.47万
EQT 清仓-$87.28万
NOW 清仓-$75.37万
CHD 清仓-$75.36万
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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $60.03万 | 0.26% | 3,964 | 24 | 0.6% | $3,634 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $63.35万 | 0.28% | 5,541 | 8 | 0.1% | $915 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.41万 | 0.28% | 3,232 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $67.03万 | 0.29% | 3,172 | 3,172 | — | $67.03万 | 新建仓 |
| ABBV | ABBVIE INC | $67.08万 | 0.29% | 3,084 | -253 | -7.6% | -$5.50万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $70.67万 | 0.31% | 4,711 | 2,621 | 125.4% | $39.31万 | 加仓 |
| DG | DOLLAR GEN CORP | $71.31万 | 0.31% | 6,006 | -1,596 | -21.0% | -$18.95万 | 减仓 |
| COP | CONOCOPHILLIPS | $72.43万 | 0.32% | 5,487 | -3,042 | -35.7% | -$40.16万 | 减仓 |
| TSLA | TESLA INC | $73.09万 | 0.32% | 1,966 | 193 | 10.9% | $7.17万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $74.96万 | 0.33% | 33,661 | 7,494 | 28.6% | $16.69万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $76.85万 | 0.34% | 19,305 | 19,305 | — | $76.85万 | 新建仓 |
| LTPZ | PIMCO ETF TR | $77.41万 | 0.34% | 15,169 | -7,030 | -31.7% | -$35.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.35万 | 0.34% | 1,635 | 80 | 5.1% | $3.83万 | 加仓 |
| ERIE | ERIE INDTY CO | $78.48万 | 0.34% | 3,123 | 860 | 38.0% | $21.61万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $80.59万 | 0.35% | 20,413 | 20,413 | — | $80.59万 | 新建仓 |
| IQLT | ISHARES TR | $81.68万 | 0.36% | 17,668 | 215 | 1.2% | $9,940 | 加仓 |
| KHC | KRAFT HEINZ CO | $83.19万 | 0.36% | 36,988 | 5,070 | 15.9% | $11.40万 | 加仓 |
| FE | FIRSTENERGY CORP | $85.93万 | 0.38% | 16,963 | 16,963 | — | $85.93万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $87.34万 | 0.38% | 5,282 | 5,282 | — | $87.34万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $89.87万 | 0.39% | 6,222 | -12 | -0.2% | -$1,733 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $91.19万 | 0.40% | 8,307 | -284 | -3.3% | -$3.12万 | 减仓 |
| ADSK | AUTODESK INC | $92.12万 | 0.40% | 3,848 | 3,848 | — | $92.12万 | 新建仓 |
| TJX | TJX COS INC NEW | $94.32万 | 0.41% | 5,906 | 5,906 | — | $94.32万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $97.13万 | 0.42% | 2,488 | 577 | 30.2% | $22.53万 | 加仓 |
| CIEN | CIENA CORP | $101.60万 | 0.44% | 2,617 | 2,617 | — | $101.60万 | 新建仓 |
| USMV | ISHARES TR | $104.22万 | 0.46% | 11,238 | -3,204 | -22.2% | -$29.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $104.35万 | 0.46% | 1,808 | -36 | -2.0% | -$2.08万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $107.54万 | 0.47% | 17,538 | 515 | 3.0% | $3.16万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $108.65万 | 0.47% | 16,715 | -1,757 | -9.5% | -$11.42万 | 减仓 |
| GOOGL | ALPHABET INC | $115.29万 | 0.50% | 4,009 | 791 | 24.6% | $22.75万 | 加仓 |
| META | META PLATFORMS INC | $118.23万 | 0.52% | 2,067 | 767 | 59.0% | $43.87万 | 加仓 |
| WMT | WALMART INC | $130.68万 | 0.57% | 10,515 | 6,381 | 154.4% | $79.30万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $134.83万 | 0.59% | 25,834 | 25,834 | — | $134.83万 | 新建仓 |
| — | EXXON MOBIL CORP | $140.53万 | 0.61% | 8,283 | -1,529 | -15.6% | -$25.94万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $141.48万 | 0.62% | 27,954 | 93 | 0.3% | $4,707 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $141.95万 | 0.62% | 30,260 | 43 | 0.1% | $2,017 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $142.61万 | 0.62% | 5,834 | 170 | 3.0% | $4.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $164.02万 | 0.72% | 21,271 | -13 | -0.1% | -$1,002 | 减仓 |
| DIVB | ISHARES TR | $173.98万 | 0.76% | 32,249 | 163 | 0.5% | $8,794 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $180.04万 | 0.79% | 39,465 | -811 | -2.0% | -$3.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $198.20万 | 0.87% | 9,216 | -232 | -2.5% | -$4.99万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $199.98万 | 0.87% | 43,807 | -165 | -0.4% | -$7,532 | 减仓 |
| MSFT | MICROSOFT CORP | $251.94万 | 1.10% | 6,806 | 331 | 5.1% | $12.25万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $260.06万 | 1.14% | 43,671 | -573 | -1.3% | -$3.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $270.72万 | 1.18% | 9,203 | 215 | 2.4% | $6.32万 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $284.88万 | 1.24% | 287,616 | 287,616 | — | $284.88万 | 新建仓 |
| AMZN | AMAZON COM INC | $290.47万 | 1.27% | 13,947 | 515 | 3.8% | $10.73万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $291.63万 | 1.27% | 10,376 | 33 | 0.3% | $9,275 | 加仓 |
| NVDA | NVIDIA CORPORATION | $316.49万 | 1.38% | 18,148 | 2,536 | 16.2% | $44.23万 | 加仓 |
| MOAT | VANECK ETF TRUST | $327.05万 | 1.43% | 33,821 | 75 | 0.2% | $7,253 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $345.30万 | 1.51% | 45,262 | 45,262 | — | $345.30万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $353.59万 | 1.55% | 69,556 | 22,255 | 47.0% | $113.13万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $361.30万 | 1.58% | 120,154 | -1,312 | -1.1% | -$3.95万 | 减仓 |
| IBDR | ISHARES TR | $372.84万 | 1.63% | 153,813 | -1,492 | -1.0% | -$3.62万 | 减仓 |
| ICSH | ISHARES TR | $504.62万 | 2.21% | 99,688 | 4,756 | 5.0% | $24.07万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $514.90万 | 2.25% | 193,500 | -2,442 | -1.2% | -$6.50万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $530.57万 | 2.32% | 172,937 | 28,633 | 19.8% | $87.85万 | 加仓 |
| ACWV | ISHARES INC | $578.99万 | 2.53% | 48,447 | -3,762 | -7.2% | -$44.96万 | 减仓 |
| PULS | PGIM ETF TR | $582.67万 | 2.55% | 117,711 | 5,963 | 5.3% | $29.52万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $830.51万 | 3.63% | 246,151 | -3,427 | -1.4% | -$11.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $842.34万 | 3.68% | 12,952 | -784 | -5.7% | -$50.99万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $982.50万 | 4.29% | 310,328 | 24,952 | 8.7% | $79.00万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,018.41万 | 4.45% | 128,815 | 111 | 0.1% | $8,776 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,145.67万 | 5.01% | 35,712 | -414 | -1.1% | -$13.28万 | 减仓 |
| ISTB | ISHARES TR | $1,601.95万 | 7.00% | 330,572 | -4,853 | -1.4% | -$23.52万 | 减仓 |
| AAPL | APPLE INC | $1,611.77万 | 7.04% | 63,508 | 157 | 0.2% | $3.98万 | 加仓 |
| CME | CME GROUP INC | $1,722.14万 | 7.53% | 58,308 | -98 | -0.2% | -$2.89万 | 减仓 |