IRON Financial LLC
NORTHBROOK IL · SEC CIK 0001595509
$2.42亿2026Q2 申报市值
151持仓数
45.5%前十大占比 · 第一大 8.1%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VSDM 加仓+$157.69万
FTMS 加仓+$156.44万
AAPL 加仓+$118.15万
PULS 加仓+$44.83万
AMZN 加仓+$41.64万
2026Q2 卖出最多 按季末市值估算
HTRB 减仓-$175.63万
SCHP 减仓-$101.83万
VTI 减仓-$80.26万
SPY 减仓-$56.83万
QQQ 减仓-$52.72万
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 |
|---|---|---|---|---|---|---|---|---|
| ERIE | ERIE INDTY CO | $81.87万 | 0.34% | 3,415 | 292 | 9.3% | $7.00万 | 加仓 |
| TSLA | TESLA INC | $83.07万 | 0.34% | 1,975 | 9 | 0.5% | $3,785 | 加仓 |
| CAH | CARDINAL HEALTH INC | $83.19万 | 0.34% | 3,502 | 330 | 10.4% | $7.84万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $84.66万 | 0.35% | 20,670 | 257 | 1.3% | $1.05万 | 加仓 |
| FE | FIRSTENERGY CORP | $86.57万 | 0.36% | 18,210 | 1,247 | 7.4% | $5.93万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $86.67万 | 0.36% | 17,845 | 1,130 | 6.8% | $5.49万 | 加仓 |
| IQLT | ISHARES TR | $87.48万 | 0.36% | 17,656 | -12 | -0.1% | -$595 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $88.35万 | 0.36% | 20,681 | 1,376 | 7.1% | $5.88万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $90.44万 | 0.37% | 6,167 | -55 | -0.9% | -$8,066 | 减仓 |
| KHC | KRAFT HEINZ CO | $93.02万 | 0.38% | 39,381 | 2,393 | 6.5% | $5.65万 | 加仓 |
| TJX | TJX COS INC NEW | $95.13万 | 0.39% | 6,279 | 373 | 6.3% | $5.65万 | 加仓 |
| USMV | ISHARES TR | $108.50万 | 0.45% | 11,249 | 11 | 0.1% | $1,061 | 加仓 |
| — | EXXON MOBIL CORP | $118.77万 | 0.49% | 8,687 | 404 | 4.9% | $5.52万 | 加仓 |
| META | META PLATFORMS INC | $119.80万 | 0.49% | 2,127 | 60 | 2.9% | $3.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $120.81万 | 0.50% | 6,678 | 1,396 | 26.4% | $25.25万 | 加仓 |
| WMT | WALMART INC | $123.31万 | 0.51% | 10,888 | 373 | 3.5% | $4.22万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $126.73万 | 0.52% | 17,534 | -4 | -0.0% | -$289 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $136.75万 | 0.56% | 26,202 | 368 | 1.4% | $1.92万 | 加仓 |
| CIEN | CIENA CORP | $138.14万 | 0.57% | 2,816 | 199 | 7.6% | $9.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $142.32万 | 0.59% | 1,233 | -16 | -1.3% | -$1.85万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $142.39万 | 0.59% | 28,158 | 204 | 0.7% | $1.03万 | 加仓 |
| GOOGL | ALPHABET INC | $144.35万 | 0.60% | 4,039 | 30 | 0.7% | $1.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $149.87万 | 0.62% | 5,901 | 67 | 1.1% | $1.70万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $157.08万 | 0.65% | 30,336 | 76 | 0.3% | $3,935 | 加仓 |
| INTC | INTEL CORP | $172.58万 | 0.71% | 12,360 | -313 | -2.5% | -$4.37万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $178.43万 | 0.74% | 39,223 | -242 | -0.6% | -$1.10万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $182.20万 | 0.75% | 21,312 | 41 | 0.2% | $3,505 | 加仓 |
| DIVB | ISHARES TR | $187.74万 | 0.77% | 30,477 | -1,772 | -5.5% | -$10.92万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $197.65万 | 0.82% | 2,590 | 102 | 4.1% | $7.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $212.15万 | 0.88% | 8,966 | -250 | -2.7% | -$5.92万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $218.01万 | 0.90% | 43,264 | -543 | -1.2% | -$2.74万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $235.65万 | 0.97% | 39,954 | -3,717 | -8.5% | -$21.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.38万 | 0.98% | 6,390 | -416 | -6.1% | -$15.52万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $252.40万 | 1.04% | 10,401 | 25 | 0.2% | $6,067 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $298.97万 | 1.23% | 9,134 | -69 | -0.7% | -$2.26万 | 减仓 |
| MOAT | VANECK ETF TRUST | $343.50万 | 1.42% | 33,041 | -780 | -2.3% | -$8.11万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $358.64万 | 1.48% | 119,506 | -648 | -0.5% | -$1.94万 | 减仓 |
| IBDR | ISHARES TR | $361.78万 | 1.49% | 149,310 | -4,503 | -2.9% | -$10.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $367.10万 | 1.52% | 18,347 | 199 | 1.1% | $3.98万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $373.99万 | 1.54% | 73,824 | 4,268 | 6.1% | $21.62万 | 加仓 |
| AMZN | AMAZON COM INC | $374.05万 | 1.54% | 15,694 | 1,747 | 12.5% | $41.64万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $410.95万 | 1.70% | 155,075 | -38,425 | -19.9% | -$101.83万 | 减仓 |
| FTMS | PUTNAM ETF TRUST | $442.47万 | 1.83% | 444,917 | 157,301 | 54.7% | $156.44万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $504.53万 | 2.08% | 65,840 | 20,578 | 45.5% | $157.69万 | 加仓 |
| ICSH | ISHARES TR | $511.10万 | 2.11% | 101,049 | 1,361 | 1.4% | $6.88万 | 加仓 |
| ACWV | ISHARES INC | $578.63万 | 2.39% | 48,127 | -320 | -0.7% | -$3.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $584.02万 | 2.41% | 184,175 | 11,238 | 6.5% | $35.64万 | 加仓 |
| PULS | PGIM ETF TR | $628.09万 | 2.59% | 126,759 | 9,048 | 7.7% | $44.83万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $654.75万 | 2.70% | 194,088 | -52,063 | -21.2% | -$175.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $910.41万 | 3.76% | 12,191 | -761 | -5.9% | -$56.83万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $1,008.66万 | 4.16% | 317,888 | 7,560 | 2.4% | $23.99万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,154.86万 | 4.77% | 127,201 | -1,614 | -1.3% | -$14.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,241.21万 | 5.12% | 33,543 | -2,169 | -6.1% | -$80.26万 | 减仓 |
| CME | CME GROUP INC | $1,287.43万 | 5.31% | 58,300 | -8 | -0.0% | -$1,767 | 减仓 |
| ISTB | ISHARES TR | $1,590.97万 | 6.57% | 329,734 | -838 | -0.3% | -$4.04万 | 减仓 |
| AAPL | APPLE INC | $1,955.80万 | 8.07% | 67,591 | 4,083 | 6.4% | $118.15万 | 加仓 |