Ironwood Financial, llc
TUCSON AZ · SEC CIK 0001630360
$6.39亿2026Q2 申报市值
179持仓数
41.5%前十大占比 · 第一大 12.1%
12 / 3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
IBDY 加仓+$491.57万
IBDT 加仓+$393.33万
BIV 新建仓+$364.38万
SPHY 新建仓+$296.42万
IBHI 加仓+$276.27万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$475.39万
BSCQ 减仓-$402.46万
BSJQ 减仓-$387.63万
IBDR 减仓-$357.20万
IVV 减仓-$250.01万
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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $0 | 0.00% | 0 | -8,658 | -100.0% | -$26.25万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,474 | -100.0% | -$21.82万 | 清仓 |
| NB | NIOCORP DEVS LTD | $0 | 0.00% | 0 | -11,001 | -100.0% | -$4.91万 | 清仓 |
| — | SUNPOWER INC | $6,492 | 0.00% | 10,000 | 10,000 | — | $6,492 | 新建仓 |
| AOR | ISHARES TR | $20.61万 | 0.03% | 3,009 | -81 | -2.6% | -$5,549 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $20.99万 | 0.03% | 2,146 | 2,146 | — | $20.99万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.27万 | 0.03% | 1,167 | 96 | 9.0% | $1.75万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.27万 | 0.03% | 5,937 | -412 | -6.5% | -$1.48万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $21.70万 | 0.03% | 4,387 | -125 | -2.8% | -$6,182 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $21.74万 | 0.03% | 509 | 509 | — | $21.74万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $22.37万 | 0.04% | 655 | -205 | -23.8% | -$7.00万 | 减仓 |
| MKL | MARKEL GROUP INC | $22.37万 | 0.04% | 114 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.25万 | 0.04% | 735 | 735 | — | $24.25万 | 新建仓 |
| — | ISHARES U S ETF TR | $24.59万 | 0.04% | 4,484 | -404 | -8.3% | -$2.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.94万 | 0.04% | 3,578 | -75 | -2.1% | -$5,227 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $25.01万 | 0.04% | 3,449 | 3,449 | — | $25.01万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $25.07万 | 0.04% | 7,418 | -381 | -4.9% | -$1.29万 | 减仓 |
| FTNT | FORTINET INC | $25.46万 | 0.04% | 1,585 | 1,585 | — | $25.46万 | 新建仓 |
| PEP | PEPSICO INC | $25.55万 | 0.04% | 1,845 | -5 | -0.3% | -$692 | 减仓 |
| — | EXXON MOBIL CORP | $25.74万 | 0.04% | 1,782 | 86 | 5.1% | $1.24万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.85万 | 0.04% | 2,806 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $26.07万 | 0.04% | 4,985 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $26.17万 | 0.04% | 2,985 | 1 | 0.0% | $88 | 加仓 |
| IEV | ISHARES TR | $26.51万 | 0.04% | 3,671 | -43 | -1.2% | -$3,105 | 减仓 |
| V | VISA INC | $27.05万 | 0.04% | 756 | -9 | -1.2% | -$3,220 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $27.49万 | 0.04% | 5,675 | 100 | 1.8% | $4,844 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $27.75万 | 0.04% | 5,487 | 5,487 | — | $27.75万 | 新建仓 |
| SLV | ISHARES SILVER TR | $27.83万 | 0.04% | 5,335 | -1,241 | -18.9% | -$6.47万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $28.05万 | 0.04% | 2,514 | -5 | -0.2% | -$558 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.88万 | 0.05% | 6,509 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $29.22万 | 0.05% | 2,518 | -115 | -4.4% | -$1.33万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.24万 | 0.05% | 998 | -1 | -0.1% | -$293 | 减仓 |
| NLR | VANECK ETF TRUST | $29.46万 | 0.05% | 2,691 | 192 | 7.7% | $2.10万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $29.58万 | 0.05% | 5,248 | -152 | -2.8% | -$8,568 | 减仓 |
| DIS | DISNEY WALT CO | $30.69万 | 0.05% | 3,197 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $30.87万 | 0.05% | 8,547 | -205 | -2.3% | -$7,405 | 减仓 |
| CSCO | CISCO SYS INC | $31.31万 | 0.05% | 2,626 | 2,626 | — | $31.31万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $31.63万 | 0.05% | 4,798 | -358 | -6.9% | -$2.36万 | 减仓 |
| META | META PLATFORMS INC | $31.68万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $31.80万 | 0.05% | 1,664 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $33.24万 | 0.05% | 1,003 | 64 | 6.8% | $2.12万 | 加仓 |
| CI | THE CIGNA GROUP | $33.89万 | 0.05% | 1,113 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $34.27万 | 0.05% | 5,577 | -284 | -4.8% | -$1.75万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $34.51万 | 0.05% | 12,300 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $35.34万 | 0.06% | 1,503 | 98 | 7.0% | $2.30万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $36.65万 | 0.06% | 17,364 | 867 | 5.3% | $1.83万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $37.38万 | 0.06% | 3,165 | -332 | -9.5% | -$3.92万 | 减仓 |
| IGV | ISHARES TR | $37.46万 | 0.06% | 4,041 | 161 | 4.1% | $1.49万 | 加仓 |
| TSLA | TESLA INC | $37.54万 | 0.06% | 951 | 15 | 1.6% | $5,921 | 加仓 |
| CMCSA | COMCAST CORP NEW | $37.83万 | 0.06% | 15,782 | 884 | 5.9% | $2.12万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $39.01万 | 0.06% | 7,118 | 271 | 4.0% | $1.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.48万 | 0.06% | 1,656 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $39.95万 | 0.06% | 1,875 | 1,875 | — | $39.95万 | 新建仓 |
| GLD | SPDR GOLD TR | $41.01万 | 0.06% | 1,117 | -7 | -0.6% | -$2,570 | 减仓 |
| HON | HONEYWELL INTL INC | $41.67万 | 0.07% | 1,875 | -1,885 | -50.1% | -$41.89万 | 减仓 |
| CART | MAPLEBEAR INC | $43.63万 | 0.07% | 9,036 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $45.75万 | 0.07% | 3,432 | -2,068 | -37.6% | -$27.57万 | 减仓 |
| EEM | ISHARES TR | $46.08万 | 0.07% | 7,144 | -198 | -2.7% | -$1.28万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $46.91万 | 0.07% | 4,603 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $48.00万 | 0.08% | 5,443 | -539 | -9.0% | -$4.75万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $48.73万 | 0.08% | 7,390 | -390 | -5.0% | -$2.57万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $49.90万 | 0.08% | 9,070 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $49.94万 | 0.08% | 4,321 | 1 | 0.0% | $116 | 加仓 |
| TQQQ | PROSHARES TR | $52.07万 | 0.08% | 7,168 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $53.17万 | 0.08% | 15,471 | -317 | -2.0% | -$1.09万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $53.45万 | 0.08% | 32,840 | 430 | 1.3% | $6,998 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.73万 | 0.08% | 9,054 | -75 | -0.8% | -$4,451 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $53.95万 | 0.08% | 4,014 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $55.37万 | 0.09% | 4,209 | -1 | -0.0% | -$132 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.29万 | 0.09% | 1,072 | -83 | -7.2% | -$4.44万 | 减仓 |
| IEFA | ISHARES TR | $60.33万 | 0.09% | 6,274 | -247 | -3.8% | -$2.38万 | 减仓 |
| BA | BOEING CO | $63.58万 | 0.10% | 2,950 | 82 | 2.9% | $1.77万 | 加仓 |
| IDV | ISHARES TR | $63.84万 | 0.10% | 15,143 | -1,073 | -6.6% | -$4.52万 | 减仓 |
| MRK | MERCK & CO INC | $66.92万 | 0.10% | 5,395 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $67.90万 | 0.11% | 6,585 | 719 | 12.3% | $7.41万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $68.21万 | 0.11% | 1,310 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $72.87万 | 0.11% | 8,898 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $73.89万 | 0.12% | 3,535 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $74.75万 | 0.12% | 3,014 | 17 | 0.6% | $4,216 | 加仓 |
| SNA | SNAP ON INC | $75.09万 | 0.12% | 1,872 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $75.12万 | 0.12% | 7,838 | 1,705 | 27.8% | $16.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.09万 | 0.12% | 1,552 | 3 | 0.2% | $1,490 | 加仓 |
| YUM | YUM BRANDS INC | $78.43万 | 0.12% | 4,851 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $78.70万 | 0.12% | 14,227 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $78.96万 | 0.12% | 32,253 | -279 | -0.9% | -$6,830 | 减仓 |
| IWM | ISHARES TR | $86.10万 | 0.13% | 2,934 | -49 | -1.6% | -$1.44万 | 减仓 |
| IYE | ISHARES TR | $86.65万 | 0.14% | 14,377 | -695 | -4.6% | -$4.19万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $90.07万 | 0.14% | 26,320 | 47 | 0.2% | $1,608 | 加仓 |
| IWR | ISHARES TR | $91.48万 | 0.14% | 8,333 | -5 | -0.1% | -$549 | 减仓 |
| SPYV | SPDR SERIES TRUST | $94.90万 | 0.15% | 15,345 | -237 | -1.5% | -$1.47万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $100.36万 | 0.16% | 9,803 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $103.51万 | 0.16% | 1,503 | 143 | 10.5% | $9.85万 | 加仓 |
| WMT | WALMART INC | $104.72万 | 0.16% | 9,124 | 27 | 0.3% | $3,099 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $107.61万 | 0.17% | 37,158 | -352 | -0.9% | -$1.02万 | 减仓 |
| IETC | ISHARES U S ETF TR | $107.61万 | 0.17% | 10,213 | -50 | -0.5% | -$5,269 | 减仓 |
| IXN | ISHARES TR | $113.23万 | 0.18% | 8,285 | 16 | 0.2% | $2,187 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $114.21万 | 0.18% | 42,191 | -505 | -1.2% | -$1.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $120.35万 | 0.19% | 14,911 | -75 | -0.5% | -$6,053 | 减仓 |
| INTU | INTUIT | $125.52万 | 0.20% | 4,332 | -4 | -0.1% | -$1,159 | 减仓 |
| — | ISHARES TR | $128.91万 | 0.20% | 49,044 | 49,044 | — | $128.91万 | 新建仓 |