Ironwood Financial, llc
TUCSON AZ · SEC CIK 0001630360
$5.73亿2026Q1 申报市值
168持仓数
41.2%前十大占比 · 第一大 12.1%
4 / 0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
VUG 加仓+$315.10万
VTI 加仓+$69.55万
IBDX 加仓+$60.09万
FIDU 新建仓+$53.06万
IBDU 加仓+$51.02万
2026Q1 卖出最多 按季末市值估算
BSCQ 减仓-$169.42万
AAPL 减仓-$139.00万
BSJQ 减仓-$63.37万
IVW 减仓-$26.95万
IBDR 减仓-$25.55万
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 |
|---|---|---|---|---|---|---|---|---|
| BSCU | INVESCO EXCH TRD SLF IDX FD | $152.79万 | 0.27% | 91,385 | 291 | 0.3% | $4,865 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $155.30万 | 0.27% | 60,570 | -977 | -1.6% | -$2.51万 | 减仓 |
| IWO | ISHARES TR | $156.37万 | 0.27% | 4,983 | -158 | -3.1% | -$4.96万 | 减仓 |
| IWF | ISHARES TR | $165.40万 | 0.29% | 3,879 | -92 | -2.3% | -$3.92万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $165.64万 | 0.29% | 27,038 | 2,306 | 9.3% | $14.13万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $168.11万 | 0.29% | 9,123 | 312 | 3.5% | $5.75万 | 加仓 |
| IJT | ISHARES TR | $172.67万 | 0.30% | 11,932 | -252 | -2.1% | -$3.65万 | 减仓 |
| LOW | LOWES COS INC | $175.53万 | 0.31% | 7,429 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $187.48万 | 0.33% | 4,336 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $192.59万 | 0.34% | 7,353 | 159 | 2.2% | $4.16万 | 加仓 |
| AMGN | AMGEN INC | $200.13万 | 0.35% | 5,688 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $200.79万 | 0.35% | 64,856 | -473 | -0.7% | -$1.46万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $200.92万 | 0.35% | 18,188 | 773 | 4.4% | $8.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $221.90万 | 0.39% | 7,727 | 258 | 3.5% | $7.41万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $229.11万 | 0.40% | 105,655 | -881 | -0.8% | -$1.91万 | 减仓 |
| RTX | RTX CORPORATION | $232.70万 | 0.41% | 12,063 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $242.02万 | 0.42% | 103,945 | 15,317 | 17.3% | $35.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $242.17万 | 0.42% | 9,907 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $256.38万 | 0.45% | 10,577 | 10 | 0.1% | $2,424 | 加仓 |
| LQD | ISHARES TR | $260.10万 | 0.45% | 23,864 | -139 | -0.6% | -$1.51万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $270.98万 | 0.47% | 145,218 | -65 | -0.0% | -$1,213 | 减仓 |
| HDV | ISHARES TR | $282.86万 | 0.49% | 20,842 | 606 | 3.0% | $8.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $286.55万 | 0.50% | 4,406 | -60 | -1.3% | -$3.90万 | 减仓 |
| IBHF | ISHARES TR | $300.56万 | 0.52% | 130,962 | 5,696 | 4.5% | $13.07万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $340.29万 | 0.59% | 45,311 | 3,933 | 9.5% | $29.54万 | 加仓 |
| IJK | ISHARES TR | $340.80万 | 0.60% | 33,870 | 466 | 1.4% | $4.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $340.93万 | 0.60% | 17,377 | 2,219 | 14.6% | $43.54万 | 加仓 |
| IBHG | ISHARES TR | $366.31万 | 0.64% | 165,529 | 10,984 | 7.1% | $24.31万 | 加仓 |
| COR | CENCORA INC | $373.26万 | 0.65% | 11,882 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $378.03万 | 0.66% | 3,794 | 17 | 0.5% | $1.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $395.86万 | 0.69% | 6,859 | -9 | -0.1% | -$5,194 | 减仓 |
| HYG | ISHARES TR | $399.29万 | 0.70% | 50,188 | -750 | -1.5% | -$5.97万 | 减仓 |
| AGG | ISHARES TR | $434.13万 | 0.76% | 43,732 | -880 | -2.0% | -$8.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $458.70万 | 0.80% | 15,594 | 12 | 0.1% | $3,530 | 加仓 |
| MSFT | MICROSOFT CORP | $473.05万 | 0.83% | 12,779 | 79 | 0.6% | $2.92万 | 加仓 |
| LLY | ELI LILLY & CO | $480.30万 | 0.84% | 5,222 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $516.02万 | 0.90% | 34,081 | -932 | -2.7% | -$14.11万 | 减仓 |
| IJJ | ISHARES TR | $532.96万 | 0.93% | 40,223 | -688 | -1.7% | -$9.12万 | 减仓 |
| GOOG | ALPHABET INC | $540.07万 | 0.94% | 18,827 | 9 | 0.0% | $2,582 | 加仓 |
| GOOGL | ALPHABET INC | $582.29万 | 1.02% | 20,249 | -12 | -0.1% | -$3,451 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $584.09万 | 1.02% | 42,228 | 2,789 | 7.1% | $38.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $596.39万 | 1.04% | 13,654 | 7,214 | 112.0% | $315.10万 | 加仓 |
| IBDT | ISHARES TR | $617.14万 | 1.08% | 243,639 | 18,402 | 8.2% | $46.61万 | 加仓 |
| IJS | ISHARES TR | $640.32万 | 1.12% | 54,058 | -676 | -1.2% | -$8.01万 | 减仓 |
| AMZN | AMAZON COM INC | $649.92万 | 1.13% | 31,206 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $678.53万 | 1.18% | 105,888 | 5,230 | 5.2% | $33.51万 | 加仓 |
| IBDS | ISHARES TR | $681.36万 | 1.19% | 281,089 | 19,676 | 7.5% | $47.69万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $711.19万 | 1.24% | 364,152 | -86,748 | -19.2% | -$169.42万 | 减仓 |
| ITOT | ISHARES TR | $731.45万 | 1.28% | 51,355 | 263 | 0.5% | $3.75万 | 加仓 |
| IBDR | ISHARES TR | $790.04万 | 1.38% | 325,923 | -10,542 | -3.1% | -$25.55万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $818.66万 | 1.43% | 366,045 | -4,285 | -1.2% | -$9.58万 | 减仓 |
| EFA | ISHARES TR | $819.92万 | 1.43% | 84,415 | -123 | -0.1% | -$1.19万 | 减仓 |
| IBHH | ISHARES TR | $857.40万 | 1.50% | 365,319 | 19,212 | 5.6% | $45.09万 | 加仓 |
| VV | VANGUARD INDEX FDS | $884.08万 | 1.54% | 29,583 | 1,221 | 4.3% | $36.49万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $925.67万 | 1.62% | 399,427 | -27,343 | -6.4% | -$63.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $931.99万 | 1.63% | 48,561 | 2,546 | 5.5% | $48.86万 | 加仓 |
| IBDX | ISHARES TR | $959.50万 | 1.68% | 379,700 | 23,778 | 6.7% | $60.09万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,013.58万 | 1.77% | 516,473 | -7,563 | -1.4% | -$14.84万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,047.00万 | 1.83% | 512,659 | 563 | 0.1% | $1.15万 | 加仓 |
| IBDW | ISHARES TR | $1,191.78万 | 2.08% | 569,411 | 24,085 | 4.4% | $50.41万 | 加仓 |
| IBDV | ISHARES TR | $1,216.32万 | 2.12% | 555,651 | 22,638 | 4.2% | $49.55万 | 加仓 |
| EUSA | ISHARES INC | $1,217.72万 | 2.13% | 119,654 | -1,194 | -1.0% | -$12.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,242.60万 | 2.17% | 38,733 | 2,168 | 5.9% | $69.55万 | 加仓 |
| IBDU | ISHARES TR | $1,300.43万 | 2.27% | 559,085 | 21,934 | 4.1% | $51.02万 | 加仓 |
| IVW | ISHARES TR | $1,652.44万 | 2.89% | 146,091 | -2,383 | -1.6% | -$26.95万 | 减仓 |
| IJR | ISHARES TR | $1,671.76万 | 2.92% | 134,483 | 2,390 | 1.8% | $29.71万 | 加仓 |
| IVE | ISHARES TR | $2,045.51万 | 3.57% | 96,875 | -1,047 | -1.1% | -$22.11万 | 减仓 |
| IJH | ISHARES TR | $2,498.99万 | 4.36% | 370,056 | 2,929 | 0.8% | $19.78万 | 加仓 |
| AAPL | APPLE INC | $3,822.04万 | 6.67% | 150,598 | -5,477 | -3.5% | -$139.00万 | 减仓 |
| IVV | ISHARES TR | $6,923.52万 | 12.09% | 105,992 | 276 | 0.3% | $18.03万 | 加仓 |