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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NB | NIOCORP DEVS LTD | $4.91万 | 0.01% | 11,001 | 11,001 | — | $4.91万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $20.60万 | 0.04% | 4,512 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $21.77万 | 0.04% | 7,799 | -96 | -1.2% | -$2,680 | 减仓 |
| MKL | MARKEL GROUP INC | $21.82万 | 0.04% | 114 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $21.82万 | 0.04% | 4,474 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $22.15万 | 0.04% | 1,071 | 1,071 | — | $22.15万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.81万 | 0.04% | 3,653 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.14万 | 0.04% | 765 | -3 | -0.4% | -$907 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.50万 | 0.04% | 1,155 | -149 | -11.4% | -$3.03万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $23.74万 | 0.04% | 999 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $23.76万 | 0.04% | 2,984 | 12 | 0.4% | $955 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $24.43万 | 0.04% | 5,575 | 1 | 0.0% | $44 | 加仓 |
| PSMT | PRICESMART INC | $25.04万 | 0.04% | 1,664 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $25.08万 | 0.04% | 860 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $25.23万 | 0.04% | 3,714 | -210 | -5.4% | -$1.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.29万 | 0.04% | 6,509 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.89万 | 0.05% | 5,866 | 3 | 0.1% | $132 | 加仓 |
| SPSM | SPDR SERIES TRUST | $26.09万 | 0.05% | 5,400 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $26.25万 | 0.05% | 8,658 | -1,245 | -12.6% | -$3.77万 | 减仓 |
| — | ISHARES U S ETF TR | $26.44万 | 0.05% | 4,888 | -58 | -1.2% | -$3,137 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $26.47万 | 0.05% | 12,300 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $27.42万 | 0.05% | 8,752 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $27.51万 | 0.05% | 4,985 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.60万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $27.93万 | 0.05% | 2,519 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $28.69万 | 0.05% | 2,633 | -5 | -0.2% | -$545 | 减仓 |
| PEP | PEPSICO INC | $28.73万 | 0.05% | 1,850 | 50 | 2.8% | $7,765 | 加仓 |
| — | EXXON MOBIL CORP | $28.77万 | 0.05% | 1,696 | 1,696 | — | $28.77万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $28.81万 | 0.05% | 2,806 | 50 | 1.8% | $5,133 | 加仓 |
| CI | THE CIGNA GROUP | $29.69万 | 0.05% | 1,113 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $29.88万 | 0.05% | 7,168 | 464 | 6.9% | $1.93万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $30.53万 | 0.05% | 5,156 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $30.74万 | 0.05% | 1,405 | -91 | -6.1% | -$1.99万 | 减仓 |
| DIS | DISNEY WALT CO | $30.81万 | 0.05% | 3,197 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.85万 | 0.05% | 939 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $31.06万 | 0.05% | 3,880 | 475 | 14.0% | $3.80万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $31.08万 | 0.05% | 5,861 | 1 | 0.0% | $53 | 加仓 |
| NLR | VANECK ETF TRUST | $33.28万 | 0.06% | 2,499 | 729 | 41.2% | $9.71万 | 加仓 |
| CART | MAPLEBEAR INC | $33.85万 | 0.06% | 9,036 | -500 | -5.2% | -$1.87万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $34.24万 | 0.06% | 3,497 | 20 | 0.6% | $1,958 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $34.70万 | 0.06% | 16,497 | -1,176 | -6.7% | -$2.47万 | 减仓 |
| TSLA | TESLA INC | $34.80万 | 0.06% | 936 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.61万 | 0.06% | 1,656 | 50 | 3.1% | $1.08万 | 加仓 |
| VGT | VANGUARD WORLD FD | $37.68万 | 0.07% | 540 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $39.09万 | 0.07% | 4,603 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $41.69万 | 0.07% | 7,342 | -24 | -0.3% | -$1,363 | 减仓 |
| CMCSA | COMCAST CORP NEW | $42.77万 | 0.07% | 14,898 | 150 | 1.0% | $4,307 | 加仓 |
| IBDY | ISHARES TR | $43.19万 | 0.08% | 16,707 | 8,463 | 102.7% | $21.88万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $43.95万 | 0.08% | 9,070 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $44.51万 | 0.08% | 6,847 | 92 | 1.4% | $5,980 | 加仓 |
| SLV | ISHARES SILVER TR | $44.81万 | 0.08% | 6,576 | -1,159 | -15.0% | -$7.90万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $45.11万 | 0.08% | 7,780 | -158 | -2.0% | -$9,161 | 减仓 |
| SPYM | SPDR SERIES TRUST | $45.79万 | 0.08% | 5,982 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $45.99万 | 0.08% | 15,788 | 70 | 0.4% | $2,039 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $46.09万 | 0.08% | 4,014 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $48.37万 | 0.08% | 1,124 | -12 | -1.1% | -$5,164 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $53.06万 | 0.09% | 6,133 | 6,133 | — | $53.06万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $53.35万 | 0.09% | 32,410 | 700 | 2.2% | $1.15万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.37万 | 0.10% | 9,129 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $57.08万 | 0.10% | 2,868 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $59.04万 | 0.10% | 6,521 | -53 | -0.8% | -$4,798 | 减仓 |
| ORCL | ORACLE CORP | $61.93万 | 0.11% | 4,210 | 1 | 0.0% | $147 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $63.10万 | 0.11% | 8,898 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $64.71万 | 0.11% | 5,500 | -164 | -2.9% | -$1.93万 | 减仓 |
| BIIB | BIOGEN INC | $64.81万 | 0.11% | 3,535 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $64.90万 | 0.11% | 5,395 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $65.18万 | 0.11% | 2,997 | -54 | -1.8% | -$1.17万 | 减仓 |
| SNA | SNAP ON INC | $67.99万 | 0.12% | 1,872 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $69.01万 | 0.12% | 16,216 | -685 | -4.1% | -$2.92万 | 减仓 |
| IWM | ISHARES TR | $73.97万 | 0.13% | 2,983 | -72 | -2.4% | -$1.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.21万 | 0.13% | 1,549 | -17 | -1.1% | -$8,145 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $75.09万 | 0.13% | 14,227 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $75.42万 | 0.13% | 4,851 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $79.18万 | 0.14% | 1,310 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $80.13万 | 0.14% | 26,273 | -1,432 | -5.2% | -$4.37万 | 减仓 |
| IWR | ISHARES TR | $81.07万 | 0.14% | 8,338 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $81.25万 | 0.14% | 1,360 | -1 | -0.1% | -$597 | 减仓 |
| IXN | ISHARES TR | $82.67万 | 0.14% | 8,269 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $84.99万 | 0.15% | 3,760 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $88.16万 | 0.15% | 15,582 | 0 | 0.0% | — | 不变 |
| IETC | ISHARES U S ETF TR | $90.70万 | 0.16% | 10,263 | -1 | -0.0% | -$88 | 减仓 |
| PFE | PFIZER INC | $91.35万 | 0.16% | 32,532 | -190 | -0.6% | -$5,335 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $92.13万 | 0.16% | 9,803 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $94.15万 | 0.16% | 37,510 | -543 | -1.4% | -$1.36万 | 减仓 |
| IYE | ISHARES TR | $97.62万 | 0.17% | 15,072 | -3 | -0.0% | -$194 | 减仓 |
| SOXX | ISHARES TR | $105.37万 | 0.18% | 3,206 | 15 | 0.5% | $4,930 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $105.67万 | 0.18% | 42,696 | -28 | -0.1% | -$693 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $106.60万 | 0.19% | 14,986 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $108.71万 | 0.19% | 35,433 | 3,358 | 10.5% | $10.30万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $110.90万 | 0.19% | 4,309 | 226 | 5.5% | $5.82万 | 加仓 |
| WMT | WALMART INC | $113.05万 | 0.20% | 9,097 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $118.51万 | 0.21% | 20,568 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $127.31万 | 0.22% | 7,300 | 197 | 2.8% | $3.44万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $129.95万 | 0.23% | 44,688 | -67 | -0.1% | -$1,948 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $130.79万 | 0.23% | 26,492 | -2,558 | -8.8% | -$12.63万 | 减仓 |
| HD | HOME DEPOT INC | $147.26万 | 0.26% | 4,478 | 12 | 0.3% | $3,946 | 加仓 |
| VBK | VANGUARD INDEX FDS | $149.59万 | 0.26% | 4,949 | 194 | 4.1% | $5.86万 | 加仓 |
| MCD | MCDONALDS CORP | $151.51万 | 0.26% | 4,875 | 0 | 0.0% | — | 不变 |