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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,726.73万 | 12.10% | 102,670 | -3,322 | -3.1% | -$250.01万 | 减仓 |
| AAPL | APPLE INC | $4,303.23万 | 6.74% | 135,616 | -14,982 | -9.9% | -$475.39万 | 减仓 |
| IJH | ISHARES TR | $2,795.36万 | 4.38% | 371,526 | 1,470 | 0.4% | $11.06万 | 加仓 |
| IVE | ISHARES TR | $2,162.27万 | 3.39% | 93,654 | -3,221 | -3.3% | -$74.37万 | 减仓 |
| IJR | ISHARES TR | $1,981.55万 | 3.10% | 136,668 | 2,185 | 1.6% | $31.68万 | 加仓 |
| IVW | ISHARES TR | $1,817.77万 | 2.85% | 133,209 | -12,882 | -8.8% | -$175.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,505.49万 | 2.36% | 40,713 | 1,980 | 5.1% | $73.22万 | 加仓 |
| IBDU | ISHARES TR | $1,465.13万 | 2.29% | 636,737 | 77,652 | 13.9% | $178.68万 | 加仓 |
| IBDV | ISHARES TR | $1,392.23万 | 2.18% | 644,551 | 88,900 | 16.0% | $192.02万 | 加仓 |
| IBDW | ISHARES TR | $1,362.07万 | 2.13% | 660,559 | 91,148 | 16.0% | $187.95万 | 加仓 |
| EUSA | ISHARES INC | $1,321.39万 | 2.07% | 115,285 | -4,369 | -3.7% | -$50.08万 | 减仓 |
| IBDX | ISHARES TR | $1,155.75万 | 1.81% | 464,902 | 85,202 | 22.4% | $211.81万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,083.93万 | 1.70% | 50,597 | 2,036 | 4.2% | $43.62万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,053.94万 | 1.65% | 518,417 | 5,758 | 1.1% | $11.71万 | 加仓 |
| IBDT | ISHARES TR | $1,005.60万 | 1.57% | 400,157 | 156,518 | 64.2% | $393.33万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,005.12万 | 1.57% | 511,901 | -4,572 | -0.9% | -$8.98万 | 减仓 |
| VV | VANGUARD INDEX FDS | $991.89万 | 1.55% | 28,751 | -832 | -2.8% | -$28.70万 | 减仓 |
| IBHH | ISHARES TR | $974.03万 | 1.52% | 417,145 | 51,826 | 14.2% | $121.01万 | 加仓 |
| IBDS | ISHARES TR | $846.20万 | 1.32% | 350,537 | 69,448 | 24.7% | $167.65万 | 加仓 |
| EFA | ISHARES TR | $846.00万 | 1.32% | 81,945 | -2,470 | -2.9% | -$25.50万 | 减仓 |
| ITOT | ISHARES TR | $828.05万 | 1.30% | 50,429 | -926 | -1.8% | -$15.20万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $802.30万 | 1.26% | 358,454 | -7,591 | -2.1% | -$16.99万 | 减仓 |
| AMZN | AMAZON COM INC | $771.13万 | 1.21% | 31,181 | -25 | -0.1% | -$6,183 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $763.00万 | 1.19% | 109,375 | 3,487 | 3.3% | $24.33万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $718.19万 | 1.12% | 46,094 | 3,866 | 9.2% | $60.24万 | 加仓 |
| GOOGL | ALPHABET INC | $712.11万 | 1.11% | 20,201 | -48 | -0.2% | -$1.69万 | 减仓 |
| IJS | ISHARES TR | $706.92万 | 1.11% | 52,299 | -1,759 | -3.3% | -$23.78万 | 减仓 |
| GOOG | ALPHABET INC | $658.44万 | 1.03% | 18,777 | -50 | -0.3% | -$1.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $633.91万 | 0.99% | 73,582 | -8,342 | -10.2% | -$71.87万 | 减仓 |
| LLY | ELI LILLY & CO | $616.94万 | 0.97% | 5,220 | -2 | -0.0% | -$2,364 | 减仓 |
| IJJ | ISHARES TR | $562.83万 | 0.88% | 38,447 | -1,776 | -4.4% | -$26.00万 | 减仓 |
| DVY | ISHARES TR | $534.23万 | 0.84% | 33,288 | -793 | -2.3% | -$12.73万 | 减仓 |
| IBDY | ISHARES TR | $534.01万 | 0.84% | 210,239 | 193,532 | 1,158.4% | $491.57万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $528.66万 | 0.83% | 230,453 | -168,974 | -42.3% | -$387.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $523.75万 | 0.82% | 15,656 | 62 | 0.4% | $2.07万 | 加仓 |
| IBHI | ISHARES TR | $517.84万 | 0.81% | 222,822 | 118,877 | 114.4% | $276.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $497.12万 | 0.78% | 12,714 | -65 | -0.5% | -$2.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $470.33万 | 0.74% | 6,608 | -251 | -3.7% | -$17.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $440.63万 | 0.69% | 20,087 | 2,710 | 15.6% | $59.45万 | 加仓 |
| AGG | ISHARES TR | $440.44万 | 0.69% | 45,077 | 1,345 | 3.1% | $13.14万 | 加仓 |
| IBHG | ISHARES TR | $437.60万 | 0.69% | 199,317 | 33,788 | 20.4% | $74.18万 | 加仓 |
| IBDR | ISHARES TR | $431.20万 | 0.68% | 178,257 | -147,666 | -45.3% | -$357.20万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $390.48万 | 0.61% | 47,619 | 2,308 | 5.1% | $18.93万 | 加仓 |
| IJK | ISHARES TR | $382.30万 | 0.60% | 33,861 | -9 | -0.0% | -$1,016 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $364.38万 | 0.57% | 48,123 | 48,123 | — | $364.38万 | 新建仓 |
| COR | CENCORA INC | $363.59万 | 0.57% | 11,877 | -5 | -0.0% | -$1,531 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $350.18万 | 0.55% | 3,780 | -14 | -0.4% | -$1.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $328.45万 | 0.51% | 4,384 | -22 | -0.5% | -$1.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $312.75万 | 0.49% | 10,776 | 199 | 1.9% | $5.78万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $309.28万 | 0.48% | 158,238 | -205,914 | -56.5% | -$402.46万 | 减仓 |
| HDV | ISHARES TR | $297.18万 | 0.47% | 106,403 | 2,193 | 2.1% | $6.13万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $296.42万 | 0.46% | 127,326 | 127,326 | — | $296.42万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $279.85万 | 0.44% | 151,148 | 5,930 | 4.1% | $10.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $255.83万 | 0.40% | 9,925 | 18 | 0.2% | $4,640 | 加仓 |
| LQD | ISHARES TR | $254.17万 | 0.40% | 23,763 | -101 | -0.4% | -$1.08万 | 减仓 |
| VO | VANGUARD INDEX FDS | $251.94万 | 0.39% | 31,165 | 257 | 0.8% | $2.08万 | 加仓 |
| RTX | RTX CORPORATION | $236.91万 | 0.37% | 12,063 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $234.41万 | 0.37% | 18,908 | 720 | 4.0% | $8.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $226.62万 | 0.35% | 64,052 | -804 | -1.2% | -$2.84万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $225.37万 | 0.35% | 103,581 | -2,074 | -2.0% | -$4.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $222.70万 | 0.35% | 7,519 | 166 | 2.3% | $4.92万 | 加仓 |
| AMGN | AMGEN INC | $205.02万 | 0.32% | 5,688 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $203.68万 | 0.32% | 11,804 | -128 | -1.1% | -$2.21万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $191.18万 | 0.30% | 9,451 | 328 | 3.6% | $6.63万 | 加仓 |
| HYG | ISHARES TR | $184.53万 | 0.29% | 23,205 | -26,983 | -53.8% | -$214.57万 | 减仓 |
| IWF | ISHARES TR | $183.96万 | 0.29% | 15,130 | -386 | -2.5% | -$4.69万 | 减仓 |
| IWO | ISHARES TR | $183.88万 | 0.29% | 4,852 | -131 | -2.6% | -$4.96万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $178.86万 | 0.28% | 5,122 | 173 | 3.5% | $6.04万 | 加仓 |
| SOXX | ISHARES TR | $177.43万 | 0.28% | 3,205 | -1 | -0.0% | -$554 | 减仓 |
| IBHF | ISHARES TR | $174.00万 | 0.27% | 77,247 | -53,715 | -41.0% | -$120.99万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $171.74万 | 0.27% | 58,158 | -2,412 | -4.0% | -$7.12万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $163.27万 | 0.26% | 28,775 | 1,737 | 6.4% | $9.86万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $160.67万 | 0.25% | 97,081 | 5,696 | 6.2% | $9.43万 | 加仓 |
| LOW | LOWES COS INC | $152.83万 | 0.24% | 7,358 | -71 | -1.0% | -$1.47万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $151.97万 | 0.24% | 44,281 | -407 | -0.9% | -$1.40万 | 减仓 |
| HD | HOME DEPOT INC | $150.27万 | 0.24% | 4,458 | -20 | -0.4% | -$6,742 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $144.72万 | 0.23% | 20,568 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $136.43万 | 0.21% | 41,901 | 6,468 | 18.3% | $21.06万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $135.69万 | 0.21% | 4,530 | 221 | 5.1% | $6.62万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $134.58万 | 0.21% | 24,002 | -2,490 | -9.4% | -$13.96万 | 减仓 |
| MCD | MCDONALDS CORP | $132.90万 | 0.21% | 4,875 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $129.30万 | 0.20% | 6,353 | -947 | -13.0% | -$19.27万 | 减仓 |
| — | ISHARES TR | $128.91万 | 0.20% | 49,044 | 49,044 | — | $128.91万 | 新建仓 |
| INTU | INTUIT | $125.52万 | 0.20% | 4,332 | -4 | -0.1% | -$1,159 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $120.35万 | 0.19% | 14,911 | -75 | -0.5% | -$6,053 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $114.21万 | 0.18% | 42,191 | -505 | -1.2% | -$1.37万 | 减仓 |
| IXN | ISHARES TR | $113.23万 | 0.18% | 8,285 | 16 | 0.2% | $2,187 | 加仓 |
| IETC | ISHARES U S ETF TR | $107.61万 | 0.17% | 10,213 | -50 | -0.5% | -$5,269 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $107.61万 | 0.17% | 37,158 | -352 | -0.9% | -$1.02万 | 减仓 |
| WMT | WALMART INC | $104.72万 | 0.16% | 9,124 | 27 | 0.3% | $3,099 | 加仓 |
| VOO | VANGUARD INDEX FDS | $103.51万 | 0.16% | 1,503 | 143 | 10.5% | $9.85万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $100.36万 | 0.16% | 9,803 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $94.90万 | 0.15% | 15,345 | -237 | -1.5% | -$1.47万 | 减仓 |
| IWR | ISHARES TR | $91.48万 | 0.14% | 8,333 | -5 | -0.1% | -$549 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $90.07万 | 0.14% | 26,320 | 47 | 0.2% | $1,608 | 加仓 |
| IYE | ISHARES TR | $86.65万 | 0.14% | 14,377 | -695 | -4.6% | -$4.19万 | 减仓 |
| IWM | ISHARES TR | $86.10万 | 0.13% | 2,934 | -49 | -1.6% | -$1.44万 | 减仓 |
| PFE | PFIZER INC | $78.96万 | 0.12% | 32,253 | -279 | -0.9% | -$6,830 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $78.70万 | 0.12% | 14,227 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $78.43万 | 0.12% | 4,851 | 0 | 0.0% | — | 不变 |