13F 机构持仓

IRONWOOD WEALTH MANAGEMENT, INC.

HURRICANE WV · SEC CIK 0001844821

2026Q22026Q1 更早 9 个季度 🔒
$2.23亿2026Q1 申报市值
31持仓数
80.4%前十大占比 · 第一大 10.8%
9 / 1新建仓 / 清仓
申报市值走势$2.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BKLN 10.8%
JPST 10.6%
PULS 9.3%
IUSV 9.1%
IJR 9.1%
IVV 7.5%
IVE 6.4%
VYM 6.3%
USMV 5.8%
IUSG 5.6%

2026Q1 买入最多 按季末市值估算

BKLN 加仓+$12.08万
JPST 加仓+$9.24万
PULS 加仓+$7.44万
SJNK 加仓+$6.40万
USMV 加仓+$4.49万

2026Q1 卖出最多 按季末市值估算

IVLU 减仓-$26.59万
IJR 减仓-$25.55万
IUSV 减仓-$15.35万
VYM 减仓-$13.94万
XLE 减仓-$12.05万

2026Q1 持仓明细 点表头排序

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
MET METLIFE INC $00.00%0 -14-100.0% -$1,112 清仓
BIV VANGUARD BD INDEX FDS $1,3920.00%18 18— $1,392 新建仓
MDLZ MONDELEZ INTL INC $3,9000.00%66 66— $3,900 新建仓
ENB ENBRIDGE INC $5,2320.00%96 96— $5,232 新建仓
DUK DUKE ENERGY CORP NEW $7,1820.00%54 54— $7,182 新建仓
MO ALTRIA GROUP INC $9,5800.00%142 142— $9,580 新建仓
SPTM SPDR SERIES TRUST $1.59万0.01%192 192— $1.59万 新建仓
TFC TRUIST FINL CORP $1.87万0.01%370 370— $1.87万 新建仓
PM PHILIP MORRIS INTL INC $1.90万0.01%118 118— $1.90万 新建仓
IJH ISHARES TR $1.98万0.01%280 280— $1.98万 新建仓
DOW DOW HLDGS INC $2.10万0.01%552 00.0% — 不变
CTVA CORTEVA INC $2.21万0.01%264 00.0% — 不变
COP CONOCOPHILLIPS $2.47万0.01%200 00.0% — 不变
— DUPONT DE NEMOURS INC $2.62万0.01%552 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $4.47万0.02%936 00.0% — 不变
AXP AMERICAN EXPRESS CO $5.72万0.03%180 00.0% — 不变
XLF SELECT SECTOR SPDR TR $431.63万1.93%84,090 4080.5% $2.09万 加仓
XLE SELECT SECTOR SPDR TR $535.20万2.40%93,355 -2,102-2.2% -$12.05万 减仓
XLI SELECT SECTOR SPDR TR $567.57万2.54%32,962 -292-0.9% -$5.03万 减仓
SJNK SPDR SERIES TRUST $824.26万3.69%328,129 2,5470.8% $6.40万 加仓
XLK SELECT SECTOR SPDR TR $923.27万4.14%64,987 -94-0.1% -$1.34万 减仓
IVLU ISHARES TR $1,066.02万4.78%256,501 -6,398-2.4% -$26.59万 减仓
IUSG ISHARES TR $1,250.05万5.60%75,917 -38-0.1% -$6,257 减仓
USMV ISHARES TR $1,284.70万5.76%136,874 4780.4% $4.49万 加仓
VYM VANGUARD WHITEHALL FDS $1,402.63万6.29%91,873 -913-1.0% -$13.94万 减仓
IVE ISHARES TR $1,429.71万6.41%65,861 -276-0.4% -$5.99万 减仓
IVV ISHARES TR $1,677.68万7.52%24,563 -171-0.7% -$11.68万 减仓
IJR ISHARES TR $2,022.06万9.06%154,651 -1,954-1.2% -$25.55万 减仓
IUSV ISHARES TR $2,025.68万9.08%192,555 -1,459-0.8% -$15.35万 减仓
PULS PGIM ETF TR $2,084.30万9.34%420,392 1,5000.4% $7.44万 加仓
JPST J P MORGAN EXCHANGE TRADED F $2,354.78万10.55%466,293 1,8290.4% $9.24万 加仓
BKLN INVESCO EXCH TRADED FD TR II $2,407.43万10.79%1,170,929 5,8760.5% $12.08万 加仓