IronBridge Private Wealth, LLC
Austin TX · SEC CIK 0001850996
$3.10亿2026Q1 申报市值
45持仓数
66.2%前十大占比 · 第一大 30.3%
12 / 12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
FTSM 新建仓+$1,126.33万
BIL 加仓+$949.12万
DFAE 新建仓+$695.60万
XLE 新建仓+$583.15万
FXZ 新建仓+$580.87万
2026Q1 卖出最多 按季末市值估算
SPY 清仓-$1,149.99万
IJH 减仓-$1,018.83万
IWM 减仓-$881.12万
IGV 清仓-$691.98万
FXD 清仓-$479.61万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -16,864 | -100.0% | -$1,149.99万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -65,473 | -100.0% | -$691.98万 | 清仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXD | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -70,303 | -100.0% | -$479.61万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -21,453 | -100.0% | -$308.86万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -16,721 | -100.0% | -$235.95万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -1,825 | -100.0% | -$122.12万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -621 | -100.0% | -$38.94万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,844 | -100.0% | -$34.98万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -691 | -100.0% | -$31.08万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,139 | -100.0% | -$30.56万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -401 | -100.0% | -$26.47万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -498 | -100.0% | -$25.04万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $2.78万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $20.65万 | 0.07% | 10,701 | 59 | 0.6% | $1,139 | 加仓 |
| CIM | CHIMERA INVT CORP | $22.23万 | 0.07% | 17,710 | 17,710 | — | $22.23万 | 新建仓 |
| HD | HOME DEPOT INC | $24.46万 | 0.08% | 744 | 126 | 20.4% | $4.14万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $28.23万 | 0.09% | 3,707 | 3,707 | — | $28.23万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.38万 | 0.09% | 11,870 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $30.25万 | 0.10% | 4,157 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $48.50万 | 0.16% | 1,649 | -25 | -1.5% | -$7,353 | 减仓 |
| — | EXXON MOBIL CORP | $48.52万 | 0.16% | 2,860 | -966 | -25.2% | -$16.39万 | 减仓 |
| AAPL | APPLE INC | $77.31万 | 0.25% | 3,046 | -509 | -14.3% | -$12.92万 | 减仓 |
| — | BITWISE XRP ETF | $164.62万 | 0.53% | 109,526 | 109,526 | — | $164.62万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $175.24万 | 0.57% | 37,963 | 37,963 | — | $175.24万 | 新建仓 |
| AMZN | AMAZON COM INC | $182.28万 | 0.59% | 8,752 | -7,811 | -47.2% | -$162.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $188.93万 | 0.61% | 5,104 | -5,377 | -51.3% | -$199.04万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $199.40万 | 0.64% | 100,405 | 100,405 | — | $199.40万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $202.11万 | 0.65% | 6,300 | 51 | 0.8% | $1.64万 | 加仓 |
| TXN | TEXAS INSTRS INC | $234.11万 | 0.76% | 12,059 | -182 | -1.5% | -$3.53万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $272.41万 | 0.88% | 21,713 | 266 | 1.2% | $3.34万 | 加仓 |
| FXI | ISHARES TR | $277.68万 | 0.90% | 77,348 | 164 | 0.2% | $5,888 | 加仓 |
| GOOGL | ALPHABET INC | $303.00万 | 0.98% | 10,537 | -16,638 | -61.2% | -$478.44万 | 减仓 |
| CAT | CATERPILLAR INC | $316.33万 | 1.02% | 4,465 | -2,863 | -39.1% | -$202.83万 | 减仓 |
| COPX | GLOBAL X FDS | $345.16万 | 1.11% | 45,207 | 45,207 | — | $345.16万 | 新建仓 |
| — | VOLATILITY SHS TR | $392.53万 | 1.27% | 517,847 | 404,921 | 358.6% | $306.93万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $441.30万 | 1.42% | 254,794 | 254,794 | — | $441.30万 | 新建仓 |
| SLV | ISHARES SILVER TR | $487.00万 | 1.57% | 71,471 | 40,967 | 134.3% | $279.15万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $514.14万 | 1.66% | 87,468 | 87,468 | — | $514.14万 | 新建仓 |
| — | HONEYWELL INTL INC | $542.61万 | 1.75% | 24,006 | 1,231 | 5.4% | $27.82万 | 加仓 |
| IJH | ISHARES TR | $552.95万 | 1.78% | 81,882 | -150,870 | -64.8% | -$1,018.83万 | 减仓 |
| CRWV | COREWEAVE INC | $557.37万 | 1.80% | 71,946 | 59,730 | 488.9% | $462.73万 | 加仓 |
| IWM | ISHARES TR | $566.90万 | 1.83% | 22,859 | -35,529 | -60.8% | -$881.12万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $580.87万 | 1.87% | 76,220 | 76,220 | — | $580.87万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $583.15万 | 1.88% | 95,192 | 95,192 | — | $583.15万 | 新建仓 |
| EZPW | EZCORP INC | $614.76万 | 1.98% | 242,222 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $695.60万 | 2.24% | 205,435 | 205,435 | — | $695.60万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $760.54万 | 2.45% | 51,992 | 1,761 | 3.5% | $25.76万 | 加仓 |
| GDX | VANECK ETF TRUST | $889.87万 | 2.87% | 96,967 | -40,265 | -29.3% | -$369.51万 | 减仓 |
| SHV | ISHARES TR | $979.87万 | 3.16% | 88,764 | 35,226 | 65.8% | $388.86万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,126.33万 | 3.63% | 188,413 | 188,413 | — | $1,126.33万 | 新建仓 |
| AMLP | ALPS ETF TR | $1,142.20万 | 3.68% | 216,983 | -47,000 | -17.8% | -$247.41万 | 减仓 |
| GLD | SPDR GOLD TR | $1,229.55万 | 3.97% | 28,575 | -7,186 | -20.1% | -$309.21万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,375.40万 | 4.44% | 150,087 | 103,571 | 222.7% | $949.12万 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $1,412.56万 | 4.56% | 334,984 | 7,437 | 2.3% | $31.36万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,452.10万 | 4.68% | 286,919 | 1,125 | 0.4% | $5.69万 | 加仓 |
| — | PUTNAM ETF TRUST | $1,511.23万 | 4.87% | 299,431 | 1,185 | 0.4% | $5.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,402.86万 | 30.33% | 539,155 | -2,067 | -0.4% | -$36.05万 | 减仓 |