IronBridge Private Wealth, LLC
Austin TX · SEC CIK 0001850996
$3.04亿2026Q2 申报市值
47持仓数
65.7%前十大占比 · 第一大 32.6%
7 / 6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
SHV 加仓+$709.93万
BITWISE XRP ETF 加仓+$482.07万
PDBA 新建仓+$431.36万
HONA 新建仓+$272.13万
JPST 加仓+$228.91万
2026Q2 卖出最多 按季末市值估算
PUTNAM ETF TRUST 清仓-$1,511.23万
AMLP 清仓-$1,142.20万
NVDA 减仓-$855.44万
BIL 减仓-$702.40万
XLE 清仓-$583.15万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -299,431 | -100.0% | -$1,511.23万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -216,983 | -100.0% | -$1,142.20万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -95,192 | -100.0% | -$583.15万 | 清仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -76,220 | -100.0% | -$580.87万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,860 | -100.0% | -$48.52万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -4,157 | -100.0% | -$30.25万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $2.11万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $20.51万 | 0.07% | 10,729 | 28 | 0.3% | $535 | 加仓 |
| V | VISA INC | $20.65万 | 0.07% | 602 | 602 | — | $20.65万 | 新建仓 |
| CIM | CHIMERA INVT CORP | $23.63万 | 0.08% | 17,710 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $26.34万 | 0.09% | 747 | 3 | 0.4% | $1,058 | 加仓 |
| AMAT | APPLIED MATLS INC | $30.22万 | 0.10% | 418 | 418 | — | $30.22万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $32.41万 | 0.11% | 3,658 | -49 | -1.3% | -$4,341 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.88万 | 0.11% | 11,870 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $46.65万 | 0.15% | 803 | 803 | — | $46.65万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $54.21万 | 0.18% | 1,656 | 7 | 0.4% | $2,291 | 加仓 |
| AAPL | APPLE INC | $88.17万 | 0.29% | 3,047 | 1 | 0.0% | $289 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $152.98万 | 0.50% | 101,781 | 1,376 | 1.4% | $2.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $156.60万 | 0.51% | 1,674 | 1,674 | — | $156.60万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $176.24万 | 0.58% | 4,763 | -1,537 | -24.4% | -$56.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $195.24万 | 0.64% | 5,234 | 130 | 2.5% | $4.85万 | 加仓 |
| AMZN | AMAZON COM INC | $205.43万 | 0.67% | 8,619 | -133 | -1.5% | -$3.17万 | 减仓 |
| NOW | SERVICENOW INC | $208.61万 | 0.69% | 21,012 | 21,012 | — | $208.61万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $234.77万 | 0.77% | 24,460 | 2,747 | 12.7% | $26.37万 | 加仓 |
| FXI | ISHARES TR | $239.70万 | 0.79% | 75,878 | -1,470 | -1.9% | -$4.64万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $272.13万 | 0.89% | 12,309 | 12,309 | — | $272.13万 | 新建仓 |
| HON | HONEYWELL INTL INC | $277.69万 | 0.91% | 12,403 | -11,603 | -48.3% | -$259.78万 | 减仓 |
| TXN | TEXAS INSTRS INC | $329.81万 | 1.08% | 11,065 | -994 | -8.2% | -$29.63万 | 减仓 |
| COPX | GLOBAL X FDS | $347.77万 | 1.14% | 45,183 | -24 | -0.1% | -$1,847 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $355.61万 | 1.17% | 63,208 | 25,245 | 66.5% | $142.03万 | 加仓 |
| GOOGL | ALPHABET INC | $369.34万 | 1.21% | 10,335 | -202 | -1.9% | -$7.22万 | 减仓 |
| — | VOLATILITY SHS TR | $397.12万 | 1.30% | 691,852 | 174,005 | 33.6% | $99.88万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $411.33万 | 1.35% | 259,022 | 4,228 | 1.7% | $6.71万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $431.36万 | 1.42% | 121,101 | 121,101 | — | $431.36万 | 新建仓 |
| CAT | CATERPILLAR INC | $459.82万 | 1.51% | 4,318 | -147 | -3.3% | -$15.65万 | 减仓 |
| SLV | ISHARES SILVER TR | $463.54万 | 1.52% | 86,692 | 15,221 | 21.3% | $81.39万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $548.91万 | 1.80% | 87,281 | -187 | -0.2% | -$1.18万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $590.17万 | 1.94% | 27,169 | -3,057 | -10.1% | -$66.40万 | 重新持有 |
| — | BITWISE XRP ETF | $609.77万 | 2.00% | 522,961 | 413,435 | 377.5% | $482.07万 | 加仓 |
| IJH | ISHARES TR | $633.59万 | 2.08% | 82,167 | 285 | 0.3% | $2.20万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $636.97万 | 2.09% | 54,596 | 2,604 | 5.0% | $30.38万 | 加仓 |
| BIL | SPDR SERIES TRUST | $673.00万 | 2.21% | 73,439 | -76,648 | -51.1% | -$702.40万 | 减仓 |
| IWM | ISHARES TR | $675.81万 | 2.22% | 22,493 | -366 | -1.6% | -$11.00万 | 减仓 |
| CRWV | COREWEAVE INC | $712.33万 | 2.34% | 71,562 | -384 | -0.5% | -$3.82万 | 减仓 |
| EZPW | EZCORP INC | $716.37万 | 2.35% | 207,222 | -35,000 | -14.4% | -$121.00万 | 减仓 |
| GDX | VANECK ETF TRUST | $831.71万 | 2.73% | 110,233 | 13,266 | 13.7% | $100.09万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $834.26万 | 2.74% | 207,476 | 2,041 | 1.0% | $8.21万 | 加仓 |
| GLD | SPDR GOLD TR | $856.26万 | 2.81% | 23,244 | -5,331 | -18.7% | -$196.38万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,098.51万 | 3.61% | 183,912 | -4,501 | -2.4% | -$26.88万 | 减仓 |
| ADPV | SERIES PORTFOLIOS TR | $1,659.25万 | 5.45% | 343,418 | 8,434 | 2.5% | $40.75万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,679.85万 | 5.52% | 332,184 | 45,265 | 15.8% | $228.91万 | 加仓 |
| SHV | ISHARES TR | $1,689.44万 | 5.55% | 153,098 | 64,334 | 72.5% | $709.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,932.51万 | 32.63% | 496,402 | -42,753 | -7.9% | -$855.44万 | 减仓 |