IW
IronOak Wealth LLC.
分散型投资策略高品质投资策略长期持有型
申报总市值
US$1.0亿
申报季度: 2025-06-30 · 持股只数: 64
IronOak Wealth LLC.在最新一期 13F 报告中披露了 64 项持股，申报期为 2025-06-30，总持股市值约为 US$1.0亿，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 8.86
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 84.22
- 多样化
- 100
- 仓位均衡度
- 93.48
近期动向
本季暂无持股变动
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.89% | — | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.60% | — | +17.31% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 4.36% | — | — | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.69% | — | +13.08% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 3.54% | — | +0.86% | |
| 6 | UBER | Uber Technologies INC | 股票-工业 | 2.68% | — | — | |
| 7 | INTU | Intuit INC | 股票-科技 | 2.45% | — | — | |
| 8 | COIN | Coinbase Global INC -class A | 股票-金融 | 2.42% | — | +130.53% | |
| 9 | NFLX | Netflix INC | 股票-通信服务 | 2.31% | — | -10.76% | |
| 10 | GEV | GE Vernova INC | 股票-工业 | 2.30% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | — | — | |
| 12 | HODL | Vaneck Bitcoin ETF | ETF-加密货币 | 2.26% | — | +303.51% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.22% | — | — | |
| 14 | NOW | Servicenow INC | 股票-科技 | 2.19% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.14% | — | -50.08% | |
| 16 | CLOI | Vaneck Clo ETF | ETF-其他 | 2.03% | — | -34.50% | |
| 17 | CRM | Salesforce INC | 股票-科技 | 2.00% | — | +98.66% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.97% | — | +53.75% | |
| 19 | SPGI | S&p Global INC | 股票-金融 | 1.93% | — | +71.94% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.93% | — | — | |
| 21 | PYPL | Paypal Holdings INC | 股票-金融 | 1.78% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | — | +82.57% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | — | +19.12% | |
| 24 | PANW | Palo Alto Networks INC | 股票-科技 | 1.73% | — | -38.21% | |
| 25 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 1.70% | — | — | |
| 26 | FLRT | Pacer Aristotle Pacific Floa | ETF-其他 | 1.67% | — | — | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 1.65% | — | +85.75% | |
| 28 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.58% | — | — | |
| 29 | MTZ | Mastec INC | 股票-工业 | 1.53% | — | — | |
| 30 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 1.45% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.44% | — | +4.36% | |
| 32 | EME | Emcor Group INC | 股票-工业 | 1.42% | — | — | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 1.42% | — | -51.68% | |
| 34 | AXP | American Express Co | 股票-金融 | 1.41% | — | -45.76% | |
| 35 | ALL | Allstate CORP | 股票-金融 | 1.39% | — | — | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 1.23% | — | — | |
| 37 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.19% | — | — | |
| 38 | EXE | Expand Energy CORP | 股票-能源 | 1.17% | — | — | |
| 39 | GVAL | Cambria Global Value ETF | ETF-其他 | 1.17% | — | — | |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.12% | — | — | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.11% | — | — | |
| 42 | EINC | Vaneck Energy Income ETF | ETF-其他 | 1.10% | — | — | |
| 43 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.07% | — | -33.84% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.05% | — | — | |
| 45 | WDAY | Workday Inc-class A | 股票-科技 | 1.04% | — | — | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.98% | — | -48.02% | |
| 47 | ICE | Intercontinental Exchange In | 股票-金融 | 0.94% | — | — | |
| 48 | APP | Applovin Corp-class A | 股票-科技 | 0.94% | — | — | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.92% | — | — | |
| 50 | ETN | Eaton Corporation plc | 股票-工业 | 0.90% | — | — |
1–50 of 64
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
IronOak Wealth LLC. 是什么机构？属于哪种投资人类型？
IronOak Wealth LLC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2025-06-30），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 64 个已申报仓位之中。
IronOak Wealth LLC. 目前前几大持股有哪些？
根据最新 13F 申报，IronOak Wealth LLC. 按市值排列的前几大持股为：
1. Ishares 0-3 Month Treasury B (SGOV) — US$503.3万 (4.9%)
2. Nvidia CORP (NVDA) — US$473.1万 (4.6%)
3. Alpha Architect 1-3 Mnth Box (BOXX) — US$448.3万 (4.4%)
4. Amazon.com INC (AMZN) — US$379.4万 (3.7%)
5. Broadcom INC (AVGO) — US$364.0万 (3.5%)
IronOak Wealth LLC. 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 IronOak Wealth LLC. 的持仓并无明显异动，组合整体维持相对稳定。
IronOak Wealth LLC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，IronOak Wealth LLC. 的主要板块分布如下：
• Information Technology: 43.6%
• Financials: 26.1%
• Industrials: 8.8%
• Consumer Discretionary: 8.3%
• Communication Services: 7.2%
• Health Care: 5.0%
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