CIK: 0001330463
申报总市值
US$6.9亿
申报季度: 2026-03-31 · 持股只数: 264
Ironwood Investment Counsel, LLC在最新一期 13F 报告中披露了 264 项持股，申报期为 2026-03-31，总持股市值约为 US$6.9亿，季度换手率为 15.1%。
Ironwood Investment Counsel, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.014——换算下来相当于约 70 个等权重仓位，明显低于其实际披露的 264 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.67），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
-1.8% -US$1004.7万
加仓 JPST
+61.5% US$428.9万
减仓 AKRE
+1.3% -US$411.5万
加仓 INTU
+348.8% US$297.9万
加仓 CRM
+372.7% US$296.9万
加仓 JNJ
-1.6% US$215.7万
仅显示前 200 大持股（共 264 只）
| # | 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 | AAPL | Apple INC | 股票-科技 | 4.45% | -0.21% | -0.88% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.39% | +0.04% | -4.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -1.27% | -1.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.68% | -0.28% | -4.61% | |
| 5 | AKRE | Akre Focus ETF | ETF-其他 | 2.66% | -0.49% | +1.33% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.22% | +0.37% | -1.56% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.18% | -0.12% | +2.00% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.09% | +0.22% | +6.22% | |
| 9 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.74% | — | +1.58% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.71% | -0.07% | -0.88% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.62% | -0.29% | +0.96% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.62% | +0.65% | +61.54% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 1.51% | +0.35% | +1.21% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.37% | -0.10% | +3.80% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.33% | -0.16% | +17.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | -0.05% | -2.24% | |
| 17 | SYY | Sysco CORP | 股票-非周期性消费 | 1.23% | — | +1.97% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.09% | -1.70% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.16% | — | +3.26% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.10% | — | -0.13% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | +0.19% | +9.21% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.09% | — | +4.68% | |
| 23 | TER | Teradyne INC | 股票-科技 | 1.08% | +0.12% | -28.37% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.04% | -0.23% | -34.42% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 1.04% | -0.11% | -2.65% | |
| 26 | CTVA | Corteva INC | 股票-原材料 | 1.01% | +0.27% | +5.36% | |
| 27 | CMI | Cummins INC | 股票-工业 | 0.99% | -0.34% | -31.91% | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 0.99% | +0.15% | +5.79% | |
| 29 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.98% | — | +8.30% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 0.98% | -0.19% | +8.06% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.94% | +0.10% | +13.22% | |
| 32 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.94% | +0.11% | +2.84% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 0.94% | — | +7.86% | |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.93% | +0.13% | +3.67% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | — | +2.12% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.89% | -0.21% | +13.35% | |
| 37 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.89% | +0.26% | +40.26% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.07% | +5.57% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.28% | +4.50% | |
| 40 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 0.82% | — | -5.86% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | -0.16% | -1.74% | |
| 42 | MCK | Mckesson CORP | 股票-医疗保健 | 0.75% | — | -1.73% | |
| 43 | DG | Dollar General CORP | 股票-非周期性消费 | 0.73% | — | +6.02% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | -0.06% | -6.69% | |
| 45 | OGE | Oge Energy CORP | 股票-公用事业 | 0.69% | +0.09% | — | |
| 46 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.68% | +0.13% | +3.56% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.06% | -2.78% | |
| 48 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.66% | — | -3.44% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.16% | -10.03% | |
| 50 | WDAY | Workday Inc-class A | 股票-科技 | 0.65% | -0.23% | +19.59% |
Q3 2026表现
+2.5%
近4个季度表现
+15.5%
基于可获取价格的持仓（占申报价值的73%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 264 | US$6.9亿 | 15 | |
| 2025-12-31 | 267 | US$7.2亿 | 15 | |
| 2025-09-30 | 263 | US$6.9亿 | 23 | |
| 2025-06-30 | 267 | US$6.5亿 | 0 | |
| 2025-03-31 | 240 | US$5.8亿 | 100 | |
| 2024-12-31 | 246 | US$5.8亿 | 0 | |
| 2024-09-30 | 256 | US$6.0亿 | 0 | |
| 2024-06-30 | 257 | US$5.6亿 | 0 | |
| 2024-03-31 | 257 | US$5.7亿 | 0 | |
| 2023-12-31 | 253 | US$5.3亿 | 0 | |
| 2023-09-30 | 244 | US$4.8亿 | 0 | |
| 2023-06-30 | 217 | US$4.4亿 | 0 | |
| 2023-03-31 | 209 | US$4.2亿 | 0 | |
| 2022-12-31 | 206 | US$4.1亿 | 0 | |
| 2022-09-30 | 182 | US$3.5亿 | 0 | |
| 2022-06-30 | 190 | US$3.6亿 | 0 | |
| 2022-03-31 | 212 | US$4.1亿 | 0 | |
| 2021-12-31 | 214 | US$4.4亿 | 0 | |
| 2021-09-30 | 199 | US$3.9亿 | 0 | |
| 2021-06-30 | 201 | US$3.8亿 | 100 | |
| 2021-03-31 | 200 | US$3.5亿 | 33 | |
| 2020-12-31 | 213 | US$4.4亿 | 18 | |
| 2020-09-30 | 192 | US$3.7亿 | 18 | |
| 2020-06-30 | 190 | US$3.3亿 | 29 | |
| 2020-03-31 | 168 | US$2.5亿 | 24 | |
| 2019-12-31 | 172 | US$2.9亿 | 12 | |
| 2019-09-30 | 168 | US$2.7亿 | 10 | |
| 2019-06-30 | 161 | US$2.6亿 | 11 | |
| 2019-03-31 | 154 | US$2.5亿 | 21 | |
| 2018-12-31 | 150 | US$2.3亿 | 21 | |
| 2018-09-30 | 151 | US$2.6亿 | 19 | |
| 2018-06-30 | 140 | US$2.3亿 | 16 | |
| 2018-03-31 | 136 | US$2.2亿 | 25 | |
| 2017-12-31 | 147 | US$2.7亿 | 12 | |
| 2017-09-30 | 144 | US$2.5亿 | 22 | |
| 2017-06-30 | 155 | US$2.7亿 | 17 | |
| 2017-03-31 | 157 | US$2.4亿 | 13 | |
| 2016-12-31 | 157 | US$2.2亿 | 17 | |
| 2016-09-30 | 146 | US$2.1亿 | 29 | |
| 2016-06-30 | 124 | US$1.7亿 | 22 | |
| 2016-03-31 | 138 | US$1.9亿 | 16 | |
| 2015-12-31 | 129 | US$1.7亿 | 24 | |
| 2015-09-30 | 133 | US$1.8亿 | 12 | |
| 2015-06-30 | 138 | US$2.0亿 | 15 | |
| 2015-03-31 | 141 | US$2.0亿 | 13 | |
| 2014-12-31 | 142 | US$2.0亿 | 28 | |
| 2014-09-30 | 135 | US$1.9亿 | 22 | |
| 2014-06-30 | 142 | US$1.9亿 | 14 | |
| 2014-03-31 | 135 | US$1.8亿 | 20 | |
| 2013-12-31 | 130 | US$1.8亿 | 21 | |
| 2013-09-30 | 104 | US$1.5亿 | 8 | |
| 2013-06-30 | 106 | US$1.5亿 | — |
Ironwood Investment Counsel, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Servicenow INC (NOW); 清仓: Colgate-palmolive Co (CL); 减仓: Microsoft CORP (MSFT) — 股数 -1.85%; 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +61.54%; 加仓: Akre Focus ETF (AKRE) — 股数 +1.33%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.7% | +61.54% | 加仓 |
| 2 | INTU | Intuit INC | +0.4% | +348.78% | 加仓 |
| 3 | CRM | Salesforce INC | +0.4% | +372.69% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.4% | -1.56% | 减仓 |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +1.21% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +4.50% | 加仓 |
| 7 | CTVA | Corteva INC | +0.3% | +5.36% | 加仓 |
| 8 | FPE | Ft-preferred Secur & INC ETF | +0.3% | +40.26% | 加仓 |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +6.22% | 加仓 |
| 10 | PEP | Pepsico INC | +0.2% | +9.21% | 加仓 |
| 11 | AMGN | Amgen INC | +0.2% | +5.79% | 加仓 |
| 12 | GLW | Corning INC | +0.1% | -10.23% | 减仓 |
| 13 | HSY | Hershey Co/the | +0.1% | +3.56% | 加仓 |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +3.67% | 加仓 |
| 15 | TER | Teradyne INC | +0.1% | -28.37% | 减仓 |
| 16 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +2.84% | 加仓 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +13.22% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | -7.45% | 减仓 |
| 19 | OGE | Oge Energy CORP | +0.1% | — | 不变 |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -4.86% | 减仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.24% | 减仓 |
| 22 | HD | Home Depot INC | -0.1% | -6.69% | 减仓 |
| 23 | GOOG | Alphabet Inc-cl C | -0.1% | -2.78% | 减仓 |
| 24 | SCHW | Schwab (charles) CORP | -0.1% | -0.88% | 减仓 |
| 25 | DIS | Walt Disney Co/the | -0.1% | +5.57% | 加仓 |
| 26 | LLY | Eli Lilly & Co | -0.1% | -0.47% | 减仓 |
| 27 | GIS | General Mills INC | -0.1% | -22.91% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | -0.1% | -1.70% | 减仓 |
| 29 | ADP | Automatic Data Processing | -0.1% | -24.44% | 减仓 |
| 30 | MA | Mastercard INC - A | -0.1% | +3.80% | 加仓 |
| 31 | TSLA | Tesla INC | -0.1% | +2.14% | 加仓 |
| 32 | AVGO | Broadcom INC | -0.1% | -2.65% | 减仓 |
| 33 | AMZN | Amazon.com INC | -0.1% | +2.00% | 加仓 |
| 34 | DOX | Amdocs Limited | -0.1% | -12.87% | 减仓 |
| 35 | ACN | Accenture plc | -0.2% | +17.07% | 加仓 |
| 36 | IBM | Intl Business Machines CORP | -0.2% | -1.74% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | -0.2% | -10.03% | 减仓 |
| 38 | QCOM | Qualcomm INC | -0.2% | +8.06% | 加仓 |
| 39 | AAPL | Apple INC | -0.2% | -0.88% | 减仓 |
| 40 | ADBE | Adobe INC | -0.2% | +13.35% | 加仓 |
| 41 | KLAC | Kla CORP | -0.2% | -34.42% | 减仓 |
| 42 | WDAY | Workday Inc-class A | -0.2% | +19.59% | 加仓 |
| 43 | JMST | JPM Ultra-short Muni Income | -0.3% | -50.29% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | -4.61% | 减仓 |
| 45 | AXP | American Express Co | -0.3% | +0.96% | 加仓 |
| 46 | CMI | Cummins INC | -0.3% | -31.91% | 减仓 |
| 47 | AKRE | Akre Focus ETF | -0.5% | +1.33% | 加仓 |
| 48 | MSFT | Microsoft CORP | -1.3% | -1.85% | 减仓 |
| 49 | NOW | Servicenow INC | — | NEW | 新建仓 |
| 50 | CL | Colgate-palmolive Co | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-10 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-08 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-04 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-04 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-04 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-06 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-03 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-11-16 | 修正案 | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-11-03 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-29 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-30 | 修正案 | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-29 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-25 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-10-23 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-26 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-30 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-07-18 | 13F-HR | 在 EDGAR 上查看 |
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