申报总市值
US$3.5亿
申报季度: 2026-03-31 · 持股只数: 47
Ironwood Wealth Management, LLC.在最新一期 13F 报告中披露了 47 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 3.0%。
加仓 DJP
+5.9% US$132.2万
加仓 IEMG
+0.9% US$198.8万
加仓 IDEV
+190.0% US$71.7万
减仓 IEFA
+0.5% US$129.1万
减仓 SCHX
-3.5% -US$36.7万
减仓 IEF
+2.2% US$58.1万
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 22.35% | -0.19% | +0.48% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 12.85% | -0.12% | +2.37% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 12.59% | +0.27% | +0.95% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 12.23% | -0.01% | +7.40% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 12.05% | -0.13% | +2.17% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 5.96% | -0.12% | +0.64% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.51% | +0.02% | +0.61% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.15% | — | -1.04% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.22% | -0.01% | -0.87% | |
| 10 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.45% | +0.35% | +5.86% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.34% | -0.03% | +1.71% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.20% | -0.14% | -3.50% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 0.97% | +0.13% | +17.61% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.87% | -0.06% | -4.48% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | — | -0.10% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.74% | -0.02% | -3.27% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.73% | -0.07% | -2.11% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | -0.04% | -3.13% | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.41% | -0.03% | -1.76% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.35% | -0.01% | -0.71% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | -0.01% | -0.62% | |
| 23 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.31% | +0.20% | +189.97% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.29% | — | +0.02% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.25% | — | +1.41% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.17% | -0.01% | — | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.14% | -0.01% | -5.89% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.11% | -0.01% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.11% | — | +0.39% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.10% | +0.06% | +167.85% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.09% | — | +0.57% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.09% | -0.01% | -4.55% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.07% | -0.01% | +1.78% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.05% | -0.01% | -18.47% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.03% | +0.01% | +56.09% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.03% | — | — | |
| 37 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.02% | — | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.02% | — | — | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.02% | +0.01% | +55.08% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.02% | +0.01% | +55.92% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.02% | +0.01% | +55.58% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.01% | — | — | |
| 43 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.01% | — | -7.13% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | — | — | -7.14% | |
| 45 | XRAY | Dentsply Sirona INC | 股票-医疗保健 | — | — | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | — | — | — | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | — | — | — |
Q3 2026表现
+0.9%
近4个季度表现
+14.4%
基于可获取价格的持仓（占申报价值的81%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 47 | US$3.5亿 | 3 | |
| 2025-12-31 | 47 | US$3.4亿 | 13 | |
| 2025-09-30 | 41 | US$3.0亿 | 34 | |
| 2025-06-30 | 42 | US$2.7亿 | 0 | |
| 2025-03-31 | 42 | US$3.3亿 | 100 | |
| 2024-12-31 | 45 | US$3.2亿 | 0 | |
| 2024-09-30 | 44 | US$3.3亿 | 0 | |
| 2024-06-30 | 44 | US$3.1亿 | 0 | |
| 2024-03-31 | 44 | US$3.1亿 | 0 | |
| 2023-12-31 | 44 | US$3.0亿 | 0 | |
| 2023-09-30 | 48 | US$2.5亿 | 0 | |
| 2023-06-30 | 42 | US$2.7亿 | 0 | |
| 2023-03-31 | 45 | US$2.5亿 | 0 | |
| 2022-12-31 | 46 | US$2.4亿 | 0 | |
| 2022-09-30 | 54 | US$2.2亿 | 0 | |
| 2022-06-30 | 54 | US$2.2亿 | 0 | |
| 2022-03-31 | 55 | US$2.4亿 | 0 | |
| 2021-12-31 | 58 | US$2.3亿 | 0 | |
| 2021-09-30 | 58 | US$2.1亿 | 0 | |
| 2021-06-30 | 51 | US$1.7亿 | 95 | |
| 2021-03-31 | 49 | US$1.6亿 | 20 | |
| 2020-12-31 | 50 | US$1.6亿 | 65 | |
| 2020-09-30 | 44 | US$1.3亿 | 0 | |
| 2020-06-30 | 44 | US$1.3亿 | 71 | |
| 2020-03-31 | 51 | US$1.2亿 | 34 | |
| 2019-12-31 | 51 | US$1.4亿 | 30 | |
| 2019-09-30 | 55 | US$1.3亿 | 14 | |
| 2019-06-30 | 57 | US$1.3亿 | 23 | |
| 2019-03-31 | 55 | US$1.2亿 | 66 | |
| 2018-12-31 | 55 | US$1.0亿 | 16 | |
| 2018-09-30 | 58 | US$1.1亿 | 10 | |
| 2018-06-30 | 58 | US$1.1亿 | 56 | |
| 2017-09-30 | 90 | US$1.1亿 | 0 |
Ironwood Wealth Management, LLC. 在 2026-03-31 最显著的持仓异动： 加仓: Ipath Bloomberg Commodity In (DJP) — 股数 +5.86%; 加仓: Ishares Core Msci Emerging (IEMG) — 股数 +0.95%; 加仓: Ishares Core Msci Dev Mkts (IDEV) — 股数 +189.97%; 加仓: Ishares Core Msci Eafe ETF (IEFA) — 股数 +0.48%; 减仓: Schwab US Large-cap ETF (SCHX) — 股数 -3.50%.