申报总市值
US$2.2亿
申报季度: 2026-03-31 · 持股只数: 31
IRONWOOD WEALTH MANAGEMENT, INC.在最新一期 13F 报告中披露了 31 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 2.2%。
加仓 XLE
-2.2% US$89.7万
减仓 BKLN
+0.5% -US$46.2万
减仓 IVV
-0.7% -US$46.5万
减仓 IUSG
-0.1% -US$42.1万
加仓 IJR
-1.2% US$42.3万
加仓 IVLU
-2.4% US$39.9万
| # | 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 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 10.79% | -0.22% | +0.50% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 10.55% | — | +0.39% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 9.34% | +0.01% | +0.36% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 9.08% | -0.08% | -0.75% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 9.06% | +0.18% | -1.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.52% | -0.21% | -0.69% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 6.41% | -0.04% | -0.42% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.29% | +0.16% | -0.98% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.76% | -0.03% | +0.35% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 5.60% | -0.20% | -0.05% | |
| 11 | IVLU | Ishares Msci International V | ETF-其他 | 4.78% | +0.18% | -2.43% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.14% | -0.13% | -0.14% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.69% | -0.02% | +0.78% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.54% | +0.12% | -0.88% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 2.40% | +0.40% | -2.20% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.93% | -0.16% | +0.49% | |
| 17 | AXP | American Express Co | 股票-金融 | 0.03% | — | — | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 0.02% | — | — | |
| 19 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.01% | — | — | |
| 20 | COP | Conocophillips | 股票-能源 | 0.01% | — | — | |
| 21 | CTVA | Corteva INC | 股票-原材料 | 0.01% | — | — | |
| 22 | DOW | Dow INC | 股票-原材料 | 0.01% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.01% | +0.01% | NEW | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 0.01% | +0.01% | NEW | |
| 25 | TFC | Truist Financial CORP | 股票-金融 | 0.01% | +0.01% | NEW | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.01% | +0.01% | NEW | |
| 27 | MO | Altria Group INC | 股票-非周期性消费 | — | — | NEW | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | — | — | NEW | |
| 29 | ENB | Enbridge INC | 股票-能源 | — | — | NEW | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | — | — | NEW | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-其他 | — | — | NEW |
Q3 2026表现
+2.8%
近4个季度表现
+14.9%
基于可获取价格的持仓（占申报价值的62%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 31 | US$2.2亿 | 2 | |
| 2025-12-31 | 23 | US$2.2亿 | 3 | |
| 2025-09-30 | 22 | US$2.2亿 | 12 | |
| 2025-06-30 | 22 | US$2.1亿 | 0 | |
| 2025-03-31 | 22 | US$1.9亿 | 100 | |
| 2024-12-31 | 22 | US$2.0亿 | 0 | |
| 2024-09-30 | 22 | US$2.0亿 | 0 | |
| 2024-06-30 | 22 | US$2.0亿 | 0 | |
| 2024-03-31 | 22 | US$1.9亿 | 0 | |
| 2023-12-31 | 22 | US$1.8亿 | 0 | |
| 2023-09-30 | 22 | US$1.7亿 | 0 | |
| 2023-06-30 | 23 | US$1.7亿 | 0 | |
| 2023-03-31 | 24 | US$1.7亿 | 0 | |
| 2022-12-31 | 24 | US$1.7亿 | 0 | |
| 2022-09-30 | 23 | US$1.4亿 | 0 | |
| 2022-06-30 | 22 | US$1.5亿 | 0 | |
| 2022-03-31 | 21 | US$1.4亿 | 0 | |
| 2021-12-31 | 23 | US$1.4亿 | 0 | |
| 2021-09-30 | 21 | US$1.3亿 | 0 | |
| 2021-06-30 | 42 | US$1.4亿 | 100 | |
| 2021-03-31 | 30 | US$1.3亿 | 43 | |
| 2020-12-31 | 30 | US$1.1亿 | — |
Ironwood Wealth Management, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Core S&p Midcap ETF (IJH); 新建仓: Philip Morris International (PM); 新建仓: Truist Financial CORP (TFC); 新建仓: Ss Spdr P S&p 1500 Comp ETF (SPTM); 新建仓: Altria Group INC (MO).