IronOak Wealth LLC. 13F 持仓 · 最近申报 2025年Q2
IronOak Wealth 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 1.03 亿美元。前几大持仓：SGOV（4.89%）、NVDA（4.60%）、BOXX（4.36%）。本季前 25 大持仓中：新建仓 11 只、增持 10 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $5.0M | 4.89% | 49,980 | 新建仓 |
| 2 | NVDA | NVIDIA CORPORATION | $4.7M | 4.60% | 29,944 | 增持 |
| 3 | BOXX | EA SERIES TRUST | $4.5M | 4.36% | 39,789 | 新建仓 |
| 4 | AMZN | AMAZON COM INC | $3.8M | 3.69% | 17,292 | 增持 |
| 5 | AVGO | BROADCOM INC | $3.6M | 3.54% | 13,205 | 增持 |
| 6 | UBER | UBER TECHNOLOGIES INC | $2.8M | 2.68% | 29,530 | 新建仓 |
| 7 | INTU | INTUIT | $2.5M | 2.45% | 3,198 | 新建仓 |
| 8 | COIN | COINBASE GLOBAL INC | $2.5M | 2.42% | 7,105 | 增持 |
| 9 | NFLX | NETFLIX INC | $2.4M | 2.31% | 1,775 | 减持 |
| 10 | GEV | GE VERNOVA INC | $2.4M | 2.30% | 4,480 | 新建仓 |
| 11 | HODL | VANECK BITCOIN ETF | $2.3M | 2.26% | 76,166 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $2.3M | 2.26% | 4,671 | 新建仓 |
| 13 | PYLD | PIMCO ETF TR | $2.3M | 2.22% | 85,888 | 新建仓 |
| 14 | NOW | SERVICENOW INC | $2.3M | 2.19% | 2,190 | 新建仓 |
| 15 | META | META PLATFORMS INC | $2.2M | 2.14% | 2,984 | 减持 |
| 16 | CLOI | VANECK ETF TRUST | $2.1M | 2.03% | 39,515 | 减持 |
| 17 | CRM | SALESFORCE INC | $2.1M | 2.00% | 7,543 | 增持 |
| 18 | LLY | ELI LILLY & CO | $2.0M | 1.97% | 2,606 | 增持 |
| 19 | PGR | PROGRESSIVE CORP | $2.0M | 1.93% | 7,439 | 新建仓 |
| 20 | SPGI | S&P GLOBAL INC | $2.0M | 1.93% | 3,769 | 增持 |
| 21 | PYPL | PAYPAL HLDGS INC | $1.8M | 1.78% | 24,629 | 新建仓 |
| 22 | JPM | JPMORGAN CHASE & CO. | $1.8M | 1.74% | 6,171 | 增持 |
| 23 | PANW | PALO ALTO NETWORKS INC | $1.8M | 1.73% | 8,699 | 减持 |
| 24 | V | VISA INC | $1.8M | 1.73% | 5,027 | 增持 |
| 25 | FLBL | FRANKLIN TEMPLETON ETF TR | $1.7M | 1.70% | 72,007 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR