Ironwood Investment Management LLC 13F 持仓 · 2026年Q2
Ironwood Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 2.89 亿美元。前几大持仓：VTI（7.23%）、EFA（4.73%）、VICR（3.35%）。本季前 25 大持仓中：增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | $20.9M | 7.23% | 56,505 | 增持 |
| 2 | EFA | Msci Eafe | $13.7M | 4.73% | 131,779 | 增持 |
| 3 | VICR | Vicor Corp | $9.7M | 3.35% | 25,507 | 减持 |
| 4 | MYRG | MYR Group | $8.9M | 3.06% | 17,700 | 增持 |
| 5 | SHV | iShares Short Treasury Bond ET | $7.5M | 2.59% | 67,806 | 增持 |
| 6 | DY | Dycom Industries Inc | $7.1M | 2.47% | 14,125 | 减持 |
| 7 | TTMI | Ttm Technologies Inc | $6.0M | 2.09% | 32,331 | 减持 |
| 8 | EXTR | Extreme Networks Inc. | $5.2M | 1.81% | 161,853 | 增持 |
| 9 | IWV | iShares Russell 3000 ETF | $5.2M | 1.79% | 12,154 | 增持 |
| 10 | CYTK | Cytokinetics Inc | $4.8M | 1.67% | 56,589 | 减持 |
| 11 | C | Citigroup Inc New | $4.7M | 1.62% | 33,462 | 减持 |
| 12 | BBIO | BridgeBio Pharma Inc. | $4.6M | 1.58% | 61,163 | 增持 |
| 13 | MRCY | Mercury Systems | $4.5M | 1.54% | 36,457 | 减持 |
| 14 | VWO | Vanguard FTSE Emerging Markets | $4.3M | 1.50% | 72,554 | 增持 |
| 15 | GPI | Group 1 Automotive | $4.3M | 1.47% | 14,627 | 持平 |
| 16 | ARW | Arrow Electronics | $4.1M | 1.42% | 19,295 | 持平 |
| 17 | SGI | Somnigroup International Inc. | $3.7M | 1.28% | 47,124 | 增持 |
| 18 | ASML | ASML Holding N.V. | $3.7M | 1.27% | 1,847 | 减持 |
| 19 | COHR | Coherent Corp | $3.6M | 1.24% | 9,063 | 减持 |
| 20 | GFF | Griffon Corp | $3.4M | 1.17% | 34,647 | 持平 |
| 21 | PI | Impinj, Inc. | $3.3M | 1.15% | 23,262 | 增持 |
| 22 | TPC | Tutor Perini Corp | $3.3M | 1.15% | 40,160 | 减持 |
| 23 | GM | General Mtrs Corp | $3.3M | 1.13% | 42,500 | 持平 |
| 24 | SMCI | Super Micro Computer, Inc. | $3.2M | 1.10% | 108,638 | 增持 |
| 25 | CVGI | Commercial Vehicle Group | $3.1M | 1.08% | 677,040 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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