Ironwood Wealth Management, Inc. 13F 持仓 · 2026年Q2
Ironwood Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 2.37 亿美元。前几大持仓：BKLN（10.91%）、JPST（10.51%）、PULS（9.22%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 8 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | $25.8M | 10.91% | 1.3M | 增持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $24.9M | 10.51% | 492,953 | 增持 |
| 3 | PULS | PGIM ETF TR | $21.8M | 9.22% | 439,756 | 增持 |
| 4 | IUSV | ISHARES TR | $21.5M | 9.08% | 192,775 | 增持 |
| 5 | IJR | ISHARES TR | $21.2M | 8.98% | 146,072 | 减持 |
| 6 | IVV | ISHARES TR | $18.2M | 7.71% | 24,148 | 减持 |
| 7 | IVE | ISHARES TR | $15.2M | 6.41% | 65,995 | 增持 |
| 8 | VYM | VANGUARD WHITEHALL FDS | $14.7M | 6.22% | 91,590 | 减持 |
| 9 | IUSG | ISHARES TR | $14.2M | 5.99% | 75,302 | 减持 |
| 10 | USMV | ISHARES TR | $13.8M | 5.83% | 141,399 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $11.6M | 4.89% | 62,441 | 减持 |
| 12 | IVLU | ISHARES TR | $9.7M | 4.12% | 230,521 | 减持 |
| 13 | SJNK | SPDR SERIES TRUST | $8.8M | 3.73% | 354,250 | 增持 |
| 14 | XLI | SELECT SECTOR SPDR TR | $5.6M | 2.37% | 30,918 | 减持 |
| 15 | XLF | SELECT SECTOR SPDR TR | $4.7M | 2.01% | 85,451 | 增持 |
| 16 | XLE | SELECT SECTOR SPDR TR | $4.6M | 1.96% | 84,594 | 减持 |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $39,537 | 0.02% | 936 | 持平 |
| 18 | COP | CONOCOPHILLIPS | $21,604 | 0.01% | 200 | 持平 |
| 19 | CTVA | CORTEVA INC | $22,140 | 0.01% | 264 | 持平 |
| 20 | DD | DUPONT DE NEMOURS INC | $24,802 | 0.01% | 184 | 新建仓 |
| 21 | DOW | DOW HLDGS INC | $15,732 | 0.01% | 552 | 持平 |
| 22 | AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | 清仓 |
| 23 | BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | 清仓 |
| 24 | DD | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | 清仓 |
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