Ironwood Wealth Management, LLC. 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 54 只证券，申报市值合计 4.51 亿美元。前几大持仓：IEFA（17.77%）、DFGX（11.31%）、IVV（10.86%）。本季前 25 大持仓中：新建仓 6 只、增持 5 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | IEFA | $80.2M | 17.77% | 830,395 | 减持 |
| 2 | DFGX | DFGX | $51.0M | 11.31% | 952,480 | 新建仓 |
| 3 | IVV | IVV | $49.0M | 10.86% | 65,461 | 增持 |
| 4 | IEMG | IEMG | $46.2M | 10.23% | 557,128 | 减持 |
| 5 | IEF | IEF | $45.4M | 10.07% | 480,303 | 增持 |
| 6 | VCIT | VCIT | $27.2M | 6.03% | 329,314 | 新建仓 |
| 7 | VGSH | VGSH | $18.4M | 4.09% | 316,720 | 新建仓 |
| 8 | IJH | IJH | $17.2M | 3.81% | 223,112 | 减持 |
| 9 | VCSH | VCSH | $16.8M | 3.73% | 212,762 | 新建仓 |
| 10 | IJR | IJR | $11.8M | 2.61% | 79,511 | 减持 |
| 11 | VGLT | VGLT | $11.2M | 2.48% | 202,849 | 减持 |
| 12 | DJP | DJP | $8.8M | 1.94% | 200,360 | 增持 |
| 13 | SPDW | SPDW | $8.3M | 1.84% | 165,020 | 减持 |
| 14 | AVDV | AVDV | $7.3M | 1.63% | 71,156 | 新建仓 |
| 15 | VTEB | VTEB | $6.4M | 1.42% | 126,647 | 新建仓 |
| 16 | MUB | MUB | $5.9M | 1.31% | 54,859 | 增持 |
| 17 | BSCQ | BSCQ | $5.2M | 1.16% | 267,436 | 减持 |
| 18 | SCHX | SCHX | $4.4M | 0.98% | 150,979 | 减持 |
| 19 | SPEM | SPEM | $3.2M | 0.71% | 62,107 | 减持 |
| 20 | SPSM | SPSM | $3.0M | 0.66% | 51,932 | 减持 |
| 21 | SCHB | SCHB | $2.9M | 0.65% | 100,622 | 减持 |
| 22 | SUB | SUB | $2.8M | 0.62% | 26,209 | 减持 |
| 23 | SCHA | SCHA | $2.6M | 0.58% | 72,702 | 减持 |
| 24 | SCHF | SCHF | $2.1M | 0.46% | 74,614 | 减持 |
| 25 | IDEV | IDEV | $2.0M | 0.45% | 22,853 | 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