Iron Gate Global Advisors LLC
CIK 1131181 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.0B
- 持仓
- 109
- 截至
- 2026年6月30日
按 13F 价值排名第 2398（共 9443） · 前 25.4%
投资组合价值同比（季度）：+9.3% 13F不披露现金
- 前十大持仓权重
- 70.76%
- 前二十五大持仓权重
- 94.53%
- 持仓高于 1%
- 20
- 有效持仓数量
- 17.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.75% 估计买入 $49228853 · 卖出 $37105308
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 71.2% 仍持有
- 新仓位
- 10
- 增加
- 30
- 减少
- 27
- 已结清
- 6
本页内容
行业细分
Technology
26.1%
Communication Services
17.1%
Retail
11.2%
Financial Services
8.0%
Industrials
7.4%
Materials
3.2%
Healthcare
2.2%
Consumer Staples
1.9%
Consumer Discretionary
0.6%
Financials
0.6%
Consumer products
0.2%
Energy
0.1%
Utilities
0.0%
Communications
0.0%
其他/未映射
21.2%
完整投资组合 109 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $100519437 | 9.71% | 200882 | $5377064 | 上涨 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $95806245 | 9.26% | 401973 | $12262915 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $83313269 | 8.05% | 235795 | $13229422 | 下跌 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $83115664 | 8.03% | 415391 | $11135454 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $80208296 | 7.75% | 277192 | $9243656 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $74824940 | 7.23% | 132836 | $4948228 | 上涨 ×3 | ||
| ICSH | $69200835 | 6.69% | 1368146 | $9565778 | 上涨 ×6 | ||
| AXP American Express Company Common Stock | $55398273 | 5.35% | 163779 | $6445160 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $54848990 | 5.30% | 147040 | $9330501 | 上涨 ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $34986343 | 3.38% | 484844 | $455052 | 上涨 ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $33800909 | 3.27% | 99117 | $17872476 | 下跌 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $31198339 | 3.01% | 106414 | $39048 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $27700115 | 2.68% | 145998 | $-1041996 | 下跌 ×4 | ||
| V Visa Inc. | $25507370 | 2.46% | 74346 | $3767091 | 上涨 ×2 | ||
| VYM | $19830215 | 1.92% | 125484 | $1760162 | 上涨 ×6 | ||
| HSY The Hershey Company Common Stock | $19574627 | 1.89% | 111568 | $-2967643 | 上涨 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $18495956 | 1.79% | 259047 | $-5997737 | 上涨 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $17363831 | 1.68% | 68370 | $651073 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $13854870 | 1.34% | 39285 | $13109217 | 上涨 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $12131611 | 1.17% | 103982 | $-2488344 | 上涨 ×2 | ||
| SPY SPY | $5842708 | 0.56% | 7824 | $823524 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5708972 | 0.55% | 7753 | $1273426 | 上涨 ×1 | ||
| VTI | $5543671 | 0.54% | 14981 | $672049 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $5476506 | 0.53% | 5143 | $1831662 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $3955866 | 0.38% | 34927 | $-521701 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $3146509 | 0.30% | 7481 | $378759 | 上涨 ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2844942 | 0.27% | 48882 | $-420098 | 下跌 ×1 | ||
| VUG | $2652569 | 0.26% | 30794 | $460932 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2582713 | 0.25% | 6061 | $414875 | |||
| COST Costco Wholesale Corporation - Common Stock | $2448737 | 0.24% | 2618 | $628003 | 上涨 ×2 | ||
| SMH SMH | $2164437 | 0.21% | 3300 | $899217 | |||
| CATY Cathay General Bancorp - Common Stock | $1929439 | 0.19% | 31125 | $377546 | |||
| PG Procter & Gamble Company (The) Common Stock | $1881759 | 0.18% | 12833 | $28232 | |||
| AVGO Broadcom Inc. - Common Stock | $1521577 | 0.15% | 4028 | $280460 | 上涨 ×2 | ||
| VBR | $1278612 | 0.12% | 5262 | $131968 | 下跌 ×1 | ||
| EMR Emerson Electric Company Common Stock | $1224648 | 0.12% | 8555 | $103772 | |||
| LLY Eli Lilly and Company Common Stock | $1185658 | 0.11% | 989 | $276468 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1183953 | 0.11% | 3617 | $138214 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1115604 | 0.11% | 2336 | $326153 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1037935 | 0.10% | 8077 | $67200 | 上涨 ×4 | ||
| MA Mastercard Incorporated Common Stock | $1001841 | 0.10% | 1951 | $-136951 | 下跌 ×6 | ||
| SNOW Snowflake Inc. Common Stock | $996113 | 0.10% | 3914 | $315010 | 下跌 ×3 | ||
| PPG PPG Industries, Inc. Common Stock | $984511 | 0.10% | 8117 | $116966 | |||
| CARR Carrier Global Corporation Common Stock | $969027 | 0.09% | 13211 | $225116 | |||
| CVX Chevron Corporation Common Stock | $925288 | 0.09% | 5582 | $-206869 | 上涨 ×2 | ||
| MS Morgan Stanley Common Stock | $917058 | 0.09% | 4387 | $195089 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $799755 | 0.08% | 402 | $273943 | 上涨 ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $781455 | 0.08% | 1024 | $370744 | 下跌 ×2 | ||
| BRKA | $748850 | 0.07% | 1 | $30710 | |||
| XLK XLK | $741313 | 0.07% | 3891 | $251444 | 上涨 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $659381 | 0.06% | 8343 | $-1554 | 上涨 ×2 | ||
| DE Deere & Company Common Stock | $653360 | 0.06% | 1030 | $73161 | |||
| ANGX Angel Studios, Inc. Class A Common Stock | $601608 | 0.06% | 163926 | $101634 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $598335 | 0.06% | 9514 | $39102 | |||
| MCD McDonald's Corporation Common Stock | $578463 | 0.06% | 2140 | $-228255 | 下跌 ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $558004 | 0.05% | 4121 | $-193026 | 下跌 ×6 | ||
| VOO | $547032 | 0.05% | 796 | $117514 | 上涨 ×5 | ||
| BAC Bank of America Corporation Common Stock | $531339 | 0.05% | 9325 | $76306 | 下跌 ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $518709 | 0.05% | 2180 | $66708 | |||
| OTIS Otis Worldwide Corporation Common Stock | $474708 | 0.05% | 6630 | $-36332 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $462404 | 0.04% | 796 | ||||
| IVV | $422374 | 0.04% | 564 | $9545 | 下跌 ×1 | ||
| GLD | $415533 | 0.04% | 1128 | $-209248 | 下跌 ×2 | ||
| SDY | $407538 | 0.04% | 2678 | $16711 | |||
| HQY HealthEquity, Inc. - Common Stock | $393615 | 0.04% | 4358 | $-58749 | 下跌 ×3 | ||
| CMI Cummins Inc. Common Stock | $391173 | 0.04% | 548 | $96121 | |||
| XLU XLU | $390042 | 0.04% | 8603 | $-35294 | 下跌 ×2 | ||
| XLY XLY | $381160 | 0.04% | 3250 | $26975 | |||
| ABBV AbbVie Inc. Common Stock | $374440 | 0.04% | 1488 | $49727 | 下跌 ×1 | ||
| YUM Yum! Brands, Inc. | $350354 | 0.03% | 2192 | $9600 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $349217 | 0.03% | 1043 | $80345 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $336731 | 0.03% | 901 | $75946 | 下跌 ×3 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $331891 | 0.03% | 5760 | $-17453 | |||
| BP BP p.l.c. Common Stock | $329188 | 0.03% | 8909 | $-89535 | |||
| GEV GE Vernova Inc. Common Stock | $323087 | 0.03% | 275 | $48996 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $322627 | 0.03% | 319 | $52756 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $313409 | 0.03% | 3792 | $7896 | 上涨 ×2 | ||
| RSG Republic Services, Inc. Common Stock | $311523 | 0.03% | 1462 | $-8684 | |||
| CORT Corcept Therapeutics Incorporated - Common Stock | $304325 | 0.03% | 3500 | ||||
| XLV XLV | $296536 | 0.03% | 1869 | $22522 | |||
| PH Parker-Hannifin Corporation Common Stock | $295392 | 0.03% | 302 | $25030 | |||
| HWC Hancock Whitney Corporation - Common Stock | $286028 | 0.03% | 3828 | $42605 | |||
| NEM Newmont Corporation | $285991 | 0.03% | 3062 | $-45471 | |||
| RY Royal Bank Of Canada Common Stock | $285826 | 0.03% | 1381 | $62408 | |||
| ORCL Oracle Corporation Common Stock | $284845 | 0.03% | 1944 | $-1077 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $284588 | 0.03% | 5429 | $-15039 | |||
| SRE DBA Sempra Common Stock | $278130 | 0.03% | 3000 | $-13380 | |||
| PFE Pfizer, Inc. Common Stock | $268385 | 0.03% | 11146 | $-44262 | 上涨 ×2 | ||
| FNV Franco-Nevada Corporation | $268262 | 0.03% | 1287 | $-49691 | |||
| CB Chubb Limited Common Stock | $266118 | 0.03% | 781 | $11567 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $263448 | 0.03% | 2400 | $31920 | |||
| ORKA Oruka Therapeutics, Inc. - Common Stock | $261718 | 0.03% | 2750 | 上涨 ×1 | |||
| SPYM | $259773 | 0.03% | 2956 | $33521 | |||
| HWM Howmet Aerospace Inc. Common Stock | $256761 | 0.02% | 955 | $36672 | |||
| TEL TE Connectivity plc Ordinary Shares | $252013 | 0.02% | 1250 | $-9262 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $250936 | 0.02% | 631 | $-39949 | |||
| KNX Knight-Swift Transportation Holdings Inc. | $249885 | 0.02% | 3209 | 上涨 ×1 | |||
| BSX Boston Scientific Corporation Common Stock | $248312 | 0.02% | 5818 | 上涨 ×1 | |||
| SPXL | $239814 | 0.02% | 886 | ||||
| DVY iShares Select Dividend ETF | $236091 | 0.02% | 1511 | $7386 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| PANW | 削减 | -237 | +$17.9M |
| GOOG | 削减 | -8K | +$13.2M |
| AMZN | 增持 | +920 | +$12.3M |
| NVDA | 增持 | +3K | +$11.1M |
| ICSH | 增持 | +190K | +$9.6M |
| MSFT | 增持 | +24K | +$9.3M |
| AAPL | 削减 | -2K | +$9.2M |
| AXP | 增持 | +2K | +$6.4M |
| NFLX | 增持 | +4K | -$6.0M |
| BRKB | 增持 | +2K | +$5.4M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| GOOGL | 2026年6月30日 | 98403 | $28296735 | -4.3% |
| SNOW | 2025年6月30日 | 54843 | $8015853 | 41.2% |
| BILL | 2025年3月31日 | 29756 | $2720591 | 3.2% |
| XOM | 2026年6月30日 | 10130 | $1718656 | 21.7% |
| HQY | 2025年6月30日 | 17723 | $1566182 | -1.2% |
| CARR | 2025年6月30日 | 13407 | $850004 | -16.8% |
| OTIS | 2025年6月30日 | 6728 | $694330 | -27.4% |
| VGIT | 2025年3月31日 | 11408 | $661673 | |
| CRWD | 2025年6月30日 | 1360 | $479509 | -63.2% |
| FSK | 2025年6月30日 | 19565 | $423571 | -42.7% |
| SPXL | 2026年3月31日 | 1686 | $371948 | 不再跟踪 |
| CRM | 2026年3月31日 | 1353 | $358456 | 10.1% |
| SGOL | 2026年3月31日 | 7790 | $320013 | 不再跟踪 |
| AMD | 2025年3月31日 | 2521 | $304512 | 358.2% |
| CORT | 2025年12月31日 | 3500 | $291568 | 252.4% |
| VZ | 2025年6月30日 | 6379 | $289352 | 14.2% |
| T | 2026年6月30日 | 9155 | $265400 | 22.6% |
| CMCSA | 2026年6月30日 | 9092 | $261031 | 7.8% |
| TMO | 2025年3月31日 | 487 | $253449 | 24.7% |
| SLV | 2026年3月31日 | 3930 | $253171 | 不再跟踪 |
| SPXL | 2025年6月30日 | 1747 | $245261 | 不再跟踪 |
| ABBV | 2025年6月30日 | 1160 | $243043 | 42.1% |
| CRWV | 2025年12月31日 | 1731 | $237095 | 25.8% |
| GE | 2025年3月31日 | 1413 | $235674 | 74.2% |
| TPG | 2026年3月31日 | 3500 | $223440 | 30.2% |
| TPG | 2025年3月31日 | 3500 | $219940 | 11.2% |
| T | 2025年6月30日 | 7670 | $216901 | -12.3% |
| NVO | 2026年6月30日 | 5888 | $216384 | -2.5% |
| TDG | 2025年6月30日 | 156 | $215793 | -21.3% |
| HAL | 2026年6月30日 | 5411 | $210975 | 4.7% |
| BA | 2025年12月31日 | 974 | $209926 | -1.2% |
| WFC | 2025年9月30日 | 2619 | $209803 | 1.0% |
| GBCI | 2025年12月31日 | 4287 | $208241 | 7.5% |
| VRT | 2025年12月31日 | 1380 | $207504 | 63.1% |
| SPYM | 2025年3月31日 | 2968 | $204614 | 不再跟踪 |
| GSY | 2025年6月30日 | 4072 | $204089 | 不再跟踪 |
| BIL | 2025年12月31日 | 2221 | $203799 | 不再跟踪 |
| TCOM | 2026年3月31日 | 2830 | $203505 | -7.5% |
| CINF | 2026年3月31日 | 1238 | $202190 | 7.9% |
| CPB | 2025年6月30日 | 5055 | $201796 | -22.7% |
| LMT | 2025年3月31日 | 412 | $200207 | 27.3% |
| FSK | 2025年12月31日 | 12431 | $185536 | -19.6% |
| VRT | 2025年6月30日 | 212700 | $153569 | 105.8% |
| PL | 2025年12月31日 | 10000 | $130000 | 14.3% |
| PDSB | 2025年6月30日 | 75016 | $89269 | -84.0% |
| GAMB | 2025年12月31日 | 10250 | $83546 | 不再跟踪 |
| PL | 2025年6月30日 | 10600 | $35828 | 269.5% |
| APG | 2025年6月30日 | 60000 | $21456 | 23.1% |
| WGHTQ | 2025年6月30日 | 17250 | $9015 | 不再跟踪 |
| MRNA | 2025年6月30日 | 20000 | $5670 | 418.7% |
| DTCB | 2025年6月30日 | 12650 | $2123 | 不再跟踪 |