IronOak Wealth LLC.
CIK 2037081 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $102.9M
- 持仓
- 64
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 8306（共 9443） · 前 88.0%
投资组合价值同比（季度）：+15.2% 13F不披露现金
- 前十大持仓权重
- 33.23%
- 前二十五大持仓权重
- 62.83%
- 持仓高于 1%
- 45
- 有效持仓数量
- 45.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 15.07% 估计买入 $65119363 · 卖出 $14485676
- 新仓位
- 37
- 增加
- 14
- 减少
- 13
- 已结清
- 0
行业细分
Technology
26.6%
Financial Services
13.3%
Industrials
10.2%
Financials
5.7%
Communication Services
4.9%
Retail
3.7%
Healthcare
3.0%
Energy
2.1%
Consumer Discretionary
1.4%
Communications
0.5%
其他/未映射
28.6%
完整投资组合 64 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $5032530 | 4.89% | 49980 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $4731207 | 4.60% | 29944 | $1303381 | |||
| BOXX | $4483425 | 4.36% | 39789 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3793596 | 3.69% | 17292 | $438780 | |||
| AVGO Broadcom Inc. - Common Stock | $3639832 | 3.54% | 13205 | $604578 | |||
| UBER Uber Technologies, Inc. Common Stock | $2755149 | 2.68% | 29530 | 上涨 ×1 | |||
| INTU Intuit Inc. - Common Stock | $2518841 | 2.45% | 3198 | 上涨 ×1 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $2490231 | 2.42% | 7105 | $1724970 | |||
| NFLX Netflix, Inc. - Common Stock | $2376956 | 2.31% | 1775 | $604121 | |||
| GEV GE Vernova Inc. Common Stock | $2370476 | 2.30% | 4480 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2323221 | 2.26% | 4671 | 上涨 ×1 | |||
| HODL | $2320778 | 2.26% | 76166 | $325396 | |||
| PYLD | $2279457 | 2.22% | 85888 | 上涨 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $2251495 | 2.19% | 2190 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2202803 | 2.14% | 2984 | $-1296759 | |||
| CLOI | $2092293 | 2.03% | 39515 | $-1091430 | |||
| CRM Salesforce, Inc. Common Stock | $2059979 | 2.00% | 7543 | $789093 | |||
| LLY Eli Lilly and Company Common Stock | $2031650 | 1.97% | 2606 | $723343 | |||
| SPGI S&P Global Inc. Common Stock | $1987619 | 1.93% | 3769 | $895823 | |||
| PGR Progressive Corporation (The) Common Stock | $1985294 | 1.93% | 7439 | 上涨 ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $1830427 | 1.78% | 24629 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1789035 | 1.74% | 6171 | $978804 | |||
| V Visa Inc. | $1784709 | 1.73% | 5027 | $451120 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $1780163 | 1.73% | 8699 | $-781652 | |||
| FLBL | $1744723 | 1.70% | 72007 | 上涨 ×1 | |||
| FLRT | $1717015 | 1.67% | 36072 | 上涨 ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $1698868 | 1.65% | 13857 | $839178 | |||
| LVHD Franklin U.S. Low Volatility High Dividend Index ETF | $1629565 | 1.58% | 40882 | 上涨 ×1 | |||
| MTZ MasTec, Inc. Common Stock | $1574603 | 1.53% | 9239 | 上涨 ×1 | |||
| HGER Harbor Commodity All-Weather Strategy ETF | $1496653 | 1.45% | 61616 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1479887 | 1.44% | 6515 | $246950 | |||
| EME EMCOR Group, Inc. Common Stock | $1461854 | 1.42% | 2733 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1456471 | 1.42% | 4585 | $-2375163 | |||
| AXP American Express Company Common Stock | $1447442 | 1.41% | 4538 | $-1035699 | |||
| ALL Allstate Corporation (The) Common Stock | $1429052 | 1.39% | 7067 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $1268190 | 1.23% | 2257 | 上涨 ×1 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1219999 | 1.19% | 13030 | 上涨 ×1 | |||
| EXE Expand Energy Corporation - Common Stock | $1199687 | 1.17% | 10259 | 上涨 ×1 | |||
| GVAL | $1199155 | 1.17% | 44038 | 上涨 ×1 | |||
| CALF | $1148822 | 1.12% | 28854 | 上涨 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1141873 | 1.11% | 2242 | 上涨 ×1 | |||
| EINC | $1130479 | 1.10% | 11454 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1098775 | 1.07% | 2022 | $-496335 | |||
| GLD | $1080318 | 1.05% | 3544 | 上涨 ×1 | |||
| WDAY Workday, Inc. - Class A Common Stock | $1071360 | 1.04% | 4464 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $1006778 | 0.98% | 4907 | $-1357511 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $964224 | 0.94% | 5255 | 上涨 ×1 | |||
| APP Applovin Corporation - Class A Common Stock | $963420 | 0.94% | 2752 | 上涨 ×1 | |||
| EMR Emerson Electric Company Common Stock | $950376 | 0.92% | 7128 | 上涨 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $930316 | 0.90% | 2606 | 上涨 ×1 | |||
| BRKB | $697080 | 0.68% | 1435 | $-808716 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $667921 | 0.65% | 7331 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $660701 | 0.64% | 6129 | $-855133 | |||
| INCM | $628883 | 0.61% | 23165 | 上涨 ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $622240 | 0.60% | 1944 | $74150 | |||
| ANET Arista Networks, Inc. Common Stock | $532728 | 0.52% | 5207 | $-506254 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $511048 | 0.50% | 666 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $422144 | 0.41% | 2891 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $407479 | 0.40% | 1382 | $172678 | |||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $310029 | 0.30% | 16923 | 上涨 ×1 | |||
| JAAA | $298609 | 0.29% | 5884 | 上涨 ×1 | |||
| BUFR | $271540 | 0.26% | 8539 | $-3051214 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $249576 | 0.24% | 1137 | $-95871 | |||
| VRIG Invesco Variable Rate Investment Grade ETF | $201778 | 0.20% | 8055 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SGOV | $5032530 | 49980 | 4.89% |
| BOXX | $4483425 | 39789 | 4.36% |
| UBER | $2755149 | 29530 | 2.68% |
| INTU | $2518841 | 3198 | 2.45% |
| GEV | $2370476 | 4480 | 2.30% |
| MSFT | $2323221 | 4671 | 2.26% |
| PYLD | $2279457 | 85888 | 2.22% |
| NOW | $2251495 | 2190 | 2.19% |
| PGR | $1985294 | 7439 | 1.93% |
| PYPL | $1830427 | 24629 | 1.78% |
| FLBL | $1744723 | 72007 | 1.70% |
| FLRT | $1717015 | 36072 | 1.67% |
| LVHD | $1629565 | 40882 | 1.58% |
| MTZ | $1574603 | 9239 | 1.53% |
| HGER | $1496653 | 61616 | 1.45% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| TSLA | 削减 | -5K | -$2.4M |
| COIN | 增持 | +4K | +$1.7M |
| AAPL | 削减 | -5K | -$1.4M |
| NVDA | 增持 | +4K | +$1.3M |
| META | 削减 | -3K | -$1.3M |
| CLOI | 削减 | -21K | -$1.1M |
| AXP | 削减 | -4K | -$1.0M |
| JPM | 增持 | +3K | +$979K |
| SPGI | 增持 | +2K | +$896K |
| XOM | 削减 | -8K | -$855K |
1 个持仓已隐藏（数据完整性检查）