Iron Financial, LLC
- SEC CIK
- 0001595509
- 最新申報
- 2026/7/22
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/25 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 121
- 較 2025 年第 1 季 +8
- 總值
- $1.89 億
- 較 2025 年第 1 季 +$1,053 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CMECME Group Inc. | COM | 58,696 | $1,618 萬 | 8.6% | −86−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 64,872 | $1,331 萬 | 7.0% | +191+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,577 | $1,172 萬 | 6.2% | +350+0.9% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 221,121 | $1,076 萬 | 5.7% | +1,933+0.9% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 309,344 | $1,048 萬 | 5.5% | −16,744−5.1% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 131,545 | $985.1 萬 | 5.2% | −1,320−1.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,945 | $861.6 萬 | 4.6% | +114+0.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 246,270 | $673.5 萬 | 3.6% | +7,360+3.1% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 53,184 | $630.6 萬 | 3.3% | −3,050−5.4% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 223,509 | $596.3 萬 | 3.2% | −6,158−2.7% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 152,633 | $370.1 萬 | 2.0% | +734+0.5% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 38,742 | $363.4 萬 | 1.9% | −20.0% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 119,968 | $362.2 萬 | 1.9% | −2,608−2.1% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 138,227 | $348.1 萬 | 1.8% | −15,317−10.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,785 | $337.5 萬 | 1.8% | −400−5.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,977 | $306.6 萬 | 1.6% | +108+0.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 47,985 | $287.0 萬 | 1.5% | −4,725−9.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,050 | $262.4 萬 | 1.4% | +65+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,598 | $246.4 萬 | 1.3% | +572+3.8% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 10,382 | $242.1 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 43,808 | $200.4 萬 | 1.1% | +42+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,442 | $193.2 萬 | 1.0% | +2,230+30.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 46,417 | $187.9 萬 | 1.0% | +123+0.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 61,655 | $163.4 萬 | 0.9% | −15,918−20.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 10,646 | $162.6 萬 | 0.9% | +68+0.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,046 | $145.4 萬 | 0.8% | +102+0.5% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,681 | $137.8 萬 | 0.7% | −6,163−29.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 30,117 | $128.7 萬 | 0.7% | +479+1.6% | 加碼 | – |
| TAT&T Inc. | Stock | 43,465 | $125.8 萬 | 0.7% | +2,826+7.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,390 | $121.7 萬 | 0.6% | +281+13.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,095 | $115.5 萬 | 0.6% | +204+10.8% | 加碼 | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 21,454 | $112.6 萬 | 0.6% | +961+4.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 18,254 | $109.6 萬 | 0.6% | +8,786+92.8% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 18,575 | $108.2 萬 | 0.6% | −46−0.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,586 | $104.8 萬 | 0.6% | +42+1.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 962 | $98.9 萬 | 0.5% | +17+1.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,199 | $98.8 萬 | 0.5% | +61+1.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,896 | $89.0 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr46435U861 | CORE DIVID ETF | 17,547 | $88.3 萬 | 0.5% | +17,547 | 新進 | – |
| JKHYJack Henry & Associates Inc | Stock | 4,844 | $87.3 萬 | 0.5% | −26−0.5% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 13,723 | $84.0 萬 | 0.4% | +2,876+26.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,123 | $82.9 萬 | 0.4% | +44+4.1% | 加碼 | 歷史 |
| UDRUDR, Inc. | COM | 19,730 | $80.6 萬 | 0.4% | −48−0.2% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 12,845 | $77.7 萬 | 0.4% | −33−0.3% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 17,885 | $77.3 萬 | 0.4% | +1,569+9.6% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 4,671 | $76.0 萬 | 0.4% | −11−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,558 | $75.7 萬 | 0.4% | +301+23.9% | 加碼 | 歷史 |
| AMCRAmcor plc | ORD | 81,847 | $75.2 萬 | 0.4% | −302−0.4% | 減碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 5,056 | $74.8 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| HODLVanEck Bitcoin ETF | SH BEN INT | 22,355 | $68.1 萬 | 0.4% | +10,401+87.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 18,601 | $64.7 萬 | 0.3% | +388+2.1% | 加碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,676 | $60.9 萬 | 0.3% | −20−0.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 25,719 | $60.0 萬 | 0.3% | +151+0.6% | 加碼 | – |
| CDWCDW Corp | COM | 3,333 | $59.5 萬 | 0.3% | +8+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,185 | $59.1 萬 | 0.3% | +674+26.8% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 5,515 | $57.9 萬 | 0.3% | +9+0.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,188 | $56.2 萬 | 0.3% | +216+7.3% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 23,509 | $56.0 萬 | 0.3% | +15+0.1% | 加碼 | – |
| DDominion Energy, Inc | Stock | 9,821 | $55.5 萬 | 0.3% | −25−0.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 23,312 | $53.8 萬 | 0.3% | +3,798+19.5% | 加碼 | – |
| FASTFastenal Co | Stock | 12,694 | $53.3 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,241 | $52.7 萬 | 0.3% | +120+10.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,697 | $50.6 萬 | 0.3% | +67+1.4% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 8,048 | $50.5 萬 | 0.3% | +12+0.1% | 加碼 | – |
| COPConocoPhillips | Stock | 5,441 | $48.8 萬 | 0.3% | +20+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,680 | $47.6 萬 | 0.3% | +5,680 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,108 | $46.9 萬 | 0.2% | +5,108 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,376 | $46.8 萬 | 0.2% | −133−3.8% | 減碼 | – |
| WWDWoodward, Inc. | COM | 1,910 | $46.8 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 5,608 | $45.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,965 | $44.4 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,125 | $40.3 萬 | 0.2% | +71+1.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,925 | $39.9 萬 | 0.2% | −1,675−36.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,199 | $38.1 萬 | 0.2% | +29+2.5% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25460E307 | AUSPCE CMD STG | 12,706 | $35.1 萬 | 0.2% | −900−6.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 796 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,715 | $33.8 萬 | 0.2% | −339−2.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,887 | $33.8 萬 | 0.2% | +6,887 | 新進 | – |
| DLTRDollar Tree, Inc. | COM | 3,316 | $32.8 萬 | 0.2% | +33+1.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 902 | $32.0 萬 | 0.2% | +21+2.4% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,318 | $30.8 萬 | 0.2% | +15+0.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,262 | $30.8 萬 | 0.2% | +274+13.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,037 | $30.6 萬 | 0.2% | +12+1.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 13,525 | $30.3 萬 | 0.2% | +25+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,222 | $29.5 萬 | 0.2% | +265+9.0% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,070 | $28.9 萬 | 0.2% | +18+0.1% | 加碼 | – |
| Advisorshares Tr00768Y560 | ADVISORSHS ETF | 4,000 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 7,453 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 736 | $27.0 萬 | 0.1% | +19+2.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,811 | $27.0 萬 | 0.1% | +69+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,466 | $26.0 萬 | 0.1% | +28+1.9% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 2,517 | $25.8 萬 | 0.1% | +34+1.4% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,500 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 792 | $25.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,124 | $25.0 萬 | 0.1% | +41+1.3% | 加碼 | – |
| BGBunge Global SA | COM SHS | 3,105 | $24.9 萬 | 0.1% | +24+0.8% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 427 | $24.6 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,927 | $23.9 萬 | 0.1% | +1,927 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 619 | $23.7 萬 | 0.1% | −8−1.3% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 7,417 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（4 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。