IronOak Wealth LLC.
- SEC CIK
- 0002037081
- 最新申報
- 2025/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位。
- 持股檔數
- 64
- 2025 年第 1 季沒有申報
- 總值
- $1.03 億
- 2025 年第 1 季沒有申報
IronOak Wealth LLC. 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 49,980 | $503.3 萬 | 4.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 29,944 | $473.1 萬 | 4.6% | – | – | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 39,789 | $448.3 萬 | 4.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,292 | $379.4 萬 | 3.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,205 | $364.0 萬 | 3.5% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 29,530 | $275.5 萬 | 2.7% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 3,198 | $251.9 萬 | 2.4% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,105 | $249.0 萬 | 2.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,775 | $237.7 萬 | 2.3% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,480 | $237.0 萬 | 2.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,671 | $232.3 萬 | 2.3% | – | – | 歷史 |
| HODLVanEck Bitcoin ETF | SH BEN INT | 76,166 | $232.1 萬 | 2.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 85,888 | $227.9 萬 | 2.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 2,190 | $225.1 萬 | 2.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,984 | $220.3 萬 | 2.1% | – | – | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 39,515 | $209.2 萬 | 2.0% | – | – | – |
| CRMSalesforce, Inc. | Stock | 7,543 | $206.0 萬 | 2.0% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,606 | $203.2 萬 | 2.0% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,769 | $198.8 萬 | 1.9% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 7,439 | $198.5 萬 | 1.9% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 24,629 | $183.0 萬 | 1.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,171 | $178.9 萬 | 1.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,027 | $178.5 萬 | 1.7% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,699 | $178.0 萬 | 1.7% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 72,007 | $174.5 萬 | 1.7% | – | – | – |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 36,072 | $171.7 萬 | 1.7% | – | – | – |
| DELLDell Technologies Inc. | Stock | 13,857 | $169.9 萬 | 1.7% | – | – | 歷史 |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 40,882 | $163.0 萬 | 1.6% | – | – | – |
| MTZMastec Inc | COM | 9,239 | $157.5 萬 | 1.5% | – | – | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 61,616 | $149.7 萬 | 1.5% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,515 | $148.0 萬 | 1.4% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 2,733 | $146.2 萬 | 1.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 4,585 | $145.6 萬 | 1.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 4,538 | $144.7 萬 | 1.4% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 7,067 | $142.9 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,257 | $126.8 萬 | 1.2% | – | – | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 13,030 | $122.0 萬 | 1.2% | – | – | 歷史 |
| EXEExpand Energy Corp | COM | 10,259 | $120.0 萬 | 1.2% | – | – | 歷史 |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 44,038 | $119.9 萬 | 1.2% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 28,854 | $114.9 萬 | 1.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,242 | $114.2 萬 | 1.1% | – | – | 歷史 |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 11,454 | $113.0 萬 | 1.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,022 | $109.9 萬 | 1.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,544 | $108.0 萬 | 1.0% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,464 | $107.1 萬 | 1.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 4,907 | $100.7 萬 | 1.0% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,255 | $96.4 萬 | 0.9% | – | – | 歷史 |
| APPAppLovin Corp | COM CL A | 2,752 | $96.3 萬 | 0.9% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 7,128 | $95.0 萬 | 0.9% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 2,606 | $93.0 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,435 | $69.7 萬 | 0.7% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,331 | $66.8 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,129 | $66.1 萬 | 0.6% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P439 | INCOME FOCUS ETF | 23,165 | $62.9 萬 | 0.6% | – | – | – |
| AJGArthur J. Gallagher & Co. | COM | 1,944 | $62.2 萬 | 0.6% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,207 | $53.3 萬 | 0.5% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 666 | $51.1 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,891 | $42.2 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,382 | $40.7 萬 | 0.4% | – | – | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 16,923 | $31.0 萬 | 0.3% | – | – | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,884 | $29.9 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 8,539 | $27.2 萬 | 0.3% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 1,137 | $25.0 萬 | 0.2% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 8,055 | $20.2 萬 | 0.2% | – | – | – |