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Joel Isaacson & Co., LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Joel Isaacson & Co., LLC
报告期 2026-03-31 · CIK 0001599330
持仓数
455
前50大市值合计
$2.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 26
增持 82
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
PTON
PELOTON INTERACTIVE INC
-$7.4M
204,869
+1%
建仓
ARVN
ARVINAS INC
+$5.9M
72,156
减持
GOOGL
ALPHABET INC
+$5.2M
22,485
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$3.6M
71,446
增持
GOOG
ALPHABET INC
+$3.5M
21,769
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.8M
480,077
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
907,830
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
69,856
+5%
增持
MSFT
MICROSOFT CORP
+$2.0M
56,218
+10%
清仓
—
LIGHTSPEED POS INC
-$1.8M
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.8M
102,635
+441%
建仓
—
WHEELS UP EXPERIENCE INC
+$1.7M
253,135
建仓
SOFI
SOFI TECHNOLOGIES INC
+$1.6M
103,433
减持
AAPL
APPLE INC
+$1.6M
391,755
-0%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
16,352
+46%
增持
HAPN
LENDINGCLUB CORP
+$1.5M
66,839
+243%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.3M
38,751
+13%
增持
SDY
SPDR SER TR
-$1.2M
1,960,177
+4%
增持
DIBS
1STDIBS COM INC
+$1.1M
181,600
+440%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
295,958
+2%
增持
JPM
JPMORGAN CHASE & CO
+$926.0K
38,652
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$903.0K
121,747
+22%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$771.0K
8,000
增持
—
TWITTER INC
-$718.0K
93,929
+1%
减持
META
FACEBOOK INC
-$637.0K
52,631
-1%
增持
MCD
MCDONALDS CORP
+$619.0K
8,879
+35%
增持
COIN
COINBASE GLOBAL INC
+$578.0K
7,748
+66%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$555.0K
12,185
增持
WFC
WELLS FARGO CO NEW
+$548.0K
23,951
+92%
减持
BABA
ALIBABA GROUP HLDG LTD
-$524.0K
5,494
-7%
清仓
—
GENERAL ELECTRIC CO
-$524.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$515.0K
7,963
+18%
建仓
MRNA
MODERNA INC
+$509.0K
1,322
增持
DFAT
DIMENSIONAL ETF TRUST
+$505.0K
450,303
+4%
建仓
GE
GENERAL ELECTRIC CO
+$500.0K
4,854
减持
BIDU
BAIDU INC
-$494.0K
2,121
-47%
建仓
—
VOLT INFORMATION SCIENCES IN
+$477.0K
134,234
建仓
ITW
ILLINOIS TOOL WKS INC
+$469.0K
2,268
建仓
ACVA
ACV AUCTIONS INC
+$468.0K
26,143
建仓
SPG
SIMON PPTY GROUP INC NEW
+$441.0K
3,396
减持
ARKK
ARK ETF TR
-$419.0K
16,286
-5%
增持
NFLX
NETFLIX INC
+$416.0K
5,012
+0%
增持
VO
VANGUARD INDEX FDS
+$411.0K
295,838
+1%
建仓
KMI
KINDER MORGAN INC DEL
+$410.0K
24,500
增持
IJK
ISHARES TR
-$410.0K
426,634
+1%
增持
BX
BLACKSTONE INC
+$398.0K
14,219
+10%
建仓
OKE
ONEOK INC NEW
+$390.0K
6,721
增持
VB
VANGUARD INDEX FDS
+$367.0K
88,182
+5%
建仓
WELL
WELLTOWER INC
+$362.0K
4,397
清仓
F
FORD MTR CO DEL
-$359.0K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$342.0K
550
增持
BILL
BILL COM HLDGS INC
+$336.0K
3,914
+1%
增持
VRAYQ
VIEWRAY INC
+$323.0K
204,000
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$304.0K
9,098
+39%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$295.0K
776,048
+2%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$285.0K
3,000
+100%
建仓
VTV
VANGUARD INDEX FDS
+$284.0K
2,100
增持
DRUP
GRANITESHARES ETF TR
+$268.0K
116,842
+5%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$257.0K
27,867
+25%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$251.0K
1,141
增持
GNL
GLOBAL NET LEASE INC
+$246.0K
50,000
+67%
建仓
ABNB
AIRBNB INC
+$239.0K
1,422
清仓
IYR
ISHARES TR
-$230.0K
0
-100%
减持
MS
MORGAN STANLEY
+$230.0K
44,074
-0%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$229.0K
0
-100%
建仓
MUB
ISHARES TR
+$225.0K
1,935
建仓
ARES
ARES MANAGEMENT CORPORATION
+$224.0K
3,036
清仓
CAT
CATERPILLAR INC
-$220.0K
0
-100%
清仓
SON
SONOCO PRODS CO
-$218.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$217.0K
111,186
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$214.0K
84,326
+1%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$214.0K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$212.0K
1,401
增持
—
AON PLC
+$211.0K
2,187
+26%
清仓
SLV
ISHARES SILVER TR
-$209.0K
0
-100%
建仓
DGRO
ISHARES TR
+$206.0K
4,091
增持
TWLO
TWILIO INC
-$205.0K
2,742
+0%
建仓
NYT
NEW YORK TIMES CO
+$202.0K
4,101
增持
COST
COSTCO WHSL CORP NEW
+$194.0K
3,555
+0%
减持
DIS
DISNEY WALT CO
-$191.0K
24,045
-1%
增持
JNJ
JOHNSON & JOHNSON
-$185.0K
58,585
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$183.0K
1,351
+16%
增持
LLY
LILLY ELI & CO
+$180.0K
5,544
+16%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$177.0K
1,423
+0%
增持
PFE
PFIZER INC
+$177.0K
45,483
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$175.0K
16,889
-4%
减持
CL
COLGATE PALMOLIVE CO
-$164.0K
11,472
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$160.0K
47,598
+2%
减持
PG
PROCTER AND GAMBLE CO
+$159.0K
57,400
-2%
增持
—
EXXON MOBIL CORP
+$158.0K
37,775
+15%
增持
HD
HOME DEPOT INC
+$153.0K
10,333
+2%
增持
CSX
CSX CORP
+$148.0K
11,966
+84%
减持
T
AT&T INC
-$147.0K
52,550
-3%
减持
VBR
VANGUARD INDEX FDS
-$136.0K
17,865
-2%
减持
—
GLOBALSTAR INC
-$134.0K
90,000
-44%
增持
—
ACTIVISION BLIZZARD INC
-$122.0K
9,267
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$118.0K
2,107
-13%
增持
IWF
ISHARES TR
+$114.0K
7,032
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$110.0K
38,576
+5%
增持
AMGN
AMGEN INC
-$108.0K
3,552
+0%
减持
CSCO
CISCO SYS INC
-$104.0K
15,476
-13%
增持
PYPL
PAYPAL HLDGS INC
-$102.0K
4,449
+3%
增持
ARCC
ARES CAPITAL CORP
+$102.0K
116,275
+1%
增持
UFOX
ETF SER SOLUTIONS
+$99.0K
8,658
+54%
增持
—
CITRIX SYS INC
-$97.0K
10,020
+0%
增持
GLD
SPDR GOLD TR
+$94.0K
13,272
+5%
减持
TXN
TEXAS INSTRS INC
-$93.0K
1,293
-27%
增持
CMCSA
COMCAST CORP NEW
-$91.0K
87,403
+0%
减持
IBB
ISHARES TR
-$89.0K
3,956
-11%
建仓
—
ACUITYADS HLDGS INC
+$88.0K
13,200
减持
VNQ
VANGUARD INDEX FDS
+$84.0K
7,335
-23%
减持
MO
ALTRIA GROUP INC
-$84.0K
10,844
-11%
增持
IWD
ISHARES TR
+$83.0K
5,837
+11%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$82.0K
20,819
+99%
增持
SNAP
SNAP INC
+$82.0K
9,552
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$79.0K
889
-13%
减持
INTC
INTEL CORP
-$76.0K
24,641
-0%
减持
VBK
VANGUARD INDEX FDS
-$75.0K
6,281
-1%
增持
CRM
SALESFORCE COM INC
+$74.0K
1,323
+14%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$73.0K
31,292
+21%
增持
TRV
TRAVELERS COMPANIES INC
+$72.0K
3,477
+14%
建仓
—
DOMA HOLDINGS INC
+$71.0K
50,000
增持
PNC
PNC FINL SVCS GROUP INC
+$68.0K
4,284
+6%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$67.0K
1,855
-5%
增持
PBW
INVESCO EXCHANGE TRADED FD T
-$63.0K
4,016
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$63.0K
6,718
+26%
增持
PSX
PHILLIPS 66
-$60.0K
3,879
+0%
减持
BAC
BK OF AMERICA CORP
+$58.0K
114,215
-2%
增持
—
ASTRAZENECA PLC
+$58.0K
4,925
+24%
增持
QCOM
QUALCOMM INC
-$58.0K
4,521
+1%
增持
ACRE
ARES COML REAL ESTATE CORP
+$57.0K
116,707
+1%
减持
—
MEDTRONIC PLC
-$55.0K
2,106
-18%
增持
—
APOLLO GLOBAL MGMT INC
+$55.0K
68,309
+2%
减持
IWB
ISHARES TR
-$52.0K
5,478
-4%
减持
EFA
ISHARES TR
-$51.0K
10,660
-5%
减持
VUSB
VANGUARD BD INDEX FDS
-$50.0K
7,000
-13%
减持
MRK
MERCK & CO INC
-$49.0K
17,124
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$48.0K
1,537
-2%
增持
MAR
MARRIOTT INTL INC NEW
+$46.0K
3,926
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$46.0K
25,889
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$45.0K
4,542
+23%
增持
NVDA
NVIDIA CORPORATION
+$43.0K
1,218
+367%
增持
IJR
ISHARES TR
+$43.0K
8,932
+8%
增持
VXUS
VANGUARD STAR FDS
+$40.0K
44,043
+5%
增持
DVY
ISHARES TR
+$40.0K
23,330
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$40.0K
9,506
+2%
增持
—
ACCENTURE PLC IRELAND
+$40.0K
1,384
+1%
减持
IWM
ISHARES TR
-$40.0K
2,347
-3%
减持
ORCL
ORACLE CORP
+$39.0K
9,676
-6%
增持
ILMN
ILLUMINA INC
-$39.0K
603
+1%
