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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 97
减持 28
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
+$26.3M
1,988,062
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.4M
913,498
+1%
增持
AAPL
APPLE INC
+$15.0M
396,636
+1%
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。
增持
VYM
VANGUARD WHITEHALL FDS
+$11.4M
544,046
+13%
增持
PTON
PELOTON INTERACTIVE INC
-$10.4M
207,769
+1%
增持
VTI
VANGUARD INDEX FDS
+$9.6M
311,811
+5%
增持
VO
VANGUARD INDEX FDS
+$6.0M
298,296
+1%
增持
GOOGL
ALPHABET INC
+$5.0M
22,493
+0%
增持
EL
LAUDER ESTEE COS INC
+$4.2M
56,961
+1%
清仓
—
APOLLO GLOBAL MGMT INC
-$4.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$4.0M
71,437
+2%
增持
FTCHQ
FARFETCH LTD
+$3.9M
136,648
+659%
增持
DIBS
1STDIBS COM INC
+$3.7M
475,045
+162%
增持
MSFT
MICROSOFT CORP
+$3.3M
56,983
+1%
增持
IJK
ISHARES TR
+$3.2M
434,320
+2%
增持
MTCH
MATCH GROUP INC NEW
-$2.6M
107,131
+0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.6M
43,015
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
85,021
+1%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$2.1M
787,105
+1%
减持
WMG
WARNER MUSIC GROUP CORP
-$1.9M
507,634
-9%
增持
ESGU
ISHARES TR
+$1.8M
69,298
+21%
减持
ARVN
ARVINAS INC
-$1.8M
50,000
-31%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
59,071
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
454,515
+1%
增持
—
TWITTER INC
-$1.6M
94,199
+0%
增持
VB
VANGUARD INDEX FDS
+$1.5M
91,974
+4%
增持
SOFI
SOFI TECHNOLOGIES INC
+$1.3M
183,789
+78%
增持
TSLA
TESLA INC
+$1.1M
1,761
+76%
增持
COIN
COINBASE GLOBAL INC
+$936.0K
10,694
+38%
增持
PFE
PFIZER INC
+$930.0K
48,867
+7%
清仓
—
FEDERAL RLTY INVT TR
-$930.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$910.0K
140,313
+15%
减持
HD
HOME DEPOT INC
+$891.0K
10,321
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$887.0K
44,818
+16%
增持
JNJ
JOHNSON & JOHNSON
+$839.0K
60,210
+3%
增持
PFF
ISHARES TR
+$832.0K
44,549
+87%
增持
CVX
CHEVRON CORP NEW
+$822.0K
16,286
+52%
增持
ARCC
ARES CAPITAL CORP
+$759.0K
147,383
+27%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$757.0K
36,415
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$755.0K
22,692
+3%
建仓
LIT
GLOBAL X FDS
+$684.0K
8,100
建仓
—
BK OF AMERICA CORP
+$672.0K
465
增持
PAVE
GLOBAL X FDS
+$667.0K
31,815
+224%
建仓
COMP
COMPASS INC
+$561.0K
61,730
增持
QQQ
INVESCO QQQ TR
+$556.0K
13,852
+0%
增持
VNQ
VANGUARD INDEX FDS
+$543.0K
11,116
+52%
增持
META
META PLATFORMS INC
+$534.0K
54,694
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$514.0K
4,577
+0%
清仓
MRNA
MODERNA INC
-$509.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$506.0K
42,617
-15%
减持
CMCSA
COMCAST CORP NEW
-$495.0K
87,290
-0%
增持
COST
COSTCO WHSL CORP NEW
+$484.0K
3,666
+3%
增持
VGT
VANGUARD WORLD FDS
+$460.0K
7,977
+0%
增持
SMH
VANECK ETF TRUST
+$454.0K
4,168
+28%
增持
MGK
VANGUARD WORLD FD
+$446.0K
16,926
+0%
增持
—
WHEELS UP EXPERIENCE INC
-$446.0K
263,374
+4%
增持
NEE
NEXTERA ENERGY INC
+$415.0K
23,727
+4%
清仓
SQ
SQUARE INC
-$390.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$387.0K
3,585
-35%
清仓
—
NANOSTRING TECHNOLOGIES INC
-$384.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$383.0K
19,050
+7%
清仓
NYF
ISHARES TR
-$359.0K
0
-100%
减持
ARKK
ARK ETF TR
-$356.0K
15,264
-6%
增持
LLY
LILLY ELI & CO
+$347.0K
5,894
+6%
增持
DIS
DISNEY WALT CO
-$343.0K
24,050
+0%
增持
IWF
ISHARES TR
+$339.0K
7,416
+5%
减持
VUG
VANGUARD INDEX FDS
+$332.0K
15,821
-3%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$332.0K
34,060
+22%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$329.0K
890
增持
UNP
UNION PAC CORP
+$324.0K
5,777
+0%
减持
PEP
PEPSICO INC
+$310.0K
13,725
-0%
增持
DVY
ISHARES TR
+$300.0K
24,273
+4%
增持
ED
CONSOLIDATED EDISON INC
+$299.0K
22,249
+1%
清仓
C
CITIGROUP INC
-$297.0K
0
-100%
增持
VRAYQ
VIEWRAY INC
-$292.0K
214,000
+5%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$282.0K
8,548
减持
ACRE
ARES COML REAL ESTATE CORP
-$270.0K
102,444
-12%
增持
AMZN
AMAZON COM INC
+$265.0K
3,718
+1%
清仓
—
MEDTRONIC PLC
-$264.0K
0
-100%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$258.0K
3,794
增持
IJR
ISHARES TR
+$255.0K
10,740
+20%
增持
QCOM
QUALCOMM INC
+$250.0K
4,557
+1%
增持
SBUX
STARBUCKS CORP
+$250.0K
6,708
+38%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$244.0K
5,326
-0%
建仓
CAT
CATERPILLAR INC
+$241.0K
1,167
增持
MCD
MCDONALDS CORP
+$239.0K
8,880
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$229.0K
6,047
+4%
建仓
FAST
FASTENAL CO
+$225.0K
3,506
清仓
MUB
ISHARES TR
-$225.0K
0
-100%
清仓
ACCD
ACCOLADE INC
-$211.0K
0
-100%
增持
SNAP
SNAP INC
-$208.0K
10,589
+11%
减持
T
AT&T INC
-$208.0K
49,223
-6%
减持
—
ACTIVISION BLIZZARD INC
-$205.0K
7,703
-17%
增持
IDXX
IDEXX LABS INC
+$204.0K
829
+51%
增持
VBK
VANGUARD INDEX FDS
+$204.0K
6,971
+11%
建仓
VOX
VANGUARD WORLD FDS
+$204.0K
1,505
建仓
XLP
SELECT SECTOR SPDR TR
+$203.0K
2,630
增持
JPM
JPMORGAN CHASE & CO
-$203.0K
38,671
+0%
增持
NVDA
NVIDIA CORPORATION
+$203.0K
1,548
+27%
清仓
NYT
NEW YORK TIMES CO
-$202.0K
0
-100%
增持
ACWI
ISHARES TR
+$199.0K
6,628
+32%
增持
BX
BLACKSTONE INC
+$198.0K
14,311
+1%
减持
IVV
ISHARES TR
+$190.0K
4,677
-1%
增持
ITOT
ISHARES TR
+$181.0K
19,483
+1%
增持
DEO
DIAGEO PLC
+$176.0K
6,416
+0%
减持
ABBV
ABBVIE INC
+$170.0K
6,176
-0%
增持
CSCO
CISCO SYS INC
+$165.0K
15,886
+3%
减持
VOO
VANGUARD INDEX FDS
+$161.0K
6,774
-4%
增持
IWD
ISHARES TR
+$158.0K
6,386
+9%
减持
AMT
AMERICAN TOWER CORP NEW
+$153.0K
5,703
-0%
减持
VXUS
VANGUARD STAR FDS
-$149.0K
41,484
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$148.0K
24,045
-1%
增持
NFLX
NETFLIX INC
+$144.0K
5,317
+6%
增持
MDB
MONGODB INC
+$136.0K
2,309
+0%
增持
—
EXXON MOBIL CORP
+$134.0K
38,495
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$132.0K
1,355
+0%
增持
SO
SOUTHERN CO
+$130.0K
5,522
+37%
增持
PYPL
PAYPAL HLDGS INC
-$128.0K
5,462
+23%
增持
IWB
ISHARES TR
+$128.0K
5,491
+0%
减持
KO
COCA COLA CO
+$125.0K
19,541
-1%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$124.0K
37,294
+19%
增持
—
VMWARE INC
-$123.0K
4,069
+2%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$120.0K
15,000
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$118.0K
69,446
-3%
减持
—
ACCENTURE PLC IRELAND
+$115.0K
1,346
-3%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$113.0K
1,411
-1%
减持
AVGO
BROADCOM INC
+$113.0K
663
-2%
建仓
—
POWER & DIGITAL INFRA ACQ CO
+$110.0K
10,000
增持
DGRO
ISHARES TR
+$106.0K
5,618
+37%
减持
MDLZ
MONDELEZ INTL INC
+$98.0K
12,490
-0%
减持
EFA
ISHARES TR
-$96.0K
9,357
-12%
增持
CSX
CSX CORP
+$94.0K
11,970
+0%
增持
IVW
ISHARES TR
+$94.0K
9,584
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$90.0K
3,252
+0%
清仓
—
ACUITYADS HLDGS INC
-$88.0K
0
-100%
增持
D
DOMINION ENERGY INC
+$87.0K
15,212
+0%
增持
TWLO
TWILIO INC
-$87.0K
2,992
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$87.0K
9,622
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$83.0K
17,346
+3%
增持
INTC
INTEL CORP
+$78.0K
27,009
+10%
增持
CVS
CVS HEALTH CORP
+$78.0K
3,489
+5%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$76.0K
7,101
+30%
增持
KMB
KIMBERLY-CLARK CORP
+$76.0K
4,534
+5%
减持
BAC
BK OF AMERICA CORP
+$73.0K
110,617
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$73.0K
2,132
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$72.0K
7,612
+13%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$70.0K
1,859
+0%
减持
EEM
ISHARES TR
-$70.0K
7,547
-13%
增持
ISRG
INTUITIVE SURGICAL INC
+$69.0K
2,334
+201%
增持
FDX
FEDEX CORP
+$65.0K
1,632
+0%
