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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 71
减持 47
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.6M
924,620
+1%
减持
EL
LAUDER ESTEE COS INC
-$7.9M
49,843
-12%
增持
GOOGL
ALPHABET INC
-$7.6M
22,550
+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。
增持
GOOG
ALPHABET INC
-$7.2M
21,796
+0%
减持
META
META PLATFORMS INC
-$6.9M
54,446
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.8M
603,027
+11%
减持
WMG
WARNER MUSIC GROUP CORP
-$5.6M
468,734
-8%
增持
VO
VANGUARD INDEX FDS
-$5.3M
304,793
+2%
减持
MTCH
MATCH GROUP INC NEW
-$4.5M
107,118
-0%
增持
IJK
ISHARES TR
-$4.4M
435,452
+0%
建仓
APO
APOLLO GLOBAL MGMT INC
+$4.2M
74,832
增持
VTI
VANGUARD INDEX FDS
-$4.0M
323,677
+4%
增持
AAPL
APPLE INC
-$3.8M
403,724
+2%
增持
MSFT
MICROSOFT CORP
-$2.9M
57,951
+2%
减持
ARVN
ARVINAS INC
-$2.5M
25,000
-50%
增持
PTON
PELOTON INTERACTIVE INC
-$2.4M
208,769
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$2.4M
71,944
+1%
增持
SDY
SPDR SER TR
+$2.1M
2,006,621
+1%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$2.0M
781,910
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$1.6M
89,564
+5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.5M
2,048
-66%
增持
NFLX
NETFLIX INC
-$1.4M
5,392
+1%
增持
CVX
CHEVRON CORP NEW
+$1.3M
18,328
+13%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
14,311
-10%
增持
PPLI
IAC INTERACTIVECORP NEW
-$1.2M
55,291
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
22,987
+1%
增持
—
EXXON MOBIL CORP
+$1.1M
39,476
+3%
增持
JPM
JPMORGAN CHASE & CO
-$1.1M
38,865
+1%
增持
COIN
COINBASE GLOBAL INC
-$1.1M
11,044
+3%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$967.0K
7,900
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$954.0K
46,372
+8%
增持
HD
HOME DEPOT INC
-$917.0K
11,213
+9%
减持
ARKK
ARK ETF TR
-$817.0K
10,928
-28%
增持
XLE
SELECT SECTOR SPDR TR
+$777.0K
14,797
+94%
增持
VB
VANGUARD INDEX FDS
-$761.0K
96,943
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$747.0K
167,779
+20%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$739.0K
106,980
-3%
减持
PYPL
PAYPAL HLDGS INC
-$727.0K
3,014
-45%
建仓
HAL
HALLIBURTON CO
+$708.0K
17,000
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$689.0K
56,100
-19%
增持
MGK
VANGUARD WORLD FD
-$684.0K
16,938
+0%
增持
AMZN
AMAZON COM INC
-$678.0K
3,835
+3%
建仓
DVN
DEVON ENERGY CORP NEW
+$666.0K
10,475
增持
QQQ
INVESCO QQQ TR
-$655.0K
14,337
+4%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$648.0K
0
-100%
增持
DRUP
GRANITESHARES ETF TR
-$626.0K
118,864
+2%
增持
DIS
DISNEY WALT CO
-$621.0K
24,295
+1%
增持
BAC
BK OF AMERICA CORP
-$618.0K
110,750
+0%
增持
VGT
VANGUARD WORLD FDS
-$585.0K
7,982
+0%
增持
JNJ
JOHNSON & JOHNSON
+$568.0K
61,175
+2%
增持
—
TWITTER INC
+$554.0K
95,469
+1%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$551.0K
8,186
减持
SMH
VANECK ETF TRUST
-$521.0K
3,163
-24%
增持
MS
MORGAN STANLEY
-$513.0K
44,125
+0%
减持
VRAYQ
VIEWRAY INC
-$494.0K
204,000
-5%
增持
GS
GOLDMAN SACHS GROUP INC
-$489.0K
9,676
+1%
建仓
SU
SUNCOR ENERGY INC NEW
+$452.0K
13,200
减持
VT
VANGUARD INTL EQUITY INDEX F
-$450.0K
44,393
-1%
减持
TWLO
TWILIO INC
-$428.0K
2,739
-8%
增持
CMCSA
COMCAST CORP NEW
+$428.0K
102,882
+18%
减持
TSLA
TESLA INC
-$410.0K
1,445
-18%
清仓
EVR
EVERCORE INC
-$408.0K
0
-100%
清仓
—
ATHENE HOLDING LTD
-$401.0K
0
-100%
增持
ESGU
ISHARES TR
+$399.0K
80,548
+16%
清仓
—
VOLT INFORMATION SCIENCES IN
-$391.0K
0
-100%
建仓
DSI
ISHARES TR
+$369.0K
4,464
建仓
VOT
VANGUARD INDEX FDS
+$361.0K
1,707
增持
ARCC
ARES CAPITAL CORP
+$348.0K
157,678
+7%
减持
CI
CIGNA CORP NEW
-$344.0K
5,723
-28%
清仓
CRM
SALESFORCE COM INC
-$336.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$332.0K
47,680
+12%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$329.0K
96,217
-6%
清仓
LSPD
LIGHTSPEED COMMERCE INC
-$323.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$319.0K
30,344
-11%
增持
PFE
PFIZER INC
-$312.0K
49,660
+2%
建仓
—
DISCOVERY INC
+$302.0K
12,493
减持
MDB
MONGODB INC
-$298.0K
2,304
-0%
建仓
TEAD
OUTBRAIN INC
+$296.0K
29,412
减持
REGN
REGENERON PHARMACEUTICALS
+$294.0K
3,246
-0%
建仓
OXY
OCCIDENTAL PETE CORP
+$285.0K
4,644
减持
NEE
NEXTERA ENERGY INC
-$284.0K
23,631
-0%
清仓
DOCU
DOCUSIGN INC
-$278.0K
0
-100%
清仓
ASAN
ASANA INC
-$262.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$259.0K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
-$256.0K
465,902
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$252.0K
12,962
-17%
增持
SBUX
STARBUCKS CORP
-$250.0K
6,720
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$250.0K
17,350
+0%
增持
XLC
SELECT SECTOR SPDR TR
-$246.0K
26,992
+3%
建仓
IYR
ISHARES TR
+$245.0K
2,266
减持
IYW
ISHARES TR
-$244.0K
11,661
-1%
增持
BX
BLACKSTONE INC
-$243.0K
14,370
+0%
减持
INTC
INTEL CORP
-$242.0K
24,630
-9%
减持
CSCO
CISCO SYS INC
-$232.0K
15,165
-5%
清仓
ILMN
ILLUMINA INC
-$229.0K
0
-100%
清仓
FAST
FASTENAL CO
-$225.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$225.0K
6,787
+0%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$225.0K
3,000
增持
GLD
SPDR GOLD TR
+$221.0K
12,859
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$217.0K
5,715
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$217.0K
2,250
-4%
增持
BILL
BILL COM HLDGS INC
-$215.0K
3,952
+1%
减持
ED
CONSOLIDATED EDISON INC
+$212.0K
21,767
-2%
清仓
BIIB
BIOGEN INC
-$211.0K
0
-100%
减持
IVV
ISHARES TR
-$211.0K
4,593
-2%
增持
T
AT&T INC
-$209.0K
51,496
+5%
清仓
DHR
DANAHER CORPORATION
-$207.0K
0
-100%
建仓
SON
SONOCO PRODS CO
+$206.0K
3,256
建仓
HSY
HERSHEY CO
+$205.0K
912
清仓
VOX
VANGUARD WORLD FDS
-$204.0K
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
-$203.0K
13,078
-6%
减持
QCOM
QUALCOMM INC
-$202.0K
4,531
-1%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR
-$176.0K
10,334
+0%
增持
ABBV
ABBVIE INC
+$175.0K
6,341
+3%
增持
DVY
ISHARES TR
+$175.0K
24,388
+0%
增持
ITOT
ISHARES TR
-$175.0K
19,545
+0%
减持
IBB
ISHARES TR
-$174.0K
3,382
-15%
减持
DBX
DROPBOX INC
-$173.0K
28,118
-15%
减持
NVDA
NVIDIA CORPORATION
-$168.0K
1,319
-15%
减持
BIV
VANGUARD BD INDEX FDS
-$167.0K
7,019
-15%
增持
MRK
MERCK & CO INC
+$161.0K
16,930
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$154.0K
4,592
+0%
建仓
—
CHIMERIX INC
+$152.0K
33,643
增持
MCD
MCDONALDS CORP
-$150.0K
8,882
+0%
减持
IWB
ISHARES TR
-$146.0K
5,392
-2%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$144.0K
0
-100%
增持
SNAP
SNAP INC
-$140.0K
10,976
+4%
减持
ACWI
ISHARES TR
-$136.0K
5,828
-12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$135.0K
24,931
+4%
增持
VTV
VANGUARD INDEX FDS
+$131.0K
2,974
+42%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$129.0K
7,719
-2%
增持
—
ACCENTURE PLC IRELAND
-$129.0K
1,369
+2%
减持
VUSB
VANGUARD BD INDEX FDS
-$128.0K
4,500
-36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$127.0K
1,358
+0%
增持
RC
READY CAPITAL CORP
+$125.0K
31,898
+39%
减持
IVW
ISHARES TR
-$117.0K
9,528
-1%
减持
—
BLACKROCK INC
-$115.0K
479
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$110.0K
5,827
+35%
减持
BABA
ALIBABA GROUP HLDG LTD
-$110.0K
3,333
-7%
清仓
—
POWER & DIGITAL INFRA ACQ CO
-$110.0K
0
-100%
增持
—
UNILEVER PLC
-$107.0K
11,158
+0%
增持
KO
COCA COLA CO
+$102.0K
19,545
+0%
增持
LIT
GLOBAL X FDS
-$100.0K
8,113
+0%
增持
PNC
PNC FINL SVCS GROUP INC
-$100.0K
4,341
+1%
减持
DXCM
DEXCOM INC
-$99.0K
1,700
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$99.0K
3,446
+0%
增持
DG
DOLLAR GEN CORP NEW
+$97.0K
6,320
+0%
减持
AMGN
AMGEN INC
+$92.0K
3,532
-0%
减持
DE
DEERE & CO
+$92.0K
1,002
-1%
减持
FDX
FEDEX CORP
-$91.0K
1,628
-0%
