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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 8
增持 80
减持 43
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
-$16.0M
2,045,633
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$13.9M
929,652
+1%
减持
AAPL
APPLE INC
-$12.9M
393,268
-3%
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。
减持
VO
VANGUARD INDEX FDS
-$11.8M
299,207
-2%
减持
VTI
VANGUARD INDEX FDS
-$11.7M
316,007
-2%
增持
GOOGL
ALPHABET INC
-$8.4M
22,575
+0%
增持
GOOG
ALPHABET INC
-$8.0M
21,854
+0%
减持
WMG
WARNER MUSIC GROUP CORP
-$5.0M
468,000
-0%
增持
IJK
ISHARES TR
-$4.6M
439,574
+1%
减持
VB
VANGUARD INDEX FDS
-$3.9M
91,577
-6%
增持
AMZN
AMAZON COM INC
-$3.5M
77,080
+1910%
减持
PTON
PELOTON INTERACTIVE INC
-$3.1M
206,719
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$3.0M
455,451
-2%
减持
META
META PLATFORMS INC
-$3.0M
52,810
-3%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$2.6M
789,341
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.5M
20,087
-13%
增持
SPY
SPDR S&P 500 ETF TR
-$2.3M
77,440
+8%
增持
VYM
VANGUARD WHITEHALL FDS
-$2.3M
644,298
+7%
减持
EL
LAUDER ESTEE COS INC
-$2.2M
42,998
-14%
增持
XLK
SELECT SECTOR SPDR TR
-$1.7M
90,519
+1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$1.6M
47,916
+3%
增持
MSFT
MICROSOFT CORP
-$1.2M
58,787
+1%
增持
ESGU
ISHARES TR
-$1.1M
80,820
+0%
增持
COIN
COINBASE GLOBAL INC
-$1.1M
11,294
+2%
减持
NFLX
NETFLIX INC
-$1.0M
4,444
-18%
增持
—
TWITTER INC
-$975.0K
97,614
+2%
减持
DIBS
1STDIBS COM INC
-$877.0K
474,445
-0%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$858.0K
13,764
-55%
增持
BAC
BK OF AMERICA CORP
-$848.0K
110,989
+0%
减持
DIS
DISNEY WALT CO
-$839.0K
23,995
-1%
减持
VBR
VANGUARD INDEX FDS
-$836.0K
16,716
-13%
增持
PG
PROCTER AND GAMBLE CO
-$781.0K
61,172
+0%
增持
CMCSA
COMCAST CORP NEW
-$775.0K
103,104
+0%
减持
ARVN
ARVINAS INC
-$738.0K
21,000
-16%
增持
XLF
SELECT SECTOR SPDR TR
-$708.0K
175,460
+5%
清仓
HAL
HALLIBURTON CO
-$708.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$674.0K
38,350
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$650.0K
42,545
-20%
增持
MGK
VANGUARD WORLD FD
-$649.0K
16,957
+0%
增持
ARCC
ARES CAPITAL CORP
-$623.0K
158,828
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$585.0K
108,507
+1%
建仓
VOE
VANGUARD INDEX FDS
+$560.0K
4,323
增持
VT
VANGUARD INTL EQUITY INDEX F
-$559.0K
44,596
+0%
减持
VBK
VANGUARD INDEX FDS
-$520.0K
7,669
-11%
增持
CVX
CHEVRON CORP NEW
-$501.0K
18,555
+1%
增持
VUG
VANGUARD INDEX FDS
+$499.0K
19,561
+37%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$474.0K
20,054
减持
XLC
SELECT SECTOR SPDR TR
-$471.0K
24,264
-10%
增持
MS
MORGAN STANLEY
-$457.0K
44,157
+0%
清仓
SU
SUNCOR ENERGY INC NEW
-$452.0K
0
-100%
建仓
—
PIONEER NAT RES CO
+$447.0K
2,005
减持
IWF
ISHARES TR
-$434.0K
8,202
-4%
减持
REGN
REGENERON PHARMACEUTICALS
-$432.0K
3,241
-0%
减持
VRAYQ
VIEWRAY INC
-$420.0K
100,000
-51%
增持
TSLA
TESLA INC
-$397.0K
1,565
+8%
增持
VOT
VANGUARD INDEX FDS
+$381.0K
4,232
+148%
减持
VZ
VERIZON COMMUNICATIONS INC
-$354.0K
43,200
-9%
增持
COST
COSTCO WHSL CORP NEW
-$351.0K
3,739
+2%
减持
HD
HOME DEPOT INC
-$349.0K
11,002
-2%
增持
VGT
VANGUARD WORLD FDS
-$347.0K
8,340
+4%
减持
CNQ
CANADIAN NAT RES LTD
-$337.0K
15,000
-12%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$324.0K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$321.0K
44,996
-1%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$316.0K
0
-100%
减持
ARKK
ARK ETF TR
-$312.0K
7,893
-28%
增持
DXCM
DEXCOM INC
-$310.0K
6,800
+300%
增持
GS
GOLDMAN SACHS GROUP INC
-$302.0K
9,730
+1%
清仓
—
DISCOVERY INC
-$302.0K
0
-100%
增持
IWM
ISHARES TR
+$297.0K
4,512
+91%
增持
VOO
VANGUARD INDEX FDS
+$296.0K
8,728
+29%
减持
DVY
ISHARES TR
-$293.0K
24,288
-0%
增持
QQQ
INVESCO QQQ TR
-$291.0K
16,286
+14%
减持
UNP
UNION PAC CORP
-$288.0K
5,166
-10%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$271.0K
4,604
减持
ISRG
INTUITIVE SURGICAL INC
-$269.0K
1,758
-22%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$269.0K
5,017
-39%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$267.0K
9,989
+10%
清仓
—
ATLASSIAN CORP PLC
-$266.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$266.0K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$264.0K
5,000
建仓
OWL
BLUE OWL CAPITAL INC
+$264.0K
26,300
清仓
BIDU
BAIDU INC
-$256.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$255.0K
7,993
+165%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$249.0K
4,573
-14%
清仓
IYR
ISHARES TR
-$245.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$238.0K
12,679
-1%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$234.0K
0
-100%
清仓
CMF
ISHARES TR
-$234.0K
0
-100%
增持
BX
BLACKSTONE INC
-$234.0K
15,075
+5%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$233.0K
0
-100%
清仓
NKE
NIKE INC
-$226.0K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$222.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$211.0K
0
-100%
清仓
SON
SONOCO PRODS CO
-$206.0K
0
-100%
清仓
HSY
HERSHEY CO
-$205.0K
0
-100%
清仓
EZU
ISHARES INC
-$205.0K
0
-100%
增持
INTC
INTEL CORP
-$203.0K
25,300
+3%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$202.0K
0
-100%
建仓
—
BED BATH & BEYOND INC
+$199.0K
40,000
增持
WMT
WALMART INC
-$190.0K
6,161
+2%
增持
IWB
ISHARES TR
-$185.0K
5,398
+0%
减持
AVGO
BROADCOM INC
-$182.0K
434
-35%
增持
TGT
TARGET CORP
-$181.0K
1,860
+0%
增持
JNJ
JOHNSON & JOHNSON
+$181.0K
62,244
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
-$177.0K
7,527
+0%
增持
MRK
MERCK & CO INC
+$168.0K
17,823
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$166.0K
98,717
+3%
建仓
WBD
WARNER BROS DISCOVERY INC
+$164.0K
12,196
增持
LLY
LILLY ELI & CO
+$156.0K
5,913
+0%
增持
IWR
ISHARES TR
+$154.0K
6,451
+87%
增持
IVV
ISHARES TR
+$153.0K
5,731
+25%
增持
ITOT
ISHARES TR
+$143.0K
24,497
+25%
增持
DE
DEERE & CO
-$139.0K
1,003
+0%
增持
T
AT&T INC
+$138.0K
54,374
+6%
减持
IWD
ISHARES TR
-$136.0K
6,420
-1%
增持
MELI
MERCADOLIBRE INC
-$134.0K
422
+12%
增持
EBAY
EBAY INC.
-$134.0K
42,104
+22%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$128.0K
23,915
-11%
增持
MO
ALTRIA GROUP INC
-$124.0K
11,199
+3%
增持
IJR
ISHARES TR
-$120.0K
11,032
+1%
减持
HON
HONEYWELL INTL INC
-$117.0K
4,266
-4%
增持
IVW
ISHARES TR
-$110.0K
9,534
+0%
增持
CSCO
CISCO SYS INC
-$104.0K
15,726
+4%
减持
IWO
ISHARES TR
-$104.0K
1,714
-9%
增持
GE
GENERAL ELECTRIC CO
-$103.0K
5,435
+9%
减持
IJH
ISHARES TR
-$102.0K
2,542
-2%
增持
V
VISA INC
-$100.0K
7,417
+1%
增持
RC
READY CAPITAL CORP
-$100.0K
32,253
+1%
增持
NEE
NEXTERA ENERGY INC
-$97.0K
23,679
+0%
增持
—
ACTIVISION BLIZZARD INC
+$97.0K
9,063
+18%
减持
PNC
PNC FINL SVCS GROUP INC
-$96.0K
4,228
-3%
增持
VCR
VANGUARD WORLD FDS
-$96.0K
1,417
+0%
减持
EFA
ISHARES TR
-$90.0K
9,128
-1%
增持
WFC
WELLS FARGO CO NEW
-$82.0K
25,524
+11%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$79.0K
24,731
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$74.0K
2,049
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$73.0K
4,760
+4%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$71.0K
38,389
+1%
增持
ETO
EATON VANCE TAX-ADVANTAGED G
-$69.0K
13,541
+0%
增持
ORCL
ORACLE CORP
-$66.0K
9,889
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$66.0K
4,646
+1%
增持
VNQ
VANGUARD INDEX FDS
-$63.0K
13,460
+13%
增持
ADSK
AUTODESK INC
-$62.0K
2,619
+1%
增持
PM
PHILIP MORRIS INTL INC
+$61.0K
7,541
+11%
增持
CAT
CATERPILLAR INC
-$60.0K
1,171
+0%
增持
DVN
DEVON ENERGY CORP NEW
-$58.0K
11,025
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$57.0K
3,473
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$57.0K
7,787
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$55.0K
7,667
+0%
增持
IVE
ISHARES TR
-$55.0K
3,101
+0%
