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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 82
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
-$7.3M
2,111,820
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.0M
934,895
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$6.8M
49,687
+1075%
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
GOOGL
ALPHABET INC
-$5.6M
455,500
+1918%
增持
GOOG
ALPHABET INC
-$5.2M
442,978
+1927%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
89,788
+16%
减持
VO
VANGUARD INDEX FDS
-$2.8M
298,722
-0%
增持
VTI
VANGUARD INDEX FDS
-$2.7M
317,173
+0%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$1.8M
783,989
-1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.7M
58,278
+22%
增持
HAPN
LENDINGCLUB CORP
+$1.4M
196,684
+194%
增持
AMZN
AMAZON COM INC
+$1.2M
83,077
+8%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
12,681
+45%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
87,915
-3%
减持
IJK
ISHARES TR
-$1.0M
428,346
-3%
增持
MSFT
MICROSOFT CORP
-$992.0K
60,565
+3%
增持
PG
PROCTER AND GAMBLE CO
-$987.0K
61,852
+1%
增持
PPLI
IAC INC
-$934.0K
58,973
+7%
增持
ARVN
ARVINAS INC
+$896.0K
40,000
+90%
减持
DFAT
DIMENSIONAL ETF TRUST
-$849.0K
448,264
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$767.0K
104,924
-3%
减持
VB
VANGUARD INDEX FDS
-$742.0K
90,021
-2%
增持
—
TWITTER INC
+$716.0K
99,598
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$670.0K
3,977
+77%
减持
MMM
3M CO
-$639.0K
4,464
-49%
减持
AAPL
APPLE INC
-$590.0K
384,789
-2%
增持
ACVA
ACV AUCTIONS INC
+$581.0K
104,575
+300%
清仓
VOE
VANGUARD INDEX FDS
-$560.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$514.0K
5,575
+163%
增持
ESGU
ISHARES TR
+$497.0K
91,647
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
-$494.0K
44,715
+4%
减持
PTON
PELOTON INTERACTIVE INC
-$493.0K
202,719
-2%
减持
ITOT
ISHARES TR
-$492.0K
19,611
-20%
清仓
—
PIONEER NAT RES CO
-$447.0K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$438.0K
40,111
+100%
减持
COST
COSTCO WHSL CORP NEW
-$412.0K
2,922
-22%
减持
LLY
LILLY ELI & CO
-$396.0K
4,704
-20%
增持
IWM
ISHARES TR
+$392.0K
7,011
+55%
增持
IJH
ISHARES TR
+$391.0K
4,405
+73%
增持
NFLX
NETFLIX INC
+$373.0K
4,884
+10%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$330.0K
44,069
-1%
减持
REGN
REGENERON PHARMACEUTICALS
+$315.0K
3,239
-0%
建仓
ESGV
VANGUARD WORLD FD
+$312.0K
4,957
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$308.0K
15,000
减持
VXUS
VANGUARD STAR FDS
-$295.0K
44,296
-2%
建仓
XOP
SPDR SER TR
+$294.0K
2,355
清仓
CABO
CABLE ONE INC
-$288.0K
0
-100%
增持
PFE
PFIZER INC
-$278.0K
52,328
+7%
增持
XLE
SELECT SECTOR SPDR TR
+$259.0K
19,659
+21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$254.0K
19,587
-2%
减持
IWB
ISHARES TR
-$251.0K
4,411
-18%
建仓
SYK
STRYKER CORPORATION
+$245.0K
1,209
建仓
NGG
NATIONAL GRID PLC
+$244.0K
4,734
减持
AMT
AMERICAN TOWER CORP NEW
-$237.0K
5,716
-0%
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$234.0K
10,019
建仓
BIIB
BIOGEN INC
+$232.0K
868
清仓
TWLO
TWILIO INC
-$230.0K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$226.0K
22,783
-6%
增持
VBR
VANGUARD INDEX FDS
+$225.0K
19,030
+14%
增持
INTC
INTEL CORP
-$223.0K
28,066
+11%
减持
XLF
SELECT SECTOR SPDR TR
-$222.0K
174,454
-1%
清仓
AOS
SMITH A O CORP
-$219.0K
0
-100%
建仓
—
ATLASSIAN CORP PLC
+$215.0K
1,020
清仓
USB
US BANCORP DEL
-$215.0K
0
-100%
建仓
BBT
BERKSHIRE HILLS BANCORP INC
+$214.0K
7,844
增持
CMCSA
COMCAST CORP NEW
+$214.0K
145,231
+41%
建仓
NUV
NUVEEN MUN VALUE FD INC
+$212.0K
25,000
清仓
AVGO
BROADCOM INC
-$211.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$210.0K
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$210.0K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
-$210.0K
22,677
+0%
建仓
FIP
FTAI INFRASTRUCTURE INC
+$209.0K
86,972
减持
MGK
VANGUARD WORLD FD
-$208.0K
16,486
-3%
增持
HD
HOME DEPOT INC
+$205.0K
11,678
+6%
增持
QQQ
INVESCO QQQ TR
-$204.0K
16,317
+0%
建仓
HSY
HERSHEY CO
+$202.0K
915
减持
IWR
ISHARES TR
-$202.0K
3,457
-46%
增持
EBAY
EBAY INC.
-$201.0K
42,184
+0%
减持
COIN
COINBASE GLOBAL INC
+$193.0K
11,234
-1%
减持
GLD
SPDR GOLD TR
-$192.0K
12,569
-1%
增持
CAT
CATERPILLAR INC
+$188.0K
2,422
+107%
增持
MO
ALTRIA GROUP INC
+$182.0K
16,088
+44%
增持
IWO
ISHARES TR
+$176.0K
2,564
+50%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$172.0K
21,220
+22%
增持
NVDA
NVIDIA CORPORATION
+$170.0K
3,708
+101%
增持
—
EXXON MOBIL CORP
+$168.0K
41,750
+3%
增持
AMGN
AMGEN INC
+$165.0K
4,542
+29%
减持
VOT
VANGUARD INDEX FDS
-$162.0K
3,401
-20%
增持
MELI
MERCADOLIBRE INC
+$161.0K
520
+23%
增持
D
DOMINION ENERGY INC
-$161.0K
15,457
+0%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$156.0K
20,133
-16%
减持
BAC
BK OF AMERICA CORP
-$156.0K
109,238
-2%
减持
MDLZ
MONDELEZ INTL INC
-$149.0K
11,993
-8%
减持
IWF
ISHARES TR
-$146.0K
7,831
-5%
增持
DRUP
GRANITESHARES ETF TR
-$145.0K
118,881
+0%
增持
NOBL
PROSHARES TR
+$145.0K
5,037
+67%
增持
V
VISA INC
-$142.0K
7,421
+0%
增持
MS
MORGAN STANLEY
+$140.0K
44,289
+0%
增持
DE
DEERE & CO
+$135.0K
1,303
+30%
增持
PYPL
PAYPAL HLDGS INC
+$134.0K
8,040
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$130.0K
691,982
+7%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$128.0K
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$128.0K
7,568
+51%
增持
FDX
FEDEX CORP
-$127.0K
1,629
+0%
减持
PM
PHILIP MORRIS INTL INC
-$122.0K
7,507
-0%
增持
VUG
VANGUARD INDEX FDS
+$119.0K
20,936
+7%
增持
KO
COCA COLA CO
-$117.0K
20,970
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$117.0K
2,508
+43%
增持
SCHW
SCHWAB CHARLES CORP
+$111.0K
5,453
+23%
增持
WMT
WALMART INC
+$111.0K
6,630
+8%
增持
NEE
NEXTERA ENERGY INC
+$110.0K
24,792
+5%
增持
CVS
CVS HEALTH CORP
+$110.0K
4,584
+30%
减持
SO
SOUTHERN CO
-$108.0K
4,238
-24%
增持
KMB
KIMBERLY-CLARK CORP
-$106.0K
4,773
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$100.0K
994
-3%
增持
SBUX
STARBUCKS CORP
+$100.0K
7,008
+9%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$98.0K
6,867
-20%
减持
EW
EDWARDS LIFESCIENCES CORP
-$95.0K
7,512
-0%
增持
UNP
UNION PAC CORP
-$95.0K
5,169
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$90.0K
1,641
+20%
增持
BX
BLACKSTONE INC
-$90.0K
15,356
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$86.0K
10,156
+4%
增持
CI
CIGNA CORP NEW
+$86.0K
5,746
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$85.0K
8,097
+4%
减持
EFA
ISHARES TR
-$80.0K
8,750
-4%
增持
TXN
TEXAS INSTRS INC
+$78.0K
1,833
+37%
增持
ARCC
ARES CAPITAL CORP
-$77.0K
164,180
+3%
增持
T
AT&T INC
-$77.0K
69,287
+27%
减持
ARKK
ARK ETF TR
-$75.0K
6,357
-19%
增持
ABBV
ABBVIE INC
-$73.0K
7,139
+6%
减持
LQD
ISHARES TR
-$73.0K
1,955
-21%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$71.0K
4,563
-0%
增持
DGRO
ISHARES TR
+$71.0K
7,674
+35%
增持
JNJ
JOHNSON & JOHNSON
-$70.0K
67,210
+8%
减持
SCHB
SCHWAB STRATEGIC TR
-$69.0K
6,420
-16%
减持
EEM
ISHARES TR
-$68.0K
7,909
-8%
减持
—
CITRIX SYS INC
+$67.0K
10,020
-0%
增持
STWD
STARWOOD PPTY TR INC
-$66.0K
26,925
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$66.0K
4,855
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$65.0K
46,791
+10%
增持
TEAD
OUTBRAIN INC
+$61.0K
57,351
+95%
减持
LIT
GLOBAL X FDS
-$61.0K
8,335
-1%
增持
TRV
TRAVELERS COMPANIES INC
-$55.0K
3,447
+0%
减持
PEP
PEPSICO INC
-$54.0K
13,794
-0%
增持
CSCO
CISCO SYS INC
+$54.0K
18,130
+15%
增持
MCD
MCDONALDS CORP
-$52.0K
9,282
+4%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$49.0K
3,750
+25%
增持
PFF
ISHARES TR
-$48.0K
49,890
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$48.0K
3,448
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$48.0K
12,674
-2%
