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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 35
增持 74
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
+$41.4M
2,213,107
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$20.9M
970,073
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$17.1M
765,084
+11%
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
SPY
SPDR S&P 500 ETF TR
+$6.5M
100,928
+12%
增持
VO
VANGUARD INDEX FDS
+$5.5M
302,282
+1%
清仓
—
TWITTER INC
-$4.4M
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.1M
490,668
+9%
增持
IJK
ISHARES TR
+$3.3M
443,166
+3%
增持
GOOG
ALPHABET INC
-$3.3M
443,266
+0%
增持
ESGU
ISHARES TR
+$3.2M
123,194
+34%
增持
VB
VANGUARD INDEX FDS
+$3.0M
100,191
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.8M
58,945
+679%
建仓
SUB
ISHARES TR
+$2.8M
27,218
增持
VUG
VANGUARD INDEX FDS
+$2.4M
32,173
+54%
减持
EL
LAUDER ESTEE COS INC
-$2.3M
28,022
-35%
增持
AAPL
APPLE INC
-$2.2M
392,544
+2%
增持
AMZN
AMAZON COM INC
-$2.2M
85,970
+3%
减持
WMG
WARNER MUSIC GROUP CORP
+$2.1M
368,734
-21%
建仓
MUB
ISHARES TR
+$2.0M
19,072
减持
VTI
VANGUARD INDEX FDS
+$1.9M
307,662
-3%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
27,231
+43%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.5M
64,890
+11%
建仓
—
FTAI AVIATION LTD
+$1.5M
87,291
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
42,363
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
15,812
+25%
减持
PG
PROCTER AND GAMBLE CO
+$1.4M
60,563
-2%
清仓
—
FORTRESS TRANS INFRST INVS L
-$1.3M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$1.3M
13,935
+78%
增持
IVV
ISHARES TR
+$1.2M
8,990
+46%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
68,892
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
20,633
+5%
清仓
—
CITRIX SYS INC
-$1.0M
0
-100%
减持
META
META PLATFORMS INC
-$884.1K
52,193
-1%
增持
MSFT
MICROSOFT CORP
+$880.3K
62,490
+3%
增持
IJH
ISHARES TR
+$851.0K
7,512
+71%
增持
IWM
ISHARES TR
+$849.4K
11,502
+64%
增持
HD
HOME DEPOT INC
+$816.0K
12,784
+9%
增持
DGRO
ISHARES TR
+$778.8K
22,397
+192%
增持
VXUS
VANGUARD STAR FDS
+$778.7K
54,248
+22%
减持
CMCSA
COMCAST CORP NEW
+$756.8K
143,459
-1%
减持
ARVN
ARVINAS INC
-$753.7K
30,000
-25%
减持
—
EXXON MOBIL CORP
+$748.6K
39,833
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$690.5K
89,468
+2%
增持
MRK
MERCK & CO INC
+$661.9K
20,693
+9%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$640.7K
5,054
+27%
减持
TSLA
TESLA INC
-$617.3K
3,643
-9%
增持
MTCH
MATCH GROUP INC NEW
-$611.9K
108,535
+1%
增持
PPLI
IAC INC
-$610.3K
59,813
+1%
建仓
IYF
ISHARES TR
+$609.3K
8,073
增持
MCD
MCDONALDS CORP
+$585.0K
10,348
+11%
减持
CVX
CHEVRON CORP NEW
+$578.8K
18,200
-3%
增持
NFLX
NETFLIX INC
+$570.3K
5,834
+19%
减持
IWF
ISHARES TR
-$558.3K
5,086
-35%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$542.7K
46,626
+6%
建仓
—
LAM RESEARCH CORP
+$506.5K
1,205
减持
GS
GOLDMAN SACHS GROUP INC
+$506.0K
10,140
-0%
增持
ITOT
ISHARES TR
+$498.5K
24,274
+24%
增持
IWD
ISHARES TR
+$469.4K
8,852
+38%
增持
DXCM
DEXCOM INC
+$458.1K
8,885
+31%
增持
PFE
PFIZER INC
+$436.2K
53,204
+2%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$424.0K
0
-100%
增持
EEM
ISHARES TR
+$418.9K
18,334
+132%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$409.7K
13,171
+8%
建仓
DHR
DANAHER CORPORATION
+$400.5K
1,509
减持
COIN
COINBASE GLOBAL INC
-$372.1K
9,944
-11%
增持
IDXX
IDEXX LABS INC
+$363.2K
1,552
+87%
减持
PNC
PNC FINL SVCS GROUP INC
+$360.4K
49,287
-1%
建仓
MTB
M & T BK CORP
+$360.3K
2,484
增持
ORCL
ORACLE CORP
+$330.4K
12,704
+10%
增持
HON
HONEYWELL INTL INC
+$326.3K
4,901
+13%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$325.2K
225
建仓
NVO
NOVO-NORDISK A S
+$324.5K
2,398
减持
DVY
ISHARES TR
+$318.8K
24,236
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$316.8K
19,810
+1%
建仓
IEFA
ISHARES TR
+$304.7K
4,943
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$295.2K
98,707
-6%
清仓
XOP
SPDR SER TR
-$294.0K
0
-100%
减持
PFF
ISHARES TR
-$292.3K
42,179
-15%
增持
MS
MORGAN STANLEY
+$284.6K
44,502
+0%
建仓
SRE
SEMPRA
+$283.9K
1,837
建仓
PODD
INSULET CORP
+$282.9K
961
建仓
MSI
MOTOROLA SOLUTIONS INC
+$281.2K
1,091
增持
CSCO
CISCO SYS INC
+$280.4K
21,104
+16%
建仓
KIM
KIMCO RLTY CORP
+$274.2K
12,947
建仓
AGG
ISHARES TR
+$272.8K
2,813
减持
CI
CIGNA CORP NEW
+$271.8K
5,631
-2%
增持
ARCC
ARES CAPITAL CORP
+$271.0K
164,697
+0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$270.5K
4,964
增持
T
AT&T INC
+$269.6K
72,387
+4%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$264.2K
759,484
-3%
清仓
—
BROOKFIELD ASSET MGMT INC
-$247.0K
0
-100%
建仓
MRNA
MODERNA INC
+$247.0K
1,375
建仓
BN
BROOKFIELD CORP
+$246.3K
7,829
增持
LLY
LILLY ELI & CO
+$241.6K
4,818
+2%
清仓
ARKK
ARK ETF TR
-$240.0K
0
-100%
增持
IYW
ISHARES TR
+$234.2K
14,636
+26%
清仓
MMIT
INDEXIQ ACTIVE ETF TR
-$234.0K
0
-100%
建仓
NKE
NIKE INC
+$233.6K
1,996
建仓
CERS
CERUS CORP
+$229.9K
63,000
建仓
AOS
SMITH A O CORP
+$229.0K
4,000
建仓
IDEV
ISHARES TR
+$227.7K
4,068
增持
SBUX
STARBUCKS CORP
+$222.6K
8,201
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$218.8K
5,038
+4%
建仓
PLD
PROLOGIS INC.
+$218.6K
1,939
建仓
XLP
SELECT SECTOR SPDR TR
+$218.4K
2,930
清仓
DUK
DUKE ENERGY CORP NEW
-$218.0K
0
-100%
建仓
ACWV
ISHARES INC
+$216.8K
2,281
建仓
CGNX
COGNEX CORP
+$216.7K
4,600
清仓
—
ATLASSIAN CORP PLC
-$215.0K
0
-100%
建仓
SHEL
SHELL PLC
+$214.8K
3,772
建仓
ADI
ANALOG DEVICES INC
+$212.1K
1,293
建仓
DFUV
DIMENSIONAL ETF TRUST
+$211.0K
6,303
建仓
ARES
ARES MANAGEMENT CORPORATION
+$207.8K
3,036
增持
SMH
VANECK ETF TRUST
+$206.2K
3,904
+23%
建仓
TROW
PRICE T ROWE GROUP INC
+$202.9K
1,860
建仓
USB
US BANCORP DEL
+$201.5K
4,621
建仓
AES
AES CORP
+$201.3K
7,000
增持
ISRG
INTUITIVE SURGICAL INC
+$198.9K
2,521
+1%
减持
V
VISA INC
+$198.2K
7,298
-2%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$195.7K
115,816
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$195.0K
8,502
+5%
增持
CAT
CATERPILLAR INC
+$183.6K
2,424
+0%
增持
WMT
WALMART INC
+$181.1K
7,343
+11%
减持
ED
CONSOLIDATED EDISON INC
+$178.7K
22,282
-2%
增持
CNQ
CANADIAN NAT RES LTD
+$178.4K
15,800
+5%
增持
MO
ALTRIA GROUP INC
+$178.2K
18,118
+13%
增持
VRAYQ
VIEWRAY INC
+$178.1K
121,000
+21%
增持
DIS
DISNEY WALT CO
+$173.5K
28,263
+17%
减持
BAC
BANK AMERICA CORP
+$169.8K
104,733
-4%
减持
PEP
PEPSICO INC
+$168.6K
13,398
-3%
增持
ESGV
VANGUARD WORLD FD
+$164.2K
7,231
+46%
减持
GLD
SPDR GOLD TR
+$164.1K
12,427
-1%
增持
CMI
CUMMINS INC
+$163.5K
2,111
+23%
减持
BIV
VANGUARD BD INDEX FDS
-$163.4K
4,798
-32%
减持
IWO
ISHARES TR
-$162.2K
1,715
-33%
建仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$161.0K
16,432
增持
KO
COCA COLA CO
+$159.4K
20,978
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$152.7K
39,875
-15%
减持
PYPL
PAYPAL HLDGS INC
-$146.7K
7,656
-5%
增持
NEE
NEXTERA ENERGY INC
+$140.2K
24,931
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$138.9K
2,197
+7%
增持
DE
DEERE & CO
+$136.7K
1,333
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$136.4K
6,995
+19%
增持
INTC
INTEL CORP
+$135.5K
32,482
+16%
增持
QQQ
INVESCO QQQ TR
+$133.6K
16,879
+3%
减持
MDLZ
MONDELEZ INTL INC
+$121.4K
11,693
-3%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$120.0K
10,436
-45%
减持
MGK
VANGUARD WORLD FD
-$119.9K
16,000
-3%
增持
BF/B
BROWN FORMAN CORP
+$119.0K
7,125
+36%
增持
TRV
TRAVELERS COMPANIES INC
+$118.5K
3,448
+0%
