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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 78
减持 50
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.2M
395,135
+1%
减持
GOOGL
ALPHABET INC
+$6.8M
453,100
-1%
减持
GOOG
ALPHABET INC
+$6.5M
440,390
-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
VIG
VANGUARD SPECIALIZED FUNDS
+$5.9M
994,458
+3%
增持
SDY
SPDR SER TR
+$5.3M
2,281,035
+3%
增持
VTI
VANGUARD INDEX FDS
+$4.7M
311,147
+1%
减持
META
META PLATFORMS INC
+$4.4M
50,168
-4%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$4.0M
76,840
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$4.0M
104,036
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.5M
818,130
+7%
增持
MSFT
MICROSOFT CORP
+$3.3M
63,528
+2%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
40,389
+26%
增持
VO
VANGUARD INDEX FDS
+$3.1M
306,636
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$2.7M
91,755
+3%
增持
EL
LAUDER ESTEE COS INC
+$2.3M
37,422
+34%
增持
VB
VANGUARD INDEX FDS
+$2.1M
107,906
+8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.1M
530,714
+8%
增持
IJK
ISHARES TR
+$1.9M
449,470
+1%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$1.6M
108,012
减持
AMZN
AMAZON COM INC
+$1.6M
84,977
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.5M
49,243
-0%
减持
WMG
WARNER MUSIC GROUP CORP
-$1.4M
343,734
-7%
增持
JNJ
JOHNSON & JOHNSON
-$1.4M
69,265
+1%
增持
ESGU
ISHARES TR
+$1.4M
130,509
+6%
增持
CMCSA
COMCAST CORP NEW
+$950.5K
157,405
+10%
增持
MGK
VANGUARD WORLD FD
+$949.5K
18,105
+13%
减持
—
FTAI AVIATION LTD
+$937.3K
86,972
-0%
减持
QQQ
INVESCO QQQ TR
+$728.6K
16,275
-4%
减持
XLF
SELECT SECTOR SPDR TR
-$684.9K
146,716
-7%
增持
NVDA
NVIDIA CORPORATION
+$637.2K
3,656
+41%
减持
PFF
ISHARES TR
-$625.1K
21,224
-50%
增持
VOO
VANGUARD INDEX FDS
+$599.0K
16,365
+3%
减持
PFE
PFIZER INC
-$589.5K
52,369
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$586.0K
60,981
+3%
增持
VGT
VANGUARD WORLD FDS
+$552.8K
8,333
+0%
建仓
BIL
SPDR SER TR
+$505.8K
5,509
减持
CVX
CHEVRON CORP NEW
-$490.6K
17,015
-7%
增持
DRUP
GRANITESHARES ETF TR
+$459.5K
118,918
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$455.6K
101,080
+2%
增持
BAC
BANK AMERICA CORP
-$453.1K
105,441
+1%
增持
DIS
DISNEY WALT CO
+$421.4K
28,732
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$411.9K
3,427
+56%
增持
VBK
VANGUARD INDEX FDS
+$411.2K
14,813
+6%
增持
BSV
VANGUARD BD INDEX FDS
+$371.9K
16,316
+40%
增持
BND
VANGUARD BD INDEX FDS
+$364.7K
9,238
+109%
增持
TSLA
TESLA INC
+$358.3K
3,890
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$355.0K
4,900
-3%
增持
DIBS
1STDIBS COM INC
-$350.7K
518,761
+9%
建仓
—
TIDAL ETF TR
+$337.6K
23,361
减持
HAPN
LENDINGCLUB CORP
-$334.8K
193,622
-2%
建仓
ICLN
ISHARES TR
+$330.1K
16,688
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$322.7K
10,865
+119%
减持
COIN
COINBASE GLOBAL INC
+$319.3K
9,934
-0%
增持
IVV
ISHARES TR
+$312.0K
9,161
+2%
减持
DVN
DEVON ENERGY CORP NEW
-$310.6K
6,139
-39%
减持
REGN
REGENERON PHARMACEUTICALS
+$305.3K
3,228
-1%
增持
GLD
SPDR GOLD TR
+$304.9K
13,170
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$304.4K
46,944
+1%
减持
HD
HOME DEPOT INC
-$293.6K
12,688
-1%
增持
IWB
ISHARES TR
+$289.9K
5,426
+23%
清仓
MCB
METROPOLITAN BK HLDG CORP
-$285.6K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$281.2K
0
-100%
建仓
CRM
SALESFORCE INC
+$277.9K
1,391
增持
VXUS
VANGUARD STAR FDS
+$264.8K
55,614
+3%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$262.8K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$257.0K
8,684
+84%
增持
BX
BLACKSTONE INC
+$242.1K
16,162
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$236.9K
10,991
+70%
建仓
PVH
PVH CORPORATION
+$234.8K
2,634
清仓
BBT
BERKSHIRE HILLS BANCORP INC
-$234.5K
0
-100%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$234.3K
9,397
减持
ARVN
ARVINAS INC
-$234.0K
29,000
-3%
减持
DG
DOLLAR GEN CORP NEW
-$232.5K
6,475
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$231.8K
17,923
+30%
建仓
EZU
ISHARES INC
+$227.7K
5,052
增持
INTC
INTEL CORP
+$226.1K
33,199
+2%
建仓
ARKK
ARK ETF TR
+$220.1K
5,457
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$217.2K
4,440
建仓
AVGO
BROADCOM INC
+$216.9K
338
增持
IWF
ISHARES TR
+$216.0K
5,344
+5%
清仓
SHEL
SHELL PLC
-$214.8K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$213.8K
9,991
-1%
清仓
—
AVANGRID INC
-$208.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$206.1K
42,013
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$205.5K
43,560
+9%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$204.9K
2,091
建仓
—
SPOTIFY TECHNOLOGY S A
+$204.0K
1,527
清仓
USB
US BANCORP DEL
-$201.5K
0
-100%
清仓
AES
AES CORP
-$201.3K
0
-100%
减持
STWD
STARWOOD PPTY TR INC
-$189.3K
17,501
-36%
增持
MCD
MCDONALDS CORP
+$186.9K
10,421
+1%
减持
NFLX
NETFLIX INC
+$184.6K
5,514
-5%
增持
VBR
VANGUARD INDEX FDS
+$183.8K
28,396
+4%
减持
XLC
SELECT SECTOR SPDR TR
+$182.4K
20,598
-2%
增持
KRE
SPDR SER TR
-$181.5K
13,829
+3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$168.9K
100,717
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$159.5K
5,672
+3%
增持
VXF
VANGUARD INDEX FDS
+$159.4K
3,363
+43%
减持
SUB
ISHARES TR
-$148.3K
25,694
-6%
增持
ITOT
ISHARES TR
+$148.3K
24,370
+0%
增持
WFC
WELLS FARGO CO NEW
+$148.1K
34,704
+25%
减持
—
EXXON MOBIL CORP
-$147.5K
38,720
-3%
减持
LLY
LILLY ELI & CO
-$135.5K
4,738
-2%
增持
IJH
ISHARES TR
+$134.7K
7,802
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$134.4K
42,125
-6%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$128.2K
26,372
+31%
减持
CVS
CVS HEALTH CORP
-$127.5K
4,189
-11%
增持
NEE
NEXTERA ENERGY INC
-$124.4K
25,426
+2%
减持
MRK
MERCK & CO INC
-$120.7K
20,446
-1%
增持
—
ACTIVISION BLIZZARD INC
+$120.0K
9,849
+4%
减持
MMM
3M CO
-$114.8K
4,162
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$114.6K
13,282
+1%
减持
HON
HONEYWELL INTL INC
-$114.4K
4,897
-0%
减持
TRV
TRAVELERS COMPANIES INC
-$111.3K
3,122
-9%
减持
MS
MORGAN STANLEY
+$110.5K
44,352
-0%
增持
RC
READY CAPITAL CORP
+$103.2K
45,477
+41%
增持
PG
PROCTER AND GAMBLE CO
+$102.2K
62,419
+3%
减持
SMH
VANECK ETF TRUST
+$101.4K
3,395
-13%
增持
PEP
PEPSICO INC
+$96.2K
13,805
+3%
减持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$92.2K
77,816
-33%
减持
BNY
BANK NEW YORK MELLON CORP
-$91.9K
11,078
-15%
增持
FDX
FEDEX CORP
+$91.7K
1,656
+0%
增持
—
BED BATH & BEYOND INC
-$83.3K
40,037
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$81.8K
5,060
+0%
增持
DVY
ISHARES TR
-$81.7K
24,246
+0%
减持
IJT
ISHARES TR
-$81.7K
6,596
-12%
增持
ESGV
VANGUARD WORLD FD
+$81.3K
7,775
+8%
增持
D
DOMINION ENERGY INC
-$80.3K
15,560
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$78.8K
19,968
+1%
增持
IJR
ISHARES TR
+$78.2K
11,702
+5%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$77.2K
762,451
+0%
清仓
PAYO
PAYONEER GLOBAL INC
-$77.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$76.4K
3,087
-3%
减持
NSC
NORFOLK SOUTHN CORP
-$74.8K
1,336
-8%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$73.7K
18,094
+21%
减持
QCOM
QUALCOMM INC
+$73.4K
4,742
-2%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$71.6K
9,633
-2%
减持
—
BANK AMERICA CORP
-$66.8K
359
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.2K
21,119
-1%
增持
PAVE
GLOBAL X FDS
+$64.3K
32,205
+1%
减持
UNP
UNION PAC CORP
-$63.9K
5,120
-3%
增持
SYK
STRYKER CORPORATION
+$63.8K
1,259
+4%
增持
—
AON PLC
+$63.6K
2,220
+5%
增持
LQD
ISHARES TR
+$63.5K
2,460
+26%
增持
MTB
M & T BK CORP
-$63.0K
2,486
+0%
减持
CSCO
CISCO SYS INC
+$58.9K
20,360
-4%
增持
IVW
ISHARES TR
+$57.6K
10,579
+0%
减持
WBD
WARNER BROS DISCOVERY INC
+$56.3K
10,054
-0%
增持
WMT
WALMART INC
+$55.9K
7,440
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$52.4K
3,965
-3%
