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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 85
减持 42
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$12.9M
402,449
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.4M
1,013,351
+2%
增持
GOOG
ALPHABET INC
+$9.8M
459,831
+4%
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
+$7.5M
455,145
+0%
增持
VTI
VANGUARD INDEX FDS
+$6.6M
318,417
+2%
增持
VO
VANGUARD INDEX FDS
+$4.6M
314,647
+3%
增持
SDY
SPDR SER TR
+$4.1M
2,335,155
+2%
增持
MSFT
MICROSOFT CORP
+$3.8M
64,845
+2%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$3.2M
82,224
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$3.1M
102,972
-1%
增持
AMZN
AMAZON COM INC
+$3.0M
90,535
+7%
增持
VB
VANGUARD INDEX FDS
+$2.6M
116,066
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$2.5M
94,086
+3%
增持
IJK
ISHARES TR
+$2.3M
459,025
+2%
减持
META
META PLATFORMS INC
+$2.2M
44,842
-11%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.1M
553,844
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
24,013
+17%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.5M
75,703
+24%
增持
NVO
NOVO-NORDISK A S
+$1.2M
9,802
+309%
增持
ESGU
ISHARES TR
+$1.2M
133,038
+2%
减持
VUG
VANGUARD INDEX FDS
+$1.0M
39,243
-3%
增持
JNJ
JOHNSON & JOHNSON
+$880.2K
70,180
+1%
增持
NVDA
NVIDIA CORPORATION
+$844.1K
4,396
+20%
清仓
IAT
ISHARES TR
-$758.1K
0
-100%
增持
PTON
PELOTON INTERACTIVE INC
-$738.6K
202,885
+0%
增持
VOO
VANGUARD INDEX FDS
+$729.9K
16,903
+3%
增持
IVV
ISHARES TR
+$720.9K
10,067
+10%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$707.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$686.6K
42,364
+1%
增持
EL
LAUDER ESTEE COS INC
+$674.1K
50,398
+35%
减持
ARCC
ARES CAPITAL CORP
-$672.5K
124,273
-24%
增持
DIBS
1STDIBS COM INC
+$672.3K
730,427
+41%
增持
LLY
LILLY ELI & CO
+$645.6K
4,846
+2%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$611.6K
12,000
减持
QQQ
INVESCO QQQ TR
+$611.4K
15,794
-3%
清仓
KRE
SPDR SER TR
-$606.5K
0
-100%
减持
DIS
DISNEY WALT CO
-$593.2K
25,580
-11%
增持
CMCSA
COMCAST CORP NEW
+$581.3K
157,605
+0%
增持
MGK
VANGUARD WORLD FD
+$562.1K
18,123
+0%
增持
IWF
ISHARES TR
+$556.3K
6,766
+27%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$523.7K
44,000
-19%
增持
VXUS
VANGUARD STAR FDS
+$491.9K
63,523
+14%
增持
DRUP
GRANITESHARES ETF TR
+$462.5K
118,942
+0%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$455.7K
777,788
+2%
增持
PG
PROCTER AND GAMBLE CO
+$446.9K
64,110
+3%
减持
NFLX
NETFLIX INC
+$438.0K
5,319
-4%
减持
VGT
VANGUARD WORLD FDS
+$430.8K
8,239
-1%
清仓
ASH
ASHLAND INC
-$410.8K
0
-100%
增持
IJH
ISHARES TR
+$407.8K
9,024
+16%
减持
MDB
MONGODB INC
+$393.4K
2,264
-2%
增持
VBR
VANGUARD INDEX FDS
+$384.7K
29,581
+4%
建仓
KLAC
KLA CORP
+$356.5K
735
增持
IWD
ISHARES TR
+$348.6K
10,779
+21%
建仓
AMAT
APPLIED MATLS INC
+$337.4K
2,334
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$333.8K
105,469
+4%
增持
VBK
VANGUARD INDEX FDS
+$331.6K
15,397
+4%
减持
PFE
PFIZER INC
-$325.8K
49,368
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$325.3K
16,368
-18%
清仓
DVN
DEVON ENERGY CORP NEW
-$310.7K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$309.6K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$307.7K
1,355
+112%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$293.0K
47,598
+1%
增持
MRK
MERCK & CO INC
+$281.5K
21,290
+4%
减持
ACVA
ACV AUCTIONS INC
+$269.7K
93,788
-10%
减持
DG
DOLLAR GEN CORP NEW
-$268.2K
6,447
-0%
清仓
NKE
NIKE INC
-$254.4K
0
-100%
增持
INTC
INTEL CORP
+$246.3K
39,799
+20%
增持
XLC
SELECT SECTOR SPDR TR
+$246.2K
22,131
+7%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$244.6K
256
建仓
OMC
OMNICOM GROUP INC
+$235.9K
2,480
清仓
MRNA
MODERNA INC
-$226.5K
0
-100%
建仓
SHY
ISHARES TR
+$225.3K
2,779
增持
TSLA
TESLA INC
+$225.1K
3,943
+1%
增持
IJR
ISHARES TR
+$224.5K
13,609
+16%
减持
VYM
VANGUARD WHITEHALL FDS
+$223.7K
815,843
-0%
清仓
XLP
SELECT SECTOR SPDR TR
-$219.4K
0
-100%
增持
T
AT&T INC
-$217.6K
71,100
+1%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$217.2K
0
-100%
清仓
AVGO
BROADCOM INC
-$216.9K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$213.5K
2,508
-1%
建仓
SHEL
SHELL PLC
+$209.6K
3,472
减持
ARVN
ARVINAS INC
-$209.0K
23,500
-19%
建仓
FAST
FASTENAL CO
+$206.8K
3,506
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$205.6K
4,000
增持
MCD
MCDONALDS CORP
+$204.4K
10,450
+0%
清仓
BN
BROOKFIELD CORP
-$201.4K
0
-100%
减持
IYW
ISHARES TR
+$199.1K
14,306
-2%
增持
HSY
HERSHEY CO
+$195.8K
1,720
+87%
增持
ITOT
ISHARES TR
+$184.6K
24,442
+0%
减持
ABBV
ABBVIE INC
-$174.8K
6,467
-1%
减持
GLD
SPDR GOLD TR
-$171.4K
12,574
-5%
减持
LSPD
LIGHTSPEED COMMERCE INC
+$171.0K
107,012
-1%
清仓
—
WHEELS UP EXPERIENCE INC
-$166.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$165.6K
3,157
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$163.2K
135,085
-8%
减持
UPS
UNITED PARCEL SERVICE INC
-$158.9K
5,255
-7%
增持
—
LAM RESEARCH CORP
+$140.4K
1,212
+1%
增持
CL
COLGATE PALMOLIVE CO
+$137.2K
12,972
+13%
减持
HD
HOME DEPOT INC
+$137.0K
12,495
-2%
增持
BA
BOEING CO
+$136.7K
3,390
+24%
增持
IWM
ISHARES TR
+$135.2K
11,629
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$125.0K
4,991
+19%
减持
PYPL
PAYPAL HLDGS INC
-$123.8K
6,858
-10%
减持
SUB
ISHARES TR
-$121.0K
24,689
-4%
增持
IVW
ISHARES TR
+$120.6K
11,301
+7%
建仓
—
NEW YORK CMNTY BANCORP INC
+$119.7K
10,653
减持
WFC
WELLS FARGO CO NEW
-$119.0K
27,607
-20%
减持
—
BANK AMERICA CORP
-$118.1K
257
-28%
增持
VYMI
VANGUARD WHITEHALL FDS
+$117.6K
10,373
+19%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$117.6K
3,657
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$117.1K
20,067
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$116.5K
5,135
+13%
减持
CVX
CHEVRON CORP NEW
-$113.8K
16,920
-1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$110.8K
32,500
-19%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$107.1K
5,067
+0%
增持
MS
MORGAN STANLEY
-$103.3K
44,388
+0%
增持
IWB
ISHARES TR
+$101.7K
5,431
+0%
增持
BX
BLACKSTONE INC
+$96.5K
16,308
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$96.4K
994
-2%
减持
MELI
MERCADOLIBRE INC
-$94.3K
499
-4%
增持
DVY
ISHARES TR
-$93.2K
24,254
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$89.4K
48,983
-1%
增持
SMH
VANECK ETF TRUST
+$88.3K
6,449
+90%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$85.0K
9,185
-15%
增持
BDX
BECTON DICKINSON & CO
+$84.4K
4,194
+2%
增持
CSX
CSX CORP
+$83.7K
13,049
+8%
减持
DXCM
DEXCOM INC
+$80.6K
8,660
-3%
增持
NOBL
PROSHARES TR
+$79.0K
4,722
+18%
增持
AMGN
AMGEN INC
-$78.7K
4,591
+1%
减持
MTB
M & T BK CORP
-$78.3K
1,769
-29%
增持
RC
READY CAPITAL CORP
+$78.2K
47,933
+5%
增持
WMT
WALMART INC
+$73.2K
7,445
+0%
增持
NEE
NEXTERA ENERGY INC
-$72.9K
25,431
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$71.6K
42,126
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$71.5K
11,895
+27%
减持
TGT
TARGET CORP
-$69.8K
1,899
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$69.2K
21,807
+3%
减持
MAR
MARRIOTT INTL INC NEW
+$64.7K
3,936
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$63.7K
5,701
-0%
增持
VOT
VANGUARD INDEX FDS
+$63.1K
3,443
+4%
减持
PFF
ISHARES TR
-$60.4K
19,471
-8%
减持
GE
GENERAL ELECTRIC CO
+$59.4K
5,124
-3%
增持
PEP
PEPSICO INC
+$56.8K
13,894
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.5K
13,419
+1%
增持
ESGV
VANGUARD WORLD FD
+$53.3K
7,796
+0%
增持
MDLZ
MONDELEZ INTL INC
+$52.2K
11,892
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$51.2K
8,419
+10%
增持
DEO
DIAGEO PLC
-$48.2K
6,442
+0%
增持
CAT
CATERPILLAR INC
+$47.3K
2,727
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$46.4K
9,989
-0%
