小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 94
减持 34
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
-$13.6M
2,370,763
+2%
减持
AAPL
APPLE INC
-$11.5M
388,930
-3%
增持
GOOGL
ALPHABET INC
+$5.2M
455,864
+0%
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
GOOG
ALPHABET INC
+$5.1M
460,821
+0%
清仓
DRUP
GRANITESHARES ETF TR
-$4.8M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$4.1M
40,398
-20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.3M
1,038,171
+2%
增持
VO
VANGUARD INDEX FDS
-$2.8M
319,279
+1%
增持
VXUS
VANGUARD STAR FDS
+$2.5M
114,083
+80%
增持
VB
VANGUARD INDEX FDS
+$1.9M
132,238
+14%
增持
AMZN
AMAZON COM INC
+$1.8M
106,845
+18%
增持
VYM
VANGUARD WHITEHALL FDS
-$1.6M
821,912
+1%
减持
WMG
WARNER MUSIC GROUP CORP
+$1.6M
335,000
-3%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$1.5M
0
-100%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.5M
90,534
+10%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
45,350
+16%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.1M
76,151
+2%
增持
MSFT
MICROSOFT CORP
-$1.0M
66,652
+3%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
67,988
-3%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$912.8K
792,346
+2%
增持
—
BLACKROCK INC
+$904.6K
1,814
+368%
增持
DFAT
DIMENSIONAL ETF TRUST
+$818.6K
580,246
+5%
增持
XLK
SELECT SECTOR SPDR TR
-$774.9K
95,058
+1%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$759.4K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$747.2K
105,030
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$719.3K
28,428
+157%
增持
META
META PLATFORMS INC
+$683.9K
45,144
+1%
增持
IJK
ISHARES TR
-$620.5K
467,973
+2%
增持
—
EXXON MOBIL CORP
+$594.1K
41,244
+4%
增持
OKE
ONEOK INC NEW
+$527.0K
14,878
+120%
增持
CMCSA
COMCAST CORP NEW
+$515.8K
159,320
+1%
减持
ACVA
ACV AUCTIONS INC
-$431.3K
78,288
-17%
增持
NEE
NEXTERA ENERGY INC
-$399.1K
25,971
+2%
增持
LLY
ELI LILLY & CO
+$398.6K
4,973
+3%
增持
REGN
REGENERON PHARMACEUTICALS
+$368.3K
3,266
+1%
增持
MCD
MCDONALDS CORP
-$364.8K
10,452
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$355.5K
16,338
+58%
增持
UNH
UNITEDHEALTH GROUP INC
+$353.8K
5,381
+10%
增持
VOO
VANGUARD INDEX FDS
+$350.1K
18,422
+9%
减持
VNQ
VANGUARD INDEX FDS
-$330.4K
12,051
-19%
减持
AMT
AMERICAN TOWER CORP NEW
-$324.2K
4,752
-17%
增持
NFLX
NETFLIX INC
-$315.6K
5,369
+1%
清仓
ICLN
ISHARES TR
-$307.3K
0
-100%
减持
MDB
MONGODB INC
-$296.2K
1,834
-19%
增持
HAPN
LENDINGCLUB CORP
-$281.2K
263,372
+36%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$279.3K
52,537
+10%
增持
SHY
ISHARES TR
+$277.2K
6,206
+123%
清仓
LQD
ISHARES TR
-$266.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$264.3K
105,539
+0%
增持
NVO
NOVO-NORDISK A S
+$263.1K
20,336
+107%
减持
T
AT&T INC
-$260.6K
58,155
-18%
清仓
CGNX
COGNEX CORP
-$257.7K
0
-100%
清仓
PODD
INSULET CORP
-$248.3K
0
-100%
建仓
NYT
NEW YORK TIMES CO
+$245.0K
5,947
增持
BX
BLACKSTONE INC
+$244.0K
16,429
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$242.2K
24,067
+0%
清仓
OMC
OMNICOM GROUP INC
-$235.9K
0
-100%
增持
VBK
VANGUARD INDEX FDS
-$235.9K
15,414
+0%
减持
D
DOMINION ENERGY INC
-$232.8K
14,286
-15%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$229.8K
16,589
建仓
PBD
INVESCO EXCH TRADED FD TR II
+$228.5K
14,857
增持
PG
PROCTER AND GAMBLE CO
-$227.5K
65,135
+2%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$222.3K
3,907
增持
VGT
VANGUARD WORLD FDS
-$222.3K
8,244
+0%
增持
NVDA
NVIDIA CORPORATION
+$221.4K
4,784
+9%
增持
PEP
PEPSICO INC
-$218.0K
13,902
+0%
清仓
PLD
PROLOGIS INC.
-$214.1K
0
-100%
清仓
ARKK
ARK ETF TR
-$213.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$211.9K
0
-100%
清仓
SO
SOUTHERN CO
-$211.5K
0
-100%
清仓
FAST
FASTENAL CO
-$206.8K
0
-100%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$205.6K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$202.7K
16,942
+4%
减持
SUB
ISHARES TR
-$202.0K
23,008
-7%
清仓
WTRG
ESSENTIAL UTILS INC
-$200.5K
0
-100%
增持
MRK
MERCK & CO INC
-$194.6K
21,973
+3%
增持
VTI
VANGUARD INDEX FDS
+$193.3K
331,125
+4%
减持
ORCL
ORACLE CORP
-$192.7K
12,464
-2%
增持
CVX
CHEVRON CORP NEW
+$191.5K
16,924
+0%
减持
ARVN
ARVINAS INC
-$190.5K
20,000
-15%
减持
ED
CONSOLIDATED EDISON INC
-$183.0K
22,651
-3%
增持
RTX
RTX CORPORATION
-$170.2K
8,774
+7%
增持
MS
MORGAN STANLEY
-$162.8K
44,422
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$156.1K
132,579
-2%
增持
IVV
ISHARES TR
-$151.9K
10,095
+0%
增持
PFE
PFIZER INC
-$149.5K
50,086
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$147.7K
9,500
-5%
增持
IJH
ISHARES TR
+$146.4K
10,050
+11%
减持
IDXX
IDEXX LABS INC
-$144.5K
1,452
-6%
增持
COST
COSTCO WHSL CORP NEW
+$144.4K
3,264
+3%
增持
ESGU
ISHARES TR
-$143.6K
136,538
+3%
增持
AXP
AMERICAN EXPRESS CO
-$133.7K
7,783
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$127.6K
21,829
+0%
清仓
WBD
WARNER BROS DISCOVERY INC
-$126.5K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$125.4K
5,239
-0%
增持
IVE
ISHARES TR
+$122.5K
4,167
+30%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$122.4K
5,200
+1%
减持
TXN
TEXAS INSTRS INC
-$117.8K
1,321
-27%
增持
QQQ
INVESCO QQQ TR
+$113.7K
16,603
+5%
增持
DIS
DISNEY WALT CO
-$112.8K
26,786
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$111.1K
10,210
+21%
增持
VBR
VANGUARD INDEX FDS
+$111.0K
31,373
+6%
增持
BAC
BANK AMERICA CORP
-$109.0K
106,876
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$108.9K
99,017
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$103.3K
6,421
+34%
减持
MMM
3M CO
-$103.1K
3,099
-21%
减持
V
VISA INC
-$96.6K
6,728
-3%
减持
LIT
GLOBAL X FDS
-$96.4K
8,082
-3%
减持
YUM
YUM BRANDS INC
-$93.9K
2,146
-18%
增持
DVY
ISHARES TR
-$93.7K
24,659
+2%
增持
ABBV
ABBVIE INC
+$93.1K
6,470
+0%
增持
—
ACTIVISION BLIZZARD INC
+$92.4K
9,854
+0%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$89.5K
0
-100%
增持
PSX
PHILLIPS 66
+$88.7K
3,535
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$87.4K
23,195
+16%
增持
HSY
HERSHEY CO
-$84.9K
1,722
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$84.2K
5,005
+0%
增持
IWF
ISHARES TR
+$83.5K
7,314
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$81.3K
13,377
-0%
增持
HD
HOME DEPOT INC
-$81.0K
12,577
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$75.8K
8,073
-12%
增持
MGK
VANGUARD WORLD FD
-$75.0K
18,465
+2%
增持
CAT
CATERPILLAR INC
+$73.9K
2,728
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$73.8K
77,191
+2%
减持
INTC
INTEL CORP
+$73.3K
39,499
-1%
减持
ARCC
ARES CAPITAL CORP
+$70.9K
123,573
-1%
增持
KO
COCA COLA CO
-$70.7K
21,147
+2%
减持
SMH
VANECK ETF TRUST
-$70.1K
6,289
-2%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$69.6K
6,239
-5%
增持
MUB
ISHARES TR
-$68.1K
19,392
+1%
增持
IWM
ISHARES TR
-$67.8K
11,938
+3%
减持
PFF
ISHARES TR
-$65.7K
17,795
-9%
增持
WMT
WALMART INC
+$60.5K
7,696
+3%
增持
VTV
VANGUARD INDEX FDS
+$57.9K
4,062
+15%
增持
MO
ALTRIA GROUP INC
-$57.2K
17,848
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$50.8K
3,884
+1%
减持
TRV
TRAVELERS COMPANIES INC
-$48.1K
3,026
-3%
增持
SBUX
STARBUCKS CORP
+$48.0K
9,458
+15%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$44.6K
5,769
+23%
增持
CSX
CSX CORP
-$43.4K
13,060
+0%
清仓
VRAYQ
VIEWRAY INC
-$42.6K
0
-100%
增持
CSCO
CISCO SYS INC
+$41.6K
20,319
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$41.4K
47,062
+12%
减持
QCOM
QUALCOMM INC
-$40.3K
4,729
-0%
减持
BND
VANGUARD BD INDEX FDS
-$40.0K
8,583
-2%
增持
TGT
TARGET CORP
-$39.9K
1,905
+0%
增持
IWD
ISHARES TR
-$39.2K
10,947
+2%
增持
DHR
DANAHER CORPORATION
+$39.1K
1,714
+7%
减持
BDX
BECTON DICKINSON & CO
-$39.0K
4,132
-1%
增持
TSLA
TESLA INC
+$38.5K
4,279
+9%
