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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 90
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
+$24.0M
2,373,538
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$20.0M
1,063,857
+2%
增持
VTI
VANGUARD INDEX FDS
+$12.4M
348,776
+5%
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
VO
VANGUARD INDEX FDS
+$9.0M
324,663
+2%
增持
AAPL
APPLE INC
+$8.6M
390,341
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.4M
826,605
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.6M
106,164
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.9M
600,078
+3%
增持
MSFT
MICROSOFT CORP
+$4.7M
68,584
+3%
增持
GOOG
ALPHABET INC
+$4.3M
461,373
+0%
增持
GOOGL
ALPHABET INC
+$4.2M
456,915
+0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$3.9M
96,761
+7%
增持
IJK
ISHARES TR
+$3.4M
470,173
+0%
增持
VB
VANGUARD INDEX FDS
+$3.4M
132,950
+1%
增持
VUG
VANGUARD INDEX FDS
+$2.9M
49,200
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$2.9M
96,077
+1%
增持
AMZN
AMAZON COM INC
+$2.8M
108,065
+1%
减持
META
META PLATFORMS INC
+$2.4M
44,956
-0%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
20,512
+11%
增持
ESGU
ISHARES TR
+$1.6M
137,879
+1%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
130,924
+15%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
42,971
+1%
清仓
—
ARES ACQUISITION CORPORATION
-$1.1M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.0M
16,985
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$998.9K
19,156
+198%
增持
VBR
VANGUARD INDEX FDS
+$972.8K
33,209
+6%
增持
EFA
ISHARES TR
+$960.9K
21,501
+125%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$922.8K
79,540
+3%
清仓
—
ACTIVISION BLIZZARD INC
-$922.7K
0
-100%
减持
WMG
WARNER MUSIC GROUP CORP
+$849.7K
317,650
-5%
增持
IVV
ISHARES TR
+$768.7K
10,686
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$751.5K
25,745
+7%
增持
BAC
BANK AMERICA CORP
+$718.0K
108,235
+1%
增持
IJH
ISHARES TR
+$715.2K
11,622
+16%
清仓
—
VMWARE INC
-$677.4K
0
-100%
减持
HAPN
LENDINGCLUB CORP
+$664.1K
259,801
-1%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$658.2K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$653.6K
9,687
+24%
增持
MGK
VANGUARD WORLD FD
+$608.9K
18,491
+0%
增持
HD
HOME DEPOT INC
+$591.8K
12,674
+1%
增持
—
EXXON MOBIL CORP
-$591.5K
42,588
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$580.0K
132,384
-0%
增持
JNJ
JOHNSON & JOHNSON
+$570.3K
71,197
+5%
增持
NVDA
NVIDIA CORPORATION
+$568.5K
5,350
+12%
增持
VBK
VANGUARD INDEX FDS
+$565.8K
15,995
+4%
增持
IWM
ISHARES TR
+$562.0K
13,313
+12%
减持
VGT
VANGUARD WORLD FDS
+$549.6K
8,203
-0%
增持
MS
MORGAN STANLEY
+$532.9K
44,620
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$522.1K
52,658
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$511.2K
106,618
+1%
减持
INTC
INTEL CORP
+$504.0K
37,974
-4%
减持
DIBS
1STDIBS COM INC
+$477.1K
670,065
-8%
减持
ACVA
ACV AUCTIONS INC
-$461.2K
48,000
-39%
减持
GS
GOLDMAN SACHS GROUP INC
+$454.7K
9,147
-4%
增持
BNY
BANK NEW YORK MELLON CORP
+$447.2K
31,886
+12%
增持
WFC
WELLS FARGO CO NEW
+$439.2K
32,182
+15%
增持
IJR
ISHARES TR
+$434.6K
16,218
+16%
减持
—
FTAI AVIATION LTD
+$433.2K
75,972
-13%
增持
BX
BLACKSTONE INC
+$398.1K
16,485
+0%
增持
PFE
PFIZER INC
+$394.9K
71,422
+43%
减持
EL
LAUDER ESTEE COS INC
-$394.5K
37,231
-8%
增持
—
BLACKROCK INC
+$371.3K
1,902
+5%
减持
NFLX
NETFLIX INC
+$358.4K
4,900
-9%
增持
MCD
MCDONALDS CORP
+$357.5K
10,492
+0%
增持
ROST
ROSS STORES INC
+$357.3K
13,964
+0%
清仓
BTT
BLACKROCK MUN TARGET TERM TR
-$351.2K
0
-100%
增持
GLD
SPDR GOLD TR
+$347.9K
13,452
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$347.3K
13,599
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$341.0K
5,469
+3%
建仓
IXUS
ISHARES TR
+$332.4K
5,120
增持
COST
COSTCO WHSL CORP NEW
+$327.1K
3,289
+1%
增持
IWF
ISHARES TR
+$315.7K
7,458
+2%
增持
CVX
CHEVRON CORP NEW
-$314.2K
17,026
+1%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$312.3K
0
-100%
增持
ITOT
ISHARES TR
+$307.0K
25,670
+1%
减持
ARCC
ARES CAPITAL CORP
-$306.4K
104,823
-15%
增持
UNP
UNION PAC CORP
+$298.9K
5,327
+7%
建仓
—
TOTALENERGIES SE
+$292.0K
4,333
清仓
FTCHQ
FARFETCH LTD
-$285.6K
0
-100%
清仓
—
BANK AMERICA CORP
-$282.9K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$281.6K
0
-100%
清仓
FIP
FTAI INFRASTRUCTURE INC
-$280.1K
0
-100%
增持
IVW
ISHARES TR
+$274.5K
13,826
+24%
增持
UNH
UNITEDHEALTH GROUP INC
+$270.8K
5,668
+5%
建仓
MCB
METROPOLITAN BK HLDG CORP
+$269.6K
4,868
建仓
NVS
NOVARTIS AG
+$267.2K
2,646
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$265.9K
0
-100%
增持
V
VISA INC
+$264.5K
6,960
+3%
增持
IYW
ISHARES TR
+$259.8K
14,558
+0%
建仓
ARKK
ARK ETF TR
+$251.7K
4,806
增持
LLY
ELI LILLY & CO
+$244.7K
5,002
+1%
减持
AMT
AMERICAN TOWER CORP NEW
+$240.9K
4,735
-0%
建仓
USB
US BANCORP DEL
+$231.6K
5,351
减持
BA
BOEING CO
+$231.2K
3,380
-0%
建仓
DVYE
ISHARES INC
+$231.2K
8,728
建仓
VFVA
VANGUARD WELLINGTON FD
+$228.4K
2,027
建仓
FAST
FASTENAL CO
+$227.1K
3,506
建仓
IAT
ISHARES TR
+$224.1K
5,357
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$222.3K
0
-100%
增持
ESGV
VANGUARD WORLD FD
+$219.0K
10,061
+19%
清仓
MKC
MCCORMICK & CO INC
-$218.8K
0
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$215.7K
1,069
建仓
OMC
OMNICOM GROUP INC
+$214.6K
2,480
建仓
BN
BROOKFIELD CORP
+$214.3K
5,342
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$212.8K
1,322
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$212.0K
4,000
增持
PTON
PELOTON INTERACTIVE INC
+$211.1K
202,900
+0%
建仓
IWS
ISHARES TR
+$210.3K
1,809
增持
REGN
REGENERON PHARMACEUTICALS
+$207.9K
3,297
+1%
建仓
TWLO
TWILIO INC
+$207.8K
2,739
清仓
NUV
NUVEEN MUN VALUE FD INC
-$206.5K
0
-100%
建仓
ABT
ABBOTT LABS
+$205.5K
1,867
增持
CL
COLGATE PALMOLIVE CO
+$202.0K
14,107
+9%
建仓
DUOL
DUOLINGO INC
+$200.5K
884
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$199.4K
3,788
+3%
增持
SMH
VANECK ETF TRUST
+$193.5K
6,321
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$193.3K
12,030
+18%
减持
DG
DOLLAR GEN CORP NEW
+$192.6K
6,434
-0%
减持
CSCO
CISCO SYS INC
-$188.5K
17,891
-12%
增持
IVE
ISHARES TR
+$177.7K
4,709
+13%
增持
IWD
ISHARES TR
+$170.6K
11,090
+1%
增持
MELI
MERCADOLIBRE INC
+$165.9K
492
+3%
增持
XLC
SELECT SECTOR SPDR TR
+$163.3K
22,581
+0%
减持
MO
ALTRIA GROUP INC
-$156.8K
14,717
-18%
增持
DEO
DIAGEO PLC
+$155.4K
7,665
+19%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$145.5K
21,857
+0%
减持
QCOM
QUALCOMM INC
+$145.3K
4,636
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$141.0K
7,728
+27%
减持
DIS
DISNEY WALT CO
+$139.8K
25,593
-4%
减持
IWB
ISHARES TR
+$134.6K
5,561
-1%
增持
MUB
ISHARES TR
+$133.2K
19,570
+1%
增持
PBD
INVESCO EXCH TRADED FD TR II
+$133.1K
22,647
+52%
增持
ED
CONSOLIDATED EDISON INC
+$125.9K
22,681
+0%
增持
PG
PROCTER AND GAMBLE CO
+$122.6K
65,669
+1%
增持
PEP
PEPSICO INC
+$119.3K
14,571
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$118.7K
2,264
+8%
减持
MRK
MERCK & CO INC
+$117.9K
21,831
-1%
增持
RTX
RTX CORPORATION
+$115.3K
8,876
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$114.7K
2,513
+0%
减持
MAR
MARRIOTT INTL INC NEW
+$111.9K
3,927
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$110.8K
41,750
-5%
增持
AMGN
AMGEN INC
+$109.4K
4,664
+2%
减持
HON
HONEYWELL INTL INC
+$107.8K
4,828
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$107.7K
45,432
+1%
增持
—
UNILEVER PLC
+$105.6K
13,592
+21%
增持
TRV
TRAVELERS COMPANIES INC
+$101.9K
3,130
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$101.6K
17,053
+1%
减持
DVY
ISHARES TR
+$96.6K
23,468
-5%
增持
AMAT
APPLIED MATLS INC
+$95.7K
2,585
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$90.7K
23,065
-1%
