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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 30
增持 94
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$19.8M
1,101,241
+4%
增持
SDY
SPDR SER TR
+$16.7M
2,387,293
+1%
增持
VTI
VANGUARD INDEX FDS
+$14.9M
375,495
+8%
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
AMZN
AMAZON COM INC
+$11.6M
155,114
+44%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.3M
855,959
+4%
增持
VO
VANGUARD INDEX FDS
+$8.5M
336,240
+4%
增持
IJK
ISHARES TR
+$6.5M
479,510
+2%
增持
AAPL
APPLE INC
-$6.3M
401,372
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
108,349
+2%
增持
GOOG
ALPHABET INC
+$5.5M
463,460
+0%
增持
GOOGL
ALPHABET INC
+$5.4M
458,469
+0%
减持
META
META PLATFORMS INC
+$5.3M
43,675
-3%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$5.2M
102,968
+6%
增持
MSFT
MICROSOFT CORP
+$4.5M
72,066
+5%
增持
VB
VANGUARD INDEX FDS
+$4.0M
141,675
+7%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
53,737
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.8M
628,078
+5%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
5,856
+9%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
23,386
+14%
增持
JPM
JPMORGAN CHASE & CO
+$2.3M
47,730
+11%
增持
ESGU
ISHARES TR
+$2.2M
144,804
+5%
增持
EL
LAUDER ESTEE COS INC
+$2.1M
49,091
+32%
增持
XLK
SELECT SECTOR SPDR TR
+$1.8M
97,357
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
25,587
-1%
增持
MUB
ISHARES TR
+$1.5M
34,092
+74%
建仓
AVGO
BROADCOM INC
+$1.5M
1,160
增持
—
EXXON MOBIL CORP
+$1.5M
49,793
+17%
增持
UNP
UNION PAC CORP
+$1.5M
11,499
+116%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.4M
88,274
+11%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
67,422
+3%
增持
IVV
ISHARES TR
+$1.3M
12,107
+13%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
146,396
+12%
增持
LLY
ELI LILLY & CO
+$1.2M
5,330
+7%
减持
WMG
WARNER MUSIC GROUP CORP
-$1.1M
310,000
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$1.1M
34,390
+80%
增持
NSC
NORFOLK SOUTHN CORP
+$1.1M
5,610
+268%
增持
IWF
ISHARES TR
+$1.1M
9,834
+32%
增持
WFC
WELLS FARGO CO NEW
+$1.0M
44,667
+39%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
21,680
-48%
增持
HD
HOME DEPOT INC
+$941.5K
13,904
+10%
建仓
CART
MAPLEBEAR INC
+$932.3K
25,000
减持
—
FTAI AVIATION LTD
-$902.3K
38,972
-49%
增持
VBR
VANGUARD INDEX FDS
+$892.7K
35,800
+8%
增持
MRK
MERCK & CO INC
+$892.0K
24,797
+14%
建仓
VTEI
VANGUARD MUN BD FDS
+$853.6K
8,517
增持
QQQ
INVESCO QQQ TR
+$846.6K
17,572
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$799.0K
15,831
+16%
减持
DIS
DISNEY WALT CO
+$745.1K
24,975
-2%
增持
GLD
SPDR GOLD TR
+$743.1K
16,113
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$729.0K
2,721
+69%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$695.0K
2,168
建仓
MKC
MCCORMICK & CO INC
+$684.6K
8,913
增持
JNJ
JOHNSON & JOHNSON
+$666.8K
74,760
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$665.6K
133,980
+1%
建仓
NOC
NORTHROP GRUMMAN CORP
+$657.2K
1,373
建仓
GLW
CORNING INC
+$640.9K
19,445
增持
VTV
VANGUARD INDEX FDS
+$608.4K
7,432
+85%
增持
IJH
ISHARES TR
+$601.5K
62,935
+442%
增持
NFLX
NETFLIX INC
+$595.7K
4,909
+0%
增持
WMT
WALMART INC
+$543.2K
29,232
+279%
增持
IWD
ISHARES TR
+$526.3K
13,170
+19%
增持
IVW
ISHARES TR
+$514.0K
18,384
+33%
增持
MGK
VANGUARD WORLD FD
+$505.8K
18,507
+0%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$497.6K
731,342
-3%
清仓
GNL
GLOBAL NET LEASE INC
-$497.5K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$480.8K
110,253
+3%
增持
BAC
BANK AMERICA CORP
+$471.1K
108,529
+0%
减持
DBX
DROPBOX INC
-$464.4K
15,000
-47%
增持
AMGN
AMGEN INC
+$463.5K
6,355
+36%
清仓
ARVN
ARVINAS INC
-$452.8K
0
-100%
建仓
XBNYX
BLACKROCK N Y MUN INCOME TRU
+$449.5K
42,406
减持
NVO
NOVO-NORDISK A S
+$448.4K
19,877
-2%
增持
COST
COSTCO WHSL CORP NEW
+$432.1K
3,553
+8%
减持
COIN
COINBASE GLOBAL INC
+$428.9K
7,691
-17%
增持
VBK
VANGUARD INDEX FDS
+$423.7K
16,458
+3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$409.7K
52,735
+0%
减持
TSLA
TESLA INC
-$395.2K
3,806
-11%
增持
AXP
AMERICAN EXPRESS CO
+$391.8K
9,691
+0%
建仓
DUK
DUKE ENERGY CORP NEW
+$380.1K
3,930
减持
PTON
PELOTON INTERACTIVE INC
-$377.9K
200,181
-1%
增持
YUM
YUM BRANDS INC
+$377.6K
4,746
+121%
增持
XLE
SELECT SECTOR SPDR TR
+$377.0K
19,137
+12%
建仓
VUSB
VANGUARD BD INDEX FDS
+$371.6K
7,500
增持
VGT
VANGUARD WORLD FD
+$369.8K
8,277
+1%
增持
QCOM
QUALCOMM INC
+$369.3K
6,142
+32%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$355.6K
14,522
+65%
建仓
MET
METLIFE INC
+$355.6K
4,798
建仓
BUG
GLOBAL X FDS
+$342.8K
11,523
增持
MS
MORGAN STANLEY
+$325.0K
47,641
+7%
增持
IWM
ISHARES TR
+$324.8K
14,250
+7%
增持
PEP
PEPSICO INC
+$322.2K
15,982
+10%
增持
NEE
NEXTERA ENERGY INC
+$322.0K
29,152
+15%
建仓
IUSV
ISHARES TR
+$320.6K
3,545
减持
PNC
PNC FINL SVCS GROUP INC
+$319.8K
48,916
-0%
增持
IJR
ISHARES TR
+$315.4K
18,739
+16%
建仓
CME
CME GROUP INC
+$313.2K
1,455
建仓
VOE
VANGUARD INDEX FDS
+$305.4K
1,959
减持
ACVA
ACV AUCTIONS INC
-$304.9K
22,500
-53%
增持
GS
GOLDMAN SACHS GROUP INC
+$295.2K
9,155
+0%
增持
ITOT
ISHARES TR
+$291.3K
25,954
+1%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$291.1K
4,608
增持
KLAC
KLA CORP
+$286.8K
1,023
+39%
增持
TXN
TEXAS INSTRS INC
+$284.3K
2,897
+124%
增持
REGN
REGENERON PHARMACEUTICALS
+$279.5K
3,299
+0%
增持
HON
HONEYWELL INTL INC
+$277.1K
6,283
+30%
减持
MCD
MCDONALDS CORP
-$277.1K
10,051
-4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$275.4K
5,482
+0%
减持
SMH
VANECK ETF TRUST
+$271.8K
6,121
-3%
清仓
MCB
METROPOLITAN BK HLDG CORP
-$269.6K
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$266.8K
2,388
增持
GE
GENERAL ELECTRIC CO
+$257.1K
5,205
+1%
增持
TGT
TARGET CORP
+$255.6K
2,983
+56%
增持
IYW
ISHARES TR
+$246.9K
15,059
+3%
建仓
PML
PIMCO MUN INCOME FD II
+$245.0K
28,828
建仓
URI
UNITED RENTALS INC
+$240.1K
333
增持
V
VISA INC
+$239.2K
7,350
+6%
建仓
UBER
UBER TECHNOLOGIES INC
+$236.8K
3,076
增持
VZ
VERIZON COMMUNICATIONS INC
+$232.3K
42,392
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$230.9K
24,938
+14%
增持
SCHD
SCHWAB STRATEGIC TR
+$230.1K
14,212
+18%
清仓
PVH
PVH CORPORATION
-$229.5K
0
-100%
增持
CSCO
CISCO SYS INC
+$228.1K
22,678
+27%
建仓
C
CITIGROUP INC
+$226.5K
3,582
增持
OWL
BLUE OWL CAPITAL INC
+$224.4K
32,200
+25%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$223.8K
3,000
建仓
QLTY
2023 ETF SERIES TRUST II
+$220.6K
7,427
建仓
CCI
CROWN CASTLE INC
+$218.0K
2,060
增持
CRM
SALESFORCE INC
+$215.1K
1,947
+38%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$212.8K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$211.8K
49,775
+10%
建仓
AMP
AMERIPRISE FINL INC
+$210.5K
480
建仓
MIDD
MIDDLEBY CORP
+$209.0K
1,300
增持
VEA
VANGUARD TAX-MANAGED FDS
+$208.2K
26,172
+13%
清仓
TWLO
TWILIO INC
-$207.8K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$207.8K
1,273
增持
XLC
SELECT SECTOR SPDR TR
+$207.6K
22,635
+0%
减持
MTCH
MATCH GROUP INC NEW
-$205.3K
103,535
-5%
建仓
GD
GENERAL DYNAMICS CORP
+$200.6K
710
增持
PAVE
GLOBAL X FDS
+$199.0K
32,947
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$198.9K
2,951
+30%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$196.5K
55,511
增持
CAT
CATERPILLAR INC
+$193.7K
2,733
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$191.6K
97,037
-3%
增持
NVS
NOVARTIS AG
+$184.7K
4,671
+77%
增持
MA
MASTERCARD INCORPORATED
+$179.3K
1,278
+25%
建仓
TCPC
BLACKROCK TCP CAPITAL CORP
+$174.3K
16,710
增持
CVX
CHEVRON CORP NEW
+$171.3K
17,186
+1%
清仓
—
BLACKROCK CAP INVT CORP
-$168.7K
0
-100%
减持
ABBV
ABBVIE INC
+$167.8K
6,615
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$167.5K
25,956
+4%
