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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 80
减持 34
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
+$40.4M
2,461,997
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$22.7M
1,153,657
+2%
增持
VTI
VANGUARD INDEX FDS
+$12.6M
416,251
+6%
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
AAPL
APPLE INC
+$12.1M
407,584
+4%
增持
VO
VANGUARD INDEX FDS
+$10.8M
363,854
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.2M
895,371
+2%
增持
MSFT
MICROSOFT CORP
+$8.3M
95,231
+30%
增持
MAIN
MAIN STR CAP CORP
+$6.2M
127,996
+3098%
增持
VB
VANGUARD INDEX FDS
+$5.4M
157,106
+7%
增持
GOOGL
ALPHABET INC
-$4.6M
477,201
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$4.4M
113,378
+2%
增持
META
META PLATFORMS INC
+$4.3M
46,010
+5%
增持
GOOG
ALPHABET INC
-$4.1M
485,289
+4%
增持
ESGU
ISHARES TR
+$3.1M
161,994
+11%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
28,583
+18%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.8M
113,861
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.7M
656,627
+1%
增持
QQQ
INVESCO QQQ TR
+$2.5M
24,033
+24%
增持
VUG
VANGUARD INDEX FDS
+$2.2M
63,147
+7%
增持
IJK
ISHARES TR
+$2.2M
484,617
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
64,307
+49%
增持
XLF
SELECT SECTOR SPDR TR
+$1.7M
171,038
+16%
增持
VXUS
VANGUARD STAR FDS
+$1.6M
168,551
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.5M
132,241
+14%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.5M
47,491
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
24,903
+0%
增持
VBR
VANGUARD INDEX FDS
+$1.2M
38,811
+7%
减持
—
FTAI AVIATION LTD
+$1.2M
38,972
-0%
减持
JNJ
JOHNSON & JOHNSON
+$1.0M
71,175
-1%
增持
GLD
SPDR GOLD TR
+$950.5K
18,362
+12%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$874.3K
109,353
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$854.5K
66,232
+25%
增持
VOT
VANGUARD INDEX FDS
+$820.0K
6,887
+85%
清仓
DG
DOLLAR GEN CORP NEW
-$803.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$800.1K
16,594
+0%
增持
VOE
VANGUARD INDEX FDS
+$799.5K
6,526
+233%
增持
PPLI
IAC INC
+$725.9K
64,911
+10%
减持
HAPN
LENDINGCLUB CORP
+$714.5K
254,801
-2%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$709.6K
17,000
增持
VT
VANGUARD INTL EQUITY INDEX F
+$696.3K
57,594
+5%
增持
DIBS
1STDIBS COM INC
+$685.8K
869,612
+24%
增持
GS
GOLDMAN SACHS GROUP INC
+$639.8K
9,315
+6%
减持
BAC
BANK AMERICA CORP
-$635.7K
94,676
-14%
清仓
AMAT
APPLIED MATLS INC
-$626.7K
0
-100%
增持
IWF
ISHARES TR
+$591.9K
11,420
+13%
建仓
DAL
DELTA AIR LINES INC DEL
+$583.6K
11,490
增持
BNY
BANK NEW YORK MELLON CORP
+$578.0K
33,534
+10%
减持
HD
HOME DEPOT INC
+$564.6K
11,702
-4%
减持
PG
PROCTER AND GAMBLE CO
+$553.8K
67,171
-0%
增持
APO
APOLLO GLOBAL MGMT INC
+$542.0K
76,320
+0%
减持
ACRE
ARES COML REAL ESTATE CORP
-$535.3K
20,847
-80%
增持
BX
BLACKSTONE INC
+$493.6K
16,634
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$484.2K
47,559
+1%
减持
COIN
COINBASE GLOBAL INC
-$474.9K
6,678
-11%
增持
IVV
ISHARES TR
+$467.4K
12,408
+1%
增持
ORCL
ORACLE CORP
+$466.3K
13,739
+3%
减持
LLY
ELI LILLY & CO
-$465.0K
4,830
-8%
清仓
CART
MAPLEBEAR INC
-$450.0K
0
-100%
建仓
CARS
CARS COM INC
+$448.2K
26,745
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$439.1K
702,784
-3%
减持
KLAC
KLA CORP
-$438.4K
522
-49%
增持
TJX
TJX COS INC NEW
+$425.6K
8,263
+67%
增持
—
EXXON MOBIL CORP
+$418.8K
69,825
+4%
增持
IVW
ISHARES TR
+$398.3K
21,277
+20%
增持
VTV
VANGUARD INDEX FDS
+$397.2K
10,752
+17%
减持
CMCSA
COMCAST CORP NEW
+$378.3K
162,474
-1%
增持
IWM
ISHARES TR
+$377.0K
15,230
+3%
减持
NEE
NEXTERA ENERGY INC
+$363.0K
28,849
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$362.2K
26,964
+8%
减持
WMT
WALMART INC
+$358.2K
29,351
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$354.6K
5,806
-3%
清仓
PBD
INVESCO EXCH TRADED FD TR II
-$354.6K
0
-100%
建仓
ICLN
ISHARES TR
+$336.8K
22,928
减持
MS
MORGAN STANLEY
+$333.2K
47,795
-0%
减持
AXP
AMERICAN EXPRESS CO
+$331.0K
9,843
-3%
减持
INTC
INTEL CORP
-$326.1K
42,317
-1%
增持
VBK
VANGUARD INDEX FDS
+$323.2K
16,709
+1%
增持
DVY
ISHARES TR
+$322.6K
22,834
+0%
减持
MCD
MCDONALDS CORP
+$318.6K
8,990
-5%
增持
DEO
DIAGEO PLC
+$313.8K
9,627
+17%
增持
VTEI
VANGUARD MUN BD FDS
+$307.3K
22,890
+13%
减持
—
LAM RESEARCH CORP
-$304.8K
1,203
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$301.0K
25,853
-1%
建仓
CEG
CONSTELLATION ENERGY CORP
+$300.8K
1,157
建仓
HOOD
ROBINHOOD MKTS INC
+$298.1K
12,728
建仓
IWP
ISHARES TR
+$280.1K
2,388
增持
TSLA
TESLA INC
+$277.9K
3,893
+4%
清仓
ACVA
ACV AUCTIONS INC
-$273.8K
0
-100%
增持
ARCC
ARES CAPITAL CORP
+$272.4K
118,573
+12%
减持
IDXX
IDEXX LABS INC
-$266.4K
873
-40%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$265.3K
6,684
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$261.4K
3,121
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$260.1K
3,000
增持
VNQ
VANGUARD INDEX FDS
+$256.9K
13,449
+7%
建仓
SRLN
SSGA ACTIVE ETF TR
+$256.1K
6,132
增持
VEA
VANGUARD TAX-MANAGED FDS
+$255.9K
31,239
+11%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$252.6K
6,991
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$251.1K
44,608
增持
IJR
ISHARES TR
+$248.4K
19,518
+2%
增持
PYPL
PAYPAL HLDGS INC
+$245.0K
7,899
+23%
建仓
XLP
SELECT SECTOR SPDR TR
+$244.6K
2,947
减持
CRWD
CROWDSTRIKE HLDGS INC
-$238.7K
2,115
-3%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$238.0K
2,253
增持
MRK
MERCK & CO INC
-$233.0K
27,387
+1%
建仓
CCI
CROWN CASTLE INC
+$232.4K
1,959
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$232.0K
1,095
建仓
VV
VANGUARD INDEX FDS
+$227.6K
865
增持
IWD
ISHARES TR
+$227.6K
12,635
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$226.0K
2,798
+3%
清仓
WSM
WILLIAMS SONOMA INC
-$225.9K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$225.6K
4,608
-46%
增持
EL
LAUDER ESTEE COS INC
-$224.5K
46,410
+2%
增持
COST
COSTCO WHSL CORP NEW
+$224.0K
3,755
+3%
增持
RTX
RTX CORPORATION
+$222.4K
9,433
+3%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$219.8K
0
-100%
减持
UNP
UNION PAC CORP
+$218.6K
11,243
-0%
建仓
IYR
ISHARES TR
+$218.2K
2,142
建仓
XLV
SELECT SECTOR SPDR TR
+$218.0K
1,416
增持
VZ
VERIZON COMMUNICATIONS INC
+$216.6K
43,347
+3%
清仓
CGNX
COGNEX CORP
-$215.1K
0
-100%
清仓
DOW
DOW INC
-$213.4K
0
-100%
建仓
EES
WISDOMTREE TR
+$213.1K
4,040
建仓
BBT
BERKSHIRE HILLS BANCORP INC
+$211.2K
7,844
建仓
ALL
ALLSTATE CORP
+$211.2K
1,114
建仓
IWC
ISHARES TR
+$210.9K
1,710
增持
GE
GE AEROSPACE
+$207.6K
6,791
+1%
增持
ITOT
ISHARES TR
+$207.3K
26,107
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$204.6K
4,207
+5%
建仓
FNDX
SCHWAB STRATEGIC TR
+$200.8K
2,798
增持
DGRO
ISHARES TR
+$200.7K
21,547
+8%
建仓
PODD
INSULET CORP
+$200.4K
861
减持
NVDA
NVIDIA CORPORATION
-$197.9K
58,885
-1%
增持
MGK
VANGUARD WORLD FD
+$196.1K
18,702
+1%
减持
—
BLACKROCK INC
+$193.3K
1,569
-5%
减持
QCOM
QUALCOMM INC
-$188.3K
6,258
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$180.8K
5,627
-1%
增持
AVGO
BROADCOM INC
+$172.7K
11,770
+917%
减持
AMT
AMERICAN TOWER CORP NEW
+$171.7K
5,131
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$171.2K
5,456
-1%
增持
DUOL
DUOLINGO INC
+$168.9K
1,734
+13%
增持
WINN
HARBOR ETF TRUST
+$167.0K
18,470
+53%
增持
CAT
CATERPILLAR INC
+$158.6K
2,727
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$152.6K
15,053
+5%
减持
CVX
CHEVRON CORP NEW
-$151.9K
14,923
-1%
减持
ED
CONSOLIDATED EDISON INC
+$148.0K
22,416
-8%
建仓
VTRS
VIATRIS INC
+$146.0K
12,574
减持
ABBV
ABBVIE INC
+$143.8K
6,181
-2%
增持
GEV
GE VERNOVA INC
+$142.3K
1,684
+1%
增持
—
UNILEVER PLC
+$141.0K
14,135
+0%
增持
PAVE
GLOBAL X FDS
+$139.4K
33,019
+0%
