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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 88
减持 21
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SER TR
-$17.3M
2,516,645
+2%
增持
PPLI
IAC INC
+$14.8M
424,238
+554%
增持
GOOG
ALPHABET INC
+$13.0M
494,220
+2%
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
VTI
VANGUARD INDEX FDS
+$12.6M
450,194
+8%
增持
GOOGL
ALPHABET INC
+$11.3M
477,566
+0%
增持
AAPL
APPLE INC
+$7.8M
410,573
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.8M
1,201,685
+4%
增持
VB
VANGUARD INDEX FDS
+$6.4M
181,655
+16%
增持
AMZN
AMAZON COM INC
+$5.4M
158,456
+0%
增持
VO
VANGUARD INDEX FDS
+$4.8M
381,640
+5%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$3.9M
118,083
+4%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
35,193
+23%
增持
VUG
VANGUARD INDEX FDS
+$3.8M
68,310
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
117,196
+3%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.5M
78,677
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.9M
922,665
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.6M
53,223
+661%
减持
EL
LAUDER ESTEE COS INC
-$2.4M
29,095
-37%
增持
VXUS
VANGUARD STAR FDS
+$2.3M
224,939
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
49,504
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$1.8M
196,770
+15%
增持
VV
VANGUARD INDEX FDS
+$1.6M
6,815
+688%
建仓
BLK
BLACKROCK INC
+$1.6M
1,570
增持
—
CHUBB LIMITED
+$1.6M
8,281
+230%
清仓
—
BLACKROCK INC
-$1.5M
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.5M
116,563
+7%
减持
DIBS
1STDIBS COM INC
-$1.4M
687,210
-21%
增持
QQQ
INVESCO QQQ TR
+$1.4M
25,589
+6%
增持
ARCC
ARES CAPITAL CORP
+$1.2M
168,073
+42%
增持
JNJ
JOHNSON & JOHNSON
-$1.2M
71,606
+1%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.1M
3,298
-1%
增持
MAIN
MAIN STR CAP CORP
+$1.1M
128,170
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.1M
31,692
+417%
增持
MS
MORGAN STANLEY
+$1.1M
48,030
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
60,877
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
25,938
+0%
清仓
—
LAM RESEARCH CORP
-$981.8K
0
-100%
增持
NFLX
NETFLIX INC
+$978.5K
5,032
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$959.1K
80,273
+25%
增持
ESGU
ISHARES TR
+$891.9K
165,598
+2%
建仓
LRCX
LAM RESEARCH CORP
+$868.9K
12,030
增持
META
META PLATFORMS INC
+$857.6K
46,448
+1%
增持
VGT
VANGUARD WORLD FD
+$854.9K
9,206
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$846.6K
9,532
+2%
减持
—
EXXON MOBIL CORP
-$845.1K
68,232
-2%
减持
PTON
PELOTON INTERACTIVE INC
+$804.7K
200,181
-0%
增持
BX
BLACKSTONE INC
+$743.2K
19,084
+15%
增持
ORCL
ORACLE CORP
+$740.2K
18,491
+35%
增持
DIS
DISNEY WALT CO
+$739.3K
28,013
+13%
增持
VBK
VANGUARD INDEX FDS
+$670.5K
18,346
+10%
增持
WFC
WELLS FARGO CO NEW
+$643.4K
45,477
+1%
建仓
BHF
BRIGHTHOUSE FINL INC
+$643.0K
13,384
建仓
IWV
ISHARES TR
+$631.8K
1,890
减持
HAPN
LENDINGCLUB CORP
+$630.0K
218,801
-14%
减持
AVGO
BROADCOM INC
+$609.2K
11,385
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$591.3K
96,872
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$587.4K
48,567
+2%
增持
IWB
ISHARES TR
+$576.1K
7,143
+30%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$554.3K
3,131
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$550.7K
154,710
+17%
增持
CMCSA
COMCAST CORP NEW
-$545.5K
166,295
+2%
建仓
COF
CAPITAL ONE FINL CORP
+$539.2K
3,024
减持
IJK
ISHARES TR
-$537.5K
484,036
-0%
建仓
EFT
EATON VANCE FLTING RATE INC
+$528.0K
41,152
增持
MTCH
MATCH GROUP INC NEW
-$526.1K
103,690
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$522.1K
665,654
+1%
建仓
ETHA
ISHARES ETHEREUM TR
+$518.2K
20,491
增持
OWL
BLUE OWL CAPITAL INC
+$510.7K
43,433
+68%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$503.2K
700,564
-0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$501.1K
6,142
清仓
—
TIDAL ETF TR
-$485.4K
0
-100%
建仓
SFY
TIDAL ETF TR
+$484.4K
4,451
增持
TRV
TRAVELERS COMPANIES INC
+$479.5K
5,095
+60%
减持
TSLA
TESLA INC
+$468.8K
3,683
-5%
增持
IWF
ISHARES TR
+$467.8K
11,840
+4%
增持
MUB
ISHARES TR
+$451.1K
38,576
+15%
增持
SUB
ISHARES TR
+$448.3K
26,404
+20%
增持
MET
METLIFE INC
+$441.8K
10,445
+108%
建仓
IWY
ISHARES TR
+$432.1K
1,837
增持
—
VIMEO INC
+$426.1K
129,815
+62%
增持
VTV
VANGUARD INDEX FDS
+$419.5K
13,564
+26%
增持
MGK
VANGUARD WORLD FD
+$406.9K
18,719
+0%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$373.5K
8,921
增持
LLY
ELI LILLY & CO
+$373.1K
6,026
+25%
增持
IVW
ISHARES TR
+$361.9K
23,630
+11%
增持
CSCO
CISCO SYS INC
+$353.8K
28,783
+13%
建仓
VHT
VANGUARD WORLD FD
+$353.1K
1,392
增持
VTEI
VANGUARD MUN BD FDS
+$351.6K
26,842
+17%
清仓
BF/B
BROWN FORMAN CORP
-$350.6K
0
-100%
增持
MRK
MERCK & CO INC
-$348.6K
27,759
+1%
清仓
CVS
CVS HEALTH CORP
-$344.1K
0
-100%
清仓
LIT
GLOBAL X FDS
-$338.0K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
-$332.2K
22,436
+0%
增持
V
VISA INC
+$329.1K
7,620
+1%
建仓
SCHG
SCHWAB STRATEGIC TR
+$319.9K
11,480
建仓
GBDC
GOLUB CAP BDC INC
+$315.0K
20,777
增持
WMT
WALMART INC
+$312.5K
29,691
+1%
减持
DEO
DIAGEO PLC
-$309.5K
8,193
-15%
建仓
SHW
SHERWIN WILLIAMS CO
+$304.9K
897
清仓
SRE
SEMPRA
-$285.4K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$281.5K
65,571
-1%
清仓
URI
UNITED RENTALS INC
-$269.6K
0
-100%
建仓
DOCS
DOXIMITY INC
+$266.9K
5,000
减持
INTC
INTEL CORP
-$266.7K
36,210
-14%
增持
FDX
FEDEX CORP
+$266.4K
2,597
+53%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$266.3K
2,815
+1%
增持
CI
THE CIGNA GROUP
-$263.7K
4,051
+2%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$260.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$252.3K
2,655
-24%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$251.1K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$250.3K
2,055
+54%
清仓
—
ARISTA NETWORKS INC
-$249.1K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$247.6K
3,271
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$244.3K
16,989
-22%
减持
PFF
ISHARES TR
-$243.6K
10,095
-40%
减持
VBR
VANGUARD INDEX FDS
-$243.4K
38,092
-2%
增持
IJH
ISHARES TR
+$241.3K
62,925
+7%
建仓
MSTR
MICROSTRATEGY INC
+$233.7K
807
清仓
CCI
CROWN CASTLE INC
-$232.4K
0
-100%
建仓
IOO
ISHARES TR
+$229.1K
2,273
建仓
HACK
AMPLIFY ETF TR
+$226.2K
3,036
减持
DAL
DELTA AIR LINES INC DEL
-$221.2K
5,990
-48%
增持
ABT
ABBOTT LABS
+$219.5K
4,004
+96%
清仓
SHY
ISHARES TR
-$218.3K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$218.0K
0
-100%
建仓
IWN
ISHARES TR
+$217.9K
1,327
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$217.7K
95,931
+0%
建仓
XLY
SELECT SECTOR SPDR TR
+$214.9K
958
减持
COIN
COINBASE GLOBAL INC
+$213.8K
5,653
-15%
建仓
EVR
EVERCORE INC
+$208.6K
752
增持
UNP
UNION PAC CORP
-$206.7K
11,246
+0%
建仓
COP
CONOCOPHILLIPS
+$203.7K
2,054
清仓
FNDX
SCHWAB STRATEGIC TR
-$200.8K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$200.4K
23,452
+2%
增持
PEP
PEPSICO INC
-$198.3K
15,231
+3%
减持
WMG
WARNER MUSIC GROUP CORP
-$195.5K
286,550
-1%
增持
WINN
HARBOR ETF TRUST
+$192.1K
24,445
+32%
增持
IVV
ISHARES TR
+$190.0K
12,481
+1%
增持
NEE
NEXTERA ENERGY INC
-$188.5K
31,387
+9%
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$181.5K
0
-100%
增持
MSFT
MICROSOFT CORP
-$179.5K
96,793
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$175.7K
44,286
+2%
增持
TXN
TEXAS INSTRS INC
+$175.0K
4,345
+40%
增持
CRM
SALESFORCE INC
+$170.8K
2,434
+4%
增持
VOT
VANGUARD INDEX FDS
+$170.5K
7,280
+6%
增持
BNY
BANK NEW YORK MELLON CORP
+$168.4K
33,557
+0%
增持
KO
COCA COLA CO
-$161.9K
17,419
+0%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$156.7K
58,011
+5%
增持
COST
COSTCO WHSL CORP NEW
+$151.3K
3,799
+1%
增持
PYPL
PAYPAL HLDGS INC
+$150.9K
8,989
+14%
