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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 108
减持 15
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$32.6M
480,339
+1%
增持
AAPL
APPLE INC
+$24.9M
435,529
+4%
减持
GOOG
ALPHABET INC
+$24.3M
459,393
-7%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$17.5M
1,288,827
+1%
增持
NVDA
NVIDIA CORPORATION
+$17.5M
154,124
+116%
增持
VTI
VANGUARD INDEX FDS
+$16.9M
497,237
+3%
增持
SDY
SPDR SERIES TRUST
+$14.5M
2,667,060
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.6M
977,909
+1%
增持
VO
VANGUARD INDEX FDS
+$8.0M
429,499
+2%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$7.4M
137,787
+4%
增持
QQQ
INVESCO QQQ TR
+$5.9M
34,343
+28%
增持
VUG
VANGUARD INDEX FDS
+$5.4M
77,973
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$5.1M
113,594
-0%
增持
VXUS
VANGUARD STAR FDS
+$5.1M
434,584
+12%
增持
MSFT
MICROSOFT CORP
+$4.9M
106,199
+5%
减持
PPLI
IAC INC
-$4.2M
265,098
-25%
增持
META
META PLATFORMS INC
+$4.2M
52,436
+13%
增持
VB
VANGUARD INDEX FDS
+$3.9M
189,246
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.5M
731,470
+1%
增持
VTEI
VANGUARD MUN BD FDS
+$3.3M
235,218
+14%
增持
AMZN
AMAZON COM INC
+$3.3M
183,976
+9%
增持
JNJ
JOHNSON & JOHNSON
+$3.0M
78,050
+4%
增持
LLY
ELI LILLY & CO
+$2.9M
10,845
+58%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
8,119
+74%
增持
XLK
SELECT SECTOR SPDR TR
+$2.9M
97,431
+0%
增持
IJK
ISHARES TR
+$2.6M
508,196
+0%
增持
VOO
VANGUARD INDEX FDS
+$2.6M
40,471
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$2.5M
60,542
+463%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
57,423
+6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.3M
74,369
+49%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
5,152
+347%
增持
ESGU
ISHARES TR
+$1.9M
176,241
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.8M
134,100
+2%
增持
HD
HOME DEPOT INC
+$1.8M
16,343
+23%
减持
WMG
WARNER MUSIC GROUP CORP
+$1.5M
260,150
-3%
增持
NFLX
NETFLIX INC
+$1.5M
9,177
+30%
增持
BIV
VANGUARD BD INDEX FDS
+$1.5M
107,166
+20%
增持
ORCL
ORACLE CORP
+$1.4M
20,086
+4%
增持
GLD
SPDR GOLD TR
+$1.4M
27,656
+0%
清仓
—
SPORTRADAR GROUP AG
-$1.4M
0
-100%
增持
MCD
MCDONALDS CORP
+$1.3M
13,391
+42%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
23,979
+4%
增持
RTX
RTX CORPORATION
+$1.2M
16,241
+58%
增持
AVGO
BROADCOM INC
+$1.2M
13,226
+16%
增持
BA
BOEING CO
+$1.2M
9,254
+147%
增持
BX
BLACKSTONE INC
+$1.2M
27,427
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
8,574
+48%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.1M
39,385
+13%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
65,928
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
45,349
+73%
增持
WFC
WELLS FARGO CO NEW
+$1.1M
57,328
+23%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
9,741
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$966.6K
32,198
+3%
增持
MRK
MERCK & CO INC
+$961.6K
38,492
+34%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$914.0K
168,357
+2%
增持
MS
MORGAN STANLEY
+$880.0K
48,409
+0%
增持
CAT
CATERPILLAR INC
+$867.2K
4,076
+47%
增持
WM
WASTE MGMT INC DEL
+$859.6K
6,970
+135%
增持
VBR
VANGUARD INDEX FDS
+$857.9K
50,316
+2%
增持
WMT
WALMART INC
+$841.3K
38,920
+20%
减持
CMCSA
COMCAST CORP NEW
-$837.1K
185,605
-1%
增持
AXP
AMERICAN EXPRESS CO
+$834.4K
13,774
+17%
增持
VGT
VANGUARD WORLD FD
+$814.3K
9,709
+0%
增持
WINN
HARBOR ETF TRUST
+$763.9K
89,178
+29%
增持
IVV
ISHARES TR
+$750.0K
14,197
+1%
增持
INTC
INTEL CORP
+$723.3K
45,041
+28%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$700.9K
13,961
+30%
增持
APO
APOLLO GLOBAL MGMT INC
-$685.6K
79,967
+0%
减持
MGK
VANGUARD WORLD FD
+$665.3K
19,339
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$657.0K
14,110
+82%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$651.5K
3,549
+66%
增持
TSLA
TESLA INC
+$637.1K
4,907
+1%
建仓
VTIP
VANGUARD MALVERN FDS
+$616.3K
12,173
建仓
—
EATON CORP PLC
+$614.5K
1,642
增持
MAIN
MAIN STR CAP CORP
+$586.6K
128,660
+0%
建仓
COP
CONOCOPHILLIPS
+$583.3K
6,167
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$580.1K
0
-100%
清仓
BHF
BRIGHTHOUSE FINL INC
-$563.7K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$563.4K
21,678
+49%
增持
AMGN
AMGEN INC
+$526.5K
7,998
+29%
减持
IWF
ISHARES TR
+$500.1K
12,432
-1%
增持
ROST
ROSS STORES INC
+$498.4K
14,946
+7%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$481.9K
629,773
-4%
增持
MO
ALTRIA GROUP INC
+$479.4K
23,654
+28%
增持
BAC
BANK AMERICA CORP
+$476.0K
90,648
+2%
增持
JEF
JEFFERIES FINL GROUP INC
+$475.9K
19,835
+32%
减持
MTCH
MATCH GROUP INC NEW
-$473.8K
97,042
-23%
建仓
DAL
DELTA AIR LINES INC DEL
+$468.0K
8,247
减持
LSPD
LIGHTSPEED COMMERCE INC
-$452.9K
69,286
-35%
增持
CRM
SALESFORCE INC
+$451.3K
5,369
+78%
增持
DEO
DIAGEO PLC
+$450.4K
9,948
+101%
增持
XLF
SELECT SECTOR SPDR TR
+$438.8K
238,569
+1%
增持
TJX
TJX COS INC NEW
+$438.8K
13,289
+11%
增持
EFAV
ISHARES TR
+$428.1K
10,120
+98%
减持
HAPN
LENDINGCLUB CORP
+$426.3K
195,801
-8%
增持
ABBV
ABBVIE INC
+$412.9K
7,213
+6%
增持
VBK
VANGUARD INDEX FDS
+$410.0K
18,574
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$407.0K
40,864
+14%
增持
CVX
CHEVRON CORP NEW
+$404.6K
17,028
+9%
增持
GE
GE AEROSPACE
+$401.5K
7,659
+4%
增持
IWM
ISHARES TR
+$394.2K
13,901
+1%
建仓
MPC
MARATHON PETE CORP
+$377.0K
1,956
建仓
EXPE
EXPEDIA GROUP INC
+$358.2K
1,676
增持
IYW
ISHARES TR
+$357.0K
15,798
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$355.6K
1,763
-34%
增持
NEE
NEXTERA ENERGY INC
+$353.6K
39,517
+4%
增持
—
EXXON MOBIL CORP
+$351.6K
70,557
+0%
增持
ETHA
ISHARES ETHEREUM TR
+$345.1K
23,224
+15%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$339.1K
8,655
增持
DE
DEERE & CO
+$338.1K
2,338
+63%
增持
EEM
ISHARES TR
+$335.9K
19,091
+35%
建仓
FSLR
FIRST SOLAR INC
+$328.4K
1,489
增持
PSX
PHILLIPS 66
+$325.8K
5,217
+62%
增持
DIBS
1STDIBS COM INC
+$323.7K
695,379
+29%
增持
HWM
HOWMET AEROSPACE INC
+$322.6K
3,084
+103%
增持
MMM
3M CO
+$319.6K
5,254
+61%
建仓
—
DUPONT DE NEMOURS INC
+$305.1K
3,916
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$298.9K
60,748
+0%
增持
ITOT
ISHARES TR
+$297.2K
27,031
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$291.4K
24,882
+2%
清仓
WPC
WP CAREY INC
-$285.3K
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
+$282.7K
7,028
-9%
增持
NVO
NOVO-NORDISK A S
-$271.5K
21,084
+1%
减持
ARCC
ARES CAPITAL CORP
-$271.1K
174,621
-0%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$270.4K
5,328
+99%
建仓
GTLS
CHART INDS INC
+$266.2K
1,330
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$264.3K
3,167
增持
EFA
ISHARES TR
+$264.1K
27,604
+7%
清仓
EFT
EATON VANCE FLTING RATE INC
-$264.0K
0
-100%
增持
—
TOTALENERGIES SE
+$262.8K
9,625
+90%
增持
C
CITIGROUP INC
+$259.6K
7,544
+27%
建仓
LDOS
LEIDOS HOLDINGS INC
+$259.3K
1,372
建仓
—
NXP SEMICONDUCTORS N V
+$256.9K
1,128
建仓
SLV
ISHARES SILVER TR
+$255.4K
6,027
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$255.1K
5,432
建仓
OXY
OCCIDENTAL PETE CORP
+$252.9K
5,353
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$250.9K
6,722
+77%
增持
VV
VANGUARD INDEX FDS
+$248.0K
7,122
+4%
建仓
URI
UNITED RENTALS INC
+$247.3K
259
增持
IVW
ISHARES TR
+$247.2K
23,246
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$246.4K
31,736
+24%
增持
IWD
ISHARES TR
+$242.4K
14,110
+4%
建仓
TMFC
RBB FD INC
+$239.8K
3,400
建仓
CVS
CVS HEALTH CORP
+$235.1K
3,118
建仓
BIIB
BIOGEN INC
+$233.1K
1,664
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$232.6K
4,187
+1%
建仓
RGR
STURM RUGER & CO INC
+$230.8K
5,309
建仓
GSK
GSK PLC
+$224.9K
5,210
增持
DVY
ISHARES TR
+$219.0K
23,490
+0%
减持
IVE
ISHARES TR
-$218.9K
4,971
-22%
