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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 89
减持 23
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$44.4M
514,867
+7%
增持
GOOG
ALPHABET INC
+$40.9M
486,809
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$16.2M
134,670
+19%
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
SDY
SPDR SERIES TRUST
+$14.5M
2,788,428
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.6M
1,318,257
+2%
增持
AAPL
APPLE INC
+$11.5M
450,300
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$9.7M
1,027,796
+5%
增持
VO
VANGUARD INDEX FDS
+$8.9M
465,531
+8%
建仓
COR
CENCORA INC
+$7.7M
22,815
增持
VTI
VANGUARD INDEX FDS
+$7.2M
508,271
+2%
增持
VXUS
VANGUARD STAR FDS
+$6.6M
510,895
+18%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.1M
246,178
+46%
增持
VYMI
VANGUARD WHITEHALL FDS
+$5.6M
132,287
+78%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.6M
792,905
+8%
增持
DIBS
1STDIBS COM INC
+$4.6M
1,067,746
+54%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.3M
99,486
+1284%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$4.2M
144,513
+5%
增持
VB
VANGUARD INDEX FDS
+$4.0M
202,242
+7%
增持
LLY
ELI LILLY & CO
+$3.8M
11,199
+3%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$3.4M
745,247
+18%
减持
CMCSA
COMCAST CORP NEW
-$2.7M
104,225
-44%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$2.5M
49,146
增持
NFLX
NETFLIX INC
-$2.2M
93,993
+924%
减持
PPLI
IAC INC
-$2.2M
175,098
-34%
增持
MSFT
MICROSOFT CORP
+$2.0M
117,913
+11%
增持
EL
LAUDER ESTEE COS INC
+$1.9M
39,569
+55%
减持
AMZN
AMAZON COM INC
+$1.8M
182,952
-1%
增持
SUB
ISHARES TR
+$1.8M
56,294
+43%
增持
—
FTAI AVIATION LTD
+$1.8M
44,822
+6%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
78,359
+0%
减持
ORCL
ORACLE CORP
-$1.7M
20,050
-0%
增持
META
META PLATFORMS INC
-$1.7M
55,738
+6%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
34,142
+31%
增持
PODD
INSULET CORP
+$1.6M
6,671
+675%
建仓
XDIV
ROUNDHILL ETF TRUST
+$1.6M
58,694
增持
NVDA
NVIDIA CORPORATION
+$1.6M
162,694
+6%
增持
QQQ
INVESCO QQQ TR
+$1.5M
36,033
+5%
减持
COIN
COINBASE GLOBAL INC
-$1.4M
12,638
-1%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.4M
20,677
减持
MTCH
MATCH GROUP INC NEW
-$1.3M
64,471
-34%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
25,206
+246%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
34,550
+7%
增持
GLD
SPDR GOLD TR
+$1.2M
27,723
+0%
减持
BAC
BANK AMERICA CORP
-$1.1M
65,659
-28%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
41,185
+2%
减持
WMG
WARNER MUSIC GROUP CORP
-$1.0M
255,150
-2%
清仓
—
UNILEVER PLC
-$1.0M
0
-100%
建仓
UL
UNILEVER PLC
+$997.0K
15,244
增持
MRK
MERCK & CO INC
+$958.8K
39,801
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$955.7K
54,494
+33%
增持
MS
MORGAN STANLEY
+$934.5K
48,609
+0%
增持
HD
HOME DEPOT INC
-$898.0K
16,635
+2%
建仓
EEMV
ISHARES INC
+$853.2K
13,324
减持
ANGI
ANGI INC
-$813.0K
167,798
-9%
减持
APO
APOLLO GLOBAL MGMT INC
+$812.5K
79,232
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$791.8K
75,951
+25%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$761.4K
69,802
+6%
减持
GS
GOLDMAN SACHS GROUP INC
+$758.9K
9,688
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$751.8K
4
-20%
增持
VUG
VANGUARD INDEX FDS
+$736.5K
78,164
+0%
增持
WFC
WELLS FARGO CO NEW
+$711.2K
59,189
+3%
建仓
ETG
EATON VANCE TX ADV GLBL DIV
+$707.5K
30,626
减持
UNH
UNITEDHEALTH GROUP INC
-$684.2K
6,896
-20%
增持
AVGO
BROADCOM INC
+$683.1K
14,581
+10%
减持
COST
COSTCO WHSL CORP NEW
-$682.5K
7,923
-2%
增持
WINN
HARBOR ETF TRUST
+$680.5K
111,214
+25%
建仓
—
TOTALENERGIES SE
+$672.3K
10,276
增持
MA
MASTERCARD INCORPORATED
+$666.6K
3,156
+58%
增持
PG
PROCTER AND GAMBLE CO
-$652.5K
71,835
+1%
增持
ESGU
ISHARES TR
+$649.0K
176,599
+0%
增持
ROST
ROSS STORES INC
+$612.2K
16,042
+7%
增持
TJX
TJX COS INC NEW
+$602.2K
16,424
+24%
增持
EEM
ISHARES TR
+$598.3K
29,570
+55%
增持
JPM
JPMORGAN CHASE & CO.
+$582.8K
58,022
+1%
清仓
—
TOTALENERGIES SE
-$574.5K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$571.4K
17,792
+70%
增持
PTON
PELOTON INTERACTIVE INC
-$568.3K
200,216
+0%
增持
AXP
AMERICAN EXPRESS CO
+$561.8K
13,886
+1%
增持
—
EXXON MOBIL CORP
+$540.3K
70,597
+0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$539.4K
37,692
+10%
增持
IYW
ISHARES TR
+$527.7K
18,138
+15%
增持
CAT
CATERPILLAR INC
+$527.5K
4,315
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$494.0K
113,799
+6%
增持
MUB
ISHARES TR
+$481.6K
47,089
+10%
增持
V
VISA INC
+$460.1K
10,675
+11%
增持
VBIL
VANGUARD INSTL INDEX FD
+$452.3K
10,682
+129%
增持
NEE
NEXTERA ENERGY INC
+$429.6K
42,511
+8%
建仓
QXO
QXO INC
+$426.4K
22,105
增持
IVV
ISHARES TR
+$415.7K
14,480
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$407.4K
19,651
+2%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$404.0K
9,331
+75%
增持
MAIN
MAIN STR CAP CORP
-$401.4K
128,831
+0%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$391.8K
0
-100%
增持
TSLA
TESLA INC
+$388.8K
5,717
+17%
建仓
STUB
STUBHUB HLDGS INC
+$385.6K
28,500
建仓
MU
MICRON TECHNOLOGY INC
+$373.5K
1,309
增持
AMGN
AMGEN INC
+$372.9K
8,035
+0%
清仓
DVYE
ISHARES INC
-$365.0K
0
-100%
清仓
IUSV
ISHARES TR
-$355.2K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$355.0K
15,678
+12%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$337.6K
135,497
+1%
增持
WMT
WALMART INC
+$330.2K
38,967
+0%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$327.5K
2,561
+45%
减持
ABNB
AIRBNB INC
-$318.6K
1,683
-63%
增持
ISRG
INTUITIVE SURGICAL INC
+$315.8K
2,636
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$311.8K
66,476
+10%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$309.4K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$305.1K
0
-100%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$304.0K
44,789
+126%
清仓
MSTR
STRATEGY INC
-$299.3K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$296.6K
32,035
+1%
减持
T
AT&T INC
-$296.0K
54,735
-7%
建仓
WBD
WARNER BROS DISCOVERY INC
+$294.4K
10,216
清仓
DOCS
DOXIMITY INC
-$292.6K
0
-100%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$272.8K
14,541
+50%
建仓
EFX
EQUIFAX INC
+$272.7K
1,257
增持
RTX
RTX CORPORATION
+$271.5K
16,298
+0%
清仓
USB
US BANCORP DEL
-$269.6K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$269.1K
3,167
建仓
SCHA
SCHWAB STRATEGIC TR
+$268.9K
9,440
减持
CSCO
CISCO SYS INC
+$265.4K
35,555
-2%
增持
SHEL
SHELL PLC
+$262.8K
11,092
+44%
增持
VTEI
VANGUARD MUN BD FDS
+$262.4K
236,654
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$258.1K
13,759
-2%
清仓
SLV
ISHARES SILVER TR
-$255.4K
0
-100%
建仓
MUNY
VANGUARD NY TAX FREE FDS
+$253.1K
2,452
清仓
OXY
OCCIDENTAL PETE CORP
-$252.9K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$249.6K
7,403
-40%
增持
MET
METLIFE INC
+$248.5K
14,152
+34%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$248.4K
5,796
+6%
清仓
URI
UNITED RENTALS INC
-$247.3K
0
-100%
建仓
PHG
KONINKLIJKE PHILIPS N V
+$246.1K
9,087
增持
VBR
VANGUARD INDEX FDS
+$244.2K
50,737
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$240.7K
102,771
+5%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$240.2K
3,200
建仓
NOW
SERVICENOW INC
+$239.7K
1,565
建仓
EXAS
EXACT SCIENCES CORP
+$233.6K
2,300
增持
SMH
VANECK ETF TRUST
+$233.1K
6,748
+0%
清仓
RGR
STURM RUGER & CO INC
-$230.8K
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
+$229.5K
38,943
-1%
减持
PYPL
PAYPAL HLDGS INC
-$227.9K
6,227
-29%
减持
NET
CLOUDFLARE INC
-$225.7K
10,692
-2%
建仓
PLD
PROLOGIS INC.
+$225.5K
1,766
建仓
CCJ
CAMECO CORP
+$223.3K
2,441
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$223.1K
492
增持
ETHA
ISHARES ETHEREUM TR
+$222.3K
42,534
+83%
建仓
INDA
ISHARES TR
+$221.3K
4,095
增持
XLE
SELECT SECTOR SPDR TR
+$219.3K
58,908
+118%
增持
ESGV
VANGUARD WORLD FD
+$218.8K
12,824
+14%
减持
ARCC
ARES CAPITAL CORP
-$216.7K
165,460
-5%
