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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 90
减持 32
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SDY
SPDR SERIES TRUST
+$27.5M
2,847,021
+2%
增持
MSFT
MICROSOFT CORP
-$13.0M
118,926
+1%
增持
GOOG
ALPHABET INC
-$13.0M
487,361
+0%
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
GOOGL
ALPHABET INC
-$12.9M
515,487
+0%
增持
AAPL
APPLE INC
-$6.8M
455,545
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.5M
1,040,153
+1%
增持
VXUS
VANGUARD STAR FDS
+$6.4M
582,869
+14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$5.9M
189,170
+43%
减持
META
META PLATFORMS INC
-$5.5M
54,633
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$4.4M
134,491
-0%
增持
VTV
VANGUARD INDEX FDS
+$4.3M
54,936
+61%
增持
AMZN
AMAZON COM INC
-$3.8M
184,701
+1%
增持
—
EXXON MOBIL CORP
+$3.7M
71,633
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.6M
813,483
+3%
增持
VB
VANGUARD INDEX FDS
+$3.3M
211,849
+5%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$3.2M
149,623
+4%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
79,358
+1%
减持
PPLI
IAC INC
-$3.0M
95,691
-45%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.0M
31,097
+98%
增持
APO
APOLLO GLOBAL MGMT INC
-$2.6M
79,252
+0%
减持
EL
LAUDER ESTEE COS INC
-$2.5M
23,542
-41%
增持
VUG
VANGUARD INDEX FDS
-$2.1M
82,427
+5%
增持
VTI
VANGUARD INDEX FDS
-$2.0M
524,833
+3%
建仓
HIMU
BLACKROCK ETF TRUST II
+$2.0M
41,564
增持
XLK
SELECT SECTOR SPDR TR
-$1.8M
194,090
+1%
增持
SUB
ISHARES TR
+$1.8M
73,035
+30%
增持
NVDA
NVIDIA CORPORATION
-$1.7M
164,258
+1%
减持
WMG
WARNER MUSIC GROUP CORP
-$1.6M
245,150
-4%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$1.5M
24,361
+161%
增持
JPM
JPMORGAN CHASE & CO
-$1.5M
58,614
+1%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.4M
59,441
增持
VO
VANGUARD INDEX FDS
+$1.4M
475,299
+2%
增持
MUB
ISHARES TR
+$1.3M
60,169
+28%
增持
GLD
SPDR GOLD TR
+$1.3M
28,616
+3%
减持
IJK
ISHARES TR
+$1.3M
496,025
-1%
增持
ESGU
ISHARES TR
-$1.3M
176,960
+0%
增持
LLY
ELI LILLY & CO
-$1.3M
11,707
+5%
减持
BX
BLACKSTONE INC
-$1.2M
28,141
-3%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$1.1M
140,294
+4%
增持
GLW
CORNING INC
+$1.1M
20,974
+2%
增持
MRK
MERCK & CO INC
+$1.0M
43,512
+9%
减持
ANGI
ANGI INC
-$1.0M
167,756
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$1.0M
59,386
+1%
增持
CVX
CHEVRON CORPORATION
+$997.4K
17,477
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$995.6K
34,163
-1%
增持
MAIN
MAIN STR CAP CORP
-$947.9K
129,007
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$926.8K
243,715
+3%
增持
AXP
AMERICAN EXPRESS CO
-$919.7K
13,942
+0%
增持
NEE
NEXTERA ENERGY INC
+$914.6K
46,591
+10%
减持
DIBS
1STDIBS COM INC
-$898.5K
999,509
-6%
增持
VOO
VANGUARD INDEX FDS
-$880.5K
41,750
+1%
增持
ORCL
ORACLE CORP
-$864.8K
20,686
+3%
减持
HAPN
LENDINGCLUB ISSUANCE TR SER
-$835.3K
160,301
-3%
减持
WFC
WELLS FARGO & CO
-$817.1K
59,030
-0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$810.5K
7,670
-3%
增持
CAT
CATERPILLAR INC
+$798.1K
4,616
+7%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$796.0K
731,946
-2%
减持
MS
MORGAN STANLEY
-$792.6K
47,621
-2%
减持
COIN
COINBASE GLOBAL INC
-$763.5K
11,995
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$725.3K
5,307
+3%
减持
VTEI
VANGUARD MUN BD FDS
-$720.6K
231,552
-2%
减持
ROST
ROSS STORES INC
-$700.8K
10,105
-37%
增持
SCHD
SCHWAB STRATEGIC TR
+$696.5K
61,028
+42%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$683.8K
105,143
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$666.6K
24,550
+2%
增持
EEM
ISHARES TR
+$636.2K
39,689
+34%
建仓
TMUS
T-MOBILE US INC
+$634.7K
3,022
增持
INTC
INTEL CORP
+$634.3K
53,072
+15%
增持
QQQ
INVESCO QQQ TR
-$603.8K
37,304
+4%
增持
IVE
ISHARES TR
+$578.5K
7,854
+54%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$577.4K
38,011
+19%
增持
MGK
VANGUARD WORLD FD
-$576.6K
19,609
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$570.4K
248,724
+1%
增持
IWD
ISHARES TR
+$567.2K
16,832
+17%
增持
DIS
DISNEY WALT CO
-$553.8K
36,636
+2%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$542.4K
92,284
+166%
清仓
PANW
PALO ALTO NETWORKS INC
-$541.5K
0
-100%
增持
GEV
GE VERNOVA INC
+$517.2K
2,218
+2%
增持
V
VISA INC
-$511.3K
10,695
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$502.0K
49,646
+2%
减持
OWL
BLUE OWL CAPITAL INC
-$491.1K
35,715
-35%
减持
TSLA
TESLA INC
-$480.0K
5,625
-2%
增持
IWF
ISHARES TR
-$479.4K
12,640
+2%
建仓
—
ASTRAZENECA PLC
+$475.9K
2,413
清仓
XBNYX
BLACKROCK N Y MUN INCOME TRU
-$468.8K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$459.1K
84,038
+11%
清仓
—
ASTRAZENECA PLC
-$435.3K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$415.3K
23,100
+4%
增持
JEF
JEFFERIES FINANCIAL GROUP IN
-$408.8K
19,878
+0%
增持
BAC
BANK AMERICA CORP
-$408.1K
65,704
+0%
增持
VGT
VANGUARD WORLD FD
-$407.1K
9,994
+2%
增持
AVGO
BROADCOM INC
-$406.5K
14,992
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$400.3K
1,349,051
+2%
建仓
XLV
SELECT SECTOR SPDR TR
+$393.5K
2,684
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$388.0K
38,486
-14%
增持
NFLX
NETFLIX INC.
+$383.3K
95,643
+2%
清仓
DUOL
DUOLINGO INC
-$376.3K
0
-100%
减持
PTON
PELOTON INTERACTIVE INC
-$374.6K
200,166
-0%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$374.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$352.4K
0
-100%
增持
ARCC
ARES CAPITAL CORP
-$349.6K
166,353
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$344.2K
4,728
+64%
增持
AMAT
APPLIED MATLS INC
+$344.0K
3,835
+2%
减持
WMT
WALMART INC
+$342.5K
37,687
-3%
减持
IVW
ISHARES TR
-$339.3K
22,337
-4%
增持
IYW
ISHARES TR
-$331.0K
18,139
+0%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$325.7K
27,597
-1%
增持
CRM
SALESFORCE INC
-$320.4K
5,526
+8%
减持
NVO
NOVO-NORDISK A S
-$320.4K
21,026
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$319.8K
118,975
+5%
建仓
OXY
OCCIDENTAL PETE CORP
+$312.3K
4,804
减持
HD
HOME DEPOT INC
-$307.8K
16,468
-1%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$305.2K
19,856
-4%
清仓
KIM
KIMCO RLTY CORP
-$303.4K
0
-100%
增持
VBIL
VANGUARD INSTL INDEX FD
+$301.0K
14,630
+37%
增持
QCOM
QUALCOMM INC
-$296.4K
7,355
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$289.0K
3,718
+0%
增持
T
AT&T INC
+$285.1K
56,732
+4%
建仓
DGRW
WISDOMTREE TR
+$282.2K
3,212
减持
ISRG
INTUITIVE SURGICAL INC
-$278.2K
2,635
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$275.2K
7,396
+7%
增持
MUNY
VANGUARD NY TAX FREE FDS
+$274.8K
5,153
+110%
增持
WINN
HARBOR ETF TRUST
+$262.2K
134,211
+21%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$258.6K
8,766
+58%
减持
—
TOTALENERGIES SE
+$258.1K
10,226
-0%
增持
HON
HONEYWELL INTL INC
+$257.8K
8,264
+0%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$255.7K
0
-100%
增持
COP
CONOCOPHILLIPS
+$254.6K
6,302
+2%
增持
IJH
ISHARES TR
+$253.1K
61,954
+4%
减持
PFE
PFIZER INC
+$248.8K
84,645
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$243.8K
23,008
+17%
清仓
ETH
GRAYSCALE ETHEREUM MINI TR E
-$242.9K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$239.8K
2,484
-1%
清仓
EXAS
EXACT SCIENCES CORP
-$233.6K
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$233.0K
2,019
清仓
GIS
GENERAL MLS INC
-$230.0K
0
-100%
增持
ARES
ARES MANAGEMENT CORPORATION
-$229.8K
4,531
+1%
增持
EFA
ISHARES TR
+$229.0K
31,006
+7%
清仓
ABNB
AIRBNB INC
-$228.4K
0
-100%
增持
KO
COCA COLA CO
+$224.9K
24,742
+4%
清仓
AIG
AMERICAN INTL GROUP INC
-$221.9K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$221.8K
0
-100%
增持
IJR
ISHARES TR
+$218.4K
20,634
+6%
清仓
CPNG
COUPANG INC
-$217.7K
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$215.9K
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$215.1K
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL
-$213.3K
0
-100%
建仓
PEO
ADAM NAT RES FD INC
+$211.8K
7,620
增持
IWM
ISHARES TR
+$207.3K
14,926
+5%
建仓
SRE
SEMPRA
+$206.4K
2,124
