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Independent Solutions Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Independent Solutions Wealth Management, LLC
报告期 2026-03-31 · CIK 0001818391
持仓数
185
前50大市值合计
$497.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
20Q1 调仓
2019-12-31 → 2020-03-31 · 共 150 项
建仓 2
增持 62
减持 56
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
IVE
ISHARES TR
-$4.6M
144,486
+2%
建仓
ICSH
ISHARES TR
+$2.6M
51,941
减持
IVW
ISHARES TR
-$2.4M
79,039
-1%
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
IJH
ISHARES TR
-$2.0M
46,134
+9%
增持
ITOT
ISHARES TR
-$1.7M
157,902
+7%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.7M
86,613
-6%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.5M
46,173
-18%
增持
IJR
ISHARES TR
-$1.5M
93,863
+17%
减持
AAPL
APPLE INC
-$1.3M
16,986
-11%
增持
IEFA
ISHARES TR
-$1.2M
132,515
+10%
减持
CVX
CHEVRON CORP NEW
-$1.2M
4,929
-61%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.1M
39,934
-12%
清仓
HYS
PIMCO ETF TR
-$821.8K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
-$799.8K
48,857
+3%
清仓
MET
METLIFE INC
-$783.2K
0
-100%
清仓
PGR
PROGRESSIVE CORP OHIO
-$769.2K
0
-100%
增持
—
EXXON MOBIL CORP
-$761.0K
34,524
+16%
清仓
DRI
DARDEN RESTAURANTS INC
-$697.1K
0
-100%
增持
DIS
DISNEY WALT CO
-$691.8K
16,048
+4%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$688.5K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$670.1K
80,462
-2%
减持
PFF
ISHARES TR
-$601.8K
94,920
-2%
清仓
TFC
TRUIST FINL CORP
-$586.9K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
-$579.4K
30,633
+7%
清仓
TD
TORONTO DOMINION BK ONT
-$567.5K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$542.3K
9,209
-10%
清仓
SLF
SUN LIFE FINL INC
-$537.0K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$524.9K
0
-100%
增持
MA
MASTERCARD INC
-$509.0K
9,156
+0%
清仓
USB
US BANCORP DEL
-$496.4K
0
-100%
增持
BA
BOEING CO
-$489.7K
2,804
+1%
减持
CSCO
CISCO SYS INC
-$484.0K
41,196
-6%
增持
AMZN
AMAZON COM INC
+$442.0K
1,600
+10%
增持
HDV
ISHARES TR
-$438.4K
20,852
+6%
减持
GVI
ISHARES TR
-$430.3K
59,209
-8%
减持
T
AT&T INC
-$426.8K
34,219
-6%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$419.4K
0
-100%
减持
LUV
SOUTHWEST AIRLS CO
-$416.6K
9,348
-33%
清仓
RSPC
INVESCO EXCHANGE TRADED FD T
-$416.0K
0
-100%
减持
LQD
ISHARES TR
-$371.0K
35,617
-4%
清仓
SCHW
THE CHARLES SCHWAB CORPORATI
-$328.4K
0
-100%
减持
SO
SOUTHERN CO
-$313.4K
9,649
-26%
增持
ROKU
ROKU INC
-$311.5K
8,693
+9%
建仓
SBUX
STARBUCKS CORP
+$301.7K
4,589
增持
CPRT
COPART INC
-$301.2K
15,409
+3%
增持
PSX
PHILLIPS 66
-$298.7K
6,220
+10%
清仓
FAS
DIREXION SHS ETF TR
-$295.8K
0
-100%
清仓
MTB
M & T BK CORP
-$294.3K
0
-100%
减持
PGX
INVESCO EXCHANGE-TRADED FD T
-$293.8K
91,454
-8%
清仓
SPSM
SPDR SERIES TRUST
-$279.1K
0
-100%
清仓
CUZ
COUSINS PPTYS INC
-$278.3K
0
-100%
减持
—
KANSAS CITY SOUTHERN
-$267.2K
1,671
-47%
增持
NVDA
NVIDIA CORP
+$263.4K
2,962
+35%
清仓
CRM
SALESFORCE COM INC
-$258.4K
0
-100%
清仓
MCD
MCDONALDS CORP
-$257.1K
0
-100%
增持
TTD
THE TRADE DESK INC
-$252.8K
6,163
+11%
清仓
CAT
CATERPILLAR INC DEL
-$251.9K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$251.0K
0
-100%
增持
NFLX
NETFLIX INC
+$250.2K
4,257
+2%
清仓
NVR
NVR INC
-$247.5K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$243.8K
16,165
-3%
清仓
CMCSA
COMCAST CORP NEW
-$241.9K
0
-100%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$239.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$224.6K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
-$221.6K
3,613
+2%
清仓
—
DISCOVER FINL SVCS
-$217.4K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$214.8K
56,042
-8%
清仓
RSPS
INVESCO EXCHANGE TRADED FD T
-$213.5K
0
-100%
清仓
TRP
TC ENERGY CORP
-$213.2K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$206.0K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$203.3K
5,162
-6%
清仓
SCHH
SCHWAB STRATEGIC TR
-$200.5K
0
-100%
减持
TDOC
TELADOC HEALTH INC
+$193.1K
2,873
-5%
增持
F
FORD MTR CO DEL
-$192.3K
50,564
+8%
增持
JPM
JPMORGAN CHASE & CO
-$187.0K
3,859
+1%
减持
JNJ
JOHNSON & JOHNSON
-$185.9K
4,299
-16%
减持
SCHD
SCHWAB STRATEGIC TR
-$184.9K
13,029
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$184.5K
3,580
-3%
减持
WM
WASTE MGMT INC DEL
-$182.2K
7,588
-2%
减持
RY
ROYAL BK CDA
-$180.2K
9,430
-2%
减持
AVGO
BROADCOM INC
-$179.6K
2,127
-2%
减持
AGG
ISHARES TR
-$176.2K
80,638
-4%
减持
—
DUNKIN BRANDS GROUP INC
-$175.6K
7,372
-2%
减持
WMT
WALMART INC
-$175.4K
12,356
-7%
减持
SRE
SEMPRA ENERGY
-$163.3K
3,752
-3%
减持
—
BK OF AMERICA CORP
-$160.9K
626
-5%
增持
MSFT
MICROSOFT CORP
+$155.0K
17,533
+6%
增持
SPYV
SPDR SER TR
-$154.7K
23,550
+8%
增持
PG
PROCTER & GAMBLE CO
+$150.6K
5,060
+56%
减持
GS
GOLDMAN SACHS GROUP INC
-$150.5K
1,769
-4%
增持
—
RAYTHEON CO
-$149.6K
2,391
+13%
增持
MO
ALTRIA GROUP INC
-$143.3K
15,996
+5%
减持
PFE
PFIZER INC
-$142.8K
14,882
-7%
增持
META
FACEBOOK INC
-$141.9K
5,366
+6%
减持
SNA
SNAP ON INC
-$133.8K
2,021
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
-$131.9K
1,227
-6%
减持
GLW
CORNING INC
-$131.5K
10,870
-11%
减持
SHY
ISHARES TR
+$128.0K
64,553
-0%
减持
TXN
TEXAS INSTRS INC
-$126.1K
3,501
-6%
增持
SPYD
SPDR SER TR
-$125.5K
8,662
+1%
减持
PM
PHILIP MORRIS INTL INC
-$117.7K
9,012
-1%
增持
UNP
UNION PAC CORP
+$114.9K
4,304
+58%
增持
ZS
ZSCALER INC
+$110.0K
5,378
+15%
增持
THO
THOR INDS INC
-$102.9K
5,485
+22%
增持
ENB
ENBRIDGE INC
-$101.1K
12,320
+7%
减持
XAR
SPDR SER TR
-$98.4K
2,815
-2%
减持
QEFA
SPDR INDEX SHS FDS
-$97.6K
4,806
-9%
增持
HON
HONEYWELL INTL INC
-$95.7K
2,363
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$88.4K
7,374
-7%
增持
MMM
3M CO
-$88.0K
2,408
+2%
减持
INTU
INTUIT
-$86.4K
2,402
-2%
减持
FDX
FEDEX CORP
-$83.0K
1,722
-11%
增持
SPYG
SPDR SER TR
-$83.0K
15,126
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$81.2K
37,966
+2%
减持
—
EATON CORP PLC
-$75.7K
2,999
-8%
减持
EW
EDWARDS LIFESCIENCES CORP
-$75.0K
1,642
-0%
减持
SCHR
SCHWAB STRATEGIC TR
-$71.2K
40,650
-9%
增持
V
VISA INC
-$69.7K
6,331
+9%
增持
COST
COSTCO WHSL CORP NEW
-$69.5K
13,429
+1%
增持
INTC
INTEL CORP
+$66.7K
18,051
+19%
增持
SPMD
SPDR SER TR
-$66.4K
13,111
+19%
增持
SPTM
SPDR SER TR
-$64.9K
10,330
+6%
增持
CMI
CUMMINS INC
-$57.6K
3,480
+18%
减持
AMT
AMERICAN TOWER CORP NEW
-$57.3K
2,994
-3%
增持
ETSY
ETSY INC
-$56.2K
19,414
+7%
增持
MU
MICRON TECHNOLOGY INC
-$53.6K
6,197
+6%
减持
DHR
DANAHER CORPORATION
-$53.1K
1,487
-12%
增持
—
ALTERYX INC
-$47.8K
11,002
+1%
增持
HD
HOME DEPOT INC
+$46.0K
2,334
+31%
减持
ED
CONSOLIDATED EDISON INC
-$44.1K
3,154
-2%
增持
MRK
MERCK & CO. INC
-$43.6K
3,552
+2%
增持
GOOG
ALPHABET INC
-$40.2K
407
+6%
增持
NKE
NIKE INC
-$38.0K
6,820
+15%
减持
OKTA
OKTA INC
+$36.5K
7,428
-2%
增持
EGHT
8X8 INC NEW
-$35.1K
17,063
+15%
减持
SJM
SMUCKER J M CO
-$33.4K
6,497
-10%
减持
MDLZ
MONDELEZ INTL INC
-$33.3K
4,725
-4%
增持
ADBE
ADOBE INC
+$33.0K
2,276
+9%
减持
SHOP
SHOPIFY INC
+$30.7K
2,696
-2%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$28.8K
4,145
+3%
减持
FSLY
FASTLY INC
-$27.7K
10,275
-7%
增持
BDX
BECTON DICKINSON & CO
-$23.1K
1,849
+12%
增持
AMGN
AMGEN INC
-$22.2K
3,440
+15%
增持
—
CERNER CORP
-$20.5K
4,734
+9%
增持
SPAB
SPDR SER TR
+$18.5K
7,762
+6%
增持
BABA
ALIBABA GROUP HLDG LTD
-$18.2K
1,180
+1%
增持
STZ
CONSTELLATION BRANDS INC
-$17.9K
2,205
+25%
增持
TIP
ISHARES TR
+$15.2K
7,603
+1%
增持
GOOGL
ALPHABET INC
-$9.0K
413
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.7K
2,153
+18%
