小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
20Q2 调仓
2020-03-31 → 2020-06-30 · 共 146 项
建仓 26
增持 66
减持 52
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.3M
18,140
+7%
增持
IVE
ISHARES TR
+$2.1M
147,833
+2%
减持
IVW
ISHARES TR
+$2.0M
72,644
-8%
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
AMZN
AMAZON COM INC
+$1.7M
1,760
+10%
增持
SHOP
SHOPIFY INC
+$1.6M
2,917
+8%
增持
ETSY
ETSY INC
+$1.5M
21,514
+11%
增持
TTD
THE TRADE DESK INC
+$1.5M
6,562
+6%
减持
ITOT
ISHARES TR
+$1.4M
150,617
-5%
增持
AGG
ISHARES TR
+$1.4M
90,677
+12%
增持
MSFT
MICROSOFT CORP
+$1.4M
20,536
+17%
增持
GVI
ISHARES TR
+$1.2M
68,140
+15%
减持
IJH
ISHARES TR
+$1.2M
44,161
-4%
增持
SHY
ISHARES TR
+$1.0M
76,711
+19%
减持
IJR
ISHARES TR
+$1.0M
92,360
-2%
建仓
PENN
PENN NATL GAMING INC
+$1.0M
32,969
增持
—
ALTERYX INC
+$898.2K
11,841
+8%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$859.9K
13,955
增持
ZS
ZSCALER INC
+$857.3K
10,818
+101%
增持
COST
COSTCO WHSL CORP NEW
+$794.3K
15,248
+14%
增持
MA
MASTERCARD INCORPORATED
+$761.0K
10,053
+10%
增持
V
VISA INC
+$719.4K
9,005
+42%
建仓
BYND
BEYOND MEAT INC
+$693.1K
5,173
增持
OKTA
OKTA INC
+$673.3K
7,898
+6%
增持
LQD
ISHARES TR
+$672.2K
37,705
+6%
减持
FSLY
FASTLY INC
+$671.2K
10,175
-1%
增持
META
FACEBOOK INC
+$645.8K
6,786
+26%
增持
NVDA
NVIDIA CORPORATION
+$622.5K
3,694
+25%
减持
IEFA
ISHARES TR
+$621.6K
126,536
-5%
增持
SCHV
SCHWAB STRATEGIC TR
+$614.8K
88,788
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$574.7K
41,879
-9%
增持
ADBE
ADOBE INC
+$531.6K
2,885
+27%
增持
ROKU
ROKU INC
+$520.1K
10,989
+26%
增持
PFF
ISHARES TR
+$518.0K
102,202
+8%
增持
STZ
CONSTELLATION BRANDS INC
+$504.8K
4,692
+113%
建仓
SNN
SMITH & NEPHEW GROUP PLC
+$461.1K
12,096
建仓
PYPL
PAYPAL HLDGS INC
+$453.5K
2,603
增持
SBUX
STARBUCKS CORP
+$443.3K
10,123
+121%
建仓
APD
AIR PRODS & CHEMS INC
+$438.0K
1,814
增持
ICSH
ISHARES TR
+$426.3K
59,745
+15%
增持
THO
THOR INDS INC
+$417.6K
6,092
+11%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$400.4K
5,998
增持
AVGO
BROADCOM INC
+$387.0K
2,824
+33%
减持
SCHB
SCHWAB STRATEGIC TR
+$386.0K
38,100
-5%
增持
SQ
SQUARE INC
+$385.2K
5,846
+34%
减持
SCHM
SCHWAB STRATEGIC TR
+$383.6K
46,435
-5%
建仓
DOW
DOW INC
+$368.3K
9,037
增持
CPRT
COPART INC
+$363.0K
17,039
+11%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$358.1K
6,807
清仓
PNC
PNC FINL SVCS GROUP INC
-$345.9K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$334.8K
5,392
+54%
增持
—
EXXON MOBIL CORP
+$331.0K
36,714
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$325.6K
59,869
+7%
建仓
NFG
NATIONAL FUEL GAS CO N J
+$323.9K
7,725
建仓
—
SPIRIT AIRLS INC
+$315.4K
17,720
清仓
—
RAYTHEON CO
-$313.6K
0
-100%
建仓
—
DISCOVER FINL SVCS
+$309.9K
6,186
增持
—
EATON CORP PLC
+$302.5K
6,121
+104%
增持
HDV
ISHARES TR
+$300.9K
22,093
+6%
增持
ALL
ALLSTATE CORP
+$299.4K
6,059
+93%
建仓
VMC
VULCAN MATLS CO
+$292.2K
2,522
减持
SCHA
SCHWAB STRATEGIC TR
+$291.8K
28,620
-7%
增持
DIS
DISNEY WALT CO
+$290.8K
16,510
+3%
增持
RY
ROYAL BK CDA
+$282.6K
12,729
+35%
建仓
—
DIGIMARC CORP NEW
+$278.6K
17,425
增持
AMGN
AMGEN INC
+$275.5K
4,125
+20%
建仓
JJSF
J & J SNACK FOODS CORP
+$272.9K
2,147
增持
EGHT
8X8 INC NEW
+$263.9K
31,272
+83%
建仓
IGSB
ISHARES TR
+$258.6K
4,726
建仓
GD
GENERAL DYNAMICS CORP
+$257.1K
1,720
建仓
ALGN
ALIGN TECHNOLOGY INC
+$250.8K
914
建仓
TMUS
T-MOBILE US INC
+$247.3K
2,374
增持
SCHR
SCHWAB STRATEGIC TR
+$244.0K
44,801
+10%
建仓
SPSM
SPDR SER TR
+$234.8K
8,837
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$232.7K
1,563
增持
INTC
INTEL CORP
+$226.0K
20,106
+11%
增持
SCHO
SCHWAB STRATEGIC TR
+$225.3K
42,403
+12%
建仓
ROP
ROPER TECHNOLOGIES INC
+$217.8K
561
减持
CSCO
CISCO SYS INC
+$217.1K
39,376
-4%
建仓
PSA
PUBLIC STORAGE
+$217.0K
1,131
增持
MRK
MERCK & CO. INC
+$215.6K
6,322
+78%
建仓
CAT
CATERPILLAR INC DEL
+$210.1K
1,661
建仓
VTV
VANGUARD INDEX FDS
+$208.5K
2,094
增持
HD
HOME DEPOT INC
+$204.5K
2,556
+10%
建仓
CUZ
COUSINS PPTYS INC
+$201.5K
6,756
增持
AMT
AMERICAN TOWER CORP NEW
+$199.4K
3,293
+10%
减持
SJM
SMUCKER J M CO
-$190.7K
5,013
-23%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$187.8K
5,077
-2%
增持
ENB
ENBRIDGE INC
+$185.9K
17,891
+45%
增持
GOOGL
ALPHABET INC
+$185.2K
469
+14%
增持
F
FORD MTR CO DEL
+$183.5K
70,346
+39%
增持
LUV
SOUTHWEST AIRLS CO
+$182.7K
15,083
+61%
减持
—
BK OF AMERICA CORP
-$171.1K
463
-26%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$170.4K
4,595
+11%
增持
INTU
INTUIT
+$167.9K
2,432
+1%
增持
GOOG
ALPHABET INC
+$153.0K
443
+9%
增持
WM
WASTE MGMT INC DEL
+$134.8K
7,904
+4%
减持
CMI
CUMMINS INC
+$123.9K
3,433
-1%
减持
SPYG
SPDR SER TR
+$116.0K
14,617
-3%
减持
VLO
VALERO ENERGY CORP
-$103.1K
5,349
-42%
减持
SCHF
SCHWAB STRATEGIC TR
+$97.8K
73,176
-9%
增持
BABA
ALIBABA GROUP HLDG LTD
+$93.0K
1,495
+27%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$92.3K
91,771
+0%
减持
WMT
WALMART INC
-$90.3K
10,967
-11%
增持
JNJ
JOHNSON & JOHNSON
+$85.4K
4,616
+7%
减持
TDOC
TELADOC HEALTH INC
+$84.8K
2,778
-3%
减持
UNP
UNION PAC CORP
+$83.4K
4,084
-5%
减持
BA
BOEING CO
+$80.6K
2,721
-3%
减持
SCHD
SCHWAB STRATEGIC TR
+$79.2K
12,855
-1%
增持
SPYV
SPDR SER TR
+$75.9K
23,617
+0%
减持
SO
SOUTHERN CO
-$73.2K
8,663
-10%
减持
T
AT&T INC
-$71.8K
30,621
-11%
减持
NFLX
NETFLIX INC
+$71.0K
3,669
-14%
减持
—
DUNKIN BRANDS GROUP INC
+$70.2K
7,077
-4%
减持
PM
PHILIP MORRIS INTL INC
-$67.7K
8,419
-7%
减持
SHW
SHERWIN WILLIAMS CO
+$65.5K
585
-1%
减持
PSX
PHILLIPS 66
+$64.9K
5,544
-11%
减持
SPTM
SPDR SER TR
+$63.7K
10,285
-0%
减持
SPMD
SPDR SER TR
+$62.2K
12,617
-4%
增持
BDX
BECTON DICKINSON & CO
+$59.9K
2,026
+10%
增持
MU
MICRON TECHNOLOGY INC
+$59.0K
6,205
+0%
减持
NKE
NIKE INC
+$58.7K
6,354
-7%
减持
MO
ALTRIA GROUP INC
-$55.8K
14,338
-10%
减持
PFE
PFIZER INC
-$51.4K
13,284
-11%
减持
CVX
CHEVRON CORP NEW
+$48.1K
4,542
-8%
增持
BAC
BK OF AMERICA CORP
+$46.4K
16,405
+1%
减持
BX
BLACKSTONE GROUP INC
-$46.2K
4,242
-33%
减持
GS
GOLDMAN SACHS GROUP INC
+$43.9K
1,606
-9%
减持
PG
PROCTER AND GAMBLE CO
+$41.3K
5,000
-1%
增持
—
CERNER CORP
+$40.9K
4,947
+4%
增持
JPM
JPMORGAN CHASE & CO
+$39.5K
4,114
+7%
减持
MMM
3M CO
+$35.4K
2,334
-3%
增持
SPYD
SPDR SER TR
+$34.4K
8,885
+3%
减持
ED
CONSOLIDATED EDISON INC
-$33.2K
2,958
-6%
减持
CHE
CHEMED CORP NEW
+$32.3K
2,193
-1%
增持
QEFA
SPDR INDEX SHS FDS
+$30.4K
4,825
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$26.0K
4,857
+196%
减持
—
KANSAS CITY SOUTHERN
+$25.6K
1,595
-5%
减持
GLW
CORNING INC
-$21.7K
7,782
-28%
减持
HON
HONEYWELL INTL INC
-$21.2K
2,040
-14%
减持
SNA
SNAP ON INC
-$17.0K
1,465
-28%
减持
SRE
SEMPRA ENERGY
-$10.5K
3,526
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
+$6.6K
7,307
-1%
减持
FDX
FEDEX CORP
-$5.5K
1,450
-16%
减持
SPAB
SPDR SER TR
+$4.8K
7,755
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.7K
1,947
-10%
减持
MDLZ
MONDELEZ INTL INC
+$1.1K
4,650
-2%
