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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
20Q3 调仓
2020-06-30 → 2020-09-30 · 共 150 项
建仓 12
增持 70
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$2.3M
110,093
+21%
增持
AAPL
APPLE INC
+$2.1M
75,701
+317%
增持
GVI
ISHARES TR
+$1.9M
84,595
+24%
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。
建仓
PINS
PINTEREST INC
+$1.9M
45,104
增持
SHY
ISHARES TR
+$1.7M
96,074
+25%
减持
PENN
PENN NATL GAMING INC
+$1.2M
30,114
-9%
增持
ROKU
ROKU INC
+$1.1M
12,538
+14%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
7,860
增持
MSFT
MICROSOFT CORP
+$980.3K
24,531
+19%
增持
IVE
ISHARES TR
+$914.0K
150,386
+2%
增持
PFF
ISHARES TR
+$862.0K
120,775
+18%
增持
CPRT
COPART INC
+$802.4K
21,122
+24%
增持
META
FACEBOOK INC
+$779.8K
8,861
+31%
增持
AMZN
AMAZON COM INC
+$777.6K
1,789
+2%
增持
FSLY
FASTLY INC
+$745.5K
17,204
+69%
增持
LQD
ISHARES TR
+$715.6K
42,958
+14%
增持
NVDA
NVIDIA CORPORATION
+$672.2K
3,835
+4%
增持
ETSY
ETSY INC
+$670.8K
24,305
+13%
减持
TTD
THE TRADE DESK INC
+$648.6K
6,392
-3%
减持
—
ALTERYX INC
-$647.2K
11,431
-3%
增持
ZS
ZSCALER INC
+$613.7K
12,782
+18%
增持
ICSH
ISHARES TR
+$593.0K
71,460
+20%
增持
V
VISA INC
+$590.6K
11,652
+29%
减持
COST
COSTCO WHSL CORP NEW
+$571.7K
14,634
-4%
增持
BYND
BEYOND MEAT INC
+$548.7K
7,478
+45%
增持
OKTA
OKTA INC
+$548.1K
9,958
+26%
减持
SCHV
SCHWAB STRATEGIC TR
-$498.4K
75,699
-15%
减持
SCHZ
SCHWAB STRATEGIC TR
-$498.3K
51,154
-15%
增持
IEFA
ISHARES TR
+$485.7K
128,044
+1%
增持
PFE
PFIZER INC
+$455.5K
24,248
+83%
减持
SCHG
SCHWAB STRATEGIC TR
-$449.8K
33,017
-21%
建仓
CMRC
BIGCOMMERCE HLDGS INC
+$447.2K
5,369
增持
MA
MASTERCARD INCORPORATED
+$445.8K
10,109
+1%
增持
JNJ
JOHNSON & JOHNSON
+$425.0K
7,215
+56%
减持
ITOT
ISHARES TR
+$406.8K
143,935
-4%
增持
SNN
SMITH & NEPHEW GROUP PLC
+$378.7K
21,479
+78%
减持
SCHR
SCHWAB STRATEGIC TR
-$375.7K
38,474
-14%
减持
NKE
NIKE INC
-$367.4K
2,036
-68%
增持
CSCO
CISCO SYS INC
+$347.0K
55,433
+41%
建仓
QCOM
QUALCOMM INC
+$345.9K
2,939
减持
SCHB
SCHWAB STRATEGIC TR
-$343.1K
30,840
-19%
建仓
VIRT
VIRTU FINL INC
+$339.2K
14,741
建仓
GILD
GILEAD SCIENCES INC
+$332.1K
5,256
减持
SCHO
SCHWAB STRATEGIC TR
-$329.1K
36,120
-15%
减持
SCHM
SCHWAB STRATEGIC TR
-$328.4K
38,122
-18%
增持
AVGO
BROADCOM INC
+$321.9K
3,330
+18%
增持
—
EXXON MOBIL CORP
-$299.7K
39,095
+6%
清仓
VMC
VULCAN MATLS CO
-$292.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$290.5K
60,078
-18%
增持
BABA
ALIBABA GROUP HLDG LTD
+$285.5K
2,068
+38%
减持
THO
THOR INDS INC
-$266.4K
4,016
-34%
减持
SCHA
SCHWAB STRATEGIC TR
-$259.6K
23,572
-18%
建仓
TSN
TYSON FOODS INC
+$258.1K
4,340
清仓
ALGN
ALIGN TECHNOLOGY INC
-$250.8K
0
-100%
建仓
CRM
SALESFORCE COM INC
+$247.6K
985
增持
—
EATON CORP PLC
+$245.7K
7,656
+25%
增持
WMT
WALMART INC
+$244.8K
11,139
+2%
增持
NFG
NATIONAL FUEL GAS CO N J
+$243.2K
13,971
+81%
建仓
—
LAM RESEARCH CORP
+$230.6K
695
建仓
—
ACTIVISION BLIZZARD INC
+$225.0K
2,779
建仓
MTB
M & T BK CORP
+$220.1K
2,390
增持
MU
MICRON TECHNOLOGY INC
+$217.1K
11,430
+84%
清仓
ED
CONSOLIDATED EDISON INC
-$212.8K
0
-100%
建仓
—
BLACKROCK INC
+$209.6K
372
减持
SQ
SQUARE INC
-$208.4K
2,492
-57%
增持
PYPL
PAYPAL HLDGS INC
+$205.0K
3,342
+28%
清仓
CUZ
COUSINS PPTYS INC
-$201.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$196.9K
3,384
-5%
增持
TMUS
T-MOBILE US INC
+$183.5K
3,767
+59%
增持
GOOGL
ALPHABET INC
+$161.5K
564
+20%
增持
TXN
TEXAS INSTRS INC
+$151.0K
5,852
+9%
减持
T
AT&T INC
-$147.2K
27,307
-11%
增持
GOOG
ALPHABET INC
+$135.0K
518
+17%
减持
WM
WASTE MGMT INC DEL
-$135.0K
6,204
-22%
增持
INTU
INTUIT
+$132.4K
2,614
+7%
增持
HD
HOME DEPOT INC
+$128.1K
2,767
+8%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$127.6K
79,310
-14%
减持
ALL
ALLSTATE CORP
-$127.1K
4,892
-19%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$126.1K
5,328
+5%
减持
PSX
PHILLIPS 66
-$118.9K
5,396
-3%
减持
EGHT
8X8 INC NEW
-$118.6K
24,549
-21%
增持
IGSB
ISHARES TR
+$116.3K
6,826
+44%
减持
CVX
CHEVRON CORP NEW
-$115.3K
4,027
-11%
减持
APD
AIR PRODS & CHEMS INC
-$101.7K
1,129
-38%
减持
IJH
ISHARES TR
+$96.9K
42,899
-3%
减持
PG
PROCTER AND GAMBLE CO
+$96.2K
4,993
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$93.3K
2,751
-5%
减持
AMGN
AMGEN INC
-$84.9K
3,494
-15%
减持
SBUX
STARBUCKS CORP
+$83.3K
9,640
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$80.0K
5,344
-21%
减持
LUV
SOUTHWEST AIRLS CO
-$76.9K
11,698
-22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$74.9K
8,031
+10%
减持
—
CERNER CORP
-$74.0K
3,667
-26%
增持
GLW
CORNING INC
+$71.7K
8,430
+8%
减持
JJSF
J & J SNACK FOODS CORP
-$70.5K
1,553
-28%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$70.2K
7,112
+19%
增持
DOW
DOW INC
+$65.8K
9,227
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$65.4K
5,025
+3%
增持
VLO
VALERO ENERGY CORP
-$65.2K
5,757
+8%
增持
PM
PHILIP MORRIS INTL INC
+$64.4K
8,725
+4%
增持
PSA
PUBLIC STORAGE
+$63.2K
1,258
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$62.8K
10,895
-15%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$59.2K
4,263
-7%
增持
SJM
SMUCKER J M CO
+$59.0K
5,102
+2%
减持
DIS
DISNEY WALT CO
+$58.5K
15,309
-7%
减持
UNP
UNION PAC CORP
+$57.6K
3,800
-7%
增持
MDLZ
MONDELEZ INTL INC
+$56.1K
5,115
+10%
增持
MRK
MERCK & CO. INC
+$52.4K
6,525
+3%
增持
—
DISCOVER FINL SVCS
+$51.6K
6,256
+1%
增持
MMM
3M CO
+$51.6K
2,595
+11%
增持
INTC
INTEL CORP
+$49.5K
24,188
+20%
减持
RY
ROYAL BK CDA
-$43.6K
11,683
-8%
增持
BA
BOEING CO
-$43.3K
2,756
+1%
增持
IWF
ISHARES TR
+$40.8K
1,536
+1%
减持
TIP
ISHARES TR
-$39.8K
7,078
-7%
减持
—
SPIRIT AIRLS INC
-$39.3K
17,150
-3%
减持
F
FORD MTR CO DEL
-$36.2K
58,791
-16%
减持
—
DIGIMARC CORP NEW
-$35.9K
10,868
-38%
减持
HDV
ISHARES TR
-$34.8K
21,844
-1%
减持
CAT
CATERPILLAR INC DEL
+$34.6K
1,641
-1%
减持
CHE
CHEMED CORP NEW
-$31.9K
1,993
-9%
减持
HON
HONEYWELL INTL INC
-$31.8K
1,599
-22%
增持
SPYV
SPDR SER TR
+$30.1K
23,659
+0%
增持
SNA
SNAP ON INC
+$27.3K
1,565
+7%
增持
ENB
ENBRIDGE INC
+$26.6K
19,551
+9%
减持
SPYG
SPDR SER TR
+$26.2K
13,625
-7%
增持
AMT
AMERICAN TOWER CORP NEW
-$25.3K
3,417
+4%
减持
SHOP
SHOPIFY INC
+$23.9K
2,730
-6%
减持
IVW
ISHARES TR
-$22.8K
65,129
-10%
增持
SO
SOUTHERN CO
+$22.5K
8,700
+0%
减持
IJR
ISHARES TR
-$22.1K
89,494
-3%
增持
BX
BLACKSTONE GROUP INC
+$18.9K
4,967
+17%
减持
JPM
JPMORGAN CHASE & CO
-$18.6K
3,826
-7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$18.5K
1,801
+15%
增持
BDX
BECTON DICKINSON & CO
+$18.3K
2,162
+7%
增持
GD
GENERAL DYNAMICS CORP
-$16.1K
1,741
+1%
减持
SPMD
SPDR SER TR
+$15.3K
12,552
-1%
减持
MO
ALTRIA GROUP INC
-$14.8K
14,181
-1%
减持
SPTM
SPDR SER TR
+$14.4K
9,854
-4%
增持
SPYD
SPDR SER TR
+$13.6K
9,528
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.8K
2,038
+5%
减持
NFLX
NETFLIX INC
-$12.4K
3,314
-10%
减持
BAC
BK OF AMERICA CORP
-$10.4K
15,742
-4%
减持
QEFA
SPDR INDEX SHS FDS
+$10.2K
4,808
-0%
减持
SRE
SEMPRA ENERGY
-$7.9K
3,426
-3%
减持
CMI
CUMMINS INC
+$7.6K
2,853
-17%
减持
TDOC
TELADOC HEALTH INC
-$6.8K
2,387
-14%
增持
SPAB
SPDR SER TR
+$6.1K
7,967
+3%
减持
XAR
SPDR SER TR
-$5.4K
2,765
-2%
减持
STZ
CONSTELLATION BRANDS INC
+$5.0K
4,358
-7%