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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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 26
增持 74
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVE
ISHARES TR
+$3.3M
157,996
+5%
增持
IVW
ISHARES TR
+$2.4M
273,963
+321%
增持
AGG
ISHARES TR
+$2.4M
130,348
+18%
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
IJR
ISHARES TR
+$2.3M
93,212
+4%
增持
IJH
ISHARES TR
+$2.2M
44,230
+3%
增持
ITOT
ISHARES TR
+$2.1M
150,807
+5%
增持
TTD
THE TRADE DESK INC
+$1.9M
6,525
+2%
增持
GVI
ISHARES TR
+$1.8M
99,837
+18%
增持
IEFA
ISHARES TR
+$1.6M
134,785
+5%
减持
ROKU
ROKU INC
+$1.6M
11,899
-5%
增持
ETSY
ETSY INC
+$1.6M
25,375
+4%
增持
SHY
ISHARES TR
+$1.5M
113,074
+18%
增持
AAPL
APPLE INC
+$1.4M
76,338
+1%
增持
PINS
PINTEREST INC
+$1.3M
48,609
+8%
增持
PFF
ISHARES TR
+$1.1M
143,705
+19%
建仓
APPN
APPIAN CORP
+$1.1M
6,907
增持
AVGO
BROADCOM INC
+$1.1M
5,277
+58%
增持
QCOM
QUALCOMM INC
+$980.9K
8,709
+196%
增持
ZS
ZSCALER INC
+$975.1K
13,887
+9%
增持
MSFT
MICROSOFT CORP
+$972.7K
27,571
+12%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$971.7K
9,683
+23%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$952.1K
138,945
+75%
增持
VIRT
VIRTU FINL INC
+$939.2K
50,792
+245%
增持
ENB
ENBRIDGE INC
+$896.1K
45,859
+135%
增持
LQD
ISHARES TR
+$890.1K
48,338
+13%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$879.9K
4,457
+62%
建仓
KO
COCA COLA CO
+$858.1K
15,647
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$842.4K
35,770
增持
—
SPIRIT AIRLS INC
+$750.5K
41,990
+145%
清仓
—
BK OF AMERICA CORP
-$688.9K
0
-100%
清仓
—
DUNKIN BRANDS GROUP INC
-$579.7K
0
-100%
增持
V
VISA INC
+$541.0K
13,126
+13%
增持
JNJ
JOHNSON & JOHNSON
+$527.6K
10,178
+41%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$515.4K
11,848
+67%
增持
STZ
CONSTELLATION BRANDS INC
+$508.1K
6,090
+40%
建仓
—
MEDTRONIC PLC
+$485.0K
4,140
增持
CPRT
COPART INC
+$476.8K
21,202
+0%
增持
AMZN
AMAZON COM INC
+$454.1K
1,869
+4%
增持
RY
ROYAL BK CDA
+$443.1K
15,386
+32%
减持
DIS
DISNEY WALT CO
+$438.9K
12,907
-16%
增持
META
FACEBOOK INC
+$427.0K
10,059
+14%
减持
EGHT
8X8 INC NEW
+$423.6K
23,364
-5%
增持
BX
BLACKSTONE GROUP INC
+$417.7K
10,445
+110%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$403.3K
6,992
+64%
减持
PENN
PENN NATL GAMING INC
+$389.5K
29,858
-1%
增持
MU
MICRON TECHNOLOGY INC
+$384.3K
12,251
+7%
减持
AMT
AMERICAN TOWER CORP NEW
-$381.0K
1,982
-42%
增持
GS
GOLDMAN SACHS GROUP INC
+$373.6K
2,624
+66%
减持
OKTA
OKTA INC
+$369.1K
9,827
-1%
增持
APD
AIR PRODS & CHEMS INC
+$364.8K
2,566
+127%
增持
AMGN
AMGEN INC
+$362.3K
5,438
+56%
增持
CSCO
CISCO SYS INC
+$355.9K
56,747
+2%
减持
COST
COSTCO WHSL CORP NEW
-$348.2K
12,864
-12%
增持
INTC
INTEL CORP
+$344.5K
32,055
+33%
建仓
NOW
SERVICENOW INC
+$339.6K
617
增持
TXN
TEXAS INSTRS INC
+$314.6K
7,008
+20%
建仓
—
VIACOMCBS INC
+$308.0K
8,266
建仓
—
GARMIN LTD
+$304.9K
2,548
建仓
—
JOHNSON CTLS INTL PLC
+$303.6K
6,517
增持
—
BLACKROCK INC
+$300.5K
707
+90%
建仓
VVV
VALVOLINE INC
+$297.5K
12,856
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$290.6K
16,066
+8%
清仓
PSX
PHILLIPS 66
-$279.7K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$271.5K
3,971
+19%
建仓
TGT
TARGET CORP
+$271.3K
1,537
建仓
PEP
PEPSICO INC
+$264.1K
1,781
建仓
SCI
SERVICE CORP INTL
+$262.2K
5,340
增持
GOOGL
ALPHABET INC
+$261.8K
621
+10%
建仓
RNG
RINGCENTRAL INC
+$259.2K
684
减持
—
EXXON MOBIL CORP
+$256.5K
38,784
-1%
增持
SNN
SMITH & NEPHEW PLC
+$251.1K
25,869
+20%
清仓
VLO
VALERO ENERGY CORP
-$249.4K
0
-100%
建仓
—
FIREEYE INC
+$245.1K
10,627
建仓
ALGN
ALIGN TECHNOLOGY INC
+$244.2K
457
增持
SBUX
STARBUCKS CORP
+$242.5K
10,009
+4%
建仓
NEE
NEXTERA ENERGY INC
+$241.5K
3,130
清仓
GD
GENERAL DYNAMICS CORP
-$241.0K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$237.7K
917
建仓
INVH
INVITATION HOMES INC
+$236.5K
7,963
清仓
—
LAM RESEARCH CORP
-$230.6K
0
-100%
建仓
JD
JD.COM INC
+$228.2K
2,596
减持
MRK
MERCK & CO. INC
-$228.0K
3,830
-41%
建仓
IWM
ISHARES TR
+$224.3K
1,144
增持
F
FORD MTR CO DEL
+$222.6K
69,867
+19%
建仓
TSLA
TESLA INC
+$222.3K
315
建仓
MSI
MOTOROLA SOLUTIONS INC
+$216.7K
1,274
建仓
XLK
SELECT SECTOR SPDR TR
+$207.9K
1,599
建仓
CUZ
COUSINS PPTYS INC
+$204.8K
6,114
清仓
JJSF
J & J SNACK FOODS CORP
-$202.5K
0
-100%
建仓
MDB
MONGODB INC
+$201.1K
560
建仓
—
AMDOCS LTD
+$200.7K
2,830
增持
HDV
ISHARES TR
+$198.7K
22,320
+2%
减持
SHOP
SHOPIFY INC
+$192.2K
2,637
-3%
增持
NFG
NATIONAL FUEL GAS CO N J
+$191.1K
18,435
+32%
减持
—
DISCOVER FINL SVCS
+$185.2K
6,039
-3%
增持
TSN
TYSON FOODS INC
+$175.8K
6,734
+55%
增持
THO
THOR INDS INC
+$173.5K
5,980
+49%
增持
—
EATON CORP PLC
+$172.6K
7,939
+4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$172.0K
1,873
-9%
减持
SCHA
SCHWAB STRATEGIC TR
+$156.7K
19,855
-16%
增持
SQ
SQUARE INC
+$149.0K
2,546
+2%
减持
MA
MASTERCARD INCORPORATED
+$135.0K
9,956
-2%
减持
—
DIGIMARC CORP NEW
+$134.1K
7,976
-27%
减持
ALL
ALLSTATE CORP
-$131.0K
2,998
-39%
减持
INTU
INTUIT
+$130.0K
2,587
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$128.4K
28,613
-13%
增持
TMUS
T-MOBILE US INC
+$126.8K
4,135
+10%
减持
BA
BOEING CO
+$118.4K
2,681
-3%
减持
FSLY
FASTLY INC
-$118.0K
17,096
-1%
增持
JPM
JPMORGAN CHASE & CO
+$118.0K
3,827
+0%
减持
TDOC
TELADOC HEALTH INC
-$111.6K
2,059
-14%
减持
NFLX
NETFLIX INC
+$106.8K
3,262
-2%
减持
ICSH
ISHARES TR
-$106.4K
69,425
-3%
增持
BYND
BEYOND MEAT INC
-$105.7K
9,089
+22%
减持
T
AT&T INC
-$98.2K
23,654
-13%
减持
HD
HOME DEPOT INC
-$96.1K
2,531
-9%
增持
MTB
M & T BK CORP
+$96.0K
2,483
+4%
减持
TIP
ISHARES TR
-$87.6K
6,328
-11%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$85.3K
1,910
+6%
减持
XAR
SPDR SER TR
+$70.0K
2,715
-2%
减持
SPMD
SPDR SER TR
+$68.6K
11,837
-6%
减持
BAC
BK OF AMERICA CORP
+$62.7K
14,580
-7%
减持
SPYV
SPDR SER TR
+$57.3K
22,443
-5%
减持
SCHM
SCHWAB STRATEGIC TR
+$57.1K
31,859
-16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.9K
2,406
+18%
减持
SPSM
SPDR SER TR
+$54.4K
8,129
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$54.3K
5,370
+0%
增持
UNP
UNION PAC CORP
+$53.5K
3,850
+1%
减持
HON
HONEYWELL INTL INC
+$53.5K
1,489
-7%
减持
SCHD
SCHWAB STRATEGIC TR
-$53.3K
8,563
-21%
增持
PSA
PUBLIC STORAGE
+$53.0K
1,443
+15%
增持
GILD
GILEAD SCIENCES INC
+$52.3K
6,599
+26%
减持
DHR
DANAHER CORPORATION
-$51.0K
1,212
-18%
减持
CAT
CATERPILLAR INC
+$50.3K
1,621
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$49.1K
4,935
-2%
增持
SNA
SNAP ON INC
+$47.8K
1,625
+4%
增持
ROP
ROPER TECHNOLOGIES INC
+$47.3K
624
+11%
减持
PM
PHILIP MORRIS INTL INC
+$44.1K
8,435
-3%
减持
SPYD
SPDR SER TR
+$43.6K
9,250
-3%
减持
WMT
WALMART INC
+$43.5K
11,113
-0%
增持
CMRC
BIGCOMMERCE HLDGS INC
-$41.2K
6,329
+18%
增持
IGSB
ISHARES TR
+$40.4K
7,526
+10%
增持
SCHO
SCHWAB STRATEGIC TR
+$39.5K
36,966
+2%
增持
MO
ALTRIA GROUP INC
+$38.8K
14,311
+1%
增持
BDX
BECTON DICKINSON & CO
+$38.7K
2,165
+0%
增持
PG
PROCTER AND GAMBLE CO
+$37.2K
5,255
+5%
减持
—
ALTERYX INC
+$35.6K
10,950
-4%
减持
LUV
SOUTHWEST AIRLS CO
+$34.2K
10,145
-13%
增持
NVDA
NVIDIA CORPORATION
+$34.1K
4,040
+5%
减持
PFE
PFIZER INC
-$30.8K
23,338
-4%
