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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
21Q1 调仓
2020-12-31 → 2021-03-31 · 共 150 项
建仓 21
增持 86
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
+$3.6M
324,256
+18%
增持
GVI
ISHARES TR
+$3.0M
128,290
+28%
增持
AGG
ISHARES TR
+$2.9M
161,068
+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。
增持
SHY
ISHARES TR
+$2.9M
146,369
+29%
增持
IVE
ISHARES TR
+$2.7M
162,255
+3%
增持
PFF
ISHARES TR
+$1.4M
179,929
+25%
减持
IJR
ISHARES TR
+$1.3M
90,700
-3%
减持
IJH
ISHARES TR
+$1.2M
43,789
-1%
增持
PFE
PFIZER INC
+$1.2M
57,677
+147%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
54,039
增持
IEFA
ISHARES TR
+$1.1M
144,334
+7%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
22,034
+80%
增持
LQD
ISHARES TR
+$946.6K
58,620
+21%
增持
TTD
THE TRADE DESK INC
-$878.0K
6,673
+2%
增持
—
SPIRIT AIRLS INC
+$857.2K
51,054
+22%
增持
CVX
CHEVRON CORP NEW
+$800.3K
10,289
+213%
增持
PENN
PENN NATL GAMING INC
+$779.8K
32,036
+7%
增持
ETSY
ETSY INC
+$733.6K
26,023
+3%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$732.3K
8,313
+60%
增持
AAPL
APPLE INC
-$696.6K
77,222
+1%
减持
DIS
DISNEY WALT CO
-$684.1K
8,966
-31%
建仓
NUE
NUCOR CORP
+$611.8K
7,622
增持
AMGN
AMGEN INC
+$604.8K
7,456
+37%
增持
AVGO
BROADCOM INC
+$584.6K
6,244
+18%
增持
—
EXXON MOBIL CORP
+$580.6K
39,034
+1%
减持
ITOT
ISHARES TR
+$571.2K
148,185
-2%
增持
CSCO
CISCO SYS INC
+$568.8K
60,108
+6%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$541.1K
9,610
+37%
增持
ICSH
ISHARES TR
+$539.3K
80,100
+15%
增持
PINS
PINTEREST INC
+$536.5K
50,518
+4%
增持
HDV
ISHARES TR
+$523.4K
26,137
+17%
增持
GOOGL
ALPHABET INC
+$505.9K
773
+24%
增持
RY
ROYAL BK CDA
+$499.8K
19,113
+24%
增持
SCHZ
SCHWAB STRATEGIC TR
+$490.9K
62,204
+22%
增持
—
ACTIVISION BLIZZARD INC
+$486.5K
7,947
+192%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$465.4K
5,668
+27%
增持
SCHR
SCHWAB STRATEGIC TR
+$440.9K
48,047
+23%
增持
SCHO
SCHWAB STRATEGIC TR
+$435.5K
45,511
+23%
增持
PYPL
PAYPAL HLDGS INC
+$431.1K
5,605
+41%
建仓
—
CONTINENTAL RES INC
+$430.6K
16,646
增持
APD
AIR PRODS & CHEMS INC
+$416.7K
3,973
+55%
增持
V
VISA INC
+$412.2K
15,507
+18%
增持
F
FORD MTR CO DEL
+$408.8K
83,503
+20%
减持
COST
COSTCO WHSL CORP NEW
-$400.0K
12,616
-2%
增持
VIRT
VIRTU FINL INC
+$398.6K
54,011
+6%
增持
—
VIACOMCBS INC
+$354.1K
14,680
+78%
减持
CRMT
AMERICAS CAR-MART INC
+$351.9K
8,662
-2%
建仓
CG
CARLYLE GROUP INC
+$338.8K
9,217
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$336.5K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
+$325.0K
65,087
-1%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$320.0K
8,001
增持
NFG
NATIONAL FUEL GAS CO
+$318.6K
21,540
+17%
减持
MSFT
MICROSOFT CORP
+$315.9K
27,350
-1%
清仓
SHW
SHERWIN WILLIAMS CO
-$315.3K
0
-100%
清仓
—
GARMIN LTD
-$304.9K
0
-100%
增持
CMRC
BIGCOMMERCE HLDGS INC
+$284.2K
11,941
+89%
增持
ENB
ENBRIDGE INC
+$284.1K
48,109
+5%
建仓
AMAT
APPLIED MATLS INC
+$282.8K
2,117
增持
SCHG
SCHWAB STRATEGIC TR
+$281.0K
30,476
+7%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$279.9K
160,012
+15%
增持
AMZN
AMAZON COM INC
-$279.6K
1,877
+0%
建仓
ABM
ABM INDS INC
+$279.5K
5,480
增持
STZ
CONSTELLATION BRANDS INC
+$279.1K
7,075
+16%
建仓
XLF
SELECT SECTOR SPDR TR
+$276.3K
8,114
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$268.1K
18,338
+14%
建仓
FAS
DIREXION SHS ETF TR
+$264.1K
2,906
减持
INTC
INTEL CORP
+$264.0K
29,077
-9%
减持
UNP
UNION PAC CORP
-$262.5K
2,446
-36%
减持
CHE
CHEMED CORP NEW
-$260.4K
1,492
-16%
清仓
RNG
RINGCENTRAL INC
-$259.2K
0
-100%
增持
ZS
ZSCALER INC
-$258.1K
14,652
+6%
建仓
ABBV
ABBVIE INC
+$251.5K
2,324
增持
SQ
SQUARE INC
+$250.3K
3,543
+39%
增持
BX
BLACKSTONE GROUP INC
+$249.6K
12,432
+19%
清仓
—
CERNER CORP
-$248.2K
0
-100%
建仓
EXC
EXELON CORP
+$246.9K
5,645
建仓
JJSF
J & J SNACK FOODS CORP
+$246.9K
1,572
建仓
MS
MORGAN STANLEY
+$245.7K
3,164
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$242.2K
18,143
清仓
NEE
NEXTERA ENERGY INC
-$241.5K
0
-100%
清仓
NKE
NIKE INC
-$239.1K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$237.4K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$236.6K
1,727
增持
—
ALTERYX INC
-$236.5K
13,224
+21%
增持
MA
MASTERCARD INCORPORATED
+$232.8K
10,634
+7%
建仓
DLR
DIGITAL RLTY TR INC
+$232.1K
1,648
建仓
DDS
DILLARDS INC
+$231.8K
2,400
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$228.3K
45,971
+29%
建仓
GOVT
ISHARES TR
+$226.8K
8,661
增持
TSN
TYSON FOODS INC
+$225.4K
8,874
+32%
清仓
IWM
ISHARES TR
-$224.3K
0
-100%
减持
THO
THOR INDS INC
+$221.1K
5,768
-4%
减持
WMT
WALMART INC
-$219.3K
10,179
-8%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$213.4K
1,818
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$207.0K
4,233
增持
BDX
BECTON DICKINSON & CO
+$206.7K
3,078
+42%
增持
TXN
TEXAS INSTRS INC
+$205.0K
7,171
+2%
清仓
CUZ
COUSINS PPTYS INC
-$204.8K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$203.0K
2,737
+4%
建仓
NAVI
NAVIENT CORPORATION
+$201.1K
14,051
清仓
MDB
MONGODB INC
-$201.1K
0
-100%
增持
—
EATON CORP PLC
+$192.6K
8,290
+4%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$188.0K
8,496
-28%
增持
CPRT
COPART INC
-$185.5K
23,133
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$184.6K
3,922
-27%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$178.2K
2,904
-10%
增持
JNJ
JOHNSON & JOHNSON
+$169.2K
10,776
+6%
增持
QCOM
QUALCOMM INC
-$167.1K
8,746
+0%
增持
SHOP
SHOPIFY INC
+$165.3K
2,847
+8%
增持
OKTA
OKTA INC
-$159.0K
10,614
+8%
增持
MO
ALTRIA GROUP INC
+$157.5K
14,547
+2%
增持
SNA
SNAP ON INC
+$154.5K
1,875
+15%
增持
GOOG
ALPHABET INC
+$148.8K
431
+2%
减持
NFLX
NETFLIX INC
-$143.6K
3,106
-5%
增持
BAC
BK OF AMERICA CORP
+$133.1K
14,863
+2%
增持
NVDA
NVIDIA CORPORATION
+$132.3K
4,199
+4%
增持
VVV
VALVOLINE INC
+$131.3K
16,448
+28%
增持
HD
HOME DEPOT INC
+$128.4K
2,623
+4%
增持
—
JOHNSON CTLS INTL PLC
+$120.9K
7,114
+9%
增持
GILD
GILEAD SCIENCES INC
+$115.7K
7,739
+17%
增持
—
DIGIMARC CORP NEW
-$112.6K
8,907
+12%
减持
SPYG
SPDR SER TR
-$111.9K
10,586
-17%
减持
IWF
ISHARES TR
-$111.6K
1,065
-31%
增持
JPM
JPMORGAN CHASE & CO
+$108.9K
3,910
+2%
减持
BA
BOEING CO
+$105.2K
2,666
-1%
增持
FSLY
FASTLY INC
-$105.0K
20,640
+21%
减持
NOW
SERVICENOW INC
-$101.1K
477
-23%
减持
BABA
ALIBABA GROUP HLDG LTD
-$98.3K
1,489
-21%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$95.8K
10,713
+11%
增持
MMM
3M CO
+$92.2K
2,642
+11%
增持
ROKU
ROKU INC
+$91.8K
12,409
+4%
减持
SPYV
SPDR SER TR
-$90.4K
17,978
-20%
增持
SBUX
STARBUCKS CORP
+$90.0K
10,623
+6%
增持
GLW
CORNING INC
+$89.3K
8,862
+8%
增持
INVH
INVITATION HOMES INC
+$85.3K
10,059
+26%
增持
MTB
M & T BK CORP
+$84.9K
2,645
+7%
减持
LUV
SOUTHWEST AIRLS CO
+$84.1K
9,121
-10%
减持
—
KANSAS CITY SOUTHERN
+$82.8K
1,466
-2%
减持
SJM
SMUCKER J M CO
-$81.8K
4,015
-21%
增持
DOW
DOW INC
+$80.5K
8,417
+2%
减持
SPMD
SPDR SER TR
-$76.2K
8,785
-26%
减持
SCHF
SCHWAB STRATEGIC TR
+$74.6K
51,801
-0%
减持
KO
COCA COLA CO
-$74.4K
14,868
-5%
减持
TIP
ISHARES TR
-$68.6K
5,890
-7%
增持
INTU
INTUIT
+$66.9K
2,740
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.6K
2,735
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$58.1K
6,821
-12%
增持
SNN
SMITH & NEPHEW PLC
-$56.6K
27,290
+5%
减持
CAT
CATERPILLAR INC
+$56.0K
1,514
-7%
增持
SPAB
SPDR SER TR
+$55.5K
9,997
+28%