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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
21Q2 调仓
2021-03-31 → 2021-06-30 · 共 150 项
建仓 29
增持 85
减持 21
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
ROKU
ROKU INC
+$1.8M
12,766
+3%
减持
IVW
ISHARES TR
+$1.8M
314,547
-3%
增持
AAPL
APPLE INC
+$1.6M
80,347
+4%
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
MSFT
MICROSOFT CORP
+$1.3M
28,707
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
4,457
+6%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
22,031
增持
GOOGL
ALPHABET INC
+$1.2M
1,164
+51%
增持
SHOP
SHOPIFY INC
+$1.1M
2,919
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
34,420
+13%
增持
V
VISA INC
+$1.1M
18,553
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
25,451
+273%
增持
CVX
CHEVRON CORP NEW
+$1.0M
20,065
+95%
增持
META
FACEBOOK INC
+$1.0M
10,873
+16%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$961.2K
219,409
+37%
增持
PG
PROCTER AND GAMBLE CO
+$912.2K
11,828
+134%
增持
COST
COSTCO WHSL CORP NEW
+$871.7K
13,442
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$855.3K
8,321
+204%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$855.0K
6,061
+7%
增持
SCHV
SCHWAB STRATEGIC TR
+$850.2K
74,581
+15%
建仓
DDOG
DATADOG INC
+$842.8K
8,098
增持
CRWD
CROWDSTRIKE HLDGS INC
+$826.3K
11,068
+3%
增持
TTD
THE TRADE DESK INC
+$821.4K
66,830
+901%
增持
PENN
PENN NATL GAMING INC
-$809.2K
33,331
+4%
增持
PFE
PFIZER INC
+$739.8K
72,253
+25%
增持
ZS
ZSCALER INC
+$728.7K
15,015
+2%
建仓
LMT
LOCKHEED MARTIN CORP
+$666.3K
1,761
增持
PM
PHILIP MORRIS INTL INC
+$654.5K
14,017
+69%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$642.6K
13,796
+62%
增持
CPRT
COPART INC
+$616.6K
23,736
+3%
增持
KO
COCA COLA CO
+$541.6K
24,493
+65%
建仓
MCD
MCDONALDS CORP
+$529.4K
2,292
增持
SCHB
SCHWAB STRATEGIC TR
+$526.9K
28,862
+12%
增持
GILD
GILEAD SCIENCES INC
+$514.8K
14,740
+90%
增持
INTU
INTUIT
+$494.3K
3,150
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$473.8K
22,164
+21%
减持
ITOT
ISHARES TR
+$468.7K
142,188
-4%
增持
CG
CARLYLE GROUP INC
+$465.7K
17,308
+88%
增持
PYPL
PAYPAL HLDGS INC
+$465.0K
6,265
+12%
清仓
SO
SOUTHERN CO
-$464.5K
0
-100%
增持
CSCO
CISCO SYS INC
+$460.8K
67,339
+12%
增持
—
EATON CORP PLC
+$450.8K
10,779
+30%
增持
SCHM
SCHWAB STRATEGIC TR
+$443.7K
33,923
+14%
增持
BX
BLACKSTONE GROUP INC
+$442.8K
14,097
+13%
增持
MMM
3M CO
+$432.8K
4,742
+79%
建仓
PLD
PROLOGIS INC.
+$419.1K
3,506
增持
JNJ
JOHNSON & JOHNSON
+$405.7K
13,213
+23%
增持
MRK
MERCK & CO INC
+$404.4K
8,750
+144%
增持
—
EXXON MOBIL CORP
+$403.5K
40,945
+5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$398.8K
68,767
+11%
增持
SCHF
SCHWAB STRATEGIC TR
+$387.9K
59,231
+14%
增持
—
CONTINENTAL RES INC
+$372.7K
21,123
+27%
建仓
NEM
NEWMONT CORP
+$369.6K
5,831
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$366.8K
1,900
-35%
清仓
PSA
PUBLIC STORAGE
-$359.5K
0
-100%
清仓
CAT
CATERPILLAR INC
-$351.1K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$340.8K
1,251
清仓
BABA
ALIBABA GROUP HLDG LTD
-$337.6K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$335.2K
20,065
+14%
增持
INVH
INVITATION HOMES INC
+$335.1K
17,615
+75%
建仓
—
NXP SEMICONDUCTORS N V
+$332.0K
1,614
建仓
—
GARMIN LTD
+$329.4K
2,278
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$329.4K
4,929
建仓
KLIC
KULICKE & SOFFA INDS INC
+$322.8K
5,274
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$320.0K
0
-100%
减持
VIRT
VIRTU FINL INC
-$319.3K
49,141
-9%
建仓
BHP
BHP GROUP LTD
+$318.8K
4,377
建仓
NET
CLOUDFLARE INC
+$317.2K
2,997
建仓
PNC
PNC FINL SVCS GROUP INC
+$314.6K
1,649
增持
—
BLACKROCK INC
+$311.8K
994
+34%
建仓
C
CITIGROUP INC
+$311.4K
4,401
增持
PINS
PINTEREST INC
+$308.9K
51,283
+2%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$307.9K
0
-100%
增持
SCHR
SCHWAB STRATEGIC TR
+$304.9K
53,019
+10%
增持
PEP
PEPSICO INC
+$304.7K
3,607
+122%
增持
IGSB
ISHARES TR
+$295.8K
12,715
+73%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$289.1K
51,586
+12%
增持
DOW
DOW INC
+$285.7K
13,020
+55%
增持
BYND
BEYOND MEAT INC
+$283.9K
9,360
+2%
清仓
ABM
ABM INDS INC
-$279.5K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$279.2K
3,376
减持
T
AT&T INC
-$278.1K
15,374
-35%
建仓
AXP
AMERICAN EXPRESS CO
+$264.7K
1,602
增持
HD
HOME DEPOT INC
+$259.3K
3,324
+27%
增持
AMAT
APPLIED MATLS INC
+$257.9K
3,797
+79%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$253.5K
1,693
增持
—
SPIRIT AIRLS INC
-$253.1K
53,574
+5%
增持
APD
AIR PRODS & CHEMS INC
+$252.7K
4,764
+20%
减持
QCOM
QUALCOMM INC
-$250.4K
6,362
-27%
建仓
MGRC
MCGRATH RENTCORP
+$250.3K
3,068
增持
F
FORD MTR CO DEL
+$247.2K
85,473
+2%
减持
ICSH
ISHARES TR
-$245.4K
75,242
-6%
减持
IVE
ISHARES TR
+$242.8K
156,866
-3%
建仓
VTV
VANGUARD INDEX FDS
+$242.6K
1,765
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$242.2K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$241.6K
4,716
减持
NFLX
NETFLIX INC
-$239.4K
2,614
-16%
清仓
NOW
SERVICENOW INC
-$238.6K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$236.6K
0
-100%
清仓
JD
JD.COM INC
-$236.0K
0
-100%
增持
EXC
EXELON CORP
+$234.8K
10,871
+93%
减持
LQD
ISHARES TR
-$233.5K
55,002
-6%
增持
SQ
SQUARE INC
+$231.2K
4,248
+20%
建仓
CVS
CVS HEALTH CORP
+$231.2K
2,771
建仓
EMR
EMERSON ELEC CO
+$229.0K
2,379
清仓
—
AMDOCS LTD
-$228.8K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$228.0K
2,959
+8%
增持
—
JOHNSON CTLS INTL PLC
+$226.6K
9,487
+33%
增持
SCHO
SCHWAB STRATEGIC TR
+$224.4K
49,973
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$224.2K
10,497
+34%
建仓
SPSB
SPDR SER TR
+$223.8K
7,149
建仓
NKE
NIKE INC
+$223.1K
1,444
建仓
VALE
VALE S A
+$218.4K
9,576
增持
BAC
BK OF AMERICA CORP
+$217.7K
19,227
+29%
建仓
MPC
MARATHON PETE CORP
+$214.8K
3,555
建仓
QQQ
INVESCO QQQ TR
+$214.8K
606
减持
CHE
CHEMED CORP NEW
-$214.4K
994
-33%
清仓
XLK
SELECT SECTOR SPDR TR
-$212.4K
0
-100%
增持
FDX
FEDEX CORP
+$212.3K
1,997
+48%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$207.0K
0
-100%
增持
CRM
SALESFORCE COM INC
+$202.9K
1,778
+63%
清仓
—
FIREEYE INC
-$200.3K
0
-100%
减持
RY
ROYAL BK CDA
-$195.3K
15,468
-19%
增持
STZ
CONSTELLATION BRANDS INC
+$189.7K
7,708
+9%
增持
CMRC
BIGCOMMERCE HLDGS INC
+$184.6K
13,475
+13%
减持
OKTA
OKTA INC
+$182.0K
10,306
-3%
减持
AGG
ISHARES TR
-$180.9K
157,405
-2%
增持
DLR
DIGITAL RLTY TR INC
+$171.7K
2,684
+63%
增持
AVGO
BROADCOM INC
+$168.8K
6,426
+3%
减持
GOOG
ALPHABET INC
+$168.6K
423
-2%
减持
SHY
ISHARES TR
-$166.0K
144,596
-1%
增持
ABBV
ABBVIE INC
+$154.7K
3,606
+55%
增持
—
ALTERYX INC
+$154.1K
14,545
+10%
增持
APPN
APPIAN CORP
+$153.3K
9,118
+10%
增持
MA
MASTERCARD INCORPORATED
+$152.6K
10,789
+1%
增持
VVV
VALVOLINE INC
+$151.6K
17,880
+9%
增持
MU
MICRON TECHNOLOGY INC
+$149.6K
24,632
+12%
减持
IEFA
ISHARES TR
+$149.2K
140,909
-2%
减持
EGHT
8X8 INC NEW
-$144.7K
23,525
-4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$142.1K
60,020
+11%
增持
—
VIACOMCBS INC
+$140.5K
17,755
+21%
增持
TMUS
T-MOBILE US INC
+$140.3K
4,677
+9%
建仓
ORANY
ORANGE
+$140.2K
12,259
减持
THO
THOR INDS INC
-$139.0K
5,648
-2%
增持
MS
MORGAN STANLEY
+$136.5K
4,169
+32%
减持
SNN
SMITH & NEPHEW PLC
+$134.9K
26,916
-1%
增持
SPYG
SPDR SER TR
+$134.8K
11,623
+10%
减持
DIS
DISNEY WALT CO
-$132.1K
8,661
-3%
增持
NFG
NATIONAL FUEL GAS CO
+$129.9K
23,094
+7%
增持
—
MEDTRONIC PLC
+$129.5K
5,202
+19%
增持
TXN
TEXAS INSTRS INC
+$119.5K
7,669
+7%
