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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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 14
增持 75
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
COST
COSTCO WHSL CORP NEW
+$11.1M
36,604
+172%
减持
IVW
ISHARES TR
-$3.6M
261,131
-17%
减持
IVE
ISHARES TR
-$3.3M
136,641
-13%
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。
减持
ITOT
ISHARES TR
-$2.2M
120,562
-15%
减持
ROKU
ROKU INC
-$1.9M
12,579
-1%
建仓
UPST
UPSTART HLDGS INC
+$1.7M
5,439
清仓
BYND
BEYOND MEAT INC
-$1.5M
0
-100%
减持
PINS
PINTEREST INC
-$1.5M
50,783
-1%
减持
IJH
ISHARES TR
-$1.3M
38,522
-10%
减持
IJR
ISHARES TR
-$1.2M
78,949
-10%
减持
AGG
ISHARES TR
-$1.1M
148,085
-6%
减持
IEFA
ISHARES TR
-$986.0K
128,788
-9%
减持
GVI
ISHARES TR
-$863.4K
119,604
-5%
减持
SHY
ISHARES TR
-$725.0K
136,197
-6%
减持
ZS
ZSCALER INC
+$635.9K
14,797
-1%
建仓
AFRM
AFFIRM HLDGS INC
+$603.8K
5,068
减持
LQD
ISHARES TR
-$534.0K
51,537
-6%
减持
PFF
ISHARES TR
-$529.8K
166,693
-6%
减持
TTD
THE TRADE DESK INC
-$488.6K
66,591
-0%
减持
ICSH
ISHARES TR
-$486.3K
65,635
-13%
减持
MA
MASTERCARD INCORPORATED
-$483.1K
9,940
-8%
增持
GOOGL
ALPHABET INC
+$480.9K
1,243
+7%
建仓
CAH
CARDINAL HEALTH INC
+$480.2K
9,708
减持
FSLY
FASTLY INC
-$450.2K
21,936
-2%
减持
AMGN
AMGEN INC
-$426.1K
7,033
-11%
增持
APPN
APPIAN CORP
-$407.1K
9,176
+1%
增持
DDOG
DATADOG INC
+$366.8K
8,558
+6%
减持
SHOP
SHOPIFY INC
-$349.1K
2,888
-1%
增持
MU
MICRON TECHNOLOGY INC
-$339.1K
24,713
+0%
减持
QCOM
QUALCOMM INC
-$318.6K
4,580
-28%
减持
—
ACTIVISION BLIZZARD INC
-$313.3K
6,636
-23%
增持
BX
BLACKSTONE INC
+$307.8K
14,416
+2%
减持
—
EATON CORP PLC
-$292.9K
8,736
-19%
建仓
UNH
UNITEDHEALTH GROUP INC
+$282.1K
722
减持
HDV
ISHARES TR
-$274.2K
24,599
-8%
减持
MSFT
MICROSOFT CORP
+$261.1K
28,511
-1%
减持
SNN
SMITH & NEPHEW PLC
-$259.9K
26,479
-2%
建仓
COP
CONOCOPHILLIPS
+$254.5K
3,756
清仓
MGRC
MCGRATH RENTCORP
-$250.3K
0
-100%
增持
—
SPIRIT AIRLS INC
-$239.0K
53,655
+0%
建仓
—
ASTRAZENECA PLC
+$238.6K
3,972
减持
AAPL
APPLE INC
+$221.6K
79,335
-1%
增持
CMI
CUMMINS INC
+$220.3K
3,640
+49%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$220.1K
8,586
+1%
建仓
TRV
TRAVELERS COMPANIES INC
+$219.5K
1,444
清仓
VALE
VALE S A
-$218.4K
0
-100%
减持
CMRC
BIGCOMMERCE HLDGS INC
-$216.9K
12,991
-4%
增持
AMZN
AMAZON COM INC
-$214.7K
1,673
+1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$210.3K
14,552
+5%
减持
NFLX
NETFLIX INC
+$209.2K
2,605
-0%
建仓
CMC
COMMERCIAL METALS CO
+$209.1K
6,866
建仓
—
ASML HOLDING N V
+$205.7K
276
减持
V
VISA INC
-$205.6K
18,552
-0%
建仓
ABT
ABBOTT LABS
+$203.4K
1,722
建仓
O
REALTY INCOME CORP
+$201.2K
3,102
建仓
CUZ
COUSINS PPTYS INC
+$200.3K
5,372
减持
—
ALTERYX INC
-$189.2K
14,528
-0%
建仓
—
COSTAMARE INC
+$185.0K
11,946
增持
INTU
INTUIT
+$181.8K
3,199
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$180.4K
1,408
-20%
增持
—
CONTINENTAL RES INC
+$174.1K
21,178
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$172.7K
13,018
+24%
增持
PYPL
PAYPAL HLDGS INC
-$172.5K
6,355
+1%
增持
CSCO
CISCO SYS INC
+$171.8K
68,726
+2%
减持
BAC
BK OF AMERICA CORP
-$171.3K
14,639
-24%
增持
HD
HOME DEPOT INC
+$168.3K
3,742
+13%
增持
AVGO
BROADCOM INC
+$168.0K
6,665
+4%
减持
FDX
FEDEX CORP
-$164.6K
1,966
-2%
减持
VIRT
VIRTU FINL INC
-$160.5K
49,006
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$156.7K
32,867
-5%
增持
GILD
GILEAD SCIENCES INC
+$155.4K
16,756
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$151.2K
1,413
-26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$149.9K
9,859
+18%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$144.9K
9,215
+3%
增持
PG
PROCTER AND GAMBLE CO
+$140.8K
12,423
+5%
清仓
ORANY
ORANGE
-$140.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$139.9K
17,888
+301%
增持
NEM
NEWMONT CORP
+$130.5K
9,210
+58%
增持
SCHZ
SCHWAB STRATEGIC TR
+$125.4K
71,509
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$122.3K
28,667
+13%
增持
CRM
SALESFORCE COM INC
+$120.6K
2,046
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$115.2K
23,336
+5%
增持
MS
MORGAN STANLEY
+$108.0K
5,038
+21%
减持
OKTA
OKTA INC
-$107.7K
10,171
-1%
增持
MRK
MERCK & CO INC
+$102.5K
10,425
+19%
减持
SCHB
SCHWAB STRATEGIC TR
-$100.3K
28,010
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$97.4K
52,512
+2%
增持
EXC
EXELON CORP
+$94.8K
11,925
+10%
增持
APD
AIR PRODS & CHEMS INC
-$91.5K
4,994
+5%
增持
—
VIACOMCBS INC
-$89.7K
18,042
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$89.5K
6,010
-1%
减持
PFE
PFIZER INC
+$86.8K
67,803
-6%
增持
EGHT
8X8 INC NEW
-$86.2K
24,235
+3%
增持
SCHR
SCHWAB STRATEGIC TR
+$86.1K
54,687
+3%
增持
INVH
INVITATION HOMES INC
+$82.7K
19,294
+10%
减持
AMAT
APPLIED MATLS INC
-$82.3K
3,561
-6%
增持
CG
CARLYLE GROUP INC
+$79.6K
18,698
+8%
增持
NET
CLOUDFLARE INC
+$78.9K
3,516
+17%
增持
SCHA
SCHWAB STRATEGIC TR
-$78.4K
20,100
+0%
增持
TXN
TEXAS INSTRS INC
+$78.1K
8,079
+5%
增持
BHP
BHP GROUP LTD
-$77.8K
4,502
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$77.1K
63,806
+6%
增持
SCHV
SCHWAB STRATEGIC TR
+$74.0K
76,662
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$74.0K
1,986
+20%
减持
AMT
AMERICAN TOWER CORP NEW
-$71.4K
1,568
-13%
增持
META
FACEBOOK INC
-$70.8K
10,931
+1%
增持
TMUS
T-MOBILE US INC
-$70.8K
4,748
+2%
增持
STZ
CONSTELLATION BRANDS INC
-$70.7K
8,221
+7%
增持
KO
COCA COLA CO
+$70.2K
26,596
+9%
增持
MO
ALTRIA GROUP INC
+$68.2K
18,153
+14%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$67.6K
11,042
-0%
减持
DHR
DANAHER CORPORATION
-$67.0K
829
-30%
增持
UNP
UNION PAC CORP
-$66.1K
2,874
+0%
增持
THO
THOR INDS INC
+$65.7K
5,734
+2%
增持
—
MEDTRONIC PLC
+$64.4K
5,665
+9%
减持
MCD
MCDONALDS CORP
-$63.8K
1,931
-16%
减持
CHE
CHEMED CORP NEW
-$62.8K
879
-12%
减持
DIS
DISNEY WALT CO
-$61.4K
8,636
-0%
减持
GOOG
ALPHABET INC
+$59.3K
420
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$58.4K
22,276
+1%
增持
TSN
TYSON FOODS INC
+$56.7K
9,806
+1%
减持
SJM
SMUCKER J M CO
-$55.4K
3,765
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$53.0K
3,111
+5%
增持
SCI
SERVICE CORP INTL
+$52.9K
4,889
+8%
减持
—
KANSAS CITY SOUTHERN
-$52.0K
1,328
-9%
增持
EMR
EMERSON ELEC CO
+$49.3K
2,954
+24%
减持
T
AT&T INC
-$49.0K
14,566
-5%
增持
SRE
SEMPRA
+$47.8K
3,836
+16%
增持
MMM
3M CO
-$46.2K
5,106
+8%
增持
JPM
JPMORGAN CHASE & CO
+$46.2K
4,300
+2%
增持
CVS
CVS HEALTH CORP
+$43.2K
3,234
+17%
减持
CPRT
COPART INC
-$43.2K
22,246
-6%
增持
IWF
ISHARES TR
+$43.1K
1,340
+12%
增持
SNPS
SYNOPSYS INC
+$43.0K
873
+10%
增持
PM
PHILIP MORRIS INTL INC
+$42.2K
15,100
+8%
增持
SCHO
SCHWAB STRATEGIC TR
+$41.8K
50,819
+2%
增持
SCHM
SCHWAB STRATEGIC TR
-$41.5K
34,094
+1%
增持
MANH
MANHATTAN ASSOCIATES INC
+$41.0K
2,340
+7%
增持
JNJ
JOHNSON & JOHNSON
+$40.7K
13,730
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$36.8K
5,371
+14%
减持
JJSF
J & J SNACK FOODS CORP
-$36.2K
1,509
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$35.9K
1,746
+2%
减持
WM
WASTE MGMT INC DEL
-$35.5K
4,734
-11%
减持
XAR
SPDR SER TR
-$34.0K
2,505
-0%
增持
—
GARMIN LTD
+$33.5K
2,335
+3%
增持
ENB
ENBRIDGE INC
+$33.5K
45,058
+3%
建仓
CIG
CIA ENERGETICA DE MINAS GERA
+$29.0K
11,512
增持
INTC
INTEL CORP
+$28.3K
34,509
+7%
增持
BA
BOEING CO
-$27.8K
2,758
+4%
减持
SPYV
SPDR SER TR
-$25.0K
19,119
-2%
