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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 7
增持 50
减持 73
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
—
NXP SEMICONDUCTORS N V
+$32.9M
179,900
+10293%
减持
ETSY
ETSY INC
-$2.6M
23,026
-7%
减持
SHOP
SHOPIFY INC
-$2.2M
2,535
-11%
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
META
META PLATFORMS INC
-$2.1M
6,675
-37%
减持
IVW
ISHARES TR
-$1.9M
242,766
-1%
减持
TTD
THE TRADE DESK INC
-$1.8M
60,712
-8%
减持
ZS
ZSCALER INC
-$1.4M
13,751
-5%
减持
ROKU
ROKU INC
-$1.3M
11,683
-5%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
29,634
+7%
增持
CVX
CHEVRON CORP NEW
+$1.3M
24,446
+7%
减持
AGG
ISHARES TR
-$1.1M
139,939
-1%
清仓
SBUX
STARBUCKS CORP
-$1.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$905.9K
28,974
-1%
减持
—
EXXON MOBIL CORP
+$856.7K
45,793
-4%
减持
AFRM
AFFIRM HLDGS INC
-$829.7K
14,758
-2%
减持
OKTA
OKTA INC
-$818.0K
9,306
-6%
减持
GVI
ISHARES TR
-$774.7K
111,083
-2%
增持
NEM
NEWMONT CORP
+$768.7K
23,054
+35%
减持
LQD
ISHARES TR
-$753.8K
46,691
-3%
减持
ITOT
ISHARES TR
-$738.8K
115,172
-0%
减持
IJH
ISHARES TR
-$713.5K
37,304
-2%
减持
PFE
PFIZER INC
-$707.7K
65,225
-6%
减持
CPRT
COPART INC
-$705.9K
20,598
-5%
减持
PINS
PINTEREST INC
-$685.9K
46,076
-8%
减持
INTU
INTUIT
-$667.3K
2,933
-9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$651.3K
6,013
+1%
减持
PYPL
PAYPAL HLDGS INC
-$643.5K
5,871
-16%
减持
NFLX
NETFLIX INC
-$618.3K
2,433
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$607.9K
62,733
+94%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$580.1K
223,700
-7%
减持
—
EATON CORP PLC
-$560.3K
6,344
-28%
增持
IEFA
ISHARES TR
-$553.5K
127,664
+1%
减持
AAPL
APPLE INC
-$537.5K
74,484
-2%
减持
IJR
ISHARES TR
-$519.4K
75,575
-0%
减持
NVDA
NVIDIA CORPORATION
-$506.3K
17,153
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$478.4K
26,259
+6%
减持
PUBM
PUBMATIC INC
-$477.9K
53,087
-3%
增持
MO
ALTRIA GROUP INC
+$473.2K
27,899
+34%
减持
HD
HOME DEPOT INC
-$472.4K
3,704
-3%
减持
F
FORD MTR CO DEL
-$464.1K
87,593
-6%
增持
SRE
SEMPRA
+$461.1K
5,785
+50%
减持
SHY
ISHARES TR
-$446.1K
124,517
-2%
减持
GILD
GILEAD SCIENCES INC
-$441.0K
13,302
-22%
减持
AMZN
AMAZON COM INC
-$436.7K
1,568
-6%
增持
PFF
ISHARES TR
-$420.5K
157,220
+1%
减持
PENN
PENN NATL GAMING INC
-$407.8K
32,138
-6%
增持
SCCO
SOUTHERN COPPER CORP
+$399.7K
10,810
+59%
清仓
ACVA
ACV AUCTIONS INC
-$392.9K
0
-100%
清仓
CAT
CATERPILLAR INC
-$385.4K
0
-100%
增持
NKE
NIKE INC
+$373.2K
4,847
+190%
增持
INTC
INTEL CORP
+$371.9K
45,499
+24%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$368.1K
13,644
-3%
增持
—
CONTINENTAL RES INC
+$365.6K
21,767
+1%
增持
MRK
MERCK & CO INC
+$364.8K
15,113
+32%
增持
KO
COCA COLA CO
+$351.5K
33,584
+15%
增持
JNJ
JOHNSON & JOHNSON
+$348.9K
15,816
+10%
清仓
IVV
ISHARES TR
-$337.2K
0
-100%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$309.2K
9,089
-5%
减持
ENB
ENBRIDGE INC
+$300.5K
44,519
-1%
减持
APD
AIR PRODS & CHEMS INC
-$296.2K
5,046
-1%
增持
HDV
ISHARES TR
+$295.2K
27,165
+5%
建仓
CMDY
ISHARES U S ETF TR
+$294.5K
4,800
增持
TXN
TEXAS INSTRS INC
+$269.5K
10,028
+20%
减持
STZ
CONSTELLATION BRANDS INC
-$268.0K
7,766
-5%
清仓
—
ASML HOLDING N V
-$267.5K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$258.9K
37,265
+18%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$258.3K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$256.3K
53,871
+94%
建仓
EOG
EOG RES INC
+$255.7K
2,145
减持
UPST
UPSTART HLDGS INC
-$249.9K
5,498
-2%
减持
DDOG
DATADOG INC
-$249.3K
8,623
-1%
建仓
GLD
SPDR GOLD TR
+$246.8K
1,366
清仓
QQQ
INVESCO QQQ TR
-$244.3K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$243.8K
3,797
+67%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$241.0K
55,058
+1%
建仓
XLE
SELECT SECTOR SPDR TR
+$237.0K
3,100
减持
ICSH
ISHARES TR
-$236.2K
55,798
-7%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$234.5K
0
-100%
增持
CSCO
CISCO SYS INC
-$226.4K
79,944
+8%
增持
PM
PHILIP MORRIS INTL INC
+$226.1K
18,107
+17%
建仓
TRP
TC ENERGY CORP
+$225.7K
4,000
清仓
LOW
LOWES COS INC
-$224.9K
0
-100%
清仓
—
JAMES HARDIE INDS PLC
-$224.5K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$223.8K
3,979
清仓
CODI
COMPASS DIVERSIFIED
-$223.0K
0
-100%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$221.6K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$217.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$215.8K
10,628
-2%
减持
SCHM
SCHWAB STRATEGIC TR
-$215.4K
34,256
-2%
减持
IWF
ISHARES TR
-$214.2K
1,312
-31%
清仓
FSLY
FASTLY INC
-$213.5K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$211.5K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$208.0K
970
清仓
NSC
NORFOLK SOUTHN CORP
-$207.8K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$204.1K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$202.0K
30,393
+34%
减持
VIRT
VIRTU FINL INC
+$201.2K
45,984
-12%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$200.7K
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC
-$200.7K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
-$197.0K
40,252
+96%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$193.6K
17,657
+15%
减持
SCHF
SCHWAB STRATEGIC TR
-$182.9K
60,847
-2%
增持
AVGO
BROADCOM INC
-$181.7K
6,786
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$172.4K
12,651
+15%
减持
—
BLACKROCK INC
-$171.6K
1,037
-2%
清仓
—
PIONEER DIVERSIFIED HIGH INC
-$168.4K
0
-100%
减持
—
JOHNSON CTLS INTL PLC
-$163.3K
9,409
-2%
减持
IVE
ISHARES TR
-$159.5K
132,013
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$157.6K
10,846
-4%
增持
SCHO
SCHWAB STRATEGIC TR
+$150.0K
54,429
+9%
减持
THO
THOR INDS INC
-$147.2K
5,749
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$147.0K
1,176
-6%
减持
EGHT
8X8 INC NEW
-$139.9K
18,829
-16%
增持
MPC
MARATHON PETE CORP
+$134.9K
4,250
+19%
减持
SPYG
SPDR SER TR
-$133.8K
10,834
-8%
减持
—
DIGIMARC CORP NEW
-$132.6K
9,581
-2%
减持
NAVI
NAVIENT CORPORATION
-$131.7K
11,470
-26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$123.9K
1,330
-2%
减持
CG
CARLYLE GROUP INC
-$120.5K
18,524
-1%
增持
MU
MICRON TECHNOLOGY INC
+$119.7K
30,226
+26%
增持
GOOGL
ALPHABET INC
-$113.5K
1,282
+1%
减持
CNQ
CANADIAN NAT RES LTD
+$113.4K
6,016
-2%
增持
ABBV
ABBVIE INC
+$112.7K
4,055
+1%
减持
TIP
ISHARES TR
-$112.7K
4,815
-13%
减持
VVV
VALVOLINE INC
-$111.4K
17,597
-2%
增持
COP
CONOCOPHILLIPS
+$110.1K
3,955
+0%
减持
INVH
INVITATION HOMES INC
-$109.7K
19,041
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$106.5K
16,083
+12%
增持
—
ASTRAZENECA PLC
+$103.0K
5,818
+20%
增持
MTB
M & T BK CORP
+$92.9K
3,217
+9%
减持
AMT
AMERICAN TOWER CORP NEW
-$92.1K
1,126
-12%
增持
LMT
LOCKHEED MARTIN CORP
+$91.1K
687
+15%
增持
JPM
JPMORGAN CHASE & CO
-$90.8K
4,435
+1%
增持
RY
ROYAL BK CDA
+$88.9K
17,347
+1%
减持
MCD
MCDONALDS CORP
-$88.7K
1,897
-9%
减持
MA
MASTERCARD INCORPORATED
-$86.1K
5,856
-3%
增持
—
ACTIVISION BLIZZARD INC
+$79.8K
5,746
+0%
减持
IGSB
ISHARES TR
-$77.3K
12,109
-7%
增持
QCOM
QUALCOMM INC
-$77.2K
5,217
+9%
减持
—
DISCOVER FINL SVCS
-$74.2K
4,868
-8%
增持
SQ
BLOCK INC
-$74.2K
4,166
+5%
减持
—
PARAMOUNT GLOBAL
-$73.2K
10,891
-32%
增持
AMAT
APPLIED MATLS INC
-$71.1K
3,804
+5%
减持
AMGN
AMGEN INC
+$70.0K
6,947
-3%
增持
CRM
SALESFORCE COM INC
-$69.3K
2,405
+5%
增持
EXC
EXELON CORP
-$68.6K
13,091
+9%
减持
FDX
FEDEX CORP
-$68.1K
1,512
-6%
增持
SCHV
SCHWAB STRATEGIC TR
-$67.7K
79,679
+1%
减持
WM
WASTE MGMT INC DEL
-$67.6K
4,614
-4%
减持
MS
MORGAN STANLEY
-$67.2K
4,889
-3%
