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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 33
增持 25
减持 60
清仓 32
方向
标的
Δ市值
现股数(环比)
清仓
—
NXP SEMICONDUCTORS N V
-$33.3M
0
-100%
减持
IVW
ISHARES TR
-$6.0M
207,685
-14%
减持
IJR
ISHARES TR
-$3.8M
47,292
-37%
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
AAPL
APPLE INC
-$3.5M
69,245
-7%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
13,813
-19%
减持
TTD
THE TRADE DESK INC
-$2.6M
39,467
-35%
增持
COST
COSTCO WHSL CORP NEW
-$2.4M
30,545
+3%
增持
AMZN
AMAZON COM INC
-$2.4M
25,593
+1532%
减持
MSFT
MICROSOFT CORP
-$2.1M
26,761
-8%
减持
ITOT
ISHARES TR
-$2.0M
115,054
-0%
减持
IJH
ISHARES TR
-$1.9M
35,719
-4%
增持
IVE
ISHARES TR
-$1.9M
136,023
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.8M
3,754
-65%
减持
CSCO
CISCO SYS INC
-$1.8M
63,017
-21%
减持
AGG
ISHARES TR
-$1.7M
130,580
-7%
建仓
FREL
FIDELITY COVINGTON TRUST
+$1.5M
56,407
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.5M
122,001
-45%
减持
GOOGL
ALPHABET INC
-$1.5M
968
-24%
清仓
DDOG
DATADOG INC
-$1.3M
0
-100%
减持
ZS
ZSCALER INC
-$1.3M
13,551
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.3M
58,875
-6%
减持
ETSY
ETSY INC
-$1.2M
22,639
-2%
减持
GVI
ISHARES TR
-$1.2M
102,907
-7%
减持
PUBM
PUBMATIC INC
-$1.1M
15,649
-71%
减持
AVGO
BROADCOM INC
-$1.1M
6,588
-3%
减持
OKTA
OKTA INC
-$1.1M
3,894
-58%
减持
SHY
ISHARES TR
-$962.7K
113,731
-9%
增持
SHOP
SHOPIFY INC
-$933.3K
24,981
+885%
减持
V
VISA INC
-$925.1K
14,454
-15%
减持
MU
MICRON TECHNOLOGY INC
-$923.9K
25,876
-14%
减持
PINS
PINTEREST INC
-$908.7K
12,404
-73%
清仓
CG
CARLYLE GROUP INC
-$906.0K
0
-100%
减持
META
META PLATFORMS INC
-$905.5K
3,589
-46%
减持
PG
PROCTER AND GAMBLE CO
-$884.2K
9,087
-37%
增持
IEFA
ISHARES TR
+$864.1K
165,472
+30%
减持
—
SPIRIT AIRLS INC
-$854.5K
9,313
-81%
减持
MA
MASTERCARD INCORPORATED
-$853.6K
3,928
-33%
增持
T
AT&T INC
+$847.9K
55,323
+319%
减持
CVX
CHEVRON CORP NEW
-$819.6K
21,832
-11%
清仓
—
BLACKROCK INC
-$792.4K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
-$784.0K
32,059
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$766.2K
17,077
+35%
减持
LQD
ISHARES TR
-$725.9K
44,723
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$718.9K
30,454
-24%
增持
MRK
MERCK & CO INC
+$709.0K
21,378
+41%
减持
DIS
DISNEY WALT CO
-$698.5K
8,043
-24%
建仓
CI
CIGNA CORP NEW
+$684.1K
2,596
清仓
AFRM
AFFIRM HLDGS INC
-$683.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$665.9K
5,665
-6%
减持
VIRT
VIRTU FINL INC
-$663.2K
44,780
-3%
减持
TXN
TEXAS INSTRS INC
-$628.5K
7,885
-21%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$625.2K
14,412
-74%
清仓
—
JOHNSON CTLS INTL PLC
-$616.9K
0
-100%
清仓
TIP
ISHARES TR
-$599.8K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$599.8K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$594.6K
13,211
-3%
减持
BX
BLACKSTONE INC
-$573.3K
14,205
-4%
减持
PFF
ISHARES TR
-$568.4K
156,859
-0%
清仓
SQ
BLOCK INC
-$564.9K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$555.8K
7,555
+50%
减持
ROKU
ROKU INC
-$551.8K
11,099
-5%
减持
NFLX
NETFLIX INC
-$515.2K
2,266
-7%
清仓
CRM
SALESFORCE COM INC
-$510.6K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$501.4K
0
-100%
建仓
—
AMDOCS LTD
+$500.2K
6,004
建仓
IRT
INDEPENDENCE RLTY TR INC
+$499.3K
24,088
减持
NUE
NUCOR CORP
-$499.2K
3,119
-44%
增持
F
FORD MTR CO DEL
-$499.0K
88,247
+1%
增持
DOW
DOW INC
+$492.3K
20,268
+133%
清仓
CAH
CARDINAL HEALTH INC
-$487.2K
0
-100%
清仓
NET
CLOUDFLARE INC
-$473.8K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$467.5K
33,974
-1%
建仓
SCHH
SCHWAB STRATEGIC TR
+$447.6K
21,225
减持
CPRT
COPART INC
-$447.3K
19,668
-5%
减持
PENN
PENN NATL GAMING INC
-$445.9K
30,158
-6%
建仓
VLO
VALERO ENERGY CORP
+$445.0K
4,187
建仓
AEP
AMERICAN ELEC PWR CO INC
+$434.7K
4,531
增持
SCHB
SCHWAB STRATEGIC TR
-$429.7K
55,363
+3%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$425.8K
0
-100%
建仓
FTNT
FORTINET INC
+$401.4K
7,095
增持
SCHV
SCHWAB STRATEGIC TR
-$379.9K
85,044
+7%
减持
JNJ
JOHNSON & JOHNSON
-$377.2K
13,666
-14%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$374.9K
5,730
减持
GS
GOLDMAN SACHS GROUP INC
-$371.5K
2,497
-26%
建仓
ETR
ENTERGY CORP NEW
+$366.4K
3,253
清仓
TSLA
TESLA INC
-$364.2K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$360.9K
1,657
减持
—
EATON CORP PLC
-$351.2K
4,854
-23%
建仓
XEL
XCEL ENERGY INC
+$349.1K
4,934
减持
PLD
PROLOGIS INC.
-$342.7K
1,986
-44%
增持
INTU
INTUIT
+$339.6K
4,540
+55%
增持
—
EXXON MOBIL CORP
+$339.5K
48,126
+5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$336.4K
23,568
-10%
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$334.6K
3,998
减持
PYPL
PAYPAL HLDGS INC
-$328.1K
5,024
-14%
增持
MPC
MARATHON PETE CORP
+$325.7K
8,382
+97%
建仓
BOX
BOX INC
+$324.6K
12,913
清仓
MANH
MANHATTAN ASSOCIATES INC
-$323.3K
0
-100%
增持
INTC
INTEL CORP
-$319.0K
51,748
+14%
建仓
SU
SUNCOR ENERGY INC NEW
+$318.9K
9,094
建仓
THG
HANOVER INS GROUP INC
+$318.1K
2,175
建仓
AIG
AMERICAN INTL GROUP INC
+$317.2K
6,203
建仓
SYY
SYSCO CORP
+$317.0K
3,742
建仓
IDV
ISHARES TR
+$315.3K
11,610
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$297.1K
3,859
清仓
KLIC
KULICKE & SOFFA INDS INC
-$297.1K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$296.5K
1,340
建仓
PANW
PALO ALTO NETWORKS INC
+$296.4K
600
建仓
ON
ON SEMICONDUCTOR CORP
+$295.8K
5,880
清仓
SHW
SHERWIN WILLIAMS CO
-$293.6K
0
-100%
建仓
PSA
PUBLIC STORAGE
+$288.6K
923
清仓
DOCU
DOCUSIGN INC
-$284.1K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$283.4K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$283.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$282.9K
0
-100%
清仓
FAS
DIREXION SHS ETF TR
-$275.3K
0
-100%
建仓
PSX
PHILLIPS 66
+$271.3K
3,309
增持
LAMR
LAMAR ADVERTISING CO NEW
-$270.3K
20,246
+15%
增持
GOOG
ALPHABET INC
-$268.5K
448
+0%
减持
ICSH
ISHARES TR
-$267.6K
50,572
-9%
减持
PFE
PFIZER INC
-$267.6K
59,300
-9%
建仓
KMI
KINDER MORGAN INC DEL
+$263.9K
15,746
减持
UNP
UNION PAC CORP
-$263.6K
2,074
-20%
清仓
BNY
BANK NEW YORK MELLON CORP
-$261.1K
0
-100%
减持
WMT
WALMART INC
-$261.0K
9,422
-0%
清仓
TGT
TARGET CORP
-$258.1K
0
-100%
清仓
—
DIGIMARC CORP NEW
-$252.7K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$250.7K
2,674
减持
—
DISCOVER FINL SVCS
-$248.9K
3,040
-38%
清仓
GLD
SPDR GOLD TR
-$246.8K
0
-100%
建仓
HPQ
HP INC
+$244.5K
7,460
增持
NEM
NEWMONT CORP
-$244.3K
26,602
+15%
建仓
D
DOMINION ENERGY INC
+$239.1K
2,996
建仓
DUK
DUKE ENERGY CORP NEW
+$236.7K
2,208
减持
CCI
CROWN CASTLE INTL CORP NEW
-$235.1K
8,568
-6%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$234.1K
0
-100%
建仓
PAYX
PAYCHEX INC
+$234.0K
2,055
减持
HD
HOME DEPOT INC
-$232.4K
3,195
-14%
增持
LMT
LOCKHEED MARTIN CORP
+$231.2K
1,243
+81%
清仓
SNN
SMITH & NEPHEW PLC
-$231.1K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$229.5K
1,669
清仓
DHR
DANAHER CORPORATION
-$228.5K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$228.5K
9,174
+69%
减持
EW
EDWARDS LIFESCIENCES CORP
-$228.0K
3,174
-29%
减持
BA
BOEING CO
-$223.2K
2,469
-16%
增持
PM
PHILIP MORRIS INTL INC
+$222.8K
19,483
+8%
清仓
CUZ
COUSINS PPTYS INC
-$222.4K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$220.8K
78,065
+28%
清仓
—
PACWEST BANCORP DEL
-$220.5K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.8K
2,835
