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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 62
减持 58
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
27,328
-11%
增持
TTD
THE TRADE DESK INC
+$1.7M
56,548
+43%
减持
IVE
ISHARES TR
-$1.4M
134,249
-1%
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。
清仓
MU
MICRON TECHNOLOGY INC
-$1.4M
0
-100%
减持
IEFA
ISHARES TR
-$1.1M
164,266
-1%
减持
—
CONTINENTAL RES INC
-$1.1M
4,053
-80%
减持
AGG
ISHARES TR
-$1.1M
126,916
-3%
增持
—
EATON CORP PLC
+$1.0M
12,368
+155%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$1.0M
34,016
+68%
减持
NVDA
NVIDIA CORPORATION
-$858.9K
10,174
-26%
增持
CSCO
CISCO SYS INC
+$832.2K
87,980
+40%
减持
IVW
ISHARES TR
-$783.3K
203,120
-2%
减持
CVX
CHEVRON CORP NEW
-$753.0K
16,760
-23%
减持
GVI
ISHARES TR
-$714.2K
99,790
-3%
减持
MSFT
MICROSOFT CORP
-$696.4K
26,521
-1%
减持
ITOT
ISHARES TR
-$632.9K
113,231
-2%
减持
ROKU
ROKU INC
-$611.4K
5,324
-52%
减持
ETSY
ETSY INC
+$603.4K
22,579
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$547.7K
5,545
-2%
减持
NEM
NEWMONT CORP
-$497.1K
25,939
-2%
减持
LQD
ISHARES TR
-$465.0K
43,493
-3%
建仓
AES
AES CORP
+$444.2K
19,656
减持
SHY
ISHARES TR
-$441.7K
110,504
-3%
增持
PFE
PFIZER INC
-$426.8K
61,295
+3%
增持
MTB
M & T BK CORP
+$421.5K
5,265
+66%
增持
SRE
SEMPRA
+$419.2K
8,911
+46%
建仓
NEE
NEXTERA ENERGY INC
+$418.7K
5,340
减持
JNJ
JOHNSON & JOHNSON
-$396.9K
12,420
-9%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$396.2K
22,831
-3%
增持
INTC
INTEL CORP
-$390.8K
59,958
+16%
减持
IJH
ISHARES TR
-$382.8K
35,109
-2%
建仓
CAT
CATERPILLAR INC
+$372.5K
2,270
增持
AMZN
AMAZON COM INC
+$370.6K
27,335
+7%
减持
—
EXXON MOBIL CORP
-$370.4K
42,963
-11%
减持
IJR
ISHARES TR
-$365.6K
45,931
-3%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$334.6K
0
-100%
减持
PFF
ISHARES TR
-$325.3K
152,580
-3%
清仓
AIG
AMERICAN INTL GROUP INC
-$317.2K
0
-100%
清仓
IDV
ISHARES TR
-$315.3K
0
-100%
减持
V
VISA INC
-$314.5K
14,249
-1%
减持
QCOM
QUALCOMM INC
-$313.1K
3,351
-38%
清仓
SCI
SERVICE CORP INTL
-$299.8K
0
-100%
增持
GOOGL
ALPHABET INC
-$296.7K
18,953
+1858%
清仓
PSA
PUBLIC STORAGE
-$288.6K
0
-100%
增持
SPYV
SPDR SER TR
+$287.8K
28,490
+51%
减持
TSN
TYSON FOODS INC
-$286.7K
8,490
-14%
增持
PM
PHILIP MORRIS INTL INC
-$283.6K
19,759
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$278.9K
40,082
+13%
建仓
AMLP
ALPS ETF TR
+$275.8K
7,543
建仓
HFRO
HIGHLAND INCOME FD
+$267.6K
27,530
增持
UNH
UNITEDHEALTH GROUP INC
+$262.4K
1,440
+59%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$256.8K
18,132
+6%
建仓
IRM
IRON MTN INC DEL
+$252.6K
5,745
清仓
HPQ
HP INC
-$244.5K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$243.5K
0
-100%
增持
SPYG
SPDR SER TR
+$242.1K
16,052
+49%
清仓
D
DOMINION ENERGY INC
-$239.1K
0
-100%
增持
HII
HUNTINGTON INGALLS INDS INC
+$238.9K
2,708
+63%
清仓
DUK
DUKE ENERGY CORP NEW
-$236.7K
0
-100%
增持
ENB
ENBRIDGE INC
-$233.8K
45,789
+0%
清仓
PLD
PROLOGIS INC.
-$233.7K
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$229.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$228.1K
8,543
-6%
减持
FREL
FIDELITY COVINGTON TRUST
-$227.9K
54,521
-3%
建仓
DTE
DTE ENERGY CO
+$223.4K
1,942
清仓
—
SPIRIT AIRLS INC
-$222.0K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$219.9K
7,003
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$219.1K
10,645
清仓
AMD
ADVANCED MICRO DEVICES INC
-$216.8K
0
-100%
建仓
NTR
NUTRIEN LTD
+$216.5K
2,596
清仓
TRP
TC ENERGY CORP
-$213.9K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$208.6K
0
-100%
减持
CCI
CROWN CASTLE INC
-$208.5K
8,538
-0%
建仓
GPC
GENUINE PARTS CO
+$208.2K
1,394
清仓
PLAB
PHOTRONICS INC
-$205.4K
0
-100%
增持
BAC
BK OF AMERICA CORP
+$204.1K
20,800
+53%
增持
SPMD
SPDR SER TR
+$191.9K
14,089
+59%
增持
HDV
ISHARES TR
-$189.8K
30,966
+3%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$185.7K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$164.5K
6,931
+53%
减持
ZS
ZSCALER INC
+$163.6K
13,321
-2%
增持
QEFA
SPDR INDEX SHS FDS
+$161.0K
7,722
+77%
减持
BX
BLACKSTONE INC
-$160.2K
13,569
-4%
增持
DVN
DEVON ENERGY CORP NEW
+$159.3K
6,223
+60%
减持
VIRT
VIRTU FINL INC
-$157.4K
42,893
-4%
减持
MA
MASTERCARD INCORPORATED
-$155.3K
3,812
-3%
增持
SPTM
SPDR SER TR
+$148.7K
11,623
+48%
清仓
—
COSTAMARE INC
-$142.9K
0
-100%
减持
OKTA
OKTA INC
-$142.6K
3,683
-5%
减持
MPC
MARATHON PETE CORP
+$142.2K
8,369
-0%
增持
SCHF
SCHWAB STRATEGIC TR
-$135.7K
82,453
+6%
减持
NFLX
NETFLIX INC
+$134.7K
2,255
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
-$134.6K
81,074
+2%
增持
AMGN
AMGEN INC
+$133.3K
8,850
+16%
增持
NKE
NIKE INC
-$132.7K
7,278
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$129.9K
115,789
-5%
减持
FTNT
FORTINET INC
-$121.9K
5,690
-20%
增持
CPRT
COPART INC
+$116.7K
21,183
+8%
增持
RY
ROYAL BK CDA
-$116.3K
18,112
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$115.8K
12,995
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$110.0K
29,959
-7%
增持
GOOG
ALPHABET INC
-$109.6K
9,052
+1921%
增持
EOG
EOG RES INC
+$107.4K
3,034
+45%
增持
SHOP
SHOPIFY INC
-$106.4K
25,018
+0%
减持
MO
ALTRIA GROUP INC
-$105.0K
34,216
-4%
增持
AVGO
BROADCOM INC
-$104.7K
6,972
+6%
减持
—
ASTRAZENECA PLC
-$104.1K
8,853
-1%
增持
SPYD
SPDR SER TR
+$100.1K
11,459
+49%
减持
PENN
PENN ENTERTAINMENT INC
-$98.9K
29,752
-1%
减持
META
META PLATFORMS INC
-$98.0K
3,543
-1%
减持
AAPL
APPLE INC
+$97.9K
69,211
-0%
增持
SCHR
SCHWAB STRATEGIC TR
-$96.2K
61,740
+2%
增持
XEL
XCEL ENERGY INC
+$94.6K
6,934
+41%
减持
ABBV
ABBVIE INC
-$93.0K
4,107
-2%
增持
SPSM
SPDR SER TR
+$88.7K
9,570
+45%
增持
SCCO
SOUTHERN COPPER CORP
+$88.3K
16,014
+27%
增持
CI
CIGNA CORP NEW
+$87.8K
2,782
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$87.4K
2,829
+13%
减持
CEG
CONSTELLATION ENERGY CORP
+$87.0K
3,548
-2%
增持
NFG
NATIONAL FUEL GAS CO
-$85.7K
23,041
+1%
增持
PYPL
PAYPAL HLDGS INC
+$81.6K
5,025
+0%
减持
CNQ
CANADIAN NAT RES LTD
-$80.4K
9,391
-3%
增持
WMT
WALMART INC
+$78.6K
9,438
+0%
增持
T
AT&T INC
-$74.9K
70,710
+28%
减持
BDX
BECTON DICKINSON & CO
-$73.7K
2,434
-3%
减持
ICSH
ISHARES TR
-$70.3K
49,196
-3%
减持
MDLZ
MONDELEZ INTL INC
-$69.0K
9,131
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$66.5K
1,015
-5%
增持
PNC
PNC FINL SVCS GROUP INC
+$64.6K
5,398
+15%
减持
LUV
SOUTHWEST AIRLS CO
-$64.4K
11,027
-2%
增持
SCHV
SCHWAB STRATEGIC TR
-$64.4K
89,626
+5%
增持
GOVT
ISHARES TR
+$63.3K
14,649
+30%
减持
PINS
PINTEREST INC
+$63.3K
12,385
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$62.1K
36,234
+7%
增持
—
EVEREST RE GROUP LTD
+$61.8K
1,044
+38%
增持
SYY
SYSCO CORP
+$60.8K
5,343
+43%
增持
APD
AIR PRODS & CHEMS INC
+$58.3K
8,057
+7%
减持
STZ
CONSTELLATION BRANDS INC
-$54.9K
7,356
-2%
增持
SU
SUNCOR ENERGY INC NEW
-$54.6K
9,390
+3%
增持
SCHG
SCHWAB STRATEGIC TR
-$53.7K
60,212
+2%
增持
SCHB
SCHWAB STRATEGIC TR
-$50.7K
57,055
+3%
减持
BOX
BOX INC
-$49.3K
11,290
-13%
减持
CVS
CVS HEALTH CORP
-$49.3K
3,654
-15%
增持
PEP
PEPSICO INC
+$48.3K
5,167
+8%
增持
SPAB
SPDR SER TR
+$47.8K
15,622
+20%
减持
INVH
INVITATION HOMES INC
-$46.5K
15,008
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$42.5K
20,025
+11%
增持
DOW
DOW INC
-$41.7K
22,862
+13%
增持
PANW
PALO ALTO NETWORKS INC
-$41.3K
1,557
+160%
增持
TMUS
T-MOBILE US INC
+$41.2K
2,899
+12%
