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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 19
增持 54
减持 63
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
PFF
ISHARES TR
-$4.1M
24,943
-84%
增持
FREL
FIDELITY COVINGTON TRUST
+$2.0M
134,204
+146%
减持
AMZN
AMAZON COM INC
-$1.8M
15,861
-42%
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
IVE
ISHARES TR
+$1.7M
130,934
-2%
增持
LQD
ISHARES TR
+$1.6M
57,101
+31%
增持
GVI
ISHARES TR
+$1.5M
113,563
+14%
减持
MSFT
MICROSOFT CORP
-$1.4M
19,760
-25%
增持
AGG
ISHARES TR
+$1.3M
139,499
+10%
增持
IJH
ISHARES TR
+$1.3M
37,191
+6%
减持
ITOT
ISHARES TR
-$1.3M
91,031
-20%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.3M
4,799
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.2M
12,350
-89%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
29,840
+31%
建仓
EZPW
EZCORP INC
+$1.0M
125,886
减持
ZS
ZSCALER INC
-$947.5K
11,100
-17%
减持
—
EXXON MOBIL CORP
+$938.2K
42,515
-1%
减持
AAPL
APPLE INC
-$937.0K
66,405
-4%
减持
TTD
THE TRADE DESK INC
-$876.6K
55,813
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$873.3K
92,659
+3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$870.6K
11,203
-63%
增持
NFLX
NETFLIX INC
+$864.8K
4,733
+110%
增持
JNJ
JOHNSON & JOHNSON
+$828.4K
16,175
+30%
增持
CVX
CHEVRON CORP NEW
+$813.9K
17,950
+7%
增持
CSCO
CISCO SYS INC
+$802.6K
90,718
+3%
增持
IVW
ISHARES TR
+$784.8K
214,279
+5%
增持
IJR
ISHARES TR
+$781.8K
50,576
+10%
增持
UNP
UNION PAC CORP
+$777.3K
5,706
+175%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$770.2K
10,646
增持
SHOP
SHOPIFY INC
+$753.7K
41,133
+64%
增持
APD
AIR PRODS & CHEMS INC
+$753.1K
8,526
+6%
减持
GOOGL
ALPHABET INC
-$724.1K
12,340
-35%
清仓
SCCO
SOUTHERN COPPER CORP
-$718.1K
0
-100%
减持
IEFA
ISHARES TR
+$701.6K
151,743
-8%
增持
QCOM
QUALCOMM INC
+$689.3K
9,713
+190%
增持
UNH
UNITEDHEALTH GROUP INC
+$678.8K
2,652
+84%
增持
MRK
MERCK & CO INC
+$678.1K
23,917
+4%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$664.1K
36,759
+8%
增持
SCHH
SCHWAB STRATEGIC TR
+$628.8K
54,747
+139%
清仓
EXC
EXELON CORP
-$599.7K
0
-100%
增持
INTC
INTEL CORP
+$594.1K
80,938
+35%
建仓
PAYC
PAYCOM SOFTWARE INC
+$589.0K
1,898
减持
AVGO
BROADCOM INC
+$585.2K
6,584
-6%
增持
PFE
PFIZER INC
+$574.4K
63,557
+4%
减持
MTB
M & T BK CORP
-$565.9K
2,499
-53%
增持
SCHM
SCHWAB STRATEGIC TR
+$565.0K
42,040
+16%
增持
PG
PROCTER AND GAMBLE CO
+$564.3K
10,839
+27%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$534.6K
6,123
+10%
增持
PINS
PINTEREST INC
+$532.8K
33,829
+173%
清仓
INVH
INVITATION HOMES INC
-$506.8K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$487.5K
5,321
+242%
增持
PM
PHILIP MORRIS INTL INC
+$478.9K
20,937
+6%
增持
SCHR
SCHWAB STRATEGIC TR
+$473.2K
71,239
+15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$457.5K
27,016
-33%
减持
DOW
DOW INC
-$445.3K
11,094
-51%
增持
T
AT&T INC
+$416.1K
81,523
+15%
增持
KO
COCA COLA CO
+$408.6K
41,835
+4%
减持
V
VISA INC
+$407.2K
14,144
-1%
减持
NEM
NEWMONT CORP
-$398.5K
14,656
-43%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$392.6K
92,799
+25%
建仓
IVV
ISHARES TR
+$391.9K
1,020
增持
AMGN
AMGEN INC
+$384.7K
9,060
+2%
减持
ETSY
ETSY INC
+$381.6K
22,061
-2%
清仓
CAT
CATERPILLAR INC
-$372.5K
0
-100%
清仓
CMDY
ISHARES U S ETF TR
-$360.6K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$359.5K
13,681
+4%
建仓
IWD
ISHARES TR
+$344.4K
2,271
增持
SCHZ
SCHWAB STRATEGIC TR
+$331.7K
87,736
+8%
建仓
IEUR
ISHARES TR
+$325.2K
6,846
清仓
THG
HANOVER INS GROUP INC
-$302.7K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$301.3K
36,527
+17%
清仓
ROKU
ROKU INC
-$300.2K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$296.0K
774
增持
TXN
TEXAS INSTRS INC
+$288.8K
9,254
+16%
减持
SCHF
SCHWAB STRATEGIC TR
+$280.5K
80,718
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$280.4K
13,300
-27%
清仓
FTNT
FORTINET INC
-$279.6K
0
-100%
清仓
—
CONTINENTAL RES INC
-$270.8K
0
-100%
建仓
EFV
ISHARES TR
+$270.6K
5,898
清仓
SU
SUNCOR ENERGY INC NEW
-$264.3K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$263.5K
6,775
+26%
减持
—
EATON CORP PLC
+$262.4K
12,181
-2%
增持
MO
ALTRIA GROUP INC
+$257.5K
35,860
+5%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$257.0K
1,809
增持
SCHG
SCHWAB STRATEGIC TR
+$251.9K
65,017
+8%
增持
SRE
SEMPRA
+$250.8K
10,269
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$249.6K
3,360
-8%
建仓
AIG
AMERICAN INTL GROUP INC
+$247.1K
3,908
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$230.1K
5,539
增持
BA
BOEING CO
+$230.0K
2,783
+12%
建仓
SPEU
SPDR INDEX SHS FDS
+$228.5K
6,587
建仓
IXUS
ISHARES TR
+$228.0K
3,939
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$219.1K
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$218.2K
1,814
建仓
HLIT
HARMONIC INC
+$218.0K
16,643
清仓
GNRC
GENERAC HLDGS INC
-$217.5K
0
-100%
清仓
NTR
NUTRIEN LTD
-$216.5K
0
-100%
建仓
MGRC
MCGRATH RENTCORP
+$215.1K
2,178
减持
NKE
NIKE INC
+$213.0K
6,990
-4%
清仓
OKTA
OKTA INC
-$209.4K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$204.1K
3,704
-3%
建仓
PKG
PACKAGING CORP AMER
+$204.0K
1,595
增持
JPM
JPMORGAN CHASE & CO
+$200.2K
5,217
+9%
减持
BX
BLACKSTONE INC
-$199.2K
12,624
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$194.2K
2,980
+5%
增持
COST
COSTCO WHSL CORP NEW
+$188.1K
28,684
+5%
减持
DIS
DISNEY WALT CO
-$188.0K
6,547
-18%
减持
SCHB
SCHWAB STRATEGIC TR
-$185.2K
49,332
-14%
增持
HD
HOME DEPOT INC
+$181.2K
3,476
+5%
增持
PENN
PENN ENTERTAINMENT INC
+$181.1K
33,657
+13%
减持
ICSH
ISHARES TR
-$169.4K
45,780
-7%
减持
SHY
ISHARES TR
-$169.4K
108,472
-2%
增持
SNPS
SYNOPSYS INC
+$166.7K
1,212
+68%
减持
CMI
CUMMINS INC
+$160.2K
4,382
-1%
减持
TSN
TYSON FOODS INC
-$140.9K
6,728
-21%
增持
AES
AES CORP
+$132.3K
20,048
+2%
减持
CCI
CROWN CASTLE INC
-$126.0K
8,170
-4%
减持
SPYD
SPDR SER TR
-$117.0K
7,313
-36%
增持
PEP
PEPSICO INC
+$116.6K
5,315
+3%
减持
TMUS
T-MOBILE US INC
-$115.3K
1,955
-33%
减持
NVDA
NVIDIA CORPORATION
+$114.3K
9,233
-9%
减持
COP
CONOCOPHILLIPS
-$108.6K
1,874
-42%
减持
PUBM
PUBMATIC INC
-$107.4K
11,929
-24%
减持
HDV
ISHARES TR
+$105.9K
28,135
-9%
减持
SNA
SNAP ON INC
+$105.5K
4,259
-1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$104.8K
8,692
+24%
减持
—
ASTRAZENECA PLC
+$104.6K
8,703
-2%
减持
PYPL
PAYPAL HLDGS INC
-$104.2K
4,609
-8%
减持
LMT
LOCKHEED MARTIN CORP
+$99.9K
1,317
-6%
减持
META
META PLATFORMS INC
-$98.5K
3,176
-10%
减持
CI
CIGNA CORP NEW
+$94.9K
2,616
-6%
减持
MPC
MARATHON PETE CORP
+$91.9K
7,932
-5%
减持
GOOG
ALPHABET INC
-$91.7K
8,775
-3%
减持
WMT
WALMART INC
+$90.6K
9,272
-2%
减持
SPYV
SPDR SER TR
+$89.7K
27,574
-3%
减持
ENB
ENBRIDGE INC
+$80.7K
45,510
-1%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$77.6K
11,633
减持
O
REALTY INCOME CORP
-$76.3K
5,725
-24%
减持
WM
WASTE MGMT INC DEL
-$75.9K
3,151
-11%
减持
BDX
BECTON DICKINSON & CO
+$72.8K
2,419
-1%
减持
NUE
NUCOR CORP
+$68.8K
3,030
-2%
增持
GD
GENERAL DYNAMICS CORP
+$67.9K
1,613
+3%
减持
MDLZ
MONDELEZ INTL INC
+$67.9K
8,531
-7%
增持
QEFA
SPDR INDEX SHS FDS
+$67.0K
7,766
+1%
减持
SJM
SMUCKER J M CO
+$65.4K
3,610
-2%
减持
SPTM
SPDR SER TR
-$64.6K
9,476
-18%
减持
BOX
BOX INC
+$60.8K
10,798
-4%
减持
MCD
MCDONALDS CORP
+$60.4K
2,797
-5%
减持
VIRT
VIRTU FINL INC
-$60.3K
40,693
-5%
减持
SPSM
SPDR SER TR
-$60.1K
7,191
-25%
减持
—
AMDOCS LTD
+$59.7K
5,726
-1%
