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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 43
减持 74
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.3M
66,130
-0%
建仓
TSLA
TESLA INC
+$2.0M
9,740
建仓
ULTA
ULTA BEAUTY INC
+$1.6M
2,842
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
ETSY
ETSY INC
-$1.4M
11,144
-49%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
9,454
+2%
减持
COST
COSTCO WHSL CORP NEW
+$997.5K
28,361
-1%
增持
TTD
THE TRADE DESK INC
+$940.9K
56,526
+1%
减持
PFE
PFIZER INC
-$710.4K
62,409
-2%
减持
IVW
ISHARES TR
+$709.3K
207,304
-3%
减持
INTC
INTEL CORP
-$663.7K
45,162
-44%
减持
UNH
UNITEDHEALTH GROUP INC
-$663.6K
1,571
-41%
减持
PENN
PENN ENTERTAINMENT INC
-$660.1K
11,446
-66%
建仓
SHV
ISHARES TR
+$649.3K
5,876
增持
SHY
ISHARES TR
+$640.2K
114,957
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$637.1K
98,960
+13%
减持
MSFT
MICROSOFT CORP
+$633.9K
18,636
-6%
增持
SHOP
SHOPIFY INC
+$579.5K
41,869
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$548.9K
63,851
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$538.1K
5,013
-30%
增持
SCHR
SCHWAB STRATEGIC TR
+$537.8K
80,209
+13%
减持
PFF
ISHARES TR
-$506.7K
8,161
-67%
减持
CPRT
COPART INC
+$494.7K
37,061
-2%
增持
META
META PLATFORMS INC
+$433.8K
3,850
+21%
增持
SCHO
SCHWAB STRATEGIC TR
+$428.9K
64,884
+14%
减持
CI
THE CIGNA GROUP
-$418.6K
1,754
-33%
增持
INTU
INTUIT
+$403.1K
4,715
+8%
增持
LQD
ISHARES TR
+$393.9K
58,517
+2%
清仓
IVV
ISHARES TR
-$391.9K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$373.8K
6,317
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$368.9K
5,564
+5%
减持
CSCO
CISCO SYS INC
+$350.8K
89,385
-1%
减持
AGG
ISHARES TR
+$348.5K
139,286
-0%
清仓
IWD
ISHARES TR
-$344.4K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$344.2K
2,727
-48%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$341.2K
12,502
+0%
清仓
BOX
BOX INC
-$336.1K
0
-100%
减持
IEFA
ISHARES TR
+$314.2K
144,617
-5%
建仓
ADI
ANALOG DEVICES INC
+$310.8K
1,576
清仓
SPY
SPDR S&P 500 ETF TR
-$296.0K
0
-100%
建仓
EFG
ISHARES TR
+$295.5K
3,154
增持
—
INVESCO EXCH TRD SLF IDX FD
+$292.0K
106,558
+15%
增持
GVI
ISHARES TR
+$285.9K
114,092
+0%
清仓
HFRO
HIGHLAND INCOME FD
-$283.6K
0
-100%
建仓
ROKU
ROKU INC
+$281.3K
4,274
建仓
SCZ
ISHARES TR
+$280.1K
4,707
清仓
—
EVEREST RE GROUP LTD
-$270.3K
0
-100%
减持
AMZN
AMAZON COM INC
+$269.1K
15,504
-2%
增持
TXN
TEXAS INSTRS INC
+$260.8K
9,622
+4%
建仓
ORCL
ORACLE CORP
+$260.6K
2,805
减持
IVE
ISHARES TR
+$254.4K
126,838
-3%
清仓
CEG
CONSTELLATION ENERGY CORP
-$254.2K
0
-100%
增持
V
VISA INC
+$252.6K
14,154
+0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$252.4K
2,713
清仓
AIG
AMERICAN INTL GROUP INC
-$247.1K
0
-100%
清仓
AEE
AMEREN CORP
-$239.2K
0
-100%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$230.1K
0
-100%
清仓
SPEU
SPDR INDEX SHS FDS
-$228.5K
0
-100%
清仓
DTE
DTE ENERGY CO
-$228.3K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$228.3K
2,725
清仓
IXUS
ISHARES TR
-$228.0K
0
-100%
减持
NFLX
NETFLIX INC
+$225.3K
4,692
-1%
清仓
SPSB
SPDR SER TR
-$222.1K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$221.1K
0
-100%
建仓
OKTA
OKTA INC
+$220.0K
2,551
增持
LAMR
LAMAR ADVERTISING CO NEW
+$218.6K
36,927
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$216.0K
3,580
清仓
MGRC
MCGRATH RENTCORP
-$215.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$214.5K
18,431
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$214.4K
12,659
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$213.2K
90,030
-3%
建仓
FTNT
FORTINET INC
+$207.8K
3,127
建仓
HUBB
HUBBELL INC
+$204.1K
839
清仓
PKG
PACKAGING CORP AMER
-$204.0K
0
-100%
建仓
—
GLOBALFOUNDRIES INC
+$203.1K
2,814
减持
SCHF
SCHWAB STRATEGIC TR
+$202.7K
80,536
-0%
减持
APD
AIR PRODS & CHEMS INC
-$197.3K
8,464
-1%
减持
NFG
NATIONAL FUEL GAS CO
-$181.3K
21,934
-4%
增持
BX
BLACKSTONE INC
+$178.7K
12,697
+1%
减持
IJR
ISHARES TR
-$176.4K
47,674
-6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$175.2K
28,962
-3%
减持
—
EATON CORP PLC
+$170.5K
12,153
-0%
增持
T
AT&T INC
+$169.6K
86,778
+6%
减持
MA
MASTERCARD INCORPORATED
-$168.7K
3,080
-17%
减持
—
EXXON MOBIL CORP
-$166.2K
41,247
-3%
减持
AES
AES CORP
-$165.3K
17,077
-15%
减持
HII
HUNTINGTON INGALLS INDS INC
-$163.7K
2,004
-20%
减持
ITOT
ISHARES TR
+$162.8K
87,049
-4%
增持
PNC
PNC FINL SVCS GROUP INC
-$160.8K
7,154
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$150.0K
1,038
-21%
减持
KO
COCA COLA CO
-$147.2K
40,527
-3%
减持
SCHB
SCHWAB STRATEGIC TR
+$146.0K
49,250
-0%
减持
HD
HOME DEPOT INC
-$144.4K
3,231
-7%
减持
MPC
MARATHON PETE CORP
-$144.2K
5,778
-27%
减持
DVN
DEVON ENERGY CORP NEW
-$144.0K
4,977
-23%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$138.1K
0
-100%
增持
AMGN
AMGEN INC
-$132.7K
9,294
+3%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$130.6K
10,911
+2%
减持
EOG
EOG RES INC
-$126.8K
1,969
-28%
增持
BA
BOEING CO
+$123.7K
3,078
+11%
减持
HDV
ISHARES TR
-$122.4K
27,645
-2%
增持
DIS
DISNEY WALT CO
+$121.8K
6,897
+5%
减持
VIRT
VIRTU FINL INC
-$120.9K
37,549
-8%
减持
O
REALTY INCOME CORP
-$118.3K
3,866
-32%
增持
PINS
PINTEREST INC
+$117.2K
34,416
+2%
减持
GOOGL
ALPHABET INC
+$113.0K
11,585
-6%
增持
DOW
DOW INC
+$110.3K
12,210
+10%
减持
PM
PHILIP MORRIS INTL INC
-$104.7K
20,713
-1%
增持
FREL
FIDELITY COVINGTON TRUST
+$104.2K
137,847
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$103.4K
3,331
-1%
减持
BAC
BANK AMERICA CORP
-$102.7K
20,206
-2%
减持
IJH
ISHARES TR
-$99.9K
35,563
-4%
减持
MCD
MCDONALDS CORP
-$98.1K
2,285
-18%
增持
NEM
NEWMONT CORP
+$97.8K
16,106
+10%
减持
AVGO
BROADCOM INC
+$97.3K
5,890
-11%
增持
SCHH
SCHWAB STRATEGIC TR
+$97.3K
59,147
+8%
减持
PEP
PEPSICO INC
-$97.0K
4,735
-11%
增持
IWF
ISHARES TR
+$96.3K
1,419
+21%
减持
ETR
ENTERGY CORP NEW
-$95.4K
2,602
-22%
减持
MRVL
MARVELL TECHNOLOGY INC
-$95.0K
7,389
-34%
减持
CVS
CVS HEALTH CORP
-$92.8K
3,335
-9%
减持
SYY
SYSCO CORP
-$87.1K
3,649
-24%
减持
ALL
ALLSTATE CORP
-$87.0K
2,491
-7%
增持
SNPS
SYNOPSYS INC
+$86.6K
1,226
+1%
增持
WMT
WALMART INC
+$83.0K
9,479
+2%
减持
F
FORD MTR CO DEL
+$81.3K
88,313
-0%
增持
JNJ
JOHNSON & JOHNSON
-$80.6K
17,914
+11%
减持
SNA
SNAP ON INC
+$74.7K
4,244
-0%
减持
MTB
M & T BK CORP
-$69.9K
2,447
-2%
增持
HON
HONEYWELL INTL INC
-$67.8K
4,470
+4%
增持
EZPW
EZCORP INC
+$65.3K
126,887
+1%
减持
JBL
JABIL INC
+$64.3K
3,387
-1%
减持
XEL
XCEL ENERGY INC
-$61.8K
6,203
-9%
减持
ENB
ENBRIDGE INC
-$60.0K
45,071
-1%
减持
CCI
CROWN CASTLE INC
-$59.8K
7,833
-4%
增持
ZS
ZSCALER INC
+$56.8K
11,118
+0%
减持
SPAB
SPDR SER TR
-$54.6K
12,947
-16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$53.6K
4,945
+23%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$53.3K
5,439
-5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$49.8K
10,832
+25%
减持
EFV
ISHARES TR
-$49.8K
4,550
-23%
减持
VLO
VALERO ENERGY CORP
-$48.8K
3,159
-18%
增持
NKE
NIKE INC
+$48.6K
7,065
+1%
减持
—
ACTIVISION BLIZZARD INC
+$48.5K
5,580
-0%
减持
ON
ON SEMICONDUCTOR CORP
-$48.4K
3,143
-36%
增持
IGSB
ISHARES TR
+$48.0K
11,939
+7%
增持
MRK
MERCK & CO INC
+$47.7K
25,390
+6%
减持
ICSH
ISHARES TR
-$44.8K
44,697
-2%
减持
SO
SOUTHERN CO
-$40.4K
3,167
-13%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$39.8K
1,636
-10%
减持
—
ALTERYX INC
+$39.8K
5,072
-1%