小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 26
增持 71
减持 36
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
—
NXP SEMICONDUCTORS N V
+$26.9M
131,300
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
124,455
+875%
减持
AAPL
APPLE INC
+$1.8M
65,487
-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
ULTA
ULTA BEAUTY INC
-$1.6M
0
-100%
增持
AVGO
BROADCOM INC
+$1.5M
6,134
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
8,735
+559%
减持
IVW
ISHARES TR
+$1.3M
206,299
-0%
建仓
ELF
E L F BEAUTY INC
+$1.2M
10,327
减持
NVDA
NVIDIA CORPORATION
+$1.1M
8,868
-6%
减持
IVE
ISHARES TR
+$1.1M
126,337
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
70,148
+10%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.0M
12,244
增持
ROKU
ROKU INC
+$1.0M
20,051
+369%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$993.9K
12,305
增持
TTD
THE TRADE DESK INC
+$942.5K
56,793
+0%
减持
MSFT
MICROSOFT CORP
+$900.7K
18,422
-1%
增持
SHV
ISHARES TR
+$872.7K
13,780
+135%
减持
QCOM
QUALCOMM INC
-$854.6K
1,791
-79%
减持
COST
COSTCO WHSL CORP NEW
+$818.2K
27,694
-2%
建仓
SCCO
SOUTHERN COPPER CORP
+$791.4K
11,032
增持
JPM
JPMORGAN CHASE & CO
+$783.4K
7,830
+187%
增持
SHOP
SHOPIFY INC
+$767.8K
42,957
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$767.8K
99,448
+10%
增持
V
VISA INC
+$696.6K
16,371
+16%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$669.7K
6,348
+0%
增持
TSLA
TESLA INC
+$643.9K
10,179
+5%
减持
ITOT
ISHARES TR
+$623.1K
86,931
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$618.9K
22,635
-22%
减持
INTC
INTEL CORP
-$604.1K
26,058
-42%
增持
PSX
PHILLIPS 66
+$594.4K
9,486
+210%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$591.9K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$547.6K
5,248
+8%
增持
VLO
VALERO ENERGY CORP
+$539.7K
8,361
+165%
减持
CPRT
COPART INC
+$536.6K
36,443
-2%
增持
NFLX
NETFLIX INC
+$498.2K
4,811
+3%
增持
ZS
ZSCALER INC
+$483.0K
12,180
+10%
增持
AMZN
AMAZON COM INC
+$458.7K
15,803
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$454.2K
6,127
+10%
增持
SCHB
SCHWAB STRATEGIC TR
+$412.7K
53,564
+9%
增持
—
EATON CORP PLC
+$399.9K
12,343
+2%
减持
ETSY
ETSY INC
-$398.1K
9,958
-11%
增持
MRK
MERCK & CO INC
+$385.8K
26,753
+5%
建仓
—
SUPER MICRO COMPUTER INC
+$381.9K
1,532
清仓
GD
GENERAL DYNAMICS CORP
-$379.3K
0
-100%
减持
GVI
ISHARES TR
-$374.4K
112,216
-2%
减持
PFE
PFIZER INC
-$373.4K
59,240
-5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$366.1K
3,214
建仓
DRI
DARDEN RESTAURANTS INC
+$360.9K
2,160
减持
AGG
ISHARES TR
-$358.8K
138,027
-1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$342.7K
0
-100%
建仓
NVS
NOVARTIS AG
+$337.2K
3,342
增持
CSCO
CISCO SYS INC
+$326.5K
96,619
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$320.2K
87,596
+9%
增持
MO
ALTRIA GROUP INC
+$317.7K
43,915
+17%
建仓
—
JOHNSON CTLS INTL PLC
+$301.7K
4,428
增持
META
META PLATFORMS INC
+$300.1K
3,889
+1%
增持
APD
AIR PRODS & CHEMS INC
+$290.9K
9,087
+7%
建仓
KHC
KRAFT HEINZ CO
+$289.0K
8,142
建仓
CAH
CARDINAL HEALTH INC
+$288.0K
3,045
清仓
SYY
SYSCO CORP
-$281.8K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$280.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$280.3K
18,469
+3%
清仓
SCZ
ISHARES TR
-$280.1K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$275.1K
0
-100%
减持
IJH
ISHARES TR
+$271.3K
35,060
-1%
增持
BA
BOEING CO
+$267.4K
4,363
+42%
减持
ABBV
ABBVIE INC
-$263.6K
2,227
-37%
增持
SCHM
SCHWAB STRATEGIC TR
+$255.0K
42,790
+4%
清仓
PFF
ISHARES TR
-$254.8K
0
-100%
减持
NEM
NEWMONT CORP
-$253.9K
12,555
-22%
建仓
BKNG
BOOKING HOLDINGS INC
+$253.8K
94
清仓
DVN
DEVON ENERGY CORP NEW
-$251.9K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$247.8K
0
-100%
清仓
O
REALTY INCOME CORP
-$244.8K
0
-100%
建仓
IVV
ISHARES TR
+$242.5K
544
建仓
EXC
EXELON CORP
+$239.8K
5,886
建仓
BP
BP PLC
+$236.3K
6,696
减持
NFG
NATIONAL FUEL GAS CO
-$232.8K
20,127
-8%
建仓
SPY
SPDR S&P 500 ETF TR
+$232.7K
525
建仓
TJX
TJX COS INC NEW
+$230.5K
2,718
建仓
—
DIGIMARC CORP NEW
+$229.9K
7,809
增持
SCHZ
SCHWAB STRATEGIC TR
+$229.4K
105,537
+7%
清仓
PAYX
PAYCHEX INC
-$228.7K
0
-100%
建仓
CRM
SALESFORCE INC
+$226.5K
1,072
清仓
EOG
EOG RES INC
-$225.7K
0
-100%
建仓
LKQ
LKQ CORP
+$224.0K
3,845
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$222.9K
1,216
清仓
OKTA
OKTA INC
-$220.0K
0
-100%
增持
KO
COCA COLA CO
+$219.9K
45,396
+12%
清仓
MU
MICRON TECHNOLOGY INC
-$216.0K
0
-100%
建仓
EXTR
EXTREME NETWORKS
+$211.9K
8,134
建仓
UBER
UBER TECHNOLOGIES INC
+$206.9K
4,792
增持
MDLZ
MONDELEZ INTL INC
+$205.8K
10,523
+31%
清仓
—
GLOBALFOUNDRIES INC
-$203.1K
0
-100%
建仓
GLD
SPDR GOLD TR
+$201.8K
1,132
建仓
NSC
NORFOLK SOUTHN CORP
+$200.2K
883
增持
GOOGL
ALPHABET INC
+$198.8K
11,700
+1%
增持
HD
HOME DEPOT INC
+$195.2K
3,698
+14%
增持
MRVL
MARVELL TECHNOLOGY INC
+$182.3K
8,401
+14%
减持
F
FORD MTR CO DEL
+$180.9K
85,499
-3%
减持
MPC
MARATHON PETE CORP
-$180.7K
5,132
-11%
增持
SCHR
SCHWAB STRATEGIC TR
+$179.7K
85,727
+7%
减持
ENB
ENBRIDGE INC
-$176.4K
41,537
-8%
增持
PEP
PEPSICO INC
+$160.9K
5,529
+17%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$159.5K
115,274
+8%
增持
ADI
ANALOG DEVICES INC
+$159.5K
2,414
+53%
增持
PAYC
PAYCOM SOFTWARE INC
+$158.6K
2,321
+20%
增持
GLW
CORNING INC
+$157.9K
13,816
+49%
减持
ICSH
ISHARES TR
-$154.0K
41,591
-7%
增持
PG
PROCTER AND GAMBLE CO
+$152.2K
11,963
+7%
增持
MMM
3M CO
+$151.3K
5,331
+47%
减持
SNA
SNAP ON INC
+$147.0K
4,146
-2%
增持
IWF
ISHARES TR
+$137.6K
1,760
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$135.6K
13,415
+6%
增持
—
ASTRAZENECA PLC
+$133.4K
10,383
+18%
增持
T
AT&T INC
-$128.5K
96,677
+11%
增持
SCHO
SCHWAB STRATEGIC TR
+$124.1K
68,451
+5%
增持
AMGN
AMGEN INC
-$121.4K
9,573
+3%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$119.6K
38,370
+4%
增持
CCI
CROWN CASTLE INC
-$118.4K
8,162
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$117.8K
20,531
+9%
减持
VIRT
VIRTU FINL INC
-$113.4K
34,891
-7%
减持
XEL
XCEL ENERGY INC
-$113.3K
4,907
-21%
增持
BX
BLACKSTONE INC
+$112.1K
13,202
+4%
增持
PINS
PINTEREST INC
+$111.5K
38,406
+12%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$111.1K
12,181
+12%
增持
DOW
DOW INC
+$105.2K
14,543
+19%
减持
CI
THE CIGNA GROUP
-$103.1K
1,230
-30%
减持
AES
AES CORP
-$96.5K
15,180
-11%
减持
GOOG
ALPHABET INC
+$96.3K
8,340
-5%
增持
SHY
ISHARES TR
-$95.1K
115,315
+0%
减持
LQD
ISHARES TR
-$95.1K
58,433
-0%
增持
EZPW
EZCORP INC
+$89.5K
140,902
+11%
增持
UNP
UNION PAC CORP
+$87.2K
6,180
+6%
减持
DIS
DISNEY WALT CO
-$86.6K
6,765
-2%
增持
—
EXXON MOBIL CORP
-$86.3K
41,369
+0%
减持
PENN
PENN ENTERTAINMENT INC
-$85.7K
10,562
-8%
增持
FTNT
FORTINET INC
+$85.3K
3,878
+24%
增持
AMLP
ALPS ETF TR
+$85.1K
10,187
+25%
增持
GS
GOLDMAN SACHS GROUP INC
+$84.8K
3,341
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$84.3K
31,946
+13%
减持
PYPL
PAYPAL HLDGS INC
-$82.6K
4,000
-13%
增持
SCHA
SCHWAB STRATEGIC TR
+$82.0K
35,367
+1%
减持
STZ
CONSTELLATION BRANDS INC
+$80.3K
4,927
-2%
减持
EFG
ISHARES TR
-$78.6K
2,273
-28%
减持
—
ALTERYX INC
-$77.7K
4,861
-4%
增持
SNPS
SYNOPSYS INC
+$77.7K
1,266
+3%
增持
NKE
NIKE INC
-$77.5K
7,148
+1%
增持
SCHH
SCHWAB STRATEGIC TR
+$76.5K
62,974
+6%
增持
ORCL
ORACLE CORP
+$75.0K
2,818
+0%
