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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 63
减持 44
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$5.6M
64,401
+367%
减持
—
NXP SEMICONDUCTORS N V
-$5.0M
109,400
-17%
减持
IVE
ISHARES TR
-$2.9M
113,617
-10%
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
ISRG
INTUITIVE SURGICAL INC
-$1.8M
0
-100%
减持
AAPL
APPLE INC
-$1.8M
63,827
-3%
增持
GOOGL
ALPHABET INC
+$1.5M
22,344
+91%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
11,204
+240%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$1.4M
29,250
-24%
减持
PFE
PFIZER INC
-$1.3M
27,161
-54%
建仓
NOW
SERVICENOW INC
+$1.2M
2,212
清仓
EZPW
EZCORP INC
-$1.2M
0
-100%
增持
—
ARISTA NETWORKS INC
+$1.2M
7,931
+336%
建仓
—
FERRARI N V
+$1.1M
3,803
增持
CRM
SALESFORCE INC
+$1.1M
6,475
+504%
减持
COST
COSTCO WHSL CORP NEW
-$1.0M
24,536
-11%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.0M
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$960.5K
5,458
-60%
减持
T
AT&T INC
-$932.9K
40,551
-58%
减持
APD
AIR PRODS & CHEMS INC
-$911.5K
6,388
-30%
减持
SPYV
SPDR SER TR
-$860.4K
5,584
-78%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$836.4K
14,410
增持
SCHZ
SCHWAB STRATEGIC TR
+$827.0K
128,839
+22%
增持
CSCO
CISCO SYS INC
+$821.3K
108,266
+12%
减持
RTX
RTX CORPORATION
-$785.7K
19,892
-12%
增持
ABBV
ABBVIE INC
+$775.1K
7,213
+224%
增持
SCHR
SCHWAB STRATEGIC TR
+$770.9K
104,204
+22%
减持
UNP
UNION PAC CORP
-$752.2K
2,516
-59%
增持
BAC
BANK AMERICA CORP
+$730.9K
47,598
+139%
减持
ITOT
ISHARES TR
-$647.6K
83,425
-4%
增持
SCHO
SCHWAB STRATEGIC TR
+$635.3K
81,960
+20%
减持
SPYG
SPDR SER TR
-$616.8K
3,439
-74%
增持
—
EXXON MOBIL CORP
+$594.6K
42,792
+3%
清仓
SPMD
SPDR SER TR
-$558.9K
0
-100%
减持
IEFA
ISHARES TR
-$537.1K
142,762
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$522.7K
6,692
-23%
建仓
UNM
UNUM GROUP
+$517.6K
10,522
增持
—
INVESCO EXCH TRD SLF IDX FD
+$513.5K
140,922
+22%
建仓
SDY
SPDR SER TR
+$509.8K
4,433
清仓
QEFA
SPDR INDEX SHS FDS
-$500.4K
0
-100%
减持
IJH
ISHARES TR
-$489.6K
34,802
-1%
减持
V
VISA INC
-$483.6K
14,800
-10%
清仓
—
AMDOCS LTD
-$475.4K
0
-100%
清仓
SPTM
SPDR SER TR
-$475.0K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$446.0K
15,149
增持
SHOP
SHOPIFY INC
-$419.2K
43,171
+0%
增持
NVDA
NVIDIA CORPORATION
+$407.6K
9,561
+8%
增持
JPM
JPMORGAN CHASE & CO
+$407.5K
10,662
+36%
减持
SHY
ISHARES TR
-$405.3K
110,466
-4%
增持
NVS
NOVARTIS AG
+$382.6K
7,067
+111%
减持
MPC
MARATHON PETE CORP
-$376.4K
1,467
-71%
清仓
LUV
SOUTHWEST AIRLS CO
-$367.5K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$351.7K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$351.5K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$345.7K
25,956
+26%
清仓
IEUR
ISHARES TR
-$342.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$332.5K
6,970
清仓
GOVT
ISHARES TR
-$322.3K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$316.1K
108,410
+9%
清仓
AES
AES CORP
-$314.7K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$305.1K
0
-100%
减持
AVGO
BROADCOM INC
-$299.9K
6,045
-1%
减持
F
FORD MTR CO DEL
-$297.1K
80,233
-6%
增持
INTU
INTUIT
+$296.4K
4,802
+2%
清仓
FTNT
FORTINET INC
-$293.1K
0
-100%
清仓
SPAB
SPDR SER TR
-$292.7K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$289.0K
0
-100%
减持
ENB
ENBRIDGE INC
-$286.6K
37,726
-9%
建仓
C
CITIGROUP INC
+$274.0K
6,663
减持
PG
PROCTER AND GAMBLE CO
-$271.7K
10,583
-12%
增持
SRE
SEMPRA
-$270.8K
18,432
+76%
增持
LQD
ISHARES TR
-$267.8K
59,313
+2%
增持
AMZN
AMAZON COM INC
+$266.6K
18,303
+16%
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$264.5K
11,750
增持
NFLX
NETFLIX INC
-$262.2K
4,918
+2%
清仓
SPSM
SPDR SER TR
-$257.7K
0
-100%
清仓
ALL
ALLSTATE CORP
-$255.3K
0
-100%
清仓
PENN
PENN ENTERTAINMENT INC
-$253.8K
0
-100%
清仓
SPYD
SPDR SER TR
-$250.4K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$248.4K
48,578
+14%
减持
ETSY
ETSY INC
-$244.3K
9,263
-7%
清仓
KMI
KINDER MORGAN INC DEL
-$240.5K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$237.3K
98,944
+13%
清仓
DKS
DICKS SPORTING GOODS INC
-$235.8K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$234.8K
0
-100%
增持
BX
BLACKSTONE INC
+$234.0K
13,640
+3%
增持
—
JOHNSON CTLS INTL PLC
+$231.8K
10,026
+126%
增持
ROKU
ROKU INC
+$229.1K
21,414
+7%
增持
DRI
DARDEN RESTAURANTS INC
+$227.9K
4,111
+90%
清仓
XLE
SELECT SECTOR SPDR TR
-$227.4K
0
-100%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$222.9K
0
-100%
增持
FREL
FIDELITY COVINGTON TRUST
-$220.7K
143,697
+3%
清仓
—
ALTERYX INC
-$220.7K
0
-100%
增持
IJR
ISHARES TR
-$219.9K
46,775
+1%
减持
SNA
SNAP ON INC
-$219.7K
3,823
-8%
清仓
EFG
ISHARES TR
-$216.9K
0
-100%
减持
RY
ROYAL BK CDA
-$215.6K
15,737
-6%
减持
ADI
ANALOG DEVICES INC
-$215.3K
1,456
-40%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$210.2K
600
清仓
EFV
ISHARES TR
-$210.0K
0
-100%
建仓
LLY
ELI LILLY & CO
+$209.5K
390
增持
TJX
TJX COS INC NEW
+$208.9K
4,943
+82%
建仓
MU
MICRON TECHNOLOGY INC
+$201.8K
2,967
清仓
GLD
SPDR GOLD TR
-$201.8K
0
-100%
增持
CPRT
COPART INC
-$201.2K
72,471
+99%
清仓
NSC
NORFOLK SOUTHN CORP
-$200.2K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$200.2K
42,233
+19%
增持
MSFT
MICROSOFT CORP
-$199.3K
19,237
+4%
减持
NEM
NEWMONT CORP
-$193.2K
9,266
-26%
减持
PSX
PHILLIPS 66
+$189.8K
9,109
-4%
增持
SCHH
SCHWAB STRATEGIC TR
+$186.4K
79,790
+27%
增持
MA
MASTERCARD INCORPORATED
+$181.4K
3,352
+15%
减持
AMGN
AMGEN INC
+$173.1K
8,552
-11%
减持
NUE
NUCOR CORP
-$170.2K
1,992
-32%
增持
CCI
CROWN CASTLE INC
-$169.0K
8,269
+1%
增持
ZS
ZSCALER INC
+$165.6K
12,517
+3%
增持
MRK
MERCK & CO INC
-$161.1K
28,421
+6%
增持
SCCO
SOUTHERN COPPER CORP
+$160.8K
12,648
+15%
增持
GVI
ISHARES TR
+$155.6K
115,490
+3%
增持
KO
COCA COLA CO
+$154.5K
51,595
+14%
增持
HDV
ISHARES TR
+$153.2K
29,379
+8%
减持
GILD
GILEAD SCIENCES INC
-$152.4K
12,953
-11%
增持
AMLP
ALPS ETF TR
+$151.4K
13,052
+28%
减持
IWF
ISHARES TR
-$150.5K
1,255
-29%
增持
GS
GOLDMAN SACHS GROUP INC
+$150.1K
3,794
+14%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$148.4K
11,363
-8%
增持
DOW
DOW INC
+$148.2K
17,896
+23%
减持
DIS
DISNEY WALT CO
-$147.0K
5,638
-17%
减持
MCD
MCDONALDS CORP
-$147.0K
1,933
-12%
增持
ADBE
ADOBE INC
+$146.0K
6,374
+0%
减持
CMI
CUMMINS INC
-$141.7K
3,859
-8%
减持
VLO
VALERO ENERGY CORP
+$136.9K
7,887
-6%
增持
MMM
3M CO
+$134.0K
7,130
+34%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$133.2K
127,566
+2%
增持
MO
ALTRIA GROUP INC
+$132.9K
50,470
+15%
减持
INTC
INTEL CORP
-$132.1K
20,796
-20%
增持
IVW
ISHARES TR
+$130.5K
214,418
+4%
增持
HD
HOME DEPOT INC
+$127.9K
4,225
+14%
增持
PANW
PALO ALTO NETWORKS INC
-$121.8K
6,158
+1%
减持
WMT
WALMART INC
-$116.4K
8,138
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$115.2K
814
+55%
减持
HII
HUNTINGTON INGALLS INDS INC
-$114.6K
1,340
-22%
增持
SCHB
SCHWAB STRATEGIC TR
+$113.5K
57,830
+8%
减持
HON
HONEYWELL INTL INC
-$113.3K
4,202
-2%
增持
SCHG
SCHWAB STRATEGIC TR
-$107.4K
70,821
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$107.1K
8,472
+14%
减持
THO
THOR INDS INC
-$105.3K
3,161
-19%
增持
UBER
UBER TECHNOLOGIES INC
+$104.6K
6,772
+41%
增持
TXN
TEXAS INSTRS INC
-$103.7K
10,525
+7%
增持
IVV
ISHARES TR
+$102.8K
804
+48%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$102.7K
24,550
+58%
