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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 59
减持 42
清仓 41
方向
标的
Δ市值
现股数(环比)
清仓
—
NXP SEMICONDUCTORS N V
-$21.9M
0
-100%
减持
SHV
ISHARES TR
-$4.2M
26,552
-59%
增持
MSFT
MICROSOFT CORP
+$3.1M
24,461
+27%
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。
增持
AAPL
APPLE INC
+$2.4M
69,004
+8%
增持
IVE
ISHARES TR
+$2.3M
113,692
+0%
减持
CSCO
CISCO SYS INC
-$1.6M
83,668
-23%
增持
META
META PLATFORMS INC
+$1.4M
7,424
+83%
建仓
NVO
NOVO-NORDISK A S
+$1.4M
13,597
增持
NVDA
NVIDIA CORPORATION
+$1.4M
11,127
+16%
减持
AVGO
BROADCOM INC
+$1.3M
5,673
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
77,742
+10%
增持
HD
HOME DEPOT INC
+$1.3M
7,426
+76%
减持
IVW
ISHARES TR
+$1.2M
211,818
-1%
清仓
ELF
E L F BEAUTY INC
-$1.2M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.2M
10,070
+388%
增持
AMZN
AMAZON COM INC
+$1.2M
23,224
+27%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$1.1M
33,550
+15%
增持
BAC
BANK AMERICA CORP
+$1.1M
70,808
+49%
增持
IJH
ISHARES TR
+$1.1M
35,187
+1%
建仓
MOD
MODINE MFG CO
+$1.0M
17,523
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
11,439
+2%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$999.5K
4,642
减持
SHOP
SHOPIFY INC
+$976.6K
42,779
-1%
减持
ROKU
ROKU INC
-$974.1K
5,864
-73%
增持
SCCO
SOUTHERN COPPER CORP
+$921.1K
21,765
+72%
减持
COST
COSTCO WHSL CORP NEW
+$912.1K
22,382
-9%
增持
ABBV
ABBVIE INC
+$907.4K
12,793
+77%
减持
NFLX
NETFLIX INC
-$890.1K
1,986
-60%
增持
PSX
PHILLIPS 66
+$866.3K
14,727
+62%
增持
ZS
ZSCALER INC
+$862.5K
12,683
+1%
增持
MCD
MCDONALDS CORP
+$837.8K
4,543
+135%
减持
—
EXXON MOBIL CORP
-$826.0K
42,062
-2%
减持
APD
AIR PRODS & CHEMS INC
-$766.1K
3,814
-40%
减持
SHY
ISHARES TR
-$761.3K
99,745
-10%
减持
IEFA
ISHARES TR
+$759.9K
141,388
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$750.5K
110,394
+2%
增持
CRM
SALESFORCE INC
+$744.0K
7,817
+21%
减持
ITOT
ISHARES TR
+$723.7K
81,550
-2%
清仓
NVS
NOVARTIS AG
-$719.8K
0
-100%
增持
ADBE
ADOBE INC
+$709.5K
6,637
+4%
清仓
—
ASTRAZENECA PLC
-$688.7K
0
-100%
增持
INTU
INTUIT
+$681.0K
5,015
+4%
增持
SRE
SEMPRA
+$670.9K
25,757
+40%
清仓
PAYC
PAYCOM SOFTWARE INC
-$663.2K
0
-100%
增持
V
VISA INC
+$644.6K
15,551
+5%
增持
NOW
SERVICENOW INC
+$619.5K
2,627
+19%
增持
FREL
FIDELITY COVINGTON TRUST
+$610.9K
145,593
+1%
清仓
DRI
DARDEN RESTAURANTS INC
-$588.8K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$583.9K
4,920
-66%
增持
TSLA
TESLA INC
+$568.7K
12,988
+22%
清仓
AMLP
ALPS ETF TR
-$550.8K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$545.8K
3,192
-62%
减持
IJR
ISHARES TR
+$543.1K
45,777
-2%
增持
—
SUPER MICRO COMPUTER INC
+$542.8K
3,401
+120%
增持
TXN
TEXAS INSTRS INC
+$539.1K
12,981
+23%
清仓
—
JOHNSON CTLS INTL PLC
-$533.5K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$523.7K
12,625
+60%
清仓
UNM
UNUM GROUP
-$517.6K
0
-100%
增持
IWF
ISHARES TR
+$498.1K
2,744
+119%
增持
PINS
PINTEREST INC
+$497.4K
43,452
+6%
减持
MDLZ
MONDELEZ INTL INC
-$487.9K
4,946
-59%
减持
TTD
THE TRADE DESK INC
-$462.6K
55,436
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$447.7K
49,595
+2%
增持
BX
BLACKSTONE INC
+$443.4K
14,550
+7%
清仓
TJX
TJX COS INC NEW
-$439.3K
0
-100%
增持
GOOG
ALPHABET INC
+$430.6K
10,645
+31%
减持
UPS
UNITED PARCEL SERVICE INC
-$427.5K
3,915
-41%
增持
HDV
ISHARES TR
+$427.2K
32,675
+11%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$425.6K
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$424.1K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$417.8K
131,196
+2%
清仓
—
ACTIVISION BLIZZARD INC
-$414.7K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$414.7K
29,572
+14%
减持
T
AT&T INC
-$414.4K
11,600
-71%
减持
CPRT
COPART INC
+$413.2K
72,163
-0%
减持
—
ARISTA NETWORKS INC
+$405.1K
7,914
-0%
减持
LQD
ISHARES TR
+$404.8K
58,341
-2%
增持
JNJ
JOHNSON & JOHNSON
+$400.3K
21,859
+13%
增持
GOOGL
ALPHABET INC
+$389.2K
23,718
+6%
清仓
LMT
LOCKHEED MARTIN CORP
-$376.2K
0
-100%
清仓
ORCL
ORACLE CORP
-$363.9K
0
-100%
减持
PEP
PEPSICO INC
-$361.5K
3,554
-38%
清仓
SPY
SPDR S&P 500 ETF TR
-$348.0K
0
-100%
减持
AGG
ISHARES TR
+$346.5K
140,110
-3%
增持
MRK
MERCK & CO INC
+$346.2K
30,014
+6%
清仓
IVV
ISHARES TR
-$345.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$342.7K
3,915
+17%
清仓
CI
THE CIGNA GROUP
-$326.7K
0
-100%
增持
SCHR
SCHWAB STRATEGIC TR
+$324.8K
107,005
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$324.0K
1,800
+46%
清仓
IRM
IRON MTN INC DEL
-$315.9K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$311.0K
83,403
+5%
减持
NKE
NIKE INC
-$307.9K
4,259
-47%
清仓
EXC
EXELON CORP
-$306.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$303.6K
24,229
+14%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$300.3K
32,413
+32%
清仓
LKQ
LKQ CORP
-$297.6K
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$289.4K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$286.4K
5,867
-5%
减持
BA
BOEING CO
+$281.5K
4,314
-2%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$274.1K
0
-100%
清仓
C
CITIGROUP INC
-$274.0K
0
-100%
减持
INTC
INTEL CORP
+$273.5K
20,156
-3%
增持
LLY
ELI LILLY & CO
+$271.4K
825
+112%
增持
KO
COCA COLA CO
+$266.5K
53,535
+4%
减持
GLW
CORNING INC
-$266.5K
9,385
-48%
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$264.5K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$264.0K
56,526
-2%
清仓
BKNG
BOOKING HOLDINGS INC
-$262.1K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$261.7K
97,995
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$261.3K
35,944
+7%
清仓
ADI
ANALOG DEVICES INC
-$254.9K
0
-100%
清仓
HUBB
HUBBELL INC
-$253.2K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$246.4K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$245.1K
1,037
减持
SDY
SPDR SER TR
-$243.7K
2,130
-52%
增持
AMGN
AMGEN INC
+$242.8K
8,823
+3%
清仓
MS
MORGAN STANLEY
-$241.7K
0
-100%
减持
—
EATON CORP PLC
+$241.0K
11,932
-3%
减持
PFE
PFIZER INC
-$239.0K
22,992
-15%
清仓
EXTR
EXTREME NETWORKS
-$232.8K
0
-100%
建仓
GLD
SPDR GOLD TR
+$230.2K
1,204
清仓
SO
SOUTHERN CO
-$229.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$229.7K
20,976
+22%
建仓
—
LAM RESEARCH CORP
+$224.8K
287
清仓
VVV
VALVOLINE INC
-$224.6K
0
-100%
增持
MMM
3M CO
+$224.2K
8,157
+14%
清仓
MPC
MARATHON PETE CORP
-$222.0K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$216.3K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$216.2K
85,475
+4%
清仓
PYPL
PAYPAL HLDGS INC
-$210.0K
0
-100%
增持
—
FERRARI N V
+$209.5K
3,940
+4%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$208.6K
0
-100%
建仓
CAT
CATERPILLAR INC
+$206.1K
697
清仓
HLIT
HARMONIC INC
-$205.8K
0
-100%
建仓
OKTA
OKTA INC
+$204.7K
2,261
减持
GS
GOLDMAN SACHS GROUP INC
+$201.7K
3,705
-2%
清仓
BP
BP PLC
-$201.5K
0
-100%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$200.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$182.3K
129,491
+2%
减持
CCI
CROWN CASTLE INC
+$173.5K
8,113
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$167.1K
146,714
+4%
减持
CAH
CARDINAL HEALTH INC
-$149.9K
2,366
-47%
减持
GVI
ISHARES TR
+$142.4K
113,068
-2%
清仓
PUBM
PUBMATIC INC
-$140.5K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$130.3K
4,207
-8%
减持
RTX
RTX CORPORATION
-$124.7K
15,533
-22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$108.1K
2,060
-49%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$106.3K
14,672
+14%
增持
AXP
AMERICAN EXPRESS CO
+$96.9K
1,694
+15%
