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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 57
减持 72
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$4.4M
10,985
-1%
减持
TSLA
TESLA INC
-$2.9M
2,042
-84%
增持
AMZN
AMAZON COM INC
+$2.6M
33,707
+45%
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
SHV
ISHARES TR
-$2.3M
5,326
-80%
建仓
ARM
ARM HOLDINGS PLC
+$2.0M
16,041
减持
—
SUPER MICRO COMPUTER INC
+$1.8M
2,762
-19%
减持
LQD
ISHARES TR
-$1.7M
43,271
-26%
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
22,331
-0%
建仓
DDOG
DATADOG INC
+$1.4M
11,129
增持
AAPL
APPLE INC
-$1.3M
69,861
+1%
减持
GOOGL
ALPHABET INC
-$1.3M
13,399
-44%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.2M
117,395
+6%
减持
IVE
ISHARES TR
+$1.2M
112,109
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.1M
11,284
+188%
减持
META
META PLATFORMS INC
+$961.6K
7,392
-0%
减持
IVW
ISHARES TR
+$908.2K
199,144
-6%
增持
SHY
ISHARES TR
+$907.1K
111,154
+11%
减持
MSFT
MICROSOFT CORP
+$875.2K
23,943
-2%
增持
IJH
ISHARES TR
+$832.2K
174,254
+395%
减持
AVGO
BROADCOM INC
+$790.3K
5,374
-5%
增持
AGG
ISHARES TR
+$761.0K
149,754
+7%
增持
—
EXXON MOBIL CORP
+$720.5K
42,377
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$702.5K
77,135
-1%
增持
MRK
MERCK & CO INC
+$691.5K
30,039
+0%
增持
GVI
ISHARES TR
+$656.5K
120,231
+6%
增持
IEFA
ISHARES TR
+$642.6K
142,674
+1%
减持
TTD
THE TRADE DESK INC
+$641.5K
52,970
-4%
增持
VLO
VALERO ENERGY CORP
+$622.5K
13,263
+5%
减持
BA
BOEING CO
-$606.3K
2,685
-38%
减持
—
EATON CORP PLC
+$573.6K
11,024
-8%
增持
ADBE
ADOBE INC
-$568.2K
6,721
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$544.9K
120,222
-18%
增持
SCCO
SOUTHERN COPPER CORP
+$539.1K
22,648
+4%
清仓
ROKU
ROKU INC
-$537.4K
0
-100%
增持
PSX
PHILLIPS 66
+$532.7K
15,266
+4%
增持
—
ARISTA NETWORKS INC
+$516.3K
8,208
+4%
减持
ZS
ZSCALER INC
-$508.1K
11,950
-6%
减持
ITOT
ISHARES TR
+$504.1K
78,800
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$491.2K
51,906
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$490.2K
117,928
-9%
增持
SCHO
SCHWAB STRATEGIC TR
+$483.8K
95,935
+12%
增持
ABBV
ABBVIE INC
+$476.0K
13,501
+6%
增持
HDV
ISHARES TR
+$452.0K
34,339
+5%
减持
MOD
MODINE MFG CO
+$449.9K
15,716
-10%
增持
SCHR
SCHWAB STRATEGIC TR
+$443.5K
117,510
+10%
增持
QCOM
QUALCOMM INC
+$443.0K
11,219
+11%
增持
CVX
CHEVRON CORP NEW
+$431.9K
22,574
+8%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$430.4K
33,465
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$429.9K
10,451
-9%
减持
CPRT
COPART INC
+$402.9K
68,006
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$375.4K
32,578
+10%
增持
SCHZ
SCHWAB STRATEGIC TR
+$359.4K
140,777
+7%
建仓
NET
CLOUDFLARE INC
+$358.5K
3,702
增持
SCHB
SCHWAB STRATEGIC TR
+$340.3K
57,119
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$339.6K
101,526
+4%
增持
HD
HOME DEPOT INC
+$330.2K
7,570
+2%
增持
BAC
BANK AMERICA CORP
+$329.8K
71,568
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$309.8K
42,447
+13%
增持
JPM
JPMORGAN CHASE & CO
+$304.9K
9,434
+1%
增持
GOOG
ALPHABET INC
+$284.7K
11,723
+10%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$279.4K
13,390
-9%
清仓
SDY
SPDR SER TR
-$266.2K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$265.8K
1,319
建仓
FAS
DIREXION SHS ETF TR
+$262.8K
2,342
建仓
IVV
ISHARES TR
+$257.1K
489
清仓
—
DIGIMARC CORP NEW
-$254.2K
0
-100%
减持
—
FERRARI N V
+$253.8K
3,641
-8%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$252.4K
0
-100%
增持
NFLX
NETFLIX INC
+$241.1K
1,989
+0%
建仓
LEXI
LISTED FD TR
+$239.4K
8,385
清仓
CAH
CARDINAL HEALTH INC
-$238.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$238.3K
10,697
-3%
清仓
SPYV
SPDR SER TR
-$236.8K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$232.3K
2,036
减持
SHOP
SHOPIFY INC
-$230.8K
40,193
-6%
增持
MO
ALTRIA GROUP INC
+$230.4K
56,075
+2%
清仓
GLD
SPDR GOLD TR
-$230.2K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$226.5K
433
减持
CRM
SALESFORCE INC
+$216.9K
7,550
-3%
建仓
TROW
PRICE T ROWE GROUP INC
+$216.0K
1,772
减持
NVO
NOVO-NORDISK A S
+$215.7K
12,635
-7%
建仓
VTV
VANGUARD INDEX FDS
+$215.0K
1,320
建仓
BKNG
BOOKING HOLDINGS INC
+$203.2K
56
建仓
PUBM
PUBMATIC INC
+$203.0K
8,557
清仓
SPYG
SPDR SER TR
-$202.9K
0
-100%
增持
LLY
ELI LILLY & CO
+$201.4K
877
+6%
减持
PINS
PINTEREST INC
-$200.9K
40,628
-6%
减持
CMI
CUMMINS INC
+$197.0K
3,664
-1%
增持
IJR
ISHARES TR
+$192.6K
46,579
+2%
减持
MA
MASTERCARD INCORPORATED
+$192.0K
3,866
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$187.3K
10,312
+41%
减持
PANW
PALO ALTO NETWORKS INC
-$184.1K
5,441
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$179.8K
36,580
+2%
增持
MU
MICRON TECHNOLOGY INC
+$174.6K
3,923
+16%
减持
V
VISA INC
+$169.6K
15,115
-3%
增持
PG
PROCTER AND GAMBLE CO
+$169.5K
9,993
+1%
减持
RTX
RTX CORPORATION
+$160.9K
15,050
-3%
增持
WMT
WALMART INC
+$160.7K
23,284
+196%
增持
IWF
ISHARES TR
+$158.4K
2,938
+7%
减持
ETSY
ETSY INC
-$153.3K
7,781
-8%
减持
INTC
INTEL CORP
-$142.4K
19,706
-2%
减持
PM
PHILIP MORRIS INTL INC
-$141.0K
23,340
-4%
增持
SNA
SNAP ON INC
+$138.1K
3,645
+12%
增持
DOW
DOW INC
+$126.0K
19,758
+6%
减持
APD
AIR PRODS & CHEMS INC
-$122.4K
3,805
-0%
增持
—
LAM RESEARCH CORP
+$122.1K
357
+24%
减持
STZ
CONSTELLATION BRANDS INC
+$120.8K
4,187
-0%
减持
RY
ROYAL BK CDA
-$116.8K
12,460
-8%
增持
CSCO
CISCO SYS INC
+$113.7K
86,968
+4%
减持
MANH
MANHATTAN ASSOCIATES INC
+$113.0K
4,446
-4%
减持
GILD
GILEAD SCIENCES INC
-$112.7K
11,384
-3%
减持
SRE
SEMPRA
-$108.4K
25,288
-2%
减持
BX
BLACKSTONE INC
-$100.5K
13,735
-6%
减持
PEP
PEPSICO INC
-$97.5K
2,892
-19%
减持
DIS
DISNEY WALT CO
+$95.9K
4,313
-10%
增持
MMM
3M CO
-$93.5K
9,000
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$92.9K
2,197
+7%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$84.2K
11,129
-2%
减持
MLM
MARTIN MARIETTA MATLS INC
+$81.8K
906
-5%
增持
ICSH
ISHARES TR
+$78.5K
41,673
+3%
减持
MDLZ
MONDELEZ INTL INC
-$76.6K
4,024
-19%
减持
DKNG
DRAFTKINGS INC NEW
+$71.6K
12,682
-11%
减持
KO
COCA COLA CO
+$70.7K
52,722
-2%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$70.6K
4,907
-8%
增持
AMGN
AMGEN INC
+$69.2K
9,182
+4%
增持
CCI
CROWN CASTLE INC
-$68.6K
8,182
+1%
减持
PNC
PNC FINL SVCS GROUP INC
-$68.1K
2,637
-17%
减持
IRT
INDEPENDENCE RLTY TR INC
-$66.8K
18,197
-23%
减持
NOW
SERVICENOW INC
+$66.8K
2,522
-4%
减持
HON
HONEYWELL INTL INC
-$63.9K
3,423
-6%
增持
FREL
FIDELITY COVINGTON TRUST
+$63.8K
151,164
+4%
减持
AXP
AMERICAN EXPRESS CO
+$62.2K
1,667
-2%
增持
CAT
CATERPILLAR INC
+$60.3K
727
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$59.9K
3,566
-4%
减持
NFG
NATIONAL FUEL GAS CO
+$55.5K
17,329
-1%
增持
OKTA
OKTA INC
+$51.5K
2,449
+8%
减持
NEM
NEWMONT CORP
-$47.8K
7,502
-2%
减持
JBL
JABIL INC
-$45.1K
1,960
-19%
增持
ENB
ENBRIDGE INC
+$45.1K
37,801
+3%
减持
TXN
TEXAS INSTRS INC
-$38.2K
12,482
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.3K
1,991
+11%
减持
—
DISCOVER FINL SVCS
+$35.2K
2,672
-5%
减持
F
FORD MTR CO DEL
+$34.1K
73,964
-5%
减持
CMC
COMMERCIAL METALS CO
+$33.4K
4,395
-2%
增持
MCD
MCDONALDS CORP
+$32.3K
4,892
+8%
减持
IGSB
ISHARES TR
-$31.7K
10,017
-6%
减持
NUE
NUCOR CORP
+$27.5K
1,627
-4%
减持
SJM
SMUCKER J M CO
-$27.5K
3,027
-6%
减持
FDX
FEDEX CORP
+$24.2K
1,346
-7%
减持
UBER
UBER TECHNOLOGIES INC
+$22.2K
3,509
-13%
