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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 56
减持 81
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$3.3M
107,232
+876%
增持
SNPS
SYNOPSYS INC
+$2.3M
4,675
+452%
减持
AAPL
APPLE INC
+$2.2M
67,426
-3%
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
DELL
DELL TECHNOLOGIES INC
+$1.9M
15,567
+665%
减持
CRM
SALESFORCE INC
-$1.8M
1,995
-74%
建仓
URI
UNITED RENTALS INC
+$1.7M
2,692
增持
IVW
ISHARES TR
+$1.7M
200,076
+0%
增持
MU
MICRON TECHNOLOGY INC
+$1.6M
16,037
+309%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
84,242
+9%
减持
AVGO
BROADCOM INC
+$1.2M
5,189
-3%
增持
ARM
ARM HOLDINGS PLC
+$932.3K
17,952
+12%
减持
COST
COSTCO WHSL CORP NEW
+$897.0K
20,303
-9%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$830.7K
0
-100%
增持
MSFT
MICROSOFT CORP
+$689.0K
24,080
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$660.0K
10,466
+0%
增持
MCD
MCDONALDS CORP
+$623.2K
7,858
+61%
增持
TTD
THE TRADE DESK INC
+$563.2K
53,177
+0%
减持
CSCO
CISCO SYS INC
-$548.4K
79,820
-8%
清仓
ETSY
ETSY INC
-$534.7K
0
-100%
增持
—
ARISTA NETWORKS INC
+$502.9K
8,226
+0%
增持
IVE
ISHARES TR
-$497.1K
112,334
+0%
增持
QCOM
QUALCOMM INC
+$488.2K
11,987
+7%
减持
SHOP
SHOPIFY INC
-$469.5K
39,851
-1%
增持
—
SUPER MICRO COMPUTER INC
-$465.2K
2,837
+3%
增持
META
META PLATFORMS INC
+$434.3K
7,980
+8%
增持
PINS
PINTEREST INC
+$424.4K
41,593
+2%
减持
INTC
INTEL CORP
-$418.5K
14,591
-26%
减持
PSX
PHILLIPS 66
-$413.5K
14,734
-3%
增持
SHV
ISHARES TR
+$396.4K
8,915
+67%
增持
LEXI
LISTED FD TR
+$390.1K
21,578
+157%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$388.3K
9,566
-11%
减持
AMZN
AMAZON COM INC
+$383.2K
33,445
-1%
减持
JNJ
JOHNSON & JOHNSON
-$362.6K
20,988
-3%
减持
GOOGL
ALPHABET INC
+$360.3K
13,080
-2%
增持
IWF
ISHARES TR
+$349.0K
3,674
+25%
增持
PANW
PALO ALTO NETWORKS INC
+$342.3K
5,570
+2%
建仓
GLD
SPDR GOLD TR
+$322.5K
1,500
减持
—
EXXON MOBIL CORP
-$317.0K
40,036
-6%
增持
IJH
ISHARES TR
-$310.0K
175,566
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$307.9K
119,284
+1%
减持
ADBE
ADOBE INC
+$301.8K
6,648
-1%
减持
V
VISA INC
-$301.4K
14,924
-1%
增持
ITOT
ISHARES TR
+$300.0K
79,016
+0%
减持
GOOG
ALPHABET INC
+$292.8K
11,328
-3%
减持
SCHR
SCHWAB STRATEGIC TR
-$284.8K
112,345
-4%
减持
MRK
MERCK & CO INC
-$282.3K
29,736
-1%
清仓
UBER
UBER TECHNOLOGIES INC
-$270.2K
0
-100%
清仓
JBL
JABIL INC
-$262.5K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$261.0K
90,671
-5%
减持
BA
BOEING CO
-$232.4K
1,570
-42%
减持
TXN
TEXAS INSTRS INC
+$231.7K
12,369
-1%
增持
NVO
NOVO-NORDISK A S
+$229.5K
12,974
+3%
建仓
SHYG
ISHARES TR
+$228.3K
5,410
减持
VLO
VALERO ENERGY CORP
-$228.3K
12,985
-2%
增持
CPRT
COPART INC
-$224.7K
68,579
+1%
清仓
TROW
PRICE T ROWE GROUP INC
-$216.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$215.0K
0
-100%
建仓
—
DIGIMARC CORP NEW
+$211.1K
6,808
建仓
AMAT
APPLIED MATLS INC
+$203.9K
864
清仓
PUBM
PUBMATIC INC
-$203.0K
0
-100%
清仓
T
AT&T INC
-$200.8K
0
-100%
增持
IEFA
ISHARES TR
-$195.6K
143,084
+0%
减持
MA
MASTERCARD INCORPORATED
-$194.2K
3,780
-2%
增持
SCHV
SCHWAB STRATEGIC TR
-$185.9K
117,896
+0%
增持
SCHM
SCHWAB STRATEGIC TR
-$174.9K
52,060
+0%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$173.0K
13,611
+2%
增持
HD
HOME DEPOT INC
-$166.7K
7,951
+5%
增持
DDOG
DATADOG INC
+$166.0K
11,886
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$153.0K
8,587
-9%
增持
KO
COCA COLA CO
+$142.9K
52,921
+0%
减持
PM
PHILIP MORRIS INTL INC
+$142.8K
22,512
-4%
减持
SJM
SMUCKER J M CO
-$132.3K
2,281
-25%
减持
AMGN
AMGEN INC
+$130.6K
8,773
-4%
减持
WMT
WALMART INC
+$129.7K
22,607
-3%
增持
NEM
NEWMONT CORP
+$126.9K
9,452
+26%
减持
CCI
CROWN CASTLE INC
-$124.0K
7,594
-7%
增持
IJR
ISHARES TR
-$120.5K
47,135
+1%
减持
F
FORD MTR CO DEL
-$119.6K
68,791
-7%
增持
ABBV
ABBVIE INC
-$117.8K
13,647
+1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$117.1K
10,976
-1%
减持
DIS
DISNEY WALT CO
-$116.9K
4,138
-4%
减持
GILD
GILEAD SCIENCES INC
-$112.1K
10,520
-8%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$110.5K
3,950
-20%
增持
MOD
MODINE MFG CO
+$102.5K
15,955
+2%
减持
STZ
CONSTELLATION BRANDS INC
-$102.3K
4,025
-4%
减持
SCHH
SCHWAB STRATEGIC TR
-$101.8K
81,331
-4%
增持
NOW
SERVICENOW INC
+$99.8K
2,571
+2%
减持
NUE
NUCOR CORP
-$97.7K
1,419
-13%
减持
MMM
3M CO
+$97.5K
8,765
-3%
减持
NKE
NIKE INC
-$95.7K
4,988
-1%
增持
IVV
ISHARES TR
+$94.2K
642
+31%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$93.7K
115,523
-4%
减持
THO
THOR INDS INC
-$92.0K
2,985
-6%
减持
NFLX
NETFLIX INC
+$89.8K
1,923
-3%
减持
BDX
BECTON DICKINSON & CO
-$87.7K
1,950
-11%
减持
CMI
CUMMINS INC
-$87.6K
3,582
-2%
减持
BAC
BANK AMERICA CORP
+$85.9K
70,400
-2%
减持
SRE
SEMPRA
+$84.9K
24,999
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$82.7K
140,259
-0%
减持
MLM
MARTIN MARIETTA MATLS INC
-$77.3K
884
-2%
减持
MO
ALTRIA GROUP INC
+$76.1K
55,370
-1%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$76.0K
32,796
-2%
减持
PFE
PFIZER INC
-$75.1K
21,424
-12%
增持
UPS
UNITED PARCEL SERVICE INC
-$75.1K
11,707
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$74.2K
1,987
-10%
增持
SNA
SNAP ON INC
-$73.9K
3,848
+6%
减持
CVX
CHEVRON CORP NEW
-$73.4K
22,295
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$72.1K
56,613
-1%
增持
DOW
DOW INC
-$71.8K
20,222
+2%
减持
PEP
PEPSICO INC
-$70.4K
2,642
-9%
增持
DKNG
DRAFTKINGS INC NEW
-$68.6K
13,289
+5%
减持
CHE
CHEMED CORP NEW
-$68.1K
556
-3%
增持
MANH
MANHATTAN ASSOCIATES INC
+$67.1K
4,782
+8%
增持
—
FERRARI N V
-$66.0K
3,725
+2%
增持
SCHA
SCHWAB STRATEGIC TR
-$65.9K
42,660
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$63.0K
101,472
-0%
减持
LLY
ELI LILLY & CO
+$62.9K
823
-6%
增持
BX
BLACKSTONE INC
-$61.3K
14,079
+3%
减持
IGSB
ISHARES TR
-$60.7K
8,840
-12%
增持
FREL
FIDELITY COVINGTON TRUST
-$60.4K
153,256
+1%
增持
GVI
ISHARES TR
+$60.1K
121,099
+1%
减持
NET
CLOUDFLARE INC
-$56.4K
3,647
-1%
增持
LQD
ISHARES TR
-$55.2K
43,483
+0%
减持
TSN
TYSON FOODS INC
-$54.7K
4,878
-14%
减持
—
DISCOVER FINL SVCS
-$53.9K
2,266
-15%
减持
NSC
NORFOLK SOUTHN CORP
-$52.4K
987
-5%
减持
FDX
FEDEX CORP
-$52.4K
1,126
-16%
减持
UNP
UNION PAC CORP
-$51.4K
1,924
-3%
增持
PG
PROCTER AND GAMBLE CO
+$51.2K
10,141
+1%
减持
AXP
AMERICAN EXPRESS CO
-$49.4K
1,426
-14%
减持
MPC
MARATHON PETE CORP
-$48.6K
1,252
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.8K
2,026
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$45.1K
499
+15%
减持
ICSH
ISHARES TR
-$44.9K
40,810
-2%
减持
DVN
DEVON ENERGY CORP NEW
-$44.2K
9,984
-3%
减持
VIRT
VIRTU FINL INC
+$39.5K
26,299
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.9K
533
-12%
减持
TSLA
TESLA INC
+$38.5K
2,008
-2%
增持
ZS
ZSCALER INC
+$36.4K
12,167
+2%
减持
NFG
NATIONAL FUEL GAS CO
-$34.4K
16,544
-5%
减持
PNC
PNC FINL SVCS GROUP INC
-$34.2K
2,521
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$32.7K
36,427
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.8K
808
-1%
减持
RTX
RTX CORPORATION
-$27.4K
14,348
-5%
减持
ENB
ENBRIDGE INC
-$27.0K
37,668
-0%
减持
MDLZ
MONDELEZ INTL INC
-$26.6K
3,898
-3%
减持
GLW
CORNING INC
+$25.8K
8,018
-7%
增持
OKTA
OKTA INC
-$22.9K
2,492
+2%
减持
—
LAM RESEARCH CORP
+$20.5K
345
-3%
增持
—
EATON CORP PLC
+$19.7K
11,057
+0%
