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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 42
减持 88
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.1M
3,334
-68%
减持
SNPS
SYNOPSYS INC
-$2.4M
787
-83%
清仓
—
SUPER MICRO COMPUTER INC
-$2.3M
0
-100%
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
TTD
THE TRADE DESK INC
+$1.9M
64,358
+21%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.6M
0
-100%
减持
PINS
PINTEREST INC
-$1.6M
7,374
-82%
清仓
DDOG
DATADOG INC
-$1.5M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
114,414
-4%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
20,817
+3%
增持
IEFA
ISHARES TR
+$1.2M
148,399
+4%
增持
IJR
ISHARES TR
+$1.2M
52,820
+12%
增持
SHV
ISHARES TR
+$1.1M
18,974
+113%
减持
IVW
ISHARES TR
-$1.1M
182,107
-9%
增持
META
META PLATFORMS INC
+$1.1M
8,908
+12%
增持
LEXI
LISTED FD TR
+$1.1M
54,919
+155%
减持
AAPL
APPLE INC
+$985.4K
65,179
-3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$924.6K
153,990
+10%
减持
ARM
ARM HOLDINGS PLC
-$839.1K
14,672
-18%
增持
SCHR
SCHWAB STRATEGIC TR
+$826.0K
124,606
+11%
增持
HD
HOME DEPOT INC
+$768.5K
8,652
+9%
增持
SCHO
SCHWAB STRATEGIC TR
+$764.5K
104,707
+15%
减持
ITOT
ISHARES TR
-$751.7K
68,730
-13%
建仓
FLOT
ISHARES TR
+$743.2K
14,562
增持
MCD
MCDONALDS CORP
+$719.5K
8,939
+14%
减持
MSFT
MICROSOFT CORP
-$639.4K
23,526
-2%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$521.4K
10,276
建仓
MINT
PIMCO ETF TR
+$519.6K
5,160
清仓
DKNG
DRAFTKINGS INC NEW
-$507.2K
0
-100%
减持
SHOP
SHOPIFY INC
+$504.8K
39,144
-2%
增持
BX
BLACKSTONE INC
+$478.0K
14,504
+3%
减持
SCHG
SCHWAB STRATEGIC TR
-$475.3K
76,979
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$459.8K
9,563
-0%
减持
KO
COCA COLA CO
+$434.0K
52,914
-0%
减持
MOD
MODINE MFG CO
+$424.8K
15,237
-5%
减持
PM
PHILIP MORRIS INTL INC
+$402.0K
22,102
-2%
减持
FREL
FIDELITY COVINGTON TRUST
+$400.8K
145,331
-5%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$395.8K
32,305
-1%
减持
CSCO
CISCO SYS INC
+$392.7K
78,634
-1%
减持
URI
UNITED RENTALS INC
+$387.0K
2,628
-2%
减持
NVDA
NVIDIA CORPORATION
-$386.2K
105,906
-1%
减持
IJH
ISHARES TR
+$378.0K
170,927
-3%
增持
ABBV
ABBVIE INC
+$364.9K
13,701
+0%
减持
IVE
ISHARES TR
-$360.7K
101,868
-9%
减持
NVO
NOVO-NORDISK A S
-$359.4K
12,534
-3%
增持
JNJ
JOHNSON & JOHNSON
+$346.7K
21,068
+0%
增持
MMM
3M CO
+$338.9K
9,032
+3%
增持
SHYG
ISHARES TR
+$338.5K
13,055
+141%
减持
AGG
ISHARES TR
+$319.8K
148,016
-2%
减持
AMZN
AMAZON COM INC
-$309.6K
33,025
-1%
减持
ZS
ZSCALER INC
-$301.2K
11,917
-2%
减持
ADBE
ADOBE INC
-$298.7K
6,556
-1%
清仓
BA
BOEING CO
-$285.8K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$277.1K
82,058
+1%
增持
MRK
MERCK & CO INC
-$272.8K
30,015
+1%
减持
F
FORD MTR CO
-$260.1K
57,053
-17%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$250.5K
1,053
清仓
SJM
SMUCKER J M CO
-$248.7K
0
-100%
清仓
XAR
SPDR SER TR
-$247.1K
0
-100%
增持
VLO
VALERO ENERGY CORP
-$245.4K
13,258
+2%
减持
GOOGL
ALPHABET INC
-$243.9K
12,895
-1%
减持
ICSH
ISHARES TR
-$242.7K
35,858
-12%
清仓
CAT
CATERPILLAR INC
-$242.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$240.1K
100,649
-1%
减持
CRMT
AMERICAS CAR-MART INC
-$239.3K
6,500
-24%
减持
INTU
INTUIT
-$239.2K
4,643
-2%
增持
DELL
DELL TECHNOLOGIES INC
-$237.2K
16,109
+3%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$236.1K
0
-100%
清仓
OKTA
OKTA INC
-$233.3K
0
-100%
增持
SCCO
SOUTHERN COPPER CORP
+$231.7K
22,767
+2%
减持
GOOG
ALPHABET INC
-$224.8K
11,083
-2%
减持
CPRT
COPART INC
-$223.7K
66,614
-3%
减持
SCHD
SCHWAB STRATEGIC TR
+$221.6K
33,619
-0%
建仓
ORCL
ORACLE CORP
+$217.1K
1,274
建仓
IAU
ISHARES GOLD TR
+$216.3K
4,352
增持
NFLX
NETFLIX INC
+$213.7K
2,131
+11%
减持
GVI
ISHARES TR
+$213.3K
119,281
-2%
清仓
—
DIGIMARC CORP NEW
-$211.1K
0
-100%
减持
NOW
SERVICENOW INC
+$210.9K
2,497
-3%
建仓
SYBT
STOCK YDS BANCORP INC
+$207.1K
3,340
减持
HDV
ISHARES TR
+$203.9K
33,840
-3%
清仓
AMAT
APPLIED MATLS INC
-$203.9K
0
-100%
建仓
BCPC
BALCHEM CORP
+$202.6K
1,151
减持
MO
ALTRIA GROUP INC
+$193.4K
53,202
-4%
增持
SRE
SEMPRA
+$192.3K
25,036
+0%
减持
VIRT
VIRTU FINL INC
+$189.3K
25,597
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$185.0K
50,726
-10%
增持
IVV
ISHARES TR
+$182.2K
925
+44%
增持
UNH
UNITEDHEALTH GROUP INC
+$176.8K
2,067
+2%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$176.7K
13,242
-3%
减持
—
FERRARI N V
+$171.2K
3,600
-3%
减持
RTX
RTX CORPORATION
+$167.6K
13,272
-7%
增持
TXN
TEXAS INSTRS INC
+$163.7K
12,441
+1%
减持
MA
MASTERCARD INCORPORATED
+$159.0K
3,699
-2%
减持
PNC
PNC FINL SVCS GROUP INC
-$154.6K
1,284
-49%
减持
MLM
MARTIN MARIETTA MATLS INC
-$153.8K
604
-32%
减持
LQD
ISHARES TR
+$146.3K
42,523
-2%
增持
AVGO
BROADCOM INC
+$145.1K
49,136
+847%
减持
MANH
MANHATTAN ASSOCIATES INC
+$144.8K
4,707
-2%
减持
V
VISA INC
+$138.1K
14,749
-1%
增持
PEP
PEPSICO INC
+$135.8K
3,361
+27%
减持
GS
GOLDMAN SACHS GROUP INC
+$135.5K
3,305
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$134.4K
47,147
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$131.9K
8,862
+3%
减持
GILD
GILEAD SCIENCES INC
+$130.9K
10,170
-3%
减持
—
ARISTA NETWORKS INC
+$129.2K
7,848
-5%
减持
TSLA
TESLA INC
+$122.4K
1,987
-1%
增持
QCOM
QUALCOMM INC
-$121.3K
13,327
+11%
减持
IGSB
ISHARES TR
-$116.1K
6,397
-28%
减持
CCI
CROWN CASTLE INC
+$112.1K
7,199
-5%
减持
NEM
NEWMONT CORP
+$105.1K
9,371
-1%
减持
DIS
DISNEY WALT CO
-$104.9K
3,181
-23%
增持
CVX
CHEVRON CORP NEW
-$98.5K
23,011
+3%
减持
RY
ROYAL BK CDA
+$97.3K
10,722
-8%
减持
BAC
BANK AMERICA CORP
-$95.7K
68,147
-3%
增持
PG
PROCTER AND GAMBLE CO
+$91.7K
10,185
+0%
减持
APD
AIR PRODS & CHEMS INC
+$89.7K
3,599
-5%
减持
ENB
ENBRIDGE INC
+$87.2K
35,160
-7%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$84.0K
3,412
-14%
减持
NFG
NATIONAL FUEL GAS CO
+$82.6K
16,154
-2%
减持
—
BANK AMERICA CORP
-$78.7K
330
-21%
减持
CMI
CUMMINS INC
+$75.9K
3,298
-8%
减持
AMGN
AMGEN INC
+$74.8K
8,739
-0%
增持
CRM
SALESFORCE INC
+$72.8K
2,140
+7%
增持
—
LAM RESEARCH CORP
-$71.1K
363
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$69.1K
34,990
-4%
减持
SHY
ISHARES TR
+$67.1K
110,325
-1%
减持
NKE
NIKE INC
-$66.4K
3,502
-30%
增持
DVN
DEVON ENERGY CORP NEW
+$65.9K
13,781
+38%
减持
SCHA
SCHWAB STRATEGIC TR
+$64.6K
40,560
-5%
增持
MU
MICRON TECHNOLOGY INC
+$64.2K
20,958
+31%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$64.0K
10,850
-1%
增持
PSX
PHILLIPS 66
-$60.7K
15,362
+4%
增持
IWF
ISHARES TR
+$60.6K
3,729
+1%
减持
FDX
FEDEX CORP
-$56.8K
1,026
-9%
减持
AXP
AMERICAN EXPRESS CO
+$50.0K
1,402
-2%
增持
DOW
DOW INC
+$47.8K
20,512
+1%
减持
SNA
SNAP ON INC
+$47.3K
3,635
-6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$47.0K
116,682
+1%
减持
WM
WASTE MGMT INC DEL
-$41.9K
1,952
-7%
减持
STZ
CONSTELLATION BRANDS INC
-$39.6K
3,865
-4%
减持
UNP
UNION PAC CORP
+$38.4K
1,922
-0%
减持
—
EXXON MOBIL CORP
-$32.8K
39,039
-2%
减持
THO
THOR INDS INC
+$32.6K
2,835
-5%
减持
WMT
WALMART INC
+$31.2K
19,343
-14%
减持
HON
HONEYWELL INTL INC
-$31.1K
3,304
-1%
增持
LLY
ELI LILLY & CO
+$27.4K
872
+6%
减持
BDX
BECTON DICKINSON & CO
-$26.6K
1,780
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$21.4K
757
-6%
减持
—
DISCOVER FINL SVCS
+$20.7K
2,261
-0%
减持
CHE
CHEMED CORP NEW
+$20.4K
536
-4%
