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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 16
增持 53
减持 72
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
LEXI
LISTED FD TR
+$8.5M
337,755
+515%
增持
IVV
ISHARES TR
+$5.8M
10,724
+1059%
增持
SHV
ISHARES TR
+$5.5M
69,346
+265%
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
IVE
ISHARES TR
-$5.2M
77,901
-24%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.1M
110,894
-3%
建仓
APP
APPLOVIN CORP
+$3.9M
12,156
减持
AGG
ISHARES TR
-$3.9M
114,679
-23%
建仓
ANET
ARISTA NETWORKS INC
+$3.4M
30,935
增持
AVGO
BROADCOM INC
+$3.4M
51,140
+4%
减持
GVI
ISHARES TR
-$3.2M
91,697
-23%
清仓
—
ARISTA NETWORKS INC
-$3.0M
0
-100%
减持
IEFA
ISHARES TR
-$2.9M
123,708
-17%
建仓
PJT
PJT PARTNERS INC
+$2.5M
15,876
增持
IAU
ISHARES GOLD TR
+$2.4M
52,919
+1116%
减持
SHY
ISHARES TR
-$2.3M
83,363
-24%
建仓
CASY
CASEYS GEN STORES INC
+$2.0M
5,040
减持
IJH
ISHARES TR
-$2.0M
139,521
-18%
减持
MU
MICRON TECHNOLOGY INC
-$1.9M
3,063
-85%
减持
ITOT
ISHARES TR
-$1.8M
53,045
-23%
减持
MRK
MERCK & CO INC
-$1.8M
16,176
-46%
减持
ADBE
ADOBE INC
-$1.7M
3,730
-43%
增持
MINT
PIMCO ETF TR
+$1.7M
22,012
+327%
增持
FLOT
ISHARES TR
+$1.7M
47,296
+225%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.7M
43,312
+321%
增持
SHYG
ISHARES TR
+$1.6M
51,728
+296%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
12,536
-40%
减持
ICSH
ISHARES TR
-$1.5M
5,459
-85%
清仓
NVO
NOVO-NORDISK A S
-$1.5M
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$1.4M
821
建仓
IOO
ISHARES TR
+$1.3M
12,965
建仓
MTUM
ISHARES TR
+$1.3M
6,157
减持
NVDA
NVIDIA CORPORATION
+$1.3M
105,254
-1%
减持
LQD
ISHARES TR
-$1.2M
33,367
-22%
减持
FREL
FIDELITY COVINGTON TRUST
-$1.2M
113,041
-22%
增持
SCHZ
SCHWAB STRATEGIC TR
-$1.1M
272,503
+77%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.1M
7,092
+452%
增持
SHOP
SHOPIFY INC
+$1.1M
39,873
+2%
增持
MPC
MARATHON PETE CORP
+$1.0M
8,848
+601%
增持
SCHV
SCHWAB STRATEGIC TR
-$1.0M
295,180
+172%
减持
MMM
3M CO
-$1.0M
1,659
-82%
增持
SCHR
SCHWAB STRATEGIC TR
-$1.0M
218,323
+75%
减持
IJR
ISHARES TR
-$950.2K
45,371
-14%
减持
AAPL
APPLE INC
+$927.6K
64,349
-1%
减持
AMZN
AMAZON COM INC
+$920.5K
32,244
-2%
增持
HON
HONEYWELL INTL INC
+$910.5K
7,054
+113%
增持
SCHO
SCHWAB STRATEGIC TR
-$786.0K
180,488
+72%
增持
TTD
THE TRADE DESK INC
+$770.6K
66,600
+3%
减持
HDV
ISHARES TR
-$657.8K
29,596
-13%
增持
SCHF
SCHWAB STRATEGIC TR
-$657.5K
188,174
+87%
增持
CSCO
CISCO SYS INC
+$652.8K
81,718
+4%
减持
KO
COCA COLA CO
-$632.8K
50,909
-4%
减持
IVW
ISHARES TR
-$615.3K
165,680
-9%
增持
V
VISA INC
+$609.5K
14,760
+0%
减持
SCCO
SOUTHERN COPPER CORP
-$597.3K
22,343
-2%
建仓
—
TOTALENERGIES SE
+$555.9K
10,200
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$523.2K
13,407
+1%
增持
BX
BLACKSTONE INC
+$499.7K
15,779
+9%
增持
AMGN
AMGEN INC
-$492.7K
8,913
+2%
减持
COST
COSTCO WHSL CORP NEW
+$491.1K
20,677
-1%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$431.6K
31,907
-1%
减持
MSFT
MICROSOFT CORP
-$427.0K
23,004
-2%
增持
GOOGL
ALPHABET INC
+$425.4K
13,545
+5%
减持
—
EXXON MOBIL CORP
-$416.5K
38,669
-1%
减持
NOW
SERVICENOW INC
+$408.6K
2,492
-0%
增持
CPRT
COPART INC
+$406.2K
67,900
+2%
清仓
SNPS
SYNOPSYS INC
-$398.5K
0
-100%
增持
BAC
BANK AMERICA CORP
+$383.5K
70,252
+3%
减持
SCHH
SCHWAB STRATEGIC TR
-$379.5K
72,259
-12%
减持
DOW
DOW INC
-$373.8K
18,608
-9%
减持
NFLX
NETFLIX INC
+$361.3K
2,101
-1%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$337.0K
0
-100%
减持
ABBV
ABBVIE INC
-$319.0K
13,431
-2%
减持
TXN
TEXAS INSTRS INC
-$315.3K
12,024
-3%
清仓
NKE
NIKE INC
-$309.6K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$300.7K
4,163
清仓
—
LAM RESEARCH CORP
-$296.2K
0
-100%
减持
PSX
PHILLIPS 66
-$287.6K
15,200
-1%
增持
IWF
ISHARES TR
+$282.8K
4,190
+12%
减持
TSLA
TESLA INC
+$279.3K
1,979
-0%
建仓
ITB
ISHARES TR
+$271.7K
2,628
减持
MRVL
MARVELL TECHNOLOGY INC
+$269.9K
7,109
-1%
增持
SCHB
SCHWAB STRATEGIC TR
-$268.5K
136,818
+170%
增持
SCHM
SCHWAB STRATEGIC TR
-$265.7K
131,781
+180%
增持
JPM
JPMORGAN CHASE & CO.
+$262.6K
8,891
+0%
减持
MOD
MODINE MFG CO
-$261.9K
15,194
-0%
增持
GOOG
ALPHABET INC
+$259.2K
11,091
+0%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$257.2K
8,437
清仓
PINS
PINTEREST INC
-$238.7K
0
-100%
增持
MO
ALTRIA GROUP INC
+$235.6K
56,436
+6%
建仓
SOXX
ISHARES TR
+$234.7K
1,089
建仓
IXP
ISHARES TR
+$233.9K
2,420
建仓
—
DIGIMARC CORP NEW
+$232.5K
6,208
建仓
IDU
ISHARES TR
+$229.4K
2,384
减持
DVN
DEVON ENERGY CORP NEW
-$222.3K
9,681
-30%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$218.9K
106,083
-9%
增持
SCHD
SCHWAB STRATEGIC TR
-$217.5K
96,058
+186%
建仓
TM
TOYOTA MOTOR CORP
+$211.2K
1,085
增持
SCHA
SCHWAB STRATEGIC TR
-$208.6K
72,708
+79%
清仓
NUE
NUCOR CORP
-$205.8K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$204.9K
14,792
-8%
清仓
BCPC
BALCHEM CORP
-$202.6K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$196.1K
3,306
-1%
增持
URI
UNITED RENTALS INC
-$187.9K
2,754
+5%
减持
WMT
WALMART INC
+$184.6K
19,331
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$172.0K
2,049
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$167.2K
11,314
+104%
减持
GS
GOLDMAN SACHS GROUP INC
+$158.2K
3,134
-5%
减持
STZ
CONSTELLATION BRANDS INC
-$143.1K
3,859
-0%
增持
CVX
CHEVRON CORP NEW
+$141.1K
24,371
+6%
减持
RTX
RTX CORPORATION
-$139.0K
12,695
-4%
增持
—
FERRARI N V
-$134.5K
3,667
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$125.0K
36,170
+3%
增持
META
META PLATFORMS INC
+$124.6K
8,922
+0%
增持
HD
HOME DEPOT INC
-$123.1K
8,696
+1%
减持
INTC
INTEL CORP
-$115.4K
16,355
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.9K
683
-10%
增持
SRE
SEMPRA
+$110.6K
25,129
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$107.6K
1,875
-8%
增持
QCOM
QUALCOMM INC
-$105.7K
14,064
+6%
增持
MCD
MCDONALDS CORP
-$104.0K
9,031
+1%
减持
CRM
SALESFORCE INC
+$99.6K
2,050
-4%
减持
NET
CLOUDFLARE INC
+$97.4K
3,682
-0%
增持
LLY
ELI LILLY & CO
-$97.0K
875
+0%
减持
ZS
ZSCALER INC
+$95.2K
11,819
-1%
增持
ARM
ARM HOLDINGS PLC
-$88.3K
16,293
+11%
增持
SCHG
SCHWAB STRATEGIC TR
-$80.9K
284,851
+270%
减持
BDX
BECTON DICKINSON & CO
-$80.0K
1,539
-14%
增持
ENB
ENBRIDGE INC
+$79.2K
35,519
+1%
减持
PEP
PEPSICO INC
-$78.6K
3,242
-4%
增持
—
EATON CORP PLC
+$78.3K
10,727
+2%
减持
VIRT
VIRTU FINL INC
+$76.5K
23,997
-6%
减持
MLM
MARTIN MARIETTA MATLS INC
-$74.1K
486
-20%
减持
—
DISCOVER FINL SVCS
+$72.0K
2,247
-1%
减持
IGSB
ISHARES TR
-$64.8K
5,262
-18%
减持
MDLZ
MONDELEZ INTL INC
-$60.3K
3,350
-5%
减持
RY
ROYAL BK CDA
-$52.5K
10,662
-1%
减持
UNP
UNION PAC CORP
-$51.6K
1,851
-4%
减持
CHE
CHEMED CORP NEW
-$47.2K
519
-3%
增持
PG
PROCTER AND GAMBLE CO
-$44.6K
10,256
+1%
减持
MA
MASTERCARD INCORPORATED
+$44.3K
3,553
-4%
减持
F
FORD MTR CO
-$42.2K
56,599
-1%
减持
INTU
INTUIT
-$40.6K
4,523
-3%
增持
SYBT
STOCK YDS BANCORP INC
+$34.0K
3,366
+1%
减持
BKNG
BOOKING HOLDINGS INC
+$32.8K
49
-2%
减持
AXP
AMERICAN EXPRESS CO
+$32.6K
1,391
-1%
减持
WM
WASTE MGMT INC DEL
-$30.7K
1,856
-5%
减持
—
BANK AMERICA CORP
-$29.9K
320
-3%
增持
PM
PHILIP MORRIS INTL INC
+$20.0K
22,461
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$19.3K
895
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.2K
9,539
-0%
