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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 65
减持 57
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
TTD
THE TRADE DESK INC
-$4.2M
66,462
-0%
减持
AVGO
BROADCOM INC
-$3.4M
50,246
-2%
增持
NVDA
NVIDIA CORPORATION
-$2.7M
105,809
+1%
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。
清仓
NOW
SERVICENOW INC
-$2.6M
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$2.2M
67,844
+601%
减持
AAPL
APPLE INC
-$2.1M
62,997
-2%
增持
NFLX
NETFLIX INC
+$1.9M
4,046
+93%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
8,360
+153%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$1.3M
0
-100%
建仓
IJJ
ISHARES TR
+$1.3M
10,994
减持
GS
GOLDMAN SACHS GROUP INC
-$1.2M
1,044
-67%
减持
DELL
DELL TECHNOLOGIES INC
-$1.2M
5,487
-63%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$1.2M
7,188
-46%
减持
MSFT
MICROSOFT CORP
-$1.1M
22,837
-1%
减持
AMZN
AMAZON COM INC
-$1.0M
31,777
-1%
增持
IVW
ISHARES TR
-$1.0M
170,208
+3%
增持
ANET
ARISTA NETWORKS INC
-$1.0M
31,007
+0%
增持
MMM
3M CO
+$936.2K
7,833
+372%
建仓
NKE
NIKE INC
+$840.3K
13,238
增持
IEFA
ISHARES TR
+$836.2K
125,980
+2%
减持
APP
APPLOVIN CORP
-$765.6K
11,967
-2%
增持
LEXI
LISTED FD TR
+$759.9K
373,450
+11%
减持
DDS
DILLARDS INC
-$749.7K
800
-67%
清仓
DOW
DOW INC
-$746.7K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$698.6K
1,884
减持
PM
PHILIP MORRIS INTL INC
+$698.1K
21,428
-5%
增持
—
EATON CORP PLC
-$642.3K
10,733
+0%
增持
SCHG
SCHWAB STRATEGIC TR
-$608.9K
292,726
+3%
增持
CVX
CHEVRON CORP NEW
+$580.9K
24,573
+1%
增持
KO
COCA COLA CO
+$579.3K
52,344
+3%
建仓
VTV
VANGUARD INDEX FDS
+$575.1K
3,329
建仓
VB
VANGUARD INDEX FDS
+$574.9K
2,557
增持
MOD
MODINE MFG CO
-$563.1K
15,614
+3%
增持
SHV
ISHARES TR
+$539.8K
74,013
+7%
减持
BX
BLACKSTONE INC
-$527.8K
15,688
-1%
减持
COST
COSTCO WHSL CORP NEW
+$523.2K
20,585
-0%
增持
JNJ
JOHNSON & JOHNSON
+$497.9K
13,938
+11%
减持
GOOGL
ALPHABET INC
-$492.0K
13,399
-1%
建仓
VTI
VANGUARD INDEX FDS
+$481.0K
1,750
增持
SCHF
SCHWAB STRATEGIC TR
+$477.9K
200,157
+6%
增持
AMGN
AMGEN INC
+$476.8K
8,987
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$470.2K
10,374
+9%
减持
BAC
BANK AMERICA CORP
-$461.4K
62,933
-10%
减持
IVV
ISHARES TR
-$455.0K
10,473
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$439.1K
306,035
+4%
减持
GOOG
ALPHABET INC
-$434.8K
10,736
-3%
减持
MO
ALTRIA GROUP INC
+$430.2K
56,412
-0%
增持
SHOP
SHOPIFY INC
-$427.8K
39,923
+0%
增持
NEM
NEWMONT CORP
+$426.0K
16,048
+71%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$420.3K
8,233
增持
IJH
ISHARES TR
-$416.1K
140,787
+1%
减持
ADBE
ADOBE INC
-$412.2K
3,250
-13%
减持
—
EXXON MOBIL CORP
+$400.1K
38,340
-1%
增持
AGG
ISHARES TR
+$396.2K
116,345
+1%
减持
ABBV
ABBVIE INC
+$395.9K
13,281
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$390.3K
283,942
+4%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$383.6K
30,768
-4%
增持
SRE
SEMPRA
-$376.9K
25,609
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$369.6K
6,750
-5%
减持
ITOT
ISHARES TR
-$359.7K
52,971
-0%
减持
V
VISA INC
+$354.2K
14,321
-3%
增持
SCHR
SCHWAB STRATEGIC TR
+$350.3K
227,407
+4%
减持
IAU
ISHARES GOLD TR
+$336.6K
50,146
-5%
建仓
—
GARMIN LTD
+$327.2K
1,507
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$309.1K
3,916
减持
STZ
CONSTELLATION BRANDS INC
-$302.6K
2,998
-22%
增持
IJR
ISHARES TR
-$302.2K
47,115
+4%
建仓
VXUS
VANGUARD STAR FDS
+$298.8K
4,811
建仓
ABT
ABBOTT LABS
+$294.5K
2,220
增持
GVI
ISHARES TR
+$277.3K
92,764
+1%
增持
PJT
PJT PARTNERS INC
-$276.7K
16,164
+2%
清仓
ICSH
ISHARES TR
-$275.3K
0
-100%
建仓
T
AT&T INC
+$275.2K
9,731
清仓
ITB
ISHARES TR
-$271.7K
0
-100%
清仓
THO
THOR INDS INC
-$271.3K
0
-100%
减持
IWF
ISHARES TR
-$268.0K
3,936
-6%
增持
MELI
MERCADOLIBRE INC
+$258.3K
848
+3%
清仓
CRMT
AMERICAS CAR-MART INC
-$256.3K
0
-100%
增持
TSLA
TESLA INC
-$255.2K
2,099
+6%
增持
CASY
CASEYS GEN STORES INC
+$252.2K
5,182
+3%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$251.0K
0
-100%
增持
ARM
ARM HOLDINGS PLC
-$240.3K
16,571
+2%
清仓
SOXX
ISHARES TR
-$234.7K
0
-100%
增持
MCD
MCDONALDS CORP
+$233.0K
9,127
+1%
清仓
—
DIGIMARC CORP NEW
-$232.5K
0
-100%
清仓
ORCL
ORACLE CORP
-$232.1K
0
-100%
增持
ZS
ZSCALER INC
+$231.1K
11,911
+1%
建仓
IYF
ISHARES TR
+$227.4K
2,015
清仓
AMD
ADVANCED MICRO DEVICES INC
-$226.5K
0
-100%
建仓
IYC
ISHARES TR
+$224.2K
2,538
减持
HD
HOME DEPOT INC
-$220.6K
8,628
-1%
增持
CSCO
CISCO SYS INC
+$220.2K
81,995
+0%
清仓
TM
TOYOTA MOTOR CORP
-$211.2K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$210.9K
6,581
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$208.5K
101,317
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$207.4K
47,185
+9%
增持
FLOT
ISHARES TR
+$202.9K
51,113
+8%
减持
NFG
NATIONAL FUEL GAS CO
+$199.5K
14,904
-8%
增持
SCHO
SCHWAB STRATEGIC TR
+$198.4K
186,562
+3%
减持
RY
ROYAL BK CDA
-$191.7K
9,698
-9%
增持
SHYG
ISHARES TR
+$188.9K
56,281
+9%
减持
IVE
ISHARES TR
-$188.0K
77,037
-1%
增持
URI
UNITED RENTALS INC
-$178.3K
2,811
+2%
增持
MINT
PIMCO ETF TR
+$175.1K
23,691
+8%
减持
CRM
SALESFORCE INC
-$173.3K
1,908
-7%
减持
HDV
ISHARES TR
+$164.7K
28,791
-3%
减持
CMI
CUMMINS INC
-$162.3K
3,150
-4%
增持
PSX
PHILLIPS 66
+$160.3K
15,323
+1%
增持
VLO
VALERO ENERGY CORP
+$148.7K
13,432
+1%
建仓
NWBI
NORTHWEST BANCSHARES INC MD
+$143.7K
11,953
减持
RTX
RTX CORPORATION
+$142.5K
12,166
-4%
增持
—
TOTALENERGIES SE
+$141.8K
10,785
+6%
增持
SHY
ISHARES TR
+$139.4K
84,293
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$136.3K
11,266
-0%
增持
CMC
COMMERCIAL METALS CO
+$132.5K
7,780
+71%
减持
GILD
GILEAD SCIENCES INC
+$130.1K
9,545
-6%
减持
F
FORD MTR CO
-$121.5K
43,752
-23%
增持
SCHH
SCHWAB STRATEGIC TR
+$116.7K
76,175
+5%
减持
TXN
TEXAS INSTRS INC
-$108.6K
11,942
-1%
增持
LRCX
LAM RESEARCH CORP
+$103.0K
5,553
+33%
增持
LQD
ISHARES TR
+$102.6K
33,742
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$101.4K
34,210
-5%
减持
WMT
WALMART INC
-$98.4K
18,589
-4%
增持
FREL
FIDELITY COVINGTON TRUST
+$95.5K
114,667
+1%
增持
SCCO
SOUTHERN COPPER CORP
+$83.8K
22,683
+2%
减持
JPM
JPMORGAN CHASE & CO.
-$78.8K
8,367
-6%
增持
SCHM
SCHWAB STRATEGIC TR
-$78.7K
136,373
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$77.5K
109,675
+3%
增持
MRK
MERCK & CO INC
-$76.8K
17,072
+6%
增持
MTUM
ISHARES TR
+$71.0K
6,654
+8%
增持
PEP
PEPSICO INC
+$66.0K
3,728
+15%
增持
SMCI
SUPER MICRO COMPUTER INC
+$66.0K
9,437
+12%
增持
META
META PLATFORMS INC
-$62.6K
8,955
+0%
减持
PFE
PFIZER INC
-$59.2K
19,438
-7%
减持
MA
MASTERCARD INCORPORATED
-$57.7K
3,308
-7%
减持
—
BANK AMERICA CORP
-$56.8K
270
-16%
减持
FDX
FEDEX CORP
-$56.5K
944
-7%
减持
PG
PROCTER AND GAMBLE CO
-$54.6K
9,769
-5%
减持
WM
WASTE MGMT INC DEL
+$53.3K
1,848
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$52.8K
99,996
-10%
增持
LLY
ELI LILLY & CO
+$52.1K
881
+1%
减持
CCI
CROWN CASTLE INC
+$50.7K
6,755
-6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$50.6K
1,422
+21%
增持
SCHB
SCHWAB STRATEGIC TR
-$50.1K
141,927
+4%
减持
VIRT
VIRTU FINL INC
-$48.2K
21,197
-12%
增持
SCHA
SCHWAB STRATEGIC TR
-$47.8K
78,211
+8%
减持
ENB
ENBRIDGE INC
+$47.2K
35,078
-1%
减持
INTC
INTEL CORP
-$45.7K
12,153
-26%
减持
AXP
AMERICAN EXPRESS CO
-$44.0K
1,371
-1%
减持
DIS
DISNEY WALT CO
-$38.2K
2,784
-1%
