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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 79
减持 50
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
HOOD
ROBINHOOD MKTS INC
+$5.0M
53,924
减持
AVGO
BROADCOM INC
+$5.0M
48,811
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.8M
97,418
-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。
减持
NVDA
NVIDIA CORPORATION
+$4.8M
103,202
-2%
减持
CPRT
COPART INC
-$3.7M
4,323
-94%
增持
IVW
ISHARES TR
+$3.1M
171,496
+1%
减持
MSFT
MICROSOFT CORP
+$2.6M
22,517
-1%
增持
GOOGL
ALPHABET INC
+$2.5M
26,061
+94%
增持
NET
CLOUDFLARE INC
+$2.5M
15,059
+293%
增持
AAPL
APPLE INC
+$2.5M
80,420
+28%
减持
DVN
DEVON ENERGY CORP NEW
-$2.3M
8,646
-87%
增持
LEXI
LISTED FDS TR
+$2.0M
399,159
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
3,049
+192%
建仓
IEUR
ISHARES TR
+$1.6M
23,688
减持
NFLX
NETFLIX INC
+$1.6M
3,978
-2%
增持
META
META PLATFORMS INC
+$1.5M
9,070
+1%
增持
ZS
ZSCALER INC
+$1.4M
12,057
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
298,095
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
8,449
+1%
增持
TTD
THE TRADE DESK INC
+$1.3M
69,160
+4%
建仓
CME
CME GROUP INC
+$1.3M
4,866
增持
IAU
ISHARES GOLD TR
+$1.3M
68,691
+37%
清仓
IJJ
ISHARES TR
-$1.3M
0
-100%
清仓
IOO
ISHARES TR
-$1.3M
0
-100%
建仓
EFAV
ISHARES TR
+$1.2M
14,187
清仓
MMM
3M CO
-$1.2M
0
-100%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.1M
40,529
+464%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$992.8K
32,083
+1%
增持
ARM
ARM HOLDINGS PLC
+$991.1K
17,069
+3%
增持
COST
COSTCO WHSL CORP NEW
+$961.5K
20,638
+0%
增持
—
EATON CORP PLC
+$955.0K
10,848
+1%
减持
IEFA
ISHARES TR
+$938.8K
125,410
-0%
减持
APP
APPLOVIN CORP
+$884.8K
11,585
-3%
增持
ANET
ARISTA NETWORKS INC
+$796.7K
31,269
+1%
减持
INTU
INTUIT
+$788.8K
4,582
-0%
增持
GOOG
ALPHABET INC
+$775.2K
13,826
+29%
增持
CSCO
CISCO SYS INC
+$767.4K
84,049
+3%
增持
SHV
ISHARES TR
+$757.0K
80,895
+9%
增持
BX
BLACKSTONE INC
+$716.4K
19,449
+24%
增持
ITOT
ISHARES TR
+$701.6K
53,055
+0%
减持
SHOP
SHOPIFY INC
+$698.2K
39,099
-2%
增持
MELI
MERCADOLIBRE INC
+$622.1K
871
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$610.7K
10,842
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$606.4K
206,584
+3%
增持
IJH
ISHARES TR
+$582.1K
141,859
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$581.7K
9,086
+9%
增持
PM
PHILIP MORRIS INTL INC
+$575.2K
21,833
+2%
增持
IVE
ISHARES TR
+$521.7K
77,798
+1%
增持
PJT
PJT PARTNERS INC
+$510.2K
16,598
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$500.4K
312,063
+2%
减持
—
EXXON MOBIL CORP
-$489.5K
37,758
-2%
建仓
COF
CAPITAL ONE FINL CORP
+$472.6K
2,221
增持
CVX
CHEVRON CORP NEW
-$468.5K
25,437
+4%
增持
CASY
CASEYS GEN STORES INC
+$463.9K
5,317
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$461.5K
147,594
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$460.7K
143,803
+5%
增持
URI
UNITED RENTALS INC
+$447.3K
2,932
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$427.2K
11,482
+2%
增持
MOD
MODINE MFG CO
+$393.1K
16,157
+3%
增持
TXN
TEXAS INSTRS INC
+$376.0K
12,147
+2%
清仓
—
DISCOVER FINL SVCS
-$370.5K
0
-100%
增持
NKE
NIKE INC
+$365.2K
16,970
+28%
建仓
ORCL
ORACLE CORP
+$361.6K
1,654
增持
SCHO
SCHWAB STRATEGIC TR
+$358.3K
200,953
+8%
建仓
NOW
SERVICENOW INC
+$352.6K
343
建仓
HEZU
ISHARES TR
+$349.0K
8,505
减持
ABBV
ABBVIE INC
-$348.8K
13,112
-1%
减持
ADBE
ADOBE INC
-$343.7K
2,333
-28%
增持
HON
HONEYWELL INTL INC
+$336.8K
8,143
+11%
清仓
—
BANK AMERICA CORP
-$333.3K
0
-100%
增持
MTUM
ISHARES TR
+$307.0K
6,874
+3%
增持
—
FERRARI N V
+$303.7K
3,871
+4%
减持
IVV
ISHARES TR
-$301.0K
8,950
-15%
增持
IJR
ISHARES TR
+$293.2K
47,785
+1%
建仓
CVNA
CARVANA CO
+$289.8K
860
增持
SHYG
ISHARES TR
+$278.8K
61,934
+10%
增持
SCHA
SCHWAB STRATEGIC TR
+$278.6K
83,441
+7%
增持
IWF
ISHARES TR
+$271.3K
3,999
+2%
建仓
IYJ
ISHARES TR
+$261.6K
1,838
减持
BAC
BANK AMERICA CORP
+$258.8K
60,967
-3%
增持
MPC
MARATHON PETE CORP
+$256.7K
8,990
+6%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$245.6K
30,870
+0%
清仓
IDU
ISHARES TR
-$242.3K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$238.1K
6,593
+19%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$230.3K
51,682
+10%
清仓
FDX
FEDEX CORP
-$230.1K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$228.7K
298
增持
MINT
PIMCO ETF TR
+$227.6K
25,975
+10%
减持
JNJ
JOHNSON & JOHNSON
-$219.4K
13,684
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$218.1K
98,668
-3%
建仓
SPYG
SPDR SERIES TRUST
+$213.4K
2,239
建仓
TROW
PRICE T ROWE GROUP INC
+$207.9K
2,154
增持
SCCO
SOUTHERN COPPER CORP
+$200.6K
22,938
+1%
增持
AMGN
AMGEN INC
-$193.5K
9,335
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$178.4K
7,162
+9%
减持
RY
ROYAL BK CDA
+$164.6K
9,561
-1%
增持
SRE
SEMPRA
+$159.1K
26,218
+2%
减持
RTX
RTX CORPORATION
+$139.0K
11,989
-1%
减持
SMCI
SUPER MICRO COMPUTER INC
+$124.7K
9,137
-3%
减持
VIRT
VIRTU FINL INC
+$114.9K
20,605
-3%
增持
FLOT
ISHARES TR
+$114.6K
53,390
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.9K
518
-20%
减持
SNA
SNAP ON INC
-$103.8K
3,693
-1%
减持
MO
ALTRIA GROUP INC
-$103.7K
55,973
-1%
增持
T
AT&T INC
+$101.9K
13,031
+34%
减持
BDX
BECTON DICKINSON & CO
-$96.5K
1,320
-7%
减持
LLY
ELI LILLY & CO
-$93.1K
814
-8%
减持
PEP
PEPSICO INC
-$89.6K
3,555
-5%
增持
MRK
MERCK & CO INC
-$88.5K
18,240
+7%
增持
NFG
NATIONAL FUEL GAS CO
+$83.2K
14,915
+0%
减持
PFE
PFIZER INC
-$83.0K
16,872
-13%
增持
BKNG
BOOKING HOLDINGS INC
+$81.2K
57
+6%
增持
SCHH
SCHWAB STRATEGIC TR
+$79.4K
81,188
+7%
增持
V
VISA INC
+$73.9K
14,344
+0%
增持
GVI
ISHARES TR
+$72.8K
92,777
+0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$72.4K
6,305
-7%
减持
STZ
CONSTELLATION BRANDS INC
-$70.1K
2,951
-2%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$68.4K
10,383
-3%
增持
MCD
MCDONALDS CORP
-$63.0K
9,543
+5%
增持
AGG
ISHARES TR
+$62.8K
116,650
+0%
减持
CCI
CROWN CASTLE INC
-$62.4K
6,246
-8%
减持
MU
MICRON TECHNOLOGY INC
+$59.8K
2,519
-13%
减持
APD
AIR PRODS & CHEMS INC
-$59.5K
3,455
-1%
增持
CHE
CHEMED CORP NEW
-$58.4K
536
+3%
减持
TSLA
TESLA INC
+$56.7K
1,891
-10%
增持
ABT
ABBOTT LABS
+$54.7K
2,567
+16%
增持
IYC
ISHARES TR
+$53.4K
2,786
+10%
减持
GLD
SPDR GOLD TR
-$52.6K
939
-20%
减持
SCHR
SCHWAB STRATEGIC TR
-$49.3K
223,893
-2%
增持
IXP
ISHARES TR
+$49.0K
2,490
+5%
减持
DELL
DELL TECHNOLOGIES INC
+$46.5K
4,459
-19%
减持
AXP
AMERICAN EXPRESS CO
+$46.1K
1,301
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$44.9K
107,505
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$42.9K
8,124
-1%
增持
IYF
ISHARES TR
+$41.9K
2,226
+10%
减持
GILD
GILEAD SCIENCES INC
-$39.9K
9,287
-3%
减持
GLW
CORNING INC
+$38.9K
7,023
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$36.7K
453
-20%
减持
SCHZ
SCHWAB STRATEGIC TR
-$35.0K
281,458
-1%
增持
SYBT
STOCK YDS BANCORP INC
+$34.4K
3,379
+0%
增持
PG
PROCTER AND GAMBLE CO
-$34.3K
10,235
+5%
增持
HD
HOME DEPOT INC
+$33.6K
8,716
+1%
减持
NEM
NEWMONT CORP
+$32.0K
13,849
-14%
增持
KO
COCA COLA CO
-$31.5K
52,543
+0%
减持
ENB
ENBRIDGE INC
+$31.3K
34,986
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$28.5K
36,503
+7%
减持
CMI
CUMMINS INC
+$27.9K
3,100
-2%
减持
QCOM
QUALCOMM INC
+$27.3K
13,991
-2%
增持
FREL
FIDELITY COVINGTON TRUST
-$26.5K
115,511
+1%
