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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 85
减持 31
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
APP
APPLOVIN CORP
+$4.9M
12,433
+7%
增持
AAPL
APPLE INC
+$4.6M
82,862
+3%
减持
TTD
THE TRADE DESK INC
-$3.6M
27,450
-60%
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
NVDA
NVIDIA CORPORATION
+$3.1M
103,821
+1%
增持
LEXI
LISTED FDS TR
+$2.9M
453,729
+14%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.8M
88,052
-10%
增持
AVGO
BROADCOM INC
+$2.7M
49,036
+0%
增持
GOOGL
ALPHABET INC
+$2.5M
29,363
+13%
减持
HOOD
ROBINHOOD MKTS INC
+$2.3M
51,598
-4%
增持
IVW
ISHARES TR
+$2.3M
175,530
+2%
建仓
IMTM
ISHARES TR
+$2.0M
41,030
增持
IAU
ISHARES GOLD TR
+$1.7M
82,004
+19%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.6M
4,678
清仓
MOD
MODINE MFG CO
-$1.6M
0
-100%
增持
SHV
ISHARES TR
+$1.4M
93,581
+16%
增持
ANET
ARISTA NETWORKS INC
+$1.4M
31,341
+0%
减持
SHOP
SHOPIFY INC
+$1.2M
38,567
-1%
减持
HON
HONEYWELL INTL INC
-$1.2M
3,235
-60%
清仓
EFAV
ISHARES TR
-$1.2M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$910.2K
301,395
+1%
增持
IVE
ISHARES TR
+$901.9K
77,988
+0%
增持
COST
COSTCO WHSL CORP NEW
-$894.9K
21,105
+2%
减持
GOOG
ALPHABET INC
+$884.8K
13,703
-1%
清仓
VUG
VANGUARD INDEX FDS
-$825.9K
0
-100%
增持
MSFT
MICROSOFT CORP
+$726.5K
23,027
+2%
增持
NET
CLOUDFLARE INC
+$693.0K
16,972
+13%
增持
URI
UNITED RENTALS INC
+$663.7K
3,009
+3%
增持
MO
ALTRIA GROUP INC
+$654.1K
59,515
+6%
增持
ABBV
ABBVIE INC
+$630.6K
13,235
+1%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$610.7K
41,512
+2%
增持
SCHV
SCHWAB STRATEGIC TR
+$592.4K
316,977
+2%
增持
HD
HOME DEPOT INC
+$585.6K
9,332
+7%
增持
SHYG
ISHARES TR
+$584.0K
75,192
+21%
清仓
VB
VANGUARD INDEX FDS
-$571.8K
0
-100%
增持
BX
BLACKSTONE INC
+$561.4K
20,314
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$559.6K
10,125
+11%
清仓
VTV
VANGUARD INDEX FDS
-$548.6K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$531.9K
0
-100%
增持
BAC
BANK AMERICA CORP
+$503.4K
65,679
+8%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$488.0K
0
-100%
增持
SCCO
SOUTHERN COPPER CORP
+$484.2K
23,111
+1%
增持
JNJ
JOHNSON & JOHNSON
+$481.3K
13,875
+1%
减持
VLO
VALERO ENERGY CORP
+$473.8K
13,244
-0%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$463.1K
0
-100%
减持
ITOT
ISHARES TR
+$461.2K
52,357
-1%
增持
NEM
NEWMONT CORP
+$456.8K
14,988
+8%
增持
NFLX
NETFLIX INC
-$454.7K
4,064
+2%
建仓
COIN
COINBASE GLOBAL INC
+$451.9K
1,339
增持
MINT
PIMCO ETF TR
+$437.3K
30,278
+17%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$435.4K
60,213
+17%
增持
INTU
INTUIT
-$423.1K
4,665
+2%
增持
CVX
CHEVRON CORP NEW
+$420.4K
26,162
+3%
减持
IJR
ISHARES TR
+$412.7K
47,390
-1%
增持
RTX
RTX CORPORATION
+$403.8K
12,875
+7%
增持
TSLA
TESLA INC
+$401.7K
2,254
+19%
减持
IEFA
ISHARES TR
+$401.4K
124,506
-1%
增持
SRE
SEMPRA
+$388.8K
26,399
+1%
增持
LRCX
LAM RESEARCH CORP
+$388.7K
7,696
+17%
增持
MTUM
ISHARES TR
+$387.8K
7,954
+16%
增持
MPC
MARATHON PETE CORP
+$382.2K
9,731
+8%
建仓
IYW
ISHARES TR
+$377.6K
1,928
增持
CASY
CASEYS GEN STORES INC
+$371.3K
5,456
+3%
减持
IVV
ISHARES TR
+$370.5K
8,856
-1%
减持
IJH
ISHARES TR
+$369.7K
141,422
-0%
增持
IEUR
ISHARES TR
+$360.2K
28,308
+20%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$354.5K
10,006
-8%
清仓
HEZU
ISHARES TR
-$349.0K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$344.3K
1,172
建仓
SOXX
ISHARES TR
+$340.8K
1,257
增持
ORCL
ORACLE CORP
+$333.0K
2,470
+49%
清仓
VXUS
VANGUARD STAR FDS
-$332.4K
0
-100%
增持
FLOT
ISHARES TR
+$328.9K
59,761
+12%
增持
PM
PHILIP MORRIS INTL INC
-$320.6K
22,539
+3%
增持
QCOM
QUALCOMM INC
+$310.3K
15,175
+8%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$308.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$308.3K
3,097
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$304.9K
146,374
+2%
增持
MCD
MCDONALDS CORP
+$301.3K
10,166
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$299.4K
148,447
+1%
增持
IWF
ISHARES TR
+$292.2K
4,223
+6%
增持
—
EXXON MOBIL CORP
+$292.1K
38,690
+2%
增持
PJT
PJT PARTNERS INC
+$285.8K
17,018
+3%
清仓
SPY
SPDR S&P 500 ETF TR
-$279.9K
0
-100%
清仓
IYC
ISHARES TR
-$277.6K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$277.5K
1,715
增持
TXN
TEXAS INSTRS INC
-$275.5K
12,227
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$271.1K
85,382
+2%
清仓
IYF
ISHARES TR
-$269.3K
0
-100%
增持
LQD
ISHARES TR
+$268.8K
35,432
+6%
建仓
—
ASML HOLDING N V
+$268.2K
277
建仓
CAT
CATERPILLAR INC
+$267.2K
560
增持
—
EATON CORP PLC
+$267.0K
11,061
+2%
增持
HDV
ISHARES TR
+$263.9K
30,665
+3%
清仓
IYJ
ISHARES TR
-$261.6K
0
-100%
增持
ENB
ENBRIDGE INC
+$253.2K
36,441
+4%
增持
ARM
ARM HOLDINGS PLC
-$249.6K
17,748
+4%
增持
AMZN
AMAZON COM INC
+$245.8K
33,176
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$239.8K
206,415
-0%
减持
CMI
CUMMINS INC
+$237.1K
2,965
-4%
增持
PNC
PNC FINL SVCS GROUP INC
+$232.3K
7,801
+9%
增持
GLW
CORNING INC
+$231.4K
7,323
+4%
建仓
IWM
ISHARES TR
+$225.7K
933
建仓
MRSH
MARSH & MCLENNAN COS INC
+$222.7K
1,105
清仓
MDLZ
MONDELEZ INTL INC
-$220.9K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$220.6K
350
建仓
TRP
TC ENERGY CORP
+$217.6K
4,000
清仓
CPRT
COPART INC
-$212.1K
0
-100%
建仓
THO
THOR INDS INC
+$211.2K
2,037
建仓
XAR
SPDR SERIES TRUST
+$204.7K
871
建仓
BA
BOEING CO
+$204.0K
945
减持
VIRT
VIRTU FINL INC
-$201.2K
20,330
-1%
增持
MA
MASTERCARD INCORPORATED
+$198.8K
3,575
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$183.8K
102,509
+4%
增持
META
META PLATFORMS INC
+$181.5K
9,363
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$178.1K
8,412
-0%
减持
PSX
PHILLIPS 66
+$177.2K
15,160
-4%
增持
AGG
ISHARES TR
+$173.3K
117,154
+0%
增持
WMT
WALMART INC
+$158.2K
17,302
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.5K
772
+60%
增持
MELI
MERCADOLIBRE INC
-$152.2K
909
+4%
增持
KO
COCA COLA CO
-$151.7K
53,765
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$145.5K
733
+42%
增持
ZS
ZSCALER INC
-$136.1K
12,178
+1%
减持
RY
ROYAL BK CDA
+$135.6K
9,458
-1%
增持
ABT
ABBOTT LABS
+$123.9K
3,532
+38%
增持
CSCO
CISCO SYS INC
+$116.4K
86,842
+3%
减持
SNA
SNAP ON INC
+$113.2K
3,643
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$109.8K
38,366
+5%
减持
INTC
INTEL CORP
+$109.4K
10,972
-3%
减持
NFG
NATIONAL FUEL GAS CO
+$107.5K
14,841
-0%
减持
SMCI
SUPER MICRO COMPUTER INC
-$107.0K
7,110
-22%
减持
STZ
CONSTELLATION BRANDS INC
-$104.7K
2,787
-6%
增持
FREL
FIDELITY COVINGTON TRUST
+$100.2K
115,915
+0%
减持
NOW
SERVICENOW INC
-$99.6K
275
-20%
减持
MU
MICRON TECHNOLOGY INC
+$98.8K
2,446
-3%
建仓
AGNC
AGNC INVT CORP
+$97.9K
10,000
增持
MRK
MERCK & CO INC
+$90.0K
18,276
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$89.0K
1,059
+18%
增持
COF
CAPITAL ONE FINL CORP
+$81.2K
2,605
+17%
减持
IRT
INDEPENDENCE RLTY TR INC
-$79.5K
18,197
-15%
减持
SCHO
SCHWAB STRATEGIC TR
-$78.6K
197,566
-2%
增持
GVI
ISHARES TR
+$77.4K
92,938
+0%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$73.5K
10,062
-3%
增持
AMGN
AMGEN INC
+$70.5K
9,486
+2%
增持
IXP
ISHARES TR
+$65.3K
2,791
+12%
增持
—
FERRARI N V
+$65.0K
4,049
+5%
减持
DELL
DELL TECHNOLOGIES INC
+$64.4K
4,310
-3%
增持
PEP
PEPSICO INC
+$64.1K
3,799
+7%
增持
CME
CME GROUP INC
+$58.7K
5,181
+6%
减持
CCI
CROWN CASTLE INC
-$53.4K
6,096
-2%
