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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 40
减持 83
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
COST
COSTCO WHSL CORP NEW
-$9.7M
11,363
-46%
增持
LEXI
LISTED FDS TR
+$2.9M
523,334
+15%
减持
IVW
ISHARES TR
-$2.7M
149,877
-15%
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。
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$2.6M
16,734
建仓
IXUS
ISHARES TR
+$2.3M
27,751
清仓
TXN
TEXAS INSTRS INC
-$2.2M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$2.2M
45,508
-12%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.2M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.0M
79,210
-10%
清仓
—
FERRARI N V
-$2.0M
0
-100%
增持
SHV
ISHARES TR
+$2.0M
111,699
+19%
减持
GOOGL
ALPHABET INC
+$1.7M
28,283
-4%
减持
APP
APPLOVIN CORP
-$1.6M
10,836
-13%
减持
JPM
JPMORGAN CHASE & CO.
-$1.4M
5,453
-46%
清仓
TTD
THE TRADE DESK INC
-$1.3M
0
-100%
增持
LQD
ISHARES TR
+$1.3M
47,315
+34%
增持
HON
HONEYWELL INTL INC
+$1.2M
9,787
+203%
增持
NFLX
NETFLIX INC
-$1.2M
39,502
+872%
减持
AAPL
APPLE INC
+$1.1M
81,779
-1%
增持
IVV
ISHARES TR
+$1.1M
10,302
+16%
减持
ZS
ZSCALER INC
-$1.1M
11,388
-6%
减持
ARM
ARM HOLDINGS PLC
-$1.1M
13,265
-25%
增持
IAU
ISHARES GOLD TR
+$1.0M
86,383
+5%
减持
GOOG
ALPHABET INC
+$947.3K
13,654
-0%
减持
MSFT
MICROSOFT CORP
-$907.0K
22,786
-1%
减持
ANET
ARISTA NETWORKS INC
-$848.7K
28,375
-9%
减持
—
EATON CORP PLC
-$777.7K
10,555
-5%
增持
CSCO
CISCO SYS INC
+$750.9K
86,883
+0%
减持
META
META PLATFORMS INC
-$747.7K
9,284
-1%
减持
HD
HOME DEPOT INC
-$727.7K
8,874
-5%
建仓
—
TOTALENERGIES SE
+$684.8K
10,468
清仓
—
TOTALENERGIES SE
-$624.8K
0
-100%
减持
AGG
ISHARES TR
-$600.0K
111,580
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$579.5K
71,834
+19%
增持
MINT
PIMCO ETF TR
+$577.4K
36,138
+19%
增持
FLOT
ISHARES TR
+$575.3K
71,336
+19%
减持
MO
ALTRIA GROUP INC
-$566.9K
58,353
-2%
增持
SHYG
ISHARES TR
+$561.8K
89,050
+18%
减持
URI
UNITED RENTALS INC
-$558.7K
2,859
-5%
增持
MRK
MERCK & CO INC
+$520.8K
19,520
+7%
增持
SCCO
SOUTHERN COPPER CORP
+$519.9K
23,174
+0%
减持
GVI
ISHARES TR
-$476.7K
88,573
-5%
增持
IEUR
ISHARES TR
+$464.4K
33,710
+19%
建仓
EEM
ISHARES TR
+$459.8K
8,405
建仓
AAXJ
ISHARES TR
+$455.5K
4,892
清仓
COIN
COINBASE GLOBAL INC
-$451.9K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$444.7K
1,970
-42%
减持
NET
CLOUDFLARE INC
-$439.9K
16,242
-4%
减持
AMGN
AMGEN INC
+$419.7K
9,461
-0%
减持
NVDA
NVIDIA CORPORATION
-$402.2K
101,709
-2%
减持
CVX
CHEVRON CORP NEW
-$397.8K
24,046
-8%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$384.4K
7,980
-5%
清仓
PFE
PFIZER INC
-$384.3K
0
-100%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$384.0K
38,446
-7%
清仓
STZ
CONSTELLATION BRANDS INC
-$375.3K
0
-100%
增持
IMTM
ISHARES TR
+$370.1K
48,669
+19%
减持
PANW
PALO ALTO NETWORKS INC
-$358.8K
11,083
-6%
减持
NKE
NIKE INC
-$358.5K
13,567
-23%
建仓
ILF
ISHARES TR
+$355.5K
11,676
清仓
IXP
ISHARES TR
-$344.9K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$342.0K
8,018
+4%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$340.9K
0
-100%
清仓
SOXX
ISHARES TR
-$340.8K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$339.6K
886
-3%
减持
SHY
ISHARES TR
-$338.4K
80,827
-5%
减持
IEFA
ISHARES TR
-$337.3K
117,744
-5%
增持
BX
BLACKSTONE INC
-$331.2K
20,368
+0%
减持
PJT
PJT PARTNERS INC
-$301.9K
16,284
-4%
增持
NEM
NEWMONT CORP
+$298.7K
15,647
+4%
增持
MTUM
ISHARES TR
+$298.3K
9,341
+17%
增持
MPC
MARATHON PETE CORP
-$287.5K
9,765
+0%
减持
JNJ
JOHNSON & JOHNSON
+$282.6K
13,797
-1%
减持
ORCL
ORACLE CORP
-$280.5K
2,125
-14%
减持
MU
MICRON TECHNOLOGY INC
+$279.1K
2,412
-1%
建仓
SPY
SPDR S&P 500 ETF TR
+$278.9K
409
增持
LLY
ELI LILLY & CO
+$264.9K
845
+0%
减持
CASY
CASEYS GEN STORES INC
-$252.3K
5,124
-6%
减持
CMI
CUMMINS INC
+$250.9K
2,945
-1%
减持
ITOT
ISHARES TR
-$250.3K
49,603
-5%
清仓
BDX
BECTON DICKINSON & CO
-$247.1K
0
-100%
减持
—
EXXON MOBIL CORP
+$239.1K
38,237
-1%
减持
IJH
ISHARES TR
-$238.5K
136,222
-4%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$222.7K
0
-100%
建仓
NUE
NUCOR CORP
+$212.9K
1,305
减持
RY
ROYAL BK CDA
+$212.8K
9,421
-0%
清仓
THO
THOR INDS INC
-$211.2K
0
-100%
建仓
TJX
TJX COS INC NEW
+$210.1K
1,368
建仓
ISRG
INTUITIVE SURGICAL INC
+$210.1K
371
清仓
—
SPOTIFY TECHNOLOGY S A
-$208.0K
0
-100%
清仓
BA
BOEING CO
-$204.0K
0
-100%
建仓
TM
TOYOTA MOTOR CORP
+$200.1K
935
减持
VZ
VERIZON COMMUNICATIONS INC
-$198.9K
36,515
-5%
减持
ADBE
ADOBE INC
-$190.7K
1,962
-21%
减持
FREL
FIDELITY COVINGTON TRUST
-$188.1K
112,887
-3%
增持
NFG
NATIONAL FUEL GAS CO
-$182.4K
14,845
+0%
减持
RTX
RTX CORPORATION
+$177.3K
12,713
-1%
减持
PG
PROCTER AND GAMBLE CO
-$170.4K
10,387
-4%
减持
IVE
ISHARES TR
-$168.0K
75,151
-4%
减持
INTU
INTUIT
-$154.7K
4,576
-2%
减持
SRE
SEMPRA
-$150.7K
25,198
-5%
减持
ABBV
ABBVIE INC
-$149.8K
12,756
-4%
减持
IJR
ISHARES TR
-$139.9K
45,694
-4%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$128.3K
30,558
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$127.8K
4,506
-4%
减持
MA
MASTERCARD INCORPORATED
-$113.6K
3,363
-6%
增持
IYW
ISHARES TR
+$113.4K
2,459
+28%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$112.2K
9,910
-1%
减持
KO
COCA COLA CO
+$105.6K
52,514
-2%
增持
QCOM
QUALCOMM INC
+$103.0K
15,361
+1%
减持
WMT
WALMART INC
+$98.0K
16,885
-2%
增持
VLO
VALERO ENERGY CORP
-$96.8K
13,257
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$96.3K
87,025
+2%
减持
AMZN
AMAZON COM INC
+$95.3K
31,972
-4%
增持
CMC
COMMERCIAL METALS CO
+$92.4K
7,450
+1%
增持
PSX
PHILLIPS 66
-$82.0K
15,344
+1%
减持
SHOP
SHOPIFY INC
+$81.3K
36,111
-6%
减持
PEP
PEPSICO INC
-$81.0K
3,153
-17%
减持
DELL
DELL TECHNOLOGIES INC
-$78.3K
4,232
-2%
减持
V
VISA INC
+$76.4K
14,774
-1%
减持
CCI
CROWN CASTLE INC
-$76.0K
5,763
-5%
增持
CME
CME GROUP INC
+$72.6K
5,392
+4%
减持
COF
CAPITAL ONE FINL CORP
+$65.5K
2,555
-2%
增持
ABT
ABBOTT LABS
+$64.5K
4,291
+21%
减持
HDV
ISHARES TR
-$58.6K
30,395
-1%
减持
SCHR
SCHWAB STRATEGIC TR
-$56.7K
219,597
-1%
增持
MCD
MCDONALDS CORP
+$54.8K
10,287
+1%
减持
CAT
CATERPILLAR INC
+$52.5K
558
-0%
增持
ENB
ENBRIDGE INC
-$51.2K
37,375
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$50.5K
103,863
+1%
减持
WM
WASTE MGMT INC DEL
-$48.1K
1,730
-11%
增持
NOW
SERVICENOW INC
-$46.1K
1,351
+391%
减持
SCHM
SCHWAB STRATEGIC TR
+$44.7K
145,766
-0%
减持
SCHV
SCHWAB STRATEGIC TR
+$43.6K
313,096
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$39.7K
682
-7%
减持
AXP
AMERICAN EXPRESS CO
-$34.4K
1,075
-17%
减持
CRM
SALESFORCE INC
+$33.5K
1,974
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$29.7K
2,772
-10%
减持
DVN
DEVON ENERGY CORP NEW
-$27.3K
7,198
-13%
增持
IWF
ISHARES TR
+$27.3K
4,237
+0%
减持
BAC
BANK AMERICA CORP
+$27.1K
62,100
-5%
增持
SCHH
SCHWAB STRATEGIC TR
-$26.7K
83,068
+2%
减持
F
FORD MTR CO
+$26.0K
38,766
-4%
减持
PNC
PNC FINL SVCS GROUP INC
+$22.4K
7,617
-2%
减持
NSC
NORFOLK SOUTHN CORP
-$20.8K
1,030
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$19.9K
1,323
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$19.9K
198,627
+1%
减持
AVGO
BROADCOM INC
-$19.7K
46,685
-5%
增持
SYBT
STOCK YDS BANCORP INC
-$15.3K
3,418
+1%
减持
UNP
UNION PAC CORP
-$15.2K
1,806
-1%
减持
TSN
TYSON FOODS INC
-$15.0K
3,751
-13%
