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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 27
增持 60
减持 48
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
LEXI
LISTED FDS TR
+$99.9M
3,362,981
+543%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.9M
167,656
+133%
增持
MINT
PIMCO ETF TR
+$4.5M
81,216
+125%
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
CVX
CHEVRON CORPORATION
+$4.3M
38,563
+60%
增持
SHV
ISHARES TR
+$3.7M
145,014
+30%
减持
IAU
ISHARES GOLD TR
-$3.4M
40,613
-53%
减持
APP
APPLOVIN CORP
-$3.1M
10,590
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.0M
75,690
-4%
建仓
VALE
VALE S A
+$2.9M
179,134
建仓
CRWV
COREWEAVE INC
+$2.8M
36,225
增持
FLOT
ISHARES TR
+$2.8M
125,951
+77%
增持
SHYG
ISHARES TR
+$2.5M
149,594
+68%
建仓
QQQ
INVESCO QQQ TR
+$2.4M
4,218
减持
BAC
BANK AMERICA CORP
-$2.4M
20,415
-67%
清仓
URI
UNITED RENTALS INC
-$2.3M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$2.1M
44,405
-2%
增持
IVV
ISHARES TR
+$2.1M
13,965
+36%
建仓
UPS
UNITED PARCEL SVCS INC
+$2.1M
20,921
清仓
PANW
PALO ALTO NETWORKS INC
-$2.0M
0
-100%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$1.9M
25,560
建仓
RMBS
RAMBUS INC DEL
+$1.9M
22,574
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
9,982
建仓
IOO
ISHARES TR
+$1.9M
15,665
减持
AVGO
BROADCOM INC
-$1.9M
46,190
-1%
减持
—
EXXON MOBIL CORP
+$1.9M
38,067
-0%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
19,237
+39%
清仓
MELI
MERCADOLIBRE INC
-$1.8M
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
8,093
增持
IMTM
ISHARES TR
+$1.7M
83,057
+71%
减持
SHOP
SHOPIFY INC
-$1.6M
35,261
-2%
增持
MSFT
MICROSOFT CORP
-$1.6M
25,444
+12%
增持
PG
PROCTER & GAMBLE CO
+$1.6M
21,313
+105%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.6M
1,007
-64%
增持
MRK
MERCK & CO INC
+$1.4M
29,048
+49%
增持
MTUM
ISHARES TR
+$1.4M
15,695
+68%
增持
IJH
ISHARES TR
+$1.2M
151,633
+11%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
287,283
-2%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
10,123
+86%
增持
IVW
ISHARES TR
-$1.1M
153,274
+2%
减持
INTU
INTUIT
-$1.1M
4,465
-2%
减持
VLO
VALERO ENERGY CORP
+$1.0M
12,821
-3%
增持
MPC
MARATHON PETE CORP
+$1.0M
10,620
+9%
建仓
AMAT
APPLIED MATLS INC
+$970.7K
2,840
建仓
SMH
VANECK ETF TRUST
+$964.4K
2,515
减持
AMZN
AMAZON COM INC
-$948.4K
30,880
-3%
增持
IGSB
ISHARES TR
+$902.3K
22,422
+329%
增持
ZS
ZSCALER INC
-$887.3K
11,933
+5%
增持
NVDA
NVIDIA CORPORATION
-$882.6K
103,705
+2%
减持
GOOGL
ALPHABET INC
-$877.1K
27,735
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$845.1K
10,682
-6%
增持
ARM
ARM HOLDINGS PLC
+$824.6K
15,036
+13%
增持
PSX
PHILLIPS 66
+$821.1K
15,375
+0%
增持
META
META PLATFORMS INC
-$814.9K
9,287
+0%
增持
BX
BLACKSTONE INC
-$777.4K
20,541
+1%
减持
CASY
CASEYS GEN STORES INC
+$746.1K
4,916
-4%
建仓
DBEF
DBX ETF TR
+$738.9K
14,958
增持
IXUS
ISHARES TR
+$661.1K
34,741
+25%
增持
LRCX
LAM RESEARCH CORP
+$649.3K
9,463
+18%
建仓
MGK
VANGUARD WORLD FD
+$637.1K
1,734
增持
AAPL
APPLE INC
-$636.0K
85,096
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$619.8K
7,994
+0%
减持
IVE
ISHARES TR
-$612.3K
72,579
-3%
减持
HD
HOME DEPOT INC
-$582.9K
7,512
-15%
建仓
ALL
ALLSTATE CORP
+$575.8K
2,777
增持
QCOM
QUALCOMM INC
-$561.2K
16,045
+4%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$560.0K
1,290
+215%
增持
EEM
ISHARES TR
+$555.0K
17,870
+113%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$551.8K
9,834
-1%
增持
CAT
CATERPILLAR INC
+$544.0K
1,219
+118%
减持
ITOT
ISHARES TR
-$540.3K
47,989
-3%
清仓
CRM
SALESFORCE INC
-$522.9K
0
-100%
增持
MO
ALTRIA GROUP INC
+$516.7K
58,817
+1%
增持
IEUR
ISHARES TR
+$506.5K
41,258
+22%
建仓
IWD
ISHARES TR
+$501.3K
2,346
清仓
DDS
DILLARDS INC
-$485.1K
0
-100%
建仓
OKE
ONEOK INC NEW
+$483.0K
5,344
减持
PJT
PJT PARTNERS INC
-$463.5K
16,169
-1%
增持
KO
COCA COLA CO
+$461.2K
54,338
+3%
增持
V
VISA INC
-$440.8K
15,685
+6%
减持
GOOG
ALPHABET INC
-$432.7K
13,428
-2%
建仓
MIAX
MIAMI INTL HLDGS INC
+$430.3K
11,056
减持
ADBE
ADOBE INC
-$422.2K
1,088
-45%
建仓
IJJ
ISHARES TR
+$405.7K
3,062
减持
HDV
ISHARES TR
+$395.9K
30,152
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$387.5K
37,345
+2%
减持
ANET
ARISTA NETWORKS INC
-$378.9K
27,196
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$371.6K
104,974
+1%
建仓
SOXX
ISHARES TR
+$341.8K
1,040
建仓
GE
GE AEROSPACE
+$340.2K
1,199
建仓
FDX
FEDEX CORP
+$306.7K
861
减持
—
EATON CORP PLC
+$306.1K
10,255
-3%
减持
CCI
CROWN CASTLE INC
-$305.2K
2,545
-56%
增持
HON
HONEYWELL INTL INC
+$304.6K
9,795
+0%
增持
SHY
ISHARES TR
+$304.6K
84,761
+5%
减持
SCCO
SOUTHERN COPPER CORP
+$302.4K
21,081
-9%
清仓
BKNG
BOOKING HOLDINGS INC
-$294.5K
0
-100%
增持
CME
CME GROUP INC
+$287.2K
5,958
+10%
增持
ENB
ENBRIDGE INC
+$281.2K
38,213
+2%
建仓
LITE
LUMENTUM HLDGS INC
+$281.1K
400
减持
IEFA
ISHARES TR
-$280.9K
113,250
-4%
增持
AMGN
AMGEN INC
+$277.9K
9,591
+1%
减持
MA
MASTERCARD INCORPORATED
-$273.0K
3,296
-2%
建仓
XLI
SELECT SECTOR SPDR TR
+$251.5K
1,555
建仓
MS
MORGAN STANLEY
+$250.8K
1,524
建仓
DIA
STATE STR SPDR DOW JONES IND
+$249.2K
538
建仓
XHB
SPDR SERIES TRUST
+$245.7K
2,489
增持
MCD
MCDONALDS CORP
+$244.3K
10,902
+6%
清仓
CHE
CHEMED CORP NEW
-$229.3K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$226.3K
379
清仓
SPYG
SPDR SERIES TRUST
-$225.5K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$221.3K
0
-100%
清仓
TSN
TYSON FOODS INC
-$219.9K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$218.2K
142,838
-1%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$217.9K
0
-100%
减持
IWF
ISHARES TR
-$214.5K
4,200
-1%
增持
NFLX
NETFLIX INC.
+$214.2K
40,748
+3%
减持
VIRT
VIRTU FINL INC
+$207.9K
20,130
-1%
清仓
NOW
SERVICENOW INC
-$207.0K
0
-100%
增持
NFG
NATIONAL FUEL GAS CO
+$206.5K
14,846
+0%
清仓
DIS
DISNEY WALT CO
-$205.2K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$200.1K
0
-100%
减持
SRE
SEMPRA
+$172.6K
24,672
-2%
增持
GLD
SPDR GOLD TR
+$172.2K
1,265
+35%
增持
UNH
UNITEDHEALTH GROUP INC
-$170.8K
4,866
+8%
增持
TJX
TJX COS INC NEW
+$170.1K
2,381
+74%
减持
DELL
DELL TECHNOLOGIES INC
+$160.9K
4,226
-0%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$159.9K
16,646
-1%
减持
COF
CAPITAL ONE FINL CORP
-$157.9K
2,529
-1%
增持
—
GARMIN LTD
+$155.4K
2,237
+25%
增持
AAXJ
ISHARES TR
+$146.3K
6,250
+28%
增持
IYW
ISHARES TR
+$146.0K
3,511
+43%
减持
GILD
GILEAD SCIENCES INC
+$144.1K
9,076
-1%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$135.1K
1,210
-39%
增持
PNC
PNC FINL SVCS GROUP INC
+$132.3K
8,276
+9%
减持
PM
PHILIP MORRIS INTL INC
-$126.3K
21,345
-6%
增持
GVI
ISHARES TR
+$120.7K
90,261
+2%
增持
TSLA
TESLA INC
-$116.3K
2,386
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$109.1K
582
-15%
清仓
AGNC
AGNC INVT CORP
-$107.2K
0
-100%
增持
ABBV
ABBVIE INC
-$106.0K
12,914
+1%
减持
WMT
WALMART INC
+$104.5K
15,977
-5%
减持
RTX
RTX CORPORATION
+$100.2K
12,607
-1%
减持
RY
ROYAL BK CDA
-$87.7K
9,386
-0%
减持
NET
CLOUDFLARE INC
+$83.9K
15,925
-2%
增持
NKE
NIKE INC
+$82.6K
17,928
+32%
减持
F
FORD MTR CO
-$78.3K
37,289
-4%
减持
SCHM
SCHWAB STRATEGIC TR
+$75.2K
144,003
-1%
增持
PEP
PEPSICO INC
+$73.6K
3,388
+7%
减持
SCHA
SCHWAB STRATEGIC TR
-$70.2K
82,815
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$56.9K
2,085
+22%
