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Independent Solutions Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Independent Solutions Wealth Management, LLC

No.3264 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.71亿
环比变动 Q1 2026
+$9,160.2万+13.5%
持仓股票数
194
新买入
19
加仓
67
减仓
83
清仓
10
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AALEXIS PRACTICAL TACTICAL ETFLEXI
18.19%17.45%$1.40亿344.9万股$1.19亿336.3万股+8.6万股+2.55%加仓
苹果AAPL
3.18%3.18%$2,449.8万8.5万股$2,159.6万8.5万股-433股-0.51%减仓
英伟达NVDA
2.66%2.66%$2,049.6万10.2万股$1,808.6万10.4万股-1,270股-1.22%减仓
IiShares安硕信托IVW
2.61%2.55%$2,009.8万14.6万股$1,733.7万15.3万股-7,140股-4.66%减仓
博通AVGO
2.23%2.11%$1,717.4万4.5万股$1,429.6万4.6万股-727股-1.57%减仓
IiShares安硕·S&PIVE
2.13%2.26%$1,642.9万7.2万股$1,532.5万7.3万股-222股-0.31%减仓
IiShares安硕信托SHV
1.56%2.36%$1,198.9万10.9万股$1,600.8万14.5万股-3.6万股-25.08%减仓
IiShares安硕·COREIJH
1.5%1.51%$1,156.8万15.0万股$1,024.0万15.2万股-1,609股-1.06%减仓
IiShares安硕信托IVV
1.47%1.34%$1,132.7万1.5万股$912.2万1.4万股+1,160股+8.31%加仓
IiShares安硕信托AGG
1.45%1.64%$1,116.7万11.3万股$1,116.0万11.2万股+401股+0.36%加仓
IiShares安硕信托IEFA
1.39%1.51%$1,074.1万11.1万股$1,025.2万11.3万股-2,041股-1.80%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.36%1.37%$1,049.1万30.1万股$929.3万30.5万股-3,330股-1.09%减仓
谷歌AGOOGL
1.27%1.17%$975.7万2.7万股$797.5万2.8万股-434股-1.56%减仓
好市多COST
1.26%1.57%$969.8万1.0万股$1,064.4万1.1万股-315股-2.95%减仓
IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
1.25%1.42%$964.7万9.1万股$962.9万9.0万股+671股+0.74%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.25%1.23%$960.9万28.4万股$836.9万28.7万股-3,316股-1.15%减仓
思科CSCO
1.11%0.98%$852.9万7.3万股$666.9万8.6万股-1.3万股-15.52%减仓
帕兰提尔PLTR
1.1%1.63%$851.3万7.3万股$1,107.2万7.6万股-2,722股-3.60%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.08%1.25%$830.1万16.4万股$848.5万16.8万股-3,516股-2.10%减仓
泛林集团LRCX
1.06%0.3%$816.8万1.9万股$202.2万9,463股+9,386股+99.19%加仓
微软MSFT
1.04%1.39%$803.5万2.2万股$941.9万2.5万股-3,904股-15.34%减仓
PPIMCO太平洋投资管理ETFMINT
1.02%1.2%$788.5万7.8万股$816.8万8.1万股-3,002股-3.70%减仓
IiShares安硕信托ITOT
1%1.01%$772.9万4.7万股$683.5万4.8万股-936股-1.95%减仓
亚马逊AMZN
0.96%0.95%$738.1万3.1万股$643.1万3.1万股+86股+0.28%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.92%1.03%$710.2万8.6万股$699.9万8.5万股+1,737股+2.05%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.86%0.96%$664.5万28.7万股$650.2万28.0万股+7,283股+2.60%加仓
IiShares安硕信托SHYG
0.85%0.93%$653.3万15.4万股$632.9万15.0万股+4,457股+2.98%加仓
雪佛龙CVX
0.84%1.17%$646.4万3.9万股$797.9万3.9万股+432股+1.12%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.84%0.94%$644.9万12.6万股$641.7万12.6万股+379股+0.30%加仓
IiShares安硕·COREIJR
0.83%0.81%$643.4万4.3万股$549.0万4.4万股-782股-1.77%减仓
CrowdStrikeCRWD
0.76%0.46%$589.6万7,727股$312.1万7,994股-267股-3.34%减仓
S嘉信策略信托SCHR
0.74%0.8%$569.2万23.1万股$545.6万21.9万股+1.2万股+5.38%加仓
IiShares安硕信托MTUM
0.69%0.55%$534.5万1.6万股$376.7万1.6万股-103股-0.66%减仓
VisaV
0.69%0.7%$534.2万1.6万股$474.1万1.6万股-115股-0.73%减仓
Arm控股ARM
0.68%0.33%$527.4万1.5万股$227.5万1.5万股-163股-1.08%减仓
埃克森美孚XOM
0.68%0.95%$524.2万3.8万股$645.8万3.8万股+277股+0.73%加仓
S嘉信策略信托SCHF
0.68%0.71%$523.5万18.9万股$483.9万19.6万股-6,537股-3.34%减仓
IiShares安硕信托LQD
0.67%0.76%$520.1万4.8万股$516.4万4.7万股+309股+0.65%加仓
AAPPLOVINAPP
0.67%0.62%$516.3万1.0万股$421.5万1.1万股-570股-5.38%减仓
S嘉信策略信托SCHM
0.67%0.66%$514.3万13.9万股$445.8万14.4万股-4,520股-3.14%减仓
Meta平台META
0.67%0.78%$513.1万9,109股$531.4万9,287股-178股-1.92%减仓
强生JNJ
0.64%0.69%$494.7万1.9万股$470.2万1.9万股+244股+1.27%加仓
PPIMCO太平洋投资管理ETFPYLD
0.63%$485.6万18.3万股$00股+18.3万股新买入
IiShares安硕信托IMTM
0.63%0.59%$483.8万9.1万股$398.8万8.3万股+7,663股+9.23%加仓
LAMAR ADVERTISINGLAMR
0.62%0.57%$481.7万3.1万股$388.0万3.1万股+250股+0.82%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.61%0.72%$471.0万19.5万股$486.5万20.0万股-5,323股-2.66%减仓
AAlphabet Inc Class CGOOG
0.61%0.57%$467.8万1.3万股$385.2万1.3万股-189股-1.41%减仓
Arista网络ANET
0.59%0.49%$452.9万2.7万股$333.9万2.7万股-536股-1.97%减仓
可口可乐KO
0.57%0.61%$437.2万5.4万股$413.2万5.4万股-543股-1.00%减仓
迈威尔MRVL
0.56%$435.1万1.5万股$00股+1.5万股新买入

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