Independent Solutions Wealth Management, LLC
Williamsville NY · SEC CIK 0001818391
$7.66亿2026Q2 申报市值
194持仓数
37.2%前十大占比 · 第一大 18.3%
17 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PYLD 新建仓+$485.63万
MRVL 新建仓+$435.10万
LRCX 加仓+$406.72万
LEXI 加仓+$348.60万
DGRO 新建仓+$348.29万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$401.38万
PANW 重新持有-$329.32万
IEUR 清仓-$289.92万
VALE 减仓-$225.03万
UPS 清仓-$205.82万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $185.92万 | 0.24% | 5,680 | -4,443 | -43.9% | -$145.43万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $188.84万 | 0.25% | 79,748 | -270 | -0.3% | -$6,394 | 减仓 |
| PGR | PROGRESSIVE CORP | $191.17万 | 0.25% | 8,751 | 8,751 | — | $191.17万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $191.50万 | 0.25% | 8,093 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $193.23万 | 0.25% | 9,336 | -50 | -0.5% | -$1.03万 | 减仓 |
| CMI | CUMMINS INC | $200.91万 | 0.26% | 2,817 | -65 | -2.3% | -$4.64万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $206.58万 | 0.27% | 4,970 | 104 | 2.1% | $4.32万 | 加仓 |
| ENB | ENBRIDGE INC | $210.62万 | 0.27% | 38,852 | 639 | 1.7% | $3.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $212.39万 | 0.28% | 9,982 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $213.82万 | 0.28% | 8,684 | 408 | 4.9% | $10.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $215.38万 | 0.28% | 2,979 | 139 | 4.9% | $10.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $221.78万 | 0.29% | 3,381 | 866 | 34.4% | $56.81万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $229.24万 | 0.30% | 25,874 | 314 | 1.2% | $2.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $235.36万 | 0.31% | 2,039 | -88 | -4.1% | -$10.16万 | 减仓 |
| SRE | SEMPRA | $235.53万 | 0.31% | 25,405 | 733 | 3.0% | $6.80万 | 加仓 |
| RTX | RTX CORPORATION | $239.19万 | 0.31% | 12,607 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $241.04万 | 0.31% | 15,970 | -199 | -1.2% | -$3.00万 | 减仓 |
| BX | BLACKSTONE INC | $248.45万 | 0.32% | 21,114 | 573 | 2.8% | $6.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $254.54万 | 0.33% | 2,517 | 1,510 | 150.0% | $152.70万 | 加仓 |
| PSX | PHILLIPS 66 | $263.00万 | 0.34% | 15,558 | 183 | 1.2% | $3.09万 | 加仓 |
| HD | HOME DEPOT INC | $267.18万 | 0.35% | 7,576 | 64 | 0.9% | $2.26万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $270.59万 | 0.35% | 18,218 | 18,218 | — | $270.59万 | 新建仓 |
| MPC | MARATHON PETE CORP | $276.48万 | 0.36% | 10,814 | 194 | 1.8% | $4.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $284.00万 | 0.37% | 10,099 | 265 | 2.7% | $7.45万 | 加仓 |
| IOO | ISHARES TR | $289.93万 | 0.38% | 21,225 | 5,560 | 35.5% | $75.95万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $292.95万 | 0.38% | 16,371 | -275 | -1.7% | -$4.92万 | 减仓 |
| RMBS | RAMBUS INC DEL | $294.30万 | 0.38% | 22,171 | -403 | -1.8% | -$5.35万 | 减仓 |
| IWF | ISHARES TR | $297.25万 | 0.39% | 23,939 | 7,139 | 42.5% | $88.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $298.61万 | 0.39% | 82,648 | -167 | -0.2% | -$6,034 | 减仓 |
| QCOM | QUALCOMM INC | $299.49万 | 0.39% | 16,207 | 162 | 1.0% | $2.99万 | 加仓 |
| MCD | MCDONALDS CORP | $300.85万 | 0.39% | 11,130 | 228 | 2.1% | $6.16万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $304.84万 | 0.40% | 67,576 | 67,576 | — | $304.84万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $309.12万 | 0.40% | 4,198 | -20 | -0.5% | -$1.47万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $311.35万 | 0.41% | 35,771 | -1,527 | -4.1% | -$13.29万 | 减仓 |
| IAU | ISHARES GOLD TR | $320.31万 | 0.42% | 42,419 | 1,806 | 4.4% | $13.64万 | 加仓 |
| ABBV | ABBVIE INC | $326.48万 | 0.43% | 12,974 | 60 | 0.5% | $1.51万 | 加仓 |
| VLO | VALERO ENERGY CORP | $331.45万 | 0.43% | 12,727 | -94 | -0.7% | -$2.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $331.58万 | 0.43% | 104,567 | -407 | -0.4% | -$1.29万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $337.92万 | 0.44% | 115,332 | 1,027 | 0.9% | $3.01万 | 加仓 |
| DGRO | ISHARES TR | $348.29万 | 0.45% | 45,955 | 45,955 | — | $348.29万 | 新建仓 |
| IXUS | ISHARES TR | $351.25万 | 0.46% | 36,803 | 2,062 | 5.9% | $19.68万 | 加仓 |
| CRWV | COREWEAVE INC | $353.09万 | 0.46% | 35,472 | -753 | -2.1% | -$7.50万 | 减仓 |
| AMGN | AMGEN INC | $354.05万 | 0.46% | 9,777 | 186 | 1.9% | $6.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $358.12万 | 0.47% | 24,422 | 3,109 | 14.6% | $45.59万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $363.73万 | 0.47% | 20,873 | -208 | -1.0% | -$3.62万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $369.99万 | 0.48% | 4,655 | -261 | -5.3% | -$20.74万 | 减仓 |
| MRK | MERCK & CO INC | $371.49万 | 0.48% | 28,910 | -138 | -0.5% | -$1.77万 | 减仓 |
| NET | CLOUDFLARE INC | $384.01万 | 0.50% | 15,656 | -269 | -1.7% | -$6.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $392.53万 | 0.51% | 21,698 | 353 | 1.7% | $6.39万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $399.90万 | 0.52% | 138,086 | -4,752 | -3.3% | -$13.76万 | 减仓 |
| SHOP | SHOPIFY INC | $400.35万 | 0.52% | 35,063 | -198 | -0.6% | -$2.26万 | 减仓 |
| ETN | EATON CORP PLC | $422.86万 | 0.55% | 9,924 | -331 | -3.2% | -$14.10万 | 减仓 |
| HDV | ISHARES TR | $428.87万 | 0.56% | 156,463 | 5,703 | 3.8% | $15.63万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $432.27万 | 0.56% | 43,106 | -1,299 | -2.9% | -$13.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $432.60万 | 0.56% | 60,125 | 1,308 | 2.2% | $9.41万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $435.10万 | 0.57% | 14,606 | 14,606 | — | $435.10万 | 新建仓 |
| KO | COCA COLA CO | $437.19万 | 0.57% | 53,795 | -543 | -1.0% | -$4.41万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $452.90万 | 0.59% | 26,660 | -536 | -2.0% | -$9.11万 | 减仓 |
| GOOG | ALPHABET INC | $467.78万 | 0.61% | 13,239 | -189 | -1.4% | -$6.68万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $471.04万 | 0.61% | 195,129 | -5,323 | -2.7% | -$12.85万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $481.66万 | 0.63% | 30,879 | 250 | 0.8% | $3.90万 | 加仓 |
| IMTM | ISHARES TR | $483.81万 | 0.63% | 90,720 | 7,663 | 9.2% | $40.87万 | 加仓 |
| PYLD | PIMCO ETF TR | $485.63万 | 0.63% | 183,119 | 183,119 | — | $485.63万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $494.75万 | 0.65% | 19,481 | 244 | 1.3% | $6.20万 | 加仓 |
| META | META PLATFORMS INC | $513.12万 | 0.67% | 9,109 | -178 | -1.9% | -$10.03万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $514.27万 | 0.67% | 139,483 | -4,520 | -3.1% | -$16.67万 | 减仓 |
| APP | APPLOVIN CORP | $516.26万 | 0.67% | 10,020 | -570 | -5.4% | -$29.37万 | 减仓 |
| LQD | ISHARES TR | $520.14万 | 0.68% | 47,689 | 309 | 0.7% | $3.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $523.49万 | 0.68% | 188,987 | -6,537 | -3.3% | -$18.11万 | 减仓 |
| — | EXXON MOBIL CORP | $524.24万 | 0.68% | 38,344 | 277 | 0.7% | $3.79万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $527.35万 | 0.69% | 14,873 | -163 | -1.1% | -$5.78万 | 减仓 |
| V | VISA INC | $534.18万 | 0.70% | 15,570 | -115 | -0.7% | -$3.95万 | 减仓 |
| MTUM | ISHARES TR | $534.54万 | 0.70% | 15,592 | -103 | -0.7% | -$3.53万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $569.20万 | 0.74% | 230,818 | 11,775 | 5.4% | $29.04万 | 加仓 |
| IJR | ISHARES TR | $643.40万 | 0.84% | 43,382 | -782 | -1.8% | -$11.60万 | 减仓 |
| FLOT | ISHARES TR | $644.91万 | 0.84% | 126,330 | 379 | 0.3% | $1.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $646.38万 | 0.84% | 38,995 | 432 | 1.1% | $7.16万 | 加仓 |
| SHYG | ISHARES TR | $653.33万 | 0.85% | 154,051 | 4,457 | 3.0% | $18.90万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $664.50万 | 0.87% | 287,290 | 7,283 | 2.6% | $16.85万 | 加仓 |
| SHY | ISHARES TR | $710.23万 | 0.93% | 86,498 | 1,737 | 2.0% | $14.26万 | 加仓 |
| AMZN | AMAZON COM INC | $738.05万 | 0.96% | 30,966 | 86 | 0.3% | $2.05万 | 加仓 |
| ITOT | ISHARES TR | $772.93万 | 1.01% | 47,053 | -936 | -2.0% | -$15.38万 | 减仓 |
| MINT | PIMCO ETF TR | $788.48万 | 1.03% | 78,214 | -3,002 | -3.7% | -$30.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $803.49万 | 1.05% | 21,540 | -3,904 | -15.3% | -$145.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $816.78万 | 1.07% | 18,849 | 9,386 | 99.2% | $406.72万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $830.06万 | 1.08% | 164,140 | -3,516 | -2.1% | -$17.78万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $851.32万 | 1.11% | 72,968 | -2,722 | -3.6% | -$31.76万 | 减仓 |
| CSCO | CISCO SYS INC | $852.87万 | 1.11% | 72,609 | -13,340 | -15.5% | -$156.69万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $960.95万 | 1.25% | 283,967 | -3,316 | -1.2% | -$11.22万 | 减仓 |
| GVI | ISHARES TR | $964.74万 | 1.26% | 90,932 | 671 | 0.7% | $7.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $969.81万 | 1.27% | 10,367 | -315 | -2.9% | -$29.47万 | 减仓 |
| GOOGL | ALPHABET INC | $975.66万 | 1.27% | 27,301 | -434 | -1.6% | -$15.51万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,049.05万 | 1.37% | 301,365 | -3,330 | -1.1% | -$11.59万 | 减仓 |
| IEFA | ISHARES TR | $1,074.06万 | 1.40% | 111,209 | -2,041 | -1.8% | -$19.71万 | 减仓 |
| AGG | ISHARES TR | $1,116.71万 | 1.46% | 112,822 | 401 | 0.4% | $3.97万 | 加仓 |
| IVV | ISHARES TR | $1,132.67万 | 1.48% | 15,125 | 1,160 | 8.3% | $86.87万 | 加仓 |
| IJH | ISHARES TR | $1,156.84万 | 1.51% | 150,024 | -1,609 | -1.1% | -$12.41万 | 减仓 |
| SHV | ISHARES TR | $1,198.85万 | 1.56% | 108,641 | -36,373 | -25.1% | -$401.38万 | 减仓 |
| IVE | ISHARES TR | $1,642.94万 | 2.14% | 72,357 | -222 | -0.3% | -$5.04万 | 减仓 |
| AVGO | BROADCOM INC | $1,717.37万 | 2.24% | 45,463 | -727 | -1.6% | -$27.46万 | 减仓 |