Independent Solutions Wealth Management, LLC
Williamsville NY · SEC CIK 0001818391
$6.79亿2026Q1 申报市值
185持仓数
37.4%前十大占比 · 第一大 17.4%
26 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LEXI 加仓+$1.00亿
JPST 加仓+$484.96万
MINT 加仓+$453.35万
SHV 加仓+$367.76万
CVX 加仓+$300.36万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$403.51万
URI 清仓-$231.40万
BAC 减仓-$203.21万
MELI 清仓-$178.46万
GS 减仓-$149.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -2,859 | -100.0% | -$231.40万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -886 | -100.0% | -$178.46万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,974 | -100.0% | -$52.29万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -800 | -100.0% | -$48.51万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$29.45万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -536 | -100.0% | -$22.93万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,113 | -100.0% | -$22.55万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,751 | -100.0% | -$21.99万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$21.79万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,351 | -100.0% | -$20.70万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,804 | -100.0% | -$20.52万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -935 | -100.0% | -$20.01万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$10.72万 | 清仓 |
| EGHT | 8X8 INC NEW | $3.25万 | 0.00% | 19,551 | 0 | 0.0% | — | 不变 |
| ENIC | ENEL CHILE SA | $8.76万 | 0.01% | 22,224 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $16.18万 | 0.02% | 12,749 | 192 | 1.5% | $2,436 | 加仓 |
| CCI | CROWN CASTLE INC | $20.69万 | 0.03% | 2,545 | -3,218 | -55.8% | -$26.17万 | 减仓 |
| XAR | SPDR SERIES TRUST | $21.49万 | 0.03% | 846 | -25 | -2.9% | -$6,349 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $21.54万 | 0.03% | 12,692 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $22.22万 | 0.03% | 1,314 | 9 | 0.7% | $1,522 | 加仓 |
| VOO | VANGUARD INDEX FDS | $22.63万 | 0.03% | 379 | 379 | — | $22.63万 | 新建仓 |
| SYBT | STOCK YDS BANCORP INC | $22.66万 | 0.03% | 3,418 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $22.96万 | 0.03% | 926 | -7 | -0.8% | -$1,736 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.51万 | 0.03% | 510 | 139 | 37.5% | $6.41万 | 加仓 |
| XHB | SPDR SERIES TRUST | $24.57万 | 0.04% | 2,489 | 2,489 | — | $24.57万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $24.92万 | 0.04% | 538 | 538 | — | $24.92万 | 新建仓 |
| TRP | TC ENERGY CORP | $25.04万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $25.08万 | 0.04% | 1,524 | 1,524 | — | $25.08万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $25.15万 | 0.04% | 1,555 | 1,555 | — | $25.15万 | 新建仓 |
| ADBE | ADOBE INC | $26.45万 | 0.04% | 1,088 | -874 | -44.5% | -$21.25万 | 减仓 |
| CVNA | CARVANA CO | $27.04万 | 0.04% | 860 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $27.10万 | 0.04% | 18,197 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $27.75万 | 0.04% | 2,342 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $28.11万 | 0.04% | 400 | 400 | — | $28.11万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.61万 | 0.04% | 582 | -100 | -14.7% | -$4.92万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $29.56万 | 0.04% | 1,030 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $30.67万 | 0.05% | 861 | 861 | — | $30.67万 | 新建仓 |
| T | AT&T INC | $31.40万 | 0.05% | 10,831 | -2,177 | -16.7% | -$6.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.52万 | 0.05% | 1,075 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $32.97万 | 0.05% | 1,281 | 109 | 9.3% | $2.81万 | 加仓 |
| GE | GE AEROSPACE | $34.02万 | 0.05% | 1,199 | 1,199 | — | $34.02万 | 新建仓 |
| SOXX | ISHARES TR | $34.18万 | 0.05% | 1,040 | -217 | -17.3% | -$7.13万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $35.15万 | 0.05% | 1,210 | -760 | -38.6% | -$22.08万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.56万 | 0.05% | 1,547 | -183 | -10.6% | -$4.21万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $36.22万 | 0.05% | 7,198 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $36.59万 | 0.05% | 277 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.85万 | 0.05% | 769 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $38.02万 | 0.06% | 2,381 | 1,013 | 74.0% | $16.18万 | 加仓 |
| ORCL | ORACLE CORP | $39.38万 | 0.06% | 2,677 | 552 | 26.0% | $8.12万 | 加仓 |
| IJJ | ISHARES TR | $40.57万 | 0.06% | 3,062 | 3,062 | — | $40.57万 | 新建仓 |
| ILF | ISHARES TR | $41.23万 | 0.06% | 11,607 | -69 | -0.6% | -$2,451 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.42万 | 0.06% | 2,085 | 370 | 21.6% | $7.53万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $43.03万 | 0.06% | 11,056 | 11,056 | — | $43.03万 | 新建仓 |
| F | FORD MTR CO | $43.03万 | 0.06% | 37,289 | -1,477 | -3.8% | -$1.70万 | 减仓 |
| UNP | UNION PAC CORP | $43.80万 | 0.06% | 1,806 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $44.14万 | 0.06% | 2,135 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $45.66万 | 0.07% | 1,323 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $46.15万 | 0.07% | 2,529 | -26 | -1.0% | -$4,744 | 减仓 |
| OKE | ONEOK INC NEW | $48.30万 | 0.07% | 5,344 | 5,344 | — | $48.30万 | 新建仓 |
| INTC | INTEL CORP | $48.42万 | 0.07% | 10,972 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $48.65万 | 0.07% | 7,920 | 470 | 6.3% | $2.89万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $49.86万 | 0.07% | 4,856 | 565 | 13.2% | $5.80万 | 加仓 |
| IWD | ISHARES TR | $50.13万 | 0.07% | 2,346 | 2,346 | — | $50.13万 | 新建仓 |
| GRMN | GARMIN LTD | $51.90万 | 0.08% | 2,237 | 444 | 24.8% | $10.30万 | 加仓 |
| PEP | PEPSICO INC | $52.61万 | 0.08% | 3,388 | 235 | 7.5% | $3.65万 | 加仓 |
| GLD | SPDR GOLD TR | $54.43万 | 0.08% | 1,265 | 326 | 34.7% | $14.03万 | 加仓 |
| ALL | ALLSTATE CORP | $57.58万 | 0.08% | 2,777 | 2,777 | — | $57.58万 | 新建仓 |
| AAXJ | ISHARES TR | $60.18万 | 0.09% | 6,250 | 1,358 | 27.8% | $13.08万 | 加仓 |
| IYW | ISHARES TR | $63.70万 | 0.09% | 3,511 | 1,052 | 42.8% | $19.09万 | 加仓 |
| MGK | VANGUARD WORLD FD | $63.71万 | 0.09% | 1,734 | 1,734 | — | $63.71万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $69.36万 | 0.10% | 4,226 | -6 | -0.1% | -$985 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $71.86万 | 0.11% | 2,127 | -285 | -11.8% | -$9.63万 | 减仓 |
| DBEF | DBX ETF TR | $73.89万 | 0.11% | 14,958 | 14,958 | — | $73.89万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $79.55万 | 0.12% | 10,113 | -19 | -0.2% | -$1,495 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.89万 | 0.12% | 1,290 | 881 | 215.4% | $57.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $85.17万 | 0.13% | 1,007 | -1,765 | -63.7% | -$149.29万 | 减仓 |
| LLY | ELI LILLY & CO | $86.18万 | 0.13% | 937 | 92 | 10.9% | $8.46万 | 加仓 |
| CAT | CATERPILLAR INC | $86.36万 | 0.13% | 1,219 | 661 | 118.5% | $46.83万 | 加仓 |
| VIRT | VIRTU FINL INC | $88.53万 | 0.13% | 20,130 | -200 | -1.0% | -$8,796 | 减仓 |
| TSLA | TESLA INC | $88.70万 | 0.13% | 2,386 | 155 | 6.9% | $5.76万 | 加仓 |
| NKE | NIKE INC | $94.70万 | 0.14% | 17,928 | 4,361 | 32.1% | $23.03万 | 加仓 |
| TTE | TOTALENERGIES SE | $95.24万 | 0.14% | 10,468 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $96.44万 | 0.14% | 2,515 | 2,515 | — | $96.44万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $97.07万 | 0.14% | 2,840 | 2,840 | — | $97.07万 | 新建仓 |
| BAC | BANK AMERICA CORP | $99.52万 | 0.15% | 20,415 | -41,685 | -67.1% | -$203.21万 | 减仓 |
| GLW | CORNING INC | $99.57万 | 0.15% | 7,323 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $101.48万 | 0.15% | 17,870 | 9,465 | 112.6% | $53.75万 | 加仓 |
| IGSB | ISHARES TR | $117.85万 | 0.17% | 22,422 | 17,199 | 329.3% | $90.40万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $126.49万 | 0.19% | 9,076 | -56 | -0.6% | -$7,805 | 减仓 |
| SNA | SNAP ON INC | $131.56万 | 0.19% | 3,622 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $131.68万 | 0.19% | 4,866 | 360 | 8.0% | $9.74万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $139.50万 | 0.21% | 14,846 | 1 | 0.0% | $94 | 加仓 |
| RY | ROYAL BK CDA | $151.85万 | 0.22% | 9,386 | -35 | -0.4% | -$5,662 | 减仓 |
| CMI | CUMMINS INC | $155.06万 | 0.23% | 2,882 | -63 | -2.1% | -$3.39万 | 减仓 |
| NEM | NEWMONT CORP | $156.56万 | 0.23% | 14,463 | -1,184 | -7.6% | -$12.82万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $164.69万 | 0.24% | 3,296 | -67 | -2.0% | -$3.35万 | 减仓 |
| ZS | ZSCALER INC | $167.40万 | 0.25% | 11,933 | 545 | 4.8% | $7.65万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $171.96万 | 0.25% | 80,018 | -3,050 | -3.7% | -$6.55万 | 减仓 |