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 |
|---|---|---|---|---|---|---|---|---|
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -41,258 | -100.0% | -$289.92万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -20,921 | -100.0% | -$205.82万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -4,465 | -100.0% | -$193.04万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -11,933 | -100.0% | -$167.40万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -3,511 | -100.0% | -$63.70万 | 清仓 |
| AAXJ | ISHARES TR | $0 | 0.00% | 0 | -6,250 | -100.0% | -$60.18万 | 清仓 |
| MIAX | MIAMI INTL HLDGS INC | $0 | 0.00% | 0 | -11,056 | -100.0% | -$43.03万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -1,040 | -100.0% | -$34.18万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -510 | -100.0% | -$23.51万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,545 | -100.0% | -$20.69万 | 清仓 |
| EGHT | 8X8 INC NEW | $3.34万 | 0.00% | 19,551 | 0 | 0.0% | — | 不变 |
| ENIC | ENEL CHILE SA | $10.00万 | 0.01% | 22,224 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $19.61万 | 0.03% | 12,932 | 183 | 1.4% | $2,774 | 加仓 |
| PWR | QUANTA SVCS INC | $20.02万 | 0.03% | 278 | 278 | — | $20.02万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.91万 | 0.03% | 417 | -165 | -28.4% | -$8.27万 | 减仓 |
| ADBE | ADOBE INC | $21.08万 | 0.03% | 1,028 | -60 | -5.5% | -$1.23万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $21.42万 | 0.03% | 1,084 | 1,084 | — | $21.42万 | 新建仓 |
| IWS | ISHARES TR | $22.35万 | 0.03% | 1,358 | 1,358 | — | $22.35万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.43万 | 0.03% | 799 | -411 | -34.0% | -$12.05万 | 减仓 |
| FTNT | FORTINET INC | $23.66万 | 0.03% | 1,540 | 1,540 | — | $23.66万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $24.01万 | 0.03% | 846 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $24.21万 | 0.03% | 11,696 | 865 | 8.0% | $1.79万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $24.23万 | 0.03% | 20,939 | 20,939 | — | $24.23万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $24.61万 | 0.03% | 2,165 | 3 | 0.1% | $341 | 重新持有 |
| GEV | GE VERNOVA INC | $24.79万 | 0.03% | 211 | 211 | — | $24.79万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $25.24万 | 0.03% | 12,692 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $25.30万 | 0.03% | 808 | -53 | -6.2% | -$1.66万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.49万 | 0.03% | 488 | -50 | -9.3% | -$2.61万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $26.24万 | 0.03% | 3,431 | 13 | 0.4% | $994 | 加仓 |
| TRP | TC ENERGY CORP | $26.52万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $27.79万 | 0.04% | 925 | -1 | -0.1% | -$300 | 减仓 |
| CVNA | CARVANA CO | $28.30万 | 0.04% | 4,300 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $28.76万 | 0.04% | 2,489 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $28.80万 | 0.04% | 1,555 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $29.27万 | 0.04% | 1,314 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $29.74万 | 0.04% | 7,198 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $30.03万 | 0.04% | 1,347 | -200 | -12.9% | -$4.46万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $30.37万 | 0.04% | 18,197 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $30.52万 | 0.04% | 1,024 | 1,024 | — | $30.52万 | 新建仓 |
| PEP | PEPSICO INC | $30.55万 | 0.04% | 2,256 | -1,132 | -33.4% | -$15.33万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.47万 | 0.04% | 458 | 79 | 20.8% | $5.43万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $32.40万 | 0.04% | 1,030 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.57万 | 0.04% | 1,558 | 34 | 2.2% | $7,107 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $34.32万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $34.47万 | 0.04% | 2,342 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $36.07万 | 0.05% | 2,381 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $36.36万 | 0.05% | 1,075 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.57万 | 0.05% | 1,293 | -30 | -2.3% | -$8,718 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $38.67万 | 0.05% | 2,263 | 2,263 | — | $38.67万 | 新建仓 |
| GLD | SPDR GOLD TR | $38.97万 | 0.05% | 1,058 | -207 | -16.4% | -$7.63万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $39.24万 | 0.05% | 1,281 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $39.69万 | 0.05% | 1,062 | -137 | -11.4% | -$5.12万 | 减仓 |
| KLAC | KLA CORP | $40.22万 | 0.05% | 1,333 | 1,333 | — | $40.22万 | 新建仓 |
| VALE | VALE S A | $44.38万 | 0.06% | 29,511 | -149,623 | -83.5% | -$225.03万 | 减仓 |
| ILF | ISHARES TR | $45.04万 | 0.06% | 13,346 | 1,739 | 15.0% | $5.87万 | 加仓 |
| IJJ | ISHARES TR | $45.23万 | 0.06% | 3,062 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $46.50万 | 0.06% | 5,349 | 5 | 0.1% | $435 | 加仓 |
| ORCL | ORACLE CORP | $47.31万 | 0.06% | 3,228 | 551 | 20.6% | $8.07万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $47.66万 | 0.06% | 5,252 | 396 | 8.2% | $3.59万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $48.14万 | 0.06% | 2,399 | -130 | -5.1% | -$2.61万 | 减仓 |
| UNP | UNION PAC CORP | $48.59万 | 0.06% | 1,787 | -19 | -1.1% | -$5,167 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $48.63万 | 0.06% | 1,426 | -9,657 | -87.1% | -$329.32万 | 重新持有 |
| F | FORD MTR CO | $49.08万 | 0.06% | 35,307 | -1,982 | -5.3% | -$2.76万 | 减仓 |
| MTB | M & T BK CORP | $50.82万 | 0.07% | 2,135 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $52.60万 | 0.07% | 2,214 | -23 | -1.0% | -$5,464 | 减仓 |
| CMC | COMMERCIAL METALS CO | $52.71万 | 0.07% | 8,400 | 480 | 6.1% | $3.01万 | 加仓 |
| ASML | ASML HLDG NV | $55.11万 | 0.07% | 277 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.15万 | 0.08% | 1,182 | 413 | 53.7% | $20.67万 | 加仓 |
| MGK | VANGUARD WORLD FD | $76.22万 | 0.10% | 8,670 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $80.00万 | 0.10% | 3,362 | 585 | 21.1% | $13.92万 | 加仓 |
| TTE | TOTALENERGIES SE | $81.40万 | 0.11% | 10,468 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $81.72万 | 0.11% | 14,958 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $87.33万 | 0.11% | 10,079 | -34 | -0.3% | -$2,946 | 减仓 |
| IGSB | ISHARES TR | $90.95万 | 0.12% | 17,354 | -5,068 | -22.6% | -$26.56万 | 减仓 |
| BAC | BANK OF AMER CORP | $96.22万 | 0.13% | 16,887 | -3,528 | -17.3% | -$20.10万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $102.54万 | 0.13% | 4,638 | 4,638 | — | $102.54万 | 新建仓 |
| HON | HONEYWELL INTL INC | $103.89万 | 0.14% | 4,638 | -5,157 | -52.6% | -$115.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.03万 | 0.14% | 1,393 | 103 | 8.0% | $7.69万 | 加仓 |
| LLY | ELI LILLY & CO | $109.39万 | 0.14% | 912 | -25 | -2.7% | -$3.00万 | 减仓 |
| NFLX | NETFLIX INC. | $111.31万 | 0.15% | 15,590 | -25,158 | -61.7% | -$179.63万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $114.06万 | 0.15% | 14,773 | -73 | -0.5% | -$5,636 | 减仓 |
| GILD | GILEAD SCIENCES INC | $114.54万 | 0.15% | 9,066 | -10 | -0.1% | -$1,263 | 减仓 |
| NKE | NIKE INC | $118.01万 | 0.15% | 28,748 | 10,820 | 60.4% | $44.42万 | 加仓 |
| VIRT | VIRTU FINL INC | $118.43万 | 0.15% | 19,880 | -250 | -1.2% | -$1.49万 | 减仓 |
| CAT | CATERPILLAR INC | $119.16万 | 0.16% | 1,119 | -100 | -8.2% | -$10.65万 | 减仓 |
| TSLA | TESLA INC | $125.51万 | 0.16% | 2,984 | 598 | 25.1% | $25.15万 | 加仓 |
| EEM | ISHARES TR | $132.44万 | 0.17% | 19,360 | 1,490 | 8.3% | $10.19万 | 加仓 |
| NEM | NEWMONT CORP | $137.34万 | 0.18% | 14,704 | 241 | 1.7% | $2.25万 | 加仓 |
| CME | CME GROUP INC | $139.10万 | 0.18% | 6,299 | 341 | 5.7% | $7.53万 | 加仓 |
| IWD | ISHARES TR | $140.25万 | 0.18% | 5,785 | 3,439 | 146.6% | $83.37万 | 加仓 |
| SNA | SNAP ON INC | $145.75万 | 0.19% | 3,622 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $147.42万 | 0.19% | 7,727 | -267 | -3.3% | -$5.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $147.55万 | 0.19% | 2,540 | 455 | 21.8% | $26.43万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $155.47万 | 0.20% | 3,027 | -269 | -8.2% | -$13.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $158.72万 | 0.21% | 37,488 | 143 | 0.4% | $6,055 | 加仓 |
| INTC | INTEL CORP | $159.86万 | 0.21% | 11,449 | 477 | 4.3% | $6.66万 | 加仓 |
| MMM | 3M CO | $162.16万 | 0.21% | 10,016 | 10,016 | — | $162.16万 | 新建仓 |
| WMT | WALMART INC | $180.03万 | 0.23% | 15,896 | -81 | -0.5% | -$9,174 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $180.25万 | 0.24% | 4,178 | -48 | -1.1% | -$2.07万 | 减仓 |
| GLW | CORNING INC | $185.77万 | 0.24% | 7,273 | -50 | -0.7% | -$1.28万 | 减仓 |