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 |
|---|---|---|---|---|---|---|---|---|
| LEXI | LISTED FDS TR | $1.19亿 | 17.45% | 3,362,981 | 2,839,647 | 542.6% | $1.00亿 | 加仓 |
| AAPL | APPLE INC | $2,159.64万 | 3.18% | 85,096 | 3,317 | 4.1% | $84.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,808.61万 | 2.66% | 103,705 | 1,996 | 2.0% | $34.81万 | 加仓 |
| IVW | ISHARES TR | $1,733.68万 | 2.55% | 153,274 | 3,397 | 2.3% | $38.42万 | 加仓 |
| SHV | ISHARES TR | $1,600.81万 | 2.36% | 145,014 | 33,315 | 29.8% | $367.76万 | 加仓 |
| IVE | ISHARES TR | $1,532.51万 | 2.26% | 72,579 | -2,572 | -3.4% | -$54.31万 | 减仓 |
| AVGO | BROADCOM INC | $1,429.63万 | 2.11% | 46,190 | -495 | -1.1% | -$15.32万 | 减仓 |
| AGG | ISHARES TR | $1,116.00万 | 1.64% | 112,421 | 841 | 0.8% | $8.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,107.19万 | 1.63% | 75,690 | -3,520 | -4.4% | -$51.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,064.40万 | 1.57% | 10,682 | -681 | -6.0% | -$67.86万 | 减仓 |
| IEFA | ISHARES TR | $1,025.25万 | 1.51% | 113,250 | -4,494 | -3.8% | -$40.68万 | 减仓 |
| IJH | ISHARES TR | $1,023.98万 | 1.51% | 151,633 | 15,411 | 11.3% | $104.07万 | 加仓 |
| GVI | ISHARES TR | $962.91万 | 1.42% | 90,261 | 1,688 | 1.9% | $18.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $941.86万 | 1.39% | 25,444 | 2,658 | 11.7% | $98.39万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $929.32万 | 1.37% | 304,695 | -8,401 | -2.7% | -$25.62万 | 减仓 |
| IVV | ISHARES TR | $912.18万 | 1.34% | 13,965 | 3,663 | 35.6% | $239.26万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $848.51万 | 1.25% | 167,656 | 95,822 | 133.4% | $484.96万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $836.85万 | 1.23% | 287,283 | -7,316 | -2.5% | -$21.31万 | 减仓 |
| MINT | PIMCO ETF TR | $816.79万 | 1.20% | 81,216 | 45,078 | 124.7% | $453.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $797.87万 | 1.17% | 38,563 | 14,517 | 60.4% | $300.36万 | 加仓 |
| GOOGL | ALPHABET INC | $797.55万 | 1.17% | 27,735 | -548 | -1.9% | -$15.76万 | 减仓 |
| SHY | ISHARES TR | $699.87万 | 1.03% | 84,761 | 3,934 | 4.9% | $32.48万 | 加仓 |
| ITOT | ISHARES TR | $683.51万 | 1.01% | 47,989 | -1,614 | -3.3% | -$22.99万 | 减仓 |
| CSCO | CISCO SYS INC | $666.88万 | 0.98% | 85,949 | -934 | -1.1% | -$7.25万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $650.18万 | 0.96% | 280,007 | -503 | -0.2% | -$1.17万 | 减仓 |
| — | EXXON MOBIL CORP | $645.85万 | 0.95% | 38,067 | -170 | -0.4% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $643.15万 | 0.95% | 30,880 | -1,092 | -3.4% | -$22.74万 | 减仓 |
| FLOT | ISHARES TR | $641.72万 | 0.94% | 125,951 | 54,615 | 76.6% | $278.26万 | 加仓 |
| SHYG | ISHARES TR | $632.93万 | 0.93% | 149,594 | 60,544 | 68.0% | $256.16万 | 加仓 |
| IJR | ISHARES TR | $549.00万 | 0.81% | 44,164 | -1,530 | -3.3% | -$19.02万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $545.64万 | 0.80% | 219,043 | -554 | -0.3% | -$1.38万 | 减仓 |
| META | META PLATFORMS INC | $531.35万 | 0.78% | 9,287 | 3 | 0.0% | $1,716 | 加仓 |
| LQD | ISHARES TR | $516.40万 | 0.76% | 47,380 | 65 | 0.1% | $7,084 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $486.50万 | 0.72% | 200,452 | 1,825 | 0.9% | $4.43万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $483.92万 | 0.71% | 195,524 | -4,641 | -2.3% | -$11.49万 | 减仓 |
| V | VISA INC | $474.06万 | 0.70% | 15,685 | 911 | 6.2% | $27.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $470.24万 | 0.69% | 19,237 | 5,440 | 39.4% | $132.98万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $445.83万 | 0.66% | 144,003 | -1,763 | -1.2% | -$5.46万 | 减仓 |
| APP | APPLOVIN CORP | $421.48万 | 0.62% | 10,590 | -246 | -2.3% | -$9.79万 | 减仓 |
| SHOP | SHOPIFY INC | $418.27万 | 0.62% | 35,261 | -850 | -2.4% | -$10.08万 | 减仓 |
| KO | COCA COLA CO | $413.24万 | 0.61% | 54,338 | 1,824 | 3.5% | $13.87万 | 加仓 |
| HDV | ISHARES TR | $409.23万 | 0.60% | 30,152 | -243 | -0.8% | -$3.30万 | 减仓 |
| IMTM | ISHARES TR | $398.84万 | 0.59% | 83,057 | 34,388 | 70.7% | $165.13万 | 加仓 |
| NFLX | NETFLIX INC. | $391.79万 | 0.58% | 40,748 | 1,246 | 3.2% | $11.98万 | 加仓 |
| MO | ALTRIA GROUP INC | $388.13万 | 0.57% | 58,817 | 464 | 0.8% | $3.06万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $387.95万 | 0.57% | 30,629 | 71 | 0.2% | $8,993 | 加仓 |
| GOOG | ALPHABET INC | $385.20万 | 0.57% | 13,428 | -226 | -1.7% | -$6.48万 | 减仓 |
| MTUM | ISHARES TR | $376.66万 | 0.55% | 15,695 | 6,354 | 68.0% | $152.49万 | 加仓 |
| ETN | EATON CORP PLC | $366.81万 | 0.54% | 10,255 | -300 | -2.8% | -$10.73万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $362.72万 | 0.53% | 21,081 | -2,093 | -9.0% | -$36.01万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $358.52万 | 0.53% | 142,838 | -2,165 | -1.5% | -$5.43万 | 减仓 |
| IAU | ISHARES GOLD TR | $358.04万 | 0.53% | 40,613 | -45,770 | -53.0% | -$403.51万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $357.83万 | 0.53% | 4,916 | -208 | -4.1% | -$15.14万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $352.91万 | 0.52% | 21,345 | -1,445 | -6.3% | -$23.89万 | 减仓 |
| MRK | MERCK & CO INC | $349.42万 | 0.51% | 29,048 | 9,528 | 48.8% | $114.61万 | 加仓 |
| MCD | MCDONALDS CORP | $338.84万 | 0.50% | 10,902 | 615 | 6.0% | $19.11万 | 加仓 |
| AMGN | AMGEN INC | $337.46万 | 0.50% | 9,591 | 130 | 1.4% | $4.57万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $333.91万 | 0.49% | 27,196 | -1,179 | -4.2% | -$14.48万 | 减仓 |
| NET | CLOUDFLARE INC | $328.60万 | 0.48% | 15,925 | -317 | -2.0% | -$6.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $322.06万 | 0.47% | 104,974 | 1,111 | 1.1% | $3.41万 | 加仓 |
| VLO | VALERO ENERGY CORP | $316.77万 | 0.47% | 12,821 | -436 | -3.3% | -$10.77万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $312.09万 | 0.46% | 7,994 | 14 | 0.2% | $5,466 | 加仓 |
| PG | PROCTER & GAMBLE CO | $307.85万 | 0.45% | 21,313 | 10,926 | 105.2% | $157.82万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $307.73万 | 0.45% | 44,405 | -1,103 | -2.4% | -$7.64万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $307.59万 | 0.45% | 114,305 | 1,418 | 1.3% | $3.82万 | 加仓 |
| IXUS | ISHARES TR | $301.00万 | 0.44% | 34,741 | 6,990 | 25.2% | $60.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $297.78万 | 0.44% | 10,123 | 4,670 | 85.6% | $137.37万 | 加仓 |
| IEUR | ISHARES TR | $289.92万 | 0.43% | 41,258 | 7,548 | 22.4% | $53.04万 | 加仓 |
| VALE | VALE S A | $285.00万 | 0.42% | 179,134 | 179,134 | — | $285.00万 | 新建仓 |
| ABBV | ABBVIE INC | $280.87万 | 0.41% | 12,914 | 158 | 1.2% | $3.44万 | 加仓 |
| CRWV | COREWEAVE INC | $280.64万 | 0.41% | 36,225 | 36,225 | — | $280.64万 | 新建仓 |
| PSX | PHILLIPS 66 | $280.11万 | 0.41% | 15,375 | 31 | 0.2% | $5,648 | 加仓 |
| MPC | MARATHON PETE CORP | $259.32万 | 0.38% | 10,620 | 855 | 8.8% | $20.88万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $250.15万 | 0.37% | 37,298 | -1,148 | -3.0% | -$7.70万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $248.89万 | 0.37% | 16,646 | -88 | -0.5% | -$1.32万 | 减仓 |
| HD | HOME DEPOT INC | $247.05万 | 0.36% | 7,512 | -1,362 | -15.3% | -$44.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $243.44万 | 0.36% | 4,218 | 4,218 | — | $243.44万 | 新建仓 |
| RTX | RTX CORPORATION | $243.18万 | 0.36% | 12,607 | -106 | -0.8% | -$2.04万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $240.83万 | 0.35% | 82,815 | -4,210 | -4.8% | -$12.24万 | 减仓 |
| SRE | SEMPRA | $239.74万 | 0.35% | 24,672 | -526 | -2.1% | -$5.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $238.37万 | 0.35% | 9,834 | -76 | -0.8% | -$1.84万 | 减仓 |
| BX | BLACKSTONE INC | $236.21万 | 0.35% | 20,541 | 173 | 0.8% | $1.99万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $227.46万 | 0.33% | 15,036 | 1,771 | 13.4% | $26.79万 | 加仓 |
| PJT | PJT PARTNERS INC | $225.92万 | 0.33% | 16,169 | -115 | -0.7% | -$1.61万 | 减仓 |
| — | HONEYWELL INTL INC | $221.40万 | 0.33% | 9,795 | 8 | 0.1% | $1,808 | 加仓 |
| ENB | ENBRIDGE INC | $206.89万 | 0.30% | 38,213 | 838 | 2.2% | $4.54万 | 加仓 |
| QCOM | QUALCOMM INC | $206.63万 | 0.30% | 16,045 | 684 | 4.5% | $8.81万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $205.82万 | 0.30% | 20,921 | 20,921 | — | $205.82万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $202.19万 | 0.30% | 9,463 | 1,445 | 18.0% | $30.87万 | 加仓 |
| WMT | WALMART INC | $198.56万 | 0.29% | 15,977 | -908 | -5.4% | -$11.28万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $194.67万 | 0.29% | 25,560 | 25,560 | — | $194.67万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $194.20万 | 0.29% | 22,574 | 22,574 | — | $194.20万 | 新建仓 |
| INTU | INTUIT | $193.04万 | 0.28% | 4,465 | -111 | -2.4% | -$4.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $191.57万 | 0.28% | 9,982 | 9,982 | — | $191.57万 | 新建仓 |
| IOO | ISHARES TR | $189.50万 | 0.28% | 15,665 | 15,665 | — | $189.50万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $187.47万 | 0.28% | 37,345 | 830 | 2.3% | $4.17万 | 加仓 |
| IWF | ISHARES TR | $179.09万 | 0.26% | 4,200 | -37 | -0.9% | -$1.58万 | 减仓 |
| CME | CME GROUP INC | $175.97万 | 0.26% | 5,958 | 566 | 10.5% | $16.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $174.05万 | 0.26% | 8,093 | 8,093 | — | $174.05万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $172.22万 | 0.25% | 8,276 | 659 | 8.7% | $13.71万 | 加仓 |