13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001818391
申报总市值
US$7.7亿
US$7.7亿
178 檔
11.4%
Q2 2025 季度申报显示，Independent Solutions Wealth Management, LLC 披露的美股组合总市值为 US$7.7亿，涵盖 178 个不同之权益投资仓位。
在 Q2 2025 期间，Independent Solutions Wealth Management, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Independent Solutions Wealth Management, LLC 的前 5 大核心持股（包含 COST, IVW, AAPL 等）合计占整体申报市值的 11.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.99% | -0.30% | +0.26% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.69% | +0.07% | +0.76% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.22% | +0.02% | +27.66% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.01% | -2.46% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.97% | -0.12% | +0.99% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.63% | +0.13% | -2.86% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.59% | -0.52% | -2.58% | |
| 8 | LEXI | Alexis Practical Tactical Et | ETF-其他 | 2.52% | +0.85% | +6.88% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.26% | -0.18% | +0.26% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.34% | -1.40% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.04% | -0.11% | -0.45% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.93% | -0.16% | +0.01% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.74% | -0.80% | +9.30% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | — | +0.76% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.70% | +0.02% | +1.83% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.69% | — | +1.97% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.40% | — | +0.16% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | +0.01% | +0.96% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.37% | -0.10% | +0.21% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.11% | +1.28% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.28% | -0.09% | -0.87% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.13% | +2.50% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.09% | -0.06% | -1.55% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.08% | +0.14% | -14.54% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 1.04% | -0.43% | -1.68% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.03% | +1.42% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | — | +0.16% | |
| 28 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.99% | +0.11% | — | |
| 29 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.97% | — | +4.06% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.96% | -0.11% | +7.71% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.10% | +94.50% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.89% | -0.03% | +3.21% | |
| 33 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.88% | -0.10% | -2.06% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.84% | -0.27% | +1.06% | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.84% | -0.11% | +36.98% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.27% | -1.52% | |
| 37 | APP | Applovin Corp-class A | 股票-科技 | 0.79% | +0.05% | -3.19% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.79% | +0.01% | +5.45% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.78% | -0.01% | +1.89% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.76% | +0.01% | +1.07% | |
| 41 | ZS | Zscaler Inc | 股票-科技 | 0.74% | -0.25% | EXIT | |
| 42 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.73% | +0.06% | +0.33% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | -0.04% | +0.38% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.72% | -0.08% | -0.48% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.33% | +3.52% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.70% | -0.28% | EXIT | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.69% | -0.01% | +3.99% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.68% | -0.04% | +3.49% | |
| 49 | MO | Altria Group Inc | 股票-非周期性消费 | 0.64% | -0.01% | -0.78% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.62% | +0.10% | +0.84% |
根据 SEC 官方 Form 13F 申报备案，Independent Solutions Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$7.7亿，共申报了 178 个公开持股仓位。
在 Q2 2025 季度，Independent Solutions Wealth Management, LLC 按市值排列的前三大核心持股分别为：COST (4.0%)、IVW (3.7%)、AAPL (3.2%)。其中最大持股仓位 COST 占据整体投资组合约 4.0% 的权重。
在 Q2 2025 季度中，Independent Solutions Wealth Management, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。