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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001818391
申报总市值
US$7.9亿
US$7.9亿
194 檔
28.2%
Independent Solutions Wealth Management, LLC 在 Q2 2026 季度的美股仓位总计估值为 US$7.9亿，分散于 194 个持仓标的之中，反映其市场参与广度与投资规模。
Independent Solutions Wealth Management, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 66 档持股的同时，亦同步清仓 11 档并减仓 79 档标的。
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 LEXI, AAPL, NVDA 等）合计占整体申报市值的 28.2%，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 | LEXI | Alexis Practical Tactical Et | ETF-其他 | 18.30% | -0.24% | +2.55% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.20% | +0.39% | -0.51% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | +0.31% | -1.22% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.62% | -0.42% | -4.66% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.24% | -0.23% | -1.57% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.14% | -0.07% | -0.31% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.56% | -0.84% | -25.08% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.51% | +0.32% | -1.06% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.48% | +0.01% | +8.31% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.46% | -0.09% | +0.36% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.40% | -0.06% | -1.80% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.37% | -0.15% | -1.09% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | -0.07% | -1.56% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.27% | -0.12% | -2.95% | |
| 15 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.26% | -0.06% | +0.74% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.25% | -0.03% | -1.15% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.11% | -0.13% | -15.52% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.11% | +0.61% | -3.60% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.08% | +0.04% | -2.10% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.07% | -0.26% | +99.19% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | +0.36% | -15.34% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.03% | +0.10% | -3.70% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.01% | -0.04% | -1.95% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.96% | +0.02% | +0.28% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.93% | -0.03% | +2.05% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.87% | -0.10% | +2.60% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.85% | -0.07% | +2.98% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.21% | +1.12% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.84% | +0.11% | +0.30% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | -0.11% | -1.77% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.74% | -0.07% | +5.38% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.70% | -0.09% | -0.66% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.01% | -0.73% | |
| 34 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.69% | -0.13% | -1.08% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.68% | EXIT | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.68% | -0.04% | -3.34% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.68% | -0.07% | +0.65% | |
| 38 | APP | Applovin Corp-class A | 股票-科技 | 0.67% | -0.67% | EXIT | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.67% | -0.09% | -3.14% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | +0.18% | -1.92% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.02% | +1.27% | |
| 42 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.63% | +0.15% | — | |
| 43 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.63% | -0.24% | +9.23% | |
| 44 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.63% | -0.08% | +0.82% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.61% | -0.06% | -2.66% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.04% | -1.41% | |
| 47 | ANET | Arista Networks Inc | 股票-科技 | 0.59% | +0.10% | -1.97% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.03% | -1.00% | |
| 49 | MRVL | Marvell Technology Inc | 股票-科技 | 0.57% | -0.07% | — | |
| 50 | MO | Altria Group Inc | 股票-非周期性消费 | 0.56% | -0.06% | +2.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LEXI | Alexis Practical Tactical Et | +0.9% | +2.55% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.8% | +99.19% | 加仓 |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.6% | NEW | 新建仓 |
| 4 | MRVL | Marvell Technology Inc | +0.6% | NEW | 新建仓 |
| 5 | DGRO | Ishares Core Dividend Growth | +0.5% | NEW | 新建仓 |
| 6 | HPE | Hewlett Packard Enterprise | +0.4% | NEW | 新建仓 |
| 7 | ARM | Arm Holdings Plc-adr | +0.4% | -1.08% | 减仓 |
| 8 | CRUS | Cirrus Logic Inc | +0.4% | NEW | 新建仓 |
| 9 | PGR | Progressive CORP | +0.3% | NEW | 新建仓 |
| 10 | MMM | 3m Co | +0.2% | NEW | 新建仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +149.95% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.2% | -4.14% | 减仓 |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -0.66% | 减仓 |
| 14 | SMH | Vaneck Semiconductor ETF | +0.2% | +34.43% | 加仓 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.31% | 加仓 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +4.89% | 加仓 |
| 17 | INTC | Intel CORP | +0.1% | +4.35% | 加仓 |
| 18 | DELL | Dell Technologies -c | +0.1% | -1.14% | 减仓 |
| 19 | ✓ | +0.1% | NEW | 新建仓 | |
| 20 | AVGO | Broadcom Inc | +0.1% | -1.57% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -15.52% | 减仓 |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +469.98% | 加仓 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +21.82% | 加仓 |
| 24 | ✓ | +0.1% | NEW | 新建仓 | |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | -2.93% | 减仓 |
| 26 | IWD | Ishares Russell 1000 Value E | +0.1% | +146.59% | 加仓 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.56% | 减仓 |
| 28 | ANET | Arista Networks Inc | +0.1% | -1.97% | 减仓 |
| 29 | IOO | Ishares Global 100 ETF | +0.1% | +35.49% | 加仓 |
| 30 | RMBS | Rambus Inc | +0.1% | -1.79% | 减仓 |
| 31 | QCOM | Qualcomm Inc | +0.1% | +1.01% | 加仓 |
| 32 | GLW | Corning Inc | +0.1% | -0.68% | 减仓 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +2.14% | 加仓 |
| 34 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -4.66% | 减仓 |
| 35 | LAMR | Lamar Advertising Co-a | +0.1% | +0.82% | 加仓 |
| 36 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 37 | APP | Applovin Corp-class A | +0.1% | -5.38% | 减仓 |
| 38 | CRWV | Coreweave Inc-cl A | +0.1% | -2.08% | 减仓 |
| 39 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 40 | ✓ | +0.1% | NEW | 新建仓 | |
| 41 | IMTM | Ishares Msci Intl Momentum F | 0% | +9.23% | 加仓 |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -1.41% | 减仓 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.47% | 减仓 |
| 44 | IBKR | Interactive Brokers Gro-cl A | 0% | -4.09% | 减仓 |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | -0.20% | 减仓 |
| 46 | TXN | Texas Instruments Inc | 0% | NEW | 新建仓 |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | -1.77% | 减仓 |
| 48 | CMI | Cummins Inc | 0% | -2.26% | 减仓 |
| 49 | PNC | Pnc Financial Services Group | 0% | +4.93% | 加仓 |
| 50 | RY | Royal Bank Of Canada | 0% | -0.53% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Independent Solutions Wealth Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$7.9亿，共申报了 194 个公开持股仓位。
在 Q2 2026 季度，Independent Solutions Wealth Management, LLC 按市值排列的前三大核心持股分别为：LEXI (18.3%)、AAPL (3.2%)、NVDA (2.7%)。其中最大持股仓位 LEXI 占据整体投资组合约 18.3% 的权重。
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。
本季最大新建仓标的
PYLD
市值: US$485.6万
本季最大获利了结 / 清仓标的
IEUR
前期市值: US$289.9万
在 Q2 2026 季度中，Independent Solutions Wealth Management, LLC 共进行了 176 项持仓异动，包含新建仓 20 个仓位、加仓 66 个仓位、减仓 79 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 PYLD。 本季清仓仓位包含 IEUR。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。