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Dynamic Advisor Solutions LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Dynamic Advisor Solutions LLC
报告期 2026-03-31 · CIK 0001599747
持仓数
963
前50大市值合计
$1.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 16
增持 52
减持 60
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$11.3M
30,661
增持
TSLA
TESLA INC
+$11.2M
26,026
+23%
减持
AAPL
APPLE INC
+$9.1M
319,915
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$7.1M
64,055
-34%
清仓
—
PROSHARES TR
-$6.6M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$6.3M
67,152
-19%
建仓
PHDG
INVESCO ACTIVELY MANAGED ETF
+$5.5M
143,405
增持
TLT
ISHARES TR
+$4.9M
40,764
+395%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.7M
60,326
+76%
增持
MSFT
MICROSOFT CORP
+$4.6M
78,304
+2%
增持
DBAW
DBX ETF TR
+$4.5M
634,184
+24%
减持
IAU
ISHARES GOLD TR
-$4.1M
30,487
-80%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$3.6M
339,027
+15%
建仓
ZIP
ZIPRECRUITER INC
+$3.5M
139,438
减持
IYW
ISHARES TR
-$3.5M
4,340
-89%
清仓
—
ALTABANCORP
-$3.4M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$3.4M
116,086
+17%
减持
NVDA
NVIDIA CORPORATION
+$3.2M
37,751
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$3.2M
66,596
+142%
清仓
TBF
PROSHARES TR
-$3.2M
0
-100%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$3.1M
0
-100%
清仓
EWJ
ISHARES INC
-$3.0M
0
-100%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$2.8M
44,836
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.8M
68,484
+379%
清仓
ISTB
ISHARES TR
-$2.8M
0
-100%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
82,880
减持
SHW
SHERWIN WILLIAMS CO
+$2.7M
37,719
-0%
增持
XME
SPDR SER TR
+$2.7M
66,729
+927%
清仓
TBT
PROSHARES TR
-$2.7M
0
-100%
建仓
DOG
PROSHARES TR
+$2.7M
84,736
增持
AGG
ISHARES TR
+$2.6M
103,866
+29%
增持
HD
HOME DEPOT INC
+$2.6M
24,214
+7%
清仓
MLPA
GLOBAL X FDS
-$2.6M
0
-100%
建仓
RWM
PROSHARES TR
+$2.6M
123,475
减持
KMI
KINDER MORGAN INC DEL
-$2.5M
17,197
-90%
增持
GBCI
GLACIER BANCORP INC NEW
+$2.5M
64,534
+197%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
12,877
+18%
减持
STIP
ISHARES TR
-$2.4M
5,645
-80%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$2.4M
54,763
+21%
减持
TAIL
CAMBRIA ETF TR
-$2.2M
308,499
-25%
减持
LMT
LOCKHEED MARTIN CORP
-$1.9M
5,938
-49%
减持
DGRO
ISHARES TR
-$1.8M
90,365
-34%
减持
IGSB
ISHARES TR
-$1.8M
5,672
-86%
减持
QQQ
INVESCO QQQ TR
+$1.8M
61,040
-3%
减持
IGIB
ISHARES TR
-$1.8M
19,660
-60%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
13,699
+4%
增持
SLQD
ISHARES TR
+$1.7M
221,470
+20%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
8,728
+64%
增持
SDY
SPDR SER TR
+$1.7M
83,655
+8%
清仓
PNQI
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
增持
IWB
ISHARES TR
+$1.7M
49,901
+5%
减持
AXP
AMERICAN EXPRESS CO
-$1.7M
2,596
-79%
增持
OMFS
INVESCO EXCH TRD SLF IDX FD
+$1.6M
46,439
+361%
增持
FDX
FEDEX CORP
+$1.5M
13,216
+36%
增持
GOOGL
ALPHABET INC
+$1.5M
3,493
+8%
建仓
PBUS
INVESCO EXCH TRADED FD TR II
+$1.5M
30,789
增持
STZ
CONSTELLATION BRANDS INC
+$1.4M
14,780
+36%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
167,179
-1%
减持
INTC
INTEL CORP
-$1.4M
31,545
-44%
减持
SQ
BLOCK INC
-$1.4M
13,739
-8%
减持
AOM
ISHARES TR
-$1.4M
15,371
-67%
减持
CMF
ISHARES TR
-$1.3M
6,497
-77%
增持
NETL
ETF SER SOLUTIONS
+$1.3M
180,299
+22%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$1.3M
70,606
+35%
减持
ICVT
ISHARES TR
-$1.3M
7,459
-63%
清仓
NEAR
ISHARES U S ETF TR
-$1.3M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$1.3M
32,161
-46%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
39,267
+7%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.3M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.3M
21,053
-8%
增持
XLU
SELECT SECTOR SPDR TR
+$1.3M
113,434
+6%
增持
MCD
MCDONALDS CORP
+$1.3M
23,422
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
17,843
-55%
减持
EUFN
ISHARES TR
-$1.3M
75,795
-46%
减持
GOVT
ISHARES TR
-$1.2M
14,980
-76%
增持
TSN
TYSON FOODS INC
+$1.2M
22,899
+134%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
12,679
-58%
减持
FLOT
ISHARES TR
-$1.2M
34,655
-40%
清仓
BCO
BRINKS CO
-$1.2M
0
-100%
减持
—
BARCLAYS BANK PLC
-$1.2M
12,209
-76%
清仓
BXP
BOSTON PROPERTIES INC
-$1.2M
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$1.1M
4,846
清仓
—
HANESBRANDS INC
-$1.1M
0
-100%
减持
SPYM
SPDR SER TR
-$1.1M
8,216
-74%
减持
QCOM
QUALCOMM INC
+$1.1M
19,730
-3%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$1.1M
5,934
清仓
IDU
ISHARES TR
-$1.1M
0
-100%
减持
ARKK
ARK ETF TR
-$1.1M
54,834
-4%
清仓
XEL
XCEL ENERGY INC
-$1.1M
0
-100%
增持
IEMG
ISHARES INC
+$1.1M
105,733
+24%
减持
MBB
ISHARES TR
-$1.0M
10,318
-48%
减持
ROKU
ROKU INC
-$1.0M
2,762
-48%
建仓
FTXR
FIRST TR EXCHANGE-TRADED FD
+$1.0M
29,916
增持
VO
VANGUARD INDEX FDS
+$1.0M
28,409
+8%
增持
PYPL
PAYPAL HLDGS INC
-$988.0K
20,021
+9%
增持
AVEM
AMERICAN CENTY ETF TR
+$983.0K
76,754
+28%
增持
AVGO
BROADCOM INC
+$966.0K
5,262
+1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$922.0K
5,749
+256%
清仓
EFG
ISHARES TR
-$922.0K
0
-100%
增持
META
META PLATFORMS INC
+$885.0K
20,730
+16%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$863.0K
231,256
-0%
减持
—
GLOBAL X FDS
-$863.0K
10,666
-82%
减持
IAGG
ISHARES TR
-$846.0K
18,677
-45%
增持
BND
VANGUARD BD INDEX FDS
+$818.0K
81,545
+14%
减持
AMD
ADVANCED MICRO DEVICES INC
+$785.0K
22,222
-13%
建仓
ENPH
ENPHASE ENERGY INC
+$784.0K
4,287
减持
EFV
ISHARES TR
-$782.0K
4,337
-78%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$778.0K
13,340
-28%
清仓
FINX
GLOBAL X FDS
-$774.0K
0
-100%
减持
ESGU
ISHARES TR
-$770.0K
25,352
-29%
清仓
TDOC
TELADOC HEALTH INC
-$770.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$758.0K
53,146
-2%
减持
GLD
SPDR GOLD TR
-$751.0K
91,703
-8%
减持
MMM
3M CO
-$750.0K
12,772
-26%
增持
—
TWO RDS SHARED TR
+$738.0K
312,767
+34%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$737.0K
8,982
-64%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$736.0K
31,512
-1%
增持
VPU
VANGUARD WORLD FDS
+$717.0K
30,407
+5%
清仓
XT
ISHARES TR
-$714.0K
0
-100%
减持
UNP
UNION PAC CORP
+$709.0K
13,133
-1%
增持
NUSC
NUSHARES ETF TR
+$702.0K
36,984
+89%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$701.0K
37,073
+52%
减持
CLOU
GLOBAL X FDS
-$701.0K
9,744
-70%
建仓
—
TIDAL ETF TR
+$694.0K
6,669
减持
VZ
VERIZON COMMUNICATIONS INC
-$678.0K
97,215
-8%
减持
MUB
ISHARES TR
-$678.0K
6,506
-47%
减持
—
ROYAL CARIBBEAN GROUP
-$677.0K
8,239
-44%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$677.0K
31,456
+69%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$672.0K
338,357
+7%
减持
HON
HONEYWELL INTL INC
-$660.0K
15,640
-15%
减持
TIP
ISHARES TR
-$657.0K
19,384
-22%
建仓
—
INVESCO EXCH TRADED FD TR II
+$650.0K
16,550
增持
MGK
VANGUARD WORLD FD
+$650.0K
3,740
+170%
减持
PFF
ISHARES TR
-$644.0K
14,486
-54%
增持
—
ACCENTURE PLC IRELAND
+$627.0K
6,327
+1%
增持
SPYD
SPDR SER TR
+$626.0K
31,546
+76%
清仓
SCHJ
SCHWAB STRATEGIC TR
-$623.0K
0
-100%
增持
CWB
SPDR SER TR
+$618.0K
30,479
+36%
建仓
BFLY
BUTTERFLY NETWORK INC
+$616.0K
92,060
增持
VTV
VANGUARD INDEX FDS
+$615.0K
15,452
+26%
减持
XSOE
WISDOMTREE TR
-$609.0K
10,594
-60%
减持
RBLX
ROBLOX CORP
-$608.0K
1,982
-82%
减持
CVS
CVS HEALTH CORP
+$608.0K
43,460
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$608.0K
34,797
+56%
建仓
GLW
CORNING INC
+$599.0K
16,097
清仓
CNK
CINEMARK HLDGS INC
-$594.0K
0
-100%
增持
EAGG
ISHARES TR
+$594.0K
50,712
+27%
减持
IOO
ISHARES TR
-$593.0K
4,123
-68%
减持
BIV
VANGUARD BD INDEX FDS
-$589.0K
23,518
-21%
增持
CSCO
CISCO SYS INC
+$589.0K
60,386
+1%