小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 18
增持 90
减持 37
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$8.8M
82,558
+3537%
建仓
DBMF
LITMAN GREGORY FDS TR
+$8.6M
295,689
增持
TSLA
TESLA INC
-$8.2M
97,907
+28%
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。
建仓
SPIB
SPDR SER TR
+$5.7M
178,322
减持
—
PROSHARES TR
-$5.6M
391,303
-49%
增持
SPYM
SPDR SER TR
+$5.1M
123,777
+992%
增持
AAPL
APPLE INC
+$4.6M
384,146
+17%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.4M
213,997
+81%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.3M
163,016
+118%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.0M
61,261
+556%
减持
RWM
PROSHARES TR
-$3.7M
102,778
-57%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
159,710
+93%
增持
VNLA
JANUS DETROIT STR TR
+$2.9M
87,301
+254%
减持
IWB
ISHARES TR
-$2.8M
56,860
-24%
清仓
SJB
PROSHARES TR
-$2.8M
0
-100%
减持
SLQD
ISHARES TR
-$2.8M
326,821
-16%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$2.7M
512,730
+3%
增持
IEFA
ISHARES TR
+$2.4M
55,410
+200%
增持
SHY
ISHARES TR
+$2.3M
128,456
+28%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$2.2M
129,263
+239%
减持
MS
MORGAN STANLEY
-$2.2M
7,024
-80%
减持
AMZN
AMAZON COM INC
-$2.2M
131,336
-9%
增持
T
AT&T INC
+$2.1M
312,197
+32%
减持
DBAW
DBX ETF TR
-$2.1M
883,888
-5%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.0M
145,684
+133%
减持
IWD
ISHARES TR
+$2.0M
128,561
-0%
增持
MRK
MERCK & CO INC
+$2.0M
47,090
+25%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.9M
40,420
+230%
减持
JPM
JPMORGAN CHASE & CO
+$1.9M
65,157
-0%
增持
DGRO
ISHARES TR
+$1.9M
178,367
+13%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
520,568
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
128,476
+21%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.7M
377,852
+13%
增持
CVX
CHEVRON CORP NEW
+$1.7M
47,219
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
34,004
+3%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
37,985
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
189,628
+11%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
97,621
+2%
增持
EMGF
ISHARES INC
+$1.5M
41,375
+681%
建仓
XT
ISHARES TR
+$1.5M
31,245
建仓
FVAL
FIDELITY COVINGTON TRUST
+$1.4M
32,764
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
37,550
+15%
增持
—
EXXON MOBIL CORP
+$1.4M
50,857
+5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
412,123
-6%
增持
HYLB
DBX ETF TR
+$1.3M
51,066
+326%
增持
SPSB
SPDR SER TR
+$1.3M
90,482
+95%
建仓
GQRE
FLEXSHARES TR
+$1.3M
24,365
减持
BA
BOEING CO
+$1.3M
22,881
-10%
减持
META
META PLATFORMS INC
-$1.3M
17,833
-29%
减持
SDY
SPDR SER TR
+$1.3M
96,215
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
375,265
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.2M
261,374
+2%
减持
SHW
SHERWIN WILLIAMS CO
+$1.2M
37,635
-0%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
105,658
+18%
增持
LLY
LILLY ELI & CO
+$1.2M
8,144
+47%
增持
CSCO
CISCO SYS INC
+$1.2M
96,573
+13%
增持
V
VISA INC
+$1.2M
27,521
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
52,228
+118%
增持
IJR
ISHARES TR
+$1.2M
117,334
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
43,652
+11%
增持
EMR
EMERSON ELEC CO
+$1.2M
25,871
+42%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
119,502
-13%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$1.1M
7,207
增持
LDUR
PIMCO ETF TR
+$1.1M
34,863
+53%
增持
HD
HOME DEPOT INC
+$1.1M
24,725
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
41,221
+38%
增持
PEP
PEPSICO INC
+$1.1M
25,391
+19%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
103,315
+16%
增持
XLP
SELECT SECTOR SPDR TR
+$1.1M
77,855
+10%
增持
XLU
SELECT SECTOR SPDR TR
+$1.1M
109,066
+8%
建仓
XLSR
SSGA ACTIVE TR
+$1.1M
27,703
增持
SRLN
SSGA ACTIVE ETF TR
+$1.1M
55,140
+88%
增持
AVGO
BROADCOM INC
+$1.0M
7,052
+8%
增持
IJH
ISHARES TR
+$1.0M
26,947
+8%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$1.0M
28,805
+342%
减持
AGG
ISHARES TR
-$1.0M
129,449
-8%
增持
QEFA
SPDR INDEX SHS FDS
+$1.0M
19,252
+413%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.0M
114,271
+15%
增持
IUSV
ISHARES TR
+$1.0M
17,724
+368%
建仓
IHDG
WISDOMTREE TR
+$1.0M
28,263
建仓
REGL
PROSHARES TR
+$990.0K
13,836
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$968.4K
16,560
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$967.3K
2,407
-79%
减持
IEF
ISHARES TR
-$963.1K
22,874
-30%
增持
GILD
GILEAD SCIENCES INC
+$961.5K
19,598
+68%
增持
VTV
VANGUARD INDEX FDS
+$956.4K
38,843
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$951.1K
6,379
+26%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$945.4K
27,016
+380%
增持
SUB
ISHARES TR
+$945.2K
25,724
+52%
增持
CSX
CSX CORP
+$940.8K
39,052
+287%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$931.4K
16,598
+2%
减持
NVDA
NVIDIA CORPORATION
+$901.5K
43,332
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$895.5K
33,813
+8%
建仓
XEL
XCEL ENERGY INC
+$895.0K
12,766
增持
ABT
ABBOTT LABS
+$888.7K
21,392
+42%
增持
CWB
SPDR SER TR
+$872.2K
59,111
+28%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$854.0K
13,417
-59%
增持
FNDC
SCHWAB STRATEGIC TR
+$852.4K
85,650
+28%
增持
ABBV
ABBVIE INC
+$848.7K
26,451
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$843.4K
123,226
+12%
清仓
LNC
LINCOLN NATL CORP IND
-$839.0K
0
-100%
清仓
—
PROSHARES TR II
-$838.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$830.3K
36,770
+6%
减持
BIL
SPDR SER TR
-$821.5K
99,721
-8%
清仓
KEY
KEYCORP
-$819.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$817.2K
4,689
-80%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$795.5K
31,495
+8%
减持
XLV
SELECT SECTOR SPDR TR
-$793.8K
15,401
-35%
减持
MOAT
VANECK ETF TRUST
+$789.0K
160,946
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$780.3K
46,193
+60%
建仓
ROP
ROPER TECHNOLOGIES INC
+$777.3K
1,799
建仓
TAXF
AMERICAN CENTY ETF TR
+$776.0K
15,859
增持
PFE
PFIZER INC
+$773.3K
102,269
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$770.1K
38,736
+37%
减持
SPDN
DIREXION SHS ETF TR
-$764.3K
265,091
-8%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$764.3K
16,583
建仓
FREL
FIDELITY COVINGTON TRUST
+$749.3K
30,202
减持
ANGL
VANECK ETF TRUST
-$738.7K
17,406
-62%
减持
SPY
SPDR S&P 500 ETF TR
+$726.4K
86,365
-5%
减持
TIP
ISHARES TR
-$716.5K
47,422
-14%
清仓
VEGI
ISHARES INC
-$712.0K
0
-100%
增持
ISTB
ISHARES TR
+$710.4K
47,984
+46%
增持
KO
COCA COLA CO
+$708.0K
66,482
+6%
增持
BAC
BANK AMERICA CORP
+$700.4K
146,238
+7%
增持
PG
PROCTER AND GAMBLE CO
+$699.2K
23,972
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$688.2K
6,301
+2%
增持
SMMU
PIMCO ETF TR
+$686.2K
23,171
+148%
增持
DFAI
DIMENSIONAL ETF TRUST
+$674.6K
81,133
+29%
增持
NEE
NEXTERA ENERGY INC
+$664.2K
26,952
+33%
增持
GIS
GENERAL MLS INC
+$658.7K
12,400
+149%
增持
MUB
ISHARES TR
+$631.8K
22,477
+33%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$631.3K
69,625
-11%
建仓
NDAQ
NASDAQ INC
+$626.4K
10,211
减持
IEI
ISHARES TR
-$618.2K
6,535
-45%
增持
SUSB
ISHARES TR
+$616.9K
195,831
+14%
减持
—
BLACKROCK INC
+$613.8K
5,300
-7%
增持
APD
AIR PRODS & CHEMS INC
+$609.4K
5,166
+22%
增持
CVS
CVS HEALTH CORP
+$608.2K
35,972
+25%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$606.7K
2,083
-66%
增持
SCHR
SCHWAB STRATEGIC TR
+$598.6K
17,827
+214%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$596.2K
7,465
+7%
减持
LQD
ISHARES TR
-$580.9K
55,355
-12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$577.4K
8,835
+30%
减持
GOOGL
ALPHABET INC
-$573.7K
66,783
-1%
建仓
AVUS
AMERICAN CENTY ETF TR
+$565.2K
8,310
增持
SHYD
VANECK ETF TRUST
+$561.7K
34,339
+269%
减持
BKNG
BOOKING HOLDINGS INC
-$559.3K
113
-76%
增持
VTEB
VANGUARD MUN BD FDS
+$555.6K
54,649
+22%
减持
NFLX
NETFLIX INC
+$550.4K
9,914
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$549.4K
40,195
+12%
