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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 17
增持 85
减持 44
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$15.5M
682,028
+64%
增持
GSLC
GOLDMAN SACHS ETF TR
+$12.5M
256,771
+109%
增持
AAPL
APPLE INC
+$11.6M
378,431
+1%
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。
增持
QQQ
INVESCO QQQ TR
+$10.9M
162,568
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$10.5M
32,818
-46%
增持
BND
VANGUARD BD INDEX FDS
+$9.4M
233,466
+127%
减持
DBAW
DBX ETF TR
-$9.1M
402,058
-44%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$8.2M
217,503
-44%
增持
IEFA
ISHARES TR
+$8.2M
266,413
+81%
减持
DBMF
LITMAN GREGORY FDS TR
-$8.1M
22,271
-93%
建仓
SYPR
SYPRIS SOLUTIONS INC
+$7.6M
3,716,812
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.2M
464,630
+53%
增持
SPSB
SPDR SER TR
+$7.1M
429,271
+128%
减持
SLQD
ISHARES TR
-$7.0M
114,274
-56%
增持
SCHM
SCHWAB STRATEGIC TR
+$6.4M
214,430
+66%
减持
PKG
PACKAGING CORP AMER
-$6.1M
8,276
-84%
增持
TSLA
TESLA INC
+$6.1M
101,249
+3%
减持
MSFT
MICROSOFT CORP
+$5.6M
121,771
-2%
建仓
MFUS
PIMCO EQUITY SER
+$5.5M
140,299
减持
SHY
ISHARES TR
-$5.1M
140,871
-30%
增持
GLD
SPDR GOLD TR
+$5.1M
121,618
+34%
增持
EMGF
ISHARES INC
+$4.9M
209,370
+131%
增持
CMF
ISHARES TR
+$4.7M
125,006
+199%
减持
NVDA
NVIDIA CORPORATION
+$4.0M
39,202
-14%
增持
VOO
VANGUARD INDEX FDS
+$4.0M
20,334
+78%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.0M
249,535
+63%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
110,440
+11%
增持
ISTB
ISHARES TR
+$3.8M
133,908
+160%
增持
LLY
LILLY ELI & CO
+$3.8M
13,631
+81%
减持
AMZN
AMAZON COM INC
+$3.7M
141,883
-1%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$3.6M
62,395
-41%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$3.5M
476,692
-16%
增持
FVAL
FIDELITY COVINGTON TRUST
+$3.4M
132,642
+97%
减持
SHYG
ISHARES TR
-$3.4M
81,926
-50%
增持
NEAR
ISHARES U S ETF TR
+$3.3M
72,073
+1214%
增持
DGRO
ISHARES TR
+$3.1M
229,348
+32%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$3.1M
32,199
+117%
增持
IUSV
ISHARES TR
+$3.1M
89,412
+67%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.0M
240,646
+25%
增持
BTAL
AGF INVTS TR
+$3.0M
201,152
+400%
增持
QYLD
GLOBAL X FDS
+$2.9M
288,876
+124%
减持
VO
VANGUARD INDEX FDS
-$2.9M
21,815
-40%
减持
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$2.8M
12,593
-88%
增持
QEFA
SPDR INDEX SHS FDS
+$2.8M
75,431
+109%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.7M
207,495
+30%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$2.7M
6,659
-89%
减持
T
AT&T INC
-$2.7M
150,629
-43%
减持
VNQ
VANGUARD INDEX FDS
-$2.6M
68,978
-32%
减持
AGG
ISHARES TR
-$2.6M
67,983
-27%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.6M
428,648
+21%
增持
ESGD
ISHARES TR
+$2.6M
78,944
+79%
增持
GQRE
FLEXSHARES TR
+$2.6M
102,130
+91%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
253,949
+25%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$2.5M
122,683
+82%
建仓
IXUS
ISHARES TR
+$2.4M
39,034
减持
—
TWO RDS SHARED TR
-$2.4M
122,547
-69%
增持
VNLA
JANUS DETROIT STR TR
+$2.4M
194,989
+35%
增持
HYLB
DBX ETF TR
+$2.4M
160,670
+78%
增持
IHDG
WISDOMTREE TR
+$2.3M
120,648
+90%
建仓
RING
ISHARES INC
+$2.3M
97,244
增持
SCHA
SCHWAB STRATEGIC TR
+$2.3M
136,995
+54%
增持
IVV
ISHARES TR
+$2.3M
21,412
+21%
减持
TAIL
CAMBRIA ETF TR
-$2.2M
42,042
-78%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
155,612
+24%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.2M
399,211
-10%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.2M
367,800
+33%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
51,219
+26%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$2.2M
120,941
+68%
增持
FREL
FIDELITY COVINGTON TRUST
+$2.1M
185,252
+81%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$2.1M
111,883
减持
CWB
SPDR SER TR
-$2.0M
18,095
-63%
增持
META
META PLATFORMS INC
+$2.0M
22,975
+6%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$1.9M
11,557
-84%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.8M
169,369
+38%
增持
LDUR
PIMCO ETF TR
+$1.8M
70,723
+40%
减持
IEMG
ISHARES INC
-$1.8M
93,599
-29%
减持
SHV
ISHARES TR
-$1.8M
51,558
-24%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.8M
184,085
+253%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
19,856
-41%
清仓
HYGH
ISHARES U S ETF TR
-$1.7M
0
-100%
增持
AVGO
BROADCOM INC
+$1.7M
7,581
+1%
增持
IWM
ISHARES TR
+$1.7M
97,123
+201%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.7M
147,795
+37%
增持
ISCF
ISHARES TR
+$1.7M
63,247
+753%
减持
BIL
SPDR SER TR
-$1.7M
55,170
-25%
增持
SHW
SHERWIN WILLIAMS CO
+$1.7M
39,671
+1%
增持
SLV
ISHARES SILVER TR
+$1.7M
145,506
+138%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
14,624
-46%
增持
CALF
PACER FDS TR
+$1.6M
44,124
+624%
增持
UMI
USCF ETF TR
+$1.6M
70,487
+172%
增持
GOOGL
ALPHABET INC
+$1.5M
82,400
+2%
增持
FNDC
SCHWAB STRATEGIC TR
+$1.5M
157,504
+41%
增持
VB
VANGUARD INDEX FDS
+$1.5M
32,030
+25%
建仓
SCZ
ISHARES TR
+$1.5M
25,017
增持
IAGG
ISHARES TR
+$1.5M
48,336
+160%
增持
INTU
INTUIT
+$1.5M
10,247
+41%
减持
TDTT
FLEXSHARES TR
-$1.4M
322,799
-14%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
68,692
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.4M
109,093
+26%
增持
MUB
ISHARES TR
+$1.4M
43,041
+45%
增持
ESGU
ISHARES TR
+$1.4M
63,315
+20%
减持
TFLO
ISHARES TR
-$1.3M
94,322
-22%
建仓
EOG
EOG RES INC
+$1.3M
11,549
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
219,622
+31%
建仓
IYT
ISHARES TR
+$1.3M
5,099
减持
TEQI
T ROWE PRICE ETF INC
-$1.2M
150,815
-21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
36,179
+1%
建仓
NULV
NUSHARES ETF TR
+$1.2M
35,592
增持
GOOG
ALPHABET INC
+$1.2M
61,301
+3%
增持
V
VISA INC
+$1.2M
30,440
+14%
减持
IAU
ISHARES GOLD TR
-$1.2M
29,071
-52%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.2M
68,510
+235%
增持
HON
HONEYWELL INTL INC
+$1.2M
23,002
+22%
减持
VTIP
VANGUARD MALVERN FDS
-$1.2M
135,716
-15%
建仓
EEMS
ISHARES INC
+$1.2M
21,550
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
194,228
+26%
清仓
—
ABSOLUTE SOFTWARE CORP
-$1.1M
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.1M
158,390
-12%
建仓
HYD
VANECK ETF TRUST
+$1.1M
22,039
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
15,478
-45%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$1.1M
22,022
-59%
增持
XLP
SELECT SECTOR SPDR TR
+$1.1M
80,942
+23%
减持
TGT
TARGET CORP
-$1.1M
8,986
-34%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
35,069
+110%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.1M
33,788
+100%
增持
MOAT
VANECK ETF TRUST
+$1.0M
162,839
+0%
清仓
PSR
INVESCO ACTIVELY MANAGED ETF
-$1.0M
0
-100%
建仓
MFDX
PIMCO EQUITY SER
+$1.0M
36,082
减持
ABBV
ABBVIE INC
-$1.0M
28,536
-6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$989.5K
107,978
+32%
清仓
FLRN
SPDR SER TR
-$981.4K
0
-100%
建仓
—
LITHIUM AMERS CORP NEW
+$966.0K
47,800
建仓
PDN
INVESCO EXCH TRADED FD TR II
+$953.1K
30,945
减持
VYM
VANGUARD WHITEHALL FDS
-$943.5K
50,183
-16%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$940.3K
12,375
-78%
增持
DFSD
DIMENSIONAL ETF TRUST
+$925.5K
72,877
+39%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$905.6K
1,909
-81%
增持
SCHG
SCHWAB STRATEGIC TR
+$902.0K
80,784
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$864.9K
57,636
+35%
增持
VBK
VANGUARD INDEX FDS
+$860.8K
4,873
+307%
减持
FDX
FEDEX CORP
-$840.5K
5,934
-41%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$839.3K
7,777
+200%
增持
IWD
ISHARES TR
+$822.0K
129,746
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$797.8K
4,625
-47%
建仓
EMXC
ISHARES INC
+$791.6K
15,229
增持
DUHP
DIMENSIONAL ETF TRUST
+$788.9K
97,262
+36%
增持
ESGE
ISHARES INC
+$786.0K
84,118
+41%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$778.6K
5,960
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$778.3K
36,135
增持
ITA
ISHARES TR
+$774.5K
19,236
+51%
