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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 100
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$18.2M
64,699
+202%
增持
FNDF
SCHWAB STRATEGIC TR
+$9.1M
333,610
+619%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.1M
374,547
+121%
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
SPIB
SPDR SER TR
+$6.6M
435,483
+98%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.5M
289,829
-27%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.3M
362,901
+51%
增持
IJH
ISHARES TR
+$4.7M
47,947
+73%
增持
TLT
ISHARES TR
+$4.6M
68,258
+378%
减持
SHY
ISHARES TR
-$4.3M
87,937
-38%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$4.0M
150,735
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.0M
575,275
+24%
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.9M
312,731
+22%
增持
VNLA
JANUS DETROIT STR TR
+$3.6M
270,327
+39%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.6M
521,030
+42%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$3.5M
66,493
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.5M
575,996
+34%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.4M
226,796
+66%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$3.4M
0
-100%
增持
EMXC
ISHARES INC
+$3.3M
82,082
+439%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.3M
143,851
+97%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.1M
197,863
+27%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.1M
13,033
+250%
增持
VO
VANGUARD INDEX FDS
+$3.0M
37,699
+73%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$3.0M
190,876
+58%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$3.0M
42,809
+527%
增持
IJR
ISHARES TR
+$2.7M
150,098
+31%
减持
BIL
SPDR SER TR
-$2.7M
26,150
-53%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.6M
303,993
+57%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.6M
212,325
+34%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.5M
183,353
+70%
增持
MUB
ISHARES TR
+$2.5M
69,064
+60%
增持
VB
VANGUARD INDEX FDS
+$2.4M
46,576
+45%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
62,597
+44%
建仓
TBF
PROSHARES TR
+$2.3M
93,165
增持
IWB
ISHARES TR
+$2.3M
13,487
+293%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
26,754
+32%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
322,209
+47%
建仓
—
PROSHARES TR
+$2.1M
145,613
减持
VTIP
VANGUARD MALVERN FDS
-$2.1M
92,242
-32%
增持
GOOGL
ALPHABET INC
+$2.1M
91,202
+11%
增持
SHV
ISHARES TR
+$2.0M
69,493
+35%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.0M
194,665
+32%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
42,596
+9%
增持
AGG
ISHARES TR
+$1.9M
91,244
+34%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.9M
172,772
+78%
增持
META
META PLATFORMS INC
+$1.9M
28,148
+23%
减持
IEF
ISHARES TR
-$1.8M
5,818
-76%
建仓
MLPX
GLOBAL X FDS
+$1.8M
42,273
增持
ITOT
ISHARES TR
+$1.7M
28,418
+194%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.7M
146,723
+34%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.7M
258,591
+25%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
83,333
+80%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
249,141
+16%
建仓
HAE
HAEMONETICS CORP MASS
+$1.6M
17,915
增持
EMGF
ISHARES INC
+$1.6M
251,968
+20%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$1.5M
162,327
+32%
增持
LLY
ELI LILLY & CO
+$1.5M
14,617
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
301,465
+19%
增持
FVAL
FIDELITY COVINGTON TRUST
+$1.4M
164,702
+24%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
27,062
+53%
增持
AMZN
AMAZON COM INC
+$1.4M
156,156
+10%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.3M
161,694
+92%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.3M
137,791
+81%
增持
AMGN
AMGEN INC
+$1.3M
16,297
+19%
清仓
IYT
ISHARES TR
-$1.3M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$1.3M
1,988
-75%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
291,123
+17%
增持
IEMG
ISHARES INC
+$1.2M
123,153
+32%
建仓
—
HOLOGIC INC
+$1.2M
17,447
减持
DBAW
DBX ETF TR
-$1.2M
366,023
-9%
增持
ABBV
ABBVIE INC
+$1.2M
33,811
+18%
增持
TSLA
TESLA INC
+$1.2M
110,604
+9%
建仓
KVUE
KENVUE INC
+$1.2M
58,300
减持
DGRO
ISHARES TR
-$1.2M
215,347
-6%
增持
ANGL
VANECK ETF TRUST
+$1.1M
79,891
+119%
增持
CVX
CHEVRON CORP NEW
+$1.1M
54,206
+7%
减持
SDY
SPDR SER TR
-$1.1M
89,114
-4%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
16,038
+40%
增持
SUB
ISHARES TR
+$1.1M
53,495
+27%
增持
BBLU
EA SERIES TRUST
+$1.1M
154,812
+293%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
363,730
+10%
增持
TJX
TJX COS INC NEW
+$1.1M
27,501
+72%
减持
TIP
ISHARES TR
-$1.1M
45,692
-16%
减持
SHYG
ISHARES TR
-$1.1M
56,324
-31%
增持
QEFA
SPDR INDEX SHS FDS
+$1.1M
94,756
+26%
建仓
HUBS
HUBSPOT INC
+$1.1M
2,175
减持
HYLB
DBX ETF TR
-$1.1M
131,951
-18%
减持
CALF
PACER FDS TR
-$1.1M
17,565
-60%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.1M
522,968
+10%
增持
XT
ISHARES TR
+$1.0M
152,508
+23%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.0M
126,016
-9%
建仓
VXF
VANGUARD INDEX FDS
+$1.0M
7,237
增持
ADBE
ADOBE INC
+$1.0M
8,992
+24%
减持
EFA
ISHARES TR
-$1.0M
13,501
-50%
清仓
XEL
XCEL ENERGY INC
-$1.0M
0
-100%
减持
FLOT
ISHARES TR
-$1.0M
17,159
-54%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$989.9K
9,232
+568%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$978.9K
38,013
+5%
增持
TFLO
ISHARES TR
+$972.8K
113,364
+20%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$959.2K
196,784
+511%
减持
IWM
ISHARES TR
+$953.3K
47,704
-51%
减持
QYLD
GLOBAL X FDS
-$940.3K
249,688
-14%
增持
ELV
ELEVANCE HEALTH INC
+$937.0K
4,122
+113%
减持
DG
DOLLAR GEN CORP NEW
-$933.3K
3,087
-58%
增持
IHI
ISHARES TR
-$932.9K
130,713
+1%
增持
IHDG
WISDOMTREE TR
+$925.2K
148,984
+23%
减持
XLU
SELECT SECTOR SPDR TR
-$906.8K
117,127
-2%
增持
GOOG
ALPHABET INC
+$902.2K
63,085
+3%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$895.5K
7,792
+109%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$893.5K
3,956
增持
CRM
SALESFORCE INC
+$892.5K
26,491
+25%
增持
DFIS
DIMENSIONAL ETF TRUST
+$886.9K
105,087
+69%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$870.9K
206,075
-4%
增持
LDUR
PIMCO ETF TR
+$869.1K
79,995
+13%
增持
AAPL
APPLE INC
-$861.9K
423,701
+12%
减持
VNQ
VANGUARD INDEX FDS
-$857.8K
64,843
-6%
增持
MINT
PIMCO ETF TR
+$845.3K
88,446
+10%
增持
BTAL
AGF INVTS TR
+$828.2K
231,713
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$824.3K
35,960
+10%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$820.5K
76,887
+33%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$819.9K
84,876
+142%
增持
VTV
VANGUARD INDEX FDS
+$810.7K
20,944
+43%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$808.6K
205,371
-6%
增持
RTX
RTX CORPORATION
-$803.1K
39,093
+6%
建仓
—
BLACKROCK ETF TRUST
+$798.8K
30,346
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$791.3K
26,245
减持
PEP
PEPSICO INC
-$780.2K
24,610
-8%
增持
GLD
SPDR GOLD TR
-$777.7K
121,920
+0%
增持
IEFA
ISHARES TR
+$767.5K
291,381
+9%
减持
XLP
SELECT SECTOR SPDR TR
-$767.2K
76,097
-6%
增持
DBMF
LITMAN GREGORY FDS TR
+$764.3K
47,738
+114%
减持
GIS
GENERAL MLS INC
-$758.2K
5,807
-61%
增持
GQRE
FLEXSHARES TR
+$756.7K
126,191
+24%
增持
IWD
ISHARES TR
-$756.1K
129,902
+0%
减持
NULV
NUSHARES ETF TR
-$742.3K
14,615
-59%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$740.8K
8,803
减持
CMF
ISHARES TR
-$731.2K
116,483
-7%
增持
SPEM
SPDR INDEX SHS FDS
+$728.7K
56,230
+67%
增持
COST
COSTCO WHSL CORP NEW
+$725.3K
13,917
+5%
清仓
OMC
OMNICOM GROUP INC
-$711.4K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$695.3K
26,920
+57%
减持
SLQD
ISHARES TR
-$688.7K
100,436
-12%
增持
BA
BOEING CO
+$676.9K
23,428
+30%
增持
ET
ENERGY TRANSFER L P
+$671.8K
82,172
+117%
增持
SGOV
ISHARES TR
+$666.4K
18,873
+54%
减持
TDTT
FLEXSHARES TR
-$660.9K
299,030
-7%
减持
VPU
VANGUARD WORLD FDS
-$658.9K
31,910
-4%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$658.3K
58,068
-7%
增持
—
NXP SEMICONDUCTORS N V
+$646.4K
4,372
+293%
增持
ICVT
ISHARES TR
+$638.0K
24,202
+60%
