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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 115
减持 14
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$19.3M
100,102
+55%
增持
MSFT
MICROSOFT CORP
+$15.7M
156,717
+18%
增持
AAPL
APPLE INC
+$12.3M
479,093
+13%
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
IJH
ISHARES TR
+$9.2M
78,034
+63%
增持
AVGO
BROADCOM INC
+$7.7M
13,755
+69%
减持
TSLA
TESLA INC
-$7.6M
84,606
-24%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$7.5M
408,424
+171%
增持
SCHA
SCHWAB STRATEGIC TR
+$7.4M
367,937
+62%
增持
QQQ
INVESCO QQQ TR
+$7.3M
168,961
+1%
增持
GOOGL
ALPHABET INC
+$6.8M
138,390
+52%
增持
COST
COSTCO WHSL CORP NEW
+$6.8M
22,301
+60%
增持
IGSB
ISHARES TR
+$6.2M
135,364
+865%
增持
JPM
JPMORGAN CHASE & CO
+$6.1M
95,291
+34%
增持
BND
VANGUARD BD INDEX FDS
+$5.9M
317,914
+29%
增持
IEFA
ISHARES TR
+$5.9M
356,237
+22%
增持
ABBV
ABBVIE INC
+$5.8M
67,080
+98%
建仓
DES
WISDOMTREE TR
+$5.7M
180,943
增持
HD
HOME DEPOT INC
+$5.6M
40,692
+47%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.5M
671,349
+17%
增持
CAT
CATERPILLAR INC
+$5.4M
23,095
+413%
增持
CSCO
CISCO SYS INC
+$5.4M
241,661
+93%
增持
VTI
VANGUARD INDEX FDS
+$5.3M
125,001
+11%
建仓
—
THOMSON REUTERS CORP.
+$5.2M
35,907
增持
VOO
VANGUARD INDEX FDS
+$5.2M
36,438
+36%
增持
CVX
CHEVRON CORP NEW
+$5.2M
95,025
+75%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$5.0M
237,033
增持
ARES
ARES MANAGEMENT CORPORATION
+$4.9M
45,633
+1078%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.8M
475,863
+27%
增持
SPYM
SPDR SER TR
+$4.7M
724,440
+3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.7M
335,724
+7%
增持
AOR
ISHARES TR
+$4.6M
105,982
+427%
增持
WMT
WALMART INC
+$4.5M
55,988
+111%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.4M
100,138
增持
DON
WISDOMTREE TR
+$4.4M
108,091
+775%
增持
SPIB
SPDR SER TR
+$4.4M
554,717
+27%
增持
AMZN
AMAZON COM INC
+$4.3M
166,199
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.3M
408,758
+12%
增持
TLT
ISHARES TR
+$4.2M
106,217
+56%
建仓
SOXX
ISHARES TR
+$4.2M
7,667
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$4.1M
40,458
增持
SCHF
SCHWAB STRATEGIC TR
+$4.1M
181,038
+147%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
22,050
+43%
增持
LDUR
PIMCO ETF TR
+$4.0M
121,554
+52%
增持
UNP
UNION PAC CORP
+$4.0M
34,685
+62%
减持
BTAL
AGF INVTS TR
-$3.9M
36,918
-84%
建仓
DLR
DIGITAL RLTY TR INC
+$3.9M
29,834
减持
LQD
ISHARES TR
-$3.9M
19,393
-67%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$3.9M
53,855
+1422%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.8M
406,893
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
104,465
+76%
增持
DHI
D R HORTON INC
+$3.7M
28,057
+546%
增持
—
PIONEER NAT RES CO
+$3.7M
18,374
+700%
增持
MRK
MERCK & CO INC
+$3.6M
73,400
+51%
增持
—
ACCENTURE PLC IRELAND
+$3.6M
19,412
+103%
增持
MINT
PIMCO ETF TR
+$3.6M
124,598
+41%
增持
QEFA
SPDR INDEX SHS FDS
+$3.6M
137,480
+45%
增持
MA
MASTERCARD INCORPORATED
+$3.6M
19,305
+69%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
651,367
+13%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$3.6M
50,448
增持
SCHM
SCHWAB STRATEGIC TR
+$3.5M
277,080
+11%
增持
GIS
GENERAL MLS INC
+$3.5M
59,294
+921%
建仓
GOVT
ISHARES TR
+$3.5M
152,148
增持
DE
DEERE & CO
+$3.5M
11,386
+310%
增持
TXN
TEXAS INSTRS INC
+$3.4M
36,924
+122%
增持
GILD
GILEAD SCIENCES INC
+$3.4M
64,448
+139%
增持
DGRO
ISHARES TR
+$3.3M
261,103
+21%
增持
SO
SOUTHERN CO
+$3.3M
76,685
+131%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.3M
10,468
+133%
建仓
SDOG
ALPS ETF TR
+$3.2M
62,930
增持
IJR
ISHARES TR
+$3.2M
166,375
+11%
减持
DBAW
DBX ETF TR
-$3.2M
240,136
-34%
增持
PEP
PEPSICO INC
+$3.2M
43,622
+77%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.2M
14,716
+73%
增持
GQRE
FLEXSHARES TR
+$3.2M
170,844
+35%
减持
NEAR
ISHARES U S ETF TR
-$3.1M
16,806
-79%
增持
—
UNILEVER PLC
+$3.0M
69,026
+795%
增持
PAYX
PAYCHEX INC
+$3.0M
27,857
+945%
减持
TIP
ISHARES TR
-$3.0M
16,518
-64%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.9M
99,028
+144%
建仓
SPMB
SPDR SER TR
+$2.9M
131,113
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$2.8M
534,704
+2%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$2.8M
57,827
增持
EMGF
ISHARES INC
+$2.8M
312,031
+24%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.8M
5
增持
EOG
EOG RES INC
+$2.8M
36,574
+182%
增持
FNDC
SCHWAB STRATEGIC TR
+$2.7M
248,152
+40%
增持
EMR
EMERSON ELEC CO
+$2.7M
58,744
+93%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.6M
4,006
+240%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.6M
126,925
+65%
增持
META
META PLATFORMS INC
+$2.6M
31,482
+12%
增持
IWD
ISHARES TR
+$2.6M
135,398
+4%
增持
VO
VANGUARD INDEX FDS
+$2.5M
45,592
+21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.5M
50,441
+551%
建仓
WAT
WATERS CORP
+$2.4M
7,978
增持
BOND
PIMCO ETF TR
+$2.4M
31,845
+460%
增持
VNLA
JANUS DETROIT STR TR
+$2.4M
317,887
+18%
清仓
TBF
PROSHARES TR
-$2.3M
0
-100%
增持
CCI
CROWN CASTLE INC
+$2.3M
36,963
+82%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.3M
601,601
+15%
增持
AMGN
AMGEN INC
+$2.3M
22,141
+36%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$2.3M
204,540
+26%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
81,141
+43%
增持
VB
VANGUARD INDEX FDS
+$2.3M
53,478
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
42,576
+12%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$2.2M
232,894
+22%
增持
SPGI
S&P GLOBAL INC
+$2.2M
6,747
+271%
增持
MUB
ISHARES TR
+$2.2M
86,029
+25%
增持
VTV
VANGUARD INDEX FDS
+$2.2M
34,001
+62%
减持
BIL
SPDR SER TR
-$2.2M
2,380
-91%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$2.2M
240,179
+22%
增持
ABT
ABBOTT LABS
+$2.2M
46,958
+50%
增持
FUTY
FIDELITY COVINGTON TRUST
+$2.2M
65,427
+349%
清仓
—
PROSHARES TR
-$2.1M
0
-100%
建仓
SNY
SANOFI
+$2.1M
41,087
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.1M
276,924
+7%
增持
PFF
ISHARES TR
+$2.0M
195,670
+45%
建仓
XPCQX
PIMCO CALIF MUN INCOME FD
+$2.0M
214,755
建仓
UTWO
RBB FD INC
+$1.9M
39,939
增持
V
VISA INC
+$1.9M
36,526
+11%
增持
GSK
GSK PLC
+$1.9M
55,384
+674%
增持
IEI
ISHARES TR
+$1.9M
20,080
+419%
增持
INTC
INTEL CORP
+$1.8M
82,667
+44%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$1.8M
34,255
-41%
增持
GOOG
ALPHABET INC
+$1.8M
73,617
+17%
减持
VPU
VANGUARD WORLD FDS
-$1.8M
16,513
-48%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.8M
237,290
+22%
减持
TFLO
ISHARES TR
-$1.7M
79,234
-30%
增持
ACWV
ISHARES INC
+$1.7M
32,258
+106%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$1.7M
0
-100%
增持
IWF
ISHARES TR
+$1.7M
17,357
+36%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
342,415
+13%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
101,723
+81%
减持
SHW
SHERWIN WILLIAMS CO
+$1.7M
40,153
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$1.7M
13,775
+125%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.6M
176,759
+23%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
161,094
+10%
增持
DGRW
WISDOMTREE TR
+$1.6M
42,626
+93%
建仓
DVYE
ISHARES INC
+$1.6M
58,673
减持
SLQD
ISHARES TR
-$1.6M
66,652
-34%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.5M
209,935
+14%
增持
MOAT
VANECK ETF TRUST
+$1.5M
172,332
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
13,017
+20%
增持
ITOT
ISHARES TR
+$1.5M
40,188
+41%
增持
BSV
VANGUARD BD INDEX FDS
+$1.5M
84,454
+27%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.5M
15,554
+19%
减持
CMF
ISHARES TR
-$1.5M
85,231
-27%
增持
CRM
SALESFORCE INC
+$1.4M
27,164
+3%
增持
BA
BOEING CO
+$1.4M
23,703
+1%
增持
LLY
ELI LILLY & CO
+$1.4M
14,964
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
21,994
-9%
