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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 93
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$16.2M
39,400
-0%
增持
VTV
VANGUARD INDEX FDS
+$11.2M
100,185
+195%
增持
MSFT
MICROSOFT CORP
+$9.2M
158,857
+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。
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$8.9M
56,665
-80%
增持
IVV
ISHARES TR
+$7.8M
104,377
+4%
减持
QQQ
INVESCO QQQ TR
+$7.6M
168,049
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$7.1M
51,758
+693%
增持
GSLC
GOLDMAN SACHS ETF TR
+$6.5M
361,490
+8%
增持
BIL
SPDR SER TR
+$6.0M
67,774
+2748%
增持
VTI
VANGUARD INDEX FDS
+$5.5M
133,336
+7%
减持
TSLA
TESLA INC
-$5.2M
84,483
-0%
减持
AOR
ISHARES TR
-$4.4M
19,921
-81%
增持
META
META PLATFORMS INC
+$4.4M
31,867
+1%
增持
SPIB
SPDR SER TR
+$4.3M
684,142
+23%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$4.2M
553,502
+4%
减持
SPYM
SPDR SER TR
+$4.2M
716,118
-1%
减持
AMZN
AMAZON COM INC
+$4.0M
156,200
-6%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.0M
433,416
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
46,448
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.7M
755,003
+12%
减持
AVGO
BROADCOM INC
+$3.6M
13,636
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
696,934
+7%
增持
AAPL
APPLE INC
-$3.6M
490,109
+2%
增持
IWM
ISHARES TR
+$3.3M
57,126
+27%
增持
AOA
ISHARES TR
+$3.2M
56,488
+316%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.2M
551,660
+16%
增持
IJH
ISHARES TR
+$3.0M
397,074
+409%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.9M
411,104
+17%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.8M
172,586
+33%
增持
MOAT
VANECK ETF TRUST
+$2.7M
189,569
+10%
增持
LLY
ELI LILLY & CO
+$2.7M
15,381
+3%
增持
GOOGL
ALPHABET INC
+$2.7M
142,098
+3%
增持
COST
COSTCO WHSL CORP NEW
+$2.6M
23,579
+6%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.6M
155,457
-26%
建仓
PYLD
PIMCO ETF TR
+$2.6M
101,451
减持
CCI
CROWN CASTLE INC
-$2.6M
15,462
-58%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$2.6M
503,930
+23%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.5M
62,367
+817%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.5M
31,497
+35%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.4M
389,461
+6%
减持
JPM
JPMORGAN CHASE & CO
+$2.4M
94,023
-1%
增持
SOXX
ISHARES TR
+$2.4M
28,915
+277%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$2.2M
69,406
+36%
增持
EWJ
ISHARES INC
+$2.2M
39,892
+288%
增持
IWD
ISHARES TR
+$2.2M
136,429
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$2.1M
10,760
+234%
减持
PFE
PFIZER INC
-$2.1M
118,651
-36%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
399,402
-2%
减持
BA
BOEING CO
-$2.1M
19,693
-17%
增持
CVX
CHEVRON CORP NEW
+$2.1M
103,715
+9%
增持
CAT
CATERPILLAR INC
+$2.0M
23,767
+3%
减持
ISTB
ISHARES TR
-$2.0M
92,435
-32%
减持
SHW
SHERWIN WILLIAMS CO
+$2.0M
40,120
-0%
清仓
UTWO
RBB FD INC
-$1.9M
0
-100%
增持
HD
HOME DEPOT INC
+$1.9M
41,290
+1%
减持
NKE
NIKE INC
-$1.8M
20,084
-45%
减持
MINT
PIMCO ETF TR
-$1.8M
106,124
-15%
增持
DEM
WISDOMTREE TR
+$1.8M
72,222
+128%
增持
SYPR
SYPRIS SOLUTIONS INC
-$1.7M
4,309,154
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
55,268
-32%
增持
DGRO
ISHARES TR
+$1.7M
270,104
+3%
增持
MRK
MERCK & CO INC
+$1.7M
77,833
+6%
增持
VNLA
JANUS DETROIT STR TR
+$1.6M
350,571
+10%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
12,793
+86%
减持
TDTT
FLEXSHARES TR
-$1.6M
177,100
-28%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.6M
280,771
+1%
减持
ABT
ABBOTT LABS
-$1.6M
32,003
-32%
增持
XOP
SPDR SER TR
+$1.6M
20,159
+76%
清仓
DVYE
ISHARES INC
-$1.6M
0
-100%
增持
MLPX
GLOBAL X FDS
+$1.6M
74,422
+60%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
339,409
+7%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.5M
2
-60%
减持
IEFA
ISHARES TR
+$1.5M
352,336
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.5M
223,677
+9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.5M
10,904
-30%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.5M
29,128
-79%
增持
FVAL
FIDELITY COVINGTON TRUST
+$1.5M
183,866
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
34,248
+11%
增持
EMGF
ISHARES INC
+$1.5M
326,948
+5%
减持
GSK
GSK PLC
-$1.4M
16,881
-70%
建仓
—
ARISTA NETWORKS INC
+$1.4M
4,933
增持
GWW
GRAINGER W W INC
+$1.4M
1,918
+193%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
224,294
+7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.4M
5,706
+144%
减持
AGG
ISHARES TR
-$1.4M
67,742
-17%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
46,060
-5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
364,792
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
170,144
+6%
增持
PEP
PEPSICO INC
+$1.3M
49,711
+14%
增持
DLR
DIGITAL RLTY TR INC
+$1.3M
36,328
+22%
减持
SHV
ISHARES TR
-$1.3M
57,413
-17%
减持
VNQ
VANGUARD INDEX FDS
-$1.3M
50,009
-23%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.3M
113,049
+14%
增持
VB
VANGUARD INDEX FDS
+$1.3M
54,096
+1%
减持
CVS
CVS HEALTH CORP
-$1.3M
40,405
-27%
增持
EMR
EMERSON ELEC CO
+$1.3M
60,645
+3%
增持
TLT
ISHARES TR
+$1.2M
121,216
+14%
增持
NOW
SERVICENOW INC
+$1.2M
3,204
+80%
增持
GE
GENERAL ELECTRIC CO
+$1.2M
18,944
+14%
增持
IHDG
WISDOMTREE TR
+$1.2M
176,071
+6%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$1.2M
251,197
+5%
减持
GLD
SPDR GOLD TR
-$1.2M
98,547
-13%
增持
V
VISA INC
+$1.2M
38,279
+5%
增持
—
PIONEER NAT RES CO
+$1.2M
20,609
+12%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
9,993
+14%
增持
QEFA
SPDR INDEX SHS FDS
+$1.2M
145,968
+6%
建仓
AIQ
GLOBAL X FDS
+$1.2M
34,362
减持
MA
MASTERCARD INCORPORATED
+$1.1M
19,169
-1%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
263,711
-5%
减持
—
BROOKLINE BANCORP INC DEL
-$1.1M
12,092
-90%
增持
GQRE
FLEXSHARES TR
+$1.1M
183,893
+8%
增持
EOG
EOG RES INC
+$1.1M
43,096
+18%
增持
XT
ISHARES TR
+$1.1M
173,683
+7%
建仓
FYLD
CAMBRIA ETF TR
+$1.1M
39,769
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
83,785
+1%
建仓
EYLD
CAMBRIA ETF TR
+$1.1M
31,872
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
644,443
+7%
增持
GIS
GENERAL MLS INC
+$1.1M
70,285
+19%
增持
ELV
ELEVANCE HEALTH INC
+$1.1M
6,169
+39%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
112,092
+7%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.0M
209,514
+6%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$1.0M
0
-100%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.0M
251,185
+8%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.0M
23,194
+81%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$992.6K
20,073
-9%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$992.4K
4,163
+4%
减持
UMI
USCF ETF TR
-$990.3K
46,365
-40%
减持
IJR
ISHARES TR
+$988.0K
166,086
-0%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$987.4K
42,971
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$973.7K
55,865
+2%
减持
BIIB
BIOGEN INC
-$963.7K
1,331
-73%
增持
IEI
ISHARES TR
+$955.9K
28,433
+42%
减持
VOO
VANGUARD INDEX FDS
+$950.2K
34,570
-5%
增持
ARES
ARES MANAGEMENT CORPORATION
+$948.2K
47,297
+4%
建仓
SYLD
CAMBRIA ETF TR
+$943.4K
12,876
减持
IUSB
ISHARES TR
-$940.7K
34,174
-38%
减持
AOM
ISHARES TR
-$929.8K
4,933
-82%
增持
WAT
WATERS CORP
+$928.9K
9,769
+22%
减持
ABBV
ABBVIE INC
+$920.9K
64,784
-3%
减持
FNDC
SCHWAB STRATEGIC TR
-$920.4K
212,131
-15%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$915.8K
223,843
+9%
增持
WM
WASTE MGMT INC DEL
+$914.1K
18,810
+8%
减持
BX
BLACKSTONE INC
-$898.8K
9,151
-47%
减持
VO
VANGUARD INDEX FDS
+$898.6K
45,221
-1%
减持
GOOG
ALPHABET INC
+$889.1K
72,267
-2%
减持
—
DUPONT DE NEMOURS INC
-$881.0K
4,166
-73%
增持
APD
AIR PRODS & CHEMS INC
+$877.8K
8,399
+96%
增持
EMXC
ISHARES INC
+$872.7K
94,734
+13%
增持
LDUR
PIMCO ETF TR
+$866.6K
130,343
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$866.1K
34,670
+7%
