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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 78
减持 47
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$28.8M
1,249,998
+127%
增持
IWB
ISHARES TR
+$23.5M
94,588
+488%
减持
AAPL
APPLE INC
+$17.1M
484,409
-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
DFUS
DIMENSIONAL ETF TRUST
+$13.7M
652,793
+51%
增持
NVDA
NVIDIA CORPORATION
+$13.6M
398,110
+910%
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$12.2M
514,541
增持
GTO
POWERSHARES ACTIVELY MANAGED
+$11.9M
483,162
+116%
增持
IVV
ISHARES TR
+$11.5M
121,203
+16%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$10.9M
379,126
-32%
增持
DFAC
DIMENSIONAL ETF TRUST
+$10.8M
1,024,258
+47%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$10.5M
24,908
-90%
减持
SRLN
SSGA ACTIVE ETF TR
-$9.2M
34,565
-86%
增持
QQQ
INVESCO QQQ TR
+$8.5M
173,502
+3%
增持
BND
VANGUARD BD INDEX FDS
+$7.5M
445,802
+31%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.4M
925,156
+23%
清仓
SYPR
SYPRIS SOLUTIONS INC
-$6.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$6.1M
177,606
+14%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$6.0M
185,361
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.9M
571,919
+57%
增持
—
EXXON MOBIL CORP
+$5.8M
107,358
+89%
减持
CSCO
CISCO SYS INC
-$5.7M
141,097
-43%
减持
GSLC
GOLDMAN SACHS ETF TR
-$5.6M
298,512
-17%
清仓
—
PIONEER NAT RES CO
-$5.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$5.3M
161,421
+2%
减持
SDY
SPDR SER TR
-$5.3M
31,036
-56%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$5.1M
3,443
-83%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.8M
511,126
+50%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.6M
350,128
+56%
增持
SPYM
SPDR SER TR
+$4.4M
756,463
+6%
减持
GOOGL
ALPHABET INC
+$4.3M
141,140
-1%
增持
PYLD
PIMCO ETF TR
+$4.2M
265,815
+162%
增持
COST
COSTCO WHSL CORP NEW
+$4.2M
25,223
+7%
增持
IQLT
ISHARES TR
+$4.1M
135,456
+347%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.1M
244,320
+44%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.9M
171,016
+226%
减持
SPSB
SPDR SER TR
-$3.9M
349,715
-27%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.9M
806,107
+25%
增持
IJH
ISHARES TR
+$3.7M
475,632
+20%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$3.6M
138,941
减持
QEFA
SPDR INDEX SHS FDS
-$3.6M
100,723
-31%
减持
AOA
ISHARES TR
-$3.5M
8,445
-85%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.1M
3,063
-72%
增持
DFAR
DIMENSIONAL ETF TRUST
+$3.1M
351,665
+68%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.1M
37,135
+113%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$3.0M
237,332
-15%
减持
AVGO
BROADCOM INC
+$3.0M
13,133
-4%
减持
LDUR
PIMCO ETF TR
-$2.9M
100,055
-23%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$2.8M
185,116
-26%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.7M
102,040
增持
LLY
ELI LILLY & CO
+$2.7M
16,250
+6%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.7M
311,185
+18%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$2.7M
83,283
增持
ACWV
ISHARES INC
+$2.7M
60,012
+75%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.5M
286,674
+37%
增持
GOOG
ALPHABET INC
+$2.5M
73,434
+2%
减持
FNDC
SCHWAB STRATEGIC TR
-$2.4M
147,467
-30%
增持
JAAA
JANUS DETROIT STR TR
+$2.4M
53,229
+759%
减持
DBAW
DBX ETF TR
-$2.3M
145,373
-34%
增持
IEMG
ISHARES INC
+$2.3M
182,785
+27%
增持
IEFA
ISHARES TR
+$2.3M
391,254
+11%
增持
META
META PLATFORMS INC
+$2.2M
35,037
+10%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.2M
52,139
+935%
减持
SHV
ISHARES TR
-$2.0M
38,944
-32%
增持
TSLA
TESLA INC
+$2.0M
85,268
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$2.0M
40,080
-0%
减持
EMGF
ISHARES INC
-$2.0M
269,741
-17%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.9M
73,094
减持
EWJ
ISHARES INC
-$1.9M
14,290
-64%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.9M
251,995
+42%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.9M
247,738
+11%
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$1.8M
66,717
减持
ISTB
ISHARES TR
-$1.8M
54,248
-41%
建仓
OACP
UNIFIED SER TR
+$1.8M
80,568
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
327,853
+9%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$1.7M
15,950
-51%
减持
MGC
VANGUARD WORLD FD
-$1.7M
9,356
-50%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.6M
73,616
减持
VNQ
VANGUARD INDEX FDS
-$1.6M
32,216
-36%
减持
IHI
ISHARES TR
-$1.6M
63,093
-28%
减持
GQRE
FLEXSHARES TR
-$1.6M
162,501
-12%
增持
VOT
VANGUARD INDEX FDS
+$1.6M
10,159
+214%
增持
VB
VANGUARD INDEX FDS
+$1.6M
63,904
+18%
减持
IWC
ISHARES TR
-$1.6M
3,539
-78%
增持
ONEV
SPDR SER TR
+$1.5M
38,055
+59%
增持
CVX
CHEVRON CORP NEW
+$1.5M
114,332
+10%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.5M
203,820
+30%
减持
SLQD
ISHARES TR
-$1.5M
28,643
-51%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
97,275
-13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
20,026
+33%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.4M
219,231
+16%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
13,217
+23%
增持
SPIB
SPDR SER TR
+$1.4M
730,195
+7%
减持
FVAL
FIDELITY COVINGTON TRUST
-$1.4M
157,688
-14%
增持
WMT
WALMART INC
+$1.4M
156,553
+2%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
110,298
+10%
建仓
MRSK
NORTHERN LIGHTS FD TR
+$1.4M
43,086
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.4M
48,046
减持
MCD
MCDONALDS CORP
-$1.4M
19,107
-14%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
406,732
+2%
增持
IWM
ISHARES TR
+$1.3M
65,802
+15%
减持
DIS
DISNEY WALT CO
-$1.3M
47,426
-4%
减持
FUTY
FIDELITY COVINGTON TRUST
-$1.3M
44,329
-43%
增持
HD
HOME DEPOT INC
-$1.3M
42,274
+2%
增持
IJR
ISHARES TR
+$1.3M
183,833
+11%
建仓
OALC
UNIFIED SER TR
+$1.2M
42,866
增持
SO
SOUTHERN CO
+$1.2M
90,597
+11%
减持
INTC
INTEL CORP
-$1.1M
81,337
-2%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
180,995
+5%
建仓
OAIM
UNIFIED SER TR
+$1.1M
32,659
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.0M
175,282
+34%
增持
VXF
VANGUARD INDEX FDS
+$1.0M
16,538
+65%
增持
NVO
NOVO-NORDISK A S
+$1.0M
28,049
+21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
327,904
+8%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.0M
34,886
减持
TRV
TRAVELERS COMPANIES INC
-$1.0M
5,477
-41%
减持
EOG
EOG RES INC
-$994.1K
35,873
-17%
增持
VO
VANGUARD INDEX FDS
+$987.7K
50,750
+12%
增持
SCHF
SCHWAB STRATEGIC TR
+$983.3K
209,819
+16%
减持
IWD
ISHARES TR
-$978.7K
134,448
-1%
建仓
DYNF
BLACKROCK ETF TRUST
+$975.0K
20,772
减持
VXUS
VANGUARD STAR FDS
-$964.1K
23,840
-40%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$959.5K
130,999
+16%
增持
IAGG
ISHARES TR
+$939.5K
82,783
+29%
增持
GLD
SPDR GOLD TR
+$922.5K
98,579
+0%
增持
SMH
VANECK ETF TRUST
+$910.2K
5,642
+126%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$908.6K
31,717
增持
SCHG
SCHWAB STRATEGIC TR
+$905.9K
86,022
+3%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$897.7K
35,328
减持
PEP
PEPSICO INC
-$891.1K
47,347
-5%
清仓
—
AON PLC
-$885.9K
0
-100%
增持
AGG
ISHARES TR
+$882.8K
77,443
+14%
增持
ICVT
ISHARES TR
+$872.7K
43,268
+37%
增持
IJK
ISHARES TR
+$870.8K
13,567
+281%
增持
EFG
ISHARES TR
+$857.9K
11,670
+261%
建仓
EMBD
GLOBAL X FDS
+$855.3K
38,156
增持
CSB
VICTORY PORTFOLIOS II
+$845.8K
63,114
+40%
增持
FNDF
SCHWAB STRATEGIC TR
+$834.1K
441,723
+7%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$825.3K
542,793
+8%
减持
BIL
SPDR SER TR
-$818.7K
58,869
-13%
建仓
GEV
GE VERNOVA INC
+$816.6K
4,761
增持
QUAL
ISHARES TR
+$815.8K
10,928
+71%
减持
CAT
CATERPILLAR INC
-$815.0K
23,699
-0%
建仓
AVLV
AMERICAN CENTY ETF TR
+$814.9K
12,968
减持
MA
MASTERCARD INCORPORATED
-$810.7K
19,087
-0%
增持
SOXX
ISHARES TR
+$810.2K
29,772
+3%
减持
VPU
VANGUARD WORLD FD
-$809.6K
9,666
-38%
建仓
RWM
PROSHARES TR
+$807.9K
38,824
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$804.4K
10,704
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$802.3K
53,321
+3%
减持
NUSC
NUSHARES ETF TR
-$781.5K
104,221
-11%
