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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 10
减持 36
清仓 99
方向
标的
Δ市值
现股数(环比)
清仓
SPYM
SPDR SER TR
-$51.3M
0
-100%
减持
IVV
ISHARES TR
-$43.7M
49,888
-61%
清仓
VTI
VANGUARD INDEX FDS
-$36.5M
0
-100%
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。
清仓
BND
VANGUARD BD INDEX FDS
-$36.5M
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$27.7M
0
-100%
减持
IWB
ISHARES TR
-$27.4M
5,020
-95%
清仓
SCHM
SCHWAB STRATEGIC TR
-$27.3M
0
-100%
清仓
TSLA
TESLA INC
-$23.1M
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$19.6M
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$19.5M
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$19.3M
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$19.1M
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$18.0M
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$17.8M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$16.9M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$15.6M
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$15.3M
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$14.5M
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$13.1M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$13.1M
0
-100%
清仓
WMT
WALMART INC
-$12.4M
0
-100%
减持
IJH
ISHARES TR
-$11.1M
295,507
-38%
清仓
V
VISA INC
-$10.6M
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$10.1M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$9.4M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$8.7M
0
-100%
清仓
IHDG
WISDOMTREE TR
-$8.6M
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$8.5M
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$8.3M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$8.1M
0
-100%
减持
IEMG
ISHARES INC
-$8.0M
35,748
-79%
清仓
UNP
UNION PAC CORP
-$7.9M
0
-100%
清仓
SO
SOUTHERN CO
-$7.9M
0
-100%
清仓
SCHO
SCHWAB STRATEGIC TR
-$7.5M
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$7.5M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$7.4M
0
-100%
清仓
DON
WISDOMTREE TR
-$7.2M
0
-100%
减持
IJR
ISHARES TR
-$7.1M
123,533
-32%
清仓
BSV
VANGUARD BD INDEX FDS
-$6.9M
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$6.8M
0
-100%
减持
MUB
ISHARES TR
-$6.6M
32,204
-65%
清仓
VYM
VANGUARD WHITEHALL FDS
-$6.5M
0
-100%
减持
IEFA
ISHARES TR
-$6.3M
318,806
-13%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$6.1M
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$6.0M
0
-100%
清仓
CRM
SALESFORCE INC
-$6.0M
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$6.0M
198,864
建仓
BLK
BLACKROCK INC
+$5.9M
5,782
清仓
VUG
VANGUARD INDEX FDS
-$5.9M
0
-100%
清仓
—
BLACKROCK INC
-$5.9M
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$5.8M
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$5.7M
0
-100%
清仓
TEQI
T ROWE PRICE ETF INC
-$5.5M
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$5.5M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$5.3M
0
-100%
清仓
ONEV
SPDR SER TR
-$5.2M
0
-100%
减持
AGG
ISHARES TR
-$5.0M
31,101
-61%
清仓
VTIP
VANGUARD MALVERN FDS
-$5.0M
0
-100%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$5.0M
24,589
-90%
减持
BSX
BOSTON SCIENTIFIC CORP
-$4.9M
4,775
-92%
减持
MSFT
MICROSOFT CORP
-$4.8M
151,959
-5%
增持
TLT
ISHARES TR
-$4.7M
177,544
+32%
清仓
—
UNILEVER PLC
-$4.6M
0
-100%
减持
ITOT
ISHARES TR
-$4.6M
9,562
-79%
减持
MRK
MERCK & CO INC
-$4.4M
45,154
-43%
减持
AMZN
AMAZON COM INC
+$4.4M
175,014
-4%
清仓
DGRW
WISDOMTREE TR
-$4.2M
0
-100%
减持
AVGO
BROADCOM INC
+$4.2M
108,527
-11%
清仓
WM
WASTE MGMT INC DEL
-$4.1M
0
-100%
清仓
CSB
VICTORY PORTFOLIOS II
-$4.0M
0
-100%
清仓
WAT
WATERS CORP
-$3.9M
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$3.9M
0
-100%
减持
GLD
SPDR GOLD TR
-$3.9M
81,360
-16%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$3.8M
0
-100%
清仓
BIL
SPDR SER TR
-$3.8M
0
-100%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$3.7M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$3.6M
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$3.6M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.5M
0
-100%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$3.4M
406,994
+58%
增持
TAXF
AMERICAN CENTY ETF TR
+$3.3M
105,940
+174%
清仓
SNY
SANOFI
-$3.2M
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$3.1M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$3.1M
0
-100%
清仓
NOW
SERVICENOW INC
-$3.1M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$3.0M
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$3.0M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.9M
27,126
-28%
增持
LLY
ELI LILLY & CO
-$2.9M
21,229
+25%
减持
SUB
ISHARES TR
-$2.9M
38,427
-41%
减持
AAPL
APPLE INC
+$2.9M
466,749
-4%
减持
CMCSA
COMCAST CORP NEW
-$2.6M
29,797
-67%
清仓
VXF
VANGUARD INDEX FDS
-$2.6M
0
-100%
增持
MS
MORGAN STANLEY
+$2.6M
32,615
+120%
清仓
VOT
VANGUARD INDEX FDS
-$2.6M
0
-100%
清仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$2.3M
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$2.3M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.3M
69,341
-13%
清仓
XOP
SPDR SER TR
-$2.2M
0
-100%
减持
ABBV
ABBVIE INC
-$2.2M
57,833
-9%
减持
QQQ
INVESCO QQQ TR
-$2.2M
155,976
-7%
减持
GOOGL
ALPHABET INC
+$2.2M
137,232
-4%
清仓
OACP
UNIFIED SER TR
-$2.2M
0
-100%
清仓
UMI
USCF ETF TR
-$2.1M
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$2.1M
0
-100%
清仓
SHM
SPDR SER TR
-$2.1M
0
-100%
清仓
SPTS
SPDR SER TR
-$2.1M
0
-100%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$2.1M
0
-100%
减持
—
EXXON MOBIL CORP
-$2.0M
96,976
-9%
清仓
WFC
WELLS FARGO CO NEW
-$2.0M
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$2.0M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$2.0M
18,055
清仓
TJX
TJX COS INC NEW
-$2.0M
0
-100%
清仓
SCZ
ISHARES TR
-$1.9M
0
-100%
建仓
ARTY
ISHARES TR
+$1.9M
51,894
清仓
—
PRIMO WATER CORPORATION
-$1.9M
0
-100%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$1.9M
61,339
清仓
TDG
TRANSDIGM GROUP INC
-$1.9M
0
-100%
减持
IWM
ISHARES TR
-$1.9M
64,406
-12%
清仓
DEM
WISDOMTREE TR
-$1.8M
0
-100%
减持
MINT
PIMCO ETF TR
-$1.8M
78,705
-19%
减持
CVS
CVS HEALTH CORP
-$1.8M
19,206
-55%
减持
MPC
MARATHON PETE CORP
-$1.8M
10,956
-47%
清仓
—
ARISTA NETWORKS INC
-$1.8M
0
-100%
清仓
ZTS
ZOETIS INC
-$1.8M
0
-100%
增持
SHV
ISHARES TR
+$1.7M
56,126
+39%
清仓
—
LAM RESEARCH CORP
-$1.7M
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$1.7M
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$1.7M
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.6M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
40,050
-7%
清仓
HAE
HAEMONETICS CORP MASS
-$1.6M
0
-100%
增持
GOOG
ALPHABET INC
+$1.6M
67,984
+0%
增持
SHY
ISHARES TR
+$1.6M
109,693
+23%
清仓
OALC
UNIFIED SER TR
-$1.6M
0
-100%
增持
AOR
ISHARES TR
+$1.6M
48,096
+142%
清仓
XLI
SELECT SECTOR SPDR TR
-$1.6M
0
-100%
清仓
TGT
TARGET CORP
-$1.5M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$1.5M
0
-100%
减持
META
META PLATFORMS INC
-$1.5M
33,126
-9%
清仓
XBI
SPDR SER TR
-$1.5M
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
0
-100%
减持
TDTT
FLEXSHARES TR
-$1.5M
24,044
-72%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
138,349
+125%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$1.5M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
46,479
-8%
清仓
NEAR
ISHARES U S ETF TR
-$1.5M
0
-100%
减持
DHI
D R HORTON INC
-$1.5M
25,789
-3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.5M
13,780
-65%
减持
HCA
HCA HEALTHCARE INC
-$1.5M
2,777
-51%
