小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 88
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IWD
ISHARES TR
-$18.7M
32,772
-75%
减持
MSFT
MICROSOFT CORP
+$18.0M
150,579
-1%
减持
NVDA
NVIDIA CORPORATION
+$16.1M
347,256
-6%
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
QQQ
INVESCO QQQ TR
-$15.2M
97,666
-34%
减持
VTI
VANGUARD INDEX FDS
-$13.8M
63,162
-47%
减持
AVGO
BROADCOM INC
+$10.9M
104,003
-2%
减持
AAPL
APPLE INC
-$9.0M
454,669
-1%
增持
AMZN
AMAZON COM INC
+$8.5M
191,821
+9%
增持
META
META PLATFORMS INC
+$7.7M
38,807
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.6M
215,033
-31%
增持
SPYM
SPDR SERIES TRUST
+$6.9M
765,921
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.8M
14,171
-34%
增持
IYW
ISHARES TR
+$6.7M
54,103
+184%
建仓
VPLS
VANGUARD MALVERN FDS
+$5.8M
74,600
增持
TSLA
TESLA INC
+$5.4M
88,427
+1%
增持
IVV
ISHARES TR
+$5.4M
55,254
+7%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$4.7M
296,866
增持
ICSH
ISHARES TR
+$4.7M
99,128
+1236%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.5M
784,307
+5%
减持
—
ACCENTURE PLC IRELAND
-$4.4M
8,136
-63%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.1M
321,942
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.9M
70,790
+5%
减持
JPM
JPMORGAN CHASE & CO.
+$3.6M
82,557
-0%
增持
GOOGL
ALPHABET INC
+$3.5M
139,051
+2%
建仓
EQH
EQUITABLE HLDGS INC
+$3.5M
61,582
减持
FBND
FIDELITY MERRIMACK STR TR
-$3.4M
946,139
-7%
增持
ASTS
AST SPACEMOBILE INC
+$3.4M
128,796
+10%
增持
IEFA
ISHARES TR
+$3.3M
340,431
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.3M
1,002,784
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$3.2M
22,510
+167%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.2M
1,124,306
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.1M
16,955
+359%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.1M
637,122
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.9M
1,245,743
+0%
减持
NFLX
NETFLIX INC
+$2.9M
8,181
-5%
减持
TXN
TEXAS INSTRS INC
-$2.9M
17,225
-52%
增持
AXON
AXON ENTERPRISE INC
+$2.9M
5,511
+77%
增持
EPI
WISDOMTREE TR
+$2.9M
67,404
+886%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.7M
959,860
+4%
增持
CVX
CHEVRON CORP NEW
-$2.7M
116,948
+1%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.5M
317,566
+56%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
584,421
+9%
增持
SPIB
SPDR SERIES TRUST
+$2.4M
833,057
+8%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
127,535
+9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.3M
631,000
+1%
减持
AMGN
AMGEN INC
-$2.3M
22,995
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
36,572
+7%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$2.1M
422,933
+2%
建仓
IMCV
ISHARES TR
+$2.0M
25,742
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
27,072
+2%
建仓
AVIG
AMERICAN CENTY ETF TR
+$1.9M
46,436
增持
ABT
ABBOTT LABS
+$1.9M
38,392
+54%
增持
BLK
BLACKROCK INC
+$1.9M
7,158
+21%
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
48,370
+197%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.8M
9,176
+73%
增持
BITO
PROSHARES TR
+$1.8M
193,218
+51%
增持
GOOG
ALPHABET INC
+$1.8M
71,005
+3%
减持
BND
VANGUARD BD INDEX FDS
-$1.8M
487,087
-5%
清仓
DBMF
LITMAN GREGORY FDS TR
-$1.8M
0
-100%
减持
GEV
GE VERNOVA INC
+$1.8M
8,307
-4%
增持
PGR
PROGRESSIVE CORP
+$1.7M
7,544
+599%
增持
EMR
EMERSON ELEC CO
+$1.7M
68,829
+1%
增持
TFLO
ISHARES TR
+$1.7M
90,818
+58%
减持
WMB
WILLIAMS COS INC
-$1.7M
18,565
-61%
增持
MOAT
VANECK ETF TRUST
+$1.6M
227,611
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.6M
32,169
+143%
增持
IJH
ISHARES TR
+$1.6M
316,694
+3%
减持
TLT
ISHARES TR
-$1.6M
28,988
-37%
减持
EMGF
ISHARES INC
+$1.6M
323,584
-1%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$1.6M
150,959
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
40,628
+2%
清仓
SYLD
CAMBRIA ETF TR
-$1.5M
0
-100%
增持
FLOT
ISHARES TR
+$1.5M
38,544
+340%
增持
WMT
WALMART INC
+$1.5M
138,526
+1%
增持
XME
SPDR SERIES TRUST
+$1.4M
46,979
+54%
增持
GE
GE AEROSPACE
+$1.4M
19,798
+8%
减持
INTU
INTUIT
+$1.4M
9,251
-4%
增持
XT
ISHARES TR
+$1.4M
173,122
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
33,076
+5%
减持
KR
KROGER CO
-$1.3M
3,905
-84%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.3M
261,811
+1%
增持
ORCL
ORACLE CORP
+$1.3M
16,473
+2%
减持
CAT
CATERPILLAR INC
+$1.3M
23,692
-1%
减持
UMI
USCF ETF TR
-$1.3M
22,854
-52%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.3M
107,764
-33%
减持
XLE
SELECT SECTOR SPDR TR
-$1.3M
44,256
-18%
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$1.3M
25,625
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$1.3M
60,390
-42%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.2M
367,059
+3%
增持
BOXX
EA SERIES TRUST
+$1.2M
26,969
+68%
增持
ARES
ARES MANAGEMENT CORPORATION
+$1.2M
44,743
+1%
增持
IWM
ISHARES TR
+$1.2M
69,779
+1%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.2M
24,318
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.2M
1,491,156
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
256,649
+1%
减持
VOX
VANGUARD WORLD FD
-$1.2M
1,424
-85%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
268,831
-25%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.2M
253,610
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
17,113
+5%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
13,848
+5%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
21,854
-17%
清仓
CALF
PACER FDS TR
-$1.2M
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$1.1M
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.1M
534,959
-4%
增持
FLHY
FRANKLIN TEMPLETON ETF TR
+$1.1M
685,194
+5%
增持
ABBV
ABBVIE INC
-$1.0M
58,534
+3%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$1.0M
4,785
-83%
增持
SPSB
SPDR SERIES TRUST
+$1.0M
437,579
+8%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$1.0M
355,902
-10%
增持
FVAL
FIDELITY COVINGTON TRUST
+$1.0M
178,222
+2%
减持
DLR
DIGITAL RLTY TR INC
+$1.0M
35,238
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.0M
19,330
+29%
增持
—
THOMSON REUTERS CORP
+$988.8K
34,789
+0%
减持
TEQI
T ROWE PRICE ETF INC
-$987.9K
99,044
-20%
减持
LLY
ELI LILLY & CO
-$983.4K
20,169
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$978.2K
364,882
+2%
增持
ZS
ZSCALER INC
+$977.9K
8,163
+2%
减持
PWB
INVESCO EXCHANGE TRADED FD T
+$967.3K
49,788
-2%
增持
NTRS
NORTHERN TR CORP
+$936.9K
13,872
+66%
减持
MRK
MERCK & CO INC
-$932.5K
40,856
-12%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$931.7K
217,953
+4%
增持
MS
MORGAN STANLEY
+$921.8K
33,749
+3%
增持
BTAL
AGF INVTS TR
+$913.6K
79,024
+239%
减持
DIS
DISNEY WALT CO
+$907.3K
39,020
-2%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$907.1K
20,389
+340%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$875.4K
186,486
+2%
增持
KLAC
KLA CORP
+$873.2K
3,322
+7%
增持
AXP
AMERICAN EXPRESS CO
+$862.4K
16,332
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$860.4K
3,855
+13%
增持
PAVE
GLOBAL X FDS
+$854.8K
26,549
+231%
增持
PM
PHILIP MORRIS INTL INC
+$842.7K
23,124
+9%
增持
QEFA
SPDR INDEX SHS FDS
+$842.1K
123,288
+1%
增持
—
EXXON MOBIL CORP
-$838.2K
100,602
+2%
建仓
AHLT
AMERICAN BEACON SELECT FUNDS
+$835.4K
37,631
建仓
PAUG
INNOVATOR ETFS TRUST
+$773.1K
19,109
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$770.1K
598,765
+3%
增持
AOA
ISHARES TR
+$768.3K
19,522
+74%
清仓
RWM
PROSHARES TR
-$760.8K
0
-100%
减持
SOXX
ISHARES TR
+$759.2K
23,934
-9%
增持
ANET
ARISTA NETWORKS INC
+$752.5K
24,043
+9%
增持
ARKK
ARK ETF TR
+$752.4K
31,852
+2%
增持
ENZL
ISHARES TR
+$736.6K
21,486
+271%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$733.7K
4,742
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$730.1K
18,238
+121%
减持
—
EATON CORP PLC
+$729.4K
9,075
-2%
减持
WAT
WATERS CORP
-$728.7K
9,402
-14%
增持
DIHP
DIMENSIONAL ETF TRUST
+$726.4K
271,247
+0%
增持
XSVN
BONDBLOXX ETF TRUST
+$725.2K
28,384
+114%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$720.5K
149,492
-20%
减持
COST
COSTCO WHSL CORP NEW
+$719.5K
23,867
-1%
