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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 25
减持 109
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
DFCF
DIMENSIONAL ETF TRUST
-$34.2M
735,907
-52%
减持
MOAT
VANECK ETF TRUST
-$22.3M
2,738
-99%
增持
VOO
VANGUARD INDEX FDS
+$21.0M
61,428
+115%
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
DFAC
DIMENSIONAL ETF TRUST
-$16.0M
734,073
-37%
减持
MSFT
MICROSOFT CORP
-$12.5M
135,706
-10%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$12.0M
62,469
-76%
减持
AAPL
APPLE INC
-$11.0M
384,747
-15%
减持
XT
ISHARES TR
-$9.7M
41,350
-76%
减持
XLK
SELECT SECTOR SPDR TR
-$9.5M
49,888
-16%
增持
DFGP
DIMENSIONAL ETF TRUST
+$9.4M
181,697
+2369%
减持
NVDA
NVIDIA CORPORATION
-$9.0M
306,212
-16%
增持
FVAL
FIDELITY COVINGTON TRUST
+$8.6M
290,237
+61%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$8.3M
313,401
+72%
减持
BND
VANGUARD BD INDEX FDS
-$7.7M
399,666
-20%
减持
SCHM
SCHWAB STRATEGIC TR
-$7.6M
666,013
-29%
减持
SPSB
SPDR SERIES TRUST
-$7.4M
235,880
-51%
减持
IWM
ISHARES TR
-$7.4M
46,281
-40%
减持
GLD
SPDR GOLD TR
-$7.0M
51,654
-33%
减持
IVV
ISHARES TR
-$7.0M
47,741
-19%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$6.9M
126,889
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$6.7M
319,390
-25%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$6.7M
106,101
+117%
减持
VNLA
JANUS DETROIT STR TR
-$6.4M
278,899
-32%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$6.3M
10,030
-93%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$5.9M
110,605
-65%
减持
DUHP
DIMENSIONAL ETF TRUST
-$5.5M
236,165
-38%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$5.1M
758,653
-21%
减持
COST
COSTCO WHSL CORP NEW
-$5.1M
19,859
-17%
增持
SPYM
SPDR SERIES TRUST
+$4.9M
831,519
+5%
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.8M
555,358
-13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.6M
151,892
-35%
减持
PFF
ISHARES TR
-$4.6M
74,573
-66%
增持
NFLX
NETFLIX INC
-$4.5M
61,655
+621%
清仓
MLPX
GLOBAL X FDS
-$4.4M
0
-100%
减持
IAGG
ISHARES TR
-$4.2M
59,539
-58%
减持
ICVT
ISHARES TR
-$4.2M
13,114
-76%
减持
VTV
VANGUARD INDEX FDS
-$4.2M
30,651
-43%
减持
DFSD
DIMENSIONAL ETF TRUST
-$4.1M
169,669
-33%
减持
GOOGL
ALPHABET INC
+$4.0M
121,203
-13%
减持
DFAI
DIMENSIONAL ETF TRUST
-$4.0M
503,402
-21%
减持
HD
HOME DEPOT INC
-$4.0M
42,458
-8%
减持
BITO
PROSHARES TR
-$3.9M
11,359
-95%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.9M
85,594
+928%
清仓
—
UNILEVER PLC
-$3.9M
0
-100%
清仓
OWL
BLUE OWL CAPITAL INC
-$3.9M
0
-100%
增持
ASTS
AST SPACEMOBILE INC
+$3.9M
149,909
+5%
建仓
UL
UNILEVER PLC
+$3.8M
57,502
减持
DFUV
DIMENSIONAL ETF TRUST
-$3.6M
285,487
-25%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$3.6M
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.6M
203,109
-22%
减持
QYLD
GLOBAL X FDS
-$3.6M
51,652
-80%
减持
UNP
UNION PAC CORP
-$3.5M
16,994
-46%
减持
GQRE
FLEXSHARES TR
-$3.2M
160,063
-23%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$3.2M
147,660
-33%
增持
LLY
ELI LILLY & CO
+$3.2M
17,764
+34%
减持
DFAE
DIMENSIONAL ETF TRUST
-$3.1M
423,250
-21%
减持
AMZN
AMAZON COM INC
-$3.1M
173,677
-12%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.1M
40,057
-36%
减持
LDUR
PIMCO ETF TR
-$3.1M
67,853
-32%
减持
DFAR
DIMENSIONAL ETF TRUST
-$2.9M
302,980
-27%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$2.8M
109,534
-40%
减持
FBND
FIDELITY MERRIMACK STR TR
-$2.8M
932,065
-6%
减持
TSLA
TESLA INC
-$2.8M
83,113
-8%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.7M
713,497
+4%
增持
DRI
DARDEN RESTAURANTS INC
+$2.7M
17,743
+479%
减持
SNY
SANOFI SA
-$2.5M
7,290
-88%
增持
VST
VISTRA CORP
+$2.4M
19,476
+440%
减持
ADBE
ADOBE INC
-$2.4M
11,517
-37%
建仓
CFG
CITIZENS FINL GROUP INC
+$2.4M
41,288
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.4M
244,243
-15%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.4M
101,623
+147%
建仓
SNPE
DBX ETF TR
+$2.4M
37,989
减持
FLHY
FRANKLIN TEMPLETON ETF TR
-$2.3M
608,651
-13%
减持
ABT
ABBOTT LABS
-$2.3M
29,885
-34%
减持
ESGU
ISHARES TR
-$2.2M
9,884
-61%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$2.2M
88,819
-39%
减持
IYW
ISHARES TR
-$2.2M
42,903
-22%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.2M
865,516
-10%
增持
SPGI
S&P GLOBAL INC
+$2.2M
16,030
+26%
减持
GOOG
ALPHABET INC
+$2.1M
61,619
-13%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$2.1M
67,229
-53%
增持
META
META PLATFORMS INC
-$2.1M
40,186
+3%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$2.1M
13,808
-84%
减持
ARKK
ARK ETF TR
-$2.1M
10,428
-69%
减持
QQQ
INVESCO QQQ TR
-$2.0M
66,491
-7%
减持
CVX
CHEVRON CORP NEW
-$2.0M
106,075
-9%
减持
TFLO
ISHARES TR
-$1.9M
34,454
-52%
减持
ET
ENERGY TRANSFER L P
-$1.9M
55,137
-66%
减持
PGR
PROGRESSIVE CORP
-$1.8M
1,177
-86%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.8M
27,124
-40%
减持
MO
ALTRIA GROUP INC
-$1.7M
52,794
-27%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
49,316
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.7M
36,619
-52%
建仓
XAGG
MORGAN STANLEY ETF TRUST
+$1.7M
33,407
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$1.7M
135,199
-32%
减持
PANW
PALO ALTO NETWORKS INC
-$1.7M
28,911
-16%
减持
FUTY
FIDELITY COVINGTON TRUST
-$1.7M
18,708
-61%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
14,450
-20%
减持
FREL
FIDELITY COVINGTON TRUST
-$1.6M
204,833
-20%
减持
BLK
BLACKROCK INC
-$1.6M
6,262
-13%
减持
NUSC
NUSHARES ETF TR
-$1.6M
15,556
-70%
减持
HYLB
DBX ETF TR
-$1.6M
143,158
-23%
增持
SLV
ISHARES SILVER TR
+$1.6M
70,235
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
91,493
-24%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.5M
51,275
-11%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
23,362
-26%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$1.5M
6,713
+227%
减持
SHW
SHERWIN WILLIAMS CO
-$1.5M
37,427
-5%
减持
T
AT&T INC
-$1.5M
118,192
-24%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$1.4M
592,704
-5%
减持
CSB
VICTORY PORTFOLIOS II
-$1.4M
57,270
-29%
减持
—
TRANE TECHNOLOGIES PLC
-$1.4M
1,037
-75%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
598,814
+5%
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$1.3M
44,844
清仓
EMBD
GLOBAL X FDS
-$1.3M
0
-100%
减持
V
VISA INC
-$1.3M
30,833
-13%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.3M
60,362
增持
ORCL
ORACLE CORP
-$1.3M
15,325
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
36,151
-7%
增持
XLU
SELECT SECTOR SPDR TR
-$1.3M
143,626
+69%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.3M
144,861
-22%
减持
FNDC
SCHWAB STRATEGIC TR
-$1.2M
115,235
-20%
增持
XLY
SELECT SECTOR SPDR TR
-$1.2M
43,774
+62%
减持
—
LINDE PLC
-$1.2M
2,795
-45%
减持
SDG
ISHARES TR
-$1.2M
10,311
-58%
减持
DIHP
DIMENSIONAL ETF TRUST
-$1.2M
229,300
-17%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.2M
77,868
减持
GSSC
GOLDMAN SACHS ETF TR
-$1.2M
18,449
-46%
减持
DIVO
AMPLIFY ETF TR
-$1.1M
65,938
-28%
减持
AXON
AXON ENTERPRISE INC
-$1.1M
5,443
-7%
减持
ACWV
ISHARES INC
-$1.1M
75,171
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
9,126
-18%
减持
NUMV
NUSHARES ETF TR
-$1.1M
11,023
-72%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.1M
11,625
-8%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.1M
9,755
-10%
减持
IUSV
ISHARES TR
-$1.1M
95,917
-12%
减持
ANET
ARISTA NETWORKS INC
-$1.1M
20,082
-21%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$1.1M
59,494
-37%
减持
ESGD
ISHARES TR
-$1.0M
13,748
-46%
减持
JAAA
JANUS DETROIT STR TR
-$1.0M
30,172
-40%
减持
SO
SOUTHERN CO
-$1.0M
90,944
-4%
减持
APP
APPLOVIN CORP
-$1.0M
2,298
-36%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
41,171
-20%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$1.0M
31,573
增持
CCJ
CAMECO CORP
+$984.4K
15,312
+208%
减持
ISRG
INTUITIVE SURGICAL INC
-$982.9K
7,342
-36%
建仓
CVMC
MORGAN STANLEY ETF TRUST
+$979.5K
15,273
减持
SUSB
ISHARES TR
-$972.3K
98,256
-28%
增持
NVO
NOVO-NORDISK A S
+$964.2K
52,856
+70%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$952.9K
20,534
+187%
