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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 92
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$17.0M
131,358
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$15.2M
1,139,240
+71%
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$14.4M
19,971
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。
-87%
增持
VXUS
VANGUARD STAR FDS
+$10.4M
158,225
+570%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$9.5M
513,732
+751%
减持
VOO
VANGUARD INDEX FDS
-$7.4M
52,126
-15%
增持
TSLA
TESLA INC
-$5.6M
85,477
+3%
减持
QQQ
INVESCO QQQ TR
-$5.2M
61,706
-7%
减持
CVX
CHEVRON CORPORATION
+$5.2M
103,287
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.6M
233,961
+54%
增持
CAT
CATERPILLAR INC
+$4.6M
23,609
+11%
减持
—
EXXON MOBIL CORP
+$4.5M
94,642
-1%
减持
AVGO
BROADCOM INC
-$4.5M
93,903
-3%
减持
—
THOMSON REUTERS CORP
-$4.3M
6,553
-82%
减持
GOOGL
ALPHABET INC
-$3.6M
119,341
-2%
减持
PAYX
PAYCHEX INC
-$3.6M
3,660
-90%
减持
SPGI
S&P GLOBAL INC
-$3.6M
11,310
-29%
增持
DUK
DUKE ENERGY CORP NEW
+$3.5M
54,446
+77%
减持
ROP
ROPER TECHNOLOGIES INC
-$3.4M
2,648
-73%
增持
FNDF
SCHWAB STRATEGIC TR
+$3.2M
725,123
+2%
增持
META
META PLATFORMS INC
-$3.2M
40,829
+2%
增持
AMZN
AMAZON COM INC
-$3.0M
178,043
+3%
建仓
CNQ
CANADIAN NAT RES LTD MED TER
+$3.0M
61,390
减持
VOT
VANGUARD INDEX FDS
-$2.9M
2,636
-79%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.6M
17,038
+265%
增持
AAPL
APPLE INC
-$2.5M
401,291
+4%
减持
COST
COSTCO WHOLESALE CORPORATION
+$2.5M
19,723
-1%
建仓
ECHO
ECHOSTAR CORP
+$2.5M
21,094
增持
EMR
EMERSON ELEC CO
+$2.4M
86,643
+29%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$2.2M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$2.1M
11,233
-22%
增持
GLD
SPDR GOLD TR
+$2.1M
52,418
+1%
增持
GSLC
GOLDMAN SACHS ETF TR
-$2.1M
324,786
+1%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$2.0M
55,637
+894%
减持
NVO
NOVO-NORDISK A S
-$2.0M
19,136
-64%
减持
AXON
AXON ENTERPRISE INC
-$2.0M
2,630
-52%
增持
ARES
ARES MANAGEMENT CORPORATION
-$2.0M
47,864
+8%
增持
GEV
GE VERNOVA INC
+$2.0M
8,483
+2%
增持
UPS
UNITED PARCEL SVCS INC
+$1.9M
42,466
+89%
增持
AOR
ISHARES TR
+$1.9M
46,604
+178%
增持
WMT
WALMART INC
+$1.9M
139,539
+0%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$1.8M
13,312
建仓
—
ASTRAZENECA PLC
+$1.8M
9,173
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.8M
88,643
+7%
增持
JPM
JPMORGAN CHASE & CO
-$1.7M
81,031
+2%
增持
ASTS
AST SPACEMOBILE INC
+$1.7M
151,837
+1%
清仓
—
ASTRAZENECA PLC
-$1.7M
0
-100%
建仓
IDEQ
LAZARD ACTIVE ETF TR
+$1.6M
50,990
增持
PWR
QUANTA SVCS INC
+$1.6M
7,741
+22%
减持
SHY
ISHARES TR
-$1.6M
244,153
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
82,183
+5%
增持
ANET
ARISTA NETWORKS INC
+$1.5M
33,920
+69%
增持
NVDA
NVIDIA CORPORATION
-$1.5M
318,684
+4%
增持
DE
DEERE & CO
+$1.5M
11,492
+8%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$1.5M
81,280
+64%
建仓
USAR
USA RARE EARTH INC
+$1.5M
98,584
增持
SPIB
SPDR SERIES TRUST
+$1.5M
863,998
+6%
增持
SPYM
SPDR SERIES TRUST
-$1.5M
852,472
+3%
增持
EMGF
ISHARES INC
+$1.4M
322,184
+3%
清仓
ZS
ZSCALER INC
-$1.4M
0
-100%
增持
IEFA
ISHARES TR
+$1.4M
355,700
+3%
减持
ABT
ABBOTT LABORATORIES
-$1.3M
23,439
-22%
增持
—
ASML HLDG NV
+$1.3M
2,273
+46%
增持
INTU
INTUIT
-$1.3M
12,595
+23%
增持
SO
SOUTHERN CO
+$1.3M
95,888
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.3M
968,669
+4%
清仓
TTD
THE TRADE DESK INC
-$1.3M
0
-100%
增持
GOOG
ALPHABET INC
-$1.3M
63,009
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
27,248
+3%
减持
NOC
NORTHROP GRUMMAN CORP
+$1.2M
11,528
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
409,285
+10%
清仓
XOP
SPDR SERIES TRUST
-$1.2M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
270,996
-22%
增持
XTRE
BONDBLOXX ETF TRUST
+$1.2M
93,261
+34%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
417,425
+4%
增持
AOA
ISHARES TR
+$1.1M
36,270
+56%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
39,447
-4%
增持
GILD
GILEAD SCIENCES INC
+$1.1M
55,422
+3%
增持
MO
ALTRIA GROUP INC
+$1.1M
63,032
+19%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.1M
108,545
+61%
减持
LMT
LOCKHEED MARTIN CORP
+$1.1M
9,120
-0%
建仓
EME
EMCOR GROUP INC
+$1.1M
1,484
增持
VTV
VANGUARD INDEX FDS
+$1.1M
35,353
+15%
增持
TJX
TJX COS INC NEW
+$1.1M
21,638
+40%
增持
LLY
ELI LILLY & CO
-$1.1M
18,343
+3%
建仓
SHOC
EA SERIES TRUST
+$1.0M
14,289
增持
IAU
ISHARES GOLD TR
+$1.0M
27,393
+59%
增持
AXP
AMERICAN EXPRESS CO
-$1.0M
17,064
+2%
增持
DLR
DIGITAL RLTY TR INC
+$991.4K
36,210
+1%
增持
HON
HONEYWELL INTL INC
+$990.5K
25,355
+4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$985.3K
3,950
-43%
增持
MA
MASTERCARD INCORPORATED
-$981.9K
17,202
+3%
增持
CRM
SALESFORCE INC
-$977.2K
19,394
+12%
增持
DFGP
DIMENSIONAL ETF TRUST
+$949.3K
199,549
+10%
建仓
ORR
EA SERIES TRUST
+$947.2K
25,987
增持
NFLX
NETFLIX INC.
+$933.6K
69,832
+13%
清仓
GWW
WW GRAINGER INC
-$922.1K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$908.2K
31,294
+30%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$907.4K
79,468
+126%
增持
CTRA
COTERRA ENERGY INC
+$902.9K
67,320
+21%
增持
QEFA
SPDR INDEX SHS FDS
+$901.4K
128,455
+5%
增持
ITOT
ISHARES TR
+$887.8K
19,651
+53%
增持
DFUV
DIMENSIONAL ETF TRUST
+$881.5K
292,661
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$875.8K
432,990
+2%
清仓
—
GARMIN LTD
-$872.0K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$869.3K
877,551
+1%
增持
MPC
MARATHON PETE CORP
+$858.4K
10,039
+2%
建仓
QUS
SPDR SERIES TRUST
+$856.3K
4,989
增持
AMAT
APPLIED MATLS INC
+$841.0K
8,316
+7%
增持
DGRO
ISHARES TR
+$837.5K
213,244
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$833.4K
20,088
+3%
增持
CFG
CITIZENS FINL GROUP INC
+$832.8K
54,100
+31%
增持
DFAI
DIMENSIONAL ETF TRUST
+$811.8K
513,255
+2%
增持
PEP
PEPSICO INC
+$806.2K
59,684
+1%
清仓
—
CYBERARK SOFTWARE LTD
-$802.0K
0
-100%
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$797.9K
49,651
建仓
ITT
ITT INC
+$784.4K
4,117
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$775.6K
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$774.7K
26,192
+0%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$773.3K
24,356
+88%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$765.4K
616,515
+4%
增持
VRT
VERTIV HOLDINGS CO
+$754.4K
7,881
+5%
建仓
GAB
GABELLI EQUITY TR INC
+$753.0K
134,472
增持
BALT
INNOVATOR ETFS TRUST
+$750.4K
30,233
+288%
增持
ACWV
ISHARES INC
+$746.2K
80,936
+8%
减持
ICVT
ISHARES TR
-$742.7K
5,393
-59%
建仓
SH
PROSHARES TR
+$727.8K
19,187
增持
ISRG
INTUITIVE SURGICAL INC
+$727.7K
10,599
+44%
增持
UNH
UNITEDHEALTH GROUP INC
-$727.7K
13,557
+2%
减持
—
MEDTRONIC PLC
-$694.8K
17,910
-23%
增持
SCHX
SCHWAB STRATEGIC TR
-$690.5K
1,281,779
+3%
减持
AGNC
AGNC INVT CORP
-$689.1K
42,680
-59%
增持
IYW
ISHARES TR
-$680.8K
43,468
+1%
增持
T
AT&T INC
+$680.2K
124,737
+6%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$674.6K
0
-100%
增持
V
VISA INC
-$671.6K
33,556
+9%
增持
COP
CONOCOPHILLIPS
+$663.6K
15,589
+5%
减持
SCHV
SCHWAB STRATEGIC TR
-$657.5K
80,291
-23%
建仓
BOCT
INNOVATOR ETFS TRUST
+$653.5K
13,618
减持
HYG
ISHARES TR
-$638.8K
25,101
-23%
增持
WAT
WATERS CORP
-$636.2K
9,881
+5%
增持
PSX
PHILLIPS 66
+$633.4K
11,211
+3%
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$624.7K
4,236
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$623.2K
349,786
+26%
减持
MRK
MERCK & CO INC
+$611.1K
41,028
-0%
增持
MU
MICRON TECHNOLOGY INC
+$610.0K
6,503
+17%
减持
DIS
DISNEY WALT CO
-$609.9K
34,668
-0%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$607.5K
13,587
增持
ADBE
ADOBE INC
-$602.2K
14,105
+22%
增持
COF
CAPITAL ONE FINL CORP
-$598.0K
10,489
+1%
