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Dynasty Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Dynasty Wealth Management, LLC

报告期 2026-03-31 · CIK 0001727599

持仓数

333

前50大市值合计

$10.82B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$779.6M

1,193,426

7.2%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$647.5M

19,651,117

6.0%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$643.6M

11,061,727

5.9%

PWRD TCW ETF TRUST

TRANSFORM SYSTEM

$642.4M

6,570,313

5.9%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$624.5M

12,025,663

5.8%

JAVA J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF

$588.2M

8,197,776

5.4%

IEFA ISHARES TR

CORE MSCI EAFE

$537.5M

5,936,800

5.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$465.8M

10,210,549

4.3%

SPYG SPDR SERIES TRUST

PRTFLO S&P500 GW

$373.7M

3,816,675

3.5%

EMOP AB ACTIVE ETFS INC

EMERGING MKTS OP

$361.9M

8,258,081

3.3%

FBCG FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH

$360.2M

7,186,404

3.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$311.9M

2,925,449

2.9%

ABFL ABACUS FCF ETF TR

ABACUS FCF LEADE

$298.8M

4,199,467

2.8%

AGG ISHARES TR

CORE US AGGBD ET

$272.0M

2,740,098

2.5%

EFV ISHARES TR

EAFE VALUE ETF

$261.9M

3,522,247

2.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$224.7M

3,971,984

2.1%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$209.1M

4,440,748

1.9%

BRTR BLACKROCK ETF TRUST II

ISHARES TOTAL RE

$202.1M

4,026,972

1.9%

TLH ISHARES TR

10-20 YR TRS ETF

$184.8M

1,834,991

1.7%

IEMG ISHARES INC

CORE MSCI EMKT

$181.1M

2,596,299

1.7%

IYG ISHARES TR

U.S. FIN SVC ETF

$180.5M

2,179,071

1.7%

MBB ISHARES TR

MBS ETF

$167.1M

1,760,337

1.5%

GOVT ISHARES TR

US TREAS BD ETF

$151.9M

6,629,343

1.4%

IYK ISHARES TR

US CONSM STAPLES

$149.1M

2,128,826

1.4%

HEFA ISHARES TR

HDG MSCI EAFE

$147.6M

3,473,227

1.4%

IWD ISHARES TR

RUS 1000 VAL ETF

$140.7M

658,371

1.3%

IEI ISHARES TR

3 7 YR TREAS BD

$128.7M

1,085,040

1.2%

GLD SPDR GOLD TR

GOLD SHS

$123.7M

287,470

1.1%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$110.3M

1,455,928

1.0%

IJH ISHARES TR

CORE S&P MCP ETF

$99.3M

1,470,494

0.9%

EMGF ISHARES INC

EMNG MKTS EQT

$96.0M

1,589,413

0.9%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$95.3M

1,724,565

0.9%

DGRO ISHARES TR

CORE DIV GRWTH

$89.9M

1,281,275

0.8%

IAU ISHARES GOLD TR

ISHARES NEW

$89.2M

1,011,766

0.8%

INMU BLACKROCK ETF TRUST II

ISHARES INTERMED

$78.7M

3,290,251

0.7%

ABLD ABACUS FCF ETF TR

ABACUS FCF REAL

$73.9M

2,366,111

0.7%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$69.4M

1,405,645

0.6%

FESM FIDELITY COVINGTON TRUST

ENHANCED SMALL

$68.8M

1,810,612

0.6%

ITA ISHARES TR

US AER DEF ETF

$68.5M

313,175

0.6%

STIP ISHARES TR

0-5 YR TIPS ETF

$67.2M

650,096

0.6%

SPY SPDR S&P 500 ETF TR

TR UNIT

$66.0M

101,433

0.6%

IYW ISHARES TR

U.S. TECH ETF

$64.0M

352,756

0.6%

MUB ISHARES TR

NATIONAL MUN ETF

$55.9M

526,425

0.5%

TIP ISHARES TR

TIPS BD ETF

$53.5M

485,165

0.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$40.9M

361,235

0.4%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$39.9M

797,261

0.4%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$36.4M

677,096

0.3%

EFA ISHARES TR

MSCI EAFE ETF

$34.5M

354,980

0.3%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$34.0M

177,042

0.3%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$30.9M

592,190

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

IVV7.2%BAI6.0%DYNF5.9%PWRD5.9%BINC5.8%JAVA5.4%