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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
$10.82B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 27
增持 61
减持 21
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$85.5M
656,898
+26%
减持
IEFA
ISHARES TR
-$58.6M
2,128,225
-26%
增持
IEMG
ISHARES INC
+$54.8M
1,955,601
+102%
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
XLV
SELECT SECTOR SPDR TR
-$53.7M
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$52.9M
580,682
建仓
FBND
FIDELITY MERRIMACK STR TR
+$49.2M
1,094,805
减持
IGSB
ISHARES TR
-$43.8M
1,413,299
-38%
建仓
TIP
ISHARES TR
+$40.9M
383,424
减持
JNK
SPDR SER TR
-$40.3M
65,913
-87%
建仓
EFA
ISHARES TR
+$35.9M
458,613
减持
EMXC
ISHARES INC
-$25.3M
108,242
-80%
增持
AGG
ISHARES TR
+$23.4M
2,390,221
+12%
减持
IYW
ISHARES TR
-$22.7M
641,030
-27%
增持
MBB
ISHARES TR
+$20.1M
1,940,076
+13%
增持
BINC
BLACKROCK ETF TRUST II
+$16.6M
3,458,017
+11%
减持
SPYG
SPDR SER TR
+$16.2M
3,478,989
-3%
建仓
IVW
ISHARES TR
+$14.5M
157,162
增持
ABFL
TRIMTABS ETF TR
+$14.3M
3,966,876
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$14.1M
213,829
-53%
建仓
DYNF
BLACKROCK ETF TRUST
+$13.0M
277,959
增持
QUAL
ISHARES TR
+$12.7M
454,393
+94%
增持
IUSB
ISHARES TR
+$11.9M
416,677
+172%
增持
TLT
ISHARES TR
+$11.5M
608,963
+30%
增持
EFG
ISHARES TR
+$8.4M
125,243
+198%
增持
SPYV
SPDR SER TR
+$6.8M
3,274,949
+7%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$6.3M
147,925
增持
SPY
SPDR S&P 500 ETF TR
+$5.8M
124,992
+5%
减持
MEAR
I SHARES U S ETF TR
-$5.5M
130,044
-46%
增持
TLH
ISHARES TR
+$4.5M
54,378
+412%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$4.1M
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$4.1M
0
-100%
增持
USMV
ISHARES TR
+$3.6M
1,031,409
+4%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$2.9M
50,336
增持
ABLG
TRIMTABS ETF TR
+$2.8M
1,245,032
+10%
减持
HEFA
ISHARES TR
+$2.7M
4,256,358
-0%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
113,155
+6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$2.2M
547,108
+8%
减持
STIP
ISHARES TR
-$2.0M
424,117
-5%
清仓
ADSK
AUTODESK INC
-$1.8M
0
-100%
增持
EFV
ISHARES TR
+$1.7M
86,319
+63%
建仓
IGEB
ISHARES TR
+$1.6M
36,776
增持
AMZN
AMAZON COM INC
+$1.6M
87,003
+3%
增持
SMMU
PIMCO ETF TR
+$1.6M
37,558
+497%
增持
MUNI
PIMCO ETF TR
+$1.5M
386,713
+9%
增持
GOOG
ALPHABET INC
+$1.5M
32,637
+10%
建仓
SHOP
SHOPIFY INC
+$1.5M
22,095
增持
IAU
ISHARES GOLD TR
+$1.4M
580,187
+1%
清仓
ISTB
ISHARES TR
-$1.4M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.4M
60,873
-5%
建仓
MSCI
MSCI INC
+$1.3M
2,765
减持
PWRD
TCW TRANSFORM ETF TRUST
-$1.3M
757,829
-2%
清仓
COR
CENCORA INC
-$1.3M
0
-100%
建仓
HON
HONEYWELL INTL INC
+$1.3M
5,961
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.2M
20,298
+395%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.2M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$1.2M
0
-100%
建仓
ABBV
ABBVIE INC
+$1.1M
6,417
增持
OEF
ISHARES TR
+$1.1M
12,579
+39%
清仓
SAP
SAP SE
-$1.1M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.1M
25,990
+4%
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$1.1M
0
-100%
清仓
—
DISCOVER FINL SVCS
-$1.0M
0
-100%
减持
SNY
SANOFI
-$1.0M
10,410
-67%
增持
IJR
ISHARES TR
+$1.0M
506,306
+6%
清仓
—
EATON CORP PLC
-$1.0M
0
-100%
建仓
LEN
LENNAR CORP
+$995.6K
6,643
减持
NKE
NIKE INC
-$973.6K
30,579
-12%
减持
AAPL
APPLE INC
+$948.0K
33,550
-6%
清仓
MFC
MANULIFE FINL CORP
-$946.1K
0
-100%
清仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$828.7K
0
-100%
增持
ORCL
ORACLE CORP
+$778.7K
18,549
+27%
减持
—
ACCENTURE PLC IRELAND
-$743.8K
16,405
-1%
增持
EMB
ISHARES TR
+$736.5K
15,446
+120%
清仓
SONY
SONY GROUP CORP
-$727.3K
0
-100%
清仓
BHP
BHP GROUP LTD
-$719.6K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$717.7K
216,494
+3%
建仓
EXR
EXTRA SPACE STORAGE INC
+$709.9K
4,568
清仓
HLN
HALEON PLC
-$692.2K
0
-100%
减持
NFLX
NETFLIX INC
-$688.7K
4,441
-27%
增持
VTEB
VANGUARD MUN BD FDS
+$663.5K
98,469
+17%
建仓
EMGF
ISHARES INC
+$661.1K
14,166
增持
—
FLEX LTD
+$657.7K
33,649
+188%
增持
FANG
DIAMONDBACK ENERGY INC
+$642.4K
7,515
+73%
清仓
SHEL
SHELL PLC
-$640.0K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$636.0K
0
-100%
清仓
—
LINDE PLC
-$623.5K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$613.3K
2,055
减持
HD
HOME DEPOT INC
-$606.9K
2,406
-36%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$577.5K
0
-100%
清仓
MCO
MOODYS CORP
-$564.6K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$556.8K
3,892
清仓
RIO
RIO TINTO PLC
-$552.1K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$517.9K
0
-100%
清仓
IBN
ICICI BANK LIMITED
-$515.6K
0
-100%
清仓
—
ALCON AG
-$482.2K
0
-100%
增持
ZTS
ZOETIS INC
+$467.4K
19,499
+13%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$441.2K
5,764
+237%
清仓
DOV
DOVER CORP
-$440.0K
0
-100%
增持
OWL
BLUE OWL CAPITAL INC
+$425.5K
40,095
+164%
减持
PEP
PEPSICO INC
-$422.6K
11,197
-14%
增持
SHYM
BLACKROCK ETF TRUST II
+$405.6K
236,304
+7%
清仓
GMAB
GENMAB A/S
-$402.9K
0
-100%
清仓
HDB
HDFC BANK LTD
-$396.9K
0
-100%
清仓
BNTX
BIONTECH SE
-$391.3K
0
-100%
清仓
—
CREDICORP LTD
-$384.1K
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$375.3K
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$352.7K
6,543
+89%
清仓
LKQ
LKQ CORP
-$345.8K
0
-100%
增持
LDOS
LEIDOS HOLDINGS INC
+$344.4K
7,793
+29%
清仓
—
ENDEAVOR GROUP HLDGS INC
-$337.9K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$336.8K
18,788
+10%
增持
PYLD
PIMCO ETF TR
+$328.0K
187,372
+8%
建仓
EMN
EASTMAN CHEM CO
+$326.9K
3,337
增持
MTUM
ISHARES TR
+$326.8K
7,166
+26%
建仓
FRSH
FRESHWORKS INC
+$322.6K
25,419
清仓
BTU
PEABODY ENERGY CORP
-$315.9K
0
-100%
增持
WMT
WALMART INC
+$313.1K
27,317
+7%
增持
TSLA
TESLA INC
+$310.7K
13,094
+1%
清仓
TLK
P T TELEKOMUNIKASI INDONESIA
-$306.4K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$305.3K
12,250
+9%
建仓
IWF
ISHARES TR
+$302.9K
831
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$292.3K
3,386
+115%
增持
ADBE
ADOBE INC
+$276.7K
4,303
+3%
增持
APH
AMPHENOL CORP NEW
-$276.4K
15,289
+35%
增持
NSC
NORFOLK SOUTHN CORP
+$275.4K
5,199
+58%
清仓
ABEV
AMBEV SA
-$274.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$270.9K
23,385
+5%
增持
CRM
SALESFORCE INC
-$266.4K
12,329
+8%
减持
KLAC
KLA CORP
+$262.5K
2,205
-1%
减持
SYK
STRYKER CORPORATION
-$258.9K
7,824
-4%
清仓
MELI
MERCADOLIBRE INC
-$258.5K
0
-100%
增持
AMGN
AMGEN INC
+$257.0K
4,712
+10%
建仓
APP
APPLOVIN CORP
+$251.5K
3,022
增持
NOW
SERVICENOW INC
+$250.9K
4,433
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$250.9K
174,461
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$248.4K
11,645
+1%
清仓
—
XP INC
-$244.0K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$232.5K
6,479
+3%
建仓
ICVT
ISHARES TR
+$230.1K
2,926
建仓
—
STERIS PLC
+$228.6K
1,041
增持
V
VISA INC
+$224.5K
13,732
+13%
增持
LPLA
LPL FINL HLDGS INC
+$223.9K
1,579
+92%
增持
MUB
ISHARES TR
+$223.5K
183,641
+2%
增持
SBUX
STARBUCKS CORP
-$221.2K
18,322
+2%
建仓
—
FERGUSON PLC NEW
+$219.7K
1,135
增持
MA
MASTERCARD INCORPORATED
-$219.2K
11,304
+5%
清仓
BSY
BENTLEY SYS INC
-$218.0K
0
-100%
建仓
RJF
RAYMOND JAMES FINL INC
+$217.1K
1,757
建仓
DTE
DTE ENERGY CO
+$205.9K
1,855
