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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 56
减持 30
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
FVAL
FIDELITY COVINGTON TRUST
+$294.3M
3,583,135
+7018%
清仓
SPYG
SPDR SER TR
-$278.8M
0
-100%
清仓
BINC
BLACKROCK ETF TRUST II
-$180.5M
0
-100%
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。
建仓
IJT
ISHARES TR
+$154.2M
4,354,688
清仓
HEFA
ISHARES TR
-$151.4M
0
-100%
减持
IEMG
ISHARES INC
-$101.7M
95,170
-95%
清仓
IGSB
ISHARES TR
-$72.4M
0
-100%
增持
AGG
ISHARES TR
+$68.6M
2,971,240
+24%
清仓
XLE
SELECT SECTOR SPDR TR
-$52.9M
0
-100%
建仓
SSO
PROSHARES TR
+$51.4M
585,503
增持
SPY
SPDR S&P 500 ETF TR
+$48.0M
520,043
+316%
增持
IEFA
ISHARES TR
+$43.5M
3,700,459
+74%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$42.5M
237,474
清仓
STIP
ISHARES TR
-$42.2M
0
-100%
清仓
TIP
ISHARES TR
-$40.9M
0
-100%
增持
IYW
ISHARES TR
+$40.2M
906,996
+41%
增持
ABFL
TRIMTABS ETF TR
+$27.3M
4,110,575
+4%
建仓
XLU
SELECT SECTOR SPDR TR
+$26.8M
332,051
减持
SPYV
SPDR SER TR
+$25.2M
1,929,406
-41%
建仓
VUG
VANGUARD INDEX FDS
+$22.2M
419,106
增持
IJR
ISHARES TR
+$21.9M
1,442,047
+185%
清仓
MUB
ISHARES TR
-$19.6M
0
-100%
清仓
IUSB
ISHARES TR
-$18.8M
0
-100%
增持
USMV
ISHARES TR
+$14.8M
1,110,385
+8%
清仓
DYNF
BLACKROCK ETF TRUST
-$13.0M
0
-100%
清仓
EFG
ISHARES TR
-$12.8M
0
-100%
减持
QUAL
ISHARES TR
-$11.1M
225,544
-50%
减持
IVV
ISHARES TR
+$9.6M
639,855
-3%
建仓
DBEF
DBX ETF TR
+$9.5M
222,957
增持
MBB
ISHARES TR
+$9.1M
2,398,912
+24%
减持
IVW
ISHARES TR
-$8.1M
65,448
-58%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.6M
1,214,475
+11%
清仓
MEAR
I SHARES U S ETF TR
-$6.5M
0
-100%
清仓
EMXC
ISHARES INC
-$6.4M
0
-100%
清仓
FBCG
FIDELITY COVINGTON TRUST
-$6.3M
0
-100%
清仓
JNK
SPDR SER TR
-$6.2M
0
-100%
清仓
PYLD
PIMCO ETF TR
-$4.8M
0
-100%
清仓
EFV
ISHARES TR
-$4.6M
0
-100%
增持
MTUM
ISHARES TR
+$4.4M
95,264
+1229%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.3M
554,817
+1%
建仓
IXUS
ISHARES TR
+$4.1M
67,590
减持
AMZN
AMAZON COM INC
-$3.9M
69,485
-20%
增持
IAU
ISHARES GOLD TR
+$3.5M
584,025
+1%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.5M
0
-100%
增持
ORCL
ORACLE CORP
+$3.4M
35,104
+89%
清仓
OEF
ISHARES TR
-$3.3M
0
-100%
增持
AAPL
APPLE INC
+$3.2M
44,254
+32%
清仓
CRM
SALESFORCE INC
-$3.2M
0
-100%
减持
TLT
ISHARES TR
+$3.1M
600,838
-1%
减持
MSFT
MICROSOFT CORP
-$3.0M
19,963
-23%
减持
MUNI
PIMCO ETF TR
+$2.9M
212,383
-45%
减持
GOOGL
ALPHABET INC
-$2.6M
51,092
-16%
建仓
IWD
ISHARES TR
+$2.5M
8,870
增持
EFA
ISHARES TR
+$2.4M
458,667
+0%
减持
GOOG
ALPHABET INC
-$2.4M
21,444
-34%
减持
PWRD
TCW TRANSFORM ETF TRUST
+$2.3M
730,619
-4%
减持
ABLG
TRIMTABS ETF TR
+$1.9M
1,233,331
-1%
增持
VTI
VANGUARD INDEX FDS
+$1.9M
113,587
+0%
减持
SHYM
BLACKROCK ETF TRUST II
+$1.9M
134,243
-43%
清仓
SMMU
PIMCO ETF TR
-$1.9M
0
-100%
建仓
GOVT
ISHARES TR
+$1.8M
36,630
清仓
PEP
PEPSICO INC
-$1.8M
0
-100%
增持
TLH
ISHARES TR
+$1.8M
99,848
+84%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
236,657
+11%
增持
BOND
PIMCO ETF TR
+$1.4M
40,204
+714%
建仓
—
DISCOVER FINL SVCS
+$1.4M
10,271
清仓
EMB
ISHARES TR
-$1.4M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$1.3M
29,048
减持
NKE
NIKE INC
-$1.2M
13,004
-57%
增持
HD
HOME DEPOT INC
+$1.1M
4,717
+96%
减持
IGF
ISHARES TR
-$996.5K
42,607
-38%
增持
SHOP
SHOPIFY INC
+$979.9K
30,438
+38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$944.7K
217,733
+1%
清仓
HWM
HOWMET AEROSPACE INC
-$865.4K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$858.8K
0
-100%
建仓
SYY
SYSCO CORP
+$856.4K
10,971
增持
MSCI
MSCI INC
+$814.8K
3,683
+33%
增持
OWL
BLUE OWL CAPITAL INC
+$801.6K
78,163
+95%
增持
—
AON PLC
+$800.9K
3,709
+126%
建仓
VYM
VANGUARD WHITEHALL FDS
+$786.6K
29,516
增持
VB
VANGUARD INDEX FDS
+$758.0K
33,518
+2%
增持
WDAY
WORKDAY INC
+$711.4K
7,443
+50%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$703.0K
176,574
+1%
清仓
BP
BP PLC
-$701.4K
0
-100%
减持
TSLA
TESLA INC
+$695.6K
12,562
-4%
建仓
CPRT
COPART INC
+$689.5K
13,159
清仓
—
LAM RESEARCH CORP
-$689.0K
0
-100%
减持
ABNB
AIRBNB INC
-$681.4K
15,521
-11%
减持
NFLX
NETFLIX INC
-$671.4K
3,279
-26%
清仓
EMGF
ISHARES INC
-$661.1K
0
-100%
增持
KGC
KINROSS GOLD CORP
+$631.4K
82,445
+389%
增持
TECK
TECK RESOURCES LTD
+$627.3K
22,846
+93%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$624.1K
0
-100%
增持
—
CRH PLC
+$603.8K
19,618
+21%
清仓
IXC
ISHARES TR
-$585.9K
0
-100%
增持
CPAY
CORPAY INC
+$580.6K
4,589
+43%
清仓
ULTA
ULTA BEAUTY INC
-$561.4K
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$526.5K
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$505.3K
6,722
+17%
清仓
SNY
SANOFI
-$505.1K
0
-100%
增持
ABBV
ABBVIE INC
+$499.7K
8,104
+26%
减持
—
ACCENTURE PLC IRELAND
+$486.4K
15,457
-6%
增持
PM
PHILIP MORRIS INTL INC
+$474.0K
19,587
+4%
增持
LPLA
LPL FINL HLDGS INC
+$462.1K
3,882
+146%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$427.2K
101,503
+26%
减持
UNH
UNITEDHEALTH GROUP INC
+$417.0K
10,856
-7%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$415.4K
20,305
清仓
ATKR
ATKORE INC
-$412.9K
0
-100%
增持
LEN
LENNAR CORP
+$402.4K
7,456
+12%
建仓
CHWY
CHEWY INC
+$398.8K
13,616
增持
ADBE
ADOBE INC
+$376.5K
5,344
+24%
减持
ZTS
ZOETIS INC
+$368.8K
19,189
-2%
增持
FTV
FORTIVE CORP
+$361.9K
14,294
+38%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$360.2K
40,852
+31%
减持
PSX
PHILLIPS 66
-$356.7K
6,490
-24%
减持
NVO
NOVO-NORDISK A S
-$348.2K
11,760
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$347.1K
7,814
+19%
清仓
—
APTIV PLC
-$337.8K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$331.3K
26,918
-14%
增持
JPM
JPMORGAN CHASE & CO
+$329.9K
23,996
+3%
增持
CNP
CENTERPOINT ENERGY INC
+$327.9K
28,698
+72%
清仓
SUI
SUN CMNTYS INC
-$322.9K
0
-100%
增持
URI
UNITED RENTALS INC
+$322.7K
1,897
+1%
清仓
FRSH
FRESHWORKS INC
-$322.6K
0
-100%
建仓
—
HOLOGIC INC
+$321.2K
3,943
清仓
NOV
NOV INC
-$319.5K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$319.0K
2,169
-53%
增持
CLH
CLEAN HARBORS INC
+$318.2K
3,041
+65%
增持
APP
APPLOVIN CORP
+$312.2K
4,318
+43%
增持
BND
VANGUARD BD INDEX FDS
+$303.0K
74,086
+1%
清仓
IWF
ISHARES TR
-$302.9K
0
-100%
增持
OMC
OMNICOM GROUP INC
+$299.5K
12,021
+14%
增持
AXP
AMERICAN EXPRESS CO
+$297.1K
6,801
+2%
建仓
FERG
FERGUSON ENTERPRISES INC
+$294.6K
1,483
建仓
DT
DYNATRACE INC
+$290.8K
5,439
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$289.4K
5,209
减持
WCC
WESCO INTL INC
-$285.1K
2,479
-44%
清仓
WK
WORKIVA INC
-$283.9K
0
-100%
清仓
OLN
OLIN CORP
-$278.1K
0
-100%
减持
CVE
CENOVUS ENERGY INC
-$276.0K
77,178
-3%
增持
USFD
US FOODS HLDG CORP
+$268.1K
25,137
+4%
增持
HON
HONEYWELL INTL INC
+$267.2K
7,451
+25%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$261.2K
17,863
+39%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$256.3K
4,663
-18%
建仓
AMTM
JACOBS SOLUTIONS INC
+$254.7K
7,897
增持
AN
AUTONATION INC
+$254.3K
4,803
+27%
减持
V
VISA INC
-$252.8K
12,190
-11%
建仓
MHK
MOHAWK INDS INC
+$252.4K
1,571
增持
CNC
CENTENE CORP DEL
+$251.0K
15,132
+13%
建仓
TECH
BIO-TECHNE CORP
+$246.3K
3,081
