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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 46
增持 72
减持 26
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
PWRD
TCW ETF TRUST
+$153.2M
3,241,520
+37%
增持
IVV
ISHARES TR
+$148.4M
906,088
+23%
增持
DYNF
BLACKROCK ETF TRUST
+$110.9M
6,278,395
+31%
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。
增持
FBCG
FIDELITY COVINGTON TRUST
+$110.5M
7,011,069
+27%
增持
ABFL
ABACUS FCF ETF TR
+$104.3M
7,972,304
+20%
增持
SPYG
SPDR SERIES TRUST
+$88.8M
3,673,763
+19%
增持
IEMG
ISHARES INC
+$67.8M
4,184,691
+21%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$64.0M
3,761,884
+26%
增持
IEFA
ISHARES TR
+$61.6M
3,579,254
+19%
减持
OEF
ISHARES TR
-$53.9M
44,783
-80%
建仓
EUSA
ISHARES INC
+$53.1M
515,260
增持
SPYV
SPDR SERIES TRUST
+$42.6M
4,732,922
+13%
建仓
SMMU
PIMCO ETF TR
+$40.0M
791,572
增持
FBND
FIDELITY MERRIMACK STR TR
+$39.3M
6,656,599
+13%
增持
IEI
ISHARES TR
+$38.9M
593,126
+121%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$36.7M
6,686
-99%
增持
IYW
ISHARES TR
+$36.3M
1,114,634
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$35.4M
6,375,936
+11%
建仓
IYF
ISHARES TR
+$34.6M
273,176
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$33.7M
1,475,057
+40%
增持
AGG
ISHARES TR
+$28.5M
2,725,298
+10%
增持
HEFA
ISHARES TR
+$28.1M
4,194,769
+15%
减持
VTI
VANGUARD INDEX FDS
-$27.6M
16,112
-85%
建仓
NVDA
NVIDIA CORPORATION
+$27.6M
147,918
减持
EFA
ISHARES TR
-$26.6M
167,961
-64%
增持
QUAL
ISHARES TR
+$23.3M
582,095
+18%
增持
EFV
ISHARES TR
+$22.3M
1,351,798
+24%
增持
EMGF
ISHARES INC
+$22.2M
1,293,783
+32%
增持
MSFT
MICROSOFT CORP
+$22.0M
43,354
+4804%
增持
TLH
ISHARES TR
+$21.3M
473,409
+75%
建仓
IJH
ISHARES TR
+$18.7M
286,781
增持
IVW
ISHARES TR
+$17.7M
315,669
+70%
增持
AAPL
APPLE INC
+$17.2M
80,566
+398%
增持
MBB
ISHARES TR
+$17.2M
1,649,146
+11%
增持
IAU
ISHARES GOLD TR
+$16.9M
1,202,449
+6%
建仓
IWF
ISHARES TR
+$16.6M
35,495
减持
TLT
ISHARES TR
-$16.4M
855,851
-19%
增持
EFG
ISHARES TR
+$13.7M
570,629
+25%
增持
MUB
ISHARES TR
+$10.9M
377,905
+35%
增持
STIP
ISHARES TR
+$10.4M
1,028,495
+10%
增持
GOOGL
ALPHABET INC
+$10.3M
55,663
+208%
增持
IJR
ISHARES TR
+$9.9M
658,065
+5%
增持
USMV
ISHARES TR
+$9.6M
1,261,838
+7%
增持
FDVV
FIDELITY COVINGTON TRUST
+$9.4M
692,656
+23%
建仓
AVGO
BROADCOM INC
+$9.4M
28,393
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$9.2M
170,521
建仓
JPM
JPMORGAN CHASE & CO.
+$9.0M
28,657
减持
MUNI
PIMCO ETF TR
-$9.0M
737,363
-20%
增持
META
META PLATFORMS INC
+$8.5M
13,320
+653%
增持
XLF
SELECT SECTOR SPDR TR
+$7.8M
1,622,239
+7%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$7.8M
112,419
-54%
减持
VB
VANGUARD INDEX FDS
-$7.6M
1,431
-96%
增持
IGSB
ISHARES TR
+$7.5M
1,607,939
+9%
建仓
MEM
MATTHEWS ASIA FDS
+$7.5M
206,374
建仓
TSLA
TESLA INC
+$7.3M
16,358
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.8M
59,006
-71%
建仓
GOOG
ALPHABET INC
+$6.5M
26,677
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.4M
164,508
-20%
清仓
BND
VANGUARD BD INDEX FDS
-$5.7M
0
-100%
增持
ABLG
ABACUS FCF ETF TR
+$5.4M
428,332
+69%
减持
VTEB
VANGUARD MUN BD FDS
-$5.4M
5,335
-95%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.0M
251,490
+43%
增持
AMZN
AMAZON COM INC
+$5.0M
58,864
+64%
建仓
ABBV
ABBVIE INC
+$4.9M
21,040
减持
BSV
VANGUARD BD INDEX FDS
-$4.9M
12,019
-84%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.6M
90,289
建仓
TAFM
AB ACTIVE ETFS INC
+$4.4M
172,845
增持
KGC
KINROSS GOLD CORP
+$4.4M
226,215
+185%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$4.3M
457,781
-12%
增持
IXUS
ISHARES TR
+$4.3M
103,123
+89%
建仓
V
VISA INC
+$4.3M
12,476
增持
TIP
ISHARES TR
+$4.1M
440,105
+8%
建仓
NEM
NEWMONT CORP
+$3.9M
46,618
减持
ZTS
ZOETIS INC
-$3.7M
5,074
-82%
减持
—
ACCENTURE PLC IRELAND
-$3.5M
3,076
-79%
建仓
—
ASTRAZENECA PLC
+$3.3M
42,573
增持
UBER
UBER TECHNOLOGIES INC
+$3.2M
52,912
+153%
建仓
NFLX
NETFLIX INC
+$3.2M
2,677
清仓
HYDB
ISHARES TR
-$3.1M
0
-100%
增持
GOVT
ISHARES TR
+$2.7M
220,546
+108%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.6M
14,523
建仓
—
ASML HOLDING N V
+$2.6M
2,685
增持
INTF
ISHARES TR
+$2.5M
173,881
+60%
减持
LLY
ELI LILLY & CO
-$2.5M
924
-78%
建仓
COF
CAPITAL ONE FINL CORP
+$2.5M
11,750
建仓
ALL
ALLSTATE CORP
+$2.4M
11,017
建仓
SUB
ISHARES TR
+$2.4M
22,058
增持
—
CRH PLC
+$2.3M
34,077
+77%
增持
IEF
ISHARES TR
+$2.3M
29,401
+430%
建仓
SHOP
SHOPIFY INC
+$2.3M
15,481
减持
IGF
ISHARES TR
-$2.3M
4,440
-90%
减持
SPY
SPDR S&P 500 ETF TR
+$2.3M
103,740
-4%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$2.2M
0
-100%
增持
MEAR
ISHARES U S ETF TR
+$2.2M
196,751
+27%
减持
IWB
ISHARES TR
-$2.1M
2,526
-72%
增持
MPC
MARATHON PETE CORP
+$2.1M
17,093
+135%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$2.1M
6,735
建仓
SHEL
SHELL PLC
+$2.0M
28,506
清仓
—
DISCOVER FINL SVCS
-$1.9M
0
-100%
增持
EMB
ISHARES TR
+$1.9M
167,758
+10%
建仓
DGX
QUEST DIAGNOSTICS INC
+$1.9M
9,748
增持
COR
CENCORA INC
+$1.8M
13,123
+68%
建仓
SAN
BANCO SANTANDER S.A.
+$1.7M
166,335
增持
AZO
AUTOZONE INC
+$1.7M
862
+60%
增持
IGEB
ISHARES TR
+$1.7M
78,255
+84%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.7M
7,374
-49%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.7M
0
-100%
增持
URI
UNITED RENTALS INC
+$1.6M
2,739
+114%
建仓
RBLX
ROBLOX CORP
+$1.6M
11,575
增持
ORCL
ORACLE CORP
+$1.6M
22,488
+4%
建仓
HSBC
HSBC HLDGS PLC
+$1.6M
22,025
增持
USFD
US FOODS HLDG CORP
+$1.5M
42,526
+90%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
9,405
增持
BKNG
BOOKING HOLDINGS INC
+$1.5M
412
+230%
建仓
NVS
NOVARTIS AG
+$1.5M
11,630
减持
MA
MASTERCARD INCORPORATED
-$1.5M
9,363
-23%
建仓
—
TOTALENERGIES SE
+$1.5M
24,761
清仓
KVUE
KENVUE INC
-$1.5M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
9,857
+71%
建仓
ETR
ENTERGY CORP NEW
+$1.4M
14,933
减持
ABNB
AIRBNB INC
-$1.4M
4,218
-70%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
7,778
+73%
增持
—
FLEX LTD
+$1.3M
43,602
+80%
建仓
SONY
SONY GROUP CORP
+$1.3M
45,676
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
15,784
+45%
增持
DELL
DELL TECHNOLOGIES INC
+$1.3M
15,418
+110%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$1.3M
9,609
增持
MCK
MCKESSON CORP
+$1.2M
4,285
+51%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
27,772
+53%
增持
AMAT
APPLIED MATLS INC
+$1.1M
10,442
+93%
减持
TXN
TEXAS INSTRS INC
-$1.1M
1,434
-78%
增持
APP
APPLOVIN CORP
+$1.1M
2,352
+42%
建仓
—
MEDTRONIC PLC
+$1.1M
11,618
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
2,685
+83%
建仓
BTI
BRITISH AMERN TOB PLC
+$1.1M
20,391
减持
WDAY
WORKDAY INC
-$1.1M
2,759
-62%
建仓
HSY
HERSHEY CO
+$1.1M
5,630
减持
CSGP
COSTAR GROUP INC
-$1.0M
4,094
-76%
建仓
MRK
MERCK & CO INC
+$1.0M
12,148
减持
CPAY
CORPAY INC
-$984.4K
3,770
-40%
建仓
ANET
ARISTA NETWORKS INC
+$970.1K
6,658
建仓
SAP
SAP SE
+$964.1K
3,608
增持
—
NXP SEMICONDUCTORS N V
+$951.7K
5,919
+226%
增持
FE
FIRSTENERGY CORP
+$951.2K
47,907
+55%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$938.2K
14,341
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$897.5K
5,327
增持
MS
MORGAN STANLEY
+$896.3K
16,207
+36%
增持
J
JACOBS SOLUTIONS INC
+$888.7K
12,375
+68%
增持
SCHW
SCHWAB CHARLES CORP
+$886.5K
17,786
+100%
建仓
E
ENI S P A
+$878.7K
25,142
