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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 29
增持 78
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BAI
BLACKROCK ETF TRUST
+$397.6M
11,940,004
增持
IWF
ISHARES TR
+$294.6M
657,578
+1753%
增持
DYNF
BLACKROCK ETF TRUST
+$207.8M
9,529,543
+52%
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
PWRD
TCW ETF TRUST
+$193.3M
5,303,116
+64%
增持
IYF
ISHARES TR
+$192.7M
1,762,552
+545%
增持
IEMG
ISHARES INC
+$177.2M
6,740,260
+61%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$176.4M
3,724,827
增持
IEFA
ISHARES TR
+$151.1M
5,182,551
+45%
增持
BINC
BLACKROCK ETF TRUST II
+$135.1M
8,992,718
+41%
增持
IVV
ISHARES TR
+$120.3M
1,061,013
+17%
建仓
GLD
SPDR GOLD TR
+$108.3M
273,322
增持
FBND
FIDELITY MERRIMACK STR TR
+$90.5M
8,650,398
+30%
建仓
IWD
ISHARES TR
+$83.3M
395,837
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$83.1M
4,776,468
+27%
减持
QUAL
ISHARES TR
-$79.9M
167,910
-71%
增持
TLH
ISHARES TR
+$76.1M
1,228,407
+159%
建仓
IQLT
ISHARES TR
+$74.2M
1,633,151
增持
IEI
ISHARES TR
+$68.8M
1,170,497
+97%
建仓
FESM
FIDELITY COVINGTON TRUST
+$67.3M
1,780,989
减持
IJR
ISHARES TR
-$65.4M
106,106
-84%
建仓
BRTR
BLACKROCK ETF TRUST II
+$59.8M
1,178,554
减持
TLT
ISHARES TR
-$59.3M
196,999
-77%
减持
SPYV
SPDR SERIES TRUST
-$56.2M
3,620,443
-24%
减持
EUSA
ISHARES INC
-$51.1M
19,311
-96%
建仓
IYG
ISHARES TR
+$49.1M
532,080
建仓
ITA
ISHARES TR
+$47.7M
222,279
建仓
INMU
BLACKROCK ETF TRUST II
+$41.9M
1,744,800
清仓
SMMU
PIMCO ETF TR
-$40.0M
0
-100%
减持
USMV
ISHARES TR
-$35.9M
893,591
-29%
增持
FBCG
FIDELITY COVINGTON TRUST
+$31.9M
7,442,209
+6%
减持
EFV
ISHARES TR
-$28.6M
883,762
-35%
增持
SPYG
SPDR SERIES TRUST
+$25.4M
3,835,955
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$22.5M
280,574
+71%
减持
IYW
ISHARES TR
-$21.4M
986,140
-12%
减持
IGSB
ISHARES TR
-$21.2M
1,211,139
-25%
减持
HEFA
ISHARES TR
-$19.2M
3,553,862
-15%
减持
MBB
ISHARES TR
-$18.2M
1,457,076
-12%
增持
AGG
ISHARES TR
+$17.2M
2,907,609
+7%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$16.4M
473,515
+178%
增持
EMB
ISHARES TR
+$15.9M
331,427
+98%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$15.9M
405,090
+349%
减持
EFG
ISHARES TR
-$15.5M
434,249
-24%
增持
EFA
ISHARES TR
+$14.3M
312,150
+86%
增持
ABFL
ABACUS FCF ETF TR
+$12.9M
8,219,704
+3%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$12.6M
1,616,537
+10%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$11.9M
233,996
增持
ICVT
ISHARES TR
+$10.0M
126,688
+412%
建仓
TFI
SPDR SERIES TRUST
+$9.2M
201,597
减持
IAU
ISHARES GOLD TR
+$8.9M
1,187,564
-1%
建仓
USHY
ISHARES TR
+$8.8M
235,212
增持
MUB
ISHARES TR
+$7.4M
445,174
+18%
增持
XLF
SELECT SECTOR SPDR TR
+$7.3M
1,728,746
+7%
建仓
SHLD
GLOBAL X FDS
+$6.8M
104,257
清仓
JNK
SPDR SERIES TRUST
-$6.5M
0
-100%
增持
STIP
ISHARES TR
+$5.7M
1,094,255
+6%
增持
FDVV
FIDELITY COVINGTON TRUST
+$5.7M
781,642
+13%
增持
GOVT
ISHARES TR
+$5.7M
467,933
+112%
减持
MUNI
PIMCO ETF TR
-$5.7M
627,479
-15%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$4.5M
36,396
-68%
增持
GOOGL
ALPHABET INC
+$4.4M
57,400
+3%
减持
ABLG
ABACUS FCF ETF TR
-$4.3M
284,490
-34%
建仓
EEM
ISHARES TR
+$4.1M
74,291
增持
IEF
ISHARES TR
+$3.8M
68,805
+134%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$3.3M
424,260
-7%
增持
AAPL
APPLE INC
+$3.2M
87,152
+8%
增持
IVW
ISHARES TR
+$3.1M
334,681
+6%
增持
EMGF
ISHARES INC
+$2.7M
1,312,767
+1%
增持
LLY
ELI LILLY & CO
+$2.6M
3,104
+236%
增持
GOOG
ALPHABET INC
+$2.5M
28,616
+7%
减持
META
META PLATFORMS INC
-$2.3M
11,388
-15%
增持
MU
MICRON TECHNOLOGY INC
+$2.2M
17,101
+8%
增持
TIP
ISHARES TR
+$2.1M
464,304
+5%
增持
AMZN
AMAZON COM INC
+$1.9M
64,133
+9%
增持
OEF
ISHARES TR
+$1.8M
48,726
+9%
增持
ORCL
ORACLE CORP
-$1.8M
23,311
+4%
建仓
—
TOTALENERGIES SE
+$1.7M
26,665
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$1.6M
25,146
增持
NVDA
NVIDIA CORPORATION
+$1.5M
155,990
+5%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$1.5M
0
-100%
清仓
—
TOTALENERGIES SE
-$1.5M
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.4M
9,890
增持
AVGO
BROADCOM INC
+$1.3M
30,802
+8%
增持
NEM
NEWMONT CORP
+$1.2M
51,354
+10%
减持
AZO
AUTOZONE INC
-$1.1M
753
-13%
减持
—
ASTRAZENECA PLC
+$1.1M
23,782
-44%
增持
KO
COCA COLA CO
+$1.1M
30,583
+94%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
102,931
-1%
减持
SYY
SYSCO CORP
-$1.1M
14,666
-44%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
31,385
+10%
增持
KGC
KINROSS GOLD CORP
+$1.0M
235,889
+4%
增持
WFC
WELLS FARGO CO NEW
+$981.4K
38,723
+24%
增持
AMAT
APPLIED MATLS INC
+$917.1K
11,887
+14%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$903.6K
226,761
-10%
减持
MEAR
ISHARES U S ETF TR
-$874.5K
180,115
-8%
建仓
HLN
HALEON PLC
+$840.0K
83,086
增持
IXUS
ISHARES TR
+$811.1K
110,196
+7%
建仓
BCS
BARCLAYS PLC
+$808.2K
31,756
增持
UBER
UBER TECHNOLOGIES INC
-$795.8K
53,701
+1%
增持
NFLX
NETFLIX INC
-$785.5K
25,855
+866%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$765.4K
4,882
增持
COF
CAPITAL ONE FINL CORP
+$752.2K
13,410
+14%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$705.9K
0
-100%
减持
RBLX
ROBLOX CORP
-$686.1K
11,320
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$676.6K
174,612
+28%
减持
HD
HOME DEPOT INC
-$671.5K
5,218
-14%
增持
AXP
AMERICAN EXPRESS CO
+$650.3K
10,608
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$643.1K
10,108
+7%
增持
IJH
ISHARES TR
+$642.1K
293,295
+2%
减持
PM
PHILIP MORRIS INTL INC
-$636.5K
24,116
-13%
减持
OWL
BLUE OWL CAPITAL INC
-$627.9K
19,208
-64%
增持
TSLA
TESLA INC
+$617.5K
17,549
+7%
增持
MCK
MCKESSON CORP
+$615.1K
4,786
+12%
增持
FDX
FEDEX CORP
+$582.5K
4,683
+43%
增持
LYG
LLOYDS BANKING GROUP PLC
+$574.1K
253,461
+50%
建仓
UL
UNILEVER PLC
+$562.1K
8,595
增持
MS
MORGAN STANLEY
+$555.5K
17,641
+9%
增持
COR
CENCORA INC
+$539.9K
13,741
+5%
建仓
CL
COLGATE PALMOLIVE CO
+$539.8K
6,831
建仓
GILD
GILEAD SCIENCES INC
+$525.4K
4,280
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$522.8K
6,381
-56%
增持
VTI
VANGUARD INDEX FDS
+$504.9K
17,277
+7%
增持
LPLA
LPL FINL HLDGS INC
+$496.6K
9,539
+9%
建仓
RS
RELIANCE INC
+$495.5K
1,715
增持
GS
GOLDMAN SACHS GROUP INC
+$489.7K
2,990
+11%
清仓
MUSA
MURPHY USA INC
-$483.4K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$459.3K
1,013
增持
—
CRH PLC
+$454.1K
36,378
+7%
减持
COP
CONOCOPHILLIPS
-$451.9K
16,566
-22%
清仓
VRSK
VERISK ANALYTICS INC
-$441.1K
0
-100%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$434.3K
10,615
+10%
增持
IGEB
ISHARES TR
+$417.5K
88,060
+13%
增持
CMI
CUMMINS INC
+$417.3K
1,381
+103%
减持
ZTS
ZOETIS INC
-$416.4K
2,591
-49%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$413.8K
0
-100%
建仓
THC
TENET HEALTHCARE CORP
+$402.6K
2,026
增持
SUB
ISHARES TR
+$399.6K
25,820
+17%
增持
—
ASML HOLDING N V
+$389.1K
2,794
+4%
增持
MPC
MARATHON PETE CORP
-$388.6K
17,868
+5%
增持
USFD
US FOODS HLDG CORP
+$386.6K
48,393
+14%
减持
BSV
VANGUARD BD INDEX FDS
-$385.7K
7,140
-41%
建仓
IQV
IQVIA HLDGS INC
+$377.1K
1,673
增持
HUBB
HUBBELL INC
+$366.5K
2,054
+62%
增持
SAN
BANCO SANTANDER SA
+$357.0K
179,044
+8%
建仓
BURL
BURLINGTON STORES INC
+$354.1K
1,226
增持
—
SHARKNINJA INC
+$352.8K
6,576
+77%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$350.4K
5,053
-10%
增持
KLAC
KLA CORP
+$349.6K
1,800
+6%
清仓
CSGP
COSTAR GROUP INC
-$345.4K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$340.3K
9,925
+6%
清仓
PG
PROCTER AND GAMBLE CO
-$326.8K
0
-100%
