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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 57
减持 57
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
EMOP
AB ACTIVE ETFS INC
+$361.9M
8,258,081
减持
ABFL
ABACUS FCF ETF TR
-$287.9M
4,199,467
-49%
减持
IEMG
ISHARES INC
-$272.0M
2,596,299
-61%
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
BAI
BLACKROCK ETF TRUST
+$249.9M
19,651,117
+65%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$245.6M
8,197,776
+72%
清仓
IYF
ISHARES TR
-$227.2M
0
-100%
增持
EFV
ISHARES TR
+$198.8M
3,522,247
+299%
增持
BINC
BLACKROCK ETF TRUST II
+$149.9M
12,025,663
+34%
建仓
IYK
ISHARES TR
+$149.1M
2,128,826
增持
BRTR
BLACKROCK ETF TRUST II
+$142.3M
4,026,972
+242%
增持
GOVT
ISHARES TR
+$141.1M
6,629,343
+1317%
减持
IYW
ISHARES TR
-$132.9M
352,756
-64%
增持
PWRD
TCW ETF TRUST
+$132.4M
6,570,313
+24%
增持
IYG
ISHARES TR
+$131.4M
2,179,071
+310%
增持
DGRO
ISHARES TR
+$89.3M
1,281,275
+15190%
增持
IJH
ISHARES TR
+$79.9M
1,470,494
+401%
清仓
IQLT
ISHARES TR
-$74.2M
0
-100%
建仓
ABLD
ABACUS FCF ETF TR
+$73.9M
2,366,111
增持
IEFA
ISHARES TR
+$73.8M
5,936,800
+15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$67.5M
10,210,549
+18%
减持
USMV
ISHARES TR
-$64.4M
212,459
-76%
增持
DYNF
BLACKROCK ETF TRUST
+$64.1M
11,061,727
+16%
减持
IGSB
ISHARES TR
-$62.5M
28,812
-98%
增持
TLH
ISHARES TR
+$59.9M
1,834,991
+49%
增持
IWD
ISHARES TR
+$57.4M
658,371
+66%
增持
IVV
ISHARES TR
+$52.8M
1,193,426
+12%
增持
FDVV
FIDELITY COVINGTON TRUST
+$51.0M
1,724,565
+121%
减持
FBCG
FIDELITY COVINGTON TRUST
-$47.9M
7,186,404
-3%
减持
STIP
ISHARES TR
-$44.8M
650,096
-41%
减持
EFG
ISHARES TR
-$37.6M
106,914
-75%
增持
INMU
BLACKROCK ETF TRUST II
+$36.7M
3,290,251
+89%
减持
SPYG
SPDR SERIES TRUST
-$35.6M
3,816,675
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$32.7M
4,440,748
+19%
减持
EMB
ISHARES TR
-$31.1M
8,770
-97%
增持
MBB
ISHARES TR
+$28.4M
1,760,337
+21%
减持
XLF
SELECT SECTOR SPDR TR
-$25.3M
1,405,645
-19%
增持
ITA
ISHARES TR
+$20.8M
313,175
+41%
增持
EMGF
ISHARES INC
+$20.1M
1,589,413
+21%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$19.8M
177,042
-37%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$19.4M
797,261
+97%
增持
SPYV
SPDR SERIES TRUST
+$19.1M
3,971,984
+10%
减持
AGG
ISHARES TR
-$18.4M
2,740,098
-6%
清仓
TLT
ISHARES TR
-$17.2M
0
-100%
清仓
OEF
ISHARES TR
-$16.7M
0
-100%
增持
GLD
SPDR GOLD TR
+$15.4M
287,470
+5%
清仓
IJR
ISHARES TR
-$12.8M
0
-100%
清仓
ICVT
ISHARES TR
-$12.5M
0
-100%
减持
IEI
ISHARES TR
-$11.0M
1,085,040
-7%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$10.8M
677,096
+43%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$10.8M
1,455,928
-10%
增持
MUB
ISHARES TR
+$8.2M
526,425
+18%
减持
USHY
ISHARES TR
-$7.7M
29,918
-87%
减持
MSFT
MICROSOFT CORP
-$7.6M
40,765
-13%
减持
IAU
ISHARES GOLD TR
-$7.2M
1,011,766
-15%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$6.9M
319,953
-25%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$6.9M
368,775
+58%
清仓
INTF
ISHARES TR
-$6.5M
0
-100%
增持
IXUS
ISHARES TR
+$6.0M
176,932
+61%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$5.2M
134,666
增持
EFA
ISHARES TR
+$4.5M
354,980
+14%
建仓
—
ASTRAZENECA PLC
+$4.5M
22,694
清仓
—
ASTRAZENECA PLC
-$4.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$4.2M
101,433
-1%
建仓
SYSB
ISHARES TR
+$4.2M
47,082
清仓
EEM
ISHARES TR
-$4.1M
0
-100%
减持
QUAL
ISHARES TR
-$3.9M
153,333
-9%
增持
TFI
SPDR SERIES TRUST
+$3.8M
286,177
+42%
清仓
SUB
ISHARES TR
-$2.8M
0
-100%
增持
TIP
ISHARES TR
+$2.5M
485,165
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.5M
182,070
-20%
减持
ABLG
ABACUS FCF ETF TR
-$2.4M
223,714
-21%
减持
ABT
ABBOTT LABS
-$2.3M
14,039
-53%
建仓
VLUE
ISHARES TR
+$2.2M
15,698
减持
IGEB
ISHARES TR
-$2.2M
40,593
-54%
增持
MEAR
ISHARES U S ETF TR
+$2.1M
221,903
+23%
增持
EUSA
ISHARES INC
+$2.0M
39,264
+103%
清仓
INTU
INTUIT
-$2.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$2.0M
61,548
-4%
减持
MUNI
PIMCO ETF TR
-$2.0M
592,190
-6%
减持
VTI
VANGUARD INDEX FDS
-$1.8M
12,344
-29%
减持
AAPL
APPLE INC
-$1.7M
86,699
-1%
减持
ORCL
ORACLE CORP
-$1.6M
20,331
-13%
减持
GOOGL
ALPHABET INC
-$1.5M
57,160
-0%
增持
FESM
FIDELITY COVINGTON TRUST
+$1.5M
1,810,612
+2%
减持
TSLA
TESLA INC
-$1.4M
17,510
-0%
减持
JPM
JPMORGAN CHASE & CO
-$1.4M
29,691
-5%
清仓
ADP
AUTOMATIC DATA PROCESSING INC
-$1.3M
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
22,584
增持
BKNG
BOOKING HOLDINGS INC
-$1.2M
6,760
+1426%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.2M
0
-100%
减持
ALL
ALLSTATE CORP
-$1.2M
4,063
-59%
增持
SHLD
GLOBAL X FDS
+$1.1M
111,260
+7%
增持
IEF
ISHARES TR
+$1.1M
81,092
+18%
增持
AVGO
BROADCOM INC
-$1.1M
30,844
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$1.1M
45,545
-15%
增持
CVE
CENOVUS ENERGY INC
+$1.1M
109,353
+2%
减持
MPC
MARATHON PETE CORP
+$1.1M
16,329
-9%
增持
—
ASML HOLDING N V
+$1.1M
3,072
+10%
增持
AMAT
APPLIED MATLS INC
+$1.1M
12,037
+1%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
9,223
-7%
减持
SONY
SONY GROUP CORP
-$1.0M
10,222
-79%
减持
COF
CAPITAL ONE FINL CORP
-$991.3K
12,381
-8%
减持
—
CRH PLC
-$966.7K
33,993
-7%
减持
SHOP
SHOPIFY INC
-$961.3K
13,777
-15%
减持
LPLA
LPL FINL HLDGS INC
-$955.9K
8,148
-15%
增持
FANG
DIAMONDBACK ENERGY INC
+$938.7K
11,883
+27%
建仓
IGRO
ISHARES TR
+$901.2K
10,758
减持
AXP
AMERICAN EXPRESS CO
-$895.2K
10,014
-6%
增持
META
META PLATFORMS INC
-$860.0K
11,636
+2%
减持
MU
MICRON TECHNOLOGY INC
+$832.7K
16,911
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$831.8K
4,455
-55%
增持
MRVL
MARVELL TECHNOLOGY INC
+$823.4K
11,876
+186%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$810.8K
8,067
+65%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$799.1K
14,393
清仓
—
CHUBB LIMITED
-$774.7K
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$773.0K
7,591
+13%
清仓
EFX
EQUIFAX INC
-$761.6K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$760.5K
2,312
+329%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$735.6K
23,949
-34%
增持
COP
CONOCOPHILLIPS
+$723.2K
17,227
+4%
建仓
MSTR
STRATEGY INC
+$721.7K
5,783
减持
V
VISA INC
-$707.8K
12,824
-2%
减持
USFD
US FOODS HLDG CORP
+$695.2K
47,068
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$679.0K
1,826
-43%
清仓
SAP
SAP SE
-$674.0K
0
-100%
增持
FDX
FEDEX CORP
+$663.9K
5,662
+21%
建仓
BIDD
BLACKROCK ETF TRUST
+$642.4K
22,595
建仓
SQ
BLOCK INC
+$621.8K
10,332
增持
IWF
ISHARES TR
+$621.1K
2,925,449
+345%
建仓
DXCM
DEXCOM INC
+$614.8K
9,790
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$610.1K
36,376
+6%
减持
HEFA
ISHARES TR
+$607.0K
3,473,227
-2%
建仓
BALI
BLACKROCK ETF TRUST
+$605.3K
19,645
减持
HBAN
HUNTINGTON BANCSHARES INC
-$599.1K
155,296
-11%
增持
MEM
MATTHEWS ASIA FDS
+$591.0K
215,534
+4%
减持
RBLX
ROBLOX CORP
-$569.3K
6,152
-46%
增持
TRMB
TRIMBLE INC
+$565.1K
19,978
+112%
清仓
BSV
VANGUARD BD INDEX FDS
-$562.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$562.6K
163,586
+5%
减持
LLY
ELI LILLY & CO
-$561.6K
3,016
-3%
增持
SHYM
BLACKROCK ETF TRUST II
+$555.2K
303,178
+10%
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$547.5K
0
-100%
增持
APP
APPLOVIN CORP
-$546.7K
2,815
+14%
减持
WFC
WELLS FARGO & CO
-$542.4K
38,519
-1%
清仓
PAYC
PAYCOM SOFTWARE INC
-$538.8K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$488.3K
0
-100%
建仓
HYDB
ISHARES TR
+$487.3K
10,476
减持
NOW
SERVICENOW INC
-$480.7K
9,080
-3%
减持
DELL
DELL TECHNOLOGIES INC
+$477.8K
15,474
-6%
减持
SHEL
SHELL PLC
+$459.8K
28,334
-4%
