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Dynamic Wealth Strategies, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Dynamic Wealth Strategies, LLC
报告期 2026-03-31 · CIK 1812853
持仓数
288
前50大市值合计
$153.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
23Q4
24Q4 调仓
2023-12-31 → 2024-12-31 · 共 150 项
建仓 5
增持 24
减持 26
清仓 95
方向
标的
Δ市值
现股数(环比)
增持
IEF
ISHARES TR
+$4.2M
107,117
+80%
建仓
EMXC
ISHARES INC
+$3.3M
59,792
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$3.3M
72,884
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
ESGE
ISHARES INC
-$3.3M
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.1M
65,547
-44%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.0M
4,363
-92%
建仓
SGOV
ISHARES TR
+$2.0M
19,522
减持
SPSB
SPDR SER TR
-$1.9M
160,341
-28%
增持
IGM
ISHARES TR
+$1.5M
65,812
+462%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.2M
124,459
-6%
增持
EMB
ISHARES TR
+$1.1M
24,316
+112%
增持
SPIB
SPDR SER TR
+$1.0M
84,161
+59%
减持
SPYG
SPDR SER TR
+$919.8K
54,202
-8%
减持
VTV
VANGUARD INDEX FDS
+$801.6K
67,415
-5%
增持
EFA
ISHARES TR
+$786.3K
112,383
+10%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$729.4K
34,269
+631%
建仓
SUB
ISHARES TR
+$686.0K
6,504
增持
BND
VANGUARD BD INDEX FDS
+$590.3K
120,522
+10%
增持
PFF
ISHARES TR
+$480.4K
57,771
+35%
减持
MUB
ISHARES TR
-$404.2K
2,722
-57%
减持
XLE
SELECT SECTOR SPDR TR
-$358.9K
2,588
-63%
增持
XLU
SELECT SECTOR SPDR TR
+$357.1K
4,729
+33679%
增持
XLV
SELECT SECTOR SPDR TR
+$313.3K
4,352
+108%
清仓
TXN
TEXAS INSTRS INC
-$312.3K
0
-100%
清仓
PSX
PHILLIPS 66
-$299.3K
0
-100%
减持
ITA
ISHARES TR
-$268.3K
2,116
-53%
增持
NVDA
NVIDIA CORPORATION
+$252.0K
2,695
+1114%
减持
SMLF
ISHARES TR
+$234.9K
37,648
-4%
清仓
REZ
ISHARES TR
-$232.2K
0
-100%
清仓
—
LAM RESEARCH CORP
-$230.3K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$226.1K
808
-55%
增持
EFV
ISHARES TR
+$223.7K
53,385
+8%
建仓
LRCX
LAM RESEARCH CORP
+$222.1K
3,075
增持
COPX
GLOBAL X FDS
+$220.3K
28,013
+24%
清仓
CVS
CVS HEALTH CORP
-$211.7K
0
-100%
增持
AMZN
AMAZON COM INC
+$210.5K
2,664
+8%
减持
GSLC
GOLDMAN SACHS ETF TR
+$206.7K
23,582
-12%
增持
AAPL
APPLE INC
+$199.3K
2,884
+6%
清仓
MDLZ
MONDELEZ INTL INC
-$192.3K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$188.1K
0
-100%
清仓
—
MEDTRONIC PLC
-$186.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$180.2K
3,916
-3%
清仓
HD
HOME DEPOT INC
-$178.5K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$173.9K
0
-100%
清仓
KLAC
KLA CORP
-$172.6K
0
-100%
清仓
BWA
BORGWARNER INC
-$172.0K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$169.1K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$168.6K
6,805
+1%
清仓
JNJ
JOHNSON & JOHNSON
-$167.6K
0
-100%
清仓
PFE
PFIZER INC
-$165.1K
0
-100%
增持
NOW
SERVICENOW INC
+$162.3K
429
+4%
清仓
DG
DOLLAR GEN CORP NEW
-$155.9K
0
-100%
增持
EWJ
ISHARES INC
+$155.2K
13,566
+15%
清仓
CSCO
CISCO SYS INC
-$153.4K
0
-100%
清仓
—
BLACKROCK INC
-$151.8K
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$150.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$150.3K
1,608
+190%
清仓
NKE
NIKE INC
-$149.1K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$147.0K
31,839
-8%
减持
ADBE
ADOBE INC
-$145.5K
451
-22%
减持
GDX
VANECK ETF TRUST
-$142.9K
22,726
-23%
清仓
SCHW
SCHWAB CHARLES CORP
-$142.6K
0
-100%
清仓
IWM
ISHARES TR
-$137.3K
0
-100%
清仓
OMC
OMNICOM GROUP INC
-$136.8K
0
-100%
减持
META
META PLATFORMS INC
+$136.3K
598
-1%
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$135.9K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$129.3K
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$124.9K
0
-100%
增持
WMT
WALMART INC
+$124.5K
3,509
+187%
清仓
D
DOMINION ENERGY INC
-$123.0K
0
-100%
清仓
PPL
PPL CORP
-$118.6K
0
-100%
清仓
VRSN
VERISIGN INC
-$110.6K
0
-100%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$107.2K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$106.4K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$106.1K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$106.1K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$105.8K
0
-100%
清仓
XBI
SPDR SER TR
-$105.2K
0
-100%
清仓
ABT
ABBOTT LABS
-$102.9K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$102.1K
0
-100%
清仓
DIVO
AMPLIFY ETF TR
-$95.4K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$95.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$92.0K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$88.6K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$88.2K
1,807
+2%
清仓
—
COOPER COS INC
-$88.2K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$87.4K
0
-100%
清仓
MCD
MCDONALDS CORP
-$86.6K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$86.4K
0
-100%
清仓
FTNT
FORTINET INC
-$81.4K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$81.1K
0
-100%
清仓
TSLA
TESLA INC
-$80.8K
0
-100%
清仓
LLY
ELI LILLY & CO
-$78.7K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$70.4K
499
-15%
清仓
SNPS
SYNOPSYS INC
-$70.0K
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$66.5K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$65.5K
0
-100%
减持
GLD
SPDR GOLD TR
+$63.7K
1,273
-0%
清仓
EMR
EMERSON ELEC CO
-$61.1K
0
-100%
清仓
RTX
RTX CORPORATION
-$58.1K
0
-100%
减持
CRM
SALESFORCE INC
+$55.5K
1,234
-9%
清仓
CEG
CONSTELLATION ENERGY CORP
-$55.4K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$53.9K
0
-100%
清仓
EXC
EXELON CORP
-$53.6K
0
-100%
清仓
IJH
ISHARES TR
-$52.7K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$52.3K
0
-100%
清仓
KO
COCA COLA CO
-$51.9K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$51.7K
0
-100%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$50.3K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$48.6K
0
-100%
清仓
BA
BOEING CO
-$48.5K
0
-100%
清仓
GIS
GENERAL MLS INC
-$47.3K
0
-100%
清仓
IWD
ISHARES TR
-$47.3K
0
-100%
清仓
VTR
VENTAS INC
-$45.7K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$44.6K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$41.5K
0
-100%
减持
HON
HONEYWELL INTL INC
-$37.8K
1,264
-18%
清仓
ABBV
ABBVIE INC
-$35.0K
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$34.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$33.9K
523
+8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$33.1K
6,451
+8%
减持
QLTA
ISHARES TR
-$33.1K
20,762
-1%
清仓
IVV
ISHARES TR
-$32.0K
0
-100%
增持
CME
CME GROUP INC
+$31.9K
869
+8%
清仓
LEN
LENNAR CORP
-$30.9K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
+$30.5K
1,526
-17%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$30.3K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$30.1K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$29.9K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$29.7K
0
-100%
减持
MSFT
MICROSOFT CORP
+$29.6K
1,454
-6%
清仓
AMGN
AMGEN INC
-$28.8K
0
-100%
清仓
—
EATON CORP PLC
-$28.4K
0
-100%
清仓
O
REALTY INCOME CORP
-$28.2K
0
-100%
清仓
—
ROIVANT SCIENCES LTD
-$27.0K
0
-100%
清仓
ICLN
ISHARES TR
-$26.9K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$26.5K
0
-100%
清仓
STT
STATE STR CORP
-$26.3K
0
-100%
清仓
UNP
UNION PAC CORP
-$26.3K
0
-100%
清仓
KR
KROGER CO
-$25.6K
0
-100%
清仓
AAP
ADVANCE AUTO PARTS INC
-$25.3K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$25.0K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$24.8K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.6K
616
-5%
清仓
CNS
COHEN & STEERS INC
-$24.3K
0
-100%
清仓
—
STERIS PLC
-$24.2K
0
-100%
清仓
KIM
KIMCO RLTY CORP
-$23.8K
0
-100%
清仓
—
UNITI GROUP INC
-$23.2K
0
-100%
减持
—
EXXON MOBIL CORP
-$23.0K
2,366
-15%
清仓
T
AT&T INC
-$22.9K
0
-100%
