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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 35
减持 92
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$12.6M
143,015
+709%
减持
IEF
ISHARES TR
-$8.3M
20,730
-81%
增持
IGM
ISHARES TR
+$4.5M
94,128
+40%
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
BND
VANGUARD BD INDEX FDS
+$3.7M
171,209
+41%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.4M
105,990
+62%
建仓
TLT
ISHARES TR
+$1.9M
22,079
减持
SPSB
SPDR SERIES TRUST
-$1.8M
100,652
-37%
增持
EWJ
ISHARES INC
+$1.8M
41,760
+113%
减持
SPYG
SPDR SERIES TRUST
-$1.6M
29,142
-46%
增持
EWU
ISHARES TR
+$1.6M
68,453
+122%
减持
VTV
VANGUARD INDEX FDS
-$1.4M
55,837
-15%
增持
EFA
ISHARES TR
+$1.2M
112,303
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$985.5K
17,144
-58%
减持
SPIB
SPDR SERIES TRUST
-$905.7K
56,039
-33%
增持
GDX
VANECK ETF TRUST
+$880.5K
36,537
+64%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$796.6K
98,710
+21%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$741.6K
94,910
+5%
增持
COPX
GLOBAL X FDS
+$720.7K
38,941
+47%
减持
EMB
ISHARES TR
-$700.7K
16,452
-33%
减持
EMXC
ISHARES INC
-$652.4K
41,823
-30%
增持
XLK
SELECT SECTOR SPDR TR
+$647.4K
2,651
+2185%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$590.5K
9,717
-72%
增持
SUB
ISHARES TR
+$459.2K
10,779
+66%
清仓
XLY
SELECT SECTOR SPDR TR
-$408.9K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$395.5K
24,508
+5%
增持
VO
VANGUARD INDEX FDS
+$328.2K
4,464
+25%
增持
PFF
ISHARES TR
+$322.1K
69,413
+18%
增持
EFV
ISHARES TR
+$311.6K
48,785
+3%
增持
QLTA
ISHARES TR
+$306.0K
27,705
+29%
增持
SMLF
ISHARES TR
+$225.4K
20,402
+9%
增持
XLC
SELECT SECTOR SPDR TR
+$225.3K
8,147
+19%
减持
MSFT
MICROSOFT CORP
+$171.0K
1,454
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$166.3K
4,666
-31%
建仓
ABNB
AIRBNB INC
+$151.7K
1,146
增持
NVDA
NVIDIA CORPORATION
+$150.7K
3,007
+0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$138.5K
2
-100%
增持
AVGO
BROADCOM INC
+$110.0K
671
+50%
减持
XLE
SELECT SECTOR SPDR TR
-$105.0K
278
-80%
减持
XLF
SELECT SECTOR SPDR TR
-$103.1K
823
-72%
减持
XLV
SELECT SECTOR SPDR TR
-$101.4K
5,214
-5%
增持
ITA
ISHARES TR
+$89.1K
2,187
+4%
减持
NOW
SERVICENOW INC
+$79.4K
418
-5%
减持
META
META PLATFORMS INC
+$77.4K
500
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$68.3K
5,242
+15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$62.0K
592
-2%
减持
GILD
GILEAD SCIENCES INC
-$54.5K
1,921
-20%
减持
AAPL
APPLE INC
-$51.3K
2,814
-1%
减持
AFL
AFLAC INC
-$49.5K
1,801
-16%
减持
OMC
OMNICOM GROUP INC
-$47.4K
764
-38%
减持
TRV
TRAVELERS COMPANIES INC
-$46.7K
972
-16%
减持
TMUS
T-MOBILE US INC
-$46.0K
361
-27%
建仓
ROK
ROCKWELL AUTOMATION INC
+$45.8K
138
减持
CVX
CHEVRON CORP NEW
-$45.4K
1,510
-3%
建仓
MGK
VANGUARD WORLD FD
+$44.3K
121
增持
PINS
PINTEREST INC
+$43.2K
6,596
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$42.5K
350
-12%
减持
JPM
JPMORGAN CHASE & CO.
+$41.0K
1,375
-6%
减持
KLAC
KLA CORP
+$39.6K
259
-8%
减持
LRCX
LAM RESEARCH CORP
+$39.6K
2,778
-13%
减持
DPZ
DOMINOS PIZZA INC
-$36.4K
324
-18%
减持
AMD
ADVANCED MICRO DEVICES INC
+$36.4K
1,092
-5%
减持
—
EXXON MOBIL CORP
-$35.6K
2,314
-3%
减持
GOOGL
ALPHABET INC
+$33.0K
3,479
-7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$32.2K
32,064
+1%
建仓
MGV
VANGUARD WORLD FD
+$30.0K
229
减持
JNJ
JOHNSON & JOHNSON
-$29.5K
897
-11%
减持
MDLZ
MONDELEZ INTL INC
-$28.8K
1,794
-19%
减持
APD
AIR PRODS & CHEMS INC
-$26.7K
723
-8%
减持
AVB
AVALONBAY CMNTYS INC
-$24.6K
569
-13%
减持
V
VISA INC
-$23.6K
593
-11%
减持
PSA
PUBLIC STORAGE OPER CO
-$23.5K
325
-18%
增持
REZ
ISHARES TR
+$23.2K
2,832
+17%
减持
AMT
AMERICAN TOWER CORP NEW
-$22.9K
306
-26%
减持
O
REALTY INCOME CORP
-$22.7K
397
-49%
清仓
ABUS
ARBUTUS BIOPHARMA CORP
-$22.0K
0
-100%
增持
XBI
SPDR SERIES TRUST
+$21.6K
2,121
+12%
减持
COLD
AMERICOLD REALTY TRUST INC
-$21.4K
873
-48%
减持
SUI
SUN CMNTYS INC
-$20.8K
171
-48%
减持
EQR
EQUITY RESIDENTIAL
-$20.1K
253
-51%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$20.0K
942
-48%
减持
REG
REGENCY CTRS CORP
-$20.0K
285
-48%
减持
INVH
INVITATION HOMES INC
-$19.8K
524
-51%
减持
KIM
KIMCO RLTY CORP
-$18.7K
904
-49%
减持
ESS
ESSEX PPTY TR INC
-$18.5K
58
-49%
减持
HON
HONEYWELL INTL INC
+$18.1K
1,216
-3%
减持
PPL
PPL CORP
-$17.4K
3,791
-6%
减持
RYN
RAYONIER INC
-$17.1K
689
-41%
减持
PLD
PROLOGIS INC.
-$16.9K
166
-46%
减持
KO
COCA COLA CO
-$16.8K
654
-26%
减持
COST
COSTCO WHSL CORP NEW
-$16.5K
461
-8%
减持
EQIX
EQUINIX INC
-$15.1K
19
-49%
减持
BWA
BORGWARNER INC
+$14.8K
5,004
-6%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$14.8K
156
-49%
减持
EXR
EXTRA SPACE STORAGE INC
-$14.8K
97
-51%
减持
CSGP
COSTAR GROUP INC
-$14.4K
200
-48%
减持
TSLA
TESLA INC
-$14.2K
377
-27%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$13.9K
3,556
-6%
减持
DLR
DIGITAL RLTY TR INC
-$13.8K
137
-48%
减持
BXP
BXP INC
-$13.6K
242
-46%
增持
UNH
UNITEDHEALTH GROUP INC
-$13.3K
253
+44%
增持
IWM
ISHARES TR
+$13.2K
700
+1%
减持
LH
LABCORP HOLDINGS INC
+$13.1K
637
-4%
减持
COF
CAPITAL ONE FINL CORP
+$12.6K
1,357
-12%
建仓
VBR
VANGUARD INDEX FDS
+$12.3K
63
减持
MRK
MERCK & CO INC
-$11.6K
811
-4%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$11.4K
550
减持
HD
HOME DEPOT INC
-$11.3K
377
-8%
减持
AMZN
AMAZON COM INC
+$11.1K
2,477
-11%
减持
CSCO
CISCO SYS INC
+$11.1K
2,024
-3%
减持
ADSK
AUTODESK INC
+$11.0K
389
-7%
减持
LEN
LENNAR CORP
-$10.8K
96
-49%
建仓
VOE
VANGUARD INDEX FDS
+$10.5K
64
建仓
VOT
VANGUARD INDEX FDS
+$10.5K
37
减持
MCK
MCKESSON CORP
-$10.2K
144
-16%
减持
ITW
ILLINOIS TOOL WKS INC
-$9.9K
302
-11%
减持
CNS
COHEN & STEERS INC
-$9.7K
121
-49%
减持
—
MEDTRONIC PLC
-$8.8K
1,938
-2%
清仓
MMM
3M CO
-$8.5K
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
-$8.3K
406
+10%
减持
LMT
LOCKHEED MARTIN CORP
-$8.3K
503
-7%
减持
COO
COOPER COS INC
-$8.2K
453
-5%
减持
VNQ
VANGUARD INDEX FDS
-$8.2K
2,207
-2%
减持
VTR
VENTAS INC
-$8.2K
117
-48%
建仓
PCVX
VAXCYTE INC
+$8.1K
250
减持
BLK
BLACKROCK INC
+$7.9K
123
-4%
减持
WMT
WALMART INC
-$7.5K
2,806
-13%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$7.3K
248
减持
NEE
NEXTERA ENERGY INC
-$7.1K
1,579
-4%
清仓
INCY
INCYTE CORP
-$7.1K
0
-100%
减持
JKHY
HENRY JACK & ASSOC INC
-$6.5K
646
-4%
建仓
VBK
VANGUARD INDEX FDS
+$5.5K
20
减持
ADBE
ADOBE INC
-$5.4K
445
-4%
增持
IAU
ISHARES GOLD TR
+$5.4K
446
+17%
清仓
EXEL
EXELIXIS INC
-$5.2K
0
-100%
清仓
GH
GUARDANT HEALTH INC
-$5.1K
0
-100%
增持
—
CUSHMAN WAKEFIELD PLC
+$4.8K
1,746
+23%
清仓
PHIN
PHINIA INC
-$4.8K
0
-100%
清仓
BIIB
BIOGEN INC
-$4.5K
0
-100%
增持
LLY
ELI LILLY & CO
-$4.5K
132
+2%
减持
J
JACOBS SOLUTIONS INC
+$4.5K
1,155
-5%
减持
DIVO
AMPLIFY ETF TR
+$4.3K
3,736
-2%
减持
FTNT
FORTINET INC
+$3.5K
1,876
-7%
减持
BBWI
BATH & BODY WORKS INC
-$2.7K
2,205
-3%
减持
SPG
SIMON PPTY GROUP INC NEW
-$2.5K
35
-29%
增持
VAW
VANGUARD WORLD FD
+$2.5K
384
+0%
清仓
MRP
MILLROSE PPTYS INC
-$2.5K
0
-100%
清仓
MYGN
MYRIAD GENETICS INC
-$2.4K
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$2.4K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$2.4K
1,304
-16%
减持
XLP
SELECT SECTOR SPDR TR
-$2.1K
222
-10%
