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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 136 项
建仓 11
增持 75
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
75,798
减持
SGOV
ISHARES TR
-$4.5M
98,498
-31%
减持
EFA
ISHARES TR
-$4.4M
60,520
-46%
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
VMBS
VANGUARD SCOTTSDALE FDS
+$3.7M
175,531
+78%
建仓
IGV
ISHARES TR
+$2.1M
18,682
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.0M
138,377
+31%
增持
XLF
SELECT SECTOR SPDR TR
+$1.5M
29,434
+3476%
增持
SPYG
SPDR SERIES TRUST
+$1.5M
41,285
+42%
增持
IGM
ISHARES TR
+$1.4M
94,832
+1%
减持
PFF
ISHARES TR
-$1.3M
26,323
-62%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.3M
6,048
-81%
减持
EMB
ISHARES TR
-$1.3M
2,663
-84%
增持
XLC
SELECT SECTOR SPDR TR
+$1.1M
17,060
+109%
增持
IEF
ISHARES TR
+$1.1M
31,495
+52%
减持
GDX
VANECK ETF TRUST
+$740.3K
34,587
-5%
减持
BND
VANGUARD BD INDEX FDS
-$732.1K
159,662
-7%
建仓
EWG
ISHARES INC
+$717.7K
17,248
减持
XLK
SELECT SECTOR SPDR TR
-$630.4K
145
-95%
减持
VTV
VANGUARD INDEX FDS
+$406.0K
55,095
-1%
增持
REZ
ISHARES TR
+$384.7K
7,272
+157%
增持
EMXC
ISHARES INC
+$330.4K
44,010
+5%
增持
GOOGL
ALPHABET INC
+$309.7K
3,796
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$276.0K
20,745
+21%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$231.1K
95,434
+1%
增持
EFV
ISHARES TR
+$214.3K
48,816
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$207.7K
24,428
-0%
减持
TLT
ISHARES TR
-$188.7K
19,691
-11%
减持
EWJ
ISHARES INC
+$173.3K
41,192
-1%
增持
AAPL
APPLE INC
+$171.0K
2,939
+4%
建仓
MET
METLIFE INC
+$169.6K
2,059
减持
COPX
GLOBAL X FDS
+$164.9K
32,055
-18%
增持
MSFT
MICROSOFT CORP
+$157.3K
1,700
+17%
增持
SMLF
ISHARES TR
+$144.0K
20,583
+1%
增持
NVDA
NVIDIA CORPORATION
+$135.2K
3,271
+9%
增持
VO
VANGUARD INDEX FDS
+$111.1K
4,631
+4%
减持
SPSB
SPDR SERIES TRUST
-$102.4K
96,938
-4%
建仓
IEX
IDEX CORP
+$96.8K
595
减持
MDLZ
MONDELEZ INTL INC
-$92.3K
459
-74%
减持
AFL
AFLAC INC
-$90.6K
889
-51%
减持
QLTA
ISHARES TR
-$83.6K
25,621
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$81.0K
629
+25%
减持
ITA
ISHARES TR
-$78.4K
1,597
-27%
增持
AMZN
AMAZON COM INC
+$78.0K
2,830
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$77.4K
1,509
+10%
增持
ADBE
ADOBE INC
+$76.9K
706
+59%
减持
XLU
SELECT SECTOR SPDR TR
-$76.4K
4,032
-23%
增持
AVB
AVALONBAY CMNTYS INC
+$73.9K
982
+73%
增持
COO
COOPER COS INC
+$69.2K
1,479
+226%
增持
TMUS
T-MOBILE US INC
+$65.8K
634
+76%
减持
EWU
ISHARES TR
-$62.6K
63,291
-8%
减持
APD
AIR PRODS & CHEMS INC
-$61.8K
521
-28%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$60.7K
620
+5%
增持
META
META PLATFORMS INC
+$59.8K
584
+17%
减持
SPIB
SPDR SERIES TRUST
-$59.6K
53,767
-4%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$59.4K
6,998
-28%
增持
LLY
ELI LILLY & CO
+$58.9K
212
+61%
增持
J
JACOBS SOLUTIONS INC
+$58.7K
1,405
+22%
减持
LRCX
LAM RESEARCH CORP
+$52.7K
2,413
-13%
增持
SUB
ISHARES TR
+$51.3K
11,215
+4%
减持
MCK
MCKESSON CORP
-$50.7K
71
-51%
增持
TSLA
TESLA INC
+$49.7K
381
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$49.0K
655
-40%
增持
ITW
ILLINOIS TOOL WKS INC
+$47.6K
469
+55%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$46.9K
2,754
-23%
增持
MUB
ISHARES TR
+$44.6K
3,394
+12%
增持
NOW
SERVICENOW INC
+$44.2K
515
+23%
增持
AVGO
BROADCOM INC
+$44.0K
694
+3%
增持
CRM
SALESFORCE INC
+$42.0K
1,588
+30%
增持
VUG
VANGUARD INDEX FDS
+$39.5K
821
+2%
增持
CVX
CHEVRON CORP NEW
+$39.4K
1,646
+9%
增持
NEE
NEXTERA ENERGY INC
+$38.2K
1,958
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$36.1K
410
+17%
增持
PEP
PEPSICO INC
+$34.2K
455
+102%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$29.6K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$28.2K
4,200
+12%
增持
BLK
BLACKROCK INC
+$27.2K
134
+9%
增持
COST
COSTCO WHSL CORP NEW
+$26.8K
522
+13%
减持
BWA
BORGWARNER INC
+$26.1K
4,405
-12%
减持
ROK
ROCKWELL AUTOMATION INC
-$25.9K
57
-59%
增持
LH
LABCORP HOLDINGS INC
+$25.7K
672
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$25.4K
302
+19%
增持
TRV
TRAVELERS COMPANIES INC
+$23.9K
1,017
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$23.4K
5,218
+0%
增持
HD
HOME DEPOT INC
+$21.0K
393
+4%
增持
PPL
PPL CORP
+$20.9K
4,021
+6%
增持
LULU
LULULEMON ATHLETICA INC
+$20.8K
659
+62%
增持
HON
HONEYWELL INTL INC
-$19.8K
1,251
+3%
增持
—
EXXON MOBIL CORP
+$17.7K
2,369
+2%
增持
WMT
WALMART INC
+$17.5K
2,832
+1%
减持
JNJ
JOHNSON & JOHNSON
+$17.4K
833
-7%
建仓
FLGB
FRANKLIN TEMPLETON ETF TR
+$17.3K
535
减持
IWM
ISHARES TR
+$17.1K
695
-1%
增持
JKHY
HENRY JACK & ASSOC INC
-$16.3K
672
+4%
增持
CME
CME GROUP INC
+$15.7K
922
+9%
减持
KLAC
KLA CORP
+$15.0K
229
-12%
增持
DPZ
DOMINOS PIZZA INC
+$14.6K
372
+15%
增持
BBWI
BATH & BODY WORKS INC
+$12.9K
3,067
+39%
减持
CSCO
CISCO SYS INC
-$11.9K
1,879
-7%
增持
MRK
MERCK & CO INC
+$11.2K
898
+11%
减持
GILD
GILEAD SCIENCES INC
-$11.0K
1,820
-5%
减持
—
MEDTRONIC PLC
+$10.9K
1,888
-3%
清仓
LEN
LENNAR CORP
-$10.6K
0
-100%
增持
OMC
OMNICOM GROUP INC
+$10.0K
797
+4%
增持
RYN
RAYONIER INC
+$9.7K
942
+37%
增持
ADSK
AUTODESK INC
+$9.5K
409
+5%
增持
EQIX
EQUINIX INC
+$8.4K
30
+58%
增持
PLD
PROLOGIS INC.
+$8.2K
224
+35%
减持
—
CUSHMAN WAKEFIELD PLC
-$7.7K
733
-58%
清仓
VTR
VENTAS INC
-$7.4K
0
-100%
减持
SNPS
SYNOPSYS INC
-$7.3K
112
-8%
增持
VNQ
VANGUARD INDEX FDS
+$6.9K
2,226
+1%
增持
KIM
KIMCO RLTY CORP
+$6.1K
1,151
+27%
建仓
OEF
ISHARES TR
+$6.0K
18
增持
PSA
PUBLIC STORAGE OPER CO
+$4.9K
347
+7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$4.4K
4,548
-3%
减持
COF
CAPITAL ONE FINL CORP
-$4.1K
1,339
-1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$3.9K
51
+46%
减持
SCHW
SCHWAB CHARLES CORP
-$3.9K
1,205
-8%
增持
V
VISA INC
-$3.3K
607
+2%
增持
PINS
PINTEREST INC
-$3.3K
7,251
+10%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$3.1K
32
增持
AMT
AMERICAN TOWER CORP NEW
+$2.9K
367
+20%
建仓
HIMU
BLACKROCK ETF TRUST II
+$2.8K
57
建仓
SCZ
ISHARES TR
+$2.8K
36
减持
XLP
SELECT SECTOR SPDR TR
-$2.5K
198
-11%
增持
FTNT
FORTINET INC
+$2.5K
2,388
+27%
减持
BXP
BXP INC
-$1.7K
197
-19%
增持
O
REALTY INCOME CORP
+$1.5K
401
+1%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$1.5K
22
减持
AMTM
AMENTUM HOLDINGS INC
-$1.3K
1
-98%
增持
INVH
INVITATION HOMES INC
-$1.1K
547
+4%
减持
XLE
SELECT SECTOR SPDR TR
+$1.1K
276
-1%
增持
EXR
EXTRA SPACE STORAGE INC
+$497
105
+8%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$192
0
-100%
减持
AGG
ISHARES TR
-$89
25
-4%
清仓
NKE
NIKE INC
-$71
0
-100%
