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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 89
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.6M
209,268
+31%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$2.2M
121,034
+23%
减持
EWU
ISHARES MSCI UNITED KINGDOM ETF
-$1.8M
19,205
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。
-70%
减持
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$1.3M
55,621
-43%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.2M
57,561
+31%
增持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
+$1.0M
50,205
+22%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.0M
89,211
+18%
增持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
+$881.1K
45,037
+53%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$856.8K
99,109
+5%
增持
VTV
VANGUARD VALUE ETF
+$836.2K
58,175
+6%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$824.2K
192,591
+10%
增持
VO
VANGUARD MID-CAP ETF
+$760.0K
7,306
+58%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$634.5K
26,333
+41%
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$628.8K
8,753
+68%
减持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
-$569.3K
588
-92%
增持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$518.8K
7,715
+34968%
增持
EWG
ISHARES MSCI GERMANY ETF
+$487.8K
28,364
+64%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$482.9K
4,491
+18%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$466.1K
146,385
+6%
增持
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$413.0K
27,162
+11%
增持
FLGB
FRANKLIN FTSE UNITED KINGDOM ETF
+$365.9K
11,355
+2022%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$356.8K
15,359
-42%
增持
GILD
GILEAD SCIENCES INC COM
+$336.7K
4,389
+141%
减持
GDX
VANECK GOLD MINERS ETF
+$276.0K
34,026
-2%
增持
NVDA
NVIDIA CORPORATION COM
+$251.0K
4,618
+41%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$229.8K
29,204
-7%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$227.2K
273
-90%
增持
MSFT
MICROSOFT CORP COM
+$217.3K
2,270
+34%
增持
AVGO
BROADCOM INC COM
+$207.1K
1,260
+82%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$199.4K
49,161
+1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$196.4K
22,444
+14%
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$169.2K
1,775
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$168.5K
1,286
增持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$167.4K
18,576
+9%
建仓
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
+$155.1K
1,000
减持
EFA
ISHARES MSCI EAFE ETF
+$145.4K
60,358
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$144.6K
23,597
+14%
减持
EWJ
ISHARES MSCI JAPAN ETF
-$136.3K
39,234
-5%
增持
AAPL
APPLE INC COM
+$136.0K
3,253
+11%
建仓
GNTX
GENTEX CORP COM
+$135.7K
5,833
增持
AMZN
AMAZON COM INC COM
+$117.7K
3,202
+13%
增持
SCHW
SCHWAB CHARLES CORP COM
+$114.5K
2,297
+91%
增持
COF
CAPITAL ONE FINL CORP COM
+$113.8K
1,644
+23%
增持
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
+$113.5K
21,953
+7%
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$110.2K
967
增持
—
EXXON MOBIL CORP COM
+$106.8K
3,107
+31%
增持
CTVA
CORTEVA INC COM
+$103.1K
1,681
+1084%
减持
—
MEDTRONIC PLC SHS
-$101.2K
818
-57%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$100.7K
164
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$100.4K
1,089
-32%
增持
V
VISA INC COM CL A
+$96.8K
867
+43%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$95.3K
2,444
+1%
增持
WMT
WALMART INC COM
+$95.0K
3,472
+23%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$94.2K
10,341
-8%
增持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$93.1K
1,398
+606%
增持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$91.1K
10,371
+157%
增持
BBWI
BATH & BODY WORKS INC COM
+$87.5K
8,290
+170%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$85.5K
92,057
-4%
增持
CVX
CHEVRON CORP NEW COM
+$82.3K
2,217
+35%
增持
CME
CME GROUP INC COM
+$82.1K
1,213
+32%
增持
CRM
SALESFORCE INC COM
+$81.7K
1,729
+9%
增持
META
META PLATFORMS INC CL A
+$77.4K
767
+31%
增持
TRV
TRAVELERS COMPANIES INC COM
+$76.9K
1,244
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$73.3K
556
+36%
减持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$71.8K
51,770
-4%
增持
KO
COCA COLA CO COM
+$71.2K
1,639
+151%
增持
LLY
ELI LILLY & CO COM
+$70.4K
216
+2%
增持
ADSK
AUTODESK INC COM
+$69.3K
673
+65%
增持
HD
HOME DEPOT INC COM
+$67.9K
660
+68%
增持
MRK
MERCK & CO INC COM
+$66.0K
1,343
+50%
增持
QLTA
ISHARES AAA-A RATED CORPORATE BOND ETF
+$59.8K
27,067
+6%
减持
APD
AIR PRODS & CHEMS INC COM
-$58.1K
340
-35%
增持
XBI
STATE STREET SPDR S&P BIOTECH ETF
+$55.8K
2,201
+4%
增持
JKHY
HENRY JACK & ASSOC INC COM
+$55.2K
851
+27%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$55.1K
149
-51%
增持
ADBE
ADOBE INC COM
+$53.0K
863
+22%
增持
NEE
NEXTERA ENERGY INC COM
+$50.4K
2,469
+26%
减持
PEP
PEPSICO INC COM
-$49.5K
100
-78%
增持
NOW
SERVICENOW INC COM
+$49.2K
3,415
+563%
增持
LMT
LOCKHEED MARTIN CORP COM
+$48.8K
750
+19%
减持
TSLA
TESLA INC COM
-$47.1K
272
-29%
增持
HON
HONEYWELL INTL INC COM
+$44.5K
1,578
+26%
减持
CSCO
CISCO SYS INC COM
-$43.1K
1,109
-41%
增持
BWA
BORGWARNER INC COM
+$43.0K
5,251
+19%
增持
MET
METLIFE INC COM
+$42.4K
2,685
+30%
增持
FTNT
FORTINET INC COM
+$41.8K
3,055
+28%
增持
TMUS
T-MOBILE US INC COM
+$41.3K
951
+50%
增持
PPL
PPL CORP COM
+$38.4K
5,364
+33%
增持
J
JACOBS SOLUTIONS INC COM
+$38.1K
1,877
+34%
减持
ABNB
AIRBNB INC COM CL A
-$37.5K
749
-35%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$35.8K
1,352
+390%
增持
COST
COSTCO WHSL CORP NEW COM
+$34.2K
600
+15%
增持
DPZ
DOMINOS PIZZA INC COM
+$32.8K
464
+25%
减持
COPX
GLOBAL X COPPER MINERS ETF
+$30.7K
27,133
-15%
增持
JNJ
JOHNSON & JOHNSON COM
+$30.4K
893
+7%
减持
GLD
SPDR GOLD SHARES
+$30.2K
1,218
-4%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$28.9K
1,052
增持
AVB
AVALONBAY CMNTYS INC COM
+$28.8K
1,205
+23%
减持
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
-$28.7K
5,741
-18%
增持
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
+$27.8K
1,642
+215%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$26.9K
6,747
+12%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$25.5K
563
-9%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$25.4K
484
+39%
减持
SNPS
SYNOPSYS INC COM
-$25.2K
64
-43%
增持
LH
LABCORP HOLDINGS INC COM SHS
+$23.4K
862
+28%
增持
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
+$23.0K
515
+11%
增持
MDLZ
MONDELEZ INTL INC CL A
+$22.9K
959
+109%
建仓
ANGX
ANGEL STUDIOS INC CL A COM
+$21.9K
4,681
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$20.8K
3,114
+13%
增持
COO
COOPER COS INC COM
+$20.4K
1,486
+0%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUNIT COM
+$20.3K
2,499
增持
ROK
ROCKWELL AUTOMATION INC COM
+$20.2K
103
+81%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$19.0K
422
+17%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$18.3K
571
+22%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$17.6K
265
-59%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$16.4K
190
-68%
减持
DG
DOLLAR GEN CORP NEW COM
-$16.2K
62
-74%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$16.1K
570
-13%
增持
JPM
JPMORGAN CHASE & CO. COM
+$16.0K
1,527
+1%
增持
IEX
IDEX CORP COM
+$16.0K
634
+7%
减持
GIS
GENERAL MLS INC COM
-$14.2K
321
-44%
增持
BBC
VIRTUS LIFESCI BIOTECH CLINICAL TRIALS ETF
+$13.9K
927
+16%
减持
BXP
BXP INC COM
-$12.1K
37
-81%
减持
EMR
EMERSON ELEC CO COM
-$11.9K
531
-15%
建仓
—
CUSHMAN AND WAKEFIELD LTD COMMON SHARES
+$11.9K
733
清仓
—
CUSHMAN WAKEFIELD PLC
-$11.7K
0
-100%
减持
KLAC
KLA CORP COM NEW
-$11.3K
194
-15%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$11.2K
466
+27%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$11.2K
124
减持
LULU
LULULEMON ATHLETICA INC COM
+$11.0K
617
-6%
建仓
VRNS
VARONIS SYS INC COM
+$10.2K
310
减持
OMC
OMNICOM GROUP INC COM
-$9.9K
682
-14%
减持
DOC
HEALTHPEAK PROPERTIES INC COM
-$9.6K
523
-44%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$9.4K
4,417
+5%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$8.5K
100
-31%
清仓
—
KELLANOVA
-$8.2K
0
-100%
建仓
XLRE
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
+$8.1K
200
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$6.8K
27
清仓
EXAS
EXACT SCIENCES CORP
-$6.1K
0
-100%
清仓
OEF
ISHARES TR
-$6.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
-$5.5K
716
-16%
建仓
CHWY
CHEWY INC CL A
+$5.3K
160
减持
PCVX
VAXCYTE INC COM
-$5.0K
86
-66%
减持
GPCR
STRUCTURE THERAPEUTICS INC SPONSORED ADS
-$5.0K
150
-73%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$4.1K
4,518
-1%
增持
EQR
EQUITY RESIDENTIAL SH BEN INT
+$4.0K
323
+28%
增持
O
REALTY INCOME CORP COM
+$3.9K
501
+25%
增持
RYN
RAYONIER INC COM
-$3.6K
987
+5%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$3.6K
71
+39%
减持
GEV
GE VERNOVA INC COM
-$3.2K
44
-15%
