Dynamic Advisor Solutions LLC
PHOENIX AZ · SEC CIK 0001599747
$31.73亿2026Q1 申报市值
963持仓数
15.8%前十大占比 · 第一大 3.1%
65 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHM 加仓+$1,465.11万
VXUS 加仓+$1,037.96万
FTCB 加仓+$950.26万
JEPI 加仓+$465.17万
DUK 加仓+$311.24万
2026Q1 卖出最多 按季末市值估算
JPME 减仓-$1,531.04万
VOO 减仓-$555.84万
LLY 减仓-$480.22万
PAYX 减仓-$290.66万
QQQ 减仓-$276.18万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -6,713 | -100.0% | -$220.58万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -9,098 | -100.0% | -$167.28万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -6,156 | -100.0% | -$138.46万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -33,367 | -100.0% | -$126.66万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,601 | -100.0% | -$121.22万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -4,299 | -100.0% | -$87.20万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,798 | -100.0% | -$80.20万 | 清仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -9,711 | -100.0% | -$77.56万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -25,620 | -100.0% | -$67.46万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -38,250 | -100.0% | -$58.37万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -34,796 | -100.0% | -$39.88万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -7,290 | -100.0% | -$35.33万 | 清仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -7,898 | -100.0% | -$35.12万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -4,874 | -100.0% | -$34.98万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -6,582 | -100.0% | -$31.65万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,617 | -100.0% | -$31.01万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDTT | FLEXSHARES TR | $0 | 0.00% | 0 | -12,535 | -100.0% | -$30.16万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,568 | -100.0% | -$27.08万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,217 | -100.0% | -$26.14万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -974 | -100.0% | -$25.45万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,694 | -100.0% | -$23.08万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -378 | -100.0% | -$22.92万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,725 | -100.0% | -$22.51万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -8,748 | -100.0% | -$22.40万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,098 | -100.0% | -$21.31万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -5,586 | -100.0% | -$20.99万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,339 | -100.0% | -$20.43万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -5,334 | -100.0% | -$20.02万 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -34,077 | -100.0% | -$17.96万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -41,643 | -100.0% | -$3.07万 | 清仓 |
| — | SEASTAR MEDICAL HOLDING CORP | $0 | 0.00% | 0 | -29,278 | -100.0% | -$7,027 | 清仓 |
| — | GABELLI EQUITY TR INC | $851 | 0.00% | 121,630 | 121,630 | — | $851 | 新建仓 |
| — | ETF SER SOLUTIONS 看涨期权 | $2,427 | 0.00% | 10,000 | 10,000 | — | $2,427 | 新建仓 |
| — | NET POWER INC | $2,808 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $8,241 | 0.00% | 10,488 | 0 | 0.0% | — | 不变 |
| — | IMMUNIC INC | $1.11万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PLATINUM GROUP METALS LTD | $2.06万 | 0.00% | 11,630 | -1,575 | -11.9% | -$2,788 | 减仓 |
| PLUG | PLUG PWR INC | $2.37万 | 0.00% | 10,479 | 10,479 | — | $2.37万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $2.74万 | 0.00% | 12,037 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $4.53万 | 0.00% | 11,500 | 11,500 | — | $4.53万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.24万 | 0.00% | 10,421 | -312 | -2.9% | -$1,569 | 减仓 |
| NWL | NEWELL BRANDS INC | $7.13万 | 0.00% | 20,799 | 3,800 | 22.4% | $1.30万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $7.80万 | 0.00% | 22,156 | -16,748 | -43.0% | -$5.90万 | 减仓 |
| WIT | WIPRO LTD | $8.73万 | 0.00% | 41,179 | 4,212 | 11.4% | $8,929 | 加仓 |
| — | WESTERN COPPER & GOLD CORP | $9.14万 | 0.00% | 36,140 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $9.50万 | 0.00% | 10,205 | -1,154 | -10.2% | -$1.07万 | 减仓 |
| — | BOS BETTER ONLINE SOLUTIONS | $9.74万 | 0.00% | 21,686 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $10.80万 | 0.00% | 12,025 | 370 | 3.2% | $3,323 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $10.92万 | 0.00% | 12,116 | -326 | -2.6% | -$2,937 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $10.98万 | 0.00% | 15,989 | -79 | -0.5% | -$543 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $11.18万 | 0.00% | 10,856 | 10,856 | — | $11.18万 | 新建仓 |
| — | GABELLI UTIL TR | $11.73万 | 0.00% | 19,382 | 1,631 | 9.2% | $9,867 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $11.78万 | 0.00% | 33,177 | 5,153 | 18.4% | $1.83万 | 加仓 |
| FSK | FS KKR CAP CORP | $13.00万 | 0.00% | 12,774 | 12,774 | — | $13.00万 | 新建仓 |
| — | TIDAL TRUST II | $13.23万 | 0.00% | 12,063 | -824 | -6.4% | -$9,040 | 减仓 |
| — | TIDAL TRUST II | $13.74万 | 0.00% | 11,500 | -500 | -4.2% | -$5,975 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $13.97万 | 0.00% | 14,150 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $14.72万 | 0.00% | 10,209 | -139 | -1.3% | -$2,004 | 重新持有 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.76万 | 0.00% | 10,703 | 10,703 | — | $14.76万 | 新建仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $15.20万 | 0.00% | 10,486 | -758 | -6.7% | -$1.10万 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $15.32万 | 0.00% | 12,610 | 109 | 0.9% | $1,324 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $15.74万 | 0.00% | 15,166 | 79 | 0.5% | $820 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $15.91万 | 0.01% | 12,364 | 82 | 0.7% | $1,055 | 加仓 |
| — | CREDIT SUISSE ASSET MGMT | $17.25万 | 0.01% | 67,385 | 3,545 | 5.6% | $9,075 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $18.06万 | 0.01% | 13,948 | 6 | 0.0% | $78 | 加仓 |
| F | FORD MTR CO | $18.21万 | 0.01% | 15,779 | -148 | -0.9% | -$1,708 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.02万 | 0.01% | 1,267 | -111 | -8.1% | -$1.75万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $20.04万 | 0.01% | 4,287 | 4,287 | — | $20.04万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $20.07万 | 0.01% | 9,489 | -768 | -7.5% | -$1.62万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $20.15万 | 0.01% | 3,151 | 3,151 | — | $20.15万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $20.17万 | 0.01% | 4,431 | -586 | -11.7% | -$2.67万 | 减仓 |
| SAN | BANCO SANTANDER SA | $20.20万 | 0.01% | 17,908 | 1,373 | 8.3% | $1.55万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $20.24万 | 0.01% | 9,337 | -1,036 | -10.0% | -$2.25万 | 减仓 |
| IUSG | ISHARES TR | $20.26万 | 0.01% | 1,306 | -89 | -6.4% | -$1.38万 | 减仓 |
| GM | GENERAL MTRS CO | $20.33万 | 0.01% | 2,729 | -1 | -0.0% | -$75 | 减仓 |
| XBB | BONDBLOXX ETF TRUST | $20.34万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $20.38万 | 0.01% | 2,580 | 2,580 | — | $20.38万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $20.39万 | 0.01% | 4,500 | 18 | 0.4% | $815 | 加仓 |
| NUMG | NUSHARES ETF TR | $20.45万 | 0.01% | 4,977 | -2,607 | -34.4% | -$10.71万 | 减仓 |
| PGR | PROGRESSIVE CORP | $20.46万 | 0.01% | 1,032 | -145 | -12.3% | -$2.87万 | 减仓 |
| D | DOMINION ENERGY INC | $20.49万 | 0.01% | 3,314 | -135 | -3.9% | -$8,346 | 减仓 |
| ARKW | ARK ETF TR | $20.51万 | 0.01% | 1,701 | -29 | -1.7% | -$3,497 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.53万 | 0.01% | 1,871 | -171 | -8.4% | -$1.88万 | 减仓 |
| — | EATON VANCE FLOATING RATE IN | $20.58万 | 0.01% | 19,178 | 256 | 1.4% | $2,747 | 加仓 |
| EUSB | ISHARES TR | $20.64万 | 0.01% | 4,745 | -3,151 | -39.9% | -$13.71万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $20.80万 | 0.01% | 2,898 | 37 | 1.3% | $2,655 | 加仓 |
| MKL | MARKEL GROUP INC | $20.86万 | 0.01% | 109 | 1 | 0.9% | $1,914 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $20.92万 | 0.01% | 3,665 | 1 | 0.0% | $57 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $20.97万 | 0.01% | 1,321 | 89 | 7.2% | $1.41万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.98万 | 0.01% | 743 | 743 | — | $20.98万 | 新建仓 |