Dynamic Advisor Solutions LLC
PHOENIX AZ · SEC CIK 0001599747
$35.29亿2026Q2 申报市值
1,045持仓数
16.2%前十大占比 · 第一大 3.2%
123 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BKGI 新建仓+$749.12万
FBND 加仓+$575.38万
GSLC 加仓+$498.18万
GTO 加仓+$394.40万
VOO 加仓+$372.87万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$2,546.96万
VTI 减仓-$887.11万
PANW 减仓-$433.94万
VTV 减仓-$403.53万
MA 减仓-$359.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $392.01万 | 0.11% | 73,811 | -8,372 | -10.2% | -$44.46万 | 减仓 |
| SUB | ISHARES TR | $394.62万 | 0.11% | 37,064 | 2,948 | 8.6% | $31.39万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $397.42万 | 0.11% | 143,526 | 27,958 | 24.2% | $77.42万 | 加仓 |
| ASML | ASML HLDG NV | $399.57万 | 0.11% | 2,008 | -265 | -11.7% | -$52.73万 | 减仓 |
| AGG | ISHARES TR | $399.61万 | 0.11% | 40,373 | -1,894 | -4.5% | -$18.75万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $404.39万 | 0.11% | 19,630 | 1,064 | 5.7% | $21.92万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $410.74万 | 0.12% | 58,619 | 4,519 | 8.4% | $31.66万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $412.64万 | 0.12% | 10,376 | -223 | -2.1% | -$8.87万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $414.57万 | 0.12% | 84,126 | -2,608 | -3.0% | -$12.85万 | 减仓 |
| ITOT | ISHARES TR | $418.59万 | 0.12% | 25,482 | 5,831 | 29.7% | $95.78万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $418.96万 | 0.12% | 80,337 | -943 | -1.2% | -$4.92万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $419.88万 | 0.12% | 29,035 | -2,259 | -7.2% | -$32.67万 | 减仓 |
| PWR | QUANTA SVCS INC | $427.05万 | 0.12% | 5,931 | -1,810 | -23.4% | -$130.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $429.90万 | 0.12% | 17,460 | 422 | 2.5% | $10.39万 | 加仓 |
| ETN | EATON CORP PLC | $431.98万 | 0.12% | 10,138 | -796 | -7.3% | -$33.92万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $439.71万 | 0.12% | 479,508 | 45,941 | 10.6% | $42.13万 | 加仓 |
| XME | SPDR SERIES TRUST | $443.55万 | 0.13% | 41,480 | 899 | 2.2% | $9.61万 | 加仓 |
| UNP | UNION PAC CORP | $444.86万 | 0.13% | 16,355 | 198 | 1.2% | $5.39万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $448.55万 | 0.13% | 55,268 | 1,014 | 1.9% | $8.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $452.51万 | 0.13% | 62,892 | -140 | -0.2% | -$1.01万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $456.30万 | 0.13% | 50,643 | 9,441 | 22.9% | $85.06万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $458.00万 | 0.13% | 90,194 | -1,073 | -1.2% | -$5.45万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $459.97万 | 0.13% | 382,350 | 32,564 | 9.3% | $39.17万 | 加仓 |
| DBEF | DBX ETF TR | $476.26万 | 0.13% | 87,178 | -506 | -0.6% | -$2.76万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $481.55万 | 0.14% | 108,262 | -3,005 | -2.7% | -$13.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $481.96万 | 0.14% | 52,335 | 1,353 | 2.7% | $12.46万 | 加仓 |
| DHI | D R HORTON INC | $485.66万 | 0.14% | 29,817 | 947 | 3.3% | $15.42万 | 加仓 |
| GOVT | ISHARES TR | $487.71万 | 0.14% | 214,097 | -1,314 | -0.6% | -$2.99万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $488.71万 | 0.14% | 50,648 | 2,981 | 6.3% | $28.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $489.17万 | 0.14% | 11,769 | -1,788 | -13.2% | -$74.32万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $491.52万 | 0.14% | 103,982 | 28,475 | 37.7% | $134.60万 | 加仓 |
| SDOG | ALPS ETF TR | $498.00万 | 0.14% | 72,999 | 52 | 0.1% | $3,547 | 加仓 |
| VUG | VANGUARD INDEX FDS | $499.58万 | 0.14% | 57,996 | -9,402 | -13.9% | -$80.99万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $505.30万 | 0.14% | 47,005 | 4,539 | 10.7% | $48.79万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $507.32万 | 0.14% | 144,823 | -3,046 | -2.1% | -$10.67万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $510.80万 | 0.14% | 139,831 | -4,237 | -2.9% | -$15.48万 | 减仓 |
| IEI | ISHARES TR | $520.31万 | 0.15% | 44,300 | -139 | -0.3% | -$1.63万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $520.90万 | 0.15% | 89,502 | 1,433 | 1.6% | $8.34万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $522.00万 | 0.15% | 45,120 | -402 | -0.9% | -$4.65万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $524.25万 | 0.15% | 10,207 | -6,995 | -40.7% | -$359.27万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $532.99万 | 0.15% | 78,369 | 3,908 | 5.2% | $26.58万 | 加仓 |
| EFA | ISHARES TR | $536.38万 | 0.15% | 51,634 | 14,118 | 37.6% | $146.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $545.78万 | 0.15% | 10,713 | 1,593 | 17.5% | $81.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $549.02万 | 0.16% | 12,670 | -868 | -6.4% | -$37.61万 | 减仓 |
| HYLB | DBX ETF TR | $553.38万 | 0.16% | 151,528 | 1,866 | 1.2% | $6.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $563.03万 | 0.16% | 7,787 | -529 | -6.4% | -$38.25万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $566.35万 | 0.16% | 18,693 | 427 | 2.3% | $12.94万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $568.22万 | 0.16% | 235,386 | 14,842 | 6.7% | $35.83万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $570.90万 | 0.16% | 132,336 | 13,980 | 11.8% | $60.31万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $573.50万 | 0.16% | 116,969 | 23,708 | 25.4% | $116.24万 | 加仓 |
| BAC | BANK OF AMER CORP | $576.40万 | 0.16% | 101,158 | -580 | -0.6% | -$3.30万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $579.73万 | 0.16% | 34,126 | 206 | 0.6% | $3.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $584.00万 | 0.17% | 24,681 | -2,078 | -7.8% | -$49.17万 | 减仓 |
| DGRW | WISDOMTREE TR | $584.37万 | 0.17% | 61,114 | 4,902 | 8.7% | $46.87万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $594.80万 | 0.17% | 122,489 | 8,682 | 7.6% | $42.16万 | 加仓 |
| RTX | RTX CORPORATION | $596.56万 | 0.17% | 31,443 | 2,062 | 7.0% | $39.12万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $597.92万 | 0.17% | 53,717 | 5,853 | 12.2% | $65.15万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $601.71万 | 0.17% | 132,712 | -3,937 | -2.9% | -$17.85万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $602.79万 | 0.17% | 77,370 | -13,122 | -14.5% | -$102.23万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $612.22万 | 0.17% | 5,304 | -1,199 | -18.4% | -$138.40万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $615.96万 | 0.17% | 18,210 | 1,146 | 6.7% | $38.76万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $618.49万 | 0.18% | 43,231 | -434 | -1.0% | -$6.21万 | 减仓 |
| IWF | ISHARES TR | $623.90万 | 0.18% | 50,246 | 1,430 | 2.9% | $17.76万 | 加仓 |
| BLK | BLACKROCK INC | $624.80万 | 0.18% | 6,498 | -6 | -0.1% | -$5,769 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $626.88万 | 0.18% | 123,317 | -1,346 | -1.1% | -$6.84万 | 减仓 |
| KO | COCA COLA CO | $631.15万 | 0.18% | 77,661 | 2,798 | 3.7% | $22.74万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $631.88万 | 0.18% | 322,882 | 3,915 | 1.2% | $7.66万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $632.77万 | 0.18% | 40,041 | -341 | -0.8% | -$5.39万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $640.15万 | 0.18% | 218,481 | 9,659 | 4.6% | $28.30万 | 加仓 |
| — | ETF SER SOLUTIONS | $640.21万 | 0.18% | 239,778 | 11,227 | 4.9% | $29.98万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $646.89万 | 0.18% | 36,022 | -188 | -0.5% | -$3.38万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $647.85万 | 0.18% | 18,998 | -12,725 | -40.1% | -$433.94万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $652.93万 | 0.19% | 106,236 | -2,055 | -1.9% | -$12.63万 | 减仓 |
| ING | ING GROEP N.V. | $660.15万 | 0.19% | 210,374 | 1,711 | 0.8% | $5.37万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $689.10万 | 0.20% | 88,830 | 2,694 | 3.1% | $20.90万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $695.67万 | 0.20% | 5,800 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $699.35万 | 0.20% | 11,025 | -467 | -4.1% | -$29.62万 | 减仓 |
| IQLT | ISHARES TR | $702.60万 | 0.20% | 141,796 | 4,970 | 3.6% | $24.63万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $716.59万 | 0.20% | 56,612 | 2,166 | 4.0% | $27.42万 | 加仓 |
| AMGN | AMGEN INC | $732.82万 | 0.21% | 20,237 | 500 | 2.5% | $18.11万 | 加仓 |
| INTC | INTEL CORP | $736.38万 | 0.21% | 52,738 | 1,025 | 2.0% | $14.31万 | 加仓 |
| ICSH | ISHARES TR | $741.63万 | 0.21% | 146,625 | 33,037 | 29.1% | $167.10万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $742.30万 | 0.21% | 247,349 | 2,039 | 0.8% | $6.12万 | 加仓 |
| LDUR | PIMCO ETF TR | $744.37万 | 0.21% | 77,855 | 7,694 | 11.0% | $73.56万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $749.12万 | 0.21% | 166,581 | 166,581 | — | $749.12万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $751.25万 | 0.21% | 7,428 | 2,444 | 49.0% | $247.18万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $751.68万 | 0.21% | 137,493 | -309 | -0.2% | -$1.69万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $754.13万 | 0.21% | 48,348 | -140 | -0.3% | -$2.18万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $761.34万 | 0.22% | 45,194 | -1,491 | -3.2% | -$25.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $764.33万 | 0.22% | 94,865 | 2,205 | 2.4% | $17.77万 | 加仓 |
| KLAC | KLA CORP | $774.86万 | 0.22% | 25,682 | -5,408 | -17.4% | -$163.17万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $781.49万 | 0.22% | 230,937 | 56,904 | 32.7% | $192.56万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $783.20万 | 0.22% | 61,991 | 6,569 | 11.9% | $82.99万 | 加仓 |
| NFLX | NETFLIX INC. | $787.81万 | 0.22% | 110,338 | 40,506 | 58.0% | $289.21万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $791.42万 | 0.22% | 231,917 | -5,142 | -2.2% | -$17.55万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $794.10万 | 0.23% | 37,322 | -3,612 | -8.8% | -$76.85万 | 减仓 |
| IGSB | ISHARES TR | $797.37万 | 0.23% | 152,140 | -933 | -0.6% | -$4.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $800.23万 | 0.23% | 28,457 | 1,209 | 4.4% | $34.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $806.62万 | 0.23% | 308,340 | -6,250 | -2.0% | -$16.35万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $815.93万 | 0.23% | 69,935 | -18,708 | -21.1% | -$218.27万 | 减仓 |