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 |
|---|---|---|---|---|---|---|---|---|
| PMAY | INNOVATOR ETFS TRUST | $21.02万 | 0.01% | 5,264 | 5,264 | — | $21.02万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $21.12万 | 0.01% | 404 | 404 | — | $21.12万 | 新建仓 |
| NAPR | INNOVATOR ETFS TRUST | $21.13万 | 0.01% | 3,868 | 3,868 | — | $21.13万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $21.36万 | 0.01% | 4,493 | 4,493 | — | $21.36万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $21.45万 | 0.01% | 2,662 | 2,662 | — | $21.45万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.48万 | 0.01% | 1,133 | -182 | -13.8% | -$3.45万 | 减仓 |
| ITA | ISHARES TR | $21.79万 | 0.01% | 996 | -185 | -15.7% | -$4.05万 | 重新持有 |
| PSP | INVESCO EXCHANGE TRADED FD T | $21.89万 | 0.01% | 3,873 | 106 | 2.8% | $5,990 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $21.95万 | 0.01% | 7,510 | 7,510 | — | $21.95万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $21.99万 | 0.01% | 2,251 | 271 | 13.7% | $2.65万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $22.09万 | 0.01% | 17,448 | -999 | -5.4% | -$1.26万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $22.10万 | 0.01% | 6,248 | -384 | -5.8% | -$1.36万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.35万 | 0.01% | 1,533 | -59 | -3.7% | -$8,603 | 重新持有 |
| MGK | VANGUARD WORLD FD | $22.42万 | 0.01% | 610 | 41 | 7.2% | $1.51万 | 加仓 |
| RBLX | ROBLOX CORP | $22.45万 | 0.01% | 3,970 | -279 | -6.6% | -$1.58万 | 减仓 |
| — | MATTHEWS INTL FDS | $22.47万 | 0.01% | 7,232 | 7,232 | — | $22.47万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.65万 | 0.01% | 4,681 | 9 | 0.2% | $436 | 加仓 |
| AOM | ISHARES TR | $22.67万 | 0.01% | 4,786 | -78 | -1.6% | -$3,695 | 减仓 |
| PPL | PPL CORP | $22.75万 | 0.01% | 5,955 | -78 | -1.3% | -$2,979 | 减仓 |
| HYD | VANECK ETF TRUST | $22.77万 | 0.01% | 4,541 | -13 | -0.3% | -$652 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $22.77万 | 0.01% | 9,592 | -1,253 | -11.6% | -$2.97万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $22.79万 | 0.01% | 3,936 | -266 | -6.3% | -$1.54万 | 减仓 |
| — | OWLET INC | $22.95万 | 0.01% | 44,645 | 0 | 0.0% | — | 不变 |
| ONEY | SPDR SERIES TRUST | $23.13万 | 0.01% | 1,927 | 148 | 8.3% | $1.78万 | 重新持有 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $23.15万 | 0.01% | 4,381 | 4,381 | — | $23.15万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $23.40万 | 0.01% | 6,507 | 6,507 | — | $23.40万 | 新建仓 |
| AGGY | WISDOMTREE TR | $23.42万 | 0.01% | 5,391 | 27 | 0.5% | $1,173 | 加仓 |
| QGRW | WISDOMTREE TR | $23.51万 | 0.01% | 4,400 | 48 | 1.1% | $2,565 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $23.67万 | 0.01% | 4,111 | 37 | 0.9% | $2,130 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $24.00万 | 0.01% | 1,195 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.01万 | 0.01% | 2,912 | 2 | 0.1% | $165 | 加仓 |
| SNDK | SANDISK CORP | $24.14万 | 0.01% | 380 | 380 | — | $24.14万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $24.17万 | 0.01% | 14,683 | 164 | 1.1% | $2,699 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $24.22万 | 0.01% | 5,415 | -66 | -1.2% | -$2,952 | 减仓 |
| VLU | SPDR SERIES TRUST | $24.25万 | 0.01% | 1,128 | -235 | -17.2% | -$5.05万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.50万 | 0.01% | 1,508 | 182 | 13.7% | $2.96万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $24.53万 | 0.01% | 349 | 349 | — | $24.53万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $24.70万 | 0.01% | 1,309 | -183 | -12.3% | -$3.45万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $24.70万 | 0.01% | 7,179 | 1,180 | 19.7% | $4.06万 | 加仓 |
| ORI | OLD REP INTL CORP | $24.90万 | 0.01% | 6,242 | 498 | 8.7% | $1.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.91万 | 0.01% | 9,031 | 9,031 | — | $24.91万 | 新建仓 |
| — | FLEXSHARES TR | $25.06万 | 0.01% | 6,609 | 654 | 11.0% | $2.48万 | 加仓 |
| VOX | VANGUARD WORLD FD | $25.10万 | 0.01% | 1,396 | -383 | -21.5% | -$6.89万 | 减仓 |
| NDAQ | NASDAQ INC | $25.11万 | 0.01% | 2,958 | 74 | 2.6% | $6,282 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $25.15万 | 0.01% | 6,370 | 125 | 2.0% | $4,935 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $25.27万 | 0.01% | 4,735 | 4,735 | — | $25.27万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $25.50万 | 0.01% | 2,637 | -101 | -3.7% | -$9,768 | 减仓 |
| IEF | ISHARES TR | $25.50万 | 0.01% | 2,672 | 333 | 14.2% | $3.18万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $25.63万 | 0.01% | 4,806 | 4,806 | — | $25.63万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $25.84万 | 0.01% | 439 | -14 | -3.1% | -$8,242 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $25.93万 | 0.01% | 13,893 | 150 | 1.1% | $2,799 | 加仓 |
| NUMV | NUSHARES ETF TR | $25.93万 | 0.01% | 6,688 | -4,335 | -39.3% | -$16.81万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $25.93万 | 0.01% | 3,923 | 3,923 | — | $25.93万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.95万 | 0.01% | 11,174 | -629 | -5.3% | -$1.46万 | 减仓 |
| MKSI | MKS INC. | $25.97万 | 0.01% | 1,130 | 1,130 | — | $25.97万 | 新建仓 |
| EMNT | PIMCO ETF TR | $26.20万 | 0.01% | 2,648 | 104 | 4.1% | $1.03万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $26.23万 | 0.01% | 15,456 | 1,801 | 13.2% | $3.06万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $26.33万 | 0.01% | 6,119 | 6,119 | — | $26.33万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $26.34万 | 0.01% | 191 | 191 | — | $26.34万 | 新建仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $26.43万 | 0.01% | 10,765 | -100 | -0.9% | -$2,455 | 减仓 |
| — | MFS GOVT MKTS INCOME TR | $26.48万 | 0.01% | 90,082 | 22,423 | 33.1% | $6.59万 | 加仓 |
| SUSA | ISHARES TR | $26.70万 | 0.01% | 2,021 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $26.74万 | 0.01% | 15,621 | -476 | -3.0% | -$8,149 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $26.78万 | 0.01% | 1,849 | -14 | -0.8% | -$2,028 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $26.81万 | 0.01% | 1,450 | 1,450 | — | $26.81万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $26.90万 | 0.01% | 12,367 | 11 | 0.1% | $239 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $27.01万 | 0.01% | 5,191 | -100 | -1.9% | -$5,203 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $27.07万 | 0.01% | 57,849 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $27.08万 | 0.01% | 5,829 | 5,829 | — | $27.08万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $27.24万 | 0.01% | 20,813 | 8,341 | 66.9% | $10.92万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $27.40万 | 0.01% | 9,979 | 1,281 | 14.7% | $3.52万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $27.61万 | 0.01% | 8,380 | -307 | -3.5% | -$1.01万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $27.72万 | 0.01% | 6,128 | 58 | 1.0% | $2,623 | 加仓 |
| VICI | VICI PPTYS INC | $27.78万 | 0.01% | 10,168 | 545 | 5.7% | $1.49万 | 加仓 |
| ARKG | ARK ETF TR | $27.89万 | 0.01% | 10,555 | 86 | 0.8% | $2,272 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $27.91万 | 0.01% | 8,215 | -1,927 | -19.0% | -$6.55万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $27.98万 | 0.01% | 3,917 | -124 | -3.1% | -$8,856 | 减仓 |
| — | TIDAL TRUST II | $28.12万 | 0.01% | 13,210 | 5,970 | 82.5% | $12.71万 | 加仓 |
| ATNI | ATN INTL INC | $28.13万 | 0.01% | 10,336 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.17万 | 0.01% | 3,875 | 3,875 | — | $28.17万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $28.19万 | 0.01% | 2,981 | 247 | 9.0% | $2.34万 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $28.22万 | 0.01% | 7,754 | 290 | 3.9% | $1.06万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $28.27万 | 0.01% | 6,026 | 430 | 7.7% | $2.02万 | 加仓 |
| STE | STERIS PLC | $28.33万 | 0.01% | 1,281 | -24 | -1.8% | -$5,308 | 减仓 |
| IREN | IREN LIMITED | $28.49万 | 0.01% | 8,310 | 127 | 1.6% | $4,354 | 加仓 |
| — | EA SERIES TRUST | $28.63万 | 0.01% | 6,104 | 6,104 | — | $28.63万 | 新建仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $28.65万 | 0.01% | 4,639 | -252 | -5.2% | -$1.56万 | 减仓 |
| WTV | WISDOMTREE TR | $28.82万 | 0.01% | 3,043 | 138 | 4.8% | $1.31万 | 加仓 |
| WELL | WELLTOWER INC | $28.92万 | 0.01% | 1,463 | 166 | 12.8% | $3.28万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $28.95万 | 0.01% | 12,416 | 2,183 | 21.3% | $5.09万 | 加仓 |
| DAL | DELTA AIR LINES INC | $29.01万 | 0.01% | 4,364 | 876 | 25.1% | $5.82万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $29.09万 | 0.01% | 6,099 | 6,099 | — | $29.09万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $29.28万 | 0.01% | 895 | 100 | 12.6% | $3.27万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $29.31万 | 0.01% | 3,895 | 9 | 0.2% | $677 | 加仓 |
| SNOW | SNOWFLAKE INC | $29.32万 | 0.01% | 1,944 | -127 | -6.1% | -$1.92万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $29.41万 | 0.01% | 5,324 | 21 | 0.4% | $1,160 | 加仓 |
| MET | METLIFE INC | $29.42万 | 0.01% | 4,160 | 1,502 | 56.5% | $10.62万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $29.60万 | 0.01% | 13,955 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $29.70万 | 0.01% | 8,166 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $29.70万 | 0.01% | 4,573 | -2,650 | -36.7% | -$17.21万 | 减仓 |