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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $30.25万 | 0.01% | 2,496 | 159 | 6.8% | $1.93万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $30.37万 | 0.01% | 13,810 | -248 | -1.8% | -$5,454 | 减仓 |
| ROST | ROSS STORES INC | $30.41万 | 0.01% | 1,404 | 176 | 14.3% | $3.81万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $30.54万 | 0.01% | 10,355 | -3,453 | -25.0% | -$10.18万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $30.62万 | 0.01% | 1,148 | 276 | 31.7% | $7.36万 | 重新持有 |
| IDXX | IDEXX LABS INC | $30.79万 | 0.01% | 548 | 34 | 6.6% | $1.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.96万 | 0.01% | 12,335 | -4,453 | -26.5% | -$11.18万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $31.17万 | 0.01% | 1,514 | 40 | 2.7% | $8,235 | 加仓 |
| GIS | GENERAL MILLS INC | $31.39万 | 0.01% | 8,433 | 102 | 1.2% | $3,796 | 加仓 |
| DES | WISDOMTREE TR | $31.55万 | 0.01% | 8,777 | -436 | -4.7% | -$1.57万 | 减仓 |
| CIEN | CIENA CORP | $31.56万 | 0.01% | 813 | 813 | — | $31.56万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $31.73万 | 0.01% | 21,084 | 3,740 | 21.6% | $5.63万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $31.78万 | 0.01% | 5,643 | 228 | 4.2% | $1.28万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $31.97万 | 0.01% | 1,843 | 141 | 8.3% | $2.45万 | 加仓 |
| HAL | HALLIBURTON CO | $31.98万 | 0.01% | 8,202 | 769 | 10.3% | $3.00万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $32.14万 | 0.01% | 2,506 | -12 | -0.5% | -$1,539 | 减仓 |
| SPYV | SPDR SERIES TRUST | $32.16万 | 0.01% | 5,683 | -39 | -0.7% | -$2,207 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $32.16万 | 0.01% | 9,006 | 1,964 | 27.9% | $7.01万 | 加仓 |
| IMCG | ISHARES TR | $32.28万 | 0.01% | 4,098 | 237 | 6.1% | $1.87万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $32.41万 | 0.01% | 2,172 | 127 | 6.2% | $1.90万 | 加仓 |
| SLB | SLB LIMITED | $32.44万 | 0.01% | 6,313 | -295 | -4.5% | -$1.52万 | 减仓 |
| CTVA | CORTEVA INC | $32.48万 | 0.01% | 3,880 | 228 | 6.2% | $1.91万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $32.74万 | 0.01% | 1,663 | -586 | -26.1% | -$11.54万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $32.82万 | 0.01% | 6,642 | 6,642 | — | $32.82万 | 新建仓 |
| CBRE | CBRE GROUP INC | $32.98万 | 0.01% | 2,435 | 42 | 1.8% | $5,689 | 加仓 |
| ONB | OLD NATL BANCORP IND | $33.01万 | 0.01% | 14,938 | 796 | 5.6% | $1.76万 | 加仓 |
| FLS | FLOWSERVE CORP | $33.12万 | 0.01% | 4,506 | 795 | 21.4% | $5.84万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $33.16万 | 0.01% | 13,643 | 553 | 4.2% | $1.34万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $33.18万 | 0.01% | 4,970 | 81 | 1.7% | $5,408 | 加仓 |
| JNK | SPDR SERIES TRUST | $33.25万 | 0.01% | 3,474 | -19 | -0.5% | -$1,819 | 减仓 |
| XAR | SPDR SERIES TRUST | $33.49万 | 0.01% | 1,319 | 263 | 24.9% | $6.68万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $33.59万 | 0.01% | 5,557 | 5,557 | — | $33.59万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $33.62万 | 0.01% | 15,033 | 160 | 1.1% | $3,578 | 加仓 |
| PAYX | PAYCHEX INC | $33.72万 | 0.01% | 3,660 | -31,553 | -89.6% | -$290.66万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $33.76万 | 0.01% | 4,997 | 408 | 8.9% | $2.76万 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $33.88万 | 0.01% | 48,266 | 1,217 | 2.6% | $8,543 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $33.91万 | 0.01% | 2,187 | 203 | 10.2% | $3.15万 | 加仓 |
| AOK | ISHARES TR | $34.07万 | 0.01% | 8,541 | 8,541 | — | $34.07万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $34.13万 | 0.01% | 21,491 | 1,906 | 9.7% | $3.03万 | 加仓 |
| IJS | ISHARES TR | $34.20万 | 0.01% | 2,888 | -740 | -20.4% | -$8.76万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $34.22万 | 0.01% | 3,495 | 288 | 9.0% | $2.82万 | 加仓 |
| CTAS | CINTAS CORP | $34.22万 | 0.01% | 2,023 | 865 | 74.7% | $14.63万 | 加仓 |
| DVA | DAVITA INC | $34.26万 | 0.01% | 2,229 | 1 | 0.0% | $154 | 加仓 |
| — | FLEXSHARES TR | $34.26万 | 0.01% | 2,258 | 313 | 16.1% | $4.75万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.42万 | 0.01% | 10,752 | 447 | 4.3% | $1.43万 | 加仓 |
| IGV | ISHARES TR | $35.07万 | 0.01% | 4,381 | 4,381 | — | $35.07万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $35.09万 | 0.01% | 2,256 | -167 | -6.9% | -$2.60万 | 减仓 |
| IWS | ISHARES TR | $35.17万 | 0.01% | 2,413 | 247 | 11.4% | $3.60万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $35.19万 | 0.01% | 13,918 | 809 | 6.2% | $2.05万 | 加仓 |
| SMLF | ISHARES TR | $35.41万 | 0.01% | 4,691 | 643 | 15.9% | $4.85万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $35.52万 | 0.01% | 48,798 | 4,052 | 9.1% | $2.95万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $35.54万 | 0.01% | 7,704 | 7,704 | — | $35.54万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $35.55万 | 0.01% | 6,736 | 2 | 0.0% | $106 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $35.66万 | 0.01% | 17,063 | 67 | 0.4% | $1,400 | 加仓 |
| GSK | GSK PLC | $35.87万 | 0.01% | 6,499 | 79 | 1.2% | $4,360 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $35.87万 | 0.01% | 4,635 | 31 | 0.7% | $2,399 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $36.07万 | 0.01% | 7,717 | 436 | 6.0% | $2.04万 | 加仓 |
| TW | TRADEWEB MKTS INC | $36.09万 | 0.01% | 3,067 | -273 | -8.2% | -$3.21万 | 减仓 |
| PLD | PROLOGIS INC. | $36.13万 | 0.01% | 2,734 | 555 | 25.5% | $7.34万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $36.29万 | 0.01% | 26,545 | 1,834 | 7.4% | $2.51万 | 加仓 |
| OAIM | UNIFIED SER TR | $36.32万 | 0.01% | 8,436 | -114 | -1.3% | -$4,909 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $36.41万 | 0.01% | 10,843 | -933 | -7.9% | -$3.13万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $36.51万 | 0.01% | 17,046 | -2,909 | -14.6% | -$6.23万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $36.56万 | 0.01% | 1,730 | 1,730 | — | $36.56万 | 新建仓 |
| HDV | ISHARES TR | $36.62万 | 0.01% | 2,698 | 22 | 0.8% | $2,986 | 加仓 |
| CRWV | COREWEAVE INC | $36.84万 | 0.01% | 4,755 | 1,408 | 42.1% | $10.91万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $36.84万 | 0.01% | 1,362 | -2,509 | -64.8% | -$67.87万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $36.95万 | 0.01% | 1,706 | -39 | -2.2% | -$8,448 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $36.97万 | 0.01% | 7,422 | -1,974 | -21.0% | -$9.83万 | 减仓 |
| ANGL | VANECK ETF TRUST | $37.29万 | 0.01% | 12,985 | 2,998 | 30.0% | $8.61万 | 加仓 |
| EIX | EDISON INTL | $37.30万 | 0.01% | 5,098 | -21 | -0.4% | -$1,537 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $37.32万 | 0.01% | 7,522 | -500 | -6.2% | -$2.48万 | 减仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $37.46万 | 0.01% | 34,366 | -516 | -1.5% | -$5,624 | 减仓 |
| DIVB | ISHARES TR | $37.48万 | 0.01% | 6,947 | 487 | 7.5% | $2.63万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $37.51万 | 0.01% | 2,990 | 504 | 20.3% | $6.32万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $37.58万 | 0.01% | 1,631 | 265 | 19.4% | $6.11万 | 加仓 |
| DXCM | DEXCOM INC | $37.67万 | 0.01% | 5,998 | 277 | 4.8% | $1.74万 | 加仓 |
| — | GMO ETF TRUST | $37.79万 | 0.01% | 15,133 | 3,336 | 28.3% | $8.33万 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $37.83万 | 0.01% | 18,109 | 7,930 | 77.9% | $16.57万 | 加仓 |
| IJT | ISHARES TR | $37.93万 | 0.01% | 2,621 | -693 | -20.9% | -$10.03万 | 减仓 |
| UUUU | ENERGY FUELS INC | $38.38万 | 0.01% | 21,029 | 447 | 2.2% | $8,158 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $38.43万 | 0.01% | 8,083 | 10 | 0.1% | $475 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $38.53万 | 0.01% | 6,445 | -662 | -9.3% | -$3.96万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $38.88万 | 0.01% | 3,925 | 366 | 10.3% | $3.63万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $38.93万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $38.98万 | 0.01% | 1,837 | -105 | -5.4% | -$2.23万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $39.07万 | 0.01% | 1,420 | 230 | 19.3% | $6.33万 | 加仓 |
| ESML | ISHARES TR | $39.37万 | 0.01% | 8,373 | -82 | -1.0% | -$3,856 | 减仓 |
| SHOP | SHOPIFY INC | $39.43万 | 0.01% | 3,324 | 160 | 5.1% | $1.90万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $39.55万 | 0.01% | 2,418 | 396 | 19.6% | $6.48万 | 加仓 |
| OUSM | ALPS ETF TR | $39.57万 | 0.01% | 9,047 | -621 | -6.4% | -$2.72万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $39.67万 | 0.01% | 7,883 | -378 | -4.6% | -$1.90万 | 减仓 |
| VPU | VANGUARD WORLD FD | $39.71万 | 0.01% | 2,004 | 55 | 2.8% | $1.09万 | 加仓 |
| SUSC | ISHARES TR | $39.82万 | 0.01% | 17,210 | 2 | 0.0% | $46 | 加仓 |
| NET | CLOUDFLARE INC | $39.86万 | 0.01% | 1,932 | 263 | 15.8% | $5.43万 | 加仓 |
| USFR | WISDOMTREE TR | $39.89万 | 0.01% | 7,925 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $39.95万 | 0.01% | 16,025 | 823 | 5.4% | $2.05万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $40.01万 | 0.01% | 18,172 | 2,228 | 14.0% | $4.91万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $40.51万 | 0.01% | 2,996 | 895 | 42.6% | $12.10万 | 加仓 |
| — | LISTED FDS TR | $40.62万 | 0.01% | 25,501 | -422 | -1.6% | -$6,722 | 减仓 |