13F 机构持仓

Dynamic Advisor Solutions LLC

PHOENIX AZ · SEC CIK 0001599747

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$35.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.2%
SPYM 2.1%
NVDA 1.7%
GSLC 1.4%
FBND 1.4%
MSFT 1.3%
DFUS 1.3%
SCHM 1.3%
QQQ 1.2%
AMZN 1.1%

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
BEN FRANKLIN RESOURCES INC $27.17万0.01%8,167 8,167— $27.17万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $27.21万0.01%3,302 3,302— $27.21万 新建仓
UUUU ENERGY FUELS INC $27.21万0.01%18,766 -2,263-10.8% -$3.28万 减仓
HAL HALLIBURTON CO $27.41万0.01%8,072 -130-1.6% -$4,414 减仓
VICI VICI PPTYS INC $27.43万0.01%10,330 1621.6% $4,301 加仓
SOLS SOLSTICE ADVANCED MATLS INC $27.45万0.01%3,098 -1,100-26.2% -$9.74万 重新持有
HPE HEWLETT PACKARD ENTERPRISE C $27.77万0.01%6,156 6,156— $27.77万 新建仓
VCR VANGUARD WORLD FD $27.77万0.01%700 700— $27.77万 新建仓
RJF RAYMOND JAMES FINL INC $27.90万0.01%1,835 -14-0.8% -$2,128 减仓
— WARNER BROS DISCOVERY INC $27.93万0.01%10,478 4995.0% $1.33万 加仓
NJAN INNOVATOR ETFS TRUST $27.95万0.01%4,735 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $27.95万0.01%1,677 -166-9.0% -$2.77万 减仓
VLU SPDR SERIES TRUST $28.03万0.01%1,177 494.3% $1.17万 加仓
— FLEXSHARES TR $28.07万0.01%6,569 -40-0.6% -$1,709 减仓
ANGL VANECK ETF TRUST $28.24万0.01%9,658 -3,327-25.6% -$9.73万 减仓
EDIV SPDR INDEX SHS FDS $28.26万0.01%6,900 5308.3% $2.17万 加仓
IBN ICICI BANK LIMITED $28.26万0.01%9,736 1,97625.5% $5.74万 重新持有
BJAN INNOVATOR ETFS TRUST $28.29万0.01%4,806 00.0% — 不变
TWLO TWILIO INC $28.35万0.01%1,374 1,374— $28.35万 新建仓
NKE NIKE INC $28.64万0.01%6,976 -1,004-12.6% -$4.12万 减仓
XCCC BONDBLOXX ETF TRUST $28.71万0.01%7,851 971.3% $3,547 加仓
BNOV INNOVATOR ETFS TRUST $28.76万0.01%6,015 -104-1.7% -$4,972 减仓
MAGS LISTED FDS TR $28.85万0.01%4,487 4,487— $28.85万 新建仓
CGXU CAPITAL GROUP INTL FOCUS EQT $28.97万0.01%8,368 -1,987-19.2% -$6.88万 减仓
NDAQ NASDAQ INC $28.97万0.01%3,675 71724.2% $5.65万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $29.00万0.01%4,855 -1,590-24.7% -$9.50万 减仓
AGGY WISDOMTREE TR $29.08万0.01%6,687 1,29624.0% $5.64万 加仓
— MFS GOVT MKTS INCOME TR $29.12万0.01%101,447 11,36512.6% $3.26万 加仓
LALT FIRST TR EXCHNG TRADED FD VI $29.18万0.01%12,142 -1,501-11.0% -$3.61万 减仓
CLS CELESTICA INC $29.18万0.01%800 800— $29.18万 新建仓
DHR DANAHER CORP DEL $29.26万0.01%1,536 40335.6% $7.68万 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $29.35万0.01%14,275 -1,346-8.6% -$2.77万 减仓
HOOD ROBINHOOD MKTS INC $29.35万0.01%2,927 -3,860-56.9% -$38.71万 减仓
BYLD ISHARES TR $29.35万0.01%12,960 -9,411-42.1% -$21.32万 减仓
IYC ISHARES TR $29.49万0.01%2,917 2,917— $29.49万 新建仓
PHM PULTE GROUP INC $29.58万0.01%2,156 -1,648-43.3% -$22.61万 减仓
NUMV NUSHARES ETF TR $29.63万0.01%6,814 1261.9% $5,480 加仓
CTAS CINTAS CORP $29.67万0.01%1,744 -279-13.8% -$4.75万 减仓
HWM HOWMET AEROSPACE INC $29.84万0.01%1,110 -521-31.9% -$14.01万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $29.91万0.01%6,570 -3,188-32.7% -$14.51万 减仓
FITB FIFTH THIRD BANCORP $30.05万0.01%5,331 -498-8.5% -$2.81万 减仓
SCCO SOUTHERN COPPER CORP $30.12万0.01%1,729 1,729— $30.12万 新建仓
RPG INVESCO EXCHANGE TRADED FD T $30.18万0.01%4,727 44010.3% $2.81万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $30.21万0.01%10,915 1501.4% $4,152 加仓
— MATTHEWS INTL FDS $30.39万0.01%7,150 -82-1.1% -$3,485 减仓
SAN BANCO SANTANDER SA $30.41万0.01%22,037 4,12923.1% $5.70万 加仓
PBP INVESCO EXCHANGE TRADED FD T $30.49万0.01%13,313 -497-3.6% -$1.14万 减仓
STE STERIS PLC $30.53万0.01%1,450 16913.2% $3.56万 加仓
ALAB ASTERA LABS INC $30.58万0.01%633 633— $30.58万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $30.73万0.01%1,057 -442-29.5% -$12.85万 减仓
BABA ALIBABA GROUP HLDG LTD $30.87万0.01%3,216 2267.6% $2.17万 加仓
ARKF ARK ETF TR $31.00万0.01%7,857 -14,225-64.4% -$56.13万 减仓
SUSA ISHARES TR $31.19万0.01%2,022 10.0% $154 加仓
LH LABCORP HOLDINGS INC $31.26万0.01%1,117 -31-2.7% -$8,677 减仓
ICE INTERCONTINENTAL EXCHANGE IN $31.41万0.01%2,551 -757-22.9% -$9.32万 减仓
CDC VICTORY PORTFOLIOS II $31.45万0.01%4,228 3117.9% $2.31万 加仓
RWK INVESCO EXCH TRADED FD TR II $31.45万0.01%2,151 -355-14.2% -$5.19万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $31.52万0.01%6,222 -3,409-35.4% -$17.27万 减仓
TROW PRICE T ROWE GROUP INC $31.83万0.01%2,800 2,800— $31.83万 新建仓
MAR MARRIOTT INTL INC NEW $31.91万0.01%861 -34-3.8% -$1.26万 减仓
WTV WISDOMTREE TR $31.97万0.01%3,143 1003.3% $1.02万 加仓
— INNOVATOR ETFS TRUST $32.01万0.01%13,955 00.0% — 不变
BFEB INNOVATOR ETFS TRUST $32.11万0.01%6,099 00.0% — 不变
TGT TARGET CORP $32.15万0.01%2,462 -34-1.4% -$4,440 减仓
VIS VANGUARD WORLD FD $32.23万0.01%894 894— $32.23万 新建仓
PAPR INNOVATOR ETFS TRUST $32.25万0.01%7,642 7,642— $32.25万 新建仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $32.31万0.01%4,149 380.9% $2,959 加仓
SHOP SHOPIFY INC $32.42万0.01%2,839 -485-14.6% -$5.54万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $32.73万0.01%1,588 26720.2% $5.50万 加仓
SMH VANECK ETF TRUST 看跌期权 $32.79万0.01%500 500— $32.79万 新建仓
JNK SPDR SERIES TRUST $32.79万0.01%3,403 -71-2.0% -$6,842 减仓
— STRATEGY SHS $32.83万0.01%14,371 -5,239-26.7% -$11.97万 减仓
STLD STEEL DYNAMICS INC $32.94万0.01%1,435 1,435— $32.94万 新建仓
BSX BOSTON SCIENTIFIC CORP $33.15万0.01%7,766 -871-10.1% -$3.72万 减仓
JEMA J P MORGAN EXCHANGE TRADED F $33.16万0.01%5,191 00.0% — 不变
BSJR INVESCO EXCH TRD SLF IDX FD $33.27万0.01%14,890 -143-1.0% -$3,195 减仓
FSMD FIDELITY COVINGTON TRUST $33.32万0.01%6,304 88916.4% $4.70万 加仓
OXY OCCIDENTAL PETE CORP $33.34万0.01%6,864 -537-7.3% -$2.61万 减仓
MET METLIFE INC $33.40万0.01%3,948 -212-5.1% -$1.79万 减仓
CNM CORE & MAIN INC $33.50万0.01%6,943 6,943— $33.50万 新建仓
FTNT FORTINET INC $33.55万0.01%2,184 2,184— $33.55万 新建仓
— EA SERIES TRUST $33.60万0.01%6,080 -24-0.4% -$1,326 减仓
SLB SLB LIMITED $33.63万0.01%7,235 92214.6% $4.29万 加仓
QGRW WISDOMTREE TR $33.64万0.01%5,095 69515.8% $4.59万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $33.87万0.01%8,166 00.0% — 不变
FPXI FIRST TR EXCHANGE-TRADED FD $34.00万0.01%4,060 -579-12.5% -$4.85万 减仓
FMDE FIDELITY COVINGTON TRUST $34.21万0.01%8,429 1,92229.5% $7.80万 加仓
PGR PROGRESSIVE CORP $34.24万0.01%1,567 53551.8% $11.69万 加仓
— CAMBRIA ETF TR $34.45万0.01%32,408 32,408— $34.45万 新建仓
CTVA CORTEVA INC $34.48万0.01%4,072 1924.9% $1.63万 加仓
FLS FLOWSERVE CORP $34.72万0.01%4,682 1763.9% $1.31万 加仓
SLYV SPDR SERIES TRUST $34.78万0.01%3,188 2076.9% $2.26万 加仓
PMAY INNOVATOR ETFS TRUST $34.83万0.01%8,433 3,16960.2% $13.09万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $34.86万0.01%2,616 2,616— $34.86万 新建仓
GDX VANECK ETF TRUST $34.97万0.01%4,635 -764-14.2% -$5.76万 减仓
WELL WELLTOWER INC $34.98万0.01%1,541 785.3% $1.77万 加仓
DES WISDOMTREE TR $35.02万0.01%8,608 -169-1.9% -$6,875 减仓
ONEY SPDR SERIES TRUST $35.07万0.01%2,737 81042.0% $10.38万 加仓
GSK GSK PLC $35.12万0.01%6,701 2023.1% $1.06万 加仓
CBRE CBRE GROUP INC $35.12万0.01%2,608 1737.1% $2.33万 加仓