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 |
|---|---|---|---|---|---|---|---|---|
| IVR | INVESCO MORTGAGE CAPITAL INC | $40.64万 | 0.01% | 50,303 | 50,303 | — | $40.64万 | 新建仓 |
| — | GLOBAL WTR RES INC | $40.72万 | 0.01% | 53,652 | 1,275 | 2.4% | $9,677 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $40.83万 | 0.01% | 18,883 | -333 | -1.7% | -$7,199 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $41.32万 | 0.01% | 9,596 | 3,721 | 63.3% | $16.02万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $41.60万 | 0.01% | 36,364 | 14,187 | 64.0% | $16.23万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $41.65万 | 0.01% | 10,223 | -4 | -0.0% | -$163 | 减仓 |
| MGC | VANGUARD WORLD FD | $41.84万 | 0.01% | 1,770 | 86 | 5.1% | $2.03万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $42.10万 | 0.01% | 15,786 | 2,910 | 22.6% | $7.76万 | 加仓 |
| NKE | NIKE INC | $42.15万 | 0.01% | 7,980 | -884 | -10.0% | -$4.67万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $42.18万 | 0.01% | 6,698 | 2 | 0.0% | $126 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $42.25万 | 0.01% | 5,776 | 3 | 0.1% | $219 | 加仓 |
| APA | APA CORPORATION | $42.27万 | 0.01% | 9,959 | -703 | -6.6% | -$2.98万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $42.29万 | 0.01% | 3,942 | 95 | 2.5% | $1.02万 | 加仓 |
| SGOV | ISHARES TR | $42.32万 | 0.01% | 4,204 | 1,495 | 55.2% | $15.05万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $42.40万 | 0.01% | 3,662 | 48 | 1.3% | $5,557 | 加仓 |
| SNPS | SYNOPSYS INC | $42.50万 | 0.01% | 1,072 | 91 | 9.3% | $3.61万 | 加仓 |
| NOW | SERVICENOW INC | $42.55万 | 0.01% | 4,070 | 678 | 20.0% | $7.09万 | 加仓 |
| FRDM | EA SERIES TRUST | $42.66万 | 0.01% | 7,807 | -697 | -8.2% | -$3.81万 | 减仓 |
| AGNC | AGNC INVT CORP | $42.81万 | 0.01% | 42,680 | -61,538 | -59.0% | -$61.72万 | 减仓 |
| — | STRATEGY SHS | $42.83万 | 0.01% | 19,610 | 1,560 | 8.6% | $3.41万 | 加仓 |
| WPC | WP CAREY INC | $43.15万 | 0.01% | 6,349 | 68 | 1.1% | $4,621 | 加仓 |
| TIP | ISHARES TR | $43.17万 | 0.01% | 3,912 | 433 | 12.4% | $4.78万 | 加仓 |
| RKLB | ROCKET LAB CORP | $43.78万 | 0.01% | 6,817 | 1,720 | 33.7% | $11.05万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $43.81万 | 0.01% | 8,702 | 11 | 0.1% | $554 | 加仓 |
| ARKQ | ARK ETF TR | $44.06万 | 0.01% | 3,918 | 180 | 4.8% | $2.02万 | 加仓 |
| USB | US BANCORP | $44.45万 | 0.01% | 8,547 | 1,799 | 26.7% | $9.36万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $44.46万 | 0.01% | 9,469 | 1,089 | 13.0% | $5.11万 | 加仓 |
| WRB | BERKLEY W R CORP | $44.70万 | 0.01% | 6,744 | 1,030 | 18.0% | $6.83万 | 加仓 |
| PHM | PULTE GROUP INC | $44.74万 | 0.01% | 3,804 | 210 | 5.8% | $2.47万 | 加仓 |
| CI | THE CIGNA GROUP | $44.99万 | 0.01% | 1,687 | 118 | 7.5% | $3.15万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $45.01万 | 0.01% | 19,586 | -781 | -3.8% | -$1.79万 | 减仓 |
| EMB | ISHARES TR | $45.12万 | 0.01% | 4,804 | -51 | -1.1% | -$4,790 | 减仓 |
| FLXR | TCW ETF TRUST | $45.13万 | 0.01% | 11,493 | 903 | 8.5% | $3.55万 | 加仓 |
| — | GLOBAL X FDS | $45.48万 | 0.01% | 17,524 | -1,420 | -7.5% | -$3.68万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $45.50万 | 0.01% | 6,663 | 134 | 2.1% | $9,150 | 加仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $45.61万 | 0.01% | 95,408 | 2,215 | 2.4% | $1.06万 | 加仓 |
| SHE | SPDR SERIES TRUST | $45.69万 | 0.01% | 3,575 | 180 | 5.3% | $2.30万 | 加仓 |
| NUSC | NUSHARES ETF TR | $46.14万 | 0.01% | 10,239 | -5,317 | -34.2% | -$23.96万 | 减仓 |
| — | TIDAL TRUST II | $46.63万 | 0.01% | 35,925 | -1,844 | -4.9% | -$2.39万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $46.69万 | 0.01% | 2,364 | 226 | 10.6% | $4.46万 | 加仓 |
| UTES | ETFIS SER TR I | $46.73万 | 0.01% | 5,848 | -46 | -0.8% | -$3,675 | 减仓 |
| MBB | ISHARES TR | $46.83万 | 0.01% | 4,932 | -660 | -11.8% | -$6.27万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $47.03万 | 0.01% | 6,787 | 776 | 12.9% | $5.38万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $47.32万 | 0.01% | 11,788 | -6,235 | -34.6% | -$25.03万 | 减仓 |
| VLUE | ISHARES TR | $47.62万 | 0.02% | 3,349 | 3,349 | — | $47.62万 | 新建仓 |
| NUE | NUCOR CORP | $47.64万 | 0.02% | 2,817 | 836 | 42.2% | $14.14万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $48.11万 | 0.02% | 7,401 | 131 | 1.8% | $8,515 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $48.15万 | 0.02% | 9,631 | 1,131 | 13.3% | $5.65万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $48.57万 | 0.02% | 9,650 | -2,600 | -21.2% | -$13.09万 | 减仓 |
| IOO | ISHARES TR | $48.82万 | 0.02% | 4,036 | -246 | -5.7% | -$2.98万 | 减仓 |
| MKC | MCCORMICK & CO INC | $48.90万 | 0.02% | 9,695 | -985 | -9.2% | -$4.97万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $49.16万 | 0.02% | 12,031 | 12,031 | — | $49.16万 | 新建仓 |
| GDX | VANECK ETF TRUST | $49.54万 | 0.02% | 5,399 | 710 | 15.1% | $6.52万 | 加仓 |
| DVY | ISHARES TR | $49.56万 | 0.02% | 3,273 | 1,404 | 75.1% | $21.26万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $49.59万 | 0.02% | 3,306 | -201 | -5.7% | -$3.02万 | 减仓 |
| — | PURPLE INNOVATION INC | $49.74万 | 0.02% | 752,200 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $50.40万 | 0.02% | 22,371 | -7,742 | -25.7% | -$17.44万 | 减仓 |
| MTUM | ISHARES TR | $50.57万 | 0.02% | 2,107 | 18 | 0.9% | $4,320 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $51.48万 | 0.02% | 21,467 | -153 | -0.7% | -$3,669 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $51.48万 | 0.02% | 9,758 | 43 | 0.4% | $2,269 | 加仓 |
| — | INNOVATOR ETFS TRUST | $51.51万 | 0.02% | 25,075 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $51.59万 | 0.02% | 24,430 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.74万 | 0.02% | 1,499 | 270 | 22.0% | $9.32万 | 加仓 |
| — | UBS AG | $51.77万 | 0.02% | 3,118 | 3,118 | — | $51.77万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $52.03万 | 0.02% | 3,308 | 62 | 1.9% | $9,751 | 加仓 |
| — | VANECK ETF TRUST | $52.21万 | 0.02% | 21,790 | 437 | 2.0% | $1.05万 | 加仓 |
| — | PUTNAM ETF TRUST | $52.43万 | 0.02% | 10,478 | 1,577 | 17.7% | $7.89万 | 加仓 |
| CLOI | VANECK ETF TRUST | $52.75万 | 0.02% | 10,010 | 4,309 | 75.6% | $22.71万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $53.04万 | 0.02% | 21,018 | 2,531 | 13.7% | $6.39万 | 加仓 |
| IBB | ISHARES TR | $53.09万 | 0.02% | 3,144 | 551 | 21.2% | $9.30万 | 加仓 |
| — | ISHARES TR | $53.51万 | 0.02% | 6,374 | -3,937 | -38.2% | -$33.05万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $53.52万 | 0.02% | 29,835 | -262 | -0.9% | -$4,700 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $53.59万 | 0.02% | 14,407 | 4,477 | 45.1% | $16.65万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $53.65万 | 0.02% | 28,689 | 18,882 | 192.5% | $35.31万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $54.04万 | 0.02% | 9,242 | 151 | 1.7% | $8,829 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $54.19万 | 0.02% | 8,637 | 1,989 | 29.9% | $12.48万 | 加仓 |
| OALC | UNIFIED SER TR | $54.45万 | 0.02% | 15,889 | -64 | -0.4% | -$2,193 | 减仓 |
| SMDV | PROSHARES TR | $54.67万 | 0.02% | 7,947 | 23 | 0.3% | $1,582 | 加仓 |
| TBIL | RBB FD INC | $54.85万 | 0.02% | 11,000 | -2,600 | -19.1% | -$12.96万 | 减仓 |
| ICVT | ISHARES TR | $54.90万 | 0.02% | 5,393 | -7,721 | -58.9% | -$78.60万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $55.05万 | 0.02% | 10,238 | 135 | 1.3% | $7,259 | 加仓 |
| IWR | ISHARES TR | $55.15万 | 0.02% | 5,672 | 536 | 10.4% | $5.21万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $55.39万 | 0.02% | 6,499 | -340 | -5.0% | -$2.90万 | 减仓 |
| — | ISHARES TR | $55.49万 | 0.02% | 13,012 | 41 | 0.3% | $1,749 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $55.66万 | 0.02% | 10,967 | 1,507 | 15.9% | $7.65万 | 加仓 |
| DXJ | WISDOMTREE TR | $55.81万 | 0.02% | 3,519 | 28 | 0.8% | $4,441 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $56.13万 | 0.02% | 1,433 | 19 | 1.3% | $7,442 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $56.18万 | 0.02% | 1,348 | 311 | 30.0% | $12.96万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $56.28万 | 0.02% | 5,834 | 205 | 3.6% | $1.98万 | 加仓 |
| ETR | ENTERGY CORP NEW | $56.34万 | 0.02% | 5,014 | 185 | 3.8% | $2.08万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.49万 | 0.02% | 5,070 | -143 | -2.7% | -$1.59万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $56.70万 | 0.02% | 18,825 | 3,361 | 21.7% | $10.12万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $56.86万 | 0.02% | 4,111 | 237 | 6.1% | $3.28万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $56.86万 | 0.02% | 12,744 | 12,744 | — | $56.86万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $56.93万 | 0.02% | 20,441 | 2,162 | 11.8% | $6.02万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $57.03万 | 0.02% | 3,475 | -283 | -7.5% | -$4.64万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $57.08万 | 0.02% | 2,744 | 1,755 | 177.5% | $36.51万 | 加仓 |
| DAPP | VANECK ETF TRUST | $57.11万 | 0.02% | 38,279 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $57.27万 | 0.02% | 5,554 | 399 | 7.7% | $4.11万 | 加仓 |
| EWG | ISHARES INC | $57.45万 | 0.02% | 14,482 | 1,702 | 13.3% | $6.75万 | 加仓 |