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 |
|---|---|---|---|---|---|---|---|---|
| UMC | UNITED MICROELECTRONICS CORP | $35.14万 | 0.01% | 12,914 | 889 | 7.4% | $2.42万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $35.32万 | 0.01% | 14,032 | 14,032 | — | $35.32万 | 新建仓 |
| ADSK | AUTODESK INC | $35.64万 | 0.01% | 1,833 | 1,833 | — | $35.64万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.77万 | 0.01% | 12,352 | 17 | 0.1% | $492 | 加仓 |
| PLD | PROLOGIS INC. | $35.80万 | 0.01% | 2,643 | -91 | -3.3% | -$1.23万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $36.19万 | 0.01% | 9,702 | 110 | 1.1% | $4,103 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $36.20万 | 0.01% | 4,688 | 53 | 1.1% | $4,093 | 加仓 |
| SPHY | SPDR SERIES TRUST | $36.23万 | 0.01% | 15,456 | 3,040 | 24.5% | $7.13万 | 加仓 |
| DAL | DELTA AIR LINES INC | $36.26万 | 0.01% | 3,871 | -493 | -11.3% | -$4.62万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $36.43万 | 0.01% | 49,899 | 1,633 | 3.4% | $1.19万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $36.62万 | 0.01% | 6,185 | 2,317 | 59.9% | $13.72万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $36.67万 | 0.01% | 1,305 | -358 | -21.5% | -$10.06万 | 减仓 |
| MKSI | MKS INC. | $36.83万 | 0.01% | 828 | -302 | -26.7% | -$13.43万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $36.84万 | 0.01% | 12,386 | 19 | 0.2% | $565 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $36.88万 | 0.01% | 2,783 | -213 | -7.1% | -$2.82万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $36.93万 | 0.01% | 17,059 | -4 | -0.0% | -$87 | 减仓 |
| VXF | VANGUARD INDEX FDS | $37.04万 | 0.01% | 1,505 | -9 | -0.6% | -$2,215 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $37.21万 | 0.01% | 2,185 | 13 | 0.6% | $2,214 | 加仓 |
| MGK | VANGUARD WORLD FD | $37.42万 | 0.01% | 4,257 | 1,207 | 39.6% | $10.61万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $37.44万 | 0.01% | 1,179 | -241 | -17.0% | -$7.65万 | 减仓 |
| EIX | EDISON INTL | $37.45万 | 0.01% | 5,030 | -68 | -1.3% | -$5,063 | 减仓 |
| VDC | VANGUARD WORLD FD | $37.50万 | 0.01% | 1,663 | 1,663 | — | $37.50万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $37.52万 | 0.01% | 15,952 | -3,634 | -18.6% | -$8.55万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $37.56万 | 0.01% | 6,583 | 6,583 | — | $37.56万 | 新建仓 |
| HDV | ISHARES TR | $38.02万 | 0.01% | 13,871 | 381 | 2.8% | $1.04万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $38.13万 | 0.01% | 7,704 | 0 | 0.0% | — | 不变 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $38.46万 | 0.01% | 15,212 | 1,294 | 9.3% | $3.27万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.58万 | 0.01% | 1,624 | -106 | -6.1% | -$2.52万 | 减仓 |
| IWS | ISHARES TR | $38.75万 | 0.01% | 2,354 | -59 | -2.4% | -$9,711 | 减仓 |
| IMCG | ISHARES TR | $38.83万 | 0.01% | 3,950 | -148 | -3.6% | -$1.45万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $38.85万 | 0.01% | 8,073 | 356 | 4.6% | $1.71万 | 加仓 |
| ARTY | ISHARES TR | $38.86万 | 0.01% | 5,103 | 5,103 | — | $38.86万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $38.87万 | 0.01% | 16,769 | -277 | -1.6% | -$6,421 | 减仓 |
| ONB | OLD NATL BANCORP IND | $38.88万 | 0.01% | 15,013 | 75 | 0.5% | $1,943 | 加仓 |
| SUSC | ISHARES TR | $38.89万 | 0.01% | 16,799 | -411 | -2.4% | -$9,515 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $38.91万 | 0.01% | 3,947 | 3,947 | — | $38.91万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $38.93万 | 0.01% | 4,990 | 20 | 0.4% | $1,561 | 加仓 |
| IJS | ISHARES TR | $39.16万 | 0.01% | 2,865 | -23 | -0.8% | -$3,144 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $39.19万 | 0.01% | 7,440 | 798 | 12.0% | $4.20万 | 加仓 |
| USFR | WISDOMTREE TR | $39.33万 | 0.01% | 7,811 | -114 | -1.4% | -$5,740 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $39.35万 | 0.01% | 11,573 | 821 | 7.6% | $2.79万 | 加仓 |
| — | WISDOMTREE TR | $39.48万 | 0.01% | 12,454 | -16,617 | -57.2% | -$52.68万 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $39.63万 | 0.01% | 50,165 | -138 | -0.3% | -$1,090 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $39.64万 | 0.01% | 26,640 | 95 | 0.4% | $1,414 | 加仓 |
| IGV | ISHARES TR | $39.84万 | 0.01% | 4,397 | 16 | 0.4% | $1,450 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $40.07万 | 0.01% | 10,135 | 1,129 | 12.5% | $4.46万 | 加仓 |
| — | FLEXSHARES TR | $40.20万 | 0.01% | 2,287 | 29 | 1.3% | $5,098 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $40.28万 | 0.01% | 7,922 | 400 | 5.3% | $2.03万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $40.36万 | 0.01% | 3,457 | -205 | -5.6% | -$2.39万 | 减仓 |
| — | GLOBAL WTR RES INC | $40.39万 | 0.01% | 55,785 | 2,133 | 4.0% | $1.54万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $40.42万 | 0.01% | 8,335 | 252 | 3.1% | $1.22万 | 加仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $40.48万 | 0.01% | 34,366 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $40.51万 | 0.01% | 10,053 | -1,735 | -14.7% | -$6.99万 | 减仓 |
| IUSB | ISHARES TR | $40.51万 | 0.01% | 8,779 | -4,007 | -31.3% | -$18.49万 | 减仓 |
| MBB | ISHARES TR | $40.60万 | 0.01% | 4,295 | -637 | -12.9% | -$6.02万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $40.68万 | 0.01% | 1,772 | 66 | 3.9% | $1.52万 | 加仓 |
| OUSM | ALPS ETF TR | $40.75万 | 0.01% | 8,575 | -472 | -5.2% | -$2.24万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $40.90万 | 0.01% | 6,728 | 1,045 | 18.4% | $6.35万 | 加仓 |
| IYF | ISHARES TR | $40.91万 | 0.01% | 3,208 | 3,208 | — | $40.91万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $40.92万 | 0.01% | 54,125 | 5,327 | 10.9% | $4.03万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.18万 | 0.01% | 6,982 | -45,598 | -86.7% | -$268.95万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $41.41万 | 0.01% | 2,977 | -329 | -10.0% | -$4.58万 | 减仓 |
| EMB | ISHARES TR | $41.76万 | 0.01% | 4,330 | -474 | -9.9% | -$4.57万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $42.04万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $42.05万 | 0.01% | 4,749 | 1,837 | 63.1% | $16.27万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $42.33万 | 0.01% | 5,651 | -125 | -2.2% | -$9,362 | 减仓 |
| XAR | SPDR SERIES TRUST | $42.42万 | 0.01% | 1,495 | 176 | 13.3% | $4.99万 | 加仓 |
| TIP | ISHARES TR | $42.55万 | 0.01% | 3,888 | -24 | -0.6% | -$2,626 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.55万 | 0.01% | 5,801 | 158 | 2.8% | $1.16万 | 加仓 |
| CRWV | COREWEAVE INC | $42.60万 | 0.01% | 4,280 | -475 | -10.0% | -$4.73万 | 减仓 |
| ARKG | ARK ETF TR | $42.69万 | 0.01% | 10,150 | -405 | -3.8% | -$1.70万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $42.73万 | 0.01% | 2,414 | 227 | 10.4% | $4.02万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $42.99万 | 0.01% | 11,855 | 3,475 | 41.5% | $12.60万 | 加仓 |
| EPI | WISDOMTREE TR | $42.99万 | 0.01% | 10,049 | -77,673 | -88.5% | -$332.27万 | 减仓 |
| SAP | SAP SE | $43.04万 | 0.01% | 2,793 | -812 | -22.5% | -$12.51万 | 减仓 |
| IJT | ISHARES TR | $43.09万 | 0.01% | 2,413 | -208 | -7.9% | -$3.71万 | 减仓 |
| DXCM | DEXCOM INC | $43.25万 | 0.01% | 6,421 | 423 | 7.1% | $2.85万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $43.78万 | 0.01% | 9,508 | -88 | -0.9% | -$4,052 | 减仓 |
| MEAR | ISHARES U S ETF TR | $43.93万 | 0.01% | 8,721 | 19 | 0.2% | $957 | 加仓 |
| WPC | WP CAREY INC | $44.08万 | 0.01% | 6,165 | -184 | -2.9% | -$1.32万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $44.44万 | 0.01% | 6,700 | 2 | 0.0% | $133 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $44.45万 | 0.01% | 9,425 | -50,777 | -84.3% | -$239.46万 | 减仓 |
| PKG | PACKAGING CORP AMER | $44.47万 | 0.01% | 1,866 | 29 | 1.6% | $6,910 | 加仓 |
| VPU | VANGUARD WORLD FD | $44.53万 | 0.01% | 2,275 | 271 | 13.5% | $5.30万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $44.62万 | 0.01% | 19,875 | 1,703 | 9.4% | $3.82万 | 加仓 |
| DIVB | ISHARES TR | $45.46万 | 0.01% | 7,380 | 433 | 6.2% | $2.67万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $45.47万 | 0.01% | 18,000 | -883 | -4.7% | -$2.23万 | 减仓 |
| — | AMPLIFY ETF TR | $45.58万 | 0.01% | 9,887 | 9,887 | — | $45.58万 | 新建仓 |
| AGNC | AGNC INVT CORP | $45.58万 | 0.01% | 41,821 | -859 | -2.0% | -$9,363 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $45.71万 | 0.01% | 4,824 | 4,824 | — | $45.71万 | 新建仓 |
| CCI | CROWN CASTLE INC | $45.74万 | 0.01% | 6,040 | 6,040 | — | $45.74万 | 新建仓 |
| SMLF | ISHARES TR | $45.91万 | 0.01% | 5,150 | 459 | 9.8% | $4.09万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $45.99万 | 0.01% | 4,158 | -1,287 | -23.6% | -$14.24万 | 减仓 |
| VLO | VALERO ENERGY CORP | $46.16万 | 0.01% | 1,772 | -807 | -31.3% | -$21.02万 | 减仓 |
| NET | CLOUDFLARE INC | $46.46万 | 0.01% | 1,894 | -38 | -2.0% | -$9,321 | 减仓 |
| — | ISHARES TR | $47.18万 | 0.01% | 5,276 | -1,098 | -17.2% | -$9.82万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $48.28万 | 0.01% | 16,017 | 231 | 1.5% | $6,962 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $48.39万 | 0.01% | 5,398 | 5,398 | — | $48.39万 | 新建仓 |
| PWRD | TCW ETF TRUST | $48.42万 | 0.01% | 3,938 | 3,938 | — | $48.42万 | 新建仓 |
| CI | THE CIGNA GROUP | $48.43万 | 0.01% | 1,757 | 70 | 4.1% | $1.93万 | 加仓 |