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 |
|---|---|---|---|---|---|---|---|---|
| — | LISTED FDS TR | $57.70万 | 0.02% | 25,473 | 2,563 | 11.2% | $5.81万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $57.73万 | 0.02% | 17,217 | 5,095 | 42.0% | $17.08万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $58.05万 | 0.02% | 10,331 | -3,140 | -23.3% | -$17.64万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $58.22万 | 0.02% | 12,129 | 12,129 | — | $58.22万 | 新建仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $58.43万 | 0.02% | 40,772 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $58.71万 | 0.02% | 12,471 | 3,980 | 46.9% | $18.74万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $58.87万 | 0.02% | 5,695 | -410 | -6.7% | -$4.24万 | 减仓 |
| — | THOMSON REUTERS CORP | $58.96万 | 0.02% | 6,553 | -30,602 | -82.4% | -$275.36万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $59.02万 | 0.02% | 8,228 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $59.06万 | 0.02% | 12,786 | -1,063 | -7.7% | -$4.91万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $59.22万 | 0.02% | 29,537 | 1,048 | 3.7% | $2.10万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $59.55万 | 0.02% | 8,659 | 1 | 0.0% | $69 | 加仓 |
| TM | TOYOTA MOTOR CORP | $59.63万 | 0.02% | 2,893 | 107 | 3.8% | $2.21万 | 加仓 |
| AZO | AUTOZONE INC | $60.12万 | 0.02% | 178 | -1 | -0.6% | -$3,378 | 减仓 |
| RBA | RB GLOBAL INC | $60.17万 | 0.02% | 6,278 | 754 | 13.6% | $7.23万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $60.75万 | 0.02% | 13,587 | 13,587 | — | $60.75万 | 新建仓 |
| — | LATTICE STRATEGIES TR | $60.75万 | 0.02% | 19,591 | -1,317 | -6.3% | -$4.08万 | 减仓 |
| BOND | PIMCO ETF TR | $61.00万 | 0.02% | 6,610 | 533 | 8.8% | $4.92万 | 加仓 |
| KKR | KKR & CO INC | $61.17万 | 0.02% | 6,613 | -605 | -8.4% | -$5.60万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $61.63万 | 0.02% | 5,445 | -259 | -4.5% | -$2.93万 | 减仓 |
| SAP | SAP SE | $61.72万 | 0.02% | 3,605 | -417 | -10.4% | -$7.14万 | 减仓 |
| BOTZ | GLOBAL X FDS | $62.05万 | 0.02% | 18,680 | 1,998 | 12.0% | $6.64万 | 加仓 |
| BILS | SPDR SERIES TRUST | $62.33万 | 0.02% | 6,268 | -138 | -2.2% | -$1.37万 | 减仓 |
| MPLX | MPLX LP | $62.41万 | 0.02% | 10,935 | 4,052 | 58.9% | $23.12万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $62.47万 | 0.02% | 4,236 | 4,236 | — | $62.47万 | 新建仓 |
| XYL | XYLEM INC | $63.00万 | 0.02% | 5,272 | -143 | -2.6% | -$1.71万 | 减仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $63.28万 | 0.02% | 58,488 | -2,515 | -4.1% | -$2.72万 | 减仓 |
| — | WSTRN AST GLBL CORP OPP FD I | $63.46万 | 0.02% | 58,976 | 4,648 | 8.6% | $5.00万 | 加仓 |
| — | ISHARES TR | $63.61万 | 0.02% | 16,032 | -584 | -3.5% | -$2.32万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $63.61万 | 0.02% | 19,615 | 1,608 | 8.9% | $5.21万 | 加仓 |
| VLO | VALERO ENERGY CORP | $63.72万 | 0.02% | 2,579 | 445 | 20.9% | $10.99万 | 加仓 |
| FALN | ISHARES TR | $63.86万 | 0.02% | 23,899 | -2,716 | -10.2% | -$7.26万 | 减仓 |
| IFRA | ISHARES TR | $63.90万 | 0.02% | 11,171 | 5,241 | 88.4% | $29.98万 | 加仓 |
| CMF | ISHARES TR | $64.00万 | 0.02% | 11,255 | 1,609 | 16.7% | $9.15万 | 加仓 |
| SBUX | STARBUCKS CORP | $64.43万 | 0.02% | 7,192 | -213 | -2.9% | -$1.91万 | 减仓 |
| ARKK | ARK ETF TR | $64.48万 | 0.02% | 9,540 | -888 | -8.5% | -$6.00万 | 减仓 |
| NUDM | NUSHARES ETF TR | $64.67万 | 0.02% | 17,908 | 149 | 0.8% | $5,380 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $64.68万 | 0.02% | 10,357 | -393 | -3.7% | -$2.45万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $65.04万 | 0.02% | 4,967 | -843 | -14.5% | -$11.04万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $65.35万 | 0.02% | 13,618 | 13,618 | — | $65.35万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $65.53万 | 0.02% | 3,556 | 127 | 3.7% | $2.34万 | 加仓 |
| TRGP | TARGA RES CORP | $65.69万 | 0.02% | 2,620 | -11 | -0.4% | -$2,758 | 减仓 |
| SPYI | NEOS ETF TRUST | $66.61万 | 0.02% | 13,492 | 1,135 | 9.2% | $5.60万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $66.71万 | 0.02% | 8,087 | 346 | 4.5% | $2.85万 | 加仓 |
| LTPZ | PIMCO ETF TR | $67.29万 | 0.02% | 13,187 | 626 | 5.0% | $3.19万 | 加仓 |
| ICFI | ICF INTL INC | $67.33万 | 0.02% | 10,312 | 1,321 | 14.7% | $8.62万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $67.83万 | 0.02% | 2,636 | -10,088 | -79.3% | -$259.59万 | 减仓 |
| RYLD | GLOBAL X FDS | $68.00万 | 0.02% | 45,487 | 513 | 1.1% | $7,669 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $68.17万 | 0.02% | 5,800 | 5,800 | — | $68.17万 | 新建仓 |
| AVSD | AMERICAN CENTY ETF TR | $68.71万 | 0.02% | 9,329 | -87 | -0.9% | -$6,407 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $68.77万 | 0.02% | 33,695 | 10,758 | 46.9% | $21.96万 | 加仓 |
| LKQ | LKQ CORP | $68.78万 | 0.02% | 23,417 | 410 | 1.8% | $1.20万 | 加仓 |
| NVO | NOVO-NORDISK A S | $70.32万 | 0.02% | 19,136 | -33,720 | -63.8% | -$123.92万 | 减仓 |
| IWY | ISHARES TR | $70.36万 | 0.02% | 2,827 | -92 | -3.2% | -$2.29万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $70.71万 | 0.02% | 16,755 | -454 | -2.6% | -$1.92万 | 减仓 |
| IVE | ISHARES TR | $71.01万 | 0.02% | 3,363 | 21 | 0.6% | $4,434 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $71.25万 | 0.02% | 13,584 | 1,043 | 8.3% | $5.47万 | 加仓 |
| IQV | IQVIA HLDGS INC | $71.71万 | 0.02% | 4,205 | 128 | 3.1% | $2.18万 | 加仓 |
| — | RESEARCH SOLUTIONS INC | $71.80万 | 0.02% | 317,692 | 28,175 | 9.7% | $6.37万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $72.15万 | 0.02% | 6,954 | 1,230 | 21.5% | $12.76万 | 加仓 |
| URI | UNITED RENTALS INC | $72.21万 | 0.02% | 991 | -1 | -0.1% | -$729 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $72.42万 | 0.02% | 57,610 | 903 | 1.6% | $1.14万 | 加仓 |
| — | NORTHERN TECHNOLOGIES INTL C | $72.58万 | 0.02% | 88,077 | 1,890 | 2.2% | $1.56万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $72.58万 | 0.02% | 5,540 | -1,129 | -16.9% | -$14.79万 | 减仓 |
| SH | PROSHARES TR | $72.78万 | 0.02% | 19,187 | 19,187 | — | $72.78万 | 新建仓 |
| CAOS | EA SERIES TRUST | $72.93万 | 0.02% | 8,036 | 304 | 3.9% | $2.76万 | 加仓 |
| BP | BP PLC | $73.38万 | 0.02% | 15,612 | -933 | -5.6% | -$4.39万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $74.03万 | 0.02% | 28,707 | 367 | 1.3% | $9,465 | 加仓 |
| LNG | CHENIERE ENERGY INC | $74.44万 | 0.02% | 2,623 | -308 | -10.5% | -$8.74万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $75.22万 | 0.02% | 13,694 | -3,766 | -21.6% | -$20.69万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $75.30万 | 0.02% | 134,472 | 134,472 | — | $75.30万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $75.48万 | 0.02% | 17,761 | 4,289 | 31.8% | $18.23万 | 加仓 |
| SHV | ISHARES TR | $75.53万 | 0.02% | 6,842 | -766 | -10.1% | -$8.46万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $76.02万 | 0.02% | 4,613 | -40 | -0.9% | -$6,592 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $76.31万 | 0.02% | 16,651 | 5,016 | 43.1% | $22.99万 | 加仓 |
| — | AMERICAN BEACON SELECT FUNDS | $76.34万 | 0.02% | 27,018 | 333 | 1.2% | $9,409 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $76.56万 | 0.02% | 40,596 | 804 | 2.0% | $1.52万 | 加仓 |
| COR | CENCORA INC | $76.91万 | 0.02% | 2,448 | 665 | 37.3% | $20.89万 | 加仓 |
| COWZ | PACER FDS TR | $76.93万 | 0.02% | 12,297 | 875 | 7.7% | $5.47万 | 加仓 |
| GLDM | WORLD GOLD TR | $76.93万 | 0.02% | 8,300 | 686 | 9.0% | $6.36万 | 加仓 |
| IWB | ISHARES TR | $77.43万 | 0.02% | 2,172 | -644 | -22.9% | -$22.96万 | 减仓 |
| IXN | ISHARES TR | $78.20万 | 0.02% | 7,822 | -149 | -1.9% | -$1.49万 | 减仓 |
| SYY | SYSCO CORP | $78.43万 | 0.02% | 10,995 | 283 | 2.6% | $2.02万 | 加仓 |
| ITT | ITT INC | $78.44万 | 0.02% | 4,117 | 4,117 | — | $78.44万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $78.49万 | 0.02% | 13,617 | 291 | 2.2% | $1.68万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $78.71万 | 0.02% | 15,873 | -579 | -3.5% | -$2.87万 | 减仓 |
| SHYG | ISHARES TR | $79.00万 | 0.02% | 18,671 | 1,688 | 9.9% | $7.14万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $79.79万 | 0.03% | 49,651 | 49,651 | — | $79.79万 | 新建仓 |
| NLR | VANECK ETF TRUST | $79.86万 | 0.03% | 5,996 | 446 | 8.0% | $5.94万 | 加仓 |
| BGRN | ISHARES TR | $79.94万 | 0.03% | 16,840 | 907 | 5.7% | $4.31万 | 加仓 |
| EQIX | EQUINIX INC | $80.20万 | 0.03% | 818 | 6 | 0.7% | $5,883 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $80.25万 | 0.03% | 3,950 | -3,000 | -43.2% | -$60.95万 | 减仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $80.26万 | 0.03% | 32,032 | 5,053 | 18.7% | $12.66万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $80.38万 | 0.03% | 4,064 | -157 | -3.7% | -$3.11万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $80.38万 | 0.03% | 7,159 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $81.64万 | 0.03% | 7,100 | -153 | -2.1% | -$1.76万 | 减仓 |
| DCI | DONALDSON INC | $81.76万 | 0.03% | 9,634 | -450 | -4.5% | -$3.82万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $81.90万 | 0.03% | 2,854 | -190 | -6.2% | -$5.45万 | 减仓 |
| FDX | FEDEX CORP | $82.03万 | 0.03% | 2,303 | 18 | 0.8% | $6,411 | 加仓 |
| CME | CME GROUP INC | $82.18万 | 0.03% | 2,782 | 319 | 13.0% | $9.42万 | 加仓 |