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 |
|---|---|---|---|---|---|---|---|---|
| XHLF | BONDBLOXX ETF TRUST | $48.54万 | 0.01% | 9,650 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $48.56万 | 0.01% | 10,373 | 904 | 9.5% | $4.23万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $48.72万 | 0.01% | 8,270 | 8,270 | — | $48.72万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $49.26万 | 0.01% | 6,031 | -522 | -8.0% | -$4.26万 | 减仓 |
| MKC | MCCORMICK & CO INC | $49.32万 | 0.01% | 9,782 | 87 | 0.9% | $4,387 | 加仓 |
| ESML | ISHARES TR | $49.32万 | 0.01% | 8,819 | 446 | 5.3% | $2.49万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $49.38万 | 0.01% | 12,963 | 2,120 | 19.6% | $8.08万 | 加仓 |
| UTES | ETFIS SER TR I | $49.62万 | 0.01% | 6,070 | 222 | 3.8% | $1.81万 | 加仓 |
| PAYX | PAYCHEX INC | $49.94万 | 0.01% | 5,079 | 1,419 | 38.8% | $13.95万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $50.12万 | 0.01% | 27,402 | -2,433 | -8.2% | -$4.45万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $50.39万 | 0.01% | 4,590 | -1,244 | -21.3% | -$13.66万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $50.55万 | 0.01% | 23,623 | 23,623 | — | $50.55万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $50.68万 | 0.01% | 57,270 | -340 | -0.6% | -$3,009 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $50.87万 | 0.01% | 11,274 | 1,937 | 20.7% | $8.74万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $50.92万 | 0.01% | 9,518 | -720 | -7.0% | -$3.85万 | 减仓 |
| NUSC | NUSHARES ETF TR | $51.04万 | 0.01% | 9,792 | -447 | -4.4% | -$2.33万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $51.28万 | 0.01% | 42,732 | 6,368 | 17.5% | $7.64万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $51.36万 | 0.01% | 6,954 | 6,954 | — | $51.36万 | 新建仓 |
| FRDM | EA SERIES TRUST | $51.37万 | 0.01% | 7,046 | -761 | -9.7% | -$5.55万 | 减仓 |
| SNOW | SNOWFLAKE INC | $51.56万 | 0.01% | 2,026 | 82 | 4.2% | $2.09万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $51.74万 | 0.01% | 10,631 | 10,631 | — | $51.74万 | 新建仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $51.87万 | 0.01% | 92,964 | -2,444 | -2.6% | -$1.36万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $52.13万 | 0.01% | 21,443 | -24 | -0.1% | -$583 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $52.24万 | 0.01% | 1,000 | 1,000 | — | $52.24万 | 新建仓 |
| FLXR | TCW ETF TRUST | $52.28万 | 0.01% | 13,334 | 1,841 | 16.0% | $7.22万 | 加仓 |
| — | VANECK ETF TRUST | $52.54万 | 0.01% | 21,769 | -21 | -0.1% | -$507 | 减仓 |
| — | GMO ETF TRUST | $52.57万 | 0.01% | 19,447 | 4,314 | 28.5% | $11.66万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $53.05万 | 0.02% | 11,962 | -69 | -0.6% | -$3,060 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $53.14万 | 0.02% | 10,480 | -487 | -4.4% | -$2.47万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.23万 | 0.02% | 25,075 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $53.25万 | 0.02% | 12,625 | 2,402 | 23.5% | $10.13万 | 加仓 |
| BTAL | AGF INVTS TR | $53.66万 | 0.02% | 48,129 | -14,006 | -22.5% | -$15.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.67万 | 0.02% | 24,430 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $53.93万 | 0.02% | 27,115 | 11,659 | 75.4% | $23.19万 | 加仓 |
| WAT | WATERS CORP | $54.38万 | 0.02% | 1,450 | -8,431 | -85.3% | -$316.20万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $54.55万 | 0.02% | 17,063 | -154 | -0.9% | -$4,923 | 减仓 |
| — | GLOBAL X FDS | $54.65万 | 0.02% | 18,030 | 506 | 2.9% | $1.53万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $54.77万 | 0.02% | 9,461 | -4,233 | -30.9% | -$24.50万 | 减仓 |
| VOX | VANGUARD WORLD FD | $54.80万 | 0.02% | 2,979 | 1,583 | 113.4% | $29.12万 | 加仓 |
| TBIL | RBB FD INC | $54.85万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $55.18万 | 0.02% | 1,237 | 165 | 15.4% | $7.36万 | 加仓 |
| ICVT | ISHARES TR | $55.34万 | 0.02% | 4,546 | -847 | -15.7% | -$10.31万 | 减仓 |
| BILS | SPDR SERIES TRUST | $55.58万 | 0.02% | 5,593 | -675 | -10.8% | -$6.71万 | 减仓 |
| BP | BP PLC | $56.17万 | 0.02% | 15,201 | -411 | -2.6% | -$1.52万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $56.33万 | 0.02% | 6,949 | 286 | 4.3% | $2.32万 | 加仓 |
| NOW | SERVICENOW INC | $56.86万 | 0.02% | 5,727 | 1,657 | 40.7% | $16.45万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $57.10万 | 0.02% | 13,611 | -3,144 | -18.8% | -$13.19万 | 减仓 |
| IOO | ISHARES TR | $57.21万 | 0.02% | 4,188 | 152 | 3.8% | $2.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $57.23万 | 0.02% | 4,810 | 1,315 | 37.6% | $15.65万 | 加仓 |
| GIS | GENERAL MILLS INC | $57.50万 | 0.02% | 16,523 | 8,090 | 95.9% | $28.15万 | 加仓 |
| CME | CME GROUP INC | $57.59万 | 0.02% | 2,608 | -174 | -6.3% | -$3.84万 | 减仓 |
| ROCQ | J P MORGAN EXCHANGE TRADED F | $57.66万 | 0.02% | 10,000 | 10,000 | — | $57.66万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $57.76万 | 0.02% | 6,500 | 6,500 | — | $57.76万 | 新建仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $57.94万 | 0.02% | 22,693 | 1,675 | 8.0% | $4.28万 | 加仓 |
| SHE | SPDR SERIES TRUST | $58.04万 | 0.02% | 3,758 | 183 | 5.1% | $2.83万 | 加仓 |
| IBB | ISHARES TR | $58.16万 | 0.02% | 3,058 | -86 | -2.7% | -$1.64万 | 减仓 |
| MGC | VANGUARD WORLD FD | $58.16万 | 0.02% | 2,126 | 356 | 20.1% | $9.74万 | 加仓 |
| ETR | ENTERGY CORP NEW | $58.22万 | 0.02% | 5,069 | 55 | 1.1% | $6,317 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $58.34万 | 0.02% | 40,572 | -200 | -0.5% | -$2,876 | 减仓 |
| LKQ | LKQ CORP | $58.59万 | 0.02% | 22,253 | -1,164 | -5.0% | -$3.06万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $59.02万 | 0.02% | 11,093 | -1,036 | -8.5% | -$5.51万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $59.06万 | 0.02% | 20,443 | 1,618 | 8.6% | $4.67万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $59.28万 | 0.02% | 14,772 | 365 | 2.5% | $1.46万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $59.50万 | 0.02% | 5,297 | -243 | -4.4% | -$2.73万 | 减仓 |
| IWY | ISHARES TR | $59.54万 | 0.02% | 2,049 | -778 | -27.5% | -$22.61万 | 减仓 |
| KKR | KKR & CO INC | $59.83万 | 0.02% | 6,519 | -94 | -1.4% | -$8,627 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $60.28万 | 0.02% | 28,556 | -133 | -0.5% | -$2,808 | 减仓 |
| XYL | XYLEM INC | $60.60万 | 0.02% | 5,126 | -146 | -2.8% | -$1.73万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $60.87万 | 0.02% | 12,742 | -2 | -0.0% | -$96 | 减仓 |
| — | LISTED FDS TR | $60.91万 | 0.02% | 27,084 | 1,611 | 6.3% | $3.62万 | 加仓 |
| WRB | BERKLEY W R CORP | $61.09万 | 0.02% | 8,661 | 1,917 | 28.4% | $13.52万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $61.31万 | 0.02% | 6,688 | 189 | 2.9% | $1.73万 | 加仓 |
| SMDV | PROSHARES TR | $61.39万 | 0.02% | 7,970 | 23 | 0.3% | $1,772 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $61.41万 | 0.02% | 9,943 | 701 | 7.6% | $4.33万 | 加仓 |
| HACK | AMPLIFY ETF TR | $61.42万 | 0.02% | 5,853 | 5,853 | — | $61.42万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $61.46万 | 0.02% | 13,427 | -160 | -1.2% | -$7,323 | 减仓 |
| BOND | PIMCO ETF TR | $61.49万 | 0.02% | 6,669 | 59 | 0.9% | $5,440 | 加仓 |
| DXJ | WISDOMTREE TR | $61.51万 | 0.02% | 3,545 | 26 | 0.7% | $4,511 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.16万 | 0.02% | 1,266 | -82 | -6.1% | -$4.03万 | 减仓 |
| IWR | ISHARES TR | $62.26万 | 0.02% | 5,644 | -28 | -0.5% | -$3,089 | 减仓 |
| RGLD | ROYAL GOLD INC | $62.40万 | 0.02% | 3,126 | -244 | -7.2% | -$4.87万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $62.57万 | 0.02% | 2,618 | -5 | -0.2% | -$1,195 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $62.62万 | 0.02% | 15,404 | 15,404 | — | $62.62万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $62.81万 | 0.02% | 3,798 | -144 | -3.7% | -$2.38万 | 减仓 |
| NUE | NUCOR CORP | $62.96万 | 0.02% | 2,827 | 10 | 0.4% | $2,227 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $63.49万 | 0.02% | 5,797 | 243 | 4.4% | $2.66万 | 加仓 |
| IVE | ISHARES TR | $63.51万 | 0.02% | 2,797 | -566 | -16.8% | -$12.85万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $63.95万 | 0.02% | 4,075 | -36 | -0.9% | -$5,650 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $64.23万 | 0.02% | 10,283 | -48 | -0.5% | -$2,998 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $64.44万 | 0.02% | 13,061 | -2,812 | -17.7% | -$13.87万 | 减仓 |
| NVO | NOVO-NORDISK A S | $64.54万 | 0.02% | 13,464 | -5,672 | -29.6% | -$27.19万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $64.67万 | 0.02% | 6,831 | 6,831 | — | $64.67万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $65.04万 | 0.02% | 6,398 | -419 | -6.1% | -$4.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $65.09万 | 0.02% | 12,049 | 5,313 | 78.9% | $28.70万 | 加仓 |
| ZTS | ZOETIS INC | $65.79万 | 0.02% | 9,156 | 344 | 3.9% | $2.47万 | 加仓 |
| — | ISHARES TR | $65.89万 | 0.02% | 14,712 | 1,700 | 13.1% | $7.61万 | 加仓 |
| VLUE | ISHARES TR | $66.04万 | 0.02% | 3,305 | -44 | -1.3% | -$8,792 | 减仓 |
| MUNI | PIMCO ETF TR | $66.14万 | 0.02% | 12,575 | -7,344 | -36.9% | -$38.63万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $66.42万 | 0.02% | 26,492 | 26,492 | — | $66.42万 | 新建仓 |
| FALN | ISHARES TR | $66.46万 | 0.02% | 24,399 | 500 | 2.1% | $1.36万 | 加仓 |