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 |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | $83.52万 | 0.03% | 16,690 | -631 | -3.6% | -$3.16万 | 减仓 |
| ARKF | ARK ETF TR | $83.93万 | 0.03% | 22,082 | -100 | -0.5% | -$3,801 | 减仓 |
| ACWX | ISHARES TR | $84.56万 | 0.03% | 12,350 | 7,230 | 141.2% | $49.50万 | 加仓 |
| QUS | SPDR SERIES TRUST | $85.63万 | 0.03% | 4,989 | 4,989 | — | $85.63万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $85.76万 | 0.03% | 3,370 | -625 | -15.6% | -$15.90万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $86.10万 | 0.03% | 6,568 | 834 | 14.5% | $10.93万 | 加仓 |
| RY | ROYAL BK CDA | $86.26万 | 0.03% | 5,332 | -75 | -1.4% | -$1.21万 | 减仓 |
| BTAL | AGF INVTS TR | $86.74万 | 0.03% | 62,135 | 23,599 | 61.2% | $32.94万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $86.95万 | 0.03% | 34,084 | 2,816 | 9.0% | $7.18万 | 加仓 |
| — | PIMCO EQUITY SER | $87.19万 | 0.03% | 20,952 | -43 | -0.2% | -$1,789 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $88.29万 | 0.03% | 37,563 | 5,532 | 17.3% | $13.00万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $88.58万 | 0.03% | 22,393 | 1,895 | 9.2% | $7.50万 | 加仓 |
| ENFR | ALPS ETF TR | $89.33万 | 0.03% | 23,378 | 715 | 3.2% | $2.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $89.90万 | 0.03% | 2,974 | -29 | -1.0% | -$8,767 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $90.15万 | 0.03% | 27,016 | 1,321 | 5.1% | $4.41万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $90.67万 | 0.03% | 19,725 | 4,714 | 31.4% | $21.67万 | 加仓 |
| — | WISDOMTREE TR | $90.70万 | 0.03% | 29,071 | 357 | 1.2% | $1.11万 | 加仓 |
| CMI | CUMMINS INC | $90.71万 | 0.03% | 1,686 | 148 | 9.6% | $7.96万 | 加仓 |
| ALC | ALCON AG | $90.73万 | 0.03% | 12,041 | 2,724 | 29.2% | $20.53万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $91.21万 | 0.03% | 40,091 | 11,367 | 39.6% | $25.86万 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $91.67万 | 0.03% | 108,361 | 6,737 | 6.6% | $5.70万 | 加仓 |
| TER | TERADYNE INC | $93.62万 | 0.03% | 3,158 | 259 | 8.9% | $7.68万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $93.71万 | 0.03% | 2,648 | -7,107 | -72.9% | -$251.51万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $93.75万 | 0.03% | 3,602 | 5 | 0.1% | $1,301 | 加仓 |
| DLN | WISDOMTREE TR | $94.06万 | 0.03% | 10,529 | -726 | -6.5% | -$6.49万 | 减仓 |
| — | EA SERIES TRUST | $94.72万 | 0.03% | 25,987 | 25,987 | — | $94.72万 | 新建仓 |
| ALL | ALLSTATE CORP | $94.94万 | 0.03% | 4,579 | 1,046 | 29.6% | $21.69万 | 加仓 |
| EVR | EVERCORE INC | $95.80万 | 0.03% | 3,209 | 125 | 4.1% | $3.73万 | 加仓 |
| QYLD | GLOBAL X FDS | $96.05万 | 0.03% | 56,005 | 4,353 | 8.4% | $7.47万 | 加仓 |
| PAVE | GLOBAL X FDS | $96.19万 | 0.03% | 18,931 | 619 | 3.4% | $3.15万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $96.33万 | 0.03% | 19,339 | -18 | -0.1% | -$897 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $96.63万 | 0.03% | 13,434 | 15 | 0.1% | $1,079 | 加仓 |
| SHEL | SHELL PLC | $96.67万 | 0.03% | 10,395 | 125 | 1.2% | $1.16万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $97.81万 | 0.03% | 47,298 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $99.03万 | 0.03% | 7,116 | 416 | 6.2% | $5.79万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $99.21万 | 0.03% | 96,042 | 7,836 | 8.9% | $8.09万 | 加仓 |
| UMI | USCF ETF TR | $99.64万 | 0.03% | 17,007 | -1,826 | -9.7% | -$10.70万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $99.83万 | 0.03% | 15,593 | 320 | 2.1% | $2.05万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $100.40万 | 0.03% | 8,744 | 96 | 1.1% | $1.10万 | 加仓 |
| QQQI | NEOS ETF TRUST | $100.80万 | 0.03% | 20,285 | 3,998 | 24.5% | $19.87万 | 加仓 |
| MMM | 3M CO | $100.86万 | 0.03% | 6,945 | -125 | -1.8% | -$1.82万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $101.17万 | 0.03% | 30,233 | 22,434 | 287.7% | $75.08万 | 加仓 |
| IWV | ISHARES TR | $102.25万 | 0.03% | 2,759 | 6 | 0.2% | $2,224 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $102.27万 | 0.03% | 54,312 | 2,113 | 4.0% | $3.98万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $102.39万 | 0.03% | 27,861 | 300 | 1.1% | $1.10万 | 加仓 |
| TMUS | T-MOBILE US INC | $102.43万 | 0.03% | 4,877 | 625 | 14.7% | $13.13万 | 加仓 |
| VV | VANGUARD INDEX FDS | $102.67万 | 0.03% | 3,435 | -44 | -1.3% | -$1.32万 | 减仓 |
| VHT | VANGUARD WORLD FD | $102.81万 | 0.03% | 3,775 | -9 | -0.2% | -$2,451 | 减仓 |
| — | EA SERIES TRUST | $102.91万 | 0.03% | 14,289 | 14,289 | — | $102.91万 | 新建仓 |
| GRNY | TIDAL TRUST I | $103.07万 | 0.03% | 43,181 | 20,334 | 89.0% | $48.54万 | 加仓 |
| BBLU | EA SERIES TRUST | $103.36万 | 0.03% | 70,025 | -5,900 | -7.8% | -$8.71万 | 减仓 |
| MUNI | PIMCO ETF TR | $103.96万 | 0.03% | 19,919 | -9,959 | -33.3% | -$51.98万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $104.12万 | 0.03% | 20,876 | 1,546 | 8.0% | $7.71万 | 加仓 |
| ZTS | ZOETIS INC | $104.16万 | 0.03% | 8,812 | 2,735 | 45.0% | $32.33万 | 加仓 |
| ESAB | ESAB CORPORATION | $104.48万 | 0.03% | 10,809 | 876 | 8.8% | $8.47万 | 加仓 |
| CRH | CRH PLC | $105.01万 | 0.03% | 9,990 | -28 | -0.3% | -$2,943 | 减仓 |
| GLW | CORNING INC | $105.49万 | 0.03% | 7,758 | -8,543 | -52.4% | -$116.16万 | 减仓 |
| DSI | ISHARES TR | $105.89万 | 0.03% | 8,738 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $106.14万 | 0.03% | 14,584 | -2,159 | -12.9% | -$15.71万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $106.17万 | 0.03% | 15,318 | 293 | 2.0% | $2.03万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $106.28万 | 0.03% | 21,105 | 3,319 | 18.7% | $16.71万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $107.66万 | 0.03% | 16,102 | 712 | 4.6% | $4.76万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $107.98万 | 0.03% | 30,078 | 345 | 1.2% | $1.24万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $107.99万 | 0.03% | 34,208 | 2,635 | 8.3% | $8.32万 | 加仓 |
| MCK | MCKESSON CORP | $108.55万 | 0.03% | 1,254 | 136 | 12.2% | $11.77万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $108.74万 | 0.03% | 98,677 | 14,101 | 16.7% | $15.54万 | 加仓 |
| EWJ | ISHARES INC | $108.92万 | 0.03% | 12,899 | -1,478 | -10.3% | -$12.48万 | 减仓 |
| LQD | ISHARES TR | $109.47万 | 0.03% | 10,044 | 1,078 | 12.0% | $11.75万 | 加仓 |
| EME | EMCOR GROUP INC | $109.57万 | 0.03% | 1,484 | 1,484 | — | $109.57万 | 新建仓 |
| C | CITIGROUP INC | $110.60万 | 0.03% | 9,752 | 429 | 4.6% | $4.87万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $111.69万 | 0.04% | 2,630 | -2,813 | -51.7% | -$119.47万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $112.50万 | 0.04% | 3,278 | 963 | 41.6% | $33.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.14万 | 0.04% | 1,834 | 41 | 2.3% | $2.53万 | 加仓 |
| VNT | VONTIER CORPORATION | $113.39万 | 0.04% | 31,968 | 695 | 2.2% | $2.47万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $115.46万 | 0.04% | 24,144 | 1,658 | 7.4% | $7.93万 | 加仓 |
| EMXC | ISHARES INC | $115.81万 | 0.04% | 14,722 | 702 | 5.0% | $5.52万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $115.94万 | 0.04% | 19,627 | 919 | 4.9% | $5.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $116.27万 | 0.04% | 15,483 | 415 | 2.8% | $3.12万 | 加仓 |
| TLTW | ISHARES TR | $116.59万 | 0.04% | 51,544 | 6,025 | 13.2% | $13.63万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $118.70万 | 0.04% | 15,923 | -2,526 | -13.7% | -$18.83万 | 减仓 |
| EOG | EOG RES INC | $120.07万 | 0.04% | 8,305 | -2 | -0.0% | -$289 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $120.30万 | 0.04% | 10,821 | 1,059 | 10.8% | $11.77万 | 加仓 |
| ESGD | ISHARES TR | $120.94万 | 0.04% | 12,648 | -1,100 | -8.0% | -$10.52万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $121.15万 | 0.04% | 2,560 | 354 | 16.0% | $16.75万 | 加仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $121.32万 | 0.04% | 23,973 | 963 | 4.2% | $4.87万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $121.36万 | 0.04% | 2,503 | 16 | 0.6% | $7,758 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $122.17万 | 0.04% | 10,631 | -144 | -1.3% | -$1.65万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $123.79万 | 0.04% | 24,998 | 4,016 | 19.1% | $19.89万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $124.06万 | 0.04% | 4,443 | 485 | 12.3% | $13.54万 | 加仓 |
| MSTR | STRATEGY INC | $125.07万 | 0.04% | 10,022 | 1,105 | 12.4% | $13.79万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $125.09万 | 0.04% | 4,451 | 21 | 0.5% | $5,902 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $126.26万 | 0.04% | 29,274 | -4,482 | -13.3% | -$19.33万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $126.54万 | 0.04% | 60,199 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $127.06万 | 0.04% | 9,917 | -658 | -6.2% | -$8.43万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $127.54万 | 0.04% | 15,926 | 138 | 0.9% | $1.11万 | 加仓 |
| ECL | ECOLAB INC | $127.56万 | 0.04% | 4,795 | -28 | -0.6% | -$7,449 | 减仓 |
| O | REALTY INCOME CORP | $128.34万 | 0.04% | 20,978 | 3,225 | 18.2% | $19.73万 | 加仓 |
| APP | APPLOVIN CORP | $130.23万 | 0.04% | 3,272 | 974 | 42.4% | $38.77万 | 加仓 |
| EEM | ISHARES TR | $130.34万 | 0.04% | 22,951 | 941 | 4.3% | $5.34万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $131.20万 | 0.04% | 2,833 | -490 | -14.7% | -$22.69万 | 减仓 |