13F 机构持仓

Dynamic Advisor Solutions LLC

PHOENIX AZ · SEC CIK 0001599747

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$35.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.2%
SPYM 2.1%
NVDA 1.7%
GSLC 1.4%
FBND 1.4%
MSFT 1.3%
DFUS 1.3%
SCHM 1.3%
QQQ 1.2%
AMZN 1.1%

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
FANG DIAMONDBACK ENERGY INC $66.73万0.02%3,796 -268-6.6% -$4.71万 减仓
— ISHARES TR $67.01万0.02%15,592 -440-2.7% -$1.89万 减仓
APO APOLLO GLOBAL MGMT INC $67.08万0.02%5,670 60011.8% $7.10万 加仓
— WSTRN AST GLBL CORP OPP FD I $67.09万0.02%62,526 3,5506.0% $3.81万 加仓
DVY ISHARES TR $67.31万0.02%4,306 1,03331.6% $16.15万 加仓
SAMT ADVISORS INNER CIRCLE FD III $67.50万0.02%14,140 14,140— $67.50万 新建仓
CMF ISHARES TR $67.57万0.02%11,723 4684.2% $2.70万 加仓
AVDE AMERICAN CENTY ETF TR $67.68万0.02%7,587 7,587— $67.68万 新建仓
VSGX VANGUARD WORLD FD $67.75万0.02%8,228 00.0% — 不变
TRGP TARGA RES CORP $67.84万0.02%2,530 -90-3.4% -$2.41万 减仓
CGSD CAPITAL GRP FIXED INCM ETF T $68.60万0.02%26,660 -2,047-7.1% -$5.27万 减仓
MPLX MPLX LP $69.01万0.02%12,251 1,31612.0% $7.41万 加仓
COR CENCORA INC $69.53万0.02%2,457 90.4% $2,547 加仓
— LATTICE STRATEGIES TR $69.59万0.02%19,454 -137-0.7% -$4,900 减仓
HSBC HSBC HLDGS PLC $69.70万0.02%7,330 -757-9.4% -$7.20万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $69.84万0.02%6,187 4928.6% $5.55万 加仓
AWI ARMSTRONG WORLD INDS INC NEW $69.98万0.02%4,362 -251-5.4% -$4.03万 减仓
JCI JOHNSON CONTROLS INTERNATION $70.19万0.02%4,804 -163-3.3% -$2.38万 减仓
VOE VANGUARD INDEX FDS $70.63万0.02%3,575 190.5% $3,754 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $70.84万0.02%2,834 47019.9% $11.75万 加仓
FUMB FIRST TR EXCH TRADED FD III $71.05万0.02%35,427 5,89019.9% $11.81万 加仓
LFTO LIFTOFF MOBILE INC $71.24万0.02%29,659 29,659— $71.24万 新建仓
AZO AUTOZONE INC $71.27万0.02%223 4525.3% $14.38万 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $71.59万0.02%22,379 22,379— $71.59万 新建仓
IGM ISHARES TR $71.68万0.02%4,382 4,382— $71.68万 新建仓
IQV IQVIA HLDGS INC $71.72万0.02%3,712 -493-11.7% -$9.53万 减仓
FTXL FIRST TR EXCHANGE TRADED FD $72.04万0.02%2,528 -1,708-40.3% -$48.67万 减仓
BOCT INNOVATOR ETFS TRUST $72.17万0.02%13,611 -7-0.1% -$371 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $72.21万0.02%34,867 34,867— $72.21万 新建仓
MTUM ISHARES TR $72.57万0.02%2,117 100.5% $3,428 加仓
FNDA SCHWAB STRATEGIC TR $72.65万0.02%19,089 -526-2.7% -$2.00万 减仓
USB US BANCORP $72.80万0.02%12,053 3,50641.0% $21.18万 加仓
FNDX SCHWAB STRATEGIC TR $73.28万0.02%23,562 3,12115.3% $9.71万 加仓
GLDM WORLD GOLD TR $73.28万0.02%9,227 92711.2% $7.36万 加仓
ARKK ARK ETF TR $73.63万0.02%9,110 -430-4.5% -$3.48万 减仓
ADP AUTOMATIC DATA PROCESSING IN $73.75万0.02%3,293 -657-16.6% -$14.71万 减仓
CLOI VANECK ETF TRUST $73.77万0.02%13,932 3,92239.2% $20.77万 加仓
BKLN INVESCO EXCH TRADED FD TR II $74.00万0.02%36,327 2,6327.8% $5.36万 加仓
— DBX ETF TR $74.24万0.02%19,040 19,040— $74.24万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $74.33万0.02%17,044 7,01469.9% $30.59万 重新持有
JCPB J P MORGAN EXCHANGE TRADED F $74.57万0.02%15,885 3,41427.4% $16.03万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $75.09万0.02%14,117 9,736222.2% $51.79万 加仓
ITT ITT INC $75.60万0.02%3,823 -294-7.1% -$5.81万 减仓
RBA RB GLOBAL INC $75.63万0.02%6,495 2173.5% $2.53万 加仓
DFGX DIMENSIONAL ETF TRUST $75.65万0.02%14,114 5303.9% $2.84万 加仓
BBHY J P MORGAN EXCHANGE TRADED F $76.37万0.02%16,569 -82-0.5% -$3,780 减仓
NLR VANECK ETF TRUST $76.82万0.02%6,624 62810.5% $7.28万 加仓
NUDM NUSHARES ETF TR $77.17万0.02%19,282 1,3747.7% $5.50万 加仓
COWZ PACER FDS TR $77.27万0.02%12,422 1251.0% $7,775 加仓
GAB GABELLI EQUITY TR INC $77.78万0.02%137,419 2,9472.2% $1.67万 加仓
BGRN ISHARES TR $78.05万0.02%16,440 -400-2.4% -$1.90万 减仓
TMUS T-MOBILE US INC $78.23万0.02%4,664 -213-4.4% -$3.57万 减仓
SHV ISHARES TR $78.26万0.02%7,092 2503.7% $2.76万 加仓
FDX FEDEX CORP $78.37万0.02%2,503 2008.7% $6.26万 加仓
— NORTHERN TECHNOLOGIES INTL C $78.49万0.02%91,695 3,6184.1% $3.10万 加仓
AVSD AMERICAN CENTY ETF TR $79.50万0.02%9,952 6236.7% $4.98万 加仓
VOT VANGUARD INDEX FDS $80.24万0.02%2,620 -16-0.6% -$4,900 减仓
PDEC INNOVATOR ETFS TRUST $80.47万0.02%17,535 -226-1.3% -$1.04万 减仓
MSTR STRATEGY INC $80.55万0.02%9,266 -756-7.5% -$6.57万 减仓
CAOS EA SERIES TRUST $81.03万0.02%8,967 93111.6% $8.41万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $81.22万0.02%4,236 1,81875.2% $34.86万 加仓
SHYG ISHARES TR $81.57万0.02%19,233 5623.0% $2.38万 加仓
NSC NORFOLK SOUTHN CORP $81.60万0.02%2,594 -260-9.1% -$8.18万 减仓
— DIMENSIONAL ETF TRUST $82.25万0.02%11,767 1,41013.6% $9.86万 加仓
ENOV ENOVIS CORPORATION $82.94万0.02%40,070 -21-0.1% -$435 减仓
DCI DONALDSON INC $82.99万0.02%9,245 -389-4.0% -$3.49万 减仓
SPTM SPDR SERIES TRUST $83.14万0.02%9,157 -7,519-45.1% -$68.26万 减仓
SHEL SHELL PLC $83.16万0.02%10,725 3303.2% $2.56万 加仓
AEP AMERICAN ELEC PWR CO INC $83.67万0.02%6,115 -453-6.9% -$6.20万 减仓
— AMERICAN BEACON SELECT FUNDS $83.84万0.02%29,007 1,9897.4% $5.75万 加仓
EQIX EQUINIX INC $84.75万0.02%813 -5-0.6% -$5,212 减仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $84.77万0.02%36,197 -1,366-3.6% -$3.20万 减仓
— RESEARCH SOLUTIONS INC $84.82万0.02%365,599 47,90715.1% $11.11万 加仓
SBUX STARBUCKS CORP $84.98万0.02%8,316 1,12415.6% $11.49万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $85.15万0.02%17,105 9,683130.5% $48.20万 加仓
IWB ISHARES TR $85.56万0.02%2,089 -83-3.8% -$3.40万 减仓
— CAPITAL GRP FIXED INCM ETF T $86.55万0.02%34,170 2,1386.7% $5.42万 加仓
ARKQ ARK ETF TR $86.75万0.02%6,561 2,64367.5% $34.95万 加仓
FV FIRST TR EXCHANGE TRADED FD $87.92万0.02%11,587 6,030108.5% $45.76万 加仓
RYLD GLOBAL X FDS $88.08万0.02%55,087 9,60021.1% $15.35万 加仓
WDC WESTERN DIGITAL CORP $88.80万0.03%1,390 282.1% $1.79万 加仓
FTEC FIDELITY COVINGTON TRUST $88.92万0.03%3,114 37013.5% $10.56万 加仓
QUS SPDR SERIES TRUST $93.23万0.03%4,989 00.0% — 不变
LTPZ PIMCO ETF TR $93.31万0.03%18,423 5,23639.7% $26.52万 加仓
TECB ISHARES TR $93.42万0.03%13,020 13,020— $93.42万 新建仓
MBSF VALUED ADVISERS TR $93.47万0.03%36,407 2,3236.8% $5.96万 加仓
UBER UBER TECHNOLOGIES INC $93.95万0.03%13,019 -415-3.1% -$2.99万 减仓
— CREDIT SUISSE NASSAU BRANC $93.96万0.03%6,685 3,567114.4% $50.13万 加仓
— EA SERIES TRUST $94.08万0.03%25,904 -83-0.3% -$3,015 减仓
MDLZ MONDELEZ INTL INC $94.49万0.03%16,336 2,71920.0% $15.73万 加仓
ROP ROPER TECHNOLOGIES INC $94.75万0.03%2,800 1525.7% $5.14万 加仓
PJUL INNOVATOR ETFS TRUST $94.99万0.03%19,462 -263-1.3% -$1.28万 减仓
HCA HCA HEALTHCARE INC $95.12万0.03%2,440 -120-4.7% -$4.68万 减仓
ESGV VANGUARD WORLD FD $95.40万0.03%7,214 550.8% $7,273 加仓
ALC ALCON AG $95.74万0.03%14,268 2,22718.5% $14.94万 加仓
VV VANGUARD INDEX FDS $95.93万0.03%2,789 -646-18.8% -$22.22万 减仓
EOG EOG RES INC $96.52万0.03%7,440 -865-10.4% -$11.22万 减仓
WIW WESTERN AST INFL LKD OPP & I $96.77万0.03%115,200 6,8396.3% $5.74万 加仓
MCK MCKESSON CORP $97.20万0.03%1,286 322.6% $2.42万 加仓
ICFI ICF INTL INC $97.30万0.03%13,355 3,04329.5% $22.17万 加仓