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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | $131.29万 | 0.04% | 4,725 | 417 | 9.7% | $11.59万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $131.84万 | 0.04% | 16,676 | 5,825 | 53.7% | $46.05万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $132.22万 | 0.04% | 314 | -1 | -0.3% | -$4,211 | 减仓 |
| ESGU | ISHARES TR | $132.26万 | 0.04% | 9,352 | -532 | -5.4% | -$7.52万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $132.70万 | 0.04% | 22,854 | -3,995 | -14.9% | -$23.20万 | 减仓 |
| NEM | NEWMONT CORP | $133.04万 | 0.04% | 12,291 | -206 | -1.6% | -$2.23万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $133.49万 | 0.04% | 21,297 | 1,323 | 6.6% | $8.29万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $134.72万 | 0.04% | 39,836 | 730 | 1.9% | $2.47万 | 加仓 |
| QUAL | ISHARES TR | $136.47万 | 0.04% | 7,115 | -392 | -5.2% | -$7.52万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $137.08万 | 0.04% | 57,330 | 8,490 | 17.4% | $20.30万 | 加仓 |
| DG | DOLLAR GEN CORP | $138.30万 | 0.04% | 11,648 | 729 | 6.7% | $8.66万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $138.85万 | 0.04% | 47,291 | 2,447 | 5.5% | $7.18万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $139.56万 | 0.04% | 25,211 | 5,906 | 30.6% | $32.69万 | 加仓 |
| ET | ENERGY TRANSFER L P | $141.76万 | 0.04% | 73,448 | 18,311 | 33.2% | $35.34万 | 加仓 |
| IHI | ISHARES TR | $141.86万 | 0.04% | 26,590 | -193 | -0.7% | -$1.03万 | 减仓 |
| OACP | UNIFIED SER TR | $141.86万 | 0.04% | 62,439 | 3,971 | 6.8% | $9.02万 | 加仓 |
| CSHI | NEOS ETF TRUST | $142.07万 | 0.04% | 28,540 | 387 | 1.4% | $1.93万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $142.08万 | 0.04% | 6,540 | 94 | 1.5% | $2.04万 | 加仓 |
| GARP | ISHARES TR | $142.55万 | 0.04% | 22,283 | 3,519 | 18.8% | $22.51万 | 加仓 |
| QCOM | QUALCOMM INC | $143.38万 | 0.05% | 11,133 | 756 | 7.3% | $9.74万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $144.30万 | 0.05% | 32,210 | 5,855 | 22.2% | $26.23万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $145.81万 | 0.05% | 4,999 | 28 | 0.6% | $8,167 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $145.88万 | 0.05% | 36,297 | -322 | -0.9% | -$1.29万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $146.53万 | 0.05% | 22,679 | -626 | -2.7% | -$4.04万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $146.88万 | 0.05% | 24,989 | 1,823 | 7.9% | $10.72万 | 加仓 |
| CSX | CSX CORP | $147.87万 | 0.05% | 36,022 | 613 | 1.7% | $2.52万 | 加仓 |
| LIN | LINDE PLC | $147.93万 | 0.05% | 2,984 | 189 | 6.8% | $9.37万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $148.30万 | 0.05% | 89,282 | 11,414 | 14.7% | $18.96万 | 加仓 |
| USAR | USA RARE EARTH INC | $149.21万 | 0.05% | 98,584 | 98,584 | — | $149.21万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $150.13万 | 0.05% | 11,754 | 161 | 1.4% | $2.06万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $151.63万 | 0.05% | 85,427 | 1,128 | 1.3% | $2.00万 | 加仓 |
| IVW | ISHARES TR | $152.63万 | 0.05% | 13,494 | 1,363 | 11.2% | $15.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $152.64万 | 0.05% | 3,981 | 30 | 0.8% | $1.15万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $152.96万 | 0.05% | 10,547 | -393 | -3.6% | -$5.70万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $153.12万 | 0.05% | 56,129 | 10,597 | 23.3% | $28.91万 | 加仓 |
| BA | BOEING CO | $153.32万 | 0.05% | 7,704 | 218 | 2.9% | $4.34万 | 加仓 |
| MDT | MEDTRONIC PLC | $155.19万 | 0.05% | 17,910 | -5,478 | -23.4% | -$47.47万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $155.37万 | 0.05% | 6,639 | -257 | -3.7% | -$6.01万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $155.38万 | 0.05% | 25,618 | 424 | 1.7% | $2.57万 | 加仓 |
| TFLO | ISHARES TR | $155.96万 | 0.05% | 30,804 | -3,650 | -10.6% | -$18.48万 | 减仓 |
| HEFA | ISHARES TR | $157.96万 | 0.05% | 37,172 | -43 | -0.1% | -$1,827 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $158.48万 | 0.05% | 3,549 | -119 | -3.2% | -$5.31万 | 减仓 |
| DHS | WISDOMTREE TR | $160.24万 | 0.05% | 14,671 | 2,169 | 17.3% | $23.69万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $160.33万 | 0.05% | 38,717 | 313 | 0.8% | $1.30万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $161.13万 | 0.05% | 21,196 | 662 | 3.2% | $5.03万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $161.89万 | 0.05% | 50,990 | 50,990 | — | $161.89万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $163.47万 | 0.05% | 32,269 | -1,062 | -3.2% | -$5.38万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $164.02万 | 0.05% | 79,468 | 44,234 | 125.5% | $91.30万 | 加仓 |
| TLT | ISHARES TR | $165.98万 | 0.05% | 19,146 | -12,946 | -40.3% | -$112.23万 | 减仓 |
| OKE | ONEOK INC NEW | $166.03万 | 0.05% | 18,368 | 2,275 | 14.1% | $20.56万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $166.33万 | 0.05% | 34,617 | -1,857 | -5.1% | -$8.92万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $167.17万 | 0.05% | 81,854 | 21,034 | 34.6% | $42.96万 | 加仓 |
| FLTR | VANECK ETF TRUST | $168.04万 | 0.05% | 65,950 | 2,307 | 3.6% | $5.88万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $168.44万 | 0.05% | 10,165 | 1,030 | 11.3% | $17.07万 | 加仓 |
| VGT | VANGUARD WORLD FD | $168.75万 | 0.05% | 2,419 | 128 | 5.6% | $8.93万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $169.51万 | 0.05% | 33,773 | 5,171 | 18.1% | $25.95万 | 加仓 |
| EVRG | EVERGY INC | $169.84万 | 0.05% | 20,732 | -1,000 | -4.6% | -$8.19万 | 减仓 |
| NOBL | PROSHARES TR | $170.49万 | 0.05% | 16,082 | 72 | 0.4% | $7,633 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $170.65万 | 0.05% | 35,034 | -444 | -1.3% | -$2.16万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $172.35万 | 0.05% | 40,344 | 13,254 | 48.9% | $56.62万 | 加仓 |
| CCJ | CAMECO CORP | $172.50万 | 0.05% | 15,883 | 571 | 3.7% | $6.20万 | 加仓 |
| SRE | SEMPRA | $173.28万 | 0.05% | 17,832 | 72 | 0.4% | $6,996 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $173.50万 | 0.05% | 3,998 | 23 | 0.6% | $9,981 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $176.29万 | 0.06% | 35,500 | 2,093 | 6.3% | $10.39万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $176.48万 | 0.06% | 24,356 | 11,424 | 88.3% | $82.78万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $177.43万 | 0.06% | 35,225 | 5,053 | 16.7% | $25.45万 | 加仓 |
| SMMU | PIMCO ETF TR | $179.75万 | 0.06% | 35,628 | 3,627 | 11.3% | $18.30万 | 加仓 |
| AZN | ASTRAZENECA PLC | $180.91万 | 0.06% | 9,173 | 9,173 | — | $180.91万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $182.24万 | 0.06% | 4,668 | 441 | 10.4% | $17.22万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $182.55万 | 0.06% | 13,312 | 13,312 | — | $182.55万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $183.66万 | 0.06% | 36,645 | 154 | 0.4% | $7,718 | 加仓 |
| CMCSA | COMCAST CORP NEW | $185.01万 | 0.06% | 64,440 | 122 | 0.2% | $3,503 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $185.19万 | 0.06% | 40,918 | 932 | 2.3% | $4.22万 | 加仓 |
| ES | EVERSOURCE ENERGY | $185.35万 | 0.06% | 26,753 | 274 | 1.0% | $1.90万 | 加仓 |
| ADI | ANALOG DEVICES INC | $185.85万 | 0.06% | 5,842 | -48 | -0.8% | -$1.53万 | 减仓 |
| PFE | PFIZER INC | $186.76万 | 0.06% | 66,511 | 968 | 1.5% | $2.72万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $187.55万 | 0.06% | 55,087 | 5,771 | 11.7% | $19.65万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $187.66万 | 0.06% | 36,839 | 10,837 | 41.7% | $55.20万 | 加仓 |
| AMLP | ALPS ETF TR | $188.85万 | 0.06% | 35,876 | 3,100 | 9.5% | $16.32万 | 加仓 |
| MTB | M & T BK CORP | $189.40万 | 0.06% | 9,162 | -545 | -5.6% | -$11.27万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $191.34万 | 0.06% | 10,489 | 127 | 1.2% | $2.32万 | 加仓 |
| ESGE | ISHARES INC | $192.54万 | 0.06% | 42,345 | -926 | -2.1% | -$4.21万 | 减仓 |
| NTRS | NORTHERN TR CORP | $193.89万 | 0.06% | 13,892 | 26 | 0.2% | $3,629 | 加仓 |
| AIQ | GLOBAL X FDS | $195.08万 | 0.06% | 41,799 | 1,247 | 3.1% | $5.82万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $196.27万 | 0.06% | 87,854 | 2,763 | 3.2% | $6.17万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $196.31万 | 0.06% | 2,193 | 175 | 8.7% | $15.67万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $196.77万 | 0.06% | 55,682 | -2,985 | -5.1% | -$10.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $197.49万 | 0.06% | 7,881 | 348 | 4.6% | $8.72万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $198.24万 | 0.06% | 6,824 | -24 | -0.4% | -$6,972 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $198.47万 | 0.06% | 22,436 | 1,130 | 5.3% | $10.00万 | 加仓 |
| FLOT | ISHARES TR | $199.68万 | 0.06% | 39,191 | 5,210 | 15.3% | $26.54万 | 加仓 |
| HYG | ISHARES TR | $199.70万 | 0.06% | 25,101 | -7,589 | -23.2% | -$60.38万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $200.05万 | 0.06% | 43,422 | 2,716 | 6.7% | $12.51万 | 加仓 |
| LOW | LOWES COS INC | $203.12万 | 0.06% | 8,597 | 843 | 10.9% | $19.92万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $203.25万 | 0.06% | 144,356 | 14,122 | 10.8% | $19.88万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $203.41万 | 0.06% | 54,482 | 290 | 0.5% | $1.08万 | 加仓 |
| PSX | PHILLIPS 66 | $204.24万 | 0.06% | 11,211 | 292 | 2.7% | $5.32万 | 加仓 |
| SDY | SPDR SERIES TRUST | $204.28万 | 0.06% | 13,998 | -108 | -0.8% | -$1.58万 | 减仓 |
| OEF | ISHARES TR | $205.75万 | 0.06% | 6,469 | 265 | 4.3% | $8.43万 | 加仓 |
| COP | CONOCOPHILLIPS | $205.78万 | 0.06% | 15,589 | 695 | 4.7% | $9.17万 | 加仓 |