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
VRTX VERTEX PHARMACEUTICALS INC $148.22万0.04%2,984 -565-15.9% -$28.07万 减仓
AVUS AMERICAN CENTY ETF TR $148.82万0.04%11,619 7987.4% $10.22万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $149.35万0.04%2,000 2,000— $149.35万 新建仓
SDY SPDR SERIES TRUST $149.64万0.04%9,833 -4,165-29.8% -$63.38万 减仓
MRVL MARVELL TECHNOLOGY INC $149.90万0.04%5,032 1,10728.2% $32.98万 加仓
AXON AXON ENTERPRISE INC $150.08万0.04%2,677 471.8% $2.63万 加仓
COP CONOCOPHILLIPS $150.83万0.04%14,508 -1,081-6.9% -$11.24万 减仓
OKE ONEOK INC NEW $150.95万0.04%17,363 -1,005-5.5% -$8.74万 减仓
APP APPLOVIN CORP $151.58万0.04%2,942 -330-10.1% -$17.00万 减仓
USAR USA RARE EARTH INC $152.44万0.04%70,639 -27,945-28.3% -$60.31万 减仓
ESGU ISHARES TR $152.57万0.04%9,322 -30-0.3% -$4,910 减仓
INMU BLACKROCK ETF TRUST II $152.68万0.04%62,960 5,6309.8% $13.65万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $158.27万0.04%48,005 7141.5% $2.35万 加仓
SRE SEMPRA $159.24万0.05%17,177 -655-3.7% -$6.07万 减仓
TRV TRAVELERS COMPANIES INC $161.84万0.05%4,902 -97-1.9% -$3.20万 减仓
FMB FIRST TR EXCH TRADED FD III $164.48万0.05%32,021 -248-0.8% -$1.27万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $164.71万0.05%9,681 -866-8.2% -$14.73万 减仓
VHT VANGUARD WORLD FD $164.97万0.05%5,517 1,74246.1% $52.09万 加仓
CCJ CAMECO CORP $165.16万0.05%16,214 3312.1% $3.37万 加仓
EVRG EVERGY INC $165.48万0.05%19,146 -1,586-7.7% -$13.71万 减仓
GBCI GLACIER BANCORP INC NEW $167.48万0.05%32,469 -19,611-37.7% -$101.15万 减仓
CGGR CAPITAL GROUP GROWTH ETF $167.51万0.05%35,489 -808-2.2% -$3.81万 减仓
CSX CSX CORP $167.79万0.05%35,302 -720-2.0% -$3.42万 减仓
MSI MOTOROLA SOLUTIONS INC $168.89万0.05%4,067 691.7% $2.87万 加仓
FPE FIRST TR EXCH TRADED FD III $168.99万0.05%94,512 9,08510.6% $16.24万 加仓
BIV VANGUARD BD INDEX FDS $169.38万0.05%22,084 -18,585-45.7% -$142.55万 减仓
EEM ISHARES TR $169.49万0.05%24,776 1,8258.0% $12.48万 加仓
IVW ISHARES TR $171.31万0.05%12,457 -1,037-7.7% -$14.26万 减仓
AZN ASTRAZENECA PLC $171.74万0.05%9,057 -116-1.3% -$2.20万 减仓
LOW LOWES COS INC $171.91万0.05%7,797 -800-9.3% -$17.64万 减仓
EMXC ISHARES INC $172.03万0.05%16,816 2,09414.2% $21.42万 加仓
SMMU PIMCO ETF TR $172.53万0.05%34,165 -1,463-4.1% -$7.39万 减仓
PAUG INNOVATOR ETFS TRUST $173.33万0.05%37,978 -2,366-5.9% -$10.80万 减仓
— EA SERIES TRUST $173.91万0.05%14,256 -33-0.2% -$4,026 减仓
CDNS CADENCE DESIGN SYSTEM INC $174.34万0.05%4,645 -80-1.7% -$3.00万 减仓
HEFA ISHARES TR $174.43万0.05%37,172 00.0% — 不变
EYLD CAMBRIA ETF TR $177.65万0.05%39,122 4051.0% $1.84万 加仓
FLTR VANECK ETF TRUST $178.40万0.05%69,659 3,7095.6% $9.50万 加仓
BNDX VANGUARD CHARLOTTE FDS $179.39万0.05%37,040 2,4237.0% $11.73万 加仓
PPA INVESCO EXCHANGE TRADED FD T $180.16万0.05%10,199 340.3% $6,006 加仓
KNG FIRST TR EXCHANGE-TRADED FD $182.92万0.05%36,221 1,1873.4% $5.99万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $183.12万0.05%1,898 46532.4% $44.86万 加仓
EVSM MORGAN STANLEY ETF TRUST $184.53万0.05%36,678 2,9058.6% $14.62万 加仓
TXN TEXAS INSTRS INC 看跌期权 $184.80万0.05%6,200 6,200— $184.80万 新建仓
PSX PHILLIPS 66 $186.39万0.05%11,026 -185-1.7% -$3.13万 减仓
GARP ISHARES TR $186.75万0.05%22,622 3391.5% $2.80万 加仓
XAGG MORGAN STANLEY ETF TRUST $187.09万0.05%37,426 1,9265.4% $9.63万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $188.47万0.05%50,934 -4,153-7.5% -$15.37万 减仓
PH PARKER-HANNIFIN CORP $188.97万0.05%1,932 -261-11.9% -$25.53万 减仓
ET ENERGY TRANSFER L P $189.04万0.05%98,868 25,42034.6% $48.60万 加仓
HYG ISHARES TR $192.97万0.05%24,130 -971-3.9% -$7.77万 减仓
DBAW DBX ETF TR $193.49万0.05%39,914 -10,238-20.4% -$49.63万 减仓
XBI SPDR SERIES TRUST $193.75万0.05%12,243 4894.2% $7.74万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $194.55万0.06%38,793 2,1485.9% $10.77万 加仓
CB CHUBB LIMITED $195.21万0.06%5,729 -1,217-17.5% -$41.47万 减仓
DHS WISDOMTREE TR $195.26万0.06%17,175 2,50417.1% $28.47万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $195.28万0.06%43,637 11,42735.5% $51.14万 加仓
SCHP SCHWAB STRATEGIC TR $197.45万0.06%74,508 -3,070-4.0% -$8.14万 减仓
SGOV ISHARES TR $198.07万0.06%19,675 15,471368.0% $155.75万 加仓
XLF SELECT SECTOR SPDR TR $198.62万0.06%37,049 -20,568-35.7% -$110.27万 减仓
BA BOEING CO $199.18万0.06%9,201 1,49719.4% $32.41万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $201.86万0.06%21,559 3631.7% $3.40万 加仓
AOR ISHARES TR $202.79万0.06%29,178 -17,426-37.4% -$121.11万 减仓
ABT ABBOTT LABORATORIES $203.06万0.06%22,378 -1,061-4.5% -$9.63万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $203.22万0.06%22,283 -396-1.7% -$3.61万 减仓
FYLD CAMBRIA ETF TR $203.61万0.06%55,800 1,3182.4% $4.81万 加仓
ADI ANALOG DEVICES INC $203.72万0.06%5,129 -713-12.2% -$28.32万 减仓
IAU ISHARES GOLD TR $205.30万0.06%27,189 -204-0.7% -$1.54万 减仓
COF CAPITAL ONE FINL CORP $205.32万0.06%10,234 -255-2.4% -$5.12万 减仓
QCOM QUALCOMM INC $207.40万0.06%11,223 900.8% $1.66万 加仓
MELI MERCADOLIBRE INC $208.27万0.06%1,227 60.5% $1.02万 加仓
IDEQ LAZARD ACTIVE ETF TR $214.33万0.06%61,115 10,12519.9% $35.51万 加仓
AOA ISHARES TR $214.58万0.06%21,986 -14,284-39.4% -$139.41万 减仓
CGCP CAPITAL GRP FIXED INCM ETF T $215.25万0.06%96,566 8,7129.9% $19.42万 加仓
MTB M & T BK CORP $215.71万0.06%9,063 -99-1.1% -$2.36万 减仓
MDT MEDTRONIC PLC $215.85万0.06%27,591 9,68154.1% $75.73万 加仓
EPD ENTERPRISE PRODS PARTNERS L $216.51万0.06%58,898 -5,816-9.0% -$21.38万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $217.25万0.06%47,177 3,7558.6% $17.29万 加仓
MRSK NORTHERN LIGHTS FD TR $217.54万0.06%56,344 6621.2% $2.56万 加仓
IGPT INVESCO EXCHANGE TRADED FD T $217.80万0.06%20,922 -1,932-8.5% -$20.11万 减仓
ESGE ISHARES INC $218.59万0.06%39,969 -2,376-5.6% -$12.99万 减仓
AVIG AMERICAN CENTY ETF TR $219.70万0.06%53,055 2880.5% $1.19万 加仓
MNST MONSTER BEVERAGE CORP NEW $220.40万0.06%22,930 -1,426-5.9% -$13.71万 减仓
XLP SELECT SECTOR SPDR TR $220.98万0.06%26,602 -262-1.0% -$2.18万 减仓
AMLP ALPS ETF TR $221.22万0.06%42,666 6,79018.9% $35.21万 加仓
FLOT ISHARES TR $223.39万0.06%43,760 4,56911.7% $23.32万 加仓
VIGI VANGUARD WHITEHALL FDS $223.66万0.06%23,952 1,5166.8% $14.16万 加仓
QUAL ISHARES TR $223.84万0.06%10,201 3,08643.4% $67.72万 加仓
FSMB FIRST TR EXCH TRADED FD III $224.14万0.06%112,127 8,3568.1% $16.70万 加仓
JAAA JANUS DETROIT STR TR $224.42万0.06%44,448 9,22326.2% $46.57万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $224.66万0.06%3 00.0% — 不变
WMS ADVANCED DRAIN SYS INC DEL $224.91万0.06%14,329 1,0177.6% $15.96万 加仓
ES EVERSOURCE ENERGY $226.90万0.06%31,396 4,64317.4% $33.55万 加仓
JPME J P MORGAN EXCHANGE TRADED F $229.89万0.07%18,507 -1,464-7.3% -$18.19万 减仓
SHM SPDR SERIES TRUST $230.50万0.07%48,056 8501.8% $4.08万 加仓
VRT VERTIV HOLDINGS CO $230.55万0.07%6,886 -995-12.6% -$33.31万 减仓
CMCSA COMCAST CORP NEW $230.71万0.07%93,976 29,53645.8% $72.51万 加仓
APD AIR PRODUCTS AND CHEMICALS I $230.76万0.07%7,871 1,04715.3% $30.70万 加仓
LVHI LEGG MASON ETF INVT $231.75万0.07%57,101 4250.7% $1.72万 加仓
ECHO ECHOSTAR CORP $231.97万0.07%22,854 1,7608.3% $17.86万 加仓