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 |
|---|---|---|---|---|---|---|---|---|
| PNC | PNC FINL SVCS GROUP INC | $354.55万 | 0.11% | 17,038 | 12,366 | 264.7% | $257.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $355.63万 | 0.11% | 24,621 | 1,259 | 5.4% | $18.18万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $356.48万 | 0.11% | 117,962 | 7,357 | 6.7% | $22.23万 | 加仓 |
| EPI | WISDOMTREE TR | $357.90万 | 0.11% | 87,722 | 4,929 | 6.0% | $20.11万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $360.32万 | 0.11% | 75,507 | 11,805 | 18.5% | $56.33万 | 加仓 |
| T | AT&T INC | $361.61万 | 0.11% | 124,737 | 6,545 | 5.5% | $18.97万 | 加仓 |
| CRM | SALESFORCE INC | $362.03万 | 0.11% | 19,394 | 2,039 | 11.7% | $38.06万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $362.07万 | 0.11% | 137,878 | 2,679 | 2.0% | $7.04万 | 加仓 |
| SUB | ISHARES TR | $363.34万 | 0.11% | 34,116 | 1,799 | 5.6% | $19.16万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $363.96万 | 0.11% | 18,566 | 823 | 4.6% | $16.13万 | 加仓 |
| EFA | ISHARES TR | $364.39万 | 0.11% | 37,516 | 1,664 | 4.6% | $16.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $366.84万 | 0.12% | 13,557 | 240 | 1.8% | $6.49万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $368.97万 | 0.12% | 86,734 | -2,085 | -2.3% | -$8.87万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $371.24万 | 0.12% | 31,294 | 7,139 | 29.6% | $84.69万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $375.91万 | 0.12% | 62,527 | 58 | 0.1% | $3,487 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $383.32万 | 0.12% | 81,280 | 31,660 | 63.8% | $149.31万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $384.10万 | 0.12% | 47,667 | 3,909 | 8.9% | $31.50万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $386.55万 | 0.12% | 26,366 | 559 | 2.2% | $8.20万 | 加仓 |
| ETN | EATON CORP PLC | $391.07万 | 0.12% | 10,934 | 118 | 1.1% | $4.22万 | 加仓 |
| UNP | UNION PAC CORP | $392.00万 | 0.12% | 16,157 | -837 | -4.9% | -$20.31万 | 减仓 |
| DHI | D R HORTON INC | $396.16万 | 0.12% | 28,870 | 40 | 0.1% | $5,489 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $397.15万 | 0.13% | 433,567 | 51,262 | 13.4% | $46.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $415.95万 | 0.13% | 63,032 | 10,238 | 19.4% | $67.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $416.47万 | 0.13% | 33,920 | 13,838 | 68.9% | $169.90万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $417.79万 | 0.13% | 42,466 | 19,957 | 88.7% | $196.34万 | 加仓 |
| AGG | ISHARES TR | $419.58万 | 0.13% | 42,267 | 4,084 | 10.7% | $40.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $421.65万 | 0.13% | 4,984 | 181 | 3.8% | $15.31万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $421.84万 | 0.13% | 349,786 | 71,084 | 25.5% | $85.73万 | 加仓 |
| WM | WASTE MGMT INC DEL | $422.54万 | 0.13% | 18,388 | -116 | -0.6% | -$2.67万 | 减仓 |
| PWR | QUANTA SVCS INC | $424.97万 | 0.13% | 7,741 | 1,397 | 22.0% | $76.69万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $427.49万 | 0.13% | 111,267 | 1,733 | 1.6% | $6.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $430.41万 | 0.14% | 85,739 | -5,754 | -6.3% | -$28.89万 | 减仓 |
| DBEF | DBX ETF TR | $433.16万 | 0.14% | 87,684 | -328 | -0.4% | -$1.62万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $433.22万 | 0.14% | 74,461 | 6,987 | 10.4% | $40.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $434.04万 | 0.14% | 18,266 | -896 | -4.7% | -$21.29万 | 减仓 |
| XME | SPDR SERIES TRUST | $438.32万 | 0.14% | 40,581 | -2,421 | -5.6% | -$26.15万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $439.18万 | 0.14% | 54,254 | 2,168 | 4.2% | $17.55万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $444.89万 | 0.14% | 45,522 | -1,204 | -2.6% | -$11.77万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $448.34万 | 0.14% | 27,722 | 393 | 1.4% | $6.36万 | 加仓 |
| KLAC | KLA CORP | $457.74万 | 0.14% | 3,109 | -635 | -17.0% | -$93.49万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $460.03万 | 0.14% | 22,614 | 3,487 | 18.2% | $70.93万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $461.74万 | 0.15% | 93,261 | 23,725 | 34.1% | $117.46万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $462.81万 | 0.15% | 91,267 | 5,673 | 6.6% | $28.77万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $466.68万 | 0.15% | 118,356 | -4,117 | -3.4% | -$16.23万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $470.62万 | 0.15% | 50,982 | -293 | -0.6% | -$2.70万 | 减仓 |
| SDOG | ALPS ETF TR | $474.42万 | 0.15% | 72,947 | 988 | 1.4% | $6.43万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $477.61万 | 0.15% | 43,826 | 52 | 0.1% | $5,667 | 加仓 |
| SLV | ISHARES SILVER TR | $479.08万 | 0.15% | 70,308 | 73 | 0.1% | $4,974 | 加仓 |
| SPGI | S&P GLOBAL INC | $481.06万 | 0.15% | 11,310 | -4,720 | -29.4% | -$200.76万 | 减仓 |
| MCD | MCDONALDS CORP | $484.49万 | 0.15% | 15,589 | 642 | 4.3% | $19.95万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $486.52万 | 0.15% | 144,068 | -793 | -0.5% | -$2.68万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $488.58万 | 0.15% | 10,599 | 3,257 | 44.4% | $150.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $490.65万 | 0.15% | 11,233 | -3,217 | -22.3% | -$140.52万 | 减仓 |
| GOVT | ISHARES TR | $493.51万 | 0.16% | 215,411 | 12,630 | 6.2% | $28.94万 | 加仓 |
| MRK | MERCK & CO INC | $493.52万 | 0.16% | 41,028 | -52 | -0.1% | -$6,255 | 减仓 |
| DGRW | WISDOMTREE TR | $493.77万 | 0.16% | 56,212 | 2,658 | 5.0% | $23.35万 | 加仓 |
| BAC | BANK AMERICA CORP | $495.97万 | 0.16% | 101,738 | 3,424 | 3.5% | $16.69万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $497.87万 | 0.16% | 147,869 | 1,904 | 1.3% | $6.41万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $503.45万 | 0.16% | 82,183 | 3,979 | 5.1% | $24.38万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $506.96万 | 0.16% | 174,033 | 1,053 | 0.6% | $3.07万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $507.13万 | 0.16% | 131,997 | 30,374 | 29.9% | $116.70万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $508.59万 | 0.16% | 31,723 | 2,812 | 9.7% | $45.08万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $515.56万 | 0.16% | 88,069 | 5,804 | 7.1% | $33.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $516.14万 | 0.16% | 17,064 | 405 | 2.4% | $12.25万 | 加仓 |
| IWF | ISHARES TR | $520.39万 | 0.16% | 12,204 | 115 | 1.0% | $4.90万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $522.20万 | 0.16% | 47,864 | 3,368 | 7.6% | $36.74万 | 加仓 |
| IEI | ISHARES TR | $527.05万 | 0.17% | 44,439 | 1,557 | 3.6% | $18.47万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $527.61万 | 0.17% | 113,807 | -1,428 | -1.2% | -$6.62万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $534.91万 | 0.17% | 318,967 | 1,426 | 0.4% | $2.39万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $535.26万 | 0.17% | 220,544 | -6,806 | -3.0% | -$16.52万 | 减仓 |
| HYLB | DBX ETF TR | $541.18万 | 0.17% | 149,662 | 6,504 | 4.5% | $23.52万 | 加仓 |
| ING | ING GROEP N.V. | $543.57万 | 0.17% | 208,663 | 5,728 | 2.8% | $14.92万 | 加仓 |
| INTU | INTUIT | $544.58万 | 0.17% | 12,595 | 2,367 | 23.1% | $102.34万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $551.23万 | 0.17% | 9,120 | -6 | -0.1% | -$3,627 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $561.94万 | 0.18% | 208,822 | 3,989 | 1.9% | $10.73万 | 加仓 |
| — | ETF SER SOLUTIONS | $564.28万 | 0.18% | 228,551 | -10,641 | -4.4% | -$26.27万 | 减仓 |
| RTX | RTX CORPORATION | $566.75万 | 0.18% | 29,381 | -1,014 | -3.3% | -$19.56万 | 减仓 |
| KO | COCA COLA CO | $569.33万 | 0.18% | 74,863 | 588 | 0.8% | $4.47万 | 加仓 |
| — | HONEYWELL INTL INC | $573.11万 | 0.18% | 25,355 | 1,056 | 4.3% | $23.87万 | 加仓 |
| ICSH | ISHARES TR | $574.98万 | 0.18% | 113,588 | 1,544 | 1.4% | $7.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $575.47万 | 0.18% | 26,759 | 228 | 0.9% | $4.90万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $585.86万 | 0.18% | 43,665 | 2,840 | 7.0% | $38.10万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $587.91万 | 0.19% | 46,685 | -1,165 | -2.4% | -$14.67万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $598.06万 | 0.19% | 40,382 | 325 | 0.8% | $4.81万 | 加仓 |
| MS | MORGAN STANLEY | $599.56万 | 0.19% | 36,432 | 2,534 | 7.5% | $41.70万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $601.23万 | 0.19% | 108,291 | -5,218 | -4.6% | -$28.97万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $614.15万 | 0.19% | 48,488 | 1,471 | 3.1% | $18.63万 | 加仓 |
| GE | GE AEROSPACE | $622.82万 | 0.20% | 21,948 | 1,717 | 8.5% | $48.72万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $623.94万 | 0.20% | 124,663 | -2,400 | -1.9% | -$12.01万 | 减仓 |
| BLK | BLACKROCK INC | $625.45万 | 0.20% | 6,504 | 242 | 3.9% | $23.27万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $627.08万 | 0.20% | 136,649 | -6,977 | -4.9% | -$32.02万 | 减仓 |
| IQLT | ISHARES TR | $632.55万 | 0.20% | 136,826 | -3,267 | -2.3% | -$15.10万 | 减仓 |
| DE | DEERE & CO | $647.33万 | 0.20% | 11,492 | 814 | 7.6% | $45.85万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $652.54万 | 0.21% | 36,210 | 440 | 1.2% | $7.93万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $660.45万 | 0.21% | 27,248 | 745 | 2.8% | $18.06万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $663.38万 | 0.21% | 49,916 | 28 | 0.1% | $3,721 | 加仓 |
| VO | VANGUARD INDEX FDS | $665.26万 | 0.21% | 23,165 | 1,543 | 7.1% | $44.31万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $668.32万 | 0.21% | 86,136 | 4,210 | 5.1% | $32.66万 | 加仓 |
| NFLX | NETFLIX INC. | $671.44万 | 0.21% | 69,832 | 8,177 | 13.3% | $78.62万 | 加仓 |
| LDUR | PIMCO ETF TR | $672.29万 | 0.21% | 70,161 | 2,308 | 3.4% | $22.12万 | 加仓 |