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
EQH EQUITABLE HLDGS INC $00.00%0 -74,486-100.0% -$276.42万 清仓
— COTERRA ENERGY INC $00.00%0 -67,320-100.0% -$236.56万 清仓
SH PROSHARES TR $00.00%0 -19,187-100.0% -$72.78万 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -58,488-100.0% -$63.28万 清仓
BOTZ GLOBAL X FDS $00.00%0 -18,680-100.0% -$62.05万 清仓
BLV VANGUARD BD INDEX FDS $00.00%0 -8,659-100.0% -$59.55万 清仓
DAPP VANECK ETF TRUST $00.00%0 -38,279-100.0% -$57.11万 清仓
OALC UNIFIED SER TR $00.00%0 -15,889-100.0% -$54.45万 清仓
— PUTNAM ETF TRUST $00.00%0 -10,478-100.0% -$52.43万 清仓
— LISTED FDS TR $00.00%0 -25,501-100.0% -$40.62万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -18,109-100.0% -$37.83万 清仓
OAIM UNIFIED SER TR $00.00%0 -8,436-100.0% -$36.32万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -2,256-100.0% -$35.09万 清仓
DVA DAVITA INC $00.00%0 -2,229-100.0% -$34.26万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -21,491-100.0% -$34.13万 清仓
AOK ISHARES TR $00.00%0 -8,541-100.0% -$34.07万 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -21,084-100.0% -$31.73万 清仓
EDV VANGUARD WORLD FD $00.00%0 -4,573-100.0% -$29.70万 清仓
FDVV FIDELITY COVINGTON TRUST $00.00%0 -5,324-100.0% -$29.41万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -3,895-100.0% -$29.31万 清仓
IREN IREN LIMITED $00.00%0 -8,310-100.0% -$28.49万 清仓
RCAT RED CAT HLDGS INC $00.00%0 -20,813-100.0% -$27.24万 清仓
SPXL DIREXION SHARES ETF TRUST $00.00%0 -1,450-100.0% -$26.81万 清仓
FIX COMFORT SYS USA INC $00.00%0 -191-100.0% -$26.34万 清仓
SCHZ SCHWAB STRATEGIC TR $00.00%0 -11,174-100.0% -$25.95万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -439-100.0% -$25.84万 清仓
ORI OLD REP INTL CORP $00.00%0 -6,242-100.0% -$24.90万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -349-100.0% -$24.53万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,508-100.0% -$24.50万 清仓
HYD VANECK ETF TRUST $00.00%0 -4,541-100.0% -$22.77万 清仓
PPL PPL CORP $00.00%0 -5,955-100.0% -$22.75万 清仓
CG CARLYLE GROUP INC $00.00%0 -4,681-100.0% -$22.65万 清仓
NOG NORTHERN OIL & GAS INC $00.00%0 -7,510-100.0% -$21.95万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -2,662-100.0% -$21.45万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -404-100.0% -$21.12万 清仓
VONG VANGUARD SCOTTSDALE FDS $00.00%0 -1,871-100.0% -$20.53万 清仓
NUMG NUSHARES ETF TR $00.00%0 -4,977-100.0% -$20.45万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -4,500-100.0% -$20.39万 清仓
RING ISHARES INC $00.00%0 -2,580-100.0% -$20.38万 清仓
IUSG ISHARES TR $00.00%0 -1,306-100.0% -$20.26万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -9,489-100.0% -$20.07万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -1,267-100.0% -$20.02万 清仓
CIFR CIPHER DIGITAL INC $00.00%0 -12,364-100.0% -$15.91万 清仓
— GUGGENHEIM TAXABLE MUNICP BO $00.00%0 -10,486-100.0% -$15.20万 清仓
FSK FS KKR CAP CORP $00.00%0 -12,774-100.0% -$13.00万 清仓
DNP DNP SELECT INCOME FD INC $00.00%0 -10,856-100.0% -$11.18万 清仓
EVH EVOLENT HEALTH INC $00.00%0 -12,037-100.0% -$2.74万 清仓
— IMMUNIC INC $00.00%0 -10,000-100.0% -$1.11万 清仓
— CARPARTS COM INC $00.00%0 -10,488-100.0% -$8,241 清仓
— ETF SER SOLUTIONS 看涨期权 $00.00%0 -10,000-100.0% -$2,427 清仓
— GABELLI EQUITY TR INC $00.00%0 -121,630-100.0% -$851 清仓
— NET POWER INC $3,0160.00%10,400 00.0% — 不变
— PLATINUM GROUP METALS LTD $1.97万0.00%14,597 2,96725.5% $4,005 加仓
INBX INHIBRX BIOSCIENCES INC 看涨期权 $2.84万0.00%300 300— $2.84万 新建仓
PLUG PLUG PWR INC $2.91万0.00%10,733 2542.4% $688 加仓
SNAP SNAP INC $4.66万0.00%10,506 10,506— $4.66万 新建仓
META META PLATFORMS INC 看涨期权 $5.63万0.00%100 100— $5.63万 新建仓
SBS COMPANHIA DE SANEAMENTO BASI $6.07万0.00%10,503 10,503— $6.07万 新建仓
DGXX DIGI PWR X INC $6.57万0.00%12,052 12,052— $6.57万 新建仓
— SIDUS SPACE INC $7.36万0.00%26,202 26,202— $7.36万 新建仓
BITO PROSHARES TR $8.07万0.00%10,118 -87-0.9% -$694 减仓
— WESTERN COPPER & GOLD CORP $8.10万0.00%36,140 00.0% — 不变
CVX CHEVRON CORPORATION 看涨期权 $8.29万0.00%500 500— $8.29万 新建仓
LYG LLOYDS BANKING GROUP PLC $8.31万0.00%14,256 3,83536.8% $2.24万 加仓
BBAI BIGBEAR AI HLDGS INC $9.17万0.00%24,982 2,82612.8% $1.04万 加仓
— BOS BETTER ONLINE SOLUTIONS $9.74万0.00%21,686 00.0% — 不变
NOW SERVICENOW INC 看涨期权 $9.93万0.00%1,000 1,000— $9.93万 新建仓
NVDA NVIDIA CORPORATION 看跌期权 $10.00万0.00%500 500— $10.00万 新建仓
NVDA NVIDIA CORPORATION 看涨期权 $10.00万0.00%500 500— $10.00万 新建仓
ALTO ALTO INGREDIENTS INC $10.84万0.00%19,010 19,010— $10.84万 新建仓
— EATON VANCE SHORT DURATION D $10.87万0.00%10,081 10,081— $10.87万 新建仓
WIT WIPRO LTD $11.17万0.00%49,655 8,47620.6% $1.91万 加仓
NWL NEWELL BRANDS INC $11.37万0.00%18,524 -2,275-10.9% -$1.40万 减仓
— ALLSPRING MULTI SECTOR INCOM $11.80万0.00%12,816 7005.8% $6,447 加仓
PPT PUTNAM PREMIER INCOME TR $12.52万0.00%35,887 2,7108.2% $9,458 加仓
— TIDAL TRUST II $13.37万0.00%14,912 14,912— $13.37万 新建仓
— GABELLI UTIL TR $13.91万0.00%21,111 1,7298.9% $1.14万 加仓
— TIDAL TRUST II $14.48万0.00%12,600 1,1009.6% $1.26万 加仓
— INVESCO TR INVT GRADE MUNS $14.89万0.00%14,050 -100-0.7% -$1,060 减仓
FAX ABRDN ASIA PACIFIC INCOME FU $15.00万0.00%10,195 -14-0.1% -$206 减仓
MBLY MOBILEYE GLOBAL INC $15.48万0.00%15,989 00.0% — 不变
— TIDAL TRUST II $15.61万0.00%12,762 -448-3.4% -$5,479 减仓
STZ CONSTELLATION BRANDS INC 看跌期权 $16.69万0.00%1,200 1,200— $16.69万 新建仓
TSLL DIREXION SHARES ETF TRUST $18.00万0.01%12,715 1050.8% $1,487 加仓
— CREDIT SUISSE ASSET MGMT $18.22万0.01%73,477 6,0929.0% $1.51万 加仓
— BLACKSTONE SENI FLTN RAT 202 $18.55万0.01%14,323 3752.7% $4,856 加仓
— TIDAL TRUST II $18.79万0.01%23,813 11,75097.4% $9.27万 加仓
ARCC ARES CAPITAL CORP $19.35万0.01%10,441 10,441— $19.35万 新建仓
— J P MORGAN EXCHANGE TRADED F $20.16万0.01%5,000 -1,500-23.1% -$6.05万 重新持有
PSQO PALMER SQUARE FUNDS TR $20.21万0.01%9,778 9,778— $20.21万 新建仓
PKW INVESCO EXCHANGE TRADED FD T $20.32万0.01%1,434 -256-15.1% -$3.63万 重新持有
PYPL PAYPAL HLDGS INC $20.39万0.01%4,723 -1,405-22.9% -$6.07万 减仓
BN BROOKFIELD CORP $20.41万0.01%4,792 4,792— $20.41万 新建仓
TOL TOLL BROTHERS INC $20.45万0.01%1,241 1,241— $20.45万 新建仓
— TIDAL TRUST II $20.49万0.01%16,475 -19,450-54.1% -$24.20万 减仓
XBB BONDBLOXX ETF TRUST $20.50万0.01%5,000 00.0% — 不变
MKL MARKEL GROUP INC $20.51万0.01%105 -4-3.7% -$7,812 减仓
XETYX EATON VANCE TAX-MANAGED DIVE $20.52万0.01%14,113 3,41031.9% $4.96万 加仓
A AGILENT TECHNOLOGIES INC $20.58万0.01%1,549 -2-0.1% -$266 重新持有
CP CANADIAN PACIFIC KANSAS CITY $20.58万0.01%2,375 2,375— $20.58万 新建仓