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 |
|---|---|---|---|---|---|---|---|---|
| EPI | WISDOMTREE TR | $357.90万 | 0.11% | 87,722 | 4,929 | 6.0% | $20.11万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $356.48万 | 0.11% | 117,962 | 7,357 | 6.7% | $22.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $355.63万 | 0.11% | 24,621 | 1,259 | 5.4% | $18.18万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $354.55万 | 0.11% | 17,038 | 12,366 | 264.7% | $257.33万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $351.56万 | 0.11% | 21,263 | 1,714 | 8.8% | $28.34万 | 加仓 |
| TJX | TJX COS INC NEW | $345.55万 | 0.11% | 21,638 | 6,182 | 40.0% | $98.73万 | 加仓 |
| ADBE | ADOBE INC | $342.86万 | 0.11% | 14,105 | 2,588 | 22.5% | $62.91万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $339.77万 | 0.11% | 55,021 | -2,249 | -3.9% | -$13.89万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $337.41万 | 0.11% | 67,550 | 2,297 | 3.5% | $11.47万 | 加仓 |
| DIS | DISNEY WALT CO | $334.13万 | 0.11% | 34,668 | -62 | -0.2% | -$5,976 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $333.39万 | 0.11% | 41,358 | 1,081 | 2.7% | $8.71万 | 加仓 |
| UL | UNILEVER PLC | $327.48万 | 0.10% | 57,482 | -20 | -0.0% | -$1,139 | 减仓 |
| NEE | NEXTERA ENERGY INC | $326.39万 | 0.10% | 35,141 | 1,045 | 3.1% | $9.71万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $324.44万 | 0.10% | 54,100 | 12,812 | 31.0% | $76.83万 | 加仓 |
| IAGG | ISHARES TR | $322.51万 | 0.10% | 64,451 | 4,912 | 8.3% | $24.58万 | 加仓 |
| HYDB | ISHARES TR | $321.95万 | 0.10% | 69,206 | 6,789 | 10.9% | $31.58万 | 加仓 |
| AOA | ISHARES TR | $320.96万 | 0.10% | 36,270 | 13,044 | 56.2% | $115.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $319.35万 | 0.10% | 28,909 | 571 | 2.0% | $6.31万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $314.85万 | 0.10% | 47,929 | 3,801 | 8.6% | $24.97万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $314.35万 | 0.10% | 115,568 | 10,882 | 10.4% | $29.60万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $313.88万 | 0.10% | 40,669 | -36 | -0.1% | -$2,778 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $313.11万 | 0.10% | 52,580 | 44 | 0.1% | $2,620 | 加仓 |
| VST | VISTRA CORP | $311.79万 | 0.10% | 20,740 | 1,264 | 6.5% | $19.00万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $309.80万 | 0.10% | 41,202 | 6,181 | 17.6% | $46.48万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $301.77万 | 0.10% | 121,143 | 5,456 | 4.7% | $13.59万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $301.35万 | 0.09% | 17,461 | -78 | -0.4% | -$1.35万 | 减仓 |
| ASML | ASML HLDG NV | $300.19万 | 0.09% | 2,273 | 712 | 45.6% | $94.03万 | 加仓 |
| AOR | ISHARES TR | $299.90万 | 0.09% | 46,604 | 29,813 | 177.6% | $191.85万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $299.16万 | 0.09% | 61,390 | 61,390 | — | $299.16万 | 新建仓 |
| EAGG | ISHARES TR | $297.67万 | 0.09% | 62,601 | 2,632 | 4.4% | $12.52万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $295.57万 | 0.09% | 108,545 | 41,316 | 61.5% | $112.50万 | 加仓 |
| WAT | WATERS CORP | $294.26万 | 0.09% | 9,881 | 459 | 4.9% | $13.67万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $291.48万 | 0.09% | 92,535 | -4,176 | -4.3% | -$13.15万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $289.25万 | 0.09% | 13,538 | -3,100 | -18.6% | -$66.23万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $287.75万 | 0.09% | 64,157 | -1,781 | -2.7% | -$7.99万 | 减仓 |
| MUB | ISHARES TR | $287.14万 | 0.09% | 27,050 | 1,926 | 7.7% | $20.44万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $286.13万 | 0.09% | 32,258 | 888 | 2.8% | $7.88万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $284.46万 | 0.09% | 57,617 | 2,752 | 5.0% | $13.59万 | 加仓 |
| AMAT | APPLIED MATLS INC | $284.24万 | 0.09% | 8,316 | 528 | 6.8% | $18.05万 | 加仓 |
| ITOT | ISHARES TR | $279.89万 | 0.09% | 19,651 | 6,798 | 52.9% | $96.82万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $279.21万 | 0.09% | 60,202 | 1,845 | 3.2% | $8.56万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $278.32万 | 0.09% | 95,380 | 4,026 | 4.4% | $11.75万 | 加仓 |
| IEMG | ISHARES INC | $277.57万 | 0.09% | 39,795 | 790 | 2.0% | $5.51万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $276.42万 | 0.09% | 74,486 | 8,125 | 12.2% | $30.15万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $274.67万 | 0.09% | 39,038 | 3,148 | 8.8% | $22.15万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $274.18万 | 0.09% | 122,455 | 1,391 | 1.1% | $3.11万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $273.75万 | 0.09% | 53,697 | 2,045 | 4.0% | $10.43万 | 加仓 |
| IJR | ISHARES TR | $269.61万 | 0.08% | 21,689 | -5,609 | -20.5% | -$69.72万 | 减仓 |
| XT | ISHARES TR | $268.76万 | 0.08% | 39,437 | -1,913 | -4.6% | -$13.04万 | 减仓 |
| SHYD | VANECK ETF TRUST | $266.60万 | 0.08% | 117,652 | 2,566 | 2.2% | $5.81万 | 加仓 |
| PFF | ISHARES TR | $261.86万 | 0.08% | 86,367 | 11,794 | 15.8% | $35.76万 | 加仓 |
| ORCL | ORACLE CORP | $259.28万 | 0.08% | 17,625 | 2,300 | 15.0% | $33.84万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $259.06万 | 0.08% | 5,270 | 351 | 7.1% | $17.25万 | 加仓 |
| CVS | CVS HEALTH CORP | $258.58万 | 0.08% | 36,004 | -159 | -0.4% | -$1.14万 | 减仓 |
| NVS | NOVARTIS AG | $253.78万 | 0.08% | 16,614 | 59 | 0.4% | $9,012 | 加仓 |
| BOXX | EA SERIES TRUST | $252.43万 | 0.08% | 21,707 | -1,305 | -5.7% | -$15.18万 | 减仓 |
| SUSB | ISHARES TR | $252.10万 | 0.08% | 100,579 | 2,323 | 2.4% | $5.82万 | 加仓 |
| SYK | STRYKER CORPORATION | $249.89万 | 0.08% | 7,605 | 517 | 7.3% | $16.99万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $247.46万 | 0.08% | 49,601 | 667 | 1.4% | $3.33万 | 加仓 |
| ECHO | ECHOSTAR CORP | $246.95万 | 0.08% | 21,094 | 21,094 | — | $246.95万 | 新建仓 |
| MPC | MARATHON PETE CORP | $245.14万 | 0.08% | 10,039 | 244 | 2.5% | $5.96万 | 加仓 |
| IWD | ISHARES TR | $245.06万 | 0.08% | 11,469 | -333 | -2.8% | -$7.12万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $244.89万 | 0.08% | 80,291 | -24,618 | -23.5% | -$75.09万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $244.88万 | 0.08% | 64,714 | 5,220 | 8.8% | $19.75万 | 加仓 |
| ENB | ENBRIDGE INC | $243.27万 | 0.08% | 44,934 | -2,650 | -5.6% | -$14.35万 | 减仓 |
| IAU | ISHARES GOLD TR | $241.50万 | 0.08% | 27,393 | 10,129 | 58.7% | $89.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $240.65万 | 0.08% | 23,439 | -6,446 | -21.6% | -$66.18万 | 减仓 |
| TEQI | T ROWE PRICE ETF INC | $240.00万 | 0.08% | 53,313 | -7,112 | -11.8% | -$32.02万 | 减仓 |
| TXN | TEXAS INSTRS INC | $238.97万 | 0.08% | 12,309 | 62 | 0.5% | $1.20万 | 加仓 |
| — | COTERRA ENERGY INC | $236.56万 | 0.07% | 67,320 | 11,746 | 21.1% | $41.28万 | 加仓 |
| IGIB | ISHARES TR | $236.35万 | 0.07% | 44,411 | 2,600 | 6.2% | $13.84万 | 加仓 |
| IMCV | ISHARES TR | $234.01万 | 0.07% | 27,600 | 526 | 1.9% | $4.46万 | 加仓 |
| WFC | WELLS FARGO & CO | $232.72万 | 0.07% | 29,232 | 58 | 0.2% | $4,617 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $232.64万 | 0.07% | 52,080 | -157 | -0.3% | -$7,013 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $231.19万 | 0.07% | 8,535 | 599 | 7.5% | $16.23万 | 加仓 |
| REGL | PROSHARES TR | $230.02万 | 0.07% | 26,619 | 1,028 | 4.0% | $8.88万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $229.76万 | 0.07% | 56,676 | -53 | -0.1% | -$2,149 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $228.95万 | 0.07% | 24,682 | -2,442 | -9.0% | -$22.65万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $228.73万 | 0.07% | 19,971 | -133,681 | -87.0% | -$1,531.04万 | 减仓 |
| INTC | INTEL CORP | $228.21万 | 0.07% | 51,713 | 1,877 | 3.8% | $8.28万 | 加仓 |
| SNPE | DBX ETF TR | $228.11万 | 0.07% | 38,306 | 317 | 0.8% | $1.89万 | 加仓 |
| CB | CHUBB LTD SWITZ | $226.40万 | 0.07% | 6,946 | -100 | -1.4% | -$3.26万 | 减仓 |
| HDEF | DBX ETF TR | $226.20万 | 0.07% | 69,795 | 2,724 | 4.1% | $8.83万 | 加仓 |
| SHM | SPDR SERIES TRUST | $225.79万 | 0.07% | 47,206 | 119 | 0.3% | $5,692 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $224.53万 | 0.07% | 109,059 | 16,728 | 18.1% | $34.44万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $223.78万 | 0.07% | 11,286 | 4,322 | 62.1% | $85.70万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $221.49万 | 0.07% | 55,637 | 50,037 | 893.5% | $199.20万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $221.28万 | 0.07% | 47,172 | -396 | -0.8% | -$1.86万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $220.23万 | 0.07% | 26,864 | -232 | -0.9% | -$1.90万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $219.69万 | 0.07% | 6,503 | 943 | 17.0% | $31.86万 | 加仓 |
| DEM | WISDOMTREE TR | $219.47万 | 0.07% | 44,168 | 1,346 | 3.1% | $6.69万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $219.19万 | 0.07% | 52,767 | 438 | 0.8% | $1.82万 | 加仓 |
| APH | AMPHENOL CORP | $218.68万 | 0.07% | 17,308 | 2,041 | 13.4% | $25.79万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $218.15万 | 0.07% | 7,452 | 1,282 | 20.8% | $37.53万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $215.70万 | 0.07% | 46,487 | 9,181 | 24.6% | $42.60万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.07% | 3 | 0 | 0.0% | — | 不变 |
| DBAW | DBX ETF TR | $214.11万 | 0.07% | 50,152 | -250 | -0.5% | -$1.07万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $213.24万 | 0.07% | 19,235 | -968 | -4.8% | -$10.73万 | 减仓 |
| MELI | MERCADOLIBRE INC | $211.11万 | 0.07% | 1,221 | 422 | 52.8% | $72.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $210.20万 | 0.07% | 22,366 | 321 | 1.5% | $3.02万 | 加仓 |