Dynamic Advisor Solutions LLC
PHOENIX AZ · SEC CIK 0001599747
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $382.39万 | 0.11% | 17,157 | -1,231 | -6.7% | -$27.44万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $378.78万 | 0.11% | 32,297 | -11,529 | -26.3% | -$135.21万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $378.67万 | 0.11% | 113,748 | -18,249 | -13.8% | -$60.75万 | 减仓 |
| CVS | CVS HEALTH CORP | $376.98万 | 0.11% | 36,441 | 437 | 1.2% | $4.52万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $375.83万 | 0.11% | 88,765 | 3,026 | 3.5% | $12.81万 | 加仓 |
| HYDB | ISHARES TR | $373.83万 | 0.11% | 79,930 | 10,724 | 15.5% | $50.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $370.99万 | 0.11% | 25,299 | 678 | 2.8% | $9.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $369.71万 | 0.10% | 23,302 | -3,064 | -11.6% | -$48.61万 | 减仓 |
| MCD | MCDONALDS CORP | $369.58万 | 0.10% | 13,672 | -1,917 | -12.3% | -$51.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $366.94万 | 0.10% | 16,837 | -18,516 | -52.4% | -$403.53万 | 减仓 |
| UL | UNILEVER PLC | $366.03万 | 0.10% | 60,884 | 3,402 | 5.9% | $20.45万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $362.05万 | 0.10% | 138,294 | 416 | 0.3% | $1.09万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $360.22万 | 0.10% | 54,918 | -103 | -0.2% | -$6,756 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $359.29万 | 0.10% | 71,528 | 3,978 | 5.9% | $19.98万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $354.29万 | 0.10% | 129,636 | 21,091 | 19.4% | $57.64万 | 加仓 |
| D | DOMINION ENERGY INC | $351.59万 | 0.10% | 51,485 | 48,171 | 1,453.6% | $328.96万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $350.78万 | 0.10% | 19,390 | -1,873 | -8.8% | -$33.88万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $349.98万 | 0.10% | 18,895 | -8,827 | -31.8% | -$163.50万 | 减仓 |
| VST | VISTRA CORP | $349.73万 | 0.10% | 22,047 | 1,307 | 6.3% | $20.73万 | 加仓 |
| TXN | TEXAS INSTRS INC | $349.05万 | 0.10% | 11,710 | -599 | -4.9% | -$17.85万 | 减仓 |
| SLV | ISHARES SILVER TR | $348.68万 | 0.10% | 65,211 | -5,097 | -7.2% | -$27.25万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $339.22万 | 0.10% | 130,771 | 12,809 | 10.9% | $33.23万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $338.33万 | 0.10% | 19,802 | 19,802 | — | $338.33万 | 新建仓 |
| CRM | SALESFORCE INC | $338.25万 | 0.10% | 21,591 | 2,197 | 11.3% | $34.42万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $337.69万 | 0.10% | 45,758 | 6,720 | 17.2% | $49.59万 | 加仓 |
| RIO | RIO TINTO PLC | $336.35万 | 0.10% | 35,432 | 35,432 | — | $336.35万 | 新建仓 |
| DIS | DISNEY WALT CO | $335.62万 | 0.10% | 34,870 | 202 | 0.6% | $1.94万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $332.76万 | 0.09% | 11,500 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $331.59万 | 0.09% | 65,532 | 1,081 | 1.7% | $5.47万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $330.71万 | 0.09% | 49,183 | 1,254 | 2.6% | $8.43万 | 加仓 |
| INTU | INTUIT | $328.10万 | 0.09% | 12,571 | -24 | -0.2% | -$6,264 | 减仓 |
| IEMG | ISHARES INC | $323.06万 | 0.09% | 38,998 | -797 | -2.0% | -$6.60万 | 减仓 |
| TJX | TJX COS INC NEW | $320.73万 | 0.09% | 21,170 | -468 | -2.2% | -$7.09万 | 减仓 |
| IJR | ISHARES TR | $318.73万 | 0.09% | 21,491 | -198 | -0.9% | -$2.94万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $317.71万 | 0.09% | 128,838 | 7,695 | 6.4% | $18.98万 | 加仓 |
| VGT | VANGUARD WORLD FD | $316.81万 | 0.09% | 26,507 | 7,155 | 37.0% | $85.52万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $313.95万 | 0.09% | 93,605 | 1,070 | 1.2% | $3.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $310.76万 | 0.09% | 4,072 | -596 | -12.8% | -$45.48万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $310.32万 | 0.09% | 89,148 | 8,857 | 11.0% | $30.83万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $308.64万 | 0.09% | 67,536 | 3,379 | 5.3% | $15.44万 | 加仓 |
| PSA | PUBLIC STORAGE | $301.67万 | 0.09% | 9,477 | 942 | 11.0% | $29.99万 | 加仓 |
| MUB | ISHARES TR | $301.08万 | 0.09% | 27,976 | 926 | 3.4% | $9.97万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $299.77万 | 0.08% | 31,087 | -1,171 | -3.6% | -$11.29万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $298.76万 | 0.08% | 46,319 | 5,401 | 13.2% | $34.84万 | 加仓 |
| EAGG | ISHARES TR | $297.42万 | 0.08% | 62,734 | 133 | 0.2% | $6,306 | 加仓 |
| HON | HONEYWELL INTL INC | $297.26万 | 0.08% | 13,276 | -12,079 | -47.6% | -$270.45万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $294.98万 | 0.08% | 101,681 | 6,301 | 6.6% | $18.28万 | 加仓 |
| AIQ | GLOBAL X FDS | $293.24万 | 0.08% | 44,694 | 2,895 | 6.9% | $18.99万 | 加仓 |
| SYK | STRYKER CORPORATION | $292.26万 | 0.08% | 9,283 | 1,678 | 22.1% | $52.83万 | 加仓 |
| XT | ISHARES TR | $290.02万 | 0.08% | 35,099 | -4,338 | -11.0% | -$35.84万 | 减仓 |
| PFF | ISHARES TR | $284.68万 | 0.08% | 93,368 | 7,001 | 8.1% | $21.35万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $283.87万 | 0.08% | 138,408 | 29,349 | 26.9% | $60.19万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $283.09万 | 0.08% | 17,307 | -154 | -0.9% | -$2.52万 | 减仓 |
| SNPE | DBX ETF TR | $282.14万 | 0.08% | 40,973 | 2,667 | 7.0% | $18.36万 | 加仓 |
| NVS | NOVARTIS AG | $280.72万 | 0.08% | 17,912 | 1,298 | 7.8% | $20.34万 | 加仓 |
| IWD | ISHARES TR | $276.17万 | 0.08% | 11,392 | -77 | -0.7% | -$1.87万 | 减仓 |
| SPGI | S&P GLOBAL INC | $274.53万 | 0.08% | 6,741 | -4,569 | -40.4% | -$186.07万 | 减仓 |
| BOXX | EA SERIES TRUST | $270.33万 | 0.08% | 23,087 | 1,380 | 6.4% | $16.16万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $269.65万 | 0.08% | 120,865 | -1,590 | -1.3% | -$3.55万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $269.62万 | 0.08% | 53,018 | 16,179 | 43.9% | $82.28万 | 加仓 |
| SMH | VANECK ETF TRUST | $266.31万 | 0.08% | 4,060 | 79 | 2.0% | $5.18万 | 加仓 |
| SHYD | VANECK ETF TRUST | $266.08万 | 0.08% | 116,190 | -1,462 | -1.2% | -$3.35万 | 减仓 |
| REGL | PROSHARES TR | $265.40万 | 0.08% | 28,983 | 2,364 | 8.9% | $21.65万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $263.14万 | 0.07% | 52,025 | 2,424 | 4.9% | $12.26万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $262.62万 | 0.07% | 157,777 | 33,179 | 26.6% | $55.23万 | 加仓 |
| — | ALTSHARES TRUST | $262.50万 | 0.07% | 88,589 | 16,904 | 23.6% | $50.09万 | 加仓 |
| IMCV | ISHARES TR | $261.17万 | 0.07% | 28,581 | 981 | 3.6% | $8.96万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $260.39万 | 0.07% | 51,056 | -2,641 | -4.9% | -$13.47万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $259.91万 | 0.07% | 179,870 | 35,514 | 24.6% | $51.32万 | 加仓 |
| APH | AMPHENOL CORP | $259.41万 | 0.07% | 14,713 | -2,595 | -15.0% | -$45.75万 | 减仓 |
| ORCL | ORACLE CORP | $259.23万 | 0.07% | 17,689 | 64 | 0.4% | $9,379 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $258.89万 | 0.07% | 60,601 | 4,964 | 8.9% | $21.21万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $257.20万 | 0.07% | 124,433 | 44,965 | 56.6% | $92.94万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $254.72万 | 0.07% | 49,994 | 3,507 | 7.5% | $17.87万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $253.55万 | 0.07% | 11,469 | 11,469 | — | $253.55万 | 新建仓 |
| SUSB | ISHARES TR | $252.46万 | 0.07% | 101,024 | 445 | 0.4% | $1.11万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $249.51万 | 0.07% | 63,168 | 1,778 | 2.9% | $7.02万 | 加仓 |
| T | AT&T INC | $247.97万 | 0.07% | 119,792 | -4,945 | -4.0% | -$10.24万 | 减仓 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $246.57万 | 0.07% | 48,943 | -4,370 | -8.2% | -$22.02万 | 减仓 |
| DEM | WISDOMTREE TR | $244.29万 | 0.07% | 45,416 | 1,248 | 2.8% | $6.71万 | 加仓 |
| IGIB | ISHARES TR | $243.77万 | 0.07% | 45,848 | 1,437 | 3.2% | $7.64万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $242.46万 | 0.07% | 26,985 | 5,688 | 26.7% | $51.11万 | 加仓 |
| WFC | WELLS FARGO & CO | $242.17万 | 0.07% | 29,305 | 73 | 0.2% | $6,033 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $242.09万 | 0.07% | 19,455 | 8,169 | 72.4% | $101.65万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $242.05万 | 0.07% | 46,746 | -426 | -0.9% | -$2.21万 | 减仓 |
| OEF | ISHARES TR | $241.91万 | 0.07% | 6,612 | 143 | 2.2% | $5.23万 | 加仓 |
| NTRS | NORTHERN TR CORP | $241.06万 | 0.07% | 13,867 | -25 | -0.2% | -$4,346 | 减仓 |
| HDEF | DBX ETF TR | $240.95万 | 0.07% | 74,970 | 5,175 | 7.4% | $16.63万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $238.10万 | 0.07% | 6,157 | -1,295 | -17.4% | -$50.08万 | 减仓 |
| MPC | MARATHON PETE CORP | $237.98万 | 0.07% | 9,308 | -731 | -7.3% | -$18.69万 | 减仓 |
| ENB | ENBRIDGE INC | $235.78万 | 0.07% | 43,494 | -1,440 | -3.2% | -$7.81万 | 减仓 |
| TER | TERADYNE INC | $234.71万 | 0.07% | 4,851 | 1,693 | 53.6% | $81.91万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $234.35万 | 0.07% | 115,075 | 33,221 | 40.6% | $67.65万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $233.89万 | 0.07% | 25,348 | 2,982 | 13.3% | $27.52万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $233.34万 | 0.07% | 56,471 | 48,588 | 616.4% | $200.76万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $232.89万 | 0.07% | 24,796 | 114 | 0.5% | $1.07万 | 加仓 |
| ECHO | ECHOSTAR CORP | $231.97万 | 0.07% | 22,854 | 1,760 | 8.3% | $17.86万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $231.75万 | 0.07% | 57,101 | 425 | 0.7% | $1.72万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $230.76万 | 0.07% | 7,871 | 1,047 | 15.3% | $30.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $230.71万 | 0.07% | 93,976 | 29,536 | 45.8% | $72.51万 | 加仓 |