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
PFE PFIZER INC $145.02万0.04%60,225 -6,286-9.5% -$15.14万 减仓
BMY BRISTOL-MYERS SQUIBB CO $144.99万0.04%25,162 -456-1.8% -$2.63万 减仓
DG DOLLAR GEN CORP $144.95万0.04%12,592 9448.1% $10.87万 加仓
BKNG BOOKING HOLDINGS INC $144.04万0.04%8,081 2312.9% $4.12万 加仓
GSSC GOLDMAN SACHS ETF TR $143.99万0.04%15,778 -145-0.9% -$1.32万 减仓
EW EDWARDS LIFESCIENCES CORP $141.68万0.04%15,662 -264-1.7% -$2.39万 减仓
QQQI NEOS ETF TRUST $139.29万0.04%24,528 4,24320.9% $24.10万 加仓
VGLT VANGUARD SCOTTSDALE FDS $138.92万0.04%25,175 -36-0.1% -$1,986 减仓
TMO THERMO FISHER SCIENTIFIC INC $137.76万0.04%2,748 -2,522-47.9% -$126.43万 减仓
LIN LINDE PLC $137.67万0.04%2,653 -331-11.1% -$17.18万 减仓
BNS BANK NOVA SCOTIA B C $137.07万0.04%15,784 4663.0% $4.05万 加仓
C CITIGROUP INC $136.96万0.04%9,786 340.3% $4,759 加仓
IXN ISHARES TR $136.40万0.04%9,440 1,61820.7% $23.38万 加仓
ECL ECOLAB INC $135.63万0.04%4,868 731.5% $2.03万 加仓
BALT INNOVATOR ETFS TRUST $135.51万0.04%39,541 9,30830.8% $31.90万 加仓
TLT ISHARES TR $135.00万0.04%15,621 -3,525-18.4% -$30.46万 减仓
TLTW ISHARES TR $134.66万0.04%60,279 8,73516.9% $19.51万 加仓
NBIS NEBIUS GROUP N.V. $134.66万0.04%4,876 -2,078-29.9% -$57.39万 减仓
— INNOVATOR ETFS TRUST $133.80万0.04%59,439 -760-1.3% -$1.71万 减仓
GSIE GOLDMAN SACHS ETF TR $133.78万0.04%29,274 00.0% — 不变
GRNY TIDAL TRUST I $133.62万0.04%48,326 5,14511.9% $14.23万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $133.26万0.04%27,561 3,41714.2% $16.52万 加仓
PRMB PRIMO BRANDS CORPORATION $132.78万0.04%54,329 170.0% $415 加仓
RWL INVESCO EXCH TRADED FD TR II $132.75万0.04%10,391 -240-2.3% -$3.07万 减仓
O REALTY INCOME CORP $132.59万0.04%21,399 4212.0% $2.61万 加仓
GL GLOBE LIFE INC $131.96万0.04%7,385 2693.8% $4.81万 加仓
VEU VANGUARD INTL EQUITY INDEX F $131.89万0.04%15,748 2651.7% $2.22万 加仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $128.68万0.04%34,350 1420.4% $5,319 加仓
CVSB MORGAN STANLEY ETF TRUST $128.47万0.04%25,370 1,3975.8% $7.07万 加仓
TFLO ISHARES TR $128.22万0.04%25,326 -5,478-17.8% -$27.73万 减仓
DELL DELL TECHNOLOGIES INC $126.81万0.04%2,939 -536-15.4% -$23.13万 减仓
NOBL PROSHARES TR $125.92万0.04%22,422 -9,742-30.3% -$54.71万 减仓
XONE BONDBLOXX ETF TRUST $125.87万0.04%25,496 4982.0% $2.46万 加仓
— MORGAN STANLEY ETF TRUST $125.39万0.04%16,471 8785.6% $6.68万 加仓
FUTY FIDELITY COVINGTON TRUST $124.13万0.04%21,247 1,6208.3% $9.46万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $123.69万0.04%66,356 16,70533.6% $31.14万 加仓
DSI ISHARES TR $123.42万0.03%8,668 -70-0.8% -$9,967 减仓
EME EMCOR GROUP INC $122.82万0.03%1,480 -4-0.3% -$3,320 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $121.46万0.03%1,727 -107-5.8% -$7.53万 减仓
GOVI INVESCO EXCH TRADED FD TR II $121.40万0.03%44,713 -11,416-20.3% -$30.99万 减仓
QQA INVESCO ACTIVELY MANAGED EXC $120.90万0.03%20,979 1030.5% $5,936 加仓
IHI ISHARES TR $120.19万0.03%24,326 -2,264-8.5% -$11.19万 减仓
— INVESCO EXCH TRADED FD TR II $120.03万0.03%23,429 1,0364.6% $5.31万 加仓
URI UNITED RENTALS INC $119.30万0.03%1,053 626.3% $7.02万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $118.57万0.03%108,583 9,90610.0% $10.82万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $117.96万0.03%90,672 1,3901.6% $1.81万 加仓
ALL ALLSTATE CORP $117.29万0.03%4,930 3517.7% $8.35万 加仓
XLC SELECT SECTOR SPDR TR $116.29万0.03%10,855 -8,380-43.6% -$89.78万 减仓
VGSR MANAGER DIRECTED PORTFOLIOS $116.12万0.03%101,998 5,9566.2% $6.78万 加仓
PAVE GLOBAL X FDS $115.98万0.03%19,685 7544.0% $4.44万 加仓
VNT VONTIER CORPORATION $115.56万0.03%39,848 7,88024.6% $22.85万 加仓
IWV ISHARES TR $115.52万0.03%2,709 -50-1.8% -$2.13万 减仓
BBLU EA SERIES TRUST $115.51万0.03%70,005 -20-0.0% -$330 减仓
SYY SYSCO CORP $115.20万0.03%13,783 2,78825.4% $23.30万 加仓
CBOE CBOE GLOBAL MKTS INC $115.14万0.03%4,745 2946.6% $7.13万 加仓
ESGD ISHARES TR $115.06万0.03%11,191 -1,457-11.5% -$14.98万 减仓
VIOO VANGUARD ADMIRAL FDS INC $114.55万0.03%8,328 -416-4.8% -$5.72万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $113.55万0.03%26,824 -192-0.7% -$8,127 减仓
CEG CONSTELLATION ENERGY CORP $113.54万0.03%4,571 1282.9% $3.18万 加仓
TFLR T ROWE PRICE EXCHANGE-TRADED $112.93万0.03%22,402 1,2976.1% $6.54万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $111.63万0.03%29,761 -317-1.1% -$1.19万 减仓
BX BLACKSTONE INC $111.57万0.03%9,482 2,38233.5% $28.03万 加仓
HASI HA SUSTAINABLE INFRA CAP INC $111.09万0.03%28,447 5862.1% $2.29万 加仓
NEM NEWMONT CORP $111.06万0.03%11,891 -400-3.3% -$3.74万 减仓
MMM 3M CO $110.52万0.03%6,826 -119-1.7% -$1.93万 减仓
DIA STATE STR SPDR DOW JONES IND $110.01万0.03%2,106 -727-25.7% -$37.98万 减仓
ESAB ESAB CORPORATION $109.84万0.03%11,137 3283.0% $3.24万 加仓
OACP UNIFIED SER TR $109.63万0.03%48,263 -14,176-22.7% -$32.20万 减仓
DLN WISDOMTREE TR $108.77万0.03%11,293 7647.3% $7.36万 加仓
WMB WILLIAMS COS INC $107.71万0.03%14,489 -95-0.7% -$7,062 减仓
SPOT SPOTIFY TECHNOLOGY S A $107.67万0.03%2,345 -158-6.3% -$7.25万 减仓
ACWX ISHARES TR $107.65万0.03%14,144 1,79414.5% $13.65万 加仓
CRH CRH PLC $107.09万0.03%10,008 180.2% $1,926 加仓
IWP ISHARES TR $106.56万0.03%7,278 -2,639-26.6% -$38.64万 减仓
— PIMCO EQUITY SER $106.54万0.03%22,259 1,3076.2% $6.26万 加仓
PHO INVESCO EXCHANGE TRADED FD T $105.63万0.03%15,291 -811-5.0% -$5.60万 减仓
ADBE ADOBE INC $105.56万0.03%5,149 -8,956-63.5% -$183.62万 减仓
FBT FIRST TR EXCHANGE-TRADED FD $105.28万0.03%4,247 3,052255.4% $75.66万 加仓
IFRA ISHARES TR $105.27万0.03%16,699 5,52849.5% $34.85万 加仓
EWJ ISHARES INC $104.66万0.03%11,222 -1,677-13.0% -$15.64万 减仓
QYLD GLOBAL X FDS $104.65万0.03%56,782 7771.4% $1.43万 加仓
— INNOVATOR ETFS TRUST $104.06万0.03%47,298 00.0% — 不变
SPYI NEOS ETF TRUST $103.17万0.03%19,433 5,94144.0% $31.54万 加仓
ENFR ALPS ETF TR $102.84万0.03%26,992 3,61415.5% $13.77万 加仓
CMI CUMMINS INC $102.72万0.03%1,440 -246-14.6% -$17.55万 减仓
GD GENERAL DYNAMICS CORP $102.55万0.03%2,895 -383-11.7% -$13.57万 减仓
RY ROYAL BK CDA $102.51万0.03%4,953 -379-7.1% -$7.84万 减仓
VBK VANGUARD INDEX FDS $101.70万0.03%2,781 -193-6.5% -$7.06万 减仓
EVR EVERCORE INC $99.53万0.03%2,915 -294-9.2% -$10.04万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $99.22万0.03%3,748 -2,891-43.5% -$76.53万 减仓
GLW CORNING INC $99.00万0.03%3,876 -3,882-50.0% -$99.16万 减仓
UMI USCF ETF TR $98.20万0.03%16,690 -317-1.9% -$1.87万 减仓
ITW ILLINOIS TOOL WKS INC $98.06万0.03%3,626 240.7% $6,491 加仓
GPIX GOLDMAN SACHS ETF TR $98.01万0.03%17,637 9475.7% $5.26万 加仓
LQD ISHARES TR $97.91万0.03%8,977 -1,067-10.6% -$11.64万 减仓
SNDK SANDISK CORP $97.32万0.03%428 4812.6% $10.91万 加仓
ICFI ICF INTL INC $97.30万0.03%13,355 3,04329.5% $22.17万 加仓
MCK MCKESSON CORP $97.20万0.03%1,286 322.6% $2.42万 加仓
WIW WESTERN AST INFL LKD OPP & I $96.77万0.03%115,200 6,8396.3% $5.74万 加仓
EOG EOG RES INC $96.52万0.03%7,440 -865-10.4% -$11.22万 减仓