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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.13亿 | 3.20% | 390,317 | 526 | 0.1% | $15.22万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,509.46万 | 2.13% | 854,513 | 2,041 | 0.2% | $17.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,137.27万 | 1.74% | 306,725 | -11,959 | -3.8% | -$239.29万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,106.57万 | 1.45% | 359,896 | 35,110 | 10.8% | $498.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,981.85万 | 1.41% | 1,095,153 | 126,484 | 13.1% | $575.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,643.61万 | 1.32% | 124,487 | -6,871 | -5.2% | -$256.30万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,641.63万 | 1.32% | 566,467 | -8,736 | -1.5% | -$71.58万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,420.24万 | 1.25% | 1,198,872 | 59,632 | 5.2% | $219.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,383.98万 | 1.24% | 59,533 | -2,173 | -3.5% | -$160.02万 | 减仓 |
| AMZN | AMAZON COM INC | $4,040.65万 | 1.14% | 169,533 | -8,510 | -4.8% | -$202.83万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,007.01万 | 1.14% | 759,479 | 34,356 | 4.7% | $181.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,986.92万 | 1.13% | 1,354,713 | 72,934 | 5.7% | $214.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,952.95万 | 1.12% | 57,555 | 5,429 | 10.4% | $372.87万 | 加仓 |
| GOOGL | ALPHABET INC | $3,934.47万 | 1.11% | 110,095 | -9,246 | -7.7% | -$330.43万 | 减仓 |
| IEFA | ISHARES TR | $3,737.56万 | 1.06% | 386,991 | 31,291 | 8.8% | $302.21万 | 加仓 |
| AVGO | BROADCOM INC | $3,405.96万 | 0.97% | 90,164 | -3,739 | -4.0% | -$141.24万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,311.58万 | 0.94% | 654,851 | 51,708 | 8.6% | $261.49万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,284.01万 | 0.93% | 700,663 | 84,148 | 13.6% | $394.40万 | 加仓 |
| TSLA | TESLA INC | $3,275.43万 | 0.93% | 77,875 | -7,602 | -8.9% | -$319.74万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,249.07万 | 0.92% | 899,273 | 21,722 | 2.5% | $78.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,230.37万 | 0.92% | 728,217 | -20,957 | -2.8% | -$92.97万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $3,136.89万 | 0.89% | 937,504 | 73,506 | 8.5% | $245.95万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,105.30万 | 0.88% | 735,680 | -3,274 | -0.4% | -$13.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,076.32万 | 0.87% | 419,060 | 1,635 | 0.4% | $12.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,672.68万 | 0.76% | 81,651 | 620 | 0.8% | $20.29万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $2,585.29万 | 0.73% | 331,727 | 36,428 | 12.3% | $283.90万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $2,580.70万 | 0.73% | 344,277 | 25,288 | 7.9% | $189.56万 | 加仓 |
| CAT | CATERPILLAR INC | $2,560.94万 | 0.73% | 24,049 | 440 | 1.9% | $46.85万 | 加仓 |
| EMGF | ISHARES INC | $2,521.52万 | 0.71% | 344,188 | 22,004 | 6.8% | $161.20万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,517.85万 | 0.71% | 348,347 | 24,381 | 7.5% | $176.23万 | 加仓 |
| GOOG | ALPHABET INC | $2,384.11万 | 0.68% | 67,475 | 4,466 | 7.1% | $157.80万 | 加仓 |
| META | META PLATFORMS INC | $2,313.11万 | 0.66% | 41,064 | 235 | 0.6% | $13.24万 | 加仓 |
| SHY | ISHARES TR | $2,144.59万 | 0.61% | 261,185 | 17,032 | 7.0% | $139.85万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,117.87万 | 0.60% | 513,424 | 169 | 0.0% | $6,971 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,068.90万 | 0.59% | 128,073 | 13,908 | 12.2% | $224.67万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,031.19万 | 0.58% | 816,396 | 45,984 | 6.0% | $114.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,963.26万 | 0.56% | 248,420 | 21,976 | 9.7% | $173.68万 | 加仓 |
| GLD | SPDR GOLD TR | $1,939.00万 | 0.55% | 52,636 | 218 | 0.4% | $8.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,906.52万 | 0.54% | 25,530 | -662 | -2.5% | -$49.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,886.76万 | 0.53% | 264,808 | -688 | -0.3% | -$4.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,881.09万 | 0.53% | 20,108 | 385 | 2.0% | $36.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,755.23万 | 0.50% | 35,077 | -1,913 | -5.2% | -$95.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,705.46万 | 0.48% | 102,887 | -400 | -0.4% | -$6.63万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,686.57万 | 0.48% | 419,441 | -13,549 | -3.1% | -$54.48万 | 减仓 |
| DGRO | ISHARES TR | $1,667.95万 | 0.47% | 220,075 | 6,831 | 3.2% | $51.77万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $1,654.82万 | 0.47% | 681,278 | 53,557 | 8.5% | $130.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,652.13万 | 0.47% | 200,647 | -5,052 | -2.5% | -$41.60万 | 减仓 |
| HD | HOME DEPOT INC | $1,646.25万 | 0.47% | 46,678 | 1,119 | 2.5% | $39.47万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,578.70万 | 0.45% | 286,985 | -5,676 | -1.9% | -$31.22万 | 减仓 |
| WMT | WALMART INC | $1,576.53万 | 0.45% | 139,195 | -344 | -0.2% | -$3.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,563.72万 | 0.44% | 261,973 | 8,434 | 3.3% | $50.34万 | 加仓 |
| LLY | ELI LILLY & CO | $1,524.21万 | 0.43% | 12,708 | 165 | 1.3% | $19.79万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1,519.28万 | 0.43% | 170,975 | 19,138 | 12.6% | $170.06万 | 加仓 |
| ABBV | ABBVIE INC | $1,480.05万 | 0.42% | 58,816 | -1,390 | -2.3% | -$34.98万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,444.66万 | 0.41% | 295,642 | 16,041 | 5.7% | $78.38万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,443.99万 | 0.41% | 168,907 | 10,682 | 6.8% | $91.32万 | 加仓 |
| IJH | ISHARES TR | $1,442.17万 | 0.41% | 187,027 | -643 | -0.3% | -$4.96万 | 减仓 |
| IWM | ISHARES TR | $1,398.26万 | 0.40% | 46,539 | -1,558 | -3.2% | -$46.81万 | 减仓 |
| SOXX | ISHARES TR | $1,383.13万 | 0.39% | 21,586 | -381 | -1.7% | -$24.41万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $1,373.55万 | 0.39% | 143,056 | 14,601 | 11.4% | $140.19万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,358.25万 | 0.38% | 259,307 | 19,339 | 8.1% | $101.30万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,284.87万 | 0.36% | 37,316 | -42 | -0.1% | -$1.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,257.04万 | 0.36% | 33,970 | -23,973 | -41.4% | -$887.11万 | 减仓 |
| — | EXXON MOBIL CORP | $1,246.31万 | 0.35% | 91,158 | -3,484 | -3.7% | -$47.63万 | 减仓 |
| V | VISA INC | $1,182.83万 | 0.34% | 34,476 | 920 | 2.7% | $31.56万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,177.56万 | 0.33% | 208,492 | -25,469 | -10.9% | -$143.85万 | 减仓 |
| IVV | ISHARES TR | $1,165.27万 | 0.33% | 15,560 | -34,010 | -68.6% | -$2,546.96万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,156.24万 | 0.33% | 417,415 | 8,130 | 2.0% | $22.52万 | 加仓 |
| IUSV | ISHARES TR | $1,114.63万 | 0.32% | 101,192 | 3,491 | 3.6% | $38.45万 | 加仓 |
| GQRE | FLEXSHARES TR | $1,085.43万 | 0.31% | 169,600 | 12,383 | 7.9% | $79.25万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,073.51万 | 0.30% | 197,120 | -2,429 | -1.2% | -$13.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,041.16万 | 0.30% | 54,649 | 4,733 | 9.5% | $90.17万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,031.24万 | 0.29% | 72,039 | -14,604 | -16.9% | -$209.06万 | 减仓 |
| IYW | ISHARES TR | $1,007.73万 | 0.29% | 39,953 | -3,515 | -8.1% | -$88.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,002.93万 | 0.28% | 39,490 | 43 | 0.1% | $1.09万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $994.16万 | 0.28% | 17,114 | -5,500 | -24.3% | -$319.50万 | 减仓 |
| ACWV | ISHARES INC | $987.95万 | 0.28% | 82,172 | 1,236 | 1.5% | $14.86万 | 加仓 |
| MINT | PIMCO ETF TR | $986.83万 | 0.28% | 97,890 | 7,591 | 8.4% | $76.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $982.98万 | 0.28% | 235,557 | -6,248 | -2.6% | -$26.07万 | 减仓 |
| GEV | GE VERNOVA INC | $982.87万 | 0.28% | 8,366 | -117 | -1.4% | -$13.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $953.18万 | 0.27% | 31,446 | -357 | -1.1% | -$10.82万 | 减仓 |
| CSCO | CISCO SYS INC | $944.40万 | 0.27% | 80,402 | -17,561 | -17.9% | -$206.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $939.49万 | 0.27% | 19,672 | -416 | -2.1% | -$19.87万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $918.34万 | 0.26% | 111,112 | 4,888 | 4.6% | $40.40万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $909.36万 | 0.26% | 436,038 | -77,694 | -15.1% | -$162.03万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $900.16万 | 0.26% | 161,405 | 13,861 | 9.4% | $77.30万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $898.37万 | 0.25% | 283,307 | 12,311 | 4.5% | $39.04万 | 加仓 |
| SO | SOUTHERN CO | $854.89万 | 0.24% | 89,321 | -6,567 | -6.8% | -$62.85万 | 减仓 |
| DON | WISDOMTREE TR | $849.93万 | 0.24% | 150,378 | -10,635 | -6.6% | -$60.11万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $842.41万 | 0.24% | 345,958 | -7,417 | -2.1% | -$18.06万 | 减仓 |
| GE | GE AEROSPACE | $841.64万 | 0.24% | 22,520 | 572 | 2.6% | $21.38万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $837.36万 | 0.24% | 16,441 | 4,913 | 42.6% | $250.22万 | 加仓 |
| MS | MORGAN STANLEY | $832.99万 | 0.24% | 39,848 | 3,416 | 9.4% | $71.41万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $831.65万 | 0.24% | 174,168 | 726 | 0.4% | $3.47万 | 加仓 |
| MRK | MERCK & CO INC | $826.42万 | 0.23% | 64,313 | 23,285 | 56.8% | $299.21万 | 加仓 |
| PEP | PEPSICO INC | $819.99万 | 0.23% | 60,561 | 877 | 1.5% | $11.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $815.93万 | 0.23% | 69,935 | -18,708 | -21.1% | -$218.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $806.62万 | 0.23% | 308,340 | -6,250 | -2.0% | -$16.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $800.23万 | 0.23% | 28,457 | 1,209 | 4.4% | $34.00万 | 加仓 |
| IGSB | ISHARES TR | $797.37万 | 0.23% | 152,140 | -933 | -0.6% | -$4.89万 | 减仓 |