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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,892.51万 | 3.12% | 389,791 | 5,044 | 1.3% | $128.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,524.82万 | 2.06% | 852,472 | 20,953 | 2.5% | $160.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,557.85万 | 1.75% | 318,684 | 12,472 | 4.1% | $217.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,862.46万 | 1.53% | 131,358 | -4,348 | -3.2% | -$160.95万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,419.07万 | 1.39% | 968,669 | 36,604 | 3.9% | $166.99万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,078.77万 | 1.29% | 575,203 | 19,845 | 3.6% | $140.72万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4,064.05万 | 1.28% | 324,786 | 2,144 | 0.7% | $26.83万 | 加仓 |
| AMZN | AMAZON COM INC | $3,708.10万 | 1.17% | 178,043 | 4,366 | 2.5% | $90.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,561.54万 | 1.12% | 61,706 | -4,785 | -7.2% | -$276.18万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,548.02万 | 1.12% | 725,123 | 11,626 | 1.6% | $56.89万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,527.09万 | 1.11% | 1,139,240 | 473,227 | 71.1% | $1,465.11万 | 加仓 |
| GOOGL | ALPHABET INC | $3,431.76万 | 1.08% | 119,341 | -1,862 | -1.5% | -$53.54万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,286.48万 | 1.04% | 1,281,779 | 34,835 | 2.8% | $89.32万 | 加仓 |
| IVV | ISHARES TR | $3,237.98万 | 1.02% | 49,570 | 1,829 | 3.8% | $119.47万 | 加仓 |
| IEFA | ISHARES TR | $3,220.15万 | 1.01% | 355,700 | 11,146 | 3.2% | $100.90万 | 加仓 |
| TSLA | TESLA INC | $3,177.61万 | 1.00% | 85,477 | 2,364 | 2.8% | $87.88万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,119.87万 | 0.98% | 738,954 | 3,047 | 0.4% | $12.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,114.77万 | 0.98% | 52,126 | -9,302 | -15.1% | -$555.84万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,073.92万 | 0.97% | 417,425 | 17,759 | 4.4% | $130.78万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,052.51万 | 0.96% | 603,143 | 4,329 | 0.7% | $21.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,911.29万 | 0.92% | 749,174 | 15,101 | 2.1% | $58.68万 | 加仓 |
| AVGO | BROADCOM INC | $2,906.38万 | 0.92% | 93,903 | -3,069 | -3.2% | -$94.99万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2,897.85万 | 0.91% | 863,998 | 50,251 | 6.2% | $168.54万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,887.14万 | 0.91% | 616,515 | 23,811 | 4.0% | $111.51万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,551.92万 | 0.80% | 877,551 | 12,035 | 1.4% | $35.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,383.60万 | 0.75% | 81,031 | 1,701 | 2.1% | $50.04万 | 加仓 |
| META | META PLATFORMS INC | $2,335.95万 | 0.74% | 40,829 | 643 | 1.6% | $36.79万 | 加仓 |
| GLD | SPDR GOLD TR | $2,255.50万 | 0.71% | 52,418 | 764 | 1.5% | $32.87万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $2,141.05万 | 0.67% | 318,989 | -401 | -0.1% | -$2.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,137.01万 | 0.67% | 103,287 | -2,788 | -2.6% | -$57.68万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $2,049.38万 | 0.65% | 295,299 | 5,062 | 1.7% | $35.13万 | 加仓 |
| SHY | ISHARES TR | $2,015.97万 | 0.64% | 244,153 | -18,106 | -6.9% | -$149.50万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,999.64万 | 0.63% | 513,255 | 9,853 | 2.0% | $38.39万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,986.56万 | 0.63% | 323,966 | 10,565 | 3.4% | $64.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,965.21万 | 0.62% | 19,723 | -136 | -0.7% | -$13.55万 | 减仓 |
| EMGF | ISHARES INC | $1,946.96万 | 0.61% | 322,184 | 10,338 | 3.3% | $62.47万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,908.31万 | 0.60% | 770,412 | 11,759 | 1.5% | $29.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,858.88万 | 0.59% | 57,943 | 1,837 | 3.3% | $58.93万 | 加仓 |
| GOOG | ALPHABET INC | $1,807.46万 | 0.57% | 63,009 | 1,390 | 2.3% | $39.87万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,795.02万 | 0.57% | 226,444 | 5,287 | 2.4% | $41.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,772.57万 | 0.56% | 36,990 | 839 | 2.3% | $40.21万 | 加仓 |
| WMT | WALMART INC | $1,734.20万 | 0.55% | 139,539 | 597 | 0.4% | $7.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,703.34万 | 0.54% | 26,192 | 77 | 0.3% | $5.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,701.30万 | 0.54% | 265,496 | -6,713 | -2.5% | -$43.02万 | 减仓 |
| CAT | CATERPILLAR INC | $1,672.62万 | 0.53% | 23,609 | 2,365 | 11.1% | $167.55万 | 加仓 |
| — | EXXON MOBIL CORP | $1,605.70万 | 0.51% | 94,642 | -1,011 | -1.1% | -$17.15万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $1,515.32万 | 0.48% | 627,721 | 19,070 | 3.1% | $46.03万 | 加仓 |
| HD | HOME DEPOT INC | $1,498.39万 | 0.47% | 45,559 | 3,101 | 7.3% | $101.99万 | 加仓 |
| DGRO | ISHARES TR | $1,496.55万 | 0.47% | 213,244 | 9,730 | 4.8% | $68.29万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,466.11万 | 0.46% | 432,990 | 9,740 | 2.3% | $32.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,463.13万 | 0.46% | 205,699 | 2,590 | 1.3% | $18.42万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,418.23万 | 0.45% | 292,661 | 7,174 | 2.5% | $34.77万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,370.38万 | 0.43% | 253,539 | 9,296 | 3.8% | $50.24万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,366.13万 | 0.43% | 279,601 | 702 | 0.3% | $3.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,326.09万 | 0.42% | 233,961 | 82,069 | 54.0% | $465.17万 | 加仓 |
| ABBV | ABBVIE INC | $1,309.41万 | 0.41% | 60,206 | 1,187 | 2.0% | $25.82万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,296.67万 | 0.41% | 88,643 | 5,794 | 7.0% | $84.75万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,279.91万 | 0.40% | 114,165 | 8,064 | 7.6% | $90.41万 | 加仓 |
| IJH | ISHARES TR | $1,267.33万 | 0.40% | 187,670 | 2,743 | 1.5% | $18.52万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1,258.27万 | 0.40% | 151,837 | 1,928 | 1.3% | $15.98万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,220.08万 | 0.38% | 158,225 | 134,607 | 569.9% | $1,037.96万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $1,198.10万 | 0.38% | 128,455 | 6,257 | 5.1% | $58.36万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,197.52万 | 0.38% | 37,358 | -69 | -0.2% | -$2.21万 | 减仓 |
| IWM | ISHARES TR | $1,192.81万 | 0.38% | 48,097 | 1,816 | 3.9% | $45.04万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,155.45万 | 0.36% | 239,968 | 958 | 0.4% | $4.61万 | 加仓 |
| LLY | ELI LILLY & CO | $1,153.69万 | 0.36% | 12,543 | -5,221 | -29.4% | -$480.22万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,135.20万 | 0.36% | 86,643 | 19,376 | 28.8% | $253.86万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,077.37万 | 0.34% | 199,549 | 17,852 | 9.8% | $96.38万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,076.78万 | 0.34% | 513,732 | 453,370 | 751.1% | $950.26万 | 加仓 |
| V | VISA INC | $1,014.19万 | 0.32% | 33,556 | 2,723 | 8.8% | $82.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,012.98万 | 0.32% | 409,285 | 38,456 | 10.4% | $95.18万 | 加仓 |
| IUSV | ISHARES TR | $998.99万 | 0.31% | 97,701 | 1,784 | 1.9% | $18.24万 | 加仓 |
| ACWV | ISHARES INC | $967.27万 | 0.30% | 80,936 | 5,765 | 7.7% | $68.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $964.25万 | 0.30% | 39,447 | -1,724 | -4.2% | -$42.14万 | 减仓 |
| GQRE | FLEXSHARES TR | $939.34万 | 0.30% | 157,217 | -2,846 | -1.8% | -$17.00万 | 减仓 |
| PEP | PEPSICO INC | $926.83万 | 0.29% | 59,684 | 723 | 1.2% | $11.23万 | 加仓 |
| SO | SOUTHERN CO | $925.51万 | 0.29% | 95,888 | 4,944 | 5.4% | $47.72万 | 加仓 |
| MINT | PIMCO ETF TR | $908.14万 | 0.29% | 90,299 | 44 | 0.0% | $4,425 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $888.88万 | 0.28% | 241,805 | 5,640 | 2.4% | $20.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $879.00万 | 0.28% | 106,224 | 7,291 | 7.4% | $60.33万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $859.52万 | 0.27% | 17,202 | 426 | 2.5% | $21.29万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $851.81万 | 0.27% | 353,375 | 7,302 | 2.1% | $17.60万 | 加仓 |
| DON | WISDOMTREE TR | $845.96万 | 0.27% | 161,013 | 1,733 | 1.1% | $9.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $832.98万 | 0.26% | 31,803 | 66 | 0.2% | $1.73万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $831.42万 | 0.26% | 270,996 | -75,849 | -21.9% | -$232.70万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $830.44万 | 0.26% | 173,442 | 3,773 | 2.2% | $18.07万 | 加仓 |
| IGSB | ISHARES TR | $804.55万 | 0.25% | 153,073 | 2,101 | 1.4% | $11.04万 | 加仓 |
| IYW | ISHARES TR | $788.59万 | 0.25% | 43,468 | 565 | 1.3% | $10.25万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $786.47万 | 0.25% | 11,528 | -97 | -0.8% | -$6.62万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $785.60万 | 0.25% | 40,934 | 1,113 | 2.8% | $21.36万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $772.41万 | 0.24% | 55,422 | 1,597 | 3.0% | $22.26万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $763.80万 | 0.24% | 237,059 | 7,759 | 3.4% | $25.00万 | 加仓 |
| CSCO | CISCO SYS INC | $760.10万 | 0.24% | 97,963 | -2,815 | -2.8% | -$21.84万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $745.99万 | 0.24% | 137,802 | 10,913 | 8.6% | $59.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $744.00万 | 0.23% | 314,590 | 11,610 | 3.8% | $27.46万 | 加仓 |
| GEV | GE VERNOVA INC | $740.45万 | 0.23% | 8,483 | 156 | 1.9% | $13.62万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $737.65万 | 0.23% | 245,310 | 9,430 | 4.0% | $28.36万 | 加仓 |
| SOXX | ISHARES TR | $721.96万 | 0.23% | 21,967 | -435 | -1.9% | -$14.30万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $712.92万 | 0.22% | 54,446 | 23,770 | 77.5% | $311.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $709.55万 | 0.22% | 90,492 | -4,054 | -4.3% | -$31.79万 | 减仓 |