13F 机构持仓

Dynasty Wealth Management, LLC

ST. PETERSBURG FL · SEC CIK 0001727599

2026Q22026Q1 更早 9 个季度 🔒
$134.57亿2026Q2 申报市值
367持仓数
48.7%前十大占比 · 第一大 6.8%
60 / 37新建仓 / 清仓
申报市值走势$134.57亿2026Q2
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

IVV 6.8%
DYNF 5.9%
BAI 5.5%
JAVA 5.3%
BINC 5.1%
PWRD 5.0%
IEFA 4.5%
FBND 3.7%
SPYG 3.4%
EMOP 3.3%

2026Q2 买入最多 按季末市值估算

IWB 加仓+$3.42亿
EFV 加仓+$9,010.04万
JAVA 加仓+$6,792.99万
BINC 加仓+$5,738.29万
IEMG 加仓+$4,740.46万

2026Q2 卖出最多 按季末市值估算

IWF 减仓-$10.86亿
BAI 减仓-$2.90亿
PWRD 减仓-$1.29亿
ABLD 减仓-$6,774.45万
IYG 减仓-$5,734.69万

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
TRMB TRIMBLE INC $00.00%0 -19,978-100.0% -$130.32万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -2,312-100.0% -$106.58万 清仓
MSTR STRATEGY INC $00.00%0 -5,783-100.0% -$72.17万 清仓
MCD MCDONALDS CORP $00.00%0 -2,119-100.0% -$65.85万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -13,321-100.0% -$53.59万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -2,731-100.0% -$47.69万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -2,391-100.0% -$47.40万 清仓
ONON ON HLDG AG $00.00%0 -13,282-100.0% -$45.19万 清仓
ADBE ADOBE SYSTEMS INCORPORATED $00.00%0 -1,826-100.0% -$44.39万 清仓
CAVA CAVA GROUP INC $00.00%0 -5,368-100.0% -$43.43万 清仓
BROS DUTCH BROS INC $00.00%0 -7,262-100.0% -$36.79万 清仓
GRFS GRIFOLS S A $00.00%0 -45,661-100.0% -$36.62万 清仓
UL UNILEVER PLC $00.00%0 -6,393-100.0% -$36.42万 清仓
TTD THE TRADE DESK INC $00.00%0 -15,669-100.0% -$35.55万 清仓
RBLX ROBLOX CORP $00.00%0 -6,152-100.0% -$34.80万 清仓
NICE NICE LTD $00.00%0 -2,938-100.0% -$32.39万 清仓
THC TENET HEALTHCARE CORP $00.00%0 -1,660-100.0% -$31.33万 清仓
SNOW SNOWFLAKE INC $00.00%0 -2,019-100.0% -$30.45万 清仓
— TOPBUILD CORP $00.00%0 -807-100.0% -$28.35万 清仓
BX BLACKSTONE INC $00.00%0 -2,380-100.0% -$27.37万 清仓
CVNA CARVANA CO $00.00%0 -21,425-100.0% -$26.94万 清仓
— EXXON MOBIL CORP $00.00%0 -1,505-100.0% -$25.54万 清仓
IT GARTNER INC $00.00%0 -1,534-100.0% -$24.29万 清仓
RDDT REDDIT INC $00.00%0 -1,788-100.0% -$24.08万 清仓
INSM INSMED INC $00.00%0 -1,422-100.0% -$23.25万 清仓
TOST TOAST INC $00.00%0 -8,423-100.0% -$22.33万 清仓
BA BOEING CO $00.00%0 -1,118-100.0% -$22.25万 清仓
DOCS DOXIMITY INC $00.00%0 -9,504-100.0% -$22.14万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -365-100.0% -$22.04万 清仓
PEP PEPSICO INC $00.00%0 -1,390-100.0% -$21.59万 清仓
SONY SONY GROUP CORP $00.00%0 -10,222-100.0% -$21.16万 清仓
MBSF VALUED ADVISERS TR $00.00%0 -8,000-100.0% -$20.41万 清仓
RMD RESMED INC $00.00%0 -907-100.0% -$20.36万 清仓
CRM SALESFORCE INC $00.00%0 -1,091-100.0% -$20.36万 清仓
SNN SMITH & NEPHEW PLC $00.00%0 -6,335-100.0% -$20.13万 清仓
RKLB ROCKET LAB CORP $00.00%0 -3,127-100.0% -$20.08万 清仓
LYFT LYFT INC $00.00%0 -13,079-100.0% -$17.40万 清仓
NWL NEWELL BRANDS INC $9.84万0.00%16,034 16,034— $9.84万 新建仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $13.64万0.00%14,587 14,587— $13.64万 新建仓
UWMC UWM HOLDINGS CORPORATION $17.59万0.00%76,819 54,361242.1% $12.45万 加仓
AGNC AGNC INVT CORP $19.98万0.00%18,326 18,326— $19.98万 新建仓
KKR KKR & CO INC $20.15万0.00%2,195 -3,637-62.4% -$33.38万 减仓
PUK PRUDENTIAL PLC $20.34万0.00%7,587 -2,787-26.9% -$7.47万 减仓
SAIA SAIA INC $20.59万0.00%489 489— $20.59万 新建仓
DG DOLLAR GEN CORP $20.66万0.00%1,795 1,795— $20.66万 新建仓
T AT&T INC $20.70万0.00%9,999 9,999— $20.70万 新建仓
HWM HOWMET AEROSPACE INC $20.81万0.00%774 774— $20.81万 新建仓
WMT WALMART INC $20.82万0.00%1,838 -1,043-36.2% -$11.81万 减仓
CSCO CISCO SYS INC $20.84万0.00%1,774 1,774— $20.84万 新建仓
SOFI SOFI TECHNOLOGIES INC $21.16万0.00%11,800 -3,775-24.2% -$6.77万 减仓
ALK ALASKA AIR GROUP INC $21.18万0.00%4,058 4,058— $21.18万 新建仓
VT VANGUARD INTL EQUITY INDEX F $21.50万0.00%1,370 1,370— $21.50万 新建仓
— TEVA PHARMACEUTICAL INDS LTD $21.51万0.00%6,348 -435-6.4% -$1.47万 重新持有
VIG VANGUARD SPECIALIZED FUNDS $21.53万0.00%910 00.0% — 重新持有
KMPR KEMPER CORP $21.69万0.00%8,044 8,044— $21.69万 新建仓
RING ISHARES INC $21.85万0.00%3,383 31110.1% $2.01万 加仓
ROP ROPER TECHNOLOGIES INC $22.28万0.00%659 81.2% $2,705 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $22.49万0.00%747 -487-39.5% -$14.66万 减仓
MMM 3M CO $22.64万0.00%1,398 -1,052-42.9% -$17.04万 减仓
MDT MEDTRONIC PLC $23.16万0.00%2,960 -6,491-68.7% -$50.79万 减仓
SRPT SAREPTA THERAPEUTICS INC $23.20万0.00%12,909 -896-6.5% -$1.61万 减仓
LECO LINCOLN ELEC HLDGS INC $23.26万0.00%876 876— $23.26万 新建仓
IHG INTERCONTINENTAL HOTELS GROU $23.49万0.00%1,357 1,357— $23.49万 新建仓
TJX TJX COS INC NEW $23.95万0.00%1,581 1,581— $23.95万 新建仓
MDB MONGODB INC $24.42万0.00%727 727— $24.42万 新建仓
EUFN ISHARES TR $25.11万0.00%6,440 6,440— $25.11万 新建仓
RTX RAYTHEON TECHNOLOGIES CORP $25.11万0.00%1,324 -187-12.4% -$3.55万 减仓
IGF ISHARES TR $25.16万0.00%3,778 371.0% $2,464 加仓
RCL ROYAL CARIBBEAN GROUP $25.23万0.00%795 -588-42.5% -$18.66万 减仓
PHG KONINKLIJKE PHILIPS N V $25.34万0.00%9,320 -1,575-14.5% -$4.28万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $25.64万0.00%981 981— $25.64万 新建仓
ACGL ARCH CAP GROUP LTD $25.92万0.00%2,671 -632-19.1% -$6.13万 重新持有
AEG AEGON LTD $26.23万0.00%31,078 10,23249.1% $8.64万 加仓
EME EMCOR GROUP INC $26.23万0.00%316 316— $26.23万 新建仓
LITE LUMENTUM HLDGS INC $26.86万0.00%313 -12-3.7% -$1.03万 减仓
WDC WESTERN DIGITAL CORP $26.96万0.00%422 422— $26.96万 新建仓
SO SOUTHERN CO $27.16万0.00%2,838 2,838— $27.16万 新建仓
UNP UNION PAC CORP $27.25万0.00%1,002 -159-13.7% -$4.32万 减仓
VOD VODAFONE GROUP PLC NEW $27.76万0.00%20,989 -1,818-8.0% -$2.40万 减仓
SFM SPROUTS FMRS MKT INC $27.89万0.00%3,297 1063.3% $8,965 重新持有
TXN TEXAS INSTRS INC $27.95万0.00%938 938— $27.95万 新建仓
WING WINGSTOP INC $28.27万0.00%1,630 27720.5% $4.80万 重新持有
BRK/B BERKSHIRE HATHAWAY INC DEL $28.37万0.00%567 -41-6.7% -$2.05万 减仓
NU NU HLDGS LTD $29.27万0.00%21,909 -6,695-23.4% -$8.94万 减仓
FAST FASTENAL CO $29.34万0.00%6,108 -14-0.2% -$672 减仓
SHW SHERWIN WILLIAMS CO $29.79万0.00%865 -377-30.4% -$12.98万 减仓
AIG AMERICAN INTL GROUP INC $29.99万0.00%4,023 4,023— $29.99万 新建仓
TM TOYOTA MOTOR CORP $30.52万0.00%1,812 -491-21.3% -$8.27万 减仓
IVZ INVESCO LTD $30.62万0.00%11,603 11,603— $30.62万 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC $30.81万0.00%4,118 -594-12.6% -$4.44万 减仓
BSX BOSTON SCIENTIFIC CORP $30.84万0.00%7,226 7,226— $30.84万 新建仓
PANW PALO ALTO NETWORKS INC $30.86万0.00%905 -676-42.8% -$23.05万 减仓
IYJ ISHARES TR $30.98万0.00%1,859 -229-11.0% -$3.82万 减仓
APTV APTIV PLC $31.58万0.00%5,145 -5,103-49.8% -$31.32万 减仓
NFG NATIONAL FUEL GAS CO $31.93万0.00%4,135 4,135— $31.93万 新建仓
DKNG DRAFTKINGS INC NEW $32.69万0.00%12,941 6,891113.9% $17.41万 重新持有
ALGM ALLEGRO MICROSYSTEMS INC $32.75万0.00%4,704 4,704— $32.75万 新建仓
FISV FISERV INC $32.92万0.00%6,712 6,712— $32.92万 新建仓
EMLC VANECK ETF TRUST $33.06万0.00%12,935 12,935— $33.06万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $33.72万0.00%706 -43-5.7% -$2.05万 减仓