13F 机构持仓

Dynasty Wealth Management, LLC

ST. PETERSBURG FL · SEC CIK 0001727599

2026Q22026Q1 更早 9 个季度 🔒
$114.97亿2026Q1 申报市值
333持仓数
49.3%前十大占比 · 第一大 6.8%
51 / 45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%
BAI 5.6%
DYNF 5.6%
PWRD 5.6%
BINC 5.4%
JAVA 5.1%
IEFA 4.7%
FBND 4.1%
SPYG 3.3%
EMOP 3.1%

2026Q1 买入最多 按季末市值估算

EMOP 新建仓+$3.62亿
BAI 加仓+$2.54亿
JAVA 加仓+$2.45亿
IWF 加仓+$2.42亿
EFV 加仓+$1.96亿

2026Q1 卖出最多 按季末市值估算

IEMG 减仓-$2.89亿
ABFL 减仓-$2.86亿
IYF 清仓-$2.27亿
IYW 减仓-$1.15亿
IQLT 清仓-$7,422.67万

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
NMR NOMURA HLDGS INC $30.38万0.00%38,510 3440.9% $2,714 加仓
SNOW SNOWFLAKE INC $30.45万0.00%2,019 76460.9% $11.52万 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $30.67万0.00%4,712 4,712— $30.67万 新建仓
IYJ ISHARES TR $30.81万0.00%2,088 31918.0% $4.71万 加仓
THC TENET HEALTHCARE CORP $31.33万0.00%1,660 -366-18.1% -$6.91万 减仓
NWG NATWEST GROUP PLC $31.54万0.00%21,166 -1,069-4.8% -$1.59万 减仓
AU ANGLOGOLD ASHANTI PLC $32.31万0.00%3,319 40513.9% $3.94万 加仓
NICE NICE LTD $32.39万0.00%2,938 2,938— $32.39万 新建仓
P PURE STORAGE INC $32.95万0.00%5,581 2,58686.3% $15.27万 加仓
VB VANGUARD INDEX FDS $33.31万0.00%1,272 -133-9.5% -$3.48万 减仓
RBRK RUBRIK INC $33.65万0.00%6,871 6,871— $33.65万 新建仓
VOD VODAFONE GROUP PLC NEW $34.26万0.00%22,807 -1,869-7.6% -$2.81万 减仓
SMFG SUMITOMO MITSUI FINL GROUP I $34.52万0.00%17,478 -534-3.0% -$1.05万 减仓
MKSI MKS INC. $34.70万0.00%1,510 -928-38.1% -$21.32万 减仓
CLOA BLACKROCK ETF TRUST II $34.74万0.00%6,702 6,702— $34.74万 新建仓
RBLX ROBLOX CORP $34.80万0.00%6,152 -5,168-45.7% -$29.23万 减仓
TTD THE TRADE DESK INC $35.55万0.00%15,669 15,669— $35.55万 新建仓
MMM 3M CO $35.59万0.00%2,450 -373-13.2% -$5.42万 减仓
WMT WALMART INC $35.80万0.00%2,881 2218.3% $2.75万 加仓
TRGP TARGA RES CORP $35.99万0.00%1,436 1158.7% $2.88万 加仓
NGG NATIONAL GRID PLC $36.40万0.00%4,302 2285.6% $1.93万 加仓
UL UNILEVER PLC $36.42万0.00%6,393 -2,202-25.6% -$12.54万 减仓
GRFS GRIFOLS S A $36.62万0.00%45,661 -1,086-2.3% -$8,710 减仓
BROS DUTCH BROS INC $36.79万0.00%7,262 7,262— $36.79万 新建仓
RCL ROYAL CARIBBEAN GROUP $38.05万0.00%1,383 65690.2% $18.05万 重新持有
TPL TEXAS PACIFIC LAND CORPORATI $38.06万0.00%802 802— $38.06万 新建仓
QCOM QUALCOMM INC $38.26万0.00%2,971 -976-24.7% -$12.57万 减仓
DDOG DATADOG INC $38.34万0.00%3,248 1,35671.7% $16.01万 加仓
U UNITY SOFTWARE INC $38.34万0.00%17,477 17,477— $38.34万 新建仓
STLD STEEL DYNAMICS INC $38.60万0.00%2,144 2,144— $38.60万 新建仓
RIO RIO TINTO PLC $39.60万0.00%4,245 -148-3.4% -$1.38万 减仓
SHW SHERWIN WILLIAMS CO $39.80万0.00%1,242 -944-43.2% -$30.25万 减仓
PWR QUANTA SVCS INC $39.93万0.00%727 13623.0% $7.47万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $40.83万0.00%1,234 54679.4% $18.07万 加仓
NU NU HLDGS LTD $41.10万0.00%28,604 960.3% $1,380 加仓
UNH UNITEDHEALTH GROUP INC $41.70万0.00%1,541 21716.4% $5.87万 加仓
APO APOLLO GLOBAL MGMT INC $41.93万0.00%3,763 -1,496-28.4% -$16.67万 减仓
TXG 10X GENOMICS INC $42.29万0.00%19,919 -5,336-21.1% -$11.33万 减仓
IQV IQVIA HLDGS INC $42.77万0.00%2,508 83549.9% $14.24万 加仓
CAVA CAVA GROUP INC $43.43万0.00%5,368 5,368— $43.43万 新建仓
HLI HOULIHAN LOKEY INC $43.54万0.00%3,031 -67-2.2% -$9,624 减仓
CL COLGATE PALMOLIVE CO $44.05万0.00%5,169 -1,662-24.3% -$14.16万 减仓
XPO XPO INC $44.24万0.00%2,274 2,274— $44.24万 新建仓
ADBE ADOBE SYSTEMS INCORPORATED $44.39万0.00%1,826 -1,382-43.1% -$33.59万 减仓
ONON ON HLDG AG $45.19万0.00%13,282 13,282— $45.19万 新建仓
FUTU FUTU HLDGS LTD $45.95万0.00%3,360 -2-0.1% -$274 减仓
CRWD CROWDSTRIKE HLDGS INC $46.73万0.00%1,197 -304-20.3% -$11.87万 减仓
VRTX VERTEX PHARMACEUTICALS INC $46.84万0.00%1,049 363.6% $1.61万 加仓
ACN ACCENTURE PLC IRELAND $47.40万0.00%2,391 -830-25.8% -$16.46万 减仓
TM TOYOTA MOTOR CORP $47.46万0.00%2,303 813.6% $1.67万 加仓
COIN COINBASE GLOBAL INC $47.69万0.00%2,731 1,475117.4% $25.75万 加仓
COST COSTCO WHSL CORP NEW $47.85万0.00%480 10126.6% $10.07万 加仓
BURL BURLINGTON STORES INC $47.99万0.00%1,475 24920.3% $8.10万 加仓
LYV LIVE NATION ENTERTAINMENT IN $48.28万0.00%3,166 46017.0% $7.02万 加仓
HYDB ISHARES TR $48.73万0.00%10,476 10,476— $48.73万 新建仓
ARGX ARGENX SE $48.85万0.00%669 -9-1.3% -$6,572 减仓
NEE NEXTERA ENERGY INC $52.48万0.00%5,650 -3,738-39.8% -$34.72万 减仓
EMR EMERSON ELEC CO $53.08万0.00%4,051 -1,963-32.6% -$25.72万 减仓
— APELLIS PHARMACEUTICALS INC $53.59万0.00%13,321 4,09444.4% $16.47万 加仓
MCHP MICROCHIP TECHNOLOGY INC $53.75万0.00%8,318 1,93730.4% $12.52万 加仓
KKR KKR & CO INC $53.95万0.00%5,832 3,615163.1% $33.44万 加仓
NRG NRG ENERGY INC $54.75万0.00%3,746 1,61375.6% $23.57万 加仓
FIX COMFORT SYS USA INC $55.82万0.00%405 -16-3.8% -$2.21万 减仓
COKE COCA COLA CONS INC $57.68万0.01%3,008 -324-9.7% -$6.21万 减仓
XLK SELECT SECTOR SPDR TR $59.21万0.01%4,455 -5,435-55.0% -$72.23万 减仓
AJG GALLAGHER ARTHUR J & CO $59.73万0.01%2,758 35814.9% $7.75万 加仓
SN SHARKNINJA INC $59.94万0.01%5,660 -916-13.9% -$9.70万 减仓
APTV APTIV PLC $60.28万0.01%10,248 2,13326.3% $12.55万 加仓
BALI BLACKROCK ETF TRUST $60.53万0.01%19,645 19,645— $60.53万 新建仓
DXCM DEXCOM INC $61.48万0.01%9,790 9,790— $61.48万 新建仓
AMGN AMGEN INC $61.66万0.01%1,752 704.2% $2.46万 加仓
XYZ BLOCK INC $62.18万0.01%10,332 10,332— $62.18万 新建仓
EQNR EQUINOR ASA $62.30万0.01%14,763 4052.8% $1.71万 加仓
ABNB AIRBNB INC $62.69万0.01%4,964 3868.4% $4.87万 加仓
PFGC PERFORMANCE FOOD GROUP CO $62.84万0.01%7,336 420.6% $3,598 加仓
GE GE AEROSPACE $63.80万0.01%2,248 853.9% $2.41万 加仓
BIDD BLACKROCK ETF TRUST $64.24万0.01%22,595 22,595— $64.24万 新建仓
RS RELIANCE INC $65.03万0.01%2,140 42524.8% $12.91万 加仓
MCD MCDONALDS CORP $65.85万0.01%2,119 -355-14.3% -$11.03万 减仓
BCS BARCLAYS PLC $66.72万0.01%31,530 -226-0.7% -$4,782 减仓
HLN HALEON PLC $67.44万0.01%67,377 -15,709-18.9% -$15.72万 减仓
EXPE EXPEDIA GROUP INC $68.37万0.01%2,961 -163-5.2% -$3.76万 减仓
DIS DISNEY WALT CO $69.31万0.01%7,192 -1,481-17.1% -$14.27万 减仓
WDS WOODSIDE ENERGY GROUP LTD $70.54万0.01%29,538 3711.3% $8,859 加仓
IWB ISHARES TR $70.63万0.01%1,981 -546-21.6% -$19.47万 减仓
GSK GSK PLC $70.73万0.01%12,815 -208-1.6% -$1.15万 减仓
GEV GE VERNOVA INC $70.80万0.01%811 27150.2% $23.66万 加仓
MSTR STRATEGY INC $72.17万0.01%5,783 5,783— $72.17万 新建仓
VST VISTRA CORP $72.17万0.01%4,801 2,32694.0% $34.97万 加仓
MT ARCELORMITTAL SA LUXEMBOURG $73.28万0.01%14,098 -568-3.9% -$2.95万 减仓
GILD GILEAD SCIENCES INC $76.49万0.01%5,488 1,20828.2% $16.84万 加仓
TS TENARIS S A $76.98万0.01%13,232 -1,616-10.9% -$9.40万 减仓
NET CLOUDFLARE INC $78.51万0.01%3,805 62619.7% $12.92万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $79.91万0.01%14,393 14,393— $79.91万 新建仓
IX ORIX CORP $80.42万0.01%26,817 660.2% $1,979 加仓
ING ING GROEP N V $80.98万0.01%31,088 -518-1.6% -$1.35万 减仓
MDT MEDTRONIC PLC $81.90万0.01%9,451 -3,621-27.7% -$31.38万 减仓
EMB ISHARES TR $82.37万0.01%8,770 -322,657-97.4% -$3,030.61万 减仓
ALL ALLSTATE CORP $84.24万0.01%4,063 -5,784-58.7% -$119.93万 减仓
CMI CUMMINS INC $85.74万0.01%1,594 21315.4% $11.46万 加仓