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
TRGP TARGA RES CORP $33.89万0.00%1,264 -172-12.0% -$4.61万 减仓
EL LAUDER ESTEE COS INC $33.92万0.00%4,297 4,297— $33.92万 新建仓
MOH MOLINA HEALTHCARE INC $34.24万0.00%1,497 1,497— $34.24万 新建仓
SECU BLACKROCK ETF TRUST II $34.36万0.00%6,892 6,892— $34.36万 新建仓
PLNT PLANET FITNESS MASTER ISSUER $34.39万0.00%6,592 6,592— $34.39万 新建仓
MNST MONSTER BEVERAGE CORP NEW $34.96万0.00%7,274 3,17877.6% $15.27万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $35.05万0.00%801 -1-0.1% -$438 减仓
DDOG DATADOG INC $35.90万0.00%1,379 -1,869-57.5% -$48.66万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $36.67万0.00%22,873 12,340117.2% $19.78万 加仓
QCOM QUALCOMM INC $36.91万0.00%1,998 -973-32.7% -$17.98万 减仓
STLD STEEL DYNAMICS INC $37.53万0.00%1,636 -508-23.7% -$11.65万 减仓
NGG NATIONAL GRID PLC $37.84万0.00%4,566 2646.1% $2.19万 加仓
HLI HOULIHAN LOKEY INC $38.37万0.00%2,861 -170-5.6% -$2.28万 减仓
SE SEA LTD $38.49万0.00%4,016 1,07736.6% $10.32万 重新持有
VB VANGUARD INDEX FDS $38.63万0.00%1,274 20.2% $606 加仓
NWG NATWEST GROUP PLC $39.39万0.00%22,344 1,1785.6% $2.08万 加仓
CHTR CHARTER COMMUNICATIONS INC $39.41万0.00%2,771 2,771— $39.41万 新建仓
COST COSTCO WHSL CORP NEW $40.18万0.00%430 -50-10.4% -$4.67万 减仓
AU ANGLOGOLD ASHANTI PLC $40.22万0.00%4,972 1,65349.8% $13.37万 加仓
IP INTERNATIONAL PAPER CO $40.85万0.00%10,722 10,722— $40.85万 新建仓
RIO RIO TINTO PLC $40.98万0.00%4,317 721.7% $6,835 加仓
UNH UNITEDHEALTH GROUP INC $41.32万0.00%994 -547-35.5% -$22.74万 减仓
VRTX VERTEX PHARMACEUTICALS INC $41.38万0.00%833 -216-20.6% -$10.73万 减仓
— LIBERTY BROADBAND CORP $41.47万0.00%12,467 12,467— $41.47万 新建仓
HD HOME DEPOT INC $42.06万0.00%1,193 -3,038-71.8% -$107.10万 减仓
STM STMICROELECTRONICS N V $42.11万0.00%5,623 -397-6.6% -$2.97万 减仓
BURL BURLINGTON STORES INC $42.29万0.00%1,335 -140-9.5% -$4.44万 减仓
PWR QUANTA SVCS INC $42.51万0.00%590 -137-18.8% -$9.87万 减仓
INTU INTUIT $43.04万0.00%1,649 -1,366-45.3% -$35.66万 重新持有
TWLO TWILIO INC $43.35万0.00%2,101 40.2% $825 加仓
GLIBK LIBERTY CAP CORP $43.40万0.00%20,130 20,130— $43.40万 新建仓
P PURE STORAGE INC $43.49万0.00%5,520 -61-1.1% -$4,806 减仓
U UNITY SOFTWARE INC $43.99万0.00%15,391 -2,086-11.9% -$5.96万 减仓
IQV IQVIA HLDGS INC $44.11万0.00%2,283 -225-9.0% -$4.35万 减仓
— LIBERTY BROADBAND CORP $44.26万0.00%13,300 13,300— $44.26万 新建仓
XPO XPO INC $44.51万0.00%2,168 -106-4.7% -$2.18万 减仓
CI THE CIGNA GROUP $44.66万0.00%1,620 59157.4% $16.29万 重新持有
DXCM DEXCOM INC $44.73万0.00%6,642 -3,148-32.2% -$21.20万 减仓
EQNR EQUINOR ASA $46.55万0.00%14,823 600.4% $1,884 加仓
CART MAPLEBEAR INC $46.93万0.00%9,912 9,912— $46.93万 新建仓
APO APOLLO GLOBAL MGMT INC $47.76万0.00%4,037 2747.3% $3.24万 加仓
XLK SELECT SECTOR SPDR TR $48.11万0.00%2,525 -1,930-43.3% -$36.77万 减仓
CL COLGATE PALMOLIVE CO $48.17万0.00%5,254 851.6% $7,793 加仓
LYV LIVE NATION ENTERTAINMENT IN $48.32万0.00%2,639 -527-16.6% -$9.65万 减仓
ATI ATI INC $49.12万0.00%2,492 2,492— $49.12万 新建仓
FUTU FUTU HLDGS LTD $49.21万0.00%5,250 1,89056.2% $17.72万 加仓
NEE NEXTERA ENERGY INC $49.32万0.00%5,619 -31-0.5% -$2,721 减仓
GNRC GENERAC HLDGS INC $49.34万0.00%1,685 1,685— $49.34万 新建仓
LUV SOUTHWEST AIRLS CO $50.81万0.00%9,882 9,882— $50.81万 新建仓
AMGN AMGEN INC $51.51万0.00%1,422 -330-18.8% -$11.95万 减仓
CRWD CROWDSTRIKE HLDGS INC $51.82万0.00%2,716 1,519126.9% $28.98万 加仓
MFG MIZUHO FINANCIAL GROUP INC $52.19万0.00%54,480 29,131114.9% $27.91万 加仓
CLOA BLACKROCK ETF TRUST II $53.18万0.00%10,244 3,54252.8% $18.39万 加仓
COKE COCA COLA CONS INC $53.23万0.00%2,788 -220-7.3% -$4.20万 减仓
NVO NOVO-NORDISK A S $53.33万0.00%11,125 3,82252.3% $18.32万 重新持有
CFG CITIZENS FINL GROUP INC $53.55万0.00%7,642 7,642— $53.55万 新建仓
WDS WOODSIDE ENERGY GROUP LTD $53.57万0.00%27,727 -1,811-6.1% -$3.50万 减仓
AS AMER SPORTS INC $53.93万0.00%15,936 15,936— $53.93万 新建仓
PPC PILGRIMS PRIDE CORP $55.54万0.00%19,759 19,759— $55.54万 新建仓
HLN HALEON PLC $55.66万0.00%59,656 -7,721-11.5% -$7.20万 减仓
VST VISTRA CORP $55.69万0.00%3,511 -1,290-26.9% -$20.46万 减仓
EMR EMERSON ELEC CO $57.24万0.00%3,998 -53-1.3% -$7,588 减仓
MSCI MSCI INC $58.91万0.00%1,052 -1,305-55.4% -$73.08万 减仓
ARGX ARGENX SE $59.10万0.00%637 -32-4.8% -$2.97万 减仓
— FIDELITY COVINGTON TRUST $59.25万0.00%21,646 11,252108.3% $30.80万 加仓
KEY KEYCORP $59.30万0.00%25,727 25,727— $59.30万 新建仓
ABNB AIRBNB INC $61.48万0.00%4,296 -668-13.5% -$9.56万 减仓
MKSI MKS INC. $62.56万0.00%1,407 -103-6.8% -$4.58万 减仓
MPT MEDICAL PROPERTIES TRUST INC $62.63万0.00%135,560 135,560— $62.63万 新建仓
SNDK SANDISK CORP $63.66万0.00%280 280— $63.66万 新建仓
EMB ISHARES TR $63.96万0.00%6,632 -2,138-24.4% -$20.62万 减仓
HSY HERSHEY CO $64.64万0.00%3,684 -1,170-24.1% -$20.53万 减仓
LDOS LEIDOS HOLDINGS INC $64.69万0.00%6,282 -1,182-15.8% -$12.17万 减仓
KNSL KINSALE CAP GROUP INC $65.01万0.00%1,971 1,236168.2% $40.76万 重新持有
GSK GSK PLC $65.04万0.00%12,407 -408-3.2% -$2.14万 减仓
FDXF FEDEX FGHT HLDG CO INC $65.61万0.00%4,345 4,345— $65.61万 新建仓
SMCI SUPER MICRO COMPUTER INC $65.90万0.00%22,470 22,470— $65.90万 新建仓
FCX FREEPORT MCMORAN INC $67.25万0.00%10,693 6,108133.2% $38.41万 加仓
GE GE AEROSPACE $67.37万0.01%1,803 -445-19.8% -$16.63万 减仓
TS TENARIS S A $67.99万0.01%12,253 -979-7.4% -$5.43万 减仓
RBRK RUBRIK INC. $68.78万0.01%8,567 1,69624.7% $13.62万 加仓
TXG 10X GENOMICS INC $69.27万0.01%18,067 -1,852-9.3% -$7.10万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $69.55万0.01%9,813 9,813— $69.55万 新建仓
BALI BLACKROCK ETF TRUST $69.84万0.01%20,643 9985.1% $3.38万 加仓
FIX COMFORT SYS USA INC $69.91万0.01%353 -52-12.8% -$10.30万 减仓
ALAB ASTERA LABS INC $70.52万0.01%1,460 -397-21.4% -$19.18万 减仓
CAT CATERPILLAR INC $72.51万0.01%681 32892.9% $34.92万 加仓
ALLE ALLEGION PLC $74.10万0.01%5,274 -890-14.4% -$12.50万 减仓
PFGC PERFORMANCE FOOD GROUP CO $75.08万0.01%6,716 -620-8.5% -$6.93万 减仓
SHOP SHOPIFY INC $76.26万0.01%6,679 -7,098-51.5% -$81.04万 减仓
TSCO TRACTOR SUPPLY CO $76.31万0.01%24,142 24,142— $76.31万 新建仓
SSD SIMPSON MFG INC $77.38万0.01%3,696 3,696— $77.38万 新建仓
EXPE EXPEDIA GROUP INC $77.67万0.01%3,035 742.5% $1.89万 加仓
ICE INTERCONTINENTAL EXCHANGE INC $79.60万0.01%6,465 -1,503-18.9% -$18.50万 减仓
NET CLOUDFLARE INC $79.89万0.01%3,257 -548-14.4% -$13.44万 减仓
BCS BARCLAYS PLC $80.72万0.01%30,050 -1,480-4.7% -$3.98万 减仓
AN AUTONATION INC $80.93万0.01%4,356 -936-17.7% -$17.39万 减仓
MT ARCELORMITTAL SA LUXEMBOURG $82.09万0.01%13,631 -467-3.3% -$2.81万 减仓
NMR NOMURA HLDGS INC $82.35万0.01%93,798 55,288143.6% $48.54万 加仓
NOW SERVICENOW INC $82.51万0.01%8,311 -769-8.5% -$7.63万 减仓