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
BAX BAXTER INTL INC $82.71万0.01%38,796 38,796— $82.71万 新建仓
ROST ROSS STORES INC $83.07万0.01%3,903 -231-5.6% -$4.92万 减仓
BIDD BLACKROCK ETF TRUST $84.83万0.01%28,259 5,66425.1% $17.00万 加仓
GEV GE VERNOVA INC $86.02万0.01%732 -79-9.7% -$9.28万 减仓
SYY SYSCO CORP $87.31万0.01%10,447 -4,173-28.5% -$34.88万 减仓
NRG NRG ENERGY INC $90.63万0.01%6,205 2,45965.6% $35.92万 加仓
SYK STRYKER CORPORATION $90.78万0.01%2,883 -1,652-36.4% -$52.02万 减仓
ABT ABBOTT LABS $92.52万0.01%10,197 -3,842-27.4% -$34.86万 减仓
ING ING GROEP N.V. $93.05万0.01%29,654 -1,434-4.6% -$4.50万 减仓
BP BP PLC $95.69万0.01%25,897 1,0384.2% $3.84万 加仓
XYZ BLOCK INC $95.76万0.01%12,600 2,26822.0% $17.24万 加仓
IGSB ISHARES TR $96.49万0.01%18,411 -10,401-36.1% -$54.51万 减仓
HYDB ISHARES TR $97.24万0.01%20,790 10,31498.5% $48.24万 加仓
PGR PROGRESSIVE CORP $98.83万0.01%4,524 4,524— $98.83万 新建仓
GILD GILEAD SCIENCES INC $100.01万0.01%7,916 2,42844.2% $30.67万 加仓
USHY ISHARES TR $100.88万0.01%27,249 -2,669-8.9% -$9.88万 减仓
HUBB HUBBELL INC $105.28万0.01%2,012 -430-17.6% -$22.50万 减仓
JNJ JOHNSON & JOHNSON $106.33万0.01%4,187 -267-6.0% -$6.78万 减仓
IONS IONIS PHARMACEUTICALS INC $108.32万0.01%13,661 -419-3.0% -$3.32万 减仓
TMUS T-MOBILE US INC $108.48万0.01%6,468 310.5% $5,199 加仓
E ENI S P A $110.31万0.01%23,541 -1,488-5.9% -$6.97万 减仓
ANET ARISTA NETWORKS INC $111.48万0.01%6,562 -590-8.2% -$10.02万 减仓
IX ORIX CORP $111.73万0.01%29,371 2,5549.5% $9.72万 加仓
PLTR PALANTIR TECHNOLOGIES INC $113.04万0.01%9,689 -6,862-41.5% -$80.06万 减仓
HONA HONEYWELL AEROSPACE INC $114.41万0.01%5,175 5,175— $114.41万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $114.63万0.01%18,651 4,25829.6% $26.17万 加仓
RS RELIANCE INC $114.85万0.01%3,074 93443.6% $34.89万 加仓
MCHP MICROCHIP TECHNOLOGY INC $115.13万0.01%12,624 4,30651.8% $39.27万 加仓
HON HONEYWELL INTL INC $115.87万0.01%5,175 -6,185-54.4% -$138.48万 减仓
WM WASTE MGMT INC DEL $117.15万0.01%5,256 -256-4.6% -$5.71万 减仓
BHP BHP GROUP LTD $119.30万0.01%14,320 1210.9% $1.01万 加仓
APP APPLOVIN CORP $119.58万0.01%2,321 -494-17.5% -$25.45万 减仓
LYG LLOYDS BANKING GROUP PLC $124.97万0.01%214,363 -19,492-8.3% -$11.36万 减仓
DIS DISNEY WALT CO $125.42万0.01%13,030 5,83881.2% $56.19万 加仓
CPAY CORPAY INC $132.11万0.01%3,964 -62-1.5% -$2.07万 减仓
NFLX NETFLIX INC $132.98万0.01%18,624 -4,802-20.5% -$34.29万 减仓
BKNG BOOKING HOLDINGS INC $133.23万0.01%7,475 -161,525-95.6% -$2,878.86万 减仓
RLI RLI CORP $133.36万0.01%22,577 22,577— $133.36万 新建仓
MRK MERCK & CO INC $133.53万0.01%10,391 -136-1.3% -$1.75万 减仓
BTI BRITISH AMERN TOB PLC $134.87万0.01%21,838 880.4% $5,435 加仓
AJG GALLAGHER ARTHUR J & CO $135.20万0.01%5,889 3,131113.5% $71.88万 加仓
CASY CASEYS GEN STORES INC $136.47万0.01%1,717 -61-3.4% -$4.85万 减仓
IGRO ISHARES TR $137.30万0.01%15,615 4,85745.1% $42.71万 加仓
SN SHARKNINJA INC $140.71万0.01%9,241 3,58163.3% $54.53万 加仓
SMFG SUMITOMO MITSUI FINL GROUP I $140.73万0.01%59,684 42,206241.5% $99.52万 加仓
AON AON PLC $141.36万0.01%4,262 2787.0% $9.22万 加仓
CNQ CANADIAN NAT RES LTD MED TER $144.74万0.01%36,642 2660.7% $1.05万 加仓
VGSH VANGUARD SCOTTSDALE FDS $145.16万0.01%24,942 9934.1% $5.78万 加仓
J JACOBS SOLUTIONS INC $145.37万0.01%11,537 -1,256-9.8% -$15.83万 减仓
BRO BROWN & BROWN INC $145.93万0.01%22,749 22,749— $145.93万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $147.35万0.01%58,801 9,18218.5% $23.01万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $149.14万0.01%74,982 14,95324.9% $29.74万 加仓
VRT VERTIV HOLDINGS CO $149.69万0.01%4,471 -215-4.6% -$7.20万 减仓
SCHW SCHWAB CHARLES CORP $149.71万0.01%16,225 -3,530-17.9% -$32.57万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $152.36万0.01%7,034 -1,033-12.8% -$22.38万 减仓
LINE LINEAGE INC $152.46万0.01%35,252 35,252— $152.46万 新建仓
TTE TOTALENERGIES SE $152.55万0.01%19,618 -2,034-9.4% -$15.82万 减仓
PPL PPL CORP $153.57万0.01%42,247 -15,572-26.9% -$56.60万 减仓
IXC ISHARES TR $154.03万0.01%31,352 31,352— $154.03万 新建仓
BRBR BELLRING BRANDS INC $157.47万0.01%121,693 121,693— $157.47万 新建仓
AZO AUTOZONE INC $157.72万0.01%493 -166-25.2% -$53.11万 减仓
NSC NORFOLK SOUTHN CORP $168.26万0.01%5,349 -436-7.5% -$13.72万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $174.12万0.01%30,829 8,24536.5% $46.57万 加仓
ETR ENTERGY CORP NEW $179.39万0.01%15,618 -958-5.8% -$11.00万 减仓
ALL ALLSTATE CORP $181.51万0.01%7,629 3,56687.8% $84.84万 加仓
NVS NOVARTIS AG $183.29万0.01%11,695 -420-3.5% -$6.58万 减仓
LPLA LPL FINL HLDGS INC $185.85万0.01%6,598 -1,550-19.0% -$43.66万 减仓
BUD ANHEUSER BUSCH INBEV SA/NV $188.51万0.01%22,878 -269-1.2% -$2.22万 减仓
CHRW C H ROBINSON WORLDWIDE INC $189.70万0.01%10,072 -550-5.2% -$10.36万 减仓
IGEB ISHARES TR $191.39万0.01%42,428 1,8354.5% $8.28万 加仓
APH AMPHENOL CORP NEW $194.53万0.01%11,033 -790-6.7% -$13.93万 减仓
SLB SLB LIMITED $198.31万0.01%42,656 12,76042.7% $59.32万 加仓
UAL UNITED AIRLS HLDGS INC $202.42万0.02%14,885 1,38610.3% $18.85万 加仓
SHEL SHELL PLC $205.15万0.02%26,458 -1,876-6.6% -$14.55万 减仓
COP CONOCOPHILLIPS $206.38万0.02%19,852 2,62515.2% $27.29万 加仓
DGX QUEST DIAGNOSTICS INC $207.41万0.02%9,786 -289-2.9% -$6.13万 减仓
NXPI NXP SEMICONDUCTORS N V $208.36万0.02%7,414 67910.1% $19.08万 加仓
LHX L3HARRIS TECHNOLOGIES INC $211.07万0.02%7,263 -15-0.2% -$4,359 减仓
CNP CENTERPOINT ENERGY INC $214.20万0.02%48,638 -2,323-4.6% -$10.23万 减仓
HSBC HSBC HLDGS PLC $218.83万0.02%23,013 1,1885.4% $11.30万 加仓
LRCX LAM RESEARCH CORP $221.30万0.02%5,107 -625-10.9% -$27.08万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $224.07万0.02%22,392 6,42240.2% $64.26万 加仓
UBER UBER TECHNOLOGIES INC $224.84万0.02%31,159 -14,386-31.6% -$103.81万 减仓
WAB WABTEC $226.65万0.02%8,407 -501-5.6% -$13.51万 减仓
FE FIRSTENERGY CORP $227.73万0.02%47,903 -5,622-10.5% -$26.73万 减仓
ORCL ORACLE CORP $231.20万0.02%15,776 -4,555-22.4% -$66.75万 减仓
FANG DIAMONDBACK ENERGY INC $233.70万0.02%13,295 1,41211.9% $24.82万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $243.61万0.02%6,959 -632-8.3% -$22.12万 减仓
COF CAPITAL ONE FINL CORP $254.26万0.02%12,674 2932.4% $5.88万 加仓
SAN BANCO SANTANDER SA $254.34万0.02%184,305 14,9828.8% $20.68万 加仓
KO COCA COLA CO $264.99万0.02%32,606 2,8959.7% $23.53万 加仓
WFC WELLS FARGO & CO $265.29万0.02%32,101 -6,418-16.7% -$53.04万 减仓
GD GENERAL DYNAMICS CORP $277.58万0.02%7,836 -583-6.9% -$20.65万 减仓
FDX FEDEX CORP $278.05万0.02%8,880 3,21856.8% $100.76万 加仓
CMI CUMMINS INC $286.92万0.02%4,023 2,429152.4% $173.24万 加仓
IBIT ISHARES BITCOIN TRUST ETF $287.01万0.02%86,215 -48,451-36.0% -$161.29万 减仓
CVE CENOVUS ENERGY INC $289.18万0.02%116,558 7,2056.6% $17.88万 加仓
COR CENCORA INC $291.14万0.02%10,289 -3,049-22.9% -$86.28万 减仓
GS GOLDMAN SACHS GROUP INC $294.44万0.02%2,911 -15-0.5% -$1.52万 减仓
MRVL MARVELL TECHNOLOGY INC $301.25万0.02%10,113 -1,763-14.8% -$52.52万 减仓