Dynasty Wealth Management, LLC
ST. PETERSBURG FL · SEC CIK 0001727599
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | $322.79万 | 0.02% | 16,155 | 457 | 2.9% | $9.13万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $323.31万 | 0.02% | 182,350 | 27,054 | 17.4% | $47.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $331.94万 | 0.02% | 9,814 | -200 | -2.0% | -$6.76万 | 减仓 |
| SHLD | GLOBAL X FDS | $338.70万 | 0.03% | 56,725 | -54,535 | -49.0% | -$325.63万 | 减仓 |
| ABLD | ABACUS FCF ETF TR | $346.14万 | 0.03% | 115,019 | -2,251,092 | -95.1% | -$6,774.45万 | 减仓 |
| MCK | MCKESSON CORP | $348.36万 | 0.03% | 4,610 | -69 | -1.5% | -$5.21万 | 减仓 |
| CRH | CRH PLC | $352.20万 | 0.03% | 32,916 | -1,077 | -3.2% | -$11.52万 | 减仓 |
| MS | MORGAN STANLEY | $356.58万 | 0.03% | 17,058 | -499 | -2.8% | -$10.43万 | 减仓 |
| LLY | ELI LILLY & CO | $388.58万 | 0.03% | 3,240 | 224 | 7.4% | $26.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $395.46万 | 0.03% | 66,253 | 6,007 | 10.0% | $35.86万 | 加仓 |
| AZN | ASTRAZENECA PLC | $397.94万 | 0.03% | 20,986 | -1,708 | -7.5% | -$32.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $401.18万 | 0.03% | 15,691 | -638 | -3.9% | -$16.31万 | 减仓 |
| URI | UNITED RENTALS INC | $410.25万 | 0.03% | 3,621 | -107 | -2.9% | -$12.12万 | 减仓 |
| V | VISA INC | $443.18万 | 0.03% | 12,917 | 93 | 0.7% | $3.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $446.70万 | 0.03% | 8,698 | -525 | -5.7% | -$26.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $454.20万 | 0.03% | 12,274 | -70 | -0.6% | -$2.59万 | 减仓 |
| NEM | NEWMONT CORP | $460.93万 | 0.03% | 49,350 | -1,902 | -3.7% | -$17.76万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $465.48万 | 0.03% | 181,260 | 10,925 | 6.4% | $28.06万 | 加仓 |
| SYSB | ISHARES TR | $467.93万 | 0.03% | 52,745 | 5,663 | 12.0% | $50.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $491.18万 | 0.04% | 27,151 | 1,480 | 5.8% | $26.77万 | 加仓 |
| KLAC | KLA CORP | $503.04万 | 0.04% | 16,673 | -1,167 | -6.5% | -$35.21万 | 减仓 |
| USFD | US FOODS HLDG CORP | $507.35万 | 0.04% | 49,619 | 2,551 | 5.4% | $26.08万 | 加仓 |
| ABBV | ABBVIE INC | $507.73万 | 0.04% | 20,177 | -1,088 | -5.1% | -$27.38万 | 减仓 |
| KGC | KINROSS GOLD CORP | $514.30万 | 0.04% | 217,738 | -9,367 | -4.1% | -$22.12万 | 减仓 |
| ASML | ASML HOLDING N V | $517.19万 | 0.04% | 2,600 | -472 | -15.4% | -$93.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $534.20万 | 0.04% | 9,196 | -1,132 | -11.0% | -$65.76万 | 减仓 |
| — | ABACUS FCF ETF TR | $592.28万 | 0.04% | 180,629 | -43,085 | -19.3% | -$141.28万 | 减仓 |
| TSLA | TESLA INC | $626.44万 | 0.05% | 14,894 | -2,616 | -14.9% | -$110.03万 | 减仓 |
| META | META PLATFORMS INC | $640.82万 | 0.05% | 11,376 | -260 | -2.2% | -$14.65万 | 减仓 |
| FLEX | FLEX LTD | $659.56万 | 0.05% | 40,696 | -2,914 | -6.7% | -$47.23万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $668.73万 | 0.05% | 15,499 | 25 | 0.2% | $1.08万 | 加仓 |
| — | MATTHEWS ASIA FDS | $691.40万 | 0.05% | 152,753 | -62,781 | -29.1% | -$284.16万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $712.81万 | 0.05% | 317,510 | 14,332 | 4.7% | $32.18万 | 加仓 |
| EUSA | ISHARES INC | $804.16万 | 0.06% | 70,423 | 31,159 | 79.4% | $355.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $855.35万 | 0.06% | 11,831 | -206 | -1.7% | -$14.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $950.80万 | 0.07% | 29,047 | -644 | -2.2% | -$21.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $954.80万 | 0.07% | 25,596 | -15,169 | -37.2% | -$565.84万 | 减仓 |
| GOOG | ALPHABET INC | $988.37万 | 0.07% | 27,973 | -2,614 | -8.5% | -$92.36万 | 减仓 |
| AVGO | BROADCOM INC | $1,083.72万 | 0.08% | 28,689 | -2,155 | -7.0% | -$81.40万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $1,311.33万 | 0.10% | 260,289 | 38,386 | 17.3% | $193.39万 | 加仓 |
| EFG | ISHARES TR | $1,320.85万 | 0.10% | 106,161 | -753 | -0.7% | -$9.37万 | 减仓 |
| AMZN | AMAZON COM INC | $1,394.55万 | 0.10% | 58,511 | -3,037 | -4.9% | -$72.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,489.21万 | 0.11% | 209,011 | 26,941 | 14.8% | $191.95万 | 加仓 |
| TFI | SPDR SERIES TRUST | $1,535.29万 | 0.11% | 335,216 | 49,039 | 17.1% | $224.60万 | 加仓 |
| IEF | ISHARES TR | $1,592.57万 | 0.12% | 168,401 | 87,309 | 107.7% | $825.68万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,689.47万 | 0.13% | 225,564 | -94,389 | -29.5% | -$706.97万 | 减仓 |
| GOOGL | ALPHABET INC | $1,775.29万 | 0.13% | 49,676 | -7,484 | -13.1% | -$267.46万 | 减仓 |
| IXUS | ISHARES TR | $1,810.19万 | 0.13% | 189,668 | 12,736 | 7.2% | $121.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,825.35万 | 0.14% | 15,814 | -1,097 | -6.5% | -$126.62万 | 减仓 |
| USMV | ISHARES TR | $1,925.90万 | 0.14% | 199,658 | -12,801 | -6.0% | -$123.48万 | 减仓 |
| AAPL | APPLE INC | $2,279.97万 | 0.17% | 78,794 | -7,905 | -9.1% | -$228.74万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,305.79万 | 0.17% | 452,116 | 83,341 | 22.6% | $425.04万 | 加仓 |
| MUNI | PIMCO ETF TR | $2,875.58万 | 0.21% | 546,689 | -45,501 | -7.7% | -$239.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,900.41万 | 0.22% | 144,955 | -18,631 | -11.4% | -$372.79万 | 减仓 |
| QUAL | ISHARES TR | $3,231.45万 | 0.24% | 147,265 | -6,068 | -4.0% | -$133.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,783.03万 | 0.28% | 177,799 | 757 | 0.4% | $16.11万 | 加仓 |
| EFA | ISHARES TR | $3,827.05万 | 0.28% | 368,411 | 13,431 | 3.8% | $139.52万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $4,039.73万 | 0.30% | 755,090 | 77,994 | 11.5% | $417.27万 | 加仓 |
| IVW | ISHARES TR | $5,036.28万 | 0.37% | 366,195 | 4,960 | 1.4% | $68.21万 | 加仓 |
| TIP | ISHARES TR | $5,514.73万 | 0.41% | 503,950 | 18,785 | 3.9% | $205.56万 | 加仓 |
| MUB | ISHARES TR | $5,569.87万 | 0.41% | 517,550 | -8,875 | -1.7% | -$95.51万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $5,807.34万 | 0.43% | 1,146,449 | 349,188 | 43.8% | $1,768.81万 | 加仓 |
| STIP | ISHARES TR | $6,787.58万 | 0.50% | 664,407 | 14,311 | 2.2% | $146.20万 | 加仓 |
| IYW | ISHARES TR | $7,589.10万 | 0.56% | 300,880 | -51,876 | -14.7% | -$1,308.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $7,654.06万 | 0.57% | 1,013,648 | 1,882 | 0.2% | $14.21万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $7,663.30万 | 0.57% | 102,619 | 1,186 | 1.2% | $88.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $7,675.16万 | 0.57% | 1,431,665 | 26,020 | 1.9% | $139.49万 | 加仓 |
| ITA | ISHARES TR | $8,447.92万 | 0.63% | 348,483 | 35,308 | 11.3% | $855.94万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $8,721.86万 | 0.65% | 1,806,141 | -4,471 | -0.2% | -$21.59万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $9,510.31万 | 0.71% | 3,921,776 | 631,525 | 19.2% | $1,531.45万 | 加仓 |
| DGRO | ISHARES TR | $1.01亿 | 0.75% | 1,329,183 | 47,908 | 3.7% | $363.09万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.14亿 | 0.85% | 1,888,109 | 163,544 | 9.5% | $986.01万 | 加仓 |
| IJH | ISHARES TR | $1.14亿 | 0.85% | 1,479,137 | 8,643 | 0.6% | $66.65万 | 加仓 |
| EMGF | ISHARES INC | $1.17亿 | 0.87% | 1,597,684 | 8,271 | 0.5% | $60.59万 | 加仓 |
| GLD | SPDR GOLD TR | $1.20亿 | 0.90% | 327,060 | 39,590 | 13.8% | $1,458.42万 | 加仓 |
| IYK | ISHARES TR | $1.26亿 | 0.94% | 1,740,483 | -388,343 | -18.2% | -$2,821.70万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.33亿 | 0.98% | 1,606,508 | 150,580 | 10.3% | $1,242.13万 | 加仓 |
| IYG | ISHARES TR | $1.40亿 | 1.04% | 1,545,194 | -633,877 | -29.1% | -$5,734.69万 | 减仓 |
| IEI | ISHARES TR | $1.48亿 | 1.10% | 1,257,130 | 172,090 | 15.9% | $2,021.20万 | 加仓 |
| HEFA | ISHARES TR | $1.67亿 | 1.24% | 3,562,756 | 89,529 | 2.6% | $420.11万 | 加仓 |
| MBB | ISHARES TR | $1.73亿 | 1.29% | 1,833,567 | 73,230 | 4.2% | $692.17万 | 加仓 |
| IWD | ISHARES TR | $1.76亿 | 1.31% | 725,606 | 67,235 | 10.2% | $1,629.98万 | 加仓 |
| GOVT | ISHARES TR | $1.81亿 | 1.34% | 7,932,000 | 1,302,657 | 19.6% | $2,967.45万 | 加仓 |
| TLH | ISHARES TR | $2.06亿 | 1.53% | 2,050,071 | 215,080 | 11.7% | $2,158.33万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2.36亿 | 1.75% | 5,018,565 | 577,817 | 13.0% | $2,712.27万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $2.44亿 | 1.82% | 4,858,060 | 831,088 | 20.6% | $4,182.45万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.48亿 | 1.84% | 4,083,530 | 111,546 | 2.8% | $678.09万 | 加仓 |
| IEMG | ISHARES INC | $2.62亿 | 1.95% | 3,168,542 | 572,243 | 22.0% | $4,740.46万 | 加仓 |
| AGG | ISHARES TR | $2.87亿 | 2.13% | 2,900,060 | 159,962 | 5.8% | $1,583.30万 | 加仓 |
| IWB | ISHARES TR | $3.43亿 | 2.55% | 838,203 | 836,222 | 42,212.1% | $3.42亿 | 加仓 |
| EFV | ISHARES TR | $3.60亿 | 2.67% | 4,699,261 | 1,177,014 | 33.4% | $9,010.04万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $3.64亿 | 2.71% | 4,245,193 | 45,726 | 1.1% | $392.60万 | 加仓 |
| IWF | ISHARES TR | $3.67亿 | 2.73% | 2,955,926 | -8,745,870 | -74.7% | -$10.86亿 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $4.38亿 | 3.26% | 7,054,864 | -131,540 | -1.8% | -$816.99万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $4.51亿 | 3.35% | 8,625,402 | 367,321 | 4.4% | $1,918.52万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4.54亿 | 3.37% | 3,811,664 | -5,011 | -0.1% | -$59.63万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4.99亿 | 3.71% | 10,970,047 | 759,498 | 7.4% | $3,454.96万 | 加仓 |
| IEFA | ISHARES TR | $6.11亿 | 4.54% | 6,325,648 | 388,848 | 6.5% | $3,755.49万 | 加仓 |
| PWRD | TCW ETF TRUST | $6.79亿 | 5.05% | 5,522,892 | -1,047,421 | -15.9% | -$1.29亿 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $6.87亿 | 5.10% | 13,122,011 | 1,096,348 | 9.1% | $5,738.29万 | 加仓 |