Dynasty Wealth Management, LLC
ST. PETERSBURG FL · SEC CIK 0001727599
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7.80亿 | 6.78% | 1,193,426 | 132,413 | 12.5% | $8,649.35万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $6.48亿 | 5.63% | 19,651,117 | 7,711,113 | 64.6% | $2.54亿 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $6.44亿 | 5.60% | 11,061,727 | 1,532,184 | 16.1% | $8,914.25万 | 加仓 |
| PWRD | TCW ETF TRUST | $6.42亿 | 5.59% | 6,570,313 | 1,267,197 | 23.9% | $1.24亿 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $6.24亿 | 5.43% | 12,025,663 | 3,032,945 | 33.7% | $1.58亿 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $5.88亿 | 5.12% | 8,197,776 | 3,421,308 | 71.6% | $2.45亿 | 加仓 |
| IEFA | ISHARES TR | $5.37亿 | 4.67% | 5,936,800 | 754,249 | 14.6% | $6,828.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4.66亿 | 4.05% | 10,210,549 | 1,560,151 | 18.0% | $7,117.41万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.74亿 | 3.25% | 3,816,675 | -19,280 | -0.5% | -$188.77万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $3.62亿 | 3.15% | 8,258,081 | 8,258,081 | — | $3.62亿 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3.60亿 | 3.13% | 7,186,404 | -255,805 | -3.4% | -$1,282.09万 | 减仓 |
| IWF | ISHARES TR | $3.12亿 | 2.71% | 2,925,449 | 2,267,871 | 344.9% | $2.42亿 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $2.99亿 | 2.60% | 4,199,467 | -4,020,237 | -48.9% | -$2.86亿 | 减仓 |
| AGG | ISHARES TR | $2.72亿 | 2.37% | 2,740,098 | -167,511 | -5.8% | -$1,662.88万 | 减仓 |
| EFV | ISHARES TR | $2.62亿 | 2.28% | 3,522,247 | 2,638,485 | 298.6% | $1.96亿 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.25亿 | 1.95% | 3,971,984 | 351,541 | 9.7% | $1,989.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2.09亿 | 1.82% | 4,440,748 | 715,921 | 19.2% | $3,370.56万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $2.02亿 | 1.76% | 4,026,972 | 2,848,418 | 241.7% | $1.43亿 | 加仓 |
| TLH | ISHARES TR | $1.85亿 | 1.61% | 1,834,991 | 606,584 | 49.4% | $6,109.51万 | 加仓 |
| IEMG | ISHARES INC | $1.81亿 | 1.58% | 2,596,299 | -4,143,961 | -61.5% | -$2.89亿 | 减仓 |
| IYG | ISHARES TR | $1.81亿 | 1.57% | 2,179,071 | 1,646,991 | 309.5% | $1.36亿 | 加仓 |
| MBB | ISHARES TR | $1.67亿 | 1.45% | 1,760,337 | 303,261 | 20.8% | $2,879.46万 | 加仓 |
| GOVT | ISHARES TR | $1.52亿 | 1.32% | 6,629,343 | 6,161,410 | 1,316.7% | $1.41亿 | 加仓 |
| IYK | ISHARES TR | $1.49亿 | 1.30% | 2,128,826 | 2,128,826 | — | $1.49亿 | 新建仓 |
| HEFA | ISHARES TR | $1.48亿 | 1.28% | 3,473,227 | -80,635 | -2.3% | -$342.66万 | 减仓 |
| IWD | ISHARES TR | $1.41亿 | 1.22% | 658,371 | 262,534 | 66.3% | $5,609.57万 | 加仓 |
| IEI | ISHARES TR | $1.29亿 | 1.12% | 1,085,040 | -85,457 | -7.3% | -$1,013.52万 | 减仓 |
| GLD | SPDR GOLD TR | $1.24亿 | 1.08% | 287,470 | 14,148 | 5.2% | $608.77万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.10亿 | 0.96% | 1,455,928 | -160,609 | -9.9% | -$1,216.45万 | 减仓 |
| IJH | ISHARES TR | $9,930.25万 | 0.86% | 1,470,494 | 1,177,199 | 401.4% | $7,949.63万 | 加仓 |
| EMGF | ISHARES INC | $9,604.82万 | 0.84% | 1,589,413 | 276,646 | 21.1% | $1,671.77万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $9,526.50万 | 0.83% | 1,724,565 | 942,923 | 120.6% | $5,208.71万 | 加仓 |
| DGRO | ISHARES TR | $8,991.99万 | 0.78% | 1,281,275 | 1,272,895 | 15,189.7% | $8,933.18万 | 加仓 |
| IAU | ISHARES GOLD TR | $8,919.73万 | 0.78% | 1,011,766 | -175,798 | -14.8% | -$1,549.84万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $7,866.99万 | 0.68% | 3,290,251 | 1,545,451 | 88.6% | $3,695.17万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $7,389.11万 | 0.64% | 2,366,111 | 2,366,111 | — | $7,389.11万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $6,939.67万 | 0.60% | 1,405,645 | -323,101 | -18.7% | -$1,595.15万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $6,880.32万 | 0.60% | 1,810,612 | 29,623 | 1.7% | $112.57万 | 加仓 |
| ITA | ISHARES TR | $6,850.71万 | 0.60% | 313,175 | 90,896 | 40.9% | $1,988.35万 | 加仓 |
| STIP | ISHARES TR | $6,723.94万 | 0.58% | 650,096 | -444,159 | -40.6% | -$4,593.94万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $6,596.56万 | 0.57% | 101,433 | -1,498 | -1.5% | -$97.42万 | 减仓 |
| IYW | ISHARES TR | $6,399.70万 | 0.56% | 352,756 | -633,384 | -64.2% | -$1.15亿 | 减仓 |
| MUB | ISHARES TR | $5,588.00万 | 0.49% | 526,425 | 81,251 | 18.3% | $862.48万 | 加仓 |
| TIP | ISHARES TR | $5,354.28万 | 0.47% | 485,165 | 20,861 | 4.5% | $230.22万 | 加仓 |
| IVW | ISHARES TR | $4,085.93万 | 0.36% | 361,235 | 26,554 | 7.9% | $300.35万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $3,985.51万 | 0.35% | 797,261 | 392,171 | 96.8% | $1,960.46万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,640.74万 | 0.32% | 677,096 | 203,581 | 43.0% | $1,094.65万 | 加仓 |
| EFA | ISHARES TR | $3,447.93万 | 0.30% | 354,980 | 42,830 | 13.7% | $416.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,397.79万 | 0.30% | 177,042 | -103,532 | -36.9% | -$1,986.98万 | 减仓 |
| MUNI | PIMCO ETF TR | $3,090.64万 | 0.27% | 592,190 | -35,289 | -5.6% | -$184.17万 | 减仓 |
| QUAL | ISHARES TR | $2,941.08万 | 0.26% | 153,333 | -14,577 | -8.7% | -$279.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,852.94万 | 0.25% | 163,586 | 7,596 | 4.9% | $132.47万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,846.18万 | 0.25% | 6,760 | 6,317 | 1,426.0% | $2,659.66万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,340.14万 | 0.20% | 319,953 | -104,307 | -24.6% | -$762.90万 | 减仓 |
| AAPL | APPLE INC | $2,200.34万 | 0.19% | 86,699 | -453 | -0.5% | -$11.50万 | 减仓 |
| USMV | ISHARES TR | $1,970.35万 | 0.17% | 212,459 | -681,132 | -76.2% | -$6,316.83万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,880.01万 | 0.16% | 368,775 | 134,779 | 57.6% | $687.10万 | 加仓 |
| GOOGL | ALPHABET INC | $1,643.69万 | 0.14% | 57,160 | -240 | -0.4% | -$6.90万 | 减仓 |
| IXUS | ISHARES TR | $1,532.94万 | 0.13% | 176,932 | 66,736 | 60.6% | $578.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,509.01万 | 0.13% | 40,765 | -6,222 | -13.2% | -$230.32万 | 减仓 |
| TFI | SPDR SERIES TRUST | $1,297.53万 | 0.11% | 286,177 | 84,580 | 42.0% | $383.49万 | 加仓 |
| AMZN | AMAZON COM INC | $1,281.86万 | 0.11% | 61,548 | -2,585 | -4.0% | -$53.84万 | 减仓 |
| EFG | ISHARES TR | $1,190.71万 | 0.10% | 106,914 | -327,335 | -75.4% | -$3,645.55万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,166.71万 | 0.10% | 182,070 | -44,691 | -19.7% | -$286.38万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $1,117.06万 | 0.10% | 221,903 | 41,788 | 23.2% | $210.36万 | 加仓 |
| AVGO | BROADCOM INC | $954.65万 | 0.08% | 30,844 | 42 | 0.1% | $1.30万 | 加仓 |
| GOOG | ALPHABET INC | $877.42万 | 0.08% | 30,587 | 1,971 | 6.9% | $56.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $873.39万 | 0.08% | 29,691 | -1,694 | -5.4% | -$49.83万 | 减仓 |
| — | MATTHEWS ASIA FDS | $800.54万 | 0.07% | 215,534 | 8,476 | 4.1% | $31.48万 | 加仓 |
| SHLD | GLOBAL X FDS | $788.17万 | 0.07% | 111,260 | 7,003 | 6.7% | $49.61万 | 加仓 |
| IEF | ISHARES TR | $773.94万 | 0.07% | 81,092 | 12,287 | 17.9% | $117.27万 | 加仓 |
| KGC | KINROSS GOLD CORP | $693.12万 | 0.06% | 227,105 | -8,784 | -3.7% | -$26.81万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $667.60万 | 0.06% | 303,178 | 27,717 | 10.1% | $61.03万 | 加仓 |
| META | META PLATFORMS INC | $665.74万 | 0.06% | 11,636 | 248 | 2.2% | $14.19万 | 加仓 |
| — | ABACUS FCF ETF TR | $660.18万 | 0.06% | 223,714 | -60,776 | -21.4% | -$179.35万 | 减仓 |
| TSLA | TESLA INC | $650.93万 | 0.06% | 17,510 | -39 | -0.2% | -$1.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $571.33万 | 0.05% | 16,911 | -190 | -1.1% | -$6.42万 | 减仓 |
| NEM | NEWMONT CORP | $554.80万 | 0.05% | 51,252 | -102 | -0.2% | -$1.10万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $517.39万 | 0.05% | 134,666 | 134,666 | — | $517.39万 | 新建仓 |
| ABBV | ABBVIE INC | $462.50万 | 0.04% | 21,265 | -952 | -4.3% | -$20.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $460.84万 | 0.04% | 9,223 | -702 | -7.1% | -$35.08万 | 减仓 |
| AZN | ASTRAZENECA PLC | $447.58万 | 0.04% | 22,694 | 22,694 | — | $447.58万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $434.01万 | 0.04% | 47,068 | -1,325 | -2.7% | -$12.22万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $430.86万 | 0.04% | 170,335 | -4,821 | -2.8% | -$12.19万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $424.44万 | 0.04% | 25,671 | 1,555 | 6.4% | $25.71万 | 加仓 |
| SYSB | ISHARES TR | $419.03万 | 0.04% | 47,082 | 47,082 | — | $419.03万 | 新建仓 |
| COR | CENCORA INC | $419.01万 | 0.04% | 13,338 | -403 | -2.9% | -$12.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $411.41万 | 0.04% | 12,037 | 150 | 1.3% | $5.13万 | 加仓 |
| ASML | ASML HOLDING N V | $405.71万 | 0.04% | 3,072 | 278 | 9.9% | $36.71万 | 加仓 |
| MCK | MCKESSON CORP | $404.91万 | 0.04% | 4,679 | -107 | -2.2% | -$9.26万 | 减仓 |
| EUSA | ISHARES INC | $399.59万 | 0.03% | 39,264 | 19,953 | 103.3% | $203.06万 | 加仓 |
| MPC | MARATHON PETE CORP | $398.73万 | 0.03% | 16,329 | -1,539 | -8.6% | -$37.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $396.01万 | 0.03% | 12,344 | -4,933 | -28.6% | -$158.26万 | 减仓 |
| V | VISA INC | $387.59万 | 0.03% | 12,824 | -246 | -1.9% | -$7.44万 | 减仓 |
| CRH | CRH PLC | $357.33万 | 0.03% | 33,993 | -2,385 | -6.6% | -$25.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $327.61万 | 0.03% | 45,545 | -8,156 | -15.2% | -$58.67万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $325.63万 | 0.03% | 60,246 | 870 | 1.5% | $4.70万 | 加仓 |
| WFC | WELLS FARGO & CO | $306.65万 | 0.03% | 38,519 | -204 | -0.5% | -$1.62万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $302.91万 | 0.03% | 10,014 | -594 | -5.6% | -$17.97万 | 减仓 |
| ORCL | ORACLE CORP | $299.09万 | 0.03% | 20,331 | -2,980 | -12.8% | -$43.84万 | 减仓 |