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
CVE CENOVUS ENERGY INC $290.11万0.03%109,353 2,2822.1% $6.05万 加仓
GD GENERAL DYNAMICS CORP $288.97万0.03%8,419 -142-1.7% -$4.87万 减仓
MS MORGAN STANLEY $288.94万0.03%17,557 -84-0.5% -$1.38万 减仓
FLEX FLEX LTD $285.47万0.02%43,610 -1,004-2.3% -$6.57万 减仓
LLY ELI LILLY & CO $277.43万0.02%3,016 -88-2.8% -$8.09万 减仓
URI UNITED RENTALS INC $271.62万0.02%3,728 80427.5% $58.58万 加仓
FE FIRSTENERGY CORP $271.16万0.02%53,525 -1,089-2.0% -$5.52万 减仓
SHEL SHELL PLC $263.51万0.02%28,334 -1,270-4.3% -$11.81万 减仓
KLAC KLA CORP $262.61万0.02%1,784 -16-0.9% -$2.36万 减仓
— HONEYWELL INTL INC $256.77万0.02%11,360 1111.0% $2.51万 加仓
DELL DELL TECHNOLOGIES INC $253.97万0.02%15,474 -906-5.5% -$14.87万 减仓
LHX L3HARRIS TECHNOLOGIES INC $251.19万0.02%7,278 130.2% $4,487 加仓
GS GOLDMAN SACHS GROUP INC $247.54万0.02%2,926 -64-2.1% -$5.41万 减仓
LPLA LPL FINL HLDGS INC $245.10万0.02%8,148 -1,391-14.6% -$41.84万 减仓
HBAN HUNTINGTON BANCSHARES INC $243.04万0.02%155,296 -19,316-11.1% -$30.23万 减仓
PLTR PALANTIR TECHNOLOGIES INC $242.11万0.02%16,551 8925.7% $13.05万 加仓
FANG DIAMONDBACK ENERGY INC $235.03万0.02%11,883 2,49326.5% $49.31万 加仓
COP CONOCOPHILLIPS $227.39万0.02%17,227 6614.0% $8.73万 加仓
KO COCA COLA CO $225.95万0.02%29,711 -872-2.9% -$6.63万 减仓
COF CAPITAL ONE FINL CORP $225.87万0.02%12,381 -1,029-7.7% -$18.77万 减仓
NFLX NETFLIX INC $225.24万0.02%23,426 -2,429-9.4% -$23.35万 减仓
VLUE ISHARES TR $223.21万0.02%15,698 15,698— $223.21万 新建仓
WAB WABTEC $222.62万0.02%8,908 -43-0.5% -$1.07万 减仓
AZO AUTOZONE INC $222.43万0.02%659 -94-12.5% -$31.73万 减仓
PPL PPL CORP $220.87万0.02%57,819 -3,683-6.0% -$14.07万 减仓
CNP CENTERPOINT ENERGY INC $219.95万0.02%50,961 -344-0.7% -$1.48万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $214.35万0.02%7,591 84612.5% $23.89万 加仓
AMD ADVANCED MICRO DEVICES INC $210.10万0.02%10,328 2202.2% $4.48万 加仓
FDX FEDEX CORP $201.66万0.02%5,662 97920.9% $34.87万 加仓
DGX QUEST DIAGNOSTICS INC $197.45万0.02%10,075 -84-0.8% -$1.65万 减仓
TTE TOTALENERGIES SE $196.99万0.02%21,652 -5,013-18.8% -$45.61万 减仓
SAN BANCO SANTANDER SA $191.00万0.02%169,323 -9,721-5.4% -$10.97万 减仓
ETR ENTERGY CORP NEW $186.25万0.02%16,576 3832.4% $4.30万 加仓
SCHW SCHWAB CHARLES CORP $185.65万0.02%19,755 -308-1.5% -$2.89万 减仓
NVS NOVARTIS AG $185.06万0.02%12,115 -94-0.8% -$1.44万 减仓
IGEB ISHARES TR $182.91万0.02%40,593 -47,467-53.9% -$213.89万 减仓
HSBC HSBC HLDGS PLC $180.03万0.02%21,825 -1,429-6.1% -$11.79万 减仓
CNQ CANADIAN NAT RES LTD MED TER $177.26万0.02%36,376 2,0335.9% $9.91万 加仓
CHRW C H ROBINSON WORLDWIDE INC $176.41万0.02%10,622 70.1% $1,163 加仓
NSC NORFOLK SOUTHN CORP $166.03万0.01%5,785 -1,070-15.6% -$30.71万 减仓
SHOP SHOPIFY INC $163.42万0.01%13,777 -2,347-14.6% -$27.84万 减仓
J JACOBS SOLUTIONS INC $162.83万0.01%12,793 7426.2% $9.44万 加仓
BUD ANHEUSER BUSCH INBEV SA/NV $160.57万0.01%23,147 -1,999-7.9% -$13.87万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $157.63万0.01%8,067 3,18565.2% $62.23万 加仓
SLB SLB LIMITED $153.64万0.01%29,896 9303.2% $4.78万 加仓
IGSB ISHARES TR $151.43万0.01%28,812 -1,182,327-97.6% -$6,214.24万 减仓
APH AMPHENOL CORP NEW $149.38万0.01%11,823 -3-0.0% -$379 减仓
SYK STRYKER CORPORATION $149.02万0.01%4,535 -676-13.0% -$22.21万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $144.80万0.01%15,970 -420-2.6% -$3.81万 减仓
ABT ABBOTT LABS $144.13万0.01%14,039 -15,973-53.2% -$163.99万 减仓
E ENI S P A $141.69万0.01%25,029 -1,333-5.1% -$7.55万 减仓
VGSH VANGUARD SCOTTSDALE FDS $140.20万0.01%23,949 -12,447-34.2% -$72.86万 减仓
HD HOME DEPOT INC $139.17万0.01%4,231 -987-18.9% -$32.46万 减仓
TMUS T-MOBILE US INC $135.20万0.01%6,437 1402.2% $2.94万 加仓
NXPI NXP SEMICONDUCTORS N V $132.58万0.01%6,735 5258.5% $10.33万 加仓
TRMB TRIMBLE INC $130.32万0.01%19,978 10,558112.1% $68.87万 加仓
CASY CASEYS GEN STORES INC $129.38万0.01%1,778 -41-2.3% -$2.98万 减仓
AON AON PLC $128.60万0.01%3,984 1483.9% $4.78万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $128.01万0.01%22,584 22,584— $128.01万 新建仓
BTI BRITISH AMERN TOB PLC $127.17万0.01%21,750 -441-2.0% -$2.58万 减仓
MSCI MSCI INC $127.05万0.01%2,357 311.3% $1.67万 加仓
WM WASTE MGMT INC DEL $126.66万0.01%5,512 1021.9% $2.34万 加仓
MRK MERCK & CO INC $126.63万0.01%10,527 -1,764-14.4% -$21.22万 减仓
ICE INTERCONTINENTAL EXCHANGE INC $125.32万0.01%7,968 1,63525.8% $25.72万 加仓
UAL UNITED AIRLS HLDGS INC $124.29万0.01%13,499 930.7% $8,563 加仓
LRCX LAM RESEARCH CORP $122.46万0.01%5,732 1923.5% $4.10万 加仓
HUBB HUBBELL INC $119.85万0.01%2,442 38818.9% $19.04万 加仓
LYG LLOYDS BANKING GROUP PLC $117.63万0.01%233,855 -19,606-7.7% -$9.86万 减仓
MRVL MARVELL TECHNOLOGY INC $117.63万0.01%11,876 7,724186.0% $76.50万 加仓
VRT VERTIV HOLDINGS CO $117.43万0.01%4,686 -338-6.7% -$8.47万 减仓
CPAY CORPAY INC $117.15万0.01%4,026 54315.6% $15.80万 加仓
BP BP PLC $116.84万0.01%24,859 -1,300-5.0% -$6.11万 减仓
LDOS LEIDOS HOLDINGS INC $116.08万0.01%7,464 -139-1.8% -$2.16万 减仓
APP APPLOVIN CORP $112.04万0.01%2,815 34113.8% $13.57万 加仓
USHY ISHARES TR $110.22万0.01%29,918 -205,294-87.3% -$756.30万 减仓
JNJ JOHNSON & JOHNSON $108.87万0.01%4,454 -111-2.4% -$2.71万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $107.48万0.01%49,619 -1,366-2.7% -$2.96万 减仓
ISRG INTUITIVE SURGICAL INC $106.58万0.01%2,312 1,773328.9% $81.73万 加仓
IONS IONIS PHARMACEUTICALS INC $105.73万0.01%14,080 900.6% $6,758 加仓
SYY SYSCO CORP $104.29万0.01%14,620 -46-0.3% -$3,281 减仓
AN AUTONATION INC $103.33万0.01%5,292 -1,593-23.1% -$31.10万 减仓
BHP BHP GROUP LTD $103.29万0.01%14,199 -215-1.5% -$1.56万 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $101.87万0.01%60,029 -2,547-4.1% -$4.32万 减仓
HSY HERSHEY CO $100.90万0.01%4,854 -159-3.2% -$3.31万 减仓
NOW SERVICENOW INC $94.93万0.01%9,080 -255-2.7% -$2.67万 减仓
IGRO ISHARES TR $90.12万0.01%10,758 10,758— $90.12万 新建仓
ALLE ALLEGION PLC $89.56万0.01%6,164 -140-2.2% -$2.03万 减仓
ROST ROSS STORES INC $89.55万0.01%4,134 -69-1.6% -$1.49万 减仓
ANET ARISTA NETWORKS INC $87.81万0.01%7,152 -90-1.2% -$1.11万 减仓
CMI CUMMINS INC $85.74万0.01%1,594 21315.4% $11.46万 加仓
ALL ALLSTATE CORP $84.24万0.01%4,063 -5,784-58.7% -$119.93万 减仓
EMB ISHARES TR $82.37万0.01%8,770 -322,657-97.4% -$3,030.61万 减仓
MDT MEDTRONIC PLC $81.90万0.01%9,451 -3,621-27.7% -$31.38万 减仓
ING ING GROEP N V $80.98万0.01%31,088 -518-1.6% -$1.35万 减仓
IX ORIX CORP $80.42万0.01%26,817 660.2% $1,979 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $79.91万0.01%14,393 14,393— $79.91万 新建仓
NET CLOUDFLARE INC $78.51万0.01%3,805 62619.7% $12.92万 加仓
TS TENARIS S A $76.98万0.01%13,232 -1,616-10.9% -$9.40万 减仓
GILD GILEAD SCIENCES INC $76.49万0.01%5,488 1,20828.2% $16.84万 加仓
MT ARCELORMITTAL SA LUXEMBOURG $73.28万0.01%14,098 -568-3.9% -$2.95万 减仓