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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC | $26.95万 | 0.00% | 4,585 | 4,585 | — | $26.95万 | 新建仓 |
| CVNA | CARVANA CO | $26.94万 | 0.00% | 4,285 | 3,639 | 563.3% | $22.88万 | 加仓 |
| TWLO | TWILIO INC | $26.38万 | 0.00% | 2,097 | 638 | 43.7% | $8.03万 | 加仓 |
| — | EXXON MOBIL CORP | $25.54万 | 0.00% | 1,505 | 1,505 | — | $25.54万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $25.35万 | 0.00% | 1,581 | -1,413 | -47.2% | -$22.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.30万 | 0.00% | 749 | 749 | — | $25.30万 | 新建仓 |
| IGF | ISHARES TR | $25.06万 | 0.00% | 3,741 | -627 | -14.4% | -$4.20万 | 减仓 |
| CAT | CATERPILLAR INC | $24.98万 | 0.00% | 353 | 353 | — | $24.98万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $24.73万 | 0.00% | 15,575 | 1,366 | 9.6% | $2.17万 | 加仓 |
| IT | GARTNER INC | $24.29万 | 0.00% | 1,534 | 69 | 4.7% | $1.09万 | 加仓 |
| RING | ISHARES INC | $24.26万 | 0.00% | 3,072 | 3,072 | — | $24.26万 | 新建仓 |
| RDDT | REDDIT INC | $24.08万 | 0.00% | 1,788 | 1,788 | — | $24.08万 | 新建仓 |
| INSM | INSMED INC | $23.25万 | 0.00% | 1,422 | 1,422 | — | $23.25万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $23.03万 | 0.00% | 651 | 651 | — | $23.03万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $22.84万 | 0.00% | 325 | 325 | — | $22.84万 | 新建仓 |
| TOST | TOAST INC | $22.33万 | 0.00% | 8,423 | 8,423 | — | $22.33万 | 新建仓 |
| BA | BOEING CO | $22.25万 | 0.00% | 1,118 | 1,118 | — | $22.25万 | 新建仓 |
| DOCS | DOXIMITY INC | $22.14万 | 0.00% | 9,504 | 9,504 | — | $22.14万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.04万 | 0.00% | 365 | 365 | — | $22.04万 | 新建仓 |
| PEP | PEPSICO INC | $21.59万 | 0.00% | 1,390 | -92 | -6.2% | -$1.43万 | 减仓 |
| SONY | SONY GROUP CORP | $21.16万 | 0.00% | 10,222 | -37,373 | -78.5% | -$77.36万 | 减仓 |
| STM | STMICROELECTRONICS N V | $20.80万 | 0.00% | 6,020 | 6,020 | — | $20.80万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $20.41万 | 0.00% | 8,000 | 8,000 | — | $20.41万 | 新建仓 |
| RMD | RESMED INC | $20.36万 | 0.00% | 907 | 907 | — | $20.36万 | 新建仓 |
| CRM | SALESFORCE INC | $20.36万 | 0.00% | 1,091 | 1,091 | — | $20.36万 | 新建仓 |
| ALAB | ASTERA LABS INC | $20.35万 | 0.00% | 1,857 | 1,857 | — | $20.35万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $20.13万 | 0.00% | 6,335 | -5 | -0.1% | -$159 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $20.13万 | 0.00% | 25,349 | -55 | -0.2% | -$437 | 减仓 |
| RKLB | ROCKET LAB CORP | $20.08万 | 0.00% | 3,127 | 3,127 | — | $20.08万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $19.51万 | 0.00% | 10,533 | -37,687 | -78.2% | -$69.79万 | 重新持有 |
| LYFT | LYFT INC | $17.40万 | 0.00% | 13,079 | 13,079 | — | $17.40万 | 新建仓 |
| AEG | AEGON LTD | $15.13万 | 0.00% | 20,846 | 6,699 | 47.4% | $4.86万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $8.13万 | 0.00% | 22,458 | -4,798 | -17.6% | -$1.74万 | 减仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -1,762,552 | -100.0% | -$2.27亿 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -1,633,151 | -100.0% | -$7,422.67万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -196,999 | -100.0% | -$1,717.04万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -48,726 | -100.0% | -$1,671.14万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -106,106 | -100.0% | -$1,275.19万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -126,688 | -100.0% | -$1,247.88万 | 清仓 |
| INTF | ISHARES TR | $0 | 0.00% | 0 | -170,915 | -100.0% | -$645.21万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -11,891 | -100.0% | -$437.25万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -74,291 | -100.0% | -$406.45万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -25,820 | -100.0% | -$275.50万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING INC | $0 | 0.00% | 0 | -5,053 | -100.0% | -$129.97万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -5,510 | -100.0% | -$122.97万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | -2,482 | -100.0% | -$77.47万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -3,510 | -100.0% | -$76.16万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -2,775 | -100.0% | -$67.40万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -7,140 | -100.0% | -$56.27万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -11,421 | -100.0% | -$54.75万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,381 | -100.0% | -$53.88万 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -16,565 | -100.0% | -$48.83万 | 清仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,692 | -100.0% | -$44.46万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,965 | -100.0% | -$42.20万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -2,861 | -100.0% | -$39.43万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$39.05万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -6,676 | -100.0% | -$35.78万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,550 | -100.0% | -$35.10万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -2,215 | -100.0% | -$33.76万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,591 | -100.0% | -$32.60万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,766 | -100.0% | -$30.41万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -12,680 | -100.0% | -$29.91万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -7,817 | -100.0% | -$29.91万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -19,208 | -100.0% | -$28.70万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -590 | -100.0% | -$27.45万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -537 | -100.0% | -$27.41万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -727 | -100.0% | -$25.67万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -5,070 | -100.0% | -$25.49万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAE | CAE INC | $0 | 0.00% | 0 | -8,201 | -100.0% | -$24.95万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -423 | -100.0% | -$24.56万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -2,327 | -100.0% | -$23.96万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$23.69万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -1,003 | -100.0% | -$23.52万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,002 | -100.0% | -$22.64万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -3,524 | -100.0% | -$22.36万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -914 | -100.0% | -$20.94万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -6,321 | -100.0% | -$20.89万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -3,648 | -100.0% | -$20.14万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |