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
IVV ISHARES TR $9.17亿6.81%1,224,077 30,6512.6% $2,295.42万 加仓
DYNF BLACKROCK ETF TRUST $7.95亿5.91%11,684,774 623,0475.6% $4,237.34万 加仓
BAI BLACKROCK ETF TRUST $7.46亿5.54%14,150,853 -5,500,264-28.0% -$2.90亿 减仓
JAVA J P MORGAN EXCHANGE TRADED F $7.19亿5.34%9,053,209 855,43310.4% $6,792.99万 加仓
BINC BLACKROCK ETF TRUST II $6.87亿5.10%13,122,011 1,096,3489.1% $5,738.29万 加仓
PWRD TCW ETF TRUST $6.79亿5.05%5,522,892 -1,047,421-15.9% -$1.29亿 减仓
IEFA ISHARES TR $6.11亿4.54%6,325,648 388,8486.5% $3,755.49万 加仓
FBND FIDELITY MERRIMACK STR TR $4.99亿3.71%10,970,047 759,4987.4% $3,454.96万 加仓
SPYG SPDR SERIES TRUST $4.54亿3.37%3,811,664 -5,011-0.1% -$59.63万 减仓
EMOP AB ACTIVE ETFS INC $4.51亿3.35%8,625,402 367,3214.4% $1,918.52万 加仓
FBCG FIDELITY COVINGTON TRUST $4.38亿3.26%7,054,864 -131,540-1.8% -$816.99万 减仓
IWF ISHARES TR $3.67亿2.73%2,955,926 -8,745,870-74.7% -$10.86亿 减仓
ABFL ABACUS FCF ETF TR $3.64亿2.71%4,245,193 45,7261.1% $392.60万 加仓
EFV ISHARES TR $3.60亿2.67%4,699,261 1,177,01433.4% $9,010.04万 加仓
IWB ISHARES TR $3.43亿2.55%838,203 836,22242,212.1% $3.42亿 加仓
AGG ISHARES TR $2.87亿2.13%2,900,060 159,9625.8% $1,583.30万 加仓
IEMG ISHARES INC $2.62亿1.95%3,168,542 572,24322.0% $4,740.46万 加仓
SPYV SPDR SERIES TRUST $2.48亿1.84%4,083,530 111,5462.8% $678.09万 加仓
BRTR BLACKROCK ETF TRUST II $2.44亿1.82%4,858,060 831,08820.6% $4,182.45万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $2.36亿1.75%5,018,565 577,81713.0% $2,712.27万 加仓
TLH ISHARES TR $2.06亿1.53%2,050,071 215,08011.7% $2,158.33万 加仓
GOVT ISHARES TR $1.81亿1.34%7,932,000 1,302,65719.6% $2,967.45万 加仓
IWD ISHARES TR $1.76亿1.31%725,606 67,23510.2% $1,629.98万 加仓
MBB ISHARES TR $1.73亿1.29%1,833,567 73,2304.2% $692.17万 加仓
HEFA ISHARES TR $1.67亿1.24%3,562,756 89,5292.6% $420.11万 加仓
IEI ISHARES TR $1.48亿1.10%1,257,130 172,09015.9% $2,021.20万 加仓
IYG ISHARES TR $1.40亿1.04%1,545,194 -633,877-29.1% -$5,734.69万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $1.33亿0.98%1,606,508 150,58010.3% $1,242.13万 加仓
IYK ISHARES TR $1.26亿0.94%1,740,483 -388,343-18.2% -$2,821.70万 减仓
GLD SPDR GOLD TR $1.20亿0.90%327,060 39,59013.8% $1,458.42万 加仓
EMGF ISHARES INC $1.17亿0.87%1,597,684 8,2710.5% $60.59万 加仓
IJH ISHARES TR $1.14亿0.85%1,479,137 8,6430.6% $66.65万 加仓
FDVV FIDELITY COVINGTON TRUST $1.14亿0.85%1,888,109 163,5449.5% $986.01万 加仓
DGRO ISHARES TR $1.01亿0.75%1,329,183 47,9083.7% $363.09万 加仓
INMU BLACKROCK ETF TRUST II $9,510.31万0.71%3,921,776 631,52519.2% $1,531.45万 加仓
FESM FIDELITY COVINGTON TRUST $8,721.86万0.65%1,806,141 -4,471-0.2% -$21.59万 减仓
ITA ISHARES TR $8,447.92万0.63%348,483 35,30811.3% $855.94万 加仓
XLF SELECT SECTOR SPDR TR $7,675.16万0.57%1,431,665 26,0201.9% $139.49万 加仓
SPY SPDR S&P 500 ETF TR $7,663.30万0.57%102,619 1,1861.2% $88.57万 加仓
IAU ISHARES GOLD TR $7,654.06万0.57%1,013,648 1,8820.2% $14.21万 加仓
IYW ISHARES TR $7,589.10万0.56%300,880 -51,876-14.7% -$1,308.47万 减仓
STIP ISHARES TR $6,787.58万0.50%664,407 14,3112.2% $146.20万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $5,807.34万0.43%1,146,449 349,18843.8% $1,768.81万 加仓
MUB ISHARES TR $5,569.87万0.41%517,550 -8,875-1.7% -$95.51万 减仓
TIP ISHARES TR $5,514.73万0.41%503,950 18,7853.9% $205.56万 加仓
IVW ISHARES TR $5,036.28万0.37%366,195 4,9601.4% $68.21万 加仓
JBND J P MORGAN EXCHANGE TRADED F $4,039.73万0.30%755,090 77,99411.5% $417.27万 加仓
EFA ISHARES TR $3,827.05万0.28%368,411 13,4313.8% $139.52万 加仓
RSP INVESCO EXCHANGE TRADED FD T $3,783.03万0.28%177,799 7570.4% $16.11万 加仓
QUAL ISHARES TR $3,231.45万0.24%147,265 -6,068-4.0% -$133.15万 减仓
NVDA NVIDIA CORPORATION $2,900.41万0.22%144,955 -18,631-11.4% -$372.79万 减仓
MUNI PIMCO ETF TR $2,875.58万0.21%546,689 -45,501-7.7% -$239.34万 减仓
JMST J P MORGAN EXCHANGE TRADED F $2,305.79万0.17%452,116 83,34122.6% $425.04万 加仓
AAPL APPLE INC $2,279.97万0.17%78,794 -7,905-9.1% -$228.74万 减仓
USMV ISHARES TR $1,925.90万0.14%199,658 -12,801-6.0% -$123.48万 减仓
MU MICRON TECHNOLOGY INC $1,825.35万0.14%15,814 -1,097-6.5% -$126.62万 减仓
IXUS ISHARES TR $1,810.19万0.13%189,668 12,7367.2% $121.55万 加仓
GOOGL ALPHABET INC $1,775.29万0.13%49,676 -7,484-13.1% -$267.46万 减仓
SPLV INVESCO EXCH TRADED FD TR II $1,689.47万0.13%225,564 -94,389-29.5% -$706.97万 减仓
IEF ISHARES TR $1,592.57万0.12%168,401 87,309107.7% $825.68万 加仓
TFI SPDR SERIES TRUST $1,535.29万0.11%335,216 49,03917.1% $224.60万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,489.21万0.11%209,011 26,94114.8% $191.95万 加仓
AMZN AMAZON COM INC $1,394.55万0.10%58,511 -3,037-4.9% -$72.38万 减仓
EFG ISHARES TR $1,320.85万0.10%106,161 -753-0.7% -$9.37万 减仓
MEAR ISHARES U S ETF TR $1,311.33万0.10%260,289 38,38617.3% $193.39万 加仓
AVGO BROADCOM INC $1,083.72万0.08%28,689 -2,155-7.0% -$81.40万 减仓
GOOG ALPHABET INC $988.37万0.07%27,973 -2,614-8.5% -$92.36万 减仓
MSFT MICROSOFT CORP $954.80万0.07%25,596 -15,169-37.2% -$565.84万 减仓
JPM JPMORGAN CHASE & CO $950.80万0.07%29,047 -644-2.2% -$21.08万 减仓
AMAT APPLIED MATLS INC $855.35万0.06%11,831 -206-1.7% -$14.89万 减仓
EUSA ISHARES INC $804.16万0.06%70,423 31,15979.4% $355.81万 加仓
SHYM BLACKROCK ETF TRUST II $712.81万0.05%317,510 14,3324.7% $32.18万 加仓
— MATTHEWS ASIA FDS $691.40万0.05%152,753 -62,781-29.1% -$284.16万 减仓
DELL DELL TECHNOLOGIES INC $668.73万0.05%15,499 250.2% $1.08万 加仓
FLEX FLEX LTD $659.56万0.05%40,696 -2,914-6.7% -$47.23万 减仓
META META PLATFORMS INC $640.82万0.05%11,376 -260-2.2% -$14.65万 减仓
TSLA TESLA INC $626.44万0.05%14,894 -2,616-14.9% -$110.03万 减仓
— ABACUS FCF ETF TR $592.28万0.04%180,629 -43,085-19.3% -$141.28万 减仓
AMD ADVANCED MICRO DEVICES INC $534.20万0.04%9,196 -1,132-11.0% -$65.76万 减仓
ASML ASML HOLDING N V $517.19万0.04%2,600 -472-15.4% -$93.89万 减仓
KGC KINROSS GOLD CORP $514.30万0.04%217,738 -9,367-4.1% -$22.12万 减仓
ABBV ABBVIE INC $507.73万0.04%20,177 -1,088-5.1% -$27.38万 减仓
USFD US FOODS HLDG CORP $507.35万0.04%49,619 2,5515.4% $26.08万 加仓
KLAC KLA CORP $503.04万0.04%16,673 -1,167-6.5% -$35.21万 减仓
PM PHILIP MORRIS INTL INC $491.18万0.04%27,151 1,4805.8% $26.77万 加仓
SYSB ISHARES TR $467.93万0.03%52,745 5,66312.0% $50.24万 加仓
TAFM AB ACTIVE ETFS INC $465.48万0.03%181,260 10,9256.4% $28.06万 加仓
NEM NEWMONT CORP $460.93万0.03%49,350 -1,902-3.7% -$17.76万 减仓
VTI VANGUARD INDEX FDS $454.20万0.03%12,274 -70-0.6% -$2.59万 减仓
MA MASTERCARD INCORPORATED $446.70万0.03%8,698 -525-5.7% -$26.96万 减仓
V VISA INC $443.18万0.03%12,917 930.7% $3.19万 加仓
URI UNITED RENTALS INC $410.25万0.03%3,621 -107-2.9% -$12.12万 减仓
MPC MARATHON PETE CORP $401.18万0.03%15,691 -638-3.9% -$16.31万 减仓
AZN ASTRAZENECA PLC $397.94万0.03%20,986 -1,708-7.5% -$32.39万 减仓
VWO VANGUARD INTL EQUITY INDEX F $395.46万0.03%66,253 6,00710.0% $35.86万 加仓
LLY ELI LILLY & CO $388.58万0.03%3,240 2247.4% $26.87万 加仓
MS MORGAN STANLEY $356.58万0.03%17,058 -499-2.8% -$10.43万 减仓
CRH CRH PLC $352.20万0.03%32,916 -1,077-3.2% -$11.52万 减仓
MCK MCKESSON CORP $348.36万0.03%4,610 -69-1.5% -$5.21万 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