Dynamic Wealth Strategies, LLC
GRANITE BAY CA · SEC CIK 0001812853
$1.88亿2026Q2 申报市值
291持仓数
54.7%前十大占比 · 第一大 8.9%
9 / 6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
VGSH 加仓+$831.63万
IEF 加仓+$232.86万
SPIB 加仓+$107.56万
VMBS 加仓+$96.75万
IGV 加仓+$56.05万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$1,198.56万
EXXON MOBIL CORP 清仓-$43.20万
COPX 减仓-$33.88万
SMLF 减仓-$33.52万
EWU 减仓-$30.59万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,546 | -100.0% | -$43.20万 | 清仓 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | -279 | -100.0% | -$1.37万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -300 | -100.0% | -$7,764 | 清仓 |
| CNS | COHEN & STEERS INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$6,255 | 清仓 |
| — | SANGAMO THERAPEUTICS INC COM | $0 | 0.00% | 0 | -5,600 | -100.0% | -$1,383 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$441 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $47 | 0.00% | 3 | -800 | -99.6% | -$1.25万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,008 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC COM | $1,011 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $1,130 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1,256 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC COM CL A | $1,257 | 0.00% | 31 | 17 | 121.4% | $689 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,635 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2,029 | 0.00% | 25 | 10 | 66.7% | $812 | 加仓 |
| WAB | WABTEC COM | $2,157 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC COM | $2,288 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $2,339 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,475 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $2,651 | 0.00% | 303 | 303 | — | $2,651 | 新建仓 |
| MRNA | MODERNA INC COM | $2,801 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $2,819 | 0.00% | 1,678 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $3,144 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $3,314 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT CL A | $3,352 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3,521 | 0.00% | 48 | 48 | — | $3,521 | 新建仓 |
| ALL | ALLSTATE CORP COM | $3,807 | 0.00% | 16 | 10 | 166.7% | $2,379 | 加仓 |
| DOW | DOW HLDGS INC COM | $3,885 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $4,260 | 0.00% | 4 | 2 | 100.0% | $2,130 | 加仓 |
| XEL | XCEL ENERGY INC COM | $4,336 | 0.00% | 54 | 30 | 125.0% | $2,409 | 加仓 |
| ALC | ALCON AG ORD SHS | $4,496 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $4,605 | 0.00% | 13 | 5 | 62.5% | $1,771 | 加仓 |
| WFC | WELLS FARGO & CO COM | $4,628 | 0.00% | 56 | 31 | 124.0% | $2,562 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $4,867 | 0.00% | 64 | 32 | 100.0% | $2,434 | 加仓 |
| PCVX | VAXCYTE INC COM | $4,999 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $5,042 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $5,297 | 0.00% | 31 | 31 | — | $5,297 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $5,316 | 0.00% | 60 | -50 | -45.5% | -$4,430 | 减仓 |
| TFC | TRUIST FINL CORP COM | $5,430 | 0.00% | 109 | 72 | 194.6% | $3,587 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $5,624 | 0.00% | 20 | 13 | 185.7% | $3,656 | 加仓 |
| CYTK | CYTOKINETICS INC COM NEW | $5,793 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $5,965 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $6,375 | 0.00% | 47 | -95 | -66.9% | -$1.29万 | 减仓 |
| BXP | BXP INC COM | $6,631 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $6,926 | 0.00% | 6 | 6 | — | $6,926 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $7,103 | 0.00% | 21 | 6 | 40.0% | $2,029 | 加仓 |
| DG | DOLLAR GEN CORP COM | $7,137 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $7,244 | 0.00% | 17 | 6 | 54.5% | $2,557 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $7,314 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $7,957 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $8,029 | 0.00% | 108 | 57 | 111.8% | $4,238 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $8,051 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $8,571 | 0.00% | 300 | 300 | — | $8,571 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $8,798 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $9,136 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $9,256 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $9,373 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $9,570 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $9,772 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $9,796 | 0.01% | 75 | 75 | — | $9,796 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9,834 | 0.01% | 218 | 77 | 54.6% | $3,473 | 加仓 |
| ILMN | ILLUMINA INC COM | $1.02万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.05万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1.09万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.09万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $1.11万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1.11万 | 0.01% | 263 | -2 | -0.8% | -$85 | 减仓 |
| GIS | GENERAL MILLS INC COM | $1.12万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $1.13万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $1.13万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1.16万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $1.16万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $1.20万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $1.21万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1.26万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $1.28万 | 0.01% | 600 | 77 | 14.7% | $1,648 | 加仓 |
| VRNS | VARONIS SYS INC COM | $1.30万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1.34万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $1.45万 | 0.01% | 153 | -435 | -74.0% | -$4.12万 | 减仓 |
| DIS | DISNEY WALT CO COM | $1.52万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.53万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1.53万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. AI ENHANCED VALUE FUND | $1.53万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $1.58万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $1.60万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. CL A COM | $1.72万 | 0.01% | 4,681 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.74万 | 0.01% | 18 | 16 | 800.0% | $1.54万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1.76万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $1.76万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $1.77万 | 0.01% | 700 | -100 | -12.5% | -$2,535 | 减仓 |
| PCAR | PACCAR INC COM | $1.78万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $1.82万 | 0.01% | 602 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.91万 | 0.01% | 157 | 36 | 29.8% | $4,372 | 加仓 |
| RYN | RAYONIER INC COM | $1.92万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $2.00万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $2.34万 | 0.01% | 979 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2.39万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $2.39万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.42万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $2.56万 | 0.01% | 1,065 | 0 | 0.0% | — | 不变 |