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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2.59万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $2.63万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2.65万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $2.66万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $2.70万 | 0.01% | 345 | 8 | 2.4% | $626 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2.72万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2.75万 | 0.01% | 402 | -24 | -5.6% | -$1,639 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2.76万 | 0.01% | 94 | -78 | -45.3% | -$2.29万 | 减仓 |
| CSX | CSX CORP COM | $2.82万 | 0.02% | 594 | 83 | 16.2% | $3,945 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2.87万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $2.92万 | 0.02% | 141 | 33 | 30.6% | $6,830 | 加仓 |
| PEP | PEPSICO INC COM | $2.98万 | 0.02% | 220 | 58 | 35.8% | $7,853 | 加仓 |
| SNPS | SYNOPSYS INC COM | $2.99万 | 0.02% | 67 | 3 | 4.7% | $1,338 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $3.07万 | 0.02% | 267 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $3.07万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $3.10万 | 0.02% | 559 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3.17万 | 0.02% | 405 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $3.20万 | 0.02% | 1,545 | 89 | 6.1% | $1,842 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.34万 | 0.02% | 1,052 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $3.34万 | 0.02% | 459 | -20 | -4.2% | -$1,457 | 减仓 |
| APH | AMPHENOL CORP CL A | $3.37万 | 0.02% | 191 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $3.39万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $3.42万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $3.62万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $3.70万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $3.72万 | 0.02% | 294 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $3.73万 | 0.02% | 103 | 3 | 3.0% | $1,086 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $3.74万 | 0.02% | 229 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $3.79万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4.03万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $4.16万 | 0.02% | 99 | -12 | -10.8% | -$5,047 | 减仓 |
| SBUX | STARBUCKS CORP COM | $4.36万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $4.39万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $4.47万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $4.48万 | 0.02% | 2,685 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $4.59万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $4.65万 | 0.02% | 94 | -8 | -7.8% | -$3,961 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $4.70万 | 0.03% | 210 | 0 | 0.0% | — | 不变 |
| — | VIRTUS BIOTECH CLINICAL TRIALS ETF | $4.88万 | 0.03% | 927 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $4.93万 | 0.03% | 217 | -86 | -28.4% | -$1.95万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5.02万 | 0.03% | 67 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $5.04万 | 0.03% | 266 | 266 | — | $5.04万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5.07万 | 0.03% | 898 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $5.17万 | 0.03% | 44 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $5.30万 | 0.03% | 338 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $5.32万 | 0.03% | 605 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $5.33万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $5.42万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $5.50万 | 0.03% | 975 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $5.58万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $5.70万 | 0.03% | 499 | 92 | 22.6% | $1.05万 | 加仓 |
| MCK | MCKESSON CORP COM | $5.82万 | 0.03% | 77 | 2 | 2.7% | $1,511 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $5.90万 | 0.03% | 142 | -6 | -4.1% | -$2,494 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5.99万 | 0.03% | 974 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $6.09万 | 0.03% | 445 | 80 | 21.9% | $1.09万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $6.13万 | 0.03% | 193 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $6.14万 | 0.03% | 2,240 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $6.21万 | 0.03% | 346 | 25 | 7.8% | $4,490 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $6.22万 | 0.03% | 577 | 19 | 3.4% | $2,048 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6.46万 | 0.03% | 705 | 58 | 9.0% | $5,315 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $6.91万 | 0.04% | 285 | -779 | -73.2% | -$18.88万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $7.33万 | 0.04% | 950 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $7.34万 | 0.04% | 248 | -14 | -5.3% | -$4,145 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $7.49万 | 0.04% | 1,700 | -200 | -10.5% | -$8,806 | 减仓 |
| GE | GE AEROSPACE COM NEW | $7.77万 | 0.04% | 208 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $7.84万 | 0.04% | 2,451 | 462 | 23.2% | $1.48万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $8.03万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $8.03万 | 0.04% | 77 | 4 | 5.5% | $4,170 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $8.08万 | 0.04% | 494 | -71 | -12.6% | -$1.16万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $8.24万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $8.71万 | 0.05% | 448 | -9 | -2.0% | -$1,750 | 减仓 |
| COO | COOPER COS INC COM | $8.86万 | 0.05% | 1,235 | -40 | -3.1% | -$2,868 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $8.89万 | 0.05% | 119 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $9.89万 | 0.05% | 366 | 20 | 5.8% | $5,406 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $9.98万 | 0.05% | 2,339 | 564 | 31.8% | $2.41万 | 加仓 |
| AFL | AFLAC INC COM | $10.42万 | 0.06% | 889 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $10.43万 | 0.06% | 729 | -20 | -2.7% | -$2,862 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $10.98万 | 0.06% | 189 | -276 | -59.4% | -$16.03万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $11.12万 | 0.06% | 411 | -44 | -9.7% | -$1.19万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $11.24万 | 0.06% | 816 | 172 | 26.7% | $2.37万 | 加仓 |
| HON | HONEYWELL INTL INC COM | $11.40万 | 0.06% | 509 | -845 | -62.4% | -$18.92万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $11.59万 | 0.06% | 364 | 63 | 20.9% | $2.01万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $11.59万 | 0.06% | 1,277 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $11.63万 | 0.06% | 526 | 526 | — | $11.63万 | 新建仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $12.03万 | 0.06% | 967 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $12.08万 | 0.06% | 164 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $12.28万 | 0.07% | 807 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $12.60万 | 0.07% | 5,140 | 291 | 6.0% | $7,132 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $12.77万 | 0.07% | 515 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $12.82万 | 0.07% | 565 | -62 | -9.9% | -$1.41万 | 减仓 |
| PINS | PINTEREST INC CL A | $12.87万 | 0.07% | 6,120 | -577 | -8.6% | -$1.21万 | 减仓 |
| PPL | PPL CORP COM | $12.93万 | 0.07% | 3,557 | -472 | -11.7% | -$1.72万 | 减仓 |
| CTVA | CORTEVA INC COM | $13.02万 | 0.07% | 1,537 | -128 | -7.7% | -$1.08万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $13.11万 | 0.07% | 897 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $13.11万 | 0.07% | 691 | 34 | 5.2% | $6,451 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $13.23万 | 0.07% | 5,721 | -334 | -5.5% | -$7,725 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $13.55万 | 0.07% | 1,544 | -206 | -11.8% | -$1.81万 | 减仓 |
| CSCO | CISCO SYS INC COM | $13.97万 | 0.07% | 1,189 | 204 | 20.7% | $2.40万 | 加仓 |
| GNTX | GENTEX CORP COM | $13.99万 | 0.07% | 5,536 | -236 | -4.1% | -$5,964 | 减仓 |
| ADBE | ADOBE INC COM | $14.15万 | 0.08% | 690 | 33 | 5.0% | $6,766 | 加仓 |