Dynamic Wealth Strategies, LLC
GRANITE BAY CA · SEC CIK 0001812853
$1.73亿2026Q1 申报市值
288持仓数
55.1%前十大占比 · 第一大 9.6%
44 / 6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
BND 加仓+$120.38万
XLK 加仓+$111.64万
VMBS 加仓+$79.08万
XLC 加仓+$50.06万
VGSH 加仓+$47.34万
2026Q1 卖出最多 按季末市值估算
IEF 减仓-$70.22万
GOOGL 减仓-$20.73万
MSFT 减仓-$16.66万
AMZN 减仓-$15.52万
LRCX 减仓-$12.80万
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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO COM | $14.24万 | 0.08% | 1,087 | 556 | 104.7% | $7.28万 | 加仓 |
| CTVA | CORTEVA INC COM | $13.94万 | 0.08% | 1,665 | -16 | -1.0% | -$1,339 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $13.70万 | 0.08% | 2,742 | 1,100 | 67.0% | $5.50万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $13.11万 | 0.08% | 1,277 | 550 | 75.7% | $5.65万 | 加仓 |
| RTX | RTX CORPORATION COM | $12.67万 | 0.07% | 657 | 6 | 0.9% | $1,157 | 加仓 |
| GNTX | GENTEX CORP COM | $12.61万 | 0.07% | 5,772 | -61 | -1.0% | -$1,333 | 减仓 |
| PINS | PINTEREST INC CL A | $12.28万 | 0.07% | 6,697 | -2,257 | -25.2% | -$4.14万 | 减仓 |
| IEX | IDEX CORP COM | $11.88万 | 0.07% | 627 | -7 | -1.1% | -$1,327 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $11.84万 | 0.07% | 455 | -116 | -20.3% | -$3.02万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $11.78万 | 0.07% | 807 | 707 | 707.0% | $10.32万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $11.75万 | 0.07% | 897 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $11.57万 | 0.07% | 4,849 | -892 | -15.5% | -$2.13万 | 减仓 |
| BBWI | BATH & BODY WORKS INC COM | $11.30万 | 0.07% | 6,055 | -2,235 | -27.0% | -$4.17万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $11.14万 | 0.06% | 1,775 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $10.94万 | 0.06% | 457 | -216 | -32.1% | -$5.17万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $10.77万 | 0.06% | 967 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $10.75万 | 0.06% | 346 | 79 | 29.6% | $2.46万 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $10.34万 | 0.06% | 515 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $10.18万 | 0.06% | 644 | -207 | -24.3% | -$3.27万 | 减仓 |
| AFL | AFLAC INC COM | $9.75万 | 0.06% | 889 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $9.75万 | 0.06% | 565 | 99 | 21.2% | $1.71万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $9.47万 | 0.05% | 164 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $9.46万 | 0.05% | 465 | -105 | -18.4% | -$2.14万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $9.46万 | 0.05% | 749 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $9.40万 | 0.05% | 262 | -202 | -43.5% | -$7.25万 | 减仓 |
| COO | COOPER COS INC COM | $9.12万 | 0.05% | 1,275 | -211 | -14.2% | -$1.51万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $8.15万 | 0.05% | 301 | -183 | -37.8% | -$4.96万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $8.11万 | 0.05% | 360 | -26 | -6.7% | -$5,859 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $7.76万 | 0.04% | 1,900 | 1,700 | 850.0% | $6.94万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $7.74万 | 0.04% | 119 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $7.64万 | 0.04% | 985 | -124 | -11.2% | -$9,621 | 减仓 |
| EQIX | EQUINIX INC COM | $7.16万 | 0.04% | 73 | 43 | 143.3% | $4.22万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $7.13万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $6.67万 | 0.04% | 1,989 | 1,989 | — | $6.67万 | 新建仓 |
| MCK | MCKESSON CORP COM | $6.49万 | 0.04% | 75 | 10 | 15.4% | $8,654 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $6.42万 | 0.04% | 950 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $6.23万 | 0.04% | 407 | -210 | -34.0% | -$3.22万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $6.08万 | 0.04% | 448 | 448 | — | $6.08万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $6.01万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $5.99万 | 0.03% | 303 | 303 | — | $5.99万 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $5.93万 | 0.03% | 647 | 647 | — | $5.93万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $5.90万 | 0.03% | 208 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $5.78万 | 0.03% | 321 | 184 | 134.3% | $3.32万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5.41万 | 0.03% | 974 | 974 | — | $5.41万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $5.31万 | 0.03% | 193 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $5.29万 | 0.03% | 400 | 176 | 78.6% | $2.33万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $5.17万 | 0.03% | 185 | -100 | -35.1% | -$2.79万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $5.16万 | 0.03% | 338 | 338 | — | $5.16万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5.09万 | 0.03% | 898 | 898 | — | $5.09万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $5.03万 | 0.03% | 558 | 30 | 5.7% | $2,703 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $5.00万 | 0.03% | 172 | -168 | -49.4% | -$4.88万 | 减仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $4.89万 | 0.03% | 588 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $4.89万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.78万 | 0.03% | 365 | 365 | — | $4.78万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $4.63万 | 0.03% | 290 | 10 | 3.6% | $1,597 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $4.53万 | 0.03% | 975 | 975 | — | $4.53万 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $4.45万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $4.38万 | 0.03% | 67 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $4.22万 | 0.02% | 1,456 | 90 | 6.6% | $2,609 | 加仓 |
| TSLA | TESLA INC COM | $4.13万 | 0.02% | 111 | -161 | -59.2% | -$5.99万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4.08万 | 0.02% | 142 | 142 | — | $4.08万 | 新建仓 |
| KR | KROGER CO COM | $4.04万 | 0.02% | 559 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $4.00万 | 0.02% | 148 | -1 | -0.7% | -$271 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $4.00万 | 0.02% | 2,685 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3.92万 | 0.02% | 210 | 139 | 195.8% | $2.59万 | 加仓 |
| — | VIRTUS BIOTECH CLINICAL TRIALS ETF | $3.86万 | 0.02% | 927 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $3.85万 | 0.02% | 294 | 294 | — | $3.85万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $3.84万 | 0.02% | 44 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $3.83万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $3.81万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $3.70万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.66万 | 0.02% | 102 | -1 | -1.0% | -$359 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $3.61万 | 0.02% | 479 | -203 | -29.8% | -$1.53万 | 减仓 |
| O | REALTY INCOME CORP COM | $3.58万 | 0.02% | 585 | 84 | 16.8% | $5,139 | 加仓 |
| AMGN | AMGEN INC COM | $3.52万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $3.35万 | 0.02% | 380 | -66 | -14.8% | -$5,819 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $3.32万 | 0.02% | 229 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $3.30万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.23万 | 0.02% | 1,052 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $3.06万 | 0.02% | 300 | 300 | — | $3.06万 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3.01万 | 0.02% | 405 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $3.00万 | 0.02% | 267 | 267 | — | $3.00万 | 新建仓 |
| PFE | PFIZER INC COM | $2.99万 | 0.02% | 1,065 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $2.92万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $2.92万 | 0.02% | 337 | -481 | -58.8% | -$4.17万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.65万 | 0.02% | 459 | -500 | -52.1% | -$2.88万 | 减仓 |
| D | DOMINION ENERGY INC COM | $2.63万 | 0.02% | 426 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $2.56万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $2.54万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $2.52万 | 0.01% | 162 | 62 | 62.0% | $9,628 | 加仓 |
| VICI | VICI PPTYS INC COM | $2.46万 | 0.01% | 900 | 900 | — | $2.46万 | 新建仓 |
| VTR | VENTAS INC COM | $2.45万 | 0.01% | 300 | 300 | — | $2.45万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $2.41万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $2.39万 | 0.01% | 979 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2.37万 | 0.01% | 400 | 77 | 23.8% | $4,555 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.14万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $2.10万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.10万 | 0.01% | 511 | 511 | — | $2.10万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $2.06万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $1.86万 | 0.01% | 900 | -87 | -8.8% | -$1,794 | 减仓 |