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 |
|---|---|---|---|---|---|---|---|---|
| KIM | KIMCO REALTY CORP COM | $1.80万 | 0.01% | 800 | -351 | -30.5% | -$7,887 | 减仓 |
| RY | ROYAL BK CDA COM | $1.75万 | 0.01% | 108 | 108 | — | $1.75万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $1.72万 | 0.01% | 100 | 100 | — | $1.72万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1.72万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $1.71万 | 0.01% | 148 | 148 | — | $1.71万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.69万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.52万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $1.52万 | 0.01% | 201 | -84 | -29.5% | -$6,356 | 减仓 |
| INVH | INVITATION HOMES INC COM | $1.50万 | 0.01% | 602 | 55 | 10.1% | $1,367 | 加仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $1.43万 | 0.01% | 4,681 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.38万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1.37万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.37万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. AI ENHANCED VALUE FUND | $1.35万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1.33万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $1.26万 | 0.01% | 100 | -71 | -41.5% | -$8,943 | 减仓 |
| GIS | GENERAL MILLS INC COM | $1.19万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1.18万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $1.17万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.15万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1.15万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.13万 | 0.01% | 121 | 121 | — | $1.13万 | 新建仓 |
| IDA | IDACORP INC COM | $1.07万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1.06万 | 0.01% | 100 | -56 | -35.9% | -$5,948 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $1.04万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $9,908 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $9,824 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $9,709 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $9,608 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $9,522 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $9,235 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC COM | $9,202 | 0.01% | 803 | -70 | -8.0% | -$802 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $9,062 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $8,593 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $8,582 | 0.00% | 700 | -33 | -4.5% | -$405 | 减仓 |
| WDAY | WORKDAY INC CL A | $8,445 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $8,425 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $8,378 | 0.00% | 110 | 110 | — | $8,378 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $8,192 | 0.00% | 71 | 71 | — | $8,192 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $7,764 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $7,685 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $7,361 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $7,230 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $7,200 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $7,149 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $6,915 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC COM | $6,656 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $6,504 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $6,480 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC COM | $6,255 | 0.00% | 100 | -58 | -36.7% | -$3,628 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $6,045 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $5,914 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $5,190 | 0.00% | 100 | 63 | 170.3% | $3,270 | 加仓 |
| ALC | ALCON AG ORD SHS | $5,048 | 0.00% | 67 | 67 | — | $5,048 | 新建仓 |
| PCVX | VAXCYTE INC COM | $4,997 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $4,537 | 0.00% | 15 | 15 | — | $4,537 | 新建仓 |
| CYTK | CYTOKINETICS INC COM NEW | $4,482 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $4,320 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $3,934 | 0.00% | 11 | 11 | — | $3,934 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $3,712 | 0.00% | 51 | 51 | — | $3,712 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3,357 | 0.00% | 141 | 141 | — | $3,357 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $2,916 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $2,839 | 0.00% | 6 | 6 | — | $2,839 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $2,792 | 0.00% | 100 | 100 | — | $2,792 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $2,746 | 0.00% | 8 | 8 | — | $2,746 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,482 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $2,287 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $2,215 | 0.00% | 1,678 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2,177 | 0.00% | 32 | 32 | — | $2,177 | 新建仓 |
| MRNA | MODERNA INC COM | $2,032 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1,999 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $1,990 | 0.00% | 25 | 25 | — | $1,990 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $1,907 | 0.00% | 24 | 24 | — | $1,907 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $1,701 | 0.00% | 37 | 37 | — | $1,701 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1,697 | 0.00% | 7 | 7 | — | $1,697 | 新建仓 |
| RGNX | REGENXBIO INC COM | $1,601 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $1,528 | 0.00% | 26 | 26 | — | $1,528 | 新建仓 |
| CAT | CATERPILLAR INC COM | $1,417 | 0.00% | 2 | 2 | — | $1,417 | 新建仓 |
| — | SANGAMO THERAPEUTICS INC COM | $1,383 | 0.00% | 5,600 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $1,244 | 0.00% | 6 | 6 | — | $1,244 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1,214 | 0.00% | 15 | 15 | — | $1,214 | 新建仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1,107 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,037 | 0.00% | 28 | 28 | — | $1,037 | 新建仓 |
| NVAX | NOVAVAX INC COM NEW | $977 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $784 | 0.00% | 2 | 2 | — | $784 | 新建仓 |
| OABI | OMNIAB INC COM | $645 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC COM CL A | $567 | 0.00% | 14 | 14 | — | $567 | 新建仓 |
| ORCL | ORACLE CORP COM | $441 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $0 | 0.00% | 0 | -2,499 | -100.0% | -$2.03万 | 清仓 |
| ESS | ESSEX PPTY TR INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$1.52万 | 清仓 |
| CSGP | COSTAR GROUP INC COM | $0 | 0.00% | 0 | -204 | -100.0% | -$1.37万 | 清仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $0 | 0.00% | 0 | -124 | -100.0% | -$1.12万 | 清仓 |
| SABR | SABRE CORP COM | $0 | 0.00% | 0 | -500 | -100.0% | -$680 | 清仓 |
| — | SKYE BIOSCIENCE INC COM NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$6 | 清仓 |