Dynamic Financial Group
Cedar Falls IA · SEC CIK 0002061178
$1.32亿2026Q2 申报市值
76持仓数
73.4%前十大占比 · 第一大 30.8%
8 / 3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
DE 加仓+$600.91万
JAAA 加仓+$100.35万
JMEE 新建仓+$36.00万
JA 新建仓+$32.07万
BOXX 加仓+$29.39万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$315.01万
NUV 减仓-$94.10万
MCD 清仓-$23.06万
SLV 清仓-$22.34万
XLE 清仓-$20.64万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -742 | -100.0% | -$23.06万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,279 | -100.0% | -$22.34万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,370 | -100.0% | -$20.64万 | 清仓 |
| RKT | ROCKET COS INC | $19.70万 | 0.15% | 12,505 | 12,505 | — | $19.70万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $20.75万 | 0.16% | 1,890 | 1,890 | — | $20.75万 | 新建仓 |
| EFV | ISHARES TR | $20.87万 | 0.16% | 2,726 | 2,726 | — | $20.87万 | 新建仓 |
| MTB | M & T BK CORP | $22.21万 | 0.17% | 933 | 933 | — | $22.21万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.50万 | 0.17% | 608 | 0 | 0.0% | — | 重新持有 |
| FELV | FIDELITY COVINGTON TRUST | $22.56万 | 0.17% | 5,627 | -104 | -1.8% | -$4,169 | 减仓 |
| IJJ | ISHARES TR | $22.72万 | 0.17% | 1,538 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $23.28万 | 0.18% | 560 | 560 | — | $23.28万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.81万 | 0.18% | 198 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $24.26万 | 0.18% | 353 | 7 | 2.0% | $4,811 | 加仓 |
| V | VISA INC | $24.94万 | 0.19% | 727 | 0 | 0.0% | — | 不变 |
| SVAL | ISHARES TR | $25.11万 | 0.19% | 6,009 | 4 | 0.1% | $167 | 加仓 |
| AON | AON PLC | $25.27万 | 0.19% | 762 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.30万 | 0.19% | 842 | 842 | — | $25.30万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.00万 | 0.20% | 5,647 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $26.49万 | 0.20% | 672 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $27.73万 | 0.21% | 758 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $29.11万 | 0.22% | 4,309 | 2 | 0.0% | $135 | 加仓 |
| SCZ | ISHARES TR | $29.43万 | 0.22% | 3,577 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $29.52万 | 0.22% | 6,818 | 437 | 6.8% | $1.89万 | 加仓 |
| GEV | GE VERNOVA INC | $30.78万 | 0.23% | 262 | 14 | 5.6% | $1.64万 | 加仓 |
| JA | JANUS DETROIT STR TR | $32.07万 | 0.24% | 6,408 | 6,408 | — | $32.07万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $32.42万 | 0.24% | 943 | 3 | 0.3% | $1,031 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $32.96万 | 0.25% | 1,730 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.17万 | 0.25% | 2,426 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $33.20万 | 0.25% | 4,853 | -13 | -0.3% | -$889 | 减仓 |
| WMT | WALMART INC | $34.07万 | 0.26% | 3,008 | 2 | 0.1% | $227 | 加仓 |
| IEMG | ISHARES INC | $35.39万 | 0.27% | 4,272 | -90 | -2.1% | -$7,455 | 减仓 |
| LIN | LINDE PLC | $35.70万 | 0.27% | 688 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $36.00万 | 0.27% | 4,614 | 4,614 | — | $36.00万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $36.36万 | 0.27% | 8,959 | 38 | 0.4% | $1,542 | 加仓 |
| IJS | ISHARES TR | $37.55万 | 0.28% | 2,747 | 102 | 3.9% | $1.39万 | 加仓 |
| ISCF | ISHARES TR | $41.43万 | 0.31% | 9,570 | 1,452 | 17.9% | $6.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $41.45万 | 0.31% | 4,811 | -1 | -0.0% | -$86 | 减仓 |
| GE | GE AEROSPACE | $43.95万 | 0.33% | 1,176 | 33 | 2.9% | $1.23万 | 加仓 |
| DGRO | ISHARES TR | $44.96万 | 0.34% | 5,932 | 8 | 0.1% | $606 | 加仓 |
| IWS | ISHARES TR | $45.68万 | 0.35% | 2,775 | 194 | 7.5% | $3.19万 | 加仓 |
| HYG | ISHARES TR | $47.07万 | 0.36% | 5,886 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $50.49万 | 0.38% | 6,686 | -15 | -0.2% | -$1,133 | 减仓 |
| DAL | DELTA AIR LINES INC | $50.65万 | 0.38% | 5,408 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $51.42万 | 0.39% | 7,146 | 21 | 0.3% | $1,511 | 加仓 |
| MSFT | MICROSOFT CORP | $52.89万 | 0.40% | 1,418 | 37 | 2.7% | $1.38万 | 加仓 |
| GLD | SPDR GOLD TR | $54.45万 | 0.41% | 1,478 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.63万 | 0.42% | 745 | 1 | 0.1% | $747 | 加仓 |
| IJH | ISHARES TR | $56.07万 | 0.42% | 7,271 | -690 | -8.7% | -$5.32万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $59.90万 | 0.45% | 14,393 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $60.75万 | 0.46% | 29,349 | -595 | -2.0% | -$1.23万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $64.89万 | 0.49% | 10,674 | 1,335 | 14.3% | $8.12万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $65.60万 | 0.50% | 13,524 | 368 | 2.8% | $1.78万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $66.03万 | 0.50% | 12,752 | 251 | 2.0% | $1.30万 | 加仓 |
| IUSV | ISHARES TR | $69.50万 | 0.52% | 6,310 | 637 | 11.2% | $7.02万 | 加仓 |
| EFA | ISHARES TR | $70.69万 | 0.53% | 6,805 | 479 | 7.6% | $4.98万 | 加仓 |
| IVW | ISHARES TR | $74.16万 | 0.56% | 5,392 | 2 | 0.0% | $275 | 加仓 |
| VTV | VANGUARD INDEX FDS | $75.15万 | 0.57% | 3,448 | 96 | 2.9% | $2.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $75.26万 | 0.57% | 3,761 | 14 | 0.4% | $2,801 | 加仓 |
| AMZN | AMAZON COM INC | $79.70万 | 0.60% | 3,344 | 16 | 0.5% | $3,813 | 加仓 |
| CASY | CASEYS GEN STORES INC | $79.91万 | 0.60% | 1,005 | 17 | 1.7% | $1.35万 | 加仓 |
| GOOG | ALPHABET INC | $80.74万 | 0.61% | 2,285 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $90.01万 | 0.68% | 1,222 | -40 | -3.2% | -$2.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.68万 | 0.70% | 1,852 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $95.20万 | 0.72% | 2,664 | -7 | -0.3% | -$2,502 | 减仓 |
| EFG | ISHARES TR | $153.07万 | 1.16% | 12,303 | -1,398 | -10.2% | -$17.39万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $153.35万 | 1.16% | 166,319 | -102,058 | -38.0% | -$94.10万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $157.06万 | 1.19% | 6,464 | -15 | -0.2% | -$3,645 | 减仓 |
| AAPL | APPLE INC | $158.74万 | 1.20% | 5,486 | 3 | 0.1% | $868 | 加仓 |
| PFE | PFIZER INC | $163.88万 | 1.24% | 68,055 | -77 | -0.1% | -$1,854 | 减仓 |
| IWP | ISHARES TR | $166.86万 | 1.26% | 11,397 | 703 | 6.6% | $10.29万 | 加仓 |
| BOXX | EA SERIES TRUST | $251.82万 | 1.90% | 21,507 | 2,510 | 13.2% | $29.39万 | 加仓 |
| IEFA | ISHARES TR | $261.42万 | 1.97% | 27,067 | 814 | 3.1% | $7.86万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $268.35万 | 2.03% | 22,526 | 222 | 1.0% | $2.64万 | 加仓 |
| IWD | ISHARES TR | $303.05万 | 2.29% | 12,500 | 548 | 4.6% | $13.29万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $356.92万 | 2.70% | 84,299 | -2,783 | -3.2% | -$11.78万 | 减仓 |
| IWF | ISHARES TR | $709.56万 | 5.36% | 57,144 | 628 | 1.1% | $7.80万 | 加仓 |
| DE | DEERE & CO | $1,166.49万 | 8.81% | 18,389 | 9,473 | 106.2% | $600.91万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,159.31万 | 16.31% | 427,670 | 19,876 | 4.9% | $100.35万 | 加仓 |
| SGOV | ISHARES TR | $4,072.77万 | 30.76% | 404,566 | -31,291 | -7.2% | -$315.01万 | 减仓 |