Dynamic Advisor Solutions LLC 13F 持仓 · 2026年Q2
Dynamic Advisor Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,030 只证券,申报市值合计 35.29 亿美元。前几大持仓:AAPL(3.29%)、SPYM(2.13%)、NVDA(1.74%)。本季前 25 大持仓中:增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $116.3M | 3.29% | 401,817 | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $75.1M | 2.13% | 854,513 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $61.6M | 1.74% | 307,725 | 减持 |
| 4 | GSLC | GOLDMAN SACHS ETF TR | $51.1M | 1.45% | 359,896 | 增持 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $49.8M | 1.41% | 1.1M | 增持 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $46.4M | 1.32% | 566,467 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $46.4M | 1.32% | 124,487 | 减持 |
| 8 | SCHM | SCHWAB STRATEGIC TR | $44.2M | 1.25% | 1.2M | 增持 |
| 9 | QQQ | INVESCO QQQ TR | $43.8M | 1.24% | 59,533 | 减持 |
| 10 | AMZN | AMAZON COM INC | $40.4M | 1.14% | 169,533 | 减持 |
| 11 | FNDF | SCHWAB STRATEGIC TR | $40.1M | 1.14% | 759,479 | 增持 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $39.9M | 1.13% | 1.4M | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $39.5M | 1.12% | 57,555 | 增持 |
| 14 | GOOGL | ALPHABET INC | $39.3M | 1.11% | 110,095 | 减持 |
| 15 | IEFA | ISHARES TR | $37.4M | 1.06% | 386,991 | 增持 |
| 16 | AVGO | BROADCOM INC | $34.1M | 0.97% | 90,164 | 减持 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $33.1M | 0.94% | 654,851 | 增持 |
| 18 | GTO | INVESCO ACTIVELY MANAGED EXC | $32.8M | 0.93% | 700,663 | 增持 |
| 19 | TSLA | TESLA INC | $32.8M | 0.93% | 77,875 | 减持 |
| 20 | DFAC | DIMENSIONAL ETF TRUST | $32.3M | 0.92% | 728,217 | 减持 |
| 21 | SCHA | SCHWAB STRATEGIC TR | $32.5M | 0.92% | 899,273 | 增持 |
| 22 | SPIB | SPDR SERIES TRUST | $31.4M | 0.89% | 937,504 | 增持 |
| 23 | DFCF | DIMENSIONAL ETF TRUST | $31.1M | 0.88% | 735,680 | 减持 |
| 24 | BND | VANGUARD BD INDEX FDS | $30.8M | 0.87% | 419,060 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $26.7M | 0.76% | 81,651 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR