Dynamic Wealth Strategies, LLC 13F 持仓 · 2026年Q2

Dynamic Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 291 只证券，申报市值合计 1.88 亿美元。前几大持仓：BND（8.86%）、IGM（8.84%）、VTV（6.76%）。本季前 25 大持仓中：增持 13 只、减持 12 只。

排名	代码	公司	市值	占组合	股数	变动
1	BND	VANGUARD TOTAL BOND MARKET ETF	$16.6M	8.86%	226,547	增持
2	IGM	ISHARES EXPANDED TECH SECTOR ETF	$16.6M	8.84%	101,456	减持
3	VTV	VANGUARD VALUE ETF	$12.7M	6.76%	58,254	减持
4	VMBS	VANGUARD MORTGAGE-BACKED SECURITIES ETF	$10.8M	5.74%	230,103	增持
5	VGIT	VANGUARD INTERMEDIATE-TERM TREASURY ETF	$9.0M	4.82%	153,434	增持
6	VGSH	VANGUARD SHORT-TERM TREASURY ETF	$9.0M	4.78%	154,092	增持
7	SPHQ	INVESCO S&P 500 QUALITY ETF	$8.5M	4.51%	93,951	减持
8	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	$6.7M	3.59%	56,634	增持
9	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$6.7M	3.55%	93,562	减持
10	EFA	ISHARES MSCI EAFE ETF	$6.2M	3.28%	59,249	减持
11	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	$6.0M	3.18%	58,338	减持
12	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	$4.4M	2.34%	46,469	增持
13	GSLC	TR ACTIVEBETA US LARGE CAP EQUITY ETF	$4.1M	2.16%	28,608	增持
14	EFV	ISHARES MSCI EAFE VALUE ETF	$3.7M	1.96%	48,057	减持
15	EWJ	ISHARES MSCI JAPAN ETF	$3.6M	1.92%	38,675	减持
16	IGV	ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	$3.3M	1.77%	36,691	增持
17	XLF	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	$3.1M	1.67%	58,483	增持
18	SPIB	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	$3.0M	1.60%	89,653	增持
19	VO	VANGUARD MID-CAP ETF	$2.5M	1.35%	31,410	增持
20	XLC	STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	$2.5M	1.33%	23,286	增持
21	GDX	VANECK GOLD MINERS ETF	$2.4M	1.26%	31,278	减持
22	TLT	ISHARES 20 YEAR TREASURY BOND ETF	$1.9M	1.03%	22,363	减持
23	XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	$1.9M	1.00%	11,809	增持
24	COPX	GLOBAL X COPPER MINERS ETF	$1.7M	0.93%	22,703	减持
25	SMLF	ISHARES U.S. SMALLCAP EQUITY FACTOR ETF	$1.7M	0.88%	18,554	减持

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