Dynasty Wealth Management, LLC 13F 持仓 · 2026年Q2
Dynasty Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 367 只证券，申报市值合计 134.57 亿美元。前几大持仓：IVV（6.81%）、DYNF（5.91%）、BAI（5.54%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $916.7M | 6.81% | 1.2M | 增持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $794.7M | 5.91% | 11.7M | 增持 |
| 3 | BAI | BLACKROCK ETF TRUST | $746.0M | 5.54% | 14.2M | 减持 |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | $718.9M | 5.34% | 9.1M | 增持 |
| 5 | BINC | BLACKROCK ETF TRUST II | $686.8M | 5.10% | 13.1M | 增持 |
| 6 | PWRD | TCW ETF TRUST | $679.1M | 5.05% | 5.5M | 减持 |
| 7 | IEFA | ISHARES TR | $610.9M | 4.54% | 6.3M | 增持 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $499.0M | 3.71% | 11.0M | 增持 |
| 9 | SPYG | SPDR SERIES TRUST | $453.5M | 3.37% | 3.8M | 减持 |
| 10 | EMOP | AB ACTIVE ETFS INC | $450.5M | 3.35% | 8.6M | 增持 |
| 11 | FBCG | FIDELITY COVINGTON TRUST | $438.2M | 3.26% | 7.1M | 减持 |
| 12 | IWF | ISHARES TR | $367.0M | 2.73% | 3.0M | 增持 |
| 13 | ABFL | ABACUS FCF ETF TR | $364.5M | 2.71% | 4.2M | 增持 |
| 14 | EFV | ISHARES TR | $359.7M | 2.67% | 4.7M | 增持 |
| 15 | IWB | ISHARES TR | $343.2M | 2.55% | 838,203 | 增持 |
| 16 | AGG | ISHARES TR | $287.0M | 2.13% | 2.9M | 增持 |
| 17 | IEMG | ISHARES INC | $262.5M | 1.95% | 3.2M | 增持 |
| 18 | SPYV | SPDR SERIES TRUST | $248.2M | 1.84% | 4.1M | 增持 |
| 19 | BRTR | BLACKROCK ETF TRUST II | $244.5M | 1.82% | 4.9M | 增持 |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $235.6M | 1.75% | 5.0M | 增持 |
| 21 | TLH | ISHARES TR | $205.7M | 1.53% | 2.1M | 增持 |
| 22 | GOVT | ISHARES TR | $180.7M | 1.34% | 7.9M | 增持 |
| 23 | IWD | ISHARES TR | $175.9M | 1.31% | 725,606 | 增持 |
| 24 | MBB | ISHARES TR | $173.3M | 1.29% | 1.8M | 增持 |
| 25 | HEFA | ISHARES TR | $167.2M | 1.24% | 3.6M | 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