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Dynasty财富管理 · 13F 持仓分析
期权收益计算器 机构排行

Dynasty财富管理

Dynasty Wealth Management, LLCNo.485 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$134.58亿
环比变动 Q1 2026
+$19.89亿+17.3%
持仓股票数
367
新买入
71
加仓
126
减仓
170
清仓
37
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
6.81%6.8%$9.17亿122.4万股$7.80亿119.3万股+3.1万股+2.57%加仓
B贝莱德ETF信托DYNF
5.9%5.61%$7.95亿1,168.5万股$6.44亿1,106.2万股+62.3万股+5.63%加仓
B贝莱德ETF信托BAI
5.54%5.65%$7.46亿1,415.1万股$6.48亿1,965.1万股-550.0万股-27.99%减仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
5.34%5.13%$7.19亿905.3万股$5.88亿819.8万股+85.5万股+10.43%加仓
B贝莱德·ETF TRUST IIBINC
5.1%5.44%$6.87亿1,312.2万股$6.24亿1,202.6万股+109.6万股+9.12%加仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
5.05%5.6%$6.79亿552.3万股$6.42亿657.0万股-104.7万股-15.94%减仓
IiShares安硕信托IEFA
4.54%4.69%$6.11亿632.6万股$5.37亿593.7万股+38.9万股+6.55%加仓
F富达·MERRIMACK STR TRFBND
3.71%4.06%$4.99亿1,097.0万股$4.66亿1,021.1万股+75.9万股+7.44%加仓
SSPDR道富系列信托SPYG
3.37%3.26%$4.54亿381.2万股$3.74亿381.7万股-5,011股-0.13%减仓
AAB EMERGING MARKETS OPPORTUNITIES ETFEMOP
3.35%3.16%$4.51亿862.5万股$3.62亿825.8万股+36.7万股+4.45%加仓
F富达Covington信托FBCG
3.26%3.14%$4.38亿705.5万股$3.60亿718.6万股-13.2万股-1.83%减仓
IiShares安硕·RUSSELLIWF
2.73%2.72%$3.67亿295.6万股$3.12亿292.5万股+3.0万股+1.04%加仓
AABACUS FCF ETF TRABFL
2.71%2.6%$3.64亿424.5万股$2.99亿419.9万股+4.6万股+1.09%加仓
IiShares安硕信托EFV
2.67%2.28%$3.60亿469.9万股$2.62亿352.2万股+117.7万股+33.42%加仓
IiShares安硕·RUSSELLIWB
2.55%0.01%$3.43亿83.8万股$70.6万1,981股+83.6万股+42,212.12%加仓
IiShares安硕信托AGG
2.13%2.37%$2.87亿290.0万股$2.72亿274.0万股+16.0万股+5.84%加仓
IiShares安硕IEMG
1.95%1.58%$2.62亿316.9万股$1.81亿259.6万股+57.2万股+22.04%加仓
S道富SPYV
1.84%1.96%$2.48亿408.4万股$2.25亿397.2万股+11.2万股+2.81%加仓
B贝莱德·ETF TRUST IIBRTR
1.82%1.76%$2.44亿485.8万股$2.02亿402.7万股+83.1万股+20.64%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
1.75%1.82%$2.36亿501.9万股$2.09亿444.1万股+57.8万股+13.01%加仓
IiShares安硕信托TLH
1.53%1.61%$2.06亿205.0万股$1.85亿183.5万股+21.5万股+11.72%加仓
IiShares安硕信托GJS
1.34%1.32%$1.81亿793.2万股$1.52亿662.9万股+130.3万股+19.65%加仓
IiShares安硕信托IWD
1.31%1.23%$1.76亿72.6万股$1.41亿65.8万股+6.7万股+10.21%加仓
iShares安硕·MBSACGL
1.29%1.46%$1.73亿183.4万股$1.67亿176.0万股+7.3万股+4.16%加仓
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
1.24%1.29%$1.67亿356.3万股$1.48亿347.3万股+9.0万股+2.58%加仓
IiShares安硕信托IEI
1.1%1.12%$1.48亿125.7万股$1.29亿108.5万股+17.2万股+15.86%加仓
IISHARES US FINANCIAL SERVICES ETFIYG
1.04%1.57%$1.40亿154.5万股$1.81亿217.9万股-63.4万股-29.09%减仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.98%0.96%$1.33亿160.7万股$1.10亿145.6万股+15.1万股+10.34%加仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
0.94%1.3%$1.26亿174.0万股$1.49亿212.9万股-38.8万股-18.24%减仓
SSPDR黄金信托GLD
0.9%1.08%$1.20亿32.7万股$1.24亿28.7万股+4.0万股+13.77%加仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
0.87%0.84%$1.17亿159.8万股$9,604.8万158.9万股+8,271股+0.52%加仓
IiShares安硕·COREIJH
0.85%0.87%$1.14亿147.9万股$9,930.2万147.0万股+8,643股+0.59%加仓
F富达Covington信托FDVV
0.85%0.83%$1.14亿188.8万股$9,526.5万172.5万股+16.4万股+9.48%加仓
IiShares安硕信托DGRO
0.75%0.78%$1.01亿132.9万股$8,992.0万128.1万股+4.8万股+3.74%加仓
B贝莱德·ETF TRUST IIINMU
0.71%0.69%$9,510.3万392.2万股$7,867.0万329.0万股+63.2万股+19.19%加仓
F富达Covington信托FESM
0.65%0.6%$8,721.9万180.6万股$6,880.3万181.1万股-4,471股-0.25%减仓
IiShares安硕信托ITA
0.63%0.6%$8,447.9万34.8万股$6,850.7万31.3万股+3.5万股+11.27%加仓
SSPDR行业精选信托XLF
0.57%0.61%$7,675.2万143.2万股$6,939.7万140.6万股+2.6万股+1.85%加仓
SSPDR标普500 ETFSPY
0.57%0.58%$7,663.3万10.3万股$6,596.6万10.1万股+1,186股+1.17%加仓
IiShares黄金信托IAU
0.57%0.78%$7,654.1万101.4万股$8,919.7万101.2万股+1,882股+0.19%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.56%0.56%$7,589.1万30.1万股$6,399.7万35.3万股-5.2万股-14.71%减仓
IiShares安硕信托STIP
0.5%0.59%$6,787.6万66.4万股$6,723.9万65.0万股+1.4万股+2.20%加仓
J摩根大通交易所交易基金JMUB
0.43%0.35%$5,807.3万114.6万股$3,985.5万79.7万股+34.9万股+43.80%加仓
IiShares安硕信托GVI
0.41%0.49%$5,569.9万51.8万股$5,588.0万52.6万股-8,875股-1.69%减仓
IiShares安硕信托TIP
0.41%0.47%$5,514.7万50.4万股$5,354.3万48.5万股+1.9万股+3.87%加仓
IiShares安硕信托IVW
0.37%0.36%$5,036.3万36.6万股$4,085.9万36.1万股+4,960股+1.37%加仓
J摩根大通交易所交易基金JBND
0.3%0.32%$4,039.7万75.5万股$3,640.7万67.7万股+7.8万股+11.52%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.28%0.3%$3,827.1万36.8万股$3,447.9万35.5万股+1.3万股+3.78%加仓
I景顺交易所交易基金信托RSP
0.28%0.3%$3,783.0万17.8万股$3,397.8万17.7万股+757股+0.43%加仓
IiShares安硕·MSCIQUAL
0.24%0.26%$3,231.4万14.7万股$2,941.1万15.3万股-6,068股-3.96%减仓

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