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Dynamic Wealth Strategies, LLC · 13F 持仓分析
期权收益计算器 机构排行

Dynamic Wealth Strategies, LLC

No.7343 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.88亿
环比变动 Q1 2026
+$1,489.0万+8.6%
持仓股票数
291
新买入
7
加仓
81
减仓
78
清仓
4
持股不变
125
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
V先锋领航·TOTALBND
8.86%9.61%$1,663.1万22.7万股$1,661.4万22.6万股+932股+0.41%加仓
IiShares安硕信托IGM
8.84%6.97%$1,659.6万10.1万股$1,205.4万10.2万股-260股-0.26%减仓
V先锋领航指数基金VTV
6.76%6.66%$1,269.5万5.8万股$1,151.1万5.9万股-417股-0.71%减仓
V先锋领航斯科茨代尔基金VMBS
5.74%5.69%$1,077.1万23.0万股$983.3万20.9万股+2.1万股+9.87%加仓
V先锋领航斯科茨代尔基金VGIT
4.82%5.18%$905.0万15.3万股$895.6万15.0万股+3,039股+2.02%加仓
V先锋领航斯科茨代尔基金VGSH
4.78%0.38%$896.8万15.4万股$65.6万1.1万股+14.3万股+1,275.70%加仓
I景顺·S&PSPHQ
4.51%4.1%$846.5万9.4万股$707.9万9.4万股-202股-0.21%减仓
SSPDR道富系列信托SPYG
3.59%3.03%$673.9万5.7万股$523.1万5.3万股+3,207股+6.00%加仓
V先锋领航·FTSEVEA
3.55%3.53%$666.6万9.4万股$609.8万9.5万股-1,595股-1.68%减仓
IiShares安硕·MSCI EAFE ETFEFA
3.28%3.34%$615.5万5.9万股$576.7万5.9万股-123股-0.21%减仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
3.18%2.71%$596.8万5.8万股$468.9万6.0万股-1,268股-2.13%减仓
IiShares安硕·7-10YRIEF
2.34%1.21%$439.5万4.6万股$208.5万2.2万股+2.5万股+112.71%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
2.16%2.01%$405.9万2.9万股$348.0万2.8万股+800股+2.88%加仓
IiShares安硕信托EFV
1.96%2.16%$367.9万4.8万股$373.6万5.0万股-2,190股-4.36%减仓
IiShares安硕EWJ
1.92%1.96%$360.7万3.9万股$338.7万4.0万股-1,440股-3.59%减仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
1.77%1.41%$332.4万3.7万股$244.2万3.1万股+6,186股+20.28%加仓
SSPDR行业精选信托XLF
1.67%1.55%$313.5万5.8万股$268.0万5.4万股+4,196股+7.73%加仓
S道富SPIB
1.6%1.12%$300.0万9.0万股$192.9万5.8万股+3.2万股+55.90%加仓
V先锋领航·MIDVO
1.35%1.28%$253.1万3.1万股$220.6万7,681股+2.4万股+308.93%加仓
SSPDR行业精选信托XLY
1.33%1.48%$249.5万2.3万股$256.0万2.3万股+194股+0.84%加仓
VVanEck ETF信托GDX
1.26%1.83%$236.0万3.1万股$316.3万3.4万股-3,194股-9.27%减仓
IiShares安硕信托TLT
1.03%1.14%$193.3万2.2万股$196.4万2.3万股-293股-1.29%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1%0.89%$187.4万1.2万股$153.5万1.0万股+1,342股+12.82%加仓
GGlobal X·COPPER MINERS ETFCOPX
0.93%1.2%$174.7万2.3万股$206.9万2.7万股-4,402股-16.24%减仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
0.88%0.97%$165.4万1.9万股$168.4万2.2万股-3,760股-16.85%减仓
V先锋领航·FSTEVWO
0.87%0.77%$164.0万2.7万股$132.5万2.5万股+2,963股+12.09%加仓
IISHARES AAA - A RATED CORPORATE BOND ETFQLTA
0.86%0.79%$162.2万3.4万股$136.0万2.9万股+5,567股+19.49%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.85%0.97%$160.4万5.3万股$167.7万5.6万股-2,324股-4.17%减仓
SSPDR行业精选信托XLK
0.81%0.67%$152.2万7,990股$115.5万8,690股-700股-8.06%减仓
谷歌AGOOGL
0.66%0.63%$123.6万3,459股$108.4万3,770股-311股-8.25%减仓
IiShares安硕EWG
0.65%0.68%$121.8万2.9万股$117.4万3.0万股-137股-0.46%减仓
IiShares安硕信托GVI
0.59%0.64%$110.1万1.0万股$110.1万1.0万股00.00%持仓不变
苹果AAPL
0.47%0.44%$87.6万3,027股$76.6万3,020股+7股+0.23%加仓
英伟达NVDA
0.39%0.41%$73.0万3,648股$71.2万4,081股-433股-10.61%减仓
摩根大通JPM
0.39%0.37%$72.7万2,220股$64.2万2,181股+39股+1.79%加仓
SSPDR行业精选信托XLU
0.38%0.32%$71.5万1.6万股$56.0万1.2万股+3,571股+29.28%加仓
博通AVGO
0.34%0.29%$63.0万1,669股$49.8万1,609股+60股+3.73%加仓
泛林集团LRCX
0.32%0.23%$60.4万1,393股$39.4万1,845股-452股-24.50%减仓
IiShares安硕信托EWU
0.31%0.5%$57.6万1.2万股$87.1万1.9万股-6,630股-34.70%减仓
亚马逊AMZN
0.3%0.3%$55.5万2,329股$51.2万2,457股-128股-5.21%减仓
VVANGUARD EMERGINGVWOB
0.29%0.32%$54.6万8,117股$55.3万8,422股-305股-3.62%减仓
微软MSFT
0.27%0.39%$51.0万1,368股$67.4万1,820股-452股-24.84%减仓
ANALOG DEVICES COMADI
0.26%0.23%$49.1万1,236股$39.3万1,236股00.00%持仓不变
SSPDR黄金信托GLD
0.24%0.3%$44.9万1,218股$52.4万1,218股00.00%持仓不变
F富兰克林邓普顿ETF信托FLGB
0.23%0.25%$43.8万1.2万股$43.0万1.2万股+52股+0.42%加仓
礼来LLY
0.23%0.25%$43.8万365股$42.5万462股-97股-21.00%减仓
SSPDR行业精选信托XLY
0.22%0.23%$42.2万3,600股$39.2万3,600股00.00%持仓不变
V先锋领航指数基金VUG
0.22%0.2%$41.8万4,848股$35.3万808股+4,040股+500.00%加仓
GGILEAD SCIENCES COMGILD
0.21%0.28%$40.1万3,172股$48.4万3,474股-302股-8.69%减仓
洛克希德马丁LMT
0.21%0.24%$39.9万784股$42.1万697股+87股+12.48%加仓

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