DW

Dynasty Wealth Management, LLC

分散型投资策略趋势追踪型

申报总市值

US$114.7亿

申报季度: 2026-03-31 · 持股只数: 333

Dynasty Wealth Management, LLC在最新一期 13F 报告中披露了 333 项持股，申报期为 2026-03-31，总持股市值约为 US$114.7亿，季度换手率为 41.3%。

机构性格雪花图

集中度
13.14
持仓稳定性
41.28
动能／逆势
100
行业集中度
48.6
多样化
100
仓位均衡度
68.43

近期动向

  • 减仓 ABFL

    -48.9%　-US$2.9亿

  • 减仓 IEMG

    -61.5%　-US$2.7亿

  • 加仓 JAVA

    +71.6%　US$2.5亿

  • 加仓 BAI

    +64.6%　US$2.5亿

  • 加仓 EFV

    +298.6%　US$2.0亿

  • 减仓 IYW

    -64.2%　-US$1.3亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长6.80%-0.34%+12.48%
2BAIIshrs Ai In And Tech Act ETFETF-科技型5.65%+1.75%+64.58%
3DYNFIshrs US E F R A Etf-usd INCETF-其他5.61%-0.08%+16.08%
4PWRDTcw Transform Systems ETFETF-其他5.60%+0.59%+23.90%
5BINCIshares Flex I A Etf-usd INCETF-其他5.44%+0.78%+33.73%
6JAVAJpmorgan Active Value ETFETF-其他5.13%+1.77%+71.63%
7IEFAIshares Core Msci Eafe ETFETF-其他4.69%+0.14%+14.55%
8FBNDFidelity Total Bond ETFETF-其他4.06%+0.15%+18.04%
9SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长3.26%-0.76%-0.50%
10EMOPAB Emrg Mrkt Opportuniti ETFETF-其他3.16%+3.16%NEW
11FBCGFidelity Blue Chip Grow ETFETF-其他3.14%-0.87%-3.44%
12IWFIshares Russell 1000 GrowthETF-其他2.72%—+344.88%
13ABFLAbacus Fcf Leaders ETFETF-其他2.60%-3.16%-48.91%
14AGGIshares Core U.s. AggregateETF-其他2.37%-0.48%-5.76%
15EFVIshares Msci Eafe Value ETFETF-其他2.28%+1.66%+298.55%
16SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.96%-0.06%+9.71%
17JCPBJpmorgan Core Plus Bond ETFETF-其他1.82%+0.09%+19.22%
18BRTRIshares Total Return Act ETFETF-其他1.76%+1.17%+241.69%
19TLHIshares 10-20 Year TreasuryETF-政府公债1.61%+0.38%+49.38%
20IEMGIshares Core Msci EmergingETF-新兴市场1.58%-2.87%-61.48%
21IYGIshares U.s. Financial ServiETF-其他1.57%+1.09%+309.54%
22MBBIshares Mbs ETFETF-其他1.46%+0.10%+20.81%
23GOVTIshares US Treasury Bond ETFETF-政府公债1.32%+1.21%+1316.73%
24IYKIshares US Consumer StaplesETF-其他1.30%+1.30%NEW
25HEFAIsha Curr Hedged Msci EafeETF-其他1.29%—-2.27%
26IWDIshares Russell 1000 Value EETF-其他1.23%+0.41%+66.32%
27IEIIshares 3-7 Year Treasury BoETF-政府公债1.12%-0.25%-7.30%
28GLDSpdr Gold SharesETF-避险与商品1.08%+0.02%+5.18%
29JIREJpmorgan Int Res Enh EqtyETF-其他0.96%-0.23%-9.94%
30IJHIshares Core S&p Midcap ETFETF-其他0.87%+0.68%+401.37%
31EMGFIshares Emerging Markets EquETF-新兴市场0.84%+0.09%+21.07%
32FDVVFidelity High Dividend ETFETF-其他0.83%+0.39%+120.63%
33DGROIshares Core Dividend GrowthETF-其他0.78%+0.77%+15189.68%
34IAUIshares Gold TrustETF-避险与商品0.78%—-14.80%
35INMUIshares Intermediate Muni InETF-其他0.69%+0.28%+88.57%
36ABLDAba Fcf Ral Aset Lad Etf-usdETF-其他0.64%+0.64%NEW
37XLFSs Financial Select SectorETF-其他0.61%-0.33%-18.69%
38FESMFidelity Enhanced Small CapETF-中小型股0.60%—+1.66%
39ITAIshares U.s. Aerospace & DefETF-其他0.60%+0.13%+40.89%
40STIPIshares 0-5 Year Tips Bond EETF-其他0.59%-0.51%-40.59%
41SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.58%—-1.46%
42IYWIshares Ustechnology ETFETF-科技型0.56%-1.37%-64.23%
43MUBIshares National Muni Bond EETF-其他0.49%—+18.25%
44TIPIshares Tips Bond ETFETF-其他0.47%—+4.49%
45IVWIshares S&p 500 Growth ETFETF-大型股与成长0.36%—+7.93%
46JMUBJpmorgan Municipal ETFETF-其他0.35%+0.15%+96.81%
47JBNDJpmorgan Active Bond ETFETF-其他0.32%+0.07%+42.99%
48EFAIshares Msci Eafe ETFETF-其他0.30%—+13.72%
49RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.30%-0.23%-36.90%
50MUNIPimco Intermediate MunicipalETF-其他0.27%—-5.62%
1–50 of 333

本季持股变动

Dynasty Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: AB Emrg Mrkt Opportuniti ETF (EMOP); 清仓: Ishares US Financials ETF (IYF); 新建仓: Ishares US Consumer Staples (IYK); 清仓: Ishares Msci International Q (IQLT); 新建仓: Aba Fcf Ral Aset Lad Etf-usd (ABLD).

Dynasty Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JAVAJpmorgan Active Value ETF+1.8%+71.63%加仓
2BAIIshrs Ai In And Tech Act ETF+1.8%+64.58%加仓
3EFVIshares Msci Eafe Value ETF+1.7%+298.55%加仓
4GOVTIshares US Treasury Bond ETF+1.2%+1316.73%加仓
5BRTRIshares Total Return Act ETF+1.2%+241.69%加仓
6IYGIshares U.s. Financial Servi+1.1%+309.54%加仓
7BINCIshares Flex I A Etf-usd INC+0.8%+33.73%加仓
8DGROIshares Core Dividend Growth+0.8%+15189.68%加仓
9IJHIshares Core S&p Midcap ETF+0.7%+401.37%加仓
10PWRDTcw Transform Systems ETF+0.6%+23.90%加仓
11IWDIshares Russell 1000 Value E+0.4%+66.32%加仓
12FDVVFidelity High Dividend ETF+0.4%+120.63%加仓
13TLHIshares 10-20 Year Treasury+0.4%+49.38%加仓
14INMUIshares Intermediate Muni In+0.3%+88.57%加仓
15FBNDFidelity Total Bond ETF+0.2%+18.04%加仓
16JMUBJpmorgan Municipal ETF+0.2%+96.81%加仓
17IEFAIshares Core Msci Eafe ETF+0.1%+14.55%加仓
18ITAIshares U.s. Aerospace & Def+0.1%+40.89%加仓
19MBBIshares Mbs ETF+0.1%+20.81%加仓
20JCPBJpmorgan Core Plus Bond ETF+0.1%+19.22%加仓
21EMGFIshares Emerging Markets Equ+0.1%+21.07%加仓
22JBNDJpmorgan Active Bond ETF+0.1%+42.99%加仓
23GLDSpdr Gold Shares0%+5.18%加仓
24SPYVSs Spdr P S&p 500 Value ETF-0.1%+9.71%加仓
25DYNFIshrs US E F R A Etf-usd INC-0.1%+16.08%加仓
26RSPInvesco S&p 500 Equal Weight-0.2%-36.90%减仓
27JIREJpmorgan Int Res Enh Eqty-0.2%-9.94%减仓
28IEIIshares 3-7 Year Treasury Bo-0.3%-7.30%减仓
29EMBIshares Jp Morgan Usd Emergi-0.3%-97.35%减仓
30XLFSs Financial Select Sector-0.3%-18.69%减仓
31IVVIshares Core S&p 500 ETF-0.3%+12.48%加仓
32EFGIshares Msci Eafe Growth ETF-0.4%-75.38%减仓
33AGGIshares Core U.s. Aggregate-0.5%-5.76%减仓
34STIPIshares 0-5 Year Tips Bond E-0.5%-40.59%减仓
35IGSBIshares 1-5y Inv Grade CORP-0.6%-97.62%减仓
36USMVIshares Msci USA Min Vol Fac-0.7%-76.22%减仓
37SPYGSs Spdr P S&p 500 Growth ETF-0.8%-0.50%减仓
38FBCGFidelity Blue Chip Grow ETF-0.9%-3.44%减仓
39IYWIshares Ustechnology ETF-1.4%-64.23%减仓
40IEMGIshares Core Msci Emerging-2.9%-61.48%减仓
41ABFLAbacus Fcf Leaders ETF-3.2%-48.91%减仓
42EMOPAB Emrg Mrkt Opportuniti ETF—NEW新建仓
43IYFIshares US Financials ETF—EXIT清仓
44IYKIshares US Consumer Staples—NEW新建仓
45IQLTIshares Msci International Q—EXIT清仓
46ABLDAba Fcf Ral Aset Lad Etf-usd—NEW新建仓
47TLTIshares 20+ Year Treasury Bd—EXIT清仓
48OEFIshares S&p 100 ETF—EXIT清仓
49IJRIshares Core S&p Small-cap E—EXIT清仓
50ICVTIshares Convertible Bond ETF—EXIT清仓

FAQ

Dynasty Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Dynasty Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$114.7亿，分布在 333 个已申报仓位之中。
Dynasty Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Dynasty Wealth Management, LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$7.8亿 (6.8%) 2. Ishrs Ai In And Tech Act ETF (BAI) — US$6.5亿 (5.7%) 3. Ishrs US E F R A Etf-usd INC (DYNF) — US$6.4亿 (5.6%) 4. Tcw Transform Systems ETF (PWRD) — US$6.4亿 (5.6%) 5. Ishares Flex I A Etf-usd INC (BINC) — US$6.2亿 (5.4%)
Dynasty Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Dynasty Wealth Management, LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 26 个既有持股、减仓 15 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: AB Emrg Mrkt Opportuniti ETF (EMOP); 清仓: Ishares US Financials ETF (IYF); 新建仓: Ishares US Consumer Staples (IYK); 清仓: Ishares Msci International Q (IQLT); 新建仓: Aba Fcf Ral Aset Lad Etf-usd (ABLD)
Dynasty Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Dynasty Wealth Management, LLC 的主要板块分布如下： • Information Technology: 31.8% • Financials: 13.9% • Health Care: 9.7% • Communication Services: 9.3% • Industrials: 9.2% • Consumer Discretionary: 8.1%