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機関投資家の保有一覧

Dynamic Advisor Solutions LLC

持ち方
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評価額を取得中
届出上位5銘柄の比重
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保有
450銘柄

Dynamic Advisor Solutions LLC は、2026年6月30日の SEC Form 13F で 450 銘柄の保有を報告しました。届出上位には Apple、NVIDIA、Microsoft が並び、情報技術・一般消費財・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    AA
    AAPLApple
    情報技術・ 390,317 株
    —
  2. 2
    NV
    NVDANVIDIA
    情報技術・ 306,725 株
    —
  3. 3
    MSFTMicrosoft
    情報技術・ 124,487 株
    —
  4. 4
    QQ
    —
  5. 5
    AM
    AMZNAmazon
    一般消費財・ 169,533 株
    —
  6. 6
    GO
    GOOGLAlphabet
    コミュニケーション・サービス・ 110,095 株
    —
  7. 7
    AV
    AVGOBroadcom
    情報技術・ 90,164 株
    —
  8. 8
    ME
    METAMeta Platforms
    コミュニケーション・サービス・ 41,064 株
    —
  9. 9
    TS
    TSLATesla
    一般消費財・ 77,875 株
    —
  10. 10
    JP
    JPMJPMorgan Chase
    金融・ 81,651 株
    —
残り 440 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11GOOGAlphabet67,475—
12CVXChevron102,887—
13CATCaterpillar24,049—
14GLDSPDR GOLD TRUST52,636—
15SPYSPDR S&P 500 ETF TRUST25,530—
16COSTCostco20,108—
17BRK-BBerkshire Hathaway35,077—
18ABBVAbbVie58,816—
19XOMExxon Mobil91,158—
20LLYEli Lilly12,708—
21WMTWalmart139,195—
22HDHome Depot46,678—
23PLTRPalantir Technologies69,935—
24VVisa34,476—
25SHWSherwin-Williams37,316—
26EMREmerson Electric72,039—
27AMDAdvanced Micro Devices17,114—
28JNJJohnson & Johnson39,490—
29ASTSAST SpaceMobile170,975—
30TSMTaiwan Semiconductor Manufacturing19,672—
31MRKMerck64,313—
32CSCOCisco Systems80,402—
33GILDGilead Sciences61,991—
34GEVGE Vernova8,366—
35AMGNAmgen20,237—
36NOCNorthrop Grumman16,441—
37PANWPalo Alto Networks18,998—
38PEPPepsiCo60,561—
39MSMorgan Stanley39,848—
40DEDeere11,025—
41SOSouthern Company89,321—
42NFLXNetflix110,338—
43INGING Groep210,374—
44ANETArista Networks34,126—
45GEGE Aerospace22,520—
46LAMRLamar Advertising48,348—
47BLKBlackRock6,498—
48GSGoldman Sachs7,428—
49KOCoca-Cola77,661—
50DUKDuke Energy56,612—
51DLRDigital Realty Trust36,022—
52IBMIBM28,457—
53ARESAres Management53,717—
54INTCIntel52,738—
55RTXRTX31,443—
56MUMicron Technology5,304—
57MAMastercard10,207—
58AXPAmerican Express18,210—
59BACBank of America101,158—
60IBITiShares Bitcoin Trust ETF113,748—
61LMTLockheed Martin10,713—
62KLACKLA Corporation25,682—
63CRMSalesforce21,591—
64UNPUnion Pacific16,355—
65ORLYO'Reilly Automotive52,335—
66ETNEaton10,138—
67LRCXLam Research12,670—
68UNHUnitedHealth Group11,769—
69UPSUnited Parcel Service47,005—
70MOAltria62,892—
71BNYBNY Mellon29,035—
72PTYPIMCO CORPORATE & INCOME OPPORTUNITY FUND382,350—
73AMATApplied Materials7,787—
74AHRAmerican Healthcare REIT80,337—
75VZVerizon Communications88,765—
76ISRGIntuitive Surgical10,376—
77DHID.R. Horton29,817—
78PWRQuanta Services5,931—
79DRIDarden Restaurants19,630—
80MPCMarathon Petroleum9,308—
81BHKBLACKROCK CORE BOND TRUST479,508—
82ACNAccenture19,455—
83PNCPNC Financial Services17,460—
84CFGCitizens Financial Group58,619—
85PEGPublic Service Enterprise Group55,268—
86ASMLASML Holding2,008—
87PGProcter & Gamble25,299—
88PMPhilip Morris International19,390—
89ULUnilever60,884—
90SLViShares Silver Trust65,211—
91DISWalt Disney34,870—
92INTUIntuit12,571—
93WMWaste Management17,157—
94TXNTexas Instruments11,710—
95NEENextEra Energy44,463—
96RIORio Tinto35,432—
97MCDMcDonald's13,672—
98DDominion Energy51,485—
99CVSCVS Health36,441—
100SPCXSPACE EXPLORATION TECHNOLOGIES CORP19,802—
101VSTVistra22,047—
102CNQCanadian Natural Resources63,168—
103PSXPhillips 6611,026—
104TAT&T119,792—
105HONHoneywell13,276—
106TJXTJX Companies21,170—
107AMTAmerican Tower17,307—
108DVNDevon Energy56,471—
109PSAPublic Storage9,477—
110SPGIS&P Global6,741—
111SYKStryker9,283—
112NVSNovartis17,912—
113ORCLOracle17,689—
114SCHWCharles Schwab25,348—
115MDTMedtronic27,591—
116ELVElevance Health6,157—
117NTRSNorthern Trust Corporation13,867—
118WFCWells Fargo29,305—
119APDAir Products and Chemicals7,871—
120ABTAbbott Laboratories22,378—
121TERTeradyne4,851—
122ECHOEchoStar22,854—
123ADIAnalog Devices5,129—
124EPDEnterprise Products Partners58,898—
125IAUISHARES GOLD TRUST27,189—
126MELIMercadoLibre1,227—
127QCOMQualcomm11,223—
128CMCSAComcast93,976—
129ESEversource Energy31,396—
130ETEnergy Transfer98,868—
131ENBEnbridge43,494—
132COFCapital One Financial10,234—
133MTBM&T Bank9,063—
134CBChubb5,729—
135PHParker Hannifin1,932—
136COPConocoPhillips14,508—
137WMSAdvanced Drainage Systems14,329—
138MSIMotorola Solutions4,067—
139MCHPMicrochip Technology22,283—
140TMOThermo Fisher Scientific2,748—
141BABoeing9,201—
142HONAHoneywell Aerospace Inc.11,469—
143TRVTravelers Companies4,902—
144VRTVertiv Holdings6,886—
145FCXFreeport-McMoRan23,477—
146CSXCSX35,302—
147PFEPfizer60,225—
148DELLDell Technologies2,939—
149CDNSCadence Design Systems4,645—
150STXSeagate Technology1,898—
151PRPLPurple Innovation752,200—
152BMYBristol Myers Squibb25,162—
153OKEONEOK17,363—
154EVRGEvergy19,146—
155VRTXVertex Pharmaceuticals2,984—
156DGDollar General12,592—
157MSTRStrategy9,266—
158BNSBank of Nova Scotia15,784—
159GBCIGlacier Bancorp32,469—
160AZNAstraZeneca9,057—
161LOWLowe's7,797—
162CCJCameco16,214—
163NEMNewmont11,891—
164MRVLMarvell Technology5,032—
165SRESempra17,177—
166EWEdwards Lifesciences15,662—
167ECLEcolab4,868—
168CBOECboe Global Markets4,745—
169BKNGBooking Holdings8,081—
170APHAmphenol14,713—
171LINLinde2,653—
172VNTVontier39,848—
173CCitigroup9,786—
174SPXXNuveen S&P 500 Dynamic Overwrite Fund66,356—
175ADBEAdobe5,149—
176GLGlobe Life7,385—
177NBISNebius Group4,876—
178CEGConstellation Energy4,571—
179EMEEMCOR Group1,480—
180MCKMcKesson1,286—
181ORealty Income21,399—
182MDYSPDR S&P MIDCAP 400 ETF TRUST1,727—
183BPREBluerock Private Real Estate Fund90,672—
184URIUnited Rentals1,053—
185SPOTSpotify Technology2,345—
186AXONAxon Enterprise2,677—
187MMM3M6,826—
188ALLAllstate4,930—
189CRWDCrowdStrike4,072—
190ICFIICF International13,355—
191DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST2,106—
192SYYSysco13,783—
193PRMBPrimo Brands54,329—
194BXBlackstone9,482—
195EOGEOG Resources7,440—
196HCAHCA Healthcare2,440—
197SHELShell10,725—
198HASIHA Sustainable Infrastructure Capital28,447—
199WMBWilliams Companies14,489—
200ROPRoper Technologies2,800—
201MNSTMonster Beverage22,930—
202RYRoyal Bank of Canada4,953—
203USARUSA Rare Earth70,639—
204IQVIQVIA Holdings3,712—
205GDGeneral Dynamics2,895—
206ITWIllinois Tool Works3,626—
207MDLZMondelez International16,336—
208GOFGUGGENHEIM STRATEGIC OPPORTUNITIES FUND108,583—
209GLDICREDIT SUISSE AG6,685—
210WIWWESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND115,200—
211ALCAlcon14,268—
212UBERUber Technologies13,019—
213ADPAutomatic Data Processing3,293—
214EQIXEquinix813—
215NSCNorfolk Southern2,594—
216CRHCRH10,008—
217DCIDonaldson9,245—
218APPAppLovin2,942—
219ITTITT Inc3,823—
220SBUXStarbucks8,316—
221RSSSResearch Solutions365,599—
222ESABESAB Corp11,137—
223NOWServiceNow5,727—
224TMUST-Mobile US4,664—
225EVREvercore2,915—
226CMICummins1,440—
227CORCencora2,457—
228GLDMWorld Gold Trust9,227—
229JCIJohnson Controls4,804—
230SNDKSandisk428—
231RGLDRoyal Gold3,126—
232AEPAmerican Electric Power6,115—
233FDXFedEx2,503—
234WPMWheaton Precious Metals5,297—
235GABGABELLI EQUITY TRUST INC137,419—
236VLOValero Energy1,772—
237TRGPTarga Resources2,530—
238ENOVEnovis40,070—
239AWIArmstrong World Industries4,362—
240LNGCheniere Energy2,618—
241NTICNorthern Technologies International91,695—
242HSBCHSBC Holdings7,330—
243FANGDiamondback Energy3,796—
244USBU.S. Bancorp12,053—
245SNOWSnowflake2,026—
246MPLXMPLX12,251—
247CMECME Group2,608—
248BPBP p.l.c.15,201—
249NUENucor2,827—
250TTEKTetra Tech20,443—
251NETCloudflare1,894—
252APOApollo Global Management5,670—
253ZTSZoetis9,156—
254GLWCorning3,876—
255DXCDXC Technology57,270—
256AZOAutoZone223—
257MUFGMitsubishi UFJ Financial Group27,115—
258WATWaters Corp1,450—
259GDOWESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC.62,526—
260SNPSSynopsys1,237—
261WRBW. R. Berkley8,661—
262TRIThomson Reuters6,031—
263KKRKKR & Co6,519—
264TTTrane Technologies1,266—
265SAPSAP2,793—
266WDCWestern Digital1,390—
267TTWOTake-Two Interactive2,834—
268CLColgate-Palmolive6,688—
269DXCMDexcom6,421—
270NUWNuveen AMT-Free Municipal Value Fund40,572—
271ASXASE Technology11,274—
272RBARB Global6,495—
273KMIKinder Morgan17,063—
274GISGeneral Mills16,523—
275BTIBritish American Tobacco9,943—
276XYLXylem5,126—
277ETREntergy5,069—
278LKQLKQ Corporation22,253—
279PAYXPaychex5,079—
280NVONovo Nordisk13,464—
281QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund16,017—
282CICigna1,757—
283RKLBRocket Lab6,398—
284INBXInhibrx Biosciences4,824—
285EDFVirtus Stone Harbor Emerging Markets Income Fund92,964—
286GWRSGlobal Water Resources55,785—
287LFTOLiftoff Mobile, Inc.29,659—
288MKCMcCormick & Company9,782—
289JOFJAPAN SMALLER CAPITALIZATION FUND INC34,366—
290KMBKimberly-Clark4,590—
291NCLHNorwegian Cruise Line Holdings28,556—
292EDConsolidated Edison4,158—
293SHOPShopify2,839—
294GBTCGrayscale Bitcoin Trust ETF6,570—
295HPEHewlett Packard Enterprise6,156—
296PKGPackaging Corp of America1,866—
297CXCemex42,732—
298TWLOTwilio1,374—
299CCICrown Castle6,040—
300AJGArthur J. Gallagher & Co.1,772—
301OXYOccidental Petroleum6,864—
302ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund26,640—
303WPCW. P. Carey6,165—
304FTNTFortinet2,184—
305ADSKAutodesk1,833—
306TGTTarget2,462—
307CRWVCoreWeave4,280—
308ICEIntercontinental Exchange2,551—
309NTAPNetApp1,683—
310ONBOld National Bancorp15,013—
311CMGChipotle Mexican Grill11,573—
312METMetLife3,948—
313CAHCardinal Health1,624—
314FNFFidelity National Financial9,425—
315AGNCAGNC Investment41,821—
316SCCOSouthern Copper1,729—
317SLBSchlumberger7,235—
318WECWEC Energy Group3,457—
319WELLWelltower1,541—
320HIGHartford Insurance Group2,783—
321FLSFlowserve4,682—
322CLMCornerstone Strategic Investment Fund, Inc.54,125—
323LHLabcorp Holdings1,117—
324SSNCSS&C Technologies4,355—
325PLDPrologis2,643—
326BABAAlibaba Group3,216—
327UMCUnited Microelectronics12,914—
328CBRECBRE Group2,608—
329THCTenet Healthcare1,302—
330CTASCintas1,744—
331STZConstellation Brands2,977—
332MSDMORGAN STANLEY EMERGING MARKETS DEBT FUND INC49,899—
333DKNGDraftKings18,000—
334STLDSteel Dynamics1,435—
335NDAQNasdaq3,675—
336BSXBoston Scientific7,766—
337HOODRobinhood Markets2,927—
338PGRProgressive1,567—
339DHRDanaher1,536—
340RCLRoyal Caribbean Cruises1,179—
341DALDelta Air Lines3,871—
342WBDWBD10,478—
343BTCGrayscale Bitcoin Mini Trust ETF8,663—
344CARRCarrier Global5,801—
345NXPINXP Semiconductors1,305—
346GSKGSK6,701—
347CLSCelestica800—
348MARMarriott International861—
349EVTEaton Vance Tax-Advantaged Dividend Income Fund10,915—
350STESTERIS1,450—
351SANBanco Santander22,037—
352TROWT. Rowe Price2,800—
353CSQCALAMOS STRATEGIC TOTAL RETURN FUND14,275—
354RJFRaymond James Financial1,835—
355CNMCore & Main6,943—
356ROSTRoss Stores1,256—
357IVRInvesco Mortgage Capital50,165—
358ATNIATN International10,236—
359MRSHMarsh & McLennan1,677—
360APAAPA Corporation6,495—
361KEYSKeysight Technologies733—
362WFWoori Financial Group3,733—
363TMToyota Motor1,543—
364SUSuncor Energy4,016—
365KNXKnight-Swift Transportation4,149—
366MGFABERDEEN GOVERNMENT MARKETS INCOME FUND101,447—
367ADMArcher-Daniels-Midland3,416—
368FITBFifth Third Bancorp5,331—
369EIXEdison International5,030—
370DOXAmdocs4,645—
371TWTradeweb Markets2,634—
372BENFranklin Resources8,167—
373IBNICICI Bank9,736—
374HLTHilton Worldwide819—
375AAgilent Technologies1,549—
376SHGShinhan Financial Group3,316—
377HALHalliburton8,072—
378HWMHowmet Aerospace1,110—
379ELEstée Lauder2,780—
380IDXXIDEXX Laboratories493—
381MPWRMonolithic Power Systems174—
382LHXL3Harris Technologies1,057—
383PHMPulteGroup2,156—
384PYPLPayPal Holdings4,723—
385RSIRush Street Interactive12,386—
386NWSANews Corp8,621—
387PRUPrudential Financial2,192—
388APLDApplied Digital9,702—
389OMCOmnicom Group3,307—
390DEODiageo2,862—
391BUDAnheuser-Busch InBev3,302—
392NKENike6,976—
393VICIVICI Properties10,330—
394HSYHershey1,455—
395ATIATI Inc.1,207—
396MKSIMKS Inc828—
397UBSUBS Group4,830—
398EFTEaton Vance Floating-Rate Income Trust21,520—
399ARMARM Holdings740—
400OWLTOwlet44,645—
401ALABAstera Labs633—
402GBDCGolub Capital BDC17,567—
403BHPBHP Group2,540—
404FHNFirst Horizon9,128—
405GMGeneral Motors2,707—
406XYZBlock2,819—
407SANMSanmina906—
408FISFidelity National Information Services6,316—
409CPCanadian Pacific Kansas City2,375—
410GWWW.W. Grainger159—
411IRMIron Mountain1,791—
412UUUUEnergy Fuels18,766—
413ETYEaton Vance Tax-Managed Diversified Equity Income Fund14,113—
414FFord Motor16,335—
415ARCCAres Capital10,441—
416LUVSouthwest Airlines4,523—
417BSLBlackstone Senior Floating Rate 2027 Term Fund14,323—
418CSTMConstellium7,606—
419AEISAdvanced Energy Industries600—
420MKLMarkel Group105—
421NMZNUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND20,299—
422SOLSSolstice Advanced Materials3,098—
423BNBrookfield Corporation4,792—
424CLXClorox2,179—
425RBLXRoblox3,916—
426CIKCREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC.73,477—
427TOLToll Brothers1,241—
428CIENCiena421—
429FAXABRDN ASIA-PACIFIC INCOME FUND, INC.10,195—
430GUTGABELLI UTILITY TRUST21,111—
431VGMInvesco Trust for Investment Grade Municipals14,050—
432MBLYMobileye Global15,989—
433PPTFRANKLIN PREMIER INCOME TRUST35,887—
434OPENOpendoor Technologies45,149—
435ERCALLSPRING MULTI-SECTOR INCOME FUND12,816—
436EVGEaton Vance Short Duration Diversified Income Fund10,081—
437BOSCBOS Better Online Solutions21,686—
438NWLNewell Brands18,524—
439WITWipro49,655—
440WRNWestern Copper & Gold36,140—
441LYGLloyds Banking Group14,256—
442ALTOAlto Ingredients19,010—
443BBAIBigBear.ai24,982—
444SNAPSnap10,506—
445SBSSabesp10,503—
446CTVACorteva4,072—
447SIDUSidus Space26,202—
448DGXXDigi Power X12,052—
449PLUGPlug Power10,733—
450PLGPlatinum Group Metals14,597—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。