Diversified Portfolios, Inc.
Bloomfield Hills MI · SEC CIK 0001634212
$13.79亿2026Q2 申报市值
201持仓数
52.0%前十大占比 · 第一大 12.4%
27 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JMTG 加仓+$2,831.65万
VCRB 加仓+$1,389.69万
AVES 新建仓+$770.28万
NUSHARES ETF TR 加仓+$668.99万
JMUB 加仓+$552.73万
2026Q2 卖出最多 按季末市值估算
JBND 减仓-$2,158.35万
AVEM 减仓-$854.96万
REET 减仓-$386.78万
TOTL 减仓-$337.12万
ICSH 减仓-$147.41万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.71亿 | 12.42% | 462,767 | 4,913 | 1.1% | $181.80万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1.06亿 | 7.70% | 1,374,618 | 179,935 | 15.1% | $1,389.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $8,869.25万 | 6.43% | 994,311 | 61,615 | 6.6% | $549.61万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $8,474.12万 | 6.15% | 1,583,948 | -403,430 | -20.3% | -$2,158.35万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $6,374.63万 | 4.62% | 1,335,001 | -1,421 | -0.1% | -$6.79万 | 减仓 |
| ICSH | ISHARES TR | $5,431.16万 | 3.94% | 1,073,775 | -29,143 | -2.6% | -$147.41万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,711.98万 | 3.42% | 488,339 | -88,606 | -15.4% | -$854.96万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4,052.24万 | 2.94% | 1,024,846 | 108,401 | 11.8% | $428.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,051.57万 | 2.21% | 40,864 | 1,013 | 2.5% | $75.65万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2,995.54万 | 2.17% | 591,070 | 558,730 | 1,727.7% | $2,831.65万 | 加仓 |
| — | NUSHARES ETF TR | $2,945.68万 | 2.14% | 1,174,514 | 266,741 | 29.4% | $668.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,850.22万 | 2.07% | 734,781 | 39,339 | 5.7% | $152.60万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,801.26万 | 2.03% | 696,657 | -3,248 | -0.5% | -$13.06万 | 减仓 |
| IVV | ISHARES TR | $2,702.54万 | 1.96% | 36,087 | -32 | -0.1% | -$2.40万 | 减仓 |
| IWV | ISHARES TR | $2,399.78万 | 1.74% | 56,280 | -76 | -0.1% | -$3.24万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,926.53万 | 1.40% | 380,323 | 109,117 | 40.2% | $552.73万 | 加仓 |
| FLOT | ISHARES TR | $1,907.82万 | 1.38% | 373,717 | -20,001 | -5.1% | -$102.11万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1,893.11万 | 1.37% | 57,120 | -63 | -0.1% | -$2.09万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $1,803.63万 | 1.31% | 232,499 | 39,141 | 20.2% | $303.64万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,631.28万 | 1.18% | 74,853 | -270 | -0.4% | -$5.88万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,612.52万 | 1.17% | 390,913 | 3,969 | 1.0% | $16.37万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,606.78万 | 1.17% | 121,505 | -9,008 | -6.9% | -$119.12万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,604.01万 | 1.16% | 291,586 | -2,864 | -1.0% | -$15.75万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,322.61万 | 0.96% | 379,951 | -6,176 | -1.6% | -$21.50万 | 减仓 |
| MUB | ISHARES TR | $1,258.27万 | 0.91% | 116,918 | -5,780 | -4.7% | -$62.20万 | 减仓 |
| IWM | ISHARES TR | $1,198.51万 | 0.87% | 39,890 | -224 | -0.6% | -$6.73万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,187.07万 | 0.86% | 234,692 | 91,199 | 63.6% | $461.28万 | 加仓 |
| CLOI | VANECK ETF TRUST | $1,181.21万 | 0.86% | 223,081 | 100,444 | 81.9% | $531.85万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,094.37万 | 0.79% | 214,582 | -28,304 | -11.7% | -$144.35万 | 减仓 |
| REET | ISHARES TR | $979.00万 | 0.71% | 354,453 | -140,037 | -28.3% | -$386.78万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $969.93万 | 0.70% | 112,600 | 1,240 | 1.1% | $10.68万 | 加仓 |
| AAPL | APPLE INC | $961.27万 | 0.70% | 33,220 | 9,459 | 39.8% | $273.71万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $905.66万 | 0.66% | 72,592 | 1,108 | 1.5% | $13.82万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $872.39万 | 0.63% | 105,950 | -13,370 | -11.2% | -$110.09万 | 减仓 |
| ITOT | ISHARES TR | $853.56万 | 0.62% | 51,961 | 192 | 0.4% | $3.15万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $837.73万 | 0.61% | 162,068 | -871 | -0.5% | -$4.50万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $770.28万 | 0.56% | 117,421 | 117,421 | — | $770.28万 | 新建仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $756.33万 | 0.55% | 150,334 | 69,093 | 85.0% | $347.61万 | 加仓 |
| IUSB | ISHARES TR | $716.01万 | 0.52% | 155,148 | -2,707 | -1.7% | -$12.49万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $694.16万 | 0.50% | 89,097 | -6,304 | -6.6% | -$49.11万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $666.94万 | 0.48% | 9,483 | -196 | -2.0% | -$13.78万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $638.12万 | 0.46% | 220,347 | -4,553 | -2.0% | -$13.19万 | 减仓 |
| IWD | ISHARES TR | $591.82万 | 0.43% | 24,412 | -103 | -0.4% | -$2.50万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $581.22万 | 0.42% | 147,256 | -85,412 | -36.7% | -$337.12万 | 减仓 |
| IGSB | ISHARES TR | $537.80万 | 0.39% | 102,614 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $487.24万 | 0.35% | 69,706 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $486.35万 | 0.35% | 39,168 | 692 | 1.8% | $8.59万 | 加仓 |
| IVW | ISHARES TR | $459.92万 | 0.33% | 33,442 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $446.75万 | 0.32% | 95,439 | 10,876 | 12.9% | $50.91万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $433.70万 | 0.31% | 17,849 | 62 | 0.3% | $1.51万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $431.97万 | 0.31% | 33,798 | -15 | -0.0% | -$1,917 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $410.93万 | 0.30% | 42,614 | -9,486 | -18.2% | -$91.47万 | 减仓 |
| SUB | ISHARES TR | $398.86万 | 0.29% | 37,462 | -5,702 | -13.2% | -$60.71万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $383.75万 | 0.28% | 90,915 | 16,450 | 22.1% | $69.44万 | 加仓 |
| IJR | ISHARES TR | $373.36万 | 0.27% | 25,174 | -1,105 | -4.2% | -$16.39万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $364.45万 | 0.26% | 44,112 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $344.36万 | 0.25% | 21,791 | -32 | -0.1% | -$5,057 | 减仓 |
| AMZN | AMAZON COM INC | $340.59万 | 0.25% | 14,290 | 620 | 4.5% | $14.78万 | 加仓 |
| IEMG | ISHARES INC | $331.41万 | 0.24% | 40,006 | -4,949 | -11.0% | -$41.00万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $312.58万 | 0.23% | 59,893 | 3,886 | 6.9% | $20.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $306.92万 | 0.22% | 43,076 | -2,094 | -4.6% | -$14.92万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $300.50万 | 0.22% | 38,024 | 80 | 0.2% | $6,322 | 加仓 |
| IJH | ISHARES TR | $298.51万 | 0.22% | 38,712 | -451 | -1.2% | -$3.48万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $291.49万 | 0.21% | 105,232 | 4,955 | 4.9% | $13.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $291.35万 | 0.21% | 4,242 | 224 | 5.6% | $15.38万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $290.33万 | 0.21% | 114,124 | 8,870 | 8.4% | $22.57万 | 加仓 |
| MUNI | PIMCO ETF TR | $280.62万 | 0.20% | 53,349 | 48,411 | 980.4% | $254.64万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $279.49万 | 0.20% | 33,816 | -5,889 | -14.8% | -$48.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $269.15万 | 0.20% | 3,655 | 398 | 12.2% | $29.31万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $262.58万 | 0.19% | 32,046 | 5,036 | 18.6% | $41.26万 | 加仓 |
| UMBF | UMB FINL CORP | $253.96万 | 0.18% | 17,789 | -94 | -0.5% | -$1.34万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $253.80万 | 0.18% | 33,090 | -3,082 | -8.5% | -$23.64万 | 减仓 |
| IGIB | ISHARES TR | $239.66万 | 0.17% | 45,075 | 18,173 | 67.6% | $96.63万 | 加仓 |
| LLY | ELI LILLY & CO | $225.97万 | 0.16% | 1,884 | -152 | -7.5% | -$18.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $209.99万 | 0.15% | 5,629 | 1,459 | 35.0% | $54.43万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $198.22万 | 0.14% | 38,833 | -7,595 | -16.4% | -$38.77万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $194.06万 | 0.14% | 35,924 | 12,607 | 54.1% | $68.10万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $189.37万 | 0.14% | 21,393 | 0 | 0.0% | — | 不变 |
| FLXR | TCW ETF TRUST | $189.18万 | 0.14% | 48,248 | 6,866 | 16.6% | $26.92万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $186.63万 | 0.14% | 18,422 | -1,408 | -7.1% | -$14.26万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $186.09万 | 0.13% | 24,357 | 24,357 | — | $186.09万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $181.99万 | 0.13% | 36,044 | 8,747 | 32.0% | $44.16万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $169.34万 | 0.12% | 15,929 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $168.15万 | 0.12% | 5,137 | 471 | 10.1% | $15.42万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $166.55万 | 0.12% | 30,825 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $165.19万 | 0.12% | 7,275 | 50 | 0.7% | $1.14万 | 加仓 |
| ABBV | ABBVIE INC | $165.00万 | 0.12% | 6,557 | 1,664 | 34.0% | $41.87万 | 加仓 |
| — | VANECK ETF TRUST | $158.33万 | 0.11% | 31,346 | 2,166 | 7.4% | $10.94万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $150.98万 | 0.11% | 24,837 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $149.62万 | 0.11% | 14,403 | 111 | 0.8% | $1.15万 | 加仓 |
| SGOV | ISHARES TR | $148.06万 | 0.11% | 14,708 | -404 | -2.7% | -$4.07万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $147.32万 | 0.11% | 31,248 | 7,406 | 31.1% | $34.92万 | 加仓 |
| BIL | SPDR SERIES TRUST | $141.30万 | 0.10% | 15,419 | -8,669 | -36.0% | -$79.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $139.49万 | 0.10% | 23,369 | -1,213 | -4.9% | -$7.24万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $139.41万 | 0.10% | 29,442 | 3,897 | 15.3% | $18.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $127.65万 | 0.09% | 2,551 | 73 | 2.9% | $3.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $126.58万 | 0.09% | 6,326 | 2,056 | 48.1% | $41.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $122.93万 | 0.09% | 14,379 | 1,313 | 10.0% | $11.22万 | 加仓 |
| GOOGL | ALPHABET INC | $117.66万 | 0.09% | 3,292 | 1,179 | 55.8% | $42.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $112.81万 | 0.08% | 4,442 | 2,592 | 140.1% | $65.83万 | 加仓 |