Diversified Portfolios, Inc.
Bloomfield Hills MI · SEC CIK 0001634212
$12.17亿2026Q1 申报市值
174持仓数
55.4%前十大占比 · 第一大 12.1%
7 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFLV 加仓+$529.61万
VCRB 加仓+$504.56万
DFSD 加仓+$477.89万
Nuveen AA-BBB CL 加仓+$365.29万
JBND 加仓+$354.55万
2026Q1 卖出最多 按季末市值估算
JMST 减仓-$276.53万
REET 减仓-$237.17万
PYLD 减仓-$205.26万
BSV 减仓-$202.64万
AAPL 减仓-$164.66万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NOC | Northrop Grumman Corp | $120.96万 | 0.10% | 1,773 | -16 | -0.9% | -$1.09万 | 减仓 |
| DFIV | DFA Tax Managed Intl | $123.07万 | 0.10% | 23,317 | -9,279 | -28.5% | -$48.97万 | 减仓 |
| VWO | Vanguard Emerging Market | $132.87万 | 0.11% | 24,582 | -84 | -0.3% | -$4,540 | 减仓 |
| JPM | JPMorgan Chase & Co. | $137.26万 | 0.11% | 4,666 | -219 | -4.5% | -$6.44万 | 减仓 |
| JAAA | Janus Henderson AAA CLO ETF | $137.50万 | 0.11% | 27,297 | 14,888 | 120.0% | $74.99万 | 重新持有 |
| EFA | iShares MSCI EAFE ETF | $138.82万 | 0.11% | 14,292 | 185 | 1.3% | $1.80万 | 加仓 |
| SPYV | SPDR Portfolio S&P 500 Value ETF | $140.53万 | 0.12% | 24,837 | 500 | 2.1% | $2.83万 | 加仓 |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $143.17万 | 0.12% | 26,902 | 2,887 | 12.0% | $15.36万 | 加仓 |
| — | VanEck AA-BB CLO ETF | $145.86万 | 0.12% | 29,180 | 12,854 | 78.7% | $64.25万 | 加仓 |
| PRF | Powershare Ftse Rafi US | $146.51万 | 0.12% | 30,825 | 0 | 0.0% | — | 不变 |
| VONV | Vanguard Russell 1000 | $149.32万 | 0.12% | 15,929 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0 TO 3 MNTH TREASURY BND ETF | $152.12万 | 0.12% | 15,112 | -2,145 | -12.4% | -$21.59万 | 减仓 |
| IVE | iShares S&P 500 Value ETF | $152.56万 | 0.13% | 7,225 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $154.38万 | 0.13% | 4,170 | -261 | -5.9% | -$9.66万 | 减仓 |
| AVSU | Avantis Responsible US Equity ETF | $158.15万 | 0.13% | 21,393 | 0 | 0.0% | — | 不变 |
| FLXR | TCW Flexible Income ETF | $162.51万 | 0.13% | 41,382 | 10,234 | 32.9% | $40.19万 | 加仓 |
| JMTG | J P Morgan Mortgage Backed Secs ETF | $164.93万 | 0.14% | 32,340 | 9,367 | 40.8% | $47.77万 | 加仓 |
| LLY | Lilly Eli & Company | $187.27万 | 0.15% | 2,036 | -55 | -2.6% | -$5.06万 | 减仓 |
| QQQ | Invesco QQQ Trust | $188.00万 | 0.15% | 3,257 | 96 | 3.0% | $5.54万 | 加仓 |
| DFUS | DFA U.S. Equity ETF | $191.53万 | 0.16% | 27,010 | 16,545 | 158.1% | $117.32万 | 加仓 |
| VTES | VANGUARD SHRT TAX EXEMPT BND ETF | $200.56万 | 0.16% | 19,830 | -74 | -0.4% | -$7,484 | 减仓 |
| UMBF | UMB Financial Corp | $201.70万 | 0.17% | 17,883 | -3,223 | -15.3% | -$36.35万 | 减仓 |
| BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $220.74万 | 0.18% | 24,088 | 2,319 | 10.7% | $21.25万 | 加仓 |
| BBBS | BLOXX BBB 1-5 YR Core Bond ETF | $237.46万 | 0.20% | 46,428 | 8,926 | 23.8% | $45.65万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $240.07万 | 0.20% | 4,018 | -99 | -2.4% | -$5.92万 | 减仓 |
| SCHF | Schw Intl Eq Etf | $248.19万 | 0.20% | 100,277 | 11,336 | 12.7% | $28.06万 | 加仓 |
| HYMB | SPDR Nuveen BB Hi Yld Muncpl Bd ETF | $261.03万 | 0.21% | 105,254 | 2,884 | 2.8% | $7.15万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $264.47万 | 0.22% | 39,163 | -1,985 | -4.8% | -$13.40万 | 减仓 |
| BIV | Vanguard Interm Bond Index ETF | $279.18万 | 0.23% | 36,172 | -16,112 | -30.8% | -$124.35万 | 减仓 |
| AMZN | Amazon Com Inc | $284.71万 | 0.23% | 13,670 | -262 | -1.9% | -$5.46万 | 减仓 |
| VEA | Vanguard Msci Eafe Etf | $289.45万 | 0.24% | 45,170 | -653 | -1.4% | -$4.18万 | 减仓 |
| JPLD | JPMorgan Limited Duration Bond ETF | $292.30万 | 0.24% | 56,007 | 35,654 | 175.2% | $186.08万 | 加仓 |
| VOOG | Vanguard S&P 500 Growth ETF | $299.73万 | 0.25% | 7,352 | 0 | 0.0% | — | 不变 |
| VCSH | Vanguard Short Term Corp Bond | $300.78万 | 0.25% | 37,944 | -1,599 | -4.0% | -$12.68万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $313.56万 | 0.26% | 44,955 | -1,500 | -3.2% | -$10.46万 | 减仓 |
| DFCF | DFA Core Fixed Income ETF | $314.39万 | 0.26% | 74,465 | 64,754 | 666.8% | $273.39万 | 加仓 |
| VYM | Vanguard High Dividend ETF | $323.20万 | 0.27% | 21,823 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small-Cap ETF | $326.67万 | 0.27% | 26,279 | -1,976 | -7.0% | -$24.56万 | 减仓 |
| VCIT | Vanguard Intermediate | $328.56万 | 0.27% | 39,705 | 14,890 | 60.0% | $123.21万 | 加仓 |
| VONG | Vanguard Russell 1000 Growth ETF | $370.89万 | 0.30% | 33,813 | -20 | -0.1% | -$2,194 | 减仓 |
| IVW | iShares S&P 500 Growth ETF | $378.26万 | 0.31% | 33,442 | -556 | -1.6% | -$6.29万 | 减仓 |
| VBR | Vanguard Small Cap Value | $386.42万 | 0.32% | 17,787 | -1,248 | -6.6% | -$27.11万 | 减仓 |
| VMBS | Vanguard Mortgage Backed | $397.02万 | 0.33% | 84,563 | -6 | -0.0% | -$282 | 减仓 |
| EVSM | Eaton Vance Short Dur Muncpl Inc ETF | $407.75万 | 0.34% | 81,241 | 17,476 | 27.4% | $87.71万 | 加仓 |
| IWF | Russell 1000/ Lrg. Growth | $410.17万 | 0.34% | 9,619 | -185 | -1.9% | -$7.89万 | 减仓 |
| — | DFA U.S. Small Cap Value (TM) | $435.31万 | 0.36% | 69,706 | -1,557 | -2.2% | -$9.72万 | 减仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $459.70万 | 0.38% | 43,164 | -3,765 | -8.0% | -$40.10万 | 减仓 |
| VNQ | Vanguard Reit | $462.13万 | 0.38% | 52,100 | -8,845 | -14.5% | -$78.46万 | 减仓 |
| IWD | Russell 1000/ Lrg. Value | $523.81万 | 0.43% | 24,515 | -68 | -0.3% | -$1.45万 | 减仓 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $539.34万 | 0.44% | 102,614 | -66 | -0.1% | -$3,469 | 减仓 |
| SCHB | Schw US Brd Mkt Etf | $564.50万 | 0.46% | 224,900 | 10,203 | 4.8% | $25.61万 | 加仓 |
| MDY | Mid Cap S P D R TRUST | $596.96万 | 0.49% | 9,679 | -386 | -3.8% | -$23.81万 | 减仓 |
| AAPL | Apple Computer Inc | $603.03万 | 0.50% | 23,761 | -6,488 | -21.4% | -$164.66万 | 减仓 |
| CLOI | VanEck CLO ETF | $646.30万 | 0.53% | 122,637 | 19,843 | 19.3% | $104.57万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $715.89万 | 0.59% | 143,493 | 42,027 | 41.4% | $209.67万 | 加仓 |
| IUSB | iShares Core Total USD Bond Market ETF | $729.13万 | 0.60% | 157,855 | -32,634 | -17.1% | -$150.74万 | 减仓 |
| DFAU | DFA US Core Equity ETF | $735.18万 | 0.60% | 162,939 | -3,820 | -2.3% | -$17.24万 | 减仓 |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | $737.35万 | 0.61% | 51,769 | 7,144 | 16.0% | $101.75万 | 加仓 |
| BSV | Vanguard Short-Term Bond Index Fund | $748.04万 | 0.61% | 95,401 | -25,844 | -21.3% | -$202.64万 | 减仓 |
| AVUV | Avantis US Small Cap Value ETF | $789.68万 | 0.65% | 71,484 | 4,744 | 7.1% | $52.41万 | 加仓 |
| VUG | Vanguard Growth | $810.67万 | 0.67% | 18,560 | -228 | -1.2% | -$9.96万 | 减仓 |
| VSGX | Vanguard ESG Int'l ETF | $855.88万 | 0.70% | 119,320 | -2,415 | -2.0% | -$17.32万 | 减仓 |
| TOTL | SPDR DoubleLine Total Return Tact ETF | $924.39万 | 0.76% | 232,668 | 56,879 | 32.4% | $225.98万 | 加仓 |
| IWM | Russell 2000/Small Blend | $994.82万 | 0.82% | 40,114 | -437 | -1.1% | -$10.84万 | 减仓 |
| SCHV | Schwab US Large Cap Value | $1,177.69万 | 0.97% | 386,127 | 30,337 | 8.5% | $92.53万 | 加仓 |
| JMST | JPMorgan Ultra-Short Municipal Inc ETF | $1,238.23万 | 1.02% | 242,886 | -54,243 | -18.3% | -$276.53万 | 减仓 |
| REET | iShares Global REIT ETF | $1,243.64万 | 1.02% | 494,490 | -94,301 | -16.0% | -$237.17万 | 减仓 |
| MUB | iShares National Muni Bond ETF | $1,302.44万 | 1.07% | 122,698 | -1,936 | -1.6% | -$20.55万 | 减仓 |
| JMUB | JPMorgan Municipal ETF | $1,355.76万 | 1.11% | 271,206 | -13,392 | -4.7% | -$66.95万 | 减仓 |
| DFUV | DFA Tax-Managed US Marketwide Value II | $1,426.90万 | 1.17% | 294,450 | -5,269 | -1.8% | -$25.53万 | 减仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $1,465.27万 | 1.20% | 130,513 | 4,908 | 3.9% | $55.10万 | 加仓 |
| VTV | Vanguard Value | $1,473.92万 | 1.21% | 75,123 | -1,159 | -1.5% | -$22.74万 | 减仓 |
| VPLS | Vanguard Core-Plus Bond ETF | $1,500.25万 | 1.23% | 193,358 | 9,159 | 5.0% | $71.06万 | 加仓 |
| DFAI | DFA Int'l Core Equity ETF | $1,507.53万 | 1.24% | 386,944 | -4,423 | -1.1% | -$17.23万 | 减仓 |
| VTHR | Vanguard Russell 3000 ETF | $1,644.44万 | 1.35% | 57,183 | 3,650 | 6.8% | $104.96万 | 加仓 |
| FLOT | Ishares Floating Rate | $2,006.00万 | 1.65% | 393,718 | -8,667 | -2.2% | -$44.16万 | 减仓 |
| IWV | Russell 3000 | $2,089.01万 | 1.72% | 56,356 | -114 | -0.2% | -$4.23万 | 减仓 |
| — | Nuveen AA-BBB CLO ETF | $2,263.53万 | 1.86% | 907,773 | 146,497 | 19.2% | $365.29万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $2,359.34万 | 1.94% | 36,119 | 560 | 1.6% | $36.58万 | 加仓 |
| DFAE | DFA Core Emerging Mkt ETF | $2,369.88万 | 1.95% | 699,905 | -9,986 | -1.4% | -$33.81万 | 减仓 |
| — | DFA US Small Cap Value ETF | $2,436.83万 | 2.00% | 695,442 | 49,689 | 7.7% | $174.11万 | 加仓 |
| SPY | SPDR Trust (S&P 500) | $2,591.66万 | 2.13% | 39,851 | -443 | -1.1% | -$28.81万 | 减仓 |
| DFLV | DFA US Large Cap Value ETF | $3,272.62万 | 2.69% | 916,445 | 148,308 | 19.3% | $529.61万 | 加仓 |
| AVEM | Avantis Emerging Markets EQ ETF | $4,649.02万 | 3.82% | 576,945 | 27,407 | 5.0% | $220.85万 | 加仓 |
| ICSH | iShares Ultra Short-Term Bond ETF | $5,582.97万 | 4.59% | 1,102,918 | 24,778 | 2.3% | $125.43万 | 加仓 |
| DFSD | DFA Short-Duration Fixed Inc ETF | $6,398.79万 | 5.26% | 1,336,422 | 99,809 | 8.1% | $477.89万 | 加仓 |
| AVDE | Avantis International Equity ETF | $7,912.99万 | 6.50% | 932,696 | -10,905 | -1.2% | -$92.52万 | 减仓 |
| VCRB | Vanguard Core Bond ETF | $9,244.46万 | 7.60% | 1,194,683 | 65,205 | 5.8% | $504.56万 | 加仓 |
| JBND | JPMorgan Active Bond ETF | $1.07亿 | 8.78% | 1,987,378 | 65,939 | 3.4% | $354.55万 | 加仓 |
| VTI | Vanguard Total Stock Mkt | $1.47亿 | 12.07% | 457,854 | -624 | -0.1% | -$20.02万 | 减仓 |