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 |
|---|---|---|---|---|---|---|---|---|
| MMIT | NYLI MacKay Muni Intermediate ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDV | Federated Hermes US Strategic Dvd ETF | $0 | 0.00% | 0 | -19,778 | -100.0% | -$56.58万 | 清仓 |
| ENB | Enbridge Inc | $0 | 0.00% | 0 | -7,027 | -100.0% | -$33.61万 | 清仓 |
| BSCY | Invesco BulletShares 2034 Corp Bd ETF | $0 | 0.00% | 0 | -14,036 | -100.0% | -$29.50万 | 清仓 |
| BSCX | Invesco BulletShares 2033 Corp Bd ETF | $0 | 0.00% | 0 | -12,865 | -100.0% | -$27.61万 | 清仓 |
| BSCV | Invesco BulletShares 2031 Corp Bd ETF | $0 | 0.00% | 0 | -16,445 | -100.0% | -$27.45万 | 清仓 |
| BSCU | Invesco BulletShares 2030 Corp Bd ETF | $0 | 0.00% | 0 | -16,176 | -100.0% | -$27.37万 | 清仓 |
| BSCW | Invesco BulletShares 2032 Corp Bd ETF | $0 | 0.00% | 0 | -13,099 | -100.0% | -$27.34万 | 清仓 |
| BSCT | Invesco BulletShares 2029 Corp Bd ETF | $0 | 0.00% | 0 | -14,479 | -100.0% | -$27.27万 | 清仓 |
| BSCS | Invesco BulletShares 2028 Corp Bd ETF | $0 | 0.00% | 0 | -13,170 | -100.0% | -$27.13万 | 清仓 |
| BSCR | Invesco BulletShares 2027 Corp Bd ETF | $0 | 0.00% | 0 | -13,655 | -100.0% | -$26.95万 | 清仓 |
| BSCQ | Invesco BulletShares 2026 Corp Bd ETF | $0 | 0.00% | 0 | -13,693 | -100.0% | -$26.80万 | 清仓 |
| AVGO | Avago Technologies | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCD | Mc Donalds Corp | $0 | 0.00% | 0 | -809 | -100.0% | -$24.72万 | 清仓 |
| BX | Blackstone Group Lp | $0 | 0.00% | 0 | -1,573 | -100.0% | -$24.25万 | 清仓 |
| IBM | Int'l Business Mach | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AUR | AURORA INNOVATION CL A ORD | $5.77万 | 0.00% | 14,006 | -2,135 | -13.2% | -$8,796 | 减仓 |
| XEXGX | Ev Tax Man Glb Div Eqty | $17.23万 | 0.01% | 19,900 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $20.19万 | 0.02% | 1,485 | 1,485 | — | $20.19万 | 新建仓 |
| WELL | Welltower Inc Com | $20.29万 | 0.02% | 1,026 | 1,026 | — | $20.29万 | 新建仓 |
| SCHX | Schwab US Large Cap Etf | $22.06万 | 0.02% | 8,604 | 3 | 0.0% | $77 | 加仓 |
| VV | Vanguard Large Cap Etf | $22.09万 | 0.02% | 739 | 0 | 0.0% | — | 不变 |
| SCHA | Schw US Scap Etf | $22.21万 | 0.02% | 7,636 | -445 | -5.5% | -$1.29万 | 减仓 |
| XLI | Industrial SPDR | $22.40万 | 0.02% | 1,385 | 0 | 0.0% | — | 不变 |
| FNDX | Schwab Fundamental US | $22.71万 | 0.02% | 8,154 | 0 | 0.0% | — | 不变 |
| JPIE | JPMorgan Income ETF | $22.80万 | 0.02% | 4,950 | 4,950 | — | $22.80万 | 新建仓 |
| CVX | Chevrontexaco Corp | $23.24万 | 0.02% | 1,123 | -270 | -19.4% | -$5.59万 | 重新持有 |
| XLF | Sector Spdr Fincl Select | $23.33万 | 0.02% | 4,726 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $23.64万 | 0.02% | 413 | -56 | -11.9% | -$3.21万 | 减仓 |
| ICF | iShares C&S Real Estate | $23.96万 | 0.02% | 3,871 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation | $24.39万 | 0.02% | 682 | -78 | -10.3% | -$2.79万 | 减仓 |
| MUNI | PIMCO Intermediate Municipal Bd Actv ETF | $25.77万 | 0.02% | 4,938 | 935 | 23.4% | $4.88万 | 加仓 |
| FSMD | Fidelity Small-Mid Multifactor ETF | $26.10万 | 0.02% | 5,836 | -478 | -7.6% | -$2.14万 | 减仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $27.52万 | 0.02% | 2,148 | 0 | 0.0% | — | 不变 |
| RTX | Raytheon Technologies Ord | $27.57万 | 0.02% | 1,429 | -98 | -6.4% | -$1.89万 | 减仓 |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $27.65万 | 0.02% | 5,814 | -1,394 | -19.3% | -$6.63万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $27.94万 | 0.02% | 3,086 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Com Inc Com | $28.29万 | 0.02% | 2,942 | 0 | 0.0% | — | 不变 |
| USHY | iShares Broad USD High Yield Corp Bd ETF | $28.60万 | 0.02% | 7,763 | 6 | 0.1% | $221 | 加仓 |
| GLD | SPDR Gold ETF | $30.29万 | 0.02% | 704 | -24 | -3.3% | -$1.03万 | 减仓 |
| DVY | iShares Select Dividend ETF | $30.37万 | 0.02% | 2,006 | 506 | 33.7% | $7.66万 | 加仓 |
| DTE | DTE Energy Company | $30.50万 | 0.03% | 2,086 | -38 | -1.8% | -$5,557 | 减仓 |
| ORCL | Oracle Corporation | $31.70万 | 0.03% | 2,155 | -1,370 | -38.9% | -$20.15万 | 减仓 |
| DIA | SPDR Dow Jones Industrial Average ETF | $32.42万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid-Cap ETF | $33.14万 | 0.03% | 3,408 | 400 | 13.3% | $3.89万 | 加仓 |
| QUAL | Ishars Edg Msci Usa Qlty | $33.47万 | 0.03% | 1,745 | 0 | 0.0% | — | 不变 |
| JPST | JPMorgan Ultra-Short Income ETF | $34.67万 | 0.03% | 6,850 | 600 | 9.6% | $3.04万 | 加仓 |
| SCHG | Schwab US Large Cap | $36.65万 | 0.03% | 12,581 | -885 | -6.6% | -$2.58万 | 减仓 |
| VGT | Vanguard Info Technology | $38.17万 | 0.03% | 547 | -607 | -52.6% | -$42.35万 | 减仓 |
| ABT | Abbott Laboratories | $38.76万 | 0.03% | 3,775 | -185 | -4.7% | -$1.90万 | 减仓 |
| AGG | iShares Aggregate Bond Fd | $39.63万 | 0.03% | 3,992 | -2,369 | -37.2% | -$23.52万 | 减仓 |
| SCHE | Schw Emg Mkt Eq Etf | $40.13万 | 0.03% | 12,179 | -1,470 | -10.8% | -$4.84万 | 减仓 |
| CAT | Caterpillar Inc | $40.38万 | 0.03% | 570 | -23 | -3.9% | -$1.63万 | 减仓 |
| VCLT | Vanguard Long-Term Corporate Bd ETF | $41.10万 | 0.03% | 5,500 | 5,500 | — | $41.10万 | 新建仓 |
| ASML | Asml Hldgs Nv | $42.53万 | 0.03% | 322 | -20 | -5.8% | -$2.64万 | 减仓 |
| SMB | VanEck Short Muni ETF | $44.07万 | 0.04% | 25,476 | -2,480 | -8.9% | -$4.29万 | 减仓 |
| JNJ | Johnson & Johnson | $45.22万 | 0.04% | 1,850 | -415 | -18.3% | -$10.14万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTV ETF | $45.67万 | 0.04% | 17,432 | -78,345 | -81.8% | -$205.26万 | 减仓 |
| DE | Deere & Co | $46.92万 | 0.04% | 833 | -8 | -1.0% | -$4,506 | 减仓 |
| BND | Vanguard Total Bond | $47.58万 | 0.04% | 6,461 | -16,464 | -71.8% | -$121.24万 | 减仓 |
| HD | Home Depot Inc | $47.86万 | 0.04% | 1,455 | -66 | -4.3% | -$2.17万 | 减仓 |
| VIG | Vanguard Div Apprciation | $48.09万 | 0.04% | 2,236 | -31 | -1.4% | -$6,667 | 减仓 |
| IWO | Russell 2000/ Small Growth | $48.42万 | 0.04% | 1,543 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Inc | $49.74万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $50.52万 | 0.04% | 507 | 103 | 25.5% | $10.26万 | 加仓 |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $50.77万 | 0.04% | 10,477 | -2,513 | -19.3% | -$12.18万 | 减仓 |
| EEM | iShares MSCI Emerging Markets ETF | $51.53万 | 0.04% | 9,074 | 30 | 0.3% | $1,704 | 加仓 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $51.78万 | 0.04% | 6,271 | 26 | 0.4% | $2,147 | 加仓 |
| V | Visa Inc Cl A | $53.92万 | 0.04% | 1,784 | -272 | -13.2% | -$8.22万 | 减仓 |
| CALI | iShares Short-Term CA Muni Act ETF | $55.64万 | 0.05% | 11,034 | -1,441 | -11.6% | -$7.27万 | 减仓 |
| GOOG | Google Inc. Class C | $56.74万 | 0.05% | 1,978 | 0 | 0.0% | — | 不变 |
| GOOGL | Google Inc. Class A | $60.76万 | 0.05% | 2,113 | -67 | -3.1% | -$1.93万 | 减仓 |
| AVRE | Avantis Real Estate ETF | $62.77万 | 0.05% | 14,259 | -2,169 | -13.2% | -$9.55万 | 减仓 |
| IWB | iShares Russell 1000 ETF | $64.21万 | 0.05% | 1,801 | 0 | 0.0% | — | 不变 |
| IWN | Russell 2000/ Small Value | $67.72万 | 0.06% | 3,572 | -100 | -2.7% | -$1.90万 | 减仓 |
| — | DFA U.S. Small Cap (TM) | $67.79万 | 0.06% | 9,531 | 0 | 0.0% | — | 不变 |
| AVSD | Avantis Responsible International Equity ETF | $68.56万 | 0.06% | 9,309 | 0 | 0.0% | — | 不变 |
| SHYG | Ishares High Yield | $68.97万 | 0.06% | 16,300 | -970 | -5.6% | -$4.10万 | 减仓 |
| UYLD | Angel Oak UltraShort Income ETF | $69.53万 | 0.06% | 13,624 | -1,150 | -7.8% | -$5.87万 | 减仓 |
| EVTR | Eaton Vance Total Return Bond ETF | $70.03万 | 0.06% | 13,800 | 13,800 | — | $70.03万 | 新建仓 |
| BRK/A | Berkshire Hathaway Inc A | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| AVLV | Avantis U.S. Large Cap Value ETF | $72.34万 | 0.06% | 8,974 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $73.45万 | 0.06% | 1,470 | -95 | -6.1% | -$4.75万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $74.27万 | 0.06% | 13,103 | -1,301 | -9.0% | -$7.37万 | 减仓 |
| NVDA | Nvidia Corp | $74.47万 | 0.06% | 4,270 | -69 | -1.6% | -$1.20万 | 减仓 |
| VO | Vanguard Mid Cap | $78.44万 | 0.06% | 2,731 | 211 | 8.4% | $6.06万 | 加仓 |
| CMF | iShares California Muni Bond ETF | $80.40万 | 0.07% | 14,140 | 3,529 | 33.3% | $20.07万 | 加仓 |
| MBB | iShares MBS Bond Fd | $82.65万 | 0.07% | 8,705 | 587 | 7.2% | $5.57万 | 加仓 |
| — | DFA US Real Estate ETF | $84.22万 | 0.07% | 35,613 | -6,947 | -16.3% | -$16.43万 | 减仓 |
| NULV | Nuveen ESG Large-Cap Value ETF | $87.79万 | 0.07% | 19,294 | 88 | 0.5% | $4,004 | 加仓 |
| AVUS | Avantis U.S. Equity ETF | $87.83万 | 0.07% | 7,900 | 2,005 | 34.0% | $22.29万 | 加仓 |
| FNDF | Schwab Fundamental Inl | $88.64万 | 0.07% | 18,116 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small Cap | $97.48万 | 0.08% | 3,722 | -3 | -0.1% | -$786 | 减仓 |
| VXUS | Vanguard Total Intl Etf | $100.75万 | 0.08% | 13,066 | -1,343 | -9.3% | -$10.36万 | 减仓 |
| CVNA | Carvana Co | $102.49万 | 0.08% | 3,260 | 485 | 17.5% | $15.25万 | 加仓 |
| ABBV | Abbvie Inc | $106.42万 | 0.09% | 4,893 | -801 | -14.1% | -$17.42万 | 减仓 |
| — | Exxon Mobil Corporation | $111.82万 | 0.09% | 6,591 | -441 | -6.3% | -$7.48万 | 减仓 |
| JSCP | JPMorgan Short Duration Core Plus ETF | $112.77万 | 0.09% | 23,842 | 23,842 | — | $112.77万 | 新建仓 |
| BRK/B | Berkshire Hathaway B New | $118.75万 | 0.10% | 2,478 | 0 | 0.0% | — | 不变 |
| JBBB | Janus Henderson B-BBB CLO ETF | $119.05万 | 0.10% | 25,545 | 25,545 | — | $119.05万 | 新建仓 |