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 |
|---|---|---|---|---|---|---|---|---|
| EVTR | Eaton Vance Total Return Bond ETF | $0 | 0.00% | 0 | -13,800 | -100.0% | -$70.03万 | 清仓 |
| ASML | Asml Hldgs Nv | $0 | 0.00% | 0 | -322 | -100.0% | -$42.53万 | 清仓 |
| SCHG | Schwab US Large Cap | $0 | 0.00% | 0 | -12,581 | -100.0% | -$36.65万 | 清仓 |
| AUR | AURORA INNOVATION INC | $9.55万 | 0.01% | 14,006 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $19.52万 | 0.01% | 19,900 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $20.06万 | 0.01% | 2,400 | 2,400 | — | $20.06万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.30万 | 0.01% | 722 | 2 | 0.3% | $562 | 重新持有 |
| IJS | ISHARES TR | $20.45万 | 0.01% | 1,496 | 1,496 | — | $20.45万 | 新建仓 |
| AMGN | AMGEN INC | $21.40万 | 0.02% | 591 | 591 | — | $21.40万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $21.64万 | 0.02% | 6,000 | 6,000 | — | $21.64万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.65万 | 0.02% | 1,306 | 183 | 16.3% | $3.03万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $22.03万 | 0.02% | 10,600 | 10,600 | — | $22.03万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $22.34万 | 0.02% | 4,592 | 4,592 | — | $22.34万 | 新建仓 |
| BA | BOEING CO | $22.45万 | 0.02% | 1,037 | 1,037 | — | $22.45万 | 新建仓 |
| EMR | EMERSON ELEC CO | $23.38万 | 0.02% | 1,633 | 1,633 | — | $23.38万 | 新建仓 |
| WELL | WELLTOWER INC | $24.04万 | 0.02% | 1,059 | 33 | 3.2% | $7,490 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $24.12万 | 0.02% | 9,142 | 9,142 | — | $24.12万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $24.33万 | 0.02% | 5,284 | 334 | 6.7% | $1.54万 | 加仓 |
| URI | UNITED RENTALS INC | $24.58万 | 0.02% | 217 | 217 | — | $24.58万 | 新建仓 |
| TSLA | TESLA INC | $24.77万 | 0.02% | 589 | 589 | — | $24.77万 | 新建仓 |
| ICF | ISHARES TR | $25.23万 | 0.02% | 3,731 | -140 | -3.6% | -$9,468 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.33万 | 0.02% | 8,606 | 2 | 0.0% | $59 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $25.34万 | 0.02% | 4,726 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.34万 | 0.02% | 688 | -16 | -2.3% | -$5,894 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.36万 | 0.02% | 8,154 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $25.48万 | 0.02% | 741 | 2 | 0.3% | $688 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $25.66万 | 0.02% | 1,385 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $25.77万 | 0.02% | 7,132 | -504 | -6.6% | -$1.82万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.93万 | 0.02% | 8,177 | 8,177 | — | $25.93万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.33万 | 0.02% | 3,687 | 745 | 25.3% | $5.32万 | 加仓 |
| USHY | ISHARES TR | $27.31万 | 0.02% | 7,378 | -385 | -5.0% | -$1.43万 | 减仓 |
| EAGG | ISHARES TR | $27.56万 | 0.02% | 5,814 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.05万 | 0.02% | 2,477 | 2,477 | — | $28.05万 | 新建仓 |
| CHAT | TIDAL TRUST II | $28.25万 | 0.02% | 2,863 | 2,863 | — | $28.25万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $29.35万 | 0.02% | 5,554 | -282 | -4.8% | -$1.49万 | 减仓 |
| AVGO | BROADCOM INC | $29.73万 | 0.02% | 787 | 44 | 5.9% | $1.66万 | 重新持有 |
| IEFA | ISHARES TR | $29.80万 | 0.02% | 3,086 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.94万 | 0.02% | 627 | 627 | — | $29.94万 | 新建仓 |
| ETN | EATON CORP PLC | $29.96万 | 0.02% | 703 | 21 | 3.1% | $8,949 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $30.87万 | 0.02% | 6,105 | -745 | -10.9% | -$3.77万 | 减仓 |
| DIS | DISNEY WALT CO | $31.21万 | 0.02% | 3,243 | 3,243 | — | $31.21万 | 新建仓 |
| IWP | ISHARES TR | $31.45万 | 0.02% | 2,148 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $34.07万 | 0.02% | 2,236 | 150 | 7.2% | $2.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.80万 | 0.03% | 599 | 599 | — | $34.80万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $36.55万 | 0.03% | 13,970 | -21,643 | -60.8% | -$56.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.57万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $37.40万 | 0.03% | 3,779 | -213 | -5.3% | -$2.11万 | 减仓 |
| CAT | CATERPILLAR INC | $37.80万 | 0.03% | 355 | -215 | -37.7% | -$22.90万 | 减仓 |
| QUAL | ISHARES TR | $38.29万 | 0.03% | 1,745 | 0 | 0.0% | — | 不变 |
| SMB | VANECK ETF TRUST | $38.91万 | 0.03% | 22,429 | -3,047 | -12.0% | -$5.29万 | 减仓 |
| RTX | RTX CORPORATION | $40.47万 | 0.03% | 2,133 | 704 | 49.3% | $13.36万 | 加仓 |
| META | META PLATFORMS INC | $42.03万 | 0.03% | 746 | 333 | 80.6% | $18.76万 | 加仓 |
| LQD | ISHARES TR | $42.88万 | 0.03% | 3,931 | 3,931 | — | $42.88万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $42.94万 | 0.03% | 4,732 | 957 | 25.4% | $8.68万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $43.30万 | 0.03% | 11,941 | -238 | -2.0% | -$8,630 | 减仓 |
| GLW | CORNING INC | $44.32万 | 0.03% | 1,735 | 250 | 16.8% | $6.39万 | 加仓 |
| GEV | GE VERNOVA INC | $45.47万 | 0.03% | 387 | 387 | — | $45.47万 | 新建仓 |
| PYLD | PIMCO ETF TR | $46.23万 | 0.03% | 17,432 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $46.53万 | 0.03% | 2,977 | 971 | 48.4% | $15.18万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $47.43万 | 0.03% | 6,461 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $47.84万 | 0.03% | 2,133 | 2,133 | — | $47.84万 | 新建仓 |
| SHY | ISHARES TR | $48.52万 | 0.04% | 5,910 | -361 | -5.8% | -$2.96万 | 减仓 |
| VGT | VANGUARD WORLD FD | $49.78万 | 0.04% | 4,165 | -211 | -4.8% | -$2.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $49.98万 | 0.04% | 433 | 433 | — | $49.98万 | 新建仓 |
| ISTB | ISHARES TR | $50.55万 | 0.04% | 10,477 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $52.57万 | 0.04% | 11,200 | 11,200 | — | $52.57万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.91万 | 0.04% | 2,236 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $53.06万 | 0.04% | 4,810 | 1,402 | 41.1% | $15.47万 | 加仓 |
| GE | GE AEROSPACE | $53.42万 | 0.04% | 1,429 | 1,429 | — | $53.42万 | 新建仓 |
| DE | DEERE & CO | $54.04万 | 0.04% | 852 | 19 | 2.3% | $1.21万 | 加仓 |
| CSCO | CISCO SYS INC | $55.02万 | 0.04% | 4,684 | 4,684 | — | $55.02万 | 新建仓 |
| IWO | ISHARES TR | $60.79万 | 0.04% | 1,543 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $61.13万 | 0.04% | 8,936 | -138 | -1.5% | -$9,441 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $61.18万 | 0.04% | 12,912 | -1,347 | -9.4% | -$6.38万 | 减仓 |
| ORCL | ORACLE CORP | $61.49万 | 0.04% | 4,196 | 2,041 | 94.7% | $29.91万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $62.54万 | 0.05% | 25,683 | -48,741 | -65.5% | -$118.68万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $63.11万 | 0.05% | 624 | 36 | 6.1% | $3.64万 | 加仓 |
| V | VISA INC | $63.81万 | 0.05% | 1,860 | 76 | 4.3% | $2.61万 | 加仓 |
| SHYG | ISHARES TR | $69.13万 | 0.05% | 16,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $69.50万 | 0.05% | 1,967 | -11 | -0.6% | -$3,886 | 减仓 |
| IWB | ISHARES TR | $70.71万 | 0.05% | 1,727 | -74 | -4.1% | -$3.03万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $72.88万 | 0.05% | 9,685 | 4,185 | 76.1% | $31.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $73.63万 | 0.05% | 13,036 | -67 | -0.5% | -$3,784 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $74.36万 | 0.05% | 9,309 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $76.79万 | 0.06% | 3,472 | -100 | -2.8% | -$2.21万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $77.35万 | 0.06% | 1,506 | 36 | 2.4% | $1.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $78.48万 | 0.06% | 9,531 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $79.70万 | 0.06% | 15,771 | 4,737 | 42.9% | $23.94万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $81.85万 | 0.06% | 8,974 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $82.28万 | 0.06% | 8,705 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $85.39万 | 0.06% | 2,421 | 966 | 66.4% | $34.07万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $85.61万 | 0.06% | 16,785 | 3,161 | 23.2% | $16.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $88.12万 | 0.06% | 10,937 | 13 | 0.1% | $1,047 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $91.47万 | 0.07% | 1,796 | 23 | 1.3% | $1.17万 | 加仓 |
| NULV | NUSHARES ETF TR | $93.14万 | 0.07% | 18,631 | -663 | -3.4% | -$3.31万 | 减仓 |
| — | EXXON MOBIL CORP | $93.24万 | 0.07% | 6,819 | 228 | 3.5% | $3.12万 | 加仓 |
| CVNA | CARVANA CO | $93.99万 | 0.07% | 14,280 | -2,020 | -12.4% | -$13.30万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $95.58万 | 0.07% | 18,116 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $96.17万 | 0.07% | 1,028 | 521 | 102.8% | $48.74万 | 加仓 |