Diversify Advisory Services, LLC
SANDY UT · SEC CIK 0002021232
$60.15亿2026Q2 申报市值
1,286持仓数
23.6%前十大占比 · 第一大 4.0%
453 / 6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
SPY 加仓+$2.10亿
SPYG 重新持有+$1.67亿
NVDA 加仓+$1.54亿
SPYV 重新持有+$1.44亿
AAPL 加仓+$1.07亿
2026Q2 卖出最多 按季末市值估算
BKLN 重新持有-$7,031.48万
XLF 重新持有-$3,160.48万
SPYM 重新持有-$1,693.77万
GRNY 重新持有-$1,583.14万
IWM 重新持有-$1,472.25万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.42亿 | 4.02% | 1,231,450 | 782,518 | 174.3% | $1.54亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.10亿 | 3.49% | 284,244 | 283,846 | 71,318.1% | $2.10亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.02亿 | 3.36% | 1,766,081 | 1,458,555 | 474.3% | $1.67亿 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $1.75亿 | 2.92% | 2,818,867 | 2,317,662 | 462.4% | $1.44亿 | 重新持有 |
| AAPL | APPLE INC | $1.51亿 | 2.52% | 449,050 | 316,760 | 239.4% | $1.07亿 | 加仓 |
| IVV | ISHARES TR | $9,531.33万 | 1.58% | 128,359 | 85,585 | 200.1% | $6,355.14万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $9,168.94万 | 1.52% | 1,848,949 | 1,446,506 | 359.4% | $7,173.22万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $8,981.33万 | 1.49% | 132,212 | 131,859 | 37,353.8% | $8,957.35万 | 加仓 |
| AVGO | BROADCOM INC | $8,367.92万 | 1.39% | 218,358 | 142,376 | 187.4% | $5,456.14万 | 加仓 |
| AMZN | AMAZON COM INC | $7,950.47万 | 1.32% | 343,596 | 240,654 | 233.8% | $5,568.50万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,482.44万 | 1.24% | 484,457 | 482,927 | 31,563.9% | $7,458.81万 | 重新持有 |
| MSFT | MICROSOFT CORP | $7,099.84万 | 1.18% | 182,468 | 144,505 | 380.6% | $5,622.70万 | 加仓 |
| META | META PLATFORMS INC | $6,357.25万 | 1.06% | 107,048 | 58,875 | 122.2% | $3,496.41万 | 加仓 |
| GOOG | ALPHABET INC | $6,328.02万 | 1.05% | 193,772 | 120,063 | 162.9% | $3,920.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,316.13万 | 1.05% | 92,596 | 90,199 | 3,763.0% | $6,152.63万 | 加仓 |
| GOOGL | ALPHABET INC | $6,295.66万 | 1.05% | 192,787 | 114,157 | 145.2% | $3,727.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,185.08万 | 1.03% | 287,437 | 274,214 | 2,073.8% | $5,900.55万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $6,100.48万 | 1.01% | 67,768 | 35,321 | 108.9% | $3,179.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,670.88万 | 0.94% | 114,575 | 25,610 | 28.8% | $1,267.56万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,629.75万 | 0.94% | 1,097,631 | 1,097,631 | — | $5,629.75万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $5,492.40万 | 0.91% | 1,360,178 | 612,434 | 81.9% | $2,473.01万 | 重新持有 |
| GLDM | WORLD GOLD TR | $5,127.10万 | 0.85% | 634,699 | 144,232 | 29.4% | $1,165.11万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $5,005.35万 | 0.83% | 157,738 | 111,548 | 241.5% | $3,539.65万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,388.54万 | 0.73% | 109,964 | 33,983 | 44.7% | $1,356.22万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,366.88万 | 0.73% | 749,936 | 745,552 | 17,006.2% | $4,341.35万 | 加仓 |
| IJH | ISHARES TR | $4,174.28万 | 0.69% | 549,247 | 459,836 | 514.3% | $3,494.75万 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,015.93万 | 0.67% | 867,745 | 402,333 | 86.4% | $1,862.00万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,544.20万 | 0.59% | 506,314 | 498,448 | 6,336.7% | $3,489.14万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,349.75万 | 0.56% | 122,737 | 35,853 | 41.3% | $978.50万 | 加仓 |
| MUU | DIREXION SHARES ETF TRUST | $3,212.36万 | 0.53% | 30,631 | 30,631 | — | $3,212.36万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $3,189.89万 | 0.53% | 1,374,361 | 1,340,736 | 3,987.3% | $3,111.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,117.56万 | 0.52% | 32,762 | 31,837 | 3,441.8% | $3,029.54万 | 加仓 |
| USIG | ISHARES TR | $3,108.73万 | 0.52% | 616,934 | 373,347 | 153.3% | $1,881.29万 | 重新持有 |
| IUSB | ISHARES TR | $3,070.74万 | 0.51% | 673,999 | 503,049 | 294.3% | $2,291.89万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $2,936.96万 | 0.49% | 155,255 | 23,025 | 17.4% | $435.56万 | 加仓 |
| OPBK | OP BANCORP | $2,873.29万 | 0.48% | 1,847,777 | 13,436 | 0.7% | $20.89万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $2,830.48万 | 0.47% | 97,064 | 94,496 | 3,679.8% | $2,755.59万 | 加仓 |
| NOW | SERVICENOW INC | $2,799.34万 | 0.47% | 265,190 | 95,455 | 56.2% | $1,007.62万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,781.78万 | 0.46% | 476,333 | 451,715 | 1,834.9% | $2,638.01万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $2,772.35万 | 0.46% | 169,666 | 160,558 | 1,762.8% | $2,623.52万 | 重新持有 |
| IVW | ISHARES TR | $2,651.07万 | 0.44% | 200,338 | 139,224 | 227.8% | $1,842.35万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $2,599.52万 | 0.43% | 355,854 | 75,161 | 26.8% | $549.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,588.84万 | 0.43% | 72,679 | 68,151 | 1,505.1% | $2,427.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,519.45万 | 0.42% | 94,734 | 91,640 | 2,961.9% | $2,437.17万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,445.16万 | 0.41% | 364,895 | 254,259 | 229.8% | $1,703.79万 | 重新持有 |
| PULS | PGIM ETF TR | $2,397.24万 | 0.40% | 482,731 | 318,496 | 193.9% | $1,581.65万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $2,342.79万 | 0.39% | 64,154 | 28,498 | 79.9% | $1,040.70万 | 重新持有 |
| IGV | ISHARES TR | $2,313.67万 | 0.38% | 254,501 | 254,501 | — | $2,313.67万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,275.03万 | 0.38% | 547,013 | 476,372 | 674.4% | $1,981.23万 | 重新持有 |
| TSLA | TESLA INC | $2,210.18万 | 0.37% | 71,476 | 53,482 | 297.2% | $1,653.77万 | 加仓 |
| V | VISA INC | $2,185.66万 | 0.36% | 60,289 | 51,814 | 611.4% | $1,878.41万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,173.84万 | 0.36% | 384,139 | 286,430 | 293.1% | $1,620.91万 | 重新持有 |
| IWM | ISHARES TR 看涨期权 | $2,050.37万 | 0.34% | 7,000,000 | 7,000,000 | — | $2,050.37万 | 新建仓 |
| CSCO | CISCO SYS INC | $2,018.27万 | 0.34% | 176,160 | 133,941 | 317.3% | $1,534.56万 | 加仓 |
| ORCL | ORACLE CORP | $1,998.03万 | 0.33% | 166,642 | 80,536 | 93.5% | $965.63万 | 加仓 |
| LLY | ELI LILLY & CO | $1,997.95万 | 0.33% | 16,684 | 15,792 | 1,770.4% | $1,891.13万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,993.34万 | 0.33% | 394,799 | 377,219 | 2,145.7% | $1,904.58万 | 重新持有 |
| DFAI | DIMENSIONAL ETF TRUST | $1,988.26万 | 0.33% | 478,293 | 441,704 | 1,207.2% | $1,836.16万 | 重新持有 |
| BUG | GLOBAL X FDS | $1,974.93万 | 0.33% | 519,309 | 519,309 | — | $1,974.93万 | 新建仓 |
| IVE | ISHARES TR | $1,955.32万 | 0.33% | 84,140 | 56,391 | 203.2% | $1,310.47万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $1,939.31万 | 0.32% | 409,828 | 396,476 | 2,969.4% | $1,876.13万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,938.16万 | 0.32% | 1,148,202 | 249,588 | 27.8% | $421.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,905.05万 | 0.32% | 430,908 | 346,906 | 413.0% | $1,533.67万 | 重新持有 |
| BAC | BANK OF AMER CORP | $1,861.24万 | 0.31% | 299,572 | 200,614 | 202.7% | $1,246.42万 | 重新持有 |
| GRNY | TIDAL TRUST I | $1,853.90万 | 0.31% | 685,361 | -585,263 | -46.1% | -$1,583.14万 | 重新持有 |
| SOXX | ISHARES TR | $1,825.13万 | 0.30% | 35,355 | 35,355 | — | $1,825.13万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,804.69万 | 0.30% | 143,881 | 140,598 | 4,282.6% | $1,763.52万 | 重新持有 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,795.53万 | 0.30% | 814,299 | 784,928 | 2,672.5% | $1,730.77万 | 重新持有 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,780.61万 | 0.30% | 873,277 | -3,448,495 | -79.8% | -$7,031.48万 | 重新持有 |
| IEMG | ISHARES INC | $1,705.25万 | 0.28% | 220,458 | 214,680 | 3,715.5% | $1,660.55万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,673.93万 | 0.28% | 347,506 | 290,315 | 507.6% | $1,398.45万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $1,673.87万 | 0.28% | 88,098 | 84,390 | 2,275.9% | $1,603.42万 | 加仓 |
| ABBV | ABBVIE INC | $1,665.31万 | 0.28% | 64,821 | 60,566 | 1,423.4% | $1,556.00万 | 加仓 |
| — | EXXON MOBIL CORP | $1,647.51万 | 0.27% | 106,449 | 99,579 | 1,449.5% | $1,541.19万 | 加仓 |
| FTNT | FORTINET INC | $1,646.38万 | 0.27% | 108,044 | 63,367 | 141.8% | $965.59万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $1,629.03万 | 0.27% | 54,872 | 48,909 | 820.2% | $1,452.00万 | 重新持有 |
| IWM | ISHARES TR | $1,628.49万 | 0.27% | 55,597 | -50,263 | -47.5% | -$1,472.25万 | 重新持有 |
| ITA | ISHARES TR | $1,626.15万 | 0.27% | 66,670 | 13,576 | 25.6% | $331.13万 | 加仓 |
| AGG | ISHARES TR | $1,529.93万 | 0.25% | 156,611 | 14,636 | 10.3% | $142.98万 | 重新持有 |
| IEI | ISHARES TR | $1,528.70万 | 0.25% | 131,264 | 57,557 | 78.1% | $670.31万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $1,509.12万 | 0.25% | 27,354 | 24,894 | 1,012.0% | $1,373.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,494.20万 | 0.25% | 76,367 | 66,884 | 705.3% | $1,308.66万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,482.58万 | 0.25% | 82,315 | 69,196 | 527.4% | $1,246.29万 | 重新持有 |
| XHLF | BONDBLOXX ETF TRUST | $1,479.95万 | 0.25% | 294,518 | 294,518 | — | $1,479.95万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,435.96万 | 0.24% | 109,173 | 101,387 | 1,302.2% | $1,333.55万 | 加仓 |
| GLD | SPDR GOLD TR | $1,409.69万 | 0.23% | 37,629 | 36,971 | 5,618.7% | $1,385.04万 | 加仓 |
| ASML | ASML HLDG NV | $1,407.54万 | 0.23% | 8,503 | 7,893 | 1,293.9% | $1,306.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,394.73万 | 0.23% | 33,396 | 31,163 | 1,395.6% | $1,301.47万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,390.45万 | 0.23% | 52,208 | -8,685 | -14.3% | -$231.31万 | 减仓 |
| IEFA | ISHARES TR | $1,385.72万 | 0.23% | 143,108 | 138,718 | 3,159.9% | $1,343.21万 | 加仓 |
| KO | COCA COLA CO | $1,383.79万 | 0.23% | 164,600 | 110,509 | 204.3% | $929.05万 | 加仓 |
| LQD | ISHARES TR | $1,355.72万 | 0.23% | 127,286 | 7,174 | 6.0% | $76.41万 | 重新持有 |
| STGW | STAGWELL INC | $1,333.10万 | 0.22% | 1,724,579 | 1,724,579 | — | $1,333.10万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,307.64万 | 0.22% | 46,558 | 45,532 | 4,437.8% | $1,278.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,304.92万 | 0.22% | 161,082 | 158,980 | 7,563.3% | $1,287.89万 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $1,295.33万 | 0.22% | 178,765 | 175,001 | 4,649.3% | $1,268.06万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $1,295.23万 | 0.22% | 255,016 | 255,016 | — | $1,295.23万 | 新建仓 |
| QCOM | QUALCOMM INC | $1,274.82万 | 0.21% | 74,972 | 72,122 | 2,530.6% | $1,226.36万 | 加仓 |
| UNP | UNION PAC CORP | $1,262.06万 | 0.21% | 42,167 | 20,684 | 96.3% | $619.07万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $1,254.19万 | 0.21% | 73,447 | 54,809 | 294.1% | $935.92万 | 重新持有 |