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 |
|---|---|---|---|---|---|---|---|---|
| EWY | ISHARES INC | $303.62万 | 0.05% | 18,835 | 10,066 | 114.8% | $162.27万 | 重新持有 |
| CGGR | CAPITAL GROUP GROWTH ETF | $304.45万 | 0.05% | 68,294 | 46,536 | 213.9% | $207.46万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORP | $304.64万 | 0.05% | 16,988 | 1,307 | 8.3% | $23.44万 | 重新持有 |
| ANGX | ANGEL STUDIOS INC. | $306.21万 | 0.05% | 700,712 | 700,712 | — | $306.21万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $306.57万 | 0.05% | 116,391 | 86,133 | 284.7% | $226.88万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $306.83万 | 0.05% | 7,860 | 6,559 | 504.2% | $256.04万 | 重新持有 |
| HYLB | DBX ETF TR | $306.96万 | 0.05% | 84,841 | 49,621 | 140.9% | $179.53万 | 重新持有 |
| FTLS | FIRST TR EXCH TRADED FD III | $307.08万 | 0.05% | 40,933 | 40,933 | — | $307.08万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $307.65万 | 0.05% | 30,600 | 18,669 | 156.5% | $187.70万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $308.76万 | 0.05% | 11,050 | 8,293 | 300.8% | $231.72万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $309.17万 | 0.05% | 61,161 | 9,585 | 18.6% | $48.45万 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $312.00万 | 0.05% | 34,632 | 34,632 | — | $312.00万 | 新建仓 |
| NVS | NOVARTIS AG | $313.06万 | 0.05% | 20,054 | 16,452 | 456.7% | $256.83万 | 重新持有 |
| ESGU | ISHARES TR | $318.11万 | 0.05% | 19,626 | 726 | 3.8% | $11.77万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $322.91万 | 0.05% | 6,485 | 3,145 | 94.2% | $156.60万 | 重新持有 |
| STE | STERIS PLC | $323.60万 | 0.05% | 14,817 | 11,946 | 416.1% | $260.90万 | 重新持有 |
| ENB | ENBRIDGE INC | $334.24万 | 0.06% | 60,387 | 36,538 | 153.2% | $202.24万 | 重新持有 |
| PMAR | INNOVATOR ETFS TRUST | $335.57万 | 0.06% | 70,159 | -5,470 | -7.2% | -$26.16万 | 重新持有 |
| VMI | VALMONT INDS INC | $337.45万 | 0.06% | 6,820 | 5,205 | 322.3% | $257.54万 | 重新持有 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $338.86万 | 0.06% | 106,828 | 80,636 | 307.9% | $255.78万 | 重新持有 |
| OKTA | OKTA INC | $342.91万 | 0.06% | 24,951 | -1,739 | -6.5% | -$23.90万 | 减仓 |
| TER | TERADYNE INC | $351.45万 | 0.06% | 10,498 | 5,106 | 94.7% | $170.94万 | 重新持有 |
| ROST | ROSS STORES INC | $351.58万 | 0.06% | 14,447 | 13,512 | 1,445.1% | $328.82万 | 加仓 |
| WMB | WILLIAMS COS INC | $352.37万 | 0.06% | 49,777 | 44,400 | 825.7% | $314.31万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $354.63万 | 0.06% | 126,879 | 77,326 | 156.0% | $216.13万 | 重新持有 |
| HDV | ISHARES TR | $357.32万 | 0.06% | 124,327 | 103,341 | 492.4% | $297.00万 | 重新持有 |
| CYD | CHINA YUCHAI INTL LTD | $359.27万 | 0.06% | 77,113 | 57,509 | 293.4% | $267.93万 | 重新持有 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $360.09万 | 0.06% | 103,237 | 103,237 | — | $360.09万 | 新建仓 |
| CVS | CVS HEALTH CORP | $360.89万 | 0.06% | 33,706 | 22,337 | 196.5% | $239.16万 | 加仓 |
| IGSB | ISHARES TR | $363.49万 | 0.06% | 69,821 | 44,123 | 171.7% | $229.71万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $375.01万 | 0.06% | 47,159 | 41,424 | 722.3% | $329.40万 | 重新持有 |
| MS | MORGAN STANLEY | $376.29万 | 0.06% | 17,538 | 16,255 | 1,267.0% | $348.76万 | 加仓 |
| TMUS | T-MOBILE US INC | $376.91万 | 0.06% | 21,269 | 20,185 | 1,862.1% | $357.70万 | 加仓 |
| FALN | ISHARES TR | $377.36万 | 0.06% | 140,333 | 140,333 | — | $377.36万 | 新建仓 |
| GLW | CORNING INC | $379.21万 | 0.06% | 26,452 | 4,362 | 19.7% | $62.53万 | 重新持有 |
| MRK | MERCK & CO INC | $380.97万 | 0.06% | 29,135 | 9,184 | 46.0% | $120.09万 | 重新持有 |
| — | ALTSHARES TRUST | $382.30万 | 0.06% | 129,033 | 15,606 | 13.8% | $46.24万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $386.61万 | 0.06% | 37,110 | 10,898 | 41.6% | $113.54万 | 重新持有 |
| IDEV | ISHARES TR | $390.87万 | 0.06% | 43,707 | 40,973 | 1,498.6% | $366.42万 | 加仓 |
| T | AT&T INC | $391.45万 | 0.07% | 160,297 | 33,118 | 26.0% | $80.87万 | 重新持有 |
| LRGF | ISHARES TR | $395.14万 | 0.07% | 52,399 | 4,010 | 8.3% | $30.24万 | 重新持有 |
| BCS | BARCLAYS PLC | $399.95万 | 0.07% | 140,040 | 105,475 | 305.1% | $301.24万 | 重新持有 |
| IWR | ISHARES TR | $402.05万 | 0.07% | 36,557 | 15,836 | 76.4% | $174.16万 | 重新持有 |
| IGRO | ISHARES TR | $404.58万 | 0.07% | 44,587 | -13,251 | -22.9% | -$120.24万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $405.31万 | 0.07% | 27,270 | 25,173 | 1,200.4% | $374.15万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $406.69万 | 0.07% | 39,431 | 39,431 | — | $406.69万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $410.70万 | 0.07% | 36,185 | 36,185 | — | $410.70万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $418.79万 | 0.07% | 17,046 | 12,145 | 247.8% | $298.38万 | 重新持有 |
| IUSV | ISHARES TR | $419.85万 | 0.07% | 37,277 | 24,871 | 200.5% | $280.12万 | 重新持有 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $421.84万 | 0.07% | 171,690 | 123,610 | 257.1% | $303.71万 | 重新持有 |
| ITOT | ISHARES TR | $427.48万 | 0.07% | 26,371 | 6,361 | 31.8% | $103.11万 | 重新持有 |
| LMUB | ISHARES TR | $433.84万 | 0.07% | 87,187 | 87,187 | — | $433.84万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $435.28万 | 0.07% | 11,186 | 9,388 | 522.1% | $365.31万 | 重新持有 |
| GGOV | BLACKROCK ETF TRUST II | $437.26万 | 0.07% | 87,539 | 87,539 | — | $437.26万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $447.40万 | 0.07% | 89,124 | 89,124 | — | $447.40万 | 新建仓 |
| GE | GE AEROSPACE | $449.49万 | 0.07% | 12,430 | 8,582 | 223.0% | $310.34万 | 重新持有 |
| VST | VISTRA CORP | $450.13万 | 0.07% | 28,656 | 9,986 | 53.5% | $156.86万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $452.02万 | 0.08% | 54,212 | 48,436 | 838.6% | $403.86万 | 重新持有 |
| TJX | TJX COS INC NEW | $452.93万 | 0.08% | 28,963 | 22,072 | 320.3% | $345.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $453.03万 | 0.08% | 54,067 | 13,880 | 34.5% | $116.30万 | 重新持有 |
| CLS | CELESTICA INC | $455.44万 | 0.08% | 14,311 | 5,692 | 66.0% | $181.15万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $457.17万 | 0.08% | 156,780 | 4,633 | 3.0% | $13.51万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $458.58万 | 0.08% | 19,116 | 17,238 | 917.9% | $413.53万 | 重新持有 |
| NVT | NVENT ELEC PLC | $464.73万 | 0.08% | 31,130 | 22,707 | 269.6% | $338.99万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $471.48万 | 0.08% | 8,125 | 8,125 | — | $471.48万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $471.62万 | 0.08% | 142,398 | 126,245 | 781.6% | $418.12万 | 加仓 |
| C | CITIGROUP INC | $481.78万 | 0.08% | 36,197 | 17,982 | 98.7% | $239.34万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $495.20万 | 0.08% | 186,236 | 140,400 | 306.3% | $373.32万 | 重新持有 |
| AVEM | AMERICAN CENTY ETF TR | $506.77万 | 0.08% | 56,604 | 47,134 | 497.7% | $421.99万 | 重新持有 |
| WFC | WELLS FARGO & CO | $509.58万 | 0.08% | 58,391 | 47,162 | 420.0% | $411.59万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $513.02万 | 0.09% | 222,085 | 162,853 | 274.9% | $376.19万 | 重新持有 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $515.28万 | 0.09% | 21,079 | 21,079 | — | $515.28万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $516.47万 | 0.09% | 189,461 | 165,036 | 675.7% | $449.89万 | 重新持有 |
| IJK | ISHARES TR | $516.96万 | 0.09% | 45,499 | 45,499 | — | $516.96万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $517.79万 | 0.09% | 76,157 | 57,801 | 314.9% | $392.99万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $519.93万 | 0.09% | 104,634 | 80,860 | 340.1% | $401.79万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $523.24万 | 0.09% | 540,535 | 443,051 | 454.5% | $428.87万 | 重新持有 |
| AVLV | AMERICAN CENTY ETF TR | $526.66万 | 0.09% | 57,152 | 57,152 | — | $526.66万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $532.45万 | 0.09% | 7,158 | 4,973 | 227.6% | $369.92万 | 重新持有 |
| AMCR | AMCOR PLC | $536.68万 | 0.09% | 118,629 | 118,629 | — | $536.68万 | 新建仓 |
| CAT | CATERPILLAR INC | $537.15万 | 0.09% | 6,151 | 4,901 | 392.1% | $427.99万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $541.53万 | 0.09% | 188,096 | 188,096 | — | $541.53万 | 新建仓 |
| ETN | EATON CORP PLC | $542.19万 | 0.09% | 13,601 | 13,071 | 2,466.2% | $521.06万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $543.66万 | 0.09% | 18,703 | 6,999 | 59.8% | $203.45万 | 重新持有 |
| SECU | BLACKROCK ETF TRUST II | $549.21万 | 0.09% | 110,772 | 110,772 | — | $549.21万 | 新建仓 |
| O | REALTY INCOME CORP | $558.12万 | 0.09% | 85,209 | 62,972 | 283.2% | $412.47万 | 重新持有 |
| IMCG | ISHARES TR | $560.70万 | 0.09% | 58,498 | 38,678 | 195.1% | $370.73万 | 重新持有 |
| DBEF | DBX ETF TR | $564.22万 | 0.09% | 102,585 | 88,806 | 644.5% | $488.43万 | 重新持有 |
| BKMC | BNY MELLON ETF TRUST | $574.27万 | 0.10% | 142,329 | 86,410 | 154.5% | $348.65万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $578.06万 | 0.10% | 213,071 | 203,325 | 2,086.2% | $551.62万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $578.42万 | 0.10% | 165,405 | 124,395 | 303.3% | $435.01万 | 重新持有 |
| SYK | STRYKER CORPORATION | $581.72万 | 0.10% | 17,275 | 14,580 | 541.0% | $490.97万 | 重新持有 |
| DFSD | DIMENSIONAL ETF TRUST | $583.84万 | 0.10% | 123,538 | 99,956 | 423.9% | $472.39万 | 重新持有 |
| MGV | VANGUARD WORLD FD | $586.11万 | 0.10% | 35,591 | 2,785 | 8.5% | $45.86万 | 重新持有 |
| IDEF | BLACKROCK ETF TRUST | $590.99万 | 0.10% | 182,404 | 182,404 | — | $590.99万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $595.37万 | 0.10% | 68,442 | -194,709 | -74.0% | -$1,693.77万 | 重新持有 |
| CLOA | BLACKROCK ETF TRUST II | $605.40万 | 0.10% | 116,615 | 16,992 | 17.1% | $88.21万 | 重新持有 |
| RBRK | RUBRIK INC. | $606.81万 | 0.10% | 81,103 | 81,103 | — | $606.81万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $609.47万 | 0.10% | 37,453 | 22,070 | 143.5% | $359.14万 | 重新持有 |
| HUBB | HUBBELL INC | $618.20万 | 0.10% | 12,415 | 12,415 | — | $618.20万 | 新建仓 |