13F 机构持仓

Diversify Advisory Services, LLC

SANDY UT · SEC CIK 0002021232

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$60.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.0%
SPY 3.5%
SPYG 3.4%
SPYV 2.9%
AAPL 2.5%
IVV 1.6%
SPDW 1.5%
VOO 1.5%
AVGO 1.4%
AMZN 1.3%

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
SMH VANECK ETF TRUST $625.39万0.10%11,401 -1,857-14.0% -$101.86万 重新持有
WM WASTE MGMT INC DEL $644.74万0.11%27,101 13,29396.3% $316.25万 重新持有
SHOP SHOPIFY INC $656.70万0.11%51,757 44,021569.0% $558.54万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $659.19万0.11%115,465 92,583404.6% $528.56万 重新持有
SCHD SCHWAB STRATEGIC TR $666.48万0.11%199,365 155,800357.6% $520.84万 重新持有
THRO BLACKROCK ETF TRUST $669.45万0.11%158,939 112,527242.5% $473.96万 重新持有
MO ALTRIA GROUP INC $673.33万0.11%92,376 77,310513.1% $563.51万 加仓
TLH ISHARES TR $680.62万0.11%69,608 49,332243.3% $482.37万 重新持有
IGEB ISHARES TR $681.14万0.11%153,618 35,27329.8% $156.40万 重新持有
IUSG ISHARES TR $681.57万0.11%37,614 35,8742,061.7% $650.04万 重新持有
VTV VANGUARD INDEX FDS $683.94万0.11%30,847 29,5382,256.5% $654.91万 加仓
IEF ISHARES TR $686.47万0.11%73,592 7,27611.0% $67.87万 重新持有
APP APPLOVIN CORP $689.54万0.11%16,707 4,94042.0% $203.89万 重新持有
STRL STERLING INFRASTRUCTURE INC $691.23万0.11%10,892 7,342206.8% $465.94万 重新持有
GS GOLDMAN SACHS GROUP INC $720.52万0.12%6,874 6,157858.7% $645.37万 加仓
AMAT APPLIED MATLS INC $722.20万0.12%13,972 12,514858.3% $646.84万 加仓
ICVT ISHARES TR $725.31万0.12%63,938 5,0678.6% $57.48万 重新持有
MBB ISHARES TR $730.61万0.12%78,249 45,700140.4% $426.70万 重新持有
DFUS DIMENSIONAL ETF TRUST $741.82万0.12%91,833 30,35249.4% $245.18万 重新持有
BLCR BLACKROCK ETF TRUST $748.96万0.12%156,067 156,067— $748.96万 新建仓
AXP AMERICAN EXPRESS CO $757.85万0.13%22,596 11,659106.6% $391.03万 重新持有
BINC BLACKROCK ETF TRUST II $759.75万0.13%146,416 24,18619.8% $125.50万 重新持有
EMR EMERSON ELEC CO $760.14万0.13%50,913 37,697285.2% $562.82万 重新持有
SCHG SCHWAB STRATEGIC TR $762.60万0.13%227,100 216,6552,074.2% $727.53万 加仓
QUAL ISHARES TR $767.27万0.13%35,316 8,89533.7% $193.25万 重新持有
INTU INTUIT $770.42万0.13%25,350 20,872466.1% $634.33万 重新持有
MTUM ISHARES TR $771.60万0.13%25,522 17,001199.5% $513.99万 重新持有
VRT VERTIV HOLDINGS CO $772.65万0.13%26,865 4,55820.4% $131.09万 重新持有
FIX COMFORT SYS USA INC $776.55万0.13%4,488 2,346109.5% $405.93万 重新持有
BUFB INNOVATOR ETFS TRUST $784.36万0.13%200,219 200,219— $784.36万 新建仓
DGRO ISHARES TR $803.89万0.13%102,799 42,04269.2% $328.77万 重新持有
APD AIR PRODUCTS AND CHEMICALS I $818.51万0.14%27,976 21,025302.5% $615.14万 重新持有
MDT MEDTRONIC PLC $819.37万0.14%97,290 93,8692,743.9% $790.56万 加仓
RUN SUNRUN INC $825.42万0.14%827,077 827,077— $825.42万 新建仓
FNDF SCHWAB STRATEGIC TR $828.15万0.14%156,019 156,019— $828.15万 新建仓
IJR ISHARES TR $830.59万0.14%57,082 40,281239.8% $586.12万 重新持有
BALI BLACKROCK ETF TRUST $834.81万0.14%247,864 138,463126.6% $466.34万 重新持有
AMGN AMGEN INC $839.13万0.14%22,302 12,142119.5% $456.85万 重新持有
BX BLACKSTONE INC $844.52万0.14%63,689 58,1231,044.3% $770.71万 加仓
VWOB VANGUARD WHITEHALL FDS $851.46万0.14%128,970 98,362321.4% $649.38万 重新持有
NEE NEXTERA ENERGY INC $853.43万0.14%96,075 93,9034,323.3% $834.14万 加仓
IXUS ISHARES TR $867.54万0.14%92,686 47,205103.8% $441.84万 重新持有
GEV GE VERNOVA INC $879.52万0.15%8,825 7,294476.4% $726.93万 重新持有
BAI BLACKROCK ETF TRUST $885.05万0.15%210,977 155,085277.5% $650.58万 重新持有
CRM SALESFORCE INC $886.18万0.15%51,047 26,485107.8% $459.78万 重新持有
CORO BLACKROCK ETF TRUST $887.31万0.15%250,654 250,654— $887.31万 新建仓
LMT LOCKHEED MARTIN CORP $887.73万0.15%15,306 14,3331,473.1% $831.29万 加仓
PEP PEPSICO INC $894.70万0.15%64,003 55,762676.6% $779.50万 加仓
HQY HEALTHEQUITY INC $898.14万0.15%90,675 90,675— $898.14万 新建仓
MCD MCDONALDS CORP $913.62万0.15%33,754 32,5852,787.4% $881.98万 加仓
ISRG INTUITIVE SURGICAL INC $922.01万0.15%25,839 14,095120.0% $502.95万 重新持有
ADP AUTOMATIC DATA PROCESSING IN $928.46万0.15%36,413 25,545235.0% $651.34万 重新持有
SGOV ISHARES TR $936.46万0.16%93,042 59,803179.9% $601.91万 重新持有
EFV ISHARES TR $940.42万0.16%118,217 48,45369.5% $385.44万 重新持有
IAU ISHARES GOLD TR $955.75万0.16%124,480 18,51417.5% $142.15万 重新持有
ABNB AIRBNB INC $976.41万0.16%66,486 47,765255.1% $701.47万 重新持有
DFAE DIMENSIONAL ETF TRUST $978.71万0.16%260,988 227,607681.8% $853.53万 重新持有
PVAL PUTNAM ETF TRUST $1,002.61万0.17%190,719 20,71112.2% $108.88万 重新持有
KLAC KLA CORP $1,004.54万0.17%49,397 34,067222.2% $692.79万 加仓
CMI CUMMINS INC $1,005.96万0.17%15,200 10,831247.9% $716.82万 重新持有
DIS DISNEY WALT CO $1,006.93万0.17%104,183 70,254207.1% $679.01万 重新持有
RTX RTX CORPORATION $1,023.35万0.17%46,852 43,9281,502.3% $959.49万 加仓
JAAA JANUS DETROIT STR TR $1,027.27万0.17%202,777 101,09899.4% $512.16万 重新持有
CME CME GROUP INC $1,039.97万0.17%40,726 31,393336.4% $801.65万 重新持有
CGDV CAPITAL GROUP DIVIDEND VALUE $1,042.10万0.17%212,847 171,456414.2% $839.45万 重新持有
EFG ISHARES TR $1,044.78万0.17%87,297 78,261866.1% $936.63万 重新持有
VRTX VERTEX PHARMACEUTICALS INC $1,061.85万0.18%22,168 21,1872,159.7% $1,014.86万 加仓
SCHR SCHWAB STRATEGIC TR $1,063.10万0.18%435,160 224,559106.6% $548.60万 重新持有
FREL FIDELITY COVINGTON TRUST $1,063.16万0.18%348,236 275,923381.6% $842.39万 重新持有
SMCI SUPER MICRO COMPUTER INC $1,064.32万0.18%357,034 55,41418.4% $165.19万 加仓
VCIT VANGUARD SCOTTSDALE FDS $1,074.99万0.18%132,193 128,2943,290.4% $1,043.28万 加仓
ATO ATMOS ENERGY CORP $1,093.91万0.18%61,380 46,373309.0% $826.46万 重新持有
MUB ISHARES TR $1,097.83万0.18%103,765 78,213306.1% $827.49万 重新持有
WMT WALMART INC $1,098.75万0.18%98,331 72,161275.7% $806.33万 重新持有
CRDO CREDO TECHNOLOGY GROUP HOLDI $1,100.67万0.18%52,881 36,145216.0% $752.32万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,108.80万0.18%22,302 21,1891,903.8% $1,053.47万 加仓
GOVT ISHARES TR $1,111.80万0.18%493,694 71,26116.9% $160.48万 重新持有
HD HOME DEPOT INC $1,115.86万0.19%33,201 32,0842,872.3% $1,078.32万 加仓
VGLT VANGUARD SCOTTSDALE FDS $1,115.93万0.19%208,119 92,71080.3% $497.11万 重新持有
USMV ISHARES TR $1,126.37万0.19%115,466 21,63523.1% $211.05万 重新持有
BIL SPDR SERIES TRUST $1,129.09万0.19%123,236 120,3004,097.4% $1,102.19万 加仓
FBND FIDELITY MERRIMACK STR TR $1,139.18万0.19%252,758 178,445240.1% $804.25万 重新持有
IBM INTERNATIONAL BUSINESS MACHS $1,141.96万0.19%52,800 50,6102,311.0% $1,094.59万 加仓
ONON ON HLDG AG $1,144.03万0.19%308,697 303,8546,274.1% $1,126.08万 重新持有
IWF ISHARES TR $1,152.77万0.19%98,418 89,5181,005.8% $1,048.53万 重新持有
XLK SELECT SECTOR SPDR TR $1,156.29万0.19%66,339 61,6801,323.9% $1,075.08万 加仓
PKG PACKAGING CORP AMER $1,164.05万0.19%46,125 46,125— $1,164.05万 新建仓
SCHA SCHWAB STRATEGIC TR $1,179.20万0.20%348,154 300,273627.1% $1,017.02万 重新持有
VGT VANGUARD WORLD FD $1,204.19万0.20%107,116 104,4983,991.5% $1,174.76万 重新持有
TLN TALEN ENERGY CORP $1,222.78万0.20%35,231 9,47036.8% $328.68万 加仓
UBER UBER TECHNOLOGIES INC $1,227.57万0.20%180,048 173,9542,854.5% $1,186.02万 重新持有
NFLX NETFLIX INC. $1,249.94万0.21%177,548 174,6165,955.5% $1,229.30万 加仓
ANET ARISTA NETWORKS INC $1,254.19万0.21%73,447 54,809294.1% $935.92万 重新持有
UNP UNION PAC CORP $1,262.06万0.21%42,167 20,68496.3% $619.07万 重新持有
QCOM QUALCOMM INC $1,274.82万0.21%74,972 72,1222,530.6% $1,226.36万 加仓
— BLACKROCK ETF TRUST II $1,295.23万0.22%255,016 255,016— $1,295.23万 新建仓
BND VANGUARD BD INDEX FDS $1,295.33万0.22%178,765 175,0014,649.3% $1,268.06万 加仓
VO VANGUARD INDEX FDS $1,304.92万0.22%161,082 158,9807,563.3% $1,287.89万 重新持有
QQQM INVESCO EXCH TRADED FD TR II $1,307.64万0.22%46,558 45,5324,437.8% $1,278.82万 加仓
STGW STAGWELL INC $1,333.10万0.22%1,724,579 1,724,579— $1,333.10万 新建仓