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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 13,293 | 96.3% | $316.25万 | 重新持有 |
| SHOP | SHOPIFY INC | $656.70万 | 0.11% | 51,757 | 44,021 | 569.0% | $558.54万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $659.19万 | 0.11% | 115,465 | 92,583 | 404.6% | $528.56万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $666.48万 | 0.11% | 199,365 | 155,800 | 357.6% | $520.84万 | 重新持有 |
| THRO | BLACKROCK ETF TRUST | $669.45万 | 0.11% | 158,939 | 112,527 | 242.5% | $473.96万 | 重新持有 |
| MO | ALTRIA GROUP INC | $673.33万 | 0.11% | 92,376 | 77,310 | 513.1% | $563.51万 | 加仓 |
| TLH | ISHARES TR | $680.62万 | 0.11% | 69,608 | 49,332 | 243.3% | $482.37万 | 重新持有 |
| IGEB | ISHARES TR | $681.14万 | 0.11% | 153,618 | 35,273 | 29.8% | $156.40万 | 重新持有 |
| IUSG | ISHARES TR | $681.57万 | 0.11% | 37,614 | 35,874 | 2,061.7% | $650.04万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $683.94万 | 0.11% | 30,847 | 29,538 | 2,256.5% | $654.91万 | 加仓 |
| IEF | ISHARES TR | $686.47万 | 0.11% | 73,592 | 7,276 | 11.0% | $67.87万 | 重新持有 |
| APP | APPLOVIN CORP | $689.54万 | 0.11% | 16,707 | 4,940 | 42.0% | $203.89万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $691.23万 | 0.11% | 10,892 | 7,342 | 206.8% | $465.94万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $720.52万 | 0.12% | 6,874 | 6,157 | 858.7% | $645.37万 | 加仓 |
| AMAT | APPLIED MATLS INC | $722.20万 | 0.12% | 13,972 | 12,514 | 858.3% | $646.84万 | 加仓 |
| ICVT | ISHARES TR | $725.31万 | 0.12% | 63,938 | 5,067 | 8.6% | $57.48万 | 重新持有 |
| MBB | ISHARES TR | $730.61万 | 0.12% | 78,249 | 45,700 | 140.4% | $426.70万 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $741.82万 | 0.12% | 91,833 | 30,352 | 49.4% | $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 | 11,659 | 106.6% | $391.03万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $759.75万 | 0.13% | 146,416 | 24,186 | 19.8% | $125.50万 | 重新持有 |
| EMR | EMERSON ELEC CO | $760.14万 | 0.13% | 50,913 | 37,697 | 285.2% | $562.82万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $762.60万 | 0.13% | 227,100 | 216,655 | 2,074.2% | $727.53万 | 加仓 |
| QUAL | ISHARES TR | $767.27万 | 0.13% | 35,316 | 8,895 | 33.7% | $193.25万 | 重新持有 |
| INTU | INTUIT | $770.42万 | 0.13% | 25,350 | 20,872 | 466.1% | $634.33万 | 重新持有 |
| MTUM | ISHARES TR | $771.60万 | 0.13% | 25,522 | 17,001 | 199.5% | $513.99万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $772.65万 | 0.13% | 26,865 | 4,558 | 20.4% | $131.09万 | 重新持有 |
| FIX | COMFORT SYS USA INC | $776.55万 | 0.13% | 4,488 | 2,346 | 109.5% | $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 | 42,042 | 69.2% | $328.77万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $818.51万 | 0.14% | 27,976 | 21,025 | 302.5% | $615.14万 | 重新持有 |
| MDT | MEDTRONIC PLC | $819.37万 | 0.14% | 97,290 | 93,869 | 2,743.9% | $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 | 40,281 | 239.8% | $586.12万 | 重新持有 |
| BALI | BLACKROCK ETF TRUST | $834.81万 | 0.14% | 247,864 | 138,463 | 126.6% | $466.34万 | 重新持有 |
| AMGN | AMGEN INC | $839.13万 | 0.14% | 22,302 | 12,142 | 119.5% | $456.85万 | 重新持有 |
| BX | BLACKSTONE INC | $844.52万 | 0.14% | 63,689 | 58,123 | 1,044.3% | $770.71万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $851.46万 | 0.14% | 128,970 | 98,362 | 321.4% | $649.38万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $853.43万 | 0.14% | 96,075 | 93,903 | 4,323.3% | $834.14万 | 加仓 |
| IXUS | ISHARES TR | $867.54万 | 0.14% | 92,686 | 47,205 | 103.8% | $441.84万 | 重新持有 |
| GEV | GE VERNOVA INC | $879.52万 | 0.15% | 8,825 | 7,294 | 476.4% | $726.93万 | 重新持有 |
| BAI | BLACKROCK ETF TRUST | $885.05万 | 0.15% | 210,977 | 155,085 | 277.5% | $650.58万 | 重新持有 |
| CRM | SALESFORCE INC | $886.18万 | 0.15% | 51,047 | 26,485 | 107.8% | $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 | 14,333 | 1,473.1% | $831.29万 | 加仓 |
| PEP | PEPSICO INC | $894.70万 | 0.15% | 64,003 | 55,762 | 676.6% | $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 | 32,585 | 2,787.4% | $881.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $922.01万 | 0.15% | 25,839 | 14,095 | 120.0% | $502.95万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $928.46万 | 0.15% | 36,413 | 25,545 | 235.0% | $651.34万 | 重新持有 |
| SGOV | ISHARES TR | $936.46万 | 0.16% | 93,042 | 59,803 | 179.9% | $601.91万 | 重新持有 |
| EFV | ISHARES TR | $940.42万 | 0.16% | 118,217 | 48,453 | 69.5% | $385.44万 | 重新持有 |
| IAU | ISHARES GOLD TR | $955.75万 | 0.16% | 124,480 | 18,514 | 17.5% | $142.15万 | 重新持有 |
| ABNB | AIRBNB INC | $976.41万 | 0.16% | 66,486 | 47,765 | 255.1% | $701.47万 | 重新持有 |
| DFAE | DIMENSIONAL ETF TRUST | $978.71万 | 0.16% | 260,988 | 227,607 | 681.8% | $853.53万 | 重新持有 |
| PVAL | PUTNAM ETF TRUST | $1,002.61万 | 0.17% | 190,719 | 20,711 | 12.2% | $108.88万 | 重新持有 |
| KLAC | KLA CORP | $1,004.54万 | 0.17% | 49,397 | 34,067 | 222.2% | $692.79万 | 加仓 |
| CMI | CUMMINS INC | $1,005.96万 | 0.17% | 15,200 | 10,831 | 247.9% | $716.82万 | 重新持有 |
| DIS | DISNEY WALT CO | $1,006.93万 | 0.17% | 104,183 | 70,254 | 207.1% | $679.01万 | 重新持有 |
| RTX | RTX CORPORATION | $1,023.35万 | 0.17% | 46,852 | 43,928 | 1,502.3% | $959.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,027.27万 | 0.17% | 202,777 | 101,098 | 99.4% | $512.16万 | 重新持有 |
| CME | CME GROUP INC | $1,039.97万 | 0.17% | 40,726 | 31,393 | 336.4% | $801.65万 | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,042.10万 | 0.17% | 212,847 | 171,456 | 414.2% | $839.45万 | 重新持有 |
| EFG | ISHARES TR | $1,044.78万 | 0.17% | 87,297 | 78,261 | 866.1% | $936.63万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,061.85万 | 0.18% | 22,168 | 21,187 | 2,159.7% | $1,014.86万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,063.10万 | 0.18% | 435,160 | 224,559 | 106.6% | $548.60万 | 重新持有 |
| FREL | FIDELITY COVINGTON TRUST | $1,063.16万 | 0.18% | 348,236 | 275,923 | 381.6% | $842.39万 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $1,064.32万 | 0.18% | 357,034 | 55,414 | 18.4% | $165.19万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,074.99万 | 0.18% | 132,193 | 128,294 | 3,290.4% | $1,043.28万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1,093.91万 | 0.18% | 61,380 | 46,373 | 309.0% | $826.46万 | 重新持有 |
| MUB | ISHARES TR | $1,097.83万 | 0.18% | 103,765 | 78,213 | 306.1% | $827.49万 | 重新持有 |
| WMT | WALMART INC | $1,098.75万 | 0.18% | 98,331 | 72,161 | 275.7% | $806.33万 | 重新持有 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,100.67万 | 0.18% | 52,881 | 36,145 | 216.0% | $752.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,108.80万 | 0.18% | 22,302 | 21,189 | 1,903.8% | $1,053.47万 | 加仓 |
| GOVT | ISHARES TR | $1,111.80万 | 0.18% | 493,694 | 71,261 | 16.9% | $160.48万 | 重新持有 |
| HD | HOME DEPOT INC | $1,115.86万 | 0.19% | 33,201 | 32,084 | 2,872.3% | $1,078.32万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,115.93万 | 0.19% | 208,119 | 92,710 | 80.3% | $497.11万 | 重新持有 |
| USMV | ISHARES TR | $1,126.37万 | 0.19% | 115,466 | 21,635 | 23.1% | $211.05万 | 重新持有 |
| BIL | SPDR SERIES TRUST | $1,129.09万 | 0.19% | 123,236 | 120,300 | 4,097.4% | $1,102.19万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,139.18万 | 0.19% | 252,758 | 178,445 | 240.1% | $804.25万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,141.96万 | 0.19% | 52,800 | 50,610 | 2,311.0% | $1,094.59万 | 加仓 |
| ONON | ON HLDG AG | $1,144.03万 | 0.19% | 308,697 | 303,854 | 6,274.1% | $1,126.08万 | 重新持有 |
| IWF | ISHARES TR | $1,152.77万 | 0.19% | 98,418 | 89,518 | 1,005.8% | $1,048.53万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $1,156.29万 | 0.19% | 66,339 | 61,680 | 1,323.9% | $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 | 300,273 | 627.1% | $1,017.02万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $1,204.19万 | 0.20% | 107,116 | 104,498 | 3,991.5% | $1,174.76万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $1,222.78万 | 0.20% | 35,231 | 9,470 | 36.8% | $328.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,227.57万 | 0.20% | 180,048 | 173,954 | 2,854.5% | $1,186.02万 | 重新持有 |
| NFLX | NETFLIX INC. | $1,249.94万 | 0.21% | 177,548 | 174,616 | 5,955.5% | $1,229.30万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,254.19万 | 0.21% | 73,447 | 54,809 | 294.1% | $935.92万 | 重新持有 |
| UNP | UNION PAC CORP | $1,262.06万 | 0.21% | 42,167 | 20,684 | 96.3% | $619.07万 | 重新持有 |
| QCOM | QUALCOMM INC | $1,274.82万 | 0.21% | 74,972 | 72,122 | 2,530.6% | $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 | 175,001 | 4,649.3% | $1,268.06万 | 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 |
| 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 |
| STGW | STAGWELL INC | $1,333.10万 | 0.22% | 1,724,579 | 1,724,579 | — | $1,333.10万 | 新建仓 |