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 |
|---|---|---|---|---|---|---|---|---|
| ZION | ZIONS BANCORPORATION NATL AS | $27.11万 | 0.00% | 3,957 | 3,957 | — | $27.11万 | 新建仓 |
| UMI | USCF ETF TR | $27.12万 | 0.00% | 4,508 | 4,508 | — | $27.12万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $27.24万 | 0.00% | 2,177 | 2,177 | — | $27.24万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $27.27万 | 0.00% | 9,330 | 9,330 | — | $27.27万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $27.39万 | 0.00% | 6,316 | 6,316 | — | $27.39万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $27.41万 | 0.00% | 10,663 | 1,400 | 15.1% | $3.60万 | 重新持有 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $27.43万 | 0.00% | 10,820 | 10,820 | — | $27.43万 | 新建仓 |
| DMXF | ISHARES TR | $27.51万 | 0.00% | 3,311 | 3,311 | — | $27.51万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $27.52万 | 0.00% | 783 | 783 | — | $27.52万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $27.67万 | 0.00% | 5,491 | -1,068 | -16.3% | -$5.38万 | 重新持有 |
| SCZ | ISHARES TR | $27.67万 | 0.00% | 3,323 | 3,323 | — | $27.67万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $27.69万 | 0.00% | 2,852 | -869 | -23.4% | -$8.44万 | 减仓 |
| DEM | WISDOMTREE TR | $27.74万 | 0.00% | 5,203 | 5,203 | — | $27.74万 | 新建仓 |
| SITM | SITIME CORP | $27.76万 | 0.00% | 531 | -56 | -9.5% | -$2.93万 | 重新持有 |
| YPF | YPF SOCIEDAD ANONIMA | $27.82万 | 0.00% | 5,466 | 5,466 | — | $27.82万 | 新建仓 |
| NDSN | NORDSON CORP | $28.17万 | 0.00% | 947 | 947 | — | $28.17万 | 新建仓 |
| KKR | KKR & CO INC | $28.22万 | 0.00% | 2,777 | -3,956 | -58.8% | -$40.20万 | 重新持有 |
| FAST | FASTENAL CO | $28.23万 | 0.00% | 5,926 | 5,926 | — | $28.23万 | 新建仓 |
| P | EVERPURE INC | $28.27万 | 0.00% | 3,810 | -771 | -16.8% | -$5.72万 | 重新持有 |
| KVUE | KENVUE INC | $28.44万 | 0.00% | 14,598 | -27,844 | -65.6% | -$54.24万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $28.54万 | 0.00% | 7,388 | 571 | 8.4% | $2.21万 | 重新持有 |
| WPM | WHEATON PRECIOUS METALS CORP | $28.60万 | 0.00% | 2,553 | 2,553 | — | $28.60万 | 新建仓 |
| CG | CARLYLE GROUP INC | $28.77万 | 0.00% | 6,216 | -681 | -9.9% | -$3.15万 | 重新持有 |
| TTAN | SERVICETITAN INC | $28.79万 | 0.00% | 3,843 | 3,843 | — | $28.79万 | 新建仓 |
| GM | GENERAL MTRS CO | $28.81万 | 0.00% | 3,310 | 3,310 | — | $28.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.12万 | 0.00% | 9,720 | 520 | 5.7% | $1.56万 | 重新持有 |
| WY | WEYERHAEUSER CO | $29.14万 | 0.00% | 12,189 | -2,310 | -15.9% | -$5.52万 | 减仓 |
| TFC | TRUIST FINL CORP | $29.15万 | 0.00% | 5,593 | 5,593 | — | $29.15万 | 新建仓 |
| NULG | NUSHARES ETF TR | $29.16万 | 0.00% | 2,617 | -248 | -8.7% | -$2.76万 | 重新持有 |
| RACE | FERRARI N V | $29.30万 | 0.00% | 771 | -3,498 | -81.9% | -$132.95万 | 重新持有 |
| — | VICTORY PORTFOLIOS II | $29.44万 | 0.00% | 4,402 | 183 | 4.3% | $1.22万 | 重新持有 |
| MLRG | ISHARES TR | $29.48万 | 0.00% | 2,880 | -333 | -10.4% | -$3.41万 | 重新持有 |
| WST | WEST PHARMACEUTICAL SVSC INC | $29.53万 | 0.00% | 891 | 891 | — | $29.53万 | 新建仓 |
| EMB | ISHARES TR | $29.62万 | 0.00% | 3,120 | -5,141 | -62.2% | -$48.81万 | 重新持有 |
| RLY | SSGA ACTIVE ETF TR | $29.63万 | 0.00% | 8,256 | 8,256 | — | $29.63万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $29.72万 | 0.00% | 6,704 | 1 | 0.0% | $44 | 重新持有 |
| WFG | WEST FRASER TIMBER CO LTD | $29.76万 | 0.00% | 4,490 | -972 | -17.8% | -$6.44万 | 减仓 |
| MAS | MASCO CORP | $29.82万 | 0.00% | 3,674 | 3,674 | — | $29.82万 | 新建仓 |
| CAM | AB ACTIVE ETFS INC | $29.87万 | 0.00% | 12,017 | -3,986 | -24.9% | -$9.91万 | 重新持有 |
| PTC | PTC INC | $29.96万 | 0.00% | 2,393 | -920 | -27.8% | -$11.52万 | 重新持有 |
| CPRT | COPART INC | $30.15万 | 0.01% | 10,120 | -20,929 | -67.4% | -$62.35万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $30.26万 | 0.01% | 7,731 | 7,731 | — | $30.26万 | 新建仓 |
| TLTW | ISHARES TR | $30.32万 | 0.01% | 14,000 | 14,000 | — | $30.32万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $30.35万 | 0.01% | 3,321 | 3,321 | — | $30.35万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $30.37万 | 0.01% | 7,236 | 7,236 | — | $30.37万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $30.38万 | 0.01% | 780 | 780 | — | $30.38万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $30.41万 | 0.01% | 1,848 | 1,848 | — | $30.41万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $30.59万 | 0.01% | 8,370 | 8,370 | — | $30.59万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $30.59万 | 0.01% | 6,944 | 6,944 | — | $30.59万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $30.60万 | 0.01% | 3,371 | 3,371 | — | $30.60万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $30.66万 | 0.01% | 3,140 | -1,497 | -32.3% | -$14.62万 | 重新持有 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.73万 | 0.01% | 1,761 | 1,761 | — | $30.73万 | 新建仓 |
| KMT | KENNAMETAL INC | $30.77万 | 0.01% | 8,713 | 8,713 | — | $30.77万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $30.86万 | 0.01% | 3,106 | 3,106 | — | $30.86万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $30.92万 | 0.01% | 2,489 | 883 | 55.0% | $10.97万 | 重新持有 |
| SHLD | GLOBAL X FDS | $31.01万 | 0.01% | 4,856 | 4,856 | — | $31.01万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.03万 | 0.01% | 1,225 | 1,225 | — | $31.03万 | 新建仓 |
| EXEL | EXELIXIS INC | $31.07万 | 0.01% | 5,567 | 5,567 | — | $31.07万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $31.13万 | 0.01% | 26,075 | 2,319 | 9.8% | $2.77万 | 加仓 |
| OMC | OMNICOM GROUP INC | $31.15万 | 0.01% | 3,780 | -132 | -3.4% | -$1.09万 | 重新持有 |
| — | DIREXION SHARES ETF TRUST | $31.19万 | 0.01% | 10,009 | 10,009 | — | $31.19万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $31.19万 | 0.01% | 10,850 | 10,850 | — | $31.19万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $31.25万 | 0.01% | 1,597 | 1,597 | — | $31.25万 | 新建仓 |
| CMS | CMS ENERGY CORP | $31.30万 | 0.01% | 4,215 | -300 | -6.6% | -$2.23万 | 重新持有 |
| CTVA | CORTEVA INC | $31.40万 | 0.01% | 3,585 | 3,585 | — | $31.40万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $31.40万 | 0.01% | 5,893 | 5,893 | — | $31.40万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $31.43万 | 0.01% | 6,265 | 6,265 | — | $31.43万 | 新建仓 |
| XEL | XCEL ENERGY INC | $31.48万 | 0.01% | 3,900 | 1,049 | 36.8% | $8.47万 | 重新持有 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.49万 | 0.01% | 1,040 | 1,040 | — | $31.49万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $31.73万 | 0.01% | 22,533 | 22,533 | — | $31.73万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $31.75万 | 0.01% | 4,162 | 758 | 22.3% | $5.78万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $32.01万 | 0.01% | 6,985 | 6,985 | — | $32.01万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $32.10万 | 0.01% | 17,746 | 17,746 | — | $32.10万 | 新建仓 |
| BSVO | EA SERIES TRUST | $32.25万 | 0.01% | 10,972 | 10,972 | — | $32.25万 | 新建仓 |
| EVUS | ISHARES TR | $32.34万 | 0.01% | 9,030 | 9,030 | — | $32.34万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $32.50万 | 0.01% | 4,038 | 1,585 | 64.6% | $12.76万 | 重新持有 |
| XLB | SELECT SECTOR SPDR TR | $32.57万 | 0.01% | 6,338 | -6,603 | -51.0% | -$33.93万 | 重新持有 |
| PCB | PCB BANCORP | $32.59万 | 0.01% | 11,644 | 111 | 1.0% | $3,107 | 重新持有 |
| IWV | ISHARES TR | $32.60万 | 0.01% | 774 | 254 | 48.8% | $10.70万 | 重新持有 |
| GAP | GAP INC | $32.94万 | 0.01% | 16,770 | -826 | -4.7% | -$1.62万 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $32.95万 | 0.01% | 1,256 | 1,256 | — | $32.95万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $33.19万 | 0.01% | 9,700 | 9,700 | — | $33.19万 | 新建仓 |
| SUSA | ISHARES TR | $33.45万 | 0.01% | 2,198 | 2,198 | — | $33.45万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $33.63万 | 0.01% | 10,628 | 2,054 | 24.0% | $6.50万 | 重新持有 |
| DFIS | DIMENSIONAL ETF TRUST | $33.68万 | 0.01% | 9,467 | 1,929 | 25.6% | $6.86万 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO | $33.85万 | 0.01% | 30,363 | -417 | -1.4% | -$4,649 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $33.87万 | 0.01% | 4,188 | 4,188 | — | $33.87万 | 新建仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $34.29万 | 0.01% | 28,036 | 28,036 | — | $34.29万 | 新建仓 |
| IWP | ISHARES TR | $34.49万 | 0.01% | 2,509 | -1,205 | -32.4% | -$16.56万 | 重新持有 |
| EIX | EDISON INTL | $34.57万 | 0.01% | 4,396 | 4,396 | — | $34.57万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $34.74万 | 0.01% | 21,889 | -26,852 | -55.1% | -$42.61万 | 重新持有 |
| EBAY | EBAY INC. | $34.93万 | 0.01% | 3,085 | 3,085 | — | $34.93万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $34.97万 | 0.01% | 5,006 | 5,006 | — | $34.97万 | 新建仓 |
| DGRW | WISDOMTREE TR | $35.09万 | 0.01% | 3,670 | 560 | 18.0% | $5.35万 | 重新持有 |
| NOBL | PROSHARES TR | $35.10万 | 0.01% | 6,107 | 2,615 | 74.9% | $15.03万 | 重新持有 |
| NGG | NATIONAL GRID PLC | $35.16万 | 0.01% | 4,329 | 1,687 | 63.9% | $13.70万 | 重新持有 |
| MLN | VANECK ETF TRUST | $35.16万 | 0.01% | 20,162 | 8,301 | 70.0% | $14.48万 | 重新持有 |
| DUSB | DIMENSIONAL ETF TRUST | $35.41万 | 0.01% | 6,986 | 894 | 14.7% | $4.53万 | 重新持有 |
| IGF | ISHARES TR | $35.49万 | 0.01% | 5,308 | -5,853 | -52.4% | -$39.14万 | 重新持有 |
| SECT | NORTHERN LTS FD TR IV | $36.06万 | 0.01% | 5,154 | -997 | -16.2% | -$6.98万 | 重新持有 |