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 |
|---|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | $36.11万 | 0.01% | 2,140 | 2,140 | — | $36.11万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $36.24万 | 0.01% | 18,577 | -3,996 | -17.7% | -$7.80万 | 重新持有 |
| UGI | UGI CORP NEW | $36.30万 | 0.01% | 9,840 | 9,840 | — | $36.30万 | 新建仓 |
| IBDX | ISHARES TR | $36.63万 | 0.01% | 14,736 | 947 | 6.9% | $2.35万 | 加仓 |
| IOO | ISHARES TR | $36.79万 | 0.01% | 2,676 | 2,676 | — | $36.79万 | 新建仓 |
| ING | ING GROEP N.V. | $36.95万 | 0.01% | 11,032 | 11,032 | — | $36.95万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $36.95万 | 0.01% | 1,704 | 1,704 | — | $36.95万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $36.97万 | 0.01% | 704 | 126 | 21.8% | $6.62万 | 重新持有 |
| STVN | STEVANATO GROUP S P A | $37.01万 | 0.01% | 18,690 | 18,690 | — | $37.01万 | 新建仓 |
| ARGT | GLOBAL X FDS | $37.01万 | 0.01% | 3,953 | 3,953 | — | $37.01万 | 新建仓 |
| SUSB | ISHARES TR | $37.04万 | 0.01% | 14,930 | 14,930 | — | $37.04万 | 新建仓 |
| — | GLOBAL X FDS | $37.10万 | 0.01% | 10,580 | -597 | -5.3% | -$2.09万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $37.15万 | 0.01% | 22,525 | 7,897 | 54.0% | $13.03万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $37.27万 | 0.01% | 10,456 | 1 | 0.0% | $36 | 重新持有 |
| PODD | INSULET CORP | $37.40万 | 0.01% | 2,267 | -69 | -3.0% | -$1.14万 | 重新持有 |
| PRF | INVESCO EXCHANGE TRADED FD T | $37.55万 | 0.01% | 6,878 | 6,878 | — | $37.55万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $37.67万 | 0.01% | 23,858 | 2,941 | 14.1% | $4.64万 | 加仓 |
| TQQQ | PROSHARES TR | $37.84万 | 0.01% | 5,969 | 289 | 5.1% | $1.83万 | 加仓 |
| NCNO | NCINO INC | $37.96万 | 0.01% | 21,507 | 21,507 | — | $37.96万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $37.98万 | 0.01% | 11,368 | 584 | 5.4% | $1.95万 | 重新持有 |
| SFD | SMITHFIELD FOODS INC | $38.08万 | 0.01% | 14,326 | 14,326 | — | $38.08万 | 新建仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $38.08万 | 0.01% | 13,125 | 13,125 | — | $38.08万 | 新建仓 |
| — | GLOBAL X FDS | $38.14万 | 0.01% | 8,547 | 8,547 | — | $38.14万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $38.29万 | 0.01% | 2,731 | 2,731 | — | $38.29万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $38.31万 | 0.01% | 7,679 | 7,679 | — | $38.31万 | 新建仓 |
| AIZ | ASSURANT INC | $38.41万 | 0.01% | 1,387 | 1,387 | — | $38.41万 | 新建仓 |
| SDOG | ALPS ETF TR | $38.62万 | 0.01% | 5,349 | 67 | 1.3% | $4,838 | 重新持有 |
| VPU | VANGUARD WORLD FD | $38.63万 | 0.01% | 1,961 | 1,961 | — | $38.63万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $38.72万 | 0.01% | 13,146 | -19 | -0.1% | -$560 | 重新持有 |
| GWW | WW GRAINGER INC | $38.74万 | 0.01% | 277 | -271 | -49.5% | -$37.90万 | 重新持有 |
| ATI | ATI INC | $38.80万 | 0.01% | 2,014 | 2,014 | — | $38.80万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $38.83万 | 0.01% | 19,153 | -2,907 | -13.2% | -$5.89万 | 重新持有 |
| RJF | RAYMOND JAMES FINL INC | $38.85万 | 0.01% | 2,238 | 2,238 | — | $38.85万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $38.94万 | 0.01% | 15,932 | 15,932 | — | $38.94万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.95万 | 0.01% | 22,697 | 22,697 | — | $38.95万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $39.00万 | 0.01% | 4,847 | 4,847 | — | $39.00万 | 新建仓 |
| WELL | WELLTOWER INC | $39.02万 | 0.01% | 1,571 | 1,571 | — | $39.02万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $39.16万 | 0.01% | 1,198 | 1,198 | — | $39.16万 | 新建仓 |
| IWS | ISHARES TR | $39.25万 | 0.01% | 2,344 | 2,344 | — | $39.25万 | 新建仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $39.34万 | 0.01% | 15,631 | 6,071 | 63.5% | $15.28万 | 重新持有 |
| AVTR | AVANTOR INC | $39.36万 | 0.01% | 33,469 | 33,469 | — | $39.36万 | 新建仓 |
| GIS | GENERAL MILLS INC | $39.37万 | 0.01% | 10,754 | 748 | 7.5% | $2.74万 | 重新持有 |
| PJUL | INNOVATOR ETFS TRUST | $39.37万 | 0.01% | 8,090 | 168 | 2.1% | $8,177 | 重新持有 |
| — | DBX ETF TR | $39.41万 | 0.01% | 8,970 | -4,403 | -32.9% | -$19.35万 | 重新持有 |
| YUM | YUM BRANDS INC | $39.55万 | 0.01% | 2,676 | 2,676 | — | $39.55万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $40.07万 | 0.01% | 2,133 | 2,133 | — | $40.07万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $40.15万 | 0.01% | 21,547 | 21,547 | — | $40.15万 | 新建仓 |
| SLQD | ISHARES TR | $40.15万 | 0.01% | 8,013 | 8,013 | — | $40.15万 | 新建仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $40.18万 | 0.01% | 10,478 | 10,478 | — | $40.18万 | 新建仓 |
| SYSB | ISHARES TR | $40.26万 | 0.01% | 4,606 | 4,606 | — | $40.26万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $40.36万 | 0.01% | 8,820 | -1,148 | -11.5% | -$5.25万 | 重新持有 |
| MANU | MANCHESTER UTD PLC NEW | $40.37万 | 0.01% | 17,560 | 17,560 | — | $40.37万 | 新建仓 |
| MSTR | STRATEGY INC | $40.40万 | 0.01% | 4,095 | 1,851 | 82.5% | $18.26万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $40.41万 | 0.01% | 1,451 | -861 | -37.2% | -$23.98万 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $40.56万 | 0.01% | 1,707 | 670 | 64.6% | $15.92万 | 重新持有 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $40.56万 | 0.01% | 20,252 | 20,252 | — | $40.56万 | 新建仓 |
| DVY | ISHARES TR | $40.58万 | 0.01% | 2,486 | 2,486 | — | $40.58万 | 新建仓 |
| SNY | SANOFI SA | $40.85万 | 0.01% | 9,285 | 3,926 | 73.3% | $17.27万 | 加仓 |
| ZS | ZSCALER INC | $41.00万 | 0.01% | 2,783 | -2,483 | -47.2% | -$36.58万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.08万 | 0.01% | 9,225 | 1 | 0.0% | $45 | 重新持有 |
| TOTL | SSGA ACTIVE ETF TR | $41.17万 | 0.01% | 10,606 | 1,585 | 17.6% | $6.15万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.41万 | 0.01% | 5,049 | 5,049 | — | $41.41万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $41.44万 | 0.01% | 9,026 | -1,199 | -11.7% | -$5.50万 | 重新持有 |
| COHR | COHERENT CORP | $41.86万 | 0.01% | 1,543 | 589 | 61.7% | $15.98万 | 加仓 |
| QXO | QXO INC | $41.87万 | 0.01% | 29,632 | 21,045 | 245.1% | $29.74万 | 重新持有 |
| DHR | DANAHER CORP DEL | $41.87万 | 0.01% | 2,131 | 946 | 79.8% | $18.59万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $41.89万 | 0.01% | 5,044 | 1,352 | 36.6% | $11.23万 | 重新持有 |
| WTFC | WINTRUST FINL CORP | $41.90万 | 0.01% | 2,637 | 2,637 | — | $41.90万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $41.91万 | 0.01% | 2,140 | 2,140 | — | $41.91万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $42.29万 | 0.01% | 12,321 | 12,321 | — | $42.29万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $42.35万 | 0.01% | 1,437 | 555 | 62.9% | $16.36万 | 重新持有 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.49万 | 0.01% | 3,158 | -1,449 | -31.5% | -$19.50万 | 重新持有 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $42.54万 | 0.01% | 8,880 | 8,880 | — | $42.54万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $42.69万 | 0.01% | 15,187 | -433 | -2.8% | -$1.22万 | 重新持有 |
| BALL | BALL CORP | $42.73万 | 0.01% | 6,607 | 6,607 | — | $42.73万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $42.76万 | 0.01% | 10,025 | 10,025 | — | $42.76万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $42.90万 | 0.01% | 2,841 | 2,841 | — | $42.90万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $43.15万 | 0.01% | 16,890 | 16,890 | — | $43.15万 | 新建仓 |
| — | NEOS ETF TRUST | $43.40万 | 0.01% | 7,965 | 7,965 | — | $43.40万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $43.83万 | 0.01% | 130,100 | 130,100 | — | $43.83万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $43.93万 | 0.01% | 4,080 | -8,743 | -68.2% | -$94.13万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $44.13万 | 0.01% | 5,092 | 837 | 19.7% | $7.25万 | 重新持有 |
| IJT | ISHARES TR | $44.13万 | 0.01% | 2,557 | 2,557 | — | $44.13万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.21万 | 0.01% | 2,506 | 2,506 | — | $44.21万 | 新建仓 |
| — | VANECK ETF TRUST | $44.37万 | 0.01% | 9,607 | 9,607 | — | $44.37万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $44.48万 | 0.01% | 1,230 | -2,192 | -64.1% | -$79.27万 | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $44.57万 | 0.01% | 3,232 | 1,159 | 55.9% | $15.98万 | 重新持有 |
| REET | ISHARES TR | $44.64万 | 0.01% | 15,505 | 5,703 | 58.2% | $16.42万 | 重新持有 |
| ILCG | ISHARES TR | $44.80万 | 0.01% | 4,037 | 1,982 | 96.4% | $22.00万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $44.81万 | 0.01% | 3,897 | 2,563 | 192.1% | $29.47万 | 重新持有 |
| ATRC | ATRICURE INC | $44.82万 | 0.01% | 11,993 | 11,993 | — | $44.82万 | 新建仓 |
| RELX | RELX PLC | $44.87万 | 0.01% | 12,585 | -5,025 | -28.5% | -$17.91万 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $45.09万 | 0.01% | 7,360 | -612 | -7.7% | -$3.75万 | 重新持有 |
| ROL | ROLLINS INC | $45.18万 | 0.01% | 11,564 | 5,866 | 102.9% | $22.92万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $45.68万 | 0.01% | 8,283 | 1 | 0.0% | $55 | 重新持有 |
| VGK | VANGUARD INTL EQUITY INDEX F | $45.70万 | 0.01% | 5,144 | 5,144 | — | $45.70万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $45.73万 | 0.01% | 15,507 | -47,389 | -75.3% | -$139.75万 | 重新持有 |
| DCI | DONALDSON INC | $45.88万 | 0.01% | 4,923 | 4,923 | — | $45.88万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $46.03万 | 0.01% | 4,542 | 2,362 | 108.3% | $23.94万 | 重新持有 |
| GNL | GLOBAL NET LEASE INC | $46.07万 | 0.01% | 51,667 | 9,263 | 21.8% | $8.26万 | 加仓 |