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 |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | $63.79万 | 0.01% | 14,731 | 1,580 | 12.0% | $6.84万 | 重新持有 |
| WSO | WATSCO INC | $63.90万 | 0.01% | 1,754 | 1,754 | — | $63.90万 | 新建仓 |
| WTPI | WISDOMTREE TR | $64.17万 | 0.01% | 19,536 | -4,698 | -19.4% | -$15.43万 | 重新持有 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $64.39万 | 0.01% | 15,000 | 15,000 | — | $64.39万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $64.57万 | 0.01% | 9,130 | 9,130 | — | $64.57万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $64.81万 | 0.01% | 506 | 369 | 269.3% | $47.26万 | 重新持有 |
| FVAL | FIDELITY COVINGTON TRUST | $65.93万 | 0.01% | 8,281 | -3,595 | -30.3% | -$28.62万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $66.31万 | 0.01% | 3,225 | 3,225 | — | $66.31万 | 新建仓 |
| PWR | QUANTA SVCS INC | $66.37万 | 0.01% | 1,070 | 576 | 116.6% | $35.73万 | 重新持有 |
| BITB | BITWISE BITCOIN ETF TR | $66.51万 | 0.01% | 18,879 | -984 | -5.0% | -$3.47万 | 重新持有 |
| XONE | BONDBLOXX ETF TRUST | $66.80万 | 0.01% | 13,546 | 13,546 | — | $66.80万 | 新建仓 |
| EPAM | EPAM SYS INC | $66.93万 | 0.01% | 7,107 | 5,530 | 350.7% | $52.08万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $66.97万 | 0.01% | 2,120 | 1,630 | 332.7% | $51.49万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $67.09万 | 0.01% | 9,480 | 4,556 | 92.5% | $32.24万 | 重新持有 |
| CCB | COASTAL FINL CORP WA | $67.47万 | 0.01% | 9,323 | 9,323 | — | $67.47万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $67.48万 | 0.01% | 40,946 | 1,147 | 2.9% | $1.89万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $67.64万 | 0.01% | 3,292 | 453 | 16.0% | $9.31万 | 重新持有 |
| WAB | WABTEC | $68.09万 | 0.01% | 2,263 | 2,263 | — | $68.09万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $68.41万 | 0.01% | 4,140 | 4,140 | — | $68.41万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $68.72万 | 0.01% | 37,084 | 21,865 | 143.7% | $40.52万 | 重新持有 |
| EVR | EVERCORE INC | $68.87万 | 0.01% | 2,025 | 2,025 | — | $68.87万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $68.91万 | 0.01% | 12,194 | 3,413 | 38.9% | $19.29万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $68.93万 | 0.01% | 15,146 | 5,602 | 58.7% | $25.49万 | 重新持有 |
| BSY | BENTLEY SYS INC | $69.45万 | 0.01% | 20,603 | 8,679 | 72.8% | $29.26万 | 重新持有 |
| RPG | INVESCO EXCHANGE TRADED FD T | $69.49万 | 0.01% | 12,354 | 658 | 5.6% | $3.70万 | 重新持有 |
| IVOO | VANGUARD ADMIRAL FDS INC | $69.52万 | 0.01% | 5,406 | 969 | 21.8% | $12.46万 | 重新持有 |
| MET | METLIFE INC | $69.97万 | 0.01% | 7,350 | -3,061 | -29.4% | -$29.14万 | 重新持有 |
| AIPO | TIDAL TRUST II | $69.98万 | 0.01% | 24,106 | 24,106 | — | $69.98万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $70.28万 | 0.01% | 3,967 | 1,812 | 84.1% | $32.10万 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $70.32万 | 0.01% | 3,525 | 1,376 | 64.0% | $27.45万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $70.37万 | 0.01% | 44,312 | 44,312 | — | $70.37万 | 新建仓 |
| TIP | ISHARES TR | $70.71万 | 0.01% | 6,584 | 4,244 | 181.4% | $45.58万 | 重新持有 |
| ZALT | INNOVATOR ETFS TRUST | $70.79万 | 0.01% | 20,895 | -2,160 | -9.4% | -$7.32万 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $70.87万 | 0.01% | 12,215 | 5,159 | 73.1% | $29.93万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $71.02万 | 0.01% | 9,307 | -7,059 | -43.1% | -$53.87万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $71.28万 | 0.01% | 8,850 | 8,850 | — | $71.28万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $71.36万 | 0.01% | 2,751 | 1,394 | 102.7% | $36.16万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $71.54万 | 0.01% | 19,725 | 7,346 | 59.3% | $26.64万 | 重新持有 |
| USRT | ISHARES TR | $71.59万 | 0.01% | 10,304 | 10,304 | — | $71.59万 | 新建仓 |
| — | ALPS ETF TR | $71.68万 | 0.01% | 17,393 | 17,393 | — | $71.68万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $71.93万 | 0.01% | 19,346 | -41 | -0.2% | -$1,524 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $72.38万 | 0.01% | 15,021 | 15,021 | — | $72.38万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $72.73万 | 0.01% | 42,458 | 4,122 | 10.8% | $7.06万 | 加仓 |
| EUFN | ISHARES TR | $72.82万 | 0.01% | 17,774 | 17,774 | — | $72.82万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $73.40万 | 0.01% | 3,201 | 3,201 | — | $73.40万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $73.42万 | 0.01% | 28,803 | 7,935 | 38.0% | $20.23万 | 重新持有 |
| OCTW | AIM ETF PRODUCTS TRUST | $73.46万 | 0.01% | 17,912 | 1 | 0.0% | $41 | 重新持有 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $73.47万 | 0.01% | 22,839 | 3,564 | 18.5% | $11.47万 | 重新持有 |
| VOX | VANGUARD WORLD FD | $73.54万 | 0.01% | 4,037 | 4,037 | — | $73.54万 | 新建仓 |
| KFY | KORN FERRY | $73.67万 | 0.01% | 9,076 | 9,076 | — | $73.67万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $73.83万 | 0.01% | 2,256 | 1,066 | 89.6% | $34.89万 | 重新持有 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $73.85万 | 0.01% | 2,490 | 2,490 | — | $73.85万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $74.47万 | 0.01% | 5,741 | 3,683 | 179.0% | $47.78万 | 重新持有 |
| CSGP | COSTAR GROUP INC | $74.59万 | 0.01% | 25,570 | 22,055 | 627.5% | $64.33万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $74.73万 | 0.01% | 4,079 | -613 | -13.1% | -$11.23万 | 重新持有 |
| IONQ | IONQ INC | $74.86万 | 0.01% | 20,841 | 15,901 | 321.9% | $57.12万 | 重新持有 |
| JLL | JONES LANG LASALLE INC | $74.99万 | 0.01% | 2,251 | 2,251 | — | $74.99万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $75.01万 | 0.01% | 39,707 | 19,909 | 100.6% | $37.61万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $75.55万 | 0.01% | 29,137 | 661 | 2.3% | $1.71万 | 重新持有 |
| FSMD | FIDELITY COVINGTON TRUST | $75.79万 | 0.01% | 14,873 | 666 | 4.7% | $3.39万 | 重新持有 |
| USXF | ISHARES TR | $76.51万 | 0.01% | 11,569 | 6,175 | 114.5% | $40.84万 | 重新持有 |
| EME | EMCOR GROUP INC | $76.52万 | 0.01% | 1,030 | 486 | 89.3% | $36.11万 | 重新持有 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $76.59万 | 0.01% | 99,591 | 99,591 | — | $76.59万 | 新建仓 |
| AVMV | AMERICAN CENTY ETF TR | $76.73万 | 0.01% | 9,431 | 9,431 | — | $76.73万 | 新建仓 |
| — | CION INVT CORP | $76.83万 | 0.01% | 128,023 | 117,981 | 1,174.9% | $70.80万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $77.23万 | 0.01% | 15,548 | 7,361 | 89.9% | $36.56万 | 重新持有 |
| DIHP | DIMENSIONAL ETF TRUST | $77.35万 | 0.01% | 22,791 | 7,362 | 47.7% | $24.99万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $77.54万 | 0.01% | 3,678 | 3,678 | — | $77.54万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $77.61万 | 0.01% | 18,751 | 3,025 | 19.2% | $12.52万 | 重新持有 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $78.00万 | 0.01% | 20,396 | 11,115 | 119.8% | $42.50万 | 重新持有 |
| VRP | INVESCO EXCH TRADED FD TR II | $78.27万 | 0.01% | 32,397 | 21,537 | 198.3% | $52.03万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $78.27万 | 0.01% | 2,087 | 1,373 | 192.3% | $51.49万 | 重新持有 |
| AGGY | WISDOMTREE TR | $78.58万 | 0.01% | 18,326 | -24 | -0.1% | -$1,029 | 重新持有 |
| VFMO | VANGUARD WELLINGTON FD | $78.68万 | 0.01% | 3,479 | -192 | -5.2% | -$4.34万 | 重新持有 |
| SLF | SUN LIFE FINANCIAL INC. | $78.95万 | 0.01% | 9,521 | 941 | 11.0% | $7.80万 | 重新持有 |
| PEN | PENUMBRA INC | $79.23万 | 0.01% | 2,480 | 1,390 | 127.5% | $44.40万 | 加仓 |
| IBDR | ISHARES TR | $79.43万 | 0.01% | 32,786 | -10,181 | -23.7% | -$24.66万 | 重新持有 |
| IMCB | ISHARES TR | $79.43万 | 0.01% | 8,161 | -379 | -4.4% | -$3.69万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $79.61万 | 0.01% | 10,057 | 6,174 | 159.0% | $48.87万 | 重新持有 |
| WWD | WOODWARD INC | $80.11万 | 0.01% | 1,908 | 1,908 | — | $80.11万 | 新建仓 |
| RMD | RESMED INC | $80.14万 | 0.01% | 3,946 | -490 | -11.0% | -$9.95万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $80.31万 | 0.01% | 17,696 | 12,054 | 213.6% | $54.70万 | 重新持有 |
| VRSK | VERISK ANALYTICS INC | $80.33万 | 0.01% | 3,887 | -773 | -16.6% | -$15.98万 | 重新持有 |
| AOR | ISHARES TR | $80.71万 | 0.01% | 11,837 | 1,670 | 16.4% | $11.39万 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $80.82万 | 0.01% | 1,211 | 1,211 | — | $80.82万 | 新建仓 |
| IWMI | NEOS ETF TRUST | $80.88万 | 0.01% | 15,541 | 15,541 | — | $80.88万 | 新建仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $80.95万 | 0.01% | 23,787 | -1,997 | -7.7% | -$6.80万 | 重新持有 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $81.59万 | 0.01% | 78,001 | 1,867 | 2.5% | $1.95万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $82.34万 | 0.01% | 9,027 | 9,027 | — | $82.34万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $82.39万 | 0.01% | 15,429 | 2,530 | 19.6% | $13.51万 | 重新持有 |
| CNC | CENTENE CORP DEL | $82.63万 | 0.01% | 12,896 | 8,327 | 182.2% | $53.36万 | 重新持有 |
| SHYD | VANECK ETF TRUST | $82.67万 | 0.01% | 36,452 | -7,050 | -16.2% | -$15.99万 | 重新持有 |
| GCOW | PACER FDS TR | $82.84万 | 0.01% | 18,211 | 271 | 1.5% | $1.23万 | 重新持有 |
| AME | AMETEK INC | $82.93万 | 0.01% | 3,411 | 3,411 | — | $82.93万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $83.15万 | 0.01% | 2,198 | 434 | 24.6% | $16.42万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $83.54万 | 0.01% | 17,001 | 1 | 0.0% | $49 | 重新持有 |
| NU | NU HLDGS LTD | $84.08万 | 0.01% | 57,866 | 19,124 | 49.4% | $27.79万 | 加仓 |
| ESML | ISHARES TR | $84.69万 | 0.01% | 15,703 | -947 | -5.7% | -$5.11万 | 重新持有 |
| SPAB | SPDR SERIES TRUST | $84.95万 | 0.01% | 33,751 | 25,789 | 323.9% | $64.91万 | 重新持有 |
| ESGD | ISHARES TR | $85.30万 | 0.01% | 8,275 | 2,228 | 36.8% | $22.97万 | 重新持有 |