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
BEP BROOKFIELD RENEWABLE ENERGY $85.36万0.01%26,566 2500.9% $8,033 加仓
DGCB DIMENSIONAL ETF TRUST $85.53万0.01%16,028 4,15134.9% $22.15万 重新持有
BGC BGC GROUP INC $86.30万0.01%73,196 73,196— $86.30万 新建仓
RY ROYAL BK CDA $86.33万0.01%4,120 2,784208.4% $58.33万 重新持有
TDG TRANSDIGM GROUP INC $86.39万0.01%672 672— $86.39万 新建仓
MGC VANGUARD WORLD FD $86.49万0.01%3,210 1,47384.8% $39.69万 重新持有
SUB ISHARES TR $86.59万0.01%8,160 5,542211.7% $58.81万 重新持有
SPMD SPDR SERIES TRUST $86.61万0.01%13,007 9,491269.9% $63.20万 重新持有
EFAV ISHARES TR $87.32万0.01%9,539 3784.1% $3.46万 重新持有
NXPI NXP SEMICONDUCTORS N V $87.43万0.01%3,266 93540.1% $25.03万 重新持有
CGMM CAPITAL GROUP EQUITY ETF TR $87.54万0.01%27,308 13,51297.9% $43.31万 重新持有
SE SEA LTD $87.69万0.01%8,400 2,19635.4% $22.92万 重新持有
FLOT ISHARES TR $88.25万0.01%17,284 8,51197.0% $43.46万 重新持有
FLJP FRANKLIN TEMPLETON ETF TR $88.31万0.01%22,580 22,580— $88.31万 新建仓
SCHO SCHWAB STRATEGIC TR $88.40万0.01%36,740 9,70035.9% $23.34万 重新持有
RMT ROYCE MICRO-CAP TR INC $88.83万0.01%64,652 -650-1.0% -$8,931 重新持有
ESGE ISHARES INC $88.95万0.01%17,403 5,56347.0% $28.43万 重新持有
SMMD ISHARES TR $89.09万0.01%9,939 9,939— $89.09万 新建仓
BXMT BLACKSTONE MORTGAGE TRUST IN $89.30万0.01%53,730 13,02232.0% $21.64万 加仓
VCSH VANGUARD SCOTTSDALE FDS $89.81万0.01%11,440 11,440— $89.81万 新建仓
SEI SOLARIS ENERGY INFRAS INC $89.94万0.01%17,101 17,101— $89.94万 新建仓
— DIREXION SHARES ETF TRUST $90.42万0.02%10,477 10,477— $90.42万 新建仓
NDAQ NASDAQ INC $90.64万0.02%9,648 7,087276.7% $66.58万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $91.00万0.02%36,810 -14,178-27.8% -$35.05万 重新持有
SCHP SCHWAB STRATEGIC TR $91.00万0.02%34,933 34,933— $91.00万 新建仓
— ORACLE CORP $91.31万0.02%23,413 23,413— $91.31万 新建仓
ACN ACCENTURE PLC IRELAND $91.36万0.02%5,930 3,603154.8% $55.51万 加仓
EOG EOG RES INC $91.49万0.02%6,520 -2,459-27.4% -$34.50万 重新持有
DGX QUEST DIAGNOSTICS INC $91.49万0.02%3,946 1,39054.4% $32.23万 加仓
COLD AMERICOLD REALTY TRUST INC $91.75万0.02%62,711 4,8668.4% $7.12万 加仓
JNK SPDR SERIES TRUST $91.86万0.02%9,622 9,622— $91.86万 新建仓
FTCS FIRST TR EXCHANGE-TRADED FD $91.92万0.02%9,334 6,276205.2% $61.81万 重新持有
AFL AFLAC INC $91.98万0.02%7,268 7,268— $91.98万 新建仓
SUSC ISHARES TR $92.00万0.02%40,473 15,08059.4% $34.28万 重新持有
APUE TRUST FOR PROFESSIONAL MANAG $92.44万0.02%20,243 20,243— $92.44万 新建仓
JBBB JANUS DETROIT STR TR $92.65万0.02%19,538 -5,284-21.3% -$25.06万 重新持有
DSI ISHARES TR $92.83万0.02%6,747 3,10385.2% $42.69万 重新持有
MPWR MONOLITHIC PWR SYS INC $93.30万0.02%697 -1,044-60.0% -$139.75万 重新持有
AGNC AGNC INVT CORP $93.36万0.02%87,741 8,05010.1% $8.57万 加仓
EMGF ISHARES INC $93.71万0.02%13,793 -3,233-19.0% -$21.97万 重新持有
CCJ CAMECO CORP $94.02万0.02%10,522 2,32228.3% $20.75万 重新持有
SHEL SHELL PLC $95.14万0.02%11,015 5,858113.6% $50.60万 重新持有
NSC NORFOLK SOUTHN CORP $95.71万0.02%2,788 1,14169.3% $39.17万 重新持有
MELI MERCADOLIBRE INC $96.08万0.02%528 303134.7% $55.14万 加仓
BMNR BITMINE IMMERSION TECHS INC $96.16万0.02%53,662 46,350633.9% $83.06万 重新持有
BUFR FIRST TR EXCHNG TRADED FD VI $96.24万0.02%26,353 -36,743-58.2% -$134.18万 重新持有
BWXT BWX TECHNOLOGIES INC $96.78万0.02%5,483 1,53638.9% $27.11万 重新持有
DFGR DIMENSIONAL ETF TRUST $96.90万0.02%32,183 32,183— $96.90万 新建仓
FTI TECHNIPFMC PLC $96.92万0.02%12,915 6,718108.4% $50.41万 重新持有
POOL POOL CORP $96.94万0.02%5,251 3,457192.7% $63.82万 重新持有
MCK MCKESSON CORP $97.20万0.02%1,143 821255.0% $69.82万 加仓
PNC PNC FINL SVCS GROUP INC $97.69万0.02%3,913 1,29649.5% $32.35万 重新持有
— NEOS ETF TRUST $97.95万0.02%19,970 19,970— $97.95万 新建仓
MC MOELIS & CO $98.02万0.02%14,462 -17,281-54.4% -$117.13万 重新持有
BKNG BOOKING HOLDINGS INC $98.03万0.02%5,248 -28,502-84.5% -$532.39万 减仓
EAGG ISHARES TR $98.07万0.02%20,959 14,800240.3% $69.25万 重新持有
DIA STATE STR SPDR DOW JONES IND $98.07万0.02%1,881 1,176166.8% $61.31万 加仓
ZTS ZOETIS INC $98.51万0.02%12,806 10,666498.4% $82.04万 加仓
— AXIL BRANDS INC $98.60万0.02%164,331 164,331— $98.60万 新建仓
CGBL CAPITAL GROUP CORE BALANCED $99.10万0.02%26,612 26,612— $99.10万 新建仓
NVDL GRANITESHARES ETF TR $99.12万0.02%35,014 15,37678.3% $43.53万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $99.16万0.02%25,321 11,12378.3% $43.56万 重新持有
— FIRST TR EXCHNG TRADED FD VI $99.61万0.02%23,275 -5,104-18.0% -$21.84万 重新持有
PK PARK HOTELS & RESORTS INC $100.02万0.02%66,547 66,547— $100.02万 新建仓
TPL TEXAS PACIFIC LAND CORPORATI $100.12万0.02%2,524 2,524— $100.12万 新建仓
PCG PG&E CORP $100.22万0.02%56,945 30,654116.6% $53.95万 重新持有
FCN FTI CONSULTING INC $100.33万0.02%6,198 5,005419.5% $81.02万 重新持有
DECK DECKERS OUTDOOR CORP $100.50万0.02%10,283 7,753306.4% $75.77万 重新持有
AVGE AMERICAN CENTY ETF TR $101.39万0.02%10,300 10,300— $101.39万 新建仓
IGIB ISHARES TR $101.65万0.02%19,425 -1,869-8.8% -$9.78万 重新持有
JKHY HENRY JACK & ASSOC INC $101.76万0.02%6,652 -1,002-13.1% -$15.33万 重新持有
USB US BANCORP $102.15万0.02%16,089 9,819156.6% $62.34万 重新持有
LCTU BLACKROCK ETF TRUST $102.50万0.02%12,879 7,468138.0% $59.44万 重新持有
SPSB SPDR SERIES TRUST $103.35万0.02%34,588 -14,348-29.3% -$42.87万 重新持有
— FRANKLIN TEMPLETON ETF TR $103.60万0.02%10,172 -1,630-13.8% -$16.60万 重新持有
SPGI S&P GLOBAL INC $103.97万0.02%2,364 -492-17.2% -$21.64万 重新持有
SJM SMUCKER J M CO $104.20万0.02%8,608 5697.1% $6.89万 加仓
EQT EQT CORP $104.63万0.02%20,122 8,19268.7% $42.60万 重新持有
PECO PHILLIPS EDISON & CO INC $105.47万0.02%24,371 24,371— $105.47万 新建仓
HYMB SPDR SERIES TRUST $105.93万0.02%42,425 21,293100.8% $53.17万 重新持有
— ADVISORS INNER CIRCLE FD II $106.29万0.02%34,849 25,763283.5% $78.58万 重新持有
VIOO VANGUARD ADMIRAL FDS INC $106.32万0.02%7,881 4,090107.9% $55.18万 重新持有
LNC LINCOLN NATL CORP IND $106.42万0.02%25,831 3,38615.1% $13.95万 加仓
NMM NAVIOS MARITIME PARTNERS LP $106.53万0.02%13,709 13,709— $106.53万 新建仓
SU SUNCOR ENERGY INC NEW $106.56万0.02%16,651 16,651— $106.56万 新建仓
DHI D R HORTON INC $106.97万0.02%7,245 -1,887-20.7% -$27.86万 重新持有
PH PARKER-HANNIFIN CORP $107.01万0.02%1,084 44068.3% $43.43万 重新持有
RBC RBC BEARINGS INC $108.10万0.02%1,848 1,406318.1% $82.25万 重新持有
IRM IRON MTN INC DEL $108.58万0.02%8,550 5136.4% $6.51万 重新持有
AOA ISHARES TR $108.82万0.02%11,337 7,689210.8% $73.80万 重新持有
VHT VANGUARD WORLD FD $108.86万0.02%3,550 3,550— $108.86万 新建仓
— FIRST TR EXCHNG TRADED FD VI $108.97万0.02%30,151 30,151— $108.97万 新建仓
FNDE SCHWAB STRATEGIC TR $109.16万0.02%26,894 26,894— $109.16万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $109.53万0.02%28,733 16,730139.4% $63.77万 重新持有
TMO THERMO FISHER SCIENTIFIC INC $109.91万0.02%1,964 92589.0% $51.77万 重新持有
SPOT SPOTIFY TECHNOLOGY S A $109.91万0.02%2,222 1,420177.1% $70.24万 加仓
CL COLGATE PALMOLIVE CO $110.05万0.02%11,965 -8,303-41.0% -$76.37万 重新持有
PLD PROLOGIS INC. $110.47万0.02%7,502 -262-3.4% -$3.86万 重新持有
DOCN DIGITALOCEAN HLDGS INC $110.52万0.02%9,195 9,195— $110.52万 新建仓
MCHI ISHARES TR $110.62万0.02%20,387 20,387— $110.62万 新建仓