Diversify Advisory Services, LLC
SANDY UT · SEC CIK 0002021232
$6.60亿2026Q1 申报市值
210持仓数
53.5%前十大占比 · 第一大 14.2%
8 / 83新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NOW 加仓+$1,190.24万
ORCL 加仓+$833.54万
BKNG 加仓+$485.03万
AFRM 加仓+$377.94万
MPT 新建仓+$155.84万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$2.15亿
NVDA 减仓-$1.41亿
QQQ 减仓-$1.12亿
GLD 减仓-$8,240.77万
AAPL 减仓-$6,007.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | INTELLICHECK INC | $0 | 0.00% | 0 | -13,233 | -100.0% | -$7.83万 | 清仓 |
| — | CURIOSITYSTREAM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VIRTRA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -11,920 | -100.0% | -$4.62万 | 清仓 |
| INV | INNVENTURE INC | $0 | 0.00% | 0 | -10,424 | -100.0% | -$3.91万 | 清仓 |
| — | SENESTECH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SKYX PLATFORMS CORP | $0 | 0.00% | 0 | -12,195 | -100.0% | -$3.09万 | 清仓 |
| — | IRIDEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SUNPOWER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1,420 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2 | 清仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5.59万 | 0.01% | 10,100 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $6.12万 | 0.01% | 10,548 | -15,215 | -59.1% | -$8.82万 | 减仓 |
| FSK | FS KKR CAP CORP | $16.06万 | 0.02% | 15,038 | -63,325 | -80.8% | -$67.63万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $18.87万 | 0.03% | 21,035 | -4,604 | -18.0% | -$4.13万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.07万 | 0.03% | 1,285 | -2,449 | -65.6% | -$38.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.45万 | 0.03% | 2,172 | -12,386 | -85.1% | -$116.64万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $20.52万 | 0.03% | 387 | -94 | -19.5% | -$4.98万 | 减仓 |
| TGT | TARGET CORP | $20.58万 | 0.03% | 1,609 | -1,879 | -53.9% | -$24.03万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.65万 | 0.03% | 1,125 | -5,612 | -83.3% | -$103.01万 | 减仓 |
| ROST | ROSS STORES INC | $21.05万 | 0.03% | 935 | -27,664 | -96.7% | -$622.66万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $21.30万 | 0.03% | 2,042 | -188 | -8.4% | -$1.96万 | 减仓 |
| TMUS | T-MOBILE US INC | $21.48万 | 0.03% | 1,084 | -9,021 | -89.3% | -$178.77万 | 减仓 |
| ETN | EATON CORP PLC | $21.77万 | 0.03% | 530 | -1,960 | -78.7% | -$80.51万 | 减仓 |
| MCO | MOODYS CORP | $22.27万 | 0.03% | 484 | -855 | -63.9% | -$39.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $23.09万 | 0.03% | 353 | -73,564 | -99.5% | -$4,812.86万 | 减仓 |
| NDAQ | NASDAQ INC | $23.37万 | 0.04% | 2,561 | -15,197 | -85.6% | -$138.70万 | 减仓 |
| IDEV | ISHARES TR | $23.58万 | 0.04% | 2,734 | -49,829 | -94.8% | -$429.68万 | 减仓 |
| USD | PROSHARES TR | $23.91万 | 0.04% | 3,030 | 770 | 34.1% | $6.08万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $23.96万 | 0.04% | 8,732 | -7,739 | -47.0% | -$21.24万 | 减仓 |
| MS | MORGAN STANLEY | $24.00万 | 0.04% | 1,283 | -10,753 | -89.3% | -$201.17万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $24.21万 | 0.04% | 3,404 | -900 | -20.9% | -$6.40万 | 减仓 |
| ZTS | ZOETIS INC | $24.36万 | 0.04% | 2,140 | -23,827 | -91.8% | -$271.22万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $24.42万 | 0.04% | 14,628 | -3,118 | -17.6% | -$5.21万 | 减仓 |
| SNY | SANOFI SA | $24.67万 | 0.04% | 5,359 | 5,359 | — | $24.67万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.46万 | 0.04% | 4,384 | -211,495 | -98.0% | -$1,228.36万 | 减仓 |
| SBUX | STARBUCKS CORP | $25.94万 | 0.04% | 2,459 | -12,264 | -83.3% | -$129.39万 | 减仓 |
| AON | AON PLC | $26.02万 | 0.04% | 807 | -1,592 | -66.4% | -$51.34万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $26.37万 | 0.04% | 10,860 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $26.51万 | 0.04% | 322 | 73 | 29.3% | $6.01万 | 加仓 |
| RMOP | TIDAL TRUST III | $26.53万 | 0.04% | 10,572 | -317 | -2.9% | -$7,954 | 减仓 |
| VTV | VANGUARD INDEX FDS | $26.65万 | 0.04% | 1,309 | -14,852 | -91.9% | -$302.37万 | 减仓 |
| BIL | SPDR SERIES TRUST | $26.90万 | 0.04% | 2,936 | -17,989 | -86.0% | -$164.83万 | 减仓 |
| SFL | SFL CORPORATION LTD | $26.94万 | 0.04% | 23,756 | -241 | -1.0% | -$2,733 | 减仓 |
| NFLX | NETFLIX INC. | $27.01万 | 0.04% | 2,932 | -44,210 | -93.8% | -$407.26万 | 减仓 |
| MDT | MEDTRONIC PLC | $27.15万 | 0.04% | 3,421 | -31,369 | -90.2% | -$248.95万 | 减仓 |
| HEI/A | HEICO CORP NEW | $27.31万 | 0.04% | 1,357 | -70 | -4.9% | -$1.41万 | 减仓 |
| GLD | SPDR GOLD TR | $27.47万 | 0.04% | 658 | -197,426 | -99.7% | -$8,240.77万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $27.62万 | 0.04% | 3,764 | -63,529 | -94.4% | -$466.24万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.95万 | 0.04% | 1,026 | -6,116 | -85.6% | -$166.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.32万 | 0.04% | 398 | -302,269 | -99.9% | -$2.15亿 | 减仓 |
| COHR | COHERENT CORP | $29.09万 | 0.04% | 954 | -202 | -17.5% | -$6.16万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $29.55万 | 0.04% | 30,780 | 30,780 | — | $29.55万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $30.72万 | 0.05% | 2,097 | -16,133 | -88.5% | -$236.31万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $31.30万 | 0.05% | 5,151 | -11,169 | -68.4% | -$67.86万 | 减仓 |
| ROL | ROLLINS INC | $31.53万 | 0.05% | 5,698 | 1,435 | 33.7% | $7.94万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $31.57万 | 0.05% | 404 | -403 | -49.9% | -$31.49万 | 减仓 |
| FXI | ISHARES TR | $31.66万 | 0.05% | 8,712 | 114 | 1.3% | $4,143 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $31.76万 | 0.05% | 9,943 | -25,709 | -72.1% | -$82.11万 | 减仓 |
| COO | COOPER COS INC | $32.10万 | 0.05% | 5,233 | -7,665 | -59.4% | -$47.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $32.23万 | 0.05% | 3,899 | -34,720 | -89.9% | -$286.96万 | 减仓 |
| TRU | TRANSUNION | $32.35万 | 0.05% | 4,590 | -838 | -15.4% | -$5.91万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $32.42万 | 0.05% | 20,917 | -1,086 | -4.9% | -$1.68万 | 减仓 |
| UL | UNILEVER PLC | $32.71万 | 0.05% | 5,748 | -7,795 | -57.6% | -$44.35万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $32.91万 | 0.05% | 7,009 | -22,969 | -76.6% | -$107.84万 | 减仓 |
| APH | AMPHENOL CORP | $33.74万 | 0.05% | 2,274 | -11,472 | -83.5% | -$170.22万 | 减仓 |
| MCD | MCDONALDS CORP | $33.92万 | 0.05% | 1,169 | -9,727 | -89.3% | -$282.27万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $34.11万 | 0.05% | 3,721 | -36 | -1.0% | -$3,300 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.16万 | 0.05% | 10,445 | -115,953 | -91.7% | -$379.17万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $34.31万 | 0.05% | 1,798 | -3,542 | -66.3% | -$67.60万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.45万 | 0.05% | 705 | -247 | -25.9% | -$12.07万 | 减仓 |
| WFG | WEST FRASER TIMBER LTD | $34.46万 | 0.05% | 5,462 | -318 | -5.5% | -$2.01万 | 减仓 |
| IBDX | ISHARES TR | $34.79万 | 0.05% | 13,789 | 13,789 | — | $34.79万 | 新建仓 |
| TQQQ | PROSHARES TR | $35.14万 | 0.05% | 5,680 | -2,353 | -29.3% | -$14.56万 | 减仓 |
| WY | WEYERHAEUSER CO | $35.16万 | 0.05% | 14,499 | 14,499 | — | $35.16万 | 新建仓 |
| PEN | PENUMBRA INC | $35.41万 | 0.05% | 1,090 | -1,802 | -62.3% | -$58.53万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $35.57万 | 0.05% | 802 | 25 | 3.2% | $1.11万 | 加仓 |
| HD | HOME DEPOT INC | $36.06万 | 0.05% | 1,117 | -12,899 | -92.0% | -$416.39万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $36.96万 | 0.06% | 19,798 | -8,388 | -29.8% | -$15.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $37.03万 | 0.06% | 2,927 | -2,478 | -45.8% | -$31.35万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.06万 | 0.06% | 6,608 | -5,676 | -46.2% | -$32.69万 | 减仓 |
| — | GLOBAL X FDS | $38.31万 | 0.06% | 11,177 | -1,096 | -8.9% | -$3.76万 | 减仓 |
| B | BARRICK MNG CORP | $38.40万 | 0.06% | 9,986 | -6,217 | -38.4% | -$23.90万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $38.47万 | 0.06% | 15,905 | 6 | 0.0% | $145 | 加仓 |
| MTB | M & T BK CORP | $39.09万 | 0.06% | 1,814 | -20 | -1.1% | -$4,310 | 减仓 |
| WMB | WILLIAMS COS INC | $39.42万 | 0.06% | 5,377 | -31,640 | -85.5% | -$231.98万 | 减仓 |
| PINS | PINTEREST INC | $39.44万 | 0.06% | 19,989 | -496 | -2.4% | -$9,786 | 减仓 |
| MELI | MERCADOLIBRE INC | $39.76万 | 0.06% | 225 | -349 | -60.8% | -$61.67万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $40.37万 | 0.06% | 42,404 | -9,616 | -18.5% | -$9.15万 | 减仓 |
| IEFA | ISHARES TR | $41.00万 | 0.06% | 4,390 | -79,618 | -94.8% | -$743.55万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $41.52万 | 0.06% | 981 | -6,146 | -86.2% | -$260.12万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $41.95万 | 0.06% | 2,327 | -3,050 | -56.7% | -$54.99万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $42.23万 | 0.06% | 2,149 | 2,149 | — | $42.23万 | 新建仓 |
| CBRE | CBRE GROUP INC | $42.47万 | 0.06% | 2,980 | -843 | -22.1% | -$12.01万 | 减仓 |
| CTAS | CINTAS CORP | $42.88万 | 0.06% | 2,465 | -10,428 | -80.9% | -$181.42万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $43.22万 | 0.07% | 8,607 | -24,562 | -74.1% | -$123.33万 | 减仓 |
| QCOM | QUALCOMM INC | $44.47万 | 0.07% | 2,850 | -22,569 | -88.8% | -$352.13万 | 减仓 |
| IEMG | ISHARES INC | $44.47万 | 0.07% | 5,778 | -121,169 | -95.4% | -$932.64万 | 减仓 |
| — | HONEYWELL INTL INC | $44.55万 | 0.07% | 2,118 | -2,047 | -49.1% | -$43.06万 | 减仓 |