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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $110.67万 | 0.02% | 18,242 | 3,764 | 26.0% | $22.84万 | 重新持有 |
| CR | CRANE COMPANY | $110.94万 | 0.02% | 4,899 | 861 | 21.3% | $19.50万 | 重新持有 |
| AVUS | AMERICAN CENTY ETF TR | $110.95万 | 0.02% | 8,752 | 8,752 | — | $110.95万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $111.22万 | 0.02% | 25,088 | -3,168 | -11.2% | -$14.04万 | 重新持有 |
| VOOV | VANGUARD ADMIRAL FDS INC | $112.30万 | 0.02% | 5,006 | 772 | 18.2% | $17.32万 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $112.38万 | 0.02% | 11,386 | 8,328 | 272.3% | $82.20万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $113.38万 | 0.02% | 2,071 | 1,498 | 261.4% | $82.01万 | 重新持有 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $113.52万 | 0.02% | 23,869 | 23,869 | — | $113.52万 | 新建仓 |
| MSCI | MSCI INC | $113.56万 | 0.02% | 1,989 | 870 | 77.7% | $49.67万 | 重新持有 |
| CB | CHUBB LIMITED | $113.78万 | 0.02% | 3,170 | 1,739 | 121.5% | $62.42万 | 重新持有 |
| SYY | SYSCO CORP | $114.15万 | 0.02% | 13,575 | 9,261 | 214.7% | $77.87万 | 重新持有 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $114.28万 | 0.02% | 47,489 | -135 | -0.3% | -$3,249 | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $114.38万 | 0.02% | 35,621 | 35,621 | — | $114.38万 | 新建仓 |
| — | BAILLIE GIFFORD ETF TR | $116.55万 | 0.02% | 44,618 | 44,618 | — | $116.55万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $117.12万 | 0.02% | 3,841 | 1,693 | 78.8% | $51.62万 | 重新持有 |
| XLP | SELECT SECTOR SPDR TR | $117.42万 | 0.02% | 13,756 | 5,888 | 74.8% | $50.26万 | 重新持有 |
| TMDX | TRANSMEDICS GROUP INC | $117.90万 | 0.02% | 15,872 | 15,872 | — | $117.90万 | 新建仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $118.52万 | 0.02% | 35,860 | 29,083 | 429.1% | $96.12万 | 重新持有 |
| SHYM | BLACKROCK ETF TRUST II | $118.55万 | 0.02% | 53,449 | -16,106 | -23.2% | -$35.72万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $118.61万 | 0.02% | 25,966 | -910 | -3.4% | -$4.16万 | 重新持有 |
| — | AMERICAN CENTY ETF TR | $118.63万 | 0.02% | 16,395 | 16,395 | — | $118.63万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $118.89万 | 0.02% | 16,244 | 13,987 | 619.7% | $102.37万 | 重新持有 |
| DFIV | DIMENSIONAL ETF TRUST | $119.93万 | 0.02% | 21,344 | 4,135 | 24.0% | $23.23万 | 重新持有 |
| CPA | COPA HOLDINGS SA | $120.66万 | 0.02% | 8,716 | 8,716 | — | $120.66万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $121.13万 | 0.02% | 42,412 | 32,961 | 348.8% | $94.14万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $121.39万 | 0.02% | 5,240 | 116 | 2.3% | $2.69万 | 重新持有 |
| PAYX | PAYCHEX INC | $121.57万 | 0.02% | 10,527 | 2,927 | 38.5% | $33.80万 | 重新持有 |
| ILMN | ILLUMINA INC | $121.73万 | 0.02% | 6,425 | 6,425 | — | $121.73万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $121.83万 | 0.02% | 106,159 | 37,160 | 53.9% | $42.64万 | 加仓 |
| FDX | FEDEX CORP | $122.00万 | 0.02% | 3,926 | 1,491 | 61.2% | $46.33万 | 重新持有 |
| HYG | ISHARES TR | $122.34万 | 0.02% | 15,433 | 4,605 | 42.5% | $36.50万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $122.78万 | 0.02% | 2,282 | 642 | 39.1% | $34.54万 | 重新持有 |
| ACWV | ISHARES INC | $123.00万 | 0.02% | 9,980 | 681 | 7.3% | $8.39万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $123.38万 | 0.02% | 22,461 | 17,310 | 336.1% | $95.09万 | 加仓 |
| CLSK | CLEANSPARK INC | $124.40万 | 0.02% | 88,702 | 13,456 | 17.9% | $18.87万 | 重新持有 |
| SLV | ISHARES SILVER TR | $124.65万 | 0.02% | 23,550 | 10,721 | 83.6% | $56.75万 | 重新持有 |
| DBVT | DBV TECHNOLOGIES S A | $124.67万 | 0.02% | 89,692 | 89,692 | — | $124.67万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $125.19万 | 0.02% | 54,646 | 42,376 | 345.4% | $97.08万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $125.91万 | 0.02% | 3,704 | 2,748 | 287.4% | $93.41万 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $126.54万 | 0.02% | 8,669 | 7,544 | 670.6% | $110.12万 | 加仓 |
| HLF | HERBALIFE LTD | $127.23万 | 0.02% | 104,459 | 104,459 | — | $127.23万 | 新建仓 |
| BMI | BADGER METER INC | $127.66万 | 0.02% | 9,974 | 7,658 | 330.7% | $98.01万 | 重新持有 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $127.98万 | 0.02% | 27,630 | 20,621 | 294.2% | $95.52万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $128.45万 | 0.02% | 25,316 | 8,573 | 51.2% | $43.50万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $129.26万 | 0.02% | 37,729 | 27,786 | 279.5% | $95.19万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $129.42万 | 0.02% | 30,049 | 30,049 | — | $129.42万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $130.12万 | 0.02% | 37,891 | -41,169 | -52.1% | -$141.37万 | 重新持有 |
| SAIA | SAIA INC | $130.47万 | 0.02% | 3,107 | 2,489 | 402.8% | $104.52万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $130.60万 | 0.02% | 11,783 | -29,890 | -71.7% | -$331.30万 | 重新持有 |
| — | BOEING CO | $131.54万 | 0.02% | 20,025 | 1,961 | 10.9% | $12.88万 | 加仓 |
| IBDS | ISHARES TR | $132.49万 | 0.02% | 54,815 | 7,773 | 16.5% | $18.79万 | 重新持有 |
| MIR | MIRION TECHNOLOGIES INC | $132.75万 | 0.02% | 78,781 | 78,781 | — | $132.75万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $132.84万 | 0.02% | 3,468 | 1,112 | 47.2% | $42.60万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $132.92万 | 0.02% | 30,951 | 1 | 0.0% | $43 | 重新持有 |
| AVY | AVERY DENNISON CORP | $133.71万 | 0.02% | 8,202 | 6,332 | 338.6% | $103.23万 | 重新持有 |
| AON | AON PLC | $133.80万 | 0.02% | 3,644 | 2,837 | 351.5% | $104.17万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $133.97万 | 0.02% | 9,476 | -2,937 | -23.7% | -$41.52万 | 重新持有 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $134.55万 | 0.02% | 49,595 | 28,752 | 137.9% | $78.00万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $134.87万 | 0.02% | 59,151 | 552 | 0.9% | $1.26万 | 重新持有 |
| — | BLACKROCK ETF TRUST | $136.78万 | 0.02% | 47,743 | 47,743 | — | $136.78万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $136.87万 | 0.02% | 41,985 | 6,016 | 16.7% | $19.61万 | 加仓 |
| SO | SOUTHERN CO | $137.18万 | 0.02% | 14,219 | -113 | -0.8% | -$1.09万 | 重新持有 |
| MKL | MARKEL GROUP INC | $137.22万 | 0.02% | 681 | 565 | 487.1% | $113.84万 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $137.60万 | 0.02% | 17,819 | -86 | -0.5% | -$6,641 | 重新持有 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $137.62万 | 0.02% | 20,611 | 15,708 | 320.4% | $104.88万 | 重新持有 |
| HON | HONEYWELL INTL INC | $137.91万 | 0.02% | 5,612 | 3,494 | 165.0% | $85.87万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $138.33万 | 0.02% | 126,678 | 103,847 | 454.9% | $113.40万 | 重新持有 |
| JULW | AIM ETF PRODUCTS TRUST | $138.71万 | 0.02% | 34,101 | -1,499 | -4.2% | -$6.10万 | 重新持有 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $139.23万 | 0.02% | 27,931 | -523 | -1.8% | -$2.61万 | 重新持有 |
| VBIL | VANGUARD INSTL INDEX FD | $140.17万 | 0.02% | 18,524 | 8,184 | 79.1% | $61.93万 | 重新持有 |
| INMU | BLACKROCK ETF TRUST II | $141.23万 | 0.02% | 59,241 | 59,241 | — | $141.23万 | 新建仓 |
| SNPS | SYNOPSYS INC | $141.86万 | 0.02% | 3,647 | 2,506 | 219.6% | $97.48万 | 加仓 |
| MGK | VANGUARD WORLD FD | $142.76万 | 0.02% | 16,884 | 13,550 | 406.4% | $114.57万 | 重新持有 |
| LVHI | LEGG MASON ETF INVT | $142.93万 | 0.02% | 33,599 | -272 | -0.8% | -$1.16万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $143.10万 | 0.02% | 10,712 | -175 | -1.6% | -$2.34万 | 重新持有 |
| FDVV | FIDELITY COVINGTON TRUST | $143.18万 | 0.02% | 22,853 | 22,853 | — | $143.18万 | 新建仓 |
| CDW | CDW CORP | $143.52万 | 0.02% | 10,397 | 8,001 | 333.9% | $110.44万 | 重新持有 |
| HST | HOST HOTELS & RESORTS INC | $144.59万 | 0.02% | 57,904 | -25,812 | -30.8% | -$64.45万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $145.17万 | 0.02% | 4,223 | 1,513 | 55.8% | $52.01万 | 重新持有 |
| DXPE | DXP ENTERPRISES INC | $145.24万 | 0.02% | 8,774 | 2,511 | 40.1% | $41.57万 | 加仓 |
| PLXS | PLEXUS CORP | $145.30万 | 0.02% | 5,734 | 5,734 | — | $145.30万 | 新建仓 |
| IHDG | WISDOMTREE TR | $145.45万 | 0.02% | 27,647 | 12,553 | 83.2% | $66.04万 | 重新持有 |
| CRH | CRH PLC | $145.76万 | 0.02% | 14,170 | 10,229 | 259.6% | $105.22万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $145.95万 | 0.02% | 45,970 | 9,412 | 25.7% | $29.88万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $147.23万 | 0.02% | 1,802 | -594 | -24.8% | -$48.53万 | 减仓 |
| EPR | EPR PPTYS | $149.21万 | 0.02% | 23,524 | 1,554 | 7.1% | $9.86万 | 加仓 |
| D | DOMINION ENERGY INC | $150.00万 | 0.02% | 21,346 | 6,797 | 46.7% | $47.76万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $150.76万 | 0.03% | 7,211 | 7,211 | — | $150.76万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $150.80万 | 0.03% | 66,815 | 11,868 | 21.6% | $26.79万 | 加仓 |
| CI | THE CIGNA GROUP | $152.21万 | 0.03% | 5,230 | 4,170 | 393.4% | $121.36万 | 重新持有 |
| UI | UBIQUITI INC | $152.60万 | 0.03% | 2,828 | 505 | 21.7% | $27.25万 | 重新持有 |
| IOT | SAMSARA INC | $152.91万 | 0.03% | 43,268 | 43,268 | — | $152.91万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $152.91万 | 0.03% | 319,232 | 15,451 | 5.1% | $7.40万 | 加仓 |
| PSX | PHILLIPS 66 | $153.07万 | 0.03% | 7,366 | 26 | 0.4% | $5,403 | 重新持有 |
| KRMN | KARMAN HLDGS INC | $154.11万 | 0.03% | 30,474 | 25,659 | 532.9% | $129.76万 | 重新持有 |
| F | FORD MTR CO | $154.67万 | 0.03% | 105,358 | 48,776 | 86.2% | $71.60万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $155.14万 | 0.03% | 5,112 | 1,289 | 33.7% | $39.12万 | 重新持有 |
| FTEC | FIDELITY COVINGTON TRUST | $155.82万 | 0.03% | 5,805 | 3,916 | 207.3% | $105.11万 | 重新持有 |
| STT | STATE STR CORP | $156.15万 | 0.03% | 8,456 | 8,456 | — | $156.15万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $157.31万 | 0.03% | 68,394 | 20,500 | 42.8% | $47.15万 | 重新持有 |