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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9,393.91万 | 14.22% | 448,932 | -673,066 | -60.0% | -$1.41亿 | 减仓 |
| AAPL | APPLE INC | $3,574.09万 | 5.41% | 132,290 | -222,356 | -62.7% | -$6,007.40万 | 减仓 |
| META | META PLATFORMS INC | $3,223.35万 | 4.88% | 48,173 | -19,969 | -29.3% | -$1,336.17万 | 减仓 |
| AVGO | BROADCOM INC | $3,080.68万 | 4.66% | 75,982 | -62,166 | -45.0% | -$2,520.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,999.08万 | 4.54% | 88,965 | -47,328 | -34.7% | -$1,595.47万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,992.36万 | 4.53% | 75,981 | -35,464 | -31.8% | -$1,396.68万 | 减仓 |
| GOOGL | ALPHABET INC | $2,751.59万 | 4.17% | 78,630 | -104,331 | -57.0% | -$3,650.98万 | 减仓 |
| AMZN | AMAZON COM INC | $2,707.79万 | 4.10% | 102,942 | -159,993 | -60.8% | -$4,208.47万 | 减仓 |
| GOOG | ALPHABET INC | $2,559.97万 | 3.88% | 73,709 | -38,847 | -34.5% | -$1,349.19万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,070.33万 | 3.13% | 132,230 | -15,312 | -10.4% | -$239.74万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $1,781.84万 | 2.70% | 280,693 | 59,537 | 26.9% | $377.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,682.23万 | 2.55% | 32,447 | -7,136 | -18.0% | -$369.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,611.37万 | 2.44% | 37,963 | -70,049 | -64.9% | -$2,973.28万 | 减仓 |
| NOW | SERVICENOW INC | $1,508.77万 | 2.28% | 169,735 | 133,900 | 373.7% | $1,190.24万 | 加仓 |
| ORCL | ORACLE CORP | $1,410.68万 | 2.14% | 86,106 | 50,878 | 144.4% | $833.54万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,395.10万 | 2.11% | 898,614 | 65,933 | 7.9% | $102.36万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,228.15万 | 1.86% | 60,893 | -4,562 | -7.0% | -$92.01万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,226.97万 | 1.86% | 86,884 | 1,743 | 2.0% | $24.61万 | 加仓 |
| ITA | ISHARES TR | $1,131.64万 | 1.71% | 53,094 | -31,350 | -37.1% | -$668.19万 | 减仓 |
| TLN | TALEN ENERGY CORP | $906.57万 | 1.37% | 25,761 | -1,760 | -6.4% | -$61.94万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $838.54万 | 1.27% | 46,190 | -55,082 | -54.4% | -$999.97万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $793.86万 | 1.20% | 301,620 | 6,485 | 2.2% | $17.07万 | 加仓 |
| TSLA | TESLA INC | $670.82万 | 1.02% | 17,994 | -25,164 | -58.3% | -$938.12万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $568.39万 | 0.86% | 1,350 | 1,152 | 581.8% | $485.03万 | 加仓 |
| KO | COCA COLA CO | $426.62万 | 0.65% | 54,091 | -40,275 | -42.7% | -$317.65万 | 减仓 |
| CSCO | CISCO SYS INC | $378.16万 | 0.57% | 42,219 | -68,024 | -61.7% | -$609.29万 | 减仓 |
| CLS | CELESTICA INC | $324.54万 | 0.49% | 8,619 | -6,120 | -41.5% | -$230.44万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $294.17万 | 0.45% | 16,736 | -10,451 | -38.4% | -$183.70万 | 减仓 |
| V | VISA INC | $283.79万 | 0.43% | 8,475 | -25,038 | -74.7% | -$838.42万 | 减仓 |
| KLAC | KLA CORP | $278.43万 | 0.42% | 1,533 | -1,691 | -52.5% | -$307.12万 | 减仓 |
| C | CITIGROUP INC | $232.44万 | 0.35% | 18,215 | -10,431 | -36.4% | -$133.11万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $226.84万 | 0.34% | 6,875 | 4,571 | 198.4% | $150.82万 | 加仓 |
| OKTA | OKTA INC | $203.27万 | 0.31% | 26,690 | -479 | -1.8% | -$3.65万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $198.36万 | 0.30% | 65,121 | -24,818 | -27.6% | -$75.60万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $176.31万 | 0.27% | 83,716 | -803 | -1.0% | -$1.69万 | 减仓 |
| TEM | TEMPUS AI INC | $173.36万 | 0.26% | 34,658 | -13,755 | -28.4% | -$68.80万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $169.31万 | 0.26% | 36,231 | -2,353 | -6.1% | -$11.00万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $165.05万 | 0.25% | 81,104 | -757 | -0.9% | -$1.54万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $161.99万 | 0.25% | 32,640 | 251 | 0.8% | $1.25万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $159.55万 | 0.24% | 7,487 | -2,564 | -25.5% | -$54.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $158.58万 | 0.24% | 2,397 | -168,750 | -98.6% | -$1.12亿 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $155.84万 | 0.24% | 303,781 | 303,781 | — | $155.84万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $154.30万 | 0.23% | 9,483 | -32,074 | -77.2% | -$521.87万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $154.17万 | 0.23% | 2,396 | -3,484 | -59.3% | -$224.17万 | 减仓 |
| DOW | DOW HLDGS INC | $151.73万 | 0.23% | 38,363 | -1,190 | -3.0% | -$4.71万 | 减仓 |
| OKE | ONEOK INC NEW | $148.87万 | 0.23% | 16,667 | -1,113 | -6.3% | -$9.94万 | 减仓 |
| — | BANK AMERICA CORP | $148.74万 | 0.23% | 1,212 | 5 | 0.4% | $6,136 | 加仓 |
| URI | UNITED RENTALS INC | $143.42万 | 0.22% | 1,506 | -114 | -7.0% | -$10.86万 | 减仓 |
| LTC | LTC PPTYS INC | $143.38万 | 0.22% | 37,494 | 185 | 0.5% | $7,074 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.03万 | 0.21% | 4,528 | -27,735 | -86.0% | -$857.74万 | 减仓 |
| — | CLEARWAY ENERGY INC | $132.35万 | 0.20% | 34,601 | 107 | 0.3% | $4,093 | 加仓 |
| — | BOEING CO | $129.34万 | 0.20% | 18,064 | 70 | 0.4% | $5,012 | 加仓 |
| MA | MASTERCARD INCORPORATED | $129.21万 | 0.20% | 2,460 | -10,890 | -81.6% | -$571.98万 | 减仓 |
| PEP | PEPSICO INC | $127.97万 | 0.19% | 8,241 | -12,078 | -59.4% | -$187.55万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $126.61万 | 0.19% | 35,969 | -218 | -0.6% | -$7,674 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $125.25万 | 0.19% | 69,392 | -14,800 | -17.6% | -$26.71万 | 减仓 |
| EPR | EPR PPTYS | $123.91万 | 0.19% | 21,970 | 214 | 1.0% | $1.21万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $123.85万 | 0.19% | 54,947 | 46,704 | 566.6% | $105.27万 | 加仓 |
| — | SILA REALTY TRUST INC | $116.62万 | 0.18% | 38,323 | -17,366 | -31.2% | -$52.85万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $116.40万 | 0.18% | 36,558 | -3,542 | -8.8% | -$11.28万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $114.71万 | 0.17% | 71,739 | -1,117 | -1.5% | -$1.79万 | 减仓 |
| PFE | PFIZER INC | $111.29万 | 0.17% | 42,380 | -49,952 | -54.1% | -$131.18万 | 减仓 |
| TJX | TJX COS INC NEW | $107.54万 | 0.16% | 6,891 | -11,221 | -62.0% | -$175.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $107.42万 | 0.16% | 7,786 | -144,869 | -94.9% | -$1,998.69万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $106.89万 | 0.16% | 99,432 | 24,244 | 32.2% | $26.06万 | 加仓 |
| — | EXXON MOBIL CORP | $106.26万 | 0.16% | 6,870 | -73,829 | -91.5% | -$1,141.91万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $103.36万 | 0.16% | 6,263 | -2,997 | -32.4% | -$49.46万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $103.35万 | 0.16% | 16,366 | -1,307 | -7.4% | -$8.25万 | 减仓 |
| ET | ENERGY TRANSFER L P | $103.15万 | 0.16% | 52,202 | -38,270 | -42.3% | -$75.62万 | 减仓 |
| MO | ALTRIA GROUP INC | $102.75万 | 0.16% | 15,066 | -64,244 | -81.0% | -$438.16万 | 减仓 |
| CAT | CATERPILLAR INC | $101.23万 | 0.15% | 1,250 | -2,861 | -69.6% | -$231.70万 | 减仓 |
| CVS | CVS HEALTH CORP | $95.39万 | 0.14% | 11,369 | -8,426 | -42.6% | -$70.70万 | 减仓 |
| SHOP | SHOPIFY INC | $93.81万 | 0.14% | 7,736 | -10,697 | -58.0% | -$129.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.38万 | 0.14% | 925 | -27,408 | -96.7% | -$2,737.16万 | 减仓 |
| WFC | WELLS FARGO & CO | $91.53万 | 0.14% | 11,229 | -14,424 | -56.2% | -$117.57万 | 减仓 |
| AGNC | AGNC INVT CORP | $87.42万 | 0.13% | 79,691 | 1,301 | 1.7% | $1.43万 | 加仓 |
| ABBV | ABBVIE INC | $86.76万 | 0.13% | 4,255 | -26,171 | -86.0% | -$533.63万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $86.53万 | 0.13% | 68,999 | -22,424 | -24.5% | -$28.12万 | 减仓 |
| ASML | ASML HLDG NV | $85.04万 | 0.13% | 610 | -6,260 | -91.1% | -$872.69万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $84.42万 | 0.13% | 26,316 | -729 | -2.7% | -$2.34万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $83.39万 | 0.13% | 2,356 | -71 | -2.9% | -$2.51万 | 减仓 |
| WHR | WHIRLPOOL CORP | $83.26万 | 0.13% | 15,237 | -130 | -0.8% | -$7,103 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $83.00万 | 0.13% | 22,445 | -373 | -1.6% | -$1.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $82.79万 | 0.13% | 2,233 | -52,510 | -95.9% | -$1,946.75万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $78.99万 | 0.12% | 33,625 | -390,289 | -92.1% | -$916.79万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $78.92万 | 0.12% | 7,403 | -5,558 | -42.9% | -$59.25万 | 减仓 |
| SJM | SMUCKER J M CO | $77.81万 | 0.12% | 8,039 | 5,224 | 185.6% | $50.57万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $77.67万 | 0.12% | 40,708 | 294 | 0.7% | $5,610 | 加仓 |
| LLY | ELI LILLY & CO | $75.93万 | 0.11% | 892 | -6,690 | -88.2% | -$569.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $74.22万 | 0.11% | 2,757 | -4,361 | -61.3% | -$117.39万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $74.13万 | 0.11% | 4,659 | -22,924 | -83.1% | -$364.74万 | 减仓 |
| KVUE | KENVUE INC | $73.13万 | 0.11% | 42,442 | -10,323 | -19.6% | -$17.79万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $72.61万 | 0.11% | 38,336 | -118 | -0.3% | -$2,235 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.28万 | 0.11% | 3,708 | -61,413 | -94.3% | -$1,180.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $70.35万 | 0.11% | 3,094 | -54,179 | -94.6% | -$1,231.95万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $69.41万 | 0.11% | 57,845 | 57,845 | — | $69.41万 | 新建仓 |
| NVDL | GRANITESHARES ETF TR | $67.42万 | 0.10% | 6,546 | 1,625 | 33.0% | $16.74万 | 加仓 |
| BX | BLACKSTONE INC | $66.70万 | 0.10% | 5,566 | -45,755 | -89.2% | -$548.29万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $66.44万 | 0.10% | 1,764 | -572 | -24.5% | -$21.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.93万 | 0.10% | 717 | -4,857 | -87.1% | -$439.85万 | 减仓 |