DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY UT · SEC CIK 0002030780
$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%
175 / 63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
RSP 加仓+$4,888.25万
MUU 加仓+$2,639.34万
XLV 加仓+$2,638.64万
IVV 加仓+$2,000.73万
BUG 新建仓+$1,974.93万
2026Q2 卖出最多 按季末市值估算
VGT 减仓-$7,945.14万
BKLN 减仓-$6,614.62万
VO 减仓-$3,956.14万
SPY 减仓-$3,029.76万
BKNG 减仓-$2,906.04万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.42亿 | 4.02% | 1,231,450 | -70,151 | -5.4% | -$1,378.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.10亿 | 3.49% | 284,244 | -40,993 | -12.6% | -$3,029.76万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2.02亿 | 3.36% | 1,766,081 | 99,419 | 6.0% | $1,138.84万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.75亿 | 2.92% | 2,818,867 | 200,478 | 7.7% | $1,247.78万 | 加仓 |
| AAPL | APPLE INC | $1.51亿 | 2.52% | 449,050 | 34,447 | 8.3% | $1,160.55万 | 加仓 |
| IVV | ISHARES TR | $9,531.33万 | 1.58% | 128,359 | 26,944 | 26.6% | $2,000.73万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,168.94万 | 1.52% | 1,848,949 | 233,030 | 14.4% | $1,155.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,981.33万 | 1.49% | 132,212 | 12,906 | 10.8% | $876.72万 | 加仓 |
| AVGO | BROADCOM INC | $8,367.92万 | 1.39% | 218,358 | 2,908 | 1.3% | $111.44万 | 加仓 |
| AMZN | AMAZON COM INC | $7,950.47万 | 1.32% | 343,596 | 4,633 | 1.4% | $107.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,482.44万 | 1.24% | 484,457 | -2,259 | -0.5% | -$34.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,099.84万 | 1.18% | 182,468 | 14,461 | 8.6% | $562.68万 | 加仓 |
| META | META PLATFORMS INC | $6,357.25万 | 1.06% | 107,048 | 5,218 | 5.1% | $309.88万 | 加仓 |
| GOOG | ALPHABET INC | $6,328.02万 | 1.05% | 193,772 | 8,946 | 4.8% | $292.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,316.13万 | 1.05% | 92,596 | -15,296 | -14.2% | -$1,043.37万 | 减仓 |
| GOOGL | ALPHABET INC | $6,295.66万 | 1.05% | 192,787 | 251 | 0.1% | $8.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,185.08万 | 1.03% | 287,437 | 227,170 | 376.9% | $4,888.25万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,100.48万 | 1.01% | 67,768 | -5,891 | -8.0% | -$530.31万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,670.88万 | 0.94% | 114,575 | -31,308 | -21.5% | -$1,549.59万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,629.75万 | 0.94% | 1,097,631 | -7,507 | -0.7% | -$38.50万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $5,492.40万 | 0.91% | 1,360,178 | 347,901 | 34.4% | $1,404.82万 | 加仓 |
| GLDM | WORLD GOLD TR | $5,127.10万 | 0.85% | 634,699 | -85,696 | -11.9% | -$692.25万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,005.35万 | 0.83% | 157,738 | -8,888 | -5.3% | -$282.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,388.54万 | 0.73% | 109,964 | -12,450 | -10.2% | -$496.87万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,366.88万 | 0.73% | 749,936 | 48,606 | 6.9% | $283.03万 | 加仓 |
| IJH | ISHARES TR | $4,174.28万 | 0.69% | 549,247 | -7,694 | -1.4% | -$58.47万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,015.93万 | 0.67% | 867,745 | -18,191 | -2.1% | -$84.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,544.20万 | 0.59% | 506,314 | 108,063 | 27.1% | $756.44万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,349.75万 | 0.56% | 122,737 | -270 | -0.2% | -$7.37万 | 减仓 |
| MUU | DIREXION SHARES ETF TRUST | $3,212.36万 | 0.53% | 30,631 | 25,167 | 460.6% | $2,639.34万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $3,189.89万 | 0.53% | 1,374,361 | 195,553 | 16.6% | $453.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,117.56万 | 0.52% | 32,762 | 2,621 | 8.7% | $249.41万 | 加仓 |
| USIG | ISHARES TR | $3,108.73万 | 0.52% | 616,934 | 68,792 | 12.6% | $346.64万 | 加仓 |
| IUSB | ISHARES TR | $3,070.74万 | 0.51% | 673,999 | 178,131 | 35.9% | $811.56万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,936.96万 | 0.49% | 155,255 | -8,606 | -5.3% | -$162.80万 | 减仓 |
| OPBK | OP BANCORP | $2,873.29万 | 0.48% | 1,847,777 | 10,595 | 0.6% | $16.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,830.48万 | 0.47% | 97,064 | -1,517 | -1.5% | -$44.24万 | 减仓 |
| NOW | SERVICENOW INC | $2,799.34万 | 0.47% | 265,190 | 19,802 | 8.1% | $209.03万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,781.78万 | 0.46% | 476,333 | 61,417 | 14.8% | $358.68万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,772.35万 | 0.46% | 169,666 | 161,483 | 1,973.4% | $2,638.64万 | 加仓 |
| IVW | ISHARES TR | $2,651.07万 | 0.44% | 200,338 | 1,627 | 0.8% | $21.53万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,599.52万 | 0.43% | 355,854 | 32,893 | 10.2% | $240.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,588.84万 | 0.43% | 72,679 | 1,090 | 1.5% | $38.83万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,519.45万 | 0.42% | 94,734 | 4,673 | 5.2% | $124.28万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,445.16万 | 0.41% | 364,895 | 4,608 | 1.3% | $30.88万 | 加仓 |
| PULS | PGIM ETF TR | $2,397.24万 | 0.40% | 482,731 | 91,051 | 23.2% | $452.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,342.79万 | 0.39% | 64,154 | 8,233 | 14.7% | $300.65万 | 加仓 |
| IGV | ISHARES TR | $2,313.67万 | 0.38% | 254,501 | 120,967 | 90.6% | $1,099.71万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,275.03万 | 0.38% | 547,013 | 39,678 | 7.8% | $165.02万 | 加仓 |
| TSLA | TESLA INC | $2,210.18万 | 0.37% | 71,476 | 7,048 | 10.9% | $217.94万 | 加仓 |
| V | VISA INC | $2,185.66万 | 0.36% | 60,289 | 2,104 | 3.6% | $76.28万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,173.84万 | 0.36% | 384,139 | -7,108 | -1.8% | -$40.22万 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $2,050.37万 | 0.34% | 7,000,000 | 7,000,000 | — | $2,050.37万 | 新建仓 |
| CSCO | CISCO SYS INC | $2,018.27万 | 0.34% | 176,160 | -4,590 | -2.5% | -$52.59万 | 减仓 |
| ORCL | ORACLE CORP | $1,998.03万 | 0.33% | 166,642 | 2,675 | 1.6% | $32.07万 | 加仓 |
| LLY | ELI LILLY & CO | $1,997.95万 | 0.33% | 16,684 | -474 | -2.8% | -$56.76万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,993.34万 | 0.33% | 394,799 | 151,781 | 62.5% | $766.34万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,988.26万 | 0.33% | 478,293 | 7,583 | 1.6% | $31.52万 | 加仓 |
| BUG | GLOBAL X FDS | $1,974.93万 | 0.33% | 519,309 | 519,309 | — | $1,974.93万 | 新建仓 |
| IVE | ISHARES TR | $1,955.32万 | 0.33% | 84,140 | -15,456 | -15.5% | -$359.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,939.31万 | 0.32% | 409,828 | 93,403 | 29.5% | $441.98万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,938.16万 | 0.32% | 1,148,202 | 104,830 | 10.0% | $176.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,905.05万 | 0.32% | 430,908 | -5,925 | -1.4% | -$26.19万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,861.24万 | 0.31% | 299,572 | -13,503 | -4.3% | -$83.89万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,853.90万 | 0.31% | 685,361 | -377,687 | -35.5% | -$1,021.64万 | 减仓 |
| SOXX | ISHARES TR | $1,825.13万 | 0.30% | 35,355 | 19,266 | 119.7% | $994.57万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,804.69万 | 0.30% | 143,881 | 1,060 | 0.7% | $13.30万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,795.53万 | 0.30% | 814,299 | -158,064 | -16.3% | -$348.53万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,780.61万 | 0.30% | 873,277 | -3,244,051 | -78.8% | -$6,614.62万 | 减仓 |
| IEMG | ISHARES INC | $1,705.25万 | 0.28% | 220,458 | -65,609 | -22.9% | -$507.49万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,673.93万 | 0.28% | 347,506 | 32,962 | 10.5% | $158.78万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,673.87万 | 0.28% | 88,098 | 4,668 | 5.6% | $88.69万 | 加仓 |
| ABBV | ABBVIE INC | $1,665.31万 | 0.28% | 64,821 | 631 | 1.0% | $16.21万 | 加仓 |
| — | EXXON MOBIL CORP | $1,647.51万 | 0.27% | 106,449 | 6,109 | 6.1% | $94.55万 | 加仓 |
| FTNT | FORTINET INC | $1,646.38万 | 0.27% | 108,044 | -9,057 | -7.7% | -$138.01万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,629.03万 | 0.27% | 54,872 | 1,624 | 3.0% | $48.21万 | 加仓 |
| IWM | ISHARES TR | $1,628.49万 | 0.27% | 55,597 | -50,724 | -47.7% | -$1,485.75万 | 减仓 |
| ITA | ISHARES TR | $1,626.15万 | 0.27% | 66,670 | -74,191 | -52.7% | -$1,809.60万 | 减仓 |
| AGG | ISHARES TR | $1,529.93万 | 0.25% | 156,611 | -9,721 | -5.8% | -$94.96万 | 减仓 |
| IEI | ISHARES TR | $1,528.70万 | 0.25% | 131,264 | 9,704 | 8.0% | $113.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,509.12万 | 0.25% | 27,354 | 1,409 | 5.4% | $77.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,494.20万 | 0.25% | 76,367 | -218 | -0.3% | -$4.27万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,482.58万 | 0.25% | 82,315 | 58,834 | 250.6% | $1,059.66万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $1,479.95万 | 0.25% | 294,518 | 158,704 | 116.9% | $797.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,435.96万 | 0.24% | 109,173 | 11,113 | 11.3% | $146.17万 | 加仓 |
| GLD | SPDR GOLD TR | $1,409.69万 | 0.23% | 37,629 | -52,759 | -58.4% | -$1,976.51万 | 减仓 |
| ASML | ASML HLDG NV | $1,407.54万 | 0.23% | 8,503 | 741 | 9.5% | $122.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,394.73万 | 0.23% | 33,396 | 4,700 | 16.4% | $196.29万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,390.45万 | 0.23% | 52,208 | -15,644 | -23.1% | -$416.65万 | 减仓 |
| IEFA | ISHARES TR | $1,385.72万 | 0.23% | 143,108 | 556 | 0.4% | $5.38万 | 加仓 |
| KO | COCA COLA CO | $1,383.79万 | 0.23% | 164,600 | 10,295 | 6.7% | $86.55万 | 加仓 |
| LQD | ISHARES TR | $1,355.72万 | 0.23% | 127,286 | -814 | -0.6% | -$8.67万 | 减仓 |
| STGW | STAGWELL INC | $1,333.10万 | 0.22% | 1,724,579 | -8,015 | -0.5% | -$6.20万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,307.64万 | 0.22% | 46,558 | 34,482 | 285.5% | $968.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,304.92万 | 0.22% | 161,082 | -488,354 | -75.2% | -$3,956.14万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,295.33万 | 0.22% | 178,765 | -7,177 | -3.9% | -$52.00万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $1,295.23万 | 0.22% | 255,016 | 255,016 | — | $1,295.23万 | 新建仓 |
| QCOM | QUALCOMM INC | $1,274.82万 | 0.21% | 74,972 | -964 | -1.3% | -$16.39万 | 减仓 |
| UNP | UNION PAC CORP | $1,262.06万 | 0.21% | 42,167 | 1,833 | 4.5% | $54.86万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,254.19万 | 0.21% | 73,447 | 6,880 | 10.3% | $117.48万 | 加仓 |