DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY UT · SEC CIK 0002030780
$57.38亿2026Q1 申报市值
1,174持仓数
23.9%前十大占比 · 第一大 4.7%
564 / 18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
NVDA 加仓+$2.23亿
SPY 加仓+$2.14亿
AAPL 加仓+$8,175.62万
BKLN 加仓+$7,642.36万
VT 重新持有+$7,223.50万
2026Q1 卖出最多 按季末市值估算
BKMC 减仓-$1,864.45万
OEF 减仓-$724.94万
AMCOR PLC 清仓-$450.21万
EW 减仓-$348.48万
GOVT 减仓-$298.58万
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 |
|---|---|---|---|---|---|---|---|---|
| PEN | PENUMBRA INC | $269.05万 | 0.05% | 8,283 | 3,467 | 72.0% | $112.62万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $269.34万 | 0.05% | 22,001 | 22,001 | — | $269.34万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $270.46万 | 0.05% | 12,691 | 12,691 | — | $270.46万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $271.30万 | 0.05% | 16,108 | 16,108 | — | $271.30万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $275.11万 | 0.05% | 52,988 | 36,914 | 229.7% | $191.66万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $276.58万 | 0.05% | 19,681 | -392 | -2.0% | -$5.51万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $277.19万 | 0.05% | 42,191 | 42,191 | — | $277.19万 | 新建仓 |
| PAVE | GLOBAL X FDS | $278.74万 | 0.05% | 50,560 | 50,560 | — | $278.74万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $282.67万 | 0.05% | 187,697 | 48,810 | 35.1% | $73.51万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $283.52万 | 0.05% | 105,951 | 91,304 | 623.4% | $244.33万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $285.66万 | 0.05% | 146,228 | 146,228 | — | $285.66万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $285.83万 | 0.05% | 28,026 | -6,328 | -18.4% | -$64.54万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $289.06万 | 0.05% | 18,716 | 6,931 | 58.8% | $107.05万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $290.43万 | 0.05% | 65,604 | 46,966 | 252.0% | $207.92万 | 加仓 |
| IWR | ISHARES TR | $290.59万 | 0.05% | 28,359 | 28,359 | — | $290.59万 | 新建仓 |
| APH | AMPHENOL CORP | $290.92万 | 0.05% | 19,606 | 13,295 | 210.7% | $197.27万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $293.87万 | 0.05% | 58,227 | 42,335 | 266.4% | $213.66万 | 加仓 |
| MRK | MERCK & CO INC | $294.87万 | 0.05% | 26,577 | 18,800 | 241.7% | $208.58万 | 加仓 |
| LIN | LINDE PLC | $298.52万 | 0.05% | 5,915 | 3,471 | 142.0% | $175.18万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $299.59万 | 0.05% | 6,980 | 6,980 | — | $299.59万 | 新建仓 |
| VMI | VALMONT INDS INC | $303.81万 | 0.05% | 6,179 | 1,989 | 47.5% | $97.79万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $305.85万 | 0.05% | 101,882 | 30,611 | 43.0% | $91.89万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $305.97万 | 0.05% | 33,564 | 28,441 | 555.2% | $259.27万 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $306.26万 | 0.05% | 76,412 | 22,305 | 41.2% | $89.40万 | 加仓 |
| QYLD | GLOBAL X FDS | $308.65万 | 0.05% | 172,430 | 172,430 | — | $308.65万 | 新建仓 |
| BA | BOEING CO | $312.74万 | 0.05% | 13,955 | 8,651 | 163.1% | $193.88万 | 加仓 |
| LOW | LOWES COS INC | $315.35万 | 0.05% | 13,505 | 4,185 | 44.9% | $97.72万 | 加仓 |
| ENB | ENBRIDGE INC | $315.93万 | 0.06% | 59,141 | 24,127 | 68.9% | $128.89万 | 加仓 |
| BCS | BARCLAYS PLC | $321.55万 | 0.06% | 139,806 | 41,063 | 41.6% | $94.45万 | 加仓 |
| MS | MORGAN STANLEY | $328.50万 | 0.06% | 17,559 | 11,726 | 201.0% | $219.38万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $328.93万 | 0.06% | 12,076 | 10,680 | 765.0% | $290.91万 | 加仓 |
| ESGU | ISHARES TR | $328.98万 | 0.06% | 21,228 | 15,693 | 283.5% | $243.20万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $331.59万 | 0.06% | 71,127 | 71,127 | — | $331.59万 | 新建仓 |
| — | SILA REALTY TRUST INC | $334.87万 | 0.06% | 120,319 | 34,900 | 40.9% | $97.13万 | 加仓 |
| PFE | PFIZER INC | $335.41万 | 0.06% | 127,727 | 114,510 | 866.4% | $300.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $341.81万 | 0.06% | 42,080 | 38,642 | 1,124.0% | $313.89万 | 加仓 |
| GFI | GOLD FIELDS LTD | $345.27万 | 0.06% | 83,217 | 25,034 | 43.0% | $103.87万 | 加仓 |
| T | AT&T INC | $345.33万 | 0.06% | 134,108 | 115,030 | 602.9% | $296.20万 | 加仓 |
| ICVT | ISHARES TR | $347.29万 | 0.06% | 31,236 | 31,236 | — | $347.29万 | 新建仓 |
| FALN | ISHARES TR | $350.44万 | 0.06% | 129,431 | -8,602 | -6.2% | -$23.29万 | 减仓 |
| RMBS | RAMBUS INC DEL | $350.53万 | 0.06% | 31,253 | 13,470 | 75.7% | $151.08万 | 加仓 |
| LMUB | ISHARES TR | $356.15万 | 0.06% | 70,274 | 70,274 | — | $356.15万 | 新建仓 |
| TJX | TJX COS INC NEW | $360.71万 | 0.06% | 23,112 | 20,661 | 843.0% | $322.46万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $366.52万 | 0.06% | 51,477 | 51,477 | — | $366.52万 | 新建仓 |
| ITOT | ISHARES TR | $367.33万 | 0.06% | 23,604 | 23,604 | — | $367.33万 | 新建仓 |
| IGSB | ISHARES TR | $372.14万 | 0.06% | 70,898 | 11,084 | 18.5% | $58.18万 | 加仓 |
| LRGF | ISHARES TR | $376.16万 | 0.07% | 52,646 | 52,646 | — | $376.16万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $377.26万 | 0.07% | 110,959 | 110,959 | — | $377.26万 | 新建仓 |
| — | ALTSHARES TRUST | $377.31万 | 0.07% | 127,859 | 127,859 | — | $377.31万 | 新建仓 |
| GLW | CORNING INC | $379.49万 | 0.07% | 24,983 | 16,559 | 196.6% | $251.53万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $389.38万 | 0.07% | 17,005 | 1,291 | 8.2% | $29.56万 | 加仓 |
| WMB | WILLIAMS COS INC | $392.99万 | 0.07% | 53,599 | 44,528 | 490.9% | $326.48万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $393.69万 | 0.07% | 50,126 | 346 | 0.7% | $2.72万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $395.47万 | 0.07% | 185,755 | 55,304 | 42.4% | $117.74万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $396.15万 | 0.07% | 227,153 | 74,042 | 48.4% | $129.13万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $400.81万 | 0.07% | 11,833 | 1,317 | 12.5% | $44.61万 | 加仓 |
| IDEV | ISHARES TR | $402.44万 | 0.07% | 46,671 | 42,092 | 919.2% | $362.96万 | 加仓 |
| NVT | NVENT ELEC PLC | $403.39万 | 0.07% | 29,365 | 10,135 | 52.7% | $139.23万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $405.34万 | 0.07% | 456,458 | 211,419 | 86.3% | $187.74万 | 加仓 |
| VST | VISTRA CORP | $423.59万 | 0.07% | 27,544 | 6,204 | 29.1% | $95.41万 | 加仓 |
| AMCR | AMCOR PLC | $427.80万 | 0.07% | 114,537 | 114,537 | — | $427.80万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $428.65万 | 0.07% | 48,397 | 22,706 | 88.4% | $201.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $435.34万 | 0.08% | 19,295 | -1,745 | -8.3% | -$39.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $437.06万 | 0.08% | 29,842 | 19,924 | 200.9% | $291.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $437.21万 | 0.08% | 156,034 | 156,034 | — | $437.21万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $442.72万 | 0.08% | 72,828 | 19,593 | 36.8% | $119.11万 | 加仓 |
| CAT | CATERPILLAR INC | $444.02万 | 0.08% | 5,481 | 4,097 | 296.0% | $331.90万 | 加仓 |
| TLT | ISHARES TR | $444.47万 | 0.08% | 51,864 | 38,205 | 279.7% | $327.41万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $457.55万 | 0.08% | 141,061 | 141,061 | — | $457.55万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $465.85万 | 0.08% | 139,059 | 139,059 | — | $465.85万 | 新建仓 |
| IAGG | ISHARES TR | $466.63万 | 0.08% | 93,719 | 34,929 | 59.4% | $173.91万 | 加仓 |
| GE | GE AEROSPACE | $471.41万 | 0.08% | 16,624 | 9,099 | 120.9% | $258.02万 | 加仓 |
| WFC | WELLS FARGO & CO | $477.52万 | 0.08% | 58,584 | 28,503 | 94.8% | $232.33万 | 加仓 |
| C | CITIGROUP INC | $479.30万 | 0.08% | 37,560 | 27,409 | 270.0% | $349.76万 | 加仓 |
| TEM | TEMPUS AI INC | $479.58万 | 0.08% | 95,877 | 44,396 | 86.2% | $222.07万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $484.75万 | 0.08% | 56,657 | 33,035 | 139.8% | $282.65万 | 加仓 |
| IJK | ISHARES TR | $484.90万 | 0.08% | 45,373 | 42,152 | 1,308.7% | $450.48万 | 加仓 |
| IGRO | ISHARES TR | $486.91万 | 0.08% | 56,756 | 56,756 | — | $486.91万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $487.73万 | 0.09% | 32,431 | 32,431 | — | $487.73万 | 新建仓 |
| SYK | STRYKER CORPORATION | $488.54万 | 0.09% | 15,503 | 3,238 | 26.4% | $102.04万 | 加仓 |
| IMCG | ISHARES TR | $501.61万 | 0.09% | 58,319 | 14,522 | 33.2% | $124.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $505.23万 | 0.09% | 198,989 | 11,257 | 6.0% | $28.58万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $507.62万 | 0.09% | 100,939 | 33,621 | 49.9% | $169.08万 | 加仓 |
| O | REALTY INCOME CORP | $508.89万 | 0.09% | 80,406 | 28,085 | 53.7% | $177.75万 | 加仓 |
| NRG | NRG ENERGY INC | $509.57万 | 0.09% | 34,197 | 2,474 | 7.8% | $36.87万 | 加仓 |
| AMAT | APPLIED MATLS INC | $516.35万 | 0.09% | 13,496 | 8,972 | 198.3% | $343.26万 | 加仓 |
| ETN | EATON CORP PLC | $517.13万 | 0.09% | 12,589 | 8,592 | 215.0% | $352.94万 | 加仓 |
| DBEF | DBX ETF TR | $532.61万 | 0.09% | 105,321 | -22,622 | -17.7% | -$114.40万 | 减仓 |
| CLS | CELESTICA INC | $538.37万 | 0.09% | 14,298 | 14,298 | — | $538.37万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $545.57万 | 0.10% | 114,100 | 31,687 | 38.4% | $151.51万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $550.79万 | 0.10% | 212,578 | 55,259 | 35.1% | $143.18万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $555.41万 | 0.10% | 169,903 | 88,130 | 107.8% | $288.10万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $556.62万 | 0.10% | 97,447 | 35,813 | 58.1% | $204.56万 | 加仓 |
| IGEB | ISHARES TR | $565.09万 | 0.10% | 125,548 | 118,901 | 1,788.8% | $535.17万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $571.03万 | 0.10% | 12,156 | 3,779 | 45.1% | $177.52万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $575.74万 | 0.10% | 183,065 | -27,691 | -13.1% | -$87.09万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $575.77万 | 0.10% | 6,358 | 4,943 | 349.3% | $447.63万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $579.76万 | 0.10% | 173,944 | 29,349 | 20.3% | $97.82万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $581.50万 | 0.10% | 50,462 | -161,795 | -76.2% | -$1,864.45万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $590.40万 | 0.10% | 8,480 | 3,106 | 57.8% | $216.25万 | 加仓 |