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 |
|---|---|---|---|---|---|---|---|---|
| DCO | DUCOMMUN INC DEL | $174.43万 | 0.03% | 9,500 | 2,300 | 31.9% | $42.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $177.92万 | 0.03% | 21,938 | 124 | 0.6% | $1.01万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $179.81万 | 0.03% | 79,846 | 1,647 | 2.1% | $3.71万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $180.28万 | 0.03% | 28,743 | -1,595 | -5.3% | -$10.00万 | 减仓 |
| HWKN | HAWKINS INC | $181.31万 | 0.03% | 12,915 | 1,554 | 13.7% | $21.82万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $181.68万 | 0.03% | 13,919 | 3,044 | 28.0% | $39.73万 | 加仓 |
| OEF | ISHARES TR | $182.73万 | 0.03% | 5,031 | -1,816 | -26.5% | -$65.96万 | 减仓 |
| DE | DEERE & CO | $183.75万 | 0.03% | 2,940 | 115 | 4.1% | $7.19万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $183.83万 | 0.03% | 21,616 | 712 | 3.4% | $6.05万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $184.29万 | 0.03% | 14,305 | 2,910 | 25.5% | $37.49万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $185.08万 | 0.03% | 74,627 | -4,683 | -5.9% | -$11.61万 | 减仓 |
| IWD | ISHARES TR | $186.16万 | 0.03% | 7,454 | -1,666 | -18.3% | -$41.61万 | 减仓 |
| TTE | TOTALENERGIES SE | $187.19万 | 0.03% | 22,242 | 690 | 3.2% | $5.81万 | 加仓 |
| E | ENI SPA | $187.67万 | 0.03% | 37,066 | 37,066 | — | $187.67万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $187.68万 | 0.03% | 16,616 | 468 | 2.9% | $5.29万 | 加仓 |
| RRC | RANGE RES CORP | $187.98万 | 0.03% | 49,625 | 4,768 | 10.6% | $18.06万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $191.28万 | 0.03% | 156,660 | 10,469 | 7.2% | $12.78万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $192.77万 | 0.03% | 47,208 | 23,468 | 98.9% | $95.83万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $193.04万 | 0.03% | 9,772 | 9,772 | — | $193.04万 | 新建仓 |
| URI | UNITED RENTALS INC | $193.18万 | 0.03% | 1,713 | 29 | 1.7% | $3.27万 | 加仓 |
| SSL | SASOL LTD | $193.49万 | 0.03% | 168,990 | 168,990 | — | $193.49万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $194.00万 | 0.03% | 25,637 | -5,337 | -17.2% | -$40.39万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $194.45万 | 0.03% | 36,710 | -740 | -2.0% | -$3.92万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $194.45万 | 0.03% | 2,984 | -70 | -2.3% | -$4.56万 | 减仓 |
| OKE | ONEOK INC NEW | $195.28万 | 0.03% | 21,829 | 767 | 3.6% | $6.86万 | 加仓 |
| ARGX | ARGENX SE | $195.30万 | 0.03% | 2,197 | 313 | 16.6% | $27.82万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $195.62万 | 0.03% | 19,806 | -141 | -0.7% | -$1.39万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $196.17万 | 0.03% | 108,984 | 108,984 | — | $196.17万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $196.59万 | 0.03% | 87,812 | 3,311 | 3.9% | $7.41万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $196.87万 | 0.03% | 100,523 | 15,532 | 18.3% | $30.42万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $197.50万 | 0.03% | 41,214 | -333 | -0.8% | -$1.60万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $197.72万 | 0.03% | 6,867 | 3,988 | 138.5% | $114.82万 | 加仓 |
| ET | ENERGY TRANSFER L P | $198.68万 | 0.03% | 99,789 | 14,910 | 17.6% | $29.69万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $198.84万 | 0.03% | 33,290 | 33,290 | — | $198.84万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $199.42万 | 0.03% | 233,234 | 27,709 | 13.5% | $23.69万 | 加仓 |
| UMBF | UMB FINL CORP | $199.46万 | 0.03% | 14,149 | 14,149 | — | $199.46万 | 新建仓 |
| EWT | ISHARES INC | $199.92万 | 0.03% | 20,440 | -4,743 | -18.8% | -$46.39万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $200.20万 | 0.03% | 34,672 | 2,355 | 7.3% | $13.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $201.02万 | 0.03% | 34,445 | 379 | 1.1% | $2.21万 | 加仓 |
| IGM | ISHARES TR | $202.15万 | 0.03% | 13,335 | -875 | -6.2% | -$13.26万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $202.19万 | 0.03% | 91,781 | -7,953 | -8.0% | -$17.52万 | 减仓 |
| IWN | ISHARES TR | $202.47万 | 0.03% | 9,114 | 5,452 | 148.9% | $121.12万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $202.95万 | 0.03% | 13,405 | 1,196 | 9.8% | $18.11万 | 加仓 |
| AZN | ASTRAZENECA PLC | $203.65万 | 0.03% | 12,005 | 150 | 1.3% | $2.54万 | 加仓 |
| SNDK | SANDISK CORP | $205.63万 | 0.03% | 1,609 | 1,286 | 398.1% | $164.35万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $205.88万 | 0.03% | 13,348 | 13,348 | — | $205.88万 | 新建仓 |
| PSA | PUBLIC STORAGE | $206.44万 | 0.03% | 6,371 | 2,716 | 74.3% | $88.01万 | 加仓 |
| BROS | DUTCH BROS INC | $207.03万 | 0.03% | 31,512 | 31,512 | — | $207.03万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $207.76万 | 0.03% | 13,394 | 1,562 | 13.2% | $24.23万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $208.22万 | 0.03% | 91,203 | -3,533 | -3.7% | -$8.07万 | 减仓 |
| SHYG | ISHARES TR | $209.47万 | 0.03% | 49,779 | -8,962 | -15.3% | -$37.71万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $209.74万 | 0.03% | 10,130 | 1,543 | 18.0% | $31.95万 | 加仓 |
| B | BARRICK MNG CORP | $209.99万 | 0.03% | 56,177 | 25,440 | 82.8% | $95.09万 | 加仓 |
| SMLF | ISHARES TR | $210.47万 | 0.03% | 24,306 | 24,306 | — | $210.47万 | 新建仓 |
| MPC | MARATHON PETE CORP | $211.33万 | 0.04% | 6,766 | 1,354 | 25.0% | $42.29万 | 加仓 |
| VNET | VNET GROUP INC | $211.47万 | 0.04% | 294,940 | 26,268 | 9.8% | $18.83万 | 加仓 |
| ALAB | ASTERA LABS INC | $212.40万 | 0.04% | 7,518 | 5,607 | 293.4% | $158.41万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $213.23万 | 0.04% | 24,708 | 21,332 | 631.9% | $184.10万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $213.35万 | 0.04% | 38,380 | 7,263 | 23.3% | $40.38万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $215.67万 | 0.04% | 59,826 | 59,826 | — | $215.67万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $215.68万 | 0.04% | 19,852 | -8,174 | -29.2% | -$88.80万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $215.76万 | 0.04% | 38,939 | 5,412 | 16.1% | $29.99万 | 加仓 |
| NET | CLOUDFLARE INC | $215.79万 | 0.04% | 8,124 | -726 | -8.2% | -$19.28万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $216.86万 | 0.04% | 38,350 | -14,007 | -26.8% | -$79.21万 | 减仓 |
| COP | CONOCOPHILLIPS | $217.43万 | 0.04% | 18,812 | -996 | -5.0% | -$11.51万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $217.70万 | 0.04% | 8,476 | 691 | 8.9% | $17.75万 | 加仓 |
| FSK | FS KKR CAP CORP | $217.75万 | 0.04% | 201,020 | 208 | 0.1% | $2,253 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $218.08万 | 0.04% | 42,428 | 1,496 | 3.7% | $7.69万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $218.78万 | 0.04% | 217,264 | 61,567 | 39.5% | $62.00万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $219.15万 | 0.04% | 45,963 | 2,498 | 5.7% | $11.91万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $219.78万 | 0.04% | 70,713 | 8,805 | 14.2% | $27.37万 | 加仓 |
| PGR | PROGRESSIVE CORP | $219.89万 | 0.04% | 10,192 | 1,174 | 13.0% | $25.33万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $219.97万 | 0.04% | 10,272 | -2,419 | -19.1% | -$51.80万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $221.26万 | 0.04% | 47,922 | -3,600 | -7.0% | -$16.62万 | 减仓 |
| QLTA | ISHARES TR | $222.28万 | 0.04% | 47,684 | -152,433 | -76.2% | -$710.57万 | 减仓 |
| BE | BLOOM ENERGY CORP | $222.65万 | 0.04% | 11,831 | 5,252 | 79.8% | $98.84万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $222.85万 | 0.04% | 69,101 | 1,109 | 1.6% | $3.58万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $223.82万 | 0.04% | 39,349 | -13,639 | -25.7% | -$77.58万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $225.90万 | 0.04% | 24,937 | -448 | -1.8% | -$4.06万 | 减仓 |
| SBUX | STARBUCKS CORP | $226.63万 | 0.04% | 21,865 | -1,139 | -5.0% | -$11.81万 | 减仓 |
| SLB | SLB LIMITED | $226.91万 | 0.04% | 44,034 | 30,487 | 225.0% | $157.10万 | 加仓 |
| ADBE | ADOBE INC | $227.37万 | 0.04% | 9,563 | 197 | 2.1% | $4.68万 | 加仓 |
| GSK | GSK PLC | $228.02万 | 0.04% | 43,867 | 34,986 | 393.9% | $181.86万 | 加仓 |
| IMCV | ISHARES TR | $228.04万 | 0.04% | 23,905 | 1,392 | 6.2% | $13.28万 | 加仓 |
| NOK | NOKIA CORP | $228.65万 | 0.04% | 246,386 | 225,331 | 1,070.2% | $209.11万 | 加仓 |
| BLK | BLACKROCK INC | $228.66万 | 0.04% | 2,153 | 454 | 26.7% | $48.22万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $229.81万 | 0.04% | 20,115 | 20,115 | — | $229.81万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $229.93万 | 0.04% | 600,000 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $230.29万 | 0.04% | 18,224 | 1,603 | 9.6% | $20.26万 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $231.83万 | 0.04% | 94,219 | 43,474 | 85.7% | $106.97万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $232.92万 | 0.04% | 37,231 | 4,092 | 12.3% | $25.60万 | 加仓 |
| APH | AMPHENOL CORP | $233.01万 | 0.04% | 15,609 | -3,997 | -20.4% | -$59.67万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $233.76万 | 0.04% | 165,668 | 15,085 | 10.0% | $21.28万 | 加仓 |
| ESLT | ELBIT SYS LTD | $233.84万 | 0.04% | 2,877 | 384 | 15.4% | $31.21万 | 加仓 |
| EQNR | EQUINOR ASA | $234.50万 | 0.04% | 60,942 | 60,942 | — | $234.50万 | 新建仓 |
| UL | UNILEVER PLC | $235.71万 | 0.04% | 38,407 | -709 | -1.8% | -$4.35万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $236.68万 | 0.04% | 7,956 | 7,956 | — | $236.68万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $236.83万 | 0.04% | 32,971 | -9,220 | -21.9% | -$66.23万 | 减仓 |
| IYW | ISHARES TR | $239.47万 | 0.04% | 10,188 | 882 | 9.5% | $20.73万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $239.66万 | 0.04% | 122,808 | -23,420 | -16.0% | -$45.70万 | 减仓 |