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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $595.69万 | 0.10% | 76,933 | 76,933 | — | $595.69万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $602.02万 | 0.10% | 38,966 | 7,669 | 24.5% | $118.48万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $605.17万 | 0.11% | 72,251 | 66,121 | 1,078.6% | $553.83万 | 加仓 |
| SHOP | SHOPIFY INC | $615.64万 | 0.11% | 50,770 | 14,905 | 41.6% | $180.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $621.76万 | 0.11% | 91,168 | 85,198 | 1,427.1% | $581.05万 | 加仓 |
| IEF | ISHARES TR | $622.82万 | 0.11% | 65,699 | 61,507 | 1,467.2% | $583.08万 | 加仓 |
| MC | MOELIS & CO | $638.10万 | 0.11% | 95,168 | 238 | 0.3% | $1.60万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $643.47万 | 0.11% | 137,259 | 137,259 | — | $643.47万 | 新建仓 |
| DGRO | ISHARES TR | $650.99万 | 0.11% | 89,533 | 49,810 | 125.4% | $362.17万 | 加仓 |
| IUSG | ISHARES TR | $660.22万 | 0.12% | 37,487 | 37,487 | — | $660.22万 | 新建仓 |
| EMR | EMERSON ELEC CO | $664.39万 | 0.12% | 48,652 | 14,886 | 44.1% | $203.28万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $683.42万 | 0.12% | 135,814 | 330 | 0.2% | $1.66万 | 加仓 |
| BX | BLACKSTONE INC | $689.65万 | 0.12% | 57,552 | 29,866 | 107.9% | $357.89万 | 加仓 |
| MBB | ISHARES TR | $694.47万 | 0.12% | 73,404 | 32,890 | 81.2% | $311.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $700.98万 | 0.12% | 74,438 | 69,033 | 1,277.2% | $650.08万 | 加仓 |
| WM | WASTE MGMT INC DEL | $701.52万 | 0.12% | 30,460 | 15,339 | 101.4% | $353.27万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $713.45万 | 0.12% | 137,374 | 129,099 | 1,560.1% | $670.48万 | 加仓 |
| SOXX | ISHARES TR | $724.00万 | 0.13% | 16,089 | 16,089 | — | $724.00万 | 新建仓 |
| AMGN | AMGEN INC | $726.25万 | 0.13% | 21,485 | 8,728 | 68.4% | $295.03万 | 加仓 |
| HQY | HEALTHEQUITY INC | $737.83万 | 0.13% | 90,553 | 116 | 0.1% | $9,452 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $749.46万 | 0.13% | 229,193 | 58,396 | 34.2% | $190.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $749.91万 | 0.13% | 14,710 | 6,811 | 86.2% | $347.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $752.58万 | 0.13% | 34,994 | 18,398 | 110.9% | $395.66万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $757.34万 | 0.13% | 199,050 | 17,254 | 9.5% | $65.65万 | 加仓 |
| APP | APPLOVIN CORP | $762.25万 | 0.13% | 17,190 | 11,224 | 188.1% | $497.70万 | 加仓 |
| IJR | ISHARES TR | $767.76万 | 0.13% | 56,985 | 50,120 | 730.1% | $675.27万 | 加仓 |
| MDT | MEDTRONIC PLC | $781.37万 | 0.14% | 98,447 | 33,500 | 51.6% | $265.89万 | 加仓 |
| RTX | RTX CORPORATION | $786.57万 | 0.14% | 45,522 | 14,798 | 48.2% | $255.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $789.15万 | 0.14% | 38,762 | 29,609 | 323.5% | $602.81万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $789.53万 | 0.14% | 26,100 | 9,770 | 59.8% | $295.54万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $811.18万 | 0.14% | 46,150 | 42,706 | 1,240.0% | $750.65万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $812.20万 | 0.14% | 121,678 | 42,035 | 52.8% | $280.58万 | 加仓 |
| ZTS | ZOETIS INC | $815.20万 | 0.14% | 71,616 | 38,493 | 116.2% | $438.16万 | 加仓 |
| CRM | SALESFORCE INC | $817.29万 | 0.14% | 45,100 | 24,075 | 114.5% | $436.28万 | 加仓 |
| DIS | DISNEY WALT CO | $817.39万 | 0.14% | 80,690 | 35,193 | 77.4% | $356.51万 | 加仓 |
| INTU | INTUIT | $825.06万 | 0.14% | 20,883 | 12,017 | 135.5% | $474.77万 | 加仓 |
| IWF | ISHARES TR | $827.35万 | 0.14% | 69,642 | 52,142 | 298.0% | $619.45万 | 加仓 |
| KLAC | KLA CORP | $833.45万 | 0.15% | 4,589 | 4,589 | — | $833.45万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $833.45万 | 0.15% | 26,404 | 14,342 | 118.9% | $452.71万 | 加仓 |
| TLH | ISHARES TR | $840.65万 | 0.15% | 84,250 | 7,965 | 10.4% | $79.47万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $843.10万 | 0.15% | 166,588 | -1,581 | -0.9% | -$8.00万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $861.73万 | 0.15% | 327,404 | 327,404 | — | $861.73万 | 新建仓 |
| EFG | ISHARES TR | $871.72万 | 0.15% | 74,987 | 62,052 | 479.7% | $721.35万 | 加仓 |
| MTUM | ISHARES TR | $871.95万 | 0.15% | 31,398 | 11,278 | 56.1% | $313.20万 | 加仓 |
| MCD | MCDONALDS CORP | $872.22万 | 0.15% | 30,068 | 13,375 | 80.1% | $387.98万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $873.33万 | 0.15% | 216,546 | 62,552 | 40.6% | $252.27万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $880.56万 | 0.15% | 33,239 | 12,300 | 58.7% | $325.85万 | 加仓 |
| NFLX | NETFLIX INC. | $883.34万 | 0.15% | 95,890 | 53,370 | 125.5% | $491.64万 | 加仓 |
| ABNB | AIRBNB INC | $888.64万 | 0.15% | 63,348 | 22,678 | 55.8% | $318.13万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $890.95万 | 0.16% | 183,588 | 183,588 | — | $890.95万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $904.04万 | 0.16% | 39,808 | 19,967 | 100.6% | $453.45万 | 加仓 |
| IXUS | ISHARES TR | $907.98万 | 0.16% | 99,548 | 50,174 | 101.6% | $457.64万 | 加仓 |
| GEV | GE VERNOVA INC | $923.05万 | 0.16% | 8,683 | 3,374 | 63.6% | $358.68万 | 加仓 |
| GOVT | ISHARES TR | $932.07万 | 0.16% | 408,893 | -130,983 | -24.3% | -$298.58万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $940.95万 | 0.16% | 22,232 | 10,542 | 90.2% | $446.18万 | 加仓 |
| SGOV | ISHARES TR | $948.53万 | 0.17% | 94,222 | 23,276 | 32.8% | $234.32万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $949.19万 | 0.17% | 329,694 | 109,052 | 49.4% | $313.96万 | 加仓 |
| QLTA | ISHARES TR | $950.36万 | 0.17% | 200,117 | 143,304 | 252.2% | $680.55万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $951.87万 | 0.17% | 19,479 | 18,611 | 2,144.1% | $909.45万 | 加仓 |
| RUN | SUNRUN INC | $952.30万 | 0.17% | 798,243 | 347,204 | 77.0% | $414.21万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $967.27万 | 0.17% | 210,505 | 137,534 | 188.5% | $631.97万 | 加仓 |
| PEP | PEPSICO INC | $969.49万 | 0.17% | 62,431 | 26,183 | 72.2% | $406.60万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $987.23万 | 0.17% | 180,184 | 65,036 | 56.5% | $356.33万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $993.48万 | 0.17% | 265,921 | 17,899 | 7.2% | $66.87万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $995.00万 | 0.17% | 313,386 | 3,545 | 1.1% | $11.26万 | 加仓 |
| PKG | PACKAGING CORP AMER | $996.63万 | 0.17% | 46,130 | 30 | 0.1% | $6,481 | 加仓 |
| FTNT | FORTINET INC | $1,008.35万 | 0.18% | 117,101 | 55,475 | 90.0% | $477.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,011.83万 | 0.18% | 118,274 | 64,273 | 119.0% | $549.86万 | 加仓 |
| TLN | TALEN ENERGY CORP | $1,025.83万 | 0.18% | 29,150 | 29,150 | — | $1,025.83万 | 新建仓 |
| CME | CME GROUP INC | $1,028.78万 | 0.18% | 35,812 | 11,773 | 49.0% | $338.21万 | 加仓 |
| HD | HOME DEPOT INC | $1,029.63万 | 0.18% | 31,896 | 16,050 | 101.3% | $518.11万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,031.48万 | 0.18% | 124,802 | 29,323 | 30.7% | $242.35万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,032.94万 | 0.18% | 248,841 | 103,338 | 71.0% | $428.96万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,033.40万 | 0.18% | 5,994 | 1,164 | 24.1% | $200.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,045.55万 | 0.18% | 23,038 | 12,912 | 127.5% | $586.00万 | 加仓 |
| CMI | CUMMINS INC | $1,049.24万 | 0.18% | 16,421 | 4,982 | 43.6% | $318.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,062.22万 | 0.19% | 23,481 | 11,851 | 101.9% | $536.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,063.89万 | 0.19% | 28,696 | 16,360 | 132.6% | $606.54万 | 加仓 |
| USMV | ISHARES TR | $1,067.19万 | 0.19% | 113,676 | 97,037 | 583.2% | $910.99万 | 加仓 |
| UNP | UNION PAC CORP | $1,067.98万 | 0.19% | 40,334 | 23,646 | 141.7% | $626.11万 | 加仓 |
| ASML | ASML HLDG NV | $1,082.08万 | 0.19% | 7,762 | 5,243 | 208.1% | $730.91万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1,083.72万 | 0.19% | 58,356 | 16,932 | 40.9% | $314.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,100.20万 | 0.19% | 69,147 | 21,711 | 45.8% | $345.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,109.42万 | 0.19% | 22,207 | 22,207 | — | $1,109.42万 | 新建仓 |
| MUB | ISHARES TR | $1,115.05万 | 0.19% | 104,171 | 38,625 | 58.9% | $413.44万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,118.95万 | 0.20% | 122,117 | 62,612 | 105.2% | $573.71万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,122.85万 | 0.20% | 66,567 | 31,473 | 89.7% | $530.89万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,124.06万 | 0.20% | 247,046 | 64,734 | 35.5% | $294.54万 | 加仓 |
| IGV | ISHARES TR | $1,128.36万 | 0.20% | 133,534 | 133,534 | — | $1,128.36万 | 新建仓 |
| EWY | ISHARES INC | $1,141.00万 | 0.20% | 74,110 | 74,110 | — | $1,141.00万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $1,144.63万 | 0.20% | 225,765 | 192,227 | 573.2% | $974.59万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,156.73万 | 0.20% | 221,426 | 154,905 | 232.9% | $809.22万 | 加仓 |
| STGW | STAGWELL INC | $1,159.11万 | 0.20% | 1,732,594 | -17,406 | -1.0% | -$11.64万 | 减仓 |
| QCOM | QUALCOMM INC | $1,184.61万 | 0.21% | 75,936 | 45,742 | 151.5% | $713.58万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,207.81万 | 0.21% | 60,267 | 54,885 | 1,019.8% | $1,099.95万 | 加仓 |
| KO | COCA COLA CO | $1,217.00万 | 0.21% | 154,305 | 96,493 | 166.9% | $761.04万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,229.43万 | 0.21% | 243,018 | 82,761 | 51.6% | $418.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,231.98万 | 0.21% | 162,359 | 122,145 | 303.7% | $926.84万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,242.66万 | 0.22% | 166,867 | 119,571 | 252.8% | $890.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,246.12万 | 0.22% | 76,585 | 44,478 | 138.5% | $723.70万 | 加仓 |