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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $241.14万 | 0.04% | 5,690 | -1,290 | -18.5% | -$54.67万 | 减仓 |
| ADI | ANALOG DEVICES INC | $242.80万 | 0.04% | 6,529 | 2,717 | 71.3% | $101.04万 | 加仓 |
| RGEN | REPLIGEN CORP | $243.70万 | 0.04% | 18,594 | 4,978 | 36.6% | $65.24万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $243.92万 | 0.04% | 3,426 | 3,016 | 735.6% | $214.73万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $244.16万 | 0.04% | 10,033 | 6,624 | 194.3% | $161.20万 | 加仓 |
| NOVT | NOVANTA INC | $244.88万 | 0.04% | 17,392 | 2,175 | 14.3% | $30.62万 | 加仓 |
| ACWX | ISHARES TR | $246.60万 | 0.04% | 33,132 | -163,042 | -83.1% | -$1,213.53万 | 减仓 |
| ALL | ALLSTATE CORP | $246.91万 | 0.04% | 9,450 | -2,252 | -19.2% | -$58.84万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $247.44万 | 0.04% | 23,681 | 1,530 | 6.9% | $15.99万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $247.83万 | 0.04% | 203,140 | 4,958 | 2.5% | $6.05万 | 加仓 |
| NEM | NEWMONT CORP | $248.04万 | 0.04% | 26,537 | 12,491 | 88.9% | $116.75万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $248.85万 | 0.04% | 10,009 | 838 | 9.1% | $20.84万 | 加仓 |
| INTC | INTEL CORP | $249.35万 | 0.04% | 27,201 | -994 | -3.5% | -$9.11万 | 减仓 |
| CSX | CSX CORP | $249.58万 | 0.04% | 48,181 | 8,189 | 20.5% | $42.42万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $252.99万 | 0.04% | 51,896 | 13,790 | 36.2% | $67.23万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $253.01万 | 0.04% | 41,600 | 30 | 0.1% | $1,825 | 加仓 |
| QQQI | NEOS ETF TRUST | $253.61万 | 0.04% | 48,234 | 15,043 | 45.3% | $79.10万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $256.67万 | 0.04% | 8,414 | 692 | 9.0% | $21.11万 | 加仓 |
| VIRT | VIRTU FINL INC | $259.67万 | 0.04% | 44,125 | -493 | -1.1% | -$2.90万 | 减仓 |
| PJT | PJT PARTNERS INC | $260.38万 | 0.04% | 15,424 | 859 | 5.9% | $14.50万 | 加仓 |
| — | ISHARES TR | $261.39万 | 0.04% | 73,549 | 11,051 | 17.7% | $39.28万 | 加仓 |
| BA | BOEING CO | $262.67万 | 0.04% | 12,419 | -1,536 | -11.0% | -$32.49万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $266.27万 | 0.04% | 16,877 | 8,959 | 113.1% | $141.34万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $266.41万 | 0.04% | 17,629 | -1,087 | -5.8% | -$16.43万 | 减仓 |
| ABVX | ABIVAX SA | $266.46万 | 0.04% | 20,817 | 3,081 | 17.4% | $39.44万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $267.38万 | 0.04% | 6,263 | 562 | 9.9% | $23.99万 | 加仓 |
| EMXC | ISHARES INC | $269.44万 | 0.04% | 29,383 | 19,632 | 201.3% | $180.03万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $270.57万 | 0.04% | 50,268 | -147 | -0.3% | -$7,912 | 减仓 |
| INTF | ISHARES TR | $271.68万 | 0.05% | 65,560 | 4,368 | 7.1% | $18.10万 | 加仓 |
| COR | CENCORA INC | $272.86万 | 0.05% | 8,769 | 4,970 | 130.8% | $154.65万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $273.42万 | 0.05% | 22,677 | 676 | 3.1% | $8.15万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $273.76万 | 0.05% | 8,085 | 150 | 1.9% | $5.08万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $273.97万 | 0.05% | 64,026 | 2,479 | 4.0% | $10.61万 | 加仓 |
| VEEV | VEEVA SYS INC | $276.44万 | 0.05% | 14,216 | 1,157 | 8.9% | $22.50万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $276.83万 | 0.05% | 33,976 | 2,472 | 7.8% | $20.14万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $280.00万 | 0.05% | 26,905 | 1,090 | 4.2% | $11.34万 | 加仓 |
| LOW | LOWES COS INC | $282.64万 | 0.05% | 13,360 | -145 | -1.1% | -$3.07万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $283.34万 | 0.05% | 11,181 | 11,181 | — | $283.34万 | 新建仓 |
| DASH | DOORDASH INC | $285.04万 | 0.05% | 15,460 | 742 | 5.0% | $13.68万 | 加仓 |
| LIN | LINDE PLC | $286.63万 | 0.05% | 5,653 | -262 | -4.4% | -$13.28万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $287.00万 | 0.05% | 65,481 | 2,094 | 3.3% | $9.18万 | 加仓 |
| RMBS | RAMBUS INC DEL | $288.84万 | 0.05% | 29,957 | -1,296 | -4.1% | -$12.50万 | 减仓 |
| EMLC | VANECK ETF TRUST | $289.01万 | 0.05% | 114,278 | 10,224 | 9.8% | $25.86万 | 加仓 |
| EUHY | ISHARES INC | $289.47万 | 0.05% | 54,223 | 5,854 | 12.1% | $31.25万 | 加仓 |
| PFE | PFIZER INC | $289.79万 | 0.05% | 117,466 | -10,261 | -8.0% | -$25.31万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $292.12万 | 0.05% | 30,840 | 2,276 | 8.0% | $21.56万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $292.19万 | 0.05% | 19,704 | 23 | 0.1% | $3,411 | 加仓 |
| PAVE | GLOBAL X FDS | $293.64万 | 0.05% | 51,086 | 526 | 1.0% | $3.02万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $295.28万 | 0.05% | 30,975 | 17,550 | 130.7% | $167.30万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $295.60万 | 0.05% | 5,016 | -1,413 | -22.0% | -$83.27万 | 减仓 |
| ELF | E L F BEAUTY INC | $297.06万 | 0.05% | 35,360 | 3,686 | 11.6% | $30.97万 | 加仓 |
| SPYI | NEOS ETF TRUST | $299.29万 | 0.05% | 57,203 | 14,483 | 33.9% | $75.78万 | 加仓 |
| CTAS | CINTAS CORP | $301.04万 | 0.05% | 14,268 | 891 | 6.7% | $18.80万 | 加仓 |
| CIEN | CIENA CORP | $301.21万 | 0.05% | 7,984 | 5,333 | 201.2% | $201.20万 | 加仓 |
| TEM | TEMPUS AI INC | $301.84万 | 0.05% | 70,343 | -25,534 | -26.6% | -$109.57万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $303.25万 | 0.05% | 31,704 | -19,773 | -38.4% | -$189.13万 | 减仓 |
| QYLD | GLOBAL X FDS | $303.37万 | 0.05% | 172,862 | 432 | 0.3% | $7,582 | 加仓 |
| EWY | ISHARES INC | $303.62万 | 0.05% | 18,835 | -55,275 | -74.6% | -$891.04万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $304.45万 | 0.05% | 68,294 | 2,690 | 4.1% | $11.99万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $304.64万 | 0.05% | 16,988 | 880 | 5.5% | $15.78万 | 加仓 |
| ANGX | ANGEL STUDIOS INC. | $306.21万 | 0.05% | 700,712 | -2,362 | -0.3% | -$1.03万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $306.57万 | 0.05% | 116,391 | -2,856 | -2.4% | -$7.52万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $306.83万 | 0.05% | 7,860 | -358 | -4.4% | -$13.98万 | 减仓 |
| HYLB | DBX ETF TR | $306.96万 | 0.05% | 84,841 | 48,385 | 132.7% | $175.06万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $307.08万 | 0.05% | 40,933 | 40,933 | — | $307.08万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $307.65万 | 0.05% | 30,600 | 2,859 | 10.3% | $28.74万 | 加仓 |
| TXN | TEXAS INSTRS INC | $308.76万 | 0.05% | 11,050 | 1,313 | 13.5% | $36.69万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $309.17万 | 0.05% | 61,161 | 2,934 | 5.0% | $14.83万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $312.00万 | 0.05% | 34,632 | 4,510 | 15.0% | $40.63万 | 加仓 |
| NVS | NOVARTIS AG | $313.06万 | 0.05% | 20,054 | 12,198 | 155.3% | $190.42万 | 加仓 |
| ESGU | ISHARES TR | $318.11万 | 0.05% | 19,626 | -1,602 | -7.5% | -$25.97万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $322.91万 | 0.05% | 6,485 | 1,810 | 38.7% | $90.13万 | 加仓 |
| STE | STERIS PLC | $323.60万 | 0.05% | 14,817 | 2,903 | 24.4% | $63.40万 | 加仓 |
| ENB | ENBRIDGE INC | $334.24万 | 0.06% | 60,387 | 1,246 | 2.1% | $6.90万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $335.57万 | 0.06% | 70,159 | -968 | -1.4% | -$4.63万 | 减仓 |
| VMI | VALMONT INDS INC | $337.45万 | 0.06% | 6,820 | 641 | 10.4% | $31.72万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $338.86万 | 0.06% | 106,828 | 4,946 | 4.9% | $15.69万 | 加仓 |
| OKTA | OKTA INC | $342.91万 | 0.06% | 24,951 | -2,314 | -8.5% | -$31.80万 | 减仓 |
| TER | TERADYNE INC | $351.45万 | 0.06% | 10,498 | 3,528 | 50.6% | $118.11万 | 加仓 |
| ROST | ROSS STORES INC | $351.58万 | 0.06% | 14,447 | 7,143 | 97.8% | $173.83万 | 加仓 |
| WMB | WILLIAMS COS INC | $352.37万 | 0.06% | 49,777 | -3,822 | -7.1% | -$27.06万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $354.63万 | 0.06% | 126,879 | 42,785 | 50.9% | $119.58万 | 加仓 |
| HDV | ISHARES TR | $357.32万 | 0.06% | 124,327 | -456,548 | -78.6% | -$1,312.12万 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $359.27万 | 0.06% | 77,113 | 701 | 0.9% | $3.27万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $360.09万 | 0.06% | 103,237 | 103,237 | — | $360.09万 | 新建仓 |
| CVS | CVS HEALTH CORP | $360.89万 | 0.06% | 33,706 | 2,344 | 7.5% | $25.10万 | 加仓 |
| IGSB | ISHARES TR | $363.49万 | 0.06% | 69,821 | -1,077 | -1.5% | -$5.61万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $375.01万 | 0.06% | 47,159 | -163,759 | -77.6% | -$1,302.21万 | 减仓 |
| MS | MORGAN STANLEY | $376.29万 | 0.06% | 17,538 | -21 | -0.1% | -$4,506 | 减仓 |
| TMUS | T-MOBILE US INC | $376.91万 | 0.06% | 21,269 | 8,099 | 61.5% | $143.52万 | 加仓 |
| FALN | ISHARES TR | $377.36万 | 0.06% | 140,333 | 10,902 | 8.4% | $29.32万 | 加仓 |
| GLW | CORNING INC | $379.21万 | 0.06% | 26,452 | 1,469 | 5.9% | $21.06万 | 加仓 |
| MRK | MERCK & CO INC | $380.97万 | 0.06% | 29,135 | 2,558 | 9.6% | $33.45万 | 加仓 |
| — | ALTSHARES TRUST | $382.30万 | 0.06% | 129,033 | 1,174 | 0.9% | $3.48万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $386.61万 | 0.06% | 37,110 | 3,546 | 10.6% | $36.94万 | 加仓 |
| IDEV | ISHARES TR | $390.87万 | 0.06% | 43,707 | -2,964 | -6.4% | -$26.51万 | 减仓 |
| T | AT&T INC | $391.45万 | 0.07% | 160,297 | 26,189 | 19.5% | $63.95万 | 加仓 |
| LRGF | ISHARES TR | $395.14万 | 0.07% | 52,399 | -247 | -0.5% | -$1.86万 | 减仓 |
| BCS | BARCLAYS PLC | $399.95万 | 0.07% | 140,040 | 234 | 0.2% | $6,683 | 加仓 |
| IWR | ISHARES TR | $402.05万 | 0.07% | 36,557 | 8,198 | 28.9% | $90.16万 | 加仓 |