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 |
|---|---|---|---|---|---|---|---|---|
| IGRO | ISHARES TR | $404.58万 | 0.07% | 44,587 | -12,169 | -21.4% | -$110.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $405.31万 | 0.07% | 27,270 | -2,572 | -8.6% | -$38.23万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $406.69万 | 0.07% | 39,431 | -10,695 | -21.3% | -$110.31万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $410.70万 | 0.07% | 36,185 | 36,185 | — | $410.70万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $418.79万 | 0.07% | 17,046 | 41 | 0.2% | $1.01万 | 加仓 |
| IUSV | ISHARES TR | $419.85万 | 0.07% | 37,277 | 14,664 | 64.8% | $165.16万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $421.84万 | 0.07% | 171,690 | 119,762 | 230.6% | $294.26万 | 加仓 |
| ITOT | ISHARES TR | $427.48万 | 0.07% | 26,371 | 2,767 | 11.7% | $44.85万 | 加仓 |
| LMUB | ISHARES TR | $433.84万 | 0.07% | 87,187 | 16,913 | 24.1% | $84.16万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $435.28万 | 0.07% | 11,186 | -647 | -5.5% | -$25.18万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $437.26万 | 0.07% | 87,539 | 87,539 | — | $437.26万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $447.40万 | 0.07% | 89,124 | 89,124 | — | $447.40万 | 新建仓 |
| GE | GE AEROSPACE | $449.49万 | 0.07% | 12,430 | -4,194 | -25.2% | -$151.66万 | 减仓 |
| VST | VISTRA CORP | $450.13万 | 0.07% | 28,656 | 1,112 | 4.0% | $17.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $452.02万 | 0.08% | 54,212 | -262,048 | -82.9% | -$2,184.94万 | 减仓 |
| TJX | TJX COS INC NEW | $452.93万 | 0.08% | 28,963 | 5,851 | 25.3% | $91.50万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $453.03万 | 0.08% | 54,067 | 11,987 | 28.5% | $100.44万 | 加仓 |
| CLS | CELESTICA INC | $455.44万 | 0.08% | 14,311 | 13 | 0.1% | $4,137 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $457.17万 | 0.08% | 156,780 | 746 | 0.5% | $2.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $458.58万 | 0.08% | 19,116 | -179 | -0.9% | -$4.29万 | 减仓 |
| NVT | NVENT ELEC PLC | $464.73万 | 0.08% | 31,130 | 1,765 | 6.0% | $26.35万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $471.48万 | 0.08% | 8,125 | 2,834 | 53.6% | $164.45万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $471.62万 | 0.08% | 142,398 | 3,339 | 2.4% | $11.06万 | 加仓 |
| C | CITIGROUP INC | $481.78万 | 0.08% | 36,197 | -1,363 | -3.6% | -$18.14万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $495.20万 | 0.08% | 186,236 | 481 | 0.3% | $1.28万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $506.77万 | 0.08% | 56,604 | 8,207 | 17.0% | $73.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $509.58万 | 0.08% | 58,391 | -193 | -0.3% | -$1.68万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $513.02万 | 0.09% | 222,085 | -5,068 | -2.2% | -$11.71万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $515.28万 | 0.09% | 21,079 | 21,079 | — | $515.28万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $516.47万 | 0.09% | 189,461 | -9,528 | -4.8% | -$25.97万 | 减仓 |
| IJK | ISHARES TR | $516.96万 | 0.09% | 45,499 | 126 | 0.3% | $1.43万 | 加仓 |
| EMBJ | EMBRAER S.A. | $517.79万 | 0.09% | 76,157 | 3,329 | 4.6% | $22.63万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $519.93万 | 0.09% | 104,634 | 3,695 | 3.7% | $18.36万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $523.24万 | 0.09% | 540,535 | 84,077 | 18.4% | $81.39万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $526.66万 | 0.09% | 57,152 | 495 | 0.9% | $4.56万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $532.45万 | 0.09% | 7,158 | -1,322 | -15.6% | -$98.34万 | 减仓 |
| AMCR | AMCOR PLC | $536.68万 | 0.09% | 118,629 | 4,092 | 3.6% | $18.51万 | 加仓 |
| CAT | CATERPILLAR INC | $537.15万 | 0.09% | 6,151 | 670 | 12.2% | $58.51万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $541.53万 | 0.09% | 188,096 | 188,096 | — | $541.53万 | 新建仓 |
| ETN | EATON CORP PLC | $542.19万 | 0.09% | 13,601 | 1,012 | 8.0% | $40.34万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $543.66万 | 0.09% | 18,703 | -14,536 | -43.7% | -$422.53万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $549.21万 | 0.09% | 110,772 | 110,772 | — | $549.21万 | 新建仓 |
| O | REALTY INCOME CORP | $558.12万 | 0.09% | 85,209 | 4,803 | 6.0% | $31.46万 | 加仓 |
| IMCG | ISHARES TR | $560.70万 | 0.09% | 58,498 | 179 | 0.3% | $1.72万 | 加仓 |
| DBEF | DBX ETF TR | $564.22万 | 0.09% | 102,585 | -2,736 | -2.6% | -$15.05万 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $574.27万 | 0.10% | 142,329 | 91,867 | 182.1% | $370.66万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $578.06万 | 0.10% | 213,071 | 493 | 0.2% | $1.34万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $578.42万 | 0.10% | 165,405 | -8,539 | -4.9% | -$29.86万 | 减仓 |
| SYK | STRYKER CORPORATION | $581.72万 | 0.10% | 17,275 | 1,772 | 11.4% | $59.67万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $583.84万 | 0.10% | 123,538 | 9,438 | 8.3% | $44.60万 | 加仓 |
| MGV | VANGUARD WORLD FD | $586.11万 | 0.10% | 35,591 | 3,160 | 9.7% | $52.04万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $590.99万 | 0.10% | 182,404 | 41,343 | 29.3% | $133.95万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $595.37万 | 0.10% | 68,442 | -3,809 | -5.3% | -$33.13万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $605.40万 | 0.10% | 116,615 | -20,759 | -15.1% | -$107.77万 | 减仓 |
| RBRK | RUBRIK INC. | $606.81万 | 0.10% | 81,103 | 34,929 | 75.6% | $261.34万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $609.47万 | 0.10% | 37,453 | -1,513 | -3.9% | -$24.62万 | 减仓 |
| HUBB | HUBBELL INC | $618.20万 | 0.10% | 12,415 | 12,415 | — | $618.20万 | 新建仓 |
| SMH | VANECK ETF TRUST | $625.39万 | 0.10% | 11,401 | -10,806 | -48.7% | -$592.75万 | 减仓 |
| WM | WASTE MGMT INC DEL | $644.74万 | 0.11% | 27,101 | -3,359 | -11.0% | -$79.91万 | 减仓 |
| SHOP | SHOPIFY INC | $656.70万 | 0.11% | 51,757 | 987 | 1.9% | $12.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $659.19万 | 0.11% | 115,465 | 18,018 | 18.5% | $102.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $666.48万 | 0.11% | 199,365 | 16,300 | 8.9% | $54.49万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $669.45万 | 0.11% | 158,939 | -57,607 | -26.6% | -$242.64万 | 减仓 |
| MO | ALTRIA GROUP INC | $673.33万 | 0.11% | 92,376 | 1,208 | 1.3% | $8.81万 | 加仓 |
| TLH | ISHARES TR | $680.62万 | 0.11% | 69,608 | -14,642 | -17.4% | -$143.17万 | 减仓 |
| IGEB | ISHARES TR | $681.14万 | 0.11% | 153,618 | 28,070 | 22.4% | $124.46万 | 加仓 |
| IUSG | ISHARES TR | $681.57万 | 0.11% | 37,614 | 127 | 0.3% | $2.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $683.94万 | 0.11% | 30,847 | -7,915 | -20.4% | -$175.49万 | 减仓 |
| IEF | ISHARES TR | $686.47万 | 0.11% | 73,592 | 7,893 | 12.0% | $73.63万 | 加仓 |
| APP | APPLOVIN CORP | $689.54万 | 0.11% | 16,707 | -483 | -2.8% | -$19.93万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $691.23万 | 0.11% | 10,892 | -1,264 | -10.4% | -$80.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $720.52万 | 0.12% | 6,874 | 516 | 8.1% | $54.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $722.20万 | 0.12% | 13,972 | 476 | 3.5% | $24.60万 | 加仓 |
| ICVT | ISHARES TR | $725.31万 | 0.12% | 63,938 | 32,702 | 104.7% | $370.97万 | 加仓 |
| MBB | ISHARES TR | $730.61万 | 0.12% | 78,249 | 4,845 | 6.6% | $45.24万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $741.82万 | 0.12% | 91,833 | 14,900 | 19.4% | $120.36万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $748.96万 | 0.12% | 156,067 | 18,808 | 13.7% | $90.26万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $757.85万 | 0.13% | 22,596 | -3,808 | -14.4% | -$127.72万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $759.75万 | 0.13% | 146,416 | -75,010 | -33.9% | -$389.23万 | 减仓 |
| EMR | EMERSON ELEC CO | $760.14万 | 0.13% | 50,913 | 2,261 | 4.6% | $33.76万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $762.60万 | 0.13% | 227,100 | -2,093 | -0.9% | -$7.03万 | 减仓 |
| QUAL | ISHARES TR | $767.27万 | 0.13% | 35,316 | -34,030 | -49.1% | -$739.33万 | 减仓 |
| INTU | INTUIT | $770.42万 | 0.13% | 25,350 | 4,467 | 21.4% | $135.76万 | 加仓 |
| MTUM | ISHARES TR | $771.60万 | 0.13% | 25,522 | -5,876 | -18.7% | -$177.65万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $772.65万 | 0.13% | 26,865 | 18,396 | 217.2% | $529.08万 | 加仓 |
| FIX | COMFORT SYS USA INC | $776.55万 | 0.13% | 4,488 | -1,506 | -25.1% | -$260.58万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $784.36万 | 0.13% | 200,219 | 1,169 | 0.6% | $4.58万 | 加仓 |
| DGRO | ISHARES TR | $803.89万 | 0.13% | 102,799 | 13,266 | 14.8% | $103.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $818.51万 | 0.14% | 27,976 | 1,876 | 7.2% | $54.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $819.37万 | 0.14% | 97,290 | -1,157 | -1.2% | -$9.74万 | 减仓 |
| RUN | SUNRUN INC | $825.42万 | 0.14% | 827,077 | 28,834 | 3.6% | $28.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $828.15万 | 0.14% | 156,019 | -10,569 | -6.3% | -$56.10万 | 减仓 |
| IJR | ISHARES TR | $830.59万 | 0.14% | 57,082 | 97 | 0.2% | $1.41万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $834.81万 | 0.14% | 247,864 | 77,961 | 45.9% | $262.57万 | 加仓 |
| AMGN | AMGEN INC | $839.13万 | 0.14% | 22,302 | 817 | 3.8% | $30.74万 | 加仓 |
| BX | BLACKSTONE INC | $844.52万 | 0.14% | 63,689 | 6,137 | 10.7% | $81.38万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $851.46万 | 0.14% | 128,970 | 7,292 | 6.0% | $48.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $853.43万 | 0.14% | 96,075 | 21,637 | 29.1% | $192.20万 | 加仓 |
| IXUS | ISHARES TR | $867.54万 | 0.14% | 92,686 | -6,862 | -6.9% | -$64.23万 | 减仓 |
| GEV | GE VERNOVA INC | $879.52万 | 0.15% | 8,825 | 142 | 1.6% | $14.15万 | 加仓 |