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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $885.05万 | 0.15% | 210,977 | -37,864 | -15.2% | -$158.84万 | 减仓 |
| CRM | SALESFORCE INC | $886.18万 | 0.15% | 51,047 | 5,947 | 13.2% | $103.24万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $887.31万 | 0.15% | 250,654 | 139,695 | 125.9% | $494.52万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $887.73万 | 0.15% | 15,306 | 596 | 4.1% | $34.57万 | 加仓 |
| PEP | PEPSICO INC | $894.70万 | 0.15% | 64,003 | 1,572 | 2.5% | $21.98万 | 加仓 |
| HQY | HEALTHEQUITY INC | $898.14万 | 0.15% | 90,675 | 122 | 0.1% | $1.21万 | 加仓 |
| MCD | MCDONALDS CORP | $913.62万 | 0.15% | 33,754 | 3,686 | 12.3% | $99.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $922.01万 | 0.15% | 25,839 | 2,801 | 12.2% | $99.95万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $928.46万 | 0.15% | 36,413 | 1,419 | 4.1% | $36.18万 | 加仓 |
| SGOV | ISHARES TR | $936.46万 | 0.16% | 93,042 | -1,180 | -1.3% | -$11.88万 | 减仓 |
| EFV | ISHARES TR | $940.42万 | 0.16% | 118,217 | -89,940 | -43.2% | -$715.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $955.75万 | 0.16% | 124,480 | 6,206 | 5.2% | $47.65万 | 加仓 |
| ABNB | AIRBNB INC | $976.41万 | 0.16% | 66,486 | 3,138 | 5.0% | $46.08万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $978.71万 | 0.16% | 260,988 | -4,933 | -1.9% | -$18.50万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,002.61万 | 0.17% | 190,719 | 7,131 | 3.9% | $37.49万 | 加仓 |
| KLAC | KLA CORP | $1,004.54万 | 0.17% | 49,397 | 3,507 | 7.6% | $71.32万 | 加仓 |
| CMI | CUMMINS INC | $1,005.96万 | 0.17% | 15,200 | -1,221 | -7.4% | -$80.81万 | 减仓 |
| DIS | DISNEY WALT CO | $1,006.93万 | 0.17% | 104,183 | 23,493 | 29.1% | $227.06万 | 加仓 |
| RTX | RTX CORPORATION | $1,023.35万 | 0.17% | 46,852 | 1,330 | 2.9% | $29.05万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,027.27万 | 0.17% | 202,777 | -22,988 | -10.2% | -$116.46万 | 减仓 |
| CME | CME GROUP INC | $1,039.97万 | 0.17% | 40,726 | 4,914 | 13.7% | $125.48万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,042.10万 | 0.17% | 212,847 | 2,342 | 1.1% | $11.47万 | 加仓 |
| EFG | ISHARES TR | $1,044.78万 | 0.17% | 87,297 | 12,310 | 16.4% | $147.33万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,061.85万 | 0.18% | 22,168 | -64 | -0.3% | -$3.07万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,063.10万 | 0.18% | 435,160 | -848,502 | -66.1% | -$2,072.89万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,063.16万 | 0.18% | 348,236 | 18,542 | 5.6% | $56.61万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,064.32万 | 0.18% | 357,034 | 29,630 | 9.0% | $88.33万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,074.99万 | 0.18% | 132,193 | 7,391 | 5.9% | $60.10万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1,093.91万 | 0.18% | 61,380 | 3,024 | 5.2% | $53.89万 | 加仓 |
| MUB | ISHARES TR | $1,097.83万 | 0.18% | 103,765 | -406 | -0.4% | -$4.30万 | 减仓 |
| WMT | WALMART INC | $1,098.75万 | 0.18% | 98,331 | -925 | -0.9% | -$10.34万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,100.67万 | 0.18% | 52,881 | 6,731 | 14.6% | $140.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,108.80万 | 0.18% | 22,302 | -4,898 | -18.0% | -$243.52万 | 减仓 |
| GOVT | ISHARES TR | $1,111.80万 | 0.18% | 493,694 | 84,801 | 20.7% | $190.97万 | 加仓 |
| HD | HOME DEPOT INC | $1,115.86万 | 0.19% | 33,201 | 1,305 | 4.1% | $43.86万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,115.93万 | 0.19% | 208,119 | 27,935 | 15.5% | $149.79万 | 加仓 |
| USMV | ISHARES TR | $1,126.37万 | 0.19% | 115,466 | 1,790 | 1.6% | $17.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,129.09万 | 0.19% | 123,236 | 1,119 | 0.9% | $10.25万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,139.18万 | 0.19% | 252,758 | 5,712 | 2.3% | $25.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,141.96万 | 0.19% | 52,800 | 12,992 | 32.6% | $280.99万 | 加仓 |
| ONON | ON HLDG AG | $1,144.03万 | 0.19% | 308,697 | 308,697 | — | $1,144.03万 | 新建仓 |
| IWF | ISHARES TR | $1,152.77万 | 0.19% | 98,418 | -180,150 | -64.7% | -$2,110.10万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,156.29万 | 0.19% | 66,339 | -2,808 | -4.1% | -$48.94万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,164.05万 | 0.19% | 46,125 | -5 | -0.0% | -$1,262 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,179.20万 | 0.20% | 348,154 | 34,768 | 11.1% | $117.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,204.19万 | 0.20% | 107,116 | -706,740 | -86.8% | -$7,945.14万 | 减仓 |
| TLN | TALEN ENERGY CORP | $1,222.78万 | 0.20% | 35,231 | 6,081 | 20.9% | $211.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,227.57万 | 0.20% | 180,048 | 13,181 | 7.9% | $89.87万 | 加仓 |
| NFLX | NETFLIX INC. | $1,249.94万 | 0.21% | 177,548 | 81,658 | 85.2% | $574.87万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,254.19万 | 0.21% | 73,447 | 6,880 | 10.3% | $117.48万 | 加仓 |
| UNP | UNION PAC CORP | $1,262.06万 | 0.21% | 42,167 | 1,833 | 4.5% | $54.86万 | 加仓 |
| QCOM | QUALCOMM INC | $1,274.82万 | 0.21% | 74,972 | -964 | -1.3% | -$16.39万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $1,295.23万 | 0.22% | 255,016 | 255,016 | — | $1,295.23万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $1,295.33万 | 0.22% | 178,765 | -7,177 | -3.9% | -$52.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,304.92万 | 0.22% | 161,082 | -488,354 | -75.2% | -$3,956.14万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,307.64万 | 0.22% | 46,558 | 34,482 | 285.5% | $968.47万 | 加仓 |
| STGW | STAGWELL INC | $1,333.10万 | 0.22% | 1,724,579 | -8,015 | -0.5% | -$6.20万 | 减仓 |
| LQD | ISHARES TR | $1,355.72万 | 0.23% | 127,286 | -814 | -0.6% | -$8.67万 | 减仓 |
| KO | COCA COLA CO | $1,383.79万 | 0.23% | 164,600 | 10,295 | 6.7% | $86.55万 | 加仓 |
| IEFA | ISHARES TR | $1,385.72万 | 0.23% | 143,108 | 556 | 0.4% | $5.38万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,390.45万 | 0.23% | 52,208 | -15,644 | -23.1% | -$416.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,394.73万 | 0.23% | 33,396 | 4,700 | 16.4% | $196.29万 | 加仓 |
| ASML | ASML HLDG NV | $1,407.54万 | 0.23% | 8,503 | 741 | 9.5% | $122.66万 | 加仓 |
| GLD | SPDR GOLD TR | $1,409.69万 | 0.23% | 37,629 | -52,759 | -58.4% | -$1,976.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,435.96万 | 0.24% | 109,173 | 11,113 | 11.3% | $146.17万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $1,479.95万 | 0.25% | 294,518 | 158,704 | 116.9% | $797.49万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,482.58万 | 0.25% | 82,315 | 58,834 | 250.6% | $1,059.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,494.20万 | 0.25% | 76,367 | -218 | -0.3% | -$4.27万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,509.12万 | 0.25% | 27,354 | 1,409 | 5.4% | $77.73万 | 加仓 |
| IEI | ISHARES TR | $1,528.70万 | 0.25% | 131,264 | 9,704 | 8.0% | $113.01万 | 加仓 |
| AGG | ISHARES TR | $1,529.93万 | 0.25% | 156,611 | -9,721 | -5.8% | -$94.96万 | 减仓 |
| ITA | ISHARES TR | $1,626.15万 | 0.27% | 66,670 | -74,191 | -52.7% | -$1,809.60万 | 减仓 |
| IWM | ISHARES TR | $1,628.49万 | 0.27% | 55,597 | -50,724 | -47.7% | -$1,485.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,629.03万 | 0.27% | 54,872 | 1,624 | 3.0% | $48.21万 | 加仓 |
| FTNT | FORTINET INC | $1,646.38万 | 0.27% | 108,044 | -9,057 | -7.7% | -$138.01万 | 减仓 |
| — | EXXON MOBIL CORP | $1,647.51万 | 0.27% | 106,449 | 6,109 | 6.1% | $94.55万 | 加仓 |
| ABBV | ABBVIE INC | $1,665.31万 | 0.28% | 64,821 | 631 | 1.0% | $16.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,673.87万 | 0.28% | 88,098 | 4,668 | 5.6% | $88.69万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,673.93万 | 0.28% | 347,506 | 32,962 | 10.5% | $158.78万 | 加仓 |
| IEMG | ISHARES INC | $1,705.25万 | 0.28% | 220,458 | -65,609 | -22.9% | -$507.49万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,780.61万 | 0.30% | 873,277 | -3,244,051 | -78.8% | -$6,614.62万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,795.53万 | 0.30% | 814,299 | -158,064 | -16.3% | -$348.53万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,804.69万 | 0.30% | 143,881 | 1,060 | 0.7% | $13.30万 | 加仓 |
| SOXX | ISHARES TR | $1,825.13万 | 0.30% | 35,355 | 19,266 | 119.7% | $994.57万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,853.90万 | 0.31% | 685,361 | -377,687 | -35.5% | -$1,021.64万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,861.24万 | 0.31% | 299,572 | -13,503 | -4.3% | -$83.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,905.05万 | 0.32% | 430,908 | -5,925 | -1.4% | -$26.19万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,938.16万 | 0.32% | 1,148,202 | 104,830 | 10.0% | $176.95万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,939.31万 | 0.32% | 409,828 | 93,403 | 29.5% | $441.98万 | 加仓 |
| IVE | ISHARES TR | $1,955.32万 | 0.33% | 84,140 | -15,456 | -15.5% | -$359.18万 | 减仓 |
| BUG | GLOBAL X FDS | $1,974.93万 | 0.33% | 519,309 | 519,309 | — | $1,974.93万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,988.26万 | 0.33% | 478,293 | 7,583 | 1.6% | $31.52万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,993.34万 | 0.33% | 394,799 | 151,781 | 62.5% | $766.34万 | 加仓 |
| LLY | ELI LILLY & CO | $1,997.95万 | 0.33% | 16,684 | -474 | -2.8% | -$56.76万 | 减仓 |
| ORCL | ORACLE CORP | $1,998.03万 | 0.33% | 166,642 | 2,675 | 1.6% | $32.07万 | 加仓 |
| CSCO | CISCO SYS INC | $2,018.27万 | 0.34% | 176,160 | -4,590 | -2.5% | -$52.59万 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $2,050.37万 | 0.34% | 7,000,000 | 7,000,000 | — | $2,050.37万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $2,173.84万 | 0.36% | 384,139 | -7,108 | -1.8% | -$40.22万 | 减仓 |
| V | VISA INC | $2,185.66万 | 0.36% | 60,289 | 2,104 | 3.6% | $76.28万 | 加仓 |
| TSLA | TESLA INC | $2,210.18万 | 0.37% | 71,476 | 7,048 | 10.9% | $217.94万 | 加仓 |