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 |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | $2,275.03万 | 0.38% | 547,013 | 39,678 | 7.8% | $165.02万 | 加仓 |
| IGV | ISHARES TR | $2,313.67万 | 0.38% | 254,501 | 120,967 | 90.6% | $1,099.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,342.79万 | 0.39% | 64,154 | 8,233 | 14.7% | $300.65万 | 加仓 |
| PULS | PGIM ETF TR | $2,397.24万 | 0.40% | 482,731 | 91,051 | 23.2% | $452.16万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,445.16万 | 0.41% | 364,895 | 4,608 | 1.3% | $30.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,519.45万 | 0.42% | 94,734 | 4,673 | 5.2% | $124.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,588.84万 | 0.43% | 72,679 | 1,090 | 1.5% | $38.83万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,599.52万 | 0.43% | 355,854 | 32,893 | 10.2% | $240.28万 | 加仓 |
| IVW | ISHARES TR | $2,651.07万 | 0.44% | 200,338 | 1,627 | 0.8% | $21.53万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,772.35万 | 0.46% | 169,666 | 161,483 | 1,973.4% | $2,638.64万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,781.78万 | 0.46% | 476,333 | 61,417 | 14.8% | $358.68万 | 加仓 |
| NOW | SERVICENOW INC | $2,799.34万 | 0.47% | 265,190 | 19,802 | 8.1% | $209.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,830.48万 | 0.47% | 97,064 | -1,517 | -1.5% | -$44.24万 | 减仓 |
| OPBK | OP BANCORP | $2,873.29万 | 0.48% | 1,847,777 | 10,595 | 0.6% | $16.48万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,936.96万 | 0.49% | 155,255 | -8,606 | -5.3% | -$162.80万 | 减仓 |
| IUSB | ISHARES TR | $3,070.74万 | 0.51% | 673,999 | 178,131 | 35.9% | $811.56万 | 加仓 |
| USIG | ISHARES TR | $3,108.73万 | 0.52% | 616,934 | 68,792 | 12.6% | $346.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,117.56万 | 0.52% | 32,762 | 2,621 | 8.7% | $249.41万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $3,189.89万 | 0.53% | 1,374,361 | 195,553 | 16.6% | $453.88万 | 加仓 |
| MUU | DIREXION SHARES ETF TRUST | $3,212.36万 | 0.53% | 30,631 | 25,167 | 460.6% | $2,639.34万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,349.75万 | 0.56% | 122,737 | -270 | -0.2% | -$7.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,544.20万 | 0.59% | 506,314 | 108,063 | 27.1% | $756.44万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,015.93万 | 0.67% | 867,745 | -18,191 | -2.1% | -$84.19万 | 减仓 |
| IJH | ISHARES TR | $4,174.28万 | 0.69% | 549,247 | -7,694 | -1.4% | -$58.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,366.88万 | 0.73% | 749,936 | 48,606 | 6.9% | $283.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,388.54万 | 0.73% | 109,964 | -12,450 | -10.2% | -$496.87万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,005.35万 | 0.83% | 157,738 | -8,888 | -5.3% | -$282.03万 | 减仓 |
| GLDM | WORLD GOLD TR | $5,127.10万 | 0.85% | 634,699 | -85,696 | -11.9% | -$692.25万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $5,492.40万 | 0.91% | 1,360,178 | 347,901 | 34.4% | $1,404.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,629.75万 | 0.94% | 1,097,631 | -7,507 | -0.7% | -$38.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,670.88万 | 0.94% | 114,575 | -31,308 | -21.5% | -$1,549.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,100.48万 | 1.01% | 67,768 | -5,891 | -8.0% | -$530.31万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,185.08万 | 1.03% | 287,437 | 227,170 | 376.9% | $4,888.25万 | 加仓 |
| GOOGL | ALPHABET INC | $6,295.66万 | 1.05% | 192,787 | 251 | 0.1% | $8.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,316.13万 | 1.05% | 92,596 | -15,296 | -14.2% | -$1,043.37万 | 减仓 |
| GOOG | ALPHABET INC | $6,328.02万 | 1.05% | 193,772 | 8,946 | 4.8% | $292.15万 | 加仓 |
| META | META PLATFORMS INC | $6,357.25万 | 1.06% | 107,048 | 5,218 | 5.1% | $309.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,099.84万 | 1.18% | 182,468 | 14,461 | 8.6% | $562.68万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,482.44万 | 1.24% | 484,457 | -2,259 | -0.5% | -$34.89万 | 减仓 |
| AMZN | AMAZON COM INC | $7,950.47万 | 1.32% | 343,596 | 4,633 | 1.4% | $107.20万 | 加仓 |
| AVGO | BROADCOM INC | $8,367.92万 | 1.39% | 218,358 | 2,908 | 1.3% | $111.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,981.33万 | 1.49% | 132,212 | 12,906 | 10.8% | $876.72万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,168.94万 | 1.52% | 1,848,949 | 233,030 | 14.4% | $1,155.60万 | 加仓 |
| IVV | ISHARES TR | $9,531.33万 | 1.58% | 128,359 | 26,944 | 26.6% | $2,000.73万 | 加仓 |
| AAPL | APPLE INC | $1.51亿 | 2.52% | 449,050 | 34,447 | 8.3% | $1,160.55万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.75亿 | 2.92% | 2,818,867 | 200,478 | 7.7% | $1,247.78万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.02亿 | 3.36% | 1,766,081 | 99,419 | 6.0% | $1,138.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.10亿 | 3.49% | 284,244 | -40,993 | -12.6% | -$3,029.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.42亿 | 4.02% | 1,231,450 | -70,151 | -5.4% | -$1,378.54万 | 减仓 |