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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $20.05万 | 0.00% | 3,113 | 3,113 | — | $20.05万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $20.22万 | 0.00% | 2,399 | 2,399 | — | $20.22万 | 新建仓 |
| MDB | MONGODB INC | $20.22万 | 0.00% | 783 | 783 | — | $20.22万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $20.42万 | 0.00% | 2,125 | 2,125 | — | $20.42万 | 新建仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $20.45万 | 0.00% | 6,931 | 6,931 | — | $20.45万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $20.45万 | 0.00% | 2,881 | 2,881 | — | $20.45万 | 新建仓 |
| SSRM | SSR MINING IN | $20.71万 | 0.00% | 7,352 | -1,824 | -19.9% | -$5.14万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $20.96万 | 0.00% | 1,597 | 1,597 | — | $20.96万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $20.97万 | 0.00% | 2,970 | 2,970 | — | $20.97万 | 新建仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $20.98万 | 0.00% | 4,420 | 4,420 | — | $20.98万 | 新建仓 |
| AVTR | AVANTOR INC | $21.05万 | 0.00% | 26,810 | 6,962 | 35.1% | $5.47万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $21.09万 | 0.00% | 782 | 782 | — | $21.09万 | 新建仓 |
| CLX | CLOROX CO DEL | $21.11万 | 0.00% | 2,227 | 2,227 | — | $21.11万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $21.17万 | 0.00% | 7,826 | 7,826 | — | $21.17万 | 新建仓 |
| IBMO | ISHARES TR | $21.22万 | 0.00% | 8,272 | 8,272 | — | $21.22万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $21.23万 | 0.00% | 675 | 675 | — | $21.23万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $21.31万 | 0.00% | 4,279 | 40 | 0.9% | $1,992 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $21.45万 | 0.00% | 1,945 | 1,945 | — | $21.45万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $21.46万 | 0.00% | 2,832 | 2,832 | — | $21.46万 | 新建仓 |
| ALC | ALCON AG | $21.49万 | 0.00% | 2,951 | 2,951 | — | $21.49万 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $21.53万 | 0.00% | 873 | -3,121 | -78.1% | -$76.95万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $21.60万 | 0.00% | 2,330 | 2,330 | — | $21.60万 | 新建仓 |
| DMXF | ISHARES TR | $21.61万 | 0.00% | 2,741 | 2,741 | — | $21.61万 | 新建仓 |
| DXJ | WISDOMTREE TR | $21.63万 | 0.00% | 1,341 | -7 | -0.5% | -$1,129 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $21.63万 | 0.00% | 4,680 | 4,680 | — | $21.63万 | 新建仓 |
| — | ISHARES U S ETF TR | $21.66万 | 0.00% | 8,895 | 8,895 | — | $21.66万 | 新建仓 |
| ING | ING GROEP N.V. | $21.66万 | 0.00% | 7,835 | 7,835 | — | $21.66万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.67万 | 0.00% | 6,144 | 6,144 | — | $21.67万 | 新建仓 |
| ILCV | ISHARES TR | $21.72万 | 0.00% | 2,220 | 2,220 | — | $21.72万 | 新建仓 |
| WDAY | WORKDAY INC | $21.79万 | 0.00% | 1,780 | 731 | 69.7% | $8.95万 | 加仓 |
| TTAN | SERVICETITAN INC | $21.81万 | 0.00% | 3,643 | 3,643 | — | $21.81万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $21.94万 | 0.00% | 4,185 | 4,185 | — | $21.94万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $21.96万 | 0.00% | 4,000 | 4,000 | — | $21.96万 | 新建仓 |
| PNR | PENTAIR PLC | $21.96万 | 0.00% | 2,716 | 2,716 | — | $21.96万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $22.06万 | 0.00% | 9,360 | 9,360 | — | $22.06万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.08万 | 0.00% | 4,618 | 4,618 | — | $22.08万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $22.42万 | 0.00% | 5,016 | 5,016 | — | $22.42万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $22.54万 | 0.00% | 11,000 | 11,000 | — | $22.54万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $22.64万 | 0.00% | 1,816 | 1,816 | — | $22.64万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $22.66万 | 0.00% | 907 | 907 | — | $22.66万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $22.78万 | 0.00% | 1,417 | 1,417 | — | $22.78万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $22.90万 | 0.00% | 2,541 | 2,541 | — | $22.90万 | 新建仓 |
| GMED | GLOBUS MED INC | $22.91万 | 0.00% | 2,610 | 2,610 | — | $22.91万 | 新建仓 |
| INSM | INSMED INC | $23.01万 | 0.00% | 1,704 | 1,704 | — | $23.01万 | 新建仓 |
| INDA | ISHARES TR | $23.10万 | 0.00% | 4,710 | 4,710 | — | $23.10万 | 新建仓 |
| FXY | INVESCO CURRENCYSHARES | $23.12万 | 0.00% | 4,039 | -650 | -13.9% | -$3.72万 | 减仓 |
| USAR | USA RARE EARTH INC | $23.24万 | 0.00% | 10,548 | 10,548 | — | $23.24万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $23.24万 | 0.00% | 2,286 | 2,286 | — | $23.24万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $23.25万 | 0.00% | 2,281 | 2,281 | — | $23.25万 | 新建仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $23.26万 | 0.00% | 15,619 | -48,890 | -75.8% | -$72.80万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $23.36万 | 0.00% | 703 | 703 | — | $23.36万 | 新建仓 |
| MLI | MUELLER INDS INC | $23.49万 | 0.00% | 1,768 | 1,768 | — | $23.49万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $23.60万 | 0.00% | 7,166 | 7,166 | — | $23.60万 | 新建仓 |
| AVLC | AMERICAN CENTY ETF TR | $23.62万 | 0.00% | 2,800 | 2,800 | — | $23.62万 | 新建仓 |
| IBDV | ISHARES TR | $23.73万 | 0.00% | 10,856 | 10,856 | — | $23.73万 | 新建仓 |
| LII | LENNOX INTL INC | $23.80万 | 0.00% | 460 | 460 | — | $23.80万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $23.85万 | 0.00% | 1,126 | 1,126 | — | $23.85万 | 新建仓 |
| HDB | HDFC BANK LTD | $24.22万 | 0.00% | 9,588 | 9,588 | — | $24.22万 | 新建仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $24.29万 | 0.00% | 6,591 | 1,151 | 21.2% | $4.24万 | 加仓 |
| SF | STIFEL FINL CORP | $24.36万 | 0.00% | 3,149 | 3,149 | — | $24.36万 | 新建仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $24.36万 | 0.00% | 6,697 | 6,697 | — | $24.36万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $24.52万 | 0.00% | 6,608 | 6,608 | — | $24.52万 | 新建仓 |
| MAS | MASCO CORP | $24.53万 | 0.00% | 3,442 | 3,442 | — | $24.53万 | 新建仓 |
| CMS | CMS ENERGY CORP | $24.53万 | 0.00% | 3,283 | 3,283 | — | $24.53万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.59万 | 0.00% | 833 | 833 | — | $24.59万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $24.60万 | 0.00% | 1,905 | 1,905 | — | $24.60万 | 新建仓 |
| WELL | WELLTOWER INC | $24.69万 | 0.00% | 1,164 | 1,164 | — | $24.69万 | 新建仓 |
| MOD | MODINE MFG CO | $24.69万 | 0.00% | 1,058 | 1,058 | — | $24.69万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $24.76万 | 0.00% | 3,956 | 3,956 | — | $24.76万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $24.83万 | 0.00% | 5,454 | 5,454 | — | $24.83万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $25.11万 | 0.00% | 6,579 | 6,579 | — | $25.11万 | 新建仓 |
| IGLB | ISHARES TR | $25.13万 | 0.00% | 5,071 | 5,071 | — | $25.13万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $25.16万 | 0.00% | 5,301 | 882 | 20.0% | $4.19万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $25.19万 | 0.00% | 12,359 | 12,359 | — | $25.19万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $25.21万 | 0.00% | 9,878 | 9,878 | — | $25.21万 | 新建仓 |
| HAS | HASBRO INC | $25.30万 | 0.00% | 2,691 | 2,691 | — | $25.30万 | 新建仓 |
| USD | PROSHARES TR | $25.47万 | 0.00% | 3,228 | 3,228 | — | $25.47万 | 新建仓 |
| APA | APA CORPORATION | $25.64万 | 0.00% | 6,359 | 6,359 | — | $25.64万 | 新建仓 |
| — | VIRTUS ETF TR II | $25.71万 | 0.00% | 11,070 | 728 | 7.0% | $1.69万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $25.77万 | 0.00% | 9,150 | 9,150 | — | $25.77万 | 新建仓 |
| ILCG | ISHARES TR | $25.80万 | 0.00% | 2,365 | 2,365 | — | $25.80万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $25.87万 | 0.00% | 5,772 | -2,511 | -30.3% | -$11.25万 | 重新持有 |
| ETH | GRAYSCALE ETHEREUM STAKING | $26.01万 | 0.00% | 12,281 | 12,281 | — | $26.01万 | 新建仓 |
| AOM | ISHARES TR | $26.02万 | 0.00% | 5,359 | 5,359 | — | $26.02万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $26.16万 | 0.00% | 5,651 | 5,651 | — | $26.16万 | 新建仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $26.18万 | 0.00% | 10,398 | 10,398 | — | $26.18万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $26.18万 | 0.00% | 1,179 | 1,179 | — | $26.18万 | 新建仓 |
| APG | API GROUP CORP | $26.21万 | 0.00% | 5,386 | 5,386 | — | $26.21万 | 新建仓 |
| UMI | USCF ETF TR | $26.21万 | 0.00% | 4,487 | 4,487 | — | $26.21万 | 新建仓 |
| NOK | NOKIA CORP | $26.23万 | 0.00% | 21,055 | 6,709 | 46.8% | $8.36万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $26.39万 | 0.00% | 2,063 | 157 | 8.2% | $2.01万 | 加仓 |
| PFFV | GLOBAL X FDS | $26.49万 | 0.00% | 11,908 | -4,078 | -25.5% | -$9.07万 | 减仓 |
| RMOP | TIDAL TRUST III | $26.53万 | 0.00% | 10,572 | 10,572 | — | $26.53万 | 新建仓 |
| P | EVERPURE INC | $26.94万 | 0.00% | 3,831 | 3,831 | — | $26.94万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $26.96万 | 0.00% | 23,776 | 23,776 | — | $26.96万 | 新建仓 |
| SCZ | ISHARES TR | $27.09万 | 0.00% | 3,313 | 256 | 8.4% | $2.09万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $27.13万 | 0.00% | 7,340 | 7,340 | — | $27.13万 | 新建仓 |
| XEL | XCEL ENERGY INC | $27.19万 | 0.00% | 3,450 | 3,450 | — | $27.19万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $27.39万 | 0.00% | 2,909 | 2,909 | — | $27.39万 | 新建仓 |
| TFC | TRUIST FINL CORP | $27.41万 | 0.00% | 5,412 | 5,412 | — | $27.41万 | 新建仓 |