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 |
|---|---|---|---|---|---|---|---|---|
| — | BIOXCEL THERAPEUTICS INC | $1.30万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.52万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $1.68万 | 0.00% | 34,737 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC | $1.73万 | 0.00% | 119,995 | 60,420 | 101.4% | $8,700 | 加仓 |
| OCGN | OCUGEN INC | $2.52万 | 0.00% | 20,020 | 20 | 0.1% | $25 | 加仓 |
| — | SENESTECH INC | $2.54万 | 0.00% | 19,119 | 0 | 0.0% | — | 不变 |
| — | IDENTIV INC | $2.88万 | 0.00% | 10,643 | 10,643 | — | $2.88万 | 新建仓 |
| — | IRIDEX CORP | $3.01万 | 0.00% | 33,840 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $3.36万 | 0.00% | 11,595 | -46 | -0.4% | -$133 | 减仓 |
| OPK | OPKO HEALTH INC | $3.72万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | VIRTRA INC | $4.16万 | 0.00% | 13,249 | 0 | 0.0% | — | 不变 |
| — | CURIOSITYSTREAM INC | $4.22万 | 0.00% | 17,287 | 0 | 0.0% | — | 不变 |
| OSUR | ORASURE TECHNOLOGIES INC | $4.66万 | 0.00% | 11,774 | -413 | -3.4% | -$1,635 | 减仓 |
| TIGR | UP FINTECH HLDG LTD | $4.99万 | 0.00% | 10,173 | -34,668 | -77.3% | -$17.02万 | 减仓 |
| IREN | IREN LIMITED 看涨期权 | $5.08万 | 0.00% | 140,000 | 140,000 | — | $5.08万 | 新建仓 |
| — | DOCGO INC | $5.32万 | 0.00% | 84,514 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.27万 | 0.00% | 11,502 | 11,502 | — | $6.27万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.58万 | 0.00% | 10,185 | 84 | 0.8% | $543 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $6.82万 | 0.00% | 100,000 | 100,000 | — | $6.82万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $7.13万 | 0.00% | 10,061 | 10,061 | — | $7.13万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.64万 | 0.00% | 15,556 | 15,556 | — | $7.64万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $7.86万 | 0.00% | 20,200 | 20,000 | 10,000.0% | $7.78万 | 加仓 |
| UAA | UNDER ARMOUR INC | $8.53万 | 0.00% | 12,042 | -313 | -2.5% | -$2,216 | 减仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $9.09万 | 0.00% | 15,785 | 0 | 0.0% | — | 不变 |
| — | IZEA WORLDWIDE INC | $9.21万 | 0.00% | 27,665 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $9.47万 | 0.00% | 13,015 | 13,015 | — | $9.47万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $10.19万 | 0.00% | 15,234 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $10.41万 | 0.00% | 14,896 | 1,901 | 14.6% | $1.33万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $10.83万 | 0.00% | 11,200 | 609 | 5.8% | $5,889 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.89万 | 0.00% | 10,155 | 10,155 | — | $10.89万 | 新建仓 |
| ONDS | ONDAS INC | $11.20万 | 0.00% | 13,959 | 13,959 | — | $11.20万 | 新建仓 |
| WU | WESTERN UN CO | $11.23万 | 0.00% | 13,745 | -1,737 | -11.2% | -$1.42万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $12.85万 | 0.00% | 11,679 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $12.90万 | 0.00% | 21,049 | 21,049 | — | $12.90万 | 新建仓 |
| CODI | COMPASS DIVERSIFIED | $12.91万 | 0.00% | 12,862 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $13.26万 | 0.00% | 22,178 | 90 | 0.4% | $538 | 加仓 |
| RKT | ROCKET COS INC | $14.16万 | 0.00% | 10,497 | 10,497 | — | $14.16万 | 新建仓 |
| — | CREXENDO INC | $14.68万 | 0.00% | 21,217 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $14.77万 | 0.00% | 34,840 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.18万 | 0.00% | 14,366 | -67 | -0.5% | -$708 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $15.33万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $15.36万 | 0.00% | 28,957 | -2,887 | -9.1% | -$1.53万 | 减仓 |
| — | TECHPRECISION CORP | $15.88万 | 0.00% | 35,279 | -9 | -0.0% | -$41 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.07万 | 0.00% | 16,691 | -861 | -4.9% | -$8,291 | 减仓 |
| KD | KYNDRYL HLDGS INC | $16.20万 | 0.00% | 12,697 | 259 | 2.1% | $3,305 | 加仓 |
| AES | AES CORP | $16.64万 | 0.00% | 11,218 | -42,773 | -79.2% | -$63.43万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $17.71万 | 0.00% | 22,011 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $18.72万 | 0.00% | 10,142 | 10,142 | — | $18.72万 | 新建仓 |
| IREN | IREN LIMITED | $19.53万 | 0.00% | 5,382 | 5,382 | — | $19.53万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $19.70万 | 0.00% | 11,985 | 208 | 1.8% | $3,419 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $20.01万 | 0.00% | 7,917 | 91 | 1.2% | $2,300 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $20.12万 | 0.00% | 2,932 | 2,932 | — | $20.12万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $20.15万 | 0.00% | 5,602 | 5,602 | — | $20.15万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $20.21万 | 0.00% | 6,938 | 6,938 | — | $20.21万 | 新建仓 |
| CALF | PACER FDS TR | $20.24万 | 0.00% | 3,777 | 3,777 | — | $20.24万 | 新建仓 |
| ORI | OLD REP INTL CORP | $20.30万 | 0.00% | 4,714 | 4,714 | — | $20.30万 | 新建仓 |
| — | ISHARES TR | $20.39万 | 0.00% | 7,294 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $20.40万 | 0.00% | 678 | 678 | — | $20.40万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $20.55万 | 0.00% | 1,686 | -219 | -11.5% | -$2.67万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $20.62万 | 0.00% | 1,553 | 1,553 | — | $20.62万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $20.67万 | 0.00% | 797 | -35 | -4.2% | -$9,078 | 减仓 |
| KT | KT CORP | $20.68万 | 0.00% | 11,042 | -11,552 | -51.1% | -$21.64万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $20.72万 | 0.00% | 719 | 719 | — | $20.72万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.73万 | 0.00% | 5,236 | 5,236 | — | $20.73万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.93万 | 0.00% | 6,305 | 6,305 | — | $20.93万 | 新建仓 |
| TDC | TERADATA CORP DEL | $21.03万 | 0.00% | 7,059 | -3,854 | -35.3% | -$11.48万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $21.03万 | 0.00% | 4,420 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $21.04万 | 0.00% | 2,152 | 2,152 | — | $21.04万 | 新建仓 |
| — | PROSHARES TR | $21.19万 | 0.00% | 2,215 | 2,215 | — | $21.19万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $21.20万 | 0.00% | 21,654 | 3,298 | 18.0% | $3.23万 | 加仓 |
| DIVB | ISHARES TR | $21.29万 | 0.00% | 3,269 | 3,269 | — | $21.29万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $21.31万 | 0.00% | 10,251 | 10,251 | — | $21.31万 | 新建仓 |
| IBMO | ISHARES TR | $21.33万 | 0.00% | 8,322 | 50 | 0.6% | $1,282 | 加仓 |
| MOD | MODINE MFG CO | $21.34万 | 0.00% | 926 | -132 | -12.5% | -$3.04万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $21.50万 | 0.00% | 4,326 | 47 | 1.1% | $2,336 | 加仓 |
| IBDU | ISHARES TR | $21.58万 | 0.00% | 9,378 | 9,378 | — | $21.58万 | 新建仓 |
| MLI | MUELLER INDS INC | $21.63万 | 0.00% | 3,371 | 1,603 | 90.7% | $10.29万 | 加仓 |
| WCC | WESCO INTL INC | $21.64万 | 0.00% | 640 | 640 | — | $21.64万 | 新建仓 |
| COPX | GLOBAL X FDS | $21.72万 | 0.00% | 2,788 | 214 | 8.3% | $1.67万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.81万 | 0.00% | 2,754 | 2,754 | — | $21.81万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $21.84万 | 0.00% | 2,056 | -867 | -29.7% | -$9.21万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $22.01万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $22.03万 | 0.00% | 5,518 | 132 | 2.5% | $5,270 | 加仓 |
| MDYV | SPDR SERIES TRUST | $22.09万 | 0.00% | 2,315 | -226 | -8.9% | -$2.16万 | 减仓 |
| HLN | HALEON PLC | $22.18万 | 0.00% | 22,312 | 6,221 | 38.7% | $6.18万 | 加仓 |
| — | DOMO INC | $22.26万 | 0.00% | 62,340 | 13,408 | 27.4% | $4.79万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $22.29万 | 0.00% | 3,135 | 22 | 0.7% | $1,564 | 加仓 |
| MDYG | SPDR SERIES TRUST | $22.31万 | 0.00% | 2,058 | -223 | -9.8% | -$2.42万 | 减仓 |
| IBDW | ISHARES TR | $22.33万 | 0.00% | 10,830 | 10,830 | — | $22.33万 | 新建仓 |
| MORN | MORNINGSTAR INC | $22.34万 | 0.00% | 1,224 | -4,727 | -79.4% | -$86.26万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $22.44万 | 0.00% | 3,905 | -31,138 | -88.9% | -$178.96万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.48万 | 0.00% | 6,306 | 162 | 2.6% | $5,775 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $22.50万 | 0.00% | 4,299 | 114 | 2.7% | $5,967 | 加仓 |
| DEO | DIAGEO PLC | $22.54万 | 0.00% | 2,646 | 2,646 | — | $22.54万 | 新建仓 |
| TRLV | TRULIEVE CANNABIS CORP | $22.57万 | 0.00% | 27,096 | 27,096 | — | $22.57万 | 新建仓 |
| FXY | INVESCO CURRENCYSHARES | $22.62万 | 0.00% | 4,039 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.70万 | 0.00% | 1,900 | -45 | -2.3% | -$5,376 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $22.79万 | 0.00% | 12,281 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.83万 | 0.00% | 3,735 | 3,735 | — | $22.83万 | 新建仓 |
| OKLO | OKLO INC | $22.92万 | 0.00% | 5,483 | -402 | -6.8% | -$1.68万 | 减仓 |