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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $27.77万 | 0.00% | 9,360 | 9,360 | — | $27.77万 | 新建仓 |
| NXT | NEXTPOWER INC | $27.89万 | 0.00% | 2,441 | 2,441 | — | $27.89万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $27.94万 | 0.00% | 1,662 | 1,662 | — | $27.94万 | 新建仓 |
| SHV | ISHARES TR | $28.02万 | 0.00% | 2,539 | 2,539 | — | $28.02万 | 新建仓 |
| SNA | SNAP ON INC | $28.05万 | 0.00% | 741 | 741 | — | $28.05万 | 新建仓 |
| PCB | PCB BANCORP | $28.09万 | 0.00% | 11,644 | 11,644 | — | $28.09万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.09万 | 0.00% | 7,951 | 7,951 | — | $28.09万 | 新建仓 |
| PCAR | PACCAR INC | $28.16万 | 0.00% | 2,383 | 2,383 | — | $28.16万 | 新建仓 |
| — | VICTORY PORTFOLIOS II | $28.23万 | 0.00% | 4,405 | 4,405 | — | $28.23万 | 新建仓 |
| MLRG | ISHARES TR | $28.33万 | 0.00% | 2,880 | 2,880 | — | $28.33万 | 新建仓 |
| NDSN | NORDSON CORP | $28.41万 | 0.00% | 1,013 | 1,013 | — | $28.41万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $28.48万 | 0.00% | 9,309 | 9,309 | — | $28.48万 | 新建仓 |
| ARKQ | ARK ETF TR | $28.51万 | 0.00% | 2,313 | 2,313 | — | $28.51万 | 新建仓 |
| TDC | TERADATA CORP DEL | $28.67万 | 0.00% | 10,913 | 3,202 | 41.5% | $8.41万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $28.69万 | 0.00% | 716 | 716 | — | $28.69万 | 新建仓 |
| EBAY | EBAY INC. | $28.72万 | 0.01% | 2,767 | 2,767 | — | $28.72万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $28.82万 | 0.01% | 1,847 | 550 | 42.4% | $8.58万 | 加仓 |
| FAST | FASTENAL CO | $28.84万 | 0.01% | 6,598 | 6,598 | — | $28.84万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $29.06万 | 0.01% | 3,814 | 3,814 | — | $29.06万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $29.09万 | 0.01% | 6,704 | 6,704 | — | $29.09万 | 新建仓 |
| HYGH | ISHARES U S ETF TR | $29.11万 | 0.01% | 3,376 | 3,376 | — | $29.11万 | 新建仓 |
| USFR | WISDOMTREE TR | $29.21万 | 0.01% | 5,803 | 988 | 20.5% | $4.97万 | 加仓 |
| MOAT | VANECK ETF TRUST | $29.22万 | 0.01% | 2,923 | 2,923 | — | $29.22万 | 新建仓 |
| TIGR | UP FINTECH HLDG LTD | $29.24万 | 0.01% | 44,841 | -129,598 | -74.3% | -$84.50万 | 减仓 |
| IDCC | INTERDIGITAL INC | $29.33万 | 0.01% | 832 | 832 | — | $29.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.44万 | 0.01% | 7,731 | -116 | -1.5% | -$4,417 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $29.45万 | 0.01% | 2,358 | -820 | -25.8% | -$10.24万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.51万 | 0.01% | 9,720 | 9,720 | — | $29.51万 | 新建仓 |
| NULG | NUSHARES ETF TR | $29.53万 | 0.01% | 2,866 | 2,866 | — | $29.53万 | 新建仓 |
| CTVA | CORTEVA INC | $29.59万 | 0.01% | 3,728 | 3,728 | — | $29.59万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $29.70万 | 0.01% | 6,126 | 6,126 | — | $29.70万 | 新建仓 |
| WAB | WABTEC | $29.76万 | 0.01% | 1,139 | 1,139 | — | $29.76万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $29.78万 | 0.01% | 4,771 | 4,771 | — | $29.78万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $29.84万 | 0.01% | 18,353 | 3,543 | 23.9% | $5.76万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $29.88万 | 0.01% | 1,434 | 1,434 | — | $29.88万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $30.07万 | 0.01% | 31,328 | 31,328 | — | $30.07万 | 新建仓 |
| CAM | AB ACTIVE ETFS INC | $30.10万 | 0.01% | 12,017 | 12,017 | — | $30.10万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $30.33万 | 0.01% | 1,559 | 1,559 | — | $30.33万 | 新建仓 |
| RY | ROYAL BK CDA | $30.45万 | 0.01% | 1,738 | 1,738 | — | $30.45万 | 新建仓 |
| IWS | ISHARES TR | $30.50万 | 0.01% | 1,980 | 1,980 | — | $30.50万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $30.94万 | 0.01% | 6,059 | 766 | 14.5% | $3.91万 | 加仓 |
| MSTR | STRATEGY INC | $30.97万 | 0.01% | 1,958 | 1,172 | 149.1% | $18.54万 | 重新持有 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.01万 | 0.01% | 5,206 | 2,575 | 97.9% | $15.34万 | 加仓 |
| IOO | ISHARES TR | $31.07万 | 0.01% | 2,327 | 56 | 2.5% | $7,476 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $31.08万 | 0.01% | 2,542 | 2,542 | — | $31.08万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $31.21万 | 0.01% | 4,694 | 1,065 | 29.3% | $7.08万 | 加仓 |
| TLTW | ISHARES TR | $31.22万 | 0.01% | 14,000 | -5,500 | -28.2% | -$12.27万 | 减仓 |
| MLN | VANECK ETF TRUST | $31.24万 | 0.01% | 17,729 | 17,729 | — | $31.24万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $31.35万 | 0.01% | 5,684 | 1,839 | 47.8% | $10.14万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $31.62万 | 0.01% | 727 | 727 | — | $31.62万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.76万 | 0.01% | 3,910 | -42,906 | -91.6% | -$348.48万 | 减仓 |
| ATRC | ATRICURE INC | $31.80万 | 0.01% | 11,631 | 2,476 | 27.0% | $6.77万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $32.08万 | 0.01% | 9,194 | 9,194 | — | $32.08万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $32.25万 | 0.01% | 19,316 | 19,316 | — | $32.25万 | 新建仓 |
| EVUS | ISHARES TR | $32.38万 | 0.01% | 9,580 | 973 | 11.3% | $3.29万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $32.44万 | 0.01% | 12,530 | 12,530 | — | $32.44万 | 新建仓 |
| HEFA | ISHARES TR | $32.46万 | 0.01% | 7,462 | 7,462 | — | $32.46万 | 新建仓 |
| GWW | WW GRAINGER INC | $32.50万 | 0.01% | 284 | 284 | — | $32.50万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $32.57万 | 0.01% | 2,429 | 556 | 29.7% | $7.45万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $32.60万 | 0.01% | 21,032 | 21,032 | — | $32.60万 | 新建仓 |
| KMT | KENNAMETAL INC | $32.76万 | 0.01% | 8,497 | 8,497 | — | $32.76万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $32.82万 | 0.01% | 619 | 619 | — | $32.82万 | 新建仓 |
| SNY | SANOFI SA | $32.85万 | 0.01% | 7,137 | 7,137 | — | $32.85万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $32.87万 | 0.01% | 1,763 | 1,763 | — | $32.87万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $33.46万 | 0.01% | 18,315 | 18,315 | — | $33.46万 | 新建仓 |
| KKR | KKR & CO INC | $33.49万 | 0.01% | 3,372 | 3,372 | — | $33.49万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $34.06万 | 0.01% | 9,301 | 9,301 | — | $34.06万 | 新建仓 |
| MAGS | LISTED FDS TR | $34.12万 | 0.01% | 5,124 | 5,124 | — | $34.12万 | 新建仓 |
| BP | BP PLC | $34.17万 | 0.01% | 7,301 | 7,301 | — | $34.17万 | 新建仓 |
| APPF | APPFOLIO INC | $34.17万 | 0.01% | 2,067 | 654 | 46.3% | $10.81万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $34.23万 | 0.01% | 6,745 | 6,745 | — | $34.23万 | 新建仓 |
| SNDK | SANDISK CORP | $34.34万 | 0.01% | 323 | 323 | — | $34.34万 | 新建仓 |
| WFG | WEST FRASER TIMBER LTD | $34.46万 | 0.01% | 5,462 | 5,462 | — | $34.46万 | 新建仓 |
| FXI | ISHARES TR | $34.53万 | 0.01% | 9,501 | 9,501 | — | $34.53万 | 新建仓 |
| SYSB | ISHARES TR | $34.54万 | 0.01% | 3,891 | 954 | 32.5% | $8.47万 | 加仓 |
| REET | ISHARES TR | $34.63万 | 0.01% | 12,909 | 12,909 | — | $34.63万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $34.72万 | 0.01% | 5,045 | 5,045 | — | $34.72万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $34.73万 | 0.01% | 5,245 | 5,245 | — | $34.73万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $34.73万 | 0.01% | 5,241 | 5,241 | — | $34.73万 | 新建仓 |
| IBDX | ISHARES TR | $34.79万 | 0.01% | 13,790 | 13,790 | — | $34.79万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $35.19万 | 0.01% | 410 | 410 | — | $35.19万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $35.20万 | 0.01% | 8,872 | 8,872 | — | $35.20万 | 新建仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $35.26万 | 0.01% | 28,036 | 7,500 | 36.5% | $9.43万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $35.26万 | 0.01% | 3,846 | 3,846 | — | $35.26万 | 新建仓 |
| SDOG | ALPS ETF TR | $35.32万 | 0.01% | 5,349 | 5,349 | — | $35.32万 | 新建仓 |
| DGRW | WISDOMTREE TR | $35.60万 | 0.01% | 3,811 | 3,811 | — | $35.60万 | 新建仓 |
| DCI | DONALDSON INC | $36.01万 | 0.01% | 4,140 | 1,302 | 45.9% | $11.33万 | 加仓 |
| ILF | ISHARES TR | $36.08万 | 0.01% | 10,119 | 10,119 | — | $36.08万 | 新建仓 |
| AME | AMETEK INC | $36.28万 | 0.01% | 1,592 | 584 | 57.9% | $13.31万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $36.31万 | 0.01% | 10,456 | 10,456 | — | $36.31万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $36.49万 | 0.01% | 4,286 | 4,286 | — | $36.49万 | 新建仓 |
| HYDB | ISHARES TR | $36.68万 | 0.01% | 7,815 | 7,815 | — | $36.68万 | 新建仓 |
| IWV | ISHARES TR | $36.85万 | 0.01% | 912 | 912 | — | $36.85万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $37.07万 | 0.01% | 11,301 | 11,301 | — | $37.07万 | 新建仓 |
| ZS | ZSCALER INC | $37.23万 | 0.01% | 2,763 | 2,763 | — | $37.23万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $37.29万 | 0.01% | 1,816 | 1,816 | — | $37.29万 | 新建仓 |
| DTE | DTE ENERGY CO | $37.30万 | 0.01% | 2,537 | 2,537 | — | $37.30万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $37.31万 | 0.01% | 1,032 | 1,032 | — | $37.31万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $37.47万 | 0.01% | 3,366 | 1,875 | 125.8% | $20.87万 | 加仓 |
| ALAB | ASTERA LABS INC | $37.62万 | 0.01% | 1,911 | -74 | -3.7% | -$1.46万 | 减仓 |