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 |
|---|---|---|---|---|---|---|---|---|
| EWBC | EAST WEST BANCORP INC | $22.95万 | 0.00% | 1,767 | -49 | -2.7% | -$6,363 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $23.08万 | 0.00% | 6,097 | 6,097 | — | $23.08万 | 新建仓 |
| ILCV | ISHARES TR | $23.10万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $23.17万 | 0.00% | 6,566 | -2,935 | -30.9% | -$10.36万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $23.20万 | 0.00% | 2,742 | 2,742 | — | $23.20万 | 新建仓 |
| DXJ | WISDOMTREE TR | $23.22万 | 0.00% | 1,308 | -33 | -2.5% | -$5,857 | 减仓 |
| ADSK | AUTODESK INC | $23.28万 | 0.00% | 1,030 | -4,151 | -80.1% | -$93.81万 | 减仓 |
| GMED | GLOBUS MED INC | $23.29万 | 0.00% | 2,976 | 366 | 14.0% | $2.86万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $23.41万 | 0.00% | 1,798 | 1,798 | — | $23.41万 | 新建仓 |
| — | IDEAL PWR INC | $23.53万 | 0.00% | 59,877 | 59,877 | — | $23.53万 | 新建仓 |
| — | TRAEGER INC | $23.57万 | 0.00% | 3,851 | 3,851 | — | $23.57万 | 新建仓 |
| SHV | ISHARES TR | $23.93万 | 0.00% | 2,170 | -369 | -14.5% | -$4.07万 | 减仓 |
| FROG | JFROG LTD | $24.03万 | 0.00% | 2,958 | 2,958 | — | $24.03万 | 新建仓 |
| IGLB | ISHARES TR | $24.10万 | 0.00% | 4,990 | -81 | -1.6% | -$3,912 | 减仓 |
| AOM | ISHARES TR | $24.21万 | 0.00% | 4,945 | -414 | -7.7% | -$2.03万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $24.32万 | 0.00% | 4,977 | -1,149 | -18.8% | -$5.61万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $24.40万 | 0.00% | 2,644 | 314 | 13.5% | $2.90万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $24.44万 | 0.00% | 6,697 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $24.45万 | 0.00% | 10,069 | 1,174 | 13.2% | $2.85万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $24.53万 | 0.00% | 1,903 | 1,903 | — | $24.53万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $24.54万 | 0.00% | 840 | -192 | -18.6% | -$5.61万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $24.54万 | 0.00% | 7,478 | 7,478 | — | $24.54万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $24.55万 | 0.00% | 961 | 961 | — | $24.55万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $24.55万 | 0.00% | 742 | 67 | 9.9% | $2.22万 | 加仓 |
| USD | PROSHARES TR | $24.63万 | 0.00% | 3,071 | -157 | -4.9% | -$1.26万 | 减仓 |
| MDB | MONGODB INC | $24.65万 | 0.00% | 796 | 13 | 1.7% | $4,026 | 加仓 |
| DDOG | DATADOG INC | $24.67万 | 0.00% | 980 | 980 | — | $24.67万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $24.69万 | 0.00% | 4,818 | 4,818 | — | $24.69万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $24.71万 | 0.00% | 13,494 | -15,944 | -54.2% | -$29.19万 | 减仓 |
| AEG | AEGON LTD | $24.74万 | 0.00% | 27,006 | -157,663 | -85.4% | -$144.42万 | 减仓 |
| EWJ | ISHARES INC | $24.80万 | 0.00% | 2,710 | 2,710 | — | $24.80万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $24.91万 | 0.00% | 1,473 | 1,473 | — | $24.91万 | 新建仓 |
| AZO | AUTOZONE INC | $24.91万 | 0.00% | 81 | 81 | — | $24.91万 | 新建仓 |
| NXT | NEXTPOWER INC | $24.95万 | 0.00% | 2,405 | -36 | -1.5% | -$3,734 | 减仓 |
| SF | STIFEL FINL CORP | $24.96万 | 0.00% | 3,030 | -119 | -3.8% | -$9,802 | 减仓 |
| PCAR | PACCAR INC | $25.02万 | 0.00% | 1,875 | -508 | -21.3% | -$6.78万 | 减仓 |
| XAR | SPDR SERIES TRUST | $25.03万 | 0.00% | 916 | 9 | 1.0% | $2,459 | 加仓 |
| RMOP | TIDAL TRUST III | $25.05万 | 0.00% | 9,942 | -630 | -6.0% | -$1.59万 | 减仓 |
| DLN | WISDOMTREE TR | $25.13万 | 0.00% | 2,552 | 2,552 | — | $25.13万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $25.20万 | 0.00% | 1,784 | -63 | -3.4% | -$8,898 | 减仓 |
| LII | LENNOX INTL INC | $25.31万 | 0.00% | 462 | 2 | 0.4% | $1,096 | 加仓 |
| HAS | HASBRO INC | $25.39万 | 0.00% | 2,802 | 111 | 4.1% | $1.01万 | 加仓 |
| HYD | VANECK ETF TRUST | $25.57万 | 0.00% | 5,072 | 5,072 | — | $25.57万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $25.76万 | 0.00% | 536 | -83 | -13.4% | -$3.99万 | 减仓 |
| FLEX | FLEX LTD | $25.88万 | 0.00% | 2,230 | 2,230 | — | $25.88万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $25.95万 | 0.00% | 11,031 | 1,671 | 17.9% | $3.93万 | 加仓 |
| MOG/A | MOOG INC | $26.05万 | 0.00% | 624 | 624 | — | $26.05万 | 新建仓 |
| SUI | SUN CMNTYS INC | $26.19万 | 0.00% | 2,157 | 2,157 | — | $26.19万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $26.20万 | 0.00% | 1,389 | 1,389 | — | $26.20万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $26.20万 | 0.00% | 3,489 | 657 | 23.2% | $4.93万 | 加仓 |
| PFFV | GLOBAL X FDS | $26.28万 | 0.00% | 11,928 | 20 | 0.2% | $441 | 加仓 |
| SNA | SNAP ON INC | $26.47万 | 0.00% | 650 | -91 | -12.3% | -$3.71万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $26.50万 | 0.00% | 4,364 | 1,394 | 46.9% | $8.46万 | 加仓 |
| IBDV | ISHARES TR | $26.80万 | 0.00% | 12,409 | 1,553 | 14.3% | $3.35万 | 加仓 |
| XYZ | BLOCK INC | $26.89万 | 0.00% | 3,310 | 3,310 | — | $26.89万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $26.96万 | 0.00% | 2,110 | 2,110 | — | $26.96万 | 新建仓 |
| IX | ORIX CORP | $26.98万 | 0.00% | 6,709 | 6,709 | — | $26.98万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $27.11万 | 0.00% | 3,957 | 1 | 0.0% | $69 | 加仓 |
| UMI | USCF ETF TR | $27.12万 | 0.00% | 4,508 | 21 | 0.5% | $1,263 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $27.24万 | 0.00% | 2,177 | 2,177 | — | $27.24万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $27.27万 | 0.00% | 9,330 | 9,330 | — | $27.27万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $27.39万 | 0.00% | 6,316 | 1,300 | 25.9% | $5.64万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $27.41万 | 0.00% | 10,663 | -1,867 | -14.9% | -$4.80万 | 减仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $27.43万 | 0.00% | 10,820 | 422 | 4.1% | $1.07万 | 加仓 |
| DMXF | ISHARES TR | $27.51万 | 0.00% | 3,311 | 570 | 20.8% | $4.74万 | 加仓 |
| VIS | VANGUARD WORLD FD | $27.52万 | 0.00% | 783 | 783 | — | $27.52万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $27.67万 | 0.00% | 5,491 | -26,075 | -82.6% | -$131.41万 | 减仓 |
| SCZ | ISHARES TR | $27.67万 | 0.00% | 3,323 | 10 | 0.3% | $833 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $27.69万 | 0.00% | 2,852 | -994 | -25.8% | -$9.65万 | 减仓 |
| DEM | WISDOMTREE TR | $27.74万 | 0.00% | 5,203 | 5,203 | — | $27.74万 | 新建仓 |
| SITM | SITIME CORP | $27.76万 | 0.00% | 531 | 531 | — | $27.76万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $27.82万 | 0.00% | 5,466 | -306 | -5.3% | -$1.56万 | 减仓 |
| NDSN | NORDSON CORP | $28.17万 | 0.00% | 947 | -66 | -6.5% | -$1.96万 | 减仓 |
| KKR | KKR & CO INC | $28.22万 | 0.00% | 2,777 | -595 | -17.6% | -$6.05万 | 减仓 |
| FAST | FASTENAL CO | $28.23万 | 0.00% | 5,926 | -672 | -10.2% | -$3.20万 | 减仓 |
| P | EVERPURE INC | $28.27万 | 0.00% | 3,810 | -21 | -0.5% | -$1,558 | 减仓 |
| KVUE | KENVUE INC | $28.44万 | 0.00% | 14,598 | -41,462 | -74.0% | -$80.77万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $28.54万 | 0.00% | 7,388 | 48 | 0.7% | $1,854 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $28.60万 | 0.00% | 2,553 | 195 | 8.3% | $2.18万 | 加仓 |
| CG | CARLYLE GROUP INC | $28.77万 | 0.00% | 6,216 | 1,598 | 34.6% | $7.40万 | 加仓 |
| TTAN | SERVICETITAN INC | $28.79万 | 0.00% | 3,843 | 200 | 5.5% | $1.50万 | 加仓 |
| GM | GENERAL MTRS CO | $28.81万 | 0.00% | 3,310 | 3,310 | — | $28.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.12万 | 0.00% | 9,720 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $29.14万 | 0.00% | 12,189 | -9,086 | -42.7% | -$21.72万 | 减仓 |
| TFC | TRUIST FINL CORP | $29.15万 | 0.00% | 5,593 | 181 | 3.3% | $9,434 | 加仓 |
| NULG | NUSHARES ETF TR | $29.16万 | 0.00% | 2,617 | -249 | -8.7% | -$2.77万 | 减仓 |
| RACE | FERRARI N V | $29.30万 | 0.00% | 771 | -3,105 | -80.1% | -$118.01万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $29.44万 | 0.00% | 4,402 | -3 | -0.1% | -$201 | 减仓 |
| MLRG | ISHARES TR | $29.48万 | 0.00% | 2,880 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $29.53万 | 0.00% | 891 | 58 | 7.0% | $1.92万 | 加仓 |
| EMB | ISHARES TR | $29.62万 | 0.00% | 3,120 | -2,449 | -44.0% | -$23.25万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $29.63万 | 0.00% | 8,256 | -1,045 | -11.2% | -$3.75万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $29.72万 | 0.00% | 6,704 | 0 | 0.0% | — | 不变 |
| WFG | WEST FRASER TIMBER CO LTD | $29.76万 | 0.00% | 4,490 | -972 | -17.8% | -$6.44万 | 减仓 |
| MAS | MASCO CORP | $29.82万 | 0.00% | 3,674 | 232 | 6.7% | $1.88万 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $29.87万 | 0.00% | 12,017 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $29.96万 | 0.00% | 2,393 | -9,805 | -80.4% | -$122.77万 | 减仓 |
| CPRT | COPART INC | $30.15万 | 0.01% | 10,120 | -30,593 | -75.1% | -$91.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.26万 | 0.01% | 7,731 | 0 | 0.0% | — | 不变 |
| TLTW | ISHARES TR | $30.32万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |