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 |
|---|---|---|---|---|---|---|---|---|
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $37.73万 | 0.01% | 11,608 | 11,608 | — | $37.73万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $37.75万 | 0.01% | 5,710 | 5,710 | — | $37.75万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $37.76万 | 0.01% | 1,911 | 53 | 2.9% | $1.05万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $37.91万 | 0.01% | 8,687 | 8,687 | — | $37.91万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $38.16万 | 0.01% | 4,438 | 4,438 | — | $38.16万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $38.20万 | 0.01% | 15,760 | 4,172 | 36.0% | $10.11万 | 加仓 |
| OKLO | OKLO INC | $38.24万 | 0.01% | 5,885 | 475 | 8.8% | $3.09万 | 加仓 |
| TRU | TRANSUNION | $38.32万 | 0.01% | 5,438 | 5,438 | — | $38.32万 | 新建仓 |
| NTAP | NETAPP INC | $38.53万 | 0.01% | 3,547 | 3,547 | — | $38.53万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $38.63万 | 0.01% | 4,359 | 4,359 | — | $38.63万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $38.64万 | 0.01% | 8,090 | 8,090 | — | $38.64万 | 新建仓 |
| UBS | UBS GROUP AG | $38.78万 | 0.01% | 9,077 | 9,077 | — | $38.78万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $38.86万 | 0.01% | 2,625 | 2,625 | — | $38.86万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $38.91万 | 0.01% | 1,368 | 1,368 | — | $38.91万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $38.92万 | 0.01% | 4,919 | 1,979 | 67.3% | $15.66万 | 加仓 |
| — | DBX ETF TR | $39.01万 | 0.01% | 8,747 | 8,747 | — | $39.01万 | 新建仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $39.02万 | 0.01% | 15,414 | 15,414 | — | $39.02万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $39.06万 | 0.01% | 1,184 | 444 | 60.0% | $14.65万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $39.30万 | 0.01% | 13,216 | 13,216 | — | $39.30万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $39.50万 | 0.01% | 1,423 | 730 | 105.3% | $20.27万 | 重新持有 |
| AU | ANGLOGOLD ASHANTI PLC | $39.71万 | 0.01% | 4,389 | 4,389 | — | $39.71万 | 新建仓 |
| SHBI | SHORE BANCSHARES INC | $39.75万 | 0.01% | 20,791 | 20,791 | — | $39.75万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $39.92万 | 0.01% | 2,860 | 1,466 | 105.2% | $20.46万 | 加仓 |
| VHT | VANGUARD WORLD FD | $39.96万 | 0.01% | 1,498 | 153 | 11.4% | $4.08万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.11万 | 0.01% | 9,225 | 9,225 | — | $40.11万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $40.13万 | 0.01% | 14,648 | 6,206 | 73.5% | $17.00万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $40.16万 | 0.01% | 7,341 | 7,341 | — | $40.16万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $40.31万 | 0.01% | 9,026 | 9,026 | — | $40.31万 | 新建仓 |
| NCNO | NCINO INC | $40.33万 | 0.01% | 23,101 | 4,621 | 25.0% | $8.07万 | 加仓 |
| PINS | PINTEREST INC | $40.55万 | 0.01% | 20,551 | 20,551 | — | $40.55万 | 新建仓 |
| OC | OWENS CORNING NEW | $40.89万 | 0.01% | 3,374 | 765 | 29.3% | $9.27万 | 加仓 |
| EQIX | EQUINIX INC | $41.15万 | 0.01% | 378 | 378 | — | $41.15万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $41.39万 | 0.01% | 17,109 | 17,109 | — | $41.39万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $41.49万 | 0.01% | 1,819 | 80 | 4.6% | $1.82万 | 加仓 |
| DHR | DANAHER CORP DEL | $41.50万 | 0.01% | 2,321 | 647 | 38.6% | $11.57万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $41.67万 | 0.01% | 4,351 | 4,351 | — | $41.67万 | 新建仓 |
| SRE | SEMPRA | $41.84万 | 0.01% | 4,516 | 4,516 | — | $41.84万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $42.45万 | 0.01% | 4,484 | 4,484 | — | $42.45万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $42.76万 | 0.01% | 15,005 | 15,005 | — | $42.76万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $42.83万 | 0.01% | 7,396 | 7,396 | — | $42.83万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $43.05万 | 0.01% | 5,347 | 5,347 | — | $43.05万 | 新建仓 |
| YUM | YUM BRANDS INC | $43.09万 | 0.01% | 2,696 | 2,696 | — | $43.09万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $44.06万 | 0.01% | 3,032 | 782 | 34.8% | $11.36万 | 加仓 |
| STIP | ISHARES TR | $44.10万 | 0.01% | 4,240 | -51 | -1.2% | -$5,305 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $44.14万 | 0.01% | 8,283 | 8,283 | — | $44.14万 | 新建仓 |
| PWR | QUANTA SVCS INC | $44.51万 | 0.01% | 708 | 708 | — | $44.51万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $44.58万 | 0.01% | 13,751 | 13,751 | — | $44.58万 | 新建仓 |
| TCHP | T ROWE PRICE ETF INC | $44.90万 | 0.01% | 8,985 | 0 | 0.0% | — | 不变 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $44.97万 | 0.01% | 10,466 | 10,466 | — | $44.97万 | 新建仓 |
| IJT | ISHARES TR | $45.11万 | 0.01% | 2,859 | -67 | -2.3% | -$1.06万 | 减仓 |
| NWG | NATWEST GROUP PLC | $45.16万 | 0.01% | 29,438 | 19,328 | 191.2% | $29.65万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $45.21万 | 0.01% | 32,270 | 32,270 | — | $45.21万 | 新建仓 |
| — | ALPS ETF TR | $45.45万 | 0.01% | 10,756 | 10,756 | — | $45.45万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $45.56万 | 0.01% | 9,426 | 150 | 1.6% | $7,250 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $45.64万 | 0.01% | 17,822 | 9,779 | 121.6% | $25.04万 | 加仓 |
| GSK | GSK PLC | $45.65万 | 0.01% | 8,881 | 8,881 | — | $45.65万 | 新建仓 |
| — | GLOBAL X FDS | $45.85万 | 0.01% | 13,376 | 13,376 | — | $45.85万 | 新建仓 |
| OPFI | OPPFI INC | $45.99万 | 0.01% | 50,040 | 50,040 | — | $45.99万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $46.42万 | 0.01% | 1,304 | 1,304 | — | $46.42万 | 新建仓 |
| COWG | PACER FDS TR | $46.46万 | 0.01% | 12,970 | 12,970 | — | $46.46万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $46.51万 | 0.01% | 38,375 | 20,367 | 113.1% | $24.68万 | 加仓 |
| GAP | GAP INC | $46.81万 | 0.01% | 19,296 | 19,296 | — | $46.81万 | 新建仓 |
| BN | BROOKFIELD CORP | $47.14万 | 0.01% | 10,921 | 5,071 | 86.7% | $21.89万 | 加仓 |
| TKR | TIMKEN CO | $47.46万 | 0.01% | 4,455 | 1,177 | 35.9% | $12.54万 | 加仓 |
| KT | KT CORP | $47.74万 | 0.01% | 22,594 | -38,447 | -63.0% | -$81.24万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $47.86万 | 0.01% | 4,588 | 4,588 | — | $47.86万 | 新建仓 |
| GNL | GLOBAL NET LEASE INC | $48.21万 | 0.01% | 51,291 | 51,291 | — | $48.21万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $48.28万 | 0.01% | 3,716 | 3,716 | — | $48.28万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $48.35万 | 0.01% | 50,047 | 50,047 | — | $48.35万 | 新建仓 |
| USHY | ISHARES TR | $48.52万 | 0.01% | 13,079 | 7,348 | 128.2% | $27.26万 | 加仓 |
| SAN | BANCO SANTANDER SA | $48.71万 | 0.01% | 40,661 | 28,292 | 228.7% | $33.89万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $48.76万 | 0.01% | 5,645 | 5,645 | — | $48.76万 | 新建仓 |
| ROL | ROLLINS INC | $48.85万 | 0.01% | 8,829 | 8,829 | — | $48.85万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $49.26万 | 0.01% | 4,525 | 4,525 | — | $49.26万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $49.27万 | 0.01% | 2,336 | 2,336 | — | $49.27万 | 新建仓 |
| XME | SPDR SERIES TRUST | $49.60万 | 0.01% | 4,328 | 4,328 | — | $49.60万 | 新建仓 |
| TGT | TARGET CORP | $50.17万 | 0.01% | 3,924 | 3,924 | — | $50.17万 | 新建仓 |
| IDV | ISHARES TR | $50.38万 | 0.01% | 11,575 | 11,575 | — | $50.38万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $50.54万 | 0.01% | 4,794 | 4,794 | — | $50.54万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $50.67万 | 0.01% | 5,080 | 1,388 | 37.6% | $13.85万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $50.70万 | 0.01% | 37,978 | 37,978 | — | $50.70万 | 新建仓 |
| QXO | QXO INC | $50.81万 | 0.01% | 25,909 | 10,302 | 66.0% | $20.20万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $51.21万 | 0.01% | 3,497 | 3,497 | — | $51.21万 | 新建仓 |
| TRGP | TARGA RES CORP | $51.28万 | 0.01% | 2,050 | 2,050 | — | $51.28万 | 新建仓 |
| ECL | ECOLAB INC | $51.34万 | 0.01% | 2,001 | 2,001 | — | $51.34万 | 新建仓 |
| SMMD | ISHARES TR | $51.42万 | 0.01% | 6,193 | -8,687 | -58.4% | -$72.12万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $51.45万 | 0.01% | 6,935 | 6,935 | — | $51.45万 | 新建仓 |
| WY | WEYERHAEUSER CO | $51.59万 | 0.01% | 21,275 | 21,275 | — | $51.59万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $51.63万 | 0.01% | 2,515 | 2,515 | — | $51.63万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $51.92万 | 0.01% | 2,580 | 2,580 | — | $51.92万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $51.93万 | 0.01% | 4,301 | 4,301 | — | $51.93万 | 新建仓 |
| COHR | COHERENT CORP | $52.09万 | 0.01% | 1,708 | 1,708 | — | $52.09万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $52.14万 | 0.01% | 7,332 | 7,332 | — | $52.14万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $52.24万 | 0.01% | 6,680 | 1,114 | 20.0% | $8.71万 | 加仓 |
| HLF | HERBALIFE LTD | $52.82万 | 0.01% | 33,056 | -70,293 | -68.0% | -$112.33万 | 减仓 |
| VLO | VALERO ENERGY CORP | $53.03万 | 0.01% | 2,110 | 2,110 | — | $53.03万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.04万 | 0.01% | 3,396 | 1,791 | 111.6% | $27.97万 | 加仓 |
| EMB | ISHARES TR | $53.18万 | 0.01% | 5,569 | -8,325 | -59.9% | -$79.50万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.31万 | 0.01% | 1,843 | 1,843 | — | $53.31万 | 新建仓 |
| RELX | RELX PLC | $53.40万 | 0.01% | 14,917 | -9,614 | -39.2% | -$34.42万 | 减仓 |