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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY | $30.35万 | 0.01% | 3,321 | 922 | 38.4% | $8.43万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $30.37万 | 0.01% | 7,236 | 7,236 | — | $30.37万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $30.38万 | 0.01% | 780 | 53 | 7.3% | $2.06万 | 加仓 |
| VDE | VANGUARD WORLD FD | $30.41万 | 0.01% | 1,848 | 186 | 11.2% | $3.06万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $30.59万 | 0.01% | 8,370 | -939 | -10.1% | -$3.43万 | 减仓 |
| MFC | MANULIFE FINL CORP | $30.59万 | 0.01% | 6,944 | 365 | 5.5% | $1.61万 | 加仓 |
| DINO | HF SINCLAIR CORP | $30.60万 | 0.01% | 3,371 | 3,371 | — | $30.60万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $30.66万 | 0.01% | 3,140 | -1,344 | -30.0% | -$13.12万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.73万 | 0.01% | 1,761 | -2 | -0.1% | -$349 | 减仓 |
| KMT | KENNAMETAL INC | $30.77万 | 0.01% | 8,713 | 216 | 2.5% | $7,629 | 加仓 |
| BILS | SPDR SERIES TRUST | $30.86万 | 0.01% | 3,106 | 3,106 | — | $30.86万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $30.92万 | 0.01% | 2,489 | -53 | -2.1% | -$6,584 | 减仓 |
| SHLD | GLOBAL X FDS | $31.01万 | 0.01% | 4,856 | -3,619 | -42.7% | -$23.11万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.03万 | 0.01% | 1,225 | 99 | 8.8% | $2.51万 | 加仓 |
| EXEL | EXELIXIS INC | $31.07万 | 0.01% | 5,567 | 5,567 | — | $31.07万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $31.13万 | 0.01% | 26,075 | 2,299 | 9.7% | $2.75万 | 加仓 |
| OMC | OMNICOM GROUP INC | $31.15万 | 0.01% | 3,780 | -34 | -0.9% | -$2,802 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $31.19万 | 0.01% | 10,009 | -5,100 | -33.8% | -$15.89万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.19万 | 0.01% | 10,850 | 1,700 | 18.6% | $4.89万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $31.25万 | 0.01% | 1,597 | 38 | 2.4% | $7,437 | 加仓 |
| CMS | CMS ENERGY CORP | $31.30万 | 0.01% | 4,215 | 932 | 28.4% | $6.92万 | 加仓 |
| CTVA | CORTEVA INC | $31.40万 | 0.01% | 3,585 | -143 | -3.8% | -$1.25万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $31.40万 | 0.01% | 5,893 | 209 | 3.7% | $1.11万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $31.43万 | 0.01% | 6,265 | 964 | 18.2% | $4.84万 | 加仓 |
| XEL | XCEL ENERGY INC | $31.48万 | 0.01% | 3,900 | 450 | 13.0% | $3.63万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.49万 | 0.01% | 1,040 | 1,040 | — | $31.49万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $31.73万 | 0.01% | 22,533 | 1,905 | 9.2% | $2.68万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $31.75万 | 0.01% | 4,162 | -3,170 | -43.2% | -$24.18万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $32.01万 | 0.01% | 6,985 | 6,985 | — | $32.01万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $32.10万 | 0.01% | 17,746 | 17,746 | — | $32.10万 | 新建仓 |
| BSVO | EA SERIES TRUST | $32.25万 | 0.01% | 10,972 | 10,972 | — | $32.25万 | 新建仓 |
| EVUS | ISHARES TR | $32.34万 | 0.01% | 9,030 | -550 | -5.7% | -$1.97万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $32.50万 | 0.01% | 4,038 | -351 | -8.0% | -$2.82万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $32.57万 | 0.01% | 6,338 | 6,338 | — | $32.57万 | 新建仓 |
| PCB | PCB BANCORP | $32.59万 | 0.01% | 11,644 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $32.60万 | 0.01% | 774 | -138 | -15.1% | -$5.81万 | 减仓 |
| GAP | GAP INC | $32.94万 | 0.01% | 16,770 | -2,526 | -13.1% | -$4.96万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $32.95万 | 0.01% | 1,256 | -112 | -8.2% | -$2.94万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $33.19万 | 0.01% | 9,700 | 9,700 | — | $33.19万 | 新建仓 |
| SUSA | ISHARES TR | $33.45万 | 0.01% | 2,198 | 2,198 | — | $33.45万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $33.63万 | 0.01% | 10,628 | 1,268 | 13.5% | $4.01万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $33.68万 | 0.01% | 9,467 | 273 | 3.0% | $9,714 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $33.85万 | 0.01% | 30,363 | -965 | -3.1% | -$1.08万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $33.87万 | 0.01% | 4,188 | 4,188 | — | $33.87万 | 新建仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $34.29万 | 0.01% | 28,036 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $34.49万 | 0.01% | 2,509 | -1,712 | -40.6% | -$23.53万 | 减仓 |
| EIX | EDISON INTL | $34.57万 | 0.01% | 4,396 | -5,894 | -57.3% | -$46.35万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $34.74万 | 0.01% | 21,889 | -165,808 | -88.3% | -$263.14万 | 减仓 |
| EBAY | EBAY INC. | $34.93万 | 0.01% | 3,085 | 318 | 11.5% | $3.60万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $34.97万 | 0.01% | 5,006 | 235 | 4.9% | $1.64万 | 加仓 |
| DGRW | WISDOMTREE TR | $35.09万 | 0.01% | 3,670 | -141 | -3.7% | -$1.35万 | 减仓 |
| NOBL | PROSHARES TR | $35.10万 | 0.01% | 6,107 | 6,107 | — | $35.10万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $35.16万 | 0.01% | 4,329 | -109 | -2.5% | -$8,852 | 减仓 |
| MLN | VANECK ETF TRUST | $35.16万 | 0.01% | 20,162 | 2,433 | 13.7% | $4.24万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $35.41万 | 0.01% | 6,986 | 241 | 3.6% | $1.22万 | 加仓 |
| IGF | ISHARES TR | $35.49万 | 0.01% | 5,308 | -12,583 | -70.3% | -$84.14万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $36.06万 | 0.01% | 5,154 | -91 | -1.7% | -$6,366 | 减仓 |
| APPF | APPFOLIO INC | $36.11万 | 0.01% | 2,140 | 73 | 3.5% | $1.23万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $36.24万 | 0.01% | 18,577 | 262 | 1.4% | $5,112 | 加仓 |
| UGI | UGI CORP NEW | $36.30万 | 0.01% | 9,840 | 9,840 | — | $36.30万 | 新建仓 |
| IBDX | ISHARES TR | $36.63万 | 0.01% | 14,736 | 946 | 6.9% | $2.35万 | 加仓 |
| IOO | ISHARES TR | $36.79万 | 0.01% | 2,676 | 349 | 15.0% | $4.80万 | 加仓 |
| ING | ING GROEP N.V. | $36.95万 | 0.01% | 11,032 | 3,197 | 40.8% | $10.71万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $36.95万 | 0.01% | 1,704 | 270 | 18.8% | $5.85万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $36.97万 | 0.01% | 704 | -12 | -1.7% | -$6,302 | 减仓 |
| STVN | STEVANATO GROUP S P A | $37.01万 | 0.01% | 18,690 | 337 | 1.8% | $6,673 | 加仓 |
| ARGT | GLOBAL X FDS | $37.01万 | 0.01% | 3,953 | 3,953 | — | $37.01万 | 新建仓 |
| SUSB | ISHARES TR | $37.04万 | 0.01% | 14,930 | 14,930 | — | $37.04万 | 新建仓 |
| — | GLOBAL X FDS | $37.10万 | 0.01% | 10,580 | -2,796 | -20.9% | -$9.80万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $37.15万 | 0.01% | 22,525 | 3,209 | 16.6% | $5.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $37.27万 | 0.01% | 10,456 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $37.40万 | 0.01% | 2,267 | -5,961 | -72.4% | -$98.34万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $37.55万 | 0.01% | 6,878 | 819 | 13.5% | $4.47万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $37.67万 | 0.01% | 23,858 | 2,826 | 13.4% | $4.46万 | 加仓 |
| TQQQ | PROSHARES TR | $37.84万 | 0.01% | 5,969 | -4,557 | -43.3% | -$28.89万 | 减仓 |
| NCNO | NCINO INC | $37.96万 | 0.01% | 21,507 | -1,594 | -6.9% | -$2.81万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $37.98万 | 0.01% | 11,368 | 67 | 0.6% | $2,238 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $38.08万 | 0.01% | 14,326 | 14,326 | — | $38.08万 | 新建仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $38.08万 | 0.01% | 13,125 | 6,194 | 89.4% | $17.97万 | 加仓 |
| — | GLOBAL X FDS | $38.14万 | 0.01% | 8,547 | 8,547 | — | $38.14万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $38.29万 | 0.01% | 2,731 | 302 | 12.4% | $4.23万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $38.31万 | 0.01% | 7,679 | 2,028 | 35.9% | $10.12万 | 加仓 |
| AIZ | ASSURANT INC | $38.41万 | 0.01% | 1,387 | 1,387 | — | $38.41万 | 新建仓 |
| SDOG | ALPS ETF TR | $38.62万 | 0.01% | 5,349 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $38.63万 | 0.01% | 1,961 | 50 | 2.6% | $9,851 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $38.72万 | 0.01% | 13,146 | -70 | -0.5% | -$2,062 | 减仓 |
| GWW | WW GRAINGER INC | $38.74万 | 0.01% | 277 | -7 | -2.5% | -$9,789 | 减仓 |
| ATI | ATI INC | $38.80万 | 0.01% | 2,014 | 2,014 | — | $38.80万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $38.83万 | 0.01% | 19,153 | 6,794 | 55.0% | $13.78万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $38.85万 | 0.01% | 2,238 | 2,238 | — | $38.85万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $38.94万 | 0.01% | 15,932 | 172 | 1.1% | $4,204 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.95万 | 0.01% | 22,697 | 22,697 | — | $38.95万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $39.00万 | 0.01% | 4,847 | 153 | 3.3% | $1.23万 | 加仓 |
| WELL | WELLTOWER INC | $39.02万 | 0.01% | 1,571 | 407 | 35.0% | $10.11万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $39.16万 | 0.01% | 1,198 | 1,198 | — | $39.16万 | 新建仓 |
| IWS | ISHARES TR | $39.25万 | 0.01% | 2,344 | 364 | 18.4% | $6.10万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $39.34万 | 0.01% | 15,631 | 217 | 1.4% | $5,461 | 加仓 |
| AVTR | AVANTOR INC | $39.36万 | 0.01% | 33,469 | 6,659 | 24.8% | $7.83万 | 加仓 |
| GIS | GENERAL MILLS INC | $39.37万 | 0.01% | 10,754 | -9,238 | -46.2% | -$33.82万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $39.37万 | 0.01% | 8,090 | 0 | 0.0% | — | 不变 |