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
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AAPL 加仓+$8,175.62万
BKLN 加仓+$7,642.36万
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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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $53.60万 | 0.01% | 3,792 | 1,392 | 58.0% | $19.68万 | 加仓 |
| DUOL | DUOLINGO INC | $53.87万 | 0.01% | 5,044 | 1,905 | 60.7% | $20.35万 | 加仓 |
| LDUR | PIMCO ETF TR | $54.71万 | 0.01% | 5,716 | 5,716 | — | $54.71万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $54.89万 | 0.01% | 45,030 | -1,191 | -2.6% | -$1.45万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $54.99万 | 0.01% | 2,711 | 1,514 | 126.5% | $30.71万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $55.06万 | 0.01% | 14,794 | 681 | 4.8% | $2.53万 | 加仓 |
| IWO | ISHARES TR | $55.30万 | 0.01% | 1,574 | 81 | 5.4% | $2.85万 | 加仓 |
| EFA | ISHARES TR | $55.43万 | 0.01% | 5,547 | 5,547 | — | $55.43万 | 新建仓 |
| DVY | ISHARES TR | $55.76万 | 0.01% | 3,644 | 3,644 | — | $55.76万 | 新建仓 |
| USRT | ISHARES TR | $56.02万 | 0.01% | 8,803 | 3,605 | 69.4% | $22.94万 | 加仓 |
| PFF | ISHARES TR | $56.18万 | 0.01% | 18,023 | 966 | 5.7% | $3.01万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $56.26万 | 0.01% | 8,909 | 8,909 | — | $56.26万 | 新建仓 |
| IWP | ISHARES TR | $56.32万 | 0.01% | 4,221 | 4,221 | — | $56.32万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $56.33万 | 0.01% | 4,046 | 833 | 25.9% | $11.60万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $56.39万 | 0.01% | 9,776 | 9,776 | — | $56.39万 | 新建仓 |
| MINT | PIMCO ETF TR | $56.41万 | 0.01% | 5,601 | 5,601 | — | $56.41万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $56.41万 | 0.01% | 14,002 | -6,129 | -30.4% | -$24.69万 | 减仓 |
| SHLD | GLOBAL X FDS | $56.44万 | 0.01% | 8,475 | -364 | -4.1% | -$2.42万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $56.59万 | 0.01% | 2,950 | 2,950 | — | $56.59万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $56.62万 | 0.01% | 7,352 | 4,072 | 124.1% | $31.36万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $56.65万 | 0.01% | 2,883 | 2,883 | — | $56.65万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $56.72万 | 0.01% | 16,605 | 16,605 | — | $56.72万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $56.75万 | 0.01% | 21,709 | 21,709 | — | $56.75万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $56.89万 | 0.01% | 1,696 | 1,696 | — | $56.89万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $57.00万 | 0.01% | 4,944 | 4,944 | — | $57.00万 | 新建仓 |
| MPLX | MPLX LP | $57.44万 | 0.01% | 10,345 | 10,345 | — | $57.44万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $57.87万 | 0.01% | 15,109 | -4,900 | -24.5% | -$18.77万 | 减仓 |
| ICF | ISHARES TR | $57.91万 | 0.01% | 8,682 | -210 | -2.4% | -$1.40万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $58.09万 | 0.01% | 17,623 | 17,623 | — | $58.09万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $58.30万 | 0.01% | 4,418 | 4,418 | — | $58.30万 | 新建仓 |
| GRMN | GARMIN LTD | $58.40万 | 0.01% | 2,308 | 2,308 | — | $58.40万 | 新建仓 |
| TFLO | ISHARES TR | $58.41万 | 0.01% | 11,537 | 11,537 | — | $58.41万 | 新建仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $58.74万 | 0.01% | 13,447 | 3,937 | 41.4% | $17.20万 | 加仓 |
| MCO | MOODYS CORP | $58.82万 | 0.01% | 1,278 | 303 | 31.1% | $13.95万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $58.87万 | 0.01% | 11,920 | 11,920 | — | $58.87万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $58.89万 | 0.01% | 4,861 | 4,861 | — | $58.89万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $58.93万 | 0.01% | 4,267 | 4,267 | — | $58.93万 | 新建仓 |
| GQRE | FLEXSHARES TR | $58.93万 | 0.01% | 9,258 | 9,258 | — | $58.93万 | 新建仓 |
| CBRE | CBRE GROUP INC | $59.51万 | 0.01% | 4,176 | 4,176 | — | $59.51万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $59.84万 | 0.01% | 2,858 | 2,858 | — | $59.84万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $59.92万 | 0.01% | 12,212 | 12,212 | — | $59.92万 | 新建仓 |
| AFL | AFLAC INC | $59.93万 | 0.01% | 5,157 | 1,721 | 50.1% | $20.00万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $60.56万 | 0.01% | 14,900 | 14,900 | — | $60.56万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $61.00万 | 0.01% | 5,327 | 5,327 | — | $61.00万 | 新建仓 |
| EPAM | EPAM SYS INC | $61.22万 | 0.01% | 5,422 | 2,164 | 66.4% | $24.43万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $61.40万 | 0.01% | 3,409 | 806 | 31.0% | $14.52万 | 加仓 |
| ICSH | ISHARES TR | $61.62万 | 0.01% | 12,170 | 12,170 | — | $61.62万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $62.06万 | 0.01% | 3,795 | 2,388 | 169.7% | $39.05万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $62.30万 | 0.01% | 8,020 | 8,020 | — | $62.30万 | 新建仓 |
| NLR | VANECK ETF TRUST | $62.47万 | 0.01% | 4,541 | 4,541 | — | $62.47万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $63.43万 | 0.01% | 8,996 | 8,996 | — | $63.43万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $63.46万 | 0.01% | 2,389 | 1,241 | 108.1% | $32.97万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $63.52万 | 0.01% | 19,119 | 19,119 | — | $63.52万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $63.69万 | 0.01% | 12,504 | -46,665 | -78.9% | -$237.71万 | 减仓 |
| RIO | RIO TINTO PLC | $63.95万 | 0.01% | 6,628 | 6,628 | — | $63.95万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $64.33万 | 0.01% | 2,452 | 532 | 27.7% | $13.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC 看跌期权 | $64.38万 | 0.01% | 150,000 | 150,000 | — | $64.38万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $64.53万 | 0.01% | 37,084 | 37,084 | — | $64.53万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $64.76万 | 0.01% | 7,254 | 4,449 | 158.6% | $39.72万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $64.85万 | 0.01% | 2,183 | 2,183 | — | $64.85万 | 新建仓 |
| TQQQ | PROSHARES TR | $65.11万 | 0.01% | 10,526 | 10,526 | — | $65.11万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $65.24万 | 0.01% | 3,839 | 3,839 | — | $65.24万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $66.25万 | 0.01% | 58,420 | 58,420 | — | $66.25万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $66.31万 | 0.01% | 18,501 | 498 | 2.8% | $1.78万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $66.59万 | 0.01% | 11,895 | 5,703 | 92.1% | $31.93万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.64万 | 0.01% | 11,408 | 524 | 4.8% | $3.06万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $66.80万 | 0.01% | 41,591 | 41,591 | — | $66.80万 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $66.81万 | 0.01% | 13,501 | -9 | -0.1% | -$445 | 减仓 |
| CSGP | COSTAR GROUP INC | $66.83万 | 0.01% | 19,576 | 14,789 | 308.9% | $50.49万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $67.64万 | 0.01% | 3,093 | 3,093 | — | $67.64万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $67.95万 | 0.01% | 14,172 | 14,172 | — | $67.95万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $68.07万 | 0.01% | 19,542 | 19,542 | — | $68.07万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $68.10万 | 0.01% | 2,879 | 2,879 | — | $68.10万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $68.32万 | 0.01% | 12,927 | 12,927 | — | $68.32万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $68.69万 | 0.01% | 10,945 | 4,582 | 72.0% | $28.76万 | 加仓 |
| GIS | GENERAL MILLS INC | $68.91万 | 0.01% | 19,992 | 8,406 | 72.6% | $28.98万 | 加仓 |
| LKQ | LKQ CORP | $68.99万 | 0.01% | 22,501 | 5,641 | 33.5% | $17.29万 | 加仓 |
| USXF | ISHARES TR | $69.10万 | 0.01% | 11,008 | 3,339 | 43.5% | $20.96万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $69.22万 | 0.01% | 5,924 | 5,924 | — | $69.22万 | 新建仓 |
| EDGU | ADVISORS INNER CIRCLE FD II | $69.43万 | 0.01% | 23,329 | 4,071 | 21.1% | $12.12万 | 加仓 |
| SPSC | SPS COMM INC | $69.44万 | 0.01% | 12,585 | 4,309 | 52.1% | $23.78万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $69.90万 | 0.01% | 9,232 | 2,178 | 30.9% | $16.49万 | 加仓 |
| EIX | EDISON INTL | $69.91万 | 0.01% | 10,290 | 10,290 | — | $69.91万 | 新建仓 |
| NKE | NIKE INC | $70.08万 | 0.01% | 15,787 | 15,787 | — | $70.08万 | 新建仓 |
| BSY | BENTLEY SYS INC | $70.13万 | 0.01% | 21,356 | 6,531 | 44.1% | $21.45万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $70.53万 | 0.01% | 2,815 | 2,815 | — | $70.53万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $70.56万 | 0.01% | 26,300 | 1,993 | 8.2% | $5.35万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $70.65万 | 0.01% | 19,363 | 19,363 | — | $70.65万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $71.68万 | 0.01% | 17,912 | 17,912 | — | $71.68万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $72.08万 | 0.01% | 25,415 | 3,375 | 15.3% | $9.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $72.17万 | 0.01% | 18,523 | 18,523 | — | $72.17万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $72.31万 | 0.01% | 60,259 | 60,259 | — | $72.31万 | 新建仓 |
| CNC | CENTENE CORP DEL | $72.41万 | 0.01% | 13,415 | 4,329 | 47.6% | $23.37万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $72.44万 | 0.01% | 3,826 | 3,826 | — | $72.44万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $72.78万 | 0.01% | 12,735 | 6,262 | 96.7% | $35.79万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $72.95万 | 0.01% | 38,516 | 38,516 | — | $72.95万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $73.48万 | 0.01% | 2,064 | 798 | 63.0% | $28.41万 | 加仓 |
| VOX | VANGUARD WORLD FD | $74.19万 | 0.01% | 3,812 | 1,066 | 38.8% | $20.75万 | 加仓 |
| EVR | EVERCORE INC | $74.24万 | 0.01% | 2,290 | 642 | 39.0% | $20.81万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $74.53万 | 0.01% | 10,558 | 10,558 | — | $74.53万 | 新建仓 |