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 |
|---|---|---|---|---|---|---|---|---|
| — | DBX ETF TR | $39.41万 | 0.01% | 8,970 | 223 | 2.5% | $9,799 | 加仓 |
| YUM | YUM BRANDS INC | $39.55万 | 0.01% | 2,676 | -20 | -0.7% | -$2,956 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $40.07万 | 0.01% | 2,133 | 2,133 | — | $40.07万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $40.15万 | 0.01% | 21,547 | 21,547 | — | $40.15万 | 新建仓 |
| SLQD | ISHARES TR | $40.15万 | 0.01% | 8,013 | 8,013 | — | $40.15万 | 新建仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $40.18万 | 0.01% | 10,478 | 3,887 | 59.0% | $14.91万 | 加仓 |
| SYSB | ISHARES TR | $40.26万 | 0.01% | 4,606 | 715 | 18.4% | $6.25万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $40.36万 | 0.01% | 8,820 | 133 | 1.5% | $6,086 | 加仓 |
| MANU | MANCHESTER UTD PLC NEW | $40.37万 | 0.01% | 17,560 | 17,560 | — | $40.37万 | 新建仓 |
| MSTR | STRATEGY INC | $40.40万 | 0.01% | 4,095 | 2,137 | 109.1% | $21.08万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $40.41万 | 0.01% | 1,451 | -1,364 | -48.5% | -$37.98万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $40.56万 | 0.01% | 1,707 | 528 | 44.8% | $12.54万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $40.56万 | 0.01% | 20,252 | 20,252 | — | $40.56万 | 新建仓 |
| DVY | ISHARES TR | $40.58万 | 0.01% | 2,486 | -1,158 | -31.8% | -$18.90万 | 减仓 |
| SNY | SANOFI SA | $40.85万 | 0.01% | 9,285 | 2,148 | 30.1% | $9.45万 | 加仓 |
| ZS | ZSCALER INC | $41.00万 | 0.01% | 2,783 | 20 | 0.7% | $2,946 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.08万 | 0.01% | 9,225 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $41.17万 | 0.01% | 10,606 | 1,734 | 19.5% | $6.73万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.41万 | 0.01% | 5,049 | 130 | 2.6% | $1.07万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $41.44万 | 0.01% | 9,026 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $41.86万 | 0.01% | 1,543 | -165 | -9.7% | -$4.48万 | 减仓 |
| QXO | QXO INC | $41.87万 | 0.01% | 29,632 | 3,723 | 14.4% | $5.26万 | 加仓 |
| DHR | DANAHER CORP DEL | $41.87万 | 0.01% | 2,131 | -190 | -8.2% | -$3.73万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $41.89万 | 0.01% | 5,044 | 1,134 | 29.0% | $9.42万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $41.90万 | 0.01% | 2,637 | 12 | 0.5% | $1,907 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $41.91万 | 0.01% | 2,140 | 324 | 17.8% | $6.34万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $42.29万 | 0.01% | 12,321 | 713 | 6.1% | $2.45万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $42.35万 | 0.01% | 1,437 | 14 | 1.0% | $4,126 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.49万 | 0.01% | 3,158 | -1,260 | -28.5% | -$16.95万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $42.54万 | 0.01% | 8,880 | -105 | -1.2% | -$5,030 | 减仓 |
| SPTI | SPDR SERIES TRUST | $42.69万 | 0.01% | 15,187 | 182 | 1.2% | $5,116 | 加仓 |
| BALL | BALL CORP | $42.73万 | 0.01% | 6,607 | 6,607 | — | $42.73万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $42.76万 | 0.01% | 10,025 | -975 | -8.9% | -$4.16万 | 减仓 |
| TOL | TOLL BROTHERS INC | $42.90万 | 0.01% | 2,841 | -19 | -0.7% | -$2,869 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $43.15万 | 0.01% | 16,890 | -932 | -5.2% | -$2.38万 | 减仓 |
| — | NEOS ETF TRUST | $43.40万 | 0.01% | 7,965 | 7,965 | — | $43.40万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $43.83万 | 0.01% | 130,100 | 130,000 | 130,000.0% | $43.80万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $43.93万 | 0.01% | 4,080 | -864 | -17.5% | -$9.30万 | 减仓 |
| DAL | DELTA AIR LINES INC | $44.13万 | 0.01% | 5,092 | -149 | -2.8% | -$1.29万 | 减仓 |
| IJT | ISHARES TR | $44.13万 | 0.01% | 2,557 | -302 | -10.6% | -$5.21万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.21万 | 0.01% | 2,506 | 909 | 56.9% | $16.04万 | 加仓 |
| — | VANECK ETF TRUST | $44.37万 | 0.01% | 9,607 | 9,607 | — | $44.37万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $44.48万 | 0.01% | 1,230 | -5,162 | -80.8% | -$186.67万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $44.57万 | 0.01% | 3,232 | -134 | -4.0% | -$1.85万 | 减仓 |
| REET | ISHARES TR | $44.64万 | 0.01% | 15,505 | 2,596 | 20.1% | $7.47万 | 加仓 |
| ILCG | ISHARES TR | $44.80万 | 0.01% | 4,037 | 1,672 | 70.7% | $18.55万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $44.81万 | 0.01% | 3,897 | -8,315 | -68.1% | -$95.62万 | 减仓 |
| ATRC | ATRICURE INC | $44.82万 | 0.01% | 11,993 | 362 | 3.1% | $1.35万 | 加仓 |
| RELX | RELX PLC | $44.87万 | 0.01% | 12,585 | -2,332 | -15.6% | -$8.31万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $45.09万 | 0.01% | 7,360 | -36 | -0.5% | -$2,205 | 减仓 |
| ROL | ROLLINS INC | $45.18万 | 0.01% | 11,564 | 2,735 | 31.0% | $10.69万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $45.68万 | 0.01% | 8,283 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $45.70万 | 0.01% | 5,144 | 858 | 20.0% | $7.62万 | 加仓 |
| BIDD | BLACKROCK ETF TRUST | $45.73万 | 0.01% | 15,507 | -23,211 | -59.9% | -$68.45万 | 减仓 |
| DCI | DONALDSON INC | $45.88万 | 0.01% | 4,923 | 783 | 18.9% | $7.30万 | 加仓 |
| CWB | SPDR SERIES TRUST | $46.03万 | 0.01% | 4,542 | -538 | -10.6% | -$5.45万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $46.07万 | 0.01% | 51,667 | 376 | 0.7% | $3,353 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $46.09万 | 0.01% | 10,466 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $46.39万 | 0.01% | 6,748 | 6,748 | — | $46.39万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46.39万 | 0.01% | 1,479 | -217 | -12.8% | -$6.81万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $46.59万 | 0.01% | 42,242 | 3,867 | 10.1% | $4.27万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $46.60万 | 0.01% | 1,173 | -11 | -0.9% | -$4,370 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $46.73万 | 0.01% | 9,426 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $46.85万 | 0.01% | 14,235 | -68,982 | -82.9% | -$227.02万 | 减仓 |
| XME | SPDR SERIES TRUST | $47.03万 | 0.01% | 4,561 | 233 | 5.4% | $2.40万 | 加仓 |
| OPFI | OPPFI INC | $47.07万 | 0.01% | 49,967 | -73 | -0.1% | -$688 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $47.21万 | 0.01% | 5,325 | 2,525 | 90.2% | $22.39万 | 加仓 |
| BN | BROOKFIELD CORP | $47.23万 | 0.01% | 11,225 | 304 | 2.8% | $1.28万 | 加仓 |
| SRE | SEMPRA | $47.29万 | 0.01% | 5,182 | 666 | 14.7% | $6.08万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $47.44万 | 0.01% | 1,666 | -723 | -30.3% | -$20.59万 | 减仓 |
| PINS | PINTEREST INC | $47.51万 | 0.01% | 20,215 | -336 | -1.6% | -$7,896 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $47.58万 | 0.01% | 50,000 | 50,000 | — | $47.58万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $48.30万 | 0.01% | 1,373 | 1,373 | — | $48.30万 | 新建仓 |
| STIP | ISHARES TR | $48.46万 | 0.01% | 4,793 | 553 | 13.0% | $5.59万 | 加仓 |
| COWG | PACER FDS TR | $48.54万 | 0.01% | 13,020 | 50 | 0.4% | $1,864 | 加仓 |
| EQIX | EQUINIX INC | $48.68万 | 0.01% | 465 | 87 | 23.0% | $9.11万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $48.89万 | 0.01% | 32,270 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $48.91万 | 0.01% | 4,248 | -546 | -11.4% | -$6.29万 | 减仓 |
| LDUR | PIMCO ETF TR | $49.16万 | 0.01% | 5,163 | -553 | -9.7% | -$5.27万 | 减仓 |
| HEFA | ISHARES TR | $49.19万 | 0.01% | 10,577 | 3,115 | 41.7% | $14.49万 | 加仓 |
| ICF | ISHARES TR | $49.69万 | 0.01% | 7,100 | -1,582 | -18.2% | -$11.07万 | 减仓 |
| USHY | ISHARES TR | $49.72万 | 0.01% | 13,552 | 473 | 3.6% | $1.74万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $49.80万 | 0.01% | 2,717 | -3,901 | -58.9% | -$71.50万 | 减仓 |
| OC | OWENS CORNING NEW | $49.86万 | 0.01% | 3,476 | 102 | 3.0% | $1.46万 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $49.98万 | 0.01% | 20,910 | 119 | 0.6% | $2,844 | 加仓 |
| RKLB | ROCKET LAB CORP | $50.13万 | 0.01% | 7,489 | 137 | 1.9% | $9,171 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $50.26万 | 0.01% | 2,421 | -94 | -3.7% | -$1.95万 | 减仓 |
| MAGS | LISTED FDS TR | $50.31万 | 0.01% | 7,984 | 2,860 | 55.8% | $18.02万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $50.32万 | 0.01% | 8,974 | -3,530 | -28.2% | -$19.79万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $50.46万 | 0.01% | 43,237 | -1,793 | -4.0% | -$2.09万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $50.51万 | 0.01% | 5,621 | -24 | -0.4% | -$2,156 | 减仓 |
| MINT | PIMCO ETF TR | $50.57万 | 0.01% | 5,021 | -580 | -10.4% | -$5.84万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $50.64万 | 0.01% | 4,542 | 17 | 0.4% | $1,896 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $50.78万 | 0.01% | 19,465 | 2,356 | 13.8% | $6.15万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $50.99万 | 0.01% | 2,788 | 452 | 19.3% | $8.27万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $51.11万 | 0.01% | 55,373 | 5,326 | 10.6% | $4.92万 | 加仓 |
| DTE | DTE ENERGY CO | $51.48万 | 0.01% | 3,497 | 960 | 37.8% | $14.13万 | 加仓 |
| GPN | GLOBAL PMTS INC | $51.64万 | 0.01% | 6,143 | 3,262 | 113.2% | $27.42万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $51.72万 | 0.01% | 8,081 | 8,081 | — | $51.72万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $51.77万 | 0.01% | 3,615 | 118 | 3.4% | $1.69万 | 加仓 |