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 |
|---|---|---|---|---|---|---|---|---|
| KHPI | MANAGED PORTFOLIO SERIES | $74.69万 | 0.01% | 29,090 | 29,090 | — | $74.69万 | 新建仓 |
| IWN | ISHARES TR | $74.75万 | 0.01% | 3,662 | 686 | 23.1% | $14.00万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $74.87万 | 0.01% | 2,450 | 1,445 | 143.8% | $44.16万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $74.92万 | 0.01% | 22,450 | 22,450 | — | $74.92万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $75.07万 | 0.01% | 20,423 | 20,423 | — | $75.07万 | 新建仓 |
| DHI | D R HORTON INC | $75.42万 | 0.01% | 4,974 | 4,974 | — | $75.42万 | 新建仓 |
| SLB | SLB LIMITED | $75.46万 | 0.01% | 13,547 | 13,547 | — | $75.46万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $75.52万 | 0.01% | 3,464 | 3,464 | — | $75.52万 | 新建仓 |
| IMCB | ISHARES TR | $75.61万 | 0.01% | 8,513 | 8,513 | — | $75.61万 | 新建仓 |
| WSO | WATSCO INC | $76.12万 | 0.01% | 1,776 | 557 | 45.7% | $23.87万 | 加仓 |
| NU | NU HLDGS LTD | $76.13万 | 0.01% | 54,225 | 54,225 | — | $76.13万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $76.23万 | 0.01% | 2,251 | 633 | 39.1% | $21.44万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $76.31万 | 0.01% | 29,328 | 20,864 | 246.5% | $54.29万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $76.79万 | 0.01% | 10,406 | 3,889 | 59.7% | $28.70万 | 加仓 |
| USB | US BANCORP | $77.57万 | 0.01% | 13,810 | 6,322 | 84.4% | $35.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $77.93万 | 0.01% | 20,089 | 20,089 | — | $77.93万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $77.98万 | 0.01% | 98,708 | 350 | 0.4% | $2,765 | 加仓 |
| AES | AES CORP | $78.02万 | 0.01% | 53,991 | 14,939 | 38.3% | $21.59万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $78.21万 | 0.01% | 41,893 | 28,960 | 223.9% | $54.07万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $78.46万 | 0.01% | 77,910 | 77,910 | — | $78.46万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $79.05万 | 0.01% | 21,770 | 5,062 | 30.3% | $18.38万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $79.19万 | 0.01% | 32,615 | 2,895 | 9.7% | $7.03万 | 加仓 |
| AGGY | WISDOMTREE TR | $79.30万 | 0.01% | 18,271 | 18,271 | — | $79.30万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $79.30万 | 0.01% | 5,898 | 3,573 | 153.7% | $48.04万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $79.30万 | 0.01% | 14,648 | 14,648 | — | $79.30万 | 新建仓 |
| MCK | MCKESSON CORP | $79.36万 | 0.01% | 965 | 614 | 174.9% | $50.49万 | 加仓 |
| — | ORACLE CORP | $79.64万 | 0.01% | 16,109 | 16,109 | — | $79.64万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $80.13万 | 0.01% | 4,422 | 3,302 | 294.8% | $59.83万 | 加仓 |
| TIP | ISHARES TR | $80.15万 | 0.01% | 7,195 | 2,411 | 50.4% | $26.86万 | 加仓 |
| SJM | SMUCKER J M CO | $80.90万 | 0.01% | 8,357 | 8,357 | — | $80.90万 | 新建仓 |
| FLOT | ISHARES TR | $81.22万 | 0.01% | 15,932 | 4,020 | 33.7% | $20.49万 | 加仓 |
| CR | CRANE COMPANY | $81.27万 | 0.01% | 4,609 | 4,609 | — | $81.27万 | 新建仓 |
| TPR | TAPESTRY INC | $81.80万 | 0.01% | 5,777 | 5,777 | — | $81.80万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $81.81万 | 0.01% | 3,005 | 3,005 | — | $81.81万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $82.71万 | 0.01% | 17,001 | 17,001 | — | $82.71万 | 新建仓 |
| GCOW | PACER FDS TR | $83.24万 | 0.01% | 18,326 | 18,326 | — | $83.24万 | 新建仓 |
| SUB | ISHARES TR | $83.42万 | 0.01% | 7,831 | 3,705 | 89.8% | $39.47万 | 加仓 |
| EME | EMCOR GROUP INC | $83.61万 | 0.01% | 1,003 | 1,003 | — | $83.61万 | 新建仓 |
| RMT | ROYCE MICRO-CAP TR INC | $84.05万 | 0.01% | 64,652 | 64,652 | — | $84.05万 | 新建仓 |
| EAGG | ISHARES TR | $84.11万 | 0.01% | 17,738 | 5,612 | 46.3% | $26.61万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $84.13万 | 0.01% | 11,121 | 11,121 | — | $84.13万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $84.66万 | 0.01% | 26,389 | 26,389 | — | $84.66万 | 新建仓 |
| WTPI | WISDOMTREE TR | $84.66万 | 0.01% | 25,851 | 25,851 | — | $84.66万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $84.89万 | 0.01% | 15,636 | 15,636 | — | $84.89万 | 新建仓 |
| ESML | ISHARES TR | $85.18万 | 0.01% | 16,891 | 16,891 | — | $85.18万 | 新建仓 |
| IONQ | IONQ INC | $85.23万 | 0.01% | 20,239 | 3,384 | 20.1% | $14.25万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $85.47万 | 0.01% | 2,739 | 2,739 | — | $85.47万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $85.52万 | 0.01% | 1,834 | 681 | 59.1% | $31.76万 | 加仓 |
| F | FORD MTR CO | $85.68万 | 0.01% | 69,999 | 69,999 | — | $85.68万 | 新建仓 |
| CLSK | CLEANSPARK INC | $85.69万 | 0.01% | 75,362 | 75,362 | — | $85.69万 | 新建仓 |
| MET | METLIFE INC | $85.94万 | 0.01% | 10,884 | 4,713 | 76.4% | $37.21万 | 加仓 |
| EMXC | ISHARES INC | $86.86万 | 0.02% | 9,751 | 9,751 | — | $86.86万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $87.08万 | 0.02% | 28,000 | 28,000 | — | $87.08万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $87.17万 | 0.02% | 31,641 | 31,641 | — | $87.17万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $87.63万 | 0.02% | 45,928 | 45,928 | — | $87.63万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $87.99万 | 0.02% | 16,103 | 16,103 | — | $87.99万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $88.03万 | 0.02% | 9,454 | 9,454 | — | $88.03万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $88.03万 | 0.02% | 17,745 | 17,745 | — | $88.03万 | 新建仓 |
| SHY | ISHARES TR | $89.09万 | 0.02% | 10,813 | 1,868 | 20.9% | $15.39万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $89.30万 | 0.02% | 5,938 | 2,802 | 89.3% | $42.14万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $89.42万 | 0.02% | 24,180 | 24,180 | — | $89.42万 | 新建仓 |
| AOR | ISHARES TR | $89.44万 | 0.02% | 13,344 | 13,344 | — | $89.44万 | 新建仓 |
| PAYX | PAYCHEX INC | $89.46万 | 0.02% | 9,512 | 9,512 | — | $89.46万 | 新建仓 |
| AGNC | AGNC INVT CORP | $89.60万 | 0.02% | 81,677 | 81,677 | — | $89.60万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $89.90万 | 0.02% | 11,964 | 11,964 | — | $89.90万 | 新建仓 |
| ESGD | ISHARES TR | $90.12万 | 0.02% | 9,129 | 6,611 | 262.5% | $65.26万 | 加仓 |
| WWD | WOODWARD INC | $90.41万 | 0.02% | 2,504 | 2,504 | — | $90.41万 | 新建仓 |
| IBDR | ISHARES TR | $91.20万 | 0.02% | 37,608 | 37,608 | — | $91.20万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $91.44万 | 0.02% | 11,549 | 7,199 | 165.5% | $57.00万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $91.57万 | 0.02% | 2,064 | 1,641 | 387.9% | $72.81万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $91.59万 | 0.02% | 7,358 | 4,209 | 133.7% | $52.39万 | 加仓 |
| SHEL | SHELL PLC | $91.87万 | 0.02% | 10,333 | 5,968 | 136.7% | $53.06万 | 加仓 |
| SE | SEA LTD | $91.99万 | 0.02% | 11,055 | -5,490 | -33.2% | -$45.68万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $92.30万 | 0.02% | 2,904 | 1,153 | 65.8% | $36.65万 | 加仓 |
| PCG | PG&E CORP | $92.31万 | 0.02% | 56,392 | 25,647 | 83.4% | $41.98万 | 加仓 |
| CB | CHUBB LTD SWITZ | $92.41万 | 0.02% | 2,837 | 2,837 | — | $92.41万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $92.56万 | 0.02% | 1,617 | 712 | 78.7% | $40.76万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $92.85万 | 0.02% | 37,184 | 37,184 | — | $92.85万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $94.08万 | 0.02% | 41,500 | 41,500 | — | $94.08万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $95.17万 | 0.02% | 2,527 | 2,527 | — | $95.17万 | 新建仓 |
| AOA | ISHARES TR | $95.56万 | 0.02% | 10,220 | 5,102 | 99.7% | $47.70万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $96.51万 | 0.02% | 2,198 | 2,198 | — | $96.51万 | 新建仓 |
| KVUE | KENVUE INC | $96.59万 | 0.02% | 56,060 | 56,060 | — | $96.59万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $96.66万 | 0.02% | 17,936 | 17,936 | — | $96.66万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $96.70万 | 0.02% | 11,446 | 3,336 | 41.1% | $28.19万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $97.24万 | 0.02% | 4,560 | 4,560 | — | $97.24万 | 新建仓 |
| DSI | ISHARES TR | $97.75万 | 0.02% | 7,266 | 1,806 | 33.1% | $24.30万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $98.19万 | 0.02% | 26,596 | 26,596 | — | $98.19万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $98.42万 | 0.02% | 23,740 | 8,009 | 50.9% | $33.20万 | 加仓 |
| IRM | IRON MTN INC DEL | $98.66万 | 0.02% | 8,615 | 5,915 | 219.1% | $67.74万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $98.80万 | 0.02% | 1,043 | 550 | 111.6% | $52.10万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $98.94万 | 0.02% | 16,209 | 11,797 | 267.4% | $72.01万 | 加仓 |
| SYY | SYSCO CORP | $99.05万 | 0.02% | 13,390 | 4,217 | 46.0% | $31.19万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $99.65万 | 0.02% | 7,200 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $100.04万 | 0.02% | 10,961 | 10,961 | — | $100.04万 | 新建仓 |
| ESGE | ISHARES INC | $100.05万 | 0.02% | 19,958 | 10,622 | 113.8% | $53.25万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $100.56万 | 0.02% | 23,980 | 23,980 | — | $100.56万 | 新建仓 |
| MTB | M & T BK CORP | $101.28万 | 0.02% | 4,699 | 4,699 | — | $101.28万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $101.43万 | 0.02% | 574 | 138 | 31.7% | $24.39万 | 加仓 |
| CCL | CARNIVAL CORP | $102.64万 | 0.02% | 40,124 | 40,124 | — | $102.64万 | 新建仓 |