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 |
|---|---|---|---|---|---|---|---|---|
| RIO | RIO TINTO PLC | $51.92万 | 0.01% | 5,646 | -982 | -14.8% | -$9.03万 | 减仓 |
| VDC | VANGUARD WORLD FD | $52.33万 | 0.01% | 2,266 | 447 | 24.6% | $10.32万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $52.41万 | 0.01% | 4,380 | -208 | -4.5% | -$2.49万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $52.52万 | 0.01% | 4,356 | -3 | -0.1% | -$362 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $52.80万 | 0.01% | 42,002 | 4,024 | 10.6% | $5.06万 | 加仓 |
| CRWV | COREWEAVE INC | $52.82万 | 0.01% | 7,461 | -11,522 | -60.7% | -$81.57万 | 减仓 |
| HACK | AMPLIFY ETF TR | $52.87万 | 0.01% | 4,991 | -356 | -6.7% | -$3.77万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $52.87万 | 0.01% | 13,616 | 13,616 | — | $52.87万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $53.14万 | 0.01% | 11,409 | -486 | -4.1% | -$2.26万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $53.22万 | 0.01% | 2,080 | -925 | -30.8% | -$23.67万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.25万 | 0.01% | 3,580 | 184 | 5.4% | $2.74万 | 加仓 |
| BP | BP PLC | $53.55万 | 0.01% | 12,657 | 5,356 | 73.4% | $22.66万 | 加仓 |
| GQRE | FLEXSHARES TR | $53.60万 | 0.01% | 8,083 | -1,175 | -12.7% | -$7.79万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $53.84万 | 0.01% | 20,948 | -761 | -3.5% | -$1.96万 | 减仓 |
| GRMN | GARMIN LTD | $54.34万 | 0.01% | 2,241 | -67 | -2.9% | -$1.62万 | 减仓 |
| SAN | BANCO SANTANDER SA | $54.60万 | 0.01% | 39,027 | -1,634 | -4.0% | -$2.29万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $54.60万 | 0.01% | 11,155 | -1,057 | -8.7% | -$5.17万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $54.61万 | 0.01% | 11,793 | 11,793 | — | $54.61万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $54.67万 | 0.01% | 5,349 | 5,349 | — | $54.67万 | 新建仓 |
| TFLO | ISHARES TR | $55.08万 | 0.01% | 10,877 | -660 | -5.7% | -$3.34万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $55.17万 | 0.01% | 3,472 | 440 | 14.5% | $6.99万 | 加仓 |
| PFF | ISHARES TR | $55.26万 | 0.01% | 18,251 | 228 | 1.3% | $6,904 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $55.46万 | 0.01% | 3,868 | 76 | 2.0% | $1.09万 | 加仓 |
| USFR | WISDOMTREE TR | $55.90万 | 0.01% | 11,068 | 5,265 | 90.7% | $26.59万 | 加仓 |
| NLR | VANECK ETF TRUST | $56.14万 | 0.01% | 5,114 | 573 | 12.6% | $6.29万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $56.34万 | 0.01% | 3,774 | -272 | -6.7% | -$4.06万 | 减仓 |
| — | CALAMOS ETF TR | $56.37万 | 0.01% | 20,779 | 20,779 | — | $56.37万 | 新建仓 |
| CBRE | CBRE GROUP INC | $56.59万 | 0.01% | 3,933 | -243 | -5.8% | -$3.50万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $56.66万 | 0.01% | 4,978 | -349 | -6.6% | -$3.97万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $56.72万 | 0.01% | 7,641 | -2,917 | -27.6% | -$21.65万 | 减仓 |
| GGLL | DIREXION SHARES ETF TRUST | $56.80万 | 0.01% | 6,100 | 6,100 | — | $56.80万 | 新建仓 |
| ECL | ECOLAB INC | $57.68万 | 0.01% | 2,125 | 124 | 6.2% | $3.37万 | 加仓 |
| IWO | ISHARES TR | $58.80万 | 0.01% | 1,574 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $59.56万 | 0.01% | 21,969 | 7,321 | 50.0% | $19.85万 | 加仓 |
| EFA | ISHARES TR | $59.57万 | 0.01% | 5,733 | 186 | 3.4% | $1.93万 | 加仓 |
| NTAP | NETAPP INC | $59.68万 | 0.01% | 3,515 | -32 | -0.9% | -$5,433 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $59.80万 | 0.01% | 4,247 | 531 | 14.3% | $7.48万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $60.20万 | 0.01% | 11,920 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $60.50万 | 0.01% | 1,245 | -33 | -2.6% | -$1.60万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $60.52万 | 0.01% | 14,509 | 14,509 | — | $60.52万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $60.57万 | 0.01% | 17,182 | 577 | 3.5% | $2.03万 | 加仓 |
| TGT | TARGET CORP | $60.64万 | 0.01% | 4,321 | 397 | 10.1% | $5.57万 | 加仓 |
| UBS | UBS GROUP AG | $60.73万 | 0.01% | 11,559 | 2,482 | 27.3% | $13.04万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $60.91万 | 0.01% | 5,859 | -1,395 | -19.2% | -$14.50万 | 减仓 |
| MPLX | MPLX LP | $61.08万 | 0.01% | 10,467 | 122 | 1.2% | $7,120 | 加仓 |
| ICSH | ISHARES TR | $61.34万 | 0.01% | 12,146 | -24 | -0.2% | -$1,212 | 减仓 |
| VFH | VANGUARD WORLD FD | $61.98万 | 0.01% | 4,453 | 4,453 | — | $61.98万 | 新建仓 |
| LKQ | LKQ CORP | $62.03万 | 0.01% | 23,631 | 1,130 | 5.0% | $2.97万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $62.19万 | 0.01% | 14,900 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $62.71万 | 0.01% | 2,765 | -93 | -3.3% | -$2.11万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $62.94万 | 0.01% | 5,527 | 5,527 | — | $62.94万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $63.13万 | 0.01% | 8,146 | 1,466 | 21.9% | $11.36万 | 加仓 |
| TKR | TIMKEN CO | $63.30万 | 0.01% | 4,486 | 31 | 0.7% | $4,374 | 加仓 |
| NKE | NIKE INC | $63.37万 | 0.01% | 15,039 | -748 | -4.7% | -$3.15万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $63.50万 | 0.01% | 17,511 | -990 | -5.4% | -$3.59万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC 看跌期权 | $63.57万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| ONEV | SPDR SERIES TRUST | $63.61万 | 0.01% | 4,292 | 25 | 0.6% | $3,705 | 加仓 |
| IDV | ISHARES TR | $63.79万 | 0.01% | 14,731 | 3,156 | 27.3% | $13.67万 | 加仓 |
| WSO | WATSCO INC | $63.90万 | 0.01% | 1,754 | -22 | -1.2% | -$8,015 | 减仓 |
| WTPI | WISDOMTREE TR | $64.17万 | 0.01% | 19,536 | -6,315 | -24.4% | -$20.74万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $64.39万 | 0.01% | 15,000 | 15,000 | — | $64.39万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $64.57万 | 0.01% | 9,130 | 9,130 | — | $64.57万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $64.81万 | 0.01% | 506 | -1,566 | -75.6% | -$200.57万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $65.93万 | 0.01% | 8,281 | -3,683 | -30.8% | -$29.32万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $66.31万 | 0.01% | 3,225 | 3,225 | — | $66.31万 | 新建仓 |
| PWR | QUANTA SVCS INC | $66.37万 | 0.01% | 1,070 | 362 | 51.1% | $22.45万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $66.51万 | 0.01% | 18,879 | -10,729 | -36.2% | -$37.80万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $66.80万 | 0.01% | 13,546 | 45 | 0.3% | $2,219 | 加仓 |
| EPAM | EPAM SYS INC | $66.93万 | 0.01% | 7,107 | 1,685 | 31.1% | $15.87万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $66.97万 | 0.01% | 2,120 | 56 | 2.7% | $1.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.09万 | 0.01% | 9,480 | 3,770 | 66.0% | $26.68万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $67.47万 | 0.01% | 9,323 | 91 | 1.0% | $6,586 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $67.48万 | 0.01% | 40,946 | -645 | -1.6% | -$1.06万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $67.64万 | 0.01% | 3,292 | 342 | 11.6% | $7.03万 | 加仓 |
| WAB | WABTEC | $68.09万 | 0.01% | 2,263 | 1,124 | 98.7% | $33.82万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $68.41万 | 0.01% | 4,140 | 4,140 | — | $68.41万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $68.72万 | 0.01% | 37,084 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $68.87万 | 0.01% | 2,025 | -265 | -11.6% | -$9.01万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $68.91万 | 0.01% | 12,194 | -213,975 | -94.6% | -$1,209.16万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $68.93万 | 0.01% | 15,146 | 2,411 | 18.9% | $10.97万 | 加仓 |
| BSY | BENTLEY SYS INC | $69.45万 | 0.01% | 20,603 | -753 | -3.5% | -$2.54万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $69.49万 | 0.01% | 12,354 | -573 | -4.4% | -$3.22万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $69.52万 | 0.01% | 5,406 | 545 | 11.2% | $7.01万 | 加仓 |
| MET | METLIFE INC | $69.97万 | 0.01% | 7,350 | -3,534 | -32.5% | -$33.64万 | 减仓 |
| AIPO | TIDAL TRUST II | $69.98万 | 0.01% | 24,106 | 24,106 | — | $69.98万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $70.28万 | 0.01% | 3,967 | 172 | 4.5% | $3.05万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $70.32万 | 0.01% | 3,525 | 642 | 22.3% | $12.81万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $70.37万 | 0.01% | 44,312 | -27,740 | -38.5% | -$44.05万 | 减仓 |
| TIP | ISHARES TR | $70.71万 | 0.01% | 6,584 | -611 | -8.5% | -$6.56万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $70.79万 | 0.01% | 20,895 | -1,555 | -6.9% | -$5.27万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $70.87万 | 0.01% | 12,215 | 807 | 7.1% | $4.68万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $71.02万 | 0.01% | 9,307 | 398 | 4.5% | $3.04万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $71.28万 | 0.01% | 8,850 | 1,915 | 27.6% | $15.42万 | 加仓 |
| HEI/A | HEICO CORP NEW | $71.36万 | 0.01% | 2,751 | 171 | 6.6% | $4.44万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $71.54万 | 0.01% | 19,725 | 183 | 0.9% | $6,637 | 加仓 |
| USRT | ISHARES TR | $71.59万 | 0.01% | 10,304 | 1,501 | 17.1% | $10.43万 | 加仓 |
| — | ALPS ETF TR | $71.68万 | 0.01% | 17,393 | 6,637 | 61.7% | $27.35万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $71.93万 | 0.01% | 19,346 | -17 | -0.1% | -$632 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $72.38万 | 0.01% | 15,021 | 15,021 | — | $72.38万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $72.73万 | 0.01% | 42,458 | 3,942 | 10.2% | $6.75万 | 加仓 |