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
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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 |
|---|---|---|---|---|---|---|---|---|
| HLNE | HAMILTON LANE INC | $102.83万 | 0.02% | 11,604 | 11,604 | — | $102.83万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $103.22万 | 0.02% | 13,425 | 13,425 | — | $103.22万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $103.48万 | 0.02% | 46,635 | 37,681 | 420.8% | $83.61万 | 加仓 |
| MGC | VANGUARD WORLD FD | $103.61万 | 0.02% | 3,977 | -334 | -7.7% | -$8.70万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $104.06万 | 0.02% | 2,189 | 2,189 | — | $104.06万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $104.47万 | 0.02% | 10,309 | 3,472 | 50.8% | $35.19万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $104.58万 | 0.02% | 41,630 | 41,630 | — | $104.58万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $104.74万 | 0.02% | 7,918 | 7,918 | — | $104.74万 | 新建仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $104.77万 | 0.02% | 33,122 | 16,586 | 100.3% | $52.46万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $105.40万 | 0.02% | 8,500 | 8,500 | — | $105.40万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $105.54万 | 0.02% | 12,727 | 7,832 | 160.0% | $64.95万 | 加仓 |
| VV | VANGUARD INDEX FDS | $105.56万 | 0.02% | 3,227 | 1,008 | 45.4% | $32.97万 | 加仓 |
| IGIB | ISHARES TR | $105.84万 | 0.02% | 19,902 | 19,902 | — | $105.84万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $106.00万 | 0.02% | 15,044 | 8,484 | 129.3% | $59.78万 | 加仓 |
| BMI | BADGER METER INC | $106.29万 | 0.02% | 9,019 | 2,880 | 46.9% | $33.94万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $106.46万 | 0.02% | 3,250 | 2,483 | 323.7% | $81.34万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $107.15万 | 0.02% | 51,863 | 51,863 | — | $107.15万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $107.48万 | 0.02% | 3,655 | 2,693 | 279.9% | $79.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $107.65万 | 0.02% | 2,485 | 1,832 | 280.6% | $79.36万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $109.71万 | 0.02% | 5,273 | 5,273 | — | $109.71万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $110.08万 | 0.02% | 23,910 | 5,688 | 31.2% | $26.19万 | 加仓 |
| MORN | MORNINGSTAR INC | $111.64万 | 0.02% | 5,951 | 1,783 | 42.8% | $33.45万 | 加仓 |
| JNK | SPDR SERIES TRUST | $111.89万 | 0.02% | 11,594 | 708 | 6.5% | $6.83万 | 加仓 |
| CCJ | CAMECO CORP | $111.92万 | 0.02% | 9,793 | 9,793 | — | $111.92万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $112.17万 | 0.02% | 25,499 | 25,499 | — | $112.17万 | 新建仓 |
| NVS | NOVARTIS AG | $112.30万 | 0.02% | 7,856 | 7,856 | — | $112.30万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $113.06万 | 0.02% | 6,618 | 6,618 | — | $113.06万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $113.21万 | 0.02% | 14,892 | 804 | 5.7% | $6.11万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $113.33万 | 0.02% | 10,843 | 10,843 | — | $113.33万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $113.40万 | 0.02% | 11,788 | 3,972 | 50.8% | $38.21万 | 加仓 |
| FCN | FTI CONSULTING INC | $113.61万 | 0.02% | 6,335 | 971 | 18.1% | $17.41万 | 加仓 |
| EMGF | ISHARES INC | $114.33万 | 0.02% | 17,052 | 17,052 | — | $114.33万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $115.53万 | 0.02% | 38,718 | 31,058 | 405.5% | $92.68万 | 加仓 |
| EQT | EQT CORP | $115.65万 | 0.02% | 19,566 | 19,566 | — | $115.65万 | 新建仓 |
| CI | THE CIGNA GROUP | $115.79万 | 0.02% | 3,961 | 1,855 | 88.1% | $54.22万 | 加仓 |
| IDXX | IDEXX LABS INC | $116.10万 | 0.02% | 2,097 | 979 | 87.6% | $54.20万 | 加仓 |
| IBDS | ISHARES TR | $116.14万 | 0.02% | 47,931 | 47,931 | — | $116.14万 | 新建仓 |
| FDX | FEDEX CORP | $116.15万 | 0.02% | 2,989 | 2,989 | — | $116.15万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $116.62万 | 0.02% | 50,159 | 40,113 | 399.3% | $93.26万 | 加仓 |
| ACWV | ISHARES INC | $116.66万 | 0.02% | 9,725 | 9,725 | — | $116.66万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $116.88万 | 0.02% | 8,183 | 5,995 | 274.0% | $85.63万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.24万 | 0.02% | 5,701 | 5,701 | — | $117.24万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $117.47万 | 0.02% | 7,209 | 2,397 | 49.8% | $39.06万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $117.50万 | 0.02% | 36,787 | 36,787 | — | $117.50万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $118.07万 | 0.02% | 24,150 | 18,183 | 304.7% | $88.90万 | 加仓 |
| B | BARRICK MNG CORP | $118.18万 | 0.02% | 30,737 | 17,149 | 126.2% | $65.94万 | 加仓 |
| COR | CENCORA INC | $118.31万 | 0.02% | 3,799 | 3,799 | — | $118.31万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $118.99万 | 0.02% | 3,362 | 3,362 | — | $118.99万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $119.03万 | 0.02% | 38,163 | 13,688 | 55.9% | $42.69万 | 加仓 |
| IGF | ISHARES TR | $119.05万 | 0.02% | 17,891 | 7,901 | 79.1% | $52.57万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $120.15万 | 0.02% | 57,050 | 57,050 | — | $120.15万 | 新建仓 |
| MKL | MARKEL GROUP INC | $120.68万 | 0.02% | 686 | 139 | 25.4% | $24.45万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $121.07万 | 0.02% | 15,805 | 3,208 | 25.5% | $24.57万 | 加仓 |
| PLD | PROLOGIS INC. | $121.16万 | 0.02% | 8,728 | 8,728 | — | $121.16万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $121.33万 | 0.02% | 29,608 | 29,608 | — | $121.33万 | 新建仓 |
| GMAB | GENMAB A/S | $121.58万 | 0.02% | 46,564 | 46,564 | — | $121.58万 | 新建仓 |
| HYG | ISHARES TR | $121.70万 | 0.02% | 15,188 | 8,731 | 135.2% | $69.96万 | 加仓 |
| ADSK | AUTODESK INC | $122.20万 | 0.02% | 5,181 | 5,181 | — | $122.20万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $122.95万 | 0.02% | 25,950 | 25,950 | — | $122.95万 | 新建仓 |
| SEIC | SEI INVTS CO | $123.14万 | 0.02% | 13,551 | 13,551 | — | $123.14万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $123.95万 | 0.02% | 24,588 | 24,588 | — | $123.95万 | 新建仓 |
| CDW | CDW CORP | $124.12万 | 0.02% | 9,156 | 3,068 | 50.4% | $41.59万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $124.71万 | 0.02% | 51,257 | 51,257 | — | $124.71万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $124.87万 | 0.02% | 6,636 | 5,146 | 345.4% | $96.84万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $125.04万 | 0.02% | 78,199 | 78,199 | — | $125.04万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $125.08万 | 0.02% | 21,403 | -14,014 | -39.6% | -$81.90万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $125.73万 | 0.02% | 72,052 | 21,882 | 43.6% | $38.18万 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $125.75万 | 0.02% | 50,745 | 26,005 | 105.1% | $64.44万 | 加仓 |
| CIEN | CIENA CORP | $126.03万 | 0.02% | 2,651 | 835 | 46.0% | $39.70万 | 加仓 |
| SUSC | ISHARES TR | $126.17万 | 0.02% | 54,597 | 20,691 | 61.0% | $47.82万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $126.84万 | 0.02% | 12,536 | 5,278 | 72.7% | $53.40万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $126.85万 | 0.02% | 31,674 | 6,326 | 25.0% | $25.34万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $127.89万 | 0.02% | 180,128 | 180,128 | — | $127.89万 | 新建仓 |
| SO | SOUTHERN CO | $127.90万 | 0.02% | 13,678 | 13,678 | — | $127.90万 | 新建仓 |
| EPR | EPR PPTYS | $128.34万 | 0.02% | 22,755 | 22,755 | — | $128.34万 | 新建仓 |
| — | AXIL BRANDS INC | $128.47万 | 0.02% | 186,456 | -29,820 | -13.8% | -$20.55万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $128.94万 | 0.02% | 51,928 | 51,928 | — | $128.94万 | 新建仓 |
| MSCI | MSCI INC | $129.14万 | 0.02% | 2,159 | 750 | 53.2% | $44.86万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $129.25万 | 0.02% | 63,672 | 63,672 | — | $129.25万 | 新建仓 |
| MMM | 3M CO | $129.32万 | 0.02% | 8,989 | 3,610 | 67.1% | $51.94万 | 加仓 |
| EOG | EOG RES INC | $129.53万 | 0.02% | 9,311 | 9,311 | — | $129.53万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $129.78万 | 0.02% | 30,951 | 30,951 | — | $129.78万 | 新建仓 |
| RBC | RBC BEARINGS INC | $130.34万 | 0.02% | 2,230 | 425 | 23.5% | $24.84万 | 加仓 |
| FTI | TECHNIPFMC PLC | $130.55万 | 0.02% | 16,956 | 2,811 | 19.9% | $21.64万 | 加仓 |
| RACE | FERRARI N V | $130.83万 | 0.02% | 3,876 | 3,876 | — | $130.83万 | 新建仓 |
| MPC | MARATHON PETE CORP | $130.87万 | 0.02% | 5,412 | 3,073 | 131.4% | $74.31万 | 加仓 |
| — | CLEARWAY ENERGY INC | $131.54万 | 0.02% | 34,389 | 34,389 | — | $131.54万 | 新建仓 |
| PODD | INSULET CORP | $131.67万 | 0.02% | 8,228 | 3,120 | 61.1% | $49.93万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $131.80万 | 0.02% | 5,353 | 19 | 0.4% | $4,678 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $132.16万 | 0.02% | 17,891 | 17,891 | — | $132.16万 | 新建仓 |
| — | BOEING CO | $132.55万 | 0.02% | 18,513 | 18,513 | — | $132.55万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $133.46万 | 0.02% | 118,420 | 32,328 | 37.6% | $36.43万 | 加仓 |
| HYLB | DBX ETF TR | $133.50万 | 0.02% | 36,456 | 36,456 | — | $133.50万 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $133.94万 | 0.02% | 20,673 | 7,060 | 51.9% | $45.74万 | 加仓 |
| PSX | PHILLIPS 66 | $134.70万 | 0.02% | 7,764 | 7,764 | — | $134.70万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $135.30万 | 0.02% | 60,027 | 60,027 | — | $135.30万 | 新建仓 |
| ALLE | ALLEGION PLC | $135.33万 | 0.02% | 9,852 | 2,649 | 36.8% | $36.39万 | 加仓 |
| CPRT | COPART INC | $135.70万 | 0.02% | 40,713 | 15,198 | 59.6% | $50.65万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $136.17万 | 0.02% | 33,730 | 33,730 | — | $136.17万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $136.31万 | 0.02% | 45,345 | 45,345 | — | $136.31万 | 新建仓 |