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 |
|---|---|---|---|---|---|---|---|---|
| EUFN | ISHARES TR | $72.82万 | 0.01% | 17,774 | 17,774 | — | $72.82万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $73.40万 | 0.01% | 3,201 | 490 | 18.1% | $11.24万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $73.42万 | 0.01% | 28,803 | -525 | -1.8% | -$1.34万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $73.46万 | 0.01% | 17,912 | 0 | 0.0% | — | 不变 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $73.47万 | 0.01% | 22,839 | 3,720 | 19.5% | $11.97万 | 加仓 |
| VOX | VANGUARD WORLD FD | $73.54万 | 0.01% | 4,037 | 225 | 5.9% | $4.10万 | 加仓 |
| KFY | KORN FERRY | $73.67万 | 0.01% | 9,076 | 9,076 | — | $73.67万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $73.83万 | 0.01% | 2,256 | -648 | -22.3% | -$21.21万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $73.85万 | 0.01% | 2,490 | 38 | 1.5% | $1.13万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $74.47万 | 0.01% | 5,741 | -197 | -3.3% | -$2.56万 | 减仓 |
| CSGP | COSTAR GROUP INC | $74.59万 | 0.01% | 25,570 | 5,994 | 30.6% | $17.48万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $74.73万 | 0.01% | 4,079 | 240 | 6.3% | $4.40万 | 加仓 |
| IONQ | IONQ INC | $74.86万 | 0.01% | 20,841 | 602 | 3.0% | $2.16万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $74.99万 | 0.01% | 2,251 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $75.01万 | 0.01% | 39,707 | -2,186 | -5.2% | -$4.13万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $75.55万 | 0.01% | 29,137 | 47 | 0.2% | $1,219 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $75.79万 | 0.01% | 14,873 | 701 | 4.9% | $3.57万 | 加仓 |
| USXF | ISHARES TR | $76.51万 | 0.01% | 11,569 | 561 | 5.1% | $3.71万 | 加仓 |
| EME | EMCOR GROUP INC | $76.52万 | 0.01% | 1,030 | 27 | 2.7% | $2.01万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $76.59万 | 0.01% | 99,591 | 883 | 0.9% | $6,790 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $76.73万 | 0.01% | 9,431 | 1,411 | 17.6% | $11.48万 | 加仓 |
| — | CION INVT CORP | $76.83万 | 0.01% | 128,023 | -58,499 | -31.4% | -$35.11万 | 减仓 |
| NVO | NOVO-NORDISK A S | $77.23万 | 0.01% | 15,548 | 1,546 | 11.0% | $7.68万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $77.35万 | 0.01% | 22,791 | 5,168 | 29.3% | $17.54万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $77.54万 | 0.01% | 3,678 | 3,678 | — | $77.54万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $77.61万 | 0.01% | 18,751 | 228 | 1.2% | $9,437 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $78.00万 | 0.01% | 20,396 | -27 | -0.1% | -$1,033 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $78.27万 | 0.01% | 32,397 | -218 | -0.7% | -$5,267 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $78.27万 | 0.01% | 2,087 | 783 | 60.0% | $29.37万 | 加仓 |
| AGGY | WISDOMTREE TR | $78.58万 | 0.01% | 18,326 | 55 | 0.3% | $2,358 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $78.68万 | 0.01% | 3,479 | 15 | 0.4% | $3,393 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $78.95万 | 0.01% | 9,521 | 525 | 5.8% | $4.35万 | 加仓 |
| PEN | PENUMBRA INC | $79.23万 | 0.01% | 2,480 | -5,803 | -70.1% | -$185.38万 | 减仓 |
| IBDR | ISHARES TR | $79.43万 | 0.01% | 32,786 | -4,822 | -12.8% | -$11.68万 | 减仓 |
| IMCB | ISHARES TR | $79.43万 | 0.01% | 8,161 | -352 | -4.1% | -$3.43万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $79.61万 | 0.01% | 10,057 | -349 | -3.4% | -$2.76万 | 减仓 |
| WWD | WOODWARD INC | $80.11万 | 0.01% | 1,908 | -596 | -23.8% | -$25.02万 | 减仓 |
| RMD | RESMED INC | $80.14万 | 0.01% | 3,946 | -3,521 | -47.2% | -$71.51万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $80.31万 | 0.01% | 17,696 | 2,902 | 19.6% | $13.17万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $80.33万 | 0.01% | 3,887 | -2,749 | -41.4% | -$56.82万 | 减仓 |
| AOR | ISHARES TR | $80.71万 | 0.01% | 11,837 | -1,507 | -11.3% | -$10.28万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $80.82万 | 0.01% | 1,211 | 1,211 | — | $80.82万 | 新建仓 |
| IWMI | NEOS ETF TRUST | $80.88万 | 0.01% | 15,541 | 15,541 | — | $80.88万 | 新建仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $80.95万 | 0.01% | 23,787 | -9,335 | -28.2% | -$31.77万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $81.59万 | 0.01% | 78,001 | 91 | 0.1% | $952 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $82.34万 | 0.01% | 9,027 | 4,676 | 107.5% | $42.65万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $82.39万 | 0.01% | 15,429 | 781 | 5.3% | $4.17万 | 加仓 |
| CNC | CENTENE CORP DEL | $82.63万 | 0.01% | 12,896 | -519 | -3.9% | -$3.33万 | 减仓 |
| SHYD | VANECK ETF TRUST | $82.67万 | 0.01% | 36,452 | -5,048 | -12.2% | -$11.45万 | 减仓 |
| GCOW | PACER FDS TR | $82.84万 | 0.01% | 18,211 | -115 | -0.6% | -$5,231 | 减仓 |
| AME | AMETEK INC | $82.93万 | 0.01% | 3,411 | 1,819 | 114.3% | $44.23万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $83.15万 | 0.01% | 2,198 | -329 | -13.0% | -$12.45万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $83.54万 | 0.01% | 17,001 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $84.08万 | 0.01% | 57,866 | 3,641 | 6.7% | $5.29万 | 加仓 |
| ESML | ISHARES TR | $84.69万 | 0.01% | 15,703 | -1,188 | -7.0% | -$6.41万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $84.95万 | 0.01% | 33,751 | 23,873 | 241.7% | $60.09万 | 加仓 |
| ESGD | ISHARES TR | $85.30万 | 0.01% | 8,275 | -854 | -9.4% | -$8.80万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $85.36万 | 0.01% | 26,566 | 177 | 0.7% | $5,687 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $85.53万 | 0.01% | 16,028 | 392 | 2.5% | $2.09万 | 加仓 |
| BGC | BGC GROUP INC | $86.30万 | 0.01% | 73,196 | 73,196 | — | $86.30万 | 新建仓 |
| RY | ROYAL BK CDA | $86.33万 | 0.01% | 4,120 | 2,382 | 137.1% | $49.91万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $86.39万 | 0.01% | 672 | -1,491 | -68.9% | -$191.68万 | 减仓 |
| MGC | VANGUARD WORLD FD | $86.49万 | 0.01% | 3,210 | -767 | -19.3% | -$20.67万 | 减仓 |
| SUB | ISHARES TR | $86.59万 | 0.01% | 8,160 | 329 | 4.2% | $3.49万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $86.61万 | 0.01% | 13,007 | 2,062 | 18.8% | $13.73万 | 加仓 |
| EFAV | ISHARES TR | $87.32万 | 0.01% | 9,539 | -19,557 | -67.2% | -$179.02万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $87.43万 | 0.01% | 3,266 | 1,423 | 77.2% | $38.09万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $87.54万 | 0.01% | 27,308 | -692 | -2.5% | -$2.22万 | 减仓 |
| SE | SEA LTD | $87.69万 | 0.01% | 8,400 | -2,655 | -24.0% | -$27.72万 | 减仓 |
| FLOT | ISHARES TR | $88.25万 | 0.01% | 17,284 | 1,352 | 8.5% | $6.90万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $88.31万 | 0.01% | 22,580 | 15,972 | 241.7% | $62.47万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $88.40万 | 0.01% | 36,740 | -497,626 | -93.1% | -$1,197.30万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $88.83万 | 0.01% | 64,652 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $88.95万 | 0.01% | 17,403 | -2,555 | -12.8% | -$13.06万 | 减仓 |
| SMMD | ISHARES TR | $89.09万 | 0.01% | 9,939 | 3,746 | 60.5% | $33.58万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $89.30万 | 0.01% | 53,730 | 7,802 | 17.0% | $12.97万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $89.81万 | 0.01% | 11,440 | -109 | -0.9% | -$8,557 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $89.94万 | 0.01% | 17,101 | 17,101 | — | $89.94万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $90.42万 | 0.02% | 10,477 | 10,477 | — | $90.42万 | 新建仓 |
| NDAQ | NASDAQ INC | $90.64万 | 0.02% | 9,648 | -1,313 | -12.0% | -$12.33万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $91.00万 | 0.02% | 36,810 | -374 | -1.0% | -$9,245 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $91.00万 | 0.02% | 34,933 | 8,633 | 32.8% | $22.49万 | 加仓 |
| — | ORACLE CORP | $91.31万 | 0.02% | 23,413 | 7,304 | 45.3% | $28.49万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $91.36万 | 0.02% | 5,930 | -2,155 | -26.7% | -$33.20万 | 减仓 |
| EOG | EOG RES INC | $91.49万 | 0.02% | 6,520 | -2,791 | -30.0% | -$39.16万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $91.49万 | 0.02% | 3,946 | 120 | 3.1% | $2.78万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $91.75万 | 0.02% | 62,711 | 2,452 | 4.1% | $3.59万 | 加仓 |
| JNK | SPDR SERIES TRUST | $91.86万 | 0.02% | 9,622 | -1,972 | -17.0% | -$18.83万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $91.92万 | 0.02% | 9,334 | -120 | -1.3% | -$1.18万 | 减仓 |
| AFL | AFLAC INC | $91.98万 | 0.02% | 7,268 | 2,111 | 40.9% | $26.72万 | 加仓 |
| SUSC | ISHARES TR | $92.00万 | 0.02% | 40,473 | -14,124 | -25.9% | -$32.10万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $92.44万 | 0.02% | 20,243 | 6,796 | 50.5% | $31.03万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $92.65万 | 0.02% | 19,538 | -6,412 | -24.7% | -$30.41万 | 减仓 |
| DSI | ISHARES TR | $92.83万 | 0.02% | 6,747 | -519 | -7.1% | -$7.14万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $93.30万 | 0.02% | 697 | -1,064 | -60.4% | -$142.43万 | 减仓 |
| AGNC | AGNC INVT CORP | $93.36万 | 0.02% | 87,741 | 6,064 | 7.4% | $6.45万 | 加仓 |
| EMGF | ISHARES INC | $93.71万 | 0.02% | 13,793 | -3,259 | -19.1% | -$22.14万 | 减仓 |
| CCJ | CAMECO CORP | $94.02万 | 0.02% | 10,522 | 729 | 7.4% | $6.51万 | 加仓 |
| SHEL | SHELL PLC | $95.14万 | 0.02% | 11,015 | 682 | 6.6% | $5.89万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $95.71万 | 0.02% | 2,788 | 49 | 1.8% | $1.68万 | 加仓 |