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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $96.08万 | 0.02% | 528 | -46 | -8.0% | -$8.37万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $96.16万 | 0.02% | 53,662 | 1,799 | 3.5% | $3.22万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $96.24万 | 0.02% | 26,353 | -29,785 | -53.1% | -$108.77万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $96.78万 | 0.02% | 5,483 | 210 | 4.0% | $3.71万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $96.90万 | 0.02% | 32,183 | 6,768 | 26.6% | $20.38万 | 加仓 |
| FTI | TECHNIPFMC PLC | $96.92万 | 0.02% | 12,915 | -4,041 | -23.8% | -$30.32万 | 减仓 |
| POOL | POOL CORP | $96.94万 | 0.02% | 5,251 | -2,724 | -34.2% | -$50.29万 | 减仓 |
| MCK | MCKESSON CORP | $97.20万 | 0.02% | 1,143 | 178 | 18.4% | $15.14万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $97.69万 | 0.02% | 3,913 | 820 | 26.5% | $20.47万 | 加仓 |
| — | NEOS ETF TRUST | $97.95万 | 0.02% | 19,970 | 19,970 | — | $97.95万 | 新建仓 |
| MC | MOELIS & CO | $98.02万 | 0.02% | 14,462 | -80,706 | -84.8% | -$547.01万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $98.03万 | 0.02% | 5,248 | -155,577 | -96.7% | -$2,906.04万 | 减仓 |
| EAGG | ISHARES TR | $98.07万 | 0.02% | 20,959 | 3,221 | 18.2% | $15.07万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $98.07万 | 0.02% | 1,881 | -17,598 | -90.3% | -$917.53万 | 减仓 |
| ZTS | ZOETIS INC | $98.51万 | 0.02% | 12,806 | -58,810 | -82.1% | -$452.38万 | 减仓 |
| — | AXIL BRANDS INC | $98.60万 | 0.02% | 164,331 | -22,125 | -11.9% | -$13.28万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $99.10万 | 0.02% | 26,612 | 4,842 | 22.2% | $18.03万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $99.12万 | 0.02% | 35,014 | -30,002 | -46.1% | -$84.94万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $99.16万 | 0.02% | 25,321 | -1,275 | -4.8% | -$4.99万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $99.61万 | 0.02% | 23,275 | -705 | -2.9% | -$3.02万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $100.02万 | 0.02% | 66,547 | 8,127 | 13.9% | $12.21万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $100.12万 | 0.02% | 2,524 | 326 | 14.8% | $12.93万 | 加仓 |
| PCG | PG&E CORP | $100.22万 | 0.02% | 56,945 | 553 | 1.0% | $9,733 | 加仓 |
| FCN | FTI CONSULTING INC | $100.33万 | 0.02% | 6,198 | -137 | -2.2% | -$2.22万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $100.50万 | 0.02% | 10,283 | -26 | -0.3% | -$2,541 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $101.39万 | 0.02% | 10,300 | 7,391 | 254.1% | $72.76万 | 加仓 |
| IGIB | ISHARES TR | $101.65万 | 0.02% | 19,425 | -477 | -2.4% | -$2.50万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $101.76万 | 0.02% | 6,652 | -5,601 | -45.7% | -$85.68万 | 减仓 |
| USB | US BANCORP | $102.15万 | 0.02% | 16,089 | 2,279 | 16.5% | $14.47万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $102.50万 | 0.02% | 12,879 | -2,013 | -13.5% | -$16.02万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $103.35万 | 0.02% | 34,588 | -10,757 | -23.7% | -$32.14万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $103.60万 | 0.02% | 10,172 | -671 | -6.2% | -$6.83万 | 减仓 |
| SPGI | S&P GLOBAL INC | $103.97万 | 0.02% | 2,364 | -121 | -4.9% | -$5.32万 | 减仓 |
| SJM | SMUCKER J M CO | $104.20万 | 0.02% | 8,608 | 251 | 3.0% | $3.04万 | 加仓 |
| EQT | EQT CORP | $104.63万 | 0.02% | 20,122 | 556 | 2.8% | $2.89万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $105.47万 | 0.02% | 24,371 | -10,212 | -29.5% | -$44.20万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $105.93万 | 0.02% | 42,425 | 795 | 1.9% | $1.99万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $106.29万 | 0.02% | 34,849 | -37,125 | -51.6% | -$113.23万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $106.32万 | 0.02% | 7,881 | 523 | 7.1% | $7.06万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $106.42万 | 0.02% | 25,831 | 1,651 | 6.8% | $6.80万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $106.53万 | 0.02% | 13,709 | 13,709 | — | $106.53万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $106.56万 | 0.02% | 16,651 | 16,651 | — | $106.56万 | 新建仓 |
| DHI | D R HORTON INC | $106.97万 | 0.02% | 7,245 | 2,271 | 45.7% | $33.53万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $107.01万 | 0.02% | 1,084 | 41 | 3.9% | $4.05万 | 加仓 |
| RBC | RBC BEARINGS INC | $108.10万 | 0.02% | 1,848 | -382 | -17.1% | -$22.35万 | 减仓 |
| IRM | IRON MTN INC DEL | $108.58万 | 0.02% | 8,550 | -65 | -0.8% | -$8,254 | 减仓 |
| AOA | ISHARES TR | $108.82万 | 0.02% | 11,337 | 1,117 | 10.9% | $10.72万 | 加仓 |
| VHT | VANGUARD WORLD FD | $108.86万 | 0.02% | 3,550 | 2,052 | 137.0% | $62.92万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $108.97万 | 0.02% | 30,151 | 22,200 | 279.2% | $80.23万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $109.16万 | 0.02% | 26,894 | -4,780 | -15.1% | -$19.40万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $109.53万 | 0.02% | 28,733 | 8,644 | 43.0% | $32.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $109.91万 | 0.02% | 1,964 | 130 | 7.1% | $7.28万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $109.91万 | 0.02% | 2,222 | 158 | 7.7% | $7.82万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $110.05万 | 0.02% | 11,965 | 519 | 4.5% | $4.77万 | 加仓 |
| PLD | PROLOGIS INC. | $110.47万 | 0.02% | 7,502 | -1,226 | -14.0% | -$18.05万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $110.52万 | 0.02% | 9,195 | 9,195 | — | $110.52万 | 新建仓 |
| MCHI | ISHARES TR | $110.62万 | 0.02% | 20,387 | 20,387 | — | $110.62万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $110.67万 | 0.02% | 18,242 | 2,033 | 12.5% | $12.33万 | 加仓 |
| CR | CRANE COMPANY | $110.94万 | 0.02% | 4,899 | 290 | 6.3% | $6.57万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $110.95万 | 0.02% | 8,752 | 4,451 | 103.5% | $56.43万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $111.22万 | 0.02% | 25,088 | -411 | -1.6% | -$1.82万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $112.30万 | 0.02% | 5,006 | 446 | 9.8% | $10.00万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $112.38万 | 0.02% | 11,386 | -402 | -3.4% | -$3.97万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.38万 | 0.02% | 2,071 | 454 | 28.1% | $24.85万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $113.52万 | 0.02% | 23,869 | -41 | -0.2% | -$1,950 | 减仓 |
| MSCI | MSCI INC | $113.56万 | 0.02% | 1,989 | -170 | -7.9% | -$9.71万 | 减仓 |
| CB | CHUBB LIMITED | $113.78万 | 0.02% | 3,170 | 333 | 11.7% | $11.95万 | 加仓 |
| SYY | SYSCO CORP | $114.15万 | 0.02% | 13,575 | 185 | 1.4% | $1.56万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $114.28万 | 0.02% | 47,489 | -3,768 | -7.4% | -$9.07万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $114.38万 | 0.02% | 35,621 | 35,621 | — | $114.38万 | 新建仓 |
| — | BAILLIE GIFFORD ETF TR | $116.55万 | 0.02% | 44,618 | 44,618 | — | $116.55万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $117.12万 | 0.02% | 3,841 | 1,731 | 82.0% | $52.78万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $117.42万 | 0.02% | 13,756 | 1,029 | 8.1% | $8.78万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $117.90万 | 0.02% | 15,872 | 15,872 | — | $117.90万 | 新建仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $118.52万 | 0.02% | 35,860 | -3,962 | -9.9% | -$13.09万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $118.55万 | 0.02% | 53,449 | 6,814 | 14.6% | $15.11万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $118.61万 | 0.02% | 25,966 | -19,673 | -43.1% | -$89.87万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $118.63万 | 0.02% | 16,395 | 1,351 | 9.0% | $9.78万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $118.89万 | 0.02% | 16,244 | 439 | 2.8% | $3.21万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $119.93万 | 0.02% | 21,344 | 3,408 | 19.0% | $19.15万 | 加仓 |
| CPA | COPA HOLDINGS SA | $120.66万 | 0.02% | 8,716 | 8,716 | — | $120.66万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $121.13万 | 0.02% | 42,412 | 4,249 | 11.1% | $12.14万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $121.39万 | 0.02% | 5,240 | -6,229 | -54.3% | -$144.30万 | 减仓 |
| PAYX | PAYCHEX INC | $121.57万 | 0.02% | 10,527 | 1,015 | 10.7% | $11.72万 | 加仓 |
| ILMN | ILLUMINA INC | $121.73万 | 0.02% | 6,425 | 6,425 | — | $121.73万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $121.83万 | 0.02% | 106,159 | -8,225 | -7.2% | -$9.44万 | 减仓 |
| FDX | FEDEX CORP | $122.00万 | 0.02% | 3,926 | 937 | 31.3% | $29.12万 | 加仓 |
| HYG | ISHARES TR | $122.34万 | 0.02% | 15,433 | 245 | 1.6% | $1.94万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $122.78万 | 0.02% | 2,282 | 93 | 4.2% | $5.00万 | 加仓 |
| ACWV | ISHARES INC | $123.00万 | 0.02% | 9,980 | 255 | 2.6% | $3.14万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $123.38万 | 0.02% | 22,461 | -4,070 | -15.3% | -$22.36万 | 减仓 |
| CLSK | CLEANSPARK INC | $124.40万 | 0.02% | 88,702 | 13,340 | 17.7% | $18.71万 | 加仓 |
| SLV | ISHARES SILVER TR | $124.65万 | 0.02% | 23,550 | -7,671 | -24.6% | -$40.60万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $124.67万 | 0.02% | 89,692 | 26,020 | 40.9% | $36.17万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $125.19万 | 0.02% | 54,646 | 4,487 | 8.9% | $10.28万 | 加仓 |
| VV | VANGUARD INDEX FDS | $125.91万 | 0.02% | 3,704 | 477 | 14.8% | $16.21万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $126.54万 | 0.02% | 8,669 | -432 | -4.7% | -$6.31万 | 减仓 |
| HLF | HERBALIFE LTD | $127.23万 | 0.02% | 104,459 | 71,403 | 216.0% | $86.97万 | 加仓 |
| BMI | BADGER METER INC | $127.66万 | 0.02% | 9,974 | 955 | 10.6% | $12.22万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $127.98万 | 0.02% | 27,630 | -9,080 | -24.7% | -$42.06万 | 减仓 |