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 |
|---|---|---|---|---|---|---|---|---|
| BATRK | ATLANTA BRAVES HLDGS INC | $128.45万 | 0.02% | 25,316 | 1,166 | 4.8% | $5.92万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $129.26万 | 0.02% | 37,729 | 942 | 2.6% | $3.23万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $129.42万 | 0.02% | 30,049 | 30,049 | — | $129.42万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $130.12万 | 0.02% | 37,891 | -39,360 | -51.0% | -$135.16万 | 减仓 |
| SAIA | SAIA INC | $130.47万 | 0.02% | 3,107 | -136 | -4.2% | -$5.71万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $130.60万 | 0.02% | 11,783 | 5,859 | 98.9% | $64.94万 | 加仓 |
| — | BOEING CO | $131.54万 | 0.02% | 20,025 | 1,512 | 8.2% | $9.93万 | 加仓 |
| IBDS | ISHARES TR | $132.49万 | 0.02% | 54,815 | 6,884 | 14.4% | $16.64万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $132.75万 | 0.02% | 78,781 | 78,781 | — | $132.75万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $132.84万 | 0.02% | 3,468 | 106 | 3.2% | $4.06万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $132.92万 | 0.02% | 30,951 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $133.71万 | 0.02% | 8,202 | 993 | 13.8% | $16.19万 | 加仓 |
| AON | AON PLC | $133.80万 | 0.02% | 3,644 | -985 | -21.3% | -$36.17万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $133.97万 | 0.02% | 9,476 | -3,830 | -28.8% | -$54.15万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $134.55万 | 0.02% | 49,595 | 17,954 | 56.7% | $48.71万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $134.87万 | 0.02% | 59,151 | -46,800 | -44.2% | -$106.70万 | 减仓 |
| — | BLACKROCK ETF TRUST | $136.78万 | 0.02% | 47,743 | 47,743 | — | $136.78万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $136.87万 | 0.02% | 41,985 | 3,072 | 7.9% | $10.01万 | 加仓 |
| SO | SOUTHERN CO | $137.18万 | 0.02% | 14,219 | 541 | 4.0% | $5.22万 | 加仓 |
| MKL | MARKEL GROUP INC | $137.22万 | 0.02% | 681 | -5 | -0.7% | -$1.01万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $137.60万 | 0.02% | 17,819 | -72 | -0.4% | -$5,560 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $137.62万 | 0.02% | 20,611 | 2,275 | 12.4% | $15.19万 | 加仓 |
| HON | HONEYWELL INTL INC | $137.91万 | 0.02% | 5,612 | -2,868 | -33.8% | -$70.48万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $138.33万 | 0.02% | 126,678 | 8,258 | 7.0% | $9.02万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $138.71万 | 0.02% | 34,101 | -1,000 | -2.8% | -$4.07万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $139.23万 | 0.02% | 27,931 | 3,343 | 13.6% | $16.66万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $140.17万 | 0.02% | 18,524 | 7,403 | 66.6% | $56.02万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $141.23万 | 0.02% | 59,241 | 59,241 | — | $141.23万 | 新建仓 |
| SNPS | SYNOPSYS INC | $141.86万 | 0.02% | 3,647 | -1,197 | -24.7% | -$46.56万 | 减仓 |
| MGK | VANGUARD WORLD FD | $142.76万 | 0.02% | 16,884 | -69,821 | -80.5% | -$590.34万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $142.93万 | 0.02% | 33,599 | -131 | -0.4% | -$5,573 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $143.10万 | 0.02% | 10,712 | 4,814 | 81.6% | $64.31万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $143.18万 | 0.02% | 22,853 | 1,450 | 6.8% | $9.08万 | 加仓 |
| CDW | CDW CORP | $143.52万 | 0.02% | 10,397 | 1,241 | 13.6% | $17.13万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $144.59万 | 0.02% | 57,904 | 854 | 1.5% | $2.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $145.17万 | 0.02% | 4,223 | 973 | 29.9% | $33.45万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $145.24万 | 0.02% | 8,774 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $145.30万 | 0.02% | 5,734 | 5,734 | — | $145.30万 | 新建仓 |
| IHDG | WISDOMTREE TR | $145.45万 | 0.02% | 27,647 | -1,739 | -5.9% | -$9.15万 | 减仓 |
| CRH | CRH PLC | $145.76万 | 0.02% | 14,170 | -966 | -6.4% | -$9.94万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $145.95万 | 0.02% | 45,970 | 2,373 | 5.4% | $7.53万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $147.23万 | 0.02% | 1,802 | -742 | -29.2% | -$60.62万 | 减仓 |
| EPR | EPR PPTYS | $149.21万 | 0.02% | 23,524 | 769 | 3.4% | $4.88万 | 加仓 |
| D | DOMINION ENERGY INC | $150.00万 | 0.02% | 21,346 | -775 | -3.5% | -$5.45万 | 减仓 |
| — | ELECTRONIC ARTS INC | $150.76万 | 0.03% | 7,211 | 7,211 | — | $150.76万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $150.80万 | 0.03% | 66,815 | 6,788 | 11.3% | $15.32万 | 加仓 |
| CI | THE CIGNA GROUP | $152.21万 | 0.03% | 5,230 | 1,269 | 32.0% | $36.93万 | 加仓 |
| UI | UBIQUITI INC | $152.60万 | 0.03% | 2,828 | 78 | 2.8% | $4.21万 | 加仓 |
| IOT | SAMSARA INC | $152.91万 | 0.03% | 43,268 | 43,268 | — | $152.91万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $152.91万 | 0.03% | 319,232 | 8,569 | 2.8% | $4.10万 | 加仓 |
| PSX | PHILLIPS 66 | $153.07万 | 0.03% | 7,366 | -398 | -5.1% | -$8.27万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $154.11万 | 0.03% | 30,474 | 5,251 | 20.8% | $26.55万 | 加仓 |
| F | FORD MTR CO | $154.67万 | 0.03% | 105,358 | 35,359 | 50.5% | $51.91万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $155.14万 | 0.03% | 5,112 | 323 | 6.7% | $9.80万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $155.82万 | 0.03% | 5,805 | 452 | 8.4% | $12.13万 | 加仓 |
| STT | STATE STR CORP | $156.15万 | 0.03% | 8,456 | 8,456 | — | $156.15万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $157.31万 | 0.03% | 68,394 | 2,814 | 4.3% | $6.47万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $158.77万 | 0.03% | 95,758 | 11,400 | 13.5% | $18.90万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $159.00万 | 0.03% | 36,896 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $159.51万 | 0.03% | 5,908 | 3,725 | 170.6% | $100.57万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $159.62万 | 0.03% | 55,830 | 3,480 | 6.6% | $9.95万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $161.02万 | 0.03% | 9,657 | 1,471 | 18.0% | $24.53万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $162.23万 | 0.03% | 12,184 | -98 | -0.8% | -$1.30万 | 减仓 |
| NRG | NRG ENERGY INC | $162.52万 | 0.03% | 11,907 | -22,290 | -65.2% | -$304.25万 | 减仓 |
| LTC | LTC PPTYS INC | $162.54万 | 0.03% | 38,756 | 880 | 2.3% | $3.69万 | 加仓 |
| MMM | 3M CO | $163.25万 | 0.03% | 9,159 | 170 | 1.9% | $3.03万 | 加仓 |
| COWZ | PACER FDS TR | $163.31万 | 0.03% | 24,774 | 1,236 | 5.3% | $8.15万 | 加仓 |
| TLT | ISHARES TR | $163.55万 | 0.03% | 19,529 | -32,335 | -62.3% | -$270.80万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $163.92万 | 0.03% | 51,548 | 9,517 | 22.6% | $30.26万 | 加仓 |
| SONY | SONY GROUP CORP | $164.14万 | 0.03% | 73,637 | -7,768 | -9.5% | -$17.31万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $164.30万 | 0.03% | 11,351 | -453 | -3.8% | -$6.56万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $164.44万 | 0.03% | 31,232 | -66 | -0.2% | -$3,475 | 减仓 |
| IFRA | ISHARES TR | $164.66万 | 0.03% | 26,605 | 331 | 1.3% | $2.05万 | 加仓 |
| WPC | WP CAREY INC | $165.03万 | 0.03% | 21,678 | 1,067 | 5.2% | $8.12万 | 加仓 |
| EDGU | ADVISORS INNER CIRCLE FD II | $165.17万 | 0.03% | 53,265 | 29,936 | 128.3% | $92.83万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $165.27万 | 0.03% | 33,846 | 1,371 | 4.2% | $6.69万 | 加仓 |
| VEON | VEON LTD | $165.34万 | 0.03% | 31,981 | 1,484 | 4.9% | $7.67万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $165.76万 | 0.03% | 212,240 | 32,112 | 17.8% | $25.08万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $165.90万 | 0.03% | 7,078 | 2,656 | 60.1% | $62.25万 | 加仓 |
| SHY | ISHARES TR | $166.06万 | 0.03% | 20,283 | 9,470 | 87.6% | $77.53万 | 加仓 |
| WRB | BERKLEY W R CORP | $166.31万 | 0.03% | 21,969 | -425 | -1.9% | -$3.22万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $166.48万 | 0.03% | 14,939 | 12,814 | 603.0% | $142.80万 | 加仓 |
| ALLE | ALLEGION PLC | $166.63万 | 0.03% | 10,537 | 685 | 7.0% | $10.83万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $167.40万 | 0.03% | 64,559 | -1,378 | -2.1% | -$3.57万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $167.73万 | 0.03% | 58,261 | -9,160 | -13.6% | -$26.37万 | 减仓 |
| IWB | ISHARES TR | $167.75万 | 0.03% | 4,148 | -530 | -11.3% | -$21.43万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $168.31万 | 0.03% | 23,059 | 2,386 | 11.5% | $17.42万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $168.71万 | 0.03% | 53,954 | 53,954 | — | $168.71万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $169.91万 | 0.03% | 1,991 | -270 | -11.9% | -$23.04万 | 减仓 |
| COO | COOPER COS INC | $170.40万 | 0.03% | 24,242 | -13,061 | -35.0% | -$91.81万 | 减仓 |
| — | BANK OF AMER CORP | $171.18万 | 0.03% | 1,329 | 84 | 6.7% | $10.82万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $171.20万 | 0.03% | 3,542 | 32 | 0.9% | $1.55万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $171.81万 | 0.03% | 11,495 | -1,041 | -8.3% | -$15.56万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $172.61万 | 0.03% | 63,648 | 63,648 | — | $172.61万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $172.85万 | 0.03% | 34,905 | -498 | -1.4% | -$2.47万 | 减仓 |
| IDXX | IDEXX LABS INC | $173.09万 | 0.03% | 3,112 | 1,015 | 48.4% | $56.45万 | 加仓 |
| — | ISHARES TR | $173.68万 | 0.03% | 59,653 | 59,653 | — | $173.68万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $173.69万 | 0.03% | 47,238 | -7,768 | -14.1% | -$28.56万 | 减仓 |
| CAIE | CALAMOS ETF TR | $173.72万 | 0.03% | 65,332 | 65,332 | — | $173.72万 | 新建仓 |
| SAP | SAP SE | $174.07万 | 0.03% | 10,179 | -2,194 | -17.7% | -$37.52万 | 减仓 |