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
NVDA 加仓+$2.23亿
SPY 加仓+$2.14亿
AAPL 加仓+$8,175.62万
BKLN 加仓+$7,642.36万
VT 重新持有+$7,223.50万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC | $0 | 0.00% | 0 | -102,906 | -100.0% | -$450.21万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -76,397 | -100.0% | -$256.39万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -5,116 | -100.0% | -$235.67万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -50,705 | -100.0% | -$122.25万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -23,377 | -100.0% | -$54.60万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,087 | -100.0% | -$39.44万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -3,611 | -100.0% | -$33.77万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,446 | -100.0% | -$23.73万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,614 | -100.0% | -$23.55万 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -12,831 | -100.0% | -$23.38万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -29,201 | -100.0% | -$23.30万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,321 | -100.0% | -$21.58万 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$20.60万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$14.87万 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -125,755 | -100.0% | -$12.45万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$9.40万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,000 | -100.0% | -$7.28万 | 清仓 |
| — | NINE ENERGY SERVICE INC | $0 | 0.00% | 0 | -17,500 | -100.0% | -$8,293 | 清仓 |
| F | FORD MTR CO 看涨期权 | $12 | 0.00% | 100 | 100 | — | $12 | 新建仓 |
| PINS | PINTEREST INC 看涨期权 | $20 | 0.00% | 100 | 100 | — | $20 | 新建仓 |
| PINS | PINTEREST INC 看跌期权 | $20 | 0.00% | 100 | 100 | — | $20 | 新建仓 |
| T | AT&T INC 看涨期权 | $26 | 0.00% | 100 | 100 | — | $26 | 新建仓 |
| NKE | NIKE INC 看跌期权 | $44 | 0.00% | 100 | 100 | — | $44 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $88 | 0.00% | 200 | 200 | — | $88 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $107 | 0.00% | 100 | 100 | — | $107 | 新建仓 |
| ZTS | ZOETIS INC 看涨期权 | $114 | 0.00% | 100 | 100 | — | $114 | 新建仓 |
| BX | BLACKSTONE INC 看跌期权 | $120 | 0.00% | 100 | 100 | — | $120 | 新建仓 |
| BX | BLACKSTONE INC 看涨期权 | $120 | 0.00% | 100 | 100 | — | $120 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $182 | 0.00% | 100 | 100 | — | $182 | 新建仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $192 | 0.00% | 100 | 100 | — | $192 | 新建仓 |
| ABBV | ABBVIE INC 看涨期权 | $204 | 0.00% | 100 | 100 | — | $204 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $209 | 0.00% | 100 | 100 | — | $209 | 新建仓 |
| CCJ | CAMECO CORP 看跌期权 | $228 | 0.00% | 200 | 200 | — | $228 | 新建仓 |
| ADBE | ADOBE INC 看涨期权 | $244 | 0.00% | 100 | 100 | — | $244 | 新建仓 |
| UNP | UNION PAC CORP 看涨期权 | $265 | 0.00% | 100 | 100 | — | $265 | 新建仓 |
| ESS | ESSEX PPTY TR INC 看涨期权 | $265 | 0.00% | 100 | 100 | — | $265 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $270 | 0.00% | 100 | 100 | — | $270 | 新建仓 |
| AMGN | AMGEN INC 看涨期权 | $338 | 0.00% | 100 | 100 | — | $338 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $347 | 0.00% | 100 | 100 | — | $347 | 新建仓 |
| CRM | SALESFORCE INC 看跌期权 | $362 | 0.00% | 200 | 200 | — | $362 | 新建仓 |
| INTU | INTUIT 看涨期权 | $395 | 0.00% | 100 | 100 | — | $395 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $423 | 0.00% | 100 | 100 | — | $423 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $424 | 0.00% | 100 | 100 | — | $424 | 新建仓 |
| ADBE | ADOBE INC 看跌期权 | $488 | 0.00% | 200 | 200 | — | $488 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $662 | 0.00% | 100 | 100 | — | $662 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $848 | 0.00% | 200 | 200 | — | $848 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $906 | 0.00% | 100 | 100 | — | $906 | 新建仓 |
| ASML | ASML HLDG NV 看涨期权 | $1,394 | 0.00% | 100 | 100 | — | $1,394 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,136 | 0.00% | 300 | 300 | — | $2,136 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2,136 | 0.00% | 300 | 300 | — | $2,136 | 新建仓 |
| — | BIOXCEL THERAPEUTICS INC | $1.56万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ATLASCLEAR HOLDINGS INC | $1.78万 | 0.00% | 61,000 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC | $2.07万 | 0.00% | 59,575 | 59,575 | — | $2.07万 | 新建仓 |
| — | UNITED HOMES GROUP INC | $2.24万 | 0.00% | 19,000 | 19,000 | — | $2.24万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.63万 | 0.00% | 10,000 | 10,000 | — | $2.63万 | 新建仓 |
| — | SENESTECH INC | $2.71万 | 0.00% | 19,119 | 19,119 | — | $2.71万 | 新建仓 |
| — | SUNPOWER INC | $2.88万 | 0.00% | 34,737 | 34,737 | — | $2.88万 | 新建仓 |
| OPK | OPKO HEALTH INC | $3.33万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $3.36万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | IRIDEX CORP | $3.49万 | 0.00% | 33,840 | 33,840 | — | $3.49万 | 新建仓 |
| GOOGL | ALPHABET INC 看涨期权 | $3.50万 | 0.00% | 10,000 | 10,000 | — | $3.50万 | 新建仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $3.61万 | 0.00% | 12,187 | 12,187 | — | $3.61万 | 新建仓 |
| — | MICROVISION INC DEL | $3.82万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $4.28万 | 0.00% | 11,359 | 11,359 | — | $4.28万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $5.19万 | 0.00% | 21,885 | 21,885 | — | $5.19万 | 新建仓 |
| — | CURIOSITYSTREAM INC | $5.34万 | 0.00% | 17,287 | 17,287 | — | $5.34万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5.59万 | 0.00% | 10,101 | 10,101 | — | $5.59万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $5.76万 | 0.00% | 11,641 | 11,641 | — | $5.76万 | 新建仓 |
| — | VIRTRA INC | $5.83万 | 0.00% | 13,249 | 13,249 | — | $5.83万 | 新建仓 |
| — | DOCGO INC | $5.98万 | 0.00% | 84,514 | 0 | 0.0% | — | 不变 |
| — | YATSEN HLDG LTD | $6.41万 | 0.00% | 23,220 | -97,581 | -80.8% | -$26.93万 | 减仓 |
| UAA | UNDER ARMOUR INC | $7.62万 | 0.00% | 12,355 | 12,355 | — | $7.62万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $8.50万 | 0.00% | 22,251 | 2,251 | 11.3% | $8,599 | 加仓 |
| IBRX | IMMUNITYBIO INC | $9.04万 | 0.00% | 12,995 | 12,995 | — | $9.04万 | 新建仓 |
| — | IZEA WORLDWIDE INC | $11.87万 | 0.00% | 27,665 | 27,665 | — | $11.87万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $12.11万 | 0.00% | 10,591 | -809 | -7.1% | -$9,251 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.15万 | 0.00% | 14,433 | 14,433 | — | $12.15万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $12.59万 | 0.00% | 11,679 | 11,679 | — | $12.59万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $12.79万 | 0.00% | 20,174 | 20,174 | — | $12.79万 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $13.26万 | 0.00% | 15,785 | 15,785 | — | $13.26万 | 新建仓 |
| WU | WESTERN UN CO | $13.90万 | 0.00% | 15,482 | 15,482 | — | $13.90万 | 新建仓 |
| — | CREXENDO INC | $13.92万 | 0.00% | 21,217 | 21,217 | — | $13.92万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $14.37万 | 0.00% | 18,356 | 2,413 | 15.1% | $1.89万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $14.60万 | 0.00% | 12,862 | 100 | 0.8% | $1,135 | 加仓 |
| — | TECHPRECISION CORP | $14.95万 | 0.00% | 35,288 | 35,288 | — | $14.95万 | 新建仓 |
| HLN | HALEON PLC | $14.97万 | 0.00% | 16,091 | 16,091 | — | $14.97万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $15.18万 | 0.00% | 15,000 | 5,000 | 50.0% | $5.06万 | 加仓 |
| UTZ | UTZ BRANDS INC | $15.99万 | 0.00% | 20,628 | 3,936 | 23.6% | $3.05万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.10万 | 0.00% | 17,552 | 17,552 | — | $16.10万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $16.36万 | 0.00% | 15,234 | 233 | 1.6% | $2,502 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $16.41万 | 0.00% | 22,088 | 22,088 | — | $16.41万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $16.86万 | 0.00% | 34,840 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $17.18万 | 0.00% | 48,932 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $17.39万 | 0.00% | 12,438 | 12,438 | — | $17.39万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $18.26万 | 0.00% | 31,844 | 18,735 | 142.9% | $10.74万 | 重新持有 |
| FBRT | FRANKLIN BSP RLTY TR INC | $19.01万 | 0.00% | 22,011 | 22,011 | — | $19.01万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $19.08万 | 0.00% | 11,777 | 11,777 | — | $19.08万 | 新建仓 |
| GRFS | GRIFOLS S A | $19.39万 | 0.00% | 24,509 | -85,636 | -77.7% | -$67.74万 | 减仓 |
| — | ISHARES TR | $20.01万 | 0.00% | 7,294 | 7,294 | — | $20.01万 | 新建仓 |
| COPX | GLOBAL X FDS | $20.01万 | 0.00% | 2,574 | 2,574 | — | $20.01万 | 新建仓 |