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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TR | $0 | 0.00% | 0 | -363,092 | -100.0% | -$2,276.22万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -93,719 | -100.0% | -$466.63万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -120,319 | -100.0% | -$334.87万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -10,675 | -100.0% | -$235.16万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -13,173 | -100.0% | -$201.80万 | 清仓 |
| EWU | ISHARES TR | $0 | 0.00% | 0 | -41,707 | -100.0% | -$191.81万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -45,431 | -100.0% | -$175.59万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -800,000 | -100.0% | -$167.40万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -54,320 | -100.0% | -$158.89万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -39,393 | -100.0% | -$155.80万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -34,389 | -100.0% | -$131.54万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -13,551 | -100.0% | -$123.14万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -46,564 | -100.0% | -$121.58万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -8,500 | -100.0% | -$105.40万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -11,604 | -100.0% | -$102.83万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -40,124 | -100.0% | -$102.64万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -4,699 | -100.0% | -$101.28万 | 清仓 |
| UFO | PROCURE ETF TRUST II | $0 | 0.00% | 0 | -17,745 | -100.0% | -$88.03万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -16,103 | -100.0% | -$87.99万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -5,777 | -100.0% | -$81.80万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$74.87万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -12,585 | -100.0% | -$69.44万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -9,776 | -100.0% | -$56.39万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -5,044 | -100.0% | -$53.87万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -2,050 | -100.0% | -$51.28万 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -13,751 | -100.0% | -$44.58万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -7,341 | -100.0% | -$40.16万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -5,438 | -100.0% | -$38.32万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -7,815 | -100.0% | -$36.68万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -10,119 | -100.0% | -$36.08万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -5,045 | -100.0% | -$34.72万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -5,206 | -100.0% | -$31.01万 | 清仓 |
| ARKQ | ARK ETF TR | $0 | 0.00% | 0 | -2,313 | -100.0% | -$28.51万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,063 | -100.0% | -$26.39万 | 清仓 |
| — | VIRTUS ETF TR II | $0 | 0.00% | 0 | -11,070 | -100.0% | -$25.71万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -6,359 | -100.0% | -$25.64万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,454 | -100.0% | -$24.83万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -9,588 | -100.0% | -$24.22万 | 清仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $0 | 0.00% | 0 | -35,830 | -100.0% | -$23.60万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -703 | -100.0% | -$23.36万 | 清仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $0 | 0.00% | 0 | -15,619 | -100.0% | -$23.26万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -2,286 | -100.0% | -$23.24万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -10,548 | -100.0% | -$23.24万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -4,710 | -100.0% | -$23.10万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1,704 | -100.0% | -$23.01万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,417 | -100.0% | -$22.78万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,716 | -100.0% | -$21.96万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,780 | -100.0% | -$21.79万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,680 | -100.0% | -$21.63万 | 清仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $0 | 0.00% | 0 | -873 | -100.0% | -$21.53万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -2,951 | -100.0% | -$21.49万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,227 | -100.0% | -$21.11万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -782 | -100.0% | -$21.09万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -7,352 | -100.0% | -$20.71万 | 清仓 |
| GRFS | GRIFOLS S A | $0 | 0.00% | 0 | -24,509 | -100.0% | -$19.39万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -20,174 | -100.0% | -$12.79万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -22,251 | -100.0% | -$8.50万 | 清仓 |
| — | YATSEN HLDG LTD | $0 | 0.00% | 0 | -23,220 | -100.0% | -$6.41万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -21,885 | -100.0% | -$5.19万 | 清仓 |
| BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | -11,359 | -100.0% | -$4.28万 | 清仓 |
| GOOGL | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.50万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.63万 | 清仓 |
| — | UNITED HOMES GROUP INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$2.24万 | 清仓 |
| F | FORD MTR CO 看涨期权 | $15 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| T | AT&T INC 看涨期权 | $24 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC 看涨期权 | $24 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC 看跌期权 | $24 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC 看跌期权 | $42 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW 看跌期权 | $64 | 0.00% | 100 | 100 | — | $64 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW 看涨期权 | $64 | 0.00% | 100 | 100 | — | $64 | 新建仓 |
| ZTS | ZOETIS INC 看涨期权 | $77 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC 看跌期权 | $81 | 0.00% | 100 | 100 | — | $81 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $84 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $113 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC 看涨期权 | $133 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC 看跌期权 | $133 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP 看跌期权 | $178 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION 看涨期权 | $190 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $197 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看跌期权 | $231 | 0.00% | 100 | 100 | — | $231 | 新建仓 |
| ADBE | ADOBE INC 看涨期权 | $238 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC 看涨期权 | $257 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC 看涨期权 | $291 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP 看涨期权 | $299 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT 看涨期权 | $304 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $317 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看跌期权 | $327 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC 看跌期权 | $348 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC 看涨期权 | $376 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $389 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC 看跌期权 | $476 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $479 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看跌期权 | $682 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $1,048 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV 看涨期权 | $1,655 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,217 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2,217 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | GENIUS GROUP LTD | $3,496 | 0.00% | 21,187 | 21,187 | — | $3,496 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $6,369 | 0.00% | 10,265 | 10,265 | — | $6,369 | 新建仓 |
| — | ATLASCLEAR HOLDINGS INC | $1.10万 | 0.00% | 61,000 | 0 | 0.0% | — | 不变 |