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 |
|---|---|---|---|---|---|---|---|---|
| RELX | RELX PLC | $44.87万 | 0.01% | 12,585 | -2,332 | -15.6% | -$8.31万 | 减仓 |
| ATRC | ATRICURE INC | $44.82万 | 0.01% | 11,993 | 362 | 3.1% | $1.35万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $44.81万 | 0.01% | 3,897 | -8,315 | -68.1% | -$95.62万 | 减仓 |
| ILCG | ISHARES TR | $44.80万 | 0.01% | 4,037 | 1,672 | 70.7% | $18.55万 | 加仓 |
| REET | ISHARES TR | $44.64万 | 0.01% | 15,505 | 2,596 | 20.1% | $7.47万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $44.57万 | 0.01% | 3,232 | -134 | -4.0% | -$1.85万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $44.48万 | 0.01% | 1,230 | -5,162 | -80.8% | -$186.67万 | 减仓 |
| — | VANECK ETF TRUST | $44.37万 | 0.01% | 9,607 | 9,607 | — | $44.37万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.21万 | 0.01% | 2,506 | 909 | 56.9% | $16.04万 | 加仓 |
| IJT | ISHARES TR | $44.13万 | 0.01% | 2,557 | -302 | -10.6% | -$5.21万 | 减仓 |
| DAL | DELTA AIR LINES INC | $44.13万 | 0.01% | 5,092 | -149 | -2.8% | -$1.29万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $43.93万 | 0.01% | 4,080 | -864 | -17.5% | -$9.30万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $43.83万 | 0.01% | 130,100 | 130,000 | 130,000.0% | $43.80万 | 加仓 |
| — | NEOS ETF TRUST | $43.40万 | 0.01% | 7,965 | 7,965 | — | $43.40万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $43.15万 | 0.01% | 16,890 | -932 | -5.2% | -$2.38万 | 减仓 |
| TOL | TOLL BROTHERS INC | $42.90万 | 0.01% | 2,841 | -19 | -0.7% | -$2,869 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $42.76万 | 0.01% | 10,025 | -975 | -8.9% | -$4.16万 | 减仓 |
| BALL | BALL CORP | $42.73万 | 0.01% | 6,607 | 6,607 | — | $42.73万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $42.69万 | 0.01% | 15,187 | 182 | 1.2% | $5,116 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $42.54万 | 0.01% | 8,880 | -105 | -1.2% | -$5,030 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.49万 | 0.01% | 3,158 | -1,260 | -28.5% | -$16.95万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $42.35万 | 0.01% | 1,437 | 14 | 1.0% | $4,126 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $42.29万 | 0.01% | 12,321 | 713 | 6.1% | $2.45万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $41.91万 | 0.01% | 2,140 | 324 | 17.8% | $6.34万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $41.90万 | 0.01% | 2,637 | 12 | 0.5% | $1,907 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $41.89万 | 0.01% | 5,044 | 1,134 | 29.0% | $9.42万 | 加仓 |
| DHR | DANAHER CORP DEL | $41.87万 | 0.01% | 2,131 | -190 | -8.2% | -$3.73万 | 减仓 |
| QXO | QXO INC | $41.87万 | 0.01% | 29,632 | 3,723 | 14.4% | $5.26万 | 加仓 |
| COHR | COHERENT CORP | $41.86万 | 0.01% | 1,543 | -165 | -9.7% | -$4.48万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $41.44万 | 0.01% | 9,026 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.41万 | 0.01% | 5,049 | 130 | 2.6% | $1.07万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $41.17万 | 0.01% | 10,606 | 1,734 | 19.5% | $6.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.08万 | 0.01% | 9,225 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $41.00万 | 0.01% | 2,783 | 20 | 0.7% | $2,946 | 加仓 |
| SNY | SANOFI SA | $40.85万 | 0.01% | 9,285 | 2,148 | 30.1% | $9.45万 | 加仓 |
| DVY | ISHARES TR | $40.58万 | 0.01% | 2,486 | -1,158 | -31.8% | -$18.90万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $40.56万 | 0.01% | 20,252 | 20,252 | — | $40.56万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $40.56万 | 0.01% | 1,707 | 528 | 44.8% | $12.54万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $40.41万 | 0.01% | 1,451 | -1,364 | -48.5% | -$37.98万 | 减仓 |
| MSTR | STRATEGY INC | $40.40万 | 0.01% | 4,095 | 2,137 | 109.1% | $21.08万 | 加仓 |
| MANU | MANCHESTER UTD PLC NEW | $40.37万 | 0.01% | 17,560 | 17,560 | — | $40.37万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $40.36万 | 0.01% | 8,820 | 133 | 1.5% | $6,086 | 加仓 |
| SYSB | ISHARES TR | $40.26万 | 0.01% | 4,606 | 715 | 18.4% | $6.25万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $40.18万 | 0.01% | 10,478 | 3,887 | 59.0% | $14.91万 | 加仓 |
| SLQD | ISHARES TR | $40.15万 | 0.01% | 8,013 | 8,013 | — | $40.15万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $40.15万 | 0.01% | 21,547 | 21,547 | — | $40.15万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $40.07万 | 0.01% | 2,133 | 2,133 | — | $40.07万 | 新建仓 |
| YUM | YUM BRANDS INC | $39.55万 | 0.01% | 2,676 | -20 | -0.7% | -$2,956 | 减仓 |
| — | DBX ETF TR | $39.41万 | 0.01% | 8,970 | 223 | 2.5% | $9,799 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $39.37万 | 0.01% | 8,090 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $39.37万 | 0.01% | 10,754 | -9,238 | -46.2% | -$33.82万 | 减仓 |
| AVTR | AVANTOR INC | $39.36万 | 0.01% | 33,469 | 6,659 | 24.8% | $7.83万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $39.34万 | 0.01% | 15,631 | 217 | 1.4% | $5,461 | 加仓 |
| IWS | ISHARES TR | $39.25万 | 0.01% | 2,344 | 364 | 18.4% | $6.10万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $39.16万 | 0.01% | 1,198 | 1,198 | — | $39.16万 | 新建仓 |
| WELL | WELLTOWER INC | $39.02万 | 0.01% | 1,571 | 407 | 35.0% | $10.11万 | 加仓 |
| SOLV | SOLVENTUM CORP | $39.00万 | 0.01% | 4,847 | 153 | 3.3% | $1.23万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.95万 | 0.01% | 22,697 | 22,697 | — | $38.95万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $38.94万 | 0.01% | 15,932 | 172 | 1.1% | $4,204 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $38.85万 | 0.01% | 2,238 | 2,238 | — | $38.85万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $38.83万 | 0.01% | 19,153 | 6,794 | 55.0% | $13.78万 | 加仓 |
| ATI | ATI INC | $38.80万 | 0.01% | 2,014 | 2,014 | — | $38.80万 | 新建仓 |
| GWW | WW GRAINGER INC | $38.74万 | 0.01% | 277 | -7 | -2.5% | -$9,789 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $38.72万 | 0.01% | 13,146 | -70 | -0.5% | -$2,062 | 减仓 |
| VPU | VANGUARD WORLD FD | $38.63万 | 0.01% | 1,961 | 50 | 2.6% | $9,851 | 加仓 |
| SDOG | ALPS ETF TR | $38.62万 | 0.01% | 5,349 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $38.41万 | 0.01% | 1,387 | 1,387 | — | $38.41万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $38.31万 | 0.01% | 7,679 | 2,028 | 35.9% | $10.12万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $38.29万 | 0.01% | 2,731 | 302 | 12.4% | $4.23万 | 加仓 |
| — | GLOBAL X FDS | $38.14万 | 0.01% | 8,547 | 8,547 | — | $38.14万 | 新建仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $38.08万 | 0.01% | 13,125 | 6,194 | 89.4% | $17.97万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $38.08万 | 0.01% | 14,326 | 14,326 | — | $38.08万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $37.98万 | 0.01% | 11,368 | 67 | 0.6% | $2,238 | 加仓 |
| NCNO | NCINO INC | $37.96万 | 0.01% | 21,507 | -1,594 | -6.9% | -$2.81万 | 减仓 |
| TQQQ | PROSHARES TR | $37.84万 | 0.01% | 5,969 | -4,557 | -43.3% | -$28.89万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $37.67万 | 0.01% | 23,858 | 2,826 | 13.4% | $4.46万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $37.55万 | 0.01% | 6,878 | 819 | 13.5% | $4.47万 | 加仓 |
| PODD | INSULET CORP | $37.40万 | 0.01% | 2,267 | -5,961 | -72.4% | -$98.34万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $37.27万 | 0.01% | 10,456 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $37.15万 | 0.01% | 22,525 | 3,209 | 16.6% | $5.29万 | 加仓 |
| — | GLOBAL X FDS | $37.10万 | 0.01% | 10,580 | -2,796 | -20.9% | -$9.80万 | 减仓 |
| SUSB | ISHARES TR | $37.04万 | 0.01% | 14,930 | 14,930 | — | $37.04万 | 新建仓 |
| ARGT | GLOBAL X FDS | $37.01万 | 0.01% | 3,953 | 3,953 | — | $37.01万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $37.01万 | 0.01% | 18,690 | 337 | 1.8% | $6,673 | 加仓 |
| AXON | AXON ENTERPRISE INC | $36.97万 | 0.01% | 704 | -12 | -1.7% | -$6,302 | 减仓 |
| RSG | REPUBLIC SVCS INC | $36.95万 | 0.01% | 1,704 | 270 | 18.8% | $5.85万 | 加仓 |
| ING | ING GROEP N.V. | $36.95万 | 0.01% | 11,032 | 3,197 | 40.8% | $10.71万 | 加仓 |
| IOO | ISHARES TR | $36.79万 | 0.01% | 2,676 | 349 | 15.0% | $4.80万 | 加仓 |
| IBDX | ISHARES TR | $36.63万 | 0.01% | 14,736 | 946 | 6.9% | $2.35万 | 加仓 |
| UGI | UGI CORP NEW | $36.30万 | 0.01% | 9,840 | 9,840 | — | $36.30万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $36.24万 | 0.01% | 18,577 | 262 | 1.4% | $5,112 | 加仓 |
| APPF | APPFOLIO INC | $36.11万 | 0.01% | 2,140 | 73 | 3.5% | $1.23万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $36.06万 | 0.01% | 5,154 | -91 | -1.7% | -$6,366 | 减仓 |
| IGF | ISHARES TR | $35.49万 | 0.01% | 5,308 | -12,583 | -70.3% | -$84.14万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $35.41万 | 0.01% | 6,986 | 241 | 3.6% | $1.22万 | 加仓 |
| MLN | VANECK ETF TRUST | $35.16万 | 0.01% | 20,162 | 2,433 | 13.7% | $4.24万 | 加仓 |
| NGG | NATIONAL GRID PLC | $35.16万 | 0.01% | 4,329 | -109 | -2.5% | -$8,852 | 减仓 |
| NOBL | PROSHARES TR | $35.10万 | 0.01% | 6,107 | 6,107 | — | $35.10万 | 新建仓 |
| DGRW | WISDOMTREE TR | $35.09万 | 0.01% | 3,670 | -141 | -3.7% | -$1.35万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $34.97万 | 0.01% | 5,006 | 235 | 4.9% | $1.64万 | 加仓 |