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 |
|---|---|---|---|---|---|---|---|---|
| EBAY | EBAY INC. | $34.93万 | 0.01% | 3,085 | 318 | 11.5% | $3.60万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $34.74万 | 0.01% | 21,889 | -165,808 | -88.3% | -$263.14万 | 减仓 |
| EIX | EDISON INTL | $34.57万 | 0.01% | 4,396 | -5,894 | -57.3% | -$46.35万 | 减仓 |
| IWP | ISHARES TR | $34.49万 | 0.01% | 2,509 | -1,712 | -40.6% | -$23.53万 | 减仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $34.29万 | 0.01% | 28,036 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $33.87万 | 0.01% | 4,188 | 4,188 | — | $33.87万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $33.85万 | 0.01% | 30,363 | -965 | -3.1% | -$1.08万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $33.68万 | 0.01% | 9,467 | 273 | 3.0% | $9,714 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $33.63万 | 0.01% | 10,628 | 1,268 | 13.5% | $4.01万 | 加仓 |
| SUSA | ISHARES TR | $33.45万 | 0.01% | 2,198 | 2,198 | — | $33.45万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $33.19万 | 0.01% | 9,700 | 9,700 | — | $33.19万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $32.95万 | 0.01% | 1,256 | -112 | -8.2% | -$2.94万 | 减仓 |
| GAP | GAP INC | $32.94万 | 0.01% | 16,770 | -2,526 | -13.1% | -$4.96万 | 减仓 |
| IWV | ISHARES TR | $32.60万 | 0.01% | 774 | -138 | -15.1% | -$5.81万 | 减仓 |
| PCB | PCB BANCORP | $32.59万 | 0.01% | 11,644 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $32.57万 | 0.01% | 6,338 | 6,338 | — | $32.57万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $32.50万 | 0.01% | 4,038 | -351 | -8.0% | -$2.82万 | 减仓 |
| EVUS | ISHARES TR | $32.34万 | 0.01% | 9,030 | -550 | -5.7% | -$1.97万 | 减仓 |
| BSVO | EA SERIES TRUST | $32.25万 | 0.01% | 10,972 | 10,972 | — | $32.25万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $32.10万 | 0.01% | 17,746 | 17,746 | — | $32.10万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $32.01万 | 0.01% | 6,985 | 6,985 | — | $32.01万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $31.75万 | 0.01% | 4,162 | -3,170 | -43.2% | -$24.18万 | 减仓 |
| UTZ | UTZ BRANDS INC | $31.73万 | 0.01% | 22,533 | 1,905 | 9.2% | $2.68万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.49万 | 0.01% | 1,040 | 1,040 | — | $31.49万 | 新建仓 |
| XEL | XCEL ENERGY INC | $31.48万 | 0.01% | 3,900 | 450 | 13.0% | $3.63万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $31.43万 | 0.01% | 6,265 | 964 | 18.2% | $4.84万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $31.40万 | 0.01% | 5,893 | 209 | 3.7% | $1.11万 | 加仓 |
| CTVA | CORTEVA INC | $31.40万 | 0.01% | 3,585 | -143 | -3.8% | -$1.25万 | 减仓 |
| CMS | CMS ENERGY CORP | $31.30万 | 0.01% | 4,215 | 932 | 28.4% | $6.92万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $31.25万 | 0.01% | 1,597 | 38 | 2.4% | $7,437 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $31.19万 | 0.01% | 10,850 | 1,700 | 18.6% | $4.89万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $31.19万 | 0.01% | 10,009 | -5,100 | -33.8% | -$15.89万 | 减仓 |
| OMC | OMNICOM GROUP INC | $31.15万 | 0.01% | 3,780 | -34 | -0.9% | -$2,802 | 减仓 |
| SFL | SFL CORPORATION LTD | $31.13万 | 0.01% | 26,075 | 2,299 | 9.7% | $2.75万 | 加仓 |
| EXEL | EXELIXIS INC | $31.07万 | 0.01% | 5,567 | 5,567 | — | $31.07万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.03万 | 0.01% | 1,225 | 99 | 8.8% | $2.51万 | 加仓 |
| SHLD | GLOBAL X FDS | $31.01万 | 0.01% | 4,856 | -3,619 | -42.7% | -$23.11万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $30.92万 | 0.01% | 2,489 | -53 | -2.1% | -$6,584 | 减仓 |
| BILS | SPDR SERIES TRUST | $30.86万 | 0.01% | 3,106 | 3,106 | — | $30.86万 | 新建仓 |
| KMT | KENNAMETAL INC | $30.77万 | 0.01% | 8,713 | 216 | 2.5% | $7,629 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.73万 | 0.01% | 1,761 | -2 | -0.1% | -$349 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $30.66万 | 0.01% | 3,140 | -1,344 | -30.0% | -$13.12万 | 减仓 |
| DINO | HF SINCLAIR CORP | $30.60万 | 0.01% | 3,371 | 3,371 | — | $30.60万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $30.59万 | 0.01% | 6,944 | 365 | 5.5% | $1.61万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $30.59万 | 0.01% | 8,370 | -939 | -10.1% | -$3.43万 | 减仓 |
| VDE | VANGUARD WORLD FD | $30.41万 | 0.01% | 1,848 | 186 | 11.2% | $3.06万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $30.38万 | 0.01% | 780 | 53 | 7.3% | $2.06万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $30.37万 | 0.01% | 7,236 | 7,236 | — | $30.37万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $30.35万 | 0.01% | 3,321 | 922 | 38.4% | $8.43万 | 加仓 |
| TLTW | ISHARES TR | $30.32万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.26万 | 0.01% | 7,731 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $30.15万 | 0.01% | 10,120 | -30,593 | -75.1% | -$91.14万 | 减仓 |
| PTC | PTC INC | $29.96万 | 0.00% | 2,393 | -9,805 | -80.4% | -$122.77万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $29.87万 | 0.00% | 12,017 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $29.82万 | 0.00% | 3,674 | 232 | 6.7% | $1.88万 | 加仓 |
| WFG | WEST FRASER TIMBER CO LTD | $29.76万 | 0.00% | 4,490 | -972 | -17.8% | -$6.44万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $29.72万 | 0.00% | 6,704 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $29.63万 | 0.00% | 8,256 | -1,045 | -11.2% | -$3.75万 | 减仓 |
| EMB | ISHARES TR | $29.62万 | 0.00% | 3,120 | -2,449 | -44.0% | -$23.25万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $29.53万 | 0.00% | 891 | 58 | 7.0% | $1.92万 | 加仓 |
| MLRG | ISHARES TR | $29.48万 | 0.00% | 2,880 | 0 | 0.0% | — | 不变 |
| — | VICTORY PORTFOLIOS II | $29.44万 | 0.00% | 4,402 | -3 | -0.1% | -$201 | 减仓 |
| RACE | FERRARI N V | $29.30万 | 0.00% | 771 | -3,105 | -80.1% | -$118.01万 | 减仓 |
| NULG | NUSHARES ETF TR | $29.16万 | 0.00% | 2,617 | -249 | -8.7% | -$2.77万 | 减仓 |
| TFC | TRUIST FINL CORP | $29.15万 | 0.00% | 5,593 | 181 | 3.3% | $9,434 | 加仓 |
| WY | WEYERHAEUSER CO | $29.14万 | 0.00% | 12,189 | -9,086 | -42.7% | -$21.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.12万 | 0.00% | 9,720 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $28.81万 | 0.00% | 3,310 | 3,310 | — | $28.81万 | 新建仓 |
| TTAN | SERVICETITAN INC | $28.79万 | 0.00% | 3,843 | 200 | 5.5% | $1.50万 | 加仓 |
| CG | CARLYLE GROUP INC | $28.77万 | 0.00% | 6,216 | 1,598 | 34.6% | $7.40万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $28.60万 | 0.00% | 2,553 | 195 | 8.3% | $2.18万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $28.54万 | 0.00% | 7,388 | 48 | 0.7% | $1,854 | 加仓 |
| KVUE | KENVUE INC | $28.44万 | 0.00% | 14,598 | -41,462 | -74.0% | -$80.77万 | 减仓 |
| P | EVERPURE INC | $28.27万 | 0.00% | 3,810 | -21 | -0.5% | -$1,558 | 减仓 |
| FAST | FASTENAL CO | $28.23万 | 0.00% | 5,926 | -672 | -10.2% | -$3.20万 | 减仓 |
| KKR | KKR & CO INC | $28.22万 | 0.00% | 2,777 | -595 | -17.6% | -$6.05万 | 减仓 |
| NDSN | NORDSON CORP | $28.17万 | 0.00% | 947 | -66 | -6.5% | -$1.96万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $27.82万 | 0.00% | 5,466 | -306 | -5.3% | -$1.56万 | 减仓 |
| SITM | SITIME CORP | $27.76万 | 0.00% | 531 | 531 | — | $27.76万 | 新建仓 |
| DEM | WISDOMTREE TR | $27.74万 | 0.00% | 5,203 | 5,203 | — | $27.74万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $27.69万 | 0.00% | 2,852 | -994 | -25.8% | -$9.65万 | 减仓 |
| SCZ | ISHARES TR | $27.67万 | 0.00% | 3,323 | 10 | 0.3% | $833 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $27.67万 | 0.00% | 5,491 | -26,075 | -82.6% | -$131.41万 | 减仓 |
| VIS | VANGUARD WORLD FD | $27.52万 | 0.00% | 783 | 783 | — | $27.52万 | 新建仓 |
| DMXF | ISHARES TR | $27.51万 | 0.00% | 3,311 | 570 | 20.8% | $4.74万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $27.43万 | 0.00% | 10,820 | 422 | 4.1% | $1.07万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $27.41万 | 0.00% | 10,663 | -1,867 | -14.9% | -$4.80万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $27.39万 | 0.00% | 6,316 | 1,300 | 25.9% | $5.64万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $27.27万 | 0.00% | 9,330 | 9,330 | — | $27.27万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $27.24万 | 0.00% | 2,177 | 2,177 | — | $27.24万 | 新建仓 |
| UMI | USCF ETF TR | $27.12万 | 0.00% | 4,508 | 21 | 0.5% | $1,263 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $27.11万 | 0.00% | 3,957 | 1 | 0.0% | $69 | 加仓 |
| IX | ORIX CORP | $26.98万 | 0.00% | 6,709 | 6,709 | — | $26.98万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $26.96万 | 0.00% | 2,110 | 2,110 | — | $26.96万 | 新建仓 |
| XYZ | BLOCK INC | $26.89万 | 0.00% | 3,310 | 3,310 | — | $26.89万 | 新建仓 |
| IBDV | ISHARES TR | $26.80万 | 0.00% | 12,409 | 1,553 | 14.3% | $3.35万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $26.50万 | 0.00% | 4,364 | 1,394 | 46.9% | $8.46万 | 加仓 |
| SNA | SNAP ON INC | $26.47万 | 0.00% | 650 | -91 | -12.3% | -$3.71万 | 减仓 |
| PFFV | GLOBAL X FDS | $26.28万 | 0.00% | 11,928 | 20 | 0.2% | $441 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $26.20万 | 0.00% | 3,489 | 657 | 23.2% | $4.93万 | 加仓 |