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 |
|---|---|---|---|---|---|---|---|---|
| CBRS | CEREBRAS SYSTEMS INC | $26.20万 | 0.00% | 1,389 | 1,389 | — | $26.20万 | 新建仓 |
| SUI | SUN CMNTYS INC | $26.19万 | 0.00% | 2,157 | 2,157 | — | $26.19万 | 新建仓 |
| MOG/A | MOOG INC | $26.05万 | 0.00% | 624 | 624 | — | $26.05万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $25.95万 | 0.00% | 11,031 | 1,671 | 17.9% | $3.93万 | 加仓 |
| FLEX | FLEX LTD | $25.88万 | 0.00% | 2,230 | 2,230 | — | $25.88万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $25.76万 | 0.00% | 536 | -83 | -13.4% | -$3.99万 | 减仓 |
| HYD | VANECK ETF TRUST | $25.57万 | 0.00% | 5,072 | 5,072 | — | $25.57万 | 新建仓 |
| HAS | HASBRO INC | $25.39万 | 0.00% | 2,802 | 111 | 4.1% | $1.01万 | 加仓 |
| LII | LENNOX INTL INC | $25.31万 | 0.00% | 462 | 2 | 0.4% | $1,096 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $25.20万 | 0.00% | 1,784 | -63 | -3.4% | -$8,898 | 减仓 |
| DLN | WISDOMTREE TR | $25.13万 | 0.00% | 2,552 | 2,552 | — | $25.13万 | 新建仓 |
| RMOP | TIDAL TRUST III | $25.05万 | 0.00% | 9,942 | -630 | -6.0% | -$1.59万 | 减仓 |
| XAR | SPDR SERIES TRUST | $25.03万 | 0.00% | 916 | 9 | 1.0% | $2,459 | 加仓 |
| PCAR | PACCAR INC | $25.02万 | 0.00% | 1,875 | -508 | -21.3% | -$6.78万 | 减仓 |
| SF | STIFEL FINL CORP | $24.96万 | 0.00% | 3,030 | -119 | -3.8% | -$9,802 | 减仓 |
| NXT | NEXTPOWER INC | $24.95万 | 0.00% | 2,405 | -36 | -1.5% | -$3,734 | 减仓 |
| AZO | AUTOZONE INC | $24.91万 | 0.00% | 81 | 81 | — | $24.91万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $24.91万 | 0.00% | 1,473 | 1,473 | — | $24.91万 | 新建仓 |
| EWJ | ISHARES INC | $24.80万 | 0.00% | 2,710 | 2,710 | — | $24.80万 | 新建仓 |
| AEG | AEGON LTD | $24.74万 | 0.00% | 27,006 | -157,663 | -85.4% | -$144.42万 | 减仓 |
| NWG | NATWEST GROUP PLC | $24.71万 | 0.00% | 13,494 | -15,944 | -54.2% | -$29.19万 | 减仓 |
| NUSC | NUSHARES ETF TR | $24.69万 | 0.00% | 4,818 | 4,818 | — | $24.69万 | 新建仓 |
| DDOG | DATADOG INC | $24.67万 | 0.00% | 980 | 980 | — | $24.67万 | 新建仓 |
| MDB | MONGODB INC | $24.65万 | 0.00% | 796 | 13 | 1.7% | $4,026 | 加仓 |
| USD | PROSHARES TR | $24.63万 | 0.00% | 3,071 | -157 | -4.9% | -$1.26万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $24.55万 | 0.00% | 742 | 67 | 9.9% | $2.22万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $24.55万 | 0.00% | 961 | 961 | — | $24.55万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $24.54万 | 0.00% | 840 | -192 | -18.6% | -$5.61万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $24.54万 | 0.00% | 7,478 | 7,478 | — | $24.54万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $24.53万 | 0.00% | 1,903 | 1,903 | — | $24.53万 | 新建仓 |
| — | ISHARES U S ETF TR | $24.45万 | 0.00% | 10,069 | 1,174 | 13.2% | $2.85万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $24.44万 | 0.00% | 6,697 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES U S ETF TR | $24.40万 | 0.00% | 2,644 | 314 | 13.5% | $2.90万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $24.32万 | 0.00% | 4,977 | -1,149 | -18.8% | -$5.61万 | 减仓 |
| AOM | ISHARES TR | $24.21万 | 0.00% | 4,945 | -414 | -7.7% | -$2.03万 | 减仓 |
| IGLB | ISHARES TR | $24.10万 | 0.00% | 4,990 | -81 | -1.6% | -$3,912 | 减仓 |
| FROG | JFROG LTD | $24.03万 | 0.00% | 2,958 | 2,958 | — | $24.03万 | 新建仓 |
| SHV | ISHARES TR | $23.93万 | 0.00% | 2,170 | -369 | -14.5% | -$4.07万 | 减仓 |
| — | TRAEGER INC | $23.57万 | 0.00% | 3,851 | 3,851 | — | $23.57万 | 新建仓 |
| — | IDEAL PWR INC | $23.53万 | 0.00% | 59,877 | 59,877 | — | $23.53万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $23.41万 | 0.00% | 1,798 | 1,798 | — | $23.41万 | 新建仓 |
| GMED | GLOBUS MED INC | $23.29万 | 0.00% | 2,976 | 366 | 14.0% | $2.86万 | 加仓 |
| ADSK | AUTODESK INC | $23.28万 | 0.00% | 1,030 | -4,151 | -80.1% | -$93.81万 | 减仓 |
| DXJ | WISDOMTREE TR | $23.22万 | 0.00% | 1,308 | -33 | -2.5% | -$5,857 | 减仓 |
| HSIC | SCHEIN HENRY INC | $23.20万 | 0.00% | 2,742 | 2,742 | — | $23.20万 | 新建仓 |
| FXI | ISHARES TR | $23.17万 | 0.00% | 6,566 | -2,935 | -30.9% | -$10.36万 | 减仓 |
| ILCV | ISHARES TR | $23.10万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $23.08万 | 0.00% | 6,097 | 6,097 | — | $23.08万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $22.95万 | 0.00% | 1,767 | -49 | -2.7% | -$6,363 | 减仓 |
| OKLO | OKLO INC | $22.92万 | 0.00% | 5,483 | -402 | -6.8% | -$1.68万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.83万 | 0.00% | 3,735 | 3,735 | — | $22.83万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $22.79万 | 0.00% | 12,281 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.70万 | 0.00% | 1,900 | -45 | -2.3% | -$5,376 | 减仓 |
| FXY | INVESCO CURRENCYSHARES | $22.62万 | 0.00% | 4,039 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP | $22.57万 | 0.00% | 27,096 | 27,096 | — | $22.57万 | 新建仓 |
| DEO | DIAGEO PLC | $22.54万 | 0.00% | 2,646 | 2,646 | — | $22.54万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $22.50万 | 0.00% | 4,299 | 114 | 2.7% | $5,967 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.48万 | 0.00% | 6,306 | 162 | 2.6% | $5,775 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $22.44万 | 0.00% | 3,905 | -31,138 | -88.9% | -$178.96万 | 减仓 |
| MORN | MORNINGSTAR INC | $22.34万 | 0.00% | 1,224 | -4,727 | -79.4% | -$86.26万 | 减仓 |
| IBDW | ISHARES TR | $22.33万 | 0.00% | 10,830 | 10,830 | — | $22.33万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $22.31万 | 0.00% | 2,058 | -223 | -9.8% | -$2.42万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $22.29万 | 0.00% | 3,135 | 22 | 0.7% | $1,564 | 加仓 |
| — | DOMO INC | $22.26万 | 0.00% | 62,340 | 13,408 | 27.4% | $4.79万 | 加仓 |
| HLN | HALEON PLC | $22.18万 | 0.00% | 22,312 | 6,221 | 38.7% | $6.18万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $22.09万 | 0.00% | 2,315 | -226 | -8.9% | -$2.16万 | 减仓 |
| APG | API GROUP CORP | $22.03万 | 0.00% | 5,518 | 132 | 2.5% | $5,270 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $22.01万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $21.84万 | 0.00% | 2,056 | -867 | -29.7% | -$9.21万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.81万 | 0.00% | 2,754 | 2,754 | — | $21.81万 | 新建仓 |
| COPX | GLOBAL X FDS | $21.72万 | 0.00% | 2,788 | 214 | 8.3% | $1.67万 | 加仓 |
| WCC | WESCO INTL INC | $21.64万 | 0.00% | 640 | 640 | — | $21.64万 | 新建仓 |
| MLI | MUELLER INDS INC | $21.63万 | 0.00% | 3,371 | 1,603 | 90.7% | $10.29万 | 加仓 |
| IBDU | ISHARES TR | $21.58万 | 0.00% | 9,378 | 9,378 | — | $21.58万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $21.50万 | 0.00% | 4,326 | 47 | 1.1% | $2,336 | 加仓 |
| MOD | MODINE MFG CO | $21.34万 | 0.00% | 926 | -132 | -12.5% | -$3.04万 | 减仓 |
| IBMO | ISHARES TR | $21.33万 | 0.00% | 8,322 | 50 | 0.6% | $1,282 | 加仓 |
| EBND | SPDR SERIES TRUST | $21.31万 | 0.00% | 10,251 | 10,251 | — | $21.31万 | 新建仓 |
| DIVB | ISHARES TR | $21.29万 | 0.00% | 3,269 | 3,269 | — | $21.29万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $21.20万 | 0.00% | 21,654 | 3,298 | 18.0% | $3.23万 | 加仓 |
| — | PROSHARES TR | $21.19万 | 0.00% | 2,215 | 2,215 | — | $21.19万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $21.04万 | 0.00% | 2,152 | 2,152 | — | $21.04万 | 新建仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $21.03万 | 0.00% | 4,420 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $21.03万 | 0.00% | 7,059 | -3,854 | -35.3% | -$11.48万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.93万 | 0.00% | 6,305 | 6,305 | — | $20.93万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.73万 | 0.00% | 5,236 | 5,236 | — | $20.73万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $20.72万 | 0.00% | 719 | 719 | — | $20.72万 | 新建仓 |
| KT | KT CORP | $20.68万 | 0.00% | 11,042 | -11,552 | -51.1% | -$21.64万 | 减仓 |
| IDCC | INTERDIGITAL INC | $20.67万 | 0.00% | 797 | -35 | -4.2% | -$9,078 | 减仓 |
| ONEY | SPDR SERIES TRUST | $20.62万 | 0.00% | 1,553 | 1,553 | — | $20.62万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $20.55万 | 0.00% | 1,686 | -219 | -11.5% | -$2.67万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $20.40万 | 0.00% | 678 | 678 | — | $20.40万 | 新建仓 |
| — | ISHARES TR | $20.39万 | 0.00% | 7,294 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $20.30万 | 0.00% | 4,714 | 4,714 | — | $20.30万 | 新建仓 |
| CALF | PACER FDS TR | $20.24万 | 0.00% | 3,777 | 3,777 | — | $20.24万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $20.21万 | 0.00% | 6,938 | 6,938 | — | $20.21万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $20.15万 | 0.00% | 5,602 | 5,602 | — | $20.15万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $20.12万 | 0.00% | 2,932 | 2,932 | — | $20.12万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $20.01万 | 0.00% | 7,917 | 91 | 1.2% | $2,300 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $19.70万 | 0.00% | 11,985 | 208 | 1.8% | $3,419 | 加仓 |