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 |
|---|---|---|---|---|---|---|---|---|
| IREN | IREN LIMITED | $19.53万 | 0.00% | 5,382 | 5,382 | — | $19.53万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $18.72万 | 0.00% | 10,142 | 10,142 | — | $18.72万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $17.71万 | 0.00% | 22,011 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $16.64万 | 0.00% | 11,218 | -42,773 | -79.2% | -$63.43万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $16.20万 | 0.00% | 12,697 | 259 | 2.1% | $3,305 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.07万 | 0.00% | 16,691 | -861 | -4.9% | -$8,291 | 减仓 |
| — | TECHPRECISION CORP | $15.88万 | 0.00% | 35,279 | -9 | -0.0% | -$41 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $15.36万 | 0.00% | 28,957 | -2,887 | -9.1% | -$1.53万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $15.33万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.18万 | 0.00% | 14,366 | -67 | -0.5% | -$708 | 减仓 |
| MSOS | ADVISORSHARES TR | $14.77万 | 0.00% | 34,840 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC | $14.68万 | 0.00% | 21,217 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $14.16万 | 0.00% | 10,497 | 10,497 | — | $14.16万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $13.26万 | 0.00% | 22,178 | 90 | 0.4% | $538 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $12.91万 | 0.00% | 12,862 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $12.90万 | 0.00% | 21,049 | 21,049 | — | $12.90万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $12.85万 | 0.00% | 11,679 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $11.23万 | 0.00% | 13,745 | -1,737 | -11.2% | -$1.42万 | 减仓 |
| ONDS | ONDAS INC | $11.20万 | 0.00% | 13,959 | 13,959 | — | $11.20万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.89万 | 0.00% | 10,155 | 10,155 | — | $10.89万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $10.83万 | 0.00% | 11,200 | 609 | 5.8% | $5,889 | 加仓 |
| IBRX | IMMUNITYBIO INC | $10.41万 | 0.00% | 14,896 | 1,901 | 14.6% | $1.33万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $10.19万 | 0.00% | 15,234 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $9.47万 | 0.00% | 13,015 | 13,015 | — | $9.47万 | 新建仓 |
| — | IZEA WORLDWIDE INC | $9.21万 | 0.00% | 27,665 | 0 | 0.0% | — | 不变 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $9.09万 | 0.00% | 15,785 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $8.53万 | 0.00% | 12,042 | -313 | -2.5% | -$2,216 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $7.86万 | 0.00% | 20,200 | 20,000 | 10,000.0% | $7.78万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.64万 | 0.00% | 15,556 | 15,556 | — | $7.64万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $7.13万 | 0.00% | 10,061 | 10,061 | — | $7.13万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $6.82万 | 0.00% | 100,000 | 100,000 | — | $6.82万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.58万 | 0.00% | 10,185 | 84 | 0.8% | $543 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.27万 | 0.00% | 11,502 | 11,502 | — | $6.27万 | 新建仓 |
| — | DOCGO INC | $5.32万 | 0.00% | 84,514 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED 看涨期权 | $5.08万 | 0.00% | 140,000 | 140,000 | — | $5.08万 | 新建仓 |
| TIGR | UP FINTECH HLDG LTD | $4.99万 | 0.00% | 10,173 | -34,668 | -77.3% | -$17.02万 | 减仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $4.66万 | 0.00% | 11,774 | -413 | -3.4% | -$1,635 | 减仓 |
| — | CURIOSITYSTREAM INC | $4.22万 | 0.00% | 17,287 | 0 | 0.0% | — | 不变 |
| — | VIRTRA INC | $4.16万 | 0.00% | 13,249 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $3.72万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $3.36万 | 0.00% | 11,595 | -46 | -0.4% | -$133 | 减仓 |
| — | IRIDEX CORP | $3.01万 | 0.00% | 33,840 | 0 | 0.0% | — | 不变 |
| — | IDENTIV INC | $2.88万 | 0.00% | 10,643 | 10,643 | — | $2.88万 | 新建仓 |
| — | SENESTECH INC | $2.54万 | 0.00% | 19,119 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $2.52万 | 0.00% | 20,020 | 20 | 0.1% | $25 | 加仓 |
| — | OCEAN PWR TECHNOLOGIES INC | $1.73万 | 0.00% | 119,995 | 60,420 | 101.4% | $8,700 | 加仓 |
| — | SUNPOWER INC | $1.68万 | 0.00% | 34,737 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.52万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| — | BIOXCEL THERAPEUTICS INC | $1.30万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ATLASCLEAR HOLDINGS INC | $1.10万 | 0.00% | 61,000 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $6,369 | 0.00% | 10,265 | 10,265 | — | $6,369 | 新建仓 |
| — | GENIUS GROUP LTD | $3,496 | 0.00% | 21,187 | 21,187 | — | $3,496 | 新建仓 |
| 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 |
| ASML | ASML HLDG NV 看涨期权 | $1,655 | 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 |
| QQQ | INVESCO QQQ TR 看跌期权 | $682 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $479 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC 看跌期权 | $476 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $389 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC 看涨期权 | $376 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC 看跌期权 | $348 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看跌期权 | $327 | 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 |
| INTU | INTUIT 看涨期权 | $304 | 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 |
| ESS | ESSEX PPTY TR INC 看涨期权 | $291 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC 看涨期权 | $257 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC 看涨期权 | $238 | 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 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $197 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION 看涨期权 | $190 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP 看跌期权 | $178 | 0.00% | 200 | 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 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $113 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC 看涨期权 | $84 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC 看跌期权 | $81 | 0.00% | 100 | 100 | — | $81 | 新建仓 |
| ZTS | ZOETIS INC 看涨期权 | $77 | 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 |
| NKE | NIKE INC 看跌期权 | $42 | 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 |
| F | FORD MTR CO 看涨期权 | $15 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| 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 |