13F 机构持仓

DIVERSIFY WEALTH MANAGEMENT, LLC

SANDY UT · SEC CIK 0002030780

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$60.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.0%
SPY 3.5%
SPYG 3.4%
SPYV 2.9%
AAPL 2.5%
IVV 1.6%
SPDW 1.5%
VOO 1.5%
AVGO 1.4%
AMZN 1.3%

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
HLNE HAMILTON LANE INC $00.00%0 -11,604-100.0% -$102.83万 清仓
CCL CARNIVAL CORP $00.00%0 -40,124-100.0% -$102.64万 清仓
MTB M & T BK CORP $00.00%0 -4,699-100.0% -$101.28万 清仓
UFO PROCURE ETF TRUST II $00.00%0 -17,745-100.0% -$88.03万 清仓
WHR WHIRLPOOL CORP $00.00%0 -16,103-100.0% -$87.99万 清仓
TPR TAPESTRY INC $00.00%0 -5,777-100.0% -$81.80万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -2,450-100.0% -$74.87万 清仓
SPSC SPS COMM INC $00.00%0 -12,585-100.0% -$69.44万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -9,776-100.0% -$56.39万 清仓
DUOL DUOLINGO INC $00.00%0 -5,044-100.0% -$53.87万 清仓
TRGP TARGA RES CORP $00.00%0 -2,050-100.0% -$51.28万 清仓
HGER HARBOR ETF TRUST $00.00%0 -13,751-100.0% -$44.58万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -7,341-100.0% -$40.16万 清仓
TRU TRANSUNION $00.00%0 -5,438-100.0% -$38.32万 清仓
HYDB ISHARES TR $00.00%0 -7,815-100.0% -$36.68万 清仓
ILF ISHARES TR $00.00%0 -10,119-100.0% -$36.08万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -5,045-100.0% -$34.72万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -5,206-100.0% -$31.01万 清仓
ARKQ ARK ETF TR $00.00%0 -2,313-100.0% -$28.51万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -2,063-100.0% -$26.39万 清仓
— VIRTUS ETF TR II $00.00%0 -11,070-100.0% -$25.71万 清仓
APA APA CORPORATION $00.00%0 -6,359-100.0% -$25.64万 清仓
TFI SPDR SERIES TRUST $00.00%0 -5,454-100.0% -$24.83万 清仓
HDB HDFC BANK LTD $00.00%0 -9,588-100.0% -$24.22万 清仓
SBS COMPANHIA DE SANEAMENTO BASI $00.00%0 -35,830-100.0% -$23.60万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -703-100.0% -$23.36万 清仓
KC KINGSOFT CLOUD HLDGS LTD $00.00%0 -15,619-100.0% -$23.26万 清仓
PNW PINNACLE WEST CAP CORP $00.00%0 -2,286-100.0% -$23.24万 清仓
USAR USA RARE EARTH INC $00.00%0 -10,548-100.0% -$23.24万 清仓
INDA ISHARES TR $00.00%0 -4,710-100.0% -$23.10万 清仓
INSM INSMED INC $00.00%0 -1,704-100.0% -$23.01万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,417-100.0% -$22.78万 清仓
PNR PENTAIR PLC $00.00%0 -2,716-100.0% -$21.96万 清仓
WDAY WORKDAY INC $00.00%0 -1,780-100.0% -$21.79万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -4,680-100.0% -$21.63万 清仓
PAC GRUPO AEROPORTUNARIO DEL PAC $00.00%0 -873-100.0% -$21.53万 清仓
ALC ALCON AG $00.00%0 -2,951-100.0% -$21.49万 清仓
CLX CLOROX CO DEL $00.00%0 -2,227-100.0% -$21.11万 清仓
MTSI MACOM TECH SOLUTIONS HLDGS I $00.00%0 -782-100.0% -$21.09万 清仓
SSRM SSR MINING IN $00.00%0 -7,352-100.0% -$20.71万 清仓
GRFS GRIFOLS S A $00.00%0 -24,509-100.0% -$19.39万 清仓
EOSE EOS ENERGY ENTERPRISES INC $00.00%0 -20,174-100.0% -$12.79万 清仓
BBAI BIGBEAR AI HLDGS INC $00.00%0 -22,251-100.0% -$8.50万 清仓
— YATSEN HLDG LTD $00.00%0 -23,220-100.0% -$6.41万 清仓
RR RICHTECH ROBOTICS INC $00.00%0 -21,885-100.0% -$5.19万 清仓
BBD BANCO BRADESCO S A $00.00%0 -11,359-100.0% -$4.28万 清仓
GOOGL ALPHABET INC 看涨期权 $00.00%0 -10,000-100.0% -$3.50万 清仓
AMZN AMAZON COM INC 看涨期权 $00.00%0 -10,000-100.0% -$2.63万 清仓
— UNITED HOMES GROUP INC $00.00%0 -19,000-100.0% -$2.24万 清仓