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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $1,249.94万 | 0.21% | 177,548 | 81,658 | 85.2% | $574.87万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,227.57万 | 0.20% | 180,048 | 13,181 | 7.9% | $89.87万 | 加仓 |
| TLN | TALEN ENERGY CORP | $1,222.78万 | 0.20% | 35,231 | 6,081 | 20.9% | $211.06万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,204.19万 | 0.20% | 107,116 | -706,740 | -86.8% | -$7,945.14万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,179.20万 | 0.20% | 348,154 | 34,768 | 11.1% | $117.76万 | 加仓 |
| PKG | PACKAGING CORP AMER | $1,164.05万 | 0.19% | 46,125 | -5 | -0.0% | -$1,262 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,156.29万 | 0.19% | 66,339 | -2,808 | -4.1% | -$48.94万 | 减仓 |
| IWF | ISHARES TR | $1,152.77万 | 0.19% | 98,418 | -180,150 | -64.7% | -$2,110.10万 | 减仓 |
| ONON | ON HLDG AG | $1,144.03万 | 0.19% | 308,697 | 308,697 | — | $1,144.03万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,141.96万 | 0.19% | 52,800 | 12,992 | 32.6% | $280.99万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,139.18万 | 0.19% | 252,758 | 5,712 | 2.3% | $25.74万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,129.09万 | 0.19% | 123,236 | 1,119 | 0.9% | $10.25万 | 加仓 |
| USMV | ISHARES TR | $1,126.37万 | 0.19% | 115,466 | 1,790 | 1.6% | $17.46万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,115.93万 | 0.19% | 208,119 | 27,935 | 15.5% | $149.79万 | 加仓 |
| HD | HOME DEPOT INC | $1,115.86万 | 0.19% | 33,201 | 1,305 | 4.1% | $43.86万 | 加仓 |
| GOVT | ISHARES TR | $1,111.80万 | 0.18% | 493,694 | 84,801 | 20.7% | $190.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,108.80万 | 0.18% | 22,302 | -4,898 | -18.0% | -$243.52万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,100.67万 | 0.18% | 52,881 | 6,731 | 14.6% | $140.10万 | 加仓 |
| WMT | WALMART INC | $1,098.75万 | 0.18% | 98,331 | -925 | -0.9% | -$10.34万 | 减仓 |
| MUB | ISHARES TR | $1,097.83万 | 0.18% | 103,765 | -406 | -0.4% | -$4.30万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1,093.91万 | 0.18% | 61,380 | 3,024 | 5.2% | $53.89万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,074.99万 | 0.18% | 132,193 | 7,391 | 5.9% | $60.10万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,064.32万 | 0.18% | 357,034 | 29,630 | 9.0% | $88.33万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,063.16万 | 0.18% | 348,236 | 18,542 | 5.6% | $56.61万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,063.10万 | 0.18% | 435,160 | -848,502 | -66.1% | -$2,072.89万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,061.85万 | 0.18% | 22,168 | -64 | -0.3% | -$3.07万 | 减仓 |
| EFG | ISHARES TR | $1,044.78万 | 0.17% | 87,297 | 12,310 | 16.4% | $147.33万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,042.10万 | 0.17% | 212,847 | 2,342 | 1.1% | $11.47万 | 加仓 |
| CME | CME GROUP INC | $1,039.97万 | 0.17% | 40,726 | 4,914 | 13.7% | $125.48万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,027.27万 | 0.17% | 202,777 | -22,988 | -10.2% | -$116.46万 | 减仓 |
| RTX | RTX CORPORATION | $1,023.35万 | 0.17% | 46,852 | 1,330 | 2.9% | $29.05万 | 加仓 |
| DIS | DISNEY WALT CO | $1,006.93万 | 0.17% | 104,183 | 23,493 | 29.1% | $227.06万 | 加仓 |
| CMI | CUMMINS INC | $1,005.96万 | 0.17% | 15,200 | -1,221 | -7.4% | -$80.81万 | 减仓 |
| KLAC | KLA CORP | $1,004.54万 | 0.17% | 49,397 | 3,507 | 7.6% | $71.32万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,002.61万 | 0.17% | 190,719 | 7,131 | 3.9% | $37.49万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $978.71万 | 0.16% | 260,988 | -4,933 | -1.9% | -$18.50万 | 减仓 |
| ABNB | AIRBNB INC | $976.41万 | 0.16% | 66,486 | 3,138 | 5.0% | $46.08万 | 加仓 |
| IAU | ISHARES GOLD TR | $955.75万 | 0.16% | 124,480 | 6,206 | 5.2% | $47.65万 | 加仓 |
| EFV | ISHARES TR | $940.42万 | 0.16% | 118,217 | -89,940 | -43.2% | -$715.47万 | 减仓 |
| SGOV | ISHARES TR | $936.46万 | 0.16% | 93,042 | -1,180 | -1.3% | -$11.88万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $928.46万 | 0.15% | 36,413 | 1,419 | 4.1% | $36.18万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $922.01万 | 0.15% | 25,839 | 2,801 | 12.2% | $99.95万 | 加仓 |
| MCD | MCDONALDS CORP | $913.62万 | 0.15% | 33,754 | 3,686 | 12.3% | $99.77万 | 加仓 |
| HQY | HEALTHEQUITY INC | $898.14万 | 0.15% | 90,675 | 122 | 0.1% | $1.21万 | 加仓 |
| PEP | PEPSICO INC | $894.70万 | 0.15% | 64,003 | 1,572 | 2.5% | $21.98万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $887.73万 | 0.15% | 15,306 | 596 | 4.1% | $34.57万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $887.31万 | 0.15% | 250,654 | 139,695 | 125.9% | $494.52万 | 加仓 |
| CRM | SALESFORCE INC | $886.18万 | 0.15% | 51,047 | 5,947 | 13.2% | $103.24万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $885.05万 | 0.15% | 210,977 | -37,864 | -15.2% | -$158.84万 | 减仓 |
| GEV | GE VERNOVA INC | $879.52万 | 0.15% | 8,825 | 142 | 1.6% | $14.15万 | 加仓 |
| IXUS | ISHARES TR | $867.54万 | 0.14% | 92,686 | -6,862 | -6.9% | -$64.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $853.43万 | 0.14% | 96,075 | 21,637 | 29.1% | $192.20万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $851.46万 | 0.14% | 128,970 | 7,292 | 6.0% | $48.14万 | 加仓 |
| BX | BLACKSTONE INC | $844.52万 | 0.14% | 63,689 | 6,137 | 10.7% | $81.38万 | 加仓 |
| AMGN | AMGEN INC | $839.13万 | 0.14% | 22,302 | 817 | 3.8% | $30.74万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $834.81万 | 0.14% | 247,864 | 77,961 | 45.9% | $262.57万 | 加仓 |
| IJR | ISHARES TR | $830.59万 | 0.14% | 57,082 | 97 | 0.2% | $1.41万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $828.15万 | 0.14% | 156,019 | -10,569 | -6.3% | -$56.10万 | 减仓 |
| RUN | SUNRUN INC | $825.42万 | 0.14% | 827,077 | 28,834 | 3.6% | $28.78万 | 加仓 |
| MDT | MEDTRONIC PLC | $819.37万 | 0.14% | 97,290 | -1,157 | -1.2% | -$9.74万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $818.51万 | 0.14% | 27,976 | 1,876 | 7.2% | $54.89万 | 加仓 |
| DGRO | ISHARES TR | $803.89万 | 0.13% | 102,799 | 13,266 | 14.8% | $103.74万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $784.36万 | 0.13% | 200,219 | 1,169 | 0.6% | $4.58万 | 加仓 |
| FIX | COMFORT SYS USA INC | $776.55万 | 0.13% | 4,488 | -1,506 | -25.1% | -$260.58万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $772.65万 | 0.13% | 26,865 | 18,396 | 217.2% | $529.08万 | 加仓 |
| MTUM | ISHARES TR | $771.60万 | 0.13% | 25,522 | -5,876 | -18.7% | -$177.65万 | 减仓 |
| INTU | INTUIT | $770.42万 | 0.13% | 25,350 | 4,467 | 21.4% | $135.76万 | 加仓 |
| QUAL | ISHARES TR | $767.27万 | 0.13% | 35,316 | -34,030 | -49.1% | -$739.33万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $762.60万 | 0.13% | 227,100 | -2,093 | -0.9% | -$7.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $760.14万 | 0.13% | 50,913 | 2,261 | 4.6% | $33.76万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $759.75万 | 0.13% | 146,416 | -75,010 | -33.9% | -$389.23万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $757.85万 | 0.13% | 22,596 | -3,808 | -14.4% | -$127.72万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $748.96万 | 0.12% | 156,067 | 18,808 | 13.7% | $90.26万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $741.82万 | 0.12% | 91,833 | 14,900 | 19.4% | $120.36万 | 加仓 |
| MBB | ISHARES TR | $730.61万 | 0.12% | 78,249 | 4,845 | 6.6% | $45.24万 | 加仓 |
| ICVT | ISHARES TR | $725.31万 | 0.12% | 63,938 | 32,702 | 104.7% | $370.97万 | 加仓 |
| AMAT | APPLIED MATLS INC | $722.20万 | 0.12% | 13,972 | 476 | 3.5% | $24.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $720.52万 | 0.12% | 6,874 | 516 | 8.1% | $54.09万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $691.23万 | 0.11% | 10,892 | -1,264 | -10.4% | -$80.22万 | 减仓 |
| APP | APPLOVIN CORP | $689.54万 | 0.11% | 16,707 | -483 | -2.8% | -$19.93万 | 减仓 |
| IEF | ISHARES TR | $686.47万 | 0.11% | 73,592 | 7,893 | 12.0% | $73.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $683.94万 | 0.11% | 30,847 | -7,915 | -20.4% | -$175.49万 | 减仓 |
| IUSG | ISHARES TR | $681.57万 | 0.11% | 37,614 | 127 | 0.3% | $2.30万 | 加仓 |
| IGEB | ISHARES TR | $681.14万 | 0.11% | 153,618 | 28,070 | 22.4% | $124.46万 | 加仓 |
| TLH | ISHARES TR | $680.62万 | 0.11% | 69,608 | -14,642 | -17.4% | -$143.17万 | 减仓 |
| MO | ALTRIA GROUP INC | $673.33万 | 0.11% | 92,376 | 1,208 | 1.3% | $8.81万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $669.45万 | 0.11% | 158,939 | -57,607 | -26.6% | -$242.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $666.48万 | 0.11% | 199,365 | 16,300 | 8.9% | $54.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $659.19万 | 0.11% | 115,465 | 18,018 | 18.5% | $102.86万 | 加仓 |
| SHOP | SHOPIFY INC | $656.70万 | 0.11% | 51,757 | 987 | 1.9% | $12.52万 | 加仓 |
| WM | WASTE MGMT INC DEL | $644.74万 | 0.11% | 27,101 | -3,359 | -11.0% | -$79.91万 | 减仓 |
| SMH | VANECK ETF TRUST | $625.39万 | 0.10% | 11,401 | -10,806 | -48.7% | -$592.75万 | 减仓 |
| HUBB | HUBBELL INC | $618.20万 | 0.10% | 12,415 | 12,415 | — | $618.20万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $609.47万 | 0.10% | 37,453 | -1,513 | -3.9% | -$24.62万 | 减仓 |
| RBRK | RUBRIK INC. | $606.81万 | 0.10% | 81,103 | 34,929 | 75.6% | $261.34万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $605.40万 | 0.10% | 116,615 | -20,759 | -15.1% | -$107.77万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $595.37万 | 0.10% | 68,442 | -3,809 | -5.3% | -$33.13万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $590.99万 | 0.10% | 182,404 | 41,343 | 29.3% | $133.95万 | 加仓 |
| MGV | VANGUARD WORLD FD | $586.11万 | 0.10% | 35,591 | 3,160 | 9.7% | $52.04万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $583.84万 | 0.10% | 123,538 | 9,438 | 8.3% | $44.60万 | 加仓 |