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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $581.72万 | 0.10% | 17,275 | 1,772 | 11.4% | $59.67万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $578.42万 | 0.10% | 165,405 | -8,539 | -4.9% | -$29.86万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $578.06万 | 0.10% | 213,071 | 493 | 0.2% | $1.34万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $574.27万 | 0.10% | 142,329 | 91,867 | 182.1% | $370.66万 | 加仓 |
| DBEF | DBX ETF TR | $564.22万 | 0.09% | 102,585 | -2,736 | -2.6% | -$15.05万 | 减仓 |
| IMCG | ISHARES TR | $560.70万 | 0.09% | 58,498 | 179 | 0.3% | $1.72万 | 加仓 |
| O | REALTY INCOME CORP | $558.12万 | 0.09% | 85,209 | 4,803 | 6.0% | $31.46万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $549.21万 | 0.09% | 110,772 | 110,772 | — | $549.21万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $543.66万 | 0.09% | 18,703 | -14,536 | -43.7% | -$422.53万 | 减仓 |
| ETN | EATON CORP PLC | $542.19万 | 0.09% | 13,601 | 1,012 | 8.0% | $40.34万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $541.53万 | 0.09% | 188,096 | 188,096 | — | $541.53万 | 新建仓 |
| CAT | CATERPILLAR INC | $537.15万 | 0.09% | 6,151 | 670 | 12.2% | $58.51万 | 加仓 |
| AMCR | AMCOR PLC | $536.68万 | 0.09% | 118,629 | 4,092 | 3.6% | $18.51万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $532.45万 | 0.09% | 7,158 | -1,322 | -15.6% | -$98.34万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $526.66万 | 0.09% | 57,152 | 495 | 0.9% | $4.56万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $523.24万 | 0.09% | 540,535 | 84,077 | 18.4% | $81.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $519.93万 | 0.09% | 104,634 | 3,695 | 3.7% | $18.36万 | 加仓 |
| EMBJ | EMBRAER S.A. | $517.79万 | 0.09% | 76,157 | 3,329 | 4.6% | $22.63万 | 加仓 |
| IJK | ISHARES TR | $516.96万 | 0.09% | 45,499 | 126 | 0.3% | $1.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $516.47万 | 0.09% | 189,461 | -9,528 | -4.8% | -$25.97万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $515.28万 | 0.09% | 21,079 | 21,079 | — | $515.28万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $513.02万 | 0.09% | 222,085 | -5,068 | -2.2% | -$11.71万 | 减仓 |
| WFC | WELLS FARGO & CO | $509.58万 | 0.08% | 58,391 | -193 | -0.3% | -$1.68万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $506.77万 | 0.08% | 56,604 | 8,207 | 17.0% | $73.48万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $495.20万 | 0.08% | 186,236 | 481 | 0.3% | $1.28万 | 加仓 |
| C | CITIGROUP INC | $481.78万 | 0.08% | 36,197 | -1,363 | -3.6% | -$18.14万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $471.62万 | 0.08% | 142,398 | 3,339 | 2.4% | $11.06万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $471.48万 | 0.08% | 8,125 | 2,834 | 53.6% | $164.45万 | 加仓 |
| NVT | NVENT ELEC PLC | $464.73万 | 0.08% | 31,130 | 1,765 | 6.0% | $26.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $458.58万 | 0.08% | 19,116 | -179 | -0.9% | -$4.29万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $457.17万 | 0.08% | 156,780 | 746 | 0.5% | $2.18万 | 加仓 |
| CLS | CELESTICA INC | $455.44万 | 0.08% | 14,311 | 13 | 0.1% | $4,137 | 加仓 |
| VXUS | VANGUARD STAR FDS | $453.03万 | 0.08% | 54,067 | 11,987 | 28.5% | $100.44万 | 加仓 |
| TJX | TJX COS INC NEW | $452.93万 | 0.08% | 28,963 | 5,851 | 25.3% | $91.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $452.02万 | 0.08% | 54,212 | -262,048 | -82.9% | -$2,184.94万 | 减仓 |
| VST | VISTRA CORP | $450.13万 | 0.07% | 28,656 | 1,112 | 4.0% | $17.47万 | 加仓 |
| GE | GE AEROSPACE | $449.49万 | 0.07% | 12,430 | -4,194 | -25.2% | -$151.66万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $447.40万 | 0.07% | 89,124 | 89,124 | — | $447.40万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $437.26万 | 0.07% | 87,539 | 87,539 | — | $437.26万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $435.28万 | 0.07% | 11,186 | -647 | -5.5% | -$25.18万 | 减仓 |
| LMUB | ISHARES TR | $433.84万 | 0.07% | 87,187 | 16,913 | 24.1% | $84.16万 | 加仓 |
| ITOT | ISHARES TR | $427.48万 | 0.07% | 26,371 | 2,767 | 11.7% | $44.85万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $421.84万 | 0.07% | 171,690 | 119,762 | 230.6% | $294.26万 | 加仓 |
| IUSV | ISHARES TR | $419.85万 | 0.07% | 37,277 | 14,664 | 64.8% | $165.16万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $418.79万 | 0.07% | 17,046 | 41 | 0.2% | $1.01万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $410.70万 | 0.07% | 36,185 | 36,185 | — | $410.70万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $406.69万 | 0.07% | 39,431 | -10,695 | -21.3% | -$110.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $405.31万 | 0.07% | 27,270 | -2,572 | -8.6% | -$38.23万 | 减仓 |
| IGRO | ISHARES TR | $404.58万 | 0.07% | 44,587 | -12,169 | -21.4% | -$110.42万 | 减仓 |
| IWR | ISHARES TR | $402.05万 | 0.07% | 36,557 | 8,198 | 28.9% | $90.16万 | 加仓 |
| BCS | BARCLAYS PLC | $399.95万 | 0.07% | 140,040 | 234 | 0.2% | $6,683 | 加仓 |
| LRGF | ISHARES TR | $395.14万 | 0.07% | 52,399 | -247 | -0.5% | -$1.86万 | 减仓 |
| T | AT&T INC | $391.45万 | 0.07% | 160,297 | 26,189 | 19.5% | $63.95万 | 加仓 |
| IDEV | ISHARES TR | $390.87万 | 0.06% | 43,707 | -2,964 | -6.4% | -$26.51万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $386.61万 | 0.06% | 37,110 | 3,546 | 10.6% | $36.94万 | 加仓 |
| — | ALTSHARES TRUST | $382.30万 | 0.06% | 129,033 | 1,174 | 0.9% | $3.48万 | 加仓 |
| MRK | MERCK & CO INC | $380.97万 | 0.06% | 29,135 | 2,558 | 9.6% | $33.45万 | 加仓 |
| GLW | CORNING INC | $379.21万 | 0.06% | 26,452 | 1,469 | 5.9% | $21.06万 | 加仓 |
| FALN | ISHARES TR | $377.36万 | 0.06% | 140,333 | 10,902 | 8.4% | $29.32万 | 加仓 |
| TMUS | T-MOBILE US INC | $376.91万 | 0.06% | 21,269 | 8,099 | 61.5% | $143.52万 | 加仓 |
| MS | MORGAN STANLEY | $376.29万 | 0.06% | 17,538 | -21 | -0.1% | -$4,506 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $375.01万 | 0.06% | 47,159 | -163,759 | -77.6% | -$1,302.21万 | 减仓 |
| IGSB | ISHARES TR | $363.49万 | 0.06% | 69,821 | -1,077 | -1.5% | -$5.61万 | 减仓 |
| CVS | CVS HEALTH CORP | $360.89万 | 0.06% | 33,706 | 2,344 | 7.5% | $25.10万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $360.09万 | 0.06% | 103,237 | 103,237 | — | $360.09万 | 新建仓 |
| CYD | CHINA YUCHAI INTL LTD | $359.27万 | 0.06% | 77,113 | 701 | 0.9% | $3.27万 | 加仓 |
| HDV | ISHARES TR | $357.32万 | 0.06% | 124,327 | -456,548 | -78.6% | -$1,312.12万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $354.63万 | 0.06% | 126,879 | 42,785 | 50.9% | $119.58万 | 加仓 |
| WMB | WILLIAMS COS INC | $352.37万 | 0.06% | 49,777 | -3,822 | -7.1% | -$27.06万 | 减仓 |
| ROST | ROSS STORES INC | $351.58万 | 0.06% | 14,447 | 7,143 | 97.8% | $173.83万 | 加仓 |
| TER | TERADYNE INC | $351.45万 | 0.06% | 10,498 | 3,528 | 50.6% | $118.11万 | 加仓 |
| OKTA | OKTA INC | $342.91万 | 0.06% | 24,951 | -2,314 | -8.5% | -$31.80万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $338.86万 | 0.06% | 106,828 | 4,946 | 4.9% | $15.69万 | 加仓 |
| VMI | VALMONT INDS INC | $337.45万 | 0.06% | 6,820 | 641 | 10.4% | $31.72万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $335.57万 | 0.06% | 70,159 | -968 | -1.4% | -$4.63万 | 减仓 |
| ENB | ENBRIDGE INC | $334.24万 | 0.06% | 60,387 | 1,246 | 2.1% | $6.90万 | 加仓 |
| STE | STERIS PLC | $323.60万 | 0.05% | 14,817 | 2,903 | 24.4% | $63.40万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $322.91万 | 0.05% | 6,485 | 1,810 | 38.7% | $90.13万 | 加仓 |
| ESGU | ISHARES TR | $318.11万 | 0.05% | 19,626 | -1,602 | -7.5% | -$25.97万 | 减仓 |
| NVS | NOVARTIS AG | $313.06万 | 0.05% | 20,054 | 12,198 | 155.3% | $190.42万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $312.00万 | 0.05% | 34,632 | 4,510 | 15.0% | $40.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $309.17万 | 0.05% | 61,161 | 2,934 | 5.0% | $14.83万 | 加仓 |
| TXN | TEXAS INSTRS INC | $308.76万 | 0.05% | 11,050 | 1,313 | 13.5% | $36.69万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $307.65万 | 0.05% | 30,600 | 2,859 | 10.3% | $28.74万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $307.08万 | 0.05% | 40,933 | 40,933 | — | $307.08万 | 新建仓 |
| HYLB | DBX ETF TR | $306.96万 | 0.05% | 84,841 | 48,385 | 132.7% | $175.06万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $306.83万 | 0.05% | 7,860 | -358 | -4.4% | -$13.98万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $306.57万 | 0.05% | 116,391 | -2,856 | -2.4% | -$7.52万 | 减仓 |
| ANGX | ANGEL STUDIOS INC. | $306.21万 | 0.05% | 700,712 | -2,362 | -0.3% | -$1.03万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $304.64万 | 0.05% | 16,988 | 880 | 5.5% | $15.78万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $304.45万 | 0.05% | 68,294 | 2,690 | 4.1% | $11.99万 | 加仓 |
| EWY | ISHARES INC | $303.62万 | 0.05% | 18,835 | -55,275 | -74.6% | -$891.04万 | 减仓 |
| QYLD | GLOBAL X FDS | $303.37万 | 0.05% | 172,862 | 432 | 0.3% | $7,582 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $303.25万 | 0.05% | 31,704 | -19,773 | -38.4% | -$189.13万 | 减仓 |
| TEM | TEMPUS AI INC | $301.84万 | 0.05% | 70,343 | -25,534 | -26.6% | -$109.57万 | 减仓 |
| CIEN | CIENA CORP | $301.21万 | 0.05% | 7,984 | 5,333 | 201.2% | $201.20万 | 加仓 |
| CTAS | CINTAS CORP | $301.04万 | 0.05% | 14,268 | 891 | 6.7% | $18.80万 | 加仓 |
| SPYI | NEOS ETF TRUST | $299.29万 | 0.05% | 57,203 | 14,483 | 33.9% | $75.78万 | 加仓 |
| ELF | E L F BEAUTY INC | $297.06万 | 0.05% | 35,360 | 3,686 | 11.6% | $30.97万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $295.60万 | 0.05% | 5,016 | -1,413 | -22.0% | -$83.27万 | 减仓 |