DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY UT · SEC CIK 0002030780
$57.38亿2026Q1 申报市值
1,174持仓数
23.9%前十大占比 · 第一大 4.7%
564 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$2.23亿
SPY 加仓+$2.14亿
AAPL 加仓+$8,175.62万
BKLN 加仓+$7,642.36万
VT 重新持有+$7,223.50万
2026Q1 卖出最多 按季末市值估算
BKMC 减仓-$1,864.45万
OEF 减仓-$724.94万
AMCOR PLC 清仓-$450.21万
EW 减仓-$348.48万
GOVT 减仓-$298.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $263.26万 | 0.05% | 27,741 | 11,458 | 70.4% | $108.73万 | 加仓 |
| CVS | CVS HEALTH CORP | $263.13万 | 0.05% | 31,362 | 18,393 | 141.8% | $154.32万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $262.15万 | 0.05% | 77,251 | 77,251 | — | $262.15万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $262.14万 | 0.05% | 9,737 | 7,318 | 302.5% | $197.02万 | 加仓 |
| EFAV | ISHARES TR | $262.04万 | 0.05% | 29,096 | 29,096 | — | $262.04万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $261.81万 | 0.05% | 7,935 | 7,935 | — | $261.81万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $261.16万 | 0.05% | 28,564 | 10,565 | 58.7% | $96.60万 | 加仓 |
| TMUS | T-MOBILE US INC | $260.99万 | 0.05% | 13,170 | 13,170 | — | $260.99万 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $260.53万 | 0.05% | 61,547 | 20,727 | 50.8% | $87.74万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $260.34万 | 0.05% | 52,357 | 30,305 | 137.4% | $150.69万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $259.31万 | 0.05% | 8,469 | 8,469 | — | $259.31万 | 新建仓 |
| EUHY | ISHARES INC | $256.96万 | 0.04% | 48,369 | 48,369 | — | $256.96万 | 新建仓 |
| COP | CONOCOPHILLIPS | $254.04万 | 0.04% | 19,808 | 15,048 | 316.1% | $192.99万 | 加仓 |
| STE | STERIS PLC | $253.36万 | 0.04% | 11,914 | 3,197 | 36.7% | $67.99万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $250.14万 | 0.04% | 50,415 | 50,415 | — | $250.14万 | 新建仓 |
| SHYG | ISHARES TR | $249.94万 | 0.04% | 58,741 | 30,817 | 110.4% | $131.13万 | 加仓 |
| DASH | DOORDASH INC | $249.22万 | 0.04% | 14,718 | 4,115 | 38.8% | $69.68万 | 加仓 |
| ALL | ALLSTATE CORP | $248.47万 | 0.04% | 11,702 | 11,702 | — | $248.47万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $248.40万 | 0.04% | 8,218 | 7,467 | 994.3% | $225.70万 | 加仓 |
| ENTG | ENTEGRIS INC | $248.27万 | 0.04% | 16,621 | 6,275 | 60.7% | $93.73万 | 加仓 |
| RBRK | RUBRIK INC. | $247.86万 | 0.04% | 46,174 | 7,227 | 18.6% | $38.79万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $247.68万 | 0.04% | 119,247 | 33,410 | 38.9% | $69.39万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $247.13万 | 0.04% | 2,163 | 65 | 3.1% | $7.43万 | 加仓 |
| INTF | ISHARES TR | $245.44万 | 0.04% | 61,192 | 61,192 | — | $245.44万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $243.27万 | 0.04% | 600,000 | 600,000 | — | $243.27万 | 新建仓 |
| SBUX | STARBUCKS CORP | $242.69万 | 0.04% | 23,004 | 12,692 | 123.1% | $133.90万 | 加仓 |
| IUSV | ISHARES TR | $241.87万 | 0.04% | 22,613 | 14,920 | 193.9% | $159.58万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $241.28万 | 0.04% | 51,522 | 51,522 | — | $241.28万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $241.19万 | 0.04% | 198,182 | 62,058 | 45.6% | $75.52万 | 加仓 |
| OEF | ISHARES TR | $241.06万 | 0.04% | 6,847 | -20,591 | -75.0% | -$724.94万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $238.82万 | 0.04% | 41,570 | 17,189 | 70.5% | $98.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $238.10万 | 0.04% | 30,974 | 19,176 | 162.5% | $147.41万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $235.74万 | 0.04% | 205,525 | 56,311 | 37.7% | $64.59万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $235.16万 | 0.04% | 10,675 | 2,924 | 37.7% | $64.41万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $235.15万 | 0.04% | 55,006 | 45,927 | 505.9% | $196.34万 | 加仓 |
| SNPS | SYNOPSYS INC | $233.10万 | 0.04% | 4,844 | 2,631 | 118.9% | $126.61万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $232.76万 | 0.04% | 25,385 | 1,657 | 7.0% | $15.19万 | 加仓 |
| CTAS | CINTAS CORP | $232.68万 | 0.04% | 13,377 | 13,377 | — | $232.68万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $229.66万 | 0.04% | 84,094 | 84,094 | — | $229.66万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $229.48万 | 0.04% | 11,469 | 8,137 | 244.2% | $162.81万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $229.04万 | 0.04% | 150,583 | 43,939 | 41.2% | $66.83万 | 加仓 |
| COO | COOPER COS INC | $228.82万 | 0.04% | 37,303 | 14,743 | 65.4% | $90.43万 | 加仓 |
| ADBE | ADOBE INC | $228.14万 | 0.04% | 9,366 | -2,832 | -23.2% | -$68.98万 | 减仓 |
| VIRT | VIRTU FINL INC | $226.75万 | 0.04% | 44,618 | 6,130 | 15.9% | $31.15万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $223.22万 | 0.04% | 21,672 | 6,546 | 43.3% | $67.42万 | 加仓 |
| VNET | VNET GROUP INC | $223.00万 | 0.04% | 268,672 | 73,773 | 37.9% | $61.23万 | 加仓 |
| SPYI | NEOS ETF TRUST | $222.74万 | 0.04% | 42,720 | 19,233 | 81.9% | $100.28万 | 加仓 |
| UL | UNILEVER PLC | $222.57万 | 0.04% | 39,116 | 17,093 | 77.6% | $97.26万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $222.31万 | 0.04% | 99,734 | 78,426 | 368.1% | $174.81万 | 加仓 |
| PJT | PJT PARTNERS INC | $221.46万 | 0.04% | 14,565 | 4,082 | 38.9% | $62.07万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $220.20万 | 0.04% | 67,421 | 297 | 0.4% | $9,700 | 加仓 |
| EWT | ISHARES INC | $219.57万 | 0.04% | 25,183 | 25,183 | — | $219.57万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $219.55万 | 0.04% | 11,855 | 11,855 | — | $219.55万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $219.31万 | 0.04% | 94,736 | 4,762 | 5.3% | $11.02万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $219.03万 | 0.04% | 61,908 | 54,488 | 734.3% | $192.78万 | 加仓 |
| — | ISHARES TR | $218.05万 | 0.04% | 62,498 | 62,498 | — | $218.05万 | 新建仓 |
| CRWV | COREWEAVE INC | $216.77万 | 0.04% | 18,983 | 14,895 | 364.4% | $170.09万 | 加仓 |
| FICO | FAIR ISAAC CORP | $216.24万 | 0.04% | 2,072 | 335 | 19.3% | $34.96万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $215.09万 | 0.04% | 5,291 | 5,291 | — | $215.09万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $214.90万 | 0.04% | 146,191 | 44,648 | 44.0% | $65.63万 | 加仓 |
| FSK | FS KKR CAP CORP | $213.90万 | 0.04% | 200,812 | 97,808 | 95.0% | $104.18万 | 加仓 |
| TER | TERADYNE INC | $213.50万 | 0.04% | 6,970 | 6,970 | — | $213.50万 | 新建仓 |
| — | ADVISORS INNER CIRCLE FD II | $212.47万 | 0.04% | 71,974 | 13,229 | 22.5% | $39.05万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $211.58万 | 0.04% | 6,392 | 4,430 | 225.8% | $146.64万 | 加仓 |
| SAP | SAP SE | $210.46万 | 0.04% | 12,373 | 44 | 0.4% | $7,484 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $208.48万 | 0.04% | 45,639 | 23,756 | 108.6% | $108.52万 | 加仓 |
| OKTA | OKTA INC | $207.65万 | 0.04% | 27,265 | 27,265 | — | $207.65万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $207.10万 | 0.04% | 67,992 | 67,992 | — | $207.10万 | 新建仓 |
| IWD | ISHARES TR | $207.10万 | 0.04% | 9,120 | 1,665 | 22.3% | $37.81万 | 加仓 |
| VEEV | VEEVA SYS INC | $206.62万 | 0.04% | 13,059 | 586 | 4.7% | $9.27万 | 加仓 |
| ESLT | ELBIT SYS LTD | $204.31万 | 0.04% | 2,493 | 2,493 | — | $204.31万 | 新建仓 |
| SLV | ISHARES SILVER TR | $202.44万 | 0.04% | 31,221 | 26,127 | 512.9% | $169.41万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $202.31万 | 0.04% | 22,151 | 11,443 | 106.9% | $104.51万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $201.80万 | 0.04% | 13,173 | 3,707 | 39.2% | $56.79万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $201.33万 | 0.04% | 43,465 | 43,465 | — | $201.33万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $201.09万 | 0.04% | 34,066 | 31,416 | 1,185.5% | $185.45万 | 重新持有 |
| IYW | ISHARES TR | $200.95万 | 0.04% | 9,306 | 2,935 | 46.1% | $63.38万 | 加仓 |
| IGM | ISHARES TR | $200.84万 | 0.04% | 14,210 | 14,210 | — | $200.84万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $200.48万 | 0.03% | 7,785 | 2,950 | 61.0% | $75.97万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $199.46万 | 0.03% | 56,138 | 56,138 | — | $199.46万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $199.31万 | 0.03% | 19,947 | 19,947 | — | $199.31万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $199.31万 | 0.03% | 79,310 | 79,310 | — | $199.31万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $198.84万 | 0.03% | 41,547 | 9,044 | 27.8% | $43.28万 | 加仓 |
| TTE | TOTALENERGIES SE | $198.80万 | 0.03% | 21,552 | 5,504 | 34.3% | $50.77万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $198.66万 | 0.03% | 31,504 | 10,371 | 49.1% | $65.40万 | 加仓 |
| IMCV | ISHARES TR | $198.54万 | 0.03% | 22,513 | 22,513 | — | $198.54万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $197.28万 | 0.03% | 11,832 | 6,470 | 120.7% | $107.88万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $196.16万 | 0.03% | 7,722 | 7,722 | — | $196.16万 | 新建仓 |
| RRC | RANGE RES CORP | $194.05万 | 0.03% | 44,857 | 16,256 | 56.8% | $70.32万 | 加仓 |
| ELF | E L F BEAUTY INC | $193.47万 | 0.03% | 31,674 | 9,216 | 41.0% | $56.29万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $192.95万 | 0.03% | 4,675 | 4,675 | — | $192.95万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $192.57万 | 0.03% | 3,054 | 594 | 24.1% | $37.46万 | 加仓 |
| EWU | ISHARES TR | $191.81万 | 0.03% | 41,707 | 41,707 | — | $191.81万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $191.59万 | 0.03% | 37,450 | 37,450 | — | $191.59万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $191.27万 | 0.03% | 40,932 | 40,932 | — | $191.27万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $190.85万 | 0.03% | 33,139 | 21,775 | 191.6% | $125.40万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $190.67万 | 0.03% | 32,317 | 13,537 | 72.1% | $79.87万 | 加仓 |
| BE | BLOOM ENERGY CORP | $189.44万 | 0.03% | 6,579 | 6,579 | — | $189.44万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $188.92万 | 0.03% | 35,043 | 11,103 | 46.4% | $59.86万 | 加仓 |
| ABVX | ABIVAX SA | $188.42万 | 0.03% | 17,736 | 14,626 | 470.3% | $155.38万 | 加仓 |