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 |
|---|---|---|---|---|---|---|---|---|
| MNST | MONSTER BEVERAGE CORP NEW | $295.28万 | 0.05% | 30,975 | 17,550 | 130.7% | $167.30万 | 加仓 |
| PAVE | GLOBAL X FDS | $293.64万 | 0.05% | 51,086 | 526 | 1.0% | $3.02万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $292.19万 | 0.05% | 19,704 | 23 | 0.1% | $3,411 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $292.12万 | 0.05% | 30,840 | 2,276 | 8.0% | $21.56万 | 加仓 |
| PFE | PFIZER INC | $289.79万 | 0.05% | 117,466 | -10,261 | -8.0% | -$25.31万 | 减仓 |
| EUHY | ISHARES INC | $289.47万 | 0.05% | 54,223 | 5,854 | 12.1% | $31.25万 | 加仓 |
| EMLC | VANECK ETF TRUST | $289.01万 | 0.05% | 114,278 | 10,224 | 9.8% | $25.86万 | 加仓 |
| RMBS | RAMBUS INC DEL | $288.84万 | 0.05% | 29,957 | -1,296 | -4.1% | -$12.50万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $287.00万 | 0.05% | 65,481 | 2,094 | 3.3% | $9.18万 | 加仓 |
| LIN | LINDE PLC | $286.63万 | 0.05% | 5,653 | -262 | -4.4% | -$13.28万 | 减仓 |
| DASH | DOORDASH INC | $285.04万 | 0.05% | 15,460 | 742 | 5.0% | $13.68万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $283.34万 | 0.05% | 11,181 | 11,181 | — | $283.34万 | 新建仓 |
| LOW | LOWES COS INC | $282.64万 | 0.05% | 13,360 | -145 | -1.1% | -$3.07万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $280.00万 | 0.05% | 26,905 | 1,090 | 4.2% | $11.34万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $276.83万 | 0.05% | 33,976 | 2,472 | 7.8% | $20.14万 | 加仓 |
| VEEV | VEEVA SYS INC | $276.44万 | 0.05% | 14,216 | 1,157 | 8.9% | $22.50万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $273.97万 | 0.05% | 64,026 | 2,479 | 4.0% | $10.61万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $273.76万 | 0.05% | 8,085 | 150 | 1.9% | $5.08万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $273.42万 | 0.05% | 22,677 | 676 | 3.1% | $8.15万 | 加仓 |
| COR | CENCORA INC | $272.86万 | 0.05% | 8,769 | 4,970 | 130.8% | $154.65万 | 加仓 |
| INTF | ISHARES TR | $271.68万 | 0.05% | 65,560 | 4,368 | 7.1% | $18.10万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $270.57万 | 0.04% | 50,268 | -147 | -0.3% | -$7,912 | 减仓 |
| EMXC | ISHARES INC | $269.44万 | 0.04% | 29,383 | 19,632 | 201.3% | $180.03万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $267.38万 | 0.04% | 6,263 | 562 | 9.9% | $23.99万 | 加仓 |
| ABVX | ABIVAX SA | $266.46万 | 0.04% | 20,817 | 3,081 | 17.4% | $39.44万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $266.41万 | 0.04% | 17,629 | -1,087 | -5.8% | -$16.43万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $266.27万 | 0.04% | 16,877 | 8,959 | 113.1% | $141.34万 | 加仓 |
| BA | BOEING CO | $262.67万 | 0.04% | 12,419 | -1,536 | -11.0% | -$32.49万 | 减仓 |
| — | ISHARES TR | $261.39万 | 0.04% | 73,549 | 11,051 | 17.7% | $39.28万 | 加仓 |
| PJT | PJT PARTNERS INC | $260.38万 | 0.04% | 15,424 | 859 | 5.9% | $14.50万 | 加仓 |
| VIRT | VIRTU FINL INC | $259.67万 | 0.04% | 44,125 | -493 | -1.1% | -$2.90万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $256.67万 | 0.04% | 8,414 | 692 | 9.0% | $21.11万 | 加仓 |
| QQQI | NEOS ETF TRUST | $253.61万 | 0.04% | 48,234 | 15,043 | 45.3% | $79.10万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $253.01万 | 0.04% | 41,600 | 30 | 0.1% | $1,825 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $252.99万 | 0.04% | 51,896 | 13,790 | 36.2% | $67.23万 | 加仓 |
| CSX | CSX CORP | $249.58万 | 0.04% | 48,181 | 8,189 | 20.5% | $42.42万 | 加仓 |
| INTC | INTEL CORP | $249.35万 | 0.04% | 27,201 | -994 | -3.5% | -$9.11万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $248.85万 | 0.04% | 10,009 | 838 | 9.1% | $20.84万 | 加仓 |
| NEM | NEWMONT CORP | $248.04万 | 0.04% | 26,537 | 12,491 | 88.9% | $116.75万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $247.83万 | 0.04% | 203,140 | 4,958 | 2.5% | $6.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $247.44万 | 0.04% | 23,681 | 1,530 | 6.9% | $15.99万 | 加仓 |
| ALL | ALLSTATE CORP | $246.91万 | 0.04% | 9,450 | -2,252 | -19.2% | -$58.84万 | 减仓 |
| ACWX | ISHARES TR | $246.60万 | 0.04% | 33,132 | -163,042 | -83.1% | -$1,213.53万 | 减仓 |
| NOVT | NOVANTA INC | $244.88万 | 0.04% | 17,392 | 2,175 | 14.3% | $30.62万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $244.16万 | 0.04% | 10,033 | 6,624 | 194.3% | $161.20万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $243.92万 | 0.04% | 3,426 | 3,016 | 735.6% | $214.73万 | 加仓 |
| RGEN | REPLIGEN CORP | $243.70万 | 0.04% | 18,594 | 4,978 | 36.6% | $65.24万 | 加仓 |
| ADI | ANALOG DEVICES INC | $242.80万 | 0.04% | 6,529 | 2,717 | 71.3% | $101.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $241.14万 | 0.04% | 5,690 | -1,290 | -18.5% | -$54.67万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $239.66万 | 0.04% | 122,808 | -23,420 | -16.0% | -$45.70万 | 减仓 |
| IYW | ISHARES TR | $239.47万 | 0.04% | 10,188 | 882 | 9.5% | $20.73万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $236.83万 | 0.04% | 32,971 | -9,220 | -21.9% | -$66.23万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $236.68万 | 0.04% | 7,956 | 7,956 | — | $236.68万 | 新建仓 |
| UL | UNILEVER PLC | $235.71万 | 0.04% | 38,407 | -709 | -1.8% | -$4.35万 | 减仓 |
| EQNR | EQUINOR ASA | $234.50万 | 0.04% | 60,942 | 60,942 | — | $234.50万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $233.84万 | 0.04% | 2,877 | 384 | 15.4% | $31.21万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $233.76万 | 0.04% | 165,668 | 15,085 | 10.0% | $21.28万 | 加仓 |
| APH | AMPHENOL CORP | $233.01万 | 0.04% | 15,609 | -3,997 | -20.4% | -$59.67万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $232.92万 | 0.04% | 37,231 | 4,092 | 12.3% | $25.60万 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $231.83万 | 0.04% | 94,219 | 43,474 | 85.7% | $106.97万 | 加仓 |
| ENTG | ENTEGRIS INC | $230.29万 | 0.04% | 18,224 | 1,603 | 9.6% | $20.26万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $229.93万 | 0.04% | 600,000 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $229.81万 | 0.04% | 20,115 | 20,115 | — | $229.81万 | 新建仓 |
| BLK | BLACKROCK INC | $228.66万 | 0.04% | 2,153 | 454 | 26.7% | $48.22万 | 加仓 |
| NOK | NOKIA CORP | $228.65万 | 0.04% | 246,386 | 225,331 | 1,070.2% | $209.11万 | 加仓 |
| IMCV | ISHARES TR | $228.04万 | 0.04% | 23,905 | 1,392 | 6.2% | $13.28万 | 加仓 |
| GSK | GSK PLC | $228.02万 | 0.04% | 43,867 | 34,986 | 393.9% | $181.86万 | 加仓 |
| ADBE | ADOBE INC | $227.37万 | 0.04% | 9,563 | 197 | 2.1% | $4.68万 | 加仓 |
| SLB | SLB LIMITED | $226.91万 | 0.04% | 44,034 | 30,487 | 225.0% | $157.10万 | 加仓 |
| SBUX | STARBUCKS CORP | $226.63万 | 0.04% | 21,865 | -1,139 | -5.0% | -$11.81万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $225.90万 | 0.04% | 24,937 | -448 | -1.8% | -$4.06万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $223.82万 | 0.04% | 39,349 | -13,639 | -25.7% | -$77.58万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $222.85万 | 0.04% | 69,101 | 1,109 | 1.6% | $3.58万 | 加仓 |
| BE | BLOOM ENERGY CORP | $222.65万 | 0.04% | 11,831 | 5,252 | 79.8% | $98.84万 | 加仓 |
| QLTA | ISHARES TR | $222.28万 | 0.04% | 47,684 | -152,433 | -76.2% | -$710.57万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $221.26万 | 0.04% | 47,922 | -3,600 | -7.0% | -$16.62万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $219.97万 | 0.04% | 10,272 | -2,419 | -19.1% | -$51.80万 | 减仓 |
| PGR | PROGRESSIVE CORP | $219.89万 | 0.04% | 10,192 | 1,174 | 13.0% | $25.33万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $219.78万 | 0.04% | 70,713 | 8,805 | 14.2% | $27.37万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $219.15万 | 0.04% | 45,963 | 2,498 | 5.7% | $11.91万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $218.78万 | 0.04% | 217,264 | 61,567 | 39.5% | $62.00万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $218.08万 | 0.04% | 42,428 | 1,496 | 3.7% | $7.69万 | 加仓 |
| FSK | FS KKR CAP CORP | $217.75万 | 0.04% | 201,020 | 208 | 0.1% | $2,253 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $217.70万 | 0.04% | 8,476 | 691 | 8.9% | $17.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $217.43万 | 0.04% | 18,812 | -996 | -5.0% | -$11.51万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $216.86万 | 0.04% | 38,350 | -14,007 | -26.8% | -$79.21万 | 减仓 |
| NET | CLOUDFLARE INC | $215.79万 | 0.04% | 8,124 | -726 | -8.2% | -$19.28万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $215.76万 | 0.04% | 38,939 | 5,412 | 16.1% | $29.99万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $215.68万 | 0.04% | 19,852 | -8,174 | -29.2% | -$88.80万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $215.67万 | 0.04% | 59,826 | 59,826 | — | $215.67万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $213.35万 | 0.04% | 38,380 | 7,263 | 23.3% | $40.38万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $213.23万 | 0.04% | 24,708 | 21,332 | 631.9% | $184.10万 | 加仓 |
| ALAB | ASTERA LABS INC | $212.40万 | 0.04% | 7,518 | 5,607 | 293.4% | $158.41万 | 加仓 |
| VNET | VNET GROUP INC | $211.47万 | 0.04% | 294,940 | 26,268 | 9.8% | $18.83万 | 加仓 |
| MPC | MARATHON PETE CORP | $211.33万 | 0.04% | 6,766 | 1,354 | 25.0% | $42.29万 | 加仓 |
| SMLF | ISHARES TR | $210.47万 | 0.03% | 24,306 | 24,306 | — | $210.47万 | 新建仓 |
| B | BARRICK MNG CORP | $209.99万 | 0.03% | 56,177 | 25,440 | 82.8% | $95.09万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $209.74万 | 0.03% | 10,130 | 1,543 | 18.0% | $31.95万 | 加仓 |
| SHYG | ISHARES TR | $209.47万 | 0.03% | 49,779 | -8,962 | -15.3% | -$37.71万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $208.22万 | 0.03% | 91,203 | -3,533 | -3.7% | -$8.07万 | 减仓 |