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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC | $188.39万 | 0.03% | 12,253 | 7,669 | 167.3% | $117.91万 | 加仓 |
| OKE | ONEOK INC NEW | $188.13万 | 0.03% | 21,062 | 21,062 | — | $188.13万 | 新建仓 |
| NET | CLOUDFLARE INC | $187.59万 | 0.03% | 8,850 | 2,999 | 51.3% | $63.57万 | 加仓 |
| HWKN | HAWKINS INC | $186.97万 | 0.03% | 11,361 | 3,803 | 50.3% | $62.59万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $185.19万 | 0.03% | 38,106 | -8,095 | -17.5% | -$39.34万 | 减仓 |
| NOVT | NOVANTA INC | $183.96万 | 0.03% | 15,217 | 15,217 | — | $183.96万 | 新建仓 |
| IWB | ISHARES TR | $181.91万 | 0.03% | 4,678 | 2,846 | 155.3% | $110.67万 | 加仓 |
| PGR | PROGRESSIVE CORP | $180.95万 | 0.03% | 9,018 | 7,315 | 429.5% | $146.78万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $180.94万 | 0.03% | 13,306 | 13,306 | — | $180.94万 | 新建仓 |
| ANGX | ANGEL STUDIOS INC | $179.99万 | 0.03% | 703,074 | 39,565 | 6.0% | $10.13万 | 加仓 |
| QQQI | NEOS ETF TRUST | $178.77万 | 0.03% | 33,191 | 15,959 | 92.6% | $85.95万 | 加仓 |
| CSX | CSX CORP | $178.68万 | 0.03% | 39,992 | 25,786 | 181.5% | $115.21万 | 加仓 |
| — | HONEYWELL INTL INC | $178.34万 | 0.03% | 8,480 | 5,594 | 193.8% | $117.65万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $178.15万 | 0.03% | 35,403 | 783 | 2.3% | $3.94万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $176.83万 | 0.03% | 31,566 | 14,857 | 88.9% | $83.23万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $176.69万 | 0.03% | 2,261 | 897 | 65.8% | $70.10万 | 加仓 |
| BLK | BLACKROCK INC | $176.62万 | 0.03% | 1,699 | 1,219 | 254.0% | $126.72万 | 加仓 |
| EWZ | ISHARES INC | $175.59万 | 0.03% | 45,431 | 45,431 | — | $175.59万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $173.15万 | 0.03% | 65,937 | 65,937 | — | $173.15万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $172.71万 | 0.03% | 30,338 | 15,956 | 110.9% | $90.84万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $172.35万 | 0.03% | 36,710 | 28,066 | 324.7% | $131.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $172.16万 | 0.03% | 16,148 | 11,473 | 245.4% | $122.31万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $171.95万 | 0.03% | 84,501 | 84,501 | — | $171.95万 | 新建仓 |
| CRH | CRH PLC | $171.70万 | 0.03% | 15,136 | 4,840 | 47.0% | $54.90万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $170.07万 | 0.03% | 9,171 | 4,791 | 109.4% | $88.85万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $168.61万 | 0.03% | 12,209 | 12,209 | — | $168.61万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $168.28万 | 0.03% | 3,510 | 3,510 | — | $168.28万 | 新建仓 |
| PTC | PTC INC | $167.72万 | 0.03% | 12,198 | 4,000 | 48.8% | $55.00万 | 加仓 |
| ET | ENERGY TRANSFER L P | $167.72万 | 0.03% | 84,879 | 84,879 | — | $167.72万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $167.40万 | 0.03% | 800,000 | 800,000 | — | $167.40万 | 新建仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $167.37万 | 0.03% | 155,697 | 139,677 | 871.9% | $150.15万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $167.25万 | 0.03% | 20,904 | 9,770 | 87.7% | $78.17万 | 加仓 |
| POOL | POOL CORP | $167.16万 | 0.03% | 7,975 | 2,609 | 48.6% | $54.69万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $167.05万 | 0.03% | 9,101 | 5,885 | 183.0% | $108.02万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $166.79万 | 0.03% | 84,991 | 84,991 | — | $166.79万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $166.42万 | 0.03% | 25,223 | 12,916 | 104.9% | $85.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $165.74万 | 0.03% | 21,814 | 21,814 | — | $165.74万 | 新建仓 |
| ROST | ROSS STORES INC | $164.41万 | 0.03% | 7,304 | 5,893 | 417.6% | $132.65万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $163.88万 | 0.03% | 8,587 | 6,903 | 409.9% | $131.74万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $163.63万 | 0.03% | 2,544 | 2,544 | — | $163.63万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $161.22万 | 0.03% | 31,298 | -1,039 | -3.2% | -$5.35万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $161.20万 | 0.03% | 26,531 | 13,826 | 108.8% | $84.01万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $161.17万 | 0.03% | 32,475 | 32,475 | — | $161.17万 | 新建仓 |
| SONY | SONY GROUP CORP | $161.02万 | 0.03% | 81,405 | 13,802 | 20.4% | $27.30万 | 加仓 |
| URI | UNITED RENTALS INC | $160.38万 | 0.03% | 1,684 | 1,684 | — | $160.38万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $159.82万 | 0.03% | 33,527 | 22,897 | 215.4% | $109.15万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $159.37万 | 0.03% | 310,663 | 310,663 | — | $159.37万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $159.29万 | 0.03% | 12,212 | 9,590 | 365.8% | $125.09万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $159.26万 | 0.03% | 31,117 | 31,117 | — | $159.26万 | 新建仓 |
| — | ISHARES TR | $158.89万 | 0.03% | 54,320 | 21,845 | 67.3% | $63.90万 | 加仓 |
| IFRA | ISHARES TR | $158.77万 | 0.03% | 26,274 | 26,274 | — | $158.77万 | 新建仓 |
| RMD | RESMED INC | $158.26万 | 0.03% | 7,467 | 7,467 | — | $158.26万 | 新建仓 |
| DE | DEERE & CO | $158.21万 | 0.03% | 2,825 | 2,825 | — | $158.21万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $157.52万 | 0.03% | 12,282 | -3,394 | -21.7% | -$43.53万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $157.00万 | 0.03% | 65,580 | 7,380 | 12.7% | $17.67万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $156.59万 | 0.03% | 18,336 | 5,991 | 48.5% | $51.16万 | 加仓 |
| DOW | DOW HLDGS INC | $155.80万 | 0.03% | 39,393 | 39,393 | — | $155.80万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $154.87万 | 0.03% | 36,896 | 36,896 | — | $154.87万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $154.37万 | 0.03% | 11,804 | 9,448 | 401.0% | $123.56万 | 加仓 |
| RGEN | REPLIGEN CORP | $154.02万 | 0.03% | 13,616 | 4,933 | 56.8% | $55.80万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $153.90万 | 0.03% | 4,789 | 3,536 | 282.2% | $113.64万 | 加仓 |
| — | BANK AMERICA CORP | $152.79万 | 0.03% | 1,245 | 1,245 | — | $152.79万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $152.27万 | 0.03% | 84,358 | 84,358 | — | $152.27万 | 新建仓 |
| NEM | NEWMONT CORP | $151.15万 | 0.03% | 14,046 | 14,046 | — | $151.15万 | 新建仓 |
| WRB | BERKLEY W R CORP | $149.93万 | 0.03% | 22,394 | 4,976 | 28.6% | $33.31万 | 加仓 |
| VEON | VEON LTD | $149.71万 | 0.03% | 30,497 | 9,168 | 43.0% | $45.01万 | 加仓 |
| AON | AON PLC | $149.27万 | 0.03% | 4,629 | 2,765 | 148.3% | $89.16万 | 加仓 |
| MUU | DIREXION SHARES ETF TRUST | $148.59万 | 0.03% | 5,464 | 5,464 | — | $148.59万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $148.40万 | 0.03% | 3,812 | 3,812 | — | $148.40万 | 新建仓 |
| WPC | WP CAREY INC | $148.37万 | 0.03% | 20,611 | 20,611 | — | $148.37万 | 新建仓 |
| AEG | AEGON LTD | $148.10万 | 0.03% | 184,669 | 32,433 | 21.3% | $26.01万 | 加仓 |
| COWZ | PACER FDS TR | $148.03万 | 0.03% | 23,538 | 23,538 | — | $148.03万 | 新建仓 |
| ARGX | ARGENX SE | $146.22万 | 0.03% | 1,884 | 1,611 | 590.1% | $125.04万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $146.14万 | 0.03% | 42,031 | 13,762 | 48.7% | $47.85万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $145.87万 | 0.03% | 8,186 | 5,261 | 179.9% | $93.75万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $145.74万 | 0.03% | 8,085 | -8,922 | -52.5% | -$160.83万 | 减仓 |
| MGK | VANGUARD WORLD FD | $145.06万 | 0.03% | 17,341 | 17,341 | — | $145.06万 | 新建仓 |
| LTC | LTC PPTYS INC | $144.84万 | 0.03% | 37,876 | 37,876 | — | $144.84万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $144.81万 | 0.03% | 8,774 | 8,774 | — | $144.81万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $144.16万 | 0.03% | 11,395 | 7,225 | 173.3% | $91.41万 | 加仓 |
| IHDG | WISDOMTREE TR | $144.02万 | 0.03% | 29,386 | 11,633 | 65.5% | $57.01万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $143.65万 | 0.03% | 52,350 | 13,006 | 33.1% | $35.69万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $141.14万 | 0.02% | 114,384 | 114,384 | — | $141.14万 | 新建仓 |
| JULW | AIM ETF PRODUCTS TRUST | $140.76万 | 0.02% | 35,101 | 35,101 | — | $140.76万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $140.12万 | 0.02% | 10,875 | 5,072 | 87.4% | $65.35万 | 加仓 |
| — | CION INVT CORP | $139.53万 | 0.02% | 186,522 | 53,207 | 39.9% | $39.80万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $138.81万 | 0.02% | 43,597 | 43,597 | — | $138.81万 | 新建仓 |
| D | DOMINION ENERGY INC | $138.25万 | 0.02% | 22,121 | 22,121 | — | $138.25万 | 新建仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $138.12万 | 0.02% | 39,822 | -4,326 | -9.8% | -$15.00万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $137.60万 | 0.02% | 34,583 | 1,490 | 4.5% | $5.93万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $136.97万 | 0.02% | 38,913 | 38,913 | — | $136.97万 | 新建仓 |
| SAIA | SAIA INC | $136.87万 | 0.02% | 3,243 | 675 | 26.3% | $28.49万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $136.31万 | 0.02% | 45,345 | 45,345 | — | $136.31万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $136.17万 | 0.02% | 33,730 | 33,730 | — | $136.17万 | 新建仓 |
| CPRT | COPART INC | $135.70万 | 0.02% | 40,713 | 15,198 | 59.6% | $50.65万 | 加仓 |
| ALLE | ALLEGION PLC | $135.33万 | 0.02% | 9,852 | 2,649 | 36.8% | $36.39万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $135.30万 | 0.02% | 60,027 | 60,027 | — | $135.30万 | 新建仓 |
| PSX | PHILLIPS 66 | $134.70万 | 0.02% | 7,764 | 7,764 | — | $134.70万 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $133.94万 | 0.02% | 20,673 | 7,060 | 51.9% | $45.74万 | 加仓 |
| HYLB | DBX ETF TR | $133.50万 | 0.02% | 36,456 | 36,456 | — | $133.50万 | 新建仓 |