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 |
|---|---|---|---|---|---|---|---|---|
| BOOT | BOOT BARN HLDGS INC | $207.76万 | 0.03% | 13,394 | 1,562 | 13.2% | $24.23万 | 加仓 |
| BROS | DUTCH BROS INC | $207.03万 | 0.03% | 31,512 | 31,512 | — | $207.03万 | 新建仓 |
| PSA | PUBLIC STORAGE | $206.44万 | 0.03% | 6,371 | 2,716 | 74.3% | $88.01万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $205.88万 | 0.03% | 13,348 | 13,348 | — | $205.88万 | 新建仓 |
| SNDK | SANDISK CORP | $205.63万 | 0.03% | 1,609 | 1,286 | 398.1% | $164.35万 | 加仓 |
| AZN | ASTRAZENECA PLC | $203.65万 | 0.03% | 12,005 | 150 | 1.3% | $2.54万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $202.95万 | 0.03% | 13,405 | 1,196 | 9.8% | $18.11万 | 加仓 |
| IWN | ISHARES TR | $202.47万 | 0.03% | 9,114 | 5,452 | 148.9% | $121.12万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $202.19万 | 0.03% | 91,781 | -7,953 | -8.0% | -$17.52万 | 减仓 |
| IGM | ISHARES TR | $202.15万 | 0.03% | 13,335 | -875 | -6.2% | -$13.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $201.02万 | 0.03% | 34,445 | 379 | 1.1% | $2.21万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $200.20万 | 0.03% | 34,672 | 2,355 | 7.3% | $13.60万 | 加仓 |
| EWT | ISHARES INC | $199.92万 | 0.03% | 20,440 | -4,743 | -18.8% | -$46.39万 | 减仓 |
| UMBF | UMB FINL CORP | $199.46万 | 0.03% | 14,149 | 14,149 | — | $199.46万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $199.42万 | 0.03% | 233,234 | 27,709 | 13.5% | $23.69万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $198.84万 | 0.03% | 33,290 | 33,290 | — | $198.84万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $198.68万 | 0.03% | 99,789 | 14,910 | 17.6% | $29.69万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $197.72万 | 0.03% | 6,867 | 3,988 | 138.5% | $114.82万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $197.50万 | 0.03% | 41,214 | -333 | -0.8% | -$1.60万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $196.87万 | 0.03% | 100,523 | 15,532 | 18.3% | $30.42万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $196.59万 | 0.03% | 87,812 | 3,311 | 3.9% | $7.41万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $196.17万 | 0.03% | 108,984 | 108,984 | — | $196.17万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $195.62万 | 0.03% | 19,806 | -141 | -0.7% | -$1.39万 | 减仓 |
| ARGX | ARGENX SE | $195.30万 | 0.03% | 2,197 | 313 | 16.6% | $27.82万 | 加仓 |
| OKE | ONEOK INC NEW | $195.28万 | 0.03% | 21,829 | 767 | 3.6% | $6.86万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $194.45万 | 0.03% | 2,984 | -70 | -2.3% | -$4.56万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $194.45万 | 0.03% | 36,710 | -740 | -2.0% | -$3.92万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $194.00万 | 0.03% | 25,637 | -5,337 | -17.2% | -$40.39万 | 减仓 |
| SSL | SASOL LTD | $193.49万 | 0.03% | 168,990 | 168,990 | — | $193.49万 | 新建仓 |
| URI | UNITED RENTALS INC | $193.18万 | 0.03% | 1,713 | 29 | 1.7% | $3.27万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $193.04万 | 0.03% | 9,772 | 9,772 | — | $193.04万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $192.77万 | 0.03% | 47,208 | 23,468 | 98.9% | $95.83万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $191.28万 | 0.03% | 156,660 | 10,469 | 7.2% | $12.78万 | 加仓 |
| RRC | RANGE RES CORP | $187.98万 | 0.03% | 49,625 | 4,768 | 10.6% | $18.06万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $187.68万 | 0.03% | 16,616 | 468 | 2.9% | $5.29万 | 加仓 |
| E | ENI SPA | $187.67万 | 0.03% | 37,066 | 37,066 | — | $187.67万 | 新建仓 |
| TTE | TOTALENERGIES SE | $187.19万 | 0.03% | 22,242 | 690 | 3.2% | $5.81万 | 加仓 |
| IWD | ISHARES TR | $186.16万 | 0.03% | 7,454 | -1,666 | -18.3% | -$41.61万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $185.08万 | 0.03% | 74,627 | -4,683 | -5.9% | -$11.61万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $184.29万 | 0.03% | 14,305 | 2,910 | 25.5% | $37.49万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $183.83万 | 0.03% | 21,616 | 712 | 3.4% | $6.05万 | 加仓 |
| DE | DEERE & CO | $183.75万 | 0.03% | 2,940 | 115 | 4.1% | $7.19万 | 加仓 |
| OEF | ISHARES TR | $182.73万 | 0.03% | 5,031 | -1,816 | -26.5% | -$65.96万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $181.68万 | 0.03% | 13,919 | 3,044 | 28.0% | $39.73万 | 加仓 |
| HWKN | HAWKINS INC | $181.31万 | 0.03% | 12,915 | 1,554 | 13.7% | $21.82万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $180.28万 | 0.03% | 28,743 | -1,595 | -5.3% | -$10.00万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $179.81万 | 0.03% | 79,846 | 1,647 | 2.1% | $3.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $177.92万 | 0.03% | 21,938 | 124 | 0.6% | $1.01万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $174.43万 | 0.03% | 9,500 | 2,300 | 31.9% | $42.23万 | 加仓 |
| SAP | SAP SE | $174.07万 | 0.03% | 10,179 | -2,194 | -17.7% | -$37.52万 | 减仓 |
| CAIE | CALAMOS ETF TR | $173.72万 | 0.03% | 65,332 | 65,332 | — | $173.72万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $173.69万 | 0.03% | 47,238 | -7,768 | -14.1% | -$28.56万 | 减仓 |
| — | ISHARES TR | $173.68万 | 0.03% | 59,653 | 59,653 | — | $173.68万 | 新建仓 |
| IDXX | IDEXX LABS INC | $173.09万 | 0.03% | 3,112 | 1,015 | 48.4% | $56.45万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $172.85万 | 0.03% | 34,905 | -498 | -1.4% | -$2.47万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $172.61万 | 0.03% | 63,648 | 63,648 | — | $172.61万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $171.81万 | 0.03% | 11,495 | -1,041 | -8.3% | -$15.56万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $171.20万 | 0.03% | 3,542 | 32 | 0.9% | $1.55万 | 加仓 |
| — | BANK OF AMER CORP | $171.18万 | 0.03% | 1,329 | 84 | 6.7% | $10.82万 | 加仓 |
| COO | COOPER COS INC | $170.40万 | 0.03% | 24,242 | -13,061 | -35.0% | -$91.81万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $169.91万 | 0.03% | 1,991 | -270 | -11.9% | -$23.04万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $168.71万 | 0.03% | 53,954 | 53,954 | — | $168.71万 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $168.31万 | 0.03% | 23,059 | 2,386 | 11.5% | $17.42万 | 加仓 |
| IWB | ISHARES TR | $167.75万 | 0.03% | 4,148 | -530 | -11.3% | -$21.43万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $167.73万 | 0.03% | 58,261 | -9,160 | -13.6% | -$26.37万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $167.40万 | 0.03% | 64,559 | -1,378 | -2.1% | -$3.57万 | 减仓 |
| ALLE | ALLEGION PLC | $166.63万 | 0.03% | 10,537 | 685 | 7.0% | $10.83万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $166.48万 | 0.03% | 14,939 | 12,814 | 603.0% | $142.80万 | 加仓 |
| WRB | BERKLEY W R CORP | $166.31万 | 0.03% | 21,969 | -425 | -1.9% | -$3.22万 | 减仓 |
| SHY | ISHARES TR | $166.06万 | 0.03% | 20,283 | 9,470 | 87.6% | $77.53万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $165.90万 | 0.03% | 7,078 | 2,656 | 60.1% | $62.25万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $165.76万 | 0.03% | 212,240 | 32,112 | 17.8% | $25.08万 | 加仓 |
| VEON | VEON LTD | $165.34万 | 0.03% | 31,981 | 1,484 | 4.9% | $7.67万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $165.27万 | 0.03% | 33,846 | 1,371 | 4.2% | $6.69万 | 加仓 |
| EDGU | ADVISORS INNER CIRCLE FD II | $165.17万 | 0.03% | 53,265 | 29,936 | 128.3% | $92.83万 | 加仓 |
| WPC | WP CAREY INC | $165.03万 | 0.03% | 21,678 | 1,067 | 5.2% | $8.12万 | 加仓 |
| IFRA | ISHARES TR | $164.66万 | 0.03% | 26,605 | 331 | 1.3% | $2.05万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $164.44万 | 0.03% | 31,232 | -66 | -0.2% | -$3,475 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $164.30万 | 0.03% | 11,351 | -453 | -3.8% | -$6.56万 | 减仓 |
| SONY | SONY GROUP CORP | $164.14万 | 0.03% | 73,637 | -7,768 | -9.5% | -$17.31万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $163.92万 | 0.03% | 51,548 | 9,517 | 22.6% | $30.26万 | 加仓 |
| TLT | ISHARES TR | $163.55万 | 0.03% | 19,529 | -32,335 | -62.3% | -$270.80万 | 减仓 |
| COWZ | PACER FDS TR | $163.31万 | 0.03% | 24,774 | 1,236 | 5.3% | $8.15万 | 加仓 |
| MMM | 3M CO | $163.25万 | 0.03% | 9,159 | 170 | 1.9% | $3.03万 | 加仓 |
| LTC | LTC PPTYS INC | $162.54万 | 0.03% | 38,756 | 880 | 2.3% | $3.69万 | 加仓 |
| NRG | NRG ENERGY INC | $162.52万 | 0.03% | 11,907 | -22,290 | -65.2% | -$304.25万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $162.23万 | 0.03% | 12,184 | -98 | -0.8% | -$1.30万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $161.02万 | 0.03% | 9,657 | 1,471 | 18.0% | $24.53万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $159.62万 | 0.03% | 55,830 | 3,480 | 6.6% | $9.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $159.51万 | 0.03% | 5,908 | 3,725 | 170.6% | $100.57万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $159.00万 | 0.03% | 36,896 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $158.77万 | 0.03% | 95,758 | 11,400 | 13.5% | $18.90万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $157.31万 | 0.03% | 68,394 | 2,814 | 4.3% | $6.47万 | 加仓 |
| STT | STATE STR CORP | $156.15万 | 0.03% | 8,456 | 8,456 | — | $156.15万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $155.82万 | 0.03% | 5,805 | 452 | 8.4% | $12.13万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $155.14万 | 0.03% | 5,112 | 323 | 6.7% | $9.80万 | 加仓 |
| F | FORD MTR CO | $154.67万 | 0.03% | 105,358 | 35,359 | 50.5% | $51.91万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $154.11万 | 0.03% | 30,474 | 5,251 | 20.8% | $26.55万 | 加仓 |
| PSX | PHILLIPS 66 | $153.07万 | 0.03% | 7,366 | -398 | -5.1% | -$8.27万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $152.91万 | 0.03% | 319,232 | 8,569 | 2.8% | $4.10万 | 加仓 |