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 |
|---|---|---|---|---|---|---|---|---|
| IOT | SAMSARA INC | $152.91万 | 0.03% | 43,268 | 43,268 | — | $152.91万 | 新建仓 |
| UI | UBIQUITI INC | $152.60万 | 0.03% | 2,828 | 78 | 2.8% | $4.21万 | 加仓 |
| CI | THE CIGNA GROUP | $152.21万 | 0.03% | 5,230 | 1,269 | 32.0% | $36.93万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $150.80万 | 0.03% | 66,815 | 6,788 | 11.3% | $15.32万 | 加仓 |
| — | ELECTRONIC ARTS INC | $150.76万 | 0.03% | 7,211 | 7,211 | — | $150.76万 | 新建仓 |
| D | DOMINION ENERGY INC | $150.00万 | 0.02% | 21,346 | -775 | -3.5% | -$5.45万 | 减仓 |
| EPR | EPR PPTYS | $149.21万 | 0.02% | 23,524 | 769 | 3.4% | $4.88万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $147.23万 | 0.02% | 1,802 | -742 | -29.2% | -$60.62万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $145.95万 | 0.02% | 45,970 | 2,373 | 5.4% | $7.53万 | 加仓 |
| CRH | CRH PLC | $145.76万 | 0.02% | 14,170 | -966 | -6.4% | -$9.94万 | 减仓 |
| IHDG | WISDOMTREE TR | $145.45万 | 0.02% | 27,647 | -1,739 | -5.9% | -$9.15万 | 减仓 |
| PLXS | PLEXUS CORP | $145.30万 | 0.02% | 5,734 | 5,734 | — | $145.30万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $145.24万 | 0.02% | 8,774 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $145.17万 | 0.02% | 4,223 | 973 | 29.9% | $33.45万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $144.59万 | 0.02% | 57,904 | 854 | 1.5% | $2.13万 | 加仓 |
| CDW | CDW CORP | $143.52万 | 0.02% | 10,397 | 1,241 | 13.6% | $17.13万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $143.18万 | 0.02% | 22,853 | 1,450 | 6.8% | $9.08万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $143.10万 | 0.02% | 10,712 | 4,814 | 81.6% | $64.31万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $142.93万 | 0.02% | 33,599 | -131 | -0.4% | -$5,573 | 减仓 |
| MGK | VANGUARD WORLD FD | $142.76万 | 0.02% | 16,884 | -69,821 | -80.5% | -$590.34万 | 减仓 |
| SNPS | SYNOPSYS INC | $141.86万 | 0.02% | 3,647 | -1,197 | -24.7% | -$46.56万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $141.23万 | 0.02% | 59,241 | 59,241 | — | $141.23万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $140.17万 | 0.02% | 18,524 | 7,403 | 66.6% | $56.02万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $139.23万 | 0.02% | 27,931 | 3,343 | 13.6% | $16.66万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $138.71万 | 0.02% | 34,101 | -1,000 | -2.8% | -$4.07万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $138.33万 | 0.02% | 126,678 | 8,258 | 7.0% | $9.02万 | 加仓 |
| HON | HONEYWELL INTL INC | $137.91万 | 0.02% | 5,612 | -2,868 | -33.8% | -$70.48万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $137.62万 | 0.02% | 20,611 | 2,275 | 12.4% | $15.19万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $137.60万 | 0.02% | 17,819 | -72 | -0.4% | -$5,560 | 减仓 |
| MKL | MARKEL GROUP INC | $137.22万 | 0.02% | 681 | -5 | -0.7% | -$1.01万 | 减仓 |
| SO | SOUTHERN CO | $137.18万 | 0.02% | 14,219 | 541 | 4.0% | $5.22万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $136.87万 | 0.02% | 41,985 | 3,072 | 7.9% | $10.01万 | 加仓 |
| — | BLACKROCK ETF TRUST | $136.78万 | 0.02% | 47,743 | 47,743 | — | $136.78万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $134.87万 | 0.02% | 59,151 | -46,800 | -44.2% | -$106.70万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $134.55万 | 0.02% | 49,595 | 17,954 | 56.7% | $48.71万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $133.97万 | 0.02% | 9,476 | -3,830 | -28.8% | -$54.15万 | 减仓 |
| AON | AON PLC | $133.80万 | 0.02% | 3,644 | -985 | -21.3% | -$36.17万 | 减仓 |
| AVY | AVERY DENNISON CORP | $133.71万 | 0.02% | 8,202 | 993 | 13.8% | $16.19万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $132.92万 | 0.02% | 30,951 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $132.84万 | 0.02% | 3,468 | 106 | 3.2% | $4.06万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $132.75万 | 0.02% | 78,781 | 78,781 | — | $132.75万 | 新建仓 |
| IBDS | ISHARES TR | $132.49万 | 0.02% | 54,815 | 6,884 | 14.4% | $16.64万 | 加仓 |
| — | BOEING CO | $131.54万 | 0.02% | 20,025 | 1,512 | 8.2% | $9.93万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $130.60万 | 0.02% | 11,783 | 5,859 | 98.9% | $64.94万 | 加仓 |
| SAIA | SAIA INC | $130.47万 | 0.02% | 3,107 | -136 | -4.2% | -$5.71万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $130.12万 | 0.02% | 37,891 | -39,360 | -51.0% | -$135.16万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $129.42万 | 0.02% | 30,049 | 30,049 | — | $129.42万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $129.26万 | 0.02% | 37,729 | 942 | 2.6% | $3.23万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $128.45万 | 0.02% | 25,316 | 1,166 | 4.8% | $5.92万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $127.98万 | 0.02% | 27,630 | -9,080 | -24.7% | -$42.06万 | 减仓 |
| BMI | BADGER METER INC | $127.66万 | 0.02% | 9,974 | 955 | 10.6% | $12.22万 | 加仓 |
| HLF | HERBALIFE LTD | $127.23万 | 0.02% | 104,459 | 71,403 | 216.0% | $86.97万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $126.54万 | 0.02% | 8,669 | -432 | -4.7% | -$6.31万 | 减仓 |
| VV | VANGUARD INDEX FDS | $125.91万 | 0.02% | 3,704 | 477 | 14.8% | $16.21万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $125.19万 | 0.02% | 54,646 | 4,487 | 8.9% | $10.28万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $124.67万 | 0.02% | 89,692 | 26,020 | 40.9% | $36.17万 | 加仓 |
| SLV | ISHARES SILVER TR | $124.65万 | 0.02% | 23,550 | -7,671 | -24.6% | -$40.60万 | 减仓 |
| CLSK | CLEANSPARK INC | $124.40万 | 0.02% | 88,702 | 13,340 | 17.7% | $18.71万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $123.38万 | 0.02% | 22,461 | -4,070 | -15.3% | -$22.36万 | 减仓 |
| ACWV | ISHARES INC | $123.00万 | 0.02% | 9,980 | 255 | 2.6% | $3.14万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $122.78万 | 0.02% | 2,282 | 93 | 4.2% | $5.00万 | 加仓 |
| HYG | ISHARES TR | $122.34万 | 0.02% | 15,433 | 245 | 1.6% | $1.94万 | 加仓 |
| FDX | FEDEX CORP | $122.00万 | 0.02% | 3,926 | 937 | 31.3% | $29.12万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $121.83万 | 0.02% | 106,159 | -8,225 | -7.2% | -$9.44万 | 减仓 |
| ILMN | ILLUMINA INC | $121.73万 | 0.02% | 6,425 | 6,425 | — | $121.73万 | 新建仓 |
| PAYX | PAYCHEX INC | $121.57万 | 0.02% | 10,527 | 1,015 | 10.7% | $11.72万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $121.39万 | 0.02% | 5,240 | -6,229 | -54.3% | -$144.30万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $121.13万 | 0.02% | 42,412 | 4,249 | 11.1% | $12.14万 | 加仓 |
| CPA | COPA HOLDINGS SA | $120.66万 | 0.02% | 8,716 | 8,716 | — | $120.66万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $119.93万 | 0.02% | 21,344 | 3,408 | 19.0% | $19.15万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $118.89万 | 0.02% | 16,244 | 439 | 2.8% | $3.21万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $118.63万 | 0.02% | 16,395 | 1,351 | 9.0% | $9.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $118.61万 | 0.02% | 25,966 | -19,673 | -43.1% | -$89.87万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $118.55万 | 0.02% | 53,449 | 6,814 | 14.6% | $15.11万 | 加仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $118.52万 | 0.02% | 35,860 | -3,962 | -9.9% | -$13.09万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $117.90万 | 0.02% | 15,872 | 15,872 | — | $117.90万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $117.42万 | 0.02% | 13,756 | 1,029 | 8.1% | $8.78万 | 加仓 |
| VLO | VALERO ENERGY CORP | $117.12万 | 0.02% | 3,841 | 1,731 | 82.0% | $52.78万 | 加仓 |
| — | BAILLIE GIFFORD ETF TR | $116.55万 | 0.02% | 44,618 | 44,618 | — | $116.55万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $114.38万 | 0.02% | 35,621 | 35,621 | — | $114.38万 | 新建仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $114.28万 | 0.02% | 47,489 | -3,768 | -7.4% | -$9.07万 | 减仓 |
| SYY | SYSCO CORP | $114.15万 | 0.02% | 13,575 | 185 | 1.4% | $1.56万 | 加仓 |
| CB | CHUBB LIMITED | $113.78万 | 0.02% | 3,170 | 333 | 11.7% | $11.95万 | 加仓 |
| MSCI | MSCI INC | $113.56万 | 0.02% | 1,989 | -170 | -7.9% | -$9.71万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $113.52万 | 0.02% | 23,869 | -41 | -0.2% | -$1,950 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.38万 | 0.02% | 2,071 | 454 | 28.1% | $24.85万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $112.38万 | 0.02% | 11,386 | -402 | -3.4% | -$3.97万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $112.30万 | 0.02% | 5,006 | 446 | 9.8% | $10.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $111.22万 | 0.02% | 25,088 | -411 | -1.6% | -$1.82万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $110.95万 | 0.02% | 8,752 | 4,451 | 103.5% | $56.43万 | 加仓 |
| CR | CRANE COMPANY | $110.94万 | 0.02% | 4,899 | 290 | 6.3% | $6.57万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $110.67万 | 0.02% | 18,242 | 2,033 | 12.5% | $12.33万 | 加仓 |
| MCHI | ISHARES TR | $110.62万 | 0.02% | 20,387 | 20,387 | — | $110.62万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $110.52万 | 0.02% | 9,195 | 9,195 | — | $110.52万 | 新建仓 |
| PLD | PROLOGIS INC. | $110.47万 | 0.02% | 7,502 | -1,226 | -14.0% | -$18.05万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $110.05万 | 0.02% | 11,965 | 519 | 4.5% | $4.77万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $109.91万 | 0.02% | 2,222 | 158 | 7.7% | $7.82万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $109.91万 | 0.02% | 1,964 | 130 | 7.1% | $7.28万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $109.53万 | 0.02% | 28,733 | 8,644 | 43.0% | $32.95万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $109.16万 | 0.02% | 26,894 | -4,780 | -15.1% | -$19.40万 | 减仓 |