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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $108.97万 | 0.02% | 30,151 | 22,200 | 279.2% | $80.23万 | 加仓 |
| VHT | VANGUARD WORLD FD | $108.86万 | 0.02% | 3,550 | 2,052 | 137.0% | $62.92万 | 加仓 |
| AOA | ISHARES TR | $108.82万 | 0.02% | 11,337 | 1,117 | 10.9% | $10.72万 | 加仓 |
| IRM | IRON MTN INC DEL | $108.58万 | 0.02% | 8,550 | -65 | -0.8% | -$8,254 | 减仓 |
| RBC | RBC BEARINGS INC | $108.10万 | 0.02% | 1,848 | -382 | -17.1% | -$22.35万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $107.01万 | 0.02% | 1,084 | 41 | 3.9% | $4.05万 | 加仓 |
| DHI | D R HORTON INC | $106.97万 | 0.02% | 7,245 | 2,271 | 45.7% | $33.53万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $106.56万 | 0.02% | 16,651 | 16,651 | — | $106.56万 | 新建仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $106.53万 | 0.02% | 13,709 | 13,709 | — | $106.53万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $106.42万 | 0.02% | 25,831 | 1,651 | 6.8% | $6.80万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $106.32万 | 0.02% | 7,881 | 523 | 7.1% | $7.06万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $106.29万 | 0.02% | 34,849 | -37,125 | -51.6% | -$113.23万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $105.93万 | 0.02% | 42,425 | 795 | 1.9% | $1.99万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $105.47万 | 0.02% | 24,371 | -10,212 | -29.5% | -$44.20万 | 减仓 |
| EQT | EQT CORP | $104.63万 | 0.02% | 20,122 | 556 | 2.8% | $2.89万 | 加仓 |
| SJM | SMUCKER J M CO | $104.20万 | 0.02% | 8,608 | 251 | 3.0% | $3.04万 | 加仓 |
| SPGI | S&P GLOBAL INC | $103.97万 | 0.02% | 2,364 | -121 | -4.9% | -$5.32万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $103.60万 | 0.02% | 10,172 | -671 | -6.2% | -$6.83万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $103.35万 | 0.02% | 34,588 | -10,757 | -23.7% | -$32.14万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $102.50万 | 0.02% | 12,879 | -2,013 | -13.5% | -$16.02万 | 减仓 |
| USB | US BANCORP | $102.15万 | 0.02% | 16,089 | 2,279 | 16.5% | $14.47万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $101.76万 | 0.02% | 6,652 | -5,601 | -45.7% | -$85.68万 | 减仓 |
| IGIB | ISHARES TR | $101.65万 | 0.02% | 19,425 | -477 | -2.4% | -$2.50万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $101.39万 | 0.02% | 10,300 | 7,391 | 254.1% | $72.76万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $100.50万 | 0.02% | 10,283 | -26 | -0.3% | -$2,541 | 减仓 |
| FCN | FTI CONSULTING INC | $100.33万 | 0.02% | 6,198 | -137 | -2.2% | -$2.22万 | 减仓 |
| PCG | PG&E CORP | $100.22万 | 0.02% | 56,945 | 553 | 1.0% | $9,733 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $100.12万 | 0.02% | 2,524 | 326 | 14.8% | $12.93万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $100.02万 | 0.02% | 66,547 | 8,127 | 13.9% | $12.21万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $99.61万 | 0.02% | 23,275 | -705 | -2.9% | -$3.02万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $99.16万 | 0.02% | 25,321 | -1,275 | -4.8% | -$4.99万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $99.12万 | 0.02% | 35,014 | -30,002 | -46.1% | -$84.94万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $99.10万 | 0.02% | 26,612 | 4,842 | 22.2% | $18.03万 | 加仓 |
| — | AXIL BRANDS INC | $98.60万 | 0.02% | 164,331 | -22,125 | -11.9% | -$13.28万 | 减仓 |
| ZTS | ZOETIS INC | $98.51万 | 0.02% | 12,806 | -58,810 | -82.1% | -$452.38万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $98.07万 | 0.02% | 1,881 | -17,598 | -90.3% | -$917.53万 | 减仓 |
| EAGG | ISHARES TR | $98.07万 | 0.02% | 20,959 | 3,221 | 18.2% | $15.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $98.03万 | 0.02% | 5,248 | -155,577 | -96.7% | -$2,906.04万 | 减仓 |
| MC | MOELIS & CO | $98.02万 | 0.02% | 14,462 | -80,706 | -84.8% | -$547.01万 | 减仓 |
| — | NEOS ETF TRUST | $97.95万 | 0.02% | 19,970 | 19,970 | — | $97.95万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $97.69万 | 0.02% | 3,913 | 820 | 26.5% | $20.47万 | 加仓 |
| MCK | MCKESSON CORP | $97.20万 | 0.02% | 1,143 | 178 | 18.4% | $15.14万 | 加仓 |
| POOL | POOL CORP | $96.94万 | 0.02% | 5,251 | -2,724 | -34.2% | -$50.29万 | 减仓 |
| FTI | TECHNIPFMC PLC | $96.92万 | 0.02% | 12,915 | -4,041 | -23.8% | -$30.32万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $96.90万 | 0.02% | 32,183 | 6,768 | 26.6% | $20.38万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $96.78万 | 0.02% | 5,483 | 210 | 4.0% | $3.71万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $96.24万 | 0.02% | 26,353 | -29,785 | -53.1% | -$108.77万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $96.16万 | 0.02% | 53,662 | 1,799 | 3.5% | $3.22万 | 加仓 |
| MELI | MERCADOLIBRE INC | $96.08万 | 0.02% | 528 | -46 | -8.0% | -$8.37万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $95.71万 | 0.02% | 2,788 | 49 | 1.8% | $1.68万 | 加仓 |
| SHEL | SHELL PLC | $95.14万 | 0.02% | 11,015 | 682 | 6.6% | $5.89万 | 加仓 |
| CCJ | CAMECO CORP | $94.02万 | 0.02% | 10,522 | 729 | 7.4% | $6.51万 | 加仓 |
| EMGF | ISHARES INC | $93.71万 | 0.02% | 13,793 | -3,259 | -19.1% | -$22.14万 | 减仓 |
| AGNC | AGNC INVT CORP | $93.36万 | 0.02% | 87,741 | 6,064 | 7.4% | $6.45万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $93.30万 | 0.02% | 697 | -1,064 | -60.4% | -$142.43万 | 减仓 |
| DSI | ISHARES TR | $92.83万 | 0.02% | 6,747 | -519 | -7.1% | -$7.14万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $92.65万 | 0.02% | 19,538 | -6,412 | -24.7% | -$30.41万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $92.44万 | 0.02% | 20,243 | 6,796 | 50.5% | $31.03万 | 加仓 |
| SUSC | ISHARES TR | $92.00万 | 0.02% | 40,473 | -14,124 | -25.9% | -$32.10万 | 减仓 |
| AFL | AFLAC INC | $91.98万 | 0.02% | 7,268 | 2,111 | 40.9% | $26.72万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $91.92万 | 0.02% | 9,334 | -120 | -1.3% | -$1.18万 | 减仓 |
| JNK | SPDR SERIES TRUST | $91.86万 | 0.02% | 9,622 | -1,972 | -17.0% | -$18.83万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $91.75万 | 0.02% | 62,711 | 2,452 | 4.1% | $3.59万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $91.49万 | 0.02% | 3,946 | 120 | 3.1% | $2.78万 | 加仓 |
| EOG | EOG RES INC | $91.49万 | 0.02% | 6,520 | -2,791 | -30.0% | -$39.16万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $91.36万 | 0.02% | 5,930 | -2,155 | -26.7% | -$33.20万 | 减仓 |
| — | ORACLE CORP | $91.31万 | 0.02% | 23,413 | 7,304 | 45.3% | $28.49万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $91.00万 | 0.02% | 34,933 | 8,633 | 32.8% | $22.49万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $91.00万 | 0.02% | 36,810 | -374 | -1.0% | -$9,245 | 减仓 |
| NDAQ | NASDAQ INC | $90.64万 | 0.02% | 9,648 | -1,313 | -12.0% | -$12.33万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $90.42万 | 0.02% | 10,477 | 10,477 | — | $90.42万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $89.94万 | 0.01% | 17,101 | 17,101 | — | $89.94万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $89.81万 | 0.01% | 11,440 | -109 | -0.9% | -$8,557 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $89.30万 | 0.01% | 53,730 | 7,802 | 17.0% | $12.97万 | 加仓 |
| SMMD | ISHARES TR | $89.09万 | 0.01% | 9,939 | 3,746 | 60.5% | $33.58万 | 加仓 |
| ESGE | ISHARES INC | $88.95万 | 0.01% | 17,403 | -2,555 | -12.8% | -$13.06万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $88.83万 | 0.01% | 64,652 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $88.40万 | 0.01% | 36,740 | -497,626 | -93.1% | -$1,197.30万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $88.31万 | 0.01% | 22,580 | 15,972 | 241.7% | $62.47万 | 加仓 |
| FLOT | ISHARES TR | $88.25万 | 0.01% | 17,284 | 1,352 | 8.5% | $6.90万 | 加仓 |
| SE | SEA LTD | $87.69万 | 0.01% | 8,400 | -2,655 | -24.0% | -$27.72万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $87.54万 | 0.01% | 27,308 | -692 | -2.5% | -$2.22万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $87.43万 | 0.01% | 3,266 | 1,423 | 77.2% | $38.09万 | 加仓 |
| EFAV | ISHARES TR | $87.32万 | 0.01% | 9,539 | -19,557 | -67.2% | -$179.02万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $86.61万 | 0.01% | 13,007 | 2,062 | 18.8% | $13.73万 | 加仓 |
| SUB | ISHARES TR | $86.59万 | 0.01% | 8,160 | 329 | 4.2% | $3.49万 | 加仓 |
| MGC | VANGUARD WORLD FD | $86.49万 | 0.01% | 3,210 | -767 | -19.3% | -$20.67万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $86.39万 | 0.01% | 672 | -1,491 | -68.9% | -$191.68万 | 减仓 |
| RY | ROYAL BK CDA | $86.33万 | 0.01% | 4,120 | 2,382 | 137.1% | $49.91万 | 加仓 |
| BGC | BGC GROUP INC | $86.30万 | 0.01% | 73,196 | 73,196 | — | $86.30万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $85.53万 | 0.01% | 16,028 | 392 | 2.5% | $2.09万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $85.36万 | 0.01% | 26,566 | 177 | 0.7% | $5,687 | 加仓 |
| ESGD | ISHARES TR | $85.30万 | 0.01% | 8,275 | -854 | -9.4% | -$8.80万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $84.95万 | 0.01% | 33,751 | 23,873 | 241.7% | $60.09万 | 加仓 |
| ESML | ISHARES TR | $84.69万 | 0.01% | 15,703 | -1,188 | -7.0% | -$6.41万 | 减仓 |
| NU | NU HLDGS LTD | $84.08万 | 0.01% | 57,866 | 3,641 | 6.7% | $5.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $83.54万 | 0.01% | 17,001 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $83.15万 | 0.01% | 2,198 | -329 | -13.0% | -$12.45万 | 减仓 |
| AME | AMETEK INC | $82.93万 | 0.01% | 3,411 | 1,819 | 114.3% | $44.23万 | 加仓 |
| GCOW | PACER FDS TR | $82.84万 | 0.01% | 18,211 | -115 | -0.6% | -$5,231 | 减仓 |