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 |
|---|---|---|---|---|---|---|---|---|
| SHYD | VANECK ETF TRUST | $82.67万 | 0.01% | 36,452 | -5,048 | -12.2% | -$11.45万 | 减仓 |
| CNC | CENTENE CORP DEL | $82.63万 | 0.01% | 12,896 | -519 | -3.9% | -$3.33万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $82.39万 | 0.01% | 15,429 | 781 | 5.3% | $4.17万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $82.34万 | 0.01% | 9,027 | 4,676 | 107.5% | $42.65万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $81.59万 | 0.01% | 78,001 | 91 | 0.1% | $952 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $80.95万 | 0.01% | 23,787 | -9,335 | -28.2% | -$31.77万 | 减仓 |
| IWMI | NEOS ETF TRUST | $80.88万 | 0.01% | 15,541 | 15,541 | — | $80.88万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $80.82万 | 0.01% | 1,211 | 1,211 | — | $80.82万 | 新建仓 |
| AOR | ISHARES TR | $80.71万 | 0.01% | 11,837 | -1,507 | -11.3% | -$10.28万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $80.33万 | 0.01% | 3,887 | -2,749 | -41.4% | -$56.82万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $80.31万 | 0.01% | 17,696 | 2,902 | 19.6% | $13.17万 | 加仓 |
| RMD | RESMED INC | $80.14万 | 0.01% | 3,946 | -3,521 | -47.2% | -$71.51万 | 减仓 |
| WWD | WOODWARD INC | $80.11万 | 0.01% | 1,908 | -596 | -23.8% | -$25.02万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $79.61万 | 0.01% | 10,057 | -349 | -3.4% | -$2.76万 | 减仓 |
| IMCB | ISHARES TR | $79.43万 | 0.01% | 8,161 | -352 | -4.1% | -$3.43万 | 减仓 |
| IBDR | ISHARES TR | $79.43万 | 0.01% | 32,786 | -4,822 | -12.8% | -$11.68万 | 减仓 |
| PEN | PENUMBRA INC | $79.23万 | 0.01% | 2,480 | -5,803 | -70.1% | -$185.38万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $78.95万 | 0.01% | 9,521 | 525 | 5.8% | $4.35万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $78.68万 | 0.01% | 3,479 | 15 | 0.4% | $3,393 | 加仓 |
| AGGY | WISDOMTREE TR | $78.58万 | 0.01% | 18,326 | 55 | 0.3% | $2,358 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $78.27万 | 0.01% | 2,087 | 783 | 60.0% | $29.37万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $78.27万 | 0.01% | 32,397 | -218 | -0.7% | -$5,267 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $78.00万 | 0.01% | 20,396 | -27 | -0.1% | -$1,033 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $77.61万 | 0.01% | 18,751 | 228 | 1.2% | $9,437 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $77.54万 | 0.01% | 3,678 | 3,678 | — | $77.54万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $77.35万 | 0.01% | 22,791 | 5,168 | 29.3% | $17.54万 | 加仓 |
| NVO | NOVO-NORDISK A S | $77.23万 | 0.01% | 15,548 | 1,546 | 11.0% | $7.68万 | 加仓 |
| — | CION INVT CORP | $76.83万 | 0.01% | 128,023 | -58,499 | -31.4% | -$35.11万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $76.73万 | 0.01% | 9,431 | 1,411 | 17.6% | $11.48万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $76.59万 | 0.01% | 99,591 | 883 | 0.9% | $6,790 | 加仓 |
| EME | EMCOR GROUP INC | $76.52万 | 0.01% | 1,030 | 27 | 2.7% | $2.01万 | 加仓 |
| USXF | ISHARES TR | $76.51万 | 0.01% | 11,569 | 561 | 5.1% | $3.71万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $75.79万 | 0.01% | 14,873 | 701 | 4.9% | $3.57万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $75.55万 | 0.01% | 29,137 | 47 | 0.2% | $1,219 | 加仓 |
| ARCC | ARES CAPITAL CORP | $75.01万 | 0.01% | 39,707 | -2,186 | -5.2% | -$4.13万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $74.99万 | 0.01% | 2,251 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $74.86万 | 0.01% | 20,841 | 602 | 3.0% | $2.16万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $74.73万 | 0.01% | 4,079 | 240 | 6.3% | $4.40万 | 加仓 |
| CSGP | COSTAR GROUP INC | $74.59万 | 0.01% | 25,570 | 5,994 | 30.6% | $17.48万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $74.47万 | 0.01% | 5,741 | -197 | -3.3% | -$2.56万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $73.85万 | 0.01% | 2,490 | 38 | 1.5% | $1.13万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $73.83万 | 0.01% | 2,256 | -648 | -22.3% | -$21.21万 | 减仓 |
| KFY | KORN FERRY | $73.67万 | 0.01% | 9,076 | 9,076 | — | $73.67万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $73.54万 | 0.01% | 4,037 | 225 | 5.9% | $4.10万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $73.47万 | 0.01% | 22,839 | 3,720 | 19.5% | $11.97万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $73.46万 | 0.01% | 17,912 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $73.42万 | 0.01% | 28,803 | -525 | -1.8% | -$1.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $73.40万 | 0.01% | 3,201 | 490 | 18.1% | $11.24万 | 加仓 |
| EUFN | ISHARES TR | $72.82万 | 0.01% | 17,774 | 17,774 | — | $72.82万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $72.73万 | 0.01% | 42,458 | 3,942 | 10.2% | $6.75万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $72.38万 | 0.01% | 15,021 | 15,021 | — | $72.38万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $71.93万 | 0.01% | 19,346 | -17 | -0.1% | -$632 | 减仓 |
| — | ALPS ETF TR | $71.68万 | 0.01% | 17,393 | 6,637 | 61.7% | $27.35万 | 加仓 |
| USRT | ISHARES TR | $71.59万 | 0.01% | 10,304 | 1,501 | 17.1% | $10.43万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $71.54万 | 0.01% | 19,725 | 183 | 0.9% | $6,637 | 加仓 |
| HEI/A | HEICO CORP NEW | $71.36万 | 0.01% | 2,751 | 171 | 6.6% | $4.44万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $71.28万 | 0.01% | 8,850 | 1,915 | 27.6% | $15.42万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $71.02万 | 0.01% | 9,307 | 398 | 4.5% | $3.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $70.87万 | 0.01% | 12,215 | 807 | 7.1% | $4.68万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $70.79万 | 0.01% | 20,895 | -1,555 | -6.9% | -$5.27万 | 减仓 |
| TIP | ISHARES TR | $70.71万 | 0.01% | 6,584 | -611 | -8.5% | -$6.56万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $70.37万 | 0.01% | 44,312 | -27,740 | -38.5% | -$44.05万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $70.32万 | 0.01% | 3,525 | 642 | 22.3% | $12.81万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $70.28万 | 0.01% | 3,967 | 172 | 4.5% | $3.05万 | 加仓 |
| AIPO | TIDAL TRUST II | $69.98万 | 0.01% | 24,106 | 24,106 | — | $69.98万 | 新建仓 |
| MET | METLIFE INC | $69.97万 | 0.01% | 7,350 | -3,534 | -32.5% | -$33.64万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $69.52万 | 0.01% | 5,406 | 545 | 11.2% | $7.01万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $69.49万 | 0.01% | 12,354 | -573 | -4.4% | -$3.22万 | 减仓 |
| BSY | BENTLEY SYS INC | $69.45万 | 0.01% | 20,603 | -753 | -3.5% | -$2.54万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $68.93万 | 0.01% | 15,146 | 2,411 | 18.9% | $10.97万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $68.91万 | 0.01% | 12,194 | -213,975 | -94.6% | -$1,209.16万 | 减仓 |
| EVR | EVERCORE INC | $68.87万 | 0.01% | 2,025 | -265 | -11.6% | -$9.01万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $68.72万 | 0.01% | 37,084 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $68.41万 | 0.01% | 4,140 | 4,140 | — | $68.41万 | 新建仓 |
| WAB | WABTEC | $68.09万 | 0.01% | 2,263 | 1,124 | 98.7% | $33.82万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $67.64万 | 0.01% | 3,292 | 342 | 11.6% | $7.03万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $67.48万 | 0.01% | 40,946 | -645 | -1.6% | -$1.06万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $67.47万 | 0.01% | 9,323 | 91 | 1.0% | $6,586 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.09万 | 0.01% | 9,480 | 3,770 | 66.0% | $26.68万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $66.97万 | 0.01% | 2,120 | 56 | 2.7% | $1.77万 | 加仓 |
| EPAM | EPAM SYS INC | $66.93万 | 0.01% | 7,107 | 1,685 | 31.1% | $15.87万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $66.80万 | 0.01% | 13,546 | 45 | 0.3% | $2,219 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $66.51万 | 0.01% | 18,879 | -10,729 | -36.2% | -$37.80万 | 减仓 |
| PWR | QUANTA SVCS INC | $66.37万 | 0.01% | 1,070 | 362 | 51.1% | $22.45万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $66.31万 | 0.01% | 3,225 | 3,225 | — | $66.31万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $65.93万 | 0.01% | 8,281 | -3,683 | -30.8% | -$29.32万 | 减仓 |
| FICO | FAIR ISAAC CORP | $64.81万 | 0.01% | 506 | -1,566 | -75.6% | -$200.57万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $64.57万 | 0.01% | 9,130 | 9,130 | — | $64.57万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $64.39万 | 0.01% | 15,000 | 15,000 | — | $64.39万 | 新建仓 |
| WTPI | WISDOMTREE TR | $64.17万 | 0.01% | 19,536 | -6,315 | -24.4% | -$20.74万 | 减仓 |
| WSO | WATSCO INC | $63.90万 | 0.01% | 1,754 | -22 | -1.2% | -$8,015 | 减仓 |
| IDV | ISHARES TR | $63.79万 | 0.01% | 14,731 | 3,156 | 27.3% | $13.67万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $63.61万 | 0.01% | 4,292 | 25 | 0.6% | $3,705 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC 看跌期权 | $63.57万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $63.50万 | 0.01% | 17,511 | -990 | -5.4% | -$3.59万 | 减仓 |
| NKE | NIKE INC | $63.37万 | 0.01% | 15,039 | -748 | -4.7% | -$3.15万 | 减仓 |
| TKR | TIMKEN CO | $63.30万 | 0.01% | 4,486 | 31 | 0.7% | $4,374 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $63.13万 | 0.01% | 8,146 | 1,466 | 21.9% | $11.36万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $62.94万 | 0.01% | 5,527 | 5,527 | — | $62.94万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $62.71万 | 0.01% | 2,765 | -93 | -3.3% | -$2.11万 | 减仓 |