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 |
|---|---|---|---|---|---|---|---|---|
| UDEC | INNOVATOR ETFS TRUST | $62.19万 | 0.01% | 14,900 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $62.03万 | 0.01% | 23,631 | 1,130 | 5.0% | $2.97万 | 加仓 |
| VFH | VANGUARD WORLD FD | $61.98万 | 0.01% | 4,453 | 4,453 | — | $61.98万 | 新建仓 |
| ICSH | ISHARES TR | $61.34万 | 0.01% | 12,146 | -24 | -0.2% | -$1,212 | 减仓 |
| MPLX | MPLX LP | $61.08万 | 0.01% | 10,467 | 122 | 1.2% | $7,120 | 加仓 |
| HSBC | HSBC HLDGS PLC | $60.91万 | 0.01% | 5,859 | -1,395 | -19.2% | -$14.50万 | 减仓 |
| UBS | UBS GROUP AG | $60.73万 | 0.01% | 11,559 | 2,482 | 27.3% | $13.04万 | 加仓 |
| TGT | TARGET CORP | $60.64万 | 0.01% | 4,321 | 397 | 10.1% | $5.57万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $60.57万 | 0.01% | 17,182 | 577 | 3.5% | $2.03万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $60.52万 | 0.01% | 14,509 | 14,509 | — | $60.52万 | 新建仓 |
| MCO | MOODYS CORP | $60.50万 | 0.01% | 1,245 | -33 | -2.6% | -$1.60万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $60.20万 | 0.01% | 11,920 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $59.80万 | 0.01% | 4,247 | 531 | 14.3% | $7.48万 | 加仓 |
| NTAP | NETAPP INC | $59.68万 | 0.01% | 3,515 | -32 | -0.9% | -$5,433 | 减仓 |
| EFA | ISHARES TR | $59.57万 | 0.01% | 5,733 | 186 | 3.4% | $1.93万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $59.56万 | 0.01% | 21,969 | 7,321 | 50.0% | $19.85万 | 加仓 |
| IWO | ISHARES TR | $58.80万 | 0.01% | 1,574 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $57.68万 | 0.01% | 2,125 | 124 | 6.2% | $3.37万 | 加仓 |
| GGLL | DIREXION SHARES ETF TRUST | $56.80万 | 0.01% | 6,100 | 6,100 | — | $56.80万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $56.72万 | 0.01% | 7,641 | -2,917 | -27.6% | -$21.65万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $56.66万 | 0.01% | 4,978 | -349 | -6.6% | -$3.97万 | 减仓 |
| CBRE | CBRE GROUP INC | $56.59万 | 0.01% | 3,933 | -243 | -5.8% | -$3.50万 | 减仓 |
| — | CALAMOS ETF TR | $56.37万 | 0.01% | 20,779 | 20,779 | — | $56.37万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $56.34万 | 0.01% | 3,774 | -272 | -6.7% | -$4.06万 | 减仓 |
| NLR | VANECK ETF TRUST | $56.14万 | 0.01% | 5,114 | 573 | 12.6% | $6.29万 | 加仓 |
| USFR | WISDOMTREE TR | $55.90万 | 0.01% | 11,068 | 5,265 | 90.7% | $26.59万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $55.46万 | 0.01% | 3,868 | 76 | 2.0% | $1.09万 | 加仓 |
| PFF | ISHARES TR | $55.26万 | 0.01% | 18,251 | 228 | 1.3% | $6,904 | 加仓 |
| BDX | BECTON DICKINSON & CO | $55.17万 | 0.01% | 3,472 | 440 | 14.5% | $6.99万 | 加仓 |
| TFLO | ISHARES TR | $55.08万 | 0.01% | 10,877 | -660 | -5.7% | -$3.34万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $54.67万 | 0.01% | 5,349 | 5,349 | — | $54.67万 | 新建仓 |
| AVSF | AMERICAN CENTY ETF TR | $54.61万 | 0.01% | 11,793 | 11,793 | — | $54.61万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $54.60万 | 0.01% | 11,155 | -1,057 | -8.7% | -$5.17万 | 减仓 |
| SAN | BANCO SANTANDER SA | $54.60万 | 0.01% | 39,027 | -1,634 | -4.0% | -$2.29万 | 减仓 |
| GRMN | GARMIN LTD | $54.34万 | 0.01% | 2,241 | -67 | -2.9% | -$1.62万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $53.84万 | 0.01% | 20,948 | -761 | -3.5% | -$1.96万 | 减仓 |
| GQRE | FLEXSHARES TR | $53.60万 | 0.01% | 8,083 | -1,175 | -12.7% | -$7.79万 | 减仓 |
| BP | BP PLC | $53.55万 | 0.01% | 12,657 | 5,356 | 73.4% | $22.66万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.25万 | 0.01% | 3,580 | 184 | 5.4% | $2.74万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $53.22万 | 0.01% | 2,080 | -925 | -30.8% | -$23.67万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $53.14万 | 0.01% | 11,409 | -486 | -4.1% | -$2.26万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $52.87万 | 0.01% | 13,616 | 13,616 | — | $52.87万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $52.87万 | 0.01% | 4,991 | -356 | -6.7% | -$3.77万 | 减仓 |
| CRWV | COREWEAVE INC | $52.82万 | 0.01% | 7,461 | -11,522 | -60.7% | -$81.57万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $52.80万 | 0.01% | 42,002 | 4,024 | 10.6% | $5.06万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $52.52万 | 0.01% | 4,356 | -3 | -0.1% | -$362 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $52.41万 | 0.01% | 4,380 | -208 | -4.5% | -$2.49万 | 减仓 |
| VDC | VANGUARD WORLD FD | $52.33万 | 0.01% | 2,266 | 447 | 24.6% | $10.32万 | 加仓 |
| RIO | RIO TINTO PLC | $51.92万 | 0.01% | 5,646 | -982 | -14.8% | -$9.03万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $51.77万 | 0.01% | 3,615 | 118 | 3.4% | $1.69万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $51.72万 | 0.01% | 8,081 | 8,081 | — | $51.72万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $51.64万 | 0.01% | 6,143 | 3,262 | 113.2% | $27.42万 | 加仓 |
| DTE | DTE ENERGY CO | $51.48万 | 0.01% | 3,497 | 960 | 37.8% | $14.13万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $51.11万 | 0.01% | 55,373 | 5,326 | 10.6% | $4.92万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $50.99万 | 0.01% | 2,788 | 452 | 19.3% | $8.27万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $50.78万 | 0.01% | 19,465 | 2,356 | 13.8% | $6.15万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $50.64万 | 0.01% | 4,542 | 17 | 0.4% | $1,896 | 加仓 |
| MINT | PIMCO ETF TR | $50.57万 | 0.01% | 5,021 | -580 | -10.4% | -$5.84万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $50.51万 | 0.01% | 5,621 | -24 | -0.4% | -$2,156 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $50.46万 | 0.01% | 43,237 | -1,793 | -4.0% | -$2.09万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $50.32万 | 0.01% | 8,974 | -3,530 | -28.2% | -$19.79万 | 减仓 |
| MAGS | LISTED FDS TR | $50.31万 | 0.01% | 7,984 | 2,860 | 55.8% | $18.02万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $50.26万 | 0.01% | 2,421 | -94 | -3.7% | -$1.95万 | 减仓 |
| RKLB | ROCKET LAB CORP | $50.13万 | 0.01% | 7,489 | 137 | 1.9% | $9,171 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $49.98万 | 0.01% | 20,910 | 119 | 0.6% | $2,844 | 加仓 |
| OC | OWENS CORNING NEW | $49.86万 | 0.01% | 3,476 | 102 | 3.0% | $1.46万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $49.80万 | 0.01% | 2,717 | -3,901 | -58.9% | -$71.50万 | 减仓 |
| USHY | ISHARES TR | $49.72万 | 0.01% | 13,552 | 473 | 3.6% | $1.74万 | 加仓 |
| ICF | ISHARES TR | $49.69万 | 0.01% | 7,100 | -1,582 | -18.2% | -$11.07万 | 减仓 |
| HEFA | ISHARES TR | $49.19万 | 0.01% | 10,577 | 3,115 | 41.7% | $14.49万 | 加仓 |
| LDUR | PIMCO ETF TR | $49.16万 | 0.01% | 5,163 | -553 | -9.7% | -$5.27万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $48.91万 | 0.01% | 4,248 | -546 | -11.4% | -$6.29万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $48.89万 | 0.01% | 32,270 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $48.68万 | 0.01% | 465 | 87 | 23.0% | $9.11万 | 加仓 |
| COWG | PACER FDS TR | $48.54万 | 0.01% | 13,020 | 50 | 0.4% | $1,864 | 加仓 |
| STIP | ISHARES TR | $48.46万 | 0.01% | 4,793 | 553 | 13.0% | $5.59万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $48.30万 | 0.01% | 1,373 | 1,373 | — | $48.30万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $47.58万 | 0.01% | 50,000 | 50,000 | — | $47.58万 | 新建仓 |
| PINS | PINTEREST INC | $47.51万 | 0.01% | 20,215 | -336 | -1.6% | -$7,896 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $47.44万 | 0.01% | 1,666 | -723 | -30.3% | -$20.59万 | 减仓 |
| SRE | SEMPRA | $47.29万 | 0.01% | 5,182 | 666 | 14.7% | $6.08万 | 加仓 |
| BN | BROOKFIELD CORP | $47.23万 | 0.01% | 11,225 | 304 | 2.8% | $1.28万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $47.21万 | 0.01% | 5,325 | 2,525 | 90.2% | $22.39万 | 加仓 |
| OPFI | OPPFI INC | $47.07万 | 0.01% | 49,967 | -73 | -0.1% | -$688 | 减仓 |
| XME | SPDR SERIES TRUST | $47.03万 | 0.01% | 4,561 | 233 | 5.4% | $2.40万 | 加仓 |
| GFI | GOLD FIELDS LTD | $46.85万 | 0.01% | 14,235 | -68,982 | -82.9% | -$227.02万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $46.73万 | 0.01% | 9,426 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $46.60万 | 0.01% | 1,173 | -11 | -0.9% | -$4,370 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $46.59万 | 0.01% | 42,242 | 3,867 | 10.1% | $4.27万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46.39万 | 0.01% | 1,479 | -217 | -12.8% | -$6.81万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $46.39万 | 0.01% | 6,748 | 6,748 | — | $46.39万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $46.09万 | 0.01% | 10,466 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $46.07万 | 0.01% | 51,667 | 376 | 0.7% | $3,353 | 加仓 |
| CWB | SPDR SERIES TRUST | $46.03万 | 0.01% | 4,542 | -538 | -10.6% | -$5.45万 | 减仓 |
| DCI | DONALDSON INC | $45.88万 | 0.01% | 4,923 | 783 | 18.9% | $7.30万 | 加仓 |
| BIDD | BLACKROCK ETF TRUST | $45.73万 | 0.01% | 15,507 | -23,211 | -59.9% | -$68.45万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $45.70万 | 0.01% | 5,144 | 858 | 20.0% | $7.62万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $45.68万 | 0.01% | 8,283 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $45.18万 | 0.01% | 11,564 | 2,735 | 31.0% | $10.69万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $45.09万 | 0.01% | 7,360 | -36 | -0.5% | -$2,205 | 减仓 |