DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY UT · SEC CIK 0002030780
$57.38亿2026Q1 申报市值
1,174持仓数
23.9%前十大占比 · 第一大 4.7%
564 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$2.23亿
SPY 加仓+$2.14亿
AAPL 加仓+$8,175.62万
BKLN 加仓+$7,642.36万
VT 重新持有+$7,223.50万
2026Q1 卖出最多 按季末市值估算
BKMC 减仓-$1,864.45万
OEF 减仓-$724.94万
AMCOR PLC 清仓-$450.21万
EW 减仓-$348.48万
GOVT 减仓-$298.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.72亿 | 4.75% | 1,301,601 | 1,068,020 | 457.2% | $2.23亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.31亿 | 4.03% | 325,237 | 300,830 | 1,232.6% | $2.14亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.86亿 | 3.24% | 1,666,662 | 479,780 | 40.4% | $5,350.51万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.55亿 | 2.70% | 2,618,389 | 857,802 | 48.7% | $5,073.90万 | 加仓 |
| AAPL | APPLE INC | $1.12亿 | 1.95% | 414,603 | 302,610 | 270.2% | $8,175.62万 | 加仓 |
| AMZN | AMAZON COM INC | $8,916.07万 | 1.55% | 338,963 | 226,252 | 200.7% | $5,951.32万 | 加仓 |
| AVGO | BROADCOM INC | $8,735.41万 | 1.52% | 215,450 | 175,117 | 434.2% | $7,100.11万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $8,473.46万 | 1.48% | 4,117,328 | 3,713,488 | 919.5% | $7,642.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,805.37万 | 1.36% | 119,306 | 77,447 | 185.0% | $5,066.83万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $7,717.63万 | 1.35% | 1,615,919 | 569,801 | 54.5% | $2,721.37万 | 加仓 |
| IVV | ISHARES TR | $7,250.03万 | 1.26% | 101,415 | 56,816 | 127.4% | $4,061.70万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,249.15万 | 1.26% | 486,716 | 484,994 | 28,164.6% | $7,223.50万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $7,137.79万 | 1.24% | 107,892 | 90,660 | 526.1% | $5,997.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,131.21万 | 1.24% | 168,007 | 116,802 | 228.1% | $4,957.77万 | 加仓 |
| VGT | VANGUARD WORLD FD | $7,098.05万 | 1.24% | 101,732 | 90,784 | 829.2% | $6,334.18万 | 加仓 |
| META | META PLATFORMS INC | $6,813.64万 | 1.19% | 101,830 | 71,523 | 236.0% | $4,785.74万 | 加仓 |
| GOOGL | ALPHABET INC | $6,737.59万 | 1.17% | 192,536 | 161,878 | 528.0% | $5,664.75万 | 加仓 |
| GLDM | WORLD GOLD TR | $6,481.40万 | 1.13% | 720,395 | 714,776 | 12,720.7% | $6,430.84万 | 加仓 |
| GOOG | ALPHABET INC | $6,419.21万 | 1.12% | 184,826 | 118,110 | 177.0% | $4,102.09万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,424.02万 | 0.95% | 1,105,138 | -16,625 | -1.5% | -$81.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,917.85万 | 0.86% | 145,883 | 115,620 | 382.1% | $3,897.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,821.03万 | 0.84% | 122,414 | 111,142 | 986.0% | $4,377.11万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,147.06万 | 0.72% | 885,936 | 702,394 | 382.7% | $3,287.90万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $4,107.82万 | 0.72% | 1,012,277 | 997,394 | 6,701.6% | $4,047.43万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,073.32万 | 0.71% | 701,330 | 274,097 | 64.2% | $1,591.96万 | 加仓 |
| IJH | ISHARES TR | $3,986.03万 | 0.69% | 556,941 | 514,884 | 1,224.3% | $3,685.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,818.91万 | 0.67% | 73,659 | 64,919 | 742.8% | $3,365.77万 | 加仓 |
| GLD | SPDR GOLD TR | $3,772.89万 | 0.66% | 90,388 | 87,237 | 2,768.5% | $3,641.36万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,179.63万 | 0.55% | 1,283,662 | 452,305 | 54.4% | $1,120.36万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,024.93万 | 0.53% | 166,626 | 112,445 | 207.5% | $2,041.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,010.04万 | 0.52% | 30,141 | 17,470 | 137.9% | $1,744.65万 | 加仓 |
| ITA | ISHARES TR | $3,002.31万 | 0.52% | 140,861 | 129,468 | 1,136.4% | $2,759.48万 | 加仓 |
| IWM | ISHARES TR | $2,892.77万 | 0.50% | 106,321 | 101,898 | 2,303.8% | $2,772.43万 | 加仓 |
| USIG | ISHARES TR | $2,805.39万 | 0.49% | 548,142 | 307,945 | 128.2% | $1,576.06万 | 加仓 |
| GRNY | TIDAL TRUST I | $2,777.75万 | 0.48% | 1,063,048 | 1,063,048 | — | $2,777.75万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $2,769.02万 | 0.48% | 1,178,808 | 534,024 | 82.8% | $1,254.42万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,708.50万 | 0.47% | 6,433 | 6,388 | 14,195.6% | $2,689.55万 | 加仓 |
| ORCL | ORACLE CORP | $2,686.27万 | 0.47% | 163,967 | 118,214 | 258.4% | $1,936.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,671.47万 | 0.47% | 398,251 | 128,915 | 47.9% | $864.76万 | 加仓 |
| OPBK | OP BANCORP | $2,651.05万 | 0.46% | 1,837,182 | 1,837,182 | — | $2,651.05万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,565.58万 | 0.45% | 163,861 | 163,861 | — | $2,565.58万 | 新建仓 |
| IVW | ISHARES TR | $2,560.39万 | 0.45% | 198,711 | 73,584 | 58.8% | $948.13万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,457.55万 | 0.43% | 414,916 | 384,079 | 1,245.5% | $2,274.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,452.20万 | 0.43% | 98,581 | 35,747 | 56.9% | $889.21万 | 加仓 |
| TSLA | TESLA INC | $2,401.87万 | 0.42% | 64,428 | 46,117 | 251.9% | $1,719.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,302.32万 | 0.40% | 52,710 | 49,736 | 1,672.4% | $2,172.42万 | 加仓 |
| IUSB | ISHARES TR | $2,287.93万 | 0.40% | 495,868 | 221,621 | 80.8% | $1,022.56万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,286.02万 | 0.40% | 360,287 | 84,992 | 30.9% | $539.27万 | 加仓 |
| EEM | ISHARES TR | $2,276.22万 | 0.40% | 363,092 | 359,257 | 9,367.8% | $2,252.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,213.88万 | 0.39% | 71,589 | 38,634 | 117.2% | $1,194.75万 | 加仓 |
| IEMG | ISHARES INC | $2,201.86万 | 0.38% | 286,067 | 99,327 | 53.2% | $764.52万 | 加仓 |
| IVE | ISHARES TR | $2,200.18万 | 0.38% | 99,596 | 22,870 | 29.8% | $505.22万 | 加仓 |
| NOW | SERVICENOW INC | $2,181.26万 | 0.38% | 245,388 | 121,029 | 97.3% | $1,075.83万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,179.07万 | 0.38% | 972,363 | 125,453 | 14.8% | $281.14万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,139.94万 | 0.37% | 507,335 | 117,662 | 30.2% | $496.30万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,050.16万 | 0.36% | 322,961 | 322,961 | — | $2,050.16万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $2,050.14万 | 0.36% | 391,247 | 147,122 | 60.3% | $770.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,047.54万 | 0.36% | 90,061 | 63,524 | 239.4% | $1,444.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,958.40万 | 0.34% | 55,921 | 35,135 | 169.0% | $1,230.46万 | 加仓 |
| V | VISA INC | $1,948.39万 | 0.34% | 58,185 | 35,748 | 159.3% | $1,197.06万 | 加仓 |
| PULS | PGIM ETF TR | $1,946.26万 | 0.34% | 391,680 | 174,867 | 80.7% | $868.91万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,888.02万 | 0.33% | 470,710 | 18,140 | 4.0% | $72.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,833.39万 | 0.32% | 436,833 | 76,873 | 21.4% | $322.64万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,737.10万 | 0.30% | 123,007 | 98,172 | 395.3% | $1,386.38万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,693.86万 | 0.30% | 142,821 | 37,294 | 35.3% | $442.31万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,655.54万 | 0.29% | 313,075 | 131,003 | 72.0% | $692.74万 | 加仓 |
| AGG | ISHARES TR | $1,646.02万 | 0.29% | 166,332 | 148,662 | 841.3% | $1,471.16万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,619.84万 | 0.28% | 1,043,372 | 1,026,219 | 5,982.7% | $1,593.21万 | 加仓 |
| CSCO | CISCO SYS INC | $1,618.98万 | 0.28% | 180,750 | 84,269 | 87.3% | $754.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,603.69万 | 0.28% | 83,430 | 41,559 | 99.3% | $798.85万 | 加仓 |
| EFV | ISHARES TR | $1,577.00万 | 0.27% | 208,157 | 68,237 | 48.8% | $516.96万 | 加仓 |
| HDV | ISHARES TR | $1,576.73万 | 0.27% | 116,175 | 102,644 | 758.6% | $1,393.08万 | 加仓 |
| — | EXXON MOBIL CORP | $1,551.95万 | 0.27% | 100,340 | 53,353 | 113.5% | $825.21万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,541.58万 | 0.27% | 314,544 | 116,947 | 59.2% | $573.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,486.84万 | 0.26% | 53,248 | 10,092 | 23.4% | $281.80万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1,486.16万 | 0.26% | 226,169 | 222,552 | 6,152.9% | $1,462.39万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,474.86万 | 0.26% | 316,425 | 162,227 | 105.2% | $756.14万 | 加仓 |
| LLY | ELI LILLY & CO | $1,460.54万 | 0.25% | 17,158 | 10,092 | 142.8% | $859.06万 | 加仓 |
| IEI | ISHARES TR | $1,434.89万 | 0.25% | 121,560 | 121,560 | — | $1,434.89万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,433.15万 | 0.25% | 35,153 | 35,153 | — | $1,433.15万 | 新建仓 |
| QUAL | ISHARES TR | $1,426.87万 | 0.25% | 69,346 | 24,763 | 55.5% | $509.53万 | 加仓 |
| ACWX | ISHARES TR | $1,414.02万 | 0.25% | 196,174 | 176,396 | 891.9% | $1,271.46万 | 加仓 |
| LQD | ISHARES TR | $1,392.83万 | 0.24% | 128,100 | 123,789 | 2,871.5% | $1,345.96万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,368.51万 | 0.24% | 67,852 | 67,852 | — | $1,368.51万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $1,364.63万 | 0.24% | 185,942 | 62,472 | 50.6% | $458.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,362.71万 | 0.24% | 25,945 | 13,957 | 116.4% | $733.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,352.94万 | 0.24% | 98,060 | 57,637 | 142.6% | $795.22万 | 加仓 |
| IEFA | ISHARES TR | $1,331.29万 | 0.23% | 142,552 | 121,659 | 582.3% | $1,136.17万 | 加仓 |
| ABBV | ABBVIE INC | $1,308.78万 | 0.23% | 64,190 | 29,868 | 87.0% | $608.98万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,294.77万 | 0.23% | 534,366 | 17,762 | 3.4% | $43.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,293.05万 | 0.23% | 27,200 | 10,820 | 66.1% | $514.37万 | 加仓 |
| WMT | WALMART INC | $1,270.58万 | 0.22% | 99,256 | 28,360 | 40.0% | $363.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,246.12万 | 0.22% | 76,585 | 44,478 | 138.5% | $723.70万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,242.66万 | 0.22% | 166,867 | 119,571 | 252.8% | $890.45万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,231.98万 | 0.21% | 162,359 | 122,145 | 303.7% | $926.84万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,229.43万 | 0.21% | 243,018 | 82,761 | 51.6% | $418.69万 | 加仓 |
| KO | COCA COLA CO | $1,217.00万 | 0.21% | 154,305 | 96,493 | 166.9% | $761.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,207.81万 | 0.21% | 60,267 | 54,885 | 1,019.8% | $1,099.95万 | 加仓 |
| QCOM | QUALCOMM INC | $1,184.61万 | 0.21% | 75,936 | 45,742 | 151.5% | $713.58万 | 加仓 |
| STGW | STAGWELL INC | $1,159.11万 | 0.20% | 1,732,594 | -17,406 | -1.0% | -$11.64万 | 减仓 |