Diversified Enterprises, LLC
Wilmington DE · SEC CIK 0002037264
$20.67亿2026Q2 申报市值
425持仓数
59.9%前十大占比 · 第一大 26.8%
23 / 18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
SCHX 加仓+$1,857.90万
VIG 加仓+$692.37万
OSEA 加仓+$458.34万
OSCV 加仓+$312.83万
DRSK 加仓+$192.27万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$971.91万
BKNG 减仓-$726.67万
AAUA 清仓-$294.04万
JAAA 减仓-$193.26万
SELV 减仓-$98.42万
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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $473.63万 | 0.23% | 93,640 | 4,756 | 5.4% | $24.06万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $488.55万 | 0.24% | 144,369 | -4,346 | -2.9% | -$14.71万 | 减仓 |
| DSI | ISHARES TR | $500.31万 | 0.24% | 35,137 | -357 | -1.0% | -$5.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $506.91万 | 0.25% | 6,884 | 324 | 4.9% | $23.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $526.38万 | 0.25% | 4,560 | 1,381 | 43.4% | $159.42万 | 加仓 |
| V | VISA INC | $528.43万 | 0.26% | 15,402 | -176 | -1.1% | -$6.04万 | 减仓 |
| AVGO | BROADCOM INC | $541.14万 | 0.26% | 14,325 | 818 | 6.1% | $30.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $552.43万 | 0.27% | 11,040 | 231 | 2.1% | $11.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $576.44万 | 0.28% | 208,101 | 14,243 | 7.3% | $39.45万 | 加仓 |
| — | EXXON MOBIL CORP | $676.27万 | 0.33% | 49,464 | -1,026 | -2.0% | -$14.03万 | 减仓 |
| LLY | ELI LILLY & CO | $681.53万 | 0.33% | 5,682 | -9 | -0.2% | -$1.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $713.87万 | 0.35% | 32,757 | 133 | 0.4% | $2.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $751.02万 | 0.36% | 87,186 | 318 | 0.4% | $2.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $772.09万 | 0.37% | 108,363 | 4,982 | 4.8% | $35.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $879.61万 | 0.43% | 26,872 | -241 | -0.9% | -$7.89万 | 减仓 |
| VGT | VANGUARD WORLD FD | $897.36万 | 0.43% | 75,080 | -632 | -0.8% | -$7.55万 | 减仓 |
| GOOG | ALPHABET INC | $903.49万 | 0.44% | 25,571 | 263 | 1.0% | $9.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $949.85万 | 0.46% | 299,543 | -5,494 | -1.8% | -$17.42万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $951.81万 | 0.46% | 87,234 | 643 | 0.7% | $7.02万 | 加仓 |
| AMZN | AMAZON COM INC | $1,165.80万 | 0.56% | 48,913 | 2,101 | 4.5% | $50.08万 | 加仓 |
| MUB | ISHARES TR | $1,204.31万 | 0.58% | 111,904 | 4,029 | 3.7% | $43.36万 | 加仓 |
| GOOGL | ALPHABET INC | $1,352.44万 | 0.65% | 37,844 | -541 | -1.4% | -$19.33万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,410.43万 | 0.68% | 131,656 | 173 | 0.1% | $1.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,434.54万 | 0.69% | 38,457 | -90 | -0.2% | -$3.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,789.90万 | 0.87% | 403,495 | 5,658 | 1.4% | $25.10万 | 加仓 |
| AGG | ISHARES TR | $2,119.51万 | 1.03% | 214,136 | 13,001 | 6.5% | $128.68万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,375.23万 | 1.15% | 36,214 | -1,238 | -3.3% | -$81.20万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,432.39万 | 1.18% | 80,285 | -1,962 | -2.4% | -$59.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,653.18万 | 1.28% | 132,600 | 2,491 | 1.9% | $49.84万 | 加仓 |
| AAPL | APPLE INC | $3,148.51万 | 1.52% | 108,809 | 1,397 | 1.3% | $40.42万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3,214.64万 | 1.56% | 342,274 | -7,708 | -2.2% | -$72.39万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3,786.06万 | 1.83% | 822,163 | 28,955 | 3.7% | $133.34万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $4,568.71万 | 2.21% | 990,184 | -11,154 | -1.1% | -$51.46万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,757.12万 | 2.30% | 1,795,139 | 71,916 | 4.2% | $190.58万 | 加仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $5,167.41万 | 2.50% | 1,581,216 | -30,116 | -1.9% | -$98.42万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $5,459.24万 | 2.64% | 1,898,865 | 66,878 | 3.7% | $192.27万 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $5,585.85万 | 2.70% | 1,393,071 | 45,834 | 3.4% | $183.78万 | 加仓 |
| IVV | ISHARES TR | $6,343.14万 | 3.07% | 84,701 | 75 | 0.1% | $5.62万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $6,606.32万 | 3.20% | 554,547 | 15,235 | 2.8% | $181.49万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $8,196.95万 | 3.97% | 1,942,866 | 74,149 | 4.0% | $312.83万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $9,223.22万 | 4.46% | 3,020,046 | 150,079 | 5.2% | $458.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.70亿 | 8.24% | 719,567 | 29,261 | 4.2% | $692.37万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5.54亿 | 26.79% | 18,816,940 | 631,296 | 3.5% | $1,857.90万 | 加仓 |