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Diversified Portfolios, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Diversified Portfolios, Inc.
报告期 2026-03-31 · CIK 0001634212
持仓数
174
前50大市值合计
$1.09B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 82 项
建仓 17
增持 26
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BSV
Vanguard ST Bond Idx ETF
+$49.6M
604,869
建仓
BIV
Vanguard Interm Bond Index ETF
+$22.3M
248,954
建仓
ICSH
iShares Ultra Short-Term Bond ETF
+$6.9M
135,787
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
Altair Engineering Inc.
-$4.5M
163,289
-28%
建仓
BND
Vanguard Total Bond
+$3.5M
40,929
建仓
TIP
BGI i Shares/TIPS
+$3.3M
26,159
增持
VTI
Vanguard Total Stock Mkt
+$3.1M
408,378
+4%
增持
AAPL
Apple Computer Inc
+$3.0M
44,673
+82%
建仓
VTIP
Vanguard Shrt Inf Prot
+$2.4M
46,300
建仓
AGG
iShares Aggregate Bond Fd
+$2.0M
17,714
建仓
DFIV
DFA Tax Managed Intl
+$1.8M
54,767
增持
DFAE
DFA Core Emerging Mkt ETF
+$1.4M
61,417
+642%
建仓
SCHR
SCHWAB STRATEGIC TR INTRM TRM TRES ETF
+$1.4M
24,428
建仓
SHY
iShares Tr Barclays Bond
+$933.0K
10,836
减持
DFAI
DFA Int'l Core Equity ETF
-$749.0K
26,433
-49%
建仓
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
+$656.0K
12,815
建仓
GOOG
Google Inc. Class C
+$584.0K
219
建仓
BNDX
Vanguard Total Internatl
+$427.0K
7,505
减持
IWM
Russell 2000/Small Blend
-$400.0K
35,510
-0%
清仓
INTC
Intel Corp
-$366.0K
0
-100%
建仓
SRE
Sempra Energy
+$358.0K
2,831
清仓
—
Clarivate Analytics Plc Ordinary Shares
-$248.0K
0
-100%
清仓
GDXJ
Vaneck Vectors Junior
-$243.0K
0
-100%
增持
VTV
Vanguard Value
+$235.0K
43,540
+6%
增持
SCHE
Schw Emg Mkt Eq Etf
+$226.0K
17,317
+88%
清仓
—
General Electric Company
-$224.0K
0
-100%
清仓
PYPL
Paypal Holdings Inco
-$222.0K
0
-100%
减持
DIS
Disney Company
-$216.0K
3,863
-22%
建仓
GE
General Electric Company
+$215.0K
2,082
建仓
DFAU
DFA US Core Equity ETF
+$208.0K
6,887
清仓
AEP
American Elec Pwr Inc
-$204.0K
0
-100%
增持
VSGX
Vanguard ESG Int'l ETF
+$200.0K
89,362
+8%
增持
MSFT
Microsoft Corp
+$164.0K
5,258
+8%
减持
IJS
iShares S&P Sm Cap Value
-$157.0K
4,136
-24%
减持
PEP
Pepsico Incorporated
-$156.0K
2,301
-32%
增持
EEM
iShares MSCI Emrg Mkt
-$149.0K
33,513
+1%
减持
SO
The Southern Company
-$132.0K
29,651
-9%
减持
SCHB
Schw US Brd Mkt Etf
-$129.0K
19,164
-6%
减持
KO
Coca Cola Company
-$127.0K
18,260
-9%
减持
IWV
Russell 3000
-$127.0K
60,031
-0%
建仓
—
ProShares UltraPro Short QQQ
+$121.0K
14,000
减持
MDY
Mid Cap S P D R TRUST
-$113.0K
10,220
-0%
增持
QQQ
Invesco QQQ Trust
+$113.0K
2,729
+12%
减持
TSLA
Tesla Motors Inc
-$100.0K
371
-35%
减持
V
Visa Inc Cl A
-$98.0K
3,542
-7%
增持
GOOGL
Google Inc. Class A
+$96.0K
205
+11%
减持
VUG
Vanguard Growth
+$90.0K
29,954
-0%
减持
LLY
Lilly Eli & Company
-$89.0K
2,842
-13%
减持
CMCSA
Comcast Corp New Cl A
-$87.0K
7,652
-15%
增持
—
Exxon Mobil Corporation
+$85.0K
18,095
+17%
减持
AMZN
Amazon Com Inc
-$80.0K
317
-3%
增持
PFE
Pfizer Incorporated
+$74.0K
13,932
+4%
减持
ESGV
Vanguard ESG U.S. Stock ETF
-$74.0K
152,170
-1%
减持
IWD
Russell 1000/ Lrg. Value
-$61.0K
26,345
-0%
减持
VTHR
Vanguard Russell 3000 ETF
-$61.0K
16,846
-1%
减持
IWN
Russell 2000/ Small Value
-$56.0K
3,708
-5%
增持
DFAT
DFA U.S. Small Cap Value (TM)
+$46.0K
95,086
+2%
减持
SPY
SPDR Trust (S&P 500)
-$41.0K
35,343
-1%
减持
VONV
Vanguard Russell 1000
-$40.0K
16,757
-2%
减持
DFUS
Dfa Tax-Mng US Equity PO
-$31.0K
13,355
-5%
减持
IWF
Russell 1000/ Lrg. Growth
-$31.0K
13,247
-2%
增持
VGT
Vanguard Info Technology
+$29.0K
820
+9%
减持
DUK
Duke Energy Corporation
-$29.0K
3,365
-7%
增持
VXUS
Vanguard Total Intl Etf
-$29.0K
13,070
+0%
增持
MMM
3M
-$27.0K
1,729
+4%
增持
VZ
Verizon Communications
-$24.0K
11,968
+0%
减持
IWB
iShares Russell 1000
-$19.0K
5,130
-1%
增持
EFA
iShares MSCI/EAFE Index
+$19.0K
12,723
+3%
增持
—
TMC THE METALS COMPANY ORD
-$18.0K
20,000
+82%
增持
VWO
Vanguard Emerging Market
-$14.0K
15,362
+7%
减持
CVNA
Carvana Co
-$10.0K
850
-3%
减持
ICF
iShares C&S Real Estate
-$10.0K
6,777
-2%
增持
VOO
Vanguard S&P 500 Etf
+$10.0K
1,583
+1%
减持
VIG
Vanguard Div Apprciation
-$6.0K
1,561
-2%
增持
AROW
Arrow Financial Corp
-$5.0K
11,715
+3%
减持
VNQ
Vanguard Reit
-$4.0K
37,420
-0%
增持
VBR
Vanguard Small Cap Value
+$4.0K
4,005
+3%
减持
MCD
Mc Donalds Corp
+$3.0K
1,813
-4%
增持
RTX
Raytheon Technologies Ord
+$3.0K
3,067
+0%
减持
IVV
iShares S&P 500 Index
-$1.0K
4,674
-0%
增持
VYM
Vanguard High Dividend ETF
+$0
2,156
+1%
增持
IBM
Int'l Business Mach
+$0
1,632
+5%