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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 109 项
建仓 25
增持 43
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VTI
Vanguard Total Stock Mkt
+$9.8M
416,116
+2%
建仓
MUB
Ishares Nationl Muni Bond
+$5.8M
49,796
建仓
AVDE
Avantis International Equity ETF
+$4.8M
75,452
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。
增持
DFAI
DFA Int'l Core Equity ETF
+$3.0M
125,756
+376%
增持
BNDX
Vanguard Total Internatl
+$2.9M
59,885
+698%
增持
BND
Vanguard Total Bond
+$2.4M
70,021
+71%
增持
AAPL
Apple Computer Inc
+$2.3M
48,356
+8%
增持
PEP
Pepsico Incorporated
+$2.1M
14,308
+522%
减持
SPY
SPDR Trust (S&P 500)
+$1.5M
35,134
-1%
增持
VTV
Vanguard Value
+$1.2M
48,548
+12%
增持
BSV
Vanguard ST Bond Idx ETF
+$1.1M
626,556
+4%
增持
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
+$1.1M
34,095
+166%
减持
BIV
Vanguard Interm Bond Index ETF
-$1.1M
242,048
-3%
建仓
VGSH
Vanguard Short Term
+$941.0K
15,472
减持
VUG
Vanguard Growth
+$914.0K
29,935
-0%
减持
IWV
Russell 3000
+$865.0K
58,248
-3%
减持
IWF
Russell 1000/ Lrg. Growth
-$796.0K
9,273
-30%
增持
DFAU
DFA US Core Equity ETF
+$731.0K
28,464
+313%
建仓
VEA
Vanguard Msci Eafe Etf
+$620.0K
12,143
减持
ESGV
Vanguard ESG U.S. Stock ETF
+$591.0K
145,336
-4%
减持
SCHR
SCHWAB STRATEGIC TR INTRM TRM TRES ETF
-$575.0K
14,428
-41%
增持
VNQ
Vanguard Reit
+$572.0K
37,760
+1%
增持
VTIP
Vanguard Shrt Inf Prot
+$549.0K
58,028
+25%
建仓
INTU
Intuit Inc
+$533.0K
829
增持
MDY
Mid Cap S P D R TRUST
+$516.0K
10,490
+3%
增持
TIP
BGI i Shares/TIPS
+$494.0K
29,674
+13%
建仓
VUSB
Vanguard Ultra-Short Bond ETF
+$410.0K
8,199
建仓
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$397.0K
4,984
建仓
NEE
Nextera Energy Inc
+$383.0K
4,106
减持
DIS
Disney Company
-$375.0K
1,800
-53%
建仓
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$367.0K
3,431
减持
—
Altair Engineering Inc.
+$363.0K
150,289
-8%
建仓
COST
Costco Whsl Corp New
+$357.0K
629
增持
MSFT
Microsoft Corp
+$356.0K
5,466
+4%
清仓
HON
Honeywell International
-$339.0K
0
-100%
增持
JNJ
Johnson & Johnson
+$333.0K
9,437
+19%
增持
KO
Coca Cola Company
+$323.0K
21,630
+18%
建仓
AEP
American Elec Pwr Inc
+$320.0K
3,600
建仓
IGSB
Ishares Tr Sh Tr Crport Etf
+$308.0K
5,719
建仓
ED
Consolidated Edison Inc
+$299.0K
3,500
减持
IWD
Russell 1000/ Lrg. Value
+$293.0K
26,295
-0%
清仓
TSLA
Tesla Motors Inc
-$288.0K
0
-100%
减持
VTHR
Vanguard Russell 3000 ETF
+$277.0K
16,754
-1%
增持
PFE
Pfizer Incorporated
+$271.0K
14,735
+6%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$258.0K
94,271
-1%
清仓
CVNA
Carvana Co
-$256.0K
0
-100%
增持
DFAE
DFA Core Emerging Mkt ETF
+$246.0K
70,164
+14%
增持
DUK
Duke Energy Corporation
+$246.0K
5,474
+63%
减持
—
Ihs Markit Ltd
+$238.0K
16,000
-1%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$238.0K
140,824
+4%
建仓
MRK
Merck & Co
+$237.0K
3,093
建仓
NVDA
Nvidia Corp
+$235.0K
800
建仓
REET
iShares Global REIT ETF
+$233.0K
7,612
建仓
SHW
Sherwin Williams Co
+$230.0K
652
清仓
IBM
Int'l Business Mach
-$227.0K
0
-100%
建仓
BAC
Bank of America
+$224.0K
5,045
增持
IWM
Russell 2000/Small Blend
+$221.0K
35,915
+1%
清仓
—
Medtronic Inc
-$217.0K
0
-100%
增持
PG
Procter & Gamble Co
+$217.0K
7,106
+5%
清仓
GE
General Electric Company
-$215.0K
0
-100%
减持
—
Accenture Plc Cl A
+$213.0K
2,315
-1%
建仓
TM
Toyota Motor Cp Adr Newf
+$213.0K
1,150
建仓
HD
Home Depot Inc
+$213.0K
513
建仓
—
Clarivate Analytics Plc Ordinary Shares
+$212.0K
9,000
建仓
GDXJ
Vaneck Vectors Junior
+$210.0K
5,000
建仓
T
AT & T Inc.
+$203.0K
8,266
增持
YUM
Yum! Brands Inc
+$202.0K
4,077
+37%
建仓
ELV
ANTHEM INC COM
+$201.0K
435
减持
IVV
iShares S&P 500 Index
+$170.0K
4,579
-2%
增持
VXUS
Vanguard Total Intl Etf
+$169.0K
15,667
+20%
增持
DFAS
DFA U.S. Small Cap (TM)
+$147.0K
8,802
+33%
增持
BMY
Bristol-Myers Squibb Co
+$138.0K
9,884
+22%
增持
EFA
iShares MSCI/EAFE Index
+$138.0K
14,380
+13%
清仓
—
ProShares UltraPro Short QQQ
-$121.0K
0
-100%
增持
BRK/A
Berkshire Hathaway A
+$118.0K
300
+9900%
增持
EEM
iShares MSCI Emrg Mkt
+$115.0K
36,916
+10%
建仓
MIN
M F S Intermdt Income Tr
+$105.0K
29,319
减持
IWB
iShares Russell 1000
+$101.0K
5,073
-1%
增持
VBR
Vanguard Small Cap Value
+$100.0K
4,352
+9%
减持
SCHB
Schw US Brd Mkt Etf
+$97.0K
18,464
-4%
减持
WY
Weyerhaeuser Co
-$95.0K
13,624
-26%
减持
SCHE
Schw Emg Mkt Eq Etf
-$92.0K
14,723
-15%
减持
QQQ
Invesco QQQ Trust
+$88.0K
2,677
-2%
减持
ZTS
Zoetis Inc
+$85.0K
2,122
-5%
增持
MCD
Mc Donalds Corp
+$84.0K
1,942
+7%
增持
VOO
Vanguard S&P 500 Etf
+$81.0K
1,614
+2%
减持
VWO
Vanguard Emerging Market
-$74.0K
14,023
-9%
增持
—
Exxon Mobil Corporation
+$65.0K
18,452
+2%
减持
JPM
JPMorgan Chase & Co.
-$61.0K
1,709
-16%
减持
ICF
iShares C&S Real Estate
+$58.0K
6,582
-3%
减持
CCI
Crown Castle Intl Corp
+$54.0K
2,200
-6%
增持
ENB
Enbridge Inc
+$51.0K
13,586
+13%
减持
ABT
Abbott Laboratories
+$43.0K
10,447
-14%
增持
CMCSA
Comcast Corp New Cl A
-$42.0K
7,672
+0%
减持
VZ
Verizon Communications
-$41.0K
11,638
-3%
减持
DFUS
Dfa Tax-Mng US Equity PO
+$40.0K
12,967
-3%
增持
AMZN
Amazon Com Inc
+$33.0K
322
+2%
减持
GOOG
Google Inc. Class C
+$24.0K
210
-4%
减持
SO
The Southern Company
+$24.0K
27,135
-8%
增持
AGG
iShares Aggregate Bond Fd
+$23.0K
18,033
+2%
增持
BA
Boeing Co
-$23.0K
1,558
+2%
减持
VSGX
Vanguard ESG Int'l ETF
+$19.0K
89,264
-0%
减持
VYM
Vanguard High Dividend ETF
+$16.0K
2,130
-1%
减持
GOOGL
Google Inc. Class A
-$12.0K
185
-10%
增持
AROW
Arrow Financial Corp
+$10.0K
11,732
+0%
增持
—
TMC THE METALS COMPANY ORD
-$8.0K
40,000
+100%
减持
IWN
Russell 2000/ Small Value
+$5.0K
3,608
-3%
增持
MMM
3M
+$4.0K
1,730
+0%
增持
RTX
Raytheon Technologies Ord
+$1.0K
3,075
+0%
