小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 125 项
建仓 15
增持 43
减持 51
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
DUHP
DFA Tax-Managed US Marketwide Value II
+$9.6M
265,278
减持
VTI
Vanguard Total Stock Mkt
-$9.0M
401,708
-3%
建仓
SUB
iShares Short-Term National Muni Bond
+$7.7M
73,395
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
+$6.9M
378,104
+201%
减持
MUB
Ishares Nationl Muni Bond
-$5.1M
6,192
-88%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$4.6M
49,353
+1338%
减持
BSV
Vanguard ST Bond Idx ETF
-$3.7M
602,495
-4%
增持
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
+$2.4M
84,185
+147%
增持
DFAU
DFA US Core Equity ETF
+$2.2M
99,329
+249%
清仓
—
Ihs Markit Ltd
-$2.1M
0
-100%
减持
—
Altair Engineering Inc.
-$2.1M
148,289
-1%
减持
BNDX
Vanguard Total Internatl
-$1.8M
28,534
-52%
建仓
DFNM
Dimensional National Munpl Bond ETF
+$1.7M
34,943
减持
BND
Vanguard Total Bond
-$1.4M
57,222
-18%
减持
AVDE
Avantis International Equity ETF
-$1.3M
57,735
-23%
建仓
SPGI
S&Pglobal Inc Com
+$1.3M
3,066
增持
BIV
Vanguard Interm Bond Index ETF
-$1.1M
245,149
+1%
减持
IWV
Russell 3000
-$1.1M
57,365
-2%
增持
VTV
Vanguard Value
+$1.0M
55,390
+14%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$943.0K
160,297
+14%
增持
REET
iShares Global REIT ETF
+$814.0K
35,854
+371%
减持
TIP
BGI i Shares/TIPS
-$811.0K
24,265
-18%
减持
VNQ
Vanguard Reit
-$734.0K
33,655
-11%
减持
IVW
iShares S&P 500 Growth
-$703.0K
39,353
-11%
减持
VTIP
Vanguard Shrt Inf Prot
-$624.0K
46,072
-21%
清仓
VEA
Vanguard Msci Eafe Etf
-$620.0K
0
-100%
增持
VUG
Vanguard Growth
-$587.0K
31,358
+5%
增持
ESGV
Vanguard ESG U.S. Stock ETF
-$512.0K
151,229
+4%
清仓
CTAS
Cintas Corporation
-$443.0K
0
-100%
清仓
IJS
iShares S&P Sm Cap Value
-$432.0K
0
-100%
减持
DFAT
DFA U.S. Small Cap Value (TM)
-$417.0K
87,234
-7%
建仓
AVEM
Avantis Emerging Markets EQ ETF
+$413.0K
6,959
清仓
VUSB
Vanguard Ultra-Short Bond ETF
-$410.0K
0
-100%
增持
VBR
Vanguard Small Cap Value
+$406.0K
6,732
+55%
增持
SPY
SPDR Trust (S&P 500)
-$397.0K
36,069
+3%
增持
VTHR
Vanguard Russell 3000 ETF
+$393.0K
19,647
+17%
减持
AAPL
Apple Computer Inc
-$385.0K
46,974
-3%
建仓
VO
Vanguard Mid Cap
+$371.0K
1,558
减持
—
Exxon Mobil Corporation
+$368.0K
18,128
-2%
建仓
XEXGX
Ev Tax Man Glb Div Eqty
+$333.0K
34,275
增持
IWM
Russell 2000/Small Blend
-$329.0K
37,317
+4%
减持
TTD
The Trade Desk Inc
-$319.0K
8,360
-15%
建仓
ARKK
ARK Innovation ETF
+$305.0K
4,600
建仓
IEMG
Ishares Core Msci
+$305.0K
5,487
减持
MDY
Mid Cap S P D R TRUST
-$302.0K
10,458
-0%
减持
VXUS
Vanguard Total Intl Etf
-$284.0K
11,921
-24%
减持
MSFT
Microsoft Corp
-$278.0K
5,060
-7%
减持
ABBV
Abbvie Inc
+$275.0K
11,409
-2%
减持
ABT
Abbott Laboratories
-$261.0K
10,214
-2%
建仓
HON
Honeywell International
+$257.0K
1,319
建仓
IJR
iShares Tr S&P Smallcap
+$254.0K
2,353
减持
KO
Coca Cola Company
-$253.0K
16,585
-23%
减持
IWD
Russell 1000/ Lrg. Value
-$246.0K
25,122
-4%
建仓
—
ProShares UltraPro Short S&P500
+$240.0K
18,000
建仓
AVRE
Avantis Real Estate ETF
+$240.0K
4,569
清仓
CYRX
Cryoport Inc Com Par $0.001
-$237.0K
0
-100%
减持
BRK/A
Berkshire Hathaway A
+$235.0K
3
-99%
清仓
SHW
Sherwin Williams Co
-$230.0K
0
-100%
减持
TMO
Thermo Electron Corp
-$227.0K
776
-24%
清仓
IWO
Russell 2000/ Small Growth
-$226.0K
0
-100%
增持
DFAE
DFA Core Emerging Mkt ETF
+$225.0K
81,761
+17%
减持
PEP
Pepsico Incorporated
-$224.0K
13,508
-6%
清仓
BAC
Bank of America
-$224.0K
0
-100%
减持
EEM
iShares MSCI Emrg Mkt
-$223.0K
34,994
-5%
建仓
CVX
Chevrontexaco Corp
+$220.0K
1,353
减持
ZTS
Zoetis Inc
-$220.0K
1,582
-25%
清仓
TM
Toyota Motor Cp Adr Newf
-$213.0K
0
-100%
清仓
HD
Home Depot Inc
-$213.0K
0
-100%
清仓
—
Clarivate Analytics Plc Ordinary Shares
-$212.0K
0
-100%
清仓
GDXJ
Vaneck Vectors Junior
-$210.0K
0
-100%
清仓
T
AT & T Inc.
-$203.0K
0
-100%
减持
DUK
Duke Energy Corporation
-$194.0K
3,402
-38%
减持
DFAS
DFA U.S. Small Cap (TM)
-$191.0K
6,003
-32%
增持
BMY
Bristol-Myers Squibb Co
+$164.0K
10,684
+8%
减持
INTU
Intuit Inc
-$161.0K
773
-7%
增持
VGT
Vanguard Info Technology
+$153.0K
1,270
+55%
增持
SCHB
Schw US Brd Mkt Etf
-$147.0K
36,328
+97%
增持
BRK/B
Berkshire Hathaway B New
+$144.0K
1,564
+15%
清仓
RKT
Rocket Cos Inc-Class A
-$143.0K
0
-100%
增持
SO
The Southern Company
+$143.0K
27,635
+2%
增持
VWO
Vanguard Emerging Market
+$139.0K
18,055
+29%
减持
PFE
Pfizer Incorporated
-$138.0K
14,138
-4%
减持
IWB
iShares Russell 1000
-$135.0K
4,824
-5%
减持
NEE
Nextera Energy Inc
-$128.0K
3,006
-27%
减持
PG
Procter & Gamble Co
-$126.0K
6,781
-5%
增持
ED
Consolidated Edison Inc
+$116.0K
4,378
+25%
减持
AMZN
Amazon Com Inc
-$116.0K
294
-9%
增持
IWF
Russell 1000/ Lrg. Growth
-$111.0K
9,806
+6%
建仓
TMC
TMC THE METALS COMPANY ORD
+$104.0K
40,000
增持
ENB
Enbridge Inc
+$100.0K
13,693
+1%
减持
QQQ
Invesco QQQ Trust
-$99.0K
2,665
-0%
减持
SRE
Sempra Energy
+$97.0K
2,802
-1%
减持
GOOG
Google Inc. Class C
-$86.0K
187
-11%
清仓
—
TMC THE METALS COMPANY ORD
-$83.0K
0
-100%
减持
MCD
Mc Donalds Corp
-$80.0K
1,782
-8%
增持
VZ
Verizon Communications
+$77.0K
13,381
+15%
减持
V
Visa Inc Cl A
-$74.0K
3,127
-12%
增持
JNJ
Johnson & Johnson
+$62.0K
9,457
+0%
减持
SCHE
Schw Emg Mkt Eq Etf
-$60.0K
13,535
-8%
增持
YUM
Yum! Brands Inc
-$56.0K
4,305
+6%
增持
MMM
3M
-$49.0K
1,732
+0%
减持
DFUS
Dfa Tax-Mng US Equity PO
-$49.0K
12,664
-2%
增持
AVUV
Avantis US Small Cap Value ETF
+$48.0K
5,577
+12%
增持
RTX
Raytheon Technologies Ord
+$40.0K
3,081
+0%
增持
IVE
iShares S&P 500 Value
+$33.0K
8,213
+3%
减持
VGSH
Vanguard Short Term
-$33.0K
15,327
-1%
增持
AROW
Arrow Financial Corp
-$32.0K
11,752
+0%
增持
SCHR
SCHWAB STRATEGIC TR INTRM TRM TRES ETF
+$30.0K
15,778
+9%
增持
DIS
Disney Company
-$30.0K
1,819
+1%
减持
COST
Costco Whsl Corp New
-$28.0K
572
-9%
增持
VOO
Vanguard S&P 500 Etf
-$26.0K
1,635
+1%
增持
IVV
iShares S&P 500 Index
-$26.0K
4,756
+4%
增持
SHY
iShares Tr Barclays Bond
-$23.0K
10,840
+0%
减持
VONV
Vanguard Russell 1000
-$19.0K
16,717
-0%
增持
EFA
iShares MSCI/EAFE Index
-$19.0K
15,112
+5%
增持
VSGX
Vanguard ESG Int'l ETF
+$17.0K
97,088
+9%
增持
CMCSA
Comcast Corp New Cl A
+$13.0K
8,526
+11%
增持
GOOGL
Google Inc. Class A
-$13.0K
188
+2%
增持
AGG
iShares Aggregate Bond Fd
+$10.0K
19,298
+7%
减持
BX
Blackstone Group Lp
-$10.0K
4,100
-0%
减持
MRK
Merck & Co
+$8.0K
2,982
-4%
减持
NOC
Northrop Grumman Corp
+$7.0K
1,823
-13%
减持
AEP
American Elec Pwr Inc
-$6.0K
3,149
-13%
减持
VYM
Vanguard High Dividend ETF
-$2.0K
2,111
-1%
增持
IWN
Russell 2000/ Small Value
-$1.0K
3,707
+3%
