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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 131 项
建仓 13
增持 37
减持 62
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
VTI
Vanguard Total Stock Mkt
-$17.1M
394,341
-2%
清仓
DUHP
DFA Tax-Managed US Marketwide Value II
-$9.6M
0
-100%
清仓
—
Altair Engineering Inc.
-$9.6M
0
-100%
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。
建仓
DFUV
DFA Tax-Managed US Marketwide Value II
+$8.4M
265,947
增持
BSV
Vanguard ST Bond Idx ETF
+$7.0M
702,904
+17%
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$6.2M
36,174
-77%
增持
BIV
Vanguard Interm Bond Index ETF
+$5.4M
328,188
+34%
减持
AAPL
Apple Computer Inc
-$5.4M
20,752
-56%
减持
ITOT
iShares Core S&P Total US Stock Mkt ETF
-$4.3M
7,569
-85%
减持
DFAI
DFA Int'l Core Equity ETF
-$4.0M
276,499
-27%
增持
SCHB
Schw US Brd Mkt Etf
+$3.4M
120,650
+232%
减持
SUB
iShares Short-Term National Muni Bond
-$3.0M
45,130
-39%
减持
IWV
Russell 3000
-$2.7M
56,871
-1%
增持
BND
Vanguard Total Bond
+$2.6M
95,299
+67%
减持
VUG
Vanguard Growth
-$2.5M
29,350
-6%
增持
DFNM
Dimensional National Munpl Bond ETF
+$2.5M
86,654
+148%
清仓
—
Heartland Finl Usa
-$2.3M
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
-$2.2M
39,985
-53%
增持
SPY
SPDR Trust (S&P 500)
-$2.2M
37,399
+4%
增持
DFAU
DFA US Core Equity ETF
+$1.9M
191,766
+93%
减持
AVDE
Avantis International Equity ETF
-$1.9M
32,063
-44%
增持
ESGV
Vanguard ESG U.S. Stock ETF
-$1.8M
158,232
+5%
增持
VTHR
Vanguard Russell 3000 ETF
+$1.7M
33,510
+71%
减持
TIP
BGI i Shares/TIPS
-$1.5M
13,548
-44%
减持
VTV
Vanguard Value
-$1.5M
51,012
-8%
增持
IVV
iShares S&P 500 Index
+$1.3M
9,106
+91%
清仓
SPGI
S&Pglobal Inc Com
-$1.3M
0
-100%
增持
IWM
Russell 2000/Small Blend
-$1.2M
38,360
+3%
建仓
SCHP
Sch US Tips Etf
+$1.0M
17,919
减持
MSFT
Microsoft Corp
-$961.0K
2,330
-54%
建仓
TSLA
Tesla Motors Inc
+$944.0K
1,402
减持
VSGX
Vanguard ESG Int'l ETF
-$821.0K
96,491
-1%
减持
MDY
Mid Cap S P D R TRUST
-$812.0K
10,441
-0%
减持
IVW
iShares S&P 500 Growth
-$701.0K
38,197
-3%
减持
REET
iShares Global REIT ETF
-$635.0K
17,026
-53%
减持
IWD
Russell 1000/ Lrg. Value
-$605.0K
24,594
-2%
减持
IWF
Russell 1000/ Lrg. Growth
-$593.0K
9,741
-1%
减持
—
Accenture Plc Cl A
-$555.0K
815
-65%
增持
DFAT
DFA U.S. Small Cap Value (TM)
-$530.0K
87,849
+1%
建仓
AVUS
AVANTIS US EQUITY ETF
+$526.0K
8,083
增持
AMZN
Amazon Com Inc
-$520.0K
4,120
+1301%
减持
VBR
Vanguard Small Cap Value
-$508.0K
4,515
-33%
增持
VXUS
Vanguard Total Intl Etf
+$454.0K
22,591
+90%
建仓
VONG
Vanguard Russell 1000 Growth ETF
+$449.0K
7,985
减持
PG
Procter & Gamble Co
-$417.0K
4,304
-37%
增持
DFAE
DFA Core Emerging Mkt ETF
+$407.0K
110,202
+35%
建仓
SCHV
Schwab US Large Cap
+$394.0K
6,311
减持
PFE
Pfizer Incorporated
-$381.0K
6,703
-53%
减持
IWB
iShares Russell 1000
-$372.0K
4,015
-17%
减持
TTD
The Trade Desk Inc
-$354.0K
5,360
-36%
减持
V
Visa Inc Cl A
-$344.0K
1,778
-43%
清仓
XEXGX
Ev Tax Man Glb Div Eqty
-$333.0K
0
-100%
建仓
QCOM
Qualcomm Inc
+$327.0K
2,563
清仓
ARKK
ARK Innovation ETF
-$305.0K
0
-100%
减持
FRME
First Merchants Corp
-$301.0K
32,805
-7%
清仓
BA
Boeing Co
-$298.0K
0
-100%
清仓
IGSB
Ishares Tr Sh Tr Crport Etf
-$296.0K
0
-100%
增持
BNDX
Vanguard Total Internatl
+$276.0K
35,769
+25%
建仓
VMBS
Vanguard Mortgage Backed
+$272.0K
5,679
建仓
VV
Vanguard Large Cap Etf
+$262.0K
1,521
清仓
MMM
3M
-$258.0K
0
-100%
清仓
HON
Honeywell International
-$257.0K
0
-100%
清仓
NEE
Nextera Energy Inc
-$255.0K
0
-100%
清仓
DIS
Disney Company
-$249.0K
0
-100%
建仓
DFSV
Dimensional US Small Cap Value ETF
+$249.0K
11,057
减持
GOOG
Google Inc. Class C
-$244.0K
127
-32%
清仓
—
ProShares UltraPro Short S&P500
-$240.0K
0
-100%
减持
IVE
iShares S&P 500 Value
-$239.0K
7,569
-8%
建仓
IAU
iShares Gold
+$234.0K
6,830
清仓
JPM
JPMorgan Chase & Co.
-$233.0K
0
-100%
减持
VZ
Verizon Communications
-$230.0K
8,899
-33%
清仓
GPN
Global Payments Inc
-$224.0K
0
-100%
清仓
CVX
Chevrontexaco Corp
-$220.0K
0
-100%
减持
EFA
iShares MSCI/EAFE Index
-$220.0K
14,270
-6%
增持
QQQ
Invesco QQQ Trust
-$219.0K
2,666
+0%
清仓
ORCL
Oracle Corporation
-$218.0K
0
-100%
清仓
NVDA
Nvidia Corp
-$218.0K
0
-100%
减持
DTE
DTE Energy Company
-$215.0K
2,124
-42%
减持
—
Exxon Mobil Corporation
-$213.0K
14,994
-17%
建仓
VCSH
Vanguard Short Term Corp Bond
+$205.0K
2,686
减持
VTIP
Vanguard Shrt Inf Prot
-$202.0K
43,039
-7%
增持
IEMG
Ishares Core Msci
+$193.0K
10,153
+85%
减持
EEM
iShares MSCI Emrg Mkt
-$182.0K
34,875
-0%
减持
ABBV
Abbvie Inc
-$179.0K
10,909
-4%
减持
ENB
Enbridge Inc
-$162.0K
11,092
-19%
减持
VONV
Vanguard Russell 1000
-$158.0K
16,663
-0%
减持
ABT
Abbott Laboratories
-$154.0K
9,714
-5%
增持
BX
Blackstone Group Lp
-$147.0K
4,101
+0%
减持
INTU
Intuit Inc
-$143.0K
595
-23%
减持
BRK/B
Berkshire Hathaway B New
-$141.0K
1,504
-4%
减持
NKE
Nike Inc Class B
-$141.0K
4,006
-2%
减持
SCHE
Schw Emg Mkt Eq Etf
-$129.0K
9,734
-28%
增持
DFIV
DFA Tax Managed Intl
-$126.0K
59,137
+8%
减持
SO
The Southern Company
-$126.0K
26,330
-5%
增持
MCD
Mc Donalds Corp
+$120.0K
2,274
+28%
减持
AEP
American Elec Pwr Inc
-$113.0K
2,100
-33%
增持
GOOGL
Google Inc. Class A
-$107.0K
191
+2%
增持
DFUS
DFA U.S. Equity ETF
-$104.0K
12,690
+0%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$101.0K
9,886
+42%
减持
LLY
Lilly Eli & Company
-$101.0K
2,198
-23%
减持
BMY
Bristol-Myers Squibb Co
-$100.0K
8,831
-17%
增持
AGG
iShares Aggregate Bond Fd
+$96.0K
21,276
+10%
清仓
MIN
M F S Intermdt Income Tr
-$92.0K
0
-100%
减持
VO
Vanguard Mid Cap
-$88.0K
1,438
-8%
增持
IWN
Russell 2000/ Small Value
-$78.0K
3,816
+3%
减持
CMCSA
Comcast Corp New Cl A
-$77.0K
8,210
-4%
减持
ICF
iShares C&S Real Estate
-$72.0K
6,507
-1%
减持
WY
Weyerhaeuser Co
-$70.0K
13,464
-1%
减持
PEP
Pepsico Incorporated
-$66.0K
13,172
-2%
减持
COST
Costco Whsl Corp New
-$62.0K
557
-3%
减持
SCHR
SCHWAB STRATEGIC TR INTRM TRM TRES ETF
-$60.0K
15,118
-4%
减持
SRE
Sempra Energy
-$57.0K
2,755
-2%
增持
AVUV
Avantis US Small Cap Value ETF
-$56.0K
5,696
+2%
减持
DFAS
DFA U.S. Small Cap (TM)
-$56.0K
5,852
-3%
减持
RTX
Raytheon Technologies Ord
-$55.0K
2,599
-16%
增持
VWO
Vanguard Emerging Market
+$43.0K
21,031
+16%
减持
JNJ
Johnson & Johnson
-$39.0K
9,222
-2%
减持
DUK
Duke Energy Corporation
-$37.0K
3,196
-6%
增持
SHY
iShares Tr Barclays Bond
+$33.0K
11,316
+4%
减持
YUM
Yum! Brands Inc
-$33.0K
4,205
-2%
减持
MRK
Merck & Co
-$22.0K
2,448
-18%
增持
AVRE
Avantis Real Estate ETF
-$21.0K
4,938
+8%
增持
VYM
Vanguard High Dividend ETF
-$16.0K
2,171
+3%
增持
VNQ
Vanguard Reit
-$14.0K
39,877
+18%
增持
MUB
Ishares Nationl Muni Bond
+$13.0K
6,502
+5%
减持
KO
Coca Cola Company
-$10.0K
16,177
-2%
建仓
—
Romeo Power Cl A Ord
+$9.0K
19,437
增持
META
Meta Platforms Inc Class A
-$8.0K
1,394
+33%
增持
AROW
Arrow Financial Corp
-$6.0K
11,774
+0%
增持
ELV
Anthem Inc
-$4.0K
436
+0%
增持
IJR
iShares Tr S&P Smallcap
+$0
2,754
+17%
