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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 123 项
建仓 12
增持 60
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AVDE
Avantis International Equity ETF
+$7.8M
206,387
+544%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$7.1M
178,086
+392%
增持
AAPL
Apple Computer Inc
+$3.6M
46,240
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。
+123%
增持
DFAE
DFA Core Emerging Mkt ETF
+$2.7M
261,345
+137%
减持
VTHR
Vanguard Russell 3000 ETF
-$2.5M
19,459
-42%
减持
SCHB
Schw US Brd Mkt Etf
-$2.3M
72,256
-40%
增持
VTI
Vanguard Total Stock Mkt
-$2.1M
402,851
+2%
增持
REET
iShares Global REIT ETF
+$1.8M
104,367
+513%
减持
DFNM
Dimensional National Munpl Bond ETF
-$1.7M
51,853
-40%
建仓
IGIB
ISHARES TRUST INTRM TR CRP ETF
+$1.7M
34,200
增持
VTV
Vanguard Value
+$1.6M
67,119
+32%
增持
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
+$1.5M
71,860
+80%
减持
IVV
iShares S&P 500 Index
-$1.4M
5,650
-38%
减持
BND
Vanguard Total Bond
-$1.1M
85,605
-10%
建仓
AVSU
Avantis Responsible US Equity ETF
+$1.0M
24,010
减持
DFUV
DFA Tax-Managed US Marketwide Value II
-$932.0K
252,332
-5%
增持
BIV
Vanguard Interm Bond Index ETF
-$921.0K
334,277
+2%
清仓
VGSH
Vanguard Short Term
-$902.0K
0
-100%
增持
VCSH
Vanguard Short Term Corp Bond
+$749.0K
12,849
+378%
减持
IWV
Russell 3000
-$717.0K
56,249
-1%
减持
BNDX
Vanguard Total Internatl
-$707.0K
22,309
-38%
减持
EEM
iShares MSCI Emrg Mkt
-$683.0K
20,506
-41%
增持
DFAI
DFA Int'l Core Equity ETF
-$639.0K
279,828
+1%
增持
MSFT
Microsoft Corp
+$617.0K
5,220
+124%
增持
AGG
iShares Aggregate Bond Fd
+$598.0K
28,657
+35%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$584.0K
23,901
+142%
建仓
SCHF
Schw Intl Eq Etf
+$524.0K
18,624
增持
BSV
Vanguard ST Bond Idx ETF
+$494.0K
728,012
+4%
增持
ESGV
Vanguard ESG U.S. Stock ETF
-$478.0K
159,422
+1%
建仓
AVSD
AVANTIS RESPONSBL INTRL EQTY ETF
+$461.0K
11,424
减持
ABBV
Abbvie Inc
-$420.0K
9,318
-15%
建仓
EAGG
Ishares Esg U.S. Agg Bond
+$414.0K
8,907
增持
—
Accenture Plc Cl A
+$370.0K
2,315
+184%
减持
VXUS
Vanguard Total Intl Etf
-$362.0K
17,570
-22%
减持
JNJ
Johnson & Johnson
-$356.0K
7,843
-15%
增持
VNQ
Vanguard Reit
-$337.0K
41,112
+3%
减持
DFAU
DFA US Core Equity ETF
-$331.0K
188,368
-2%
减持
VWO
Vanguard Emerging Market
-$317.0K
15,324
-27%
增持
VSGX
Vanguard ESG Int'l ETF
+$307.0K
116,005
+20%
建仓
SUSB
Ishares Esg 1 5 Yr Usd
+$303.0K
12,895
增持
MCD
Mc Donalds Corp
+$298.0K
3,723
+64%
减持
DFIV
DFA Tax Managed Intl
-$293.0K
54,917
-7%
增持
SUB
iShares Short-Term National Muni Bond
+$283.0K
48,774
+8%
清仓
GOOG
Google Inc. Class C
-$278.0K
0
-100%
减持
SCHR
SCHWAB STRATEGIC TR INTRM TRM TRES ETF
-$275.0K
10,271
-32%
建仓
VEA
Vanguard Msci Eafe Etf
+$273.0K
7,499
清仓
VMBS
Vanguard Mortgage Backed
-$272.0K
0
-100%
减持
ABT
Abbott Laboratories
-$269.0K
8,123
-16%
清仓
IJR
iShares Tr S&P Smallcap
-$254.0K
0
-100%
增持
AMZN
Amazon Com Inc
+$249.0K
6,080
+48%
建仓
VCIT
Vanguard Intermediate
+$245.0K
3,244
减持
IWD
Russell 1000/ Lrg. Value
-$239.0K
24,456
-1%
建仓
SCHA
Schw US Scap Etf
+$236.0K
6,232
增持
PFE
Pfizer Incorporated
+$232.0K
13,333
+99%
减持
TIP
BGI i Shares/TIPS
-$226.0K
12,557
-7%
清仓
META
Meta Platforms Inc Class A
-$225.0K
0
-100%
增持
V
Visa Inc Cl A
+$224.0K
3,232
+82%
增持
SPY
SPDR Trust (S&P 500)
+$219.0K
40,115
+7%
建仓
TMV
Direxion Daily 20 - Yr Trsy Bear 3X ETF
+$214.0K
1,600
清仓
ELV
Anthem Inc
-$210.0K
0
-100%
减持
DFAT
DFA U.S. Small Cap Value (TM)
-$206.0K
85,373
-3%
减持
SO
The Southern Company
-$205.0K
24,603
-7%
清仓
AEP
American Elec Pwr Inc
-$201.0K
0
-100%
增持
VUG
Vanguard Growth
-$200.0K
29,644
+1%
减持
PEP
Pepsico Incorporated
-$196.0K
12,242
-7%
增持
SCHE
Schw Emg Mkt Eq Etf
+$191.0K
19,562
+101%
减持
MDY
Mid Cap S P D R TRUST
-$190.0K
10,275
-2%
减持
WY
Weyerhaeuser Co
-$187.0K
9,057
-33%
减持
MUB
Ishares Nationl Muni Bond
-$184.0K
4,948
-24%
建仓
YUMC
Yum China Holdings I
+$172.0K
3,628
减持
VTIP
Vanguard Shrt Inf Prot
-$157.0K
41,575
-3%
增持
QQQ
Invesco QQQ Trust
+$156.0K
3,377
+27%
增持
DTE
DTE Energy Company
+$153.0K
3,664
+73%
建仓
SCHX
Schwab US Large Cap Etf
+$148.0K
3,492
增持
LLY
Lilly Eli & Company
+$142.0K
2,643
+20%
增持
AVRE
Avantis Real Estate ETF
+$142.0K
9,247
+87%
增持
AVUV
Avantis US Small Cap Value ETF
+$135.0K
7,925
+39%
减持
IVW
iShares S&P 500 Growth
-$132.0K
37,555
-2%
减持
EFA
iShares MSCI/EAFE Index
-$120.0K
13,776
-3%
减持
IEMG
Ishares Core Msci
-$114.0K
8,928
-12%
增持
BRK/B
Berkshire Hathaway B New
+$113.0K
1,964
+31%
减持
VGT
Vanguard Info Technology
-$101.0K
1,020
-20%
增持
IWM
Russell 2000/Small Blend
-$101.0K
38,781
+1%
减持
BMY
Bristol-Myers Squibb Co
-$98.0K
8,191
-7%
增持
KO
Coca Cola Company
-$93.0K
16,513
+2%
减持
ED
Consolidated Edison Inc
-$92.0K
3,783
-14%
增持
TSLA
Tesla Motors Inc
+$92.0K
3,906
+179%
减持
SHY
iShares Tr Barclays Bond
-$88.0K
10,450
-8%
减持
CMCSA
Comcast Corp New Cl A
-$88.0K
7,980
-3%
增持
DFSV
Dimensional US Small Cap Value ETF
+$84.0K
15,271
+38%
减持
IWF
Russell 1000/ Lrg. Growth
-$84.0K
9,723
-0%
增持
SCHV
Schwab US Large Cap
+$80.0K
8,105
+28%
减持
YUM
Yum! Brands Inc
-$79.0K
3,744
-11%
减持
AVUS
AVANTIS US EQUITY ETF
-$73.0K
7,269
-10%
减持
IVE
iShares S&P 500 Value
-$71.0K
7,541
-0%
增持
NKE
Nike Inc Class B
-$69.0K
4,088
+2%
减持
IWB
iShares Russell 1000
-$59.0K
3,927
-2%
减持
CSX
C S X Corp
-$58.0K
13,500
-6%
增持
VONV
Vanguard Russell 1000
-$56.0K
16,809
+1%
增持
ENB
Enbridge Inc
-$54.0K
11,193
+1%
增持
SCHP
Sch US Tips Etf
-$52.0K
18,309
+2%
增持
GOOGL
Google Inc. Class A
-$51.0K
3,820
+1900%
增持
VBR
Vanguard Small Cap Value
+$43.0K
5,014
+11%
增持
—
Exxon Mobil Corporation
+$41.0K
15,176
+1%
增持
INTU
Intuit Inc
+$40.0K
694
+17%
增持
VZ
Verizon Communications
+$30.0K
12,690
+43%
增持
VOO
Vanguard S&P 500 Etf
-$27.0K
1,645
+1%
增持
DUK
Duke Energy Corporation
-$26.0K
3,403
+6%
减持
VO
Vanguard Mid Cap
-$25.0K
1,374
-4%
增持
AROW
Arrow Financial Corp
-$25.0K
12,148
+3%
增持
ZTS
Zoetis Inc
-$25.0K
1,666
+5%
增持
DFUS
DFA U.S. Equity ETF
-$23.0K
12,727
+0%
增持
QCOM
Qualcomm Inc
-$23.0K
2,687
+5%
减持
COST
Costco Whsl Corp New
-$22.0K
518
-7%
增持
MRK
Merck & Co
+$17.0K
2,782
+14%
增持
TMO
Thermo Electron Corp
-$15.0K
802
+3%
增持
VV
Vanguard Large Cap Etf
+$12.0K
1,674
+10%
减持
DFAS
DFA U.S. Small Cap (TM)
-$12.0K
5,775
-1%
增持
PG
Procter & Gamble Co
+$10.0K
4,980
+16%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
-$10.0K
7,842
+4%
清仓
—
Romeo Power Cl A Ord
-$9.0K
0
-100%
增持
RTX
Raytheon Technologies Ord
+$4.0K
3,097
+19%
增持
IAU
iShares Gold
-$2.0K
7,373
+8%
