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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 114 项
建仓 4
增持 50
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares Core S&P 500 ETF
+$9.2M
29,333
+419%
增持
DFAE
DFA Core Emerging Mkt ETF
+$9.2M
657,634
+152%
增持
VTI
Vanguard Total Stock Mkt
+$9.1M
425,759
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。
+6%
增持
VTHR
Vanguard Russell 3000 ETF
+$5.9M
52,649
+171%
增持
AVDE
Avantis International Equity ETF
+$5.7M
284,461
+38%
增持
REET
iShares Global REIT ETF
+$4.7M
305,415
+193%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$4.3M
352,823
+40%
减持
SUB
iShares Short-Term National Muni Bond ETF
-$3.0M
19,698
-60%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$2.0M
218,918
+23%
减持
VUG
Vanguard Growth
-$2.0M
20,238
-32%
增持
DFAI
DFA Int'l Core Equity ETF
+$2.0M
321,055
+15%
减持
DFNM
Dimensional National Munpl Bond ETF
-$2.0M
9,239
-82%
增持
SPY
SPDR Trust (S&P 500)
+$1.8M
42,282
+5%
增持
SCHB
Schw US Brd Mkt Etf
+$1.6M
103,337
+43%
增持
AGG
iShares Aggregate Bond Fd
+$1.5M
44,308
+55%
增持
VTV
Vanguard Value
+$1.5M
69,982
+4%
建仓
VGSH
Vanguard Short Term
+$1.3M
23,193
建仓
IJR
iShares Core S&P Small-Cap ETF
+$1.3M
13,438
建仓
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$1.2M
12,907
增持
VONG
Vanguard Russell 1000 Growth ETF
+$1.1M
28,528
+257%
减持
BIV
Vanguard Interm Bond Index ETF
-$1.1M
315,262
-6%
清仓
TSLA
Tesla Motors Inc
-$1.0M
0
-100%
增持
VYM
Vanguard High Dividend ETF
+$1.0M
11,371
+424%
增持
BNDX
Vanguard Total Internatl
+$995.3K
43,439
+95%
减持
SCHO
Schwab Short-Term U.S. Treasury ETF
-$932.6K
52,559
-27%
增持
BSV
Vanguard Short-Term Bond Index Fund
+$811.5K
734,345
+1%
建仓
SPYV
SPDR Portfolio S&P 500 Value ETF
+$759.7K
19,534
增持
VEA
Vanguard Msci Eafe Etf
+$737.6K
24,080
+221%
增持
BND
Vanguard Total Bond
+$737.5K
95,260
+11%
减持
IWV
Russell 3000
+$730.7K
56,085
-0%
增持
DFAU
DFA US Core Equity ETF
+$650.5K
199,391
+6%
增持
DFSV
Dimensional US Small Cap Value ETF
+$645.0K
39,485
+159%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$569.8K
20,424
+129%
减持
VSGX
Vanguard ESG Int'l ETF
+$561.8K
113,860
-2%
减持
JNJ
Johnson & Johnson
-$521.6K
4,299
-45%
减持
TIP
BGI i Shares/TIPS
-$512.4K
7,559
-40%
减持
VTIP
Vanguard Shrt Inf Prot
-$498.8K
32,138
-23%
增持
MDY
Mid Cap S P D R TRUST
+$494.9K
10,438
+2%
增持
MUB
iShares National Muni Bond ETF
+$484.5K
9,406
+90%
减持
ESGV
Vanguard ESG U.S. Stock ETF
+$463.6K
159,317
-0%
减持
AAPL
Apple Computer Inc
-$461.4K
45,630
-1%
增持
IWM
Russell 2000/Small Blend
+$420.5K
39,094
+1%
减持
ABT
Abbott Laboratories
-$403.6K
3,483
-57%
减持
EEM
iShares MSCI Emerging Markets ETF
-$394.9K
8,446
-59%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$391.3K
41,250
+21%
增持
VCSH
Vanguard Short Term Corp Bond
+$379.3K
17,733
+38%
减持
IWD
Russell 1000/ Lrg. Value
+$367.7K
24,357
-0%
增持
VO
Vanguard Mid Cap
+$306.6K
2,770
+102%
清仓
QCOM
Qualcomm Inc
-$304.0K
0
-100%
增持
EFA
iShares MSCI EAFE ETF
+$290.1K
16,181
+17%
增持
VBR
Vanguard Small Cap Value
+$288.3K
6,343
+27%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$284.5K
82,173
-4%
增持
DFIV
DFA Tax Managed Intl
+$281.5K
55,807
+2%
减持
SCHP
Sch US Tips Etf
-$278.9K
12,919
-29%
清仓
VV
Vanguard Large Cap Etf
-$274.0K
0
-100%
减持
BMY
Bristol-Myers Squibb Co
-$265.1K
4,405
-46%
清仓
WY
Weyerhaeuser Co
-$259.0K
0
-100%
增持
VNQ
Vanguard Reit
+$249.7K
42,988
+5%
减持
ABBV
Abbvie Inc
+$233.9K
9,188
-1%
增持
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
+$232.0K
14,971
+46%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$217.1K
13,503
+52%
清仓
TMV
Direxion Daily 20 - Yr Trsy Bear 3X ETF
-$214.0K
0
-100%
减持
SCHF
Schw Intl Eq Etf
-$213.8K
9,632
-48%
减持
PG
Procter & Gamble Co
-$205.2K
2,796
-44%
减持
SCHE
Schw Emg Mkt Eq Etf
-$201.7K
9,985
-49%
增持
AVRE
Avantis Real Estate ETF
+$194.8K
13,516
+46%
增持
VWO
Vanguard Emerging Market
+$169.7K
18,694
+22%
减持
VZ
Verizon Communications
-$166.9K
7,998
-37%
减持
—
Exxon Mobil Corporation
+$155.0K
13,418
-12%
减持
VXUS
Vanguard Total Intl Etf
-$137.2K
12,892
-27%
增持
IVE
iShares S&P 500 Value ETF
+$133.4K
7,599
+1%
增持
MCD
Mc Donalds Corp
+$123.7K
3,729
+0%
减持
NKE
Nike Inc Class B
+$120.2K
3,933
-4%
减持
ITOT
iShares Core S&P Total US Stock Mkt ETF
-$114.0K
6,014
-23%
减持
SCHA
Schw US Scap Etf
-$107.1K
3,182
-49%
增持
AVUV
Avantis US Small Cap Value ETF
+$104.7K
8,437
+6%
增持
PFE
Pfizer Incorporated
+$100.5K
13,339
+0%
增持
GOOGL
Google Inc. Class A
+$94.1K
5,203
+36%
减持
SCHV
Schwab US Large Cap
-$91.1K
5,799
-28%
增持
QQQ
Invesco QQQ Trust
+$89.2K
3,726
+10%
减持
KO
Coca Cola Company
+$89.2K
15,944
-3%
减持
AVEM
Avantis Emerging Markets EQ ETF
+$66.6K
23,085
-3%
减持
SO
The Southern Company
+$62.8K
24,307
-1%
增持
AROW
Arrow Financial Corp
+$62.5K
12,170
+0%
增持
RTX
Raytheon Technologies Ord
+$59.3K
3,104
+0%
减持
CMCSA
Comcast Corp New Cl A
-$58.6K
5,017
-37%
增持
VOO
Vanguard S&P 500 Etf
+$57.8K
1,701
+3%
减持
YUMC
Yum China Holdings I
-$57.2K
2,100
-42%
减持
BRK/B
Berkshire Hathaway B New
+$51.8K
1,864
-5%
减持
IWF
Russell 1000/ Lrg. Growth
-$50.4K
9,315
-4%
增持
AMZN
Amazon Com Inc
-$46.1K
7,630
+25%
增持
IAU
iShares Gold
+$44.7K
7,998
+8%
增持
DFUS
DFA U.S. Equity ETF
+$44.3K
12,937
+2%
减持
VCIT
Vanguard Intermediate
-$43.4K
2,601
-20%
清仓
TMC
TMC THE METALS COMPANY ORD
-$42.0K
0
-100%
减持
MRK
Merck & Co
+$35.4K
2,482
-11%
减持
IWN
Russell 2000/ Small Value
+$35.3K
3,803
-0%
减持
INTU
Intuit Inc
-$31.8K
610
-12%
增持
SCHX
Schwab US Large Cap Etf
+$30.4K
3,951
+13%
减持
YUM
Yum! Brands Inc
+$30.3K
3,344
-11%
减持
IWB
iShares Russell 1000 ETF
+$28.7K
3,818
-3%
减持
MSFT
Microsoft Corp
-$25.9K
4,963
-5%
减持
CSX
C S X Corp
-$25.4K
10,800
-20%
减持
DTE
DTE Energy Company
-$25.4K
3,374
-8%
减持
DFAS
DFA U.S. Small Cap (TM)
+$21.7K
5,684
-2%
减持
COST
Costco Whsl Corp New
-$20.9K
491
-5%
增持
ICF
iShares C&S Real Estate
+$19.6K
6,722
+3%
减持
AVUS
Avantis U.S. Equity ETF
+$17.4K
6,916
-5%
减持
ENB
Enbridge Inc
+$14.8K
10,993
-2%
减持
—
Accenture Plc Cl A
+$13.5K
2,284
-1%
减持
VGT
Vanguard Info Technology
-$10.6K
950
-7%
减持
PEP
Pepsico Incorporated
-$6.3K
11,030
-10%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
-$1.6K
10,440
-0%
减持
ED
Consolidated Edison Inc
+$1.0K
3,410
-10%
