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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 125 项
建仓 16
增持 48
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
BIV
Vanguard Interm Bond Index ETF
-$3.7M
256,722
-19%
增持
BSV
Vanguard Short-Term Bond Index Fund
+$3.6M
769,672
+5%
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$3.5M
148,272
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。
-32%
增持
VCSH
Vanguard Short Term Corp Bond
+$2.7M
53,388
+201%
建仓
VOOG
Vanguard S&P 500 Growth ETF
+$2.2M
9,645
清仓
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$2.0M
0
-100%
减持
PEP
Pepsico Incorporated
-$1.8M
1,131
-90%
增持
IVV
iShares Core S&P 500 ETF
+$1.8M
31,694
+8%
清仓
SO
The Southern Company
-$1.7M
0
-100%
建仓
IJH
iShares Core S&P Mid-Cap ETF
+$1.7M
6,795
减持
DFUV
DFA Tax-Managed US Marketwide Value II
-$1.6M
304,697
-14%
减持
AAPL
Apple Computer Inc
+$1.5M
45,295
-1%
建仓
IUSB
iShares Core Total USD Bond Market ETF
+$1.5M
31,820
增持
ESGV
Vanguard ESG U.S. Stock ETF
+$1.4M
166,013
+4%
增持
AVDE
Avantis International Equity ETF
+$1.3M
288,600
+1%
减持
VTIP
Vanguard Shrt Inf Prot
-$1.3M
5,105
-84%
减持
SCHB
Schw US Brd Mkt Etf
-$1.2M
72,601
-30%
减持
VTI
Vanguard Total Stock Mkt
+$1.1M
404,250
-5%
增持
REET
iShares Global REIT ETF
+$1.1M
348,853
+14%
增持
VYM
Vanguard High Dividend ETF
+$1.0M
21,569
+90%
清仓
KO
Coca Cola Company
-$1.0M
0
-100%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$990.8K
40,753
+77%
建仓
PRF
Powershare Ftse Rafi US
+$982.2K
6,265
增持
IWF
Russell 1000/ Lrg. Growth
+$791.4K
11,407
+22%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$776.8K
37,355
+31%
减持
AGG
iShares Aggregate Bond Fd
-$774.1K
35,361
-20%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$756.1K
21,093
+63%
增持
VEA
Vanguard Msci Eafe Etf
+$687.3K
37,590
+56%
建仓
VB
Vanguard Small Cap
+$684.1K
3,609
减持
BNDX
Vanguard Total Internatl
-$646.8K
28,895
-33%
增持
MSFT
Microsoft Corp
+$612.8K
6,254
+26%
减持
DFAI
DFA Int'l Core Equity ETF
-$606.9K
275,783
-14%
减持
VTHR
Vanguard Russell 3000 ETF
+$594.0K
52,572
-0%
增持
BND
Vanguard Total Bond
+$582.3K
100,580
+6%
增持
MDY
Mid Cap S P D R TRUST
+$578.5K
11,344
+9%
减持
IWV
Russell 3000
+$518.4K
54,778
-2%
建仓
JPM
JPMorgan Chase & Co.
+$508.7K
3,904
增持
SCHV
Schwab US Large Cap
+$508.2K
13,587
+134%
减持
DFAE
DFA Core Emerging Mkt ETF
+$504.5K
648,983
-1%
增持
DFSV
Dimensional US Small Cap Value ETF
+$483.5K
58,625
+48%
减持
VUG
Vanguard Growth
+$468.3K
19,168
-5%
增持
QQQ
Invesco QQQ Trust
+$436.4K
4,451
+19%
减持
SPY
SPDR Trust (S&P 500)
-$434.7K
38,436
-9%
清仓
YUM
Yum! Brands Inc
-$428.3K
0
-100%
清仓
AROW
Arrow Financial Corp
-$412.5K
0
-100%
建仓
IWR
iShares Russell Mid-Cap ETF
+$410.4K
5,870
建仓
SHYG
Ishares High Yield
+$406.4K
9,750
建仓
IWO
Russell 2000/ Small Growth
+$354.7K
1,564
清仓
DUK
Duke Energy Corporation
-$350.5K
0
-100%
增持
SUB
iShares Short-Term National Muni Bond ETF
+$341.5K
22,883
+16%
增持
MUB
iShares National Muni Bond ETF
+$337.1K
12,341
+31%
清仓
CSX
C S X Corp
-$334.6K
0
-100%
清仓
ED
Consolidated Edison Inc
-$325.0K
0
-100%
减持
VTV
Vanguard Value
-$317.1K
68,831
-2%
建仓
ISTB
iShares Core 1-5 Year USD Bond ETF
+$313.9K
6,657
清仓
RTX
Raytheon Technologies Ord
-$313.3K
0
-100%
增持
VWO
Vanguard Emerging Market
+$304.8K
25,581
+37%
建仓
GS
Goldman Sachs Group Inc
+$302.9K
926
增持
IJR
iShares Core S&P Small-Cap ETF
+$293.0K
16,182
+20%
减持
TIP
BGI i Shares/TIPS
-$289.2K
4,675
-38%
清仓
IAU
iShares Gold
-$276.7K
0
-100%
清仓
MRK
Merck & Co
-$275.4K
0
-100%
减持
AVRE
Avantis Real Estate ETF
-$273.1K
6,819
-50%
建仓
NVDA
Nvidia Corp
+$255.5K
920
减持
JNJ
Johnson & Johnson
-$251.2K
3,278
-24%
减持
DFAU
DFA US Core Equity ETF
+$247.5K
195,866
-2%
建仓
HD
Home Depot Inc
+$228.5K
774
增持
AMZN
Amazon Com Inc
+$224.7K
8,380
+10%
增持
IVW
iShares S&P 500 Growth ETF
+$216.0K
37,767
+1%
建仓
—
ProShares UltraPro Short S&P500
+$202.2K
15,000
减持
—
Exxon Mobil Corporation
-$190.0K
11,764
-12%
减持
ENB
Enbridge Inc
-$186.9K
6,367
-42%
清仓
SCHX
Schwab US Large Cap Etf
-$178.4K
0
-100%
清仓
CMCSA
Comcast Corp New Cl A
-$175.4K
0
-100%
增持
SCHO
Schwab Short-Term U.S. Treasury ETF
+$172.3K
55,499
+6%
增持
EFA
iShares MSCI EAFE ETF
+$172.2K
17,258
+7%
减持
BRK/B
Berkshire Hathaway B New
-$154.6K
1,364
-27%
增持
VCIT
Vanguard Intermediate
+$152.7K
4,417
+70%
减持
IWM
Russell 2000/Small Blend
+$145.8K
39,026
-0%
增持
PFE
Pfizer Incorporated
-$139.0K
13,346
+0%
减持
VNQ
Vanguard Reit
-$133.5K
41,091
-4%
清仓
SCHA
Schw US Scap Etf
-$128.9K
0
-100%
增持
SCHF
Schw Intl Eq Etf
+$127.4K
12,576
+31%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$122.0K
22,049
+8%
清仓
YUMC
Yum China Holdings I
-$114.8K
0
-100%
增持
VBR
Vanguard Small Cap Value
+$113.5K
7,059
+11%
减持
SCHP
Sch US Tips Etf
-$113.2K
10,369
-20%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$111.6K
15,455
+14%
减持
BMY
Bristol-Myers Squibb Co
-$108.7K
3,005
-32%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
-$107.5K
9,006
-14%
增持
AVUV
Avantis US Small Cap Value ETF
+$103.3K
9,883
+17%
减持
DFIV
DFA Tax Managed Intl
+$101.0K
55,773
-0%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$97.5K
6,709
+12%
增持
MCD
Mc Donalds Corp
+$73.6K
3,778
+1%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$73.4K
20,459
+5%
减持
MA
Mastercard Inc
-$65.4K
1,150
-17%
增持
VXUS
Vanguard Total Intl Etf
+$63.3K
13,223
+3%
减持
VZ
Verizon Communications
-$62.1K
6,506
-19%
增持
EEM
iShares MSCI Emerging Markets ETF
+$59.5K
9,621
+14%
增持
IVE
iShares S&P 500 Value ETF
+$58.4K
7,649
+1%
减持
VSGX
Vanguard ESG Int'l ETF
+$50.1K
107,924
-5%
建仓
TMC
TMC the Metals Company Inc.
+$49.7K
60,000
增持
ICF
iShares C&S Real Estate
+$49.4K
7,527
+12%
减持
GOOGL
Google Inc. Class A
+$44.3K
4,853
-7%
增持
VIG
Vanguard Div Apprciation
+$42.3K
1,814
+16%
增持
IWD
Russell 1000/ Lrg. Value
+$37.4K
24,505
+1%
增持
DFAS
DFA U.S. Small Cap (TM)
+$32.5K
6,134
+8%
减持
VO
Vanguard Mid Cap
-$22.0K
2,573
-7%
增持
ABT
Abbott Laboratories
+$20.9K
3,983
+14%
减持
ZTS
Zoetis Inc
+$19.2K
1,582
-5%
减持
DFUS
DFA U.S. Equity ETF
+$18.8K
12,538
-3%
增持
DTE
DTE Energy Company
-$14.7K
3,486
+3%
增持
PG
Procter & Gamble Co
+$14.3K
2,946
+5%
减持
DIA
SPDR Dow Jones Industrial Average ETF
-$13.5K
815
-5%
减持
VGT
Vanguard Info Technology
+$12.6K
820
-14%
减持
SCHE
Schw Emg Mkt Eq Etf
-$11.7K
9,162
-8%
增持
DFNM
Dimensional National Munpl Bond ETF
+$11.2K
9,374
+1%
减持
V
Visa Inc Cl A
+$11.1K
3,027
-6%
减持
NKE
Nike Inc Class B
+$10.2K
3,836
-2%
减持
VOO
Vanguard S&P 500 Etf
+$9.3K
1,614
-5%
建仓
—
AquaBounty Technologies Inc
+$6.4K
10,800
减持
COST
Costco Whsl Corp New
-$6.0K
439
-11%
增持
IWN
Russell 2000/ Small Value
+$4.7K
3,883
+2%
减持
INTU
Intuit Inc
+$3.4K
540
-11%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$563
81,170
-1%
