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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 117 项
建仓 5
增持 49
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BSV
Vanguard Short-Term Bond Index Fund
+$10.6M
918,987
+19%
增持
VTI
Vanguard Total Stock Mkt
+$8.6M
413,529
+2%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$5.8M
263,174
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。
+77%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$4.9M
139,782
+339%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$2.6M
88,043
+116%
增持
REET
iShares Global REIT ETF
+$2.3M
450,174
+29%
增持
SUB
iShares Short-Term National Muni Bond ETF
+$2.2M
44,544
+95%
减持
AAPL
Apple Computer Inc
-$2.2M
27,325
-40%
增持
VBR
Vanguard Small Cap Value
+$2.1M
19,379
+175%
增持
SPY
SPDR Trust (S&P 500)
+$1.6M
39,101
+2%
清仓
NVO
Novo-Nordisk A-S
-$1.6M
0
-100%
增持
SCHV
Schwab US Large Cap
+$1.5M
35,629
+162%
清仓
BRK/A
1/100 Berkshire Htwy Cla
-$1.4M
0
-100%
减持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
-$1.4M
6,326
-70%
增持
AVDE
Avantis International Equity ETF
+$1.3M
310,069
+7%
增持
IVV
iShares Core S&P 500 ETF
+$1.2M
31,976
+1%
建仓
DFLV
Dimensional US Large Cap Value ETF
+$1.2M
46,089
增持
ESGV
Vanguard ESG U.S. Stock ETF
+$1.2M
166,841
+0%
增持
DFSV
Dimensional US Small Cap Value ETF
+$1.1M
100,458
+71%
增持
MUB
iShares National Muni Bond ETF
+$1.1M
22,701
+84%
清仓
FRME
First Merchants Corp
-$1.1M
0
-100%
减持
IWV
Russell 3000
+$1.0M
54,692
-0%
减持
VTHR
Vanguard Russell 3000 ETF
+$713.5K
52,418
-0%
增持
DFAI
DFA Int'l Core Equity ETF
+$679.8K
296,931
+8%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$630.2K
313,955
+3%
减持
VUG
Vanguard Growth
+$572.9K
18,922
-1%
增持
AVUV
Avantis US Small Cap Value ETF
+$509.3K
15,993
+62%
增持
IWM
Russell 2000/Small Blend
+$455.9K
39,612
+2%
增持
DFAE
DFA Core Emerging Mkt ETF
+$446.4K
655,837
+1%
清仓
PG
Procter & Gamble Co
-$438.0K
0
-100%
减持
—
Exxon Mobil Corporation
-$434.5K
7,977
-32%
清仓
SRE
Sempra Energy
-$416.4K
0
-100%
增持
VCSH
Vanguard Short Term Corp Bond
+$414.2K
59,265
+11%
增持
SCHF
Schw Intl Eq Etf
+$410.2K
23,782
+89%
减持
SCHP
Sch US Tips Etf
-$326.8K
4,369
-58%
增持
VCIT
Vanguard Intermediate
+$321.2K
8,548
+94%
增持
VGSH
Vanguard Short Term
+$308.0K
28,853
+24%
清仓
GS
Goldman Sachs Group Inc
-$302.9K
0
-100%
减持
PFE
Pfizer Incorporated
-$302.0K
6,611
-50%
增持
VSGX
Vanguard ESG Int'l ETF
+$301.9K
112,084
+4%
减持
ABBV
Abbvie Inc
-$293.9K
8,687
-5%
减持
BND
Vanguard Total Bond
-$286.3K
98,219
-2%
增持
AGG
iShares Aggregate Bond Fd
+$272.9K
38,757
+10%
减持
SCHB
Schw US Brd Mkt Etf
+$270.2K
72,422
-0%
增持
IJR
iShares Core S&P Small-Cap ETF
+$262.1K
18,333
+13%
增持
SCHE
Schw Emg Mkt Eq Etf
+$258.7K
19,624
+114%
清仓
VZ
Verizon Communications
-$253.0K
0
-100%
增持
VOOG
Vanguard S&P 500 Growth ETF
+$241.2K
9,698
+1%
清仓
INTU
Intuit Inc
-$240.7K
0
-100%
减持
IVW
iShares S&P 500 Growth ETF
+$240.4K
37,647
-0%
建仓
JEPI
JPMorgan Equity Premium Income ETF
+$235.8K
4,261
建仓
SPGI
S&Pglobal Inc Com
+$226.9K
566
减持
TIP
BGI i Shares/TIPS
-$222.5K
2,722
-42%
减持
MCD
Mc Donalds Corp
-$212.5K
2,827
-25%
清仓
BMY
Bristol-Myers Squibb Co
-$208.3K
0
-100%
建仓
AVLV
Avantis U.S. Large Cap Value ETF
+$206.9K
3,878
建仓
IAU
iShares Gold
+$203.2K
5,584
清仓
—
ProShares UltraPro Short S&P500
-$202.2K
0
-100%
减持
MSFT
Microsoft Corp
+$182.5K
5,830
-7%
减持
DFAU
DFA US Core Equity ETF
+$181.0K
187,677
-4%
减持
AMZN
Amazon Com Inc
+$177.3K
8,000
-5%
减持
DTE
DTE Energy Company
-$160.8K
2,010
-42%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$154.6K
7,092
+4%
增持
BIV
Vanguard Interm Bond Index ETF
+$154.1K
263,923
+3%
减持
VTV
Vanguard Value
-$151.1K
65,835
-4%
减持
BNDX
Vanguard Total Internatl
-$150.7K
25,836
-11%
减持
MDY
Mid Cap S P D R TRUST
+$146.8K
11,165
-2%
增持
VNQ
Vanguard Reit
+$139.6K
42,506
+3%
减持
IWF
Russell 1000/ Lrg. Growth
+$125.9K
10,586
-7%
减持
IWD
Russell 1000/ Lrg. Value
+$119.9K
24,400
-0%
减持
VWO
Vanguard Emerging Market
-$115.2K
22,572
-12%
减持
VXUS
Vanguard Total Intl Etf
-$109.6K
11,064
-16%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$104.5K
8,971
+35%
减持
QQQ
Invesco QQQ Trust
-$94.8K
3,610
-19%
减持
EFA
iShares MSCI EAFE ETF
-$84.3K
15,863
-8%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$83.2K
23,513
+7%
减持
LLY
Lilly Eli & Company
+$81.0K
2,108
-20%
增持
—
Accenture Plc Cl A
+$73.0K
2,352
+3%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$72.3K
20,959
+2%
减持
GOOGL
Google Inc. Class A
+$71.5K
4,803
-1%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$71.3K
79,399
-2%
增持
SCHO
Schwab Short-Term U.S. Treasury ETF
+$63.7K
57,667
+4%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$63.1K
6,854
+2%
增持
VEA
Vanguard Msci Eafe Etf
+$58.7K
38,040
+1%
减持
NKE
Nike Inc Class B
-$56.1K
3,754
-2%
减持
NVDA
Nvidia Corp
+$52.4K
728
-21%
增持
VB
Vanguard Small Cap
+$50.0K
3,691
+2%
减持
JPM
JPMorgan Chase & Co.
+$49.8K
3,840
-2%
清仓
TMC
TMC the Metals Company Inc.
-$49.7K
0
-100%
增持
COST
Costco Whsl Corp New
+$38.7K
477
+9%
减持
DFUS
DFA U.S. Equity ETF
+$37.9K
12,353
-1%
减持
BRK/B
Berkshire Hathaway B New
+$33.7K
1,334
-2%
增持
DFAS
DFA U.S. Small Cap (TM)
+$29.3K
6,434
+5%
减持
NOC
Northrop Grumman Corp
-$26.3K
1,789
-2%
增持
PEP
Pepsico Incorporated
+$25.9K
1,253
+11%
减持
ENB
Enbridge Inc
-$23.0K
5,919
-7%
增持
TMO
Thermo Electron Corp
-$17.7K
852
+6%
减持
ZTS
Zoetis Inc
-$17.4K
1,428
-10%
减持
IWB
iShares Russell 1000 ETF
+$14.6K
3,588
-6%
减持
ICF
iShares C&S Real Estate
-$13.6K
7,279
-3%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$13.4K
16,031
+4%
减持
ABT
Abbott Laboratories
-$12.7K
3,583
-10%
减持
BX
Blackstone Group Lp
+$11.7K
4,000
-2%
减持
AVUS
Avantis U.S. Equity ETF
+$11.0K
6,666
-4%
减持
IWR
iShares Russell Mid-Cap ETF
-$11.0K
5,470
-7%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
-$8.9K
9,016
+0%
减持
JNJ
Johnson & Johnson
-$8.8K
3,017
-8%
减持
VYM
Vanguard High Dividend ETF
-$8.7K
21,371
-1%
减持
HD
Home Depot Inc
+$8.6K
763
-1%
减持
VOO
Vanguard S&P 500 Etf
-$7.9K
1,471
-9%
减持
VO
Vanguard Mid Cap
-$6.5K
2,435
-5%
增持
DFNM
Dimensional National Munpl Bond ETF
+$3.5K
9,582
+2%
减持
IWN
Russell 2000/ Small Value
+$3.4K
3,803
-2%
增持
—
AquaBounty Technologies Inc
-$2.5K
11,125
+3%
减持
EEM
iShares MSCI Emerging Markets ETF
-$2.4K
9,535
-1%
减持
IWO
Russell 2000/ Small Growth
+$2.0K
1,470
-6%
增持
AVRE
Avantis Real Estate ETF
-$926
6,883
+1%
