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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 112 项
建仓 3
增持 48
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$18.8M
635,087
+141%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$17.9M
555,164
+297%
建仓
FLOT
Ishares Floating Rate
+$5.6M
109,853
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
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$4.7M
95,181
清仓
SCHO
Schwab Short-Term U.S. Treasury ETF
-$2.8M
0
-100%
增持
REET
iShares Global REIT ETF
+$2.3M
598,278
+33%
减持
AGG
iShares Aggregate Bond Fd
-$2.2M
16,907
-56%
增持
VTI
Vanguard Total Stock Mkt
-$2.2M
418,496
+1%
减持
BND
Vanguard Total Bond
-$1.9M
75,262
-23%
减持
BIV
Vanguard Interm Bond Index ETF
-$1.7M
251,447
-5%
增持
MUB
iShares National Muni Bond ETF
+$1.6M
39,353
+73%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$1.6M
119,760
+36%
减持
VGSH
Vanguard Short Term
-$1.3M
5,731
-80%
增持
DFLV
Dimensional US Large Cap Value ETF
+$1.3M
100,628
+118%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$1.3M
906,658
-1%
减持
ESGV
Vanguard ESG U.S. Stock ETF
-$1.2M
157,512
-6%
增持
DFAI
DFA Int'l Core Equity ETF
+$1.1M
352,269
+19%
减持
AAPL
Apple Computer Inc
-$973.2K
25,273
-8%
清仓
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
-$737.8K
0
-100%
增持
VCIT
Vanguard Intermediate
+$687.1K
17,934
+110%
增持
DFSV
Dimensional US Small Cap Value ETF
+$668.5K
128,267
+28%
减持
VCSH
Vanguard Short Term Corp Bond
-$635.3K
51,214
-14%
增持
SUB
iShares Short-Term National Muni Bond ETF
+$602.8K
50,915
+14%
增持
SPY
SPDR Trust (S&P 500)
-$549.4K
39,261
+0%
减持
IWV
Russell 3000
-$533.8K
54,616
-0%
减持
VNQ
Vanguard Reit
-$506.2K
40,254
-5%
减持
MSFT
Microsoft Corp
-$487.4K
4,744
-19%
增持
SCHV
Schwab US Large Cap
+$350.1K
42,514
+19%
增持
AVDE
Avantis International Equity ETF
+$343.1K
325,985
+5%
减持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
-$341.4K
2,607
-59%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
-$318.8K
309,015
-2%
清仓
NVDA
Nvidia Corp
-$308.0K
0
-100%
减持
VTV
Vanguard Value
-$298.2K
65,663
-0%
清仓
TIP
BGI i Shares/TIPS
-$292.9K
0
-100%
增持
VOO
Vanguard S&P 500 Etf
+$257.4K
2,181
+48%
清仓
COST
Costco Whsl Corp New
-$256.8K
0
-100%
减持
MDY
Mid Cap S P D R TRUST
-$254.6K
11,152
-0%
清仓
CCI
Crown Castle Intl Corp
-$250.7K
0
-100%
清仓
ZTS
Zoetis Inc
-$245.9K
0
-100%
减持
SCHF
Schw Intl Eq Etf
-$243.4K
17,798
-25%
清仓
VTIP
Vanguard Shrt Inf Prot
-$242.1K
0
-100%
增持
IWM
Russell 2000/Small Blend
-$231.4K
40,663
+3%
清仓
SCHP
Sch US Tips Etf
-$229.1K
0
-100%
建仓
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$222.3K
4,570
清仓
DTE
DTE Energy Company
-$221.1K
0
-100%
清仓
ENB
Enbridge Inc
-$219.9K
0
-100%
增持
VBR
Vanguard Small Cap Value
+$215.9K
21,451
+11%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$214.9K
13,655
+52%
减持
VUG
Vanguard Growth
-$206.7K
18,903
-0%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$204.3K
8,216
+93%
增持
DFAE
DFA Core Emerging Mkt ETF
-$203.6K
672,679
+3%
清仓
IAU
iShares Gold
-$203.2K
0
-100%
减持
TTD
The Trade Desk Inc
-$190.2K
2,862
-47%
减持
IVE
iShares S&P 500 Value ETF
-$165.8K
6,937
-9%
减持
IWD
Russell 1000/ Lrg. Value
-$164.9K
24,280
-0%
减持
—
Accenture Plc Cl A
-$155.5K
1,857
-21%
减持
SCHB
Schw US Brd Mkt Etf
-$154.5K
72,011
-1%
增持
VXUS
Vanguard Total Intl Etf
+$147.0K
14,340
+30%
增持
VSGX
Vanguard ESG Int'l ETF
-$143.7K
115,169
+3%
增持
IVV
iShares Core S&P 500 ETF
-$139.2K
32,864
+3%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
-$137.3K
7,332
-19%
减持
TMO
Thermo Electron Corp
-$130.2K
621
-27%
增持
ABBV
Abbvie Inc
+$127.0K
8,704
+0%
减持
DFNM
DFA National Muni
-$115.2K
7,342
-23%
减持
IWF
Russell 1000/ Lrg. Growth
-$110.6K
10,536
-0%
减持
IVW
iShares S&P 500 Growth ETF
-$107.1K
37,215
-1%
减持
V
Visa Inc Cl A
-$101.0K
2,686
-11%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$93.3K
7,063
-0%
减持
ICF
iShares C&S Real Estate
-$92.6K
6,217
-15%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$91.6K
22,428
-5%
减持
LLY
Lilly Eli & Company
+$87.8K
2,004
-5%
增持
—
Exxon Mobil Corporation
+$85.9K
8,007
+0%
增持
IJR
iShares Core S&P Small-Cap ETF
-$85.6K
18,460
+1%
减持
AMZN
Amazon Com Inc
-$85.2K
7,534
-6%
减持
EFA
iShares MSCI EAFE ETF
-$82.7K
15,487
-2%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$78.9K
7,957
+16%
减持
NKE
Nike Inc Class B
-$77.7K
3,521
-6%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$70.1K
23,644
+13%
增持
SHYG
Ishares High Yield
+$67.7K
11,500
+18%
减持
GOOGL
Google Inc. Class A
-$67.3K
3,879
-19%
减持
BNDX
Vanguard Total Internatl
-$64.7K
25,051
-3%
减持
DFAT
DFA U.S. Small Cap Value (TM)
-$59.2K
79,320
-0%
增持
BX
Blackstone Group Lp
+$56.9K
4,002
+0%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$52.8K
15,527
-3%
减持
QQQ
Invesco QQQ Trust
-$52.8K
3,576
-1%
减持
AVRE
Avantis Real Estate ETF
-$49.2K
6,190
-10%
增持
DFAU
DFA US Core Equity ETF
-$49.1K
192,554
+3%
增持
AVUV
Avantis US Small Cap Value ETF
+$48.8K
16,549
+3%
减持
VONV
Vanguard Russell 1000
-$47.5K
16,740
-0%
增持
MCD
Mc Donalds Corp
-$46.1K
3,028
+7%
减持
AVUS
Avantis U.S. Equity ETF
-$45.1K
6,226
-7%
增持
ABT
Abbott Laboratories
-$42.4K
3,595
+0%
减持
VO
Vanguard Mid Cap
-$41.5K
2,375
-2%
减持
JNJ
Johnson & Johnson
-$39.4K
2,953
-2%
增持
VIG
Vanguard Div Apprciation
+$37.2K
2,136
+18%
增持
VB
Vanguard Small Cap
+$33.2K
4,058
+10%
增持
PRF
Powershare Ftse Rafi US
-$28.5K
31,325
+400%
增持
NOC
Northrop Grumman Corp
-$27.5K
1,790
+0%
增持
VWO
Vanguard Emerging Market
-$27.3K
22,722
+1%
增持
VEA
Vanguard Msci Eafe Etf
+$25.2K
40,756
+7%
增持
BRK/B
Berkshire Hathaway B New
+$22.9K
1,364
+2%
减持
JPM
JPMorgan Chase & Co.
-$22.2K
3,698
-4%
增持
DE
Deere & Co
-$22.0K
820
+0%
减持
DFAS
DFA U.S. Small Cap (TM)
-$20.6K
6,324
-2%
增持
SPGI
S&Pglobal Inc Com
-$19.7K
567
+0%
增持
PFE
Pfizer Incorporated
-$18.5K
6,753
+2%
增持
AVLV
Avantis U.S. Large Cap Value ETF
+$15.5K
4,222
+9%
减持
HD
Home Depot Inc
-$10.4K
750
-2%
增持
SCHE
Schw Emg Mkt Eq Etf
+$9.9K
20,605
+5%
增持
EEM
iShares MSCI Emerging Markets ETF
-$7.2K
9,750
+2%
增持
MA
Mastercard Inc
+$5.4K
1,156
+1%
清仓
—
AquaBounty Technologies Inc
-$3.9K
0
-100%
