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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 111 项
建仓 12
增持 43
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MUB
iShares National Muni Bond ETF
+$11.5M
142,927
+263%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$10.2M
837,621
+32%
减持
VTI
Vanguard Total Stock Mkt
+$10.1M
417,129
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。
-0%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$8.6M
714,415
+29%
增持
AVDE
Avantis International Equity ETF
+$5.4M
389,574
+20%
建仓
JMUB
JPMorgan Municipal ETF
+$4.7M
93,034
增持
FLOT
Ishares Floating Rate
+$4.5M
199,551
+82%
增持
BSV
Vanguard Short-Term Bond Index Fund
+$4.0M
936,862
+3%
增持
IVV
iShares Core S&P 500 ETF
+$3.6M
37,069
+13%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$3.3M
170,267
+42%
增持
VNQ
Vanguard Reit
+$3.0M
68,771
+71%
增持
DFSV
Dimensional US Small Cap Value ETF
+$2.9M
212,312
+66%
增持
REET
iShares Global REIT ETF
+$2.2M
614,650
+3%
建仓
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
+$2.1M
20,399
增持
SCHV
Schwab US Large Cap
+$2.0M
67,620
+59%
减持
SPY
SPDR Trust (S&P 500)
+$1.7M
38,892
-1%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$1.7M
23,256
+192%
增持
VSGX
Vanguard ESG Int'l ETF
+$1.7M
135,248
+17%
减持
IWV
Russell 3000
+$1.6M
54,603
-0%
减持
ESGV
Vanguard ESG U.S. Stock ETF
+$1.5M
157,198
-0%
减持
VTHR
Vanguard Russell 3000 ETF
+$1.1M
52,307
-0%
减持
VBR
Vanguard Small Cap Value
-$1.1M
12,850
-40%
增持
AVUV
Avantis US Small Cap Value ETF
+$993.7K
25,431
+54%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$967.6K
308,443
-0%
减持
IWM
Russell 2000/Small Blend
+$913.4K
40,358
-1%
增持
VTV
Vanguard Value
+$901.6K
66,612
+1%
减持
DFAE
DFA Core Emerging Mkt ETF
+$901.1K
667,088
-1%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$872.3K
21,050
+361%
减持
BIV
Vanguard Interm Bond Index ETF
+$854.8K
249,240
-1%
增持
DFLV
Dimensional US Large Cap Value ETF
+$808.4K
122,179
+21%
建仓
JAAA
Janus Henderson AAA CLO ETF
+$745.4K
14,819
增持
IJH
iShares Core S&P Mid-Cap ETF
+$660.9K
8,739
+24%
增持
AAPL
Apple Computer Inc
+$631.8K
25,756
+2%
减持
VUG
Vanguard Growth
+$608.5K
18,515
-2%
建仓
DFAR
Dimensional US Real Estate ETF
+$600.3K
26,400
减持
VCSH
Vanguard Short Term Corp Bond
-$540.5K
42,759
-17%
减持
AGG
iShares Aggregate Bond Fd
-$529.9K
10,680
-37%
减持
MDY
Mid Cap S P D R TRUST
+$512.1K
11,046
-1%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$491.2K
78,641
-1%
建仓
JPST
JPMorgan Ultra-Short Income ETF
+$487.1K
9,697
减持
DFAU
DFA US Core Equity ETF
+$485.3K
188,040
-2%
增持
IJR
iShares Core S&P Small-Cap ETF
+$456.8K
20,306
+10%
减持
IWF
Russell 1000/ Lrg. Growth
+$384.4K
10,512
-0%
减持
SCHB
Schw US Brd Mkt Etf
+$377.1K
71,257
-1%
减持
VCIT
Vanguard Intermediate
-$335.9K
12,632
-30%
建仓
USHY
iShares Broad USD High Yield Corp Bd ETF
+$335.2K
9,223
增持
VEA
Vanguard Msci Eafe Etf
+$326.0K
44,005
+8%
减持
MSFT
Microsoft Corp
+$258.2K
4,670
-2%
建仓
DFCF
Dimensional Core Fixed Income ETF
+$256.5K
6,050
增持
AMZN
Amazon Com Inc
+$244.9K
7,915
+5%
增持
IWB
iShares Russell 1000 ETF
+$241.6K
4,135
+15%
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$232.1K
97,026
+2%
减持
IWD
Russell 1000/ Lrg. Value
+$232.0K
23,711
-2%
清仓
PFE
Pfizer Incorporated
-$224.0K
0
-100%
建仓
DTE
DTE Energy Company
+$223.8K
2,030
清仓
TTD
The Trade Desk Inc
-$223.7K
0
-100%
清仓
AVLV
Avantis U.S. Large Cap Value ETF
-$222.4K
0
-100%
建仓
GS
Goldman Sachs Group Inc
+$215.3K
558
建仓
ENB
Enbridge Inc
+$215.2K
5,975
建仓
INTU
Intuit Inc
+$205.0K
328
建仓
ZTS
Zoetis Inc
+$202.9K
1,028
减持
IVW
iShares S&P 500 Growth ETF
+$188.0K
36,408
-2%
增持
VYM
Vanguard High Dividend ETF
+$186.5K
21,451
+0%
增持
IVE
iShares S&P 500 Value ETF
+$185.3K
7,203
+4%
减持
QQQ
Invesco QQQ Trust
+$171.8K
3,548
-1%
减持
SCHE
Schw Emg Mkt Eq Etf
-$153.5K
13,706
-33%
增持
SUB
iShares Short-Term National Muni Bond ETF
+$140.0K
51,002
+0%
增持
VB
Vanguard Small Cap
+$138.6K
4,246
+5%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$119.2K
23,458
+5%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$116.2K
3,891
+49%
增持
SHYG
Ishares High Yield
+$115.9K
13,920
+21%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$104.0K
15,502
+14%
减持
BND
Vanguard Total Bond
+$96.7K
72,719
-3%
增持
VOO
Vanguard S&P 500 Etf
+$96.3K
2,182
+0%
减持
MCD
Mc Donalds Corp
+$95.7K
3,013
-0%
减持
BX
Blackstone Group Lp
+$94.9K
4,000
-0%
增持
—
Exxon Mobil Corporation
-$91.6K
8,500
+6%
减持
JPM
JPMorgan Chase & Co.
+$89.5K
3,679
-1%
减持
V
Visa Inc Cl A
+$79.2K
2,677
-0%
减持
EFA
iShares MSCI EAFE ETF
+$77.5K
15,194
-2%
减持
—
Accenture Plc Cl A
+$74.0K
1,836
-1%
减持
VGSH
Vanguard Short Term
-$65.8K
4,531
-21%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$64.9K
16,093
+4%
减持
VXUS
Vanguard Total Intl Etf
-$62.6K
12,161
-15%
减持
DFAI
DFA Int'l Core Equity ETF
+$59.4K
323,223
-8%
减持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$58.6K
22,177
-6%
增持
DFAS
DFA U.S. Small Cap (TM)
+$58.3K
6,545
+3%
增持
HD
Home Depot Inc
+$50.3K
799
+7%
增持
VIG
Vanguard Div Apprciation
+$49.8K
2,240
+5%
减持
NOC
Northrop Grumman Corp
+$49.6K
1,789
-0%
减持
ABBV
Abbvie Inc
+$48.8K
8,687
-0%
减持
VO
Vanguard Mid Cap
+$48.6K
2,335
-2%
增持
BRK/B
Berkshire Hathaway B New
+$47.9K
1,474
+8%
增持
IWO
Russell 2000/ Small Growth
+$47.1K
1,493
+2%
减持
ABT
Abbott Laboratories
+$46.2K
3,583
-0%
增持
DFNM
DFA National Muni
+$45.1K
7,962
+8%
减持
NKE
Nike Inc Class B
+$43.1K
3,498
-1%
减持
SPGI
S&Pglobal Inc Com
+$42.1K
566
-0%
减持
ICF
iShares C&S Real Estate
+$38.3K
5,962
-4%
减持
VWO
Vanguard Emerging Market
+$36.7K
22,569
-1%
减持
MA
Mastercard Inc
+$32.8K
1,150
-1%
减持
GOOGL
Google Inc. Class A
+$31.3K
3,858
-1%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$30.1K
8,551
+4%
减持
BNDX
Vanguard Total Internatl
+$18.3K
24,643
-2%
减持
DE
Deere & Co
+$17.6K
818
-0%
减持
AVUS
Avantis U.S. Equity ETF
+$17.3K
5,805
-7%
减持
SCHF
Schw Intl Eq Etf
-$15.3K
15,940
-10%
减持
AVRE
Avantis Real Estate ETF
+$6.8K
5,527
-11%
减持
TMO
Thermo Electron Corp
+$5.2K
602
-3%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
+$2.8K
7,270
-1%
减持
PEP
Pepsico Incorporated
-$8
1,250
-0%
