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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 108 项
建仓 7
增持 57
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTI
Vanguard Total Stock Mkt
+$10.1M
419,680
+1%
增持
FLOT
Ishares Floating Rate
+$9.6M
385,168
+93%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$5.7M
847,972
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。
+19%
增持
AVDE
Avantis International Equity ETF
+$4.8M
445,350
+14%
增持
BSV
Vanguard Short-Term Bond Index Fund
+$4.5M
1,000,202
+7%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$3.4M
223,604
+31%
增持
DFLV
Dimensional US Large Cap Value ETF
+$3.2M
218,551
+79%
增持
IVV
iShares Core S&P 500 ETF
+$2.6M
38,651
+4%
增持
JAAA
Janus Henderson AAA CLO ETF
+$2.1M
55,722
+276%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$2.1M
874,901
+4%
增持
SPY
SPDR Trust (S&P 500)
+$2.0M
39,081
+0%
增持
JMUB
JPMorgan Municipal ETF
+$1.9M
131,143
+41%
增持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
+$1.7M
37,495
+84%
减持
IWV
Russell 3000
+$1.4M
54,534
-0%
增持
SCHV
Schwab US Large Cap
+$1.3M
80,092
+18%
增持
DFSV
Dimensional US Small Cap Value ETF
+$1.2M
246,054
+16%
增持
VCIT
Vanguard Intermediate
+$1.1M
26,447
+109%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$1.0M
305,829
-1%
增持
AVUV
Avantis US Small Cap Value ETF
+$990.1K
34,935
+37%
增持
VTV
Vanguard Value
+$977.5K
67,150
+1%
减持
ESGV
Vanguard ESG U.S. Stock ETF
+$805.4K
152,126
-3%
增持
DFAI
DFA Int'l Core Equity ETF
+$772.6K
331,891
+3%
增持
VUG
Vanguard Growth
+$663.0K
18,649
+1%
建仓
VPLS
Vanguard Core-Plus Bond ETF
+$628.8K
8,196
减持
AAPL
Apple Computer Inc
-$587.9K
25,489
-1%
增持
REET
iShares Global REIT ETF
+$578.6K
652,063
+6%
减持
MDY
Mid Cap S P D R TRUST
+$509.2K
10,988
-1%
清仓
JPST
JPMorgan Ultra-Short Income ETF
-$487.1K
0
-100%
减持
DFAU
DFA US Core Equity ETF
+$476.4K
184,148
-2%
增持
DFAE
DFA Core Emerging Mkt ETF
+$473.5K
669,782
+0%
建仓
SCHO
Schwab Short-Term U.S. Treasury ETF
+$461.8K
9,578
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$458.6K
105,959
+9%
减持
BND
Vanguard Total Bond
-$443.4K
67,535
-7%
增持
DFCF
Dimensional Core Fixed Income ETF
+$389.4K
15,398
+155%
减持
SCHB
Schw US Brd Mkt Etf
+$379.1K
71,188
-0%
增持
BIV
Vanguard Interm Bond Index ETF
+$358.4K
257,233
+3%
增持
VSGX
Vanguard ESG Int'l ETF
+$354.9K
136,270
+1%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$347.0K
24,234
+4%
减持
IWM
Russell 2000/Small Blend
+$345.5K
40,160
-0%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$338.6K
45,450
+420%
减持
IWD
Russell 1000/ Lrg. Value
+$316.3K
23,642
-0%
清仓
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
-$315.7K
0
-100%
减持
IVW
iShares S&P 500 Growth ETF
+$312.8K
36,085
-1%
建仓
CVNA
Carvana Co
+$307.1K
3,493
减持
VONG
Vanguard Russell 1000 Growth ETF
+$292.9K
37,006
-1%
减持
IWF
Russell 1000/ Lrg. Growth
+$268.8K
10,253
-2%
清仓
VGSH
Vanguard Short Term
-$264.3K
0
-100%
建仓
—
Eaton Corporation
+$250.5K
801
清仓
SPGI
S&Pglobal Inc Com
-$249.3K
0
-100%
增持
AMZN
Amazon Com Inc
+$245.8K
8,030
+1%
增持
VYM
Vanguard High Dividend ETF
+$218.3K
21,596
+1%
建仓
GPN
Global Payments Inc
+$209.3K
1,566
增持
JEPI
JPMorgan Equity Premium Income ETF
+$205.1K
11,670
+36%
建仓
ORCL
Oracle Corporation
+$203.0K
1,616
清仓
ZTS
Zoetis Inc
-$202.9K
0
-100%
建仓
XLF
Sector Spdr Fincl Select
+$200.1K
4,750
减持
ABBV
Abbvie Inc
+$169.0K
8,321
-4%
减持
MSFT
Microsoft Corp
+$167.0K
4,571
-2%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$163.6K
12,850
-20%
减持
VNQ
Vanguard Reit
-$162.9K
68,382
-1%
减持
AGG
iShares Aggregate Bond Fd
-$148.7K
9,305
-13%
增持
VEA
Vanguard Msci Eafe Etf
+$145.8K
44,920
+2%
增持
VCSH
Vanguard Short Term Corp Bond
+$144.5K
44,661
+4%
增持
SHYG
Ishares High Yield
+$138.6K
17,070
+23%
减持
VBR
Vanguard Small Cap Value
+$135.6K
12,759
-1%
增持
IJR
iShares Core S&P Small-Cap ETF
+$124.0K
21,011
+3%
增持
JPM
JPMorgan Chase & Co.
+$115.1K
3,699
+1%
减持
QQQ
Invesco QQQ Trust
+$113.9K
3,528
-1%
增持
MUB
iShares National Muni Bond ETF
-$110.9K
142,972
+0%
减持
DFIV
DFA Tax Managed Intl
+$109.3K
55,120
-1%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$102.8K
23,205
+10%
减持
VOO
Vanguard S&P 500 Etf
+$76.6K
2,142
-2%
增持
MA
Mastercard Inc
+$75.4K
1,175
+2%
增持
GOOGL
Google Inc. Class A
+$73.7K
4,059
+5%
减持
—
Exxon Mobil Corporation
+$69.9K
7,912
-7%
减持
IVE
iShares S&P 500 Value ETF
+$67.7K
7,067
-2%
增持
INTU
Intuit Inc
+$64.1K
414
+26%
增持
EEM
iShares MSCI Emerging Markets ETF
+$63.9K
11,100
+14%
增持
SCHF
Schw Intl Eq Etf
+$63.4K
16,724
+5%
减持
EFA
iShares MSCI EAFE ETF
+$62.1K
15,113
-1%
减持
NKE
Nike Inc Class B
-$61.0K
3,392
-3%
减持
VB
Vanguard Small Cap
+$54.8K
4,202
-1%
减持
BNDX
Vanguard Total Internatl
-$53.5K
23,643
-4%
减持
V
Visa Inc Cl A
+$49.0K
2,673
-0%
增持
MCD
Mc Donalds Corp
-$42.7K
3,017
+0%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$40.2K
23,774
+1%
增持
HD
Home Depot Inc
+$38.4K
822
+3%
增持
DTE
DTE Energy Company
+$32.2K
2,283
+12%
增持
VIG
Vanguard Div Apprciation
+$31.7K
2,264
+1%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$31.3K
76,182
-3%
增持
IWO
Russell 2000/ Small Growth
+$28.8K
1,497
+0%
增持
VWO
Vanguard Emerging Market
+$25.0K
22,806
+1%
增持
DFAS
DFA U.S. Small Cap (TM)
+$24.5K
6,652
+2%
减持
VO
Vanguard Mid Cap
+$23.8K
2,269
-3%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$18.6K
15,934
+3%
增持
SCHE
Schw Emg Mkt Eq Etf
+$16.7K
14,118
+3%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$16.5K
4,053
+4%
减持
VXUS
Vanguard Total Intl Etf
-$15.4K
11,433
-6%
减持
AVRE
Avantis Real Estate ETF
-$9.9K
5,427
-2%
减持
USHY
iShares Broad USD High Yield Corp Bd ETF
-$9.2K
8,911
-3%
增持
SUB
iShares Short-Term National Muni Bond ETF
-$7.1K
51,275
+1%
减持
IWB
iShares Russell 1000 ETF
+$6.6K
3,788
-8%
增持
—
Accenture Plc Cl A
-$6.2K
1,841
+0%
减持
PEP
Pepsico Incorporated
+$5.6K
1,245
-0%
减持
IWR
iShares Russell Mid-Cap ETF
-$3.1K
5,020
-8%
减持
JNJ
Johnson & Johnson
-$2.0K
2,913
-1%
减持
ENB
Enbridge Inc
-$1.1K
5,919
-1%
增持
DFAR
Dimensional US Real Estate ETF
+$858
26,875
+2%
