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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 113 项
建仓 15
增持 40
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FLOT
Ishares Floating Rate
+$11.9M
617,966
+60%
建仓
JBND
JPMorgan Active Bond ETF
+$7.1M
135,004
增持
DFLV
Dimensional US Large Cap Value ETF
+$4.2M
370,885
+70%
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。
增持
AVEM
Avantis Emerging Markets EQ ETF
+$3.6M
271,372
+21%
增持
VTI
Vanguard Total Stock Mkt
+$3.2M
419,761
+0%
增持
AVDE
Avantis International Equity ETF
+$3.0M
504,476
+13%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$2.8M
916,226
+8%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$2.5M
966,742
-3%
增持
JAAA
Janus Henderson AAA CLO ETF
+$2.0M
94,512
+70%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$1.9M
33,045
+303%
建仓
DFSD
Dimensional Short-Duration Fixed Inc ETF
+$1.8M
38,932
增持
DFSV
Dimensional US Small Cap Value ETF
+$1.8M
318,545
+29%
减持
JMUB
JPMorgan Municipal ETF
-$1.6M
100,132
-24%
建仓
VCRB
Vanguard Core Bond ETF
+$1.6M
21,173
建仓
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$1.6M
31,187
建仓
SMB
VanEck Short Muni ETF
+$1.6M
93,033
建仓
NVO
Novo-Nordisk A-S
+$1.5M
10,236
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$1.4M
847,359
-3%
减持
BIV
Vanguard Interm Bond Index ETF
-$1.3M
242,110
-6%
建仓
BRK/A
1/100 Berkshire Htwy Cla
+$1.2M
200
增持
AMZN
Amazon Com Inc
+$1.2M
13,591
+69%
增持
MUB
iShares National Muni Bond ETF
+$963.3K
153,422
+7%
增持
SPY
SPDR Trust (S&P 500)
+$931.2K
39,273
+0%
减持
AAPL
Apple Computer Inc
+$887.3K
24,966
-2%
减持
BND
Vanguard Total Bond
-$776.2K
57,305
-15%
减持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
-$719.6K
30,540
-19%
减持
IVV
iShares Core S&P 500 ETF
+$682.2K
38,379
-1%
清仓
DFCF
Dimensional Core Fixed Income ETF
-$645.9K
0
-100%
减持
DFAE
DFA Core Emerging Mkt ETF
+$611.5K
663,647
-1%
增持
BRK/B
Berkshire Hathaway B New
+$604.2K
3,009
+104%
减持
ABBV
Abbvie Inc
-$550.1K
5,627
-32%
增持
VNQ
Vanguard Reit
+$528.3K
76,910
+12%
减持
VUG
Vanguard Growth
+$517.0K
18,545
-1%
增持
DFAU
DFA US Core Equity ETF
+$509.5K
193,073
+5%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
-$502.5K
305,727
-0%
清仓
JNJ
Johnson & Johnson
-$460.8K
0
-100%
建仓
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
+$384.9K
3,822
减持
IWM
Russell 2000/Small Blend
-$375.1K
39,778
-1%
减持
IWV
Russell 3000
+$325.8K
54,072
-1%
减持
VCIT
Vanguard Intermediate
-$301.3K
22,869
-14%
增持
LLY
Lilly Eli & Company
+$300.6K
2,054
+2%
减持
MDY
Mid Cap S P D R TRUST
-$276.5K
10,909
-1%
减持
IVW
iShares S&P 500 Growth ETF
+$276.1K
35,910
-0%
减持
IWF
Russell 1000/ Lrg. Growth
+$262.5K
10,200
-1%
清仓
DTE
DTE Energy Company
-$256.0K
0
-100%
增持
AVUV
Avantis US Small Cap Value ETF
+$249.6K
39,271
+12%
减持
VTV
Vanguard Value
-$249.4K
66,621
-1%
建仓
GOOG
Google Inc. Class C
+$242.1K
1,320
建仓
JPST
JPMorgan Ultra-Short Income ETF
+$220.1K
4,362
减持
DFAT
DFA U.S. Small Cap Value (TM)
-$219.4K
75,712
-1%
清仓
PEP
Pepsico Incorporated
-$217.9K
0
-100%
建仓
SCHX
Schwab US Large Cap Etf
+$211.1K
3,286
清仓
GPN
Global Payments Inc
-$209.3K
0
-100%
建仓
—
Asml Hldgs Nv
+$204.5K
200
建仓
PFE
Pfizer Incorporated
+$203.7K
7,279
建仓
SPGI
S&Pglobal Inc Com
+$200.3K
449
清仓
XLF
Sector Spdr Fincl Select
-$200.1K
0
-100%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$190.6K
25,129
+4%
减持
—
Exxon Mobil Corporation
-$185.5K
6,377
-19%
增持
REET
iShares Global REIT ETF
+$172.8K
671,557
+3%
增持
SCHB
Schw US Brd Mkt Etf
+$161.0K
71,688
+1%
减持
VOOG
Vanguard S&P 500 Growth ETF
+$157.7K
9,335
-4%
减持
IJR
iShares Core S&P Small-Cap ETF
-$150.3K
20,362
-3%
减持
SUB
iShares Short-Term National Muni Bond ETF
-$149.7K
49,931
-3%
减持
BX
Blackstone Group Lp
-$147.9K
3,050
-24%
增持
VGT
Vanguard Info Technology
+$129.9K
971
+18%
减持
MSFT
Microsoft Corp
+$115.0K
4,560
-0%
减持
QQQ
Invesco QQQ Trust
+$113.3K
3,506
-1%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$105.3K
45,375
-0%
减持
CVNA
Carvana Co
+$101.6K
3,175
-9%
减持
V
Visa Inc Cl A
-$91.6K
2,493
-7%
减持
GOOGL
Google Inc. Class A
+$90.1K
3,858
-5%
增持
VOO
Vanguard S&P 500 Etf
+$89.1K
2,237
+4%
增持
VBR
Vanguard Small Cap Value
-$86.9K
12,937
+1%
增持
VIG
Vanguard Div Apprciation
+$82.0K
2,714
+20%
减持
—
Accenture Plc Cl A
-$81.0K
1,836
-0%
减持
DFIV
DFA Tax Managed Intl
-$80.6K
54,120
-2%
减持
NKE
Nike Inc Class B
-$75.4K
3,229
-5%
增持
DFAI
DFA Int'l Core Equity ETF
-$71.7K
335,627
+1%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$63.5K
24,104
+1%
减持
MA
Mastercard Inc
-$58.5K
1,150
-2%
减持
USHY
iShares Broad USD High Yield Corp Bd ETF
-$55.4K
7,461
-16%
建仓
AUR
AURORA INNOVATION CL A ORD
+$54.4K
19,653
减持
AGG
iShares Aggregate Bond Fd
-$53.5K
8,837
-5%
增持
SCHE
Schw Emg Mkt Eq Etf
+$53.3K
15,430
+9%
减持
SCHO
Schwab Short-Term U.S. Treasury ETF
-$47.5K
8,608
-10%
减持
VCSH
Vanguard Short Term Corp Bond
-$46.2K
44,083
-1%
增持
IWD
Russell 1000/ Lrg. Value
-$43.4K
24,022
+2%
增持
GS
Goldman Sachs Group Inc
+$40.6K
605
+8%
增持
MCD
Mc Donalds Corp
+$40.2K
3,496
+16%
减持
DFAS
DFA U.S. Small Cap (TM)
-$36.1K
6,302
-5%
增持
SCHF
Schw Intl Eq Etf
+$35.7K
17,914
+7%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
-$29.8K
6,917
-5%
减持
AVRE
Avantis Real Estate ETF
-$28.1K
4,886
-10%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
-$27.7K
22,227
+0%
减持
VWO
Vanguard Emerging Market
+$24.2K
22,322
-2%
减持
IWR
iShares Russell Mid-Cap ETF
-$23.2K
4,920
-2%
减持
IWB
iShares Russell 1000 ETF
+$21.2K
3,738
-1%
减持
DFNM
DFA National Muni
-$20.9K
7,578
-5%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$20.3K
12,270
+5%
减持
EEM
iShares MSCI Emerging Markets ETF
-$20.1K
10,234
-8%
增持
HD
Home Depot Inc
-$17.6K
865
+5%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$14.4K
13,284
+3%
增持
SCHV
Schwab US Large Cap
+$12.4K
82,314
+3%
减持
ESGV
Vanguard ESG U.S. Stock ETF
-$9.5K
146,627
-4%
减持
DFAR
Dimensional US Real Estate ETF
-$9.3K
26,781
-0%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$8.2K
23,199
-0%
增持
IWO
Russell 2000/ Small Growth
-$7.1K
1,517
+1%
增持
SHYG
Ishares High Yield
+$6.7K
17,370
+2%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$4.2K
4,100
+1%
减持
INTU
Intuit Inc
-$3.3K
404
-2%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$452
15,948
+0%
减持
—
Eaton Corporation
+$69
799
-0%
