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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 123 项
建仓 8
增持 57
减持 54
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
JBND
JPMorgan Active Bond ETF
+$62.6M
1,274,873
+844%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$42.9M
396,893
-59%
增持
VCRB
Vanguard Core Bond ETF
+$26.0M
348,480
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。
+1546%
增持
DFSD
Dimensional Short-Duration Fixed Inc ETF
+$18.3M
421,197
+982%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$15.7M
1,152,993
+36%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$8.4M
702,030
-23%
减持
BIV
Vanguard Interm Bond Index ETF
-$7.4M
136,427
-44%
增持
AVDE
Avantis International Equity ETF
+$7.4M
579,028
+15%
增持
VTI
Vanguard Total Stock Mkt
+$7.0M
421,188
+0%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$5.8M
67,004
+1534%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$4.2M
84,546
+156%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$3.8M
316,120
+16%
增持
REET
iShares Global REIT ETF
+$3.5M
716,691
+7%
增持
DFLV
Dimensional US Large Cap Value ETF
+$3.4M
457,913
+23%
增持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
+$3.2M
35,195
+821%
增持
AAPL
Apple Computer Inc
+$2.6M
33,859
+36%
增持
JAAA
Janus Henderson AAA CLO ETF
+$2.4M
141,398
+50%
增持
FLOT
Ishares Floating Rate
+$1.8M
654,493
+6%
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$1.8M
66,206
+112%
增持
DFSV
Dimensional US Small Cap Value ETF
+$1.7M
354,031
+11%
增持
DFAE
DFA Core Emerging Mkt ETF
+$1.5M
681,396
+3%
清仓
NVO
Novo-Nordisk A-S
-$1.5M
0
-100%
增持
DFAI
DFA Int'l Core Equity ETF
+$1.3M
355,719
+6%
增持
SCHV
Schwab US Large Cap Value
+$1.3M
91,992
+12%
增持
SPY
SPDR Trust (S&P 500)
+$1.3M
39,483
+1%
增持
VTV
Vanguard Value
+$1.1M
67,696
+2%
增持
AVUV
Avantis US Small Cap Value ETF
+$1.0M
47,451
+21%
减持
IVV
iShares Core S&P 500 ETF
+$949.9K
38,057
-1%
减持
IWV
Russell 3000
+$949.6K
53,989
-0%
减持
VNQ
Vanguard Reit
+$936.6K
75,740
-2%
建仓
NULV
Nuveen ESG Large-Cap Value ETF
+$773.9K
18,550
减持
BNDX
Vanguard Total Internatl
-$752.3K
7,923
-66%
减持
VTHR
Vanguard Russell 3000 ETF
+$705.5K
52,187
-0%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$688.4K
304,492
-0%
减持
BND
Vanguard Total Bond
-$655.5K
46,243
-19%
增持
JMUB
JPMorgan Municipal ETF
+$608.9K
110,260
+10%
减持
BRK/A
1/100 Berkshire Htwy Cla
-$533.3K
100
-50%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$526.2K
27,949
+11%
增持
SCHF
Schw Intl Eq Etf
+$525.1K
29,508
+65%
减持
IWM
Russell 2000/Small Blend
+$523.4K
38,906
-2%
建仓
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
+$400.7K
7,780
减持
SUB
iShares Short-Term National Muni Bond ETF
-$365.2K
45,721
-8%
减持
MDY
Mid Cap S P D R TRUST
+$355.6K
10,871
-0%
减持
IWD
Russell 1000/ Lrg. Value
+$307.1K
23,700
-1%
减持
MUB
iShares National Muni Bond ETF
+$301.3K
153,258
-0%
减持
ESGV
Vanguard ESG U.S. Stock ETF
+$293.6K
142,260
-3%
增持
VBR
Vanguard Small Cap Value
+$276.4K
13,137
+2%
清仓
INTU
Intuit Inc
-$265.8K
0
-100%
增持
CVNA
Carvana Co
+$258.5K
3,832
+21%
建仓
DTE
DTE Energy Company
+$241.2K
1,878
减持
SCHB
Schw US Brd Mkt Etf
+$240.5K
71,370
-0%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$227.2K
26,433
+10%
建仓
TTD
The Trade Desk Inc
+$224.2K
2,045
建仓
XLF
Sector Spdr Fincl Select
+$215.3K
4,750
建仓
JBBB
JANUS HENDERSON B BBB CLO ETF
+$214.1K
4,373
增持
VEA
Vanguard Msci Eafe Etf
+$210.9K
46,030
+2%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$208.6K
74,345
-2%
清仓
—
Asml Hldgs Nv
-$204.5K
0
-100%
建仓
QUAL
Ishars Edg Msci Usa Qlty
+$204.0K
1,138
清仓
PFE
Pfizer Incorporated
-$203.7K
0
-100%
建仓
ZTS
Zoetis Inc
+$200.9K
1,028
减持
IJR
iShares Core S&P Small-Cap ETF
+$198.5K
20,266
-0%
减持
BRK/B
Berkshire Hathaway B New
-$185.3K
2,257
-25%
增持
ABBV
Abbvie Inc
+$146.5K
5,629
+0%
增持
AVRE
Avantis Real Estate ETF
+$143.0K
7,306
+50%
增持
VONV
Vanguard Russell 1000
+$133.8K
16,988
+1%
增持
VWO
Vanguard Emerging Market
+$133.2K
23,197
+4%
减持
DFAU
DFA US Core Equity ETF
-$130.8K
179,076
-7%
增持
VGT
Vanguard Info Technology
+$121.7K
1,162
+20%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$118.0K
37,190
+0%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$116.9K
6,643
+52%
增持
VB
Vanguard Small Cap
+$116.9K
4,355
+4%
减持
IVW
iShares S&P 500 Growth ETF
+$113.4K
35,890
-0%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$106.1K
13,470
+10%
增持
—
Accenture Plc Cl A
+$97.6K
1,852
+1%
增持
VXUS
Vanguard Total Intl Etf
+$95.1K
12,118
+6%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$93.3K
22,260
+0%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$92.7K
41,120
-9%
减持
BX
Blackstone Group Lp
+$87.5K
3,037
-0%
减持
MSFT
Microsoft Corp
-$87.0K
4,535
-1%
减持
DFNM
DFA National Muni
-$85.7K
5,693
-25%
减持
DFAR
Dimensional US Real Estate ETF
+$84.1K
26,364
-2%
增持
AMZN
Amazon Com Inc
-$77.3K
13,681
+1%
减持
IWF
Russell 1000/ Lrg. Growth
+$66.6K
10,082
-1%
增持
SCHE
Schw Emg Mkt Eq Etf
+$66.3K
16,316
+6%
增持
MA
Mastercard Inc
+$63.0K
1,155
+0%
减持
VCIT
Vanguard Intermediate
+$61.8K
22,564
-1%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
-$60.3K
6,066
-12%
增持
GOOGL
Google Inc. Class A
-$58.2K
3,886
+1%
减持
VOO
Vanguard S&P 500 Etf
+$55.8K
2,226
-0%
增持
EEM
iShares MSCI Emerging Markets ETF
+$50.4K
10,603
+4%
增持
ORCL
Oracle Corporation
+$48.4K
1,623
+0%
减持
IWR
iShares Russell Mid-Cap ETF
-$44.6K
4,020
-18%
减持
LLY
Lilly Eli & Company
-$43.5K
2,050
-0%
增持
IWO
Russell 2000/ Small Growth
+$43.4K
1,555
+3%
减持
—
Eaton Corporation
-$42.7K
627
-22%
减持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
-$41.1K
29,728
-3%
增持
TMO
Thermo Electron Corp
+$40.1K
603
+0%
减持
VOOG
Vanguard S&P 500 Growth ETF
-$37.3K
8,907
-5%
增持
ABT
Abbott Laboratories
+$36.9K
3,589
+0%
增持
V
Visa Inc Cl A
+$35.8K
2,510
+1%
减持
HD
Home Depot Inc
+$35.7K
823
-5%
增持
DFAS
DFA U.S. Small Cap (TM)
+$35.3K
6,382
+1%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$33.2K
14,837
-7%
增持
SPGI
S&Pglobal Inc Com
+$32.7K
451
+0%
增持
QQQ
Invesco QQQ Trust
+$32.4K
3,508
+0%
减持
JPM
JPMorgan Chase & Co.
+$31.1K
3,695
-0%
减持
EFA
iShares MSCI EAFE ETF
+$30.7K
14,523
-4%
减持
IWN
Russell 2000/ Small Value
+$29.9K
3,651
-4%
减持
MCD
Mc Donalds Corp
+$25.3K
3,009
-14%
减持
VO
Vanguard Mid Cap
+$22.9K
2,169
-4%
增持
USHY
iShares Broad USD High Yield Corp Bd ETF
+$22.8K
7,795
+4%
减持
DIA
SPDR Dow Jones Industrial Average ETF
-$22.6K
700
-14%
减持
NKE
Nike Inc Class B
+$21.2K
2,993
-7%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$20.1K
12,328
-7%
增持
GOOG
Google Inc. Class C
-$18.7K
1,336
+1%
减持
VCSH
Vanguard Short Term Corp Bond
-$15.6K
42,696
-3%
减持
—
Exxon Mobil Corporation
+$12.9K
6,373
-0%
减持
VIG
Vanguard Div Apprciation
-$11.2K
2,445
-10%
减持
AGG
iShares Aggregate Bond Fd
-$4.8K
8,423
-5%
减持
GS
Goldman Sachs Group Inc
+$4.1K
561
-7%
减持
SCHX
Schwab US Large Cap Etf
-$321
3,107
-5%
减持
IWB
iShares Russell 1000 ETF
+$103
3,538
-5%
