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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 125 项
建仓 11
增持 65
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VCRB
Vanguard Core Bond ETF
+$14.9M
560,086
+61%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$7.8M
559,800
-20%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$6.6M
318,667
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。
-20%
增持
DFSD
Dimensional Short-Duration Fixed Inc ETF
+$6.3M
563,958
+34%
建仓
VMBS
Vanguard Mortgage Backed
+$6.0M
133,009
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$3.5M
136,348
+106%
增持
JAAA
Janus Henderson AAA CLO ETF
+$3.5M
211,457
+50%
减持
BIV
Vanguard Interm Bond Index ETF
-$3.4M
97,098
-29%
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$3.4M
1,092,489
-5%
增持
AVDE
Avantis International Equity ETF
+$2.5M
673,880
+16%
增持
DFLV
Dimensional US Large Cap Value ETF
+$2.2M
541,616
+18%
增持
SCHF
Schw Intl Eq Etf
+$1.3M
135,295
+359%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$1.3M
105,106
+24%
减持
VTI
Vanguard Total Stock Mkt
+$1.2M
415,829
-1%
增持
JBND
JPMorgan Active Bond ETF
+$950.8K
1,351,629
+6%
建仓
TOTL
SPDR DoubleLine Total Return Tact ETF
+$929.7K
23,603
建仓
MBB
iShares MBS Bond Fd
+$917.9K
10,012
增持
AVEM
Avantis Emerging Markets EQ ETF
+$915.4K
362,931
+15%
减持
ESGV
Vanguard ESG U.S. Stock ETF
-$851.1K
129,751
-9%
增持
DFAI
DFA Int'l Core Equity ETF
-$830.8K
358,696
+1%
减持
FLOT
Ishares Floating Rate
-$789.2K
641,040
-2%
增持
DFSV
Dimensional US Small Cap Value ETF
+$758.3K
378,898
+7%
增持
DFAE
DFA Core Emerging Mkt ETF
-$745.6K
706,798
+4%
减持
BND
Vanguard Total Bond
-$725.1K
38,218
-17%
建仓
SCHG
Schwab US Large Cap
+$664.2K
23,832
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$652.8K
32,373
+16%
增持
VSGX
Vanguard ESG Int'l ETF
-$645.8K
136,441
+0%
增持
REET
iShares Global REIT ETF
-$619.5K
772,173
+8%
增持
SPY
SPDR Trust (S&P 500)
+$552.0K
39,595
+0%
增持
JMUB
JPMorgan Municipal ETF
+$550.0K
123,690
+12%
增持
AMZN
Amazon Com Inc
+$504.9K
13,921
+2%
建仓
FSMD
Fidelity Small-Mid Multifactor ETF
+$466.9K
11,340
减持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
-$465.1K
25,436
-14%
增持
VOO
Vanguard S&P 500 Etf
+$454.4K
3,023
+36%
增持
SCHV
Schwab US Large Cap Value
+$443.8K
300,621
+227%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$408.6K
8,150
清仓
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
-$400.7K
0
-100%
减持
IVV
iShares Core S&P 500 ETF
+$381.3K
37,938
-0%
增持
VNQ
Vanguard Reit
-$365.1K
78,733
+4%
减持
IWV
Russell 3000
+$362.5K
53,859
-0%
减持
AAPL
Apple Computer Inc
+$356.6K
32,928
-3%
建仓
COST
Costco Whsl Corp New
+$343.6K
375
增持
IWF
Russell 1000/ Lrg. Growth
+$330.8K
10,248
+2%
减持
VTHR
Vanguard Russell 3000 ETF
+$283.3K
52,058
-0%
建仓
IWP
iShares Russell Mid-Cap Growth ETF
+$279.7K
2,207
减持
QQQ
Invesco QQQ Trust
-$279.7K
2,803
-20%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$268.8K
70,221
+5%
增持
SUB
iShares Short-Term National Muni Bond ETF
+$248.7K
48,387
+6%
建仓
XMMO
Invesco S&P MidCap Momentum ETF
+$244.3K
1,978
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$242.1K
28,895
+25%
增持
LLY
Lilly Eli & Company
-$217.4K
2,071
+1%
增持
VBR
Vanguard Small Cap Value
+$215.2K
14,395
+10%
建仓
WMT
Wal-Mart Stores Inc
+$214.4K
2,373
清仓
JBBB
JANUS HENDERSON B BBB CLO ETF
-$214.1K
0
-100%
建仓
EMR
Emerson Elec Co
+$206.8K
1,669
清仓
QUAL
Ishars Edg Msci Usa Qlty
-$204.0K
0
-100%
清仓
ZTS
Zoetis Inc
-$200.9K
0
-100%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$185.6K
8,903
-28%
减持
VOOG
Vanguard S&P 500 Growth ETF
+$175.5K
8,881
-0%
减持
ABBV
Abbvie Inc
-$155.1K
5,383
-4%
增持
VTV
Vanguard Value
-$152.9K
68,900
+2%
增持
MUB
iShares National Muni Bond ETF
+$146.7K
157,627
+3%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$145.9K
25,862
+16%
减持
MCD
Mc Donalds Corp
-$136.1K
2,691
-11%
增持
V
Visa Inc Cl A
+$126.2K
2,583
+3%
减持
ICF
iShares C&S Real Estate
-$120.5K
4,522
-24%
减持
EFA
iShares MSCI EAFE ETF
-$117.8K
14,505
-0%
减持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
-$115.2K
105,698
-0%
增持
SCHB
Schw US Brd Mkt Etf
+$112.8K
214,110
+200%
减持
JPM
JPMorgan Chase & Co.
+$104.7K
3,688
-0%
增持
DFIV
DFA Tax Managed Intl
-$91.0K
55,520
+3%
减持
AGG
iShares Aggregate Bond Fd
-$90.4K
7,870
-7%
减持
IVW
iShares S&P 500 Growth ETF
+$87.8K
34,712
-3%
增持
IWB
iShares Russell 1000 ETF
+$86.1K
3,720
+5%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$74.2K
27,640
+5%
增持
AVUV
Avantis US Small Cap Value ETF
+$70.2K
47,893
+1%
增持
GOOG
Google Inc. Class C
+$64.4K
1,511
+13%
增持
MA
Mastercard Inc
+$64.2K
1,205
+4%
减持
—
Exxon Mobil Corporation
-$64.1K
6,349
-0%
增持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
+$63.3K
35,967
+2%
增持
VWO
Vanguard Emerging Market
-$62.3K
23,789
+3%
减持
USHY
iShares Broad USD High Yield Corp Bd ETF
-$60.9K
6,321
-19%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$59.5K
7,873
+19%
减持
DFAT
DFA U.S. Small Cap Value (TM)
-$59.3K
73,240
-1%
增持
BX
Blackstone Group Lp
+$58.6K
3,038
+0%
减持
NKE
Nike Inc Class B
-$48.5K
2,856
-5%
增持
IWD
Russell 1000/ Lrg. Value
-$48.2K
24,037
+1%
增持
EEM
iShares MSCI Emerging Markets ETF
-$42.0K
10,623
+0%
减持
AVRE
Avantis Real Estate ETF
-$41.8K
7,218
-1%
减持
CVNA
Carvana Co
+$41.3K
3,484
-9%
增持
TMO
Thermo Electron Corp
-$39.5K
641
+6%
增持
VCIT
Vanguard Intermediate
-$36.3K
23,090
+2%
增持
IVE
iShares S&P 500 Value ETF
-$35.9K
7,112
+1%
减持
DFNM
DFA National Muni
-$34.0K
5,073
-11%
增持
MSFT
Microsoft Corp
-$31.5K
4,555
+0%
增持
IJR
iShares Core S&P Small-Cap ETF
-$31.5K
20,299
+0%
增持
NULV
Nuveen ESG Large-Cap Value ETF
-$31.0K
18,870
+2%
增持
SCHE
Schw Emg Mkt Eq Etf
+$30.4K
19,018
+17%
增持
VONV
Vanguard Russell 1000
-$28.1K
17,077
+1%
减持
DFAU
DFA US Core Equity ETF
-$27.0K
174,870
-2%
减持
MDY
Mid Cap S P D R TRUST
-$26.9K
10,826
-0%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$23.5K
14,627
-1%
增持
VCSH
Vanguard Short Term Corp Bond
-$22.4K
43,180
+1%
增持
ORCL
Oracle Corporation
+$20.7K
1,784
+10%
增持
SCHO
Schwab Short-Term U.S. Treasury ETF
-$20.3K
16,678
+94%
减持
DFUS
DFA U.S. Equity ETF
+$18.1K
12,337
-0%
增持
ABT
Abbott Laboratories
+$16.8K
3,766
+5%
增持
VB
Vanguard Small Cap
+$15.8K
4,366
+0%
减持
IWN
Russell 2000/ Small Value
-$15.4K
3,616
-1%
减持
HD
Home Depot Inc
-$15.3K
818
-1%
增持
DTE
DTE Energy Company
-$13.6K
1,885
+0%
减持
BNDX
Vanguard Total Internatl
-$12.9K
7,859
-1%
减持
VIG
Vanguard Div Apprciation
-$11.1K
2,416
-1%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$11.0K
40,950
-0%
增持
DFAR
Dimensional US Real Estate ETF
+$10.9K
29,516
+12%
减持
IWM
Russell 2000/Small Blend
-$8.9K
38,853
-0%
增持
—
Accenture Plc Cl A
+$7.4K
1,882
+2%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
-$6.7K
6,071
+0%
减持
VO
Vanguard Mid Cap
-$5.7K
2,145
-1%
增持
SCHX
Schwab US Large Cap Etf
+$5.3K
9,323
+200%
减持
IWR
iShares Russell Mid-Cap ETF
-$5.1K
3,950
-2%
增持
JEPI
JPMorgan Equity Premium Income ETF
-$4.3K
13,858
+3%
减持
AUR
AURORA INNOVATION CL A ORD
+$4.1K
19,121
-3%
增持
VXUS
Vanguard Total Intl Etf
+$3.6K
13,374
+10%
减持
DFAS
DFA U.S. Small Cap (TM)
-$549
6,352
-0%
