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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 134 项
建仓 7
增持 53
减持 62
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VCRB
Vanguard Core Bond ETF
+$17.4M
773,429
+38%
增持
DFSD
Dimensional Short-Duration Fixed Inc ETF
+$12.8M
825,569
+46%
清仓
JAAA
Janus Henderson AAA CLO ETF
-$10.7M
0
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。
-100%
增持
JBND
JPMorgan Active Bond ETF
+$9.1M
1,490,448
+10%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$7.7M
215,792
-32%
增持
AVDE
Avantis International Equity ETF
+$7.6M
738,617
+10%
增持
FLOT
Ishares Floating Rate
+$5.0M
736,398
+15%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$4.3M
455,712
-19%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$3.8M
417,685
+15%
增持
TOTL
SPDR DoubleLine Total Return Tact ETF
+$3.5M
108,714
+361%
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$3.0M
194,018
+42%
减持
AAPL
Apple Computer Inc
-$2.9M
23,948
-27%
减持
VMBS
Vanguard Mortgage Backed
-$2.6M
73,117
-45%
增持
DFLV
Dimensional US Large Cap Value ETF
+$2.5M
614,131
+13%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$2.4M
134,167
+28%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$2.2M
1,130,322
+3%
建仓
UMBF
UMB Financial Corp
+$2.2M
21,606
减持
MUB
iShares National Muni Bond ETF
-$1.9M
141,291
-10%
减持
BIV
Vanguard Interm Bond Index ETF
-$1.8M
71,364
-27%
增持
DFAI
DFA Int'l Core Equity ETF
+$1.6M
386,058
+8%
减持
BND
Vanguard Total Bond
-$1.5M
17,518
-54%
增持
VTI
Vanguard Total Stock Mkt
-$1.4M
433,489
+4%
增持
REET
iShares Global REIT ETF
+$1.3M
815,769
+6%
增持
JMUB
JPMorgan Municipal ETF
+$1.2M
147,444
+19%
建仓
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
+$1.2M
22,843
减持
IVV
iShares Core S&P 500 ETF
-$1.1M
37,722
-1%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$1.0M
42,397
+31%
增持
SCHO
Schwab Short-Term U.S. Treasury ETF
+$971.2K
56,389
+238%
减持
IWV
Russell 3000
-$921.9K
53,773
-0%
增持
DFSV
Dimensional US Small Cap Value ETF
+$833.8K
443,919
+17%
减持
VUG
Vanguard Growth
-$807.0K
18,350
-1%
建仓
UYLD
Angel Oak UltraShort Income ETF
+$746.3K
14,608
增持
SCHV
Schwab US Large Cap Value
+$723.3K
322,064
+7%
增持
VWO
Vanguard Emerging Market
+$675.8K
38,080
+60%
减持
MSFT
Microsoft Corp
-$675.6K
3,314
-27%
减持
IWB
iShares Russell 1000 ETF
-$648.1K
1,794
-52%
减持
AMZN
Amazon Com Inc
-$615.6K
12,817
-8%
减持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
-$540.4K
19,994
-21%
增持
VTHR
Vanguard Russell 3000 ETF
-$533.6K
52,634
+1%
清仓
BX
Blackstone Group Lp
-$523.7K
0
-100%
增持
SPY
SPDR Trust (S&P 500)
-$480.8K
40,624
+3%
减持
IWF
Russell 1000/ Lrg. Growth
-$459.0K
10,126
-1%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$458.7K
31,285
-13%
减持
MDY
Mid Cap S P D R TRUST
-$423.6K
10,764
-1%
减持
GOOGL
Google Inc. Class A
-$422.3K
2,026
-48%
清仓
VTEB
Vanguard Tax-Exempt Bond ETF
-$408.6K
0
-100%
减持
—
Accenture Plc Cl A
-$404.0K
827
-56%
清仓
BNDX
Vanguard Total Internatl
-$385.5K
0
-100%
减持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
-$356.7K
66,103
-6%
减持
DFAE
DFA Core Emerging Mkt ETF
+$350.5K
706,140
-0%
增持
VTV
Vanguard Value
+$338.5K
69,488
+1%
清仓
TMO
Thermo Electron Corp
-$333.5K
0
-100%
建仓
FNDF
Schwab Fundamental Inl
+$333.0K
9,214
增持
SCHF
Schw Intl Eq Etf
+$331.6K
143,306
+6%
减持
VBR
Vanguard Small Cap Value
-$312.0K
13,639
-5%
建仓
SCHA
Schw US Scap Etf
+$311.2K
13,283
减持
DFAT
DFA U.S. Small Cap Value (TM)
-$310.4K
73,144
-0%
减持
VOOG
Vanguard S&P 500 Growth ETF
-$308.9K
8,796
-1%
增持
AVUV
Avantis US Small Cap Value ETF
-$280.6K
49,817
+4%
建仓
PYLD
PIMCO MULTISECTOR BOND ACTV ETF
+$279.3K
10,600
增持
DFAR
Dimensional US Real Estate ETF
+$273.2K
40,388
+37%
清仓
XMMO
Invesco S&P MidCap Momentum ETF
-$244.3K
0
-100%
清仓
TTD
The Trade Desk Inc
-$240.3K
0
-100%
减持
AVSU
Avantis Responsible US Equity ETF
-$226.6K
21,825
-9%
清仓
SPGI
S&Pglobal Inc Com
-$224.6K
0
-100%
减持
V
Visa Inc Cl A
-$223.0K
1,693
-34%
清仓
NKE
Nike Inc Class B
-$216.1K
0
-100%
清仓
WMT
Wal-Mart Stores Inc
-$214.4K
0
-100%
清仓
—
Eaton Corporation
-$208.1K
0
-100%
清仓
EMR
Emerson Elec Co
-$206.8K
0
-100%
增持
IWM
Russell 2000/Small Blend
+$202.8K
44,051
+13%
减持
AGG
iShares Aggregate Bond Fd
-$200.8K
5,679
-28%
减持
VSGX
Vanguard ESG Int'l ETF
-$196.3K
127,838
-6%
减持
MBB
iShares MBS Bond Fd
-$194.0K
7,719
-23%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$182.6K
40,600
-1%
减持
SCHG
Schwab US Large Cap
-$167.9K
19,822
-17%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$164.6K
29,794
+8%
增持
IWD
Russell 1000/ Lrg. Value
+$154.9K
24,473
+2%
减持
SPYV
SPDR Portfolio S&P 500 Value ETF
-$144.8K
23,062
-11%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$141.2K
25,651
-11%
增持
ESGV
Vanguard ESG U.S. Stock ETF
-$141.2K
137,503
+6%
减持
VEA
Vanguard Msci Eafe Etf
+$133.0K
45,920
-0%
减持
ABBV
Abbvie Inc
+$124.8K
5,161
-4%
减持
BRK/A
Berkshire Hathaway Inc A
+$117.5K
1
-99%
减持
FSMD
Fidelity Small-Mid Multifactor ETF
-$113.1K
9,034
-20%
减持
DFUS
DFA U.S. Equity ETF
-$110.1K
11,183
-9%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$96.4K
9,736
+24%
减持
LLY
Lilly Eli & Company
+$94.3K
2,050
-1%
减持
VNQ
Vanguard Reit
+$91.0K
78,469
-0%
增持
QQQ
Invesco QQQ Trust
-$85.2K
2,874
+3%
增持
VGT
Vanguard Info Technology
-$84.7K
1,176
+1%
减持
IWR
iShares Russell Mid-Cap ETF
-$81.2K
3,150
-20%
减持
AVSD
Avantis Responsible International Equity ETF
-$77.7K
9,309
-19%
减持
EFA
iShares MSCI EAFE ETF
+$76.5K
14,355
-1%
增持
—
Exxon Mobil Corporation
+$72.5K
6,353
+0%
增持
DFAU
DFA US Core Equity ETF
-$72.4K
182,312
+4%
增持
IJR
iShares Core S&P Small-Cap ETF
+$72.3K
23,058
+14%
减持
ORCL
Oracle Corporation
-$70.4K
1,623
-9%
减持
SUB
iShares Short-Term National Muni Bond ETF
-$69.3K
47,676
-1%
减持
VCSH
Vanguard Short Term Corp Bond
-$67.8K
41,812
-3%
增持
VYM
Vanguard High Dividend ETF
+$59.1K
21,825
+1%
增持
VOO
Vanguard S&P 500 Etf
+$53.5K
3,274
+8%
减持
VONV
Vanguard Russell 1000
-$52.3K
16,177
-5%
减持
DFIV
DFA Tax Managed Intl
+$52.0K
51,369
-7%
减持
ABT
Abbott Laboratories
+$50.1K
3,589
-5%
增持
GOOG
Google Inc. Class C
-$45.6K
1,551
+3%
增持
VCIT
Vanguard Intermediate
+$45.1K
23,221
+1%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
-$44.0K
5,484
-10%
减持
CVNA
Carvana Co
-$42.8K
3,184
-9%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$35.6K
303,213
-0%
增持
EEM
iShares MSCI Emerging Markets ETF
+$35.2K
10,971
+3%
增持
DTE
DTE Energy Company
+$34.1K
1,892
+0%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$33.8K
15,151
+4%
增持
NULV
Nuveen ESG Large-Cap Value ETF
+$30.5K
19,101
+1%
减持
MCD
Mc Donalds Corp
+$28.1K
2,587
-4%
减持
VXUS
Vanguard Total Intl Etf
-$26.2K
12,270
-8%
增持
USHY
iShares Broad USD High Yield Corp Bd ETF
+$25.0K
6,997
+11%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$24.9K
8,183
-8%
增持
SCHX
Schwab US Large Cap Etf
+$20.1K
10,695
+15%
减持
SCHE
Schw Emg Mkt Eq Etf
-$18.9K
17,683
-7%
减持
JPM
JPMorgan Chase & Co.
+$15.8K
3,668
-1%
增持
HD
Home Depot Inc
-$15.1K
827
+1%
增持
DFAS
DFA U.S. Small Cap (TM)
-$11.2K
6,732
+6%
减持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$10.8K
104,552
-1%
减持
DFNM
DFA National Muni
-$10.4K
4,875
-4%
减持
SHYG
Ishares High Yield
-$10.1K
17,170
-1%
建仓
—
ClearSign Technologies Corp
+$9.8K
13,000
增持
JEPI
JPMorgan Equity Premium Income ETF
+$8.9K
14,107
+2%
增持
AVRE
Avantis Real Estate ETF
+$8.7K
7,238
+0%
增持
VB
Vanguard Small Cap
-$3.0K
4,717
+8%
增持
VO
Vanguard Mid Cap
-$2.8K
2,180
+2%
减持
PRF
Powershare Ftse Rafi US
-$2.7K
31,205
-0%
减持
COST
Costco Whsl Corp New
+$1.6K
365
-3%
增持
IVE
iShares S&P 500 Value ETF
+$344
7,125
+0%
