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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 149 项
建仓 23
增持 78
减持 47
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
Vanguard Total Stock Mkt
+$15.4M
442,791
+2%
减持
FLOT
Ishares Floating Rate
-$12.0M
500,985
-32%
增持
AVDE
Avantis International Equity ETF
+$11.0M
810,311
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。
+10%
增持
VCRB
Vanguard Core Bond ETF
+$9.3M
891,655
+15%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$7.4M
474,627
+14%
增持
JBND
JPMorgan Active Bond ETF
+$7.3M
1,625,209
+9%
增持
DFSD
DFA Short-Duration Fixed Inc ETF
+$5.6M
933,135
+13%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$4.3M
88,578
减持
IUSB
iShares Core Total USD Bond Market ETF
-$3.4M
380,978
-16%
增持
IWV
Russell 3000
+$3.2M
57,830
+8%
增持
DFSV
DFA US Small Cap Value ETF
+$3.2M
533,065
+20%
增持
DFAE
DFA Core Emerging Mkt ETF
+$3.0M
734,397
+4%
增持
DFAI
DFA Int'l Core Equity ETF
+$2.7M
426,841
+11%
增持
SPY
SPDR Trust (S&P 500)
+$2.5M
40,847
+1%
减持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
-$2.5M
39,240
-41%
增持
IVV
iShares Core S&P 500 ETF
+$2.3M
37,866
+0%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$2.1M
188,180
-13%
增持
TOTL
SPDR DoubleLine Total Return Tact ETF
+$2.1M
160,502
+48%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$2.0M
159,866
+19%
建仓
HYMB
SPDR Nuveen BB Hi Yld Muncpl Bd ETF
+$2.0M
81,522
增持
PYLD
PIMCO MULTISECTOR BOND ACTV ETF
+$2.0M
84,780
+700%
增持
JMUB
JPMorgan Municipal ETF
+$1.9M
187,755
+27%
增持
SCHV
Schwab US Large Cap Value
+$1.9M
378,478
+18%
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$1.8M
228,795
+18%
增持
ESGV
Vanguard ESG U.S. Stock ETF
+$1.7M
138,595
+1%
增持
VTHR
Vanguard Russell 3000 ETF
+$1.6M
53,527
+2%
增持
VTV
Vanguard Value
+$1.6M
76,990
+11%
增持
DFLV
DFA US Large Cap Value ETF
+$1.5M
652,553
+6%
增持
SUB
iShares Short-Term National Muni Bond ETF
+$1.4M
60,557
+27%
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$1.3M
1,103,609
-2%
增持
REET
iShares Global REIT ETF
+$1.3M
853,902
+5%
增持
AVUV
Avantis US Small Cap Value ETF
+$1.3M
61,621
+24%
增持
VBR
Vanguard Small Cap Value
+$1.2M
19,354
+42%
减持
SMB
VanEck Short Muni ETF
-$1.1M
28,114
-70%
减持
MUB
iShares National Muni Bond ETF
-$1.0M
132,965
-6%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$971.5K
42,970
+44%
减持
SCHO
Schwab Short-Term U.S. Treasury ETF
-$965.9K
16,678
-70%
减持
SCHF
Schw Intl Eq Etf
-$914.9K
86,863
-39%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$812.9K
44,326
+5%
减持
VSGX
Vanguard ESG Int'l ETF
+$786.0K
127,112
-1%
减持
BIV
Vanguard Interm Bond Index ETF
-$782.9K
60,530
-15%
增持
IVW
iShares S&P 500 Growth ETF
+$621.8K
34,915
+1%
建仓
JMTG
J P Morgan Mortgage Backed Secs ETF
+$588.8K
11,731
增持
CVNA
Carvana Co
+$587.8K
3,720
+17%
增持
MSFT
Microsoft Corp
+$580.5K
3,668
+11%
增持
AVRE
Avantis Real Estate ETF
+$579.8K
20,178
+179%
减持
IWF
Russell 1000/ Lrg. Growth
+$524.0K
9,846
-3%
建仓
AVLV
Avantis U.S. Large Cap Value ETF
+$522.8K
7,664
增持
SCHB
Schw US Brd Mkt Etf
+$501.8K
214,502
+0%
增持
AMZN
Amazon Com Inc
+$494.2K
13,368
+4%
减持
VWO
Vanguard Emerging Market
-$492.0K
24,899
-35%
减持
DFAU
DFA US Core Equity ETF
+$478.3K
176,732
-3%
增持
DFIV
DFA Tax Managed Intl
+$478.1K
58,369
+14%
增持
VMBS
Vanguard Mortgage Backed
+$450.3K
82,788
+13%
建仓
JPLD
JPMorgan Limited Duration Bond ETF
+$438.1K
8,388
增持
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
+$437.1K
31,191
+37%
增持
QQQ
Invesco QQQ Trust
+$422.5K
3,209
+12%
建仓
DFCF
DFA Core Fixed Income ETF
+$419.0K
9,914
减持
VONG
Vanguard Russell 1000 Growth ETF
+$408.8K
35,345
-5%
增持
IJR
iShares Core S&P Small-Cap ETF
+$394.3K
25,670
+11%
建仓
NVDA
Nvidia Corp
+$390.1K
2,469
增持
FNDF
Schwab Fundamental Inl
+$386.0K
17,966
+95%
建仓
JAAA
Janus Henderson AAA CLO ETF
+$372.2K
7,334
增持
VOO
Vanguard S&P 500 Etf
+$327.1K
3,538
+8%
建仓
NFLX
Netflix Com Inc Com
+$321.4K
240
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$318.3K
303,069
-0%
建仓
KO
Coca Cola Company
+$318.2K
4,497
建仓
QUAL
Ishars Edg Msci Usa Qlty
+$290.3K
1,588
增持
JPM
JPMorgan Chase & Co.
+$282.2K
4,077
+11%
建仓
JNJ
Johnson & Johnson
+$264.4K
1,731
建仓
EVSM
Eaton Vance Short Dur Muncpl Inc ETF
+$258.1K
5,163
建仓
—
Asml Hldgs Nv
+$249.2K
311
建仓
—
Eaton Corporation
+$243.1K
681
增持
MA
Mastercard Inc
+$233.6K
1,591
+32%
增持
AAPL
Apple Computer Inc
-$232.7K
24,794
+4%
清仓
DFNM
DFA National Muni
-$231.9K
0
-100%
减持
VEA
Vanguard Msci Eafe Etf
+$230.2K
44,980
-2%
减持
UYLD
Angel Oak UltraShort Income ETF
-$228.3K
10,144
-31%
建仓
BX
Blackstone Group Lp
+$225.0K
1,504
增持
HD
Home Depot Inc
+$222.3K
1,433
+73%
建仓
GLD
SPDR Gold ETF
+$221.9K
728
增持
DFAS
DFA U.S. Small Cap (TM)
+$220.7K
9,777
+45%
建仓
FCAL
First Trust California Muni Hi Inc ETF
+$210.3K
4,385
建仓
CAT
Caterpillar Inc
+$208.5K
537
增持
ORCL
Oracle Corporation
+$205.5K
1,978
+22%
建仓
XLI
Industrial SPDR
+$204.4K
1,385
建仓
IBM
Int'l Business Mach
+$202.5K
687
建仓
FNDX
Schwab Fundamental US
+$200.1K
8,154
增持
VNQ
Vanguard Reit
+$189.9K
81,905
+4%
增持
IWD
Russell 1000/ Lrg. Value
+$174.4K
24,606
+1%
建仓
XEXGX
Ev Tax Man Glb Div Eqty
+$174.1K
19,900
增持
DFAR
DFA US Real Estate ETF
+$171.3K
48,225
+19%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$164.4K
40,849
+1%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$159.8K
29,692
-5%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$147.0K
72,521
-1%
减持
MDY
Mid Cap S P D R TRUST
+$144.7K
10,393
-3%
减持
VGT
Vanguard Info Technology
+$132.9K
1,162
-1%
增持
VCIT
Vanguard Intermediate
+$130.0K
24,464
+5%
增持
EFA
iShares MSCI EAFE ETF
+$129.4K
14,572
+2%
减持
AVSU
Avantis Responsible US Equity ETF
+$125.8K
21,673
-1%
增持
VXUS
Vanguard Total Intl Etf
+$124.2K
12,826
+5%
增持
ABBV
Abbvie Inc
-$110.5K
5,230
+1%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$109.4K
16,104
+14%
增持
VYM
Vanguard High Dividend ETF
+$108.7K
21,928
+0%
减持
BRK/B
Berkshire Hathaway B New
-$108.6K
2,251
-0%
减持
SCHA
Schw US Scap Etf
-$106.9K
8,078
-39%
减持
LLY
Lilly Eli & Company
-$104.4K
2,038
-1%
增持
VO
Vanguard Mid Cap
+$98.0K
2,365
+8%
减持
GS
Goldman Sachs Group Inc
+$88.5K
558
-1%
增持
UMBF
UMB Financial Corp
+$88.5K
21,613
+0%
增持
EEM
iShares MSCI Emerging Markets ETF
+$86.0K
11,721
+7%
增持
ABT
Abbott Laboratories
+$81.3K
4,098
+14%
增持
GOOG
Google Inc. Class C
+$76.3K
1,796
+16%
增持
—
Exxon Mobil Corporation
-$70.4K
6,355
+0%
增持
GOOGL
Google Inc. Class A
+$61.9K
2,129
+5%
增持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
+$60.3K
20,508
+3%
减持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
-$58.0K
102,680
-2%
增持
SHYG
Ishares High Yield
+$54.0K
18,176
+6%
减持
VB
Vanguard Small Cap
-$52.8K
4,191
-11%
减持
SCHE
Schw Emg Mkt Eq Etf
-$48.7K
14,559
-18%
减持
PRF
Powershare Ftse Rafi US
+$47.5K
30,955
-1%
减持
VCSH
Vanguard Short Term Corp Bond
-$43.8K
40,967
-2%
增持
MBB
iShares MBS Bond Fd
+$43.7K
8,175
+6%
增持
NULV
Nuveen ESG Large-Cap Value ETF
+$42.8K
19,473
+2%
增持
IWN
Russell 2000/ Small Value
+$40.3K
3,716
+3%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$37.4K
23,217
+1%
减持
AGG
iShares Aggregate Bond Fd
-$36.6K
5,294
-7%
减持
BND
Vanguard Total Bond
-$34.3K
17,010
-3%
增持
DE
Deere & Co
+$33.0K
820
+0%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$31.3K
14,414
-5%
减持
NOC
Northrop Grumman Corp
-$29.0K
1,774
-1%
减持
IVE
iShares S&P 500 Value ETF
+$25.9K
7,081
-1%
增持
COST
Costco Whsl Corp New
+$25.0K
374
+2%
减持
VIG
Vanguard Div Apprciation
+$24.8K
2,411
-0%
增持
V
Visa Inc Cl A
+$20.6K
1,729
+2%
增持
DTE
DTE Energy Company
+$19.7K
2,124
+12%
减持
SCHX
Schwab US Large Cap Etf
-$19.7K
8,858
-17%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$19.6K
24,912
-3%
减持
SCHG
Schwab US Large Cap
+$18.9K
17,638
-11%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$17.7K
7,801
-5%
减持
IWM
Russell 2000/Small Blend
+$15.5K
40,796
-7%
减持
XLF
Sector Spdr Fincl Select
-$11.4K
4,300
-9%
减持
—
Accenture Plc Cl A
-$11.2K
826
-0%
增持
USHY
iShares Broad USD High Yield Corp Bd ETF
+$9.0K
7,106
+2%
增持
MCD
Mc Donalds Corp
-$6.9K
2,742
+6%
减持
FSMD
Fidelity Small-Mid Multifactor ETF
+$1.4K
8,564
-5%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$994
5,488
+0%
增持
—
ClearSign Technologies Corp
+$952
20,000
+54%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$155
9,723
-0%
