小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 139 项
建仓 7
增持 64
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VCRB
Vanguard Core Bond ETF
+$12.2M
1,038,100
+16%
增持
JBND
JPMorgan Active Bond ETF
+$11.3M
1,817,562
+12%
增持
VTI
Vanguard Total Stock Mkt
+$11.0M
443,621
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。
+0%
增持
DFSD
DFA Short-Duration Fixed Inc ETF
+$9.6M
1,129,183
+21%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$8.0M
204,890
-46%
增持
AVDE
Avantis International Equity ETF
+$7.9M
860,652
+6%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$5.2M
502,835
+6%
增持
DFLV
DFA US Large Cap Value ETF
+$4.0M
737,321
+13%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$3.9M
138,839
-26%
增持
DFSV
DFA US Small Cap Value ETF
+$3.2M
592,314
+11%
增持
JMUB
JPMorgan Municipal ETF
+$2.4M
231,492
+23%
减持
FLOT
Ishares Floating Rate
-$2.1M
458,406
-8%
减持
SPY
SPDR Trust (S&P 500)
+$1.9M
40,746
-0%
减持
DFAE
DFA Core Emerging Mkt ETF
+$1.8M
730,848
-0%
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$1.6M
1,134,932
+3%
减持
IWV
Russell 3000
+$1.6M
57,697
-0%
增持
REET
iShares Global REIT ETF
+$1.5M
883,749
+3%
减持
IVV
iShares Core S&P 500 ETF
+$1.4M
37,147
-2%
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$1.3M
253,337
+11%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$1.1M
172,023
+8%
减持
IWM
Russell 2000/Small Blend
+$1.1M
40,778
-0%
减持
AAPL
Apple Computer Inc
+$1.1M
24,138
-3%
增持
EVSM
Eaton Vance Short Dur Muncpl Inc ETF
+$961.4K
24,180
+368%
增持
AVUV
Avantis US Small Cap Value ETF
+$864.5K
65,088
+6%
增持
VTV
Vanguard Value
+$850.7K
77,526
+1%
增持
SCHV
Schwab US Large Cap Value
+$810.9K
387,611
+2%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$802.7K
102,770
+16%
减持
VUG
Vanguard Growth
+$738.4K
18,313
-0%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$630.8K
300,840
-1%
减持
MCD
Mc Donalds Corp
-$565.2K
777
-72%
增持
JMTG
J P Morgan Mortgage Backed Secs ETF
+$557.3K
22,473
+92%
建仓
CMF
iShares California Muni Bond ETF
+$521.3K
9,139
增持
ORCL
Oracle Corporation
+$505.8K
3,336
+69%
增持
IWF
Russell 1000/ Lrg. Growth
+$438.1K
9,860
+0%
减持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$435.1K
44,084
-1%
增持
SCHB
Schw US Brd Mkt Etf
+$427.8K
215,457
+0%
增持
TOTL
SPDR DoubleLine Total Return Tact ETF
+$402.2K
168,596
+5%
减持
VNQ
Vanguard Reit
-$390.7K
75,517
-8%
增持
IVW
iShares S&P 500 Growth ETF
+$384.6K
35,029
+0%
清仓
KO
Coca Cola Company
-$318.2K
0
-100%
增持
DFAT
DFA U.S. Small Cap Value (TM)
+$313.6K
72,614
+0%
减持
VSGX
Vanguard ESG Int'l ETF
+$305.7K
124,428
-2%
减持
MDY
Mid Cap S P D R TRUST
+$295.5K
10,373
-0%
增持
IJR
iShares Core S&P Small-Cap ETF
+$286.7K
26,022
+1%
建仓
FLXR
TCW Flexible Income ETF
+$280.6K
7,050
增持
VBR
Vanguard Small Cap Value
+$279.3K
19,422
+0%
增持
QQQ
Invesco QQQ Trust
+$276.4K
3,409
+6%
增持
JPM
JPMorgan Chase & Co.
+$259.6K
4,570
+12%
增持
JAAA
Janus Henderson AAA CLO ETF
+$257.9K
12,409
+69%
增持
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
+$257.6K
35,990
+15%
减持
MUB
iShares National Muni Bond ETF
+$257.1K
132,870
-0%
增持
IWD
Russell 1000/ Lrg. Value
+$250.7K
24,706
+0%
清仓
—
Accenture Plc Cl A
-$246.9K
0
-100%
减持
VONG
Vanguard Russell 1000 Growth ETF
+$241.5K
34,035
-4%
减持
BND
Vanguard Total Bond
-$237.2K
13,651
-20%
增持
UYLD
Angel Oak UltraShort Income ETF
+$229.9K
14,624
+44%
建仓
VV
Vanguard Large Cap Etf
+$227.5K
739
减持
CVNA
Carvana Co
-$227.4K
2,720
-27%
减持
ABBV
Abbvie Inc
+$226.0K
5,169
-1%
减持
UMBF
UMB Financial Corp
+$225.1K
21,106
-2%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
+$224.7K
42,540
-1%
建仓
RTX
Raytheon Technologies Ord
+$224.2K
1,340
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$220.7K
41,637
+6%
建仓
CVX
Chevrontexaco Corp
+$216.3K
1,393
建仓
IEFA
iShares Core MSCI EAFE ETF
+$216.0K
2,474
建仓
DVY
iShares Select Dividend ETF
+$213.2K
1,500
清仓
FCAL
First Trust California Muni Hi Inc ETF
-$210.3K
0
-100%
增持
DFIV
DFA Tax Managed Intl
+$206.1K
58,674
+1%
清仓
IBM
Int'l Business Mach
-$202.5K
0
-100%
减持
HYMB
SPDR Nuveen BB Hi Yld Muncpl Bd ETF
-$198.9K
73,054
-10%
增持
VEA
Vanguard Msci Eafe Etf
+$196.6K
46,077
+2%
减持
NOC
Northrop Grumman Corp
+$193.4K
1,773
-0%
减持
DFAU
DFA US Core Equity ETF
+$193.0K
167,818
-5%
增持
VMBS
Vanguard Mortgage Backed
+$170.5K
85,325
+3%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$166.2K
41,368
+1%
增持
QUAL
Ishars Edg Msci Usa Qlty
+$165.8K
2,345
+48%
增持
MSFT
Microsoft Corp
+$160.3K
3,832
+4%
增持
JPLD
JPMorgan Limited Duration Bond ETF
+$158.9K
11,376
+36%
减持
DFAI
DFA Int'l Core Equity ETF
+$157.3K
410,268
-4%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$155.8K
28,142
-5%
增持
VCIT
Vanguard Intermediate
+$144.0K
25,830
+6%
减持
VOO
Vanguard S&P 500 Etf
+$138.7K
3,508
-1%
减持
ESGV
Vanguard ESG U.S. Stock ETF
-$130.8K
127,193
-8%
减持
GOOGL
Google Inc. Class A
+$127.5K
2,068
-3%
增持
VWO
Vanguard Emerging Market
+$126.3K
25,061
+1%
增持
SCHF
Schw Intl Eq Etf
+$109.8K
87,175
+0%
增持
IVE
iShares S&P 500 Value ETF
+$108.3K
7,225
+2%
减持
VOOG
Vanguard S&P 500 Growth ETF
-$92.2K
7,798
-11%
增持
VB
Vanguard Small Cap
+$88.0K
4,252
+1%
减持
AVSU
Avantis Responsible US Equity ETF
+$87.1K
21,393
-1%
减持
PRF
Powershare Ftse Rafi US
+$85.1K
30,825
-0%
减持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
-$76.5K
19,557
-5%
增持
AVLV
Avantis U.S. Large Cap Value ETF
+$75.1K
8,274
+8%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$70.5K
23,237
+0%
增持
PYLD
PIMCO MULTISECTOR BOND ACTV ETF
+$65.6K
86,277
+2%
增持
FNDF
Schwab Fundamental Inl
+$59.3K
18,116
+1%
增持
—
Asml Hldgs Nv
+$58.6K
318
+2%
增持
V
Visa Inc Cl A
+$52.1K
1,951
+13%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$49.1K
23,635
-5%
增持
IWB
iShares Russell 1000 ETF
+$49.0K
1,801
+0%
增持
VO
Vanguard Mid Cap
+$46.7K
2,412
+2%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$46.5K
8,797
-10%
减持
DE
Deere & Co
-$42.9K
818
-0%
减持
NVDA
Nvidia Corp
+$42.8K
2,320
-6%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$41.6K
16,762
+4%
减持
BIV
Vanguard Interm Bond Index ETF
-$40.1K
59,435
-2%
减持
VXUS
Vanguard Total Intl Etf
+$38.8K
12,591
-2%
减持
NFLX
Netflix Com Inc Com
-$37.2K
237
-1%
减持
DFAS
DFA U.S. Small Cap (TM)
+$36.4K
9,631
-1%
减持
SHYG
Ishares High Yield
-$36.3K
17,270
-5%
减持
BRK/B
Berkshire Hathaway B New
+$32.7K
2,240
-0%
增持
LLY
Lilly Eli & Company
-$29.9K
2,043
+0%
减持
EFA
iShares MSCI EAFE ETF
+$29.7K
14,269
-2%
减持
AGG
iShares Aggregate Bond Fd
-$29.6K
4,943
-7%
减持
—
Exxon Mobil Corporation
+$29.0K
6,334
-0%
减持
COST
Costco Whsl Corp New
-$27.8K
370
-1%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$25.2K
13,841
-4%
减持
AVRE
Avantis Real Estate ETF
-$24.7K
19,478
-3%
增持
ABT
Abbott Laboratories
+$22.3K
4,328
+6%
增持
SCHA
Schw US Scap Etf
+$21.0K
8,079
+0%
增持
MA
Mastercard Inc
+$20.6K
1,608
+1%
增持
DFAR
DFA US Real Estate ETF
+$20.5K
48,296
+0%
减持
FSMD
Fidelity Small-Mid Multifactor ETF
+$18.8K
8,496
-1%
增持
XLF
Sector Spdr Fincl Select
+$18.6K
4,525
+5%
减持
SCHG
Schwab US Large Cap
+$16.2K
16,653
-6%
减持
SCHE
Schw Emg Mkt Eq Etf
+$13.8K
13,562
-7%
减持
IWR
iShares Russell Mid-Cap ETF
+$13.3K
3,138
-0%
减持
EEM
iShares MSCI Emerging Markets ETF
+$12.4K
10,821
-8%
减持
VCSH
Vanguard Short Term Corp Bond
+$11.9K
40,895
-0%
增持
DFCF
DFA Core Fixed Income ETF
+$11.4K
10,065
+2%
减持
—
Eaton Corporation
+$10.3K
677
-1%
减持
SCHX
Schwab US Large Cap Etf
+$10.0K
8,598
-3%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$9.8K
7,518
-4%
减持
AMZN
Amazon Com Inc
-$9.0K
13,316
-0%
减持
DFUS
DFA U.S. Equity ETF
+$8.6K
10,465
-6%
增持
USHY
iShares Broad USD High Yield Corp Bd ETF
+$3.0K
7,134
+0%
减持
SMB
VanEck Short Muni ETF
+$1.7K
27,956
-1%
减持
ICF
iShares C&S Real Estate
-$1.0K
4,472
-1%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$826
5,491
+0%
