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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 65
减持 62
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
NCLO
Nuveen AA-BBB CLO ETF
+$19.1M
761,276
增持
AVDE
Avantis International Equity ETF
+$9.8M
943,601
+10%
增持
VTI
Vanguard Total Stock Mkt
+$8.1M
458,478
+3%
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。
减持
REET
iShares Global REIT ETF
-$7.9M
588,791
-33%
增持
VCRB
Vanguard Core Bond ETF
+$6.6M
1,129,478
+9%
增持
JBND
JPMorgan Active Bond ETF
+$5.5M
1,921,439
+6%
建仓
CLOI
VanEck CLO ETF
+$5.4M
102,794
增持
DFSD
DFA Short-Duration Fixed Inc ETF
+$4.9M
1,236,613
+10%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$4.6M
549,538
+9%
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$3.1M
1,078,140
-5%
减持
FLOT
Ishares Floating Rate
-$3.0M
402,385
-12%
增持
JMUB
JPMorgan Municipal ETF
+$2.7M
284,598
+23%
增持
DFSV
DFA US Small Cap Value ETF
+$2.4M
645,753
+9%
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$2.2M
297,129
+17%
增持
AAPL
Apple Computer Inc
+$2.1M
30,249
+25%
增持
DFLV
DFA US Large Cap Value ETF
+$2.0M
768,137
+4%
增持
EVSM
Eaton Vance Short Dur Muncpl Inc ETF
+$2.0M
63,765
+164%
减持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
-$1.8M
21,769
-48%
建仓
MMIT
NYLI MacKay Muni Intermediate ETF
+$1.8M
74,424
减持
VNQ
Vanguard Reit
-$1.5M
60,945
-19%
减持
SUB
iShares Short-Term National Muni Bond ETF
-$1.5M
46,929
-23%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$1.4M
121,245
-13%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$1.1M
17,257
-39%
减持
DFIV
DFA Tax Managed Intl
-$1.1M
32,596
-44%
增持
FLXR
TCW Flexible Income ETF
+$952.9K
31,148
+342%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$862.8K
184,199
+7%
建仓
CLOB
VanEck AA-BB CLO ETF
+$827.2K
16,326
减持
MUB
iShares National Muni Bond ETF
-$799.8K
124,634
-6%
减持
SCHV
Schwab US Large Cap Value
-$748.4K
355,790
-8%
增持
HYMB
SPDR Nuveen BB Hi Yld Muncpl Bd ETF
+$731.9K
102,370
+40%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$705.1K
190,489
-7%
增持
LLY
Lilly Eli & Company
+$688.3K
2,091
+2%
增持
BND
Vanguard Total Bond
+$682.8K
22,925
+68%
清仓
JAAA
Janus Henderson AAA CLO ETF
-$630.1K
0
-100%
建仓
CALI
iShares Short-Term CA Muni Act ETF
+$629.5K
12,475
减持
BIV
Vanguard Interm Bond Index ETF
-$569.4K
52,284
-12%
建仓
FDV
Federated Hermes US Strategic Dvd ETF
+$565.8K
19,778
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$519.4K
299,719
-0%
减持
IVV
iShares Core S&P 500 ETF
-$506.7K
35,559
-4%
增持
JPLD
JPMorgan Limited Duration Bond ETF
+$468.3K
20,353
+79%
增持
VOO
Vanguard S&P 500 Etf
+$433.5K
4,117
+17%
清仓
SCHO
Schwab Short-Term U.S. Treasury ETF
-$406.9K
0
-100%
增持
VUG
Vanguard Growth
+$382.8K
18,788
+3%
增持
NVDA
Nvidia Corp
+$376.4K
4,339
+87%
减持
SPY
SPDR Trust (S&P 500)
+$333.3K
40,294
-1%
增持
AVUV
Avantis US Small Cap Value ETF
+$327.9K
66,740
+3%
增持
VTHR
Vanguard Russell 3000 ETF
+$323.5K
53,533
+0%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$318.5K
46,455
+9%
建仓
META
Meta Platforms Inc Class A
+$309.7K
469
增持
IJR
iShares Core S&P Small-Cap ETF
+$303.5K
28,255
+9%
建仓
BSCY
Invesco BulletShares 2034 Corp Bd ETF
+$295.0K
14,036
增持
AMZN
Amazon Com Inc
+$292.0K
13,932
+5%
建仓
BSCX
Invesco BulletShares 2033 Corp Bd ETF
+$276.1K
12,865
建仓
BSCV
Invesco BulletShares 2031 Corp Bd ETF
+$274.5K
16,445
建仓
BSCU
Invesco BulletShares 2030 Corp Bd ETF
+$273.7K
16,176
建仓
BSCW
Invesco BulletShares 2032 Corp Bd ETF
+$273.4K
13,099
建仓
BSCT
Invesco BulletShares 2029 Corp Bd ETF
+$272.7K
14,479
建仓
BSCS
Invesco BulletShares 2028 Corp Bd ETF
+$271.3K
13,170
建仓
BSCR
Invesco BulletShares 2027 Corp Bd ETF
+$269.6K
13,655
建仓
BSCQ
Invesco BulletShares 2026 Corp Bd ETF
+$268.0K
13,693
建仓
AVGO
Avago Technologies
+$257.2K
743
增持
ORCL
Oracle Corporation
-$251.2K
3,525
+6%
增持
PYLD
PIMCO MULTISECTOR BOND ACTV ETF
+$239.7K
95,777
+11%
增持
TOTL
SPDR DoubleLine Total Return Tact ETF
+$235.6K
175,789
+4%
清仓
CVX
Chevrontexaco Corp
-$216.3K
0
-100%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$214.5K
44,625
+1%
建仓
IBM
Int'l Business Mach
+$213.3K
720
建仓
MUNI
PIMCO Intermediate Municipal Bd Actv ETF
+$209.8K
4,003
增持
GOOG
Google Inc. Class C
+$183.3K
1,978
+10%
增持
GOOGL
Google Inc. Class A
+$179.6K
2,180
+5%
减持
DFAR
DFA US Real Estate ETF
-$177.2K
42,560
-12%
增持
VXUS
Vanguard Total Intl Etf
+$162.1K
14,409
+14%
增持
MSFT
Microsoft Corp
+$158.1K
4,431
+16%
减持
AVRE
Avantis Real Estate ETF
-$151.3K
16,428
-16%
增持
JNJ
Johnson & Johnson
+$147.8K
2,265
+31%
增持
CVNA
Carvana Co
+$145.0K
2,775
+2%
减持
IWD
Russell 1000/ Lrg. Value
+$140.9K
24,583
-0%
增持
AGG
iShares Aggregate Bond Fd
+$139.8K
6,361
+29%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$132.6K
14,404
-14%
增持
JPM
JPMorgan Chase & Co.
+$132.5K
4,885
+7%
增持
—
Exxon Mobil Corporation
+$132.0K
7,032
+11%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$130.1K
6,250
-29%
减持
ESGV
Vanguard ESG U.S. Stock ETF
+$128.4K
125,605
-1%
减持
VOOG
Vanguard S&P 500 Growth ETF
-$127.1K
7,352
-6%
减持
DFAU
DFA US Core Equity ETF
+$125.0K
166,759
-1%
减持
VB
Vanguard Small Cap
-$120.3K
3,725
-12%
增持
BRK/B
Berkshire Hathaway B New
+$119.4K
2,478
+11%
减持
VCSH
Vanguard Short Term Corp Bond
-$116.0K
39,543
-3%
减持
IWM
Russell 2000/Small Blend
+$115.3K
40,551
-1%
减持
VTV
Vanguard Value
+$111.2K
76,282
-2%
减持
MDY
Mid Cap S P D R TRUST
-$110.7K
10,065
-3%
减持
QUAL
Ishars Edg Msci Usa Qlty
-$109.5K
1,745
-26%
增持
SCHF
Schw Intl Eq Etf
+$108.7K
88,941
+2%
减持
QQQ
Invesco QQQ Trust
-$104.5K
3,161
-7%
增持
ABBV
Abbvie Inc
+$104.2K
5,694
+10%
减持
VEA
Vanguard Msci Eafe Etf
+$101.6K
45,823
-1%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$96.9K
24,337
+5%
减持
FSMD
Fidelity Small-Mid Multifactor ETF
-$95.3K
6,314
-26%
减持
VCIT
Vanguard Intermediate
-$94.3K
24,815
-4%
减持
SCHG
Schwab US Large Cap
-$92.2K
13,466
-19%
减持
SCHB
Schw US Brd Mkt Etf
+$92.1K
214,697
-0%
增持
CMF
iShares California Muni Bond ETF
+$88.4K
10,611
+16%
减持
VSGX
Vanguard ESG Int'l ETF
+$87.1K
121,735
-2%
减持
ABT
Abbott Laboratories
-$83.5K
3,960
-9%
增持
CAT
Caterpillar Inc
+$83.5K
593
+10%
减持
EEM
iShares MSCI Emerging Markets ETF
-$83.0K
9,044
-16%
增持
AVLV
Avantis U.S. Large Cap Value ETF
+$82.1K
8,974
+8%
减持
DFAE
DFA Core Emerging Mkt ETF
+$77.5K
709,891
-3%
增持
GS
Goldman Sachs Group Inc
+$72.5K
588
+5%
增持
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
+$69.7K
37,502
+4%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$61.7K
6,245
+14%
增持
NOC
Northrop Grumman Corp
-$60.2K
1,789
+1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$60.1K
3,086
+25%
增持
—
Asml Hldgs Nv
+$58.0K
342
+8%
增持
HD
Home Depot Inc
-$57.3K
1,521
+6%
增持
RTX
Raytheon Technologies Ord
+$55.8K
1,527
+14%
增持
V
Visa Inc Cl A
+$55.0K
2,056
+5%
减持
ICF
iShares C&S Real Estate
-$44.6K
3,871
-13%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$43.0K
101,466
-1%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$42.7K
12,990
-6%
减持
VYM
Vanguard High Dividend ETF
+$41.3K
21,823
-0%
减持
AUR
AURORA INNOVATION CL A ORD
-$41.1K
16,141
-16%
减持
IVW
iShares S&P 500 Growth ETF
-$38.1K
33,998
-3%
增持
ENB
Enbridge Inc
+$37.4K
7,027
+19%
减持
VWO
Vanguard Emerging Market
-$31.8K
24,666
-2%
增持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
+$28.4K
19,904
+2%
增持
AVUS
Avantis U.S. Equity ETF
+$27.9K
5,895
+2%
增持
JMTG
J P Morgan Mortgage Backed Secs ETF
+$26.9K
22,973
+2%
减持
VMBS
Vanguard Mortgage Backed
-$25.4K
84,569
-1%
减持
VONV
Vanguard Russell 1000
+$24.5K
15,929
-2%
增持
VO
Vanguard Mid Cap
+$22.9K
2,520
+4%
减持
EFA
iShares MSCI EAFE ETF
+$22.4K
14,107
-1%
减持
VBR
Vanguard Small Cap Value
-$22.1K
19,035
-2%
减持
VIG
Vanguard Div Apprciation
-$22.0K
2,267
-6%
减持
IWF
Russell 1000/ Lrg. Growth
+$21.7K
9,804
-1%
减持
MA
Mastercard Inc
-$21.2K
1,565
-3%
增持
USHY
iShares Broad USD High Yield Corp Bd ETF
+$20.6K
7,757
+9%
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$20.2K
2,148
-3%
减持
IWV
Russell 3000
-$18.3K
56,470
-2%
减持
VONG
Vanguard Russell 1000 Growth ETF
+$17.9K
33,833
-1%
增持
DE
Deere & Co
+$17.5K
841
+3%
减持
DFCF
DFA Core Fixed Income ETF
-$17.1K
9,711
-4%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$16.2K
7,208
-4%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$16.1K
71,263
-2%
减持
IJH
iShares Core S&P Mid-Cap ETF
+$16.1K
41,148
-1%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$15.5K
24,015
+2%
清仓
—
ClearSign Technologies Corp
-$15.4K
0
-100%
增持
XLF
Sector Spdr Fincl Select
+$15.1K
4,726
+4%
增持
BX
Blackstone Group Lp
-$14.5K
1,573
+5%
减持
IWR
iShares Russell Mid-Cap ETF
-$13.4K
3,008
-4%
