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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 45
减持 80
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
VTI
Vanguard Total Stock Mkt
-$6.8M
457,854
-0%
增持
DFLV
DFA US Large Cap Value ETF
+$6.4M
916,445
+19%
增持
DFSD
DFA Short-Duration Fixed Inc ETF
+$4.7M
1,336,422
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。
+8%
增持
VCRB
Vanguard Core Bond ETF
+$4.5M
1,194,683
+6%
增持
AVEM
Avantis Emerging Markets EQ ETF
+$4.2M
576,945
+5%
增持
NCLO
Nuveen AA-BBB CLO ETF
+$3.6M
907,773
+19%
增持
DFSV
DFA US Small Cap Value ETF
+$3.1M
695,442
+8%
增持
JBND
JPMorgan Active Bond ETF
+$3.0M
1,987,378
+3%
减持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
-$2.8M
242,886
-18%
增持
DFCF
DFA Core Fixed Income ETF
+$2.7M
74,465
+667%
减持
REET
iShares Global REIT ETF
-$2.3M
494,490
-16%
减持
AAPL
Apple Computer Inc
-$2.2M
23,761
-21%
增持
TOTL
SPDR DoubleLine Total Return Tact ETF
+$2.2M
232,668
+32%
减持
PYLD
PIMCO MULTISECTOR BOND ACTV ETF
-$2.1M
17,432
-82%
减持
BSV
Vanguard Short-Term Bond Index Fund
-$2.1M
95,401
-21%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$2.1M
143,493
+41%
增持
JPLD
JPMorgan Limited Duration Bond ETF
+$1.9M
56,007
+175%
清仓
MMIT
NYLI MacKay Muni Intermediate ETF
-$1.8M
0
-100%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$1.6M
157,855
-17%
减持
SPY
SPDR Trust (S&P 500)
-$1.6M
39,851
-1%
减持
AVDE
Avantis International Equity ETF
+$1.5M
932,696
-1%
建仓
JAAA
Janus Henderson AAA CLO ETF
+$1.4M
27,297
增持
ICSH
iShares Ultra Short-Term Bond ETF
+$1.3M
1,102,918
+2%
减持
BIV
Vanguard Interm Bond Index ETF
-$1.3M
36,172
-31%
增持
SCHV
Schwab US Large Cap Value
+$1.2M
386,127
+9%
减持
BND
Vanguard Total Bond
-$1.2M
6,461
-72%
增持
VCIT
Vanguard Intermediate
+$1.2M
39,705
+60%
建仓
JBBB
Janus Henderson B-BBB CLO ETF
+$1.2M
25,545
增持
DFUS
DFA U.S. Equity ETF
+$1.1M
27,010
+158%
建仓
JSCP
JPMorgan Short Duration Core Plus ETF
+$1.1M
23,842
增持
AVUV
Avantis US Small Cap Value ETF
+$1.1M
71,484
+7%
减持
VUG
Vanguard Growth
-$1.1M
18,560
-1%
增持
CLOI
VanEck CLO ETF
+$1.0M
122,637
+19%
减持
IWV
Russell 3000
-$955.4K
56,356
-0%
增持
EVSM
Eaton Vance Short Dur Muncpl Inc ETF
+$865.6K
81,241
+27%
减持
JMUB
JPMorgan Municipal ETF
-$814.6K
271,206
-5%
减持
VNQ
Vanguard Reit
-$771.8K
52,100
-15%
增持
IVV
iShares Core S&P 500 ETF
-$762.5K
36,119
+2%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$738.2K
51,769
+16%
建仓
EVTR
Eaton Vance Total Return Bond ETF
+$700.4K
13,800
增持
CLOB
VanEck AA-BB CLO ETF
+$631.4K
29,180
+79%
增持
VPLS
Vanguard Core-Plus Bond ETF
+$613.8K
193,358
+5%
减持
MSFT
Microsoft Corp
-$599.4K
4,170
-6%
减持
DFAE
DFA Core Emerging Mkt ETF
+$577.6K
699,905
-1%
清仓
FDV
Federated Hermes US Strategic Dvd ETF
-$565.8K
0
-100%
增持
ESGV
Vanguard ESG U.S. Stock ETF
-$540.5K
130,513
+4%
减持
IWF
Russell 1000/ Lrg. Growth
-$538.7K
9,619
-2%
减持
VGT
Vanguard Info Technology
-$488.2K
547
-53%
增持
JMTG
J P Morgan Mortgage Backed Secs ETF
+$476.3K
32,340
+41%
减持
DFAU
DFA US Core Equity ETF
-$452.5K
162,939
-2%
增持
BBBS
BLOXX BBB 1-5 YR Core Bond ETF
+$444.0K
46,428
+24%
减持
UMBF
UMB Financial Corp
-$411.0K
17,883
-15%
建仓
VCLT
Vanguard Long-Term Corporate Bd ETF
+$411.0K
5,500
减持
SUB
iShares Short-Term National Muni Bond ETF
-$410.4K
43,164
-8%
减持
VONG
Vanguard Russell 1000 Growth ETF
-$410.2K
33,813
-0%
减持
IVW
iShares S&P 500 Growth ETF
-$408.0K
33,442
-2%
减持
FLOT
Ishares Floating Rate
-$405.3K
393,718
-2%
减持
DFIV
DFA Tax Managed Intl
-$395.9K
23,317
-28%
增持
FLXR
TCW Flexible Income ETF
+$391.6K
41,382
+33%
减持
LLY
Lilly Eli & Company
-$374.5K
2,036
-3%
减持
ORCL
Oracle Corporation
-$370.0K
2,155
-39%
减持
AMZN
Amazon Com Inc
-$368.7K
13,670
-2%
增持
VTHR
Vanguard Russell 3000 ETF
+$366.8K
57,183
+7%
增持
SCHF
Schw Intl Eq Etf
+$343.7K
100,277
+13%
清仓
ENB
Enbridge Inc
-$336.1K
0
-100%
减持
MUB
iShares National Muni Bond ETF
-$325.2K
122,698
-2%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
+$305.1K
294,450
-2%
清仓
BSCY
Invesco BulletShares 2034 Corp Bd ETF
-$295.0K
0
-100%
清仓
BSCX
Invesco BulletShares 2033 Corp Bd ETF
-$276.1K
0
-100%
清仓
BSCV
Invesco BulletShares 2031 Corp Bd ETF
-$274.5K
0
-100%
清仓
BSCU
Invesco BulletShares 2030 Corp Bd ETF
-$273.7K
0
-100%
清仓
BSCW
Invesco BulletShares 2032 Corp Bd ETF
-$273.4K
0
-100%
清仓
BSCT
Invesco BulletShares 2029 Corp Bd ETF
-$272.7K
0
-100%
减持
—
Exxon Mobil Corporation
+$272.0K
6,591
-6%
清仓
BSCS
Invesco BulletShares 2028 Corp Bd ETF
-$271.3K
0
-100%
清仓
BSCR
Invesco BulletShares 2027 Corp Bd ETF
-$269.6K
0
-100%
清仓
BSCQ
Invesco BulletShares 2026 Corp Bd ETF
-$268.0K
0
-100%
清仓
AVGO
Avago Technologies
-$257.2K
0
-100%
清仓
MCD
Mc Donalds Corp
-$247.2K
0
-100%
清仓
BX
Blackstone Group Lp
-$242.5K
0
-100%
减持
AGG
iShares Aggregate Bond Fd
-$239.1K
3,992
-37%
减持
ABBV
Abbvie Inc
-$236.8K
4,893
-14%
建仓
CVX
Chevrontexaco Corp
+$232.4K
1,123
建仓
JPIE
JPMorgan Income ETF
+$228.0K
4,950
增持
AVUS
Avantis U.S. Equity ETF
+$219.4K
7,900
+34%
增持
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF
+$218.1K
24,088
+11%
清仓
IBM
Int'l Business Mach
-$213.3K
0
-100%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$211.1K
15,112
-12%
建仓
WELL
Welltower Inc Com
+$202.8K
1,026
建仓
GLW
Corning Inc
+$201.9K
1,485
减持
JPM
JPMorgan Chase & Co.
-$201.5K
4,666
-4%
增持
CMF
iShares California Muni Bond ETF
+$194.3K
14,140
+33%
减持
NOC
Northrop Grumman Corp
+$189.5K
1,773
-1%
减持
V
Visa Inc Cl A
-$182.0K
1,784
-13%
减持
VOO
Vanguard S&P 500 Etf
-$181.0K
4,018
-2%
减持
VTV
Vanguard Value
+$170.1K
75,123
-2%
减持
VBR
Vanguard Small Cap Value
-$167.2K
17,787
-7%
减持
DFAI
DFA Int'l Core Equity ETF
+$160.3K
386,944
-1%
减持
VSGX
Vanguard ESG Int'l ETF
-$159.8K
119,320
-2%
减持
MA
Mastercard Inc
-$158.9K
1,470
-6%
增持
COST
Costco Whsl Corp New
+$156.8K
507
+25%
增持
CVNA
Carvana Co
-$146.2K
3,260
+17%
减持
VCSH
Vanguard Short Term Corp Bond
-$144.9K
37,944
-4%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$137.8K
26,902
+12%
减持
DFAR
DFA US Real Estate ETF
-$132.4K
35,613
-16%
减持
IJR
iShares Core S&P Small-Cap ETF
-$128.9K
26,279
-7%
减持
ISTB
iShares Core 1-5 Year USD Bond ETF
-$125.5K
10,477
-19%
减持
DFAT
DFA U.S. Small Cap Value (TM)
+$110.1K
69,706
-2%
减持
ABT
Abbott Laboratories
-$108.6K
3,775
-5%
减持
MDY
Mid Cap S P D R TRUST
-$102.4K
9,679
-4%
增持
DVY
iShares Select Dividend ETF
+$92.0K
2,006
+34%
减持
AVRE
Avantis Real Estate ETF
-$87.4K
14,259
-13%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$81.8K
13,103
-9%
减持
VXUS
Vanguard Total Intl Etf
-$79.5K
13,066
-9%
减持
DE
Deere & Co
+$77.7K
833
-1%
减持
GOOGL
Google Inc. Class A
-$74.7K
2,113
-3%
减持
META
Meta Platforms Inc Class A
-$73.3K
413
-12%
减持
CALI
iShares Short-Term CA Muni Act ETF
-$73.0K
11,034
-12%
减持
SCHG
Schwab US Large Cap
-$72.8K
12,581
-7%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$71.1K
39,163
-5%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$68.4K
5,814
-19%
减持
IWD
Russell 1000/ Lrg. Value
+$67.3K
24,515
-0%
减持
NVDA
Nvidia Corp
-$64.5K
4,270
-2%
减持
CAT
Caterpillar Inc
+$64.1K
570
-4%
增持
QQQ
Invesco QQQ Trust
-$62.0K
3,257
+3%
减持
UYLD
Angel Oak UltraShort Income ETF
-$60.3K
13,624
-8%
减持
—
Asml Hldgs Nv
+$59.4K
322
-6%
增持
HYMB
SPDR Nuveen BB Hi Yld Muncpl Bd ETF
+$57.2K
105,254
+3%
增持
MBB
iShares MBS Bond Fd
+$53.5K
8,705
+7%
增持
VO
Vanguard Mid Cap
+$52.9K
2,731
+8%
减持
SHYG
Ishares High Yield
-$50.7K
16,300
-6%
增持
MUNI
PIMCO Intermediate Municipal Bd Actv ETF
+$47.9K
4,938
+23%
减持
SMB
VanEck Short Muni ETF
-$46.0K
25,476
-9%
减持
SCHE
Schw Emg Mkt Eq Etf
-$45.7K
12,179
-11%
减持
HD
Home Depot Inc
-$44.8K
1,455
-4%
增持
IWR
iShares Russell Mid-Cap ETF
+$41.8K
3,408
+13%
减持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
-$36.3K
102,614
-0%
减持
IWM
Russell 2000/Small Blend
-$33.8K
40,114
-1%
增持
EFA
iShares MSCI EAFE ETF
+$33.5K
14,292
+1%
减持
VEA
Vanguard Msci Eafe Etf
+$31.9K
45,170
-1%
减持
DTE
DTE Energy Company
+$31.1K
2,086
-2%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$30.5K
6,850
+10%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$22.7K
24,837
+2%
增持
EEM
iShares MSCI Emerging Markets ETF
+$20.5K
9,074
+0%
减持
FSMD
Fidelity Small-Mid Multifactor ETF
-$17.6K
5,836
-8%
减持
VIG
Vanguard Div Apprciation
-$17.4K
2,236
-1%
减持
JNJ
Johnson & Johnson
-$16.5K
1,850
-18%
减持
VTES
VANGUARD SHRT TAX EXEMPT BND ETF
-$16.1K
19,830
-0%
减持
GLD
SPDR Gold ETF
+$14.4K
704
-3%
减持
VB
Vanguard Small Cap
+$13.9K
3,722
-0%
