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DIVERSIFY WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

DIVERSIFY WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0002030780

持仓数

1,174

前50大市值合计

$2.91B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$272.4M

1,301,601

9.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$231.4M

325,237

7.9%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$185.9M

1,666,662

6.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$154.9M

2,618,389

5.3%

AAPL APPLE INC

COM

$112.0M

414,603

3.8%

AMZN AMAZON COM INC

COM

$89.2M

338,963

3.1%

AVGO BROADCOM INC

COM

$87.4M

215,450

3.0%

BKLN INVESCO EXCH TRADED FD TR II

SR LN ETF

$84.7M

4,117,328

2.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$78.1M

119,306

2.7%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$77.2M

1,615,919

2.7%

IVV ISHARES TR

CORE S&P500 ETF

$72.5M

101,415

2.5%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$72.5M

486,716

2.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$71.4M

107,892

2.5%

MSFT MICROSOFT CORP

COM

$71.3M

168,007

2.4%

META META PLATFORMS INC

CL A

$68.1M

101,830

2.3%

GOOGL ALPHABET INC

CAP STK CL A

$67.4M

192,536

2.3%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$64.8M

720,395

2.2%

GOOG ALPHABET INC

CAP STK CL C

$64.2M

184,826

2.2%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$54.2M

1,105,138

1.9%

AMD ADVANCED MICRO DEVICES INC

COM

$49.2M

145,883

1.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$48.2M

122,414

1.7%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$41.5M

885,936

1.4%

SRLN SSGA ACTIVE ETF TR

STATE STREET BLA

$41.1M

1,012,277

1.4%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$40.7M

701,330

1.4%

IJH ISHARES TR

CORE S&P MCP ETF

$39.9M

556,941

1.4%

MU MICRON TECHNOLOGY INC

COM

$38.2M

73,659

1.3%

GLD SPDR GOLD TR

GOLD SHS

$37.7M

90,388

1.3%

SCHR SCHWAB STRATEGIC TR

INT-TRM U.S TRES

$31.8M

1,283,662

1.1%

PANW PALO ALTO NETWORKS INC

COM

$30.2M

166,626

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$30.1M

30,141

1.0%

ITA ISHARES TR

US AER DEF ETF

$30.0M

140,861

1.0%

IWM ISHARES TR

RUSSELL 2000 ETF

$28.9M

106,321

1.0%

USIG ISHARES TR

USD INV GRDE ETF

$28.1M

548,142

1.0%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$27.8M

1,063,048

1.0%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$27.7M

1,178,808

1.0%

ORCL ORACLE CORP

COM

$26.9M

163,967

0.9%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$26.7M

398,251

0.9%

OPBK OP BANCORP

COM

$26.5M

1,837,182

0.9%

MRVL MARVELL TECHNOLOGY INC

COM

$25.7M

163,861

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$25.6M

198,711

0.9%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$24.6M

414,916

0.8%

LRCX LAM RESEARCH CORP

COM NEW

$24.5M

98,581

0.8%

TSLA TESLA INC

COM

$24.0M

64,428

0.8%

IUSB ISHARES TR

CORE UNIVRSL USD

$22.9M

495,868

0.8%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$22.9M

360,287

0.8%

EEM ISHARES TR

MSCI EMG MKT ETF

$22.8M

363,092

0.8%

JPM JPMORGAN CHASE & CO

COM

$22.1M

71,589

0.8%

IEMG ISHARES INC

CORE MSCI EMKT

$22.0M

286,067

0.8%

IVE ISHARES TR

S&P 500 VAL ETF

$22.0M

99,596

0.8%

NOW SERVICENOW INC

COM

$21.8M

245,388

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

NVDA9.4%SPY7.9%SPYG6.4%SPYV5.3%AAPL3.8%AMZN3.1%