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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
$2.91B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 34
增持 82
减持 19
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
-$17.5M
508,872
-55%
增持
SCHR
SCHWAB STRATEGIC TR
+$13.1M
574,464
+2459%
增持
SCHO
SCHWAB STRATEGIC TR
+$12.3M
551,995
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。
+2411%
增持
NVDA
NVIDIA CORPORATION
+$11.5M
143,263
+69%
建仓
PKG
PACKAGING CORP AMER
+$10.5M
46,034
清仓
PRG
PROG HOLDINGS INC
-$10.3M
0
-100%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$9.9M
437,487
增持
SCHA
SCHWAB STRATEGIC TR
+$7.1M
291,963
+3940%
增持
DFAU
DIMENSIONAL ETF TRUST
+$6.6M
1,250,528
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.5M
75,065
+989%
建仓
SCHD
SCHWAB STRATEGIC TR
+$6.5M
228,854
增持
SPYG
SPDR SER TR
+$6.2M
294,870
+17%
增持
XHLF
BONDBLOXX ETF TRUST
+$5.5M
163,033
+203%
增持
SPYV
SPDR SER TR
+$5.3M
454,556
+18%
增持
META
META PLATFORMS INC
+$5.2M
13,147
+187%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.9M
199,796
+93%
增持
SPY
SPDR S&P 500 ETF TR
+$4.6M
57,012
+4%
增持
BUFB
INNOVATOR ETFS TRUST
+$4.4M
144,412
+1819%
建仓
SCHM
SCHWAB STRATEGIC TR
+$4.3M
153,951
建仓
DBEF
DBX ETF TR
+$4.2M
100,316
增持
MSFT
MICROSOFT CORP
+$4.1M
33,031
+31%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.8M
26,109
+236%
增持
AAPL
APPLE INC
+$3.7M
63,923
+21%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.6M
149,791
+4449%
建仓
PGR
PROGRESSIVE CORP
+$3.3M
13,148
增持
VOO
VANGUARD INDEX FDS
+$3.2M
11,080
+93%
增持
VBR
VANGUARD INDEX FDS
+$2.8M
15,213
+1250%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.8M
166,964
+1215%
增持
ORCL
ORACLE CORP
+$2.8M
36,731
+31%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
17,529
增持
SPDW
SPDR INDEX SHS FDS
+$2.7M
399,658
+15%
增持
AMZN
AMAZON COM INC
+$2.7M
75,666
+8%
建仓
SLYV
SPDR SER TR
+$2.6M
30,798
建仓
IWF
ISHARES TR
+$2.6M
6,863
增持
QUAL
ISHARES TR
+$2.6M
104,139
+5%
清仓
ZS
ZSCALER INC
-$2.5M
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$2.4M
10,657
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.4M
8,050
建仓
VEEV
VEEVA SYS INC
+$2.2M
10,161
建仓
—
VIKING HOLDINGS LTD
+$2.2M
56,456
减持
NCNO
NCINO INC
-$2.2M
15,148
-83%
建仓
RBRK
RUBRIK INC.
+$2.1M
56,250
建仓
FICO
FAIR ISAAC CORP
+$2.1M
1,051
增持
VB
VANGUARD INDEX FDS
+$2.1M
37,731
+18%
建仓
NRG
NRG ENERGY INC
+$2.0M
23,288
增持
SHOP
SHOPIFY INC
+$2.0M
63,428
+10%
增持
BKMC
BNY MELLON ETF TRUST
+$2.0M
153,013
+3%
建仓
FNDF
SCHWAB STRATEGIC TR
+$1.9M
54,545
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
170,876
+16%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.9M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.8M
15,834
+692%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
10,488
-22%
清仓
SCHW
SCHWAB CHARLES CORP
-$1.6M
0
-100%
减持
HQY
HEALTHEQUITY INC
+$1.6M
92,417
-3%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.6M
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$1.5M
0
-100%
增持
VGT
VANGUARD WORLD FD
+$1.5M
13,520
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.5M
580,922
+3%
建仓
IMCG
ISHARES TR
+$1.4M
19,558
减持
SRLN
SSGA ACTIVE ETF TR
-$1.4M
6,975
-83%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
14,790
+33%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.4M
108,945
+353%
增持
VO
VANGUARD INDEX FDS
+$1.3M
30,720
+6%
建仓
BUFF
INNOVATOR ETFS TRUST
+$1.3M
28,488
减持
DHR
DANAHER CORPORATION
-$1.3M
7,594
-36%
增持
AVGO
BROADCOM INC
+$1.3M
27,204
+11%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.2M
39,986
+25%
建仓
AXIL
AXIL BRANDS INC
+$1.2M
271,339
清仓
DTI
DRILLING TOOLS INTL CORP
-$1.2M
0
-100%
减持
ADBE
ADOBE INC
-$1.2M
10,578
-15%
建仓
IJH
ISHARES TR
+$1.2M
18,856
增持
UBER
UBER TECHNOLOGIES INC
+$1.2M
43,212
+11%
增持
FREL
FIDELITY COVINGTON TRUST
+$1.2M
148,275
+25%
增持
USIG
ISHARES TR
+$1.1M
73,122
+44%
减持
ABNB
AIRBNB INC
-$1.1M
20,821
-32%
清仓
DXCM
DEXCOM INC
-$1.1M
0
-100%
增持
IGSB
ISHARES TR
+$1.0M
76,173
+35%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.0M
338,824
+3%
增持
WMT
WALMART INC
+$1.0M
63,616
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$975.0K
170,598
+16%
建仓
—
LAM RESEARCH CORP
+$961.3K
13,194
建仓
IWD
ISHARES TR
+$951.4K
4,982
增持
GOVT
ISHARES TR
+$934.4K
183,491
+31%
增持
GOOGL
ALPHABET INC
+$909.3K
18,192
+41%
增持
SPHY
SPDR SER TR
+$870.5K
225,362
+17%
建仓
AVDV
AMERICAN CENTY ETF TR
+$866.9K
12,873
增持
IHDG
WISDOMTREE TR
+$822.4K
145,961
+8%
清仓
XLF
SELECT SECTOR SPDR TR
-$820.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$807.8K
10,258
+7%
增持
PYPL
PAYPAL HLDGS INC
+$785.2K
26,289
+19%
清仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$774.6K
0
-100%
增持
CSCO
CISCO SYS INC
+$766.4K
55,823
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$764.6K
26,526
+79%
减持
PANW
PALO ALTO NETWORKS INC
+$762.9K
14,722
-4%
增持
LLY
ELI LILLY & CO
+$747.4K
4,683
+4%
建仓
—
VERONA PHARMA PLC
+$742.4K
21,254
增持
MA
MASTERCARD INCORPORATED
+$732.1K
8,047
+5%
建仓
ICF
ISHARES TR
+$718.0K
10,944
增持
—
EXXON MOBIL CORP
+$717.9K
20,253
+35%
增持
BIL
SPDR SER TR
+$712.1K
23,165
+50%
增持
ISRG
INTUITIVE SURGICAL INC
+$707.2K
3,997
+30%
增持
BND
VANGUARD BD INDEX FDS
+$704.3K
156,934
+8%
建仓
NVS
NOVARTIS AG
+$703.6K
6,168
增持
—
HERBALIFE LTD
+$702.3K
159,499
+271%
增持
LOW
LOWES COS INC
+$697.0K
9,738
+19%
减持
DFAR
DIMENSIONAL ETF TRUST
+$676.8K
329,062
-0%
增持
GGAL
GRUPO FINANCIERO GALICIA S.A
+$676.4K
27,819
+5%
增持
SPSM
SPDR SER TR
+$668.9K
177,364
+2%
增持
BX
BLACKSTONE INC
+$668.9K
13,150
+12%
减持
PULS
PGIM ETF TR
-$659.9K
74,742
-15%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$640.5K
34,790
建仓
GLD
SPDR GOLD TR
+$631.7K
2,518
减持
WM
WASTE MGMT INC DEL
-$627.4K
11,112
-25%
建仓
EPAM
EPAM SYS INC
+$627.0K
3,246
增持
V
VISA INC
+$623.8K
14,745
+6%
建仓
VTV
VANGUARD INDEX FDS
+$616.2K
3,512
建仓
AVLV
AMERICAN CENTY ETF TR
+$613.6K
9,252
增持
QQQ
INVESCO QQQ TR
+$611.4K
5,783
+14%
减持
NOW
SERVICENOW INC
+$579.8K
6,489
-5%
清仓
KOF
COCA-COLA FEMSA SAB DE CV
-$559.7K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$556.8K
3,999
+26%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$554.9K
110,517
+29%
增持
ATO
ATMOS ENERGY CORP
+$553.2K
17,425
+14%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$536.9K
49,822
+33%
增持
—
ARISTA NETWORKS INC
+$528.7K
6,655
+0%
减持
DFSD
DIMENSIONAL ETF TRUST
-$527.6K
91,324
-11%
增持
VNQ
VANGUARD INDEX FDS
+$523.2K
14,808
+45%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$516.6K
7,054
+16%
减持
SHY
ISHARES TR
-$516.2K
8,493
-42%
减持
AXP
AMERICAN EXPRESS CO
-$515.5K
11,061
-29%
增持
MSCI
MSCI INC
+$513.7K
2,166
+44%
减持
COST
COSTCO WHSL CORP NEW
+$511.0K
7,835
-4%
清仓
ET
ENERGY TRANSFER L P
-$509.4K
0
-100%
清仓
SNFCA
SECURITY NATL FINL CORP
-$487.5K
0
-100%
增持
ABBV
ABBVIE INC
+$484.9K
15,795
+17%
增持
SYK
STRYKER CORPORATION
+$484.6K
8,832
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$468.0K
81,790
+7%
减持
JNK
SPDR SER TR
-$463.8K
27,918
-17%
增持
APD
AIR PRODS & CHEMS INC
+$459.5K
5,574
+14%
清仓
TRGP
TARGA RES CORP
-$457.2K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$452.2K
1,165
增持
SHYG
ISHARES TR
+$450.7K
42,555
+30%
建仓
CVLT
COMMVAULT SYS INC
+$447.0K
3,380
清仓
MINT
PIMCO ETF TR
-$447.0K
0
-100%
增持
ESS
ESSEX PPTY TR INC
+$444.1K
7,604
+13%
增持
QFIN
QIFU TECHNOLOGY INC
+$443.8K
28,389
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$443.6K
10,774
-1%
增持
CVX
CHEVRON CORP NEW
+$441.5K
20,164
+13%
增持
BMA
BANCO MACRO SA
+$438.9K
16,657
+4%
增持
MC
MOELIS & CO
+$436.4K
29,756
+11%
