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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 26
增持 95
减持 20
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$13.0M
429,490
+46%
增持
VOO
VANGUARD INDEX FDS
+$12.1M
33,663
+204%
增持
NVDA
NVIDIA CORPORATION
+$10.0M
220,962
+54%
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。
增持
SPY
SPDR S&P 500 ETF TR
+$9.9M
73,811
+29%
增持
AAPL
APPLE INC
+$9.2M
100,959
+58%
增持
SPYV
SPDR SER TR
+$8.3M
644,421
+42%
增持
META
META PLATFORMS INC
+$8.0M
25,040
+90%
增持
AMZN
AMAZON COM INC
+$7.6M
98,519
+30%
增持
QQQ
INVESCO QQQ TR
+$6.2M
17,750
+207%
增持
SPDW
SPDR INDEX SHS FDS
+$5.1M
573,771
+44%
增持
MSFT
MICROSOFT CORP
+$4.8M
44,834
+36%
增持
TSLA
TESLA INC
+$4.7M
24,950
+4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.6M
657,490
+50%
增持
GOOG
ALPHABET INC
+$4.1M
47,158
+56%
建仓
LRCX
LAM RESEARCH CORP
+$3.8M
51,486
建仓
ANET
ARISTA NETWORKS INC
+$3.6M
31,634
增持
AVGO
BROADCOM INC
+$3.4M
36,000
+32%
增持
CME
CME GROUP INC
+$3.2M
15,164
+1159%
增持
CRM
SALESFORCE INC
+$2.9M
23,680
+45%
增持
XLK
SELECT SECTOR SPDR TR
+$2.8M
23,028
+116%
增持
PANW
PALO ALTO NETWORKS INC
+$2.8M
46,723
+217%
增持
GOOGL
ALPHABET INC
+$2.8M
29,871
+64%
清仓
—
ARISTA NETWORKS INC
-$2.6M
0
-100%
增持
V
VISA INC
+$2.4M
21,449
+45%
增持
SPHY
SPDR SER TR
+$2.4M
330,826
+47%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.4M
8,063
+102%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$2.3M
74,247
增持
COST
COSTCO WHSL CORP NEW
+$2.3M
10,007
+28%
减持
XHLF
BONDBLOXX ETF TRUST
-$2.3M
118,113
-28%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.2M
9,773
+161%
增持
JPM
JPMORGAN CHASE & CO.
+$2.2M
24,199
+50%
增持
MC
MOELIS & CO
+$2.2M
58,976
+98%
减持
NVO
NOVO-NORDISK A S
-$2.0M
24,693
-31%
增持
INTU
INTUIT
+$1.9M
5,929
+102%
减持
BKMC
BNY MELLON ETF TRUST
-$1.9M
135,078
-12%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.9M
478,389
-13%
增持
DIS
DISNEY WALT CO
+$1.9M
38,367
+60%
增持
PYPL
PAYPAL HLDGS INC
+$1.9M
47,864
+82%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.8M
14,063
增持
HD
HOME DEPOT INC
+$1.7M
17,153
+38%
增持
CSCO
CISCO SYS INC
+$1.7M
82,998
+49%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.7M
11,831
+47%
增持
SHOP
SHOPIFY INC
+$1.7M
64,952
+2%
增持
USIG
ISHARES TR
+$1.6M
108,394
+48%
增持
CVX
CHEVRON CORP NEW
+$1.6M
30,483
+51%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.6M
11,282
+103%
增持
ATO
ATMOS ENERGY CORP
+$1.6M
29,813
+71%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.6M
1,204,295
-4%
增持
RBRK
RUBRIK INC.
+$1.5M
57,499
+2%
增持
ABBV
ABBVIE INC
+$1.5M
25,635
+62%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.5M
181,515
+64%
增持
GOVT
ISHARES TR
+$1.5M
255,636
+39%
增持
BX
BLACKSTONE INC
+$1.5M
22,345
+70%
增持
PULS
PGIM ETF TR
+$1.5M
104,586
+40%
增持
—
ACCENTURE PLC IRELAND
+$1.5M
15,022
+46%
建仓
MSTR
MICROSTRATEGY INC
+$1.4M
4,387
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.4M
37,441
+100%
增持
MCD
MCDONALDS CORP
+$1.4M
12,145
+81%
增持
ESS
ESSEX PPTY TR INC
+$1.4M
13,528
+78%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
5,052
-67%
增持
ZTS
ZOETIS INC
+$1.4M
25,224
+73%
增持
ABNB
AIRBNB INC
+$1.4M
31,682
+52%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.3M
644,446
+12%
增持
WMT
WALMART INC
+$1.3M
70,815
+11%
增持
APD
AIR PRODS & CHEMS INC
+$1.3M
10,490
+88%
增持
—
AMCOR PLC
+$1.3M
318,849
+101%
增持
PEP
PEPSICO INC
+$1.2M
35,395
+61%
减持
SPSM
SPDR SER TR
-$1.2M
151,012
-15%
建仓
ACWX
ISHARES TR
+$1.2M
22,826
增持
BAC
BANK AMERICA CORP
+$1.2M
77,379
+41%
减持
HQY
HEALTHEQUITY INC
+$1.2M
92,322
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
13,815
+28%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
10,453
+30%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.1M
324,288
-1%
建仓
EDGU
ADVISORS INNER CIRCLE FD II
+$1.1M
45,793
减持
RUN
SUNRUN INC
-$1.1M
242,385
-6%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.1M
75,364
+51%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
11,817
+68%
减持
NKE
NIKE INC
-$1.0M
3,381
-79%
增持
CMCSA
COMCAST CORP NEW
+$1.0M
84,821
+73%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.0M
7,408
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
179,960
-10%
增持
QCOM
QUALCOMM INC
+$1.0M
21,041
+54%
建仓
NVDL
GRANITESHARES ETF TR
+$1.0M
15,000
建仓
SE
SEA LTD
+$994.8K
9,186
增持
VZ
VERIZON COMMUNICATIONS INC
+$974.7K
118,494
+45%
增持
BMA
BANCO MACRO SA
+$972.3K
18,922
+14%
清仓
—
LAM RESEARCH CORP
-$961.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$957.7K
21,509
+49%
增持
ORCL
ORACLE CORP
+$939.2K
47,231
+29%
建仓
BMI
BADGER METER INC
+$936.3K
4,509
增持
GGAL
GRUPO FINANCIERO GALICIA S.A
+$930.6K
32,128
+15%
增持
—
EXXON MOBIL CORP
+$907.3K
31,378
+55%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$878.7K
5,072
增持
JNJ
JOHNSON & JOHNSON
+$855.2K
19,691
+68%
减持
FREL
FIDELITY COVINGTON TRUST
-$846.4K
134,073
-10%
增持
—
MEDTRONIC PLC
+$846.2K
45,804
+48%
增持
UNP
UNION PAC CORP
+$845.1K
10,451
+67%
增持
PM
PHILIP MORRIS INTL INC
+$839.0K
31,256
+46%
增持
KO
COCA COLA CO
+$834.8K
43,947
+62%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$818.3K
100,648
增持
MKC
MCCORMICK & CO INC
+$816.9K
28,249
+87%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$813.0K
207,111
+21%
增持
NOW
SERVICENOW INC
+$801.6K
6,531
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$796.5K
1,422
建仓
INFY
INFOSYS LTD
+$786.9K
34,667
增持
VEA
VANGUARD TAX-MANAGED FDS
+$779.5K
26,808
+174%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$778.9K
11,580
增持
IWF
ISHARES TR
+$772.0K
8,466
+23%
增持
FIX
COMFORT SYS USA INC
+$764.8K
4,081
+63%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$728.0K
4,000
增持
SNPS
SYNOPSYS INC
+$723.0K
2,133
+221%
增持
DFAC
DIMENSIONAL ETF TRUST
+$721.3K
532,854
+5%
增持
PAM
PAMPA ENERGIA S A
+$709.8K
18,081
+20%
减持
TLT
ISHARES TR
-$701.5K
4,587
-61%
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$691.1K
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$688.8K
45,672
+48%
减持
UBER
UBER TECHNOLOGIES INC
-$684.0K
41,923
-3%
建仓
KT
KT CORP
+$683.9K
43,926
增持
WFC
WELLS FARGO CO NEW
+$682.2K
31,350
+34%
清仓
—
FIVERR INTL LTD
-$674.6K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$670.8K
151,813
-3%
建仓
TIGR
UP FINTECH HLDG LTD
+$661.8K
114,899
建仓
CL
COLGATE PALMOLIVE CO
+$650.0K
7,527
建仓
—
TIDAL TR II
+$646.2K
15,000
减持
JNK
SPDR SER TR
-$645.5K
21,402
-23%
建仓
EDGF
ADVISORS INNER CIRCLE FD II
+$644.6K
26,362
增持
DBEF
DBX ETF TR
+$630.1K
115,340
+15%
增持
VUG
VANGUARD INDEX FDS
+$624.5K
2,643
+127%
减持
YPF
YPF SOCIEDAD ANONIMA
+$623.7K
43,987
-23%
增持
VTV
VANGUARD INDEX FDS
+$623.0K
7,388
+110%
增持
IWM
ISHARES TR
+$598.0K
3,710
+294%
减持
DFCF
DIMENSIONAL ETF TRUST
-$588.8K
279,994
-2%
清仓
—
TSAKOS ENERGY NAVIGATION LTD
-$587.3K
0
-100%
增持
MRK
MERCK & CO INC
+$581.3K
20,295
+51%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$581.1K
73,000
清仓
—
NXP SEMICONDUCTORS N V
-$581.0K
0
-100%
建仓
TCOM
TRIP COM GROUP LTD
+$574.6K
9,099
清仓
TME
TENCENT MUSIC ENTMT GROUP
-$569.6K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$563.5K
33,230
+8%
增持
BIL
SPDR SER TR
+$555.2K
29,271
+26%
增持
WSM
WILLIAMS SONOMA INC
+$554.2K
5,119
+56%
建仓
EDGH
ADVISORS INNER CIRCLE FD II
+$554.0K
22,657
增持
AMD
ADVANCED MICRO DEVICES INC
+$552.5K
27,860
+59%
清仓
—
LOGITECH INTL S A
-$548.3K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$544.9K
21,234
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$537.0K
5,406
清仓
—
CATALENT INC
-$529.9K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
-$528.4K
345,245
+2%
增持
IUSG
ISHARES TR
+$523.8K
5,462
+211%
