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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 83
减持 34
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$7.4M
811,325
+26%
增持
SPDW
SPDR INDEX SHS FDS
+$6.6M
686,764
+20%
增持
SPYG
SPDR SER TR
+$6.5M
538,146
+25%
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
NVDA
NVIDIA CORPORATION
-$5.8M
222,401
+1%
减持
TSLA
TESLA INC
-$5.7M
14,351
-42%
减持
VGT
VANGUARD WORLD FD
-$4.9M
6,599
-53%
增持
SGOV
ISHARES TR
+$4.2M
44,920
+1432%
增持
IHDG
WISDOMTREE TR
+$4.1M
255,079
+64%
建仓
SNOW
SNOWFLAKE INC
+$4.0M
25,059
建仓
MCO
MOODYS CORP
+$3.8M
8,601
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.7M
451,473
-15%
建仓
TEM
TEMPUS AI INC
+$2.9M
53,746
增持
EMR
EMERSON ELEC CO
+$2.9M
29,704
+1515%
增持
CMI
CUMMINS INC
+$2.7M
9,809
+1519%
建仓
VST
VISTRA CORP
+$2.6M
20,126
建仓
APP
APPLOVIN CORP
+$2.6M
9,009
减持
CMCSA
COMCAST CORP NEW
-$2.5M
15,852
-81%
增持
IGSB
ISHARES TR
+$2.5M
124,580
+59%
增持
AAPL
APPLE INC
-$2.5M
101,414
+0%
建仓
TDG
TRANSDIGM GROUP INC
+$2.5M
1,767
建仓
CBOE
CBOE GLOBAL MKTS INC
+$2.5M
11,381
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
9,481
-22%
减持
SHOP
SHOPIFY INC
-$2.3M
45,315
-30%
增持
AMZN
AMAZON COM INC
-$2.2M
103,116
+5%
增持
SPHY
SPDR SER TR
+$2.2M
426,477
+29%
增持
DFAU
DIMENSIONAL ETF TRUST
-$2.2M
1,216,176
+1%
建仓
DXJ
WISDOMTREE TR
+$2.2M
19,980
减持
HON
HONEYWELL INTL INC
-$2.2M
2,533
-80%
增持
CME
CME GROUP INC
+$2.0M
20,238
+33%
清仓
MKC
MCCORMICK & CO INC
-$2.0M
0
-100%
减持
PKG
PACKAGING CORP AMER
-$1.9M
46,051
-0%
减持
HD
HOME DEPOT INC
-$1.9M
13,265
-23%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
238,438
+15%
增持
SPY
SPDR S&P 500 ETF TR
-$1.9M
73,902
+0%
增持
PM
PHILIP MORRIS INTL INC
+$1.9M
32,428
+4%
清仓
XLI
SELECT SECTOR SPDR TR
-$1.8M
0
-100%
增持
USIG
ISHARES TR
+$1.8M
140,754
+30%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.7M
312,982
+12%
增持
ATO
ATMOS ENERGY CORP
+$1.6M
35,821
+20%
增持
GOVT
ISHARES TR
+$1.6M
316,019
+24%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.6M
261,073
+44%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
140,628
+19%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
11,012
+13%
减持
HQY
HEALTHEQUITY INC
-$1.5M
90,354
-2%
减持
FALN
ISHARES TR
-$1.4M
121,249
-29%
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
128,884
-15%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
54,114
+16%
增持
PULS
PGIM ETF TR
+$1.3M
130,381
+25%
增持
CELH
CELSIUS HLDGS INC
+$1.3M
75,207
+44%
减持
QQQ
INVESCO QQQ TR
-$1.3M
16,294
-8%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
10,702
+7%
减持
RBRK
RUBRIK INC.
-$1.2M
34,323
-40%
增持
LLY
ELI LILLY & CO
+$1.2M
6,680
+14%
增持
AMGN
AMGEN INC
+$1.2M
10,373
+52%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
28,621
+18%
增持
ABBV
ABBVIE INC
+$1.1M
28,934
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
13,510
-2%
减持
ADBE
ADOBE INC
-$1.1M
11,396
-13%
减持
GOOGL
ALPHABET INC
-$1.1M
29,088
-3%
增持
SAP
SAP SE
+$1.1M
14,242
+16%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.1M
95,976
+27%
增持
NRG
NRG ENERGY INC
+$1.1M
31,802
+31%
建仓
—
MAKEMYTRIP LIMITED MAURITIUS
+$1.1M
10,096
增持
GOOG
ALPHABET INC
-$1.1M
49,681
+5%
增持
IMCG
ISHARES TR
+$1.0M
38,573
+65%
清仓
WSM
WILLIAMS SONOMA INC
-$1.0M
0
-100%
建仓
—
ASCENDIS PHARMA A/S
+$998.5K
5,994
增持
KO
COCA COLA CO
+$995.4K
50,853
+16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$987.3K
14,280
+27%
增持
ESS
ESSEX PPTY TR INC
+$984.8K
16,947
+25%
增持
—
VERONA PHARMA PLC
+$983.4K
29,338
+14%
减持
DFAI
DIMENSIONAL ETF TRUST
+$979.9K
562,023
-6%
增持
MCD
MCDONALDS CORP
+$979.2K
14,016
+15%
增持
UBER
UBER TECHNOLOGIES INC
+$977.0K
47,125
+12%
减持
NOW
SERVICENOW INC
-$954.6K
6,085
-7%
建仓
NOK
NOKIA CORP
+$910.1K
183,109
增持
ANET
ARISTA NETWORKS INC
-$908.2K
33,555
+6%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$907.9K
59,166
+30%
建仓
DUOL
DUOLINGO INC
+$900.8K
2,339
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$895.4K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$883.3K
11,625
-2%
建仓
VNET
VNET GROUP INC
+$868.3K
153,406
建仓
PSO
PEARSON PLC
+$851.3K
53,848
增持
SHY
ISHARES TR
+$851.3K
21,628
+87%
增持
PEP
PEPSICO INC
+$847.7K
43,902
+24%
清仓
DFSB
DIMENSIONAL ETF TRUST
-$846.7K
0
-100%
增持
—
EXXON MOBIL CORP
+$842.3K
38,624
+23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$840.8K
13,953
+20%
减持
XLV
SELECT SECTOR SPDR TR
-$825.2K
1,503
-80%
增持
AVGO
BROADCOM INC
-$807.6K
38,016
+6%
增持
VOO
VANGUARD INDEX FDS
-$807.1K
33,691
+0%
减持
DFAR
DIMENSIONAL ETF TRUST
-$802.3K
278,425
-14%
增持
HMY
HARMONY GOLD MINING CO LTD
+$798.9K
112,927
+10%
增持
—
AMCOR PLC
+$797.2K
407,031
+28%
增持
JNJ
JOHNSON & JOHNSON
+$789.8K
23,008
+17%
清仓
INFY
INFOSYS LTD
-$786.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$784.0K
17,574
+13%
清仓
—
SUMMIT MATLS INC
-$779.3K
0
-100%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$768.1K
678,522
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$758.6K
45,982
+23%
增持
BAC
BANK AMERICA CORP
+$757.9K
106,239
+37%
清仓
IUSG
ISHARES TR
-$756.9K
0
-100%
清仓
NVS
NOVARTIS AG
-$717.3K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$710.2K
21,790
-12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$707.3K
165,276
-8%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$704.3K
20,176
清仓
ING
ING GROEP N.V.
-$698.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$696.4K
21,864
-5%
减持
EDGU
ADVISORS INNER CIRCLE FD II
-$696.4K
18,302
-60%
清仓
DFSU
DIMENSIONAL ETF TRUST
-$695.9K
0
-100%
增持
—
AON PLC
+$695.0K
3,030
+190%
增持
BKMC
BNY MELLON ETF TRUST
+$693.6K
153,395
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$681.8K
6,869
+24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$673.4K
46,822
+40%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$672.1K
3,646
-11%
建仓
RMBS
RAMBUS INC DEL
+$662.1K
13,439
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$655.0K
56,914
-19%
增持
ELF
E L F BEAUTY INC
+$653.1K
21,465
+293%
减持
VTIP
VANGUARD MALVERN FDS
-$650.0K
67,900
-19%
增持
—
MEDTRONIC PLC
+$648.2K
51,333
+12%
增持
—
HERBALIFE LTD
+$647.4K
270,601
+41%
增持
UNP
UNION PAC CORP
+$644.5K
13,975
+34%
建仓
KC
KINGSOFT CLOUD HLDGS LTD
+$640.8K
51,591
增持
SBUX
STARBUCKS CORP
+$634.2K
11,908
+192%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$628.3K
23,245
-11%
减持
V
VISA INC
+$624.4K
21,154
-1%
增持
MRK
MERCK & CO INC
+$623.0K
31,134
+53%
增持
EDGF
ADVISORS INNER CIRCLE FD II
+$595.1K
49,736
+89%
减持
AXIL
AXIL BRANDS INC
+$593.5K
264,476
-3%
增持
META
META PLATFORMS INC
-$593.4K
26,743
+7%
增持
RELX
RELX PLC
+$591.8K
47,917
+12%
建仓
CART
MAPLEBEAR INC
+$584.1K
14,668
增持
INTU
INTUIT
+$582.5K
6,866
+16%
增持
MA
MASTERCARD INCORPORATED
+$576.0K
10,842
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$573.5K
15,827
+271%
清仓
KBR
KBR INC
-$563.9K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$553.1K
13,524
+0%
增持
QCOM
QUALCOMM INC
+$550.0K
26,232
+25%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$545.3K
12,776
+31%
增持
EMBJ
EMBRAER S.A.
+$539.1K
43,950
+13%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$533.1K
112,171
+9%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$525.3K
23,119
建仓
IDXX
IDEXX LABS INC
+$518.2K
1,186
减持
JNK
SPDR SER TR
-$516.6K
15,995
-25%
增持
SE
SEA LTD
+$516.1K
11,282
+23%
增持
ZTS
ZOETIS INC
+$515.5K
29,821
+18%
减持
WMT
WALMART INC
-$504.7K
63,318
-11%
增持
—
SILA REALTY TRUST INC
+$503.3K
120,335
+8%
建仓
PLTU
DIREXION SHS ETF TR
+$489.0K
10,000
增持
APD
AIR PRODS & CHEMS INC
+$485.6K
13,140
+25%
