小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 112
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$19.6M
239,615
+8%
增持
NOW
SERVICENOW INC
+$15.0M
24,271
+299%
增持
SPYG
SPDR SERIES TRUST
+$13.7M
576,325
+7%
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。
建仓
STGW
STAGWELL INC
+$9.7M
1,750,000
增持
SPYV
SPDR SERIES TRUST
+$9.0M
910,472
+12%
增持
META
META PLATFORMS INC
+$7.6M
28,345
+6%
增持
MSFT
MICROSOFT CORP
+$7.4M
49,308
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$7.3M
75,056
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
+$6.5M
1,195,351
-2%
减持
ORCL
ORACLE CORP
+$5.3M
47,736
-2%
增持
AVGO
BROADCOM INC
+$5.0M
39,190
+3%
增持
SPDW
SPDR INDEX SHS FDS
+$4.6M
738,789
+8%
增持
AMZN
AMAZON COM INC
+$4.6M
107,864
+5%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
34,877
+4%
增持
GOOG
ALPHABET INC
+$3.1M
54,552
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.9M
33,706
+8%
增持
AAPL
APPLE INC
+$2.8M
105,600
+4%
增持
LRCX
LAM RESEARCH CORP
+$2.7M
66,446
+10%
增持
FIX
COMFORT SYS USA INC
+$2.5M
6,588
+19%
增持
MC
MOELIS & CO
+$2.5M
89,189
+17%
增持
SGOV
ISHARES TR
+$2.5M
69,484
+55%
增持
SHOP
SHOPIFY INC
+$2.4M
45,968
+1%
增持
ANET
ARISTA NETWORKS INC
+$2.3M
35,556
+6%
增持
QUAL
ISHARES TR
+$2.3M
113,242
+1%
增持
BKMC
BNY MELLON ETF TRUST
+$2.2M
158,206
+3%
增持
QQQ
INVESCO QQQ TR
+$2.2M
17,138
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.0M
250,151
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
30,845
+8%
增持
SPHY
SPDR SERIES TRUST
+$1.9M
500,765
+17%
增持
BX
BLACKSTONE INC
+$1.9M
32,877
+14%
增持
APP
APPLOVIN CORP
+$1.8M
9,431
+5%
增持
BIL
SPDR SERIES TRUST
+$1.8M
52,087
+60%
增持
CMI
CUMMINS INC
+$1.8M
11,632
+19%
减持
BMA
BANCO MACRO SA
-$1.8M
3,541
-84%
增持
VST
VISTRA CORP
+$1.7M
20,717
+3%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.7M
698,569
+12%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
97,781
+8%
增持
NRG
NRG ENERGY INC
+$1.7M
33,175
+4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.7M
751,401
+11%
减持
BND
VANGUARD BD INDEX FDS
-$1.7M
105,833
-18%
增持
CSCO
CISCO SYS INC
+$1.7M
93,575
+7%
减持
—
VERONA PHARMA PLC
-$1.7M
4,473
-85%
增持
CELH
CELSIUS HLDGS INC
+$1.7M
79,086
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
348,620
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
23,023
+5%
建仓
GFI
GOLD FIELDS LTD
+$1.6M
50,888
增持
ELF
E L F BEAUTY INC
+$1.6M
25,079
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
16,518
+18%
增持
DIS
DISNEY WALT CO
+$1.4M
48,709
+9%
增持
VB
VANGUARD INDEX FDS
+$1.4M
43,109
+2%
增持
—
VIKING HOLDINGS LTD
+$1.4M
65,247
+6%
增持
PEP
PEPSICO INC
+$1.3M
49,318
+12%
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$1.3M
20,556
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
56,782
+5%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$1.3M
37,311
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.3M
7,379
+12%
清仓
—
MANAGED PORTFOLIO SERIES
-$1.3M
0
-100%
增持
LLY
ELI LILLY & CO
-$1.3M
7,223
+8%
清仓
—
UBS GROUP AG
-$1.3M
0
-100%
增持
EMR
EMERSON ELEC CO
+$1.3M
32,922
+11%
建仓
KEP
KOREA ELEC PWR CORP
+$1.2M
87,481
增持
BAC
BANK AMERICA CORP
+$1.2M
115,208
+8%
建仓
HWKN
HAWKINS INC
+$1.2M
6,606
增持
CVX
CHEVRON CORP NEW
+$1.2M
40,097
+12%
减持
GOOGL
ALPHABET INC
+$1.2M
28,827
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
141,812
-14%
增持
PLTU
DIREXION SHS ETF TR
+$1.2M
15,000
+50%
增持
HD
HOME DEPOT INC
+$1.2M
14,970
+13%
增持
INTU
INTUIT
+$1.2M
7,629
+11%
增持
CW
CURTISS WRIGHT CORP
+$1.1M
4,958
+25%
建仓
YSG
YATSEN HLDG LTD
+$1.1M
122,284
增持
SCHA
SCHWAB STRATEGIC TR
+$1.1M
309,945
+1%
减持
RUN
SUNRUN INC
+$1.1M
278,310
-1%
增持
SNOW
SNOWFLAKE INC
+$1.1M
26,471
+6%
增持
USIG
ISHARES TR
+$1.1M
160,202
+14%
增持
VO
VANGUARD INDEX FDS
+$1.1M
34,120
+1%
清仓
—
MAKEMYTRIP LIMITED MAURITIUS
-$1.1M
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$1.0M
15,874
+21%
减持
VGT
VANGUARD WORLD FD
+$1.0M
6,578
-0%
增持
PULS
PGIM ETF TR
+$1.0M
150,859
+16%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
169,398
+3%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.0M
306,743
+17%
增持
ATO
ATMOS ENERGY CORP
+$1.0M
40,564
+13%
清仓
—
AZEK CO INC
-$997.7K
0
-100%
减持
RTX
RTX CORPORATION
+$975.5K
33,824
-1%
增持
—
AMCOR PLC
+$961.0K
487,062
+20%
增持
EMBJ
EMBRAER S.A.
+$957.7K
50,440
+15%
增持
EDGI
ADVISORS INNER CIRCLE FD II
+$944.4K
45,956
+298%
减持
DFAR
DIMENSIONAL ETF TRUST
-$940.4K
238,937
-14%
增持
ABBV
ABBVIE INC
+$927.9K
32,858
+14%
增持
—
MEDTRONIC PLC
+$917.4K
57,126
+11%
减持
EDGF
ADVISORS INNER CIRCLE FD II
-$909.1K
13,304
-73%
增持
JNJ
JOHNSON & JOHNSON
+$884.3K
25,880
+12%
增持
IHDG
WISDOMTREE TR
+$876.2K
263,672
+3%
增持
COST
COSTCO WHSL CORP NEW
+$871.3K
11,585
+8%
增持
UBER
UBER TECHNOLOGIES INC
+$869.5K
50,280
+7%
增持
MCO
MOODYS CORP
+$859.2K
9,115
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$852.9K
11,572
+22%
清仓
PSO
PEARSON PLC
-$851.3K
0
-100%
减持
NVDL
GRANITESHARES ETF TR
+$842.4K
15,001
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$817.2K
51,478
-24%
增持
TEM
TEMPUS AI INC
+$816.3K
56,288
+5%
增持
FUTU
FUTU HLDGS LTD
+$807.6K
8,879
+24%
增持
—
NVENT ELECTRIC PLC
+$799.3K
17,034
+22%
增持
SE
SEA LTD
+$792.5K
13,229
+17%
增持
RBRK
RUBRIK INC.
+$776.4K
36,269
+6%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$770.8K
18,119
增持
WMT
WALMART INC
+$768.7K
66,105
+4%
增持
MA
MASTERCARD INCORPORATED
+$762.7K
11,519
+6%
建仓
MP
MP MATERIALS CORP
+$758.7K
10,123
减持
SPSM
SPDR SERIES TRUST
+$757.6K
161,383
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$735.9K
35,119
+74%
增持
NET
CLOUDFLARE INC
+$733.2K
5,667
+68%
减持
MSTR
MICROSTRATEGY INC
-$716.0K
2,468
-44%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$709.4K
45,223
-21%
减持
—
SILA REALTY TRUST INC
-$703.3K
93,933
-22%
增持
GOVT
ISHARES TR
+$695.8K
348,917
+10%
增持
PYPL
PAYPAL HLDGS INC
+$694.6K
68,616
+15%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$680.9K
122,665
+9%
增持
—
CYBERARK SOFTWARE LTD
+$660.8K
4,767
+26%
增持
TIGR
UP FINTECH HLDG LTD
+$660.4K
177,706
+29%
增持
MEDP
MEDPACE HLDGS INC
+$658.4K
3,011
+27%
增持
CME
CME GROUP INC
+$652.2K
22,344
+10%
增持
VNET
VNET GROUP INC
+$650.1K
194,664
+27%
增持
QCOM
QUALCOMM INC
+$649.8K
29,291
+12%
减持
PECO
PHILLIPS EDISON & CO INC
-$647.7K
57,825
-22%
增持
VEEV
VEEVA SYS INC
+$632.4K
11,399
+5%
清仓
TCOM
TRIP COM GROUP LTD
-$631.4K
0
-100%
增持
PTC
PTC INC
+$623.7K
7,326
+29%
增持
BCS
BARCLAYS PLC
+$618.8K
91,354
+18%
增持
GD
GENERAL DYNAMICS CORP
+$615.9K
10,188
+7%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$611.0K
146,215
+16%
增持
EW
EDWARDS LIFESCIENCES CORP
+$609.0K
53,510
+16%
增持
—
HERBALIFE LTD
+$608.8K
275,324
+2%
增持
HQY
HEALTHEQUITY INC
+$608.4K
90,523
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$601.8K
153,566
+9%
增持
PKG
PACKAGING CORP AMER
+$599.5K
46,060
+0%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$586.1K
5,710
减持
TIP
ISHARES TR
-$582.7K
5,363
-50%
增持
RMBS
RAMBUS INC DEL
+$582.3K
16,279
+21%
清仓
TLT
ISHARES TR
-$577.6K
0
-100%
增持
VMI
VALMONT INDS INC
+$575.8K
3,712
+32%
增持
SCHO
SCHWAB STRATEGIC TR
+$560.6K
486,704
+5%
增持
—
STERIS PLC
+$559.1K
9,070
+23%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$557.3K
23,818
增持
AXP
AMERICAN EXPRESS CO
+$542.1K
11,783
+4%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$536.8K
107,728
+12%
增持
DOMO
DOMO INC
+$535.6K
48,932
+111%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$530.8K
15,868
+11%
增持
BUFB
INNOVATOR ETFS TRUST
+$526.7K
145,732
+0%
