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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 89
减持 38
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SERIES TRUST
+$8.3M
1,023,271
+12%
增持
SPYG
SPDR SERIES TRUST
+$7.4M
600,237
+4%
增持
RUN
SUNRUN INC
+$5.6M
439,553
+58%
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
AAPL
APPLE INC
+$5.3M
109,892
+4%
减持
NVDA
NVIDIA CORPORATION
+$4.4M
233,345
-3%
减持
GOOG
ALPHABET INC
+$4.3M
54,347
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$3.9M
793,063
+7%
建仓
FTNT
FORTINET INC
+$3.8M
43,802
增持
AMZN
AMAZON COM INC
+$3.8M
108,964
+1%
减持
LRCX
LAM RESEARCH CORP
+$3.6M
65,757
-1%
增持
META
META PLATFORMS INC
-$3.5M
29,592
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
75,493
+1%
建仓
OWL
BLUE OWL CAPITAL INC
+$3.1M
194,019
增持
AVGO
BROADCOM INC
+$3.1M
42,448
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
34,657
+3%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
37,259
+7%
增持
PANW
PALO ALTO NETWORKS INC
+$2.6M
51,635
+4%
增持
SNOW
SNOWFLAKE INC
+$2.5M
27,489
+4%
建仓
O
REALTY INCOME CORP
+$2.3M
39,928
减持
GOOGL
ALPHABET INC
+$2.2M
28,462
-1%
减持
PG
PROCTER AND GAMBLE CO
-$2.1M
13,479
-49%
增持
LLY
ELI LILLY & CO
+$2.0M
7,414
+3%
减持
GGAL
GRUPO FINANCIERO GALICIA S.A
-$1.9M
4,791
-89%
减持
MRK
MERCK & CO INC
-$1.9M
13,731
-64%
建仓
—
CHINA YUCHAI INTL LTD
+$1.9M
50,099
减持
BX
BLACKSTONE INC
-$1.8M
27,267
-17%
减持
YPF
YPF SOCIEDAD ANONIMA
-$1.7M
8,283
-86%
增持
IVV
ISHARES TR
+$1.7M
4,553
+103%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.7M
12,547
+4%
增持
APP
APPLOVIN CORP
+$1.6M
9,518
+1%
清仓
QFIN
QIFU TECHNOLOGY INC
-$1.6M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$1.5M
83,878
-21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
19,811
+3%
减持
PAM
PAMPA ENERGIA S A
-$1.5M
2,966
-87%
建仓
BVN
COMPANIA DE MINAS BUENAVENTU
+$1.4M
65,934
建仓
SBSW
SIBANYE STILLWATER LTD
+$1.4M
137,929
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
258,540
+3%
增持
TEM
TEMPUS AI INC
+$1.4M
57,952
+3%
增持
QUAL
ISHARES TR
+$1.4M
115,325
+2%
减持
TSLA
TESLA INC
+$1.3M
11,625
-4%
减持
NOW
SERVICENOW INC
+$1.3M
24,056
-1%
建仓
CX
CEMEX SAB DE CV
+$1.3M
125,072
减持
RELX
RELX PLC
-$1.3M
32,402
-43%
增持
USIG
ISHARES TR
+$1.2M
182,998
+14%
增持
CRM
SALESFORCE INC
+$1.2M
30,741
+4%
建仓
VIV
TELEFONICA BRASIL SA
+$1.2M
98,588
增持
SCHR
SCHWAB STRATEGIC TR
+$1.2M
741,168
+6%
建仓
GRFS
GRIFOLS S A
+$1.2M
122,588
建仓
BTI
BRITISH AMERN TOB PLC
+$1.1M
21,679
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.1M
797,120
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
12,456
+8%
增持
GOVT
ISHARES TR
+$1.1M
392,779
+13%
增持
UBER
UBER TECHNOLOGIES INC
+$1.1M
56,932
+13%
增持
BKMC
BNY MELLON ETF TRUST
+$1.1M
163,956
+4%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$1.0M
0
-100%
增持
PULS
PGIM ETF TR
+$1.0M
171,994
+14%
增持
SPHY
SPDR SERIES TRUST
+$1.0M
545,606
+9%
增持
QQQ
INVESCO QQQ TR
+$1.0M
17,327
+1%
增持
QCOM
QUALCOMM INC
+$971.9K
30,294
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
-$964.0K
470,294
-8%
建仓
VEON
VEON LTD
+$952.8K
19,813
建仓
BOOT
BOOT BARN HLDGS INC
+$945.5K
4,946
建仓
PAC
GRUPO AEROPUERTO DEL PACIFIC
+$939.2K
4,402
增持
XLK
SELECT SECTOR SPDR TR
+$937.2K
23,557
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$928.6K
125,847
+17%
增持
IHDG
WISDOMTREE TR
+$902.6K
270,968
+3%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$892.1K
15,966
-88%
增持
AXP
AMERICAN EXPRESS CO
+$885.3K
12,328
+5%
减持
SHY
ISHARES TR
-$882.6K
9,113
-54%
增持
JPM
JPMORGAN CHASE & CO.
+$873.0K
32,022
+4%
增持
BAC
BANK AMERICA CORP
+$872.2K
118,458
+3%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$871.1K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$858.4K
7,359
+8%
增持
NRG
NRG ENERGY INC
+$844.4K
34,631
+4%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$841.9K
347,905
+13%
清仓
WHD
CACTUS INC
-$838.2K
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$837.1K
37,181
+5%
增持
STRL
STERLING INFRASTRUCTURE INC
+$830.1K
7,907
+7%
减持
—
ASML HOLDING N V
+$821.0K
2,635
-2%
减持
NOK
NOKIA CORP
-$811.5K
15,738
-93%
建仓
SCHC
SCHWAB STRATEGIC TR
+$772.9K
17,078
减持
MSTR
STRATEGY INC
-$765.1K
786
-68%
增持
SGOV
ISHARES TR
+$762.3K
77,139
+11%
清仓
MP
MP MATERIALS CORP
-$758.7K
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$750.3K
78,912
+17%
增持
PM
PHILIP MORRIS INTL INC
-$741.9K
33,051
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$734.9K
11,097
+2%
减持
RTX
RTX CORPORATION
+$727.7K
33,817
-0%
减持
DFAR
DIMENSIONAL ETF TRUST
-$723.2K
205,410
-14%
清仓
CHH
CHOICE HOTELS INTL INC
-$695.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$685.7K
15,801
+9%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$679.6K
55,349
-22%
增持
—
EXXON MOBIL CORP
+$653.4K
46,771
+6%
增持
ABBV
ABBVIE INC
+$651.1K
33,865
+3%
减持
DIS
DISNEY WALT CO
-$627.5K
43,808
-10%
增持
MC
MOELIS & CO
-$619.7K
93,764
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$585.5K
8,187
+4%
增持
CW
CURTISS WRIGHT CORP
+$581.6K
5,100
+3%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$577.5K
3,197
减持
SHOP
SHOPIFY INC
+$576.9K
43,020
-6%
增持
RGEN
REPLIGEN CORP
+$576.1K
7,940
+56%
增持
CMI
CUMMINS INC
+$570.7K
11,909
+2%
增持
—
CYBERARK SOFTWARE LTD
+$550.2K
4,904
+3%
减持
VTIP
VANGUARD MALVERN FDS
-$546.1K
40,795
-21%
减持
FIX
COMFORT SYS USA INC
+$533.1K
5,387
-18%
增持
VB
VANGUARD INDEX FDS
+$529.4K
43,621
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$528.3K
152,371
+7%
增持
RMBS
RAMBUS INC DEL
+$527.4K
16,753
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$523.5K
45,936
+31%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$518.9K
61,621
+7%
增持
ATO
ATMOS ENERGY CORP
+$517.5K
41,921
+3%
增持
EMR
EMERSON ELEC CO
+$515.5K
34,939
+6%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$514.1K
36,379
-20%
减持
PECO
PHILLIPS EDISON & CO INC
-$512.0K
42,525
-26%
增持
FICO
FAIR ISAAC CORP
+$504.7K
1,370
+3%
增持
IGSB
ISHARES TR
+$502.7K
139,099
+7%
增持
APD
AIR PRODS & CHEMS INC
-$501.1K
17,091
+8%
增持
QQQI
NEOS ETF TRUST
+$496.9K
15,868
+121%
增持
MEDP
MEDPACE HLDGS INC
+$491.0K
3,154
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$490.8K
17,275
+5%
增持
IONQ
IONQ INC
+$485.0K
16,846
+45%
减持
ISRG
INTUITIVE SURGICAL INC
+$484.5K
9,600
-3%
减持
VGT
VANGUARD WORLD FD
+$479.5K
6,437
-2%
增持
CSCO
CISCO SYS INC
+$472.6K
96,064
+3%
清仓
—
VERONA PHARMA PLC
-$470.5K
0
-100%
增持
IWF
ISHARES TR
+$469.2K
8,358
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$467.3K
169,039
-0%
减持
PYPL
PAYPAL HLDGS INC
-$458.9K
61,529
-10%
增持
VO
VANGUARD INDEX FDS
+$456.8K
35,201
+3%
减持
DFAU
DIMENSIONAL ETF TRUST
-$454.9K
1,119,298
-6%
增持
VWOB
VANGUARD WHITEHALL FDS
+$452.2K
66,251
+9%
减持
ABT
ABBOTT LABS
-$451.1K
11,363
-20%
建仓
TLT
ISHARES TR
+$444.6K
4,954
增持
GFI
GOLD FIELDS LTD
+$442.8K
53,663
+5%
增持
EDGH
ADVISORS INNER CIRCLE FD II
+$437.9K
44,350
+39%
增持
—
NVENT ELECTRIC PLC
+$432.2K
17,769
+4%
减持
SAP
SAP SE
-$431.3K
14,601
-6%
增持
ESS
ESSEX PPTY TR INC
+$428.5K
21,550
+8%
增持
APH
AMPHENOL CORP NEW
+$426.6K
5,723
+67%
减持
SCHD
SCHWAB STRATEGIC TR
-$423.9K
210,061
-5%
增持
JNJ
JOHNSON & JOHNSON
+$423.1K
26,278
+2%
增持
GD
GENERAL DYNAMICS CORP
+$418.8K
10,582
+4%
减持
SCHA
SCHWAB STRATEGIC TR
+$416.5K
307,328
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$412.1K
157,831
+3%
增持
—
AMCOR PLC
-$410.1K
553,250
+14%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$403.8K
16,917
+7%
增持
ABNB
AIRBNB INC
+$401.9K
41,271
+4%
增持
AMGN
AMGEN INC
+$389.6K
12,968
+7%
增持
CELH
CELSIUS HLDGS INC
+$381.1K
79,471
+0%
增持
EDGI
ADVISORS INNER CIRCLE FD II
+$372.6K
56,976
+24%
