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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 39
增持 75
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SERIES TRUST
+$63.1M
1,186,882
+98%
增持
SPYV
SPDR SERIES TRUST
+$45.0M
1,760,587
+72%
减持
SPY
SPDR S&P 500 ETF TR
-$34.7M
24,407
-68%
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
IVV
ISHARES TR
+$28.0M
44,599
+880%
建仓
DYNF
BLACKROCK ETF TRUST
+$16.9M
275,295
建仓
IVE
ISHARES TR
+$16.6M
76,726
增持
VEA
VANGUARD TAX-MANAGED FDS
+$16.1M
269,336
+1169%
增持
IVW
ISHARES TR
+$15.1M
125,127
+2779%
减持
QUAL
ISHARES TR
-$13.5M
44,583
-61%
增持
SPDW
SPDR INDEX SHS FDS
+$13.4M
1,046,118
+32%
建仓
IUSB
ISHARES TR
+$12.8M
274,247
增持
IEMG
ISHARES INC
+$12.7M
186,740
+2626%
减持
IHDG
WISDOMTREE TR
-$11.9M
17,753
-93%
增持
EFV
ISHARES TR
+$9.8M
139,920
+2722%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.7M
427,233
+65%
建仓
OEF
ISHARES TR
+$9.5M
27,438
增持
SCHC
SCHWAB STRATEGIC TR
+$8.5M
197,597
+1057%
建仓
TLH
ISHARES TR
+$7.8M
76,285
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.7M
95,479
+2265%
建仓
MUB
ISHARES TR
+$7.1M
65,546
增持
GOOG
ALPHABET INC
+$7.0M
66,716
+23%
增持
BKMC
BNY MELLON ETF TRUST
+$6.8M
212,257
+29%
建仓
THRO
BLACKROCK ETF TRUST
+$6.0M
153,994
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$5.8M
11,785
-78%
增持
VTI
VANGUARD INDEX FDS
+$5.5M
20,786
+328%
建仓
BAI
BLACKROCK ETF TRUST
+$5.1M
145,503
增持
NVDA
NVIDIA CORPORATION
-$4.9M
233,581
+0%
增持
NOW
SERVICENOW INC
-$4.8M
124,359
+417%
增持
MTUM
ISHARES TR
+$4.7M
20,120
+1004%
增持
SPSM
SPDR SERIES TRUST
+$4.7M
244,125
+54%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.6M
168,169
+132%
增持
IAU
ISHARES GOLD TR
+$4.5M
54,001
+1917%
减持
MCO
MOODYS CORP
-$4.3M
975
-90%
增持
IWF
ISHARES TR
+$4.2M
17,500
+109%
减持
IGSB
ISHARES TR
-$4.2M
59,814
-57%
建仓
MBB
ISHARES TR
+$3.9M
40,514
增持
IXUS
ISHARES TR
+$3.8M
49,374
+742%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.7M
40,423
+134%
增持
BAC
BANK AMERICA CORP
+$3.6M
182,072
+54%
建仓
BINC
BLACKROCK ETF TRUST II
+$3.5M
66,521
增持
GOVT
ISHARES TR
+$3.4M
539,876
+37%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
41,859
+12%
增持
VGT
VANGUARD WORLD FD
+$3.2M
10,948
+70%
增持
VTEB
VANGUARD MUN BD FDS
+$3.1M
67,318
+1100%
增持
USIG
ISHARES TR
+$3.0M
240,197
+31%
减持
PGR
PROGRESSIVE CORP
-$3.0M
1,703
-90%
减持
CRM
SALESFORCE INC
-$3.0M
21,025
-32%
建仓
IAGG
ISHARES TR
+$3.0M
58,790
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
123,470
+47%
减持
LRCX
LAM RESEARCH CORP
+$2.9M
62,834
-4%
建仓
DGRO
ISHARES TR
+$2.8M
39,723
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.8M
183,542
+46%
减持
CBOE
CBOE GLOBAL MKTS INC
-$2.8M
1,005
-92%
增持
TSLA
TESLA INC
+$2.7M
18,311
+58%
建仓
QLTA
ISHARES TR
+$2.7M
56,813
建仓
ITA
ISHARES TR
+$2.7M
11,393
增持
ANGX
ANGEL STUDIOS INC
+$2.7M
663,509
+5470%
增持
GEV
GE VERNOVA INC
+$2.7M
5,309
+293%
减持
ORCL
ORACLE CORP
-$2.7M
45,753
-1%
建仓
BALI
BLACKROCK ETF TRUST
+$2.6M
81,773
减持
DXJ
WISDOMTREE TR
-$2.6M
1,348
-93%
建仓
FIG
FIGMA INC
+$2.6M
76,397
增持
SPHY
SPDR SERIES TRUST
+$2.5M
644,784
+18%
减持
SNOW
SNOWFLAKE INC
-$2.4M
24,835
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
30,263
-13%
建仓
DASH
DOORDASH INC
+$2.3M
10,603
增持
SCHR
SCHWAB STRATEGIC TR
+$2.3M
831,357
+12%
建仓
HIMU
BLACKROCK ETF TRUST II
+$2.3M
46,201
增持
PULS
PGIM ETF TR
+$2.2M
216,813
+26%
增持
GOOGL
ALPHABET INC
+$2.2M
30,658
+8%
减持
DHR
DANAHER CORPORATION
-$2.2M
1,674
-86%
增持
MSFT
MICROSOFT CORP
-$2.2M
51,205
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
31,297
+78%
减持
PEP
PEPSICO INC
-$2.1M
36,248
-29%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$2.0M
35,417
减持
APP
APPLOVIN CORP
-$2.0M
5,966
-37%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
23,728
+833%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.0M
389,673
+14%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$2.0M
15,676
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.0M
115,148
+46%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.9M
0
-100%
增持
NFLX
NETFLIX INC
+$1.9M
42,520
+2316%
增持
VO
VANGUARD INDEX FDS
+$1.8M
40,214
+14%
增持
FREL
FIDELITY COVINGTON TRUST
+$1.8M
220,642
+40%
建仓
AGG
ISHARES TR
+$1.8M
17,670
清仓
—
UNILEVER PLC
-$1.8M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
105,527
+8%
建仓
JAAA
JANUS DETROIT STR TR
+$1.7M
33,538
建仓
HDV
ISHARES TR
+$1.7M
13,531
减持
TEM
TEMPUS AI INC
-$1.7M
51,481
-11%
减持
UBER
UBER TECHNOLOGIES INC
-$1.6M
47,296
-17%
增持
IEFA
ISHARES TR
+$1.6M
20,893
+479%
建仓
EFG
ISHARES TR
+$1.5M
12,935
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.5M
11,630
-7%
增持
IJH
ISHARES TR
+$1.4M
42,057
+84%
减持
SHOP
SHOPIFY INC
-$1.4M
35,865
-17%
建仓
UL
UNILEVER PLC
+$1.4M
22,023
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
1,121,763
+0%
增持
WMT
WALMART INC
+$1.4M
70,896
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.4M
32,503
+617%
增持
BUFB
INNOVATOR ETFS TRUST
+$1.3M
181,796
+22%
建仓
KRMN
KARMAN HLDGS INC
+$1.3M
12,307
减持
ANET
ARISTA NETWORKS INC
-$1.3M
35,094
-6%
建仓
IYW
ISHARES TR
+$1.3M
6,371
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.3M
72,971
+59%
减持
CMI
CUMMINS INC
+$1.3M
11,439
-4%
减持
NRG
NRG ENERGY INC
-$1.3M
31,723
-8%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.2M
403,840
+16%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
8,740
+19%
清仓
—
TOTALENERGIES SE
-$1.2M
0
-100%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$1.2M
5,334
减持
CELH
CELSIUS HLDGS INC
-$1.2M
67,124
-16%
增持
SLYV
SPDR SERIES TRUST
+$1.2M
34,354
+43%
减持
—
HERBALIFE LTD
-$1.2M
103,349
-70%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.2M
846,910
+6%
增持
SBSW
SIBANYE STILLWATER LTD
+$1.1M
149,214
+8%
建仓
MGC
VANGUARD WORLD FD
+$1.1M
4,311
减持
AVGO
BROADCOM INC
-$1.1M
40,333
-5%
增持
PKG
PACKAGING CORP AMER
+$1.1M
46,100
+0%
建仓
LCTU
BLACKROCK ETF TRUST
+$1.1M
14,088
建仓
—
TOTALENERGIES SE
+$1.1M
16,048
建仓
EMLC
VANECK ETF TRUST
+$1.1M
40,638
增持
MC
MOELIS & CO
+$1.0M
94,930
+1%
增持
BIL
SPDR SERIES TRUST
+$1.0M
59,505
+23%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.0M
25,691
+88%
增持
BVN
COMPANIA DE MINAS BUENAVENTU
+$1.0M
71,271
+8%
增持
EMB
ISHARES TR
+$998.3K
13,894
+295%
增持
FTNT
FORTINET INC
+$993.6K
61,626
+41%
增持
PANW
PALO ALTO NETWORKS INC
-$979.4K
54,181
+5%
减持
ELF
E L F BEAUTY INC
-$977.6K
22,458
-8%
建仓
HYGW
ISHARES TR
+$973.6K
32,475
减持
LLY
ELI LILLY & CO
+$963.9K
7,066
-5%
减持
HQY
HEALTHEQUITY INC
-$958.8K
90,437
-0%
建仓
FNDE
SCHWAB STRATEGIC TR
+$951.8K
25,348
增持
SMMD
ISHARES TR
+$925.1K
14,880
+333%
减持
ZTS
ZOETIS INC
-$924.0K
33,123
-5%
增持
—
MEDTRONIC PLC
+$908.0K
64,947
+9%
增持
VWOB
VANGUARD WHITEHALL FDS
+$896.3K
79,643
+20%
增持
HMY
HARMONY GOLD MINING CO LTD
+$873.6K
138,887
+2%
减持
PYPL
PAYPAL HLDGS INC
-$858.3K
59,169
-4%
增持
GFI
GOLD FIELDS LTD
+$843.8K
58,183
+8%
建仓
ESGU
ISHARES TR
+$837.1K
5,535
增持
USMV
ISHARES TR
+$820.6K
16,639
+106%
建仓
FND
FLOOR & DECOR HLDGS INC
+$814.8K
10,630
减持
SAP
SAP SE
-$807.6K
12,329
-16%
建仓
IUSV
ISHARES TR
+$807.4K
7,693
建仓
SUSC
ISHARES TR
+$795.6K
33,906
建仓
DCO
DUCOMMUN INC DEL
+$793.2K
7,200
增持
O
REALTY INCOME CORP
+$775.2K
52,321
+31%
增持
JNJ
JOHNSON & JOHNSON
+$775.2K
26,537
+1%
