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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 122
减持 2
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$230.6M
2,101,701
+800%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$214.5M
325,837
+1235%
增持
AAPL
APPLE INC
+$82.8M
414,703
+270%
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
BKLN
INVESCO EXCH TRADED FD TR II
+$76.2M
4,117,328
+920%
增持
AVGO
BROADCOM INC
+$75.5M
815,450
+1922%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$72.5M
486,716
增持
GLDM
WORLD GOLD TR
+$64.3M
720,395
+12721%
增持
AMZN
AMAZON COM INC
+$61.8M
348,963
+210%
增持
QQQ
INVESCO QQQ TR
+$60.6M
107,992
+527%
增持
SPYG
SPDR SERIES TRUST
+$57.6M
1,666,662
+40%
增持
GOOGL
ALPHABET INC
+$57.1M
202,536
+561%
增持
SPYV
SPDR SERIES TRUST
+$52.7M
2,618,389
+49%
增持
VOO
VANGUARD INDEX FDS
+$51.3M
119,306
+185%
增持
META
META PLATFORMS INC
+$49.0M
101,830
+236%
增持
MSFT
MICROSOFT CORP
+$47.2M
168,307
+229%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$44.5M
122,414
+986%
增持
AMD
ADVANCED MICRO DEVICES INC
+$42.5M
145,883
+382%
增持
GOOG
ALPHABET INC
+$41.7M
184,926
+177%
增持
IVV
ISHARES TR
+$41.4M
101,415
+127%
增持
SRLN
SSGA ACTIVE ETF TR
+$40.5M
1,012,277
+6702%
增持
IJH
ISHARES TR
+$36.9M
556,941
+1224%
增持
GLD
SPDR GOLD TR
+$36.4M
90,388
+2769%
增持
MU
MICRON TECHNOLOGY INC
+$35.2M
73,659
+743%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$32.8M
885,936
+383%
增持
SPDW
SPDR INDEX SHS FDS
+$29.2M
1,615,919
+54%
建仓
GRNY
TIDAL TRUST I
+$27.8M
1,063,048
增持
IWM
ISHARES TR
+$27.8M
106,321
+2304%
增持
ITA
ISHARES TR
+$27.3M
140,861
+1136%
建仓
OPBK
OP BANCORP
+$26.5M
1,837,182
建仓
MRVL
MARVELL TECHNOLOGY INC
+$25.7M
163,861
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$22.7M
414,916
+1246%
增持
EEM
ISHARES TR
+$22.5M
363,092
+9368%
建仓
AFRM
AFFIRM HLDGS INC
+$20.5M
322,961
增持
PANW
PALO ALTO NETWORKS INC
+$19.9M
166,726
+208%
减持
BKMC
BNY MELLON ETF TRUST
-$18.6M
50,462
-76%
增持
COST
COSTCO WHOLESALE CORPORATION
+$18.2M
30,141
+138%
增持
ORCL
ORACLE CORP
+$17.6M
163,967
+258%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.8M
701,330
+64%
增持
TSLA
TESLA INC
+$15.8M
64,428
+252%
增持
SOFI
SOFI TECHNOLOGIES INC
+$15.7M
1,043,372
+5983%
增持
USIG
ISHARES TR
+$15.6M
548,142
+128%
增持
JNJ
JOHNSON & JOHNSON
+$14.8M
90,061
+239%
增持
AGG
ISHARES TR
+$14.7M
166,332
+841%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$14.6M
226,169
+6153%
建仓
IEI
ISHARES TR
+$14.3M
121,560
建仓
ARM
ARM HOLDINGS PLC
+$13.7M
67,852
增持
LQD
ISHARES TR
+$13.5M
128,100
+2871%
增持
ACWX
ISHARES TR
+$12.8M
196,174
+892%
增持
VTI
VANGUARD INDEX FDS
+$12.5M
55,921
+169%
增持
SPHY
SPDR SERIES TRUST
+$12.4M
1,178,808
+83%
增持
SNOW
SNOWFLAKE INC
+$12.2M
123,007
+395%
增持
V
VISA INC
+$12.1M
58,185
+159%
增持
JPM
JPMORGAN CHASE & CO
+$11.9M
71,589
+117%
建仓
EWY
ISHARES INC
+$11.4M
74,110
增持
IEFA
ISHARES TR
+$11.4M
142,552
+582%
建仓
IGV
ISHARES TR
+$11.3M
133,534
建仓
SMH
VANECK ETF TRUST
+$11.1M
22,207
增持
LRCX
LAM RESEARCH CORP
+$11.1M
98,581
+57%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.0M
60,267
+1020%
增持
SCHR
SCHWAB STRATEGIC TR
+$10.9M
1,283,662
+54%
建仓
TLN
TALEN ENERGY CORP
+$10.3M
29,150
增持
IUSB
ISHARES TR
+$10.1M
495,868
+81%
增持
IVW
ISHARES TR
+$10.0M
198,711
+59%
增持
JAAA
JANUS DETROIT STR TR
+$9.7M
225,765
+573%
增持
—
EXXON MOBIL CORP
+$9.6M
100,340
+114%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.3M
398,251
+48%
增持
CVX
CHEVRON CORPORATION
+$9.2M
83,530
+99%
增持
USMV
ISHARES TR
+$9.1M
113,676
+583%
增持
DIA
STATE STR SPDR DOW JONES IND
+$9.1M
19,479
+2144%
建仓
PVAL
PUTNAM ETF TRUST
+$8.9M
183,588
增持
CSCO
CISCO SYS INC
+$8.9M
180,750
+87%
增持
IEMG
ISHARES INC
+$8.9M
286,067
+53%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.7M
316,425
+105%
增持
PULS
PGIM ETF TR
+$8.7M
391,680
+81%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$8.6M
327,404
增持
SPSM
SPDR SERIES TRUST
+$8.5M
391,247
+60%
增持
UBER
UBER TECHNOLOGIES INC
+$8.4M
166,867
+253%
建仓
KLAC
KLA CORP
+$8.3M
4,589
增持
KO
COCA COLA CO
+$8.1M
154,305
+167%
增持
BINC
BLACKROCK ETF TRUST II
+$8.0M
221,426
+233%
增持
—
ASML HLDG NV
+$7.6M
7,862
+212%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$7.6M
46,150
+1240%
建仓
SOXX
ISHARES TR
+$7.2M
16,089
增持
EFG
ISHARES TR
+$7.2M
74,987
+480%
增持
PM
PHILIP MORRIS INTL INC
+$7.1M
76,585
+139%
增持
MA
MASTERCARD INCORPORATED
+$7.1M
25,945
+116%
减持
OEF
ISHARES TR
-$7.1M
6,847
-75%
增持
LLY
ELI LILLY & CO
+$7.0M
17,158
+143%
增持
QCOM
QUALCOMM INC
+$6.9M
75,936
+151%
增持
UNP
UNION PAC CORP
+$6.9M
40,434
+142%
增持
IJR
ISHARES TR
+$6.8M
56,985
+730%
增持
QLTA
ISHARES TR
+$6.8M
200,117
+252%
增持
CLOA
BLACKROCK ETF TRUST II
+$6.7M
137,374
+1560%
增持
ANET
ARISTA NETWORKS INC
+$6.7M
66,567
+90%
增持
BAC
BANK AMERICA CORP
+$6.6M
313,075
+72%
建仓
IUSG
ISHARES TR
+$6.6M
37,487
增持
NEE
NEXTERA ENERGY INC
+$6.6M
74,438
+1277%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.5M
28,696
+133%
建仓
BLCR
BLACKROCK ETF TRUST
+$6.4M
137,259
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$6.4M
210,505
+188%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.3M
98,060
+143%
增持
SCHC
SCHWAB STRATEGIC TR
+$6.1M
314,544
+59%
增持
VTV
VANGUARD INDEX FDS
+$6.1M
38,762
+323%
增持
DYNF
BLACKROCK ETF TRUST
+$6.0M
360,287
+31%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$6.0M
76,933
增持
MO
ALTRIA GROUP INC
+$5.9M
91,168
+1427%
增持
IEF
ISHARES TR
+$5.8M
65,699
+1467%
增持
GEV
GE VERNOVA INC
+$5.8M
8,683
+64%
增持
BIL
SPDR SERIES TRUST
+$5.7M
122,117
+105%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.6M
142,821
+35%
增持
EFV
ISHARES TR
+$5.6M
208,157
+49%
增持
SPYM
SPDR SERIES TRUST
+$5.6M
72,251
+1079%
增持
ABBV
ABBVIE INC
+$5.5M
64,290
+87%
增持
IAU
ISHARES GOLD TR
+$5.5M
118,274
+119%
建仓
CLS
CELESTICA INC
+$5.4M
14,298
增持
IVE
ISHARES TR
+$5.4M
99,596
+30%
增持
IGEB
ISHARES TR
+$5.3M
125,548
+1789%
增持
FTNT
FORTINET INC
+$5.3M
117,101
+90%
增持
BAI
BLACKROCK ETF TRUST
+$5.2M
248,841
+71%
增持
QUAL
ISHARES TR
+$5.2M
69,346
+56%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.2M
23,481
+102%
增持
FIX
COMFORT SYS USA INC
+$5.2M
5,994
+24%
增持
NFLX
NETFLIX INC.
+$5.0M
95,890
+126%
建仓
MGV
VANGUARD WORLD FD
+$4.9M
32,431
建仓
IGRO
ISHARES TR
+$4.9M
56,756
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.8M
27,200
+66%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.8M
23,038
+128%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.8M
507,335
+30%
增持
IXUS
ISHARES TR
+$4.8M
99,548
+102%
建仓
SPIB
SPDR SERIES TRUST
+$4.7M
139,059
增持
NOW
SERVICENOW INC
+$4.6M
245,388
+97%
建仓
IDEF
BLACKROCK ETF TRUST
+$4.6M
141,061
增持
IJK
ISHARES TR
+$4.5M
45,373
+1309%
清仓
—
AMCOR PLC
-$4.5M
0
-100%
增持
PEP
PEPSICO INC
+$4.5M
62,431
+72%
增持
BND
VANGUARD BD INDEX FDS
+$4.5M
185,942
+51%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.4M
6,458
+356%
建仓
SCHX
SCHWAB STRATEGIC TR
+$4.4M
156,034
增持
HD
HOME DEPOT INC
+$4.3M
31,896
+101%
建仓
—
AMCOR PLC
+$4.3M
114,537
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.2M
243,018
+52%
增持
WMT
WALMART INC
+$4.2M
99,256
+40%
增持
MUB
ISHARES TR
+$4.1M
104,171
+59%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.1M
22,332
+91%
增持
XLK
SELECT SECTOR SPDR TR
+$4.1M
69,147
+46%
增持
ZTS
ZOETIS INC
+$4.0M
71,716
+117%
增持
AXP
AMERICAN EXPRESS CO
+$4.0M
26,404
+119%
增持
CMI
CUMMINS INC
+$4.0M
16,421
+44%
增持
ATO
ATMOS ENERGY CORP
+$3.9M
58,356
+41%
增持
—
EATON CORP PLC
+$3.8M
12,589
+215%
