13FBOX
多元化财富管理 · 13F 持仓分析
期权收益计算器 机构排行

多元化财富管理

DIVERSIFY WEALTH MANAGEMENT, LLCNo.664 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$84.96亿
环比变动 Q1 2026
+$28.87亿+51.5%
持仓股票数
1244
新买入
165
加仓
612
减仓
413
清仓
58
持股不变
54
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕·RUSSELLIWM
24.95%0.52%$21.20亿705.6万股$2,892.8万10.6万股+694.9万股+6,536.13%加仓
博通AVGO
3.64%1.6%$3.09亿81.8万股$8,978.7万81.5万股+2,908股+0.36%加仓
英伟达NVDA
2.85%4.89%$2.42亿123.2万股$2.74亿210.2万股-87.0万股-41.40%减仓
SSPDR标普500 ETFSPY
2.47%4.13%$2.10亿28.5万股$2.31亿32.6万股-4.1万股-12.58%减仓
SSPDR道富系列信托SPYG
2.38%3.31%$2.02亿176.6万股$1.86亿166.7万股+9.9万股+5.97%加仓
S道富SPYV
2.07%2.76%$1.75亿281.9万股$1.55亿261.8万股+20.0万股+7.66%加仓
苹果AAPL
1.79%2%$1.52亿57.9万股$1.12亿41.5万股+16.4万股+39.65%加仓
IiShares安硕信托IVV
1.12%1.29%$9,531.3万12.8万股$7,250.0万10.1万股+2.7万股+26.57%加仓
SSPDR道富指数基金SPDW
1.08%1.38%$9,168.9万184.9万股$7,717.6万161.6万股+23.3万股+14.42%加仓
V先锋领航指数基金VOO
1.06%1.39%$8,981.3万13.2万股$7,805.4万11.9万股+1.3万股+10.82%加仓
亚马逊AMZN
0.94%1.59%$7,950.5万34.4万股$8,918.7万34.9万股-5,267股-1.51%减仓
好市多COST
0.91%0.54%$7,738.2万8.3万股$3,010.0万3.0万股+5.3万股+174.58%加仓
V先锋领航国际股票指数基金VT
0.88%1.29%$7,482.4万48.4万股$7,249.1万48.7万股-2,259股-0.46%减仓
微软MSFT
0.84%1.27%$7,107.7万20.3万股$7,131.3万16.8万股+3.4万股+20.48%加仓
摩托罗拉解决方案MSI
0.76%0.06%$6,461.1万15.6万股$364.0万15.7万股-1,290股-0.82%减仓
Meta平台META
0.75%1.21%$6,357.3万10.7万股$6,813.6万10.2万股+5,218股+5.12%加仓
AAlphabet Inc Class CGOOG
0.74%1.14%$6,328.1万19.4万股$6,419.2万18.5万股+8,946股+4.84%加仓
I景顺QQQ信托VOO
0.74%1.27%$6,316.2万9.3万股$7,137.9万10.8万股-1.5万股-14.16%减仓
谷歌AGOOGL
0.74%1.2%$6,295.7万19.3万股$6,741.1万20.3万股-9,749股-4.81%减仓
CrowdStrikeCRWD
0.74%0.19%$6,280.6万8.2万股$1,062.2万2.3万股+5.9万股+250.56%加仓
I景顺交易所交易基金信托RSP
0.73%0.22%$6,185.1万28.7万股$1,207.8万6.0万股+22.7万股+376.94%加仓
美光科技MU
0.72%0.68%$6,100.5万6.8万股$3,818.9万7.4万股-5,891股-8.00%减仓
AMD超威AMD
0.67%0.88%$5,670.9万11.5万股$4,917.9万14.6万股-3.1万股-21.46%减仓
DDimensional维度ETF信托DFAU
0.66%0.97%$5,629.8万109.8万股$5,424.0万110.5万股-7,507股-0.68%减仓
S道富·EET BLACKSTONE SENIOR LOAN ETFXLRE
0.65%0.73%$5,492.4万136.0万股$4,107.8万101.2万股+34.8万股+34.37%加仓
WWORLD GOLD TRGLD
0.6%1.16%$5,127.1万63.5万股$6,481.4万72.0万股-8.6万股-11.90%减仓
PALO ALTOPANW
0.59%0.54%$5,005.4万15.8万股$3,024.9万16.7万股-8,888股-5.33%减仓
台积电TSM
0.52%0.86%$4,388.5万11.0万股$4,821.0万12.2万股-1.2万股-10.17%减仓
V先锋领航·FSTEVWO
0.51%0.73%$4,366.9万75.0万股$4,073.3万70.1万股+4.9万股+6.93%加仓
IiShares安硕·COREIJH
0.49%0.71%$4,174.3万54.9万股$3,986.0万55.7万股-7,694股-1.38%减仓
V先锋领航斯科茨代尔基金VMBS
0.47%0.74%$4,015.9万86.8万股$4,147.1万88.6万股-1.8万股-2.05%减仓
V先锋领航·FTSEVEA
0.42%0.48%$3,544.2万50.6万股$2,671.5万39.8万股+10.8万股+27.13%加仓
SNOWFLAKE COM SHSSNOW
0.39%0.31%$3,349.8万12.3万股$1,737.1万12.3万股-270股-0.22%减仓
DDirexion股票ETF信托MUU
0.38%0.03%$3,213.2万3.1万股$148.6万5,464股+2.5万股+460.60%加仓
S道富SPHY
0.38%0.49%$3,189.9万137.4万股$2,769.0万117.9万股+19.6万股+16.59%加仓
IISHARES BROADUSIG
0.37%0.5%$3,108.7万61.7万股$2,805.4万54.8万股+6.9万股+12.55%加仓
IiShares安硕信托IUSB
0.36%0.41%$3,070.7万67.4万股$2,287.9万49.6万股+17.8万股+35.92%加仓
迈威尔MRVL
0.35%0.46%$2,937.0万15.5万股$2,565.6万16.4万股-8,606股-5.25%减仓
OP BANCORP COMOPBK
0.34%0.47%$2,873.3万184.8万股$2,651.1万183.7万股+1.1万股+0.58%加仓
泛林集团LRCX
0.33%0.44%$2,830.5万9.7万股$2,452.2万9.9万股-1,517股-1.54%减仓
ServiceNowNOW
0.33%0.39%$2,799.3万26.5万股$2,181.3万24.5万股+2.0万股+8.07%加仓
V先锋领航斯科茨代尔基金VGIT
0.33%0.44%$2,781.8万47.6万股$2,457.5万41.5万股+6.1万股+14.80%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.33%0.02%$2,772.3万17.0万股$116.9万8,183股+16.1万股+1,973.40%加仓
IiShares安硕信托IVW
0.31%0.46%$2,651.1万20.0万股$2,560.4万19.9万股+1,627股+0.82%加仓
AFFIRM COM CL AAFRM
0.31%0.37%$2,599.5万35.6万股$2,050.2万32.3万股+3.3万股+10.18%加仓
摩根大通JPM
0.3%0.39%$2,588.8万7.3万股$2,213.9万7.2万股+1,090股+1.52%加仓
强生JNJ
0.3%0.37%$2,519.5万9.5万股$2,047.5万9.0万股+4,673股+5.19%加仓
B贝莱德ETF信托DYNF
0.29%0.41%$2,445.2万36.5万股$2,286.0万36.0万股+4,608股+1.28%加仓
PPGIM ULTRAPULS
0.28%0.35%$2,397.2万48.3万股$1,946.3万39.2万股+9.1万股+23.25%加仓
G通用动力VTI
0.28%0.35%$2,342.8万6.4万股$1,958.4万5.6万股+8,233股+14.72%加仓

🧭 机构资金流板块热力图

净流出 净流入