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Pure Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pure Financial Advisors, Inc.
报告期 2026-03-31 · CIK 0001571556
持仓数
572
前50大市值合计
$5.92B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q3
21Q2
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 34
增持 85
减持 23
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DFSD
DIMENSIONAL ETF TRUST
+$386.7M
8,075,201
建仓
AVLV
AMERICAN CENTY ETF TR
+$94.7M
1,751,829
增持
BSV
VANGUARD BD INDEX FDS
+$51.6M
788,789
+557%
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
SPY
SPDR S&P 500 ETF TR
+$33.9M
259,203
+34%
增持
VV
VANGUARD INDEX FDS
+$33.1M
161,982
+4832%
建仓
STPZ
PIMCO ETF TR
+$32.3M
592,324
增持
BND
VANGUARD BD INDEX FDS
+$30.6M
1,248,468
+55%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$29.8M
1,095,114
+142%
增持
IEFA
ISHARES TR
+$15.3M
1,338,153
+28%
增持
IGSB
ISHARES TR
+$15.2M
968,452
+52%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$13.3M
521,444
+112%
增持
VNQ
VANGUARD INDEX FDS
+$11.9M
839,467
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$10.6M
210,381
+436%
增持
VOO
VANGUARD INDEX FDS
+$9.6M
26,331
+697%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.5M
708,095
+47%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.1M
422,835
+44%
增持
SPDW
SPDR INDEX SHS FDS
+$6.6M
527,888
+66%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.3M
240,027
+120%
增持
GUNR
FLEXSHARES TR
+$5.6M
413,602
+10%
增持
EFA
ISHARES TR
+$5.6M
86,367
+743%
增持
VB
VANGUARD INDEX FDS
+$5.0M
67,680
+59%
减持
GNR
SPDR INDEX SHS FDS
+$4.9M
944,648
-11%
增持
AAPL
APPLE INC
+$3.9M
75,118
+15%
增持
IAGG
ISHARES TR
+$3.7M
418,865
+27%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
131,623
+11%
增持
HYG
ISHARES TR
+$3.3M
188,755
+35%
增持
IWB
ISHARES TR
+$2.9M
12,713
+1153%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.9M
604,501
+25%
增持
MSFT
MICROSOFT CORP
+$2.5M
26,833
+32%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.4M
33,984
+1005%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.4M
126,480
+58%
减持
CMF
ISHARES TR
-$2.4M
259,177
-8%
增持
EEM
ISHARES TR
+$2.3M
58,552
+895%
增持
SHY
ISHARES TR
+$2.1M
84,126
+48%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.1M
4,211,527
-2%
增持
IWN
ISHARES TR
+$2.0M
28,599
+73%
增持
QUAL
ISHARES TR
+$1.9M
44,412
+45%
增持
AGG
ISHARES TR
+$1.9M
78,332
+39%
增持
PFF
ISHARES TR
+$1.8M
215,994
+38%
增持
TSLA
TESLA INC
+$1.8M
5,547
+3%
增持
CAT
CATERPILLAR INC
+$1.7M
8,813
+492%
建仓
VFQY
VANGUARD WELLINGTON FD
+$1.6M
13,643
增持
IVV
ISHARES TR
+$1.5M
12,053
+32%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.5M
377,468
+10%
增持
EMB
ISHARES TR
+$1.5M
75,753
+41%
增持
SPSM
SPDR SER TR
+$1.4M
401,909
+10%
增持
SPEM
SPDR INDEX SHS FDS
+$1.3M
100,661
+67%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
231,567
+13%
增持
EMGF
ISHARES INC
+$1.2M
74,702
+58%
增持
EWX
SPDR INDEX SHS FDS
+$1.1M
59,014
+56%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.1M
17,391
+18%
增持
SCZ
ISHARES TR
-$1.0M
163,093
+3%
增持
ABBV
ABBVIE INC
+$1.0M
17,656
+2%
建仓
ICLN
ISHARES TR
+$940.0K
43,688
减持
BWX
SPDR SER TR
-$918.0K
136,815
-12%
减持
—
AVALARA INC
-$860.0K
9,163
-10%
减持
TIP
ISHARES TR
-$844.0K
184,613
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$824.0K
3,820
+53%
增持
IEMG
ISHARES INC
+$816.0K
131,426
+25%
减持
IGOV
ISHARES TR
-$762.0K
9,670
-59%
建仓
JNK
SPDR SER TR
+$733.0K
7,147
增持
AMZN
AMAZON COM INC
+$709.0K
953
+31%
增持
SPIP
SPDR SER TR
-$700.0K
1,349,940
+1%
增持
PG
PROCTER AND GAMBLE CO
+$681.0K
7,035
+150%
增持
COST
COSTCO WHSL CORP NEW
+$650.0K
1,859
+98%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$641.0K
24,827
减持
BKF
ISHARES INC
-$626.0K
22,284
-27%
建仓
ORCL
ORACLE CORP
+$569.0K
6,877
减持
SRE
SEMPRA
+$563.0K
17,930
-7%
减持
IJR
ISHARES TR
-$509.0K
31,169
-12%
减持
FREL
FIDELITY COVINGTON TRUST
-$481.0K
539,097
-9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$479.0K
8,729
+94%
建仓
TIPX
SPDR SER TR
+$443.0K
21,407
减持
IVE
ISHARES TR
-$435.0K
49,526
-12%
建仓
BIL
SPDR SER TR
+$431.0K
4,713
增持
IWM
ISHARES TR
+$426.0K
3,124
+217%
增持
SPAB
SPDR SER TR
-$426.0K
242,114
+1%
建仓
TDC
TERADATA CORP DEL
+$420.0K
8,518
建仓
PAYX
PAYCHEX INC
+$412.0K
3,021
建仓
PSK
SPDR SER TR
+$406.0K
10,413
增持
CVX
CHEVRON CORP NEW
+$399.0K
4,788
+28%
建仓
USB
US BANCORP DEL
+$391.0K
7,354
增持
SCHH
SCHWAB STRATEGIC TR
+$370.0K
54,839
+152%
增持
QCOM
QUALCOMM INC
+$366.0K
15,165
+0%
建仓
IVW
ISHARES TR
+$344.0K
4,510
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$331.0K
14,629
减持
SPTM
SPDR SER TR
+$330.0K
308,864
-3%
建仓
LOW
LOWES COS INC
+$328.0K
1,624
增持
UNH
UNITEDHEALTH GROUP INC
+$324.0K
2,212
+8%
增持
GWX
SPDR INDEX SHS FDS
-$321.0K
119,632
+2%
增持
WMT
WALMART INC
+$320.0K
4,304
+87%
建仓
JPMB
J P MORGAN EXCHANGE-TRADED F
+$313.0K
7,206
建仓
GLD
SPDR GOLD TR
+$312.0K
1,725
增持
PFE
PFIZER INC
+$310.0K
27,468
+6%
减持
SPYV
SPDR SER TR
+$303.0K
452,928
-5%
增持
SCHM
SCHWAB STRATEGIC TR
+$295.0K
66,431
+7%
增持
—
AON PLC
+$291.0K
7,245
+0%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$284.0K
5,576
清仓
—
CREDIT SUISSE AG NASSAU BRH
-$282.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$280.0K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$280.0K
19,880
+49%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$280.0K
1,128
增持
—
EXXON MOBIL CORP
+$277.0K
8,412
+18%
清仓
TGT
TARGET CORP
-$274.0K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$260.0K
5,717
+0%
增持
EMXC
ISHARES INC
+$254.0K
9,377
+94%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$252.0K
5,300
建仓
KO
COCA COLA CO
+$249.0K
4,010
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$248.0K
2,740
建仓
VUG
VANGUARD INDEX FDS
+$240.0K
833
增持
LLY
LILLY ELI & CO
+$240.0K
3,077
+11%
增持
AVEM
AMERICAN CENTY ETF TR
+$234.0K
1,263,327
+9%
建仓
IJT
ISHARES TR
+$233.0K
1,860
增持
NOC
NORTHROP GRUMMAN CORP
+$232.0K
1,126
+49%
清仓
CVS
CVS HEALTH CORP
-$228.0K
0
-100%
建仓
CSX
CSX CORP
+$228.0K
6,075
清仓
SDY
SPDR SER TR
-$227.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$217.0K
2,172
建仓
FTNT
FORTINET INC
+$216.0K
632
减持
USRT
ISHARES TR
-$215.0K
133,762
-11%
减持
VTV
VANGUARD INDEX FDS
+$214.0K
89,789
-7%
清仓
CMCSA
COMCAST CORP NEW
-$211.0K
0
-100%
建仓
VSGX
VANGUARD WORLD FD
+$209.0K
3,654
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$204.0K
432
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$204.0K
1,150
建仓
DFIV
DIMENSIONAL ETF TRUST
+$202.0K
6,022
增持
MRK
MERCK & CO INC
+$202.0K
20,621
+4%
建仓
—
NORDSTROM INC
+$201.0K
7,426
增持
INTC
INTEL CORP
+$199.0K
20,454
+34%
增持
NVDA
NVIDIA CORPORATION
+$193.0K
2,628
+4%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$192.0K
1,108
+1%
减持
VOT
VANGUARD INDEX FDS
-$190.0K
4,393
-11%
增持
IJS
ISHARES TR
+$187.0K
18,107
+9%
增持
IWD
ISHARES TR
+$184.0K
4,962
+21%
清仓
KMI
KINDER MORGAN INC DEL
-$179.0K
0
-100%
增持
FE
FIRSTENERGY CORP
+$175.0K
15,895
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$173.0K
4,729
-14%
增持
ACWI
ISHARES TR
+$172.0K
7,828
+28%
增持
HD
HOME DEPOT INC
+$169.0K
8,362
+18%
增持
SCHF
SCHWAB STRATEGIC TR
-$164.0K
106,444
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$153.0K
13,463
-1%
增持
DIS
DISNEY WALT CO
+$147.0K
9,095
+40%
清仓
F
FORD MTR CO DEL
-$146.0K
0
-100%
减持
V
VISA INC
-$139.0K
3,185
-16%
减持
SCHV
SCHWAB STRATEGIC TR
+$135.0K
39,382
-1%
增持
JNJ
JOHNSON & JOHNSON
+$130.0K
7,043
+2%
减持
ITOT
ISHARES TR
-$128.0K
388,828
-3%
减持
VXF
VANGUARD INDEX FDS
-$126.0K
5,181
-4%
增持
LDOS
LEIDOS HOLDINGS INC
+$122.0K
8,656
+2%
增持
PEP
PEPSICO INC
+$122.0K
2,750
+23%
