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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 26
增持 67
减持 40
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
DFSD
DIMENSIONAL ETF TRUST
-$386.2M
11,364
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$60.9M
7,246
-99%
减持
DFAC
DIMENSIONAL ETF TRUST
-$18.4M
4,193,434
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。
-0%
减持
IAGG
ISHARES TR
-$16.4M
108,601
-74%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$12.6M
297,476
-43%
建仓
CASH
META FINL GROUP INC
+$12.0M
0
增持
AVLV
AMERICAN CENTY ETF TR
-$11.8M
1,798,785
+3%
增持
VNQ
VANGUARD INDEX FDS
-$10.2M
886,665
+6%
增持
GNR
SPDR INDEX SHS FDS
-$9.6M
953,919
+1%
增持
BND
VANGUARD BD INDEX FDS
+$9.2M
1,441,595
+15%
减持
SPDW
SPDR INDEX SHS FDS
-$8.8M
322,763
-39%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$7.7M
176,821
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$7.3M
1,109,240
+1%
增持
AVEM
AMERICAN CENTY ETF TR
-$5.7M
1,328,873
+5%
增持
VV
VANGUARD INDEX FDS
-$5.3M
165,019
+2%
增持
VTI
VANGUARD INDEX FDS
-$5.1M
132,006
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$4.9M
577,081
-5%
增持
SPY
SPDR S&P 500 ETF TR
-$4.9M
297,413
+15%
增持
IVV
ISHARES TR
+$4.4M
26,058
+116%
增持
IGSB
ISHARES TR
+$4.3M
1,075,516
+11%
减持
SPIP
SPDR SER TR
-$4.3M
1,329,514
-2%
减持
STPZ
PIMCO ETF TR
-$4.0M
540,038
-9%
减持
CMF
ISHARES TR
-$3.8M
199,512
-23%
减持
GUNR
FLEXSHARES TR
-$3.4M
401,376
-3%
减持
SPTM
SPDR SER TR
-$3.2M
299,615
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.2M
480,717
+14%
减持
FREL
FIDELITY COVINGTON TRUST
-$3.2M
525,024
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$3.2M
198,634
-17%
增持
ITOT
ISHARES TR
-$2.9M
433,381
+11%
减持
SPAB
SPDR SER TR
-$2.5M
159,766
-34%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.5M
67,277
+98%
减持
SPSM
SPDR SER TR
-$2.5M
401,511
-0%
减持
BWX
SPDR SER TR
-$2.4M
48,665
-64%
减持
TIP
ISHARES TR
-$2.3M
181,443
-2%
增持
VFQY
VANGUARD WELLINGTON FD
+$2.3M
39,655
+191%
增持
QUAL
ISHARES TR
+$2.2M
73,174
+65%
增持
IWN
ISHARES TR
+$2.2M
50,039
+75%
增持
SPYV
SPDR SER TR
-$2.2M
454,063
+0%
减持
SCZ
ISHARES TR
-$2.0M
160,663
-1%
增持
VO
VANGUARD INDEX FDS
-$1.9M
88,001
+9%
增持
TIPX
SPDR SER TR
+$1.9M
120,539
+463%
建仓
MUB
ISHARES TR
+$1.7M
16,245
增持
TSLA
TESLA INC
-$1.7M
6,387
+15%
增持
AAPL
APPLE INC
-$1.5M
85,070
+13%
增持
LDOS
LEIDOS HOLDINGS INC
+$1.5M
23,742
+174%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$1.4M
9,387
增持
MSFT
MICROSOFT CORP
-$1.3M
27,057
+1%
减持
IVE
ISHARES TR
-$1.3M
46,582
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
121,431
-4%
增持
QQQ
INVESCO QQQ TR
+$1.1M
6,837
+202%
减持
GWX
SPDR INDEX SHS FDS
-$1.1M
107,789
-10%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$1.1M
16,001
+256%
减持
AGG
ISHARES TR
-$1.1M
72,105
-8%
减持
SPEM
SPDR INDEX SHS FDS
-$1.1M
81,593
-19%
增持
USRT
ISHARES TR
-$996.0K
143,288
+7%
增持
SCHP
SCHWAB STRATEGIC TR
-$973.0K
393,239
+4%
增持
EMGF
ISHARES INC
+$962.0K
106,638
+43%
减持
SPMD
SPDR SER TR
-$896.0K
86,603
-6%
建仓
VTEB
VANGUARD MUN BD FDS
+$868.0K
17,380
增持
VOO
VANGUARD INDEX FDS
+$742.0K
33,656
+28%
增持
VB
VANGUARD INDEX FDS
-$730.0K
77,527
+15%
减持
VOE
VANGUARD INDEX FDS
-$725.0K
32,263
-2%
增持
IEFA
ISHARES TR
-$714.0K
1,568,414
+17%
减持
SCHF
SCHWAB STRATEGIC TR
-$669.0K
103,017
-3%
建仓
AVY
AVERY DENNISON CORP
+$646.0K
3,988
增持
EFA
ISHARES TR
+$646.0K
112,066
+30%
增持
AVDV
AMERICAN CENTY ETF TR
+$620.0K
261,291
+24%
增持
IJH
ISHARES TR
-$615.0K
20,527
+5%
减持
EWX
SPDR INDEX SHS FDS
-$588.0K
56,652
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$581.0K
17,253
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
-$579.0K
258,401
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$551.0K
797,485
+13%
增持
ICLN
ISHARES TR
+$515.0K
76,401
+75%
建仓
ESGU
ISHARES TR
+$501.0K
5,977
减持
SCHV
SCHWAB STRATEGIC TR
-$500.0K
37,022
-6%
建仓
ISTB
ISHARES TR
+$457.0K
9,645
清仓
IGOV
ISHARES TR
-$449.0K
0
-100%
建仓
SLYV
SPDR SER TR
+$425.0K
5,864
清仓
TDC
TERADATA CORP DEL
-$420.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$417.0K
25,330
+2558%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$409.0K
1
增持
—
AON PLC
-$404.0K
7,251
+0%
增持
COST
COSTCO WHSL CORP NEW
+$402.0K
3,073
+65%
建仓
ESGD
ISHARES TR
+$399.0K
6,364
增持
CAT
CATERPILLAR INC
-$374.0K
8,897
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$369.0K
3,062
-20%
增持
HD
HOME DEPOT INC
+$367.0K
10,464
+25%
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$365.0K
7,955
增持
SCHM
SCHWAB STRATEGIC TR
-$348.0K
74,787
+13%
增持
LLY
LILLY ELI & CO
+$342.0K
3,773
+23%
建仓
TJX
TJX COS INC NEW
+$338.0K
6,057
建仓
DFAI
DIMENSIONAL ETF TRUST
+$336.0K
13,933
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$331.0K
0
-100%
建仓
IJK
ISHARES TR
+$313.0K
4,916
增持
SRE
SEMPRA
-$311.0K
17,985
+0%
增持
KO
COCA COLA CO
+$299.0K
8,705
+117%
增持
DIS
DISNEY WALT CO
-$298.0K
10,068
+11%
增持
IWD
ISHARES TR
+$296.0K
7,726
+56%
增持
HON
HONEYWELL INTL INC
+$296.0K
3,184
+142%
减持
JNK
SPDR SER TR
-$295.0K
4,825
-32%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$290.0K
3,574
建仓
ICF
ISHARES TR
+$289.0K
4,758
增持
SBUX
STARBUCKS CORP
+$289.0K
7,604
+137%
建仓
BIV
VANGUARD BD INDEX FDS
+$287.0K
3,692
建仓
BWZ
SPDR SER TR
+$285.0K
10,574
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$284.0K
13,407
-0%
增持
QCOM
QUALCOMM INC
-$283.0K
15,925
+5%
建仓
USHY
ISHARES TR
+$279.0K
8,072
减持
—
AVALARA INC
-$279.0K
8,972
-2%
减持
IJS
ISHARES TR
-$278.0K
17,702
-2%
清仓
—
DUPONT DE NEMOURS INC
-$275.0K
0
-100%
减持
EEMS
ISHARES INC
-$270.0K
28,779
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$269.0K
7,098
+50%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$252.0K
0
-100%
减持
MDYG
SPDR SER TR
-$250.0K
11,756
-10%
增持
MRK
MERCK & CO INC
+$249.0K
21,294
+3%
清仓
DOW
DOW INC
-$249.0K
0
-100%
清仓
EIX
EDISON INTL
-$247.0K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$247.0K
3,086
增持
INTC
INTEL CORP
-$244.0K
20,573
+1%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$244.0K
36,382
+47%
增持
VYM
VANGUARD WHITEHALL FDS
+$241.0K
6,030
+82%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$238.0K
9,021
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$236.0K
3,149
清仓
META
META PLATFORMS INC
-$233.0K
0
-100%
清仓
CSX
CSX CORP
-$228.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$221.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$220.0K
1,439
+140%
增持
GLD
SPDR GOLD TR
+$218.0K
3,149
+83%
增持
IWS
ISHARES TR
-$218.0K
12,187
+0%
清仓
COP
CONOCOPHILLIPS
-$217.0K
0
-100%
清仓
AVUS
AMERICAN CENTY ETF TR
-$216.0K
0
-100%
清仓
FTNT
FORTINET INC
-$216.0K
0
-100%
减持
PFE
PFIZER INC
-$211.0K
23,104
-16%
减持
VXF
VANGUARD INDEX FDS
-$209.0K
4,949
-4%
增持
IWP
ISHARES TR
+$204.0K
6,050
+121%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$204.0K
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$204.0K
0
-100%
建仓
SPTI
SPDR SER TR
+$203.0K
6,883
建仓
ES
EVERSOURCE ENERGY
+$202.0K
2,390
清仓
DFIV
DIMENSIONAL ETF TRUST
-$202.0K
0
-100%
清仓
—
NORDSTROM INC
-$201.0K
0
-100%
增持
IGE
ISHARES TR
-$201.0K
83,427
+5%
减持
BIL
SPDR SER TR
-$201.0K
2,511
-47%
增持
MDYV
SPDR SER TR
-$199.0K
20,478
+0%
增持
BA
BOEING CO
-$197.0K
4,661
+7%
增持
NVDA
NVIDIA CORPORATION
-$185.0K
3,512
+34%
增持
EW
EDWARDS LIFESCIENCES CORP
-$179.0K
17,723
+12%
增持
IJT
ISHARES TR
+$178.0K
3,906
+110%
建仓
F
FORD MTR CO DEL
+$172.0K
15,454
