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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 83
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
CASH
PATHWARD FINANCIAL INC
-$49.6M
0
减持
DFCF
DIMENSIONAL ETF TRUST
-$43.9M
365,339
-75%
增持
SPY
SPDR S&P 500 ETF TR
+$35.4M
416,242
+20%
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
STIP
ISHARES TR
+$29.7M
311,742
+5104%
增持
IEFA
ISHARES TR
+$29.4M
1,924,319
+14%
增持
BND
VANGUARD BD INDEX FDS
+$25.8M
2,042,454
+20%
清仓
STPZ
PIMCO ETF TR
-$25.3M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$21.9M
761,965
+155%
增持
DFAC
DIMENSIONAL ETF TRUST
+$13.5M
4,540,911
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$11.2M
540,579
+37%
增持
GNR
SPDR INDEX SHS FDS
+$11.0M
1,082,901
+6%
增持
VNQ
VANGUARD INDEX FDS
+$11.0M
1,036,283
+12%
增持
IGSB
ISHARES TR
+$10.5M
1,461,081
+16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.9M
1,400,799
+4%
增持
AVEM
AMERICAN CENTY ETF TR
+$9.6M
1,437,180
+5%
减持
AVLV
AMERICAN CENTY ETF TR
+$9.1M
1,839,627
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$8.9M
482,977
+53%
增持
SCHO
SCHWAB STRATEGIC TR
+$7.8M
185,365
+683%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.4M
1,010,719
+15%
建仓
BSV
VANGUARD BD INDEX FDS
+$5.4M
71,400
增持
VOO
VANGUARD INDEX FDS
+$4.9M
54,722
+25%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.7M
409,366
+17%
增持
AAPL
APPLE INC
+$4.3M
126,542
+44%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.0M
640,803
+12%
清仓
TIPX
SPDR SER TR
-$4.0M
0
-100%
增持
QUAL
ISHARES TR
+$3.8M
106,570
+33%
增持
EFA
ISHARES TR
+$3.4M
142,292
+34%
增持
SPDW
SPDR INDEX SHS FDS
+$3.0M
605,865
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.9M
618,014
+4%
增持
TSLA
TESLA INC
-$2.6M
20,374
+6%
增持
GUNR
FLEXSHARES TR
+$2.4M
400,470
+0%
增持
VV
VANGUARD INDEX FDS
+$2.4M
166,476
+2%
增持
ITOT
ISHARES TR
+$2.4M
430,300
+0%
增持
AGG
ISHARES TR
+$2.2M
100,787
+28%
增持
IVV
ISHARES TR
+$1.7M
25,213
+13%
增持
IEMG
ISHARES INC
+$1.6M
181,479
+14%
减持
SPYV
SPDR SER TR
+$1.5M
411,575
-2%
增持
VB
VANGUARD INDEX FDS
+$1.4M
74,052
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
43,037
+142%
增持
MSFT
MICROSOFT CORP
+$1.2M
31,898
+15%
增持
SPSM
SPDR SER TR
+$1.2M
392,384
+0%
减持
VTV
VANGUARD INDEX FDS
+$1.1M
90,821
-3%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.1M
454,247
+5%
减持
SCZ
ISHARES TR
+$1.1M
189,458
-4%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$1.1M
74,697
+142%
增持
HYG
ISHARES TR
+$1.1M
239,894
+3%
增持
EMGF
ISHARES INC
+$1.1M
162,408
+11%
增持
EMB
ISHARES TR
+$1.0M
102,087
+6%
增持
USRT
ISHARES TR
+$934.1K
178,587
+7%
增持
EWX
SPDR INDEX SHS FDS
+$906.1K
89,438
+17%
增持
SHY
ISHARES TR
+$883.9K
82,037
+15%
增持
VFQY
VANGUARD WELLINGTON FD
+$880.0K
46,247
+11%
减持
VTI
VANGUARD INDEX FDS
+$855.5K
127,917
-3%
增持
MUB
ISHARES TR
+$829.8K
24,657
+43%
减持
VGT
VANGUARD WORLD FDS
-$825.2K
791
-77%
清仓
—
AVALARA INC
-$824.0K
0
-100%
增持
IAGG
ISHARES TR
+$778.9K
118,737
+18%
减持
SPTM
SPDR SER TR
+$751.5K
289,606
-1%
增持
VBR
VANGUARD INDEX FDS
+$709.1K
11,512
+48%
减持
SPAB
SPDR SER TR
-$663.7K
128,106
-18%
减持
—
AON PLC
-$654.4K
11,450
-25%
增持
SPEM
SPDR INDEX SHS FDS
+$641.4K
117,914
+13%
建仓
XLK
SELECT SECTOR SPDR TR
+$622.9K
5,006
减持
CAT
CATERPILLAR INC
+$607.4K
8,726
-3%
增持
HON
HONEYWELL INTL INC
+$601.1K
5,306
+65%
增持
AMZN
AMAZON COM INC
-$587.3K
23,246
+3%
增持
TIP
ISHARES TR
+$568.2K
179,183
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$536.2K
3,565
+15%
增持
MRK
MERCK & CO INC
+$535.8K
21,422
+0%
减持
IGE
ISHARES TR
+$516.3K
107,139
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$512.3K
1,903
+70%
减持
QQQ
INVESCO QQQ TR
-$511.9K
7,162
-21%
建仓
MMM
3M CO
+$505.7K
4,217
增持
IJH
ISHARES TR
+$499.2K
20,924
+1%
增持
JNK
SPDR SER TR
+$483.5K
9,761
+117%
建仓
TTEK
TETRA TECH INC NEW
+$473.6K
3,262
减持
CMF
ISHARES TR
-$473.2K
183,601
-8%
增持
LDOS
LEIDOS HOLDINGS INC
+$462.9K
23,994
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$426.2K
7,074
+7%
增持
SCHM
SCHWAB STRATEGIC TR
+$424.9K
74,103
+1%
建仓
ESGD
ISHARES TR
+$420.5K
6,397
清仓
VHT
VANGUARD WORLD FDS
-$419.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$416.6K
109,178
-1%
减持
ABBV
ABBVIE INC
+$411.5K
16,147
-1%
增持
IWD
ISHARES TR
+$398.1K
8,336
+31%
减持
SPIP
SPDR SER TR
+$397.8K
1,289,939
-0%
减持
IWN
ISHARES TR
+$393.2K
47,027
-1%
减持
ICLN
ISHARES TR
-$381.3K
49,810
-31%
清仓
SLV
ISHARES SILVER TR
-$374.0K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$368.5K
13,155
-38%
减持
IVE
ISHARES TR
+$365.4K
43,134
-6%
减持
VOE
VANGUARD INDEX FDS
+$361.9K
31,654
-2%
增持
BA
BOEING CO
+$360.2K
4,841
+4%
增持
PFF
ISHARES TR
+$358.2K
280,256
+8%
减持
IWB
ISHARES TR
-$355.8K
18,222
-14%
建仓
XLV
SELECT SECTOR SPDR TR
+$343.7K
2,530
建仓
SUB
ISHARES TR
+$331.6K
3,180
减持
GWX
SPDR INDEX SHS FDS
+$328.9K
115,774
-2%
建仓
NFLX
NETFLIX INC
+$313.5K
1,063
建仓
—
SKECHERS U S A INC
+$305.3K
7,278
增持
GD
GENERAL DYNAMICS CORP
+$304.7K
6,125
+7%
增持
CVX
CHEVRON CORP NEW
+$302.3K
6,699
+7%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
+$302.0K
15,478
-3%
增持
IWF
ISHARES TR
+$291.9K
9,274
+15%
增持
ACWI
ISHARES TR
+$291.2K
11,077
+33%
增持
IJR
ISHARES TR
+$287.4K
34,419
+1%
减持
VO
VANGUARD INDEX FDS
+$279.7K
90,706
-6%
增持
VSGX
VANGUARD WORLD FD
+$275.6K
10,665
+86%
建仓
TXN
TEXAS INSTRS INC
+$274.5K
1,661
增持
SCHH
SCHWAB STRATEGIC TR
+$271.4K
102,248
+12%
清仓
VCR
VANGUARD WORLD FDS
-$265.0K
0
-100%
减持
SRE
SEMPRA
-$262.4K
21,396
-10%
清仓
—
BROOKFIELD ASSET MGMT INC
-$262.0K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$261.1K
751
清仓
VFH
VANGUARD WORLD FDS
-$260.0K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$257.3K
7,524
增持
PG
PROCTER AND GAMBLE CO
+$255.2K
7,886
+6%
建仓
MDLZ
MONDELEZ INTL INC
+$248.1K
3,723
建仓
XLY
SELECT SECTOR SPDR TR
+$243.6K
1,886
增持
UNH
UNITEDHEALTH GROUP INC
+$243.4K
2,745
+14%
建仓
SDY
SPDR SER TR
+$239.5K
1,915
增持
—
EXXON MOBIL CORP
+$235.2K
10,038
+1%
增持
COST
COSTCO WHSL CORP NEW
+$234.1K
4,820
+16%
建仓
SMMD
ISHARES TR
+$233.3K
4,391
增持
JPM
JPMORGAN CHASE & CO
+$232.6K
3,613
+50%
建仓
SCHW
SCHWAB CHARLES CORP
+$224.9K
2,701
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$224.7K
11,313
+1%
建仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$222.1K
18,054
增持
ABT
ABBOTT LABS
+$220.8K
16,475
+0%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$218.1K
12,484
增持
UPS
UNITED PARCEL SERVICE INC
+$214.9K
17,337
+0%
清仓
SCHD
SCHWAB STRATEGIC TR
-$211.0K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$211.0K
1,226
减持
SCHV
SCHWAB STRATEGIC TR
+$207.5K
36,270
-3%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$207.1K
5,300
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.9K
1,454
减持
HD
HOME DEPOT INC
+$202.8K
10,162
-7%
建仓
ES
EVERSOURCE ENERGY
+$201.6K
2,404
建仓
BN
BROOKFIELD CORP
+$200.7K
6,379
增持
ORCL
ORACLE CORP
+$200.5K
7,114
+14%
减持
IJJ
ISHARES TR
+$195.5K
23,795
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$193.4K
92,649
-8%
减持
PFE
PFIZER INC
+$187.6K
25,246
-0%
增持
EEMS
ISHARES INC
+$187.5K
30,727
+8%
增持
LLY
LILLY ELI & CO
+$183.9K
4,001
+1%
增持
VXF
VANGUARD INDEX FDS
+$183.2K
6,354
+22%
增持
SBUX
STARBUCKS CORP
+$179.6K
8,262
+9%
增持
VUG
VANGUARD INDEX FDS
+$166.7K
1,852
+74%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$154.0K
804
+41%
减持
SPMD
SPDR SER TR
+$153.4K
79,986
-5%
