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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 92
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$33.2M
469,907
+13%
增持
BND
VANGUARD BD INDEX FDS
+$24.7M
2,322,206
+14%
增持
IEFA
ISHARES TR
+$19.4M
2,064,917
+7%
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
IGSB
ISHARES TR
+$11.7M
1,671,200
+14%
增持
DFAT
DIMENSIONAL ETF TRUST
+$10.7M
717,037
+48%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.7M
4,707,929
+4%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$9.6M
380,625
增持
VNQ
VANGUARD INDEX FDS
+$8.4M
1,130,989
+9%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.9M
629,438
+16%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.0M
736,075
+15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$5.7M
505,840
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
1,415,246
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.9M
1,463,210
+2%
增持
AAPL
APPLE INC
+$4.6M
127,711
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.2M
1,079,423
+7%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
60,249
+10%
增持
GNR
SPDR INDEX SHS FDS
+$3.0M
1,134,513
+5%
增持
IWN
ISHARES TR
+$2.5M
65,585
+39%
增持
HYG
ISHARES TR
+$2.2M
263,147
+10%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.1M
477,484
+5%
减持
VV
VANGUARD INDEX FDS
+$2.0M
166,180
-0%
增持
QUAL
ISHARES TR
+$1.9M
113,348
+6%
增持
MSFT
MICROSOFT CORP
+$1.8M
32,634
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.7M
774,448
+2%
增持
EFA
ISHARES TR
+$1.6M
153,480
+8%
减持
ITOT
ISHARES TR
+$1.6M
420,422
-2%
减持
TSLA
TESLA INC
+$1.6M
19,681
-3%
增持
VB
VANGUARD INDEX FDS
+$1.6M
79,983
+8%
增持
EMGF
ISHARES INC
+$1.6M
198,005
+22%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.5M
620,607
+0%
减持
VTI
VANGUARD INDEX FDS
+$1.4M
126,819
-1%
增持
SPYV
SPDR SER TR
+$1.4M
427,704
+4%
增持
AGG
ISHARES TR
+$1.4M
112,033
+11%
增持
AMZN
AMAZON COM INC
+$1.2M
30,498
+31%
减持
AVLV
AMERICAN CENTY ETF TR
+$1.1M
1,827,806
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$1.1M
593,859
-2%
增持
EMB
ISHARES TR
+$1.0M
112,197
+10%
增持
PFF
ISHARES TR
+$1.0M
307,521
+10%
增持
QQQ
INVESCO QQQ TR
+$1.0M
9,174
+28%
建仓
—
ACCENTURE PLC IRELAND
+$1.0M
3,539
增持
VBR
VANGUARD INDEX FDS
+$949.1K
17,493
+52%
增持
IEMG
ISHARES INC
+$935.5K
192,880
+6%
增持
VO
VANGUARD INDEX FDS
+$918.0K
92,001
+1%
减持
SPIP
SPDR SER TR
+$872.1K
1,278,625
-1%
增持
TIP
ISHARES TR
+$781.1K
180,076
+0%
增持
COST
COSTCO WHSL CORP NEW
+$660.5K
5,757
+19%
减持
SRE
SEMPRA
-$654.1K
17,548
-18%
减持
HD
HOME DEPOT INC
-$632.3K
8,733
-14%
增持
XLK
SELECT SECTOR SPDR TR
+$619.7K
8,229
+64%
减持
SPTM
SPDR SER TR
+$618.2K
283,833
-2%
增持
NVDA
NVIDIA CORPORATION
+$564.9K
4,025
+6%
减持
IVV
ISHARES TR
+$526.8K
24,847
-1%
减持
STIP
ISHARES TR
+$505.5K
309,705
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$495.3K
128,384
+9%
增持
IWB
ISHARES TR
+$471.7K
19,126
+5%
增持
GUNR
FLEXSHARES TR
-$455.0K
400,887
+0%
增持
JNJ
JOHNSON & JOHNSON
+$421.9K
10,041
+56%
减持
VTV
VANGUARD INDEX FDS
-$420.7K
89,261
-2%
增持
USRT
ISHARES TR
+$401.1K
183,180
+3%
增持
MUB
ISHARES TR
+$390.7K
27,775
+13%
增持
EEM
ISHARES TR
+$381.2K
70,172
+11%
增持
CMF
ISHARES TR
+$377.1K
185,980
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$357.8K
175,942
-5%
减持
SCZ
ISHARES TR
+$345.4K
185,616
-2%
建仓
AVUS
AMERICAN CENTY ETF TR
+$327.3K
4,617
减持
LDOS
LEIDOS HOLDINGS INC
-$322.2K
23,916
-0%
减持
UPS
UNITED PARCEL SERVICE INC
+$317.4K
17,172
-1%
减持
IVE
ISHARES TR
-$316.1K
39,149
-9%
建仓
XLC
SELECT SECTOR SPDR TR
+$311.9K
5,380
建仓
XLI
SELECT SECTOR SPDR TR
+$301.7K
2,982
清仓
VYM
VANGUARD WHITEHALL FDS
-$298.6K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$295.6K
116,305
+14%
增持
BAC
BANK AMERICA CORP
+$289.5K
26,286
+88%
清仓
EIX
EDISON INTL
-$289.1K
0
-100%
建仓
META
META PLATFORMS INC
+$284.6K
1,343
增持
QCOM
QUALCOMM INC
+$272.0K
14,787
+1%
减持
IWF
ISHARES TR
+$266.1K
9,221
-1%
增持
EWX
SPDR INDEX SHS FDS
+$264.4K
91,637
+2%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$259.9K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$257.7K
108,457
-1%
建仓
SCHG
SCHWAB STRATEGIC TR
+$255.4K
3,919
增持
IJH
ISHARES TR
+$252.7K
21,242
+2%
建仓
DXCM
DEXCOM INC
+$251.9K
2,168
建仓
TGT
TARGET CORP
+$241.0K
1,455
增持
GOOG
ALPHABET INC
+$240.8K
10,094
+11%
减持
SPSM
SPDR SER TR
+$240.4K
390,437
-0%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$239.7K
622
增持
NOC
NORTHROP GRUMMAN CORP
+$231.9K
2,751
+45%
增持
GOOGL
ALPHABET INC
+$228.8K
9,151
+12%
建仓
XLP
SELECT SECTOR SPDR TR
+$227.5K
3,045
清仓
SCHW
SCHWAB CHARLES CORP
-$224.9K
0
-100%
清仓
SGOL
ABRDN GOLD ETF TRUST
-$218.1K
0
-100%
建仓
DOW
DOW INC
+$215.2K
3,926
建仓
AVGO
BROADCOM INC
+$211.7K
330
建仓
ROK
ROCKWELL AUTOMATION INC
+$208.9K
712
增持
PFE
PFIZER INC
-$208.8K
26,587
+5%
增持
BA
BOEING CO
+$204.8K
5,305
+10%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$202.1K
4,417
清仓
ES
EVERSOURCE ENERGY
-$201.6K
0
-100%
减持
IJT
ISHARES TR
-$197.5K
2,043
-48%
增持
PG
PROCTER AND GAMBLE CO
+$195.4K
9,352
+19%
增持
VXF
VANGUARD INDEX FDS
+$193.6K
7,402
+16%
增持
VTEB
VANGUARD MUN BD FDS
+$184.6K
45,686
+6%
增持
—
AON PLC
+$177.6K
11,463
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$172.3K
13,418
+19%
增持
DIS
DISNEY WALT CO
+$167.8K
12,117
+1%
减持
LLY
LILLY ELI & CO
-$166.2K
3,779
-6%
增持
XLY
SELECT SECTOR SPDR TR
+$165.2K
2,734
+45%
增持
XLV
SELECT SECTOR SPDR TR
+$159.1K
3,884
+54%
增持
EW
EDWARDS LIFESCIENCES CORP
+$152.1K
17,815
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$150.5K
2,761
+1%
减持
CVX
CHEVRON CORP NEW
-$147.1K
6,468
-3%
增持
ABBV
ABBVIE INC
+$146.5K
17,293
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$131.3K
58,840
-4%
减持
SCHM
SCHWAB STRATEGIC TR
+$130.5K
73,580
-1%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$130.0K
2,373
+0%
增持
YUM
YUM BRANDS INC
+$129.7K
2,940
+46%
增持
PNC
PNC FINL SVCS GROUP INC
-$123.3K
4,105
+1%
增持
ORCL
ORACLE CORP
+$123.2K
7,584
+7%
增持
ABT
ABBOTT LABS
-$120.4K
16,674
+1%
增持
IGE
ISHARES TR
+$114.5K
114,137
+7%
增持
SPAB
SPDR SER TR
+$114.4K
129,265
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$112.2K
68,804
-4%
增持
SBUX
STARBUCKS CORP
+$112.0K
8,946
+8%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$107.6K
88,893
-4%
增持
SPYG
SPDR SER TR
+$103.0K
8,942
+16%
减持
SHY
ISHARES TR
-$99.0K
79,843
-3%
增持
MDYG
SPDR SER TR
+$96.0K
15,453
+5%
减持
INTC
INTEL CORP
+$95.9K
20,134
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$91.0K
10,835
+44%
增持
F
FORD MTR CO DEL
+$90.5K
22,324
+36%
增持
JPM
JPMORGAN CHASE & CO
+$90.2K
4,410
+22%
增持
GLD
SPDR GOLD TR
+$85.2K
2,928
+10%
增持
ESGD
ISHARES TR
+$84.4K
7,029
+10%
增持
VGT
VANGUARD WORLD FDS
+$78.2K
859
+9%
减持
JNK
SPDR SER TR
-$75.9K
8,647
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$74.9K
3,510
-2%
增持
CAT
CATERPILLAR INC
-$74.2K
8,811
+1%
增持
ON
ON SEMICONDUCTOR CORP
+$73.9K
3,549
+1%
增持
V
VISA INC
+$73.6K
3,581
+1%
增持
VUG
VANGUARD INDEX FDS
+$73.0K
1,875
+1%
减持
GWX
SPDR INDEX SHS FDS
+$71.9K
112,264
-3%
增持
SCHB
SCHWAB STRATEGIC TR
+$71.6K
23,474
+0%
增持
NFLX
NETFLIX INC
+$71.4K
1,114
+5%
增持
PM
PHILIP MORRIS INTL INC
+$71.3K
5,736
+19%
增持
BAX
BAXTER INTL INC
-$70.2K
8,023
+3%
减持
FREL
FIDELITY COVINGTON TRUST
-$67.9K
497,927
-1%
减持
IWM
ISHARES TR
-$64.3K
3,748
-11%
减持
ESGU
ISHARES TR
-$63.5K
5,627
-17%
减持
VOE
VANGUARD INDEX FDS
-$62.8K
31,462
-1%
