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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 16
增持 84
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$13.1M
2,972,922
+11%
增持
DFAT
DIMENSIONAL ETF TRUST
+$12.7M
1,353,030
+28%
增持
IGSB
ISHARES TR
+$12.5M
2,190,933
+14%
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。
建仓
DFAI
DIMENSIONAL ETF TRUST
+$11.1M
423,967
增持
DFAS
DIMENSIONAL ETF TRUST
+$10.7M
867,161
+37%
增持
DUHP
DIMENSIONAL ETF TRUST
+$10.1M
1,278,348
+49%
增持
SPY
SPDR S&P 500 ETF TR
+$9.4M
566,973
+8%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.4M
963,610
+13%
增持
GNR
SPDR INDEX SHS FDS
+$6.1M
1,264,001
+6%
增持
IEFA
ISHARES TR
-$5.8M
2,256,773
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$5.6M
806,172
+13%
增持
VOO
VANGUARD INDEX FDS
+$5.0M
73,516
+26%
减持
SPSM
SPDR SER TR
-$4.9M
267,948
-30%
增持
AGG
ISHARES TR
+$4.1M
166,731
+42%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.1M
257,493
+51%
清仓
CASH
PATHWARD FINANCIAL INC
-$3.0M
0
减持
ITOT
ISHARES TR
-$2.4M
403,501
-2%
减持
SPDW
SPDR INDEX SHS FDS
-$2.2M
545,335
-7%
增持
DFAC
DIMENSIONAL ETF TRUST
-$2.1M
4,919,382
+2%
增持
VNQ
VANGUARD INDEX FDS
-$1.8M
1,313,192
+8%
减持
TIP
ISHARES TR
-$1.8M
169,754
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
1,246,873
+8%
减持
AVLV
AMERICAN CENTY ETF TR
-$1.7M
1,821,482
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.7M
408,687
+15%
减持
VTI
VANGUARD INDEX FDS
-$1.6M
124,642
-2%
减持
FREL
FIDELITY COVINGTON TRUST
-$1.3M
485,204
-2%
减持
VV
VANGUARD INDEX FDS
-$1.3M
151,253
-1%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$1.3M
135,467
+79%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.3M
537,583
+9%
增持
QUAL
ISHARES TR
+$1.3M
122,181
+11%
增持
EMGF
ISHARES INC
+$1.2M
254,902
+15%
减持
SPYV
SPDR SER TR
-$1.2M
417,129
-2%
增持
SPIP
SPDR SER TR
-$1.2M
1,266,334
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$1.2M
616,311
-1%
增持
HYG
ISHARES TR
+$1.1M
304,830
+7%
建仓
USB
US BANCORP DEL
+$1.1M
31,870
减持
IJJ
ISHARES TR
-$998.3K
13,751
-38%
减持
IJS
ISHARES TR
-$940.4K
5,101
-65%
增持
GOOG
ALPHABET INC
+$894.6K
18,549
+45%
减持
IJR
ISHARES TR
-$770.6K
27,255
-19%
减持
SCZ
ISHARES TR
-$747.0K
174,253
-3%
增持
MUB
ISHARES TR
+$691.0K
39,838
+25%
增持
BSV
VANGUARD BD INDEX FDS
+$676.1K
77,528
+14%
增持
GOOGL
ALPHABET INC
+$664.6K
13,691
+45%
增持
LLY
ELI LILLY & CO
+$650.7K
4,502
+19%
增持
IWN
ISHARES TR
+$629.9K
75,351
+11%
增持
AAPL
APPLE INC
-$621.9K
145,611
+11%
增持
SUB
ISHARES TR
+$620.8K
10,225
+147%
减持
IJH
ISHARES TR
-$601.2K
20,676
-6%
增持
AVEM
AMERICAN CENTY ETF TR
-$599.9K
1,492,369
+1%
增持
PFF
ISHARES TR
+$592.7K
366,530
+8%
减持
SCHF
SCHWAB STRATEGIC TR
-$577.7K
95,943
-11%
建仓
—
HORIZON THERAPEUTICS PUB L
+$569.8K
4,925
增持
SPTM
SPDR SER TR
-$532.9K
275,568
+0%
增持
VBR
VANGUARD INDEX FDS
+$519.0K
23,948
+20%
减持
UPS
UNITED PARCEL SERVICE INC
-$474.7K
18,225
-1%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$457.7K
2,405
减持
—
AON PLC
-$454.3K
12,075
-5%
增持
IVV
ISHARES TR
+$451.6K
26,262
+8%
建仓
IEF
ISHARES TR
+$434.1K
4,740
增持
VO
VANGUARD INDEX FDS
-$434.0K
95,247
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$391.1K
1,449,586
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$374.5K
4,311
+137%
增持
EFA
ISHARES TR
-$374.5K
138,465
+1%
增持
CMF
ISHARES TR
-$364.8K
190,295
+0%
增持
AMZN
AMAZON COM INC
+$363.6K
34,191
+12%
减持
SCHM
SCHWAB STRATEGIC TR
-$341.0K
70,388
-2%
增持
RTX
RTX CORPORATION
-$338.3K
14,350
+3%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$333.2K
6,002
增持
VB
VANGUARD INDEX FDS
-$326.6K
82,428
+3%
增持
MSFT
MICROSOFT CORP
+$321.4K
37,289
+11%
增持
ABBV
ABBVIE INC
+$315.9K
18,135
+2%
增持
NVDA
NVIDIA CORPORATION
+$303.8K
4,572
+15%
增持
ESGD
ISHARES TR
+$298.2K
11,425
+69%
增持
VUG
VANGUARD INDEX FDS
+$284.5K
2,957
+61%
减持
VOE
VANGUARD INDEX FDS
-$283.6K
30,737
-1%
建仓
MBB
ISHARES TR
+$279.0K
3,142
清仓
DXCM
DEXCOM INC
-$278.6K
0
-100%
建仓
EFAV
ISHARES TR
+$276.5K
4,239
减持
IGE
ISHARES TR
+$274.0K
114,264
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$273.2K
91,430
-1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$258.3K
3,400
清仓
—
LABORATORY CORP AMER HLDGS
-$253.6K
0
-100%
建仓
PSA
PUBLIC STORAGE
+$246.1K
934
增持
IEMG
ISHARES INC
+$239.2K
222,582
+6%
减持
IWB
ISHARES TR
-$233.8K
17,974
-2%
建仓
GE
GENERAL ELECTRIC CO
+$233.6K
2,113
减持
GWX
SPDR INDEX SHS FDS
-$232.4K
108,130
-2%
建仓
FDX
FEDEX CORP
+$227.3K
858
清仓
VZ
VERIZON COMMUNICATIONS INC
-$227.3K
0
-100%
清仓
SDY
SPDR SER TR
-$226.4K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$223.0K
0
-100%
清仓
IYR
ISHARES TR
-$219.3K
0
-100%
增持
IJT
ISHARES TR
+$218.3K
4,131
+102%
清仓
BN
BROOKFIELD CORP
-$218.2K
0
-100%
清仓
WPC
WP CAREY INC
-$216.8K
0
-100%
增持
AMGN
AMGEN INC
+$214.4K
2,491
+22%
减持
SPMD
SPDR SER TR
-$213.6K
75,892
-2%
建仓
AXP
AMERICAN EXPRESS CO
+$210.7K
1,412
建仓
XLI
SELECT SECTOR SPDR TR
+$209.0K
2,062
增持
USRT
ISHARES TR
+$204.0K
212,950
+11%
建仓
RELY
REMITLY GLOBAL INC
+$203.1K
8,053
增持
JPM
JPMORGAN CHASE & CO
+$203.0K
5,916
+31%
建仓
FCX
FREEPORT-MCMORAN INC
+$202.4K
5,429
增持
BIL
SPDR SER TR
+$200.6K
5,846
+60%
增持
EMB
ISHARES TR
+$200.0K
130,405
+7%
增持
EIX
EDISON INTL
+$197.9K
9,598
+63%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$181.4K
799,775
+2%
增持
ABT
ABBOTT LABS
-$178.5K
17,010
+2%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$178.0K
1,347
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$176.9K
2,991
+8%
增持
LMT
LOCKHEED MARTIN CORP
-$176.1K
3,507
+0%
增持
V
VISA INC
+$171.2K
4,447
+24%
减持
VFQY
VANGUARD WELLINGTON FD
-$170.3K
41,706
-2%
增持
VOT
VANGUARD INDEX FDS
+$169.7K
5,670
+25%
增持
IWF
ISHARES TR
+$161.5K
9,824
+10%
增持
—
EXXON MOBIL CORP
+$161.3K
10,537
+5%
减持
MDYV
SPDR SER TR
-$159.7K
17,838
-7%
减持
CAT
CATERPILLAR INC
+$158.5K
8,486
-3%
增持
WMT
WALMART INC
+$156.0K
5,269
+21%
增持
VTV
VANGUARD INDEX FDS
-$153.1K
89,504
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.0K
9,266
+2%
减持
HD
HOME DEPOT INC
-$145.7K
8,730
-3%
减持
SPEM
SPDR INDEX SHS FDS
-$133.3K
123,331
-1%
增持
CSCO
CISCO SYS INC
+$131.9K
9,920
+28%
增持
SCHH
SCHWAB STRATEGIC TR
-$129.1K
103,516
+3%
增持
BA
BOEING CO
+$129.0K
6,341
+23%
增持
MRK
MERCK & CO INC
-$127.1K
23,345
+6%
减持
COST
COSTCO WHSL CORP NEW
+$121.0K
5,778
-1%
减持
MCD
MCDONALDS CORP
-$120.6K
2,619
-4%
减持
GLD
SPDR GOLD TR
-$120.2K
2,469
-19%
增持
COP
CONOCOPHILLIPS
+$118.1K
2,793
+34%
减持
DIS
DISNEY WALT CO
-$117.9K
12,155
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$117.6K
5,730
-19%
增持
HON
HONEYWELL INTL INC
-$117.1K
5,775
+1%
减持
IAGG
ISHARES TR
-$112.4K
108,092
-1%
增持
ADBE
ADOBE INC
+$108.7K
777
+32%
减持
SCHV
SCHWAB STRATEGIC TR
-$102.0K
32,400
-1%
增持
META
META PLATFORMS INC
+$100.6K
2,042
+14%
增持
STIP
ISHARES TR
-$98.7K
312,339
+0%
减持
GUNR
FLEXSHARES TR
+$97.6K
406,995
-0%
减持
F
FORD MTR CO DEL
-$95.3K
21,563
-10%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$92.8K
12,675
-3%
增持
TSLA
TESLA INC
-$90.7K
21,722
+3%
增持
PG
PROCTER AND GAMBLE CO
+$87.3K
10,426
+10%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$82.7K
13,586
+25%
增持
QCOM
QUALCOMM INC
-$80.3K
15,340
+2%
减持
SBUX
STARBUCKS CORP
-$78.9K
8,765
-1%
增持
EEM
ISHARES TR
-$78.8K
62,931
+1%
增持
IVE
ISHARES TR
-$74.4K
39,947
+4%