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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 36
增持 81
减持 25
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$56.2M
628,139
+11%
增持
BND
VANGUARD BD INDEX FDS
+$37.4M
3,329,040
+12%
增持
DFAT
DIMENSIONAL ETF TRUST
+$31.1M
1,774,886
+31%
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
IEFA
ISHARES TR
+$27.9M
2,461,180
+9%
增持
VNQ
VANGUARD INDEX FDS
+$25.4M
1,412,044
+8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$21.5M
1,898,792
+49%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.4M
5,003,393
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$16.5M
778,715
+91%
增持
DFAS
DIMENSIONAL ETF TRUST
+$15.7M
1,027,258
+18%
增持
IGSB
ISHARES TR
+$14.5M
2,411,136
+10%
增持
AVDV
AMERICAN CENTY ETF TR
+$10.0M
906,024
+12%
减持
AVLV
AMERICAN CENTY ETF TR
+$8.6M
1,809,680
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.1M
670,993
+58%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$7.9M
147,733
建仓
DFAX
DIMENSIONAL ETF TRUST
+$7.8M
320,762
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.6M
1,081,188
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.8M
1,354,205
+9%
增持
AVEM
AMERICAN CENTY ETF TR
+$6.2M
1,507,454
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$6.2M
678,821
+24%
增持
GNR
SPDR INDEX SHS FDS
+$5.8M
1,345,323
+6%
增持
IVV
ISHARES TR
+$5.2M
34,409
+31%
增持
DFSD
DIMENSIONAL ETF TRUST
+$4.6M
103,950
+1359%
增持
AAPL
APPLE INC
+$4.5M
152,894
+5%
增持
SPAB
SPDR SER TR
+$4.0M
283,739
+113%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
74,932
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.8M
592,787
+10%
增持
JPM
JPMORGAN CHASE & CO
+$3.7M
26,737
+352%
增持
MSFT
MICROSOFT CORP
+$3.3M
40,022
+7%
减持
ITOT
ISHARES TR
+$3.1M
390,703
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
1,386,497
-4%
增持
HYG
ISHARES TR
+$2.9M
327,848
+8%
减持
VTI
VANGUARD INDEX FDS
+$2.5M
122,294
-2%
减持
AGG
ISHARES TR
-$2.5M
132,838
-20%
增持
VB
VANGUARD INDEX FDS
+$2.4M
84,395
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
15,630
+69%
建仓
NVR
NVR INC
+$2.3M
330
减持
VO
VANGUARD INDEX FDS
+$2.1M
94,471
-1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.1M
5,479
减持
IWN
ISHARES TR
-$2.0M
52,690
-30%
增持
FREL
FIDELITY COVINGTON TRUST
+$2.0M
488,789
+1%
增持
SCHH
SCHWAB STRATEGIC TR
+$2.0M
183,913
+78%
增持
EMB
ISHARES TR
+$1.9M
142,322
+9%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.9M
623,330
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
7,614
+67%
增持
SPSM
SPDR SER TR
+$1.8M
276,068
+3%
增持
AMZN
AMAZON COM INC
+$1.6M
39,445
+15%
减持
SPYV
SPDR SER TR
+$1.6M
404,228
-3%
增持
PFF
ISHARES TR
+$1.6M
404,860
+10%
减持
VV
VANGUARD INDEX FDS
+$1.5M
142,654
-6%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.4M
5,561
+102%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
7,008
+21%
增持
VBR
VANGUARD INDEX FDS
+$1.3M
28,715
+20%
增持
SCZ
ISHARES TR
+$1.3M
180,544
+4%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$1.3M
77,222
-43%
增持
VFQY
VANGUARD WELLINGTON FD
+$1.2M
46,827
+12%
增持
BA
BOEING CO
+$1.2M
9,262
+46%
建仓
AMLP
ALPS ETF TR
+$1.1M
26,206
增持
QQQ
INVESCO QQQ TR
+$1.1M
11,467
+13%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
17,554
+68%
增持
—
EXXON MOBIL CORP
+$1.0M
22,893
+117%
增持
SCHM
SCHWAB STRATEGIC TR
+$944.0K
75,781
+8%
减持
BSV
VANGUARD BD INDEX FDS
-$924.9K
63,657
-18%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$918.2K
18,927
减持
SPTM
SPDR SER TR
+$820.9K
261,514
-5%
减持
VTV
VANGUARD INDEX FDS
+$794.2K
87,890
-2%
增持
EMGF
ISHARES INC
+$784.0K
261,538
+3%
减持
SPIP
SPDR SER TR
-$780.5K
1,199,656
-5%
增持
SPEM
SPDR INDEX SHS FDS
+$721.4K
137,297
+11%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$698.3K
21,002
增持
META
META PLATFORMS INC
+$696.4K
3,699
+81%
增持
QCOM
QUALCOMM INC
+$661.1K
16,350
+7%
增持
GLD
SPDR GOLD TR
+$657.6K
5,654
+129%
减持
EFA
ISHARES TR
+$655.4K
135,347
-2%
增持
HD
HOME DEPOT INC
+$635.8K
9,447
+8%
增持
TSLA
TESLA INC
+$621.2K
24,374
+12%
增持
BAC
BANK AMERICA CORP
+$599.8K
29,395
+106%
增持
ESGU
ISHARES TR
+$597.0K
10,919
+87%
增持
IWF
ISHARES TR
+$588.8K
10,561
+8%
减持
IVE
ISHARES TR
+$588.0K
38,722
-3%
建仓
MTB
M & T BK CORP
+$581.5K
4,242
清仓
—
HORIZON THERAPEUTICS PUB L
-$569.8K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$542.2K
30,901
+31%
增持
XLK
SELECT SECTOR SPDR TR
+$532.3K
10,594
+15%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$507.3K
13,629
建仓
FELG
FIDELITY COVINGTON TRUST
+$492.7K
18,784
减持
CMF
ISHARES TR
-$490.1K
171,654
-10%
增持
VXF
VANGUARD INDEX FDS
+$488.3K
21,244
+1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$487.7K
12,937
减持
TIP
ISHARES TR
-$482.5K
159,311
-6%
减持
IJH
ISHARES TR
+$481.3K
20,338
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$468.2K
15,753
+190%
建仓
—
NXP SEMICONDUCTORS N V
+$460.1K
2,003
建仓
DFUS
DIMENSIONAL ETF TRUST
+$451.9K
8,718
建仓
SCHW
SCHWAB CHARLES CORP
+$448.1K
6,513
增持
INTC
INTEL CORP
+$445.3K
23,315
+14%
清仓
IEF
ISHARES TR
-$434.1K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$432.5K
30,742
+0%
增持
IJR
ISHARES TR
+$426.5K
27,690
+2%
增持
MRK
MERCK & CO INC
+$420.4K
25,901
+11%
建仓
PYPL
PAYPAL HLDGS INC
+$408.2K
6,647
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$407.5K
3,766
+153%
增持
JNJ
JOHNSON & JOHNSON
+$400.4K
12,947
+24%
增持
EWX
SPDR INDEX SHS FDS
+$397.3K
93,143
+2%
增持
JNK
SPDR SER TR
+$394.9K
13,087
+40%
增持
—
AON PLC
-$373.9K
12,168
+1%
减持
IWB
ISHARES TR
+$359.3K
17,469
-3%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$357.9K
2,813
建仓
TTD
THE TRADE DESK INC
+$357.5K
4,969
减持
LDOS
LEIDOS HOLDINGS INC
+$341.3K
23,342
-2%
建仓
DUK
DUKE ENERGY CORP NEW
+$336.1K
3,463
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$333.2K
0
-100%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$319.4K
3,202
增持
AVGO
BROADCOM INC
+$316.3K
525
+62%
增持
UNH
UNITEDHEALTH GROUP INC
+$313.1K
3,459
+16%
建仓
TMFM
RBB FD INC
+$307.4K
12,145
增持
CRWD
CROWDSTRIKE HLDGS INC
+$306.5K
3,287
+3%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$301.0K
15,631
+0%
增持
DIS
DISNEY WALT CO
+$297.3K
14,204
+17%
建仓
CMCSA
COMCAST CORP NEW
+$290.5K
6,625
增持
ABT
ABBOTT LABS
+$288.9K
17,592
+3%
清仓
MBB
ISHARES TR
-$279.0K
0
-100%
清仓
EFAV
ISHARES TR
-$276.5K
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$273.2K
10,701
减持
SPMD
SPDR SER TR
+$268.9K
73,731
-3%
减持
IGE
ISHARES TR
-$261.6K
110,281
-3%
建仓
WM
WASTE MGMT INC DEL
+$259.7K
1,450
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$258.3K
0
-100%
减持
SUB
ISHARES TR
-$258.3K
7,526
-26%
建仓
BN
BROOKFIELD CORP
+$255.9K
6,379
建仓
SCHK
SCHWAB STRATEGIC TR
+$255.5K
5,547
增持
GD
GENERAL DYNAMICS CORP
+$254.6K
6,161
+1%
减持
USB
US BANCORP DEL
+$254.0K
30,213
-5%
建仓
—
LABORATORY CORP AMER HLDGS
+$250.9K
1,104
增持
CAT
CATERPILLAR INC
+$249.4K
8,678
+2%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$247.4K
1,174
清仓
PSA
PUBLIC STORAGE
-$246.1K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$242.2K
3,994
+36%
清仓
XLP
SELECT SECTOR SPDR TR
-$241.9K
0
-100%
建仓
TGT
TARGET CORP
+$239.1K
1,679
增持
EEM
ISHARES TR
+$238.6K
65,329
+4%
建仓
SYY
SYSCO CORP
+$237.9K
3,253
建仓
CW
CURTISS WRIGHT CORP
+$237.8K
1,067
建仓
—
IMMUNOGEN INC
+$237.2K
8,000
增持
V
VISA INC
+$236.1K
4,835
+9%
增持
WFC
WELLS FARGO CO NEW
+$235.3K
17,393
+14%
建仓
AMAT
APPLIED MATLS INC
+$233.8K
1,443
建仓
SO
SOUTHERN CO
+$232.2K
3,311
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$230.7K
517
建仓
—
LAM RESEARCH CORP
+$228.9K
292
建仓
IYR
ISHARES TR
+$228.4K
2,499
