小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 72
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$53.5M
673,067
+7%
增持
BND
VANGUARD BD INDEX FDS
+$25.1M
3,716,553
+12%
增持
IEFA
ISHARES TR
+$22.1M
2,630,546
+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
DUHP
DIMENSIONAL ETF TRUST
+$21.7M
2,404,910
+27%
增持
DFAT
DIMENSIONAL ETF TRUST
+$19.4M
2,062,366
+16%
增持
IGSB
ISHARES TR
+$14.1M
2,685,186
+11%
增持
DFAS
DIMENSIONAL ETF TRUST
+$11.5M
1,167,181
+14%
减持
DFAC
DIMENSIONAL ETF TRUST
+$11.2M
4,926,985
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$9.2M
998,981
+10%
增持
GNR
SPDR INDEX SHS FDS
+$7.7M
1,449,160
+8%
减持
AVLV
AMERICAN CENTY ETF TR
+$7.5M
1,743,516
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.0M
1,207,161
+12%
增持
DCOR
DIMENSIONAL ETF TRUST
+$6.4M
243,466
+65%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.1M
1,479,550
+9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.2M
807,316
+20%
增持
MSFT
MICROSOFT CORP
+$4.8M
47,156
+18%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
8,067
+6%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.1M
1,519,459
+1%
增持
VNQ
VANGUARD INDEX FDS
+$2.9M
1,476,096
+5%
减持
VOO
VANGUARD INDEX FDS
+$2.7M
73,757
-2%
增持
IVV
ISHARES TR
+$2.3M
35,640
+4%
增持
AMZN
AMAZON COM INC
+$2.2M
45,282
+15%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.1M
633,330
+7%
减持
VV
VANGUARD INDEX FDS
+$2.1M
138,411
-3%
减持
TSLA
TESLA INC
-$2.0M
23,149
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
1,362,085
-2%
减持
VTI
VANGUARD INDEX FDS
+$1.9M
118,993
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.9M
487
-91%
增持
VO
VANGUARD INDEX FDS
+$1.8M
95,122
+1%
增持
HYG
ISHARES TR
+$1.8M
349,240
+7%
增持
EMGF
ISHARES INC
+$1.7M
290,759
+11%
增持
LLY
ELI LILLY & CO
+$1.7M
5,399
+23%
增持
QQQ
INVESCO QQQ TR
+$1.6M
14,098
+23%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.6M
68,651
+542%
减持
ITOT
ISHARES TR
+$1.3M
367,717
-6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
805,433
+4%
增持
PFF
ISHARES TR
+$1.3M
431,286
+7%
增持
CAT
CATERPILLAR INC
+$1.2M
10,356
+19%
减持
VB
VANGUARD INDEX FDS
+$1.2M
84,068
-0%
增持
—
EXXON MOBIL CORP
+$1.2M
29,628
+29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
15,784
+1%
增持
AGG
ISHARES TR
+$1.0M
145,265
+9%
减持
USB
US BANCORP DEL
-$1.0M
6,224
-79%
减持
SPTM
SPDR SER TR
+$980.2K
253,557
-3%
减持
VTV
VANGUARD INDEX FDS
+$966.9K
86,617
-1%
建仓
RXST
RXSIGHT INC
+$948.7K
18,392
增持
SCHC
SCHWAB STRATEGIC TR
+$947.4K
633,949
+2%
增持
EMB
ISHARES TR
+$902.7K
151,420
+6%
减持
SPDW
SPDR INDEX SHS FDS
+$863.3K
668,247
-2%
减持
BA
BOEING CO
-$860.0K
8,054
-13%
增持
DFCF
DIMENSIONAL ETF TRUST
+$847.9K
807,279
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$787.1K
53,681
-16%
增持
GUNR
FLEXSHARES TR
+$738.5K
418,473
+4%
减持
SPYV
SPDR SER TR
+$704.2K
390,287
-3%
增持
AAPL
APPLE INC
+$700.6K
175,748
+15%
减持
QUAL
ISHARES TR
+$673.9K
102,826
-7%
增持
QCOM
QUALCOMM INC
+$668.5K
17,917
+10%
增持
MRK
MERCK & CO INC
+$654.4K
26,360
+2%
增持
JNJ
JOHNSON & JOHNSON
+$614.5K
16,713
+29%
增持
META
META PLATFORMS INC
+$606.3K
3,945
+7%
减持
FREL
FIDELITY COVINGTON TRUST
-$586.6K
476,797
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$580.1K
12,577
+19%
减持
—
AON PLC
-$538.9K
8,996
-26%
增持
ABBV
ABBVIE INC
+$538.2K
18,587
+1%
增持
HD
HOME DEPOT INC
+$531.8K
9,921
+5%
增持
VBR
VANGUARD INDEX FDS
+$523.5K
29,661
+3%
减持
JPM
JPMORGAN CHASE & CO
-$500.1K
20,209
-24%
减持
LDOS
LEIDOS HOLDINGS INC
+$473.6K
22,886
-2%
增持
IGE
ISHARES TR
+$472.9K
110,325
+0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$451.1K
7,268
减持
CRWD
CROWDSTRIKE HLDGS INC
-$448.4K
1,219
-63%
增持
CVX
CHEVRON CORP NEW
+$434.8K
10,322
+29%
减持
SBUX
STARBUCKS CORP
-$426.4K
5,004
-46%
减持
FCX
FREEPORT-MCMORAN INC
-$419.0K
5,352
-66%
增持
PG
PROCTER AND GAMBLE CO
+$416.7K
18,422
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$410.9K
324,054
+1%
清仓
PYPL
PAYPAL HLDGS INC
-$408.2K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
+$394.0K
74,934
-1%
建仓
PSA
PUBLIC STORAGE
+$386.5K
1,332
清仓
AVUS
AMERICAN CENTY ETF TR
-$376.5K
0
-100%
增持
RTX
RTX CORPORATION
+$371.7K
15,377
+15%
增持
GOOGL
ALPHABET INC
+$370.4K
15,778
+10%
减持
NOC
NORTHROP GRUMMAN CORP
-$358.5K
4,690
-16%
增持
UNH
UNITEDHEALTH GROUP INC
+$353.8K
4,396
+27%
减持
COST
COSTCO WHSL CORP NEW
+$351.4K
6,794
-3%
增持
ORCL
ORACLE CORP
+$351.4K
11,298
+12%
增持
MCD
MCDONALDS CORP
+$351.2K
4,330
+48%
减持
IVE
ISHARES TR
+$340.8K
37,869
-2%
减持
VFQY
VANGUARD WELLINGTON FD
+$331.3K
45,670
-2%
增持
WMT
WALMART INC
+$330.7K
22,399
+247%
减持
PSTG
PURE STORAGE INC
+$329.8K
24,229
-7%
减持
IWF
ISHARES TR
+$322.5K
10,457
-1%
减持
DIS
DISNEY WALT CO
+$308.8K
13,005
-8%
建仓
XLF
SELECT SECTOR SPDR TR
+$308.3K
7,320
减持
VOE
VANGUARD INDEX FDS
+$300.8K
30,522
-1%
减持
NVR
NVR INC
+$298.0K
322
-2%
建仓
SPYM
SPDR SER TR
+$296.5K
4,819
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$296.0K
532
增持
INTC
INTEL CORP
+$289.4K
33,076
+42%
增持
USRT
ISHARES TR
+$276.4K
194,368
+4%
增持
IWN
ISHARES TR
+$272.0K
53,248
+1%
减持
EFA
ISHARES TR
-$269.9K
124,324
-8%
减持
IWB
ISHARES TR
-$269.0K
14,972
-14%
增持
AMAT
APPLIED MATLS INC
+$258.4K
2,387
+65%
建仓
PSX
PHILLIPS 66
+$258.4K
1,582
清仓
SCHK
SCHWAB STRATEGIC TR
-$255.5K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$248.8K
2,077
-25%
增持
NKE
NIKE INC
+$247.2K
4,872
+151%
减持
SPMD
SPDR SER TR
+$246.9K
71,974
-2%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$244.6K
3,571
减持
VTEB
VANGUARD MUN BD FDS
-$238.5K
48,114
-8%
清仓
CW
CURTISS WRIGHT CORP
-$237.8K
0
-100%
清仓
—
IMMUNOGEN INC
-$237.2K
0
-100%
增持
BIL
SPDR SER TR
+$235.8K
8,535
+42%
增持
SHY
ISHARES TR
+$234.9K
80,169
+4%
建仓
TM
TOYOTA MOTOR CORP
+$234.8K
933
清仓
SO
SOUTHERN CO
-$232.2K
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$230.7K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$230.0K
882
增持
EMXC
ISHARES INC
+$228.2K
10,487
+55%
建仓
D
DOMINION ENERGY INC
+$226.0K
4,594
建仓
SYK
STRYKER CORPORATION
+$223.6K
625
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$223.0K
533
建仓
SCHD
SCHWAB STRATEGIC TR
+$220.1K
2,729
建仓
—
TRANE TECHNOLOGIES PLC
+$218.2K
727
清仓
ITW
ILLINOIS TOOL WKS INC
-$217.9K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$214.7K
1,571
+101%
增持
AMD
ADVANCED MICRO DEVICES INC
+$212.2K
3,237
+28%
建仓
MPC
MARATHON PETE CORP
+$210.9K
1,047
建仓
CTVA
CORTEVA INC
+$208.2K
3,610
清仓
ECL
ECOLAB INC
-$207.3K
0
-100%
建仓
TXT
TEXTRON INC
+$205.1K
2,138
增持
ACWI
ISHARES TR
+$204.9K
13,131
+8%
清仓
OXY
OCCIDENTAL PETE CORP
-$204.4K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$204.2K
887
建仓
WIP
SPDR SER TR
+$203.7K
5,096
建仓
VDC
VANGUARD WORLD FD
+$203.7K
998
清仓
XLE
SELECT SECTOR SPDR TR
-$203.6K
0
-100%
增持
IWD
ISHARES TR
+$202.5K
9,639
+5%
清仓
CVS
CVS HEALTH CORP
-$201.5K
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$201.0K
3,118
减持
SPIP
SPDR SER TR
-$193.6K
1,189,760
-1%
增持
IJH
ISHARES TR
+$193.5K
95,987
+372%
减持
SCHF
SCHWAB STRATEGIC TR
+$177.6K
87,909
-0%
减持
SCHV
SCHWAB STRATEGIC TR
+$173.8K
30,668
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$173.7K
4,135
+10%
增持
CL
COLGATE PALMOLIVE CO
+$164.4K
5,001
+39%
增持
MUB
ISHARES TR
+$153.5K
37,711
+5%
减持
SCHB
SCHWAB STRATEGIC TR
+$153.4K
30,690
-1%
增持
AMLP
ALPS ETF TR
+$152.7K
26,696
+2%
