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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 26
增持 67
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$65.8M
4,913,052
+17%
增持
DFAT
DIMENSIONAL ETF TRUST
+$54.8M
3,558,354
+29%
增持
SPY
SPDR S&P 500 ETF TR
+$53.9M
792,243
+8%
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
+$48.0M
4,628,551
+35%
增持
DFAS
DIMENSIONAL ETF TRUST
+$44.4M
2,368,193
+30%
增持
DCOR
DIMENSIONAL ETF TRUST
+$31.9M
1,988,104
+26%
增持
IEFA
ISHARES TR
+$31.0M
3,039,873
+7%
增持
IGSB
ISHARES TR
+$30.5M
3,538,503
+16%
增持
VNQ
VANGUARD INDEX FDS
+$29.1M
1,659,864
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$20.0M
2,768,230
+21%
增持
AVDV
AMERICAN CENTY ETF TR
+$15.6M
1,367,583
+10%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$15.2M
1,602,655
+17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.4M
1,726,205
+8%
增持
GNR
SPDR INDEX SHS FDS
+$8.8M
1,637,227
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.8M
1,474,851
+6%
增持
VOO
VANGUARD INDEX FDS
+$8.2M
94,476
+13%
减持
AVEM
AMERICAN CENTY ETF TR
+$4.3M
1,496,240
-1%
增持
EMGF
ISHARES INC
+$3.7M
374,793
+17%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
4,619,158
-4%
减持
AAPL
APPLE INC
+$3.5M
169,060
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.3M
879,385
+5%
建仓
SHW
SHERWIN WILLIAMS CO
+$3.3M
8,573
减持
LLY
ELI LILLY & CO
-$2.7M
2,349
-56%
增持
HYG
ISHARES TR
+$2.6M
388,352
+5%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.6M
89,625
+315%
增持
IVV
ISHARES TR
+$2.4M
37,367
+7%
增持
IWN
ISHARES TR
+$2.3M
67,749
+15%
增持
VB
VANGUARD INDEX FDS
+$1.9M
89,942
+1%
减持
AVLV
AMERICAN CENTY ETF TR
+$1.9M
1,666,055
-3%
减持
VO
VANGUARD INDEX FDS
+$1.8M
96,432
-1%
增持
QUAL
ISHARES TR
+$1.8M
113,478
+5%
减持
STIP
ISHARES TR
-$1.8M
283,628
-7%
增持
GUNR
FLEXSHARES TR
+$1.7M
445,948
+7%
减持
ABBV
ABBVIE INC
-$1.7M
6,991
-61%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
835,535
+1%
增持
IEMG
ISHARES INC
+$1.6M
211,588
+7%
减持
FREL
FIDELITY COVINGTON TRUST
+$1.6M
449,545
-2%
增持
TSLA
TESLA INC
+$1.6M
23,955
+1%
增持
PFF
ISHARES TR
+$1.6M
480,831
+5%
增持
EMB
ISHARES TR
+$1.5M
166,796
+4%
减持
USRT
ISHARES TR
+$1.5M
201,519
-1%
减持
ITOT
ISHARES TR
+$1.4M
351,934
-2%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
90,251
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.4M
670,507
+1%
减持
VTI
VANGUARD INDEX FDS
+$1.3M
118,925
-2%
减持
SPYV
SPDR SER TR
+$1.1M
374,705
-3%
增持
ICLN
ISHARES TR
+$1.1M
167,530
+59%
减持
SCHC
SCHWAB STRATEGIC TR
+$1.0M
616,102
-3%
减持
ABT
ABBOTT LABS
-$1.0M
6,268
-62%
增持
DFSI
DIMENSIONAL ETF TRUST
+$995.7K
36,254
+298%
减持
MSFT
MICROSOFT CORP
-$966.8K
47,713
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$941.8K
16,151
+1%
减持
SPDW
SPDR INDEX SHS FDS
+$918.6K
630,340
-3%
减持
MRK
MERCK & CO INC
-$864.4K
21,071
-20%
增持
—
AON PLC
+$818.5K
10,093
+11%
增持
VXF
VANGUARD INDEX FDS
+$770.2K
24,986
+12%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$759.8K
21,450
增持
CMF
ISHARES TR
+$758.3K
198,397
+5%
增持
AVGO
BROADCOM INC
+$741.0K
9,016
+1678%
建仓
MPC
MARATHON PETE CORP
+$718.0K
4,408
增持
QQQ
INVESCO QQQ TR
+$713.7K
15,303
+9%
减持
NVR
NVR INC
+$681.8K
317
-1%
增持
PG
PROCTER AND GAMBLE CO
+$674.6K
21,316
+17%
增持
VBR
VANGUARD INDEX FDS
+$654.7K
29,726
+2%
增持
WMT
WALMART INC
+$646.0K
27,869
+18%
清仓
AEE
AMEREN CORP
-$637.1K
0
-100%
减持
SCZ
ISHARES TR
+$631.5K
167,757
-4%
减持
SPTM
SPDR SER TR
+$631.0K
242,114
-2%
建仓
AFL
AFLAC INC
+$630.3K
5,638
减持
SPSM
SPDR SER TR
+$625.3K
257,006
-4%
清仓
VXUS
VANGUARD STAR FDS
-$619.8K
0
-100%
减持
HD
HOME DEPOT INC
+$589.5K
10,918
-2%
增持
EWX
SPDR INDEX SHS FDS
+$586.5K
96,964
+3%
清仓
FE
FIRSTENERGY CORP
-$580.4K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$562.2K
124,954
-7%
减持
SPIP
SPDR SER TR
+$558.8K
1,161,821
-1%
清仓
UNP
UNION PAC CORP
-$558.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$546.6K
69,338
-22%
减持
QCOM
QUALCOMM INC
-$546.3K
17,045
-1%
增持
CVX
CHEVRON CORP NEW
+$546.0K
14,535
+43%
减持
GOOGL
ALPHABET INC
-$539.8K
18,074
-7%
增持
IWB
ISHARES TR
+$535.3K
15,715
+6%
清仓
CSX
CSX CORP
-$527.2K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$522.4K
273,057
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$514.8K
13,838
增持
MO
ALTRIA GROUP INC
+$508.4K
16,652
+122%
减持
VOE
VANGUARD INDEX FDS
+$499.6K
29,965
-0%
增持
IJR
ISHARES TR
+$489.4K
29,915
+6%
减持
PSTG
PURE STORAGE INC
-$480.6K
23,906
-9%
增持
—
EXXON MOBIL CORP
+$472.6K
33,064
+12%
增持
ESGD
ISHARES TR
+$471.1K
10,000
+113%
减持
TIP
ISHARES TR
+$469.5K
157,102
-1%
减持
CAT
CATERPILLAR INC
+$456.4K
10,258
-4%
减持
NVDA
NVIDIA CORPORATION
-$423.6K
87,087
-2%
增持
META
META PLATFORMS INC
+$418.8K
4,282
+6%
建仓
ESGE
ISHARES INC
+$412.3K
11,323
建仓
IRM
IRON MTN INC DEL
+$408.9K
3,441
增持
VUG
VANGUARD INDEX FDS
+$392.8K
3,711
+35%
增持
ESGU
ISHARES TR
+$390.8K
9,511
+40%
增持
KO
COCA COLA CO
+$382.8K
9,755
+95%
减持
SCHH
SCHWAB STRATEGIC TR
+$377.1K
177,105
-5%
建仓
SNOW
SNOWFLAKE INC
+$376.0K
3,273
减持
SPEM
SPDR INDEX SHS FDS
+$374.0K
129,841
-2%
减持
LDOS
LEIDOS HOLDINGS INC
+$367.0K
23,140
-1%
增持
IJH
ISHARES TR
+$365.4K
94,862
+0%
增持
ORCL
ORACLE CORP
+$365.1K
11,758
+1%
建仓
SPYM
SPDR SER TR
+$359.7K
5,328
增持
VTEB
VANGUARD MUN BD FDS
+$358.0K
41,134
+18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$357.0K
1,044
+100%
建仓
SDY
SPDR SER TR
+$356.4K
2,509
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$348.7K
13,362
增持
JNJ
JOHNSON & JOHNSON
+$345.8K
18,970
+2%
减持
VFQY
VANGUARD WELLINGTON FD
+$344.6K
42,556
-1%
清仓
—
LAM RESEARCH CORP
-$336.3K
0
-100%
建仓
MMM
3M CO
+$334.9K
2,450
减持
SAIC
SCIENCE APPLICATIONS INTL CO
+$333.2K
15,501
-0%
建仓
KEY
KEYCORP
+$329.8K
19,689
增持
SUB
ISHARES TR
+$329.4K
10,439
+40%
减持
RTX
RTX CORPORATION
+$324.9K
16,738
-1%
减持
SCHM
SCHWAB STRATEGIC TR
+$324.3K
70,292
-1%
建仓
KMI
KINDER MORGAN INC DEL
+$301.0K
13,624
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$293.6K
5,196
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$291.2K
3,839
-8%
清仓
LQD
ISHARES TR
-$288.1K
0
-100%
建仓
GAB
GABELLI EQUITY TR INC
+$284.6K
51,834
清仓
MS
MORGAN STANLEY
-$283.8K
0
-100%
增持
IAGG
ISHARES TR
+$278.7K
100,628
+2%
清仓
SMH
VANECK ETF TRUST
-$276.1K
0
-100%
清仓
BAX
BAXTER INTL INC
-$275.5K
0
-100%
减持
INTC
INTEL CORP
-$274.6K
32,321
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$273.6K
5,816
+107%
增持
MUB
ISHARES TR
+$272.0K
31,779
+6%
建仓
XT
ISHARES TR
+$264.2K
4,339
清仓
DXCM
DEXCOM INC
-$258.1K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$256.0K
958
清仓
—
SUPER MICRO COMPUTER INC
-$253.2K
0
-100%
减持
SHY
ISHARES TR
-$250.9K
75,413
-6%
增持
MCD
MCDONALDS CORP
+$247.8K
3,279
+11%
减持
EEM
ISHARES TR
-$244.5K
55,561
-15%
减持
SRE
SEMPRA
+$239.1K
34,798
-1%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$237.5K
8,157
建仓
SO
SOUTHERN CO
+$231.9K
2,572
建仓
SAP
SAP SE
+$231.6K
1,011
建仓
GLW
CORNING INC
+$227.2K
5,032
增持
ACWI
ISHARES TR
+$219.9K
15,473
+7%
建仓
VDE
VANGUARD WORLD FD
+$219.8K
1,795
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$218.2K
5,362
建仓
CTVA
CORTEVA INC
+$217.1K
3,692
建仓
SCCO
SOUTHERN COPPER CORP
+$217.0K
1,876
建仓
VYM
VANGUARD WHITEHALL FDS
+$215.9K
1,684