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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 31
增持 76
减持 34
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$63.3M
883,650
+12%
增持
BND
VANGUARD BD INDEX FDS
+$39.4M
5,678,998
+16%
增持
DUHP
DIMENSIONAL ETF TRUST
+$26.9M
5,461,842
+18%
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
+$25.8M
4,103,950
+16%
增持
DFAT
DIMENSIONAL ETF TRUST
+$25.6M
4,016,863
+13%
增持
DFAS
DIMENSIONAL ETF TRUST
+$13.7M
2,571,156
+9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.6M
1,841,954
+15%
增持
DCOR
DIMENSIONAL ETF TRUST
+$9.8M
2,115,303
+6%
减持
AVEM
AMERICAN CENTY ETF TR
-$9.5M
1,482,570
-1%
增持
GNR
SPDR INDEX SHS FDS
-$5.4M
1,788,851
+9%
增持
VOO
VANGUARD INDEX FDS
+$5.4M
102,510
+9%
增持
AGG
ISHARES TR
+$5.4M
223,935
+39%
增持
VNQ
VANGUARD INDEX FDS
-$5.0M
1,759,601
+6%
增持
AAPL
APPLE INC
+$3.7M
172,210
+2%
增持
TSLA
TESLA INC
+$3.6M
24,554
+3%
减持
STIP
ISHARES TR
-$3.3M
252,400
-11%
增持
IEFA
ISHARES TR
-$3.3M
3,329,529
+10%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
102,445
+18%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.1M
963,744
+10%
减持
AVLV
AMERICAN CENTY ETF TR
-$2.6M
1,603,858
-4%
增持
SCHC
SCHWAB STRATEGIC TR
-$2.5M
618,880
+0%
减持
SPDW
SPDR INDEX SHS FDS
-$2.4M
624,438
-1%
减持
ITOT
ISHARES TR
-$2.3M
325,902
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.2M
4,514,586
-2%
增持
AMZN
AMAZON COM INC
+$2.2M
49,644
+6%
建仓
DXUV
DIMENSIONAL ETF TRUST
+$2.1M
39,627
增持
IWN
ISHARES TR
+$2.1M
81,440
+20%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.0M
1,516,182
+11%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.9M
138,972
+55%
增持
QUAL
ISHARES TR
+$1.9M
125,064
+10%
建仓
DXIV
DIMENSIONAL ETF TRUST
+$1.7M
35,953
增持
PM
PHILIP MORRIS INTL INC
+$1.7M
20,947
+216%
增持
RS
RELIANCE INC
+$1.7M
9,281
+233%
建仓
DISV
DIMENSIONAL ETF TRUST
+$1.6M
61,628
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
913,919
+9%
增持
EMGF
ISHARES INC
+$1.6M
448,426
+20%
减持
SPIP
SPDR SER TR
-$1.6M
1,144,983
-1%
增持
VB
VANGUARD INDEX FDS
+$1.5M
95,228
+6%
增持
IVV
ISHARES TR
+$1.5M
39,219
+5%
减持
FREL
FIDELITY COVINGTON TRUST
-$1.5M
436,684
-3%
增持
GOOG
ALPHABET INC
+$1.4M
23,888
+27%
减持
SCZ
ISHARES TR
-$1.4M
164,089
-2%
减持
SPYV
SPDR SER TR
-$1.2M
362,925
-3%
增持
VXF
VANGUARD INDEX FDS
+$1.2M
30,243
+21%
减持
TIP
ISHARES TR
-$1.1M
152,372
-3%
增持
MO
ALTRIA GROUP INC
+$1.0M
35,854
+115%
增持
VV
VANGUARD INDEX FDS
+$1.0M
125,759
+1%
增持
EFA
ISHARES TR
-$919.8K
116,103
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
-$907.5K
2,981,741
+8%
增持
GOOGL
ALPHABET INC
+$890.5K
20,539
+14%
增持
GUNR
FLEXSHARES TR
-$836.4K
482,919
+8%
增持
QCOM
QUALCOMM INC
+$834.3K
24,300
+43%
增持
HYG
ISHARES TR
+$809.9K
406,798
+5%
增持
SCHF
SCHWAB STRATEGIC TR
-$743.0K
113,958
+64%
增持
NFLX
NETFLIX INC
+$733.8K
1,919
+39%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$691.2K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$659.1K
5,077
+37%
增持
SCHO
SCHWAB STRATEGIC TR
+$655.0K
583,097
+114%
增持
IWF
ISHARES TR
+$633.0K
10,779
+9%
增持
WMT
WALMART INC
+$617.6K
31,744
+14%
建仓
IXJ
ISHARES TR
+$599.4K
6,972
增持
SHY
ISHARES TR
+$576.9K
83,526
+11%
减持
—
EXXON MOBIL CORP
-$571.9K
30,714
-7%
增持
IWB
ISHARES TR
+$571.2K
17,109
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$569.6K
6,138
+92%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$567.5K
17,652
+9%
减持
VO
VANGUARD INDEX FDS
-$567.5K
94,174
-2%
减持
JNJ
JOHNSON & JOHNSON
-$553.4K
17,431
-8%
减持
JPM
JPMORGAN CHASE & CO.
+$553.0K
19,652
-0%
增持
LLY
ELI LILLY & CO
+$548.8K
3,407
+45%
减持
NVR
NVR INC
-$542.2K
314
-1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$537.3K
55,795
+54%
增持
SCHP
SCHWAB STRATEGIC TR
-$515.3K
1,372,202
+105%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$510.6K
5,814
减持
SHW
SHERWIN WILLIAMS CO
-$506.4K
8,136
-5%
增持
DFAX
DIMENSIONAL ETF TRUST
-$505.1K
372,521
+3%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$498.9K
11,375
+47%
减持
SPSM
SPDR SER TR
-$495.2K
249,357
-3%
减持
VTI
VANGUARD INDEX FDS
+$482.1K
117,860
-1%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$473.3K
8,395
减持
IVE
ISHARES TR
-$469.3K
34,271
-4%
减持
PG
PROCTER AND GAMBLE CO
-$466.3K
19,240
-10%
减持
ELV
ELEVANCE HEALTH INC
-$458.9K
1,878
-15%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$442.4K
5,638
减持
LMT
LOCKHEED MARTIN CORP
-$440.8K
3,711
-3%
减持
SCHH
SCHWAB STRATEGIC TR
-$439.4K
173,986
-2%
清仓
IRM
IRON MTN INC DEL
-$408.9K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$407.0K
33,828
-18%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$403.5K
6,360
建仓
LNT
ALLIANT ENERGY CORP
+$396.1K
6,697
清仓
SNOW
SNOWFLAKE INC
-$376.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$367.7K
15,329
+0%
减持
AVGO
BROADCOM INC
+$361.5K
8,267
-8%
减持
KO
COCA COLA CO
-$348.4K
5,663
-42%
增持
MSFT
MICROSOFT CORP
+$339.2K
49,514
+4%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$332.0K
4,136
增持
IEMG
ISHARES INC
-$330.7K
226,285
+7%
清仓
KEY
KEYCORP
-$329.8K
0
-100%
减持
INTC
INTEL CORP
-$327.8K
21,469
-34%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$321.2K
3,147
增持
VEA
VANGUARD TAX-MANAGED FDS
+$321.1K
1,635,467
+11%
建仓
UBER
UBER TECHNOLOGIES INC
+$320.7K
5,317
增持
V
VISA INC
+$319.8K
4,634
+11%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$319.6K
6,024
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$316.7K
78,608
+3%
减持
EEM
ISHARES TR
-$311.0K
53,493
-4%
增持
VBR
VANGUARD INDEX FDS
+$310.7K
31,683
+7%
增持
SCHM
SCHWAB STRATEGIC TR
-$310.3K
199,576
+184%
建仓
VXUS
VANGUARD STAR FDS
+$306.7K
5,205
增持
ADBE
ADOBE INC
+$305.6K
1,953
+80%
增持
DIS
DISNEY WALT CO
+$302.0K
12,720
+10%
增持
HON
HONEYWELL INTL INC
+$301.3K
6,517
+15%
清仓
KMI
KINDER MORGAN INC DEL
-$301.0K
0
-100%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$300.0K
2,510
增持
DFSE
DIMENSIONAL ETF TRUST
+$298.2K
31,931
+49%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$296.9K
6,804
清仓
GAB
GABELLI EQUITY TR INC
-$284.6K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
-$282.1K
132,338
+2%
减持
SUB
ISHARES TR
-$279.8K
7,857
-25%
增持
COST
COSTCO WHSL CORP NEW
+$273.4K
6,400
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$268.6K
50,916
-5%
建仓
O
REALTY INCOME CORP
+$268.5K
5,027
减持
GD
GENERAL DYNAMICS CORP
-$268.3K
5,986
-2%
建仓
LRCX
LAM RESEARCH CORP
+$267.7K
3,707
建仓
DUSB
DIMENSIONAL ETF TRUST
+$266.4K
5,265
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$265.0K
62,547
+8%
清仓
XT
ISHARES TR
-$264.2K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$262.3K
2,692
+74%
增持
WFC
WELLS FARGO CO NEW
+$260.4K
17,890
+1%
建仓
SHOP
SHOPIFY INC
+$259.0K
2,436
减持
MRSH
MARSH & MCLENNAN COS INC
-$254.5K
1,560
-41%
增持
BAC
BANK AMERICA CORP
+$253.4K
31,429
+11%
建仓
DAL
DELTA AIR LINES INC DEL
+$252.2K
4,168
建仓
RGTI
RIGETTI COMPUTING INC
+$252.1K
16,520
建仓
MS
MORGAN STANLEY
+$250.7K
1,994
建仓
KMB
KIMBERLY-CLARK CORP
+$249.4K
1,903
清仓
DOW
DOW INC
-$245.2K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$243.8K
4,717
+20%
减持
PSTG
PURE STORAGE INC
+$241.2K
23,478
-2%
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$238.6K
2,062
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$237.5K
0
-100%
增持
ESGD
ISHARES TR
+$236.2K
14,156
+42%
建仓
GILD
GILEAD SCIENCES INC
+$235.2K
2,546
增持
UNH
UNITEDHEALTH GROUP INC
-$230.0K
3,674
+3%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$229.0K
669
建仓
D
DOMINION ENERGY INC
+$226.1K
4,197
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$225.5K
9,142
建仓
ACM
AECOM
+$223.5K
2,092
建仓
CSX
CSX CORP
+$221.3K
6,858
增持
GWX
SPDR INDEX SHS FDS
-$220.7K
87,608
+2%
