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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 86
减持 35
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$60.2M
6,379,376
+12%
增持
SCHX
SCHWAB STRATEGIC TR
+$44.1M
2,008,177
+17679%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$43.7M
685,566
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
MGV
VANGUARD WORLD FD
+$36.4M
282,438
增持
IEFA
ISHARES TR
+$36.2M
3,572,104
+7%
增持
VUG
VANGUARD INDEX FDS
+$27.2M
78,931
+1455%
增持
IGSB
ISHARES TR
+$26.7M
4,560,582
+11%
增持
DUHP
DIMENSIONAL ETF TRUST
+$18.6M
6,129,103
+12%
增持
AVDV
AMERICAN CENTY ETF TR
+$14.1M
1,616,905
+7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$13.0M
4,338,921
-4%
增持
GNR
SPDR INDEX SHS FDS
+$12.1M
1,899,361
+6%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$11.6M
2,024,208
+10%
减持
DCOR
DIMENSIONAL ETF TRUST
-$11.0M
2,032,839
-4%
增持
IVV
ISHARES TR
+$10.1M
59,106
+51%
减持
AVLV
AMERICAN CENTY ETF TR
-$10.0M
1,488,918
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$9.2M
942,321
+7%
增持
VNQ
VANGUARD INDEX FDS
+$8.6M
1,825,973
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.5M
2,013,453
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
-$8.5M
2,658,922
+3%
增持
VBR
VANGUARD INDEX FDS
+$6.5M
68,329
+116%
增持
VOO
VANGUARD INDEX FDS
+$6.0M
119,108
+16%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.7M
1,631,702
-0%
增持
AAPL
APPLE INC
-$3.8M
177,153
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
-$3.7M
4,269,836
+6%
减持
DFAI
DIMENSIONAL ETF TRUST
+$3.7M
2,905,093
-3%
建仓
SUSA
ISHARES TR
+$3.4M
29,506
增持
TSLA
TESLA INC
-$3.1M
26,250
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
20,748
+18%
增持
DXUV
DIMENSIONAL ETF TRUST
+$2.9M
99,924
+152%
减持
VTI
VANGUARD INDEX FDS
-$2.9M
113,694
-4%
增持
DXIV
DIMENSIONAL ETF TRUST
+$2.8M
86,743
+141%
减持
AVEM
AMERICAN CENTY ETF TR
-$2.6M
1,404,527
-5%
增持
EMGF
ISHARES INC
+$2.5M
486,290
+8%
增持
HYG
ISHARES TR
+$2.1M
431,610
+6%
增持
GUNR
FLEXSHARES TR
+$1.9M
500,937
+4%
增持
NVDA
NVIDIA CORPORATION
-$1.9M
109,738
+7%
增持
AMZN
AMAZON COM INC
+$1.8M
66,695
+34%
增持
QUAL
ISHARES TR
+$1.7M
140,561
+12%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
8,025
+25%
增持
SHY
ISHARES TR
+$1.7M
103,009
+23%
减持
VO
VANGUARD INDEX FDS
-$1.6M
89,897
-5%
增持
AGG
ISHARES TR
+$1.6M
235,331
+5%
增持
EMB
ISHARES TR
+$1.5M
188,173
+7%
增持
VV
VANGUARD INDEX FDS
-$1.4M
126,637
+1%
增持
SPSM
SPDR SER TR
+$1.2M
304,032
+22%
建仓
PCAR
PACCAR INC
+$1.1M
11,137
减持
SPTM
SPDR SER TR
-$1.1M
231,048
-2%
增持
CVX
CHEVRON CORP NEW
+$997.1K
20,052
+23%
增持
VFQY
VANGUARD WELLINGTON FD
+$978.2K
51,651
+23%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$977.8K
74,197
+19%
增持
—
EXXON MOBIL CORP
+$965.2K
35,896
+17%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$931.9K
15,689
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$882.0K
14,849
+259%
减持
IWB
ISHARES TR
-$869.6K
15,134
-12%
增持
EWX
SPDR INDEX SHS FDS
+$859.0K
119,961
+18%
增持
ITOT
ISHARES TR
-$844.4K
336,637
+3%
减持
SCHC
SCHWAB STRATEGIC TR
+$789.2K
614,140
-1%
增持
JNJ
JOHNSON & JOHNSON
+$778.9K
19,897
+14%
增持
IWN
ISHARES TR
+$766.7K
93,633
+15%
减持
TIP
ISHARES TR
-$764.0K
139,267
-9%
减持
IWF
ISHARES TR
-$757.5K
9,890
-8%
减持
PM
PHILIP MORRIS INTL INC
+$737.3K
20,527
-2%
增持
PFF
ISHARES TR
+$726.8K
536,476
+7%
增持
IEMG
ISHARES INC
+$726.4K
232,407
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$723.2K
48,750
+44%
增持
DFSI
DIMENSIONAL ETF TRUST
+$721.7K
73,217
+31%
建仓
AOR
ISHARES TR
+$708.4K
12,306
减持
DFCF
DIMENSIONAL ETF TRUST
+$694.6K
913,267
-0%
减持
IJH
ISHARES TR
-$676.2K
88,442
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$671.9K
4,831
+31%
增持
VXF
VANGUARD INDEX FDS
+$657.4K
37,171
+23%
减持
QCOM
QUALCOMM INC
-$652.0K
20,057
-17%
增持
SBUX
STARBUCKS CORP
+$645.2K
10,312
+157%
增持
MUB
ISHARES TR
+$642.1K
38,743
+20%
减持
SRE
SEMPRA
-$596.3K
34,738
-1%
增持
GOOG
ALPHABET INC
-$577.8K
25,420
+6%
减持
LDOS
LEIDOS HOLDINGS INC
-$574.1K
24,549
-9%
增持
LLY
ELI LILLY & CO
+$569.0K
3,873
+14%
减持
PSTG
PURE STORAGE INC
-$540.7K
20,365
-13%
减持
USRT
ISHARES TR
-$539.6K
206,023
-5%
增持
QQQ
INVESCO QQQ TR
-$529.3K
15,584
+2%
建仓
MGMT
UNIFIED SER TR
+$506.6K
13,124
建仓
EFV
ISHARES TR
+$498.8K
8,463
增持
MSFT
MICROSOFT CORP
+$495.6K
56,916
+15%
增持
WMT
WALMART INC
+$465.2K
37,968
+20%
建仓
ET
ENERGY TRANSFER L P
+$455.0K
24,473
增持
V
VISA INC
+$452.3K
5,470
+18%
减持
SPDW
SPDR INDEX SHS FDS
+$450.8K
597,716
-4%
建仓
MBB
ISHARES TR
+$443.7K
4,731
增持
BA
BOEING CO
+$441.3K
9,430
+43%
减持
SPYV
SPDR SER TR
-$438.1K
354,844
-2%
增持
DFSE
DIMENSIONAL ETF TRUST
+$437.7K
44,405
+39%
增持
SYK
STRYKER CORPORATION
+$431.0K
2,178
+106%
增持
BSV
VANGUARD BD INDEX FDS
+$427.2K
55,717
+9%
增持
GLD
SPDR GOLD TR
+$421.3K
6,663
+8%
减持
DFAX
DIMENSIONAL ETF TRUST
+$413.8K
369,260
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$410.7K
28,459
+102%
减持
—
AON PLC
+$408.1K
10,317
-0%
增持
DISV
DIMENSIONAL ETF TRUST
+$407.1K
70,213
+14%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$399.4K
5,689
减持
IJR
ISHARES TR
-$395.9K
27,647
-3%
增持
ABT
ABBOTT LABS
+$388.9K
8,883
+27%
增持
AMGN
AMGEN INC
+$386.1K
4,170
+19%
增持
SUB
ISHARES TR
+$370.3K
11,355
+45%
增持
NFLX
NETFLIX INC
+$369.2K
2,230
+16%
建仓
SHEL
SHELL PLC
+$361.6K
4,934
减持
FREL
FIDELITY COVINGTON TRUST
-$360.5K
416,409
-5%
建仓
TMUS
T-MOBILE US INC
+$358.0K
1,342
增持
SCHH
SCHWAB STRATEGIC TR
+$356.0K
186,897
+7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$353.0K
14,369
+139%
增持
SCHF
SCHWAB STRATEGIC TR
+$347.0K
124,127
+9%
建仓
COWZ
PACER FDS TR
+$332.0K
6,062
建仓
USHY
ISHARES TR
+$330.3K
8,974
减持
SCHM
SCHWAB STRATEGIC TR
-$329.3K
198,508
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$322.7K
79,716
+1%
增持
CSCO
CISCO SYS INC
+$322.1K
16,969
+39%
增持
SCHW
SCHWAB CHARLES CORP
+$319.9K
9,274
+69%
减持
VTV
VANGUARD INDEX FDS
-$317.6K
89,887
-4%
减持
NVR
NVR INC
-$315.2K
311
-1%
增持
T
AT&T INC
+$311.9K
29,463
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$307.4K
16,311
+51%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$305.1K
1,761
增持
ORCL
ORACLE CORP
-$303.9K
12,612
+2%
增持
RTX
RTX CORPORATION
+$303.1K
17,010
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$301.1K
6,181
+41%
减持
DFIC
DIMENSIONAL ETF TRUST
-$297.8K
47,266
-24%
减持
SCZ
ISHARES TR
-$291.4K
152,321
-7%
增持
CL
COLGATE PALMOLIVE CO
+$284.5K
7,942
+57%
减持
STIP
ISHARES TR
-$284.2K
242,653
-4%
建仓
CMCSA
COMCAST CORP NEW
+$283.8K
7,692
增持
DUSB
DIMENSIONAL ETF TRUST
+$281.3K
10,795
+105%
建仓
—
LINDE PLC
+$281.0K
603
减持
CMF
ISHARES TR
-$276.8K
197,195
-1%
建仓
—
EATON CORP PLC
+$276.6K
1,017
增持
ABBV
ABBVIE INC
+$266.1K
7,529
+2%
减持
EFA
ISHARES TR
+$266.0K
110,664
-5%
增持
MCD
MCDONALDS CORP
+$255.3K
4,326
+14%
增持
TTD
THE TRADE DESK INC
-$252.3K
4,944
+11%
清仓
DAL
DELTA AIR LINES INC DEL
-$252.2K
0
-100%
建仓
HPQ
HP INC
+$250.4K
9,043
建仓
ECL
ECOLAB INC
+$249.0K
982
建仓
CAH
CARDINAL HEALTH INC
+$245.8K
1,784
建仓
OUNZ
VANECK MERK GOLD ETF
+$243.5K
8,078
建仓
EIX
EDISON INTL
+$240.7K
4,084
建仓
EMR
EMERSON ELEC CO
+$239.6K
2,185
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$238.2K
10,998
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$236.9K
4,567
+23%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$236.3K
9,823
建仓
FTNT
FORTINET INC
+$235.5K
2,447
建仓
AJG
GALLAGHER ARTHUR J & CO
+$233.7K
677
