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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 112
减持 15
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$77.3M
4,163,067
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$76.6M
977,210
+4%
增持
IVV
ISHARES TR
+$75.0M
174,334
+195%
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
BND
VANGUARD BD INDEX FDS
+$28.7M
6,753,466
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$28.5M
4,601,657
+8%
增持
IJH
ISHARES TR
+$25.6M
496,179
+461%
增持
VOO
VANGUARD INDEX FDS
+$24.4M
150,757
+27%
增持
DUHP
DIMENSIONAL ETF TRUST
+$23.2M
6,365,367
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$18.8M
2,788,890
+5%
增持
MSFT
MICROSOFT CORP
+$18.3M
79,789
+40%
增持
IEMG
ISHARES INC
+$18.0M
509,251
+119%
增持
AAPL
APPLE INC
+$17.9M
279,045
+58%
增持
DCOR
DIMENSIONAL ETF TRUST
+$16.2M
2,107,446
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$15.9M
1,623,192
+0%
增持
IJR
ISHARES TR
+$14.9M
163,073
+490%
增持
IGSB
ISHARES TR
+$14.7M
4,806,043
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$12.5M
4,341,699
+0%
增持
VTI
VANGUARD INDEX FDS
+$12.2M
142,991
+26%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.1M
2,086,225
+4%
增持
SCZ
ISHARES TR
+$11.0M
284,186
+87%
减持
AVEM
AMERICAN CENTY ETF TR
+$10.2M
1,381,984
-2%
增持
ORCL
ORACLE CORP
+$10.0M
53,713
+326%
增持
NVDA
NVIDIA CORPORATION
+$9.8M
137,238
+25%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.7M
2,905,237
+0%
增持
AMZN
AMAZON COM INC
+$9.4M
100,855
+51%
增持
VFQY
VANGUARD WELLINGTON FD
+$9.3M
112,699
+118%
增持
JPM
JPMORGAN CHASE & CO.
+$9.2M
48,068
+148%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.4M
2,147,713
+6%
增持
V
VISA INC
+$7.2M
25,683
+370%
增持
VB
VANGUARD INDEX FDS
+$6.8M
124,643
+22%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$6.5M
1,568,128
-4%
增持
GOOGL
ALPHABET INC
+$6.4M
57,970
+137%
增持
IWN
ISHARES TR
+$6.2M
129,107
+38%
增持
VUG
VANGUARD INDEX FDS
+$5.9M
80,124
+2%
建仓
MPAA
MOTORCAR PTS AMER INC
+$5.8M
516,129
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$5.7M
304,528
+403%
增持
MA
MASTERCARD INCORPORATED
+$5.2M
10,897
+576%
增持
QUAL
ISHARES TR
+$5.2M
159,645
+14%
增持
DFSU
DIMENSIONAL ETF TRUST
+$5.0M
266,092
+77%
增持
AVLV
AMERICAN CENTY ETF TR
+$4.9M
1,495,289
+0%
增持
LOW
LOWES COS INC
+$4.8M
24,567
+830%
增持
IWF
ISHARES TR
+$4.8M
19,738
+100%
增持
GNR
SPDR INDEX SHS FDS
+$4.8M
1,952,602
+3%
建仓
SLDP
SOLID POWER INC
+$4.7M
2,131,703
减持
SCHX
SCHWAB STRATEGIC TR
+$4.6M
2,003,299
-0%
增持
VV
VANGUARD INDEX FDS
+$4.3M
129,189
+2%
增持
SCHC
SCHWAB STRATEGIC TR
+$4.3M
617,177
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.2M
135,158
+70%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
+$4.2M
676,057
-1%
增持
BA
BOEING CO
+$4.0M
26,636
+182%
增持
EMGF
ISHARES INC
+$4.0M
512,987
+5%
增持
RTX
RTX CORPORATION
+$4.0M
42,489
+150%
减持
ITOT
ISHARES TR
+$3.9M
332,873
-1%
增持
CAT
CATERPILLAR INC
+$3.6M
18,650
+67%
增持
DUK
DUKE ENERGY CORP NEW
+$3.5M
33,088
+989%
增持
DXUV
DIMENSIONAL ETF TRUST
+$3.5M
156,379
+56%
增持
IWB
ISHARES TR
+$3.4M
23,821
+57%
增持
HON
HONEYWELL INTL INC
+$3.3M
19,962
+213%
增持
AVGO
BROADCOM INC
+$3.3M
18,080
+79%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
28,830
+39%
增持
PEP
PEPSICO INC
+$2.7M
27,412
+361%
增持
GUNR
FLEXSHARES TR
+$2.6M
550,052
+10%
增持
PSA
PUBLIC STORAGE OPER CO
+$2.6M
9,917
+861%
增持
TSLA
TESLA INC
+$2.6M
29,481
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$2.5M
598,244
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
15,876
+229%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.3M
130,975
+87%
增持
MRK
MERCK & CO INC
+$2.2M
54,684
+130%
减持
VBR
VANGUARD INDEX FDS
-$2.2M
54,245
-21%
建仓
IQV
IQVIA HLDGS INC
+$2.1M
13,557
增持
—
EXXON MOBIL CORP
+$2.1M
59,037
+64%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
16,372
+143%
增持
QQQ
INVESCO QQQ TR
+$2.0M
16,919
+9%
增持
ABT
ABBOTT LABS
+$2.0M
23,306
+162%
增持
VO
VANGUARD INDEX FDS
+$1.9M
89,913
+0%
增持
DXIV
DIMENSIONAL ETF TRUST
+$1.9M
110,134
+27%
增持
VNQ
VANGUARD INDEX FDS
+$1.8M
1,876,350
+3%
增持
—
LINDE PLC
+$1.7M
4,320
+616%
增持
HYG
ISHARES TR
+$1.7M
442,791
+3%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.7M
106,761
+46%
增持
WMT
WALMART INC
+$1.6M
50,959
+34%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.6M
989,643
+2%
增持
MUB
ISHARES TR
+$1.6M
54,428
+40%
增持
GOOG
ALPHABET INC
+$1.5M
31,028
+22%
建仓
FXF
INVESCO CURRENCYSHARES SWISS
+$1.5M
13,499
增持
USRT
ISHARES TR
+$1.5M
235,741
+14%
减持
STIP
ISHARES TR
-$1.4M
230,141
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
16,923
+54%
增持
META
META PLATFORMS INC
+$1.3M
5,267
+19%
增持
IWD
ISHARES TR
+$1.3M
14,680
+77%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.3M
72,913
+64%
增持
NFLX
NETFLIX INC
+$1.3M
2,500
+12%
增持
HD
HOME DEPOT INC
+$1.2M
15,048
+29%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
8,863
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.1M
87,734
+18%
增持
GD
GENERAL DYNAMICS CORP
+$1.0M
9,181
+52%
增持
AGG
ISHARES TR
+$1.0M
245,076
+4%
增持
EMB
ISHARES TR
+$1.0M
195,104
+4%
减持
SPTM
SPDR SERIES TRUST
+$1.0M
223,257
-3%
增持
JNJ
JOHNSON & JOHNSON
+$982.9K
28,037
+41%
减持
SPIP
SPDR SERIES TRUST
-$961.7K
1,077,645
-2%
增持
MCD
MCDONALDS CORP
+$927.7K
7,801
+80%
增持
VXF
VANGUARD INDEX FDS
+$918.7K
37,994
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$917.1K
30,915
+97%
建仓
IT
GARTNER INC
+$908.8K
2,248
增持
DFNM
DIMENSIONAL ETF TRUST
+$902.2K
38,351
+99%
减持
SHW
SHERWIN WILLIAMS CO
-$899.8K
5,886
-30%
增持
ESGU
ISHARES TR
+$891.9K
16,295
+51%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$885.1K
2,891
+249%
增持
XLK
SELECT SECTOR SPDR TR
+$875.8K
15,306
+5%
增持
VTV
VANGUARD INDEX FDS
+$864.5K
92,744
+3%
增持
MGV
VANGUARD WORLD FD
+$841.3K
283,770
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$816.3K
25,310
+134%
建仓
—
ISHARES TR
+$801.8K
31,842
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$753.1K
13,248
增持
GLD
SPDR GOLD TR
+$730.0K
8,693
+30%
减持
TIP
ISHARES TR
-$729.1K
133,971
-4%
增持
PFF
ISHARES TR
+$712.3K
560,568
+4%
增持
CSCO
CISCO SYS INC
+$699.8K
25,181
+48%
增持
BKNG
BOOKING HOLDINGS INC
+$689.4K
156
+232%
增持
DIS
DISNEY WALT CO
+$680.9K
15,284
+24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$680.0K
5,492
+62%
建仓
UNP
UNION PAC CORP
+$659.7K
2,867
增持
PM
PHILIP MORRIS INTL INC
+$658.6K
21,506
+5%
建仓
IBDR
ISHARES TR
+$658.4K
27,152
建仓
BX
BLACKSTONE INC
+$656.8K
4,391
减持
EFA
ISHARES TR
+$628.0K
108,207
-2%
建仓
—
ISHARES TR
+$618.2K
26,462
减持
DFAX
DIMENSIONAL ETF TRUST
+$603.7K
349,960
-5%
建仓
AZO
AUTOZONE INC
+$580.1K
156
增持
LDOS
LEIDOS HOLDINGS INC
+$579.1K
24,669
+0%
建仓
IBTG
ISHARES TR
+$565.7K
24,669
建仓
DE
DEERE & CO
+$565.2K
1,111
增持
DFSD
DIMENSIONAL ETF TRUST
+$561.9K
155,482
+7%
增持
IWM
ISHARES TR
+$556.2K
5,781
+67%
建仓
OKE
ONEOK INC NEW
+$551.4K
6,755
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$546.0K
5,865
+23%
建仓
AGNC
AGNC INVT CORP
+$545.4K
59,347
增持
BAC
BANK AMERICA CORP
+$543.3K
41,718
+22%
建仓
CSW
CSW INDUSTRIALS INC
+$522.9K
1,823
建仓
MUNI
PIMCO ETF TR
+$514.6K
10,020
减持
IGE
ISHARES TR
-$512.2K
107,037
-7%
建仓
CEG
CONSTELLATION ENERGY CORP
+$501.1K
1,553
减持
VTEB
VANGUARD MUN BD FDS
-$495.5K
39,231
-20%
增持
GS
GOLDMAN SACHS GROUP INC
+$480.4K
1,254
+68%
增持
LMT
LOCKHEED MARTIN CORP
+$469.8K
5,420
+19%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$463.3K
4,259
建仓
C
CITIGROUP INC
+$453.6K
5,329
建仓
OSIS
OSI SYSTEMS INC
+$453.3K
2,016
建仓
HYMB
SPDR SERIES TRUST
+$444.5K
17,936
