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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 92
减持 30
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
CASH
PATHWARD FINANCIAL INC
+$100.1M
0
增持
SPY
SPDR S&P 500 ETF TR
+$57.5M
1,095,116
+6%
增持
BND
VANGUARD BD INDEX FDS
+$47.9M
7,953,607
+9%
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
IEFA
ISHARES TR
+$30.4M
4,596,456
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$28.7M
5,330,417
+7%
增持
DUHP
DIMENSIONAL ETF TRUST
+$25.5M
7,550,120
+9%
增持
IGSB
ISHARES TR
+$23.7M
5,635,531
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$14.6M
3,104,414
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.5M
2,553,103
+9%
增持
AVDV
AMERICAN CENTY ETF TR
+$12.3M
1,712,037
+3%
增持
GNR
SPDR INDEX SHS FDS
+$11.7M
2,140,794
+4%
清仓
SLDP
SOLID POWER INC
-$7.4M
0
-100%
增持
AAPL
APPLE INC
+$7.3M
292,326
+3%
减持
ORCL
ORACLE CORP
-$6.7M
44,435
-19%
增持
VOO
VANGUARD INDEX FDS
+$6.5M
161,991
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.0M
2,319,494
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.9M
2,997,998
+1%
增持
IVV
ISHARES TR
+$5.8M
181,961
+2%
增持
VNQ
VANGUARD INDEX FDS
+$5.6M
2,114,060
+6%
增持
DCOR
DIMENSIONAL ETF TRUST
+$5.0M
2,180,949
+1%
减持
AVLV
AMERICAN CENTY ETF TR
+$4.8M
1,491,096
-0%
增持
SPYM
SPDR SERIES TRUST
+$4.6M
63,904
+820%
增持
GOOGL
ALPHABET INC
+$4.3M
59,897
+0%
减持
MSFT
MICROSOFT CORP
-$4.1M
77,205
-4%
增持
DFSU
DIMENSIONAL ETF TRUST
+$3.8M
404,280
+24%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
1,544,139
-1%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
183,423
+9%
增持
IWN
ISHARES TR
+$2.6M
141,735
+9%
增持
EMGF
ISHARES INC
+$2.5M
573,108
+6%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
4,249,910
-1%
增持
HYG
ISHARES TR
+$2.2M
504,692
+7%
增持
CAT
CATERPILLAR INC
+$2.0M
18,275
+3%
增持
AGG
ISHARES TR
+$1.8M
272,875
+8%
增持
QUAL
ISHARES TR
+$1.8M
165,510
+3%
增持
ABBV
ABBVIE INC
+$1.7M
18,030
+75%
增持
SMMD
ISHARES TR
+$1.7M
37,344
+146%
增持
META
META PLATFORMS INC
+$1.6M
9,007
+51%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5M
1,143,541
+5%
增持
MGV
VANGUARD WORLD FD
+$1.5M
296,940
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
1,975,566
+1%
增持
LLY
ELI LILLY & CO
+$1.5M
4,469
+3%
增持
DXIV
DIMENSIONAL ETF TRUST
+$1.5M
141,871
+12%
增持
IJH
ISHARES TR
+$1.5M
519,658
+3%
增持
MRK
MERCK & CO INC
+$1.5M
57,136
+5%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.4M
154,488
+22%
建仓
MXL
MAXLINEAR INC
+$1.4M
81,676
减持
GOOG
ALPHABET INC
+$1.4M
28,080
-8%
增持
EMB
ISHARES TR
+$1.4M
218,783
+6%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.4M
661,354
+1%
增持
QQQ
INVESCO QQQ TR
+$1.3M
19,344
+10%
减持
ACWI
ISHARES TR
-$1.3M
12,772
-43%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
146,422
+0%
增持
DXUV
DIMENSIONAL ETF TRUST
+$1.2M
199,595
+9%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.2M
109,056
+35%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
4,721
增持
IEMG
ISHARES INC
+$1.2M
522,494
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.1M
113,405
+15%
增持
MUB
ISHARES TR
+$1.1M
85,935
+13%
增持
VV
VANGUARD INDEX FDS
+$1.1M
129,331
+1%
减持
STIP
ISHARES TR
-$1.1M
213,300
-4%
清仓
PCAR
PACCAR INC
-$1.1M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
7,065
+16%
增持
PFF
ISHARES TR
+$968.6K
644,860
+7%
增持
IWM
ISHARES TR
+$938.4K
9,637
+63%
减持
COST
COSTCO WHSL CORP NEW
-$932.2K
8,542
-5%
增持
HD
HOME DEPOT INC
-$875.0K
15,380
+1%
增持
SRE
SEMPRA
+$873.3K
46,776
+29%
清仓
—
ISHARES TR
-$866.8K
0
-100%
增持
TSLA
TESLA INC
+$864.5K
32,555
+5%
增持
WMT
WALMART INC
+$863.8K
59,612
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$858.2K
48,204
+4%
增持
VUG
VANGUARD INDEX FDS
+$814.5K
75,837
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$799.9K
1,420,298
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$798.9K
59,637
+29%
增持
VFQY
VANGUARD WELLINGTON FD
+$779.8K
117,076
+3%
增持
VBR
VANGUARD INDEX FDS
+$753.5K
58,915
+5%
减持
AMZN
AMAZON COM INC
+$742.9K
103,312
-2%
减持
PSA
PUBLIC STORAGE OPER CO
-$721.6K
7,964
-17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$717.6K
8,082
+36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$707.4K
31,114
+38%
增持
SCHF
SCHWAB STRATEGIC TR
+$704.0K
153,551
+20%
增持
DFAX
DIMENSIONAL ETF TRUST
+$690.5K
370,091
+2%
清仓
—
ISHARES TR
-$685.2K
0
-100%
增持
SCZ
ISHARES TR
+$669.9K
289,090
+2%
建仓
IBDS
ISHARES TR
+$658.8K
27,132
减持
GUNR
FLEXSHARES TR
+$658.1K
534,840
-2%
减持
SPIP
SPDR SERIES TRUST
-$649.8K
1,060,628
-1%
增持
AVGO
BROADCOM INC
+$648.7K
19,836
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$648.3K
997,489
+2%
增持
IJR
ISHARES TR
+$643.8K
168,644
+2%
增持
GLD
SPDR GOLD TR
+$635.4K
9,360
+8%
减持
RTX
RTX CORPORATION
+$608.0K
42,002
-1%
清仓
IXJ
ISHARES TR
-$603.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$599.8K
17,990
-13%
减持
FREL
FIDELITY COVINGTON TRUST
-$598.3K
397,722
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$598.0K
59,881
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$580.6K
8,016
+14%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$578.7K
1,512
+170%
减持
CVX
CHEVRON CORP NEW
-$576.4K
19,751
-14%
建仓
IBTH
ISHARES TR
+$569.8K
25,357
增持
IQV
IQVIA HLDGS INC
+$566.5K
11,731
+7%
增持
CSCO
CISCO SYS INC
+$562.3K
30,970
+16%
减持
VOE
VANGUARD INDEX FDS
-$559.5K
27,808
-12%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$542.8K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$538.8K
14,934
+50%
建仓
MAR
MARRIOTT INTL INC NEW
+$532.9K
1,718
增持
AMGN
AMGEN INC
+$530.3K
5,509
+22%
增持
IWV
ISHARES TR
+$517.1K
5,106
+33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$512.2K
30,837
-3%
增持
VB
VANGUARD INDEX FDS
+$496.8K
126,419
+0%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$493.1K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$482.8K
4,552
-15%
建仓
WLDN
WILLDAN GROUP INC
+$481.5K
4,645
减持
UNH
UNITEDHEALTH GROUP INC
-$480.5K
16,690
-4%
清仓
ET
ENERGY TRANSFER L P
-$478.2K
0
-100%
减持
—
LINDE PLC
-$478.0K
4,035
-13%
减持
SPDW
SPDR INDEX SHS FDS
+$463.7K
577,520
-2%
清仓
TTEK
TETRA TECH INC NEW
-$432.1K
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$429.4K
6,555
建仓
PGR
PROGRESSIVE CORP
+$425.3K
1,868
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$422.7K
10,743
-14%
增持
SHW
SHERWIN WILLIAMS CO
+$418.6K
7,544
+29%
增持
VXF
VANGUARD INDEX FDS
+$416.1K
46,356
+5%
减持
VTV
VANGUARD INDEX FDS
+$415.2K
92,503
-0%
增持
—
CHUBB LIMITED
+$410.8K
2,161
+131%
建仓
TD
TORONTO DOMINION BK ONT
+$408.5K
4,337
建仓
PLD
PROLOGIS INC.
+$400.9K
3,140
减持
LDOS
LEIDOS HOLDINGS INC
-$393.0K
23,195
-4%
增持
PH
PARKER-HANNIFIN CORP
+$389.1K
782
+98%
建仓
CSHI
NEOS ETF TRUST
+$382.4K
7,690
建仓
—
CYBERARK SOFTWARE LTD
+$374.5K
840
增持
UPS
UNITED PARCEL SERVICE INC
+$365.5K
19,626
+4%
减持
TIP
ISHARES TR
-$362.8K
132,494
-1%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$362.8K
15,562
减持
INTU
INTUIT
-$358.0K
1,320
-27%
增持
KO
COCA COLA CO
+$357.2K
14,384
+47%
增持
LRCX
LAM RESEARCH CORP
+$355.7K
8,762
+3%
建仓
WBD
WARNER BROS DISCOVERY INC
+$354.6K
12,305
清仓
FIW
FIRST TR EXCHANGE-TRADED FD
-$354.1K
0
-100%
清仓
TLH
ISHARES TR
-$346.5K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$337.8K
132,482
+1%
增持
NFLX
NETFLIX INC
-$330.8K
30,242
+1045%
减持
SPYV
SPDR SERIES TRUST
+$330.1K
337,137
-1%
减持
ITOT
ISHARES TR
+$323.9K
326,490
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$323.6K
1,520
+19%
增持
ISRG
INTUITIVE SURGICAL INC
+$322.9K
2,245
+6%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$314.5K
12,013
清仓
RGTI
RIGETTI COMPUTING INC
-$306.7K
0
-100%
增持
PSTG
PURE STORAGE INC
-$306.3K
22,529
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$306.0K
6,418
+9%
