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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 98
减持 30
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$46.2M
8,627,785
+8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$27.2M
5,517,252
+4%
减持
GNR
SPDR INDEX SHS FDS
+$24.7M
2,112,071
-1%
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
+$22.2M
6,092,475
+8%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$12.9M
1,128,423
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.8M
2,779,808
+9%
增持
IEFA
ISHARES TR
+$12.3M
4,678,255
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$11.2M
3,197,949
+3%
增持
VNQ
VANGUARD INDEX FDS
+$9.2M
2,212,485
+5%
增持
MSFT
MICROSOFT CORP
-$6.5M
83,378
+8%
减持
DFAC
DIMENSIONAL ETF TRUST
-$5.6M
4,186,049
-2%
增持
VOO
VANGUARD INDEX FDS
+$5.2M
178,783
+10%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.7M
1,247,936
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.6M
2,391,980
+3%
增持
QUAL
ISHARES TR
+$4.6M
195,118
+18%
增持
SPYM
SPDR SERIES TRUST
+$4.1M
120,818
+89%
减持
AVEM
AMERICAN CENTY ETF TR
-$3.8M
1,220,939
-8%
减持
AVLV
AMERICAN CENTY ETF TR
+$3.7M
1,448,030
-3%
减持
GUNR
FLEXSHARES TR
+$3.7M
512,125
-4%
增持
IVV
ISHARES TR
+$3.7M
196,481
+8%
减持
AVDV
AMERICAN CENTY ETF TR
+$3.7M
1,647,863
-4%
增持
IEMG
ISHARES INC
+$3.6M
555,832
+6%
增持
VUG
VANGUARD INDEX FDS
-$3.5M
76,644
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
1,554,354
+1%
增持
AAPL
APPLE INC
-$2.9M
301,871
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.8M
1,520,694
+7%
减持
VV
VANGUARD INDEX FDS
-$2.8M
126,833
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$2.5M
111,371
+86%
增持
USRT
ISHARES TR
+$2.5M
278,174
+13%
增持
VFQY
VANGUARD WELLINGTON FD
+$2.5M
136,998
+17%
增持
TSLA
TESLA INC
-$2.4M
32,886
+1%
减持
VTI
VANGUARD INDEX FDS
-$2.4M
145,577
-1%
减持
CAT
CATERPILLAR INC
+$2.3M
18,072
-1%
减持
—
EXXON MOBIL CORP
+$2.3M
54,909
-6%
增持
IWN
ISHARES TR
+$2.3M
147,543
+4%
增持
IJH
ISHARES TR
+$2.2M
540,245
+4%
增持
SCHX
SCHWAB STRATEGIC TR
-$2.2M
1,989,152
+1%
减持
ORCL
ORACLE CORP
-$2.1M
44,350
-0%
增持
SMMD
ISHARES TR
+$2.1M
64,484
+73%
增持
EMGF
ISHARES INC
+$2.1M
583,395
+2%
增持
HYG
ISHARES TR
+$1.8M
533,868
+6%
增持
DXUV
DIMENSIONAL ETF TRUST
+$1.8M
230,992
+16%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.8M
1,047,592
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$1.8M
600,699
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
135,838
+20%
增持
ITOT
ISHARES TR
-$1.4M
330,815
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
15,259
-9%
增持
WMT
WALMART INC
+$1.3M
64,165
+8%
增持
JPM
JPMORGAN CHASE & CO
-$1.3M
48,338
+0%
减持
V
VISA INC
-$1.3M
26,256
-0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.3M
8,661
+1%
减持
IGE
ISHARES TR
+$1.3M
105,732
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
80,663
+35%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
28,049
+3%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
增持
CVX
CHEVRON CORPORATION
+$1.2M
20,294
+3%
增持
MUB
ISHARES TR
+$1.2M
97,569
+14%
增持
MRK
MERCK & CO INC
+$1.1M
58,997
+3%
增持
NFLX
NETFLIX INC.
+$1.1M
40,646
+34%
减持
SPTM
SPDR SERIES TRUST
-$1.1M
205,297
-2%
增持
AGG
ISHARES TR
+$1.1M
285,179
+5%
增持
SPSM
SPDR SERIES TRUST
+$1.0M
299,826
+4%
增持
IJR
ISHARES TR
+$1.0M
171,406
+2%
增持
DXIV
DIMENSIONAL ETF TRUST
+$1.0M
151,694
+7%
增持
AMZN
AMAZON COM INC
+$1.0M
119,328
+16%
增持
GOOGL
ALPHABET INC
-$936.0K
61,941
+3%
增持
HON
HONEYWELL INTL INC
+$891.6K
20,855
+6%
减持
MA
MASTERCARD INCORPORATED
-$847.2K
11,029
-1%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$846.8K
2,785
增持
DUK
DUKE ENERGY CORP NEW
+$766.1K
36,208
+7%
建仓
APO
APOLLO GLOBAL MGMT INC
+$748.4K
6,717
增持
DFSU
DIMENSIONAL ETF TRUST
-$742.7K
409,228
+1%
增持
IAGG
ISHARES TR
+$739.4K
120,458
+14%
增持
GLW
CORNING INC
+$729.3K
9,742
+43%
减持
—
AON PLC
-$725.2K
10,076
-11%
建仓
PCAR
PACCAR INC
+$724.1K
6,269
增持
SCHO
SCHWAB STRATEGIC TR
+$716.6K
628,836
+5%
增持
ESGU
ISHARES TR
+$708.2K
21,051
+38%
增持
PFF
ISHARES TR
+$649.5K
679,894
+5%
增持
—
ASML HLDG NV
+$643.2K
1,239
+33%
建仓
IGIB
ISHARES TR
+$640.1K
12,028
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$627.8K
14,917
-15%
增持
IQV
IQVIA HLDGS INC
-$626.6K
11,831
+1%
增持
DISV
DIMENSIONAL ETF TRUST
+$607.7K
143,052
+8%
增持
SCZ
ISHARES TR
+$603.5K
293,542
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$598.9K
4,634
+2%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$583.6K
271,638
-7%
增持
SPEM
SPDR INDEX SHS FDS
+$581.1K
143,845
+9%
增持
AVGO
BROADCOM INC
-$576.8K
20,317
+2%
增持
VB
VANGUARD INDEX FDS
+$570.8K
126,682
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$560.8K
7,562
-6%
增持
LDOS
LEIDOS HOLDINGS INC
-$559.4K
23,309
+0%
建仓
EBAY
EBAY INC.
+$558.0K
6,130
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$550.9K
31,197
+1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$543.0K
7,825,736
+4%
清仓
—
ASTRAZENECA PLC
-$542.9K
0
-100%
减持
SCHC
SCHWAB STRATEGIC TR
+$532.6K
604,213
-1%
增持
SNDK
SANDISK CORP
+$516.8K
1,267
+4%
减持
DFAI
DIMENSIONAL ETF TRUST
+$516.3K
2,945,842
-2%
增持
IWB
ISHARES TR
+$507.7K
25,506
+11%
增持
IWF
ISHARES TR
-$503.4K
20,454
+5%
增持
AMAT
APPLIED MATLS INC
+$489.4K
4,045
+16%
清仓
WLDN
WILLDAN GROUP INC
-$481.5K
0
-100%
减持
SPYV
SPDR SERIES TRUST
-$477.5K
330,069
-2%
建仓
—
ASTRAZENECA PLC
+$470.8K
2,387
增持
MBB
ISHARES TR
+$452.4K
19,121
+34%
增持
SHY
ISHARES TR
+$451.6K
113,796
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$447.3K
141,311
+2%
减持
NOC
NORTHROP GRUMMAN CORP
+$440.1K
4,038
-1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$437.5K
170,963
+6%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$428.3K
2,232
增持
SCHH
SCHWAB STRATEGIC TR
+$424.7K
221,134
+7%
减持
SUSA
ISHARES TR
-$421.3K
28,247
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$417.5K
20,175
+35%
增持
LRCX
LAM RESEARCH CORP
+$413.4K
8,955
+2%
减持
SRE
SEMPRA
+$410.3K
46,724
-0%
增持
ABT
ABBOTT LABORATORIES
-$408.4K
24,145
+5%
增持
QCOM
QUALCOMM INC
-$407.6K
24,955
+18%
增持
QQQ
INVESCO QQQ TR
-$406.3K
19,885
+3%
建仓
EQIX
EQUINIX INC
+$405.0K
413
增持
GLD
SPDR GOLD TR
+$402.8K
9,557
+2%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$401.0K
11,607
增持
WDC
WESTERN DIGITAL CORP
+$397.9K
3,886
+2%
减持
RTX
RTX CORPORATION
+$391.1K
41,961
-0%
增持
COP
CONOCOPHILLIPS
+$387.9K
7,887
+13%
增持
EQNR
EQUINOR ASA
+$385.4K
13,872
+64%
清仓
CSHI
NEOS ETF TRUST
-$382.4K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$376.2K
36,036
+16%
清仓
—
CYBERARK SOFTWARE LTD
-$374.5K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$373.8K
2,442
建仓
VRT
VERTIV HOLDINGS CO
+$370.1K
1,477
增持
AMGN
AMGEN INC
+$363.2K
6,157
+12%
增持
DCOR
DIMENSIONAL ETF TRUST
+$360.4K
2,232,848
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$360.1K
25,853
+12%
减持
MPC
MARATHON PETE CORP
+$359.6K
4,488
-1%
增持
—
LINDE PLC
+$359.2K
4,195
+4%
增持
TIP
ISHARES TR
+$357.6K
135,194
+2%
增持
T
AT&T INC
+$349.0K
48,988
+14%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$346.6K
5,168
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$341.6K
19,889
+9%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$338.8K
8,954
建仓
SIVR
ABRDN SILVER ETF TRUST
+$335.6K
4,686
减持
DFAX
DIMENSIONAL ETF TRUST
+$333.3K
366,393
-1%
建仓
TGT
TARGET CORP
+$327.7K
2,704
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$321.2K
2,465
-17%
增持
SPMD
SPDR SERIES TRUST
+$320.5K
73,501
+6%
建仓
FNDC
SCHWAB STRATEGIC TR
+$315.2K
6,799
建仓
WTFC
WINTRUST FINL CORP
+$315.1K
2,268
增持
SBUX
STARBUCKS CORP
+$314.6K
15,153
+22%
增持
AFL
AFLAC INC
+$312.6K
13,694
+27%
