Pure Financial Advisors, LLC
SAN DIEGO CA · SEC CIK 0001571556
$69.67亿2026Q1 申报市值
571持仓数
50.2%前十大占比 · 第一大 10.5%
46 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$4,964.65万
IGSB 加仓+$2,401.70万
SPY 加仓+$2,166.09万
VGSH 加仓+$1,327.13万
DIMENSIONAL ETF 加仓+$1,166.78万
2026Q1 卖出最多 按季末市值估算
CASH 清仓-$1.00亿
AVEM 减仓-$848.60万
AVDV 减仓-$640.84万
AVLV 减仓-$347.16万
DIMENSIONAL ETF 减仓-$248.16万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | $38.30万 | 0.01% | 14,437 | 3,545 | 32.5% | $9.40万 | 加仓 |
| BN | BROOKFIELD CORP | $38.48万 | 0.01% | 9,508 | 770 | 8.8% | $3.12万 | 加仓 |
| GLPI | GAMING & LEISURE P | $39.11万 | 0.01% | 8,814 | -129 | -1.4% | -$5,724 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $39.13万 | 0.01% | 16,853 | 87 | 0.5% | $2,020 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $39.37万 | 0.01% | 9,647 | -1,156 | -10.7% | -$4.72万 | 减仓 |
| MGK | VANGUARD WORLD FD | $39.61万 | 0.01% | 1,078 | -51 | -4.5% | -$1.87万 | 减仓 |
| RY | ROYAL BK CDA | $39.76万 | 0.01% | 2,458 | 241 | 10.9% | $3.90万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $40.10万 | 0.01% | 11,607 | 3,906 | 50.7% | $13.49万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $40.23万 | 0.01% | 3,069 | 644 | 26.6% | $8.44万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.24万 | 0.01% | 3,073 | 97 | 3.3% | $1.27万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $40.37万 | 0.01% | 5,626 | 50 | 0.9% | $3,588 | 加仓 |
| CLS | CELESTICA INC | $40.44万 | 0.01% | 1,436 | 30 | 2.1% | $8,449 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $40.45万 | 0.01% | 523 | 26 | 5.2% | $2.01万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $40.49万 | 0.01% | 3,085 | 2 | 0.1% | $262 | 加仓 |
| EQIX | EQUINIX INC | $40.50万 | 0.01% | 413 | 413 | — | $40.50万 | 新建仓 |
| HAP | VANECK ETF TRUST | $40.61万 | 0.01% | 5,604 | -194 | -3.3% | -$1.41万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $40.97万 | 0.01% | 2,580 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $41.42万 | 0.01% | 4,240 | -84 | -1.9% | -$8,205 | 减仓 |
| MINO | PIMCO ETF TR | $41.56万 | 0.01% | 9,200 | -2,750 | -23.0% | -$12.42万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $41.64万 | 0.01% | 8,219 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $41.94万 | 0.01% | 7,134 | 606 | 9.3% | $3.56万 | 加仓 |
| VLO | VALERO ENERGY CORP | $42.07万 | 0.01% | 1,703 | -69 | -3.9% | -$1.70万 | 减仓 |
| MELI | MERCADOLIBRE INC | $42.21万 | 0.01% | 244 | 107 | 78.1% | $18.51万 | 加仓 |
| GSK | GSK PLC | $42.39万 | 0.01% | 7,680 | 866 | 12.7% | $4.78万 | 加仓 |
| SMH | VANECK ETF TRUST | $42.53万 | 0.01% | 1,109 | 138 | 14.2% | $5.29万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $42.59万 | 0.01% | 5,855 | 809 | 16.0% | $5.89万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $42.76万 | 0.01% | 6,468 | 298 | 4.8% | $1.97万 | 加仓 |
| NGG | NATIONAL GRID PLC | $42.77万 | 0.01% | 5,055 | 1,223 | 31.9% | $10.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.83万 | 0.01% | 2,232 | -368 | -14.2% | -$7.06万 | 重新持有 |
| PSX | PHILLIPS 66 | $42.86万 | 0.01% | 2,353 | 28 | 1.2% | $5,100 | 加仓 |
| CAH | CARDINAL HEALTH INC | $42.99万 | 0.01% | 2,035 | 16 | 0.8% | $3,380 | 加仓 |
| BLK | BLACKROCK INC | $43.06万 | 0.01% | 448 | 53 | 13.4% | $5.09万 | 加仓 |
| IT | GARTNER INC | $43.36万 | 0.01% | 2,738 | 121 | 4.6% | $1.92万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $43.57万 | 0.01% | 6,703 | 1,041 | 18.4% | $6.77万 | 加仓 |
| IONQ | IONQ INC | $43.57万 | 0.01% | 15,114 | -550 | -3.5% | -$1.59万 | 减仓 |
| UL | UNILEVER PLC | $43.62万 | 0.01% | 7,657 | 4,044 | 111.9% | $23.04万 | 加仓 |
| AMLP | ALPS ETF TR | $43.88万 | 0.01% | 8,336 | 4 | 0.0% | $211 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $43.97万 | 0.01% | 3,885 | 898 | 30.1% | $10.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $44.34万 | 0.01% | 5,029 | 287 | 6.1% | $2.53万 | 加仓 |
| PGR | PROGRESSIVE CORP | $44.53万 | 0.01% | 2,246 | 378 | 20.2% | $7.49万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $45.11万 | 0.01% | 5,468 | 1,653 | 43.3% | $13.64万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $45.44万 | 0.01% | 4,259 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $45.68万 | 0.01% | 1,753 | -3 | -0.2% | -$782 | 减仓 |
| IXUS | ISHARES TR | $45.70万 | 0.01% | 5,275 | 125 | 2.4% | $1.08万 | 加仓 |
| MMM | 3M CO | $47.02万 | 0.01% | 3,238 | -215 | -6.2% | -$3.12万 | 减仓 |
| AZN | ASTRAZENECA PLC | $47.08万 | 0.01% | 2,387 | 2,387 | — | $47.08万 | 新建仓 |
| CRM | SALESFORCE INC | $47.15万 | 0.01% | 2,526 | 588 | 30.3% | $10.97万 | 加仓 |
| NEM | NEWMONT CORP | $47.20万 | 0.01% | 4,360 | 629 | 16.9% | $6.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $47.80万 | 0.01% | 3,648 | 312 | 9.4% | $4.09万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $47.87万 | 0.01% | 1,222 | 21 | 1.7% | $8,226 | 加仓 |
| ALL | ALLSTATE CORP | $47.87万 | 0.01% | 2,309 | 459 | 24.8% | $9.52万 | 加仓 |
| CI | THE CIGNA GROUP | $48.10万 | 0.01% | 1,803 | 84 | 4.9% | $2.24万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $48.36万 | 0.01% | 8,391 | 441 | 5.5% | $2.54万 | 加仓 |
| SAP | SAP SE | $48.71万 | 0.01% | 2,845 | -408 | -12.5% | -$6.99万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $48.86万 | 0.01% | 10,360 | 829 | 8.7% | $3.91万 | 加仓 |
| PAYX | PAYCHEX INC | $49.23万 | 0.01% | 5,344 | 743 | 16.1% | $6.84万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $49.29万 | 0.01% | 3,564 | 70 | 2.0% | $9,682 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $49.64万 | 0.01% | 3,386 | -44 | -1.3% | -$6,450 | 减仓 |
| YUM | YUM BRANDS INC | $49.72万 | 0.01% | 3,198 | -92 | -2.8% | -$1.43万 | 减仓 |
| AZO | AUTOZONE INC | $49.75万 | 0.01% | 147 | 20 | 15.7% | $6.77万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $49.89万 | 0.01% | 3,483 | 9 | 0.3% | $1,289 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.17万 | 0.01% | 16,354 | -787 | -4.6% | -$2.41万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $50.27万 | 0.01% | 1,158 | 62 | 5.7% | $2.69万 | 加仓 |
| O | REALTY INCOME CORP | $50.43万 | 0.01% | 8,242 | -280 | -3.3% | -$1.71万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $50.81万 | 0.01% | 2,503 | 393 | 18.6% | $7.98万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $51.39万 | 0.01% | 2,611 | -63 | -2.4% | -$1.24万 | 减仓 |
| FTNT | FORTINET INC | $51.52万 | 0.01% | 6,305 | 760 | 13.7% | $6.21万 | 加仓 |
| CVS | CVS HEALTH CORP | $51.63万 | 0.01% | 7,188 | 202 | 2.9% | $1.45万 | 加仓 |
| ADBE | ADOBE INC | $51.92万 | 0.01% | 2,136 | 200 | 10.3% | $4.86万 | 加仓 |
| PLD | PROLOGIS INC. | $51.99万 | 0.01% | 3,933 | 793 | 25.3% | $10.48万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.28万 | 0.01% | 1,872 | 143 | 8.3% | $3.99万 | 加仓 |
| TMUS | T-MOBILE US INC | $52.43万 | 0.01% | 2,496 | 801 | 47.3% | $16.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.87万 | 0.01% | 3,570 | 659 | 22.6% | $9.76万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $52.89万 | 0.01% | 5,668 | 1,331 | 30.7% | $12.42万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $53.33万 | 0.01% | 24,621 | 9,059 | 58.2% | $19.62万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $53.39万 | 0.01% | 2,011 | 3 | 0.1% | $797 | 加仓 |
| DAL | DELTA AIR LINES INC | $53.49万 | 0.01% | 8,046 | 1,099 | 15.8% | $7.31万 | 加仓 |
| RIO | RIO TINTO PLC | $53.96万 | 0.01% | 5,784 | 440 | 8.2% | $4.10万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $53.99万 | 0.01% | 2,074 | 642 | 44.8% | $16.71万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $54.21万 | 0.01% | 5,537 | -109 | -1.9% | -$1.07万 | 减仓 |
| PPL | PPL CORP | $54.41万 | 0.01% | 14,243 | 193 | 1.4% | $7,373 | 加仓 |
| IJK | ISHARES TR | $54.91万 | 0.01% | 5,457 | 164 | 3.1% | $1.65万 | 加仓 |
| CTVA | CORTEVA INC | $55.13万 | 0.01% | 6,586 | 805 | 13.9% | $6.74万 | 加仓 |
| EBAY | EBAY INC. | $55.80万 | 0.01% | 6,130 | 6,130 | — | $55.80万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.57万 | 0.01% | 1,449 | 338 | 30.4% | $13.20万 | 加仓 |
| USB | US BANCORP | $56.82万 | 0.01% | 10,924 | 1,508 | 16.0% | $7.84万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $58.00万 | 0.01% | 10,990 | 2,056 | 23.0% | $10.85万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $58.18万 | 0.01% | 1,779 | 61 | 3.6% | $1.99万 | 加仓 |
| EQNR | EQUINOR ASA | $58.54万 | 0.01% | 13,872 | 5,407 | 63.9% | $22.82万 | 加仓 |
| SHOP | SHOPIFY INC | $58.96万 | 0.01% | 4,970 | 648 | 15.0% | $7.69万 | 加仓 |
| CSX | CSX CORP | $58.97万 | 0.01% | 14,365 | 396 | 2.8% | $1.63万 | 加仓 |
| IYR | ISHARES TR | $59.11万 | 0.01% | 6,251 | 39 | 0.6% | $3,688 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $59.15万 | 0.01% | 11,664 | 2,927 | 33.5% | $14.84万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $59.61万 | 0.01% | 8,593 | 894 | 11.6% | $6.20万 | 加仓 |
| IBTH | ISHARES TR | $59.72万 | 0.01% | 26,626 | 1,269 | 5.0% | $2.85万 | 加仓 |
| BX | BLACKSTONE INC | $59.81万 | 0.01% | 5,201 | 77 | 1.5% | $8,855 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $60.34万 | 0.01% | 3,043 | 78 | 2.6% | $1.55万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $60.93万 | 0.01% | 12,341 | -132 | -1.1% | -$6,517 | 减仓 |
| MGMT | UNIFIED SER TR | $60.94万 | 0.01% | 13,507 | -547 | -3.9% | -$2.47万 | 减仓 |
| CMI | CUMMINS INC | $61.22万 | 0.01% | 1,138 | 144 | 14.5% | $7.75万 | 加仓 |