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 |
|---|---|---|---|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP | $61.23万 | 0.01% | 2,971 | 546 | 22.5% | $11.25万 | 加仓 |
| NVS | NOVARTIS AG | $61.25万 | 0.01% | 4,010 | 667 | 20.0% | $10.19万 | 加仓 |
| KLAC | KLA CORP | $61.92万 | 0.01% | 421 | 29 | 7.4% | $4.27万 | 加仓 |
| DE | DEERE & CO | $62.83万 | 0.01% | 1,115 | 41 | 3.8% | $2.31万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $63.65万 | 0.01% | 10,782 | 39 | 0.4% | $2,302 | 加仓 |
| SHEL | SHELL PLC | $63.66万 | 0.01% | 6,845 | 1,327 | 24.0% | $12.34万 | 加仓 |
| IGIB | ISHARES TR | $64.01万 | 0.01% | 12,028 | 12,028 | — | $64.01万 | 新建仓 |
| USHY | ISHARES TR | $64.12万 | 0.01% | 17,405 | -541 | -3.0% | -$1.99万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $64.17万 | 0.01% | 16,348 | 1,004 | 6.5% | $3.94万 | 加仓 |
| TXN | TEXAS INSTRS INC | $64.27万 | 0.01% | 3,311 | 198 | 6.4% | $3.84万 | 加仓 |
| IJS | ISHARES TR | $64.80万 | 0.01% | 5,471 | -114 | -2.0% | -$1.35万 | 减仓 |
| — | ISHARES INC | $64.96万 | 0.01% | 15,973 | -715 | -4.3% | -$2.91万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $65.78万 | 0.01% | 5,021 | 135 | 2.8% | $1.77万 | 加仓 |
| ETN | EATON CORP PLC | $66.07万 | 0.01% | 1,847 | 327 | 21.5% | $11.70万 | 加仓 |
| IBTG | ISHARES TR | $66.12万 | 0.01% | 28,854 | 1,140 | 4.1% | $2.61万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $66.13万 | 0.01% | 9,219 | 20 | 0.2% | $1,435 | 加仓 |
| OKE | ONEOK INC NEW | $66.97万 | 0.01% | 7,409 | 599 | 8.8% | $5.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $66.99万 | 0.01% | 13,400 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $67.65万 | 0.01% | 5,280 | -51 | -1.0% | -$6,534 | 减仓 |
| WM | WASTE MGMT INC DEL | $67.71万 | 0.01% | 2,946 | -245 | -7.7% | -$5.63万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $67.79万 | 0.01% | 4,229 | 2,109 | 99.5% | $33.81万 | 加仓 |
| EFV | ISHARES TR | $68.08万 | 0.01% | 9,157 | -575 | -5.9% | -$4.27万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $68.52万 | 0.01% | 1,909 | 18 | 1.0% | $6,461 | 加仓 |
| VXUS | VANGUARD STAR FDS | $69.39万 | 0.01% | 8,998 | -751 | -7.7% | -$5.79万 | 减仓 |
| IBDS | ISHARES TR | $70.17万 | 0.01% | 28,946 | 1,814 | 6.7% | $4.40万 | 加仓 |
| INTU | INTUIT | $70.18万 | 0.01% | 1,623 | 303 | 23.0% | $13.10万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.66万 | 0.01% | 1,437 | 30 | 2.1% | $1.48万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $71.41万 | 0.01% | 1,713 | 466 | 37.4% | $19.43万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $72.17万 | 0.01% | 2,465 | -510 | -17.1% | -$14.93万 | 减仓 |
| PCAR | PACCAR INC | $72.41万 | 0.01% | 6,269 | -4,640 | -42.5% | -$53.59万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $72.78万 | 0.01% | 5,928 | 263 | 4.6% | $3.23万 | 加仓 |
| AVY | AVERY DENNISON CORP | $72.80万 | 0.01% | 4,216 | -64 | -1.5% | -$1.11万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $72.99万 | 0.01% | 18,999 | -893 | -4.5% | -$3.43万 | 减仓 |
| PSK | SPDR SERIES TRUST | $73.00万 | 0.01% | 23,669 | -459 | -1.9% | -$1.42万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $73.39万 | 0.01% | 29,591 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $73.61万 | 0.01% | 822 | 40 | 5.1% | $3.58万 | 加仓 |
| AOR | ISHARES TR | $74.51万 | 0.01% | 11,580 | -1,042 | -8.3% | -$6.71万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $74.84万 | 0.01% | 6,717 | 6,717 | — | $74.84万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $76.48万 | 0.01% | 9,278 | 2,177 | 30.7% | $17.95万 | 加仓 |
| IBDR | ISHARES TR | $76.54万 | 0.01% | 31,575 | 1,444 | 4.8% | $3.50万 | 加仓 |
| SO | SOUTHERN CO | $76.85万 | 0.01% | 7,962 | 1,677 | 26.7% | $16.19万 | 加仓 |
| NOW | SERVICENOW INC | $77.19万 | 0.01% | 7,383 | 1,422 | 23.9% | $14.87万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $77.58万 | 0.01% | 26,633 | -240 | -0.9% | -$6,991 | 减仓 |
| BP | BP PLC | $78.48万 | 0.01% | 16,697 | 598 | 3.7% | $2.81万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $79.08万 | 0.01% | 4,596 | 267 | 6.2% | $4.59万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $79.85万 | 0.01% | 2,313 | 45 | 2.0% | $1.55万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $80.20万 | 0.01% | 190 | 7 | 3.8% | $2.95万 | 加仓 |
| SNDK | SANDISK CORP | $80.50万 | 0.01% | 1,267 | 53 | 4.4% | $3.37万 | 加仓 |
| EMXC | ISHARES INC | $80.50万 | 0.01% | 10,234 | 368 | 3.7% | $2.89万 | 加仓 |
| VFH | VANGUARD WORLD FD | $80.89万 | 0.01% | 6,696 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $80.92万 | 0.01% | 14,276 | 1,529 | 12.0% | $8.67万 | 加仓 |
| MS | MORGAN STANLEY | $82.45万 | 0.01% | 5,010 | 363 | 7.8% | $5.97万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $83.32万 | 0.01% | 7,516 | -459 | -5.8% | -$5.09万 | 减仓 |
| PFE | PFIZER INC | $84.01万 | 0.01% | 29,916 | -734 | -2.4% | -$2.06万 | 减仓 |
| CB | CHUBB LTD SWITZ | $84.13万 | 0.01% | 2,581 | 420 | 19.4% | $13.69万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $84.68万 | 0.01% | 2,785 | 2,785 | — | $84.68万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $84.69万 | 0.01% | 22,591 | -976 | -4.1% | -$3.66万 | 减仓 |
| UNP | UNION PAC CORP | $84.85万 | 0.01% | 3,497 | 132 | 3.9% | $3.20万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $85.18万 | 0.01% | 2,920 | 197 | 7.2% | $5.75万 | 加仓 |
| FDX | FEDEX CORP | $87.87万 | 0.01% | 2,467 | 365 | 17.4% | $13.00万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $88.00万 | 0.01% | 3,420 | -822 | -19.4% | -$21.15万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $88.90万 | 0.01% | 12,536 | -720 | -5.4% | -$5.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $90.10万 | 0.01% | 12,526 | 587 | 4.9% | $4.22万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $91.97万 | 0.01% | 1,491 | -21 | -1.4% | -$1.30万 | 减仓 |
| SYK | STRYKER CORPORATION | $96.19万 | 0.01% | 2,927 | 151 | 5.4% | $4.96万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $96.85万 | 0.01% | 8,887 | -56 | -0.6% | -$6,103 | 减仓 |
| MCK | MCKESSON CORP | $96.98万 | 0.01% | 1,121 | 22 | 2.0% | $1.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $97.18万 | 0.01% | 6,973 | 691 | 11.0% | $9.63万 | 加仓 |
| MTB | M & T BK CORP | $98.03万 | 0.01% | 4,742 | 167 | 3.7% | $3.45万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $98.39万 | 0.01% | 20,302 | 1,780 | 9.6% | $8.63万 | 加仓 |
| C | CITIGROUP INC | $98.59万 | 0.01% | 8,693 | 1,472 | 20.4% | $16.69万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $99.39万 | 0.01% | 10,358 | 6 | 0.1% | $576 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $102.92万 | 0.01% | 2,233 | -12 | -0.5% | -$5,531 | 减仓 |
| COP | CONOCOPHILLIPS | $104.11万 | 0.01% | 7,887 | 909 | 13.0% | $12.00万 | 加仓 |
| GEV | GE VERNOVA INC | $104.27万 | 0.01% | 1,194 | 50 | 4.4% | $4.37万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $104.42万 | 0.01% | 5,018 | 260 | 5.5% | $5.41万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $104.65万 | 0.02% | 11,267 | 596 | 5.6% | $5.54万 | 加仓 |
| INTC | INTEL CORP | $105.09万 | 0.02% | 23,814 | 2,313 | 10.8% | $10.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $105.11万 | 0.02% | 3,886 | 94 | 2.5% | $2.54万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $107.64万 | 0.02% | 12,629 | 1,732 | 15.9% | $14.76万 | 加仓 |
| IUSV | ISHARES TR | $109.25万 | 0.02% | 10,685 | -20 | -0.2% | -$2,045 | 减仓 |
| MPC | MARATHON PETE CORP | $109.58万 | 0.02% | 4,488 | -39 | -0.9% | -$9,522 | 减仓 |
| BWX | SPDR SERIES TRUST | $110.96万 | 0.02% | 50,552 | 1,120 | 2.3% | $2.46万 | 加仓 |
| ESGE | ISHARES INC | $114.25万 | 0.02% | 25,127 | -296 | -1.2% | -$1.35万 | 减仓 |
| MUNI | PIMCO ETF TR | $114.56万 | 0.02% | 21,951 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $115.10万 | 0.02% | 10,176 | 1,167 | 13.0% | $13.20万 | 加仓 |
| KO | COCA COLA CO | $116.26万 | 0.02% | 15,287 | 903 | 6.3% | $6.87万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $116.32万 | 0.02% | 3,846 | 124 | 3.3% | $3.75万 | 加仓 |
| JNK | SPDR SERIES TRUST | $118.47万 | 0.02% | 12,377 | 1,172 | 10.5% | $11.22万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $119.64万 | 0.02% | 21,550 | 141 | 0.7% | $7,828 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $120.58万 | 0.02% | 8,271 | -1,555 | -15.8% | -$22.67万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $122.36万 | 0.02% | 20,175 | 5,231 | 35.0% | $31.73万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $122.82万 | 0.02% | 14,424 | 150 | 1.1% | $1.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $124.75万 | 0.02% | 1,475 | -45 | -3.0% | -$3.81万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $125.68万 | 0.02% | 27,855 | 95 | 0.3% | $4,286 | 加仓 |
| SHYD | VANECK ETF TRUST | $129.34万 | 0.02% | 57,081 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $129.78万 | 0.02% | 25,853 | 2,830 | 12.3% | $14.21万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $129.78万 | 0.02% | 2,906 | -204 | -6.6% | -$9.11万 | 减仓 |
| P | EVERPURE INC | $130.84万 | 0.02% | 22,161 | -368 | -1.6% | -$2.17万 | 减仓 |
| GLW | CORNING INC | $132.46万 | 0.02% | 9,742 | 2,943 | 43.3% | $40.02万 | 加仓 |