Pure Financial Advisors, LLC
SAN DIEGO CA · SEC CIK 0001571556
$78.56亿2026Q2 申报市值
635持仓数
48.4%前十大占比 · 第一大 11.1%
76 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PYLD 新建仓+$1.93亿
BND 加仓+$4,356.49万
SPY 加仓+$2,716.90万
DIMENSIONAL ETF 加仓+$1,798.05万
IEFA 加仓+$1,719.78万
2026Q2 卖出最多 按季末市值估算
IGSB 减仓-$1.46亿
CASH 清仓-$6,592.86万
MXL 减仓-$960.03万
EXXON MOBIL CORP 清仓-$931.58万
AVEM 减仓-$924.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $93.34万 | 0.01% | 8,978 | 1,091 | 13.8% | $11.34万 | 加仓 |
| SO | SOUTHERN CO | $93.62万 | 0.01% | 9,781 | 1,819 | 22.8% | $17.41万 | 加仓 |
| FTNT | FORTINET INC | $94.43万 | 0.01% | 6,147 | -158 | -2.5% | -$2.43万 | 减仓 |
| CMI | CUMMINS INC | $94.51万 | 0.01% | 1,325 | 187 | 16.4% | $13.34万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $95.00万 | 0.01% | 13,166 | 640 | 5.1% | $4.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $98.09万 | 0.01% | 1,997 | 284 | 16.6% | $13.95万 | 加仓 |
| TXN | TEXAS INSTRS INC | $98.13万 | 0.01% | 3,292 | -19 | -0.6% | -$5,664 | 减仓 |
| GILD | GILEAD SCIENCES INC | $98.22万 | 0.01% | 7,775 | 802 | 11.5% | $10.13万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $100.60万 | 0.01% | 3,284 | -136 | -4.0% | -$4.17万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $101.39万 | 0.01% | 5,688 | 938 | 19.7% | $16.72万 | 加仓 |
| EMXC | ISHARES INC | $101.52万 | 0.01% | 9,923 | -311 | -3.0% | -$3.18万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $101.53万 | 0.01% | 2,625 | 160 | 6.5% | $6.19万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $101.84万 | 0.01% | 1,041 | 219 | 26.6% | $21.42万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $102.56万 | 0.01% | 12,517 | -19 | -0.2% | -$1,557 | 减仓 |
| UNP | UNION PAC CORP | $103.00万 | 0.01% | 3,787 | 290 | 8.3% | $7.89万 | 加仓 |
| T | AT&T INC | $103.62万 | 0.01% | 50,057 | 1,069 | 2.2% | $2.21万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.67万 | 0.01% | 1,474 | -17 | -1.1% | -$1.20万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $104.25万 | 0.01% | 3,158 | 238 | 8.2% | $7.86万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $104.61万 | 0.01% | 8,919 | 32 | 0.4% | $3,753 | 加仓 |
| SYK | STRYKER CORPORATION | $105.29万 | 0.01% | 3,344 | 417 | 14.2% | $13.13万 | 加仓 |
| CB | CHUBB LIMITED | $106.25万 | 0.01% | 3,118 | 537 | 20.8% | $18.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $107.14万 | 0.01% | 12,207 | 940 | 8.3% | $8.25万 | 加仓 |
| IGIB | ISHARES TR | $109.30万 | 0.01% | 20,557 | 8,529 | 70.9% | $45.35万 | 加仓 |
| BWX | SPDR SERIES TRUST | $109.35万 | 0.01% | 50,436 | -116 | -0.2% | -$2,515 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $109.38万 | 0.01% | 13,275 | 4,682 | 54.5% | $38.58万 | 加仓 |
| SAP | SAP SE | $111.68万 | 0.01% | 7,247 | 4,402 | 154.7% | $67.84万 | 加仓 |
| MTB | M & T BK CORP | $112.06万 | 0.01% | 4,708 | -34 | -0.7% | -$8,092 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $115.18万 | 0.01% | 20,938 | 636 | 3.1% | $3.50万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $116.21万 | 0.01% | 13,593 | 4,595 | 51.1% | $39.28万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $116.33万 | 0.01% | 10,378 | 20 | 0.2% | $2,242 | 加仓 |
| IUSV | ISHARES TR | $118.00万 | 0.02% | 10,713 | 28 | 0.3% | $3,084 | 加仓 |
| JNK | SPDR SERIES TRUST | $118.70万 | 0.02% | 12,317 | -60 | -0.5% | -$5,782 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $120.70万 | 0.02% | 28,507 | 2,654 | 10.3% | $11.24万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $121.53万 | 0.02% | 7,877 | -394 | -4.8% | -$6.08万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $123.72万 | 0.02% | 13,495 | 866 | 6.9% | $7.94万 | 加仓 |
| MPC | MARATHON PETE CORP | $125.22万 | 0.02% | 4,898 | 410 | 9.1% | $10.48万 | 加仓 |
| ESGE | ISHARES INC | $126.24万 | 0.02% | 23,082 | -2,045 | -8.1% | -$11.18万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $127.48万 | 0.02% | 1,321 | 99 | 8.1% | $9.55万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $129.26万 | 0.02% | 21,031 | -519 | -2.4% | -$3.19万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $129.54万 | 0.02% | 22,483 | 2,308 | 11.4% | $13.30万 | 加仓 |
| SHYD | VANECK ETF TRUST | $130.72万 | 0.02% | 57,081 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $135.92万 | 0.02% | 6,502 | 1,492 | 29.8% | $31.19万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $135.97万 | 0.02% | 5,522 | 504 | 10.0% | $12.41万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $136.89万 | 0.02% | 14,433 | 9 | 0.1% | $854 | 加仓 |
| MUNI | PIMCO ETF TR | $139.67万 | 0.02% | 26,553 | 4,602 | 21.0% | $24.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $139.74万 | 0.02% | 1,831 | 382 | 26.4% | $29.15万 | 加仓 |
| SHOP | SHOPIFY INC | $139.85万 | 0.02% | 12,248 | 7,278 | 146.4% | $83.10万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $140.43万 | 0.02% | 4,714 | 1,164 | 32.8% | $34.68万 | 加仓 |
| IVW | ISHARES TR | $140.79万 | 0.02% | 10,237 | 61 | 0.6% | $8,390 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $141.23万 | 0.02% | 4,175 | 329 | 8.6% | $11.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $141.35万 | 0.02% | 15,319 | -252 | -1.6% | -$2.33万 | 减仓 |
| KO | COCA COLA CO | $141.81万 | 0.02% | 17,450 | 2,163 | 14.1% | $17.58万 | 加仓 |
| C | CITIGROUP INC | $143.35万 | 0.02% | 10,242 | 1,549 | 17.8% | $21.68万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $143.46万 | 0.02% | 27,754 | -101 | -0.4% | -$5,221 | 减仓 |
| P | EVERPURE INC | $146.96万 | 0.02% | 18,652 | -3,509 | -15.8% | -$27.65万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $147.21万 | 0.02% | 13,499 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $153.10万 | 0.02% | 1,303 | 109 | 9.1% | $12.81万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $155.81万 | 0.02% | 9,171 | 3,243 | 54.7% | $55.10万 | 加仓 |
| SBUX | STARBUCKS CORP | $157.15万 | 0.02% | 15,378 | 225 | 1.5% | $2.30万 | 加仓 |
| BIL | SPDR SERIES TRUST | $160.70万 | 0.02% | 17,536 | 452 | 2.6% | $4.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $162.51万 | 0.02% | 1,607 | 132 | 8.9% | $13.35万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $164.44万 | 0.02% | 3,310 | 404 | 13.9% | $20.07万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $166.53万 | 0.02% | 15,083 | -1,215 | -7.5% | -$13.42万 | 减仓 |
| AFL | AFLAC INC | $166.56万 | 0.02% | 14,205 | 511 | 3.7% | $5.99万 | 加仓 |
| DIS | DISNEY WALT CO | $167.28万 | 0.02% | 17,380 | 839 | 5.1% | $8.08万 | 加仓 |
| IWS | ISHARES TR | $170.53万 | 0.02% | 10,360 | -992 | -8.7% | -$16.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $170.90万 | 0.02% | 23,753 | -9,272 | -28.1% | -$66.71万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $176.10万 | 0.02% | 4,428 | 2,195 | 98.3% | $87.29万 | 加仓 |
| ESGD | ISHARES TR | $176.51万 | 0.02% | 17,169 | 392 | 2.3% | $4.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $179.56万 | 0.02% | 5,265 | 1,036 | 24.5% | $35.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $180.99万 | 0.02% | 73,393 | 63,682 | 655.8% | $157.04万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $189.16万 | 0.02% | 39,135 | -426 | -1.1% | -$2.06万 | 减仓 |
| EEMS | ISHARES INC | $191.25万 | 0.02% | 25,201 | -20 | -0.1% | -$1,518 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $194.17万 | 0.02% | 6,905 | -657 | -8.7% | -$18.48万 | 减仓 |
| IJJ | ISHARES TR | $198.45万 | 0.03% | 13,434 | -390 | -2.8% | -$5.76万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $198.75万 | 0.03% | 53,341 | 656 | 1.2% | $2.44万 | 加仓 |
| IWV | ISHARES TR | $202.19万 | 0.03% | 4,742 | -21 | -0.4% | -$8,954 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $207.12万 | 0.03% | 19,267 | -85 | -0.4% | -$9,137 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $207.76万 | 0.03% | 71,742 | -2,905 | -3.9% | -$8.41万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $212.56万 | 0.03% | 4,294 | 2,385 | 124.9% | $118.06万 | 加仓 |
| ACWI | ISHARES TR | $214.33万 | 0.03% | 13,654 | 951 | 7.5% | $14.93万 | 加仓 |
| O | REALTY INCOME CORP | $215.36万 | 0.03% | 34,758 | 26,516 | 321.7% | $164.29万 | 加仓 |
| GE | GE AEROSPACE | $215.43万 | 0.03% | 5,764 | 478 | 9.0% | $17.87万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $217.03万 | 0.03% | 21,077 | -2,232 | -9.6% | -$22.98万 | 减仓 |
| TJX | TJX COS INC NEW | $217.52万 | 0.03% | 14,358 | 3,487 | 32.1% | $52.83万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $219.51万 | 0.03% | 18,815 | -1,074 | -5.4% | -$12.53万 | 减仓 |
| NVR | NVR INC | $225.52万 | 0.03% | 331 | 12 | 3.8% | $8.18万 | 加仓 |
| VGT | VANGUARD WORLD FD | $226.08万 | 0.03% | 18,916 | 2,636 | 16.2% | $31.50万 | 加仓 |
| LIN | LINDE PLC | $226.23万 | 0.03% | 4,359 | 164 | 3.9% | $8.51万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $226.29万 | 0.03% | 10,236 | 10,236 | — | $226.29万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $227.73万 | 0.03% | 35,666 | -1,470 | -4.0% | -$9.39万 | 减仓 |
| BAC | BANK OF AMER CORP | $229.03万 | 0.03% | 40,195 | 1,695 | 4.4% | $9.66万 | 加仓 |
| HON | HONEYWELL INTL INC | $230.11万 | 0.03% | 10,277 | -10,578 | -50.7% | -$236.85万 | 减仓 |
| SUB | ISHARES TR | $234.32万 | 0.03% | 22,008 | 1,478 | 7.2% | $15.74万 | 加仓 |
| MCD | MCDONALDS CORP | $239.34万 | 0.03% | 8,854 | -428 | -4.6% | -$11.57万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $245.45万 | 0.03% | 4,818 | 184 | 4.0% | $9.37万 | 加仓 |
| MVBF | MVB FINL CORP | $246.07万 | 0.03% | 84,824 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $247.15万 | 0.03% | 27,237 | 3,092 | 12.8% | $28.06万 | 加仓 |
| GLW | CORNING INC | $249.46万 | 0.03% | 9,766 | 24 | 0.2% | $6,130 | 加仓 |
| MBB | ISHARES TR | $250.06万 | 0.03% | 26,456 | 7,335 | 38.4% | $69.33万 | 加仓 |