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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $628.85万 | 0.09% | 20,317 | 481 | 2.4% | $14.89万 | 加仓 |
| LOW | LOWES COS INC | $608.90万 | 0.09% | 25,770 | 438 | 1.7% | $10.35万 | 加仓 |
| IAGG | ISHARES TR | $602.77万 | 0.09% | 120,458 | 14,712 | 13.9% | $73.62万 | 加仓 |
| META | META PLATFORMS INC | $585.41万 | 0.08% | 10,232 | 1,225 | 13.6% | $70.09万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $577.24万 | 0.08% | 186,447 | -3,640 | -1.9% | -$11.27万 | 减仓 |
| BA | BOEING CO | $572.61万 | 0.08% | 28,770 | 1,158 | 4.2% | $23.05万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $564.20万 | 0.08% | 143,052 | 10,570 | 8.0% | $41.69万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $555.63万 | 0.08% | 111,371 | 51,490 | 86.0% | $256.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $551.10万 | 0.08% | 11,029 | -109 | -1.0% | -$5.45万 | 减仓 |
| HD | HOME DEPOT INC | $519.46万 | 0.07% | 15,794 | 414 | 2.7% | $13.62万 | 加仓 |
| SMMD | ISHARES TR | $492.34万 | 0.07% | 64,484 | 27,140 | 72.7% | $207.21万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $480.35万 | 0.07% | 80,663 | 21,026 | 35.3% | $125.21万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $475.22万 | 0.07% | 221,134 | 13,978 | 6.7% | $30.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $474.11万 | 0.07% | 36,208 | 2,294 | 6.8% | $30.04万 | 加仓 |
| — | HONEYWELL INTL INC | $471.40万 | 0.07% | 20,855 | 1,262 | 6.4% | $28.53万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $470.37万 | 0.07% | 25,525 | -2,283 | -8.2% | -$42.07万 | 减仓 |
| LLY | ELI LILLY & CO | $458.43万 | 0.07% | 4,984 | 515 | 11.5% | $47.37万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $456.86万 | 0.07% | 107,826 | -1,230 | -1.1% | -$5.21万 | 减仓 |
| SRE | SEMPRA | $454.02万 | 0.07% | 46,724 | -52 | -0.1% | -$5,053 | 减仓 |
| ABBV | ABBVIE INC | $435.61万 | 0.06% | 20,029 | 1,999 | 11.1% | $43.48万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $435.27万 | 0.06% | 73,501 | 3,871 | 5.6% | $22.92万 | 加仓 |
| CVX | CHEVRON CORPORATION | $419.88万 | 0.06% | 20,294 | 543 | 2.7% | $11.23万 | 加仓 |
| PEP | PEPSICO INC | $415.13万 | 0.06% | 26,733 | -556 | -2.0% | -$8.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $412.88万 | 0.06% | 15,259 | -1,431 | -8.6% | -$38.72万 | 减仓 |
| GLD | SPDR GOLD TR | $411.23万 | 0.06% | 9,557 | 197 | 2.1% | $8.48万 | 加仓 |
| NFLX | NETFLIX INC. | $390.81万 | 0.06% | 40,646 | 10,404 | 34.4% | $100.03万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $388.29万 | 0.06% | 23,484 | 138 | 0.6% | $2.28万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $381.45万 | 0.05% | 48,649 | -1,120 | -2.3% | -$8.78万 | 减仓 |
| SUSA | ISHARES TR | $373.14万 | 0.05% | 28,247 | -1,554 | -5.2% | -$20.53万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $362.50万 | 0.05% | 23,309 | 114 | 0.5% | $1.77万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $354.81万 | 0.05% | 26,698 | 66 | 0.2% | $8,771 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $343.92万 | 0.05% | 138,959 | -14,592 | -9.5% | -$36.12万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $338.22万 | 0.05% | 9,854 | -69 | -0.7% | -$2.37万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $334.22万 | 0.05% | 79,142 | -5,337 | -6.3% | -$22.54万 | 减仓 |
| AON | AON PLC | $325.24万 | 0.05% | 10,076 | -1,196 | -10.6% | -$38.61万 | 减仓 |
| QCOM | QUALCOMM INC | $321.37万 | 0.05% | 24,955 | 3,784 | 17.9% | $48.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $320.81万 | 0.05% | 14,917 | -2,536 | -14.5% | -$54.54万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $298.20万 | 0.04% | 36,036 | 4,922 | 15.8% | $40.73万 | 加仓 |
| ESGU | ISHARES TR | $297.70万 | 0.04% | 21,051 | 5,822 | 38.2% | $82.33万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $290.93万 | 0.04% | 19,889 | 1,600 | 8.7% | $23.40万 | 加仓 |
| MCD | MCDONALDS CORP | $288.48万 | 0.04% | 9,282 | 323 | 3.6% | $10.04万 | 加仓 |
| RS | RELIANCE INC | $281.98万 | 0.04% | 9,278 | -266 | -2.8% | -$8.08万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $280.06万 | 0.04% | 4,634 | 82 | 1.8% | $4.96万 | 加仓 |
| IWD | ISHARES TR | $277.50万 | 0.04% | 12,987 | -381 | -2.9% | -$8.14万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $275.45万 | 0.04% | 4,038 | -21 | -0.5% | -$1.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $265.55万 | 0.04% | 18,385 | 395 | 2.2% | $5.71万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $247.89万 | 0.04% | 24,145 | 1,100 | 4.8% | $11.29万 | 加仓 |
| ICLN | ISHARES TR | $246.55万 | 0.04% | 134,801 | -7,978 | -5.6% | -$14.59万 | 减仓 |
| EEM | ISHARES TR | $246.05万 | 0.04% | 43,326 | -2,041 | -4.5% | -$11.59万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $242.43万 | 0.03% | 7,563 | 19 | 0.3% | $6,090 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $237.43万 | 0.03% | 77,847 | -1,259 | -1.6% | -$3.84万 | 减仓 |
| IWM | ISHARES TR | $236.06万 | 0.03% | 9,518 | -119 | -1.2% | -$2.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $232.61万 | 0.03% | 6,885 | -180 | -2.5% | -$6.08万 | 减仓 |
| CSCO | CISCO SYS INC | $230.79万 | 0.03% | 29,745 | -1,225 | -4.0% | -$9.50万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $224.44万 | 0.03% | 6,641 | 223 | 3.5% | $7.54万 | 加仓 |
| SUB | ISHARES TR | $218.64万 | 0.03% | 20,530 | 1,633 | 8.6% | $17.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $217.93万 | 0.03% | 33,025 | -1,214 | -3.5% | -$8.01万 | 减仓 |
| AMGN | AMGEN INC | $216.64万 | 0.03% | 6,157 | 648 | 11.8% | $22.80万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $214.17万 | 0.03% | 7,907 | -57 | -0.7% | -$1.54万 | 减仓 |
| MVBF | MVB FINL CORP | $210.62万 | 0.03% | 84,824 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $210.22万 | 0.03% | 319 | 8 | 2.6% | $5.27万 | 加仓 |
| LIN | LINDE PLC | $207.97万 | 0.03% | 4,195 | 160 | 4.0% | $7.93万 | 加仓 |
| IQV | IQVIA HLDGS INC | $201.77万 | 0.03% | 11,831 | 100 | 0.9% | $1.71万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $191.32万 | 0.03% | 8,955 | 193 | 2.2% | $4.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $191.00万 | 0.03% | 9,389 | 1,373 | 17.1% | $27.93万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $190.38万 | 0.03% | 19,352 | -274 | -1.4% | -$2.70万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $189.62万 | 0.03% | 39,561 | 565 | 1.4% | $2.71万 | 加仓 |
| BAC | BANK AMERICA CORP | $187.69万 | 0.03% | 38,500 | 497 | 1.3% | $2.42万 | 加仓 |
| WFC | WELLS FARGO & CO | $187.49万 | 0.03% | 23,551 | 535 | 2.3% | $4.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $187.36万 | 0.03% | 74,647 | -1,367 | -1.8% | -$3.43万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $187.19万 | 0.03% | 52,685 | 4,234 | 8.7% | $15.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $183.30万 | 0.03% | 7,562 | -520 | -6.4% | -$12.60万 | 减仓 |
| IJJ | ISHARES TR | $183.16万 | 0.03% | 13,824 | -31 | -0.2% | -$4,107 | 减仓 |
| MBB | ISHARES TR | $181.55万 | 0.03% | 19,121 | 4,805 | 33.6% | $45.62万 | 加仓 |
| IWV | ISHARES TR | $176.56万 | 0.03% | 4,763 | -343 | -6.7% | -$12.71万 | 减仓 |
| ACWI | ISHARES TR | $175.77万 | 0.03% | 12,703 | -69 | -0.5% | -$9,547 | 减仓 |
| EEMS | ISHARES INC | $174.48万 | 0.03% | 25,221 | -199 | -0.8% | -$1.38万 | 减仓 |
| TJX | TJX COS INC NEW | $173.61万 | 0.02% | 10,871 | 726 | 7.2% | $11.59万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $173.57万 | 0.02% | 37,136 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $165.45万 | 0.02% | 11,352 | -91 | -0.8% | -$1.33万 | 减仓 |
| ASML | ASML HLDG NV | $163.70万 | 0.02% | 1,239 | 310 | 33.4% | $40.96万 | 加仓 |
| ESGD | ISHARES TR | $160.42万 | 0.02% | 16,777 | 242 | 1.5% | $2.31万 | 加仓 |
| DIS | DISNEY WALT CO | $159.42万 | 0.02% | 16,541 | -193 | -1.2% | -$1.86万 | 减仓 |
| BIL | SPDR SERIES TRUST | $156.55万 | 0.02% | 17,084 | 610 | 3.7% | $5.59万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $154.70万 | 0.02% | 16,298 | 11 | 0.1% | $1,044 | 加仓 |
| AFL | AFLAC INC | $150.24万 | 0.02% | 13,694 | 2,904 | 26.9% | $31.86万 | 加仓 |
| GE | GE AEROSPACE | $149.99万 | 0.02% | 5,286 | 210 | 4.1% | $5.96万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $149.04万 | 0.02% | 13,499 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $146.34万 | 0.02% | 15,571 | 637 | 4.3% | $5.99万 | 加仓 |
| VGT | VANGUARD WORLD FD | $142.02万 | 0.02% | 2,035 | -163 | -7.4% | -$11.38万 | 减仓 |
| T | AT&T INC | $142.02万 | 0.02% | 48,988 | 5,864 | 13.6% | $17.00万 | 加仓 |
| MXL | MAXLINEAR INC | $140.32万 | 0.02% | 80,691 | -985 | -1.2% | -$1.71万 | 减仓 |
| AMAT | APPLIED MATLS INC | $138.26万 | 0.02% | 4,045 | 569 | 16.4% | $19.45万 | 加仓 |
| SBUX | STARBUCKS CORP | $135.75万 | 0.02% | 15,153 | 2,768 | 22.3% | $24.80万 | 加仓 |
| GLW | CORNING INC | $132.46万 | 0.02% | 9,742 | 2,943 | 43.3% | $40.02万 | 加仓 |
| P | EVERPURE INC | $130.84万 | 0.02% | 22,161 | -368 | -1.6% | -$2.17万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $129.78万 | 0.02% | 2,906 | -204 | -6.6% | -$9.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $129.78万 | 0.02% | 25,853 | 2,830 | 12.3% | $14.21万 | 加仓 |
| SHYD | VANECK ETF TRUST | $129.34万 | 0.02% | 57,081 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $125.68万 | 0.02% | 27,855 | 95 | 0.3% | $4,286 | 加仓 |