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 |
|---|---|---|---|---|---|---|---|---|
| DFSI | DIMENSIONAL ETF TRUST | $699.42万 | 0.09% | 155,082 | -576 | -0.4% | -$2.60万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $698.29万 | 0.09% | 284,900 | 13,262 | 4.9% | $32.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $687.86万 | 0.09% | 15,874 | 6,919 | 77.3% | $299.82万 | 加仓 |
| IAGG | ISHARES TR | $672.62万 | 0.09% | 132,930 | 12,472 | 10.4% | $63.11万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $670.85万 | 0.09% | 181,950 | -4,497 | -2.4% | -$16.58万 | 减仓 |
| ORCL | ORACLE CORP | $668.31万 | 0.09% | 45,603 | 1,253 | 2.8% | $18.36万 | 加仓 |
| META | META PLATFORMS INC | $651.45万 | 0.08% | 11,565 | 1,333 | 13.0% | $75.09万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $643.59万 | 0.08% | 160,378 | 17,326 | 12.1% | $69.53万 | 加仓 |
| SNDK | SANDISK CORP | $622.62万 | 0.08% | 2,738 | 1,471 | 116.1% | $334.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $606.02万 | 0.08% | 14,581 | -678 | -4.4% | -$28.18万 | 减仓 |
| ABBV | ABBVIE INC | $601.09万 | 0.08% | 23,887 | 3,858 | 19.3% | $97.08万 | 加仓 |
| IGE | ISHARES TR | $594.10万 | 0.08% | 105,750 | 18 | 0.0% | $1,011 | 加仓 |
| BA | BOEING CO | $588.97万 | 0.07% | 27,208 | -1,562 | -5.4% | -$33.81万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $586.63万 | 0.07% | 115,981 | 4,610 | 4.1% | $23.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $586.21万 | 0.07% | 10,091 | 702 | 7.5% | $40.78万 | 加仓 |
| HD | HOME DEPOT INC | $580.06万 | 0.07% | 16,447 | 653 | 4.1% | $23.03万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $570.56万 | 0.07% | 96,739 | 16,076 | 19.9% | $94.82万 | 加仓 |
| LOW | LOWES COS INC | $557.96万 | 0.07% | 25,305 | -465 | -1.8% | -$10.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $557.69万 | 0.07% | 10,858 | -171 | -1.6% | -$8.78万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $524.70万 | 0.07% | 221,578 | 444 | 0.2% | $1.05万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $510.56万 | 0.06% | 104,452 | -3,374 | -3.1% | -$16.49万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $508.29万 | 0.06% | 26,679 | -19 | -0.1% | -$3,620 | 减仓 |
| QCOM | QUALCOMM INC | $504.11万 | 0.06% | 27,280 | 2,325 | 9.3% | $42.96万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $498.38万 | 0.06% | 25,222 | -303 | -1.2% | -$5.99万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $492.23万 | 0.06% | 72,858 | -643 | -0.9% | -$4.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $480.78万 | 0.06% | 37,983 | 1,775 | 4.9% | $22.47万 | 加仓 |
| SRE | SEMPRA | $455.46万 | 0.06% | 49,127 | 2,403 | 5.1% | $22.28万 | 加仓 |
| SUSA | ISHARES TR | $442.05万 | 0.06% | 28,649 | 402 | 1.4% | $6.20万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $434.39万 | 0.06% | 156,818 | 17,859 | 12.9% | $49.47万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $433.95万 | 0.06% | 6,794 | 2,908 | 74.8% | $185.74万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $421.66万 | 0.05% | 54,122 | 5,473 | 11.2% | $42.64万 | 加仓 |
| PEP | PEPSICO INC | $372.39万 | 0.05% | 27,503 | 770 | 2.9% | $10.43万 | 加仓 |
| INTC | INTEL CORP | $369.52万 | 0.05% | 26,464 | 2,650 | 11.1% | $37.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $365.12万 | 0.05% | 44,177 | 8,141 | 22.6% | $67.29万 | 加仓 |
| CSCO | CISCO SYS INC | $364.04万 | 0.05% | 30,992 | 1,247 | 4.2% | $14.65万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $360.50万 | 0.05% | 10,177 | 323 | 3.3% | $11.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $357.83万 | 0.05% | 15,123 | 206 | 1.4% | $4.87万 | 加仓 |
| GLD | SPDR GOLD TR | $357.62万 | 0.05% | 9,708 | 151 | 1.6% | $5.56万 | 加仓 |
| AON | AON PLC | $349.44万 | 0.04% | 10,535 | 459 | 4.6% | $15.22万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $339.08万 | 0.04% | 7,100 | 459 | 6.9% | $21.92万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $337.08万 | 0.04% | 77,030 | -2,112 | -2.7% | -$9.24万 | 减仓 |
| ESGU | ISHARES TR | $334.39万 | 0.04% | 20,431 | -620 | -2.9% | -$10.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $331.63万 | 0.04% | 4,587 | 542 | 13.4% | $39.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $328.17万 | 0.04% | 19,798 | -496 | -2.4% | -$8.22万 | 减仓 |
| RS | RELIANCE INC | $315.05万 | 0.04% | 8,433 | -845 | -9.1% | -$31.57万 | 减仓 |
| IWD | ISHARES TR | $310.57万 | 0.04% | 12,811 | -176 | -1.4% | -$4.27万 | 减仓 |
| ASML | ASML HLDG NV | $300.35万 | 0.04% | 1,510 | 271 | 21.9% | $53.90万 | 加仓 |
| NFLX | NETFLIX INC. | $296.92万 | 0.04% | 41,586 | 940 | 2.3% | $6.71万 | 加仓 |
| AMGN | AMGEN INC | $288.66万 | 0.04% | 7,972 | 1,815 | 29.5% | $65.72万 | 加仓 |
| EEM | ISHARES TR | $285.34万 | 0.04% | 41,710 | -1,616 | -3.7% | -$11.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $280.35万 | 0.04% | 19,118 | 733 | 4.0% | $10.75万 | 加仓 |
| IWM | ISHARES TR | $274.53万 | 0.03% | 9,137 | -381 | -4.0% | -$11.45万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $270.82万 | 0.03% | 7,866 | 303 | 4.0% | $10.43万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $268.42万 | 0.03% | 77,109 | -738 | -0.9% | -$2.57万 | 减仓 |
| ICLN | ISHARES TR | $266.83万 | 0.03% | 130,223 | -4,578 | -3.4% | -$9.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $265.35万 | 0.03% | 32,109 | 8,558 | 36.3% | $70.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $251.51万 | 0.03% | 4,938 | 900 | 22.3% | $45.84万 | 加仓 |
| KLAC | KLA CORP | $250.53万 | 0.03% | 8,304 | 4,094 | 97.2% | $123.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $250.42万 | 0.03% | 13,842 | -9,642 | -41.1% | -$174.44万 | 减仓 |
| MBB | ISHARES TR | $250.06万 | 0.03% | 26,456 | 7,335 | 38.4% | $69.33万 | 加仓 |
| GLW | CORNING INC | $249.46万 | 0.03% | 9,766 | 24 | 0.2% | $6,130 | 加仓 |
| ABT | ABBOTT LABORATORIES | $247.15万 | 0.03% | 27,237 | 3,092 | 12.8% | $28.06万 | 加仓 |
| MVBF | MVB FINL CORP | $246.07万 | 0.03% | 84,824 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $245.45万 | 0.03% | 4,818 | 184 | 4.0% | $9.37万 | 加仓 |
| MCD | MCDONALDS CORP | $239.34万 | 0.03% | 8,854 | -428 | -4.6% | -$11.57万 | 减仓 |
| SUB | ISHARES TR | $234.32万 | 0.03% | 22,008 | 1,478 | 7.2% | $15.74万 | 加仓 |
| HON | HONEYWELL INTL INC | $230.11万 | 0.03% | 10,277 | -10,578 | -50.7% | -$236.85万 | 减仓 |
| BAC | BANK OF AMER CORP | $229.03万 | 0.03% | 40,195 | 1,695 | 4.4% | $9.66万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $227.73万 | 0.03% | 35,666 | -1,470 | -4.0% | -$9.39万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $226.29万 | 0.03% | 10,236 | 10,236 | — | $226.29万 | 新建仓 |
| LIN | LINDE PLC | $226.23万 | 0.03% | 4,359 | 164 | 3.9% | $8.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $226.08万 | 0.03% | 18,916 | 2,636 | 16.2% | $31.50万 | 加仓 |
| NVR | NVR INC | $225.52万 | 0.03% | 331 | 12 | 3.8% | $8.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $219.51万 | 0.03% | 18,815 | -1,074 | -5.4% | -$12.53万 | 减仓 |
| TJX | TJX COS INC NEW | $217.52万 | 0.03% | 14,358 | 3,487 | 32.1% | $52.83万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $217.03万 | 0.03% | 21,077 | -2,232 | -9.6% | -$22.98万 | 减仓 |
| GE | GE AEROSPACE | $215.43万 | 0.03% | 5,764 | 478 | 9.0% | $17.87万 | 加仓 |
| O | REALTY INCOME CORP | $215.36万 | 0.03% | 34,758 | 26,516 | 321.7% | $164.29万 | 加仓 |
| ACWI | ISHARES TR | $214.33万 | 0.03% | 13,654 | 951 | 7.5% | $14.93万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $212.56万 | 0.03% | 4,294 | 2,385 | 124.9% | $118.06万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $207.76万 | 0.03% | 71,742 | -2,905 | -3.9% | -$8.41万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $207.12万 | 0.03% | 19,267 | -85 | -0.4% | -$9,137 | 减仓 |
| IWV | ISHARES TR | $202.19万 | 0.03% | 4,742 | -21 | -0.4% | -$8,954 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $198.75万 | 0.03% | 53,341 | 656 | 1.2% | $2.44万 | 加仓 |
| IJJ | ISHARES TR | $198.45万 | 0.03% | 13,434 | -390 | -2.8% | -$5.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $194.17万 | 0.02% | 6,905 | -657 | -8.7% | -$18.48万 | 减仓 |
| EEMS | ISHARES INC | $191.25万 | 0.02% | 25,201 | -20 | -0.1% | -$1,518 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $189.16万 | 0.02% | 39,135 | -426 | -1.1% | -$2.06万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $180.99万 | 0.02% | 73,393 | 63,682 | 655.8% | $157.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $179.56万 | 0.02% | 5,265 | 1,036 | 24.5% | $35.33万 | 加仓 |
| ESGD | ISHARES TR | $176.51万 | 0.02% | 17,169 | 392 | 2.3% | $4.03万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $176.10万 | 0.02% | 4,428 | 2,195 | 98.3% | $87.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $170.90万 | 0.02% | 23,753 | -9,272 | -28.1% | -$66.71万 | 减仓 |
| IWS | ISHARES TR | $170.53万 | 0.02% | 10,360 | -992 | -8.7% | -$16.33万 | 减仓 |
| DIS | DISNEY WALT CO | $167.28万 | 0.02% | 17,380 | 839 | 5.1% | $8.08万 | 加仓 |
| AFL | AFLAC INC | $166.56万 | 0.02% | 14,205 | 511 | 3.7% | $5.99万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $166.53万 | 0.02% | 15,083 | -1,215 | -7.5% | -$13.42万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $164.44万 | 0.02% | 3,310 | 404 | 13.9% | $20.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $162.51万 | 0.02% | 1,607 | 132 | 8.9% | $13.35万 | 加仓 |
| BIL | SPDR SERIES TRUST | $160.70万 | 0.02% | 17,536 | 452 | 2.6% | $4.14万 | 加仓 |