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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $7.34亿 | 10.53% | 1,128,423 | 33,307 | 3.0% | $2,166.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6.35亿 | 9.12% | 8,627,785 | 674,178 | 8.5% | $4,964.65万 | 加仓 |
| IEFA | ISHARES TR | $4.24亿 | 6.08% | 4,678,255 | 81,799 | 1.8% | $740.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.45亿 | 4.95% | 5,517,252 | 186,835 | 3.5% | $1,166.78万 | 加仓 |
| IGSB | ISHARES TR | $3.20亿 | 4.60% | 6,092,475 | 456,944 | 8.1% | $2,401.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.88亿 | 4.13% | 7,825,736 | 275,616 | 3.7% | $1,013.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.27亿 | 3.26% | 3,197,949 | 93,535 | 3.0% | $665.31万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1.96亿 | 2.82% | 2,212,485 | 98,425 | 4.7% | $873.03万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.65亿 | 2.36% | 1,647,863 | -64,174 | -3.7% | -$640.84万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.63亿 | 2.34% | 2,779,808 | 226,705 | 8.9% | $1,327.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.63亿 | 2.33% | 4,186,049 | -63,861 | -1.5% | -$248.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.61亿 | 2.31% | 2,232,848 | 51,899 | 2.4% | $374.09万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $1.58亿 | 2.26% | 2,112,071 | -28,723 | -1.3% | -$214.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.29亿 | 1.86% | 2,391,980 | 72,486 | 3.1% | $391.79万 | 加仓 |
| IVV | ISHARES TR | $1.28亿 | 1.84% | 196,481 | 14,520 | 8.0% | $948.46万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.17亿 | 1.68% | 1,448,030 | -43,066 | -2.9% | -$347.16万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.15亿 | 1.65% | 2,945,842 | -52,156 | -1.7% | -$203.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.07亿 | 1.53% | 178,783 | 16,792 | 10.4% | $1,003.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,960.30万 | 1.43% | 1,554,354 | 10,215 | 0.7% | $65.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $9,838.33万 | 1.41% | 1,220,939 | -105,311 | -7.9% | -$848.60万 | 减仓 |
| AAPL | APPLE INC | $7,661.19万 | 1.10% | 301,871 | 9,545 | 3.3% | $242.24万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $6,592.86万 | 0.95% | 0 | 0 | — | -$1.00亿 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,996.33万 | 0.86% | 1,247,936 | 104,395 | 9.1% | $501.62万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,100.19万 | 0.73% | 1,989,152 | 13,586 | 0.7% | $34.83万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $4,953.70万 | 0.71% | 654,040 | -7,314 | -1.1% | -$55.40万 | 减仓 |
| ITOT | ISHARES TR | $4,711.80万 | 0.68% | 330,815 | 4,325 | 1.3% | $61.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,670.25万 | 0.67% | 145,577 | -845 | -0.6% | -$27.11万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $4,422.94万 | 0.63% | 1,047,592 | 50,103 | 5.0% | $211.53万 | 加仓 |
| HYG | ISHARES TR | $4,247.46万 | 0.61% | 533,868 | 29,176 | 5.8% | $232.12万 | 加仓 |
| MGV | VANGUARD WORLD FD | $4,216.65万 | 0.61% | 290,904 | -6,036 | -2.0% | -$87.49万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,046.57万 | 0.58% | 1,520,694 | 100,396 | 7.1% | $267.15万 | 加仓 |
| IEMG | ISHARES INC | $3,876.93万 | 0.56% | 555,832 | 33,338 | 6.4% | $232.53万 | 加仓 |
| VV | VANGUARD INDEX FDS | $3,790.39万 | 0.54% | 126,833 | -2,498 | -1.9% | -$74.65万 | 减仓 |
| QUAL | ISHARES TR | $3,742.55万 | 0.54% | 195,118 | 29,608 | 17.9% | $567.91万 | 加仓 |
| IJH | ISHARES TR | $3,648.28万 | 0.52% | 540,245 | 20,587 | 4.0% | $139.02万 | 加仓 |
| EMGF | ISHARES INC | $3,525.45万 | 0.51% | 583,395 | 10,287 | 1.8% | $62.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,398.78万 | 0.49% | 194,884 | 11,461 | 6.2% | $199.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,347.74万 | 0.48% | 76,644 | 807 | 1.1% | $35.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,318.05万 | 0.48% | 126,682 | 263 | 0.2% | $6.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,086.41万 | 0.44% | 83,378 | 6,173 | 8.0% | $228.51万 | 加仓 |
| AGG | ISHARES TR | $2,830.98万 | 0.41% | 285,179 | 12,304 | 4.5% | $122.14万 | 加仓 |
| GUNR | FLEXSHARES TR | $2,824.88万 | 0.41% | 512,125 | -22,715 | -4.2% | -$125.30万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $2,824.09万 | 0.41% | 604,213 | -4,358 | -0.7% | -$20.37万 | 减仓 |
| IWN | ISHARES TR | $2,797.26万 | 0.40% | 147,543 | 5,808 | 4.1% | $110.11万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,742.19万 | 0.39% | 600,699 | 23,179 | 4.0% | $105.81万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $2,727.20万 | 0.39% | 1,048,521 | -12,107 | -1.1% | -$31.49万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,605.86万 | 0.37% | 90,740 | 42 | 0.0% | $1.21万 | 加仓 |
| AMZN | AMAZON COM INC | $2,485.23万 | 0.36% | 119,328 | 16,016 | 15.5% | $333.56万 | 加仓 |
| SCZ | ISHARES TR | $2,301.66万 | 0.33% | 293,542 | 4,452 | 1.5% | $34.91万 | 加仓 |
| STIP | ISHARES TR | $2,182.20万 | 0.31% | 210,983 | -2,317 | -1.1% | -$23.96万 | 减仓 |
| IJR | ISHARES TR | $2,130.75万 | 0.31% | 171,406 | 2,762 | 1.6% | $34.33万 | 加仓 |
| EMB | ISHARES TR | $2,121.87万 | 0.30% | 225,899 | 7,116 | 3.3% | $66.84万 | 加仓 |
| PFF | ISHARES TR | $2,061.44万 | 0.30% | 679,894 | 35,034 | 5.4% | $106.22万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $2,044.45万 | 0.29% | 136,998 | 19,922 | 17.0% | $297.30万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,867.53万 | 0.27% | 330,069 | -7,068 | -2.1% | -$39.99万 | 减仓 |
| GOOGL | ALPHABET INC | $1,781.16万 | 0.26% | 61,941 | 2,044 | 3.4% | $58.78万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,770.40万 | 0.25% | 90,234 | -2,269 | -2.5% | -$44.52万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,681.52万 | 0.24% | 409,228 | 4,948 | 1.2% | $20.33万 | 加仓 |
| USRT | ISHARES TR | $1,646.51万 | 0.24% | 278,174 | 32,834 | 13.4% | $194.34万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,623.08万 | 0.23% | 205,297 | -4,249 | -2.0% | -$33.59万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,526.18万 | 0.22% | 628,836 | 31,986 | 5.4% | $77.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,494.95万 | 0.21% | 31,197 | 360 | 1.2% | $17.25万 | 加仓 |
| TIP | ISHARES TR | $1,492.00万 | 0.21% | 135,194 | 2,700 | 2.0% | $29.80万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,448.76万 | 0.21% | 299,826 | 12,869 | 4.5% | $62.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,421.90万 | 0.20% | 48,338 | 134 | 0.3% | $3.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,370.93万 | 0.20% | 230,992 | 31,397 | 15.7% | $186.34万 | 加仓 |
| CAT | CATERPILLAR INC | $1,280.33万 | 0.18% | 18,072 | -203 | -1.1% | -$14.38万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,279.92万 | 0.18% | 58,915 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $1,244.64万 | 0.18% | 366,393 | -3,698 | -1.0% | -$12.56万 | 减仓 |
| TSLA | TESLA INC | $1,222.54万 | 0.18% | 32,886 | 331 | 1.0% | $12.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,147.70万 | 0.16% | 19,885 | 541 | 2.8% | $31.22万 | 加仓 |
| CMF | ISHARES TR | $1,112.38万 | 0.16% | 195,635 | 6,366 | 3.4% | $36.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,076.79万 | 0.15% | 135,838 | 22,433 | 19.8% | $177.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,061.25万 | 0.15% | 141,311 | 3,123 | 2.3% | $23.45万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,040.58万 | 0.15% | 386,688 | -11,034 | -2.8% | -$29.69万 | 减仓 |
| MUB | ISHARES TR | $1,035.70万 | 0.15% | 97,569 | 11,634 | 13.5% | $123.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,024.52万 | 0.15% | 151,694 | 9,823 | 6.9% | $66.34万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $951.98万 | 0.14% | 46,258 | -98 | -0.2% | -$2.02万 | 减仓 |
| EFA | ISHARES TR | $951.28万 | 0.14% | 97,939 | -1,704 | -1.7% | -$16.55万 | 减仓 |
| SHY | ISHARES TR | $939.61万 | 0.13% | 113,796 | 5,796 | 5.4% | $47.86万 | 加仓 |
| — | EXXON MOBIL CORP | $931.58万 | 0.13% | 54,909 | -3,241 | -5.6% | -$54.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $924.74万 | 0.13% | 120,818 | 56,914 | 89.1% | $435.62万 | 加仓 |
| IWB | ISHARES TR | $909.46万 | 0.13% | 25,506 | 2,512 | 10.9% | $89.57万 | 加仓 |
| IWF | ISHARES TR | $872.16万 | 0.13% | 20,454 | 963 | 4.9% | $41.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $862.96万 | 0.12% | 8,661 | 119 | 1.4% | $11.86万 | 加仓 |
| GOOG | ALPHABET INC | $861.07万 | 0.12% | 30,017 | 1,937 | 6.9% | $55.57万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $818.57万 | 0.12% | 170,963 | 9,374 | 5.8% | $44.88万 | 加仓 |
| RTX | RTX CORPORATION | $809.42万 | 0.12% | 41,961 | -41 | -0.1% | -$7,909 | 减仓 |
| WMT | WALMART INC | $797.45万 | 0.11% | 64,165 | 4,553 | 7.6% | $56.59万 | 加仓 |
| V | VISA INC | $793.55万 | 0.11% | 26,256 | -93 | -0.4% | -$2.81万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $766.79万 | 0.11% | 299,293 | 8,517 | 2.9% | $21.82万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $756.77万 | 0.11% | 114,454 | 3,241 | 2.9% | $21.43万 | 加仓 |
| MRK | MERCK & CO INC | $709.67万 | 0.10% | 58,997 | 1,861 | 3.3% | $22.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $685.62万 | 0.10% | 28,049 | 820 | 3.0% | $20.04万 | 加仓 |
| IVE | ISHARES TR | $681.82万 | 0.10% | 32,291 | -1,054 | -3.2% | -$22.26万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $674.78万 | 0.10% | 143,845 | 12,106 | 9.2% | $56.79万 | 加仓 |
| IGE | ISHARES TR | $665.48万 | 0.10% | 105,732 | -1,689 | -1.6% | -$10.63万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $659.99万 | 0.09% | 155,658 | 1,170 | 0.8% | $4.96万 | 加仓 |
| ORCL | ORACLE CORP | $652.43万 | 0.09% | 44,350 | -85 | -0.2% | -$1.25万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $648.40万 | 0.09% | 271,638 | -20,895 | -7.1% | -$49.88万 | 减仓 |