PUREfi Wealth, LLC
BOSTON MA · SEC CIK 0002001520
$1.82亿2026Q2 申报市值
208持仓数
29.3%前十大占比 · 第一大 4.8%
31 / 15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
XOM 新建仓+$171.47万
IVV 加仓+$136.07万
GOOG 加仓+$120.39万
IWB 新建仓+$69.66万
NVDA 加仓+$63.39万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$238.03万
WMT 减仓-$75.08万
PEP 清仓-$54.69万
JNJ 减仓-$53.87万
NVS 清仓-$41.47万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $177.68万 | 0.98% | 18,397 | 3,417 | 22.8% | $33.00万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $180.23万 | 0.99% | 68,308 | 148 | 0.2% | $3,905 | 加仓 |
| IEMG | ISHARES INC | $185.12万 | 1.02% | 22,347 | -370 | -1.6% | -$3.07万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $185.68万 | 1.02% | 23,382 | 3,155 | 15.6% | $25.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $189.69万 | 1.04% | 7,469 | -2,121 | -22.1% | -$53.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $200.67万 | 1.10% | 6,131 | 322 | 5.5% | $10.54万 | 加仓 |
| AGG | ISHARES TR | $206.78万 | 1.14% | 20,891 | 1,900 | 10.0% | $18.81万 | 加仓 |
| GOOGL | ALPHABET INC | $227.00万 | 1.25% | 6,352 | 330 | 5.5% | $11.79万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $232.09万 | 1.27% | 37,368 | 593 | 1.6% | $3.68万 | 加仓 |
| LLY | ELI LILLY & CO | $252.84万 | 1.39% | 2,108 | 17 | 0.8% | $2.04万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $300.86万 | 1.65% | 44,238 | 2,595 | 6.2% | $17.65万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $307.36万 | 1.69% | 58,724 | 12,034 | 25.8% | $62.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $347.86万 | 1.91% | 7,284 | 238 | 3.4% | $11.37万 | 加仓 |
| GOOG | ALPHABET INC | $367.90万 | 2.02% | 10,412 | 3,407 | 48.6% | $120.39万 | 加仓 |
| AMZN | AMAZON COM INC | $381.11万 | 2.09% | 15,990 | -64 | -0.4% | -$1.53万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $396.25万 | 2.18% | 5,306 | -361 | -6.4% | -$26.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $420.26万 | 2.31% | 21,004 | 3,168 | 17.8% | $63.39万 | 加仓 |
| AVGO | BROADCOM INC | $469.66万 | 2.58% | 12,433 | 99 | 0.8% | $3.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $473.42万 | 2.60% | 12,692 | -716 | -5.3% | -$26.71万 | 减仓 |
| AAPL | APPLE INC | $600.64万 | 3.30% | 20,757 | 1,041 | 5.3% | $30.12万 | 加仓 |
| SYK | STRYKER CORPORATION | $672.38万 | 3.69% | 21,356 | 10 | 0.0% | $3,148 | 加仓 |
| WMT | WALMART INC | $687.45万 | 3.78% | 60,696 | -6,629 | -9.8% | -$75.08万 | 减仓 |
| IVV | ISHARES TR | $868.16万 | 4.77% | 11,593 | 1,817 | 18.6% | $136.07万 | 加仓 |