PUREfi Wealth, LLC
BOSTON MA · SEC CIK 0002001520
$1.53亿2026Q1 申报市值
188持仓数
31.5%前十大占比 · 第一大 5.5%
37 / 13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
IVV 加仓+$236.72万
BINC 加仓+$183.98万
WMT 加仓+$161.84万
MSFT 加仓+$114.53万
AAPL 加仓+$88.78万
2026Q1 卖出最多 按季末市值估算
CGSM 减仓-$78.71万
INMU 清仓-$57.85万
IAU 减仓-$52.03万
SAP 清仓-$43.34万
ABFL 减仓-$41.20万
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 |
|---|---|---|---|---|---|---|---|---|
| INMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -24,064 | -100.0% | -$57.85万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,784 | -100.0% | -$43.34万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -3,139 | -100.0% | -$40.47万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,843 | -100.0% | -$31.89万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -726 | -100.0% | -$25.93万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,955 | -100.0% | -$25.76万 | 清仓 |
| SPXU | PROSHARES TR | $0 | 0.00% | 0 | -4,750 | -100.0% | -$23.62万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -520 | -100.0% | -$23.61万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -1,235 | -100.0% | -$22.92万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | -4,747 | -100.0% | -$22.07万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,296 | -100.0% | -$21.69万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,340 | -100.0% | -$21.34万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,451 | -100.0% | -$20.71万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $11.41万 | 0.07% | 12,500 | 12,500 | — | $11.41万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $12.53万 | 0.08% | 27,000 | 6,000 | 28.6% | $2.78万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $18.22万 | 0.12% | 10,671 | 10,671 | — | $18.22万 | 新建仓 |
| SPYG | SPDR SER TR | $20.15万 | 0.13% | 2,058 | -288 | -12.3% | -$2.82万 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.15万 | 0.13% | 1,038 | -158 | -13.2% | -$3.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $20.30万 | 0.13% | 775 | 775 | — | $20.30万 | 新建仓 |
| WRB | BERKLEY W R CORP | $20.43万 | 0.13% | 3,082 | -300 | -8.9% | -$1.99万 | 减仓 |
| KO | COCA COLA CO | $20.49万 | 0.13% | 2,694 | 2,694 | — | $20.49万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.54万 | 0.13% | 595 | 595 | — | $20.54万 | 新建仓 |
| ECL | ECOLAB INC | $20.56万 | 0.13% | 773 | -155 | -16.7% | -$4.12万 | 重新持有 |
| EZU | ISHARES INC | $20.70万 | 0.14% | 3,304 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $20.83万 | 0.14% | 959 | 2 | 0.2% | $434 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $20.89万 | 0.14% | 5,000 | 5,000 | — | $20.89万 | 新建仓 |
| HYG | ISHARES TR | $21.20万 | 0.14% | 2,665 | 2,665 | — | $21.20万 | 新建仓 |
| REMX | VANECK ETF TRUST | $21.44万 | 0.14% | 2,436 | 2,436 | — | $21.44万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.14% | 1,986 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $21.86万 | 0.14% | 371 | 371 | — | $21.86万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $21.94万 | 0.14% | 1,505 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $22.22万 | 0.15% | 3,245 | 3,245 | — | $22.22万 | 新建仓 |
| FNV | FRANCO NEV CORP | $22.43万 | 0.15% | 908 | 908 | — | $22.43万 | 新建仓 |
| OKE | ONEOK INC NEW | $22.55万 | 0.15% | 2,495 | 2,495 | — | $22.55万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.98万 | 0.15% | 1,325 | -2,054 | -60.8% | -$35.63万 | 减仓 |
| SHOP | SHOPIFY INC | $23.06万 | 0.15% | 1,944 | -180 | -8.5% | -$2.14万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $23.22万 | 0.15% | 5,656 | 5,656 | — | $23.22万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.68万 | 0.16% | 4,287 | 4,287 | — | $23.68万 | 新建仓 |
| NKE | NIKE INC | $24.14万 | 0.16% | 4,570 | 1,393 | 43.8% | $7.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $24.32万 | 0.16% | 407 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.06万 | 0.16% | 1,034 | 33 | 3.3% | $7,999 | 加仓 |
| INTU | INTUIT | $25.18万 | 0.16% | 582 | 203 | 53.6% | $8.78万 | 加仓 |
| AZN | ASTRAZENECA PLC | $25.20万 | 0.17% | 1,278 | 1,278 | — | $25.20万 | 新建仓 |
| ABT | ABBOTT LABS | $25.66万 | 0.17% | 2,500 | -241 | -8.8% | -$2.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.09万 | 0.17% | 2,959 | -5,902 | -66.6% | -$52.03万 | 减仓 |
| EMGF | ISHARES INC | $26.27万 | 0.17% | 4,347 | 4,347 | — | $26.27万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $26.43万 | 0.17% | 1,540 | -367 | -19.2% | -$6.30万 | 减仓 |
| OEF | ISHARES TR | $26.72万 | 0.18% | 840 | -1,082 | -56.3% | -$34.42万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $26.78万 | 0.18% | 7,988 | 69 | 0.9% | $2,314 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.53万 | 0.18% | 2,321 | -57 | -2.4% | -$6,762 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.61万 | 0.18% | 9,000 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $27.68万 | 0.18% | 2,074 | 355 | 20.7% | $4.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.81万 | 0.18% | 1,901 | 593 | 45.3% | $8.67万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $28.09万 | 0.18% | 4,188 | -362 | -8.0% | -$2.43万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $28.25万 | 0.19% | 6,192 | 212 | 3.5% | $9,671 | 加仓 |
| — | FIDELITY ETHEREUM FD | $28.61万 | 0.19% | 13,700 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $28.78万 | 0.19% | 2,446 | 2,446 | — | $28.78万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $28.84万 | 0.19% | 4,233 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $28.87万 | 0.19% | 1,034 | 412 | 66.2% | $11.51万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.17万 | 0.19% | 7,593 | 3,193 | 72.6% | $12.27万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.51万 | 0.19% | 11,757 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $29.80万 | 0.20% | 911 | 911 | — | $29.80万 | 新建仓 |
| GOVT | ISHARES TR | $29.81万 | 0.20% | 13,012 | 13,012 | — | $29.81万 | 新建仓 |
| HEFA | ISHARES TR | $29.87万 | 0.20% | 7,030 | -903 | -11.4% | -$3.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.14万 | 0.20% | 629 | 629 | — | $30.14万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $30.36万 | 0.20% | 4,009 | -489 | -10.9% | -$3.70万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $30.40万 | 0.20% | 8,393 | 327 | 4.1% | $1.18万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $31.32万 | 0.21% | 10,030 | 10,030 | — | $31.32万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.36万 | 0.21% | 5,944 | 2,900 | 95.3% | $15.30万 | 加仓 |
| IYK | ISHARES TR | $31.38万 | 0.21% | 4,481 | 4,481 | — | $31.38万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $31.43万 | 0.21% | 1,040 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $31.58万 | 0.21% | 10,353 | 10,353 | — | $31.58万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $31.68万 | 0.21% | 1,282 | -22 | -1.7% | -$5,436 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $32.49万 | 0.21% | 670 | 183 | 37.6% | $8.87万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $32.64万 | 0.21% | 1,998 | -18 | -0.9% | -$2,940 | 减仓 |
| UBS | UBS GROUP AG | $32.68万 | 0.21% | 8,364 | 1,424 | 20.5% | $5.56万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.66万 | 0.22% | 557 | -559 | -50.1% | -$33.79万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.30万 | 0.22% | 3,078 | 1,279 | 71.1% | $14.25万 | 加仓 |
| GRMN | GARMIN LTD | $34.31万 | 0.22% | 1,479 | 1,479 | — | $34.31万 | 新建仓 |
| EMXC | ISHARES INC | $34.61万 | 0.23% | 4,400 | 1,320 | 42.9% | $10.38万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $35.50万 | 0.23% | 770 | 236 | 44.2% | $10.88万 | 加仓 |
| GLW | CORNING INC | $35.53万 | 0.23% | 2,613 | -821 | -23.9% | -$11.16万 | 减仓 |
| PFE | PFIZER INC | $35.70万 | 0.23% | 12,714 | 12,714 | — | $35.70万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.76万 | 0.23% | 1,374 | 55 | 4.2% | $1.43万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.10万 | 0.24% | 3,645 | 3,645 | — | $36.10万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $36.10万 | 0.24% | 10,855 | 10,855 | — | $36.10万 | 新建仓 |
| FAST | FASTENAL CO | $36.56万 | 0.24% | 7,879 | 7,879 | — | $36.56万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $36.95万 | 0.24% | 2,235 | 2,235 | — | $36.95万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $37.16万 | 0.24% | 5,166 | 2,614 | 102.4% | $18.80万 | 加仓 |
| SPYV | SPDR SER TR | $37.25万 | 0.24% | 6,584 | -707 | -9.7% | -$4.00万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $37.31万 | 0.24% | 3,223 | 14 | 0.4% | $1,621 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $38.11万 | 0.25% | 2,377 | 1,208 | 103.3% | $19.37万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $38.16万 | 0.25% | 13,000 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $38.53万 | 0.25% | 10,460 | 10,460 | — | $38.53万 | 新建仓 |
| GWW | GRAINGER W W INC | $39.05万 | 0.26% | 358 | 38 | 11.9% | $4.15万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $39.39万 | 0.26% | 5,599 | 0 | 0.0% | — | 不变 |