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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -14,030 | -100.0% | -$238.03万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,522 | -100.0% | -$54.69万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -2,715 | -100.0% | -$41.47万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -2,991 | -100.0% | -$40.45万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,377 | -100.0% | -$38.11万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -557 | -100.0% | -$33.66万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -4,188 | -100.0% | -$28.09万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,901 | -100.0% | -$27.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -582 | -100.0% | -$25.18万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,570 | -100.0% | -$24.14万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,665 | -100.0% | -$21.20万 | 清仓 |
| EZU | ISHARES INC | $0 | 0.00% | 0 | -3,304 | -100.0% | -$20.70万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -773 | -100.0% | -$20.56万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -3,082 | -100.0% | -$20.43万 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$12.53万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $14.89万 | 0.08% | 11,671 | 1,000 | 9.4% | $1.28万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $17.63万 | 0.10% | 20,152 | 7,652 | 61.2% | $6.70万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $20.11万 | 0.11% | 151 | 151 | — | $20.11万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.23万 | 0.11% | 190 | 190 | — | $20.23万 | 新建仓 |
| MTUM | ISHARES TR | $20.26万 | 0.11% | 591 | 591 | — | $20.26万 | 新建仓 |
| FLEX | FLEX LTD | $20.53万 | 0.11% | 1,267 | 1,267 | — | $20.53万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $20.66万 | 0.11% | 600 | 600 | — | $20.66万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.88万 | 0.11% | 3,895 | -3,127 | -44.5% | -$16.77万 | 重新持有 |
| IWY | ISHARES TR | $21.48万 | 0.12% | 739 | 739 | — | $21.48万 | 新建仓 |
| REMX | VANECK ETF TRUST | $21.56万 | 0.12% | 2,436 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $22.02万 | 0.12% | 996 | 996 | — | $22.02万 | 新建仓 |
| OKE | ONEOK INC NEW | $22.07万 | 0.12% | 2,539 | 44 | 1.8% | $3,825 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $22.11万 | 0.12% | 6,042 | 6,042 | — | $22.11万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.13万 | 0.12% | 1,328 | 3 | 0.2% | $500 | 加仓 |
| HON | HONEYWELL INTL INC | $22.30万 | 0.12% | 996 | -782 | -44.0% | -$17.51万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.53万 | 0.12% | 9,739 | 9,739 | — | $22.53万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.97万 | 0.13% | 679 | 92 | 15.7% | $3.11万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $23.22万 | 0.13% | 1,505 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $23.33万 | 0.13% | 960 | 1 | 0.1% | $243 | 加仓 |
| VB | VANGUARD INDEX FDS | $23.49万 | 0.13% | 775 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $23.78万 | 0.13% | 7,500 | -1,500 | -16.7% | -$4.76万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $23.81万 | 0.13% | 626 | 626 | — | $23.81万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $23.83万 | 0.13% | 15,137 | 1,437 | 10.5% | $2.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $23.99万 | 0.13% | 467 | 60 | 14.7% | $3.08万 | 重新持有 |
| IAU | ISHARES GOLD TR | $24.19万 | 0.13% | 3,203 | 244 | 8.2% | $1.84万 | 加仓 |
| IESC | IES HOLDINGS INC | $24.39万 | 0.13% | 332 | 332 | — | $24.39万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $24.62万 | 0.14% | 1,978 | -296 | -13.0% | -$3.68万 | 减仓 |
| KO | COCA COLA CO | $24.64万 | 0.14% | 3,032 | 338 | 12.5% | $2.75万 | 加仓 |
| FNV | FRANCO NEV CORP | $24.76万 | 0.14% | 1,188 | 280 | 30.8% | $5.84万 | 加仓 |
| SPYG | SPDR SER TR | $24.77万 | 0.14% | 2,082 | 24 | 1.2% | $2,856 | 加仓 |
| TW | TRADEWEB MKTS INC | $24.81万 | 0.14% | 2,490 | 44 | 1.8% | $4,385 | 加仓 |
| ABT | ABBOTT LABS | $24.83万 | 0.14% | 2,737 | 237 | 9.5% | $2.15万 | 加仓 |
| ACWX | ISHARES TR | $24.89万 | 0.14% | 3,270 | 25 | 0.8% | $1,903 | 加仓 |
| USO | UNITED STS OIL FD LP | $25.01万 | 0.14% | 2,350 | 2,350 | — | $25.01万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.38万 | 0.14% | 1,986 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $25.87万 | 0.14% | 8,093 | 105 | 1.3% | $3,357 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.98万 | 0.14% | 894 | 299 | 50.3% | $8.69万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $25.98万 | 0.14% | 5,000 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $26.03万 | 0.14% | 2,931 | 2,931 | — | $26.03万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $26.10万 | 0.14% | 6,054 | -2,339 | -27.9% | -$10.08万 | 减仓 |
| ITA | ISHARES TR | $26.30万 | 0.14% | 1,085 | 25 | 2.4% | $6,061 | 重新持有 |
| MS | MORGAN STANLEY | $26.57万 | 0.15% | 1,271 | 1,271 | — | $26.57万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $27.07万 | 0.15% | 1,090 | 56 | 5.4% | $1.39万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.13万 | 0.15% | 8,150 | 557 | 7.3% | $1.85万 | 加仓 |
| IJR | ISHARES TR | $27.55万 | 0.15% | 1,857 | 1,857 | — | $27.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $28.16万 | 0.15% | 244 | 244 | — | $28.16万 | 新建仓 |
| QUAL | ISHARES TR | $28.50万 | 0.16% | 1,299 | -1,030 | -44.2% | -$22.60万 | 减仓 |
| QUS | SPDR SERIES TRUST | $28.78万 | 0.16% | 1,540 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $28.78万 | 0.16% | 419 | 12 | 2.9% | $8,242 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $29.15万 | 0.16% | 9,686 | -344 | -3.4% | -$1.04万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $29.41万 | 0.16% | 4,233 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $29.65万 | 0.16% | 1,473 | 1,473 | — | $29.65万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.70万 | 0.16% | 10,257 | -1,500 | -12.8% | -$4.34万 | 减仓 |
| SANM | SANMINA CORP | $29.81万 | 0.16% | 1,178 | 1,178 | — | $29.81万 | 新建仓 |
| CME | CME GROUP INC | $29.92万 | 0.16% | 1,355 | -23 | -1.7% | -$5,079 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $30.08万 | 0.17% | 5,972 | 316 | 5.6% | $1.59万 | 加仓 |
| GOVT | ISHARES TR | $30.17万 | 0.17% | 13,242 | 230 | 1.8% | $5,239 | 加仓 |
| EMXC | ISHARES INC | $30.69万 | 0.17% | 3,000 | -1,400 | -31.8% | -$14.32万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $30.76万 | 0.17% | 1,630 | -368 | -18.4% | -$6.94万 | 减仓 |
| EMGF | ISHARES INC | $30.77万 | 0.17% | 4,200 | -147 | -3.4% | -$1.08万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.61万 | 0.17% | 6,945 | 1,001 | 16.8% | $4.56万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.73万 | 0.17% | 691 | 21 | 3.1% | $9,642 | 加仓 |
| HEFA | ISHARES TR | $31.89万 | 0.18% | 6,796 | -234 | -3.3% | -$1.10万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.05万 | 0.18% | 806 | 36 | 4.7% | $1.43万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $32.20万 | 0.18% | 5,213 | 5,213 | — | $32.20万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.32万 | 0.18% | 1,185 | 151 | 14.6% | $4.25万 | 加仓 |
| AZN | ASTRAZENECA PLC | $33.90万 | 0.19% | 1,788 | 510 | 39.9% | $9.67万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $34.03万 | 0.19% | 2,353 | 32 | 1.4% | $4,628 | 加仓 |
| VLO | VALERO ENERGY CORP | $34.48万 | 0.19% | 1,324 | 42 | 3.3% | $1.09万 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.70万 | 0.19% | 1,164 | 126 | 12.1% | $3.76万 | 加仓 |
| IYK | ISHARES TR | $35.28万 | 0.19% | 4,856 | 375 | 8.4% | $2.72万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $36.13万 | 0.20% | 975 | 64 | 7.0% | $2.37万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $36.49万 | 0.20% | 7,250 | 7,250 | — | $36.49万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.59万 | 0.20% | 1,353 | -21 | -1.5% | -$5,680 | 减仓 |
| TLH | ISHARES TR | $37.46万 | 0.21% | 3,733 | -1,129 | -23.2% | -$11.33万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $38.04万 | 0.21% | 1,040 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $38.54万 | 0.21% | 8,024 | 145 | 1.8% | $6,964 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $38.62万 | 0.21% | 11,095 | 742 | 7.2% | $2.58万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.80万 | 0.21% | 8,529 | 2,337 | 37.7% | $10.63万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $38.96万 | 0.21% | 10,855 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $39.44万 | 0.22% | 2,278 | 204 | 9.8% | $3.53万 | 加仓 |
| SPYV | SPDR SER TR | $40.03万 | 0.22% | 6,585 | 1 | 0.0% | $61 | 加仓 |
| IYG | ISHARES TR | $40.26万 | 0.22% | 4,450 | -348 | -7.3% | -$3.15万 | 减仓 |
| VICI | VICI PPTYS INC | $40.48万 | 0.22% | 15,248 | 108 | 0.7% | $2,867 | 加仓 |
| IWR | ISHARES TR | $41.24万 | 0.23% | 3,738 | 3,738 | — | $41.24万 | 新建仓 |