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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $20.88万 | 0.11% | 3,895 | -3,127 | -44.5% | -$16.77万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $20.66万 | 0.11% | 600 | 600 | — | $20.66万 | 新建仓 |
| FLEX | FLEX LTD | $20.53万 | 0.11% | 1,267 | 1,267 | — | $20.53万 | 新建仓 |
| MTUM | ISHARES TR | $20.26万 | 0.11% | 591 | 591 | — | $20.26万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.23万 | 0.11% | 190 | 190 | — | $20.23万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $20.11万 | 0.11% | 151 | 151 | — | $20.11万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $17.63万 | 0.10% | 20,152 | 7,652 | 61.2% | $6.70万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $14.89万 | 0.08% | 11,671 | 1,000 | 9.4% | $1.28万 | 加仓 |
| — | 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 |