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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $836.71万 | 5.48% | 67,325 | 13,022 | 24.0% | $161.84万 | 加仓 |
| SYK | STRYKER CORPORATION | $701.42万 | 4.59% | 21,346 | 7 | 0.0% | $2,300 | 加仓 |
| IVV | ISHARES TR | $638.58万 | 4.18% | 9,776 | 3,624 | 58.9% | $236.72万 | 加仓 |
| AAPL | APPLE INC | $500.38万 | 3.28% | 19,716 | 3,498 | 21.6% | $88.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $496.31万 | 3.25% | 13,408 | 3,094 | 30.0% | $114.53万 | 加仓 |
| AVGO | BROADCOM INC | $381.75万 | 2.50% | 12,334 | 1,317 | 12.0% | $40.76万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $368.52万 | 2.41% | 5,667 | 1,233 | 27.8% | $80.18万 | 加仓 |
| AMZN | AMAZON COM INC | $334.36万 | 2.19% | 16,054 | 3,235 | 25.2% | $67.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $311.07万 | 2.04% | 17,836 | 4,359 | 32.3% | $76.02万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $242.46万 | 1.59% | 46,690 | 35,429 | 314.6% | $183.98万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $242.28万 | 1.59% | 41,643 | 7,780 | 23.0% | $45.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $238.12万 | 1.56% | 7,046 | 782 | 12.5% | $26.43万 | 加仓 |
| — | EXXON MOBIL CORP | $238.03万 | 1.56% | 14,030 | 373 | 2.7% | $6.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $234.42万 | 1.54% | 9,590 | 165 | 1.8% | $4.03万 | 加仓 |
| GOOG | ALPHABET INC | $200.95万 | 1.32% | 7,005 | 790 | 12.7% | $22.66万 | 加仓 |
| LLY | ELI LILLY & CO | $192.32万 | 1.26% | 2,091 | -107 | -4.9% | -$9.84万 | 减仓 |
| AGG | ISHARES TR | $188.52万 | 1.23% | 18,991 | 6,285 | 49.5% | $62.39万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $184.32万 | 1.21% | 36,775 | 5,143 | 16.3% | $25.78万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $179.12万 | 1.17% | 68,160 | -29,952 | -30.5% | -$78.71万 | 减仓 |
| GOOGL | ALPHABET INC | $173.17万 | 1.13% | 6,022 | 1,443 | 31.5% | $41.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $170.89万 | 1.12% | 5,809 | 160 | 2.8% | $4.71万 | 加仓 |
| IEMG | ISHARES INC | $158.45万 | 1.04% | 22,717 | -2,504 | -9.9% | -$17.47万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $148.20万 | 0.97% | 10,007 | 59 | 0.6% | $8,738 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $145.13万 | 0.95% | 20,227 | 7,495 | 58.9% | $53.78万 | 加仓 |
| HD | HOME DEPOT INC | $137.76万 | 0.90% | 4,188 | 197 | 4.9% | $6.48万 | 加仓 |
| IEFA | ISHARES TR | $135.61万 | 0.89% | 14,980 | 5,935 | 65.6% | $53.73万 | 加仓 |
| MUB | ISHARES TR | $130.89万 | 0.86% | 12,331 | 1,208 | 10.9% | $12.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $124.96万 | 0.82% | 37,924 | 17,011 | 81.3% | $56.05万 | 加仓 |
| EFV | ISHARES TR | $123.13万 | 0.81% | 16,561 | 4,791 | 40.7% | $35.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $116.97万 | 0.77% | 12,594 | 107 | 0.9% | $9,938 | 加仓 |
| ABBV | ABBVIE INC | $110.29万 | 0.72% | 5,071 | -993 | -16.4% | -$21.60万 | 减仓 |
| PWRD | TCW TRANSFORM ETF TRUST | $109.08万 | 0.71% | 11,157 | 2,621 | 30.7% | $25.62万 | 加仓 |
| IWM | ISHARES TR | $104.98万 | 0.69% | 4,233 | -318 | -7.0% | -$7.89万 | 减仓 |
| ETN | EATON CORP PLC | $103.51万 | 0.68% | 2,894 | -10 | -0.3% | -$3,577 | 减仓 |
| META | META PLATFORMS INC | $100.79万 | 0.66% | 1,762 | 582 | 49.3% | $33.29万 | 加仓 |
| V | VISA INC | $98.89万 | 0.65% | 3,272 | 431 | 15.2% | $13.03万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $93.93万 | 0.62% | 4,515 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $93.78万 | 0.61% | 710 | 162 | 29.6% | $21.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $89.31万 | 0.59% | 6,720 | 0 | 0.0% | — | 不变 |
| ABFL | TRIMTABS ETF TR | $89.26万 | 0.58% | 12,547 | -5,791 | -31.6% | -$41.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $88.45万 | 0.58% | 3,269 | 1,416 | 76.4% | $38.31万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $84.62万 | 0.55% | 2,901 | 17 | 0.6% | $4,959 | 加仓 |
| WMB | WILLIAMS COS INC | $84.29万 | 0.55% | 11,581 | 29 | 0.3% | $2,111 | 加仓 |
| EQL | ALPS ETF TR | $84.14万 | 0.55% | 17,692 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $83.89万 | 0.55% | 16,074 | 3,903 | 32.1% | $20.37万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $78.33万 | 0.51% | 2,462 | 1,125 | 84.1% | $35.79万 | 加仓 |
| MCD | MCDONALDS CORP | $77.79万 | 0.51% | 2,503 | -733 | -22.7% | -$22.78万 | 减仓 |
| IWF | ISHARES TR | $75.52万 | 0.49% | 1,771 | -219 | -11.0% | -$9.34万 | 减仓 |
| NFLX | NETFLIX INC | $75.33万 | 0.49% | 7,835 | 5,408 | 222.8% | $52.00万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $75.25万 | 0.49% | 755 | 368 | 95.1% | $36.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $73.97万 | 0.48% | 1,282 | 802 | 167.1% | $46.27万 | 加仓 |
| CVX | CHEVRON CORP NEW | $73.10万 | 0.48% | 3,533 | 94 | 2.7% | $1.94万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $72.62万 | 0.48% | 3,574 | 17 | 0.5% | $3,454 | 加仓 |
| LIN | LINDE PLC | $72.08万 | 0.47% | 1,454 | 217 | 17.5% | $10.76万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $69.13万 | 0.45% | 3,359 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $65.94万 | 0.43% | 8,498 | 1,060 | 14.3% | $8.22万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $64.59万 | 0.42% | 4,472 | -2,210 | -33.1% | -$31.92万 | 减仓 |
| PFF | ISHARES TR | $64.53万 | 0.42% | 21,283 | 21,283 | — | $64.53万 | 新建仓 |
| IVE | ISHARES TR | $64.25万 | 0.42% | 3,043 | -509 | -14.3% | -$10.75万 | 减仓 |
| IVW | ISHARES TR | $63.86万 | 0.42% | 5,646 | 122 | 2.2% | $1.38万 | 加仓 |
| FALN | ISHARES TR | $63.77万 | 0.42% | 23,865 | 14,431 | 153.0% | $38.56万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $62.99万 | 0.41% | 3,027 | 722 | 31.3% | $15.02万 | 加仓 |
| TRGP | TARGA RES CORP | $62.36万 | 0.41% | 2,487 | 793 | 46.8% | $19.88万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $61.71万 | 0.40% | 1,798 | 369 | 25.8% | $12.66万 | 加仓 |
| IYW | ISHARES TR | $60.01万 | 0.39% | 3,308 | -677 | -17.0% | -$12.28万 | 减仓 |
| VCR | VANGUARD WORLD FD | $58.77万 | 0.39% | 1,637 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.31万 | 0.37% | 10,419 | -1,014 | -8.9% | -$5.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $55.84万 | 0.37% | 2,745 | 686 | 33.3% | $13.96万 | 加仓 |
| PEP | PEPSICO INC | $54.69万 | 0.36% | 3,522 | 291 | 9.0% | $4.52万 | 加仓 |
| VV | VANGUARD INDEX FDS | $54.00万 | 0.35% | 1,807 | -106 | -5.5% | -$3.17万 | 减仓 |
| BLK | BLACKROCK INC | $53.38万 | 0.35% | 555 | 107 | 23.9% | $10.29万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $52.25万 | 0.34% | 11,924 | 11,924 | — | $52.25万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $51.49万 | 0.34% | 1,153 | 336 | 41.1% | $15.00万 | 加仓 |
| IUSB | ISHARES TR | $51.32万 | 0.34% | 11,110 | 4,336 | 64.0% | $20.03万 | 加仓 |
| TSLA | TESLA INC | $51.04万 | 0.33% | 1,373 | 382 | 38.5% | $14.20万 | 加仓 |
| TLH | ISHARES TR | $48.97万 | 0.32% | 4,862 | 978 | 25.2% | $9.85万 | 加仓 |
| GEV | GE VERNOVA INC | $48.80万 | 0.32% | 559 | 44 | 8.5% | $3.84万 | 加仓 |
| CRH | CRH PLC | $47.84万 | 0.31% | 4,551 | 395 | 9.5% | $4.15万 | 加仓 |
| ORCL | ORACLE CORP | $47.71万 | 0.31% | 3,243 | -1,308 | -28.7% | -$19.24万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $47.35万 | 0.31% | 8,215 | -3,921 | -32.3% | -$22.60万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $46.68万 | 0.31% | 5,395 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.21万 | 0.30% | 7,212 | 2,768 | 62.3% | $17.74万 | 加仓 |
| UNP | UNION PAC CORP | $46.15万 | 0.30% | 1,902 | -282 | -12.9% | -$6.84万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $45.76万 | 0.30% | 2,334 | 2,334 | — | $45.76万 | 新建仓 |
| CTAS | CINTAS CORP | $45.67万 | 0.30% | 2,700 | 26 | 1.0% | $4,398 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $45.09万 | 0.30% | 2,274 | -472 | -17.2% | -$9.36万 | 减仓 |
| QUAL | ISHARES TR | $44.67万 | 0.29% | 2,329 | -91 | -3.8% | -$1.75万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $44.58万 | 0.29% | 2,133 | 240 | 12.7% | $5.02万 | 加仓 |
| IXUS | ISHARES TR | $44.56万 | 0.29% | 5,143 | -7 | -0.1% | -$606 | 减仓 |
| LMUB | ISHARES TR | $44.26万 | 0.29% | 8,865 | 8,865 | — | $44.26万 | 新建仓 |
| SRE | SEMPRA | $43.67万 | 0.29% | 4,494 | -2 | -0.0% | -$194 | 减仓 |
| PPL | PPL CORP | $43.62万 | 0.29% | 11,420 | 53 | 0.5% | $2,025 | 加仓 |
| VGT | VANGUARD WORLD FD | $43.36万 | 0.28% | 621 | -5 | -0.8% | -$3,491 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $43.14万 | 0.28% | 9,400 | 3,000 | 46.9% | $13.77万 | 加仓 |
| ITOT | ISHARES TR | $42.03万 | 0.28% | 2,951 | 2,951 | — | $42.03万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $41.95万 | 0.27% | 14,400 | 0 | 0.0% | — | 不变 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $41.88万 | 0.27% | 2,171 | 470 | 27.6% | $9.07万 | 加仓 |
| NVS | NOVARTIS AG | $41.47万 | 0.27% | 2,715 | 2,715 | — | $41.47万 | 新建仓 |
| VICI | VICI PPTYS INC | $41.36万 | 0.27% | 15,140 | 65 | 0.4% | $1,776 | 加仓 |
| IWD | ISHARES TR | $40.90万 | 0.27% | 1,914 | -323 | -14.4% | -$6.90万 | 减仓 |