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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $868.16万 | 4.77% | 11,593 | 1,817 | 18.6% | $136.07万 | 加仓 |
| WMT | WALMART INC | $687.45万 | 3.78% | 60,696 | -6,629 | -9.8% | -$75.08万 | 减仓 |
| SYK | STRYKER CORPORATION | $672.38万 | 3.69% | 21,356 | 10 | 0.0% | $3,148 | 加仓 |
| AAPL | APPLE INC | $600.64万 | 3.30% | 20,757 | 1,041 | 5.3% | $30.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $473.42万 | 2.60% | 12,692 | -716 | -5.3% | -$26.71万 | 减仓 |
| AVGO | BROADCOM INC | $469.66万 | 2.58% | 12,433 | 99 | 0.8% | $3.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $420.26万 | 2.31% | 21,004 | 3,168 | 17.8% | $63.39万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $396.25万 | 2.18% | 5,306 | -361 | -6.4% | -$26.96万 | 减仓 |
| AMZN | AMAZON COM INC | $381.11万 | 2.09% | 15,990 | -64 | -0.4% | -$1.53万 | 减仓 |
| GOOG | ALPHABET INC | $367.90万 | 2.02% | 10,412 | 3,407 | 48.6% | $120.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $347.86万 | 1.91% | 7,284 | 238 | 3.4% | $11.37万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $307.36万 | 1.69% | 58,724 | 12,034 | 25.8% | $62.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $300.86万 | 1.65% | 44,238 | 2,595 | 6.2% | $17.65万 | 加仓 |
| LLY | ELI LILLY & CO | $252.84万 | 1.39% | 2,108 | 17 | 0.8% | $2.04万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $232.09万 | 1.27% | 37,368 | 593 | 1.6% | $3.68万 | 加仓 |
| GOOGL | ALPHABET INC | $227.00万 | 1.25% | 6,352 | 330 | 5.5% | $11.79万 | 加仓 |
| AGG | ISHARES TR | $206.78万 | 1.14% | 20,891 | 1,900 | 10.0% | $18.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $200.67万 | 1.10% | 6,131 | 322 | 5.5% | $10.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $189.69万 | 1.04% | 7,469 | -2,121 | -22.1% | -$53.87万 | 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 |
| IEMG | ISHARES INC | $185.12万 | 1.02% | 22,347 | -370 | -1.6% | -$3.07万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $180.23万 | 0.99% | 68,308 | 148 | 0.2% | $3,905 | 加仓 |
| IEFA | ISHARES TR | $177.68万 | 0.98% | 18,397 | 3,417 | 22.8% | $33.00万 | 加仓 |
| HD | HOME DEPOT INC | $175.48万 | 0.96% | 4,976 | 788 | 18.8% | $27.79万 | 加仓 |
| ASML | ASML HOLDING N V | $174.87万 | 0.96% | 879 | 169 | 23.8% | $33.62万 | 加仓 |
| XOM | EXXON MOBIL CORP | $171.47万 | 0.94% | 12,542 | 12,542 | — | $171.47万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $169.04万 | 0.93% | 2,910 | 165 | 6.0% | $9.59万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $165.61万 | 0.91% | 31,414 | -6,510 | -17.2% | -$34.32万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $159.12万 | 0.87% | 10,069 | 62 | 0.6% | $9,798 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $155.56万 | 0.85% | 3,743 | 474 | 14.5% | $19.70万 | 加仓 |
| META | META PLATFORMS INC | $154.83万 | 0.85% | 2,749 | 987 | 56.0% | $55.59万 | 加仓 |
| ABBV | ABBVIE INC | $131.66万 | 0.72% | 5,232 | 161 | 3.2% | $4.05万 | 加仓 |
| IWM | ISHARES TR | $131.54万 | 0.72% | 4,378 | 145 | 3.4% | $4.36万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $128.94万 | 0.71% | 4,515 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $128.03万 | 0.70% | 6,720 | 0 | 0.0% | — | 不变 |
| PWRD | TCW TRANSFORM ETF TRUST | $120.99万 | 0.66% | 9,840 | -1,317 | -11.8% | -$16.19万 | 减仓 |
| ETN | EATON CORP PLC | $120.25万 | 0.66% | 2,822 | -72 | -2.5% | -$3.07万 | 减仓 |
| V | VISA INC | $120.12万 | 0.66% | 3,501 | 229 | 7.0% | $7.86万 | 加仓 |
| ABFL | TRIMTABS ETF TR | $118.78万 | 0.65% | 13,834 | 1,287 | 10.3% | $11.05万 | 加仓 |
| MUB | ISHARES TR | $116.79万 | 0.64% | 10,852 | -1,479 | -12.0% | -$15.92万 | 减仓 |
| EFV | ISHARES TR | $114.72万 | 0.63% | 14,986 | -1,575 | -9.5% | -$12.06万 | 减仓 |
| CSCO | CISCO SYS INC | $106.01万 | 0.58% | 9,025 | 527 | 6.2% | $6.19万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $105.51万 | 0.58% | 4,285 | 1,258 | 41.6% | $30.97万 | 加仓 |
| ADI | ANALOG DEVICES INC | $101.87万 | 0.56% | 2,565 | 103 | 4.2% | $4.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $101.15万 | 0.56% | 11,525 | -1,069 | -8.5% | -$9.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $97.54万 | 0.54% | 1,325 | 43 | 3.4% | $3.17万 | 加仓 |
| EQL | ALPS ETF TR | $91.37万 | 0.50% | 18,112 | 420 | 2.4% | $2.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $88.92万 | 0.49% | 2,985 | -660 | -18.1% | -$19.66万 | 减仓 |
| IWF | ISHARES TR | $87.96万 | 0.48% | 7,084 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $86.85万 | 0.48% | 7,341 | 4,263 | 138.5% | $50.44万 | 加仓 |
| WMB | WILLIAMS COS INC | $86.63万 | 0.48% | 11,653 | 72 | 0.6% | $5,352 | 加仓 |
| GEV | GE VERNOVA INC | $81.54万 | 0.45% | 694 | 135 | 24.2% | $15.86万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $81.41万 | 0.45% | 3,635 | 61 | 1.7% | $1.37万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $80.37万 | 0.44% | 15,387 | 3,463 | 29.0% | $18.09万 | 加仓 |
| TSLA | TESLA INC | $80.17万 | 0.44% | 1,906 | 533 | 38.8% | $22.42万 | 加仓 |
| PFF | ISHARES TR | $77.09万 | 0.42% | 25,283 | 4,000 | 18.8% | $12.20万 | 加仓 |
| IVW | ISHARES TR | $76.48万 | 0.42% | 5,561 | -85 | -1.5% | -$1.17万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $75.32万 | 0.41% | 3,059 | -300 | -8.9% | -$7.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $75.20万 | 0.41% | 10,554 | 3,342 | 46.3% | $23.81万 | 加仓 |
| LIN | LINDE PLC | $73.74万 | 0.41% | 1,421 | -33 | -2.3% | -$1.71万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $72.99万 | 0.40% | 780 | 25 | 3.3% | $2.34万 | 加仓 |
| IYW | ISHARES TR | $72.26万 | 0.40% | 2,865 | -443 | -13.4% | -$11.17万 | 减仓 |
| FALN | ISHARES TR | $70.46万 | 0.39% | 25,865 | 2,000 | 8.4% | $5.45万 | 加仓 |
| IWB | ISHARES TR | $69.66万 | 0.38% | 1,701 | 1,701 | — | $69.66万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $68.19万 | 0.37% | 4,650 | 178 | 4.0% | $2.61万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $67.21万 | 0.37% | 2,036 | -865 | -29.8% | -$28.56万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $65.39万 | 0.36% | 1,846 | 48 | 2.7% | $1.70万 | 加仓 |
| VCR | VANGUARD WORLD FD | $64.93万 | 0.36% | 1,637 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $62.14万 | 0.34% | 1,807 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $61.94万 | 0.34% | 3,737 | 204 | 5.8% | $3.38万 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.42万 | 0.33% | 4,972 | 4 | 0.1% | $478 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $58.76万 | 0.32% | 1,183 | 30 | 2.6% | $1.49万 | 加仓 |
| MCD | MCDONALDS CORP | $57.14万 | 0.31% | 2,114 | -389 | -15.5% | -$10.52万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.72万 | 0.31% | 1,309 | 1,309 | — | $56.72万 | 新建仓 |
| AGIX | KRANESHARES TRUST | $56.09万 | 0.31% | 11,962 | 11,962 | — | $56.09万 | 新建仓 |
| IVE | ISHARES TR | $55.77万 | 0.31% | 2,456 | -587 | -19.3% | -$13.33万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $55.24万 | 0.30% | 2,740 | 607 | 28.5% | $12.24万 | 加仓 |
| BLK | BLACKROCK INC | $54.92万 | 0.30% | 571 | 16 | 2.9% | $1.54万 | 加仓 |
| CMI | CUMMINS INC | $54.42万 | 0.30% | 763 | 763 | — | $54.42万 | 新建仓 |
| GRMN | GARMIN LTD | $54.30万 | 0.30% | 2,286 | 807 | 54.6% | $19.17万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $53.95万 | 0.30% | 11,900 | 2,500 | 26.6% | $11.34万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $53.74万 | 0.30% | 5,395 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $53.64万 | 0.29% | 1,972 | 70 | 3.7% | $1.90万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.52万 | 0.29% | 8,966 | -1,453 | -13.9% | -$8.67万 | 减仓 |
| IUSB | ISHARES TR | $53.41万 | 0.29% | 11,573 | 463 | 4.2% | $2.14万 | 加仓 |
| GE | GE AEROSPACE | $53.11万 | 0.29% | 1,421 | 1,421 | — | $53.11万 | 新建仓 |
| NOW | SERVICENOW INC | $52.62万 | 0.29% | 5,300 | 5,300 | — | $52.62万 | 新建仓 |
| SHOP | SHOPIFY INC | $51.32万 | 0.28% | 4,495 | 2,551 | 131.2% | $29.13万 | 加仓 |
| ITOT | ISHARES TR | $51.22万 | 0.28% | 3,118 | 167 | 5.7% | $2.74万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $50.72万 | 0.28% | 879 | 508 | 136.9% | $29.31万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.34万 | 0.28% | 8,703 | 488 | 5.9% | $2.82万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $49.78万 | 0.27% | 6,899 | 1,733 | 33.5% | $12.51万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $49.65万 | 0.27% | 4,252 | 1,029 | 31.9% | $12.02万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $49.42万 | 0.27% | 2,399 | 65 | 2.8% | $1.34万 | 加仓 |
| GWW | GRAINGER W W INC | $49.25万 | 0.27% | 362 | 4 | 1.1% | $5,442 | 加仓 |
| TRGP | TARGA RES CORP | $49.12万 | 0.27% | 1,832 | -655 | -26.3% | -$17.56万 | 减仓 |
| GLW | CORNING INC | $49.07万 | 0.27% | 1,921 | -692 | -26.5% | -$17.68万 | 减仓 |
| PFE | PFIZER INC | $49.02万 | 0.27% | 20,358 | 7,644 | 60.1% | $18.41万 | 加仓 |
| CRH | CRH PLC | $48.11万 | 0.26% | 4,496 | -55 | -1.2% | -$5,885 | 减仓 |
| LMUB | ISHARES TR | $47.96万 | 0.26% | 9,363 | 498 | 5.6% | $2.55万 | 加仓 |