13F 机构持仓

Pitcairn Wealth Advisors LLC

CONSHOHOCKEN PA · SEC CIK 0002089089

2026Q22026Q1 更早 9 个季度 🔒
$10.87亿2026Q1 申报市值
271持仓数
64.7%前十大占比 · 第一大 23.9%
6 / 1新建仓 / 清仓
申报市值走势$9.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

STEP 23.9%
IWV 18.1%
OUNZ 5.1%
SPY 4.2%
CWI 3.3%
IWB 3.2%
BRK/A 3.0%
DIREXION SHS E 1.6%
VONE 1.2%
QAI 1.1%

2026Q1 买入最多 按季末市值估算

IWB 加仓+$149.72万
TSM 加仓+$36.01万
ASML 新建仓+$31.35万
HDB 新建仓+$20.92万
FMX 新建仓+$20.37万

2026Q1 卖出最多 按季末市值估算

VTI 减仓-$1,400.59万
SCHF 减仓-$363.31万
VB 减仓-$242.85万
VO 减仓-$213.42万
MSFT 减仓-$189.79万

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
STX SEAGATE TECHNOLOGY HLDNGS PL $52.63万0.05%1,911 945.2% $2.59万 加仓
QCOM QUALCOMM INC $53.27万0.05%3,114 00.0% — 不变
NUE NUCOR CORP $53.74万0.05%3,295 00.0% — 不变
XLY SELECT SECTOR SPDR TR $53.97万0.05%4,520 00.0% — 不变
HD HOME DEPOT INC $54.31万0.05%1,578 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NE $54.38万0.05%23,248 00.0% — 不变
XLI SELECT SECTOR SPDR TR $55.16万0.05%3,556 00.0% — 不变
T AT&T INC $55.89万0.05%22,498 7623.5% $1.89万 加仓
INDY ISHARES TR $57.62万0.05%11,690 00.0% — 不变
QQQ INVESCO QQQ TR $57.68万0.05%939 00.0% — 不变
LPLA LPL FINL HLDGS INC $57.79万0.05%1,618 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $58.21万0.05%5,275 00.0% — 不变
PHM PULTE GROUP INC $58.24万0.05%4,967 1453.0% $1.70万 加仓
SCZ ISHARES TR $58.60万0.05%7,558 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $58.72万0.05%3,906 00.0% — 不变
ORCL ORACLE CORP $58.90万0.05%3,022 00.0% — 不变
BA BOEING CO $58.93万0.05%2,714 00.0% — 不变
SLQD ISHARES TR $59.22万0.05%11,680 00.0% — 不变
AMRZ AMRIZE LTD $59.33万0.05%10,970 00.0% — 不变
TPR TAPESTRY INC $59.40万0.05%4,649 2295.2% $2.93万 加仓
KDP KEURIG DR PEPPER INC $59.50万0.05%21,243 00.0% — 不变
UNP UNION PAC CORP $59.75万0.05%2,583 00.0% — 不变
AZO AUTOZONE INC $60.71万0.06%179 00.0% — 不变
EXPE EXPEDIA GROUP INC $61.28万0.06%2,163 1055.1% $2.97万 加仓
XBIL RBB FD INC $62.37万0.06%12,456 00.0% — 不变
DHR DANAHER CORPORATION $63.64万0.06%2,780 1114.2% $2.54万 加仓
VRT VERTIV HOLDINGS CO $63.67万0.06%3,930 00.0% — 不变
TMUS T-MOBILE US INC $63.69万0.06%3,137 250.8% $5,076 加仓
KRE SPDR SERIES TRUST $64.81万0.06%10,000 00.0% — 不变
PYPL PAYPAL HLDGS INC $65.01万0.06%11,136 1121.0% $6,539 加仓
JEF JEFFERIES FINL GROUP INC $65.06万0.06%10,499 00.0% — 不变
SONY SONY GROUP CORP $65.22万0.06%25,476 6,97637.7% $17.86万 加仓
KR KROGER CO $65.75万0.06%10,524 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $65.99万0.06%9,672 00.0% — 不变
XLV SELECT SECTOR SPDR TR $66.15万0.06%4,273 00.0% — 不变
INTU INTUIT $67.04万0.06%1,012 505.2% $3.31万 加仓
SYK STRYKER CORPORATION $67.13万0.06%1,910 00.0% — 不变
MUB ISHARES TR $67.41万0.06%6,293 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $67.56万0.06%2,352 1205.4% $3.45万 加仓
DHI D R HORTON INC $68.54万0.06%4,759 250.5% $3,601 加仓
VIG VANGUARD SPECIALIZED FUNDS $69.03万0.06%3,141 00.0% — 不变
CR CRANE COMPANY $69.73万0.06%3,781 00.0% — 不变
ALL ALLSTATE CORP $69.83万0.06%3,355 00.0% — 不变
ADBE ADOBE INC $70.24万0.06%2,007 00.0% — 不变
WDC WESTERN DIGITAL CORP $71.72万0.07%4,163 2035.1% $3.50万 加仓
BJ BJS WHSL CLUB HLDGS INC $72.56万0.07%8,060 00.0% — 不变
AMGN AMGEN INC $73.84万0.07%2,256 00.0% — 不变
IWD ISHARES TR $74.44万0.07%3,539 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $74.75万0.07%10,162 00.0% — 不变
NSC NORFOLK SOUTHN CORP $75.13万0.07%2,602 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $76.26万0.07%1,316 00.0% — 不变
COF CAPITAL ONE FINL CORP $77.24万0.07%3,187 00.0% — 不变
SLB SLB LIMITED $77.87万0.07%20,289 1570.8% $6,026 加仓
CSX CSX CORP $78.30万0.07%21,600 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $78.41万0.07%4,841 00.0% — 不变
ETN EATON CORP PLC $78.86万0.07%2,476 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $79.80万0.07%12,408 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $79.88万0.07%9,400 2773.0% $2.35万 加仓
AXP AMERICAN EXPRESS CO $80.98万0.07%2,189 00.0% — 不变
— WARNER BROS DISCOVERY INC $81.61万0.08%28,317 00.0% — 不变
SNPS SYNOPSYS INC $83.52万0.08%1,777 -1-0.1% -$470 减仓
ADI ANALOG DEVICES INC $84.21万0.08%3,105 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $84.53万0.08%5,890 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $85.06万0.08%1,102 00.0% — 不变
FSTR FOSTER L B CO $85.62万0.08%31,770 00.0% — 不变
PM PHILIP MORRIS INTL INC $86.57万0.08%5,397 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $86.63万0.08%34,666 1130.3% $2,824 加仓
SPSM SPDR SERIES TRUST $86.69万0.08%18,500 -1-0.0% -$47 减仓
ISRG INTUITIVE SURGICAL INC $86.99万0.08%1,536 563.8% $3.17万 加仓
COST COSTCO WHSL CORP NEW $87.96万0.08%1,020 292.9% $2.50万 加仓
NEE NEXTERA ENERGY INC $88.52万0.08%11,027 00.0% — 不变
BF/B BROWN FORMAN CORP $89.19万0.08%34,226 00.0% — 不变
SHEL SHELL PLC $89.65万0.08%12,201 2,64127.6% $19.41万 加仓
IGF ISHARES TR $92.20万0.08%15,026 00.0% — 不变
IJR ISHARES TR $93.72万0.09%7,797 -1-0.0% -$120 减仓
CIBR FIRST TR EXCHANGE TRADED FD $94.46万0.09%13,220 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $98.65万0.09%3,156 581.9% $1.81万 加仓
PH PARKER-HANNIFIN CORP $99.15万0.09%1,128 00.0% — 不变
DKNG DRAFTKINGS INC NEW $101.79万0.09%29,538 4231.5% $1.46万 加仓
ORLY OREILLY AUTOMOTIVE INC $102.41万0.09%11,228 1311.2% $1.19万 加仓
ABT ABBOTT LABS $105.92万0.10%8,453 180.2% $2,255 加仓
IVW ISHARES TR $107.15万0.10%8,692 -2,625-23.2% -$32.36万 减仓
URI UNITED RENTALS INC $107.64万0.10%1,330 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $107.77万0.10%1,189 00.0% — 不变
CAT CATERPILLAR INC $108.27万0.10%1,890 00.0% — 不变
XLF SELECT SECTOR SPDR TR $108.66万0.10%19,839 00.0% — 不变
SPGI S&P GLOBAL INC $110.27万0.10%2,110 271.3% $1.41万 加仓
ABBV ABBVIE INC $112.47万0.10%4,922 -200-3.9% -$4.57万 减仓
IVOO VANGUARD ADMIRAL FDS INC $112.47万0.10%10,060 00.0% — 不变
MS MORGAN STANLEY $112.94万0.10%6,362 00.0% — 不变
UBER UBER TECHNOLOGIES INC $114.50万0.11%14,013 2992.2% $2.44万 加仓
REET ISHARES TR $115.45万0.11%46,274 00.0% — 不变
NFLX NETFLIX INC $117.36万0.11%12,517 4103.4% $3.84万 加仓
LRCX LAM RESEARCH CORP $120.01万0.11%7,011 1001.4% $1.71万 加仓
AXSM AXSOME THERAPEUTICS INC $121.75万0.11%6,666 270.4% $4,931 加仓
EFA ISHARES TR $121.97万0.11%12,701 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $129.70万0.12%24,126 00.0% — 不变
— EXXON MOBIL CORP $131.81万0.12%10,952 290.3% $3,490 加仓
SCHD SCHWAB STRATEGIC TR $136.28万0.13%49,683 00.0% — 不变
ACN ACCENTURE PLC IRELAND $136.48万0.13%5,087 00.0% — 不变