Pitcairn Wealth Advisors LLC
CONSHOHOCKEN PA · SEC CIK 0002089089
$9.13亿2026Q2 申报市值
281持仓数
54.0%前十大占比 · 第一大 23.5%
45 / 36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
VTI 加仓+$1,526.17万
SCHF 加仓+$631.50万
ITOT 加仓+$426.07万
GLDM 加仓+$395.76万
VB 加仓+$282.11万
2026Q2 卖出最多 按季末市值估算
STEP 清仓-$2.59亿
QAI 减仓-$685.89万
DIREXION SHARES 减仓-$497.94万
TBIL 减仓-$198.81万
IWV 减仓-$175.68万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $956.61万 | 1.05% | 33,057 | 191 | 0.6% | $5.53万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,076.72万 | 1.18% | 135,573 | 49,831 | 58.1% | $395.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,101.22万 | 1.21% | 16,033 | -778 | -4.6% | -$53.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,119.19万 | 1.23% | 157,079 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1,231.32万 | 1.35% | 83,968 | 1,201 | 1.5% | $17.61万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,251.48万 | 1.37% | 451,796 | 227,978 | 101.9% | $631.50万 | 加仓 |
| IVV | ISHARES TR | $1,333.10万 | 1.46% | 17,801 | 3,288 | 22.7% | $246.24万 | 加仓 |
| ACWX | ISHARES TR | $1,369.50万 | 1.50% | 179,937 | 5,501 | 3.2% | $41.87万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,452.84万 | 1.59% | 42,892 | -841 | -1.9% | -$28.49万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1,468.04万 | 1.61% | 450,318 | -152,742 | -25.3% | -$497.94万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,583.17万 | 2.83% | 69,804 | 41,241 | 144.4% | $1,526.17万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,220.05万 | 3.53% | 43 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $3,662.17万 | 4.01% | 89,429 | -2,847 | -3.1% | -$116.59万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $4,020.67万 | 4.40% | 988,601 | -18,008 | -1.8% | -$73.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,931.94万 | 5.40% | 66,043 | -128 | -0.2% | -$9.56万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $5,093.59万 | 5.58% | 1,319,924 | -17,033 | -1.3% | -$65.73万 | 减仓 |
| IWV | ISHARES TR | $2.15亿 | 23.51% | 503,370 | -4,120 | -0.8% | -$175.68万 | 减仓 |