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
— DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
— EXPENSIFY INC $00.00%0 -33,000-100.0% -$4.98万 清仓
HLN HALEON PLC $14.50万0.01%14,339 14,339— $14.50万 新建仓
NPO ENPRO INC $20.02万0.02%935 935— $20.02万 新建仓
RBLX ROBLOX CORP $20.34万0.02%2,510 -5,746-69.6% -$46.56万 减仓
LVS LAS VEGAS SANDS CORP $20.35万0.02%3,127 3,127— $20.35万 新建仓
FMX FOMENTO ECONOMICO MEXICANO S $20.37万0.02%2,015 2,015— $20.37万 新建仓
IYH ISHARES TR $20.51万0.02%3,150 00.0% — 不变
GDX VANECK ETF TRUST $20.61万0.02%2,403 00.0% — 不变
INTC INTEL CORP $20.82万0.02%5,643 00.0% — 不变
— EA SERIES TRUST $20.92万0.02%7,293 -1-0.0% -$29 减仓
HDB HDFC BANK LTD $20.92万0.02%5,725 5,725— $20.92万 新建仓
VZ VERIZON COMMUNICATIONS INC $20.99万0.02%5,153 931.8% $3,788 加仓
BAC BANK AMERICA CORP $21.08万0.02%3,832 1092.9% $5,997 加仓
SCHM SCHWAB STRATEGIC TR $21.13万0.02%7,027 -1-0.0% -$30 减仓
ULTA ULTA BEAUTY INC $21.72万0.02%359 175.0% $1.03万 加仓
VEEV VEEVA SYS INC $21.97万0.02%984 505.4% $1.12万 加仓
IWR ISHARES TR $22.26万0.02%2,312 00.0% — 不变
GE GE AEROSPACE $22.46万0.02%729 00.0% — 不变
ENB ENBRIDGE INC $23.12万0.02%4,834 00.0% — 不变
TXN TEXAS INSTRS INC $23.18万0.02%1,336 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $23.29万0.02%401 102.6% $5,807 加仓
VBR VANGUARD INDEX FDS $23.85万0.02%1,126 00.0% — 不变
SMMD ISHARES TR $23.99万0.02%3,201 -1-0.0% -$75 减仓
DLTR DOLLAR TREE INC $24.11万0.02%1,960 965.2% $1.18万 加仓
DON WISDOMTREE TR $24.25万0.02%4,700 00.0% — 不变
ALLE ALLEGION PLC $24.63万0.02%1,547 00.0% — 不变
MET METLIFE INC $24.96万0.02%3,162 1525.0% $1.20万 加仓
KO COCA COLA CO $25.06万0.02%3,585 00.0% — 不变
IQV IQVIA HLDGS INC $25.36万0.02%1,125 00.0% — 不变
PWB INVESCO EXCHANGE TRADED FD T $25.48万0.02%2,004 -1-0.0% -$127 减仓
BLK BLACKROCK INC $25.90万0.02%242 00.0% — 不变
CXT CRANE NXT CO $26.15万0.02%5,556 00.0% — 不变
VTV VANGUARD INDEX FDS $27.00万0.02%1,413 -1-0.1% -$191 减仓
NEM NEWMONT CORP $27.09万0.02%2,713 1375.3% $1.37万 加仓
TOL TOLL BROTHERS INC $27.42万0.03%2,028 00.0% — 不变
MPC MARATHON PETE CORP $27.99万0.03%1,721 412.4% $6,668 加仓
VLTO VERALTO CORP $29.04万0.03%2,910 1425.1% $1.42万 加仓
WMT WALMART INC $29.31万0.03%2,631 1224.9% $1.36万 加仓
TEM TEMPUS AI INC $29.44万0.03%4,986 00.0% — 不变
RUSHA RUSH ENTERPRISES INC $29.68万0.03%5,503 00.0% — 不变
FISV FISERV INC $29.86万0.03%4,446 00.0% — 不变
TWLO TWILIO INC $30.28万0.03%2,129 1055.2% $1.49万 加仓
GS GOLDMAN SACHS GROUP INC $30.50万0.03%347 00.0% — 不变
ASML ASML HOLDING N V $31.35万0.03%293 293— $31.35万 新建仓
FBND FIDELITY MERRIMACK STR TR $32.05万0.03%6,961 -1-0.0% -$46 减仓
GNRC GENERAC HLDGS INC $32.06万0.03%2,351 1215.4% $1.65万 加仓
CSGP COSTAR GROUP INC $32.63万0.03%4,853 2435.3% $1.63万 加仓
FOXA FOX CORP $33.13万0.03%4,534 2245.2% $1.64万 加仓
TDG TRANSDIGM GROUP INC $33.65万0.03%253 135.4% $1.73万 加仓
GLPI GAMING & LEISURE PPTYS INC $33.72万0.03%7,546 00.0% — 不变
AMT AMERICAN TOWER CORP NEW $34.20万0.03%1,948 00.0% — 不变
ECL ECOLAB INC $34.29万0.03%1,306 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $34.94万0.03%1,270 655.4% $1.79万 加仓
BND VANGUARD BD INDEX FDS $34.96万0.03%4,719 -1-0.0% -$74 减仓
EMXC ISHARES INC $36.95万0.03%5,084 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $36.97万0.03%950 465.1% $1.79万 加仓
WMB WILLIAMS COS INC $37.09万0.03%6,171 00.0% — 不变
CTAS CINTAS CORP $37.29万0.03%1,983 1025.4% $1.92万 加仓
VTEB VANGUARD MUN BD FDS $37.60万0.03%7,477 00.0% — 不变
JBL JABIL INC $37.78万0.03%1,657 815.1% $1.85万 加仓
IBM INTERNATIONAL BUSINESS MACHS $38.24万0.04%1,291 00.0% — 不变
DJP BARCLAYS BANK PLC $39.16万0.04%10,413 00.0% — 不变
IYW ISHARES TR $39.20万0.04%1,963 00.0% — 不变
SLV ISHARES SILVER TR $39.42万0.04%6,120 -1-0.0% -$64 减仓
UAL UNITED AIRLS HLDGS INC $39.47万0.04%3,530 1735.2% $1.93万 加仓
DDOG DATADOG INC $39.59万0.04%2,911 1334.8% $1.81万 加仓
EOG EOG RES INC $39.75万0.04%3,785 1845.1% $1.93万 加仓
UPS UNITED PARCEL SERVICE INC $39.76万0.04%4,008 -8,148-67.0% -$80.82万 减仓
HIG HARTFORD INSURANCE GROUP INC $39.99万0.04%2,902 1465.3% $2.01万 加仓
ICF ISHARES TR $41.15万0.04%6,897 00.0% — 不变
ADSK AUTODESK INC $41.50万0.04%1,402 715.3% $2.10万 加仓
HCA HCA HEALTHCARE INC $41.50万0.04%889 445.2% $2.05万 加仓
PEP PEPSICO INC $41.79万0.04%2,911 -1-0.0% -$144 减仓
LEN LENNAR CORP $41.82万0.04%4,068 00.0% — 不变
GWX SPDR INDEX SHS FDS $41.83万0.04%10,236 -1-0.0% -$41 减仓
HPQ HP INC $42.05万0.04%18,872 9215.1% $2.05万 加仓
MU MICRON TECHNOLOGY INC $42.47万0.04%1,488 231.6% $6,564 加仓
MO ALTRIA GROUP INC $42.55万0.04%7,380 3625.2% $2.09万 加仓
FICO FAIR ISAAC CORP $42.77万0.04%253 135.4% $2.20万 加仓
GILD GILEAD SCIENCES INC $43.08万0.04%3,510 1534.6% $1.88万 加仓
LDOS LEIDOS HOLDINGS INC $44.14万0.04%2,447 1215.2% $2.18万 加仓
IOT SAMSARA INC $44.23万0.04%12,478 5184.3% $1.84万 加仓
BX BLACKSTONE INC $44.42万0.04%2,881 -1-0.0% -$154 减仓
VB VANGUARD INDEX FDS $46.86万0.04%1,816 -9,411-83.8% -$242.85万 减仓
WAB WABTEC $46.89万0.04%2,197 200.9% $4,269 加仓
BIIB BIOGEN INC $47.46万0.04%2,697 1325.1% $2.32万 加仓
IWM ISHARES TR $47.48万0.04%1,929 -48-2.4% -$1.18万 减仓
PGR PROGRESSIVE CORP $48.53万0.04%2,131 994.9% $2.25万 加仓
PFE PFIZER INC $48.77万0.04%19,586 9355.0% $2.33万 加仓
IJT ISHARES TR $49.41万0.05%3,500 00.0% — 不变
MGK VANGUARD WORLD FD $49.57万0.05%1,201 00.0% — 不变
CNP CENTERPOINT ENERGY INC $49.79万0.05%12,986 00.0% — 不变
SYF SYNCHRONY FINANCIAL $50.48万0.05%6,051 3005.2% $2.50万 加仓
BMY BRISTOL-MYERS SQUIBB CO $50.62万0.05%9,385 2793.1% $1.50万 加仓
TFC TRUIST FINL CORP $50.98万0.05%10,359 500.5% $2,461 加仓
EBAY EBAY INC. $51.39万0.05%5,900 2875.1% $2.50万 加仓
XYL XYLEM INC $51.83万0.05%3,806 00.0% — 不变
— TOPBUILD CORP $52.32万0.05%1,254 00.0% — 不变
IAU ISHARES GOLD TR $52.48万0.05%6,465 00.0% — 不变