Pitcairn Wealth Advisors LLC
CONSHOHOCKEN PA · SEC CIK 0002089089
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $41.50万 | 0.04% | 889 | 44 | 5.2% | $2.05万 | 加仓 |
| ADSK | AUTODESK INC | $41.50万 | 0.04% | 1,402 | 71 | 5.3% | $2.10万 | 加仓 |
| ICF | ISHARES TR | $41.15万 | 0.04% | 6,897 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.99万 | 0.04% | 2,902 | 146 | 5.3% | $2.01万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $39.76万 | 0.04% | 4,008 | -8,148 | -67.0% | -$80.82万 | 减仓 |
| EOG | EOG RES INC | $39.75万 | 0.04% | 3,785 | 184 | 5.1% | $1.93万 | 加仓 |
| DDOG | DATADOG INC | $39.59万 | 0.04% | 2,911 | 133 | 4.8% | $1.81万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $39.47万 | 0.04% | 3,530 | 173 | 5.2% | $1.93万 | 加仓 |
| SLV | ISHARES SILVER TR | $39.42万 | 0.04% | 6,120 | -1 | -0.0% | -$64 | 减仓 |
| IYW | ISHARES TR | $39.20万 | 0.04% | 1,963 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $39.16万 | 0.04% | 10,413 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.24万 | 0.04% | 1,291 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $37.78万 | 0.03% | 1,657 | 81 | 5.1% | $1.85万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $37.60万 | 0.03% | 7,477 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $37.29万 | 0.03% | 1,983 | 102 | 5.4% | $1.92万 | 加仓 |
| WMB | WILLIAMS COS INC | $37.09万 | 0.03% | 6,171 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $36.97万 | 0.03% | 950 | 46 | 5.1% | $1.79万 | 加仓 |
| EMXC | ISHARES INC | $36.95万 | 0.03% | 5,084 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $34.96万 | 0.03% | 4,719 | -1 | -0.0% | -$74 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $34.94万 | 0.03% | 1,270 | 65 | 5.4% | $1.79万 | 加仓 |
| ECL | ECOLAB INC | $34.29万 | 0.03% | 1,306 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $34.20万 | 0.03% | 1,948 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE PPTYS INC | $33.72万 | 0.03% | 7,546 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $33.65万 | 0.03% | 253 | 13 | 5.4% | $1.73万 | 加仓 |
| FOXA | FOX CORP | $33.13万 | 0.03% | 4,534 | 224 | 5.2% | $1.64万 | 加仓 |
| CSGP | COSTAR GROUP INC | $32.63万 | 0.03% | 4,853 | 243 | 5.3% | $1.63万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $32.06万 | 0.03% | 2,351 | 121 | 5.4% | $1.65万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $32.05万 | 0.03% | 6,961 | -1 | -0.0% | -$46 | 减仓 |
| ASML | ASML HOLDING N V | $31.35万 | 0.03% | 293 | 293 | — | $31.35万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.50万 | 0.03% | 347 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $30.28万 | 0.03% | 2,129 | 105 | 5.2% | $1.49万 | 加仓 |
| FISV | FISERV INC | $29.86万 | 0.03% | 4,446 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $29.68万 | 0.03% | 5,503 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $29.44万 | 0.03% | 4,986 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.31万 | 0.03% | 2,631 | 122 | 4.9% | $1.36万 | 加仓 |
| VLTO | VERALTO CORP | $29.04万 | 0.03% | 2,910 | 142 | 5.1% | $1.42万 | 加仓 |
| MPC | MARATHON PETE CORP | $27.99万 | 0.03% | 1,721 | 41 | 2.4% | $6,668 | 加仓 |
| TOL | TOLL BROTHERS INC | $27.42万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $27.09万 | 0.02% | 2,713 | 137 | 5.3% | $1.37万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $27.00万 | 0.02% | 1,413 | -1 | -0.1% | -$191 | 减仓 |
| CXT | CRANE NXT CO | $26.15万 | 0.02% | 5,556 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $25.90万 | 0.02% | 242 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $25.48万 | 0.02% | 2,004 | -1 | -0.0% | -$127 | 减仓 |
| IQV | IQVIA HLDGS INC | $25.36万 | 0.02% | 1,125 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.06万 | 0.02% | 3,585 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $24.96万 | 0.02% | 3,162 | 152 | 5.0% | $1.20万 | 加仓 |
| ALLE | ALLEGION PLC | $24.63万 | 0.02% | 1,547 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $24.25万 | 0.02% | 4,700 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $24.11万 | 0.02% | 1,960 | 96 | 5.2% | $1.18万 | 加仓 |
| SMMD | ISHARES TR | $23.99万 | 0.02% | 3,201 | -1 | -0.0% | -$75 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.85万 | 0.02% | 1,126 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $23.29万 | 0.02% | 401 | 10 | 2.6% | $5,807 | 加仓 |
| TXN | TEXAS INSTRS INC | $23.18万 | 0.02% | 1,336 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $23.12万 | 0.02% | 4,834 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.46万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $22.26万 | 0.02% | 2,312 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $21.97万 | 0.02% | 984 | 50 | 5.4% | $1.12万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $21.72万 | 0.02% | 359 | 17 | 5.0% | $1.03万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.13万 | 0.02% | 7,027 | -1 | -0.0% | -$30 | 减仓 |
| BAC | BANK AMERICA CORP | $21.08万 | 0.02% | 3,832 | 109 | 2.9% | $5,997 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.99万 | 0.02% | 5,153 | 93 | 1.8% | $3,788 | 加仓 |
| HDB | HDFC BANK LTD | $20.92万 | 0.02% | 5,725 | 5,725 | — | $20.92万 | 新建仓 |
| — | EA SERIES TRUST | $20.92万 | 0.02% | 7,293 | -1 | -0.0% | -$29 | 减仓 |
| INTC | INTEL CORP | $20.82万 | 0.02% | 5,643 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $20.61万 | 0.02% | 2,403 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $20.51万 | 0.02% | 3,150 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $20.37万 | 0.02% | 2,015 | 2,015 | — | $20.37万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $20.35万 | 0.02% | 3,127 | 3,127 | — | $20.35万 | 新建仓 |
| RBLX | ROBLOX CORP | $20.34万 | 0.02% | 2,510 | -5,746 | -69.6% | -$46.56万 | 减仓 |
| NPO | ENPRO INC | $20.02万 | 0.02% | 935 | 935 | — | $20.02万 | 新建仓 |
| HLN | HALEON PLC | $14.50万 | 0.01% | 14,339 | 14,339 | — | $14.50万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXPENSIFY INC | $0 | 0.00% | 0 | -33,000 | -100.0% | -$4.98万 | 清仓 |