13F 机构持仓

Pitcairn Wealth Advisors LLC

CONSHOHOCKEN PA · SEC CIK 0002089089

2026Q22026Q1 更早 9 个季度 🔒
$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
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

IWV 23.5%
OUNZ 5.6%
SPY 5.4%
CWI 4.4%
IWB 4.0%
BRK/A 3.5%
VTI 2.8%
DIREXION SHARE 1.6%
VONE 1.6%
ACWX 1.5%

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
IOT SAMSARA INC $42.35万0.05%13,058 5804.6% $1.88万 加仓
SYF SYNCHRONY FINANCIAL $41.59万0.05%5,469 -582-9.6% -$4.43万 减仓
UPS UNITED PARCEL SVCS INC $41.48万0.05%3,859 -149-3.7% -$1.60万 减仓
RUSHA RUSH ENTERPRISES INC $40.16万0.04%5,503 00.0% — 不变
CTAS CINTAS CORP $40.09万0.04%2,357 37418.9% $6.36万 加仓
AJG GALLAGHER ARTHUR J & CO $39.74万0.04%1,731 1,731— $39.74万 新建仓
PEP PEPSICO INC $39.45万0.04%2,913 20.1% $271 加仓
GNRC GENERAC HLDGS INC $39.00万0.04%1,332 -1,019-43.3% -$29.84万 减仓
HON HONEYWELL INTL INC $38.02万0.04%1,698 1,698— $38.02万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $38.01万0.04%1,308 1,308— $38.01万 新建仓
BAC BANK OF AMER CORP $37.78万0.04%6,629 2,79773.0% $15.94万 加仓
NOW SERVICENOW INC $37.69万0.04%3,796 -5,540-59.3% -$55.00万 减仓
HONA HONEYWELL AEROSPACE INC $37.54万0.04%1,698 1,698— $37.54万 新建仓
JCI JOHNSON CONTROLS INTERNATION $37.42万0.04%2,561 2,561— $37.42万 新建仓
HIG HARTFORD INSURANCE GROUP INC $37.33万0.04%2,817 -85-2.9% -$1.13万 减仓
TXN TEXAS INSTRS INC $37.32万0.04%1,252 -84-6.3% -$2.50万 减仓
HPQ HP INC $37.30万0.04%17,000 -1,872-9.9% -$4.11万 减仓
DLTR DOLLAR TREE INC $36.83万0.04%3,045 1,08555.4% $13.12万 加仓
IBM INTERNATIONAL BUSINESS MACHS $36.30万0.04%1,291 00.0% — 不变
SPGI S&P GLOBAL INC $36.29万0.04%891 -1,219-57.8% -$49.64万 减仓
PFE PFIZER INC $35.93万0.04%14,921 -4,665-23.8% -$11.23万 减仓
GS GOLDMAN SACHS GROUP INC $35.09万0.04%347 00.0% — 不变
BND VANGUARD BD INDEX FDS $35.05万0.04%4,774 551.2% $4,038 加仓
SCHA SCHWAB STRATEGIC TR $34.45万0.04%9,534 9,534— $34.45万 新建仓
FLEX FLEX LTD $34.13万0.04%2,106 2,106— $34.13万 新建仓
BX BLACKSTONE INC $33.96万0.04%2,886 50.2% $588 加仓
PWB INVESCO EXCHANGE TRADED FD T $33.77万0.04%2,004 00.0% — 不变
SLV ISHARES SILVER TR $33.24万0.04%6,217 971.6% $5,187 加仓
KR KROGER CO $32.75万0.04%5,897 -4,627-44.0% -$25.69万 减仓
PLTR PALANTIR TECHNOLOGIES INC $32.74万0.04%2,806 2,806— $32.74万 新建仓
FBND FIDELITY MERRIMACK STR TR $32.27万0.04%7,092 1311.9% $5,960 加仓
MTB M & T BK CORP $31.42万0.03%1,320 1,320— $31.42万 新建仓
JBL JABIL INC $30.88万0.03%801 -856-51.7% -$33.00万 减仓
VTV VANGUARD INDEX FDS $30.81万0.03%1,413 00.0% — 不变
MRK MERCK & CO INC $30.80万0.03%2,397 2,397— $30.80万 新建仓
ACN ACCENTURE PLC IRELAND $30.53万0.03%2,453 -2,634-51.8% -$32.78万 减仓
SMMD ISHARES TR $29.48万0.03%3,217 160.5% $1,466 加仓
NPO ENPRO INC $29.02万0.03%770 -165-17.6% -$6.22万 减仓
IYW ISHARES TR $29.01万0.03%1,150 -813-41.4% -$20.51万 减仓
DGS WISDOMTREE TR $28.93万0.03%4,471 4,471— $28.93万 新建仓
AMAT APPLIED MATLS INC $28.92万0.03%400 400— $28.92万 新建仓
TEM TEMPUS AI INC $28.88万0.03%4,986 00.0% — 不变
LEN LENNAR CORP $27.61万0.03%3,051 -1,017-25.0% -$9.20万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $27.51万0.03%914 914— $27.51万 新建仓
VBR VANGUARD INDEX FDS $27.36万0.03%1,126 00.0% — 不变
GE GE AEROSPACE $27.24万0.03%729 00.0% — 不变
DON WISDOMTREE TR $26.56万0.03%4,700 00.0% — 不变
GEV GE VERNOVA INC $26.55万0.03%226 226— $26.55万 新建仓
TBIL RBB FD INC $26.52万0.03%5,318 -39,874-88.2% -$198.81万 减仓
ENB ENBRIDGE INC $26.21万0.03%4,834 00.0% — 不变
DE DEERE & CO $26.20万0.03%413 413— $26.20万 新建仓
LMT LOCKHEED MARTIN CORP $26.03万0.03%511 511— $26.03万 新建仓
CTVA CORTEVA INC $25.75万0.03%3,041 3,041— $25.75万 新建仓
XBIL RBB FD INC $25.73万0.03%5,146 -7,310-58.7% -$36.55万 减仓
IWR ISHARES TR $25.51万0.03%2,312 00.0% — 不变
KO COCA COLA CO $25.42万0.03%3,128 -457-12.7% -$3.71万 减仓
FMX FOMENTO ECONOMICO MEXICANO S $25.32万0.03%1,980 -35-1.7% -$4,477 减仓
TOL TOLL BROTHERS INC $25.06万0.03%1,521 -507-25.0% -$8.35万 减仓
ATI ATI INC $24.93万0.03%1,265 1,265— $24.93万 新建仓
XYZ BLOCK INC $24.21万0.03%3,185 3,185— $24.21万 新建仓
EOG EOG RES INC $24.17万0.03%1,863 -1,922-50.8% -$24.93万 减仓
FOXA FOX CORP $24.15万0.03%4,630 962.1% $5,007 加仓
CR CRANE COMPANY $23.44万0.03%1,051 -2,730-72.2% -$60.90万 减仓
BLK BLACKROCK INC $23.27万0.03%242 00.0% — 不变
— EA SERIES TRUST $22.98万0.03%7,293 00.0% — 不变
MET METLIFE INC $22.80万0.02%2,695 -467-14.8% -$3.95万 减仓
F FORD MTR CO $22.73万0.02%16,353 16,353— $22.73万 新建仓
VZ VERIZON COMMUNICATIONS INC $22.47万0.02%5,306 1533.0% $6,479 加仓
NEM NEWMONT CORP $22.40万0.02%2,398 -315-11.6% -$2.94万 减仓
TPR TAPESTRY INC $22.37万0.02%1,528 -3,121-67.1% -$45.69万 减仓
FDX FEDEX CORP $21.76万0.02%695 695— $21.76万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $21.74万0.02%5,613 5,613— $21.74万 新建仓
IQV IQVIA HLDGS INC $21.74万0.02%1,125 00.0% — 不变
RIO RIO TINTO PLC $21.59万0.02%2,274 2,274— $21.59万 新建仓
MFC MANULIFE FINL CORP $21.30万0.02%5,257 5,257— $21.30万 新建仓
IYH ISHARES TR $21.11万0.02%3,150 00.0% — 不变
ALLE ALLEGION PLC $21.07万0.02%1,500 -47-3.0% -$6,603 减仓
DVN DEVON ENERGY CORP NEW $20.44万0.02%4,947 4,947— $20.44万 新建仓
AEIS ADVANCED ENERGY INDS $20.32万0.02%545 545— $20.32万 新建仓
LDOS LEIDOS HOLDINGS INC $20.28万0.02%1,970 -477-19.5% -$4.91万 减仓
HLN HALEON PLC $13.64万0.01%14,615 2761.9% $2,575 加仓
STEP STEPSTONE GROUP INC $00.00%0 -4,040,795-100.0% -$2.59亿 清仓
— EXXON MOBIL CORP $00.00%0 -10,952-100.0% -$131.81万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -11,228-100.0% -$102.41万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -4,841-100.0% -$78.41万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -3,187-100.0% -$77.24万 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -2,602-100.0% -$75.13万 清仓
ADBE ADOBE INC $00.00%0 -2,007-100.0% -$70.24万 清仓
INTU INTUIT $00.00%0 -1,012-100.0% -$67.04万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -11,136-100.0% -$65.01万 清仓
TMUS T-MOBILE US INC $00.00%0 -3,137-100.0% -$63.69万 清仓
EXE EXPAND ENERGY CORPORATION $00.00%0 -5,275-100.0% -$58.21万 清仓
CZR CAESARS ENTERTAINMENT INC NE $00.00%0 -23,248-100.0% -$54.38万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -4,520-100.0% -$53.97万 清仓
— TOPBUILD CORP $00.00%0 -1,254-100.0% -$52.32万 清仓
XYL XYLEM INC $00.00%0 -3,806-100.0% -$51.83万 清仓
PGR PROGRESSIVE CORP $00.00%0 -2,131-100.0% -$48.53万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -3,510-100.0% -$43.08万 清仓
FICO FAIR ISAAC CORP $00.00%0 -253-100.0% -$42.77万 清仓
ADSK AUTODESK INC $00.00%0 -1,402-100.0% -$41.50万 清仓