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 |
|---|---|---|---|---|---|---|---|---|
| STEP | STEPSTONE GROUP INC | $2.59亿 | 23.87% | 4,040,795 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $1.96亿 | 18.07% | 507,490 | -4,279 | -0.8% | -$165.53万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $5,545.70万 | 5.10% | 1,336,957 | 924 | 0.1% | $3.83万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $4,512.38万 | 4.15% | 66,171 | -1 | -0.0% | -$682 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $3,615.75万 | 3.33% | 1,006,609 | 2,309 | 0.2% | $8.29万 | 加仓 |
| IWB | ISHARES TR | $3,446.04万 | 3.17% | 92,276 | 4,009 | 4.5% | $149.72万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,245.64万 | 2.99% | 43 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHS ETF TR | $1,783.85万 | 1.64% | 603,060 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,351.52万 | 1.24% | 43,733 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $1,236.47万 | 1.14% | 368,985 | -1 | -0.0% | -$34 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $1,186.15万 | 1.09% | 82,767 | -1 | -0.0% | -$143 | 减仓 |
| ACWX | ISHARES TR | $1,170.99万 | 1.08% | 174,436 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,054.29万 | 0.97% | 16,811 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $995.13万 | 0.92% | 25,110 | -930 | -3.6% | -$36.86万 | 减仓 |
| IVV | ISHARES TR | $994.05万 | 0.91% | 14,513 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $981.27万 | 0.90% | 157,079 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $957.79万 | 0.88% | 28,563 | -41,768 | -59.4% | -$1,400.59万 | 减仓 |
| AAPL | APPLE INC | $893.54万 | 0.82% | 32,866 | -2 | -0.0% | -$544 | 减仓 |
| MSFT | MICROSOFT CORP | $881.10万 | 0.81% | 18,217 | -3,924 | -17.7% | -$189.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $844.94万 | 0.78% | 45,304 | 204 | 0.5% | $3.80万 | 加仓 |
| IWF | ISHARES TR | $800.44万 | 0.74% | 16,912 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $758.99万 | 0.70% | 25,272 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $731.98万 | 0.67% | 85,742 | 2,095 | 2.5% | $17.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $725.52万 | 0.67% | 14,434 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $701.54万 | 0.65% | 106,294 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $684.03万 | 0.63% | 21,851 | 8 | 0.0% | $2,504 | 加仓 |
| LOW | LOWES COS INC | $671.78万 | 0.62% | 27,856 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $558.61万 | 0.51% | 24,200 | 115 | 0.5% | $2.65万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $538.06万 | 0.50% | 223,818 | -151,128 | -40.3% | -$363.31万 | 减仓 |
| VV | VANGUARD INDEX FDS | $507.21万 | 0.47% | 16,112 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $461.49万 | 0.42% | 31,035 | -111 | -0.4% | -$1.65万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $450.53万 | 0.41% | 21,544 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $441.40万 | 0.41% | 52,148 | -1,077 | -2.0% | -$9.12万 | 减仓 |
| ESGD | ISHARES TR | $433.13万 | 0.40% | 45,549 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $397.06万 | 0.37% | 36,011 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $389.43万 | 0.36% | 11,252 | 96 | 0.9% | $3.32万 | 加仓 |
| META | META PLATFORMS INC | $383.00万 | 0.35% | 5,802 | 51 | 0.9% | $3.37万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $381.09万 | 0.35% | 76,463 | -1 | -0.0% | -$50 | 减仓 |
| DSI | ISHARES TR | $367.50万 | 0.34% | 28,526 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $343.29万 | 0.32% | 175,776 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $334.98万 | 0.31% | 3,117 | -800 | -20.4% | -$85.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $320.12万 | 0.29% | 9,934 | -1 | -0.0% | -$322 | 减仓 |
| SPTM | SPDR SERIES TRUST | $272.66万 | 0.25% | 33,050 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $249.79万 | 0.23% | 8,606 | -7,353 | -46.1% | -$213.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $249.38万 | 0.23% | 17,322 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $247.24万 | 0.23% | 8,136 | 1,185 | 17.0% | $36.01万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $239.68万 | 0.22% | 34,477 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $239.58万 | 0.22% | 33,549 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $225.42万 | 0.21% | 45,192 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $204.31万 | 0.19% | 6,510 | 93 | 1.4% | $2.92万 | 加仓 |
| ESGE | ISHARES INC | $202.73万 | 0.19% | 45,897 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $197.19万 | 0.18% | 36,149 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $181.46万 | 0.17% | 20,284 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $177.49万 | 0.16% | 67,460 | 0 | 0.0% | — | 不变 |
| TOLZ | PROSHARES TR | $174.59万 | 0.16% | 32,241 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $172.73万 | 0.16% | 9,418 | 69 | 0.7% | $1.27万 | 加仓 |
| AGG | ISHARES TR | $166.73万 | 0.15% | 16,693 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $162.47万 | 0.15% | 2,846 | -276 | -8.8% | -$15.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $161.09万 | 0.15% | 7,783 | -1 | -0.0% | -$207 | 减仓 |
| NTRS | NORTHERN TR CORP | $157.34万 | 0.14% | 11,519 | 235 | 2.1% | $3.21万 | 加仓 |
| DIS | DISNEY WALT CO | $153.77万 | 0.14% | 13,515 | -1 | -0.0% | -$114 | 减仓 |
| WFC | WELLS FARGO CO NEW | $153.14万 | 0.14% | 16,431 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $149.10万 | 0.14% | 12,777 | 483 | 3.9% | $5.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $147.79万 | 0.14% | 18,536 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $146.78万 | 0.14% | 2,433 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $146.30万 | 0.13% | 4,170 | -386 | -8.5% | -$13.54万 | 减仓 |
| IVE | ISHARES TR | $145.29万 | 0.13% | 6,850 | -680 | -9.0% | -$14.42万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $144.70万 | 0.13% | 14,540 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $144.54万 | 0.13% | 28,419 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $143.02万 | 0.13% | 9,336 | -1,796 | -16.1% | -$27.51万 | 减仓 |
| GM | GENERAL MTRS CO | $142.36万 | 0.13% | 17,506 | 271 | 1.6% | $2.20万 | 加仓 |
| CSCO | CISCO SYS INC | $142.14万 | 0.13% | 18,452 | 140 | 0.8% | $1.08万 | 加仓 |
| CAVA | CAVA GROUP INC | $140.69万 | 0.13% | 23,972 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $136.48万 | 0.13% | 5,087 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $136.28万 | 0.13% | 49,683 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $131.81万 | 0.12% | 10,952 | 29 | 0.3% | $3,490 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.70万 | 0.12% | 24,126 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $121.97万 | 0.11% | 12,701 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC | $121.75万 | 0.11% | 6,666 | 27 | 0.4% | $4,931 | 加仓 |
| LRCX | LAM RESEARCH CORP | $120.01万 | 0.11% | 7,011 | 100 | 1.4% | $1.71万 | 加仓 |
| NFLX | NETFLIX INC | $117.36万 | 0.11% | 12,517 | 410 | 3.4% | $3.84万 | 加仓 |
| REET | ISHARES TR | $115.45万 | 0.11% | 46,274 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $114.50万 | 0.11% | 14,013 | 299 | 2.2% | $2.44万 | 加仓 |
| MS | MORGAN STANLEY | $112.94万 | 0.10% | 6,362 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $112.47万 | 0.10% | 10,060 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $112.47万 | 0.10% | 4,922 | -200 | -3.9% | -$4.57万 | 减仓 |
| SPGI | S&P GLOBAL INC | $110.27万 | 0.10% | 2,110 | 27 | 1.3% | $1.41万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $108.66万 | 0.10% | 19,839 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $108.27万 | 0.10% | 1,890 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $107.77万 | 0.10% | 1,189 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $107.64万 | 0.10% | 1,330 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $107.15万 | 0.10% | 8,692 | -2,625 | -23.2% | -$32.36万 | 减仓 |
| ABT | ABBOTT LABS | $105.92万 | 0.10% | 8,453 | 18 | 0.2% | $2,255 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $102.41万 | 0.09% | 11,228 | 131 | 1.2% | $1.19万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $101.79万 | 0.09% | 29,538 | 423 | 1.5% | $1.46万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $99.15万 | 0.09% | 1,128 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $98.65万 | 0.09% | 3,156 | 58 | 1.9% | $1.81万 | 加仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $94.46万 | 0.09% | 13,220 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $93.72万 | 0.09% | 7,797 | -1 | -0.0% | -$120 | 减仓 |
| IGF | ISHARES TR | $92.20万 | 0.08% | 15,026 | 0 | 0.0% | — | 不变 |