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 |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TR | $2.15亿 | 23.51% | 503,370 | -4,120 | -0.8% | -$175.68万 | 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 |
| 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 |
| CWI | SPDR INDEX SHS FDS | $4,020.67万 | 4.40% | 988,601 | -18,008 | -1.8% | -$73.24万 | 减仓 |
| IWB | ISHARES TR | $3,662.17万 | 4.01% | 89,429 | -2,847 | -3.1% | -$116.59万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,220.05万 | 3.53% | 43 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $2,583.17万 | 2.83% | 69,804 | 41,241 | 144.4% | $1,526.17万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $1,468.04万 | 1.61% | 450,318 | -152,742 | -25.3% | -$497.94万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,452.84万 | 1.59% | 42,892 | -841 | -1.9% | -$28.49万 | 减仓 |
| ACWX | ISHARES TR | $1,369.50万 | 1.50% | 179,937 | 5,501 | 3.2% | $41.87万 | 加仓 |
| IVV | ISHARES TR | $1,333.10万 | 1.46% | 17,801 | 3,288 | 22.7% | $246.24万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,251.48万 | 1.37% | 451,796 | 227,978 | 101.9% | $631.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,231.32万 | 1.35% | 83,968 | 1,201 | 1.5% | $17.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,119.19万 | 1.23% | 157,079 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,101.22万 | 1.21% | 16,033 | -778 | -4.6% | -$53.44万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,076.72万 | 1.18% | 135,573 | 49,831 | 58.1% | $395.76万 | 加仓 |
| AAPL | APPLE INC | $956.61万 | 1.05% | 33,057 | 191 | 0.6% | $5.53万 | 加仓 |
| GLD | SPDR GOLD TR | $948.95万 | 1.04% | 25,760 | 650 | 2.6% | $23.94万 | 加仓 |
| ITOT | ISHARES TR | $935.90万 | 1.03% | 56,971 | 25,936 | 83.6% | $426.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $904.70万 | 0.99% | 45,213 | -91 | -0.2% | -$1.82万 | 减仓 |
| IWF | ISHARES TR | $839.99万 | 0.92% | 67,648 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $819.63万 | 0.90% | 106,294 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $815.03万 | 0.89% | 23,699 | 7,587 | 47.1% | $260.92万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $787.14万 | 0.86% | 23,750 | -1,522 | -6.0% | -$50.44万 | 减仓 |
| GOOGL | ALPHABET INC | $762.94万 | 0.84% | 21,345 | -506 | -2.3% | -$18.09万 | 减仓 |
| IXUS | ISHARES TR | $758.58万 | 0.83% | 79,478 | 27,330 | 52.4% | $260.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $686.24万 | 0.75% | 13,714 | -720 | -5.0% | -$36.03万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $664.61万 | 0.73% | 181,586 | -187,399 | -50.8% | -$685.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $549.82万 | 0.60% | 14,738 | -3,479 | -19.1% | -$129.79万 | 减仓 |
| VO | VANGUARD INDEX FDS | $543.03万 | 0.59% | 67,397 | 32,973 | 95.8% | $265.67万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $530.43万 | 0.58% | 21,544 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $466.95万 | 0.51% | 45,419 | -130 | -0.3% | -$1.34万 | 减仓 |
| AMZN | AMAZON COM INC | $463.12万 | 0.51% | 19,430 | -4,770 | -19.7% | -$113.69万 | 减仓 |
| LOW | LOWES COS INC | $457.67万 | 0.50% | 20,757 | -7,099 | -25.5% | -$156.53万 | 减仓 |
| DSI | ISHARES TR | $406.00万 | 0.44% | 28,513 | -13 | -0.0% | -$1,851 | 减仓 |
| LLY | ELI LILLY & CO | $395.04万 | 0.43% | 3,293 | 176 | 5.6% | $21.11万 | 加仓 |
| BCI | ABRDN ETFS | $368.58万 | 0.40% | 164,987 | -10,789 | -6.1% | -$24.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $356.21万 | 0.39% | 3,086 | 1,598 | 107.4% | $184.46万 | 加仓 |
| INGR | INGREDION INC | $338.69万 | 0.37% | 35,761 | -250 | -0.7% | -$2.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $337.16万 | 0.37% | 11,122 | 9,306 | 512.4% | $282.11万 | 加仓 |
| AVGO | BROADCOM INC | $326.07万 | 0.36% | 8,632 | -2,620 | -23.3% | -$98.97万 | 减仓 |
| AGG | ISHARES TR | $305.46万 | 0.33% | 30,861 | 14,168 | 84.9% | $140.23万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $300.06万 | 0.33% | 33,050 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $297.62万 | 0.33% | 6,232 | -1,904 | -23.4% | -$90.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $297.00万 | 0.33% | 15,589 | -1,733 | -10.0% | -$33.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $295.74万 | 0.32% | 9,034 | -900 | -9.1% | -$29.46万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $281.53万 | 0.31% | 56,554 | -19,909 | -26.0% | -$99.11万 | 减仓 |
| META | META PLATFORMS INC | $261.04万 | 0.29% | 4,634 | -1,168 | -20.1% | -$65.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $256.21万 | 0.28% | 42,923 | 18,797 | 77.9% | $112.20万 | 加仓 |
| ESGE | ISHARES INC | $249.84万 | 0.27% | 45,683 | -214 | -0.5% | -$1.17万 | 减仓 |
| VVX | V2X INC | $246.79万 | 0.27% | 33,099 | -3,050 | -8.4% | -$22.74万 | 减仓 |
| GOOG | ALPHABET INC | $245.54万 | 0.27% | 6,948 | 438 | 6.7% | $15.48万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $237.65万 | 0.26% | 34,477 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $234.90万 | 0.26% | 6,845 | 2,675 | 64.1% | $91.80万 | 加仓 |
| EFV | ISHARES TR | $232.76万 | 0.25% | 30,406 | -3,143 | -9.4% | -$24.06万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $214.23万 | 0.23% | 3,354 | -809 | -19.4% | -$51.67万 | 减仓 |
| CSCO | CISCO SYS INC | $213.85万 | 0.23% | 18,206 | -246 | -1.3% | -$2.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $213.81万 | 0.23% | 4,934 | -2,077 | -29.6% | -$90.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $202.95万 | 0.22% | 6,813 | -2,587 | -27.5% | -$77.06万 | 减仓 |
| CAT | CATERPILLAR INC | $200.31万 | 0.22% | 1,881 | -9 | -0.5% | -$9,584 | 减仓 |
| REET | ISHARES TR | $195.69万 | 0.21% | 70,851 | 24,577 | 53.1% | $67.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $194.78万 | 0.21% | 7,668 | -115 | -1.5% | -$2.92万 | 减仓 |
| IEFA | ISHARES TR | $194.38万 | 0.21% | 20,126 | -158 | -0.8% | -$1.53万 | 减仓 |
| CSX | CSX CORP | $191.48万 | 0.21% | 40,287 | 18,687 | 86.5% | $88.82万 | 加仓 |
| CAVA | CAVA GROUP INC | $188.13万 | 0.21% | 23,972 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $187.51万 | 0.21% | 68,534 | 1,074 | 1.6% | $2.94万 | 加仓 |
| AIQ | GLOBAL X FDS | $186.46万 | 0.20% | 28,419 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $176.54万 | 0.19% | 14,540 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $172.73万 | 0.19% | 25,936 | 10,910 | 72.6% | $72.66万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $171.12万 | 0.19% | 2,433 | 0 | 0.0% | — | 不变 |
| TOLZ | PROSHARES TR | $170.00万 | 0.19% | 28,682 | -3,559 | -11.0% | -$21.09万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $157.54万 | 0.17% | 49,683 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $155.95万 | 0.17% | 6,867 | 17 | 0.2% | $3,861 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $149.67万 | 0.16% | 1,551 | -360 | -18.8% | -$34.74万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $146.49万 | 0.16% | 18,536 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $145.88万 | 0.16% | 2,840 | -6 | -0.2% | -$3,082 | 减仓 |
| CMI | CUMMINS INC | $145.42万 | 0.16% | 2,039 | 2,039 | — | $145.42万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $140.11万 | 0.15% | 3,733 | 577 | 18.3% | $21.66万 | 加仓 |
| RTX | RTX CORPORATION | $136.32万 | 0.15% | 7,185 | -2,233 | -23.7% | -$42.37万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $133.60万 | 0.15% | 18,515 | 4,502 | 32.1% | $32.49万 | 加仓 |
| EFA | ISHARES TR | $131.94万 | 0.14% | 12,701 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $131.18万 | 0.14% | 10,060 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $128.52万 | 0.14% | 7,393 | -4,126 | -35.8% | -$71.73万 | 减仓 |
| ORCL | ORACLE CORP | $122.05万 | 0.13% | 8,328 | 5,306 | 175.6% | $77.76万 | 加仓 |
| IVW | ISHARES TR | $119.72万 | 0.13% | 8,704 | 12 | 0.1% | $1,651 | 加仓 |
| ETN | EATON CORP PLC | $119.31万 | 0.13% | 2,800 | 324 | 13.1% | $13.81万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $118.78万 | 0.13% | 13,220 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $115.71万 | 0.13% | 7,801 | 4 | 0.1% | $593 | 加仓 |
| APH | AMPHENOL CORP | $114.75万 | 0.13% | 6,508 | 6,508 | — | $114.75万 | 新建仓 |
| WFC | WELLS FARGO & CO | $110.88万 | 0.12% | 13,417 | -3,014 | -18.3% | -$24.91万 | 减仓 |
| GM | GENERAL MTRS CO | $110.13万 | 0.12% | 14,288 | -3,218 | -18.4% | -$24.80万 | 减仓 |
| ABBV | ABBVIE INC | $107.43万 | 0.12% | 4,269 | -653 | -13.3% | -$16.43万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $106.42万 | 0.12% | 1,088 | -40 | -3.5% | -$3.91万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $106.39万 | 0.12% | 18,448 | -52 | -0.3% | -$2,999 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $105.77万 | 0.12% | 12,152 | -256 | -2.1% | -$2.23万 | 减仓 |
| FSTR | FOSTER L B CO | $103.02万 | 0.11% | 22,807 | -8,963 | -28.2% | -$40.49万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $102.85万 | 0.11% | 744 | -445 | -37.4% | -$61.51万 | 减仓 |
| ROST | ROSS STORES INC | $102.42万 | 0.11% | 4,812 | 4,812 | — | $102.42万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $100.77万 | 0.11% | 22,715 | 112 | 0.5% | $4,968 | 重新持有 |
| URI | UNITED RENTALS INC | $100.49万 | 0.11% | 887 | -443 | -33.3% | -$50.19万 | 减仓 |