Pure Financial Advisors, LLC 13F 持仓 · 2026年Q2
Pure Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 635 只证券,申报市值合计 78.56 亿美元。前几大持仓:SPY(11.18%)、BND(8.70%)、IEFA(6.03%)。本季前 25 大持仓中:新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $869.8M | 11.18% | 1.2M | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $676.9M | 8.70% | 9.2M | 增持 |
| 3 | IEFA | ISHARES TR | $469.0M | 6.03% | 4.9M | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $399.3M | 5.13% | 5.7M | 增持 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $344.5M | 4.43% | 8.3M | 增持 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $268.7M | 3.45% | 3.3M | 增持 |
| 7 | VNQ | VANGUARD INDEX FDS | $220.5M | 2.83% | 2.3M | 增持 |
| 8 | PYLD | PIMCO ETF TR | $193.3M | 2.48% | 7.3M | 新建仓 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $182.0M | 2.34% | 4.1M | 减持 |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $180.0M | 2.31% | 2.2M | 减持 |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $174.8M | 2.25% | 3.0M | 增持 |
| 12 | IGSB | ISHARES TR | $173.7M | 2.23% | 3.3M | 减持 |
| 13 | AVDV | AMERICAN CENTY ETF TR | $169.7M | 2.18% | 1.6M | 减持 |
| 14 | IVV | ISHARES TR | $147.1M | 1.89% | 196,358 | 减持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $144.5M | 1.86% | 2.4M | 增持 |
| 16 | GNR | SPDR INDEX SHS FDS | $141.3M | 1.82% | 2.1M | 减持 |
| 17 | VOO | VANGUARD INDEX FDS | $127.4M | 1.64% | 185,563 | 增持 |
| 18 | AVLV | AMERICAN CENTY ETF TR | $126.1M | 1.62% | 1.4M | 减持 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $120.7M | 1.55% | 2.9M | 减持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $110.2M | 1.42% | 1.5M | 减持 |
| 21 | AVEM | AMERICAN CENTY ETF TR | $108.6M | 1.39% | 1.1M | 减持 |
| 22 | AAPL | APPLE INC | $90.3M | 1.16% | 312,073 | 增持 |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $64.8M | 0.83% | 1.3M | 增持 |
| 24 | SCHX | SCHWAB STRATEGIC TR | $57.4M | 0.74% | 1.9M | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $54.4M | 0.70% | 146,944 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR