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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
1SPYSTATE STR SPDR S&P 500 ETF T$869.8M11.18%1.2M增持
2BNDVANGUARD BD INDEX FDS$676.9M8.70%9.2M增持
3IEFAISHARES TR$469.0M6.03%4.9M增持
4DFATDIMENSIONAL ETF TRUST$399.3M5.13%5.7M增持
5DUHPDIMENSIONAL ETF TRUST$344.5M4.43%8.3M增持
6DFASDIMENSIONAL ETF TRUST$268.7M3.45%3.3M增持
7VNQVANGUARD INDEX FDS$220.5M2.83%2.3M增持
8PYLDPIMCO ETF TR$193.3M2.48%7.3M新建仓
9DFACDIMENSIONAL ETF TRUST$182.0M2.34%4.1M减持
10DCORDIMENSIONAL ETF TRUST$180.0M2.31%2.2M减持
11VGSHVANGUARD SCOTTSDALE FDS$174.8M2.25%3.0M增持
12IGSBISHARES TR$173.7M2.23%3.3M减持
13AVDVAMERICAN CENTY ETF TR$169.7M2.18%1.6M减持
14IVVISHARES TR$147.1M1.89%196,358减持
15VWOVANGUARD INTL EQUITY INDEX F$144.5M1.86%2.4M增持
16GNRSPDR INDEX SHS FDS$141.3M1.82%2.1M减持
17VOOVANGUARD INDEX FDS$127.4M1.64%185,563增持
18AVLVAMERICAN CENTY ETF TR$126.1M1.62%1.4M减持
19DFAIDIMENSIONAL ETF TRUST$120.7M1.55%2.9M减持
20VEAVANGUARD TAX-MANAGED FDS$110.2M1.42%1.5M减持
21AVEMAMERICAN CENTY ETF TR$108.6M1.39%1.1M减持
22AAPLAPPLE INC$90.3M1.16%312,073增持
23BNDXVANGUARD CHARLOTTE FDS$64.8M0.83%1.3M增持
24SCHXSCHWAB STRATEGIC TR$57.4M0.74%1.9M减持
25VTIVANGUARD INDEX FDS$54.4M0.70%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