PUREfi Wealth, LLC 13F 持仓 · 2026年Q2
PUREfi Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 208 只证券，申报市值合计 1.82 亿美元。前几大持仓：IVV（4.77%）、WMT（3.78%）、SYK（3.69%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $8.7M | 4.77% | 11,593 | 增持 |
| 2 | WMT | WALMART INC | $6.9M | 3.78% | 60,696 | 减持 |
| 3 | SYK | STRYKER CORPORATION | $6.7M | 3.69% | 21,356 | 增持 |
| 4 | AAPL | APPLE INC | $6.0M | 3.30% | 20,757 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $4.7M | 2.60% | 12,692 | 减持 |
| 6 | AVGO | BROADCOM INC | $4.7M | 2.58% | 12,433 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $4.2M | 2.31% | 21,004 | 增持 |
| 8 | SPY | SPDR S&P 500 ETF TR | $4.0M | 2.18% | 5,306 | 减持 |
| 9 | AMZN | AMAZON COM INC | $3.8M | 2.09% | 15,990 | 减持 |
| 10 | GOOG | ALPHABET INC | $3.7M | 2.02% | 10,412 | 增持 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.5M | 1.91% | 7,284 | 增持 |
| 12 | BINC | BLACKROCK ETF TRUST II | $3.1M | 1.69% | 58,724 | 增持 |
| 13 | DYNF | BLACKROCK ETF TRUST | $3.0M | 1.65% | 44,238 | 增持 |
| 14 | LLY | ELI LILLY & CO | $2.5M | 1.39% | 2,108 | 增持 |
| 15 | FBCG | FIDELITY COVINGTON TRUST | $2.3M | 1.27% | 37,368 | 增持 |
| 16 | GOOGL | ALPHABET INC | $2.3M | 1.25% | 6,352 | 增持 |
| 17 | AGG | ISHARES TR | $2.1M | 1.14% | 20,891 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.10% | 6,131 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.04% | 7,469 | 减持 |
| 20 | IEMG | ISHARES INC | $1.9M | 1.02% | 22,347 | 减持 |
| 21 | JAVA | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.02% | 23,382 | 增持 |
| 22 | CGSM | CAPITAL GRP FIXED INCM ETF T | $1.8M | 0.99% | 68,308 | 增持 |
| 23 | IEFA | ISHARES TR | $1.8M | 0.98% | 18,397 | 增持 |
| 24 | ASML | ASML HOLDING N V | $1.7M | 0.96% | 879 | 增持 |
| 25 | HD | HOME DEPOT INC | $1.8M | 0.96% | 4,976 | 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