13FBOX
PUREfi Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

PUREfi Wealth, LLC

No.7470 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.82亿
环比变动 Q1 2026
+$2,941.9万+19.3%
持仓股票数
208
新买入
34
加仓
111
减仓
46
清仓
14
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
4.77%4.18%$868.2万1.2万股$638.6万9,776股+1,817股+18.59%加仓
沃尔玛WMT
3.78%5.48%$687.4万6.1万股$836.7万6.7万股-6,629股-9.85%减仓
史赛克SYK
3.69%4.59%$672.4万2.1万股$701.4万2.1万股+10股+0.05%加仓
苹果AAPL
3.3%3.28%$600.6万2.1万股$500.4万2.0万股+1,041股+5.28%加仓
微软MSFT
2.6%3.25%$473.4万1.3万股$496.3万1.3万股-716股-5.34%减仓
博通AVGO
2.58%2.5%$469.7万1.2万股$381.7万1.2万股+99股+0.80%加仓
英伟达NVDA
2.31%2.04%$420.3万2.1万股$311.1万1.8万股+3,168股+17.76%加仓
SSPDR标普500 ETFSPY
2.18%2.41%$396.3万5,306股$368.5万5,667股-361股-6.37%减仓
亚马逊AMZN
2.09%2.19%$381.1万1.6万股$334.4万1.6万股-64股-0.40%减仓
AAlphabet Inc Class CGOOG
2.02%1.32%$367.9万1.0万股$201.0万7,005股+3,407股+48.64%加仓
台积电TSM
1.91%1.56%$347.9万7,284股$238.1万7,046股+238股+3.38%加仓
B贝莱德·ETF TRUST IIBINC
1.69%1.59%$307.4万5.9万股$242.5万4.7万股+1.2万股+25.77%加仓
B贝莱德ETF信托DYNF
1.65%1.59%$300.9万4.4万股$242.3万4.2万股+2,595股+6.23%加仓
礼来LLY
1.39%1.26%$252.8万2,108股$192.3万2,091股+17股+0.81%加仓
F富达Covington信托FBCG
1.27%1.21%$232.1万3.7万股$184.3万3.7万股+593股+1.61%加仓
谷歌AGOOGL
1.25%1.13%$227.0万6,352股$173.2万6,022股+330股+5.48%加仓
IiShares安硕信托AGG
1.14%1.23%$206.8万2.1万股$188.5万1.9万股+1,900股+10.00%加仓
摩根大通JPM
1.1%1.12%$200.7万6,131股$170.9万5,809股+322股+5.54%加仓
强生JNJ
1.04%1.54%$189.7万7,469股$234.4万9,590股-2,121股-22.12%减仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
1.02%0.95%$185.7万2.3万股$145.1万2.0万股+3,155股+15.60%加仓
IiShares安硕IEMG
1.02%1.04%$185.1万2.2万股$158.5万2.3万股-370股-1.63%减仓
C资本集团固定收益ETF信托BANFP
0.99%1.17%$180.2万6.8万股$179.1万6.8万股+148股+0.22%加仓
IiShares安硕信托IEFA
0.98%0.89%$177.7万1.8万股$135.6万1.5万股+3,417股+22.81%加仓
家得宝HD
0.96%0.9%$175.5万4,976股$137.8万4,188股+788股+18.82%加仓
阿斯麦ASML
0.96%0.61%$174.9万879股$93.8万710股+169股+23.80%加仓
埃克森美孚XOM
0.94%1.56%$171.5万1.3万股$238.0万1.4万股-1,488股-10.61%减仓
AMD超威AMD
0.93%0.37%$169.0万2,910股$55.8万2,745股+165股+6.01%加仓
B贝莱德ETF信托BAI
0.91%0.82%$165.6万3.1万股$125.0万3.8万股-6,510股-17.17%减仓
V先锋领航白厅基金VYM
0.87%0.97%$159.1万1.0万股$148.2万1.0万股+62股+0.62%加仓
联合健康UNH
0.85%0.58%$155.6万3,743股$88.4万3,269股+474股+14.50%加仓
Meta平台META
0.85%0.66%$154.8万2,749股$100.8万1,762股+987股+56.02%加仓
艾伯维ABBV
0.72%0.72%$131.7万5,232股$110.3万5,071股+161股+3.17%加仓
IiShares安硕·RUSSELLIWM
0.72%0.69%$131.5万4,378股$105.0万4,233股+145股+3.43%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.71%0.62%$128.9万4,515股$93.9万4,515股00.00%持仓不变
SSPDR行业精选信托XLK
0.7%0.59%$128.0万6,720股$89.3万6,720股00.00%持仓不变
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.66%0.71%$121.0万9,840股$109.1万1.1万股-1,317股-11.80%减仓
伊顿ETN
0.66%0.68%$120.3万2,822股$103.5万2,894股-72股-2.49%减仓
VisaV
0.66%0.65%$120.1万3,501股$98.9万3,272股+229股+7.00%加仓
AABACUS FCF ETF TRABFL
0.65%0.58%$118.8万1.4万股$89.3万1.3万股+1,287股+10.26%加仓
IiShares安硕信托GVI
0.64%0.86%$116.8万1.1万股$130.9万1.2万股-1,479股-11.99%减仓
IiShares安硕信托EFV
0.63%0.81%$114.7万1.5万股$123.1万1.7万股-1,575股-9.51%减仓
思科CSCO
0.58%0.43%$106.0万9,025股$65.9万8,498股+527股+6.20%加仓
PPNC FINL SVCS COMVXF
0.58%0.41%$105.5万4,285股$63.0万3,027股+1,258股+41.56%加仓
ANALOG DEVICES COMADI
0.56%0.51%$101.9万2,565股$78.3万2,462股+103股+4.18%加仓
N新纪元能源NEE
0.56%0.77%$101.2万1.2万股$117.0万1.3万股-1,069股-8.49%减仓
I景顺QQQ信托VOO
0.54%0.48%$97.5万1,325股$74.0万1,282股+43股+3.35%加仓
AALPS·EQUAL SECTOR WEIGHT ETFEQL
0.5%0.55%$91.4万1.8万股$84.1万1.8万股+420股+2.37%加仓
迈威尔MRVL
0.49%0.24%$88.9万2,985股$36.1万3,645股-660股-18.11%减仓
IiShares安硕·RUSSELLIWF
0.48%0.49%$88.0万7,084股$75.5万1,771股+5,313股+300.00%加仓
APOLLO GLOBAL MGMT COMAPO
0.48%0.22%$86.9万7,341股$34.3万3,078股+4,263股+138.50%加仓

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