True Link Financial Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001846236
$17.29亿2026Q2 申报市值
104持仓数
88.4%前十大占比 · 第一大 25.3%
6 / 320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
BIV 加仓+$2,671.37万
BSV 加仓+$980.79万
DFCF 加仓+$722.83万
VTIP 加仓+$274.41万
IEFA 加仓+$204.75万
2026Q2 卖出最多 按季末市值估算
ITOT 减仓-$638.67万
VTV 减仓-$132.70万
SGOV 减仓-$79.41万
DFIV 减仓-$77.52万
IBTG 减仓-$74.46万
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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC COM NEW | $0 | 0.00% | 0 | -213 | -100.0% | -$6.04万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -266 | -100.0% | -$6.01万 | 清仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $0 | 0.00% | 0 | -1,855 | -100.0% | -$5.74万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$5.50万 | 清仓 |
| HD | HOME DEPOT INC COM | $0 | 0.00% | 0 | -167 | -100.0% | -$5.49万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $0 | 0.00% | 0 | -1,450 | -100.0% | -$5.49万 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | -465 | -100.0% | -$5.38万 | 清仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$5.30万 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -380 | -100.0% | -$5.30万 | 清仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -136 | -100.0% | -$5.21万 | 清仓 |
| EIX | EDISON INTL COM | $0 | 0.00% | 0 | -700 | -100.0% | -$5.12万 | 清仓 |
| AZN | ASTRAZENECA PLC ORD | $0 | 0.00% | 0 | -259 | -100.0% | -$5.11万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $0 | 0.00% | 0 | -270 | -100.0% | -$5.04万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -693 | -100.0% | -$4.93万 | 清仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $0 | 0.00% | 0 | -162 | -100.0% | -$4.90万 | 清仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $0 | 0.00% | 0 | -486 | -100.0% | -$4.89万 | 清仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $0 | 0.00% | 0 | -410 | -100.0% | -$4.86万 | 清仓 |
| EVRG | EVERGY INC COM | $0 | 0.00% | 0 | -590 | -100.0% | -$4.83万 | 清仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $0 | 0.00% | 0 | -1,092 | -100.0% | -$4.82万 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $0 | 0.00% | 0 | -763 | -100.0% | -$4.78万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -993 | -100.0% | -$4.77万 | 清仓 |
| CHE | CHEMED CORP NEW COM | $0 | 0.00% | 0 | -122 | -100.0% | -$4.61万 | 清仓 |
| COR | CENCORA INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$4.46万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$4.41万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | -274 | -100.0% | -$4.39万 | 清仓 |
| USFD | US FOODS HLDG CORP COM | $0 | 0.00% | 0 | -467 | -100.0% | -$4.31万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -269 | -100.0% | -$4.23万 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -1,367 | -100.0% | -$4.20万 | 清仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -881 | -100.0% | -$4.19万 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -407 | -100.0% | -$4.16万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -171 | -100.0% | -$4.16万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | -315 | -100.0% | -$4.13万 | 清仓 |
| IRM | IRON MTN INC DEL COM | $0 | 0.00% | 0 | -400 | -100.0% | -$4.09万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $0 | 0.00% | 0 | -437 | -100.0% | -$4.08万 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -425 | -100.0% | -$4.04万 | 清仓 |
| DHI | D R HORTON INC COM | $0 | 0.00% | 0 | -285 | -100.0% | -$3.91万 | 清仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.89万 | 清仓 |
| ETR | ENTERGY CORP NEW COM | $0 | 0.00% | 0 | -345 | -100.0% | -$3.88万 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -81 | -100.0% | -$3.83万 | 清仓 |
| MOG/A | MOOG INC CL A | $0 | 0.00% | 0 | -130 | -100.0% | -$3.80万 | 清仓 |
| NTRS | NORTHERN TR CORP COM | $0 | 0.00% | 0 | -270 | -100.0% | -$3.77万 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -237 | -100.0% | -$3.73万 | 清仓 |
| BA | BOEING CO COM | $0 | 0.00% | 0 | -185 | -100.0% | -$3.68万 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -85 | -100.0% | -$3.66万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -195 | -100.0% | -$3.64万 | 清仓 |
| ES | EVERSOURCE ENERGY COM | $0 | 0.00% | 0 | -524 | -100.0% | -$3.63万 | 清仓 |
| DCI | DONALDSON INC COM | $0 | 0.00% | 0 | -426 | -100.0% | -$3.62万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -270 | -100.0% | -$3.48万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -433 | -100.0% | -$3.43万 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -197 | -100.0% | -$3.36万 | 清仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $0 | 0.00% | 0 | -157 | -100.0% | -$3.35万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -455 | -100.0% | -$3.30万 | 清仓 |
| CB | CHUBB LTD SWITZ COM | $0 | 0.00% | 0 | -101 | -100.0% | -$3.29万 | 清仓 |
| ORI | OLD REP INTL CORP COM | $0 | 0.00% | 0 | -820 | -100.0% | -$3.27万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -337 | -100.0% | -$3.25万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -517 | -100.0% | -$3.24万 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -500 | -100.0% | -$3.18万 | 清仓 |
| PM | PHILIP MORRIS INTL INC COM | $0 | 0.00% | 0 | -190 | -100.0% | -$3.14万 | 清仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | -322 | -100.0% | -$3.13万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -1,071 | -100.0% | -$3.07万 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -203 | -100.0% | -$2.98万 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -82 | -100.0% | -$2.93万 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | -400 | -100.0% | -$2.91万 | 清仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $0 | 0.00% | 0 | -323 | -100.0% | -$2.87万 | 清仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$2.79万 | 清仓 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -300 | -100.0% | -$2.71万 | 清仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $0 | 0.00% | 0 | -416 | -100.0% | -$2.71万 | 清仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -239 | -100.0% | -$2.70万 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -1,072 | -100.0% | -$2.69万 | 清仓 |
| MTB | M & T BK CORP COM | $0 | 0.00% | 0 | -130 | -100.0% | -$2.69万 | 清仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -1,042 | -100.0% | -$2.58万 | 清仓 |
| ENB | ENBRIDGE INC COM | $0 | 0.00% | 0 | -460 | -100.0% | -$2.49万 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $0 | 0.00% | 0 | -680 | -100.0% | -$2.47万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $0 | 0.00% | 0 | -180 | -100.0% | -$2.45万 | 清仓 |
| VFH | VANGUARD FINANCIALS ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$2.42万 | 清仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $0 | 0.00% | 0 | -185 | -100.0% | -$2.34万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -157 | -100.0% | -$2.30万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -263 | -100.0% | -$2.28万 | 清仓 |
| D | DOMINION ENERGY INC COM | $0 | 0.00% | 0 | -360 | -100.0% | -$2.23万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$2.21万 | 清仓 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $0 | 0.00% | 0 | -281 | -100.0% | -$2.13万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $0 | 0.00% | 0 | -1,350 | -100.0% | -$2.11万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$2.10万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -72 | -100.0% | -$2.09万 | 清仓 |
| VREX | VAREX IMAGING CORP COM | $0 | 0.00% | 0 | -1,920 | -100.0% | -$2.04万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP COM | $0 | 0.00% | 0 | -210 | -100.0% | -$1.97万 | 清仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -119 | -100.0% | -$1.92万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $0 | 0.00% | 0 | -90 | -100.0% | -$1.87万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $0 | 0.00% | 0 | -57 | -100.0% | -$1.86万 | 清仓 |
| C | CITIGROUP INC COM NEW | $0 | 0.00% | 0 | -163 | -100.0% | -$1.85万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $0 | 0.00% | 0 | -43 | -100.0% | -$1.79万 | 清仓 |
| TXN | TEXAS INSTRS INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$1.77万 | 清仓 |
| MFC | MANULIFE FINL CORP COM | $0 | 0.00% | 0 | -498 | -100.0% | -$1.72万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -167 | -100.0% | -$1.71万 | 清仓 |
| CW | CURTISS WRIGHT CORP COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1.70万 | 清仓 |
| AFL | AFLAC INC COM | $0 | 0.00% | 0 | -153 | -100.0% | -$1.68万 | 清仓 |
| — | CHART INDS INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$1.61万 | 清仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$1.61万 | 清仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$1.60万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -172 | -100.0% | -$1.60万 | 清仓 |