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 |
|---|---|---|---|---|---|---|---|---|
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -128 | -100.0% | -$2,903 | 清仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$2,894 | 清仓 |
| SF | STIFEL FINL CORP COM | $0 | 0.00% | 0 | -39 | -100.0% | -$2,883 | 清仓 |
| RJF | RAYMOND JAMES FINL INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$2,606 | 清仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $0 | 0.00% | 0 | -1,350 | -100.0% | -$2,565 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$2,560 | 清仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $0 | 0.00% | 0 | -16 | -100.0% | -$2,444 | 清仓 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$2,300 | 清仓 |
| CTAS | CINTAS CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$2,199 | 清仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$2,056 | 清仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -85 | -100.0% | -$1,982 | 清仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $0 | 0.00% | 0 | -42 | -100.0% | -$1,975 | 清仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $0 | 0.00% | 0 | -43 | -100.0% | -$1,938 | 清仓 |
| DXCM | DEXCOM INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1,884 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,705 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$1,568 | 清仓 |
| PINK | SIMPLIFY HEALTH CARE ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$942 | 清仓 |
| VYX | NCR VOYIX CORPORATION COM | $0 | 0.00% | 0 | -142 | -100.0% | -$899 | 清仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $0 | 0.00% | 0 | -14 | -100.0% | -$698 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -15 | -100.0% | -$555 | 清仓 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $20.79万 | 0.01% | 5,113 | -2,209 | -30.2% | -$8.98万 | 减仓 |
| UNP | UNION PAC CORP COM | $21.54万 | 0.01% | 792 | -7 | -0.9% | -$1,904 | 减仓 |
| GWW | WW GRAINGER INC COM | $22.31万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $22.58万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $22.83万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $23.69万 | 0.01% | 2,656 | -64 | -2.4% | -$5,709 | 减仓 |
| META | META PLATFORMS INC CL A | $23.77万 | 0.01% | 422 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $23.86万 | 0.01% | 798 | -81 | -9.2% | -$2.42万 | 减仓 |
| ABBV | ABBVIE INC COM | $24.01万 | 0.01% | 954 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $24.34万 | 0.01% | 4,768 | 4,768 | — | $24.34万 | 新建仓 |
| — | OVERLAY SHARES FOREIGN EQUITY ETF | $24.40万 | 0.01% | 7,700 | 7,700 | — | $24.40万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $24.42万 | 0.01% | 8,297 | 3,373 | 68.5% | $9.93万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $24.53万 | 0.01% | 500 | -100 | -16.7% | -$4.91万 | 减仓 |
| — | OVERLAY SHARES CORE BOND ETF | $24.98万 | 0.01% | 12,223 | 12,223 | — | $24.98万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $25.04万 | 0.01% | 1,033 | -276 | -21.1% | -$6.69万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $25.18万 | 0.01% | 4,605 | -430 | -8.5% | -$2.35万 | 减仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $25.43万 | 0.01% | 2,874 | 94 | 3.4% | $8,319 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $26.20万 | 0.02% | 3,252 | -936 | -22.3% | -$7.54万 | 减仓 |
| OVL | OVERLAY SHARES LARGE CAP EQUITY ETF | $26.69万 | 0.02% | 4,714 | 4,714 | — | $26.69万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $27.20万 | 0.02% | 1,071 | 78 | 7.9% | $1.98万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $27.96万 | 0.02% | 1,177 | -8 | -0.7% | -$1,900 | 减仓 |
| HPQ | HP INC COM | $28.08万 | 0.02% | 12,800 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $28.08万 | 0.02% | 3,285 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $28.20万 | 0.02% | 2,555 | -208 | -7.5% | -$2.30万 | 减仓 |
| RTX | RTX CORPORATION COM | $28.69万 | 0.02% | 1,512 | 1 | 0.1% | $190 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $29.17万 | 0.02% | 583 | 18 | 3.2% | $9,007 | 加仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $29.72万 | 0.02% | 3,257 | -609 | -15.8% | -$5.56万 | 减仓 |
| CSCO | CISCO SYS INC COM | $30.25万 | 0.02% | 2,575 | -14 | -0.5% | -$1,644 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $30.52万 | 0.02% | 12,211 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $31.32万 | 0.02% | 2,924 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $32.25万 | 0.02% | 2,439 | -65 | -2.6% | -$8,596 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $32.41万 | 0.02% | 2,440 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $33.07万 | 0.02% | 7,237 | -1,479 | -17.0% | -$6.76万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $33.33万 | 0.02% | 461 | -51 | -10.0% | -$3.69万 | 减仓 |
| ALL | ALLSTATE CORP COM | $35.45万 | 0.02% | 1,490 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $35.69万 | 0.02% | 3,151 | -190 | -5.7% | -$2.15万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $36.14万 | 0.02% | 491 | -84 | -14.6% | -$6.18万 | 减仓 |
| LLY | ELI LILLY & CO COM | $36.94万 | 0.02% | 308 | -16 | -4.9% | -$1.92万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $37.17万 | 0.02% | 1,237 | 101 | 8.9% | $3.03万 | 加仓 |
| — | NUVEEN ESG DIVIDEND ETF | $37.78万 | 0.02% | 11,606 | -100 | -0.9% | -$3,255 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $38.36万 | 0.02% | 2,806 | 2,806 | — | $38.36万 | 新建仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $39.13万 | 0.02% | 3,806 | -62 | -1.6% | -$6,374 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $39.79万 | 0.02% | 6,666 | -6,212 | -48.2% | -$37.08万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $40.28万 | 0.02% | 1,927 | -30 | -1.5% | -$6,271 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $40.90万 | 0.02% | 17,667 | 2,153 | 13.9% | $4.98万 | 加仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $41.16万 | 0.02% | 5,644 | 200 | 3.7% | $1.46万 | 加仓 |
| OKTA | OKTA INC CL A | $42.97万 | 0.02% | 3,149 | -351 | -10.0% | -$4.79万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $43.16万 | 0.02% | 2,948 | -4,792 | -61.9% | -$70.16万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $44.16万 | 0.03% | 7,587 | 4,106 | 118.0% | $23.90万 | 加仓 |
| AVGO | BROADCOM INC COM | $44.16万 | 0.03% | 1,169 | -75 | -6.0% | -$2.83万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $46.13万 | 0.03% | 6,475 | 1,227 | 23.4% | $8.74万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $46.32万 | 0.03% | 8,196 | -11,090 | -57.5% | -$62.68万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $48.10万 | 0.03% | 4,860 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $48.48万 | 0.03% | 4,056 | -392 | -8.8% | -$4.69万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $51.08万 | 0.03% | 1,459 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $51.29万 | 0.03% | 1,495 | 363 | 32.1% | $12.45万 | 加仓 |
| — | OVERLAY SHARES SHORT TERM BOND ETF | $51.31万 | 0.03% | 23,510 | 23,510 | — | $51.31万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $51.52万 | 0.03% | 1,832 | 14 | 0.8% | $3,937 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $54.06万 | 0.03% | 6,526 | 550 | 9.2% | $4.56万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $55.36万 | 0.03% | 806 | -69 | -7.9% | -$4.74万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $56.74万 | 0.03% | 1,987 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $57.74万 | 0.03% | 12,800 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $57.84万 | 0.03% | 1,637 | -45 | -2.7% | -$1.59万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $60.04万 | 0.03% | 1,680 | -41 | -2.4% | -$1.47万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $62.65万 | 0.04% | 8,125 | 50 | 0.6% | $3,856 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $65.48万 | 0.04% | 1,904 | -90 | -4.5% | -$3.10万 | 减仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $66.79万 | 0.04% | 13,310 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $67.55万 | 0.04% | 575 | 8 | 1.4% | $9,399 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $71.16万 | 0.04% | 9,694 | 1,273 | 15.1% | $9.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $79.67万 | 0.05% | 2,434 | -4 | -0.2% | -$1,309 | 减仓 |
| GE | GE AEROSPACE COM NEW | $90.44万 | 0.05% | 2,420 | 34 | 1.4% | $1.27万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $91.99万 | 0.05% | 2,486 | 18 | 0.7% | $6,661 | 加仓 |
| MSFT | MICROSOFT CORP COM | $98.63万 | 0.06% | 2,644 | -59 | -2.2% | -$2.20万 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $98.88万 | 0.06% | 17,154 | 5,544 | 47.8% | $31.96万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $100.81万 | 0.06% | 1,350 | 65 | 5.1% | $4.85万 | 加仓 |
| AMZN | AMAZON COM INC COM | $102.13万 | 0.06% | 4,285 | 223 | 5.5% | $5.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $102.42万 | 0.06% | 5,119 | -228 | -4.3% | -$4.56万 | 减仓 |
| AAPL | APPLE INC COM | $123.83万 | 0.07% | 4,279 | -103 | -2.4% | -$2.98万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $130.74万 | 0.08% | 53,016 | 1,513 | 2.9% | $3.73万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $142.27万 | 0.08% | 58,937 | -16,341 | -21.7% | -$39.45万 | 减仓 |