True Link Financial Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001846236
$16.19亿2026Q1 申报市值
418持仓数
87.2%前十大占比 · 第一大 25.5%
307 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFCF 加仓+$2,379.89万
IAGG 加仓+$1,188.97万
BIV 加仓+$1,020.53万
BSV 加仓+$728.59万
DFAE 加仓+$136.19万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$4,193.15万
IVV 减仓-$1,480.30万
ITOT 减仓-$480.52万
VGIT 清仓-$428.16万
ICSH 清仓-$207.22万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DTM | DT MIDSTREAM INC COMMON STOCK | $18.33万 | 0.01% | 1,361 | -520 | -27.6% | -$7.00万 | 减仓 |
| GWW | WW GRAINGER INC COM | $17.89万 | 0.01% | 164 | 164 | — | $17.89万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $17.75万 | 0.01% | 1,214 | -595 | -32.9% | -$8.70万 | 减仓 |
| EXC | EXELON CORP COM | $17.75万 | 0.01% | 3,620 | 3,620 | — | $17.75万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $17.74万 | 0.01% | 1,910 | 1,910 | — | $17.74万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $17.50万 | 0.01% | 512 | 512 | — | $17.50万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $17.35万 | 0.01% | 3,780 | 3,780 | — | $17.35万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $16.29万 | 0.01% | 1,707 | 1,707 | — | $16.29万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $16.00万 | 0.01% | 1,002 | 1,002 | — | $16.00万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $15.97万 | 0.01% | 1,202 | -382 | -24.1% | -$5.08万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $15.81万 | 0.01% | 1,700 | 1,700 | — | $15.81万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $15.69万 | 0.01% | 1,971 | -397 | -16.8% | -$3.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $15.63万 | 0.01% | 857 | -203 | -19.2% | -$3.70万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $15.20万 | 0.01% | 1,854 | 1,854 | — | $15.20万 | 新建仓 |
| CTVA | CORTEVA INC COM | $15.07万 | 0.01% | 1,800 | 1,800 | — | $15.07万 | 新建仓 |
| TPR | TAPESTRY INC COM | $14.82万 | 0.01% | 1,050 | 1,050 | — | $14.82万 | 新建仓 |
| — | GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $14.61万 | 0.01% | 3,961 | 3,961 | — | $14.61万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $14.41万 | 0.01% | 330 | 330 | — | $14.41万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $14.19万 | 0.01% | 1,075 | 1,075 | — | $14.19万 | 新建仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $13.66万 | 0.01% | 2,100 | 2,100 | — | $13.66万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $13.65万 | 0.01% | 2,228 | 2,228 | — | $13.65万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $13.58万 | 0.01% | 940 | -706 | -42.9% | -$10.20万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $13.33万 | 0.01% | 900 | 900 | — | $13.33万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $12.99万 | 0.01% | 1,045 | -2,656 | -71.8% | -$33.02万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $12.79万 | 0.01% | 458 | 458 | — | $12.79万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $12.76万 | 0.01% | 422 | 422 | — | $12.76万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $12.63万 | 0.01% | 4,924 | 4,924 | — | $12.63万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $12.54万 | 0.01% | 371 | 371 | — | $12.54万 | 新建仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $12.53万 | 0.01% | 1,344 | 1,344 | — | $12.53万 | 新建仓 |
| FE | FIRSTENERGY CORP COM | $12.53万 | 0.01% | 2,473 | 2,473 | — | $12.53万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $12.46万 | 0.01% | 125 | -129 | -50.8% | -$12.85万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $12.45万 | 0.01% | 1,100 | 1,100 | — | $12.45万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $12.33万 | 0.01% | 174 | 174 | — | $12.33万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $12.13万 | 0.01% | 1,113 | 1,113 | — | $12.13万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $11.93万 | 0.01% | 384 | 384 | — | $11.93万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $11.77万 | 0.01% | 569 | 569 | — | $11.77万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $11.37万 | 0.01% | 2,700 | 2,700 | — | $11.37万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $11.35万 | 0.01% | 2,261 | 2,261 | — | $11.35万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $11.15万 | 0.01% | 1,589 | 1,589 | — | $11.15万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $11.06万 | 0.01% | 225 | 225 | — | $11.06万 | 新建仓 |
| BLK | BLACKROCK INC COM | $10.87万 | 0.01% | 113 | 113 | — | $10.87万 | 新建仓 |
| MMM | 3M CO COM | $10.81万 | 0.01% | 744 | 744 | — | $10.81万 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $10.76万 | 0.01% | 479 | 479 | — | $10.76万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $10.73万 | 0.01% | 709 | 709 | — | $10.73万 | 新建仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $10.72万 | 0.01% | 2,110 | 2,110 | — | $10.72万 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $10.67万 | 0.01% | 400 | 400 | — | $10.67万 | 新建仓 |
| CSX | CSX CORP COM | $10.59万 | 0.01% | 2,581 | 2,581 | — | $10.59万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $10.34万 | 0.01% | 570 | 570 | — | $10.34万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $10.21万 | 0.01% | 780 | 780 | — | $10.21万 | 新建仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $10.06万 | 0.01% | 1,353 | 1,353 | — | $10.06万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $9.94万 | 0.01% | 936 | 936 | — | $9.94万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9.88万 | 0.01% | 1,747 | 1,747 | — | $9.88万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $9.71万 | 0.01% | 1,200 | 1,200 | — | $9.71万 | 新建仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $9.65万 | 0.01% | 905 | 905 | — | $9.65万 | 新建仓 |
| MCO | MOODYS CORP COM | $9.47万 | 0.01% | 217 | 217 | — | $9.47万 | 新建仓 |
| MTZ | MASTEC INC COM | $9.27万 | 0.01% | 288 | 288 | — | $9.27万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $9.01万 | 0.01% | 392 | 392 | — | $9.01万 | 新建仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $8.97万 | 0.01% | 1,061 | 1,061 | — | $8.97万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $8.93万 | 0.01% | 707 | 707 | — | $8.93万 | 新建仓 |
| SO | SOUTHERN CO COM | $8.88万 | 0.01% | 920 | 920 | — | $8.88万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $8.87万 | 0.01% | 270 | 270 | — | $8.87万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $8.85万 | 0.01% | 920 | 920 | — | $8.85万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $8.66万 | 0.01% | 251 | 251 | — | $8.66万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $8.59万 | 0.01% | 1,400 | 1,400 | — | $8.59万 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $8.49万 | 0.01% | 450 | 450 | — | $8.49万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $8.35万 | 0.01% | 905 | 905 | — | $8.35万 | 新建仓 |
| VAW | VANGUARD MATERIALS ETF | $8.25万 | 0.01% | 366 | 366 | — | $8.25万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $8.06万 | 0.00% | 1,000 | 1,000 | — | $8.06万 | 新建仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $8.02万 | 0.00% | 1,014 | 1,014 | — | $8.02万 | 新建仓 |
| GLW | CORNING INC COM | $7.89万 | 0.00% | 580 | 580 | — | $7.89万 | 新建仓 |
| T | AT&T INC COM | $7.86万 | 0.00% | 2,711 | 2,711 | — | $7.86万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $7.79万 | 0.00% | 245 | 245 | — | $7.79万 | 新建仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $7.77万 | 0.00% | 2,318 | -54,661 | -95.9% | -$183.30万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $7.70万 | 0.00% | 86 | 86 | — | $7.70万 | 新建仓 |
| MRK | MERCK & CO INC COM | $7.65万 | 0.00% | 636 | 636 | — | $7.65万 | 新建仓 |
| LOW | LOWES COS INC COM | $7.63万 | 0.00% | 323 | 323 | — | $7.63万 | 新建仓 |
| FOXA | FOX CORP CL A COM | $7.59万 | 0.00% | 1,300 | 1,300 | — | $7.59万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $7.56万 | 0.00% | 1,550 | 1,550 | — | $7.56万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $7.43万 | 0.00% | 259 | 259 | — | $7.43万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $7.42万 | 0.00% | 171 | 171 | — | $7.42万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $7.33万 | 0.00% | 300 | 300 | — | $7.33万 | 新建仓 |
| ORCL | ORACLE CORP COM | $7.31万 | 0.00% | 497 | 497 | — | $7.31万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $7.22万 | 0.00% | 267 | 267 | — | $7.22万 | 新建仓 |
| STT | STATE STR CORP COM | $7.22万 | 0.00% | 571 | 571 | — | $7.22万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $7.17万 | 0.00% | 288 | 288 | — | $7.17万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $6.96万 | 0.00% | 1,500 | 1,500 | — | $6.96万 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $6.93万 | 0.00% | 170 | 170 | — | $6.93万 | 新建仓 |
| KO | COCA COLA CO COM | $6.78万 | 0.00% | 892 | 892 | — | $6.78万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $6.78万 | 0.00% | 902 | 902 | — | $6.78万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $6.77万 | 0.00% | 333 | 333 | — | $6.77万 | 新建仓 |
| BX | BLACKSTONE INC COM | $6.59万 | 0.00% | 573 | 573 | — | $6.59万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $6.49万 | 0.00% | 495 | 495 | — | $6.49万 | 新建仓 |
| CPRT | COPART INC COM | $6.40万 | 0.00% | 1,928 | 1,928 | — | $6.40万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $6.34万 | 0.00% | 93 | 93 | — | $6.34万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $6.17万 | 0.00% | 145 | 145 | — | $6.17万 | 新建仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $6.14万 | 0.00% | 491 | 491 | — | $6.14万 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $6.12万 | 0.00% | 332 | 332 | — | $6.12万 | 新建仓 |
| LIN | LINDE PLC SHS | $6.05万 | 0.00% | 122 | 122 | — | $6.05万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $6.04万 | 0.00% | 213 | 213 | — | $6.04万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $6.01万 | 0.00% | 266 | 266 | — | $6.01万 | 新建仓 |