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 |
|---|---|---|---|---|---|---|---|---|
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $22.58万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $22.31万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $21.54万 | 0.01% | 792 | -7 | -0.9% | -$1,904 | 减仓 |
| 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 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,606 | -100.0% | -$44.21万 | 清仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $0 | 0.00% | 0 | -1,399 | -100.0% | -$19.78万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW COM | $0 | 0.00% | 0 | -2,982 | -100.0% | -$19.71万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -2,437 | -100.0% | -$19.36万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -3,718 | -100.0% | -$18.36万 | 清仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $0 | 0.00% | 0 | -1,361 | -100.0% | -$18.33万 | 清仓 |
| DTE | DTE ENERGY CO COM | $0 | 0.00% | 0 | -1,214 | -100.0% | -$17.75万 | 清仓 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | -3,620 | -100.0% | -$17.75万 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -1,910 | -100.0% | -$17.74万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -3,780 | -100.0% | -$17.35万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -1,707 | -100.0% | -$16.29万 | 清仓 |
| TJX | TJX COS INC NEW COM | $0 | 0.00% | 0 | -1,002 | -100.0% | -$16.00万 | 清仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1,202 | -100.0% | -$15.97万 | 清仓 |
| SHEL | SHELL PLC SPON ADS | $0 | 0.00% | 0 | -1,700 | -100.0% | -$15.81万 | 清仓 |
| WFC | WELLS FARGO & CO COM | $0 | 0.00% | 0 | -1,971 | -100.0% | -$15.69万 | 清仓 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -857 | -100.0% | -$15.63万 | 清仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1,854 | -100.0% | -$15.20万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -1,800 | -100.0% | -$15.07万 | 清仓 |
| TPR | TAPESTRY INC COM | $0 | 0.00% | 0 | -1,050 | -100.0% | -$14.82万 | 清仓 |
| — | GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $0 | 0.00% | 0 | -3,961 | -100.0% | -$14.61万 | 清仓 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | -1,980 | -100.0% | -$14.41万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,075 | -100.0% | -$14.19万 | 清仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $0 | 0.00% | 0 | -2,100 | -100.0% | -$13.66万 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -2,228 | -100.0% | -$13.65万 | 清仓 |
| PG | PROCTER & GAMBLE CO COM | $0 | 0.00% | 0 | -940 | -100.0% | -$13.58万 | 清仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $0 | 0.00% | 0 | -900 | -100.0% | -$13.33万 | 清仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $0 | 0.00% | 0 | -1,045 | -100.0% | -$12.99万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -458 | -100.0% | -$12.79万 | 清仓 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | -422 | -100.0% | -$12.76万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $0 | 0.00% | 0 | -371 | -100.0% | -$12.54万 | 清仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $0 | 0.00% | 0 | -1,344 | -100.0% | -$12.53万 | 清仓 |
| FE | FIRSTENERGY CORP COM | $0 | 0.00% | 0 | -2,473 | -100.0% | -$12.53万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $0 | 0.00% | 0 | -125 | -100.0% | -$12.46万 | 清仓 |
| ED | CONSOLIDATED EDISON INC COM | $0 | 0.00% | 0 | -1,100 | -100.0% | -$12.45万 | 清仓 |
| CAT | CATERPILLAR INC COM | $0 | 0.00% | 0 | -174 | -100.0% | -$12.33万 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1,113 | -100.0% | -$12.13万 | 清仓 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | -384 | -100.0% | -$11.93万 | 清仓 |
| CVX | CHEVRON CORPORATION COM | $0 | 0.00% | 0 | -569 | -100.0% | -$11.77万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $0 | 0.00% | 0 | -2,700 | -100.0% | -$11.37万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -2,261 | -100.0% | -$11.35万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -1,589 | -100.0% | -$11.15万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -225 | -100.0% | -$11.06万 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -113 | -100.0% | -$10.87万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -744 | -100.0% | -$10.81万 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -479 | -100.0% | -$10.76万 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -709 | -100.0% | -$10.73万 | 清仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $0 | 0.00% | 0 | -2,110 | -100.0% | -$10.72万 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -400 | -100.0% | -$10.67万 | 清仓 |
| CSX | CSX CORP COM | $0 | 0.00% | 0 | -2,581 | -100.0% | -$10.59万 | 清仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | -570 | -100.0% | -$10.34万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -780 | -100.0% | -$10.21万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -1,353 | -100.0% | -$10.06万 | 清仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -936 | -100.0% | -$9.94万 | 清仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $0 | 0.00% | 0 | -1,747 | -100.0% | -$9.88万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$9.71万 | 清仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $0 | 0.00% | 0 | -905 | -100.0% | -$9.65万 | 清仓 |
| MCO | MOODYS CORP COM | $0 | 0.00% | 0 | -217 | -100.0% | -$9.47万 | 清仓 |
| MTZ | MASTEC INC COM | $0 | 0.00% | 0 | -288 | -100.0% | -$9.27万 | 清仓 |
| WM | WASTE MGMT INC DEL COM | $0 | 0.00% | 0 | -392 | -100.0% | -$9.01万 | 清仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $0 | 0.00% | 0 | -1,061 | -100.0% | -$8.97万 | 清仓 |
| APH | AMPHENOL CORP CL A | $0 | 0.00% | 0 | -707 | -100.0% | -$8.93万 | 清仓 |
| SO | SOUTHERN CO COM | $0 | 0.00% | 0 | -920 | -100.0% | -$8.88万 | 清仓 |
| SYK | STRYKER CORPORATION COM | $0 | 0.00% | 0 | -270 | -100.0% | -$8.87万 | 清仓 |
| NFLX | NETFLIX INC. COM | $0 | 0.00% | 0 | -920 | -100.0% | -$8.85万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -251 | -100.0% | -$8.66万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -1,400 | -100.0% | -$8.59万 | 清仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $0 | 0.00% | 0 | -450 | -100.0% | -$8.49万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -905 | -100.0% | -$8.35万 | 清仓 |
| VAW | VANGUARD MATERIALS ETF | $0 | 0.00% | 0 | -366 | -100.0% | -$8.25万 | 清仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8.06万 | 清仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $0 | 0.00% | 0 | -1,014 | -100.0% | -$8.02万 | 清仓 |
| GLW | CORNING INC COM | $0 | 0.00% | 0 | -580 | -100.0% | -$7.89万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -2,711 | -100.0% | -$7.86万 | 清仓 |
| ADI | ANALOG DEVICES INC COM | $0 | 0.00% | 0 | -245 | -100.0% | -$7.79万 | 清仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,318 | -100.0% | -$7.77万 | 清仓 |
| PH | PARKER-HANNIFIN CORP COM | $0 | 0.00% | 0 | -86 | -100.0% | -$7.70万 | 清仓 |
| MRK | MERCK & CO INC COM | $0 | 0.00% | 0 | -636 | -100.0% | -$7.65万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -323 | -100.0% | -$7.63万 | 清仓 |
| FOXA | FOX CORP CL A COM | $0 | 0.00% | 0 | -1,300 | -100.0% | -$7.59万 | 清仓 |
| BAC | BANK OF AMER CORP COM | $0 | 0.00% | 0 | -1,550 | -100.0% | -$7.56万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | -259 | -100.0% | -$7.43万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -171 | -100.0% | -$7.42万 | 清仓 |
| MPC | MARATHON PETE CORP COM | $0 | 0.00% | 0 | -300 | -100.0% | -$7.33万 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -497 | -100.0% | -$7.31万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | -267 | -100.0% | -$7.22万 | 清仓 |
| STT | STATE STR CORP COM | $0 | 0.00% | 0 | -571 | -100.0% | -$7.22万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $0 | 0.00% | 0 | -288 | -100.0% | -$7.17万 | 清仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $0 | 0.00% | 0 | -1,500 | -100.0% | -$6.96万 | 清仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -1,020 | -100.0% | -$6.93万 | 清仓 |
| KO | COCA COLA CO COM | $0 | 0.00% | 0 | -892 | -100.0% | -$6.78万 | 清仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $0 | 0.00% | 0 | -902 | -100.0% | -$6.78万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $0 | 0.00% | 0 | -333 | -100.0% | -$6.77万 | 清仓 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -573 | -100.0% | -$6.59万 | 清仓 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | -495 | -100.0% | -$6.49万 | 清仓 |
| CPRT | COPART INC COM | $0 | 0.00% | 0 | -1,928 | -100.0% | -$6.40万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -93 | -100.0% | -$6.34万 | 清仓 |