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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB U.S. MID-CAP ETF | $5.74万 | 0.00% | 1,855 | 1,855 | — | $5.74万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $5.50万 | 0.00% | 65 | 65 | — | $5.50万 | 新建仓 |
| HD | HOME DEPOT INC COM | $5.49万 | 0.00% | 167 | 167 | — | $5.49万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $5.49万 | 0.00% | 1,450 | 1,450 | — | $5.49万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $5.38万 | 0.00% | 465 | 465 | — | $5.38万 | 新建仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $5.30万 | 0.00% | 400 | 400 | — | $5.30万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $5.30万 | 0.00% | 380 | 380 | — | $5.30万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $5.21万 | 0.00% | 136 | 136 | — | $5.21万 | 新建仓 |
| EIX | EDISON INTL COM | $5.12万 | 0.00% | 700 | 700 | — | $5.12万 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD | $5.11万 | 0.00% | 259 | 259 | — | $5.11万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5.04万 | 0.00% | 270 | 270 | — | $5.04万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.93万 | 0.00% | 693 | 693 | — | $4.93万 | 新建仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $4.90万 | 0.00% | 162 | 162 | — | $4.90万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $4.89万 | 0.00% | 486 | 486 | — | $4.89万 | 新建仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $4.86万 | 0.00% | 410 | 410 | — | $4.86万 | 新建仓 |
| EVRG | EVERGY INC COM | $4.83万 | 0.00% | 590 | 590 | — | $4.83万 | 新建仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $4.82万 | 0.00% | 1,092 | 1,092 | — | $4.82万 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $4.78万 | 0.00% | 763 | 763 | — | $4.78万 | 新建仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $4.77万 | 0.00% | 993 | -3,931 | -79.8% | -$18.88万 | 减仓 |
| CHE | CHEMED CORP NEW COM | $4.61万 | 0.00% | 122 | 122 | — | $4.61万 | 新建仓 |
| COR | CENCORA INC COM | $4.46万 | 0.00% | 142 | 142 | — | $4.46万 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $4.41万 | 0.00% | 400 | 400 | — | $4.41万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $4.39万 | 0.00% | 274 | 274 | — | $4.39万 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $4.31万 | 0.00% | 467 | 467 | — | $4.31万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $4.23万 | 0.00% | 269 | 269 | — | $4.23万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.20万 | 0.00% | 1,367 | -52,894 | -97.5% | -$162.33万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $4.19万 | 0.00% | 881 | 881 | — | $4.19万 | 新建仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $4.16万 | 0.00% | 407 | 407 | — | $4.16万 | 新建仓 |
| ADBE | ADOBE INC COM | $4.16万 | 0.00% | 171 | 171 | — | $4.16万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.13万 | 0.00% | 315 | 315 | — | $4.13万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $4.09万 | 0.00% | 400 | 400 | — | $4.09万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $4.08万 | 0.00% | 437 | 437 | — | $4.08万 | 新建仓 |
| MBB | ISHARES MBS ETF | $4.04万 | 0.00% | 425 | 425 | — | $4.04万 | 新建仓 |
| DHI | D R HORTON INC COM | $3.91万 | 0.00% | 285 | 285 | — | $3.91万 | 新建仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $3.89万 | 0.00% | 1,000 | 1,000 | — | $3.89万 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $3.88万 | 0.00% | 345 | 345 | — | $3.88万 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $3.83万 | 0.00% | 81 | 81 | — | $3.83万 | 新建仓 |
| MOG/A | MOOG INC CL A | $3.80万 | 0.00% | 130 | 130 | — | $3.80万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $3.77万 | 0.00% | 270 | 270 | — | $3.77万 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $3.73万 | 0.00% | 237 | 237 | — | $3.73万 | 新建仓 |
| BA | BOEING CO COM | $3.68万 | 0.00% | 185 | 185 | — | $3.68万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $3.66万 | 0.00% | 85 | 85 | — | $3.66万 | 新建仓 |
| CRM | SALESFORCE INC COM | $3.64万 | 0.00% | 195 | 195 | — | $3.64万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $3.63万 | 0.00% | 524 | 524 | — | $3.63万 | 新建仓 |
| DCI | DONALDSON INC COM | $3.62万 | 0.00% | 426 | 426 | — | $3.62万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $3.48万 | 0.00% | 270 | 270 | — | $3.48万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $3.43万 | 0.00% | 433 | 433 | — | $3.43万 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $3.36万 | 0.00% | 197 | 197 | — | $3.36万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $3.35万 | 0.00% | 157 | 157 | — | $3.35万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3.30万 | 0.00% | 455 | 455 | — | $3.30万 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $3.29万 | 0.00% | 101 | 101 | — | $3.29万 | 新建仓 |
| ORI | OLD REP INTL CORP COM | $3.27万 | 0.00% | 820 | 820 | — | $3.27万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $3.25万 | 0.00% | 337 | 337 | — | $3.25万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $3.24万 | 0.00% | 517 | 517 | — | $3.24万 | 新建仓 |
| EQT | EQT CORP COM | $3.18万 | 0.00% | 500 | 500 | — | $3.18万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $3.14万 | 0.00% | 190 | 190 | — | $3.14万 | 新建仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.13万 | 0.00% | 322 | 322 | — | $3.13万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $3.07万 | 0.00% | 1,071 | 1,071 | — | $3.07万 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $2.98万 | 0.00% | 203 | 203 | — | $2.98万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $2.93万 | 0.00% | 82 | 82 | — | $2.93万 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $2.91万 | 0.00% | 400 | 400 | — | $2.91万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.87万 | 0.00% | 323 | 323 | — | $2.87万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.79万 | 0.00% | 132 | -1,381 | -91.3% | -$29.16万 | 重新持有 |
| OKE | ONEOK INC NEW COM | $2.71万 | 0.00% | 300 | 300 | — | $2.71万 | 新建仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $2.71万 | 0.00% | 416 | 416 | — | $2.71万 | 新建仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2.70万 | 0.00% | 239 | -17,315 | -98.6% | -$195.85万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $2.69万 | 0.00% | 1,072 | 1,072 | — | $2.69万 | 新建仓 |
| MTB | M & T BK CORP COM | $2.69万 | 0.00% | 130 | 130 | — | $2.69万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2.58万 | 0.00% | 1,042 | 1,042 | — | $2.58万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $2.49万 | 0.00% | 460 | 460 | — | $2.49万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $2.47万 | 0.00% | 680 | 680 | — | $2.47万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.45万 | 0.00% | 180 | 180 | — | $2.45万 | 新建仓 |
| VFH | VANGUARD FINANCIALS ETF | $2.42万 | 0.00% | 200 | 200 | — | $2.42万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $2.34万 | 0.00% | 185 | 185 | — | $2.34万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2.30万 | 0.00% | 157 | 157 | — | $2.30万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $2.28万 | 0.00% | 263 | 263 | — | $2.28万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $2.23万 | 0.00% | 360 | 360 | — | $2.23万 | 新建仓 |
| YUM | YUM BRANDS INC COM | $2.21万 | 0.00% | 142 | 142 | — | $2.21万 | 新建仓 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $2.13万 | 0.00% | 281 | 281 | — | $2.13万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2.11万 | 0.00% | 1,350 | 1,350 | — | $2.11万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2.10万 | 0.00% | 72 | 72 | — | $2.10万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $2.09万 | 0.00% | 72 | 72 | — | $2.09万 | 新建仓 |
| VREX | VAREX IMAGING CORP COM | $2.04万 | 0.00% | 1,920 | 1,920 | — | $2.04万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1.97万 | 0.00% | 210 | 210 | — | $1.97万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.92万 | 0.00% | 119 | 119 | — | $1.92万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.87万 | 0.00% | 90 | 90 | — | $1.87万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.86万 | 0.00% | 57 | 57 | — | $1.86万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $1.85万 | 0.00% | 163 | 163 | — | $1.85万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.79万 | 0.00% | 43 | 43 | — | $1.79万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $1.77万 | 0.00% | 91 | 91 | — | $1.77万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $1.72万 | 0.00% | 498 | 498 | — | $1.72万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $1.71万 | 0.00% | 167 | 167 | — | $1.71万 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $1.70万 | 0.00% | 25 | 25 | — | $1.70万 | 新建仓 |
| AFL | AFLAC INC COM | $1.68万 | 0.00% | 153 | 153 | — | $1.68万 | 新建仓 |
| — | CHART INDS INC COM | $1.61万 | 0.00% | 78 | 78 | — | $1.61万 | 新建仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $1.61万 | 0.00% | 129 | 129 | — | $1.61万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $1.60万 | 0.00% | 45 | -655 | -93.6% | -$23.35万 | 重新持有 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.60万 | 0.00% | 172 | 172 | — | $1.60万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.58万 | 0.00% | 78 | 78 | — | $1.58万 | 新建仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.58万 | 0.00% | 200 | 200 | — | $1.58万 | 新建仓 |