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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.49万 | 0.00% | 512 | 512 | — | $1.49万 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $1.47万 | 0.00% | 162 | 162 | — | $1.47万 | 新建仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1.47万 | 0.00% | 319 | 319 | — | $1.47万 | 新建仓 |
| PFE | PFIZER INC COM | $1.43万 | 0.00% | 508 | 508 | — | $1.43万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.41万 | 0.00% | 429 | 429 | — | $1.41万 | 新建仓 |
| SRE | SEMPRA COM | $1.41万 | 0.00% | 145 | 145 | — | $1.41万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.39万 | 0.00% | 456 | 456 | — | $1.39万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO COM | $1.38万 | 0.00% | 1,099 | 1,099 | — | $1.38万 | 新建仓 |
| EXP | EAGLE MATLS INC COM | $1.36万 | 0.00% | 72 | 72 | — | $1.36万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.36万 | 0.00% | 65 | 65 | — | $1.36万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1.32万 | 0.00% | 10 | 10 | — | $1.32万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.31万 | 0.00% | 68 | 68 | — | $1.31万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.28万 | 0.00% | 142 | 142 | — | $1.28万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $1.28万 | 0.00% | 1,041 | 1,041 | — | $1.28万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.28万 | 0.00% | 137 | 137 | — | $1.28万 | 新建仓 |
| SAP | SAP SE SPON ADR | $1.23万 | 0.00% | 72 | 72 | — | $1.23万 | 新建仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $1.21万 | 0.00% | 243 | 243 | — | $1.21万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $1.15万 | 0.00% | 185 | 185 | — | $1.15万 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $1.10万 | 0.00% | 54 | 54 | — | $1.10万 | 新建仓 |
| SYY | SYSCO CORP COM | $1.07万 | 0.00% | 150 | 150 | — | $1.07万 | 新建仓 |
| PPG | PPG INDS INC COM | $1.07万 | 0.00% | 100 | 100 | — | $1.07万 | 新建仓 |
| VB | VANGUARD SMALL-CAP ETF | $1.05万 | 0.00% | 40 | 40 | — | $1.05万 | 新建仓 |
| GM | GENERAL MTRS CO COM | $1.04万 | 0.00% | 139 | 139 | — | $1.04万 | 新建仓 |
| PEP | PEPSICO INC COM | $1.01万 | 0.00% | 65 | -2,052 | -96.9% | -$31.87万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $9,994 | 0.00% | 46 | 46 | — | $9,994 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $9,462 | 0.00% | 13 | 13 | — | $9,462 | 新建仓 |
| CME | CME GROUP INC COM | $9,451 | 0.00% | 32 | 32 | — | $9,451 | 新建仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $9,393 | 0.00% | 100 | 100 | — | $9,393 | 新建仓 |
| WAT | WATERS CORP COM | $9,232 | 0.00% | 31 | 31 | — | $9,232 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $9,024 | 0.00% | 800 | 800 | — | $9,024 | 新建仓 |
| AOS | SMITH A O CORP COM | $8,902 | 0.00% | 135 | 135 | — | $8,902 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $8,880 | 0.00% | 62 | 62 | — | $8,880 | 新建仓 |
| UBS | UBS GROUP AG SHS | $8,439 | 0.00% | 216 | 216 | — | $8,439 | 新建仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $8,350 | 0.00% | 129 | 129 | — | $8,350 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $8,233 | 0.00% | 105 | 105 | — | $8,233 | 新建仓 |
| CCJ | CAMECO CORP COM | $8,146 | 0.00% | 75 | 75 | — | $8,146 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8,016 | 0.00% | 55 | 55 | — | $8,016 | 新建仓 |
| CMI | CUMMINS INC COM | $7,532 | 0.00% | 14 | 14 | — | $7,532 | 新建仓 |
| CI | THE CIGNA GROUP COM | $7,469 | 0.00% | 28 | 28 | — | $7,469 | 新建仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $7,462 | 0.00% | 67 | 67 | — | $7,462 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $7,314 | 0.00% | 100 | 100 | — | $7,314 | 新建仓 |
| FDX | FEDEX CORP COM | $7,124 | 0.00% | 20 | 20 | — | $7,124 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $6,416 | 0.00% | 27 | 27 | — | $6,416 | 新建仓 |
| FN | FABRINET SHS | $6,258 | 0.00% | 12 | 12 | — | $6,258 | 新建仓 |
| NKE | NIKE INC CL B | $6,233 | 0.00% | 118 | 118 | — | $6,233 | 新建仓 |
| RL | RALPH LAUREN CORP CL A | $6,192 | 0.00% | 18 | 18 | — | $6,192 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $6,115 | 0.00% | 142 | 142 | — | $6,115 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $6,050 | 0.00% | 51 | 51 | — | $6,050 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $5,925 | 0.00% | 70 | 70 | — | $5,925 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $5,878 | 0.00% | 100 | 100 | — | $5,878 | 新建仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $5,725 | 0.00% | 160 | 160 | — | $5,725 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $5,713 | 0.00% | 270 | 270 | — | $5,713 | 新建仓 |
| SNEX | STONEX GROUP INC COM | $5,646 | 0.00% | 70 | 70 | — | $5,646 | 新建仓 |
| JLL | JONES LANG LASALLE INC COM | $5,478 | 0.00% | 18 | 18 | — | $5,478 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5,459 | 0.00% | 90 | 90 | — | $5,459 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,328 | 0.00% | 94 | 94 | — | $5,328 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $5,319 | 0.00% | 14 | 14 | — | $5,319 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $5,255 | 0.00% | 142 | 142 | — | $5,255 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $5,250 | 0.00% | 200 | 200 | — | $5,250 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $5,244 | 0.00% | 467 | 467 | — | $5,244 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $5,243 | 0.00% | 95 | 95 | — | $5,243 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $5,189 | 0.00% | 21 | 21 | — | $5,189 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $5,130 | 0.00% | 82 | 82 | — | $5,130 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $5,127 | 0.00% | 90 | 90 | — | $5,127 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $4,946 | 0.00% | 19 | 19 | — | $4,946 | 新建仓 |
| TGT | TARGET CORP COM | $4,848 | 0.00% | 40 | 40 | — | $4,848 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $4,642 | 0.00% | 126 | 126 | — | $4,642 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $4,610 | 0.00% | 10 | 10 | — | $4,610 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4,587 | 0.00% | 912 | 912 | — | $4,587 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $4,575 | 0.00% | 30 | 30 | — | $4,575 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $4,566 | 0.00% | 33 | 33 | — | $4,566 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $4,537 | 0.00% | 55 | 55 | — | $4,537 | 新建仓 |
| KLAC | KLA CORP COM NEW | $4,417 | 0.00% | 3 | 3 | — | $4,417 | 新建仓 |
| EOG | EOG RES INC COM | $4,193 | 0.00% | 29 | 29 | — | $4,193 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $4,093 | 0.00% | 63 | 63 | — | $4,093 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3,989 | 0.00% | 23 | 23 | — | $3,989 | 新建仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $3,988 | 0.00% | 304 | 304 | — | $3,988 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $3,973 | 0.00% | 145 | 145 | — | $3,973 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $3,942 | 0.00% | 10 | 10 | — | $3,942 | 新建仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $3,747 | 0.00% | 60 | 60 | — | $3,747 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $3,732 | 0.00% | 40 | 40 | — | $3,732 | 新建仓 |
| URI | UNITED RENTALS INC COM | $3,643 | 0.00% | 5 | 5 | — | $3,643 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $3,597 | 0.00% | 50 | 50 | — | $3,597 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,540 | 0.00% | 45 | 45 | — | $3,540 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,498 | 0.00% | 7 | 7 | — | $3,498 | 新建仓 |
| MCK | MCKESSON CORP COM | $3,461 | 0.00% | 4 | 4 | — | $3,461 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $3,387 | 0.00% | 130 | 130 | — | $3,387 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $3,265 | 0.00% | 50 | 50 | — | $3,265 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $3,244 | 0.00% | 180 | 180 | — | $3,244 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $3,094 | 0.00% | 71 | 71 | — | $3,094 | 新建仓 |
| RY | ROYAL BK CDA COM | $3,074 | 0.00% | 19 | 19 | — | $3,074 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,070 | 0.00% | 25 | 25 | — | $3,070 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN INM COM | $2,983 | 0.00% | 279 | 279 | — | $2,983 | 新建仓 |
| TSLA | TESLA INC COM | $2,974 | 0.00% | 8 | 8 | — | $2,974 | 新建仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $2,970 | 0.00% | 59 | 59 | — | $2,970 | 新建仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $2,966 | 0.00% | 25 | 25 | — | $2,966 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2,951 | 0.00% | 30 | 30 | — | $2,951 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,932 | 0.00% | 32 | 32 | — | $2,932 | 新建仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2,903 | 0.00% | 128 | 128 | — | $2,903 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $2,894 | 0.00% | 20 | 20 | — | $2,894 | 新建仓 |