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 |
|---|---|---|---|---|---|---|---|---|
| — | CHART INDS INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$1.61万 | 清仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$1.61万 | 清仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$1.60万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -172 | -100.0% | -$1.60万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$1.58万 | 清仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $0 | 0.00% | 0 | -200 | -100.0% | -$1.58万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -512 | -100.0% | -$1.49万 | 清仓 |
| TTE | TOTALENERGIES SE ACT | $0 | 0.00% | 0 | -162 | -100.0% | -$1.47万 | 清仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -319 | -100.0% | -$1.47万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -508 | -100.0% | -$1.43万 | 清仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -429 | -100.0% | -$1.41万 | 清仓 |
| SRE | SEMPRA COM | $0 | 0.00% | 0 | -145 | -100.0% | -$1.41万 | 清仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $0 | 0.00% | 0 | -456 | -100.0% | -$1.39万 | 清仓 |
| DXC | DXC TECHNOLOGY CO COM | $0 | 0.00% | 0 | -1,099 | -100.0% | -$1.38万 | 清仓 |
| EXP | EAGLE MATLS INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$1.36万 | 清仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | -65 | -100.0% | -$1.36万 | 清仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$1.32万 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -68 | -100.0% | -$1.31万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$1.28万 | 清仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $0 | 0.00% | 0 | -1,041 | -100.0% | -$1.28万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -137 | -100.0% | -$1.28万 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -72 | -100.0% | -$1.23万 | 清仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $0 | 0.00% | 0 | -243 | -100.0% | -$1.21万 | 清仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $0 | 0.00% | 0 | -185 | -100.0% | -$1.15万 | 清仓 |
| — | ELECTRONIC ARTS INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$1.10万 | 清仓 |
| SYY | SYSCO CORP COM | $0 | 0.00% | 0 | -150 | -100.0% | -$1.07万 | 清仓 |
| PPG | PPG INDS INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$1.07万 | 清仓 |
| VB | VANGUARD SMALL-CAP ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$1.05万 | 清仓 |
| GM | GENERAL MTRS CO COM | $0 | 0.00% | 0 | -139 | -100.0% | -$1.04万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$1.01万 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$9,994 | 清仓 |
| CASY | CASEYS GEN STORES INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$9,462 | 清仓 |
| CME | CME GROUP INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$9,451 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$9,393 | 清仓 |
| WAT | WATERS CORP COM | $0 | 0.00% | 0 | -31 | -100.0% | -$9,232 | 清仓 |
| SAN | BANCO SANTANDER SA ADR | $0 | 0.00% | 0 | -800 | -100.0% | -$9,024 | 清仓 |
| AOS | SMITH A O CORP COM | $0 | 0.00% | 0 | -135 | -100.0% | -$8,902 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$8,880 | 清仓 |
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | -216 | -100.0% | -$8,439 | 清仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$8,350 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$8,233 | 清仓 |
| CCJ | CAMECO CORP COM | $0 | 0.00% | 0 | -75 | -100.0% | -$8,146 | 清仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$8,016 | 清仓 |
| CMI | CUMMINS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$7,532 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$7,469 | 清仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $0 | 0.00% | 0 | -67 | -100.0% | -$7,462 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$7,314 | 清仓 |
| FDX | FEDEX CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$7,124 | 清仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$6,416 | 清仓 |
| FN | FABRINET SHS | $0 | 0.00% | 0 | -12 | -100.0% | -$6,258 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -118 | -100.0% | -$6,233 | 清仓 |
| RL | RALPH LAUREN CORP CL A | $0 | 0.00% | 0 | -18 | -100.0% | -$6,192 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -142 | -100.0% | -$6,115 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $0 | 0.00% | 0 | -51 | -100.0% | -$6,050 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $0 | 0.00% | 0 | -70 | -100.0% | -$5,925 | 清仓 |
| FCX | FREEPORT MCMORAN INC CL B | $0 | 0.00% | 0 | -100 | -100.0% | -$5,878 | 清仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $0 | 0.00% | 0 | -160 | -100.0% | -$5,725 | 清仓 |
| BCS | BARCLAYS PLC ADR | $0 | 0.00% | 0 | -270 | -100.0% | -$5,713 | 清仓 |
| SNEX | STONEX GROUP INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$5,646 | 清仓 |
| JLL | JONES LANG LASALLE INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$5,478 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $0 | 0.00% | 0 | -90 | -100.0% | -$5,459 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -94 | -100.0% | -$5,328 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$5,319 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $0 | 0.00% | 0 | -142 | -100.0% | -$5,255 | 清仓 |
| MTG | MGIC INVT CORP WIS COM | $0 | 0.00% | 0 | -200 | -100.0% | -$5,250 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $0 | 0.00% | 0 | -467 | -100.0% | -$5,244 | 清仓 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -95 | -100.0% | -$5,243 | 清仓 |
| VLO | VALERO ENERGY CORP COM | $0 | 0.00% | 0 | -21 | -100.0% | -$5,189 | 清仓 |
| COWZ | PACER US CASH COWS 100 ETF | $0 | 0.00% | 0 | -82 | -100.0% | -$5,130 | 清仓 |
| UL | UNILEVER PLC SPON ADR NEW | $0 | 0.00% | 0 | -90 | -100.0% | -$5,127 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$4,946 | 清仓 |
| TGT | TARGET CORP COM | $0 | 0.00% | 0 | -40 | -100.0% | -$4,848 | 清仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -126 | -100.0% | -$4,642 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$4,610 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $0 | 0.00% | 0 | -912 | -100.0% | -$4,587 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$4,575 | 清仓 |
| ACWI | ISHARES MSCI ACWI ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$4,566 | 清仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $0 | 0.00% | 0 | -55 | -100.0% | -$4,537 | 清仓 |
| KLAC | KLA CORP COM NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$4,417 | 清仓 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$4,193 | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $0 | 0.00% | 0 | -63 | -100.0% | -$4,093 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$3,989 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -304 | -100.0% | -$3,988 | 清仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $0 | 0.00% | 0 | -145 | -100.0% | -$3,973 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$3,942 | 清仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$3,747 | 清仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | -40 | -100.0% | -$3,732 | 清仓 |
| URI | UNITED RENTALS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$3,643 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$3,597 | 清仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$3,540 | 清仓 |
| MA | MASTERCARD INCORPORATED CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$3,498 | 清仓 |
| MCK | MCKESSON CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$3,461 | 清仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $0 | 0.00% | 0 | -130 | -100.0% | -$3,387 | 清仓 |
| SOLV | SOLVENTUM CORP COM SHS | $0 | 0.00% | 0 | -50 | -100.0% | -$3,265 | 清仓 |
| ARCC | ARES CAPITAL CORP COM | $0 | 0.00% | 0 | -180 | -100.0% | -$3,244 | 清仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $0 | 0.00% | 0 | -71 | -100.0% | -$3,094 | 清仓 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | -19 | -100.0% | -$3,074 | 清仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$3,070 | 清仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN INM COM | $0 | 0.00% | 0 | -279 | -100.0% | -$2,983 | 清仓 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$2,974 | 清仓 |