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 |
|---|---|---|---|---|---|---|---|---|
| SF | STIFEL FINL CORP COM | $2,883 | 0.00% | 39 | 39 | — | $2,883 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC COM | $2,606 | 0.00% | 18 | 18 | — | $2,606 | 新建仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $2,565 | 0.00% | 1,350 | 1,350 | — | $2,565 | 新建仓 |
| NTAP | NETAPP INC COM | $2,560 | 0.00% | 25 | 25 | — | $2,560 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $2,444 | 0.00% | 16 | 16 | — | $2,444 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $2,300 | 0.00% | 44 | 44 | — | $2,300 | 新建仓 |
| CTAS | CINTAS CORP COM | $2,199 | 0.00% | 13 | 13 | — | $2,199 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $2,056 | 0.00% | 21 | 21 | — | $2,056 | 新建仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1,982 | 0.00% | 85 | 85 | — | $1,982 | 新建仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $1,975 | 0.00% | 42 | 42 | — | $1,975 | 新建仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $1,938 | 0.00% | 43 | 43 | — | $1,938 | 新建仓 |
| DXCM | DEXCOM INC COM | $1,884 | 0.00% | 30 | 30 | — | $1,884 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $1,705 | 0.00% | 20 | 20 | — | $1,705 | 新建仓 |
| NOW | SERVICENOW INC COM | $1,568 | 0.00% | 15 | 15 | — | $1,568 | 新建仓 |
| PINK | SIMPLIFY HEALTH CARE ETF | $942 | 0.00% | 28 | 28 | — | $942 | 新建仓 |
| VYX | NCR VOYIX CORPORATION COM | $899 | 0.00% | 142 | 142 | — | $899 | 新建仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $698 | 0.00% | 14 | 14 | — | $698 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $555 | 0.00% | 15 | 15 | — | $555 | 新建仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $0 | 0.00% | 0 | -71,443 | -100.0% | -$428.16万 | 清仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $0 | 0.00% | 0 | -40,969 | -100.0% | -$207.22万 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -12,128 | -100.0% | -$165.83万 | 清仓 |
| FLEX | FLEX LTD ORD | $0 | 0.00% | 0 | -12,758 | -100.0% | -$77.08万 | 清仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $0 | 0.00% | 0 | -11,000 | -100.0% | -$76.47万 | 清仓 |
| — | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND | $0 | 0.00% | 0 | -7,845 | -100.0% | -$63.20万 | 清仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $0 | 0.00% | 0 | -15,578 | -100.0% | -$39.65万 | 清仓 |