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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $0 | 0.00% | 0 | -59 | -100.0% | -$2,970 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$2,966 | 清仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $0 | 0.00% | 0 | -30 | -100.0% | -$2,951 | 清仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$2,932 | 清仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -128 | -100.0% | -$2,903 | 清仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$2,894 | 清仓 |
| SF | STIFEL FINL CORP COM | $0 | 0.00% | 0 | -39 | -100.0% | -$2,883 | 清仓 |
| RJF | RAYMOND JAMES FINL INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$2,606 | 清仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $0 | 0.00% | 0 | -1,350 | -100.0% | -$2,565 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$2,560 | 清仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $0 | 0.00% | 0 | -16 | -100.0% | -$2,444 | 清仓 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$2,300 | 清仓 |
| CTAS | CINTAS CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$2,199 | 清仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$2,056 | 清仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -85 | -100.0% | -$1,982 | 清仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $0 | 0.00% | 0 | -42 | -100.0% | -$1,975 | 清仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $0 | 0.00% | 0 | -43 | -100.0% | -$1,938 | 清仓 |
| DXCM | DEXCOM INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1,884 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,705 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$1,568 | 清仓 |
| PINK | SIMPLIFY HEALTH CARE ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$942 | 清仓 |
| VYX | NCR VOYIX CORPORATION COM | $0 | 0.00% | 0 | -142 | -100.0% | -$899 | 清仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $0 | 0.00% | 0 | -14 | -100.0% | -$698 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -15 | -100.0% | -$555 | 清仓 |