Talisman Wealth Advisors LLC
MOUNTAINSIDE NJ · SEC CIK 0001962685
$1.33亿2026Q2 申报市值
110持仓数
45.0%前十大占比 · 第一大 8.4%
41 / 41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
PICK 新建仓+$1,115.89万
BND 新建仓+$891.57万
SCHF 新建仓+$702.80万
IUSB 加仓+$341.14万
EEM 新建仓+$228.15万
2026Q2 卖出最多 按季末市值估算
DGRO 清仓-$1,126.39万
VYM 清仓-$805.31万
SCHD 清仓-$673.40万
PYLD 清仓-$466.00万
BLK 重新持有-$356.17万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -167,631 | -100.0% | -$1,126.39万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -54,377 | -100.0% | -$805.31万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -219,490 | -100.0% | -$673.40万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -177,864 | -100.0% | -$466.00万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -74,237 | -100.0% | -$342.90万 | 清仓 |
| SMLF | ISHARES TR | $0 | 0.00% | 0 | -28,136 | -100.0% | -$212.39万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -14,341 | -100.0% | -$204.26万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -10,232 | -100.0% | -$196.26万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -22,161 | -100.0% | -$194.66万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -18,968 | -100.0% | -$178.76万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -8,307 | -100.0% | -$178.65万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -5,297 | -100.0% | -$127.12万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -7,705 | -100.0% | -$119.51万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -19,912 | -100.0% | -$115.85万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -5,600 | -100.0% | -$79.20万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -7,705 | -100.0% | -$78.79万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -18,795 | -100.0% | -$76.74万 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,035 | -100.0% | -$63.19万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8,574 | -100.0% | -$62.42万 | 清仓 |
| DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -13,191 | -100.0% | -$59.16万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,880 | -100.0% | -$56.50万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -5,664 | -100.0% | -$51.28万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -11,086 | -100.0% | -$50.88万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -14,762 | -100.0% | -$48.64万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,472 | -100.0% | -$47.75万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,190 | -100.0% | -$43.41万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,182 | -100.0% | -$32.01万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -611 | -100.0% | -$30.29万 | 清仓 |
| VSDB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,970 | -100.0% | -$30.27万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,029 | -100.0% | -$25.61万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -711 | -100.0% | -$25.43万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,572 | -100.0% | -$24.42万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,460 | -100.0% | -$24.33万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,933 | -100.0% | -$23.63万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -899 | -100.0% | -$21.24万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,066 | -100.0% | -$21.02万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,075 | -100.0% | -$20.64万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,207 | -100.0% | -$20.22万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -4,833 | -100.0% | -$20.13万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,417 | -100.0% | -$20.00万 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.56万 | 清仓 |
| SUSB | ISHARES TR | $13.88万 | 0.10% | 5,553 | 5,553 | — | $13.88万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.54万 | 0.15% | 494 | 494 | — | $20.54万 | 新建仓 |
| KLAC | KLA CORP | $20.79万 | 0.16% | 689 | 689 | — | $20.79万 | 新建仓 |
| BLK | BLACKROCK INC | $20.97万 | 0.16% | 218 | -3,703 | -94.4% | -$356.17万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $21.05万 | 0.16% | 307 | 307 | — | $21.05万 | 新建仓 |
| GLW | CORNING INC | $21.35万 | 0.16% | 836 | 836 | — | $21.35万 | 新建仓 |
| IBDS | ISHARES TR | $21.40万 | 0.16% | 8,836 | 8,836 | — | $21.40万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $22.22万 | 0.17% | 2,425 | 2,425 | — | $22.22万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $22.36万 | 0.17% | 1,316 | 1,316 | — | $22.36万 | 新建仓 |
| UNP | UNION PAC CORP | $22.36万 | 0.17% | 822 | 822 | — | $22.36万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.51万 | 0.17% | 666 | -30 | -4.3% | -$1.01万 | 重新持有 |
| DD | DUPONT DE NEMOURS INC | $23.00万 | 0.17% | 1,696 | -3,395 | -66.7% | -$46.05万 | 减仓 |
| GEV | GE VERNOVA INC | $23.03万 | 0.17% | 196 | 196 | — | $23.03万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.03万 | 0.17% | 441 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.69万 | 0.18% | 4,526 | 4,526 | — | $23.69万 | 新建仓 |
| TSLA | TESLA INC | $24.42万 | 0.18% | 581 | 110 | 23.4% | $4.62万 | 重新持有 |
| IAGG | ISHARES TR | $24.64万 | 0.19% | 4,870 | 4,870 | — | $24.64万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $24.69万 | 0.19% | 12,913 | 708 | 5.8% | $1.35万 | 加仓 |
| MO | ALTRIA GROUP INC | $25.32万 | 0.19% | 3,518 | -44 | -1.2% | -$3,166 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.92万 | 0.20% | 957 | -16 | -1.6% | -$4,500 | 重新持有 |
| ACWI | ISHARES TR | $27.78万 | 0.21% | 3,650 | 3,650 | — | $27.78万 | 新建仓 |
| AMGN | AMGEN INC | $28.03万 | 0.21% | 774 | 61 | 8.6% | $2.21万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $28.16万 | 0.21% | 2,401 | -3,432 | -58.8% | -$40.26万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $28.40万 | 0.21% | 12,277 | 12,277 | — | $28.40万 | 新建仓 |
| GE | GE AEROSPACE | $28.57万 | 0.22% | 764 | 17 | 2.3% | $6,356 | 加仓 |
| IVLU | ISHARES TR | $29.08万 | 0.22% | 4,188 | 4,188 | — | $29.08万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.43万 | 0.22% | 1,766 | -104 | -5.6% | -$1.73万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $30.74万 | 0.23% | 603 | 43 | 7.7% | $2.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.45万 | 0.24% | 2,145 | 315 | 17.2% | $4.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.94万 | 0.24% | 428 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $32.95万 | 0.25% | 3,284 | 3,284 | — | $32.95万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.36万 | 0.25% | 357 | 48 | 15.5% | $4.49万 | 加仓 |
| EFG | ISHARES TR | $34.94万 | 0.26% | 2,808 | 2,808 | — | $34.94万 | 新建仓 |
| MRK | MERCK & CO INC | $35.15万 | 0.26% | 2,735 | 530 | 24.0% | $6.81万 | 加仓 |
| CTVA | CORTEVA INC | $36.43万 | 0.27% | 4,301 | 4 | 0.1% | $339 | 加仓 |
| BDX | BECTON DICKINSON & CO | $37.18万 | 0.28% | 2,457 | -5 | -0.2% | -$757 | 减仓 |
| AMAT | APPLIED MATLS INC | $37.52万 | 0.28% | 519 | 519 | — | $37.52万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $37.80万 | 0.28% | 513 | 62 | 13.7% | $4.57万 | 重新持有 |
| WFC | WELLS FARGO & CO | $37.81万 | 0.28% | 4,575 | 10 | 0.2% | $826 | 加仓 |
| SUSC | ISHARES TR | $38.15万 | 0.29% | 16,478 | 2,386 | 16.9% | $5.52万 | 加仓 |
| IWD | ISHARES TR | $39.36万 | 0.30% | 1,624 | -153 | -8.6% | -$3.71万 | 减仓 |
| WMT | WALMART INC | $40.32万 | 0.30% | 3,560 | 1,558 | 77.8% | $17.65万 | 加仓 |
| MBB | ISHARES TR | $40.59万 | 0.31% | 4,294 | 1,451 | 51.0% | $13.71万 | 重新持有 |
| ISTB | ISHARES TR | $40.94万 | 0.31% | 8,484 | 8,484 | — | $40.94万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $41.73万 | 0.31% | 2,555 | 2,555 | — | $41.73万 | 新建仓 |
| INTC | INTEL CORP | $42.84万 | 0.32% | 3,068 | 3,068 | — | $42.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $43.64万 | 0.33% | 2,633 | -408 | -13.4% | -$6.76万 | 减仓 |
| MCD | MCDONALDS CORP | $43.71万 | 0.33% | 1,617 | 263 | 19.4% | $7.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.82万 | 0.33% | 433 | 49 | 12.8% | $4.96万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.36万 | 0.33% | 1,981 | -1,883 | -48.7% | -$42.16万 | 减仓 |
| ORCL | ORACLE CORP | $44.70万 | 0.34% | 3,050 | 1,245 | 69.0% | $18.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.99万 | 0.34% | 1,509 | -76 | -4.8% | -$2.27万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.25万 | 0.35% | 606 | 28 | 4.8% | $2.14万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $47.25万 | 0.36% | 813 | 813 | — | $47.25万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $49.94万 | 0.38% | 9,315 | 2,139 | 29.8% | $11.47万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $49.97万 | 0.38% | 5,686 | 5,686 | — | $49.97万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $50.23万 | 0.38% | 435 | 435 | — | $50.23万 | 新建仓 |
| OEF | ISHARES TR | $51.12万 | 0.39% | 1,397 | -430 | -23.5% | -$15.74万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $54.29万 | 0.41% | 1,592 | -14 | -0.9% | -$4,774 | 重新持有 |