Talisman Wealth Advisors LLC
MOUNTAINSIDE NJ · SEC CIK 0001962685
$1.24亿2026Q1 申报市值
101持仓数
45.6%前十大占比 · 第一大 9.1%
6 / 12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
DGRO 加仓+$120.91万
PYLD 加仓+$96.87万
VTI 加仓+$90.47万
VEA 加仓+$80.56万
HYG 加仓+$55.06万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$55.71万
IJR 减仓-$55.02万
VYMI 减仓-$39.94万
VTV 减仓-$38.86万
VUG 减仓-$36.38万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $170.72万 | 1.38% | 13,733 | -4,426 | -24.4% | -$55.02万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $178.65万 | 1.44% | 8,307 | 10 | 0.1% | $2,151 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $178.76万 | 1.44% | 18,968 | -4,238 | -18.3% | -$39.94万 | 减仓 |
| IWB | ISHARES TR | $186.22万 | 1.50% | 5,223 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $188.02万 | 1.51% | 2,878 | 349 | 13.8% | $22.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $193.69万 | 1.56% | 6,585 | -415 | -5.9% | -$12.21万 | 减仓 |
| DGRW | WISDOMTREE TR | $194.66万 | 1.57% | 22,161 | 12 | 0.1% | $1,054 | 加仓 |
| QUAL | ISHARES TR | $196.26万 | 1.58% | 10,232 | -684 | -6.3% | -$13.12万 | 减仓 |
| ITOT | ISHARES TR | $204.26万 | 1.65% | 14,341 | -587 | -3.9% | -$8.36万 | 减仓 |
| SMLF | ISHARES TR | $212.39万 | 1.71% | 28,136 | 6,597 | 30.6% | $49.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $244.48万 | 1.97% | 38,153 | 12,572 | 49.1% | $80.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $320.54万 | 2.58% | 13,113 | -19 | -0.1% | -$4,644 | 减仓 |
| MSFT | MICROSOFT CORP | $322.65万 | 2.60% | 8,716 | -117 | -1.3% | -$4.33万 | 减仓 |
| HYG | ISHARES TR | $342.90万 | 2.76% | 74,237 | 11,921 | 19.1% | $55.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $359.82万 | 2.90% | 20,632 | 118 | 0.6% | $2.06万 | 加仓 |
| AAPL | APPLE INC | $378.96万 | 3.05% | 14,932 | -11 | -0.1% | -$2,792 | 减仓 |
| PYLD | PIMCO ETF TR | $466.00万 | 3.75% | 177,864 | 36,975 | 26.2% | $96.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $507.11万 | 4.08% | 15,807 | 2,820 | 21.7% | $90.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $673.40万 | 5.42% | 219,490 | 3,970 | 1.8% | $12.18万 | 加仓 |
| IWF | ISHARES TR | $674.79万 | 5.44% | 15,826 | 259 | 1.7% | $11.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $805.31万 | 6.49% | 54,377 | 1,060 | 2.0% | $15.70万 | 加仓 |
| DGRO | ISHARES TR | $1,126.39万 | 9.07% | 167,631 | 17,994 | 12.0% | $120.91万 | 加仓 |