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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $54.72万 | 0.41% | 2,872 | 1,217 | 73.5% | $23.19万 | 加仓 |
| EWJ | ISHARES INC | $55.16万 | 0.42% | 5,711 | 5,711 | — | $55.16万 | 新建仓 |
| — | EXXON MOBIL CORP | $58.46万 | 0.44% | 4,276 | -558 | -11.5% | -$7.63万 | 减仓 |
| V | VISA INC | $59.89万 | 0.45% | 1,746 | 74 | 4.4% | $2.54万 | 加仓 |
| CAT | CATERPILLAR INC | $61.86万 | 0.47% | 581 | 33 | 6.0% | $3.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $62.18万 | 0.47% | 2,853 | 2,853 | — | $62.18万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $63.48万 | 0.48% | 4,390 | 4,390 | — | $63.48万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $63.58万 | 0.48% | 2,169 | 2,169 | — | $63.58万 | 新建仓 |
| ABBV | ABBVIE INC | $66.72万 | 0.50% | 2,651 | 346 | 15.0% | $8.71万 | 加仓 |
| SUSA | ISHARES TR | $67.49万 | 0.51% | 4,590 | 4,590 | — | $67.49万 | 新建仓 |
| META | META PLATFORMS INC | $67.89万 | 0.51% | 1,205 | 130 | 12.1% | $7.32万 | 加仓 |
| CSCO | CISCO SYS INC | $69.91万 | 0.53% | 5,952 | 1,613 | 37.2% | $18.95万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $79.35万 | 0.60% | 9,212 | 9,212 | — | $79.35万 | 新建仓 |
| HD | HOME DEPOT INC | $79.84万 | 0.60% | 2,264 | 132 | 6.2% | $4.66万 | 加仓 |
| EWU | ISHARES TR | $90.19万 | 0.68% | 5,510 | 5,510 | — | $90.19万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $93.53万 | 0.71% | 5,895 | 3,903 | 195.9% | $61.93万 | 加仓 |
| EFV | ISHARES TR | $102.19万 | 0.77% | 13,349 | 2,084 | 18.5% | $15.95万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $102.91万 | 0.78% | 23,373 | 23,373 | — | $102.91万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $107.41万 | 0.81% | 12,237 | -226 | -1.8% | -$1.98万 | 减仓 |
| LLY | ELI LILLY & CO | $107.54万 | 0.81% | 897 | -30 | -3.2% | -$3.60万 | 减仓 |
| KO | COCA COLA CO | $114.94万 | 0.87% | 14,144 | 1,743 | 14.1% | $14.16万 | 加仓 |
| IEMG | ISHARES INC | $128.61万 | 0.97% | 15,525 | 973 | 6.7% | $8.06万 | 加仓 |
| HDV | ISHARES TR | $129.27万 | 0.97% | 47,161 | 6 | 0.0% | $164 | 加仓 |
| AMZN | AMAZON COM INC | $131.06万 | 0.99% | 5,499 | 862 | 18.6% | $20.54万 | 加仓 |
| AVGO | BROADCOM INC | $132.17万 | 1.00% | 3,499 | 182 | 5.5% | $6.88万 | 加仓 |
| GOOG | ALPHABET INC | $144.25万 | 1.09% | 4,083 | 1 | 0.0% | $353 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $147.63万 | 1.11% | 29,145 | 29,145 | — | $147.63万 | 新建仓 |
| IBHH | ISHARES TR | $148.17万 | 1.12% | 21,786 | 21,786 | — | $148.17万 | 新建仓 |
| HYDB | ISHARES TR | $157.63万 | 1.19% | 8,381 | 8,381 | — | $157.63万 | 新建仓 |
| IVW | ISHARES TR | $166.26万 | 1.25% | 12,089 | 1,371 | 12.8% | $18.86万 | 加仓 |
| IVE | ISHARES TR | $170.83万 | 1.29% | 7,523 | 789 | 11.7% | $17.92万 | 加仓 |
| GOOGL | ALPHABET INC | $184.26万 | 1.39% | 5,156 | -8 | -0.2% | -$2,859 | 减仓 |
| — | WISDOMTREE TR | $212.01万 | 1.60% | 22,173 | 22,173 | — | $212.01万 | 新建仓 |
| IWB | ISHARES TR | $213.86万 | 1.61% | 5,223 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $219.28万 | 1.65% | 21,782 | 12,619 | 137.7% | $127.04万 | 加仓 |
| IJR | ISHARES TR | $222.32万 | 1.68% | 14,990 | 1,257 | 9.2% | $18.64万 | 加仓 |
| SMMD | ISHARES TR | $223.11万 | 1.68% | 10,168 | 10,168 | — | $223.11万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $223.78万 | 1.69% | 6,836 | 251 | 3.8% | $8.22万 | 加仓 |
| EEM | ISHARES TR | $228.15万 | 1.72% | 13,889 | 13,889 | — | $228.15万 | 新建仓 |
| IVV | ISHARES TR | $245.33万 | 1.85% | 3,276 | 398 | 13.8% | $29.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $271.74万 | 2.05% | 38,139 | -14 | -0.0% | -$997 | 减仓 |
| MSFT | MICROSOFT CORP | $320.93万 | 2.42% | 8,604 | -112 | -1.3% | -$4.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $331.72万 | 2.50% | 13,061 | -52 | -0.4% | -$1.32万 | 减仓 |
| IUSB | ISHARES TR | $377.63万 | 2.85% | 81,828 | 73,920 | 934.7% | $341.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $419.91万 | 3.17% | 20,986 | 354 | 1.7% | $7.08万 | 加仓 |
| AAPL | APPLE INC | $431.69万 | 3.25% | 14,919 | -13 | -0.1% | -$3,762 | 减仓 |
| VTI | VANGUARD INDEX FDS | $595.38万 | 4.49% | 16,090 | 283 | 1.8% | $10.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $702.80万 | 5.30% | 221,635 | 221,635 | — | $702.80万 | 新建仓 |
| IWF | ISHARES TR | $787.36万 | 5.93% | 63,410 | 106 | 0.2% | $1.32万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $891.57万 | 6.72% | 59,293 | 59,293 | — | $891.57万 | 新建仓 |
| PICK | ISHARES INC | $1,115.89万 | 8.41% | 146,346 | 146,346 | — | $1,115.89万 | 新建仓 |