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 |
|---|---|---|---|---|---|---|---|---|
| LXRX | LEXICON PHARMACEUTICALS INC | $1.56万 | 0.01% | 10,000 | 10,000 | — | $1.56万 | 新建仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,511 | -100.0% | -$33.06万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,657 | -100.0% | -$31.80万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,928 | -100.0% | -$27.91万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,678 | -100.0% | -$25.74万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,724 | -100.0% | -$25.54万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,650 | -100.0% | -$25.27万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,203 | -100.0% | -$21.50万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -8,803 | -100.0% | -$21.38万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,527 | -100.0% | -$21.18万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -767 | -100.0% | -$20.33万 | 清仓 |
| IDGT | ISHARES TR | $0 | 0.00% | 0 | -4,376 | -100.0% | -$20.31万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,338 | -100.0% | -$20.00万 | 清仓 |