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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $22.36万 | 0.17% | 822 | 822 | — | $22.36万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $22.36万 | 0.17% | 1,316 | 1,316 | — | $22.36万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $22.22万 | 0.17% | 2,425 | 2,425 | — | $22.22万 | 新建仓 |
| IBDS | ISHARES TR | $21.40万 | 0.16% | 8,836 | 8,836 | — | $21.40万 | 新建仓 |
| GLW | CORNING INC | $21.35万 | 0.16% | 836 | 836 | — | $21.35万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $21.05万 | 0.16% | 307 | 307 | — | $21.05万 | 新建仓 |
| BLK | BLACKROCK INC | $20.97万 | 0.16% | 218 | -3,703 | -94.4% | -$356.17万 | 重新持有 |
| KLAC | KLA CORP | $20.79万 | 0.16% | 689 | 689 | — | $20.79万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.54万 | 0.15% | 494 | 494 | — | $20.54万 | 新建仓 |
| SUSB | ISHARES TR | $13.88万 | 0.10% | 5,553 | 5,553 | — | $13.88万 | 新建仓 |
| 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 |