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 |
|---|---|---|---|---|---|---|---|---|
| PICK | ISHARES INC | $1,115.89万 | 8.41% | 146,346 | 146,346 | — | $1,115.89万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $891.57万 | 6.72% | 59,293 | 59,293 | — | $891.57万 | 新建仓 |
| IWF | ISHARES TR | $787.36万 | 5.93% | 63,410 | 106 | 0.2% | $1.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $702.80万 | 5.30% | 221,635 | 221,635 | — | $702.80万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $595.38万 | 4.49% | 16,090 | 283 | 1.8% | $10.47万 | 加仓 |
| AAPL | APPLE INC | $431.69万 | 3.25% | 14,919 | -13 | -0.1% | -$3,762 | 减仓 |
| NVDA | NVIDIA CORPORATION | $419.91万 | 3.17% | 20,986 | 354 | 1.7% | $7.08万 | 加仓 |
| IUSB | ISHARES TR | $377.63万 | 2.85% | 81,828 | 73,920 | 934.7% | $341.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $331.72万 | 2.50% | 13,061 | -52 | -0.4% | -$1.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $320.93万 | 2.42% | 8,604 | -112 | -1.3% | -$4.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $271.74万 | 2.05% | 38,139 | -14 | -0.0% | -$997 | 减仓 |
| IVV | ISHARES TR | $245.33万 | 1.85% | 3,276 | 398 | 13.8% | $29.80万 | 加仓 |
| EEM | ISHARES TR | $228.15万 | 1.72% | 13,889 | 13,889 | — | $228.15万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $223.78万 | 1.69% | 6,836 | 251 | 3.8% | $8.22万 | 加仓 |
| SMMD | ISHARES TR | $223.11万 | 1.68% | 10,168 | 10,168 | — | $223.11万 | 新建仓 |
| IJR | ISHARES TR | $222.32万 | 1.68% | 14,990 | 1,257 | 9.2% | $18.64万 | 加仓 |
| SGOV | ISHARES TR | $219.28万 | 1.65% | 21,782 | 12,619 | 137.7% | $127.04万 | 加仓 |
| IWB | ISHARES TR | $213.86万 | 1.61% | 5,223 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $212.01万 | 1.60% | 22,173 | 22,173 | — | $212.01万 | 新建仓 |
| GOOGL | ALPHABET INC | $184.26万 | 1.39% | 5,156 | -8 | -0.2% | -$2,859 | 减仓 |
| IVE | ISHARES TR | $170.83万 | 1.29% | 7,523 | 789 | 11.7% | $17.92万 | 加仓 |
| IVW | ISHARES TR | $166.26万 | 1.25% | 12,089 | 1,371 | 12.8% | $18.86万 | 加仓 |
| HYDB | ISHARES TR | $157.63万 | 1.19% | 8,381 | 8,381 | — | $157.63万 | 新建仓 |
| IBHH | ISHARES TR | $148.17万 | 1.12% | 21,786 | 21,786 | — | $148.17万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $147.63万 | 1.11% | 29,145 | 29,145 | — | $147.63万 | 新建仓 |
| GOOG | ALPHABET INC | $144.25万 | 1.09% | 4,083 | 1 | 0.0% | $353 | 加仓 |
| AVGO | BROADCOM INC | $132.17万 | 1.00% | 3,499 | 182 | 5.5% | $6.88万 | 加仓 |
| AMZN | AMAZON COM INC | $131.06万 | 0.99% | 5,499 | 862 | 18.6% | $20.54万 | 加仓 |
| HDV | ISHARES TR | $129.27万 | 0.97% | 47,161 | 6 | 0.0% | $164 | 加仓 |
| IEMG | ISHARES INC | $128.61万 | 0.97% | 15,525 | 973 | 6.7% | $8.06万 | 加仓 |
| KO | COCA COLA CO | $114.94万 | 0.87% | 14,144 | 1,743 | 14.1% | $14.16万 | 加仓 |
| LLY | ELI LILLY & CO | $107.54万 | 0.81% | 897 | -30 | -3.2% | -$3.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $107.41万 | 0.81% | 12,237 | -226 | -1.8% | -$1.98万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $102.91万 | 0.78% | 23,373 | 23,373 | — | $102.91万 | 新建仓 |
| EFV | ISHARES TR | $102.19万 | 0.77% | 13,349 | 2,084 | 18.5% | $15.95万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $93.53万 | 0.71% | 5,895 | 3,903 | 195.9% | $61.93万 | 加仓 |
| EWU | ISHARES TR | $90.19万 | 0.68% | 5,510 | 5,510 | — | $90.19万 | 新建仓 |
| HD | HOME DEPOT INC | $79.84万 | 0.60% | 2,264 | 132 | 6.2% | $4.66万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $79.35万 | 0.60% | 9,212 | 9,212 | — | $79.35万 | 新建仓 |
| CSCO | CISCO SYS INC | $69.91万 | 0.53% | 5,952 | 1,613 | 37.2% | $18.95万 | 加仓 |
| META | META PLATFORMS INC | $67.89万 | 0.51% | 1,205 | 130 | 12.1% | $7.32万 | 加仓 |
| SUSA | ISHARES TR | $67.49万 | 0.51% | 4,590 | 4,590 | — | $67.49万 | 新建仓 |
| ABBV | ABBVIE INC | $66.72万 | 0.50% | 2,651 | 346 | 15.0% | $8.71万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $63.58万 | 0.48% | 2,169 | 2,169 | — | $63.58万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $63.48万 | 0.48% | 4,390 | 4,390 | — | $63.48万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $62.18万 | 0.47% | 2,853 | 2,853 | — | $62.18万 | 新建仓 |
| CAT | CATERPILLAR INC | $61.86万 | 0.47% | 581 | 33 | 6.0% | $3.51万 | 加仓 |
| V | VISA INC | $59.89万 | 0.45% | 1,746 | 74 | 4.4% | $2.54万 | 加仓 |
| — | EXXON MOBIL CORP | $58.46万 | 0.44% | 4,276 | -558 | -11.5% | -$7.63万 | 减仓 |
| EWJ | ISHARES INC | $55.16万 | 0.42% | 5,711 | 5,711 | — | $55.16万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $54.72万 | 0.41% | 2,872 | 1,217 | 73.5% | $23.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $54.29万 | 0.41% | 1,592 | -14 | -0.9% | -$4,774 | 重新持有 |
| OEF | ISHARES TR | $51.12万 | 0.39% | 1,397 | -430 | -23.5% | -$15.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $50.23万 | 0.38% | 435 | 435 | — | $50.23万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $49.97万 | 0.38% | 5,686 | 5,686 | — | $49.97万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $49.94万 | 0.38% | 9,315 | 2,139 | 29.8% | $11.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.25万 | 0.36% | 813 | 813 | — | $47.25万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.25万 | 0.35% | 606 | 28 | 4.8% | $2.14万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $44.99万 | 0.34% | 1,509 | -76 | -4.8% | -$2.27万 | 减仓 |
| ORCL | ORACLE CORP | $44.70万 | 0.34% | 3,050 | 1,245 | 69.0% | $18.25万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.36万 | 0.33% | 1,981 | -1,883 | -48.7% | -$42.16万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.82万 | 0.33% | 433 | 49 | 12.8% | $4.96万 | 加仓 |
| MCD | MCDONALDS CORP | $43.71万 | 0.33% | 1,617 | 263 | 19.4% | $7.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $43.64万 | 0.33% | 2,633 | -408 | -13.4% | -$6.76万 | 减仓 |
| INTC | INTEL CORP | $42.84万 | 0.32% | 3,068 | 3,068 | — | $42.84万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $41.73万 | 0.31% | 2,555 | 2,555 | — | $41.73万 | 新建仓 |
| ISTB | ISHARES TR | $40.94万 | 0.31% | 8,484 | 8,484 | — | $40.94万 | 新建仓 |
| MBB | ISHARES TR | $40.59万 | 0.31% | 4,294 | 1,451 | 51.0% | $13.71万 | 重新持有 |
| WMT | WALMART INC | $40.32万 | 0.30% | 3,560 | 1,558 | 77.8% | $17.65万 | 加仓 |
| IWD | ISHARES TR | $39.36万 | 0.30% | 1,624 | -153 | -8.6% | -$3.71万 | 减仓 |
| SUSC | ISHARES TR | $38.15万 | 0.29% | 16,478 | 2,386 | 16.9% | $5.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $37.81万 | 0.28% | 4,575 | 10 | 0.2% | $826 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.80万 | 0.28% | 513 | 62 | 13.7% | $4.57万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $37.52万 | 0.28% | 519 | 519 | — | $37.52万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $37.18万 | 0.28% | 2,457 | -5 | -0.2% | -$757 | 减仓 |
| CTVA | CORTEVA INC | $36.43万 | 0.27% | 4,301 | 4 | 0.1% | $339 | 加仓 |
| MRK | MERCK & CO INC | $35.15万 | 0.26% | 2,735 | 530 | 24.0% | $6.81万 | 加仓 |
| EFG | ISHARES TR | $34.94万 | 0.26% | 2,808 | 2,808 | — | $34.94万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.36万 | 0.25% | 357 | 48 | 15.5% | $4.49万 | 加仓 |
| TLH | ISHARES TR | $32.95万 | 0.25% | 3,284 | 3,284 | — | $32.95万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.94万 | 0.24% | 428 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.45万 | 0.24% | 2,145 | 315 | 17.2% | $4.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $30.74万 | 0.23% | 603 | 43 | 7.7% | $2.19万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.43万 | 0.22% | 1,766 | -104 | -5.6% | -$1.73万 | 减仓 |
| IVLU | ISHARES TR | $29.08万 | 0.22% | 4,188 | 4,188 | — | $29.08万 | 新建仓 |
| GE | GE AEROSPACE | $28.57万 | 0.22% | 764 | 17 | 2.3% | $6,356 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $28.40万 | 0.21% | 12,277 | 12,277 | — | $28.40万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $28.16万 | 0.21% | 2,401 | -3,432 | -58.8% | -$40.26万 | 减仓 |
| AMGN | AMGEN INC | $28.03万 | 0.21% | 774 | 61 | 8.6% | $2.21万 | 加仓 |
| ACWI | ISHARES TR | $27.78万 | 0.21% | 3,650 | 3,650 | — | $27.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.92万 | 0.20% | 957 | -16 | -1.6% | -$4,500 | 重新持有 |
| MO | ALTRIA GROUP INC | $25.32万 | 0.19% | 3,518 | -44 | -1.2% | -$3,166 | 重新持有 |
| ET | ENERGY TRANSFER L P | $24.69万 | 0.19% | 12,913 | 708 | 5.8% | $1.35万 | 加仓 |
| IAGG | ISHARES TR | $24.64万 | 0.19% | 4,870 | 4,870 | — | $24.64万 | 新建仓 |
| TSLA | TESLA INC | $24.42万 | 0.18% | 581 | 110 | 23.4% | $4.62万 | 重新持有 |
| BX | BLACKSTONE INC | $23.69万 | 0.18% | 4,526 | 4,526 | — | $23.69万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.03万 | 0.17% | 441 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.03万 | 0.17% | 196 | 196 | — | $23.03万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $23.00万 | 0.17% | 1,696 | -3,395 | -66.7% | -$46.05万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.51万 | 0.17% | 666 | -30 | -4.3% | -$1.01万 | 重新持有 |