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True Link Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
True Link Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001846236
持仓数
418
前50大市值合计
$1.59B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 83 项
建仓 4
增持 25
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$10.1M
2,893,852
+4%
建仓
FNOV
FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER
+$7.6M
214,525
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$5.6M
416,818
+9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$5.5M
405,572
+12%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.5M
172,610
+2%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$5.1M
861,450
+5%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$3.7M
461,118
+11%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$3.4M
68,406
+162%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$3.0M
0
-100%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$2.8M
41,926
-57%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$2.7M
180,232
+8%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.2M
82,905
+9%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$2.0M
564,218
+7%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$1.9M
175,056
+8%
增持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$1.7M
1,186,723
+7%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$1.6M
1,121,907
+7%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$1.4M
491,421
-3%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$1.3M
15,803
-57%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$1.2M
3,311
-82%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$1.2M
1,080,369
+5%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$953.0K
711,004
+6%
清仓
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$901.0K
0
-100%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$891.7K
1,073,644
+4%
减持
OEF
ISHARES S&P 100 ETF
-$805.8K
1,924
-72%
清仓
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
-$772.0K
0
-100%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$765.0K
0
-100%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$714.2K
287,460
+6%
清仓
REET
ISHARES GLOBAL REIT ETF
-$657.0K
0
-100%
减持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
-$576.8K
38,430
-36%
清仓
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
-$563.0K
0
-100%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$534.6K
5,443
-58%
清仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$532.0K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$517.7K
4,834
-37%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$440.1K
22,412
-44%
减持
SUSL
ISHARES ESG MSCI USA LEADERS ETF
-$426.0K
35,319
-21%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$421.1K
7,726
-37%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$419.1K
41,685
-18%
清仓
MLPA
GLOBAL X MLP ETF
-$412.0K
0
-100%
清仓
FEM
FIRST TRUST EMERGING MARKETS ALPHADEX FUND
-$412.0K
0
-100%
清仓
COMT
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
-$384.0K
0
-100%
建仓
PSMJ
PACER SWAN SOS MODERATE (JULY) ETF
+$299.6K
14,400
清仓
COST
COSTCO WHSL CORP NEW COM
-$289.0K
0
-100%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$263.0K
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
+$252.8K
32,934
-3%
减持
IEV
ISHARES EUROPE ETF
-$232.4K
19,356
-34%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$227.0K
0
-100%
减持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$220.3K
25,862
-14%
清仓
AMGN
AMGEN INC COM
-$220.0K
0
-100%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$212.0K
0
-100%
清仓
VOO
VANGUARD S&P 500 ETF
-$209.0K
0
-100%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$206.7K
1,814
减持
—
ELBIT SYS LTD ORD
-$206.6K
1,825
-31%
建仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$205.6K
2,252
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$182.5K
82,652
+5%
减持
MBB
ISHARES MBS ETF
-$150.3K
17,204
-10%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$135.0K
15,518
+4%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$123.1K
38,444
+5%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$119.1K
3,596
-36%
减持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$118.9K
69,869
-8%
减持
GLD
SPDR GOLD SHARES
+$105.5K
7,725
-1%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$103.8K
4,485
-25%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$97.7K
64,174
+6%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$93.0K
38,601
-13%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$78.5K
15,147
-3%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$59.9K
21,237
-4%
减持
LLY
LILLY ELI & CO COM
+$59.2K
1,739
-3%
减持
CVX
CHEVRON CORP NEW COM
+$47.1K
1,956
-8%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$42.8K
2,185
+2%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$38.9K
2,517
+0%
减持
AAPL
APPLE INC COM
-$35.5K
2,528
-4%
减持
PEP
PEPSICO INC COM
+$28.3K
2,072
-2%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
+$26.6K
7,125
-2%
减持
TIP
ISHARES TIPS BOND ETF
+$22.4K
14,688
-0%
减持
GIS
GENERAL MLS INC COM
+$21.8K
3,408
-1%
减持
XETYX
EATON VANCE TAX-MANAGED DIVERS COM
-$21.4K
130,533
-1%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$20.6K
7,654
-16%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$20.1K
1,794
-3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$15.3K
5,117
+3%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$10.0K
5,813
+1%
减持
IYE
ISHARES U.S. ENERGY ETF
-$9.4K
9,756
-17%
减持
MSFT
MICROSOFT CORP COM
-$9.2K
1,300
-6%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$8.3K
7,500
-4%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$3.5K
3,446
-7%
