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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 77 项
建仓 1
增持 43
减持 22
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$51.9M
1,279,988
+137%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$42.0M
2,661,052
-17%
建仓
SHV
ISHARES SHORT TREASURY BOND ETF
+$27.0M
244,443
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。
减持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$24.1M
34,086
-97%
增持
IVV
ISHARES CORE S&P 500 ETF
-$3.6M
219,566
+0%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$2.7M
745,306
+0%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$1.6M
589,005
+7%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$1.2M
683,517
+10%
清仓
—
ADVISORSHARES NEWFLEET MULTI-SECTOR INCOME ETF
-$1.0M
0
-100%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$890.3K
350,960
+8%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$878.2K
1,231,552
+3%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$797.5K
346,912
+6%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$721.7K
913,020
+3%
减持
SUSL
ISHARES ESG MSCI USA LEADERS ETF
-$644.8K
16,305
-33%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$608.7K
35,633
-12%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$567.5K
1,207,385
+2%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$562.0K
27,699
+74%
清仓
NOC
NORTHROP GRUMMAN CORP COM
-$517.8K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$431.2K
518,396
+4%
清仓
—
ELBIT SYS LTD ORD
-$381.4K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP COM
-$377.1K
0
-100%
清仓
HON
HONEYWELL INTL INC COM
-$363.1K
0
-100%
清仓
FLO
FLOWERS FOODS INC COM
-$355.2K
0
-100%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$314.4K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP COM
-$306.6K
0
-100%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$288.2K
16,091
+22%
清仓
GIS
GENERAL MLS INC COM
-$250.9K
0
-100%
清仓
HSY
HERSHEY CO COM
-$233.5K
0
-100%
清仓
—
LIFE STORAGE INC COM
-$226.0K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$186.1K
2,686
-18%
增持
LLY
ELI LILLY & CO COM
+$163.1K
1,822
+5%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$160.4K
3,808
-26%
增持
—
EXXON MOBIL CORP COM
+$143.7K
10,745
+3%
减持
EFA
ISHARES MSCI EAFE ETF
-$132.8K
32,627
-1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$115.1K
5,721
-13%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$106.6K
12,367
+1%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$103.9K
7,189
-33%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$94.5K
31,549
+14%
减持
MBB
ISHARES MBS ETF
-$88.1K
16,598
-1%
增持
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
+$88.1K
30,130
+13%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$75.8K
63,774
-1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$64.8K
5,313
+2%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$63.3K
246,225
+2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$62.3K
524,737
+4%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$58.7K
6,457
-7%
减持
GLD
SPDR GOLD SHARES
-$57.0K
7,700
-0%
增持
CVX
CHEVRON CORP NEW COM
+$54.7K
1,972
+12%
增持
AAPL
APPLE INC COM
-$44.4K
5,496
+8%
增持
V
VISA INC COM CL A
+$40.5K
1,095
+23%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$40.2K
18,100
+11%
减持
SPY
SPDR S&P 500 ETF TRUST
-$38.6K
2,305
-0%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$38.1K
39,078
+2%
增持
PFE
PFIZER INC COM
-$35.8K
12,283
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$32.4K
2,886
+15%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$32.1K
8,590
+3%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$31.4K
21,062
-1%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$22.4K
1,982
+12%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$21.9K
24,135
+8%
增持
HYLS
FIRST TRUST TACTICAL HIGH YIELD ETF
+$21.1K
28,406
+3%
减持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$20.5K
25,712
-1%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$18.4K
17,950
-1%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$15.5K
41,585
-0%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$15.1K
51,675
-1%
增持
UNP
UNION PAC CORP COM
+$12.4K
3,628
+2%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$11.3K
1,404
+12%
增持
KO
COCA COLA CO COM
-$9.9K
5,202
+4%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$9.3K
21,386
-1%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$8.4K
40,250
-0%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$7.1K
12,185
+1%
增持
MRK
MERCK & CO INC COM
-$6.9K
3,352
+10%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$6.7K
2,635
+5%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$6.6K
26,014
-0%
增持
MSFT
MICROSOFT CORP COM
-$4.3K
1,367
+7%
增持
PEP
PEPSICO INC COM
-$3.4K
2,245
+8%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$3.3K
83,335
+1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$762
1,860
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$207
1,883
+5%
