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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 110 项
建仓 11
增持 18
减持 28
清仓 53
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$59.1M
1,986,122
+55%
建仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$42.5M
1,295,724
建仓
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$33.2M
1,376,803
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
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$29.5M
9,998
-99%
清仓
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
-$25.6M
0
-100%
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$25.5M
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$24.6M
8,198
-98%
增持
IVV
ISHARES CORE S&P 500 ETF
+$22.3M
244,105
+11%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$21.9M
443,862
+82%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$18.4M
2,835,837
+7%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$18.3M
840,970
+13%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$9.8M
1,151,448
+26%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$7.6M
422,667
+22%
减持
FNOV
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
-$7.5M
20,425
-90%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$5.7M
555,732
+7%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$4.3M
283,807
+15%
清仓
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$3.9M
0
-100%
建仓
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$3.7M
128,836
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$2.8M
397,496
+13%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$2.8M
6,196
清仓
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$2.3M
0
-100%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$2.2M
632,616
+7%
清仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$2.1M
0
-100%
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$2.0M
0
-100%
清仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$1.9M
0
-100%
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$1.9M
0
-100%
清仓
SYSB
ISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETF
-$1.8M
0
-100%
清仓
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$1.6M
0
-100%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVERS COM
-$1.5M
0
-100%
清仓
MBB
ISHARES MBS ETF
-$1.5M
0
-100%
清仓
TIP
ISHARES TIPS BOND ETF
-$1.5M
0
-100%
减持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
-$1.4M
12,848
-81%
清仓
GLD
SPDR GOLD SHARES
-$1.3M
0
-100%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$1.3M
86,713
+175%
清仓
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$1.3M
0
-100%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$1.2M
5,731
-85%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$1.1M
20,951
-41%
清仓
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$1.1M
0
-100%
清仓
HYLS
FIRST TRUST TACTICAL HIGH YIELD ETF
-$1.1M
0
-100%
清仓
XMLV
INVESCO S&P MIDCAP LOW VOLATILITY ETF
-$1.1M
0
-100%
清仓
FTC
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
-$991.5K
0
-100%
清仓
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$936.1K
0
-100%
清仓
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$931.8K
0
-100%
清仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
-$922.3K
0
-100%
清仓
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$906.7K
0
-100%
清仓
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
-$896.7K
0
-100%
清仓
FTA
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
-$868.8K
0
-100%
建仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
+$855.1K
8,162
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$836.1K
22,974
-45%
清仓
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$761.2K
0
-100%
清仓
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$747.8K
0
-100%
清仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$730.8K
0
-100%
清仓
XSLV
INVESCO S&P SMALLCAP LOW VOLATILITY ETF
-$713.0K
0
-100%
减持
IEV
ISHARES EUROPE ETF
-$693.6K
4,356
-77%
清仓
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$685.5K
0
-100%
减持
SUSL
ISHARES ESG MSCI USA LEADERS ETF
-$674.7K
6,576
-60%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$636.4K
35,719
-44%
清仓
REM
ISHARES MORTGAGE REAL ESTATE ETF
-$583.1K
0
-100%
减持
LLY
ELI LILLY & CO COM
-$531.6K
767
-58%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$492.3K
15,712
-25%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$475.6K
20,898
+30%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$471.2K
0
-100%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$456.8K
6,303
-49%
清仓
JNJ
JOHNSON & JOHNSON COM
-$449.5K
0
-100%
清仓
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
-$439.6K
0
-100%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$423.8K
36,500
-29%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$413.8K
0
-100%
清仓
PFE
PFIZER INC COM
-$407.4K
0
-100%
建仓
HPQ
HP INC COM
+$406.7K
13,516
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$399.5K
0
-100%
清仓
OEF
ISHARES S&P 100 ETF
-$386.0K
0
-100%
清仓
PEP
PEPSICO INC COM
-$380.4K
0
-100%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$374.5K
21,110
-19%
减持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$347.0K
18,218
-29%
清仓
MRK
MERCK & CO INC COM
-$345.1K
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC COM
+$342.7K
2,465
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$339.2K
0
-100%
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$337.5K
0
-100%
清仓
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
-$335.5K
0
-100%
清仓
PSMJ
PACER SWAN SOS MODERATE (JULY) ETF
-$334.3K
0
-100%
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$325.6K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$295.9K
1,349
-50%
清仓
KO
COCA COLA CO COM
-$291.2K
0
-100%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$285.6K
2,238
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$283.1K
1,731
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$281.9K
21,560
-22%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$278.4K
0
-100%
清仓
V
VISA INC COM CL A
-$251.9K
0
-100%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$239.4K
0
-100%
清仓
KR
KROGER CO COM
-$238.3K
0
-100%
清仓
CVS
CVS HEALTH CORP COM
-$233.9K
0
-100%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$230.2K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$227.9K
13,421
清仓
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$210.8K
0
-100%
减持
AAPL
APPLE INC COM
-$208.3K
3,805
-31%
减持
EFA
ISHARES MSCI EAFE ETF
-$196.1K
27,240
-17%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$190.8K
3,223
-44%
建仓
T
AT&T INC COM
+$176.5K
10,519
减持
MSFT
MICROSOFT CORP COM
-$144.7K
763
-44%
增持
SPY
SPDR S&P 500 ETF TRUST
+$132.1K
2,351
+2%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$123.4K
2,616
-24%
增持
—
EXXON MOBIL CORP COM
-$120.7K
11,429
+6%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$64.2K
6,579
+2%
增持
CVX
CHEVRON CORP NEW COM
-$37.2K
1,979
+0%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$33.7K
12,091
-1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$27.1K
1,873
+1%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$22.9K
1,931
-3%
减持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$20.6K
10,815
-6%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$19.6K
17,820
-1%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.2K
1,765
-6%
