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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 72 项建仓 16增持 21减持 21清仓 14

方向

标的

Δ市值

现股数(环比)

增持

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

+$51.8M

2,699,290 +36%

增持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$28.3M

173,708 +8896%

增持

IVV ISHARES CORE S&P 500 ETF

+$23.3M

266,102

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。

清仓

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

-$22.1M

0 -100%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$9.6M

850,891 +1%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$9.6M

1,594,985 +23%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$8.5M

2,737,765 -3%

增持

SHV ISHARES SHORT TREASURY BOND ETF

+$5.6M

493,292 +11%

增持

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

+$5.6M

743,546 +18%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$5.4M

466,355 +10%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$4.8M

591,957 +7%

建仓

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF

+$4.2M

71,443

减持

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF

-$2.5M

1,008,283 -12%

增持

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

+$2.2M

1,431,811 +4%

建仓

ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF

+$2.1M

40,969

清仓

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$1.7M

0 -100%

清仓

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-$1.6M

0 -100%

增持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$1.6M

431,910 +9%

清仓

STIP ISHARES 0-5 YEAR TIPS BOND ETF

-$1.5M

0 -100%

建仓

VLUE ISHARES MSCI USA VALUE FACTOR ETF

+$1.3M

12,145

建仓

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

+$1.3M

12,100

清仓

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF

-$1.1M

0 -100%

增持

MSFT MICROSOFT CORP COM

+$986.6K

3,027 +297%

清仓

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

-$915.8K

0 -100%

建仓

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$836.8K

1,990

清仓

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

-$830.0K

0 -100%

减持

ESGU ISHARES ESG AWARE MSCI USA ETF

-$645.3K

13,508 -36%

清仓

EFV ISHARES MSCI EAFE VALUE ETF

-$629.9K

0 -100%

清仓

EFG ISHARES MSCI EAFE GROWTH ETF

-$610.4K

0 -100%

建仓

CMF ISHARES CALIFORNIA MUNI BOND ETF

+$592.7K

10,300

建仓

DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF

+$589.9K

11,700

建仓

COR CENCORA INC COM

+$563.5K

2,319

清仓

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

-$463.5K

0 -100%

建仓

CMI CUMMINS INC COM

+$453.5K

1,539

建仓

PEP PEPSICO INC COM

+$406.5K

2,323

减持

GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF

-$370.3K

4,662 -43%

建仓

— FLEX LTD ORD

+$369.5K

12,915

清仓

IVLU ISHARES MSCI INTL VALUE FACTOR ETF

-$340.6K

0 -100%

建仓

FIS FIDELITY NATL INFORMATION SVCS COM

+$334.5K

4,509

建仓

NVDA NVIDIA CORPORATION COM

+$321.7K

356

建仓

FE FIRSTENERGY CORP COM

+$283.1K

7,331

建仓

EXC EXELON CORP COM

+$256.1K

6,817

减持

FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER

-$254.3K

13,725 -33%

建仓

VTI VANGUARD TOTAL STOCK MARKET ETF

+$242.7K

934

清仓

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF

-$232.1K

0 -100%

清仓

IEV ISHARES EUROPE ETF

-$230.3K

0 -100%

减持

LMT LOCKHEED MARTIN CORP COM

-$214.2K

5,703 -8%

减持

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF

-$204.3K

29,600 -19%

增持

— EXXON MOBIL CORP COM

+$202.6K

11,573 +1%

清仓

T AT&T INC COM

-$176.5K

0 -100%

减持

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

+$166.7K

127,615 -1%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$158.1K

4,587 +42%

增持

UNP UNION PAC CORP COM

+$147.7K

4,224 +16%

减持

LLY ELI LILLY & CO COM

+$123.1K

733 -4%

增持

— ISHARES IBONDS DEC 2024 TERM TREASURY ETF

+$114.2K

91,193 +5%

减持

EFA ISHARES MSCI EAFE ETF

+$111.4K

27,097 -1%

增持

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

+$104.3K

21,842 +5%

减持

GE GE AEROSPACE COM NEW

+$102.1K

2,209 -1%

增持

SCHO SCHWAB SHORT-TERM US TREASURY ETF

+$57.7K

22,864 +6%

减持

VIG VANGUARD DIVIDEND APPRECIATION ETF

-$50.9K

1,368 -22%

减持

SPY SPDR S&P 500 ETF TRUST

+$41.1K

2,215 -6%

减持

IBM INTERNATIONAL BUSINESS MACHS COM

+$39.0K

1,687 -3%

增持

AAPL APPLE INC COM

-$34.0K

4,074 +7%

减持

IWR ISHARES RUSSELL MIDCAP ETF

+$19.9K

6,318 -4%

减持

A AGILENT TECHNOLOGIES INC COM

+$14.4K

2,454 -0%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$12.2K

8,272 +1%

减持

CVX CHEVRON CORP NEW COM

-$10.1K

1,808 -9%

减持

HPQ HP INC COM

-$8.8K

13,166 -3%

减持

HPE HEWLETT PACKARD ENTERPRISE CO COM

+$4.1K

13,086 -2%

减持

EEM ISHARES MSCI EMERGING MARKETS ETF

+$1.3K

5,642 -2%

减持

SUSL ISHARES ESG MSCI USA LEADERS ETF

+$1.3K

5,926 -10%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$891

6,170 +357%