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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 72 项
建仓 16
增持 35
减持 12
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$27.0M
3,203,828
+39%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$20.9M
1,799,763
-11%
减持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
-$6.3M
1,430,900
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。
-8%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$4.9M
3,952,928
+7%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$4.5M
929,548
+2%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$4.0M
1,065,332
-3%
清仓
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
-$3.8M
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.6M
276,747
+0%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$3.3M
551,299
+6%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.5M
753,937
+14%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$1.4M
499,027
+9%
清仓
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$944.1K
0
-100%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$916.9K
77,987
+103%
清仓
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
-$902.4K
0
-100%
清仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$841.1K
0
-100%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$794.4K
796,600
+4%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$683.8K
28,151
建仓
HD
HOME DEPOT INC COM
+$667.9K
1,717
增持
LMT
LOCKHEED MARTIN CORP COM
-$557.8K
5,662
+0%
建仓
OKTA
OKTA INC CL A
+$523.2K
6,640
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$386.6K
1,568,525
+207%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$360.2K
2,473
+96%
建仓
COST
COSTCO WHSL CORP NEW COM
+$347.3K
379
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$281.1K
2,638
建仓
PG
PROCTER AND GAMBLE CO COM
+$278.3K
1,660
建仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$270.1K
3,547
建仓
JNJ
JOHNSON & JOHNSON COM
+$257.6K
1,781
建仓
T
AT&T INC COM
+$251.8K
11,059
建仓
VUG
VANGUARD GROWTH ETF
+$251.6K
613
增持
SPY
SPDR S&P 500 ETF TRUST
+$235.2K
2,465
+17%
建仓
SYK
STRYKER CORPORATION COM
+$233.7K
649
建仓
CATH
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
+$227.7K
3,214
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$223.7K
193,325
+1%
建仓
VTV
VANGUARD VALUE ETF
+$221.4K
1,308
清仓
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$221.3K
0
-100%
清仓
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
-$218.7K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$218.5K
5,463
增持
MSFT
MICROSOFT CORP COM
+$218.0K
3,829
+18%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$215.2K
0
-100%
清仓
ALB
ALBEMARLE CORP COM
-$214.0K
0
-100%
建仓
V
VISA INC COM CL A
+$208.3K
659
清仓
EXC
EXELON CORP COM
-$206.1K
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
-$190.9K
23,430
-0%
减持
LLY
ELI LILLY & CO COM
-$100.4K
819
-1%
减持
UNP
UNION PAC CORP COM
-$86.1K
3,963
-1%
增持
CVX
CHEVRON CORP NEW COM
+$56.0K
2,610
+19%
增持
AAPL
APPLE INC COM
+$50.6K
2,652
+1%
增持
DFCA
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
+$50.5K
13,110
+10%
减持
PEP
PEPSICO INC COM
-$47.9K
2,369
-1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$46.5K
1,248
+4%
增持
AMZN
AMAZON COM INC COM
+$44.2K
1,224
+2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$43.5K
1,299
+22%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$42.8K
12,128
-0%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$42.8K
11,450
+9%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$39.1K
4,285
+10%
增持
CMI
CUMMINS INC COM
+$38.5K
1,540
+0%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$30.3K
6,510
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$29.3K
1,517
-2%
增持
—
EXXON MOBIL CORP COM
-$25.5K
12,081
+7%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$23.5K
13,546
+4%
增持
FE
FIRSTENERGY CORP COM
-$22.9K
5,525
+1%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$18.1K
5,731
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$17.0K
2,043
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$16.4K
1,920
+5%
减持
NVDA
NVIDIA CORPORATION COM
+$14.1K
2,051
-5%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$13.3K
4,511
+0%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$11.2K
1,304
-5%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$6.7K
37,831
+105%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$6.1K
18,125
+1%
增持
GE
GE AEROSPACE COM NEW
-$3.3K
2,470
+12%
增持
COR
CENCORA INC COM
-$457
2,268
+0%
建仓
—
VIVAKOR INC COM NEW
+$0
21,400
