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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 109 项
建仓 40
增持 33
减持 17
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$41.7M
4,402,823
+11%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$20.4M
2,037,439
+13%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$9.1M
632,153
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。
+15%
建仓
IEUR
ISHARES CORE MSCI EUROPE ETF
+$7.7M
127,792
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$7.7M
3,387,730
+6%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$6.8M
908,541
+14%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$6.4M
1,649,675
+15%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$6.4M
77,924
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$6.2M
1,754,522
+12%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$5.8M
777,571
+3%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$5.4M
1,096,338
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
-$5.0M
281,105
+2%
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$4.1M
11,308
建仓
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$3.6M
45,623
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$3.5M
573,768
+15%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$3.0M
30,000
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$2.4M
960,247
+3%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$2.2M
24,178
增持
VTV
VANGUARD VALUE ETF
+$2.1M
13,566
+937%
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$2.1M
34,013
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.5M
210,104
+9%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.2M
36,889
+57%
建仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$1.1M
9,517
建仓
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$1.0M
20,678
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.0M
5,398
减持
—
EXXON MOBIL CORP COM
-$1.0M
2,446
-80%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$939.4K
5,423
清仓
UNP
UNION PAC CORP COM
-$903.7K
0
-100%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$819.6K
26,204
+45%
减持
MSFT
MICROSOFT CORP COM
-$727.3K
2,362
-38%
建仓
PRF
INVESCO RAFI US 1000 ETF
+$712.8K
17,640
减持
SPY
SPDR S&P 500 ETF TRUST
-$675.7K
1,375
-44%
清仓
HD
HOME DEPOT INC COM
-$667.9K
0
-100%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$661.0K
106,103
+36%
建仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$599.1K
4,812
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$587.4K
3,082
建仓
DIM
WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
+$585.5K
8,845
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$572.1K
2,813
+38%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$569.3K
11,000
+267%
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$549.9K
12,149
清仓
CMI
CUMMINS INC COM
-$536.8K
0
-100%
清仓
COR
CENCORA INC COM
-$509.6K
0
-100%
清仓
IWR
ISHARES RUSSELL MIDCAP ETF
-$506.6K
0
-100%
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$473.5K
8,115
建仓
DTE
DTE ENERGY CO COM
+$447.0K
3,233
清仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$444.2K
0
-100%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$442.1K
6,000
建仓
ALL
ALLSTATE CORP COM
+$437.5K
2,113
建仓
VOO
VANGUARD S&P 500 ETF
+$414.7K
807
减持
LLY
ELI LILLY & CO COM
-$390.3K
293
-64%
建仓
IFV
FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF
+$378.2K
18,912
清仓
CVX
CHEVRON CORP NEW COM
-$378.0K
0
-100%
建仓
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$374.8K
12,000
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
-$364.4K
0
-100%
建仓
WFC
WELLS FARGO CO NEW COM
+$361.8K
5,039
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$350.9K
2,343
清仓
COST
COSTCO WHSL CORP NEW COM
-$347.3K
0
-100%
建仓
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$336.6K
5,100
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$319.7K
50,530
+34%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$317.2K
40,266
+43%
增持
AMZN
AMAZON COM INC COM
+$316.1K
3,073
+151%
减持
LMT
LOCKHEED MARTIN CORP COM
-$313.2K
5,458
-4%
建仓
CAH
CARDINAL HEALTH INC COM
+$306.8K
2,227
增持
NVDA
NVIDIA CORPORATION COM
+$302.3K
5,331
+160%
建仓
—
DISCOVER FINL SVCS COM
+$298.6K
1,749
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$281.1K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO COM
-$278.3K
0
-100%
建仓
CMCSA
COMCAST CORP NEW CL A
+$273.6K
7,414
建仓
XEL
XCEL ENERGY INC COM
+$270.8K
3,826
建仓
MS
MORGAN STANLEY COM NEW
+$267.6K
2,294
清仓
FFIV
F5 INC COM
-$262.8K
0
-100%
建仓
NUDV
NUVEEN ESG DIVIDEND ETF
+$259.1K
9,285
清仓
T
AT&T INC COM
-$251.8K
0
-100%
清仓
VUG
VANGUARD GROWTH ETF
-$251.6K
0
-100%
建仓
DTM
DT MIDSTREAM INC COMMON STOCK
+$238.4K
2,471
清仓
SYK
STRYKER CORPORATION COM
-$233.7K
0
-100%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$221.3K
2,412
清仓
FE
FIRSTENERGY CORP COM
-$219.8K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$218.5K
0
-100%
建仓
QCOM
QUALCOMM INC COM
+$218.4K
1,422
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$215.7K
2,819
建仓
ABBV
ABBVIE INC COM
+$215.6K
1,029
建仓
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
+$214.8K
3,301
清仓
V
VISA INC COM CL A
-$208.3K
0
-100%
建仓
SU
SUNCOR ENERGY INC NEW COM
+$201.2K
5,197
增持
SDY
SPDR S&P DIVIDEND ETF
+$164.9K
3,372
+52%
建仓
—
DUN & BRADSTREET HLDGS INC COM
+$114.4K
12,795
减持
OKTA
OKTA INC CL A
+$108.1K
6,000
-10%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$105.7K
5,732
+34%
增持
JPM
JPMORGAN CHASE & CO. COM
+$101.7K
1,634
+31%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$99.7K
2,245
-9%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$81.6K
13,452
-1%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$75.4K
13,130
+6%
减持
GE
GE AEROSPACE COM NEW
+$70.8K
2,412
-2%
减持
HPQ
HP INC COM
-$67.6K
12,934
-1%
增持
AAPL
APPLE INC COM
+$63.6K
3,276
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$62.3K
1,948
+1%
减持
A
AGILENT TECHNOLOGIES INC COM
-$43.0K
2,440
-0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$33.8K
1,137
-12%
增持
DFCA
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
+$31.3K
13,860
+6%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$28.5K
12,160
+6%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$23.5K
3,018
-15%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$23.2K
1,294
-1%
减持
CATH
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
-$18.7K
3,094
-4%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$9.3K
1,797
+18%
减持
JNJ
JOHNSON & JOHNSON COM
+$5.8K
1,588
-11%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$4.2K
6,221
-4%
增持
PEP
PEPSICO INC COM
-$1.1K
2,395
+1%
清仓
—
VIVAKOR INC COM NEW
+$0
0
-100%
