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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 93 项
建仓 11
增持 21
减持 43
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$119.3M
2,823,753
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$110.6M
60,527
-98%
增持
IVV
ISHARES CORE S&P 500 ETF
+$29.8M
302,433
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
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$28.1M
138,197
+12055%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$25.9M
1,059,177
+10%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$18.2M
1,164,012
-34%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$15.7M
4,562,493
+4%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$8.2M
802,412
+3%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$6.9M
1,714,470
+4%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$6.1M
2,104,472
+3%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$6.1M
163,122
-22%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$4.0M
28,307
-64%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$3.9M
1,097,757
+0%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$3.0M
0
-100%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$2.7M
657,201
+4%
建仓
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$2.1M
91,181
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.7M
42,779
+63%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$1.5M
931,707
+3%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$1.1M
588,571
+3%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.0M
0
-100%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$939.4K
0
-100%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$859.3K
85,692
+70%
清仓
IJH
ISHARES CORE S&P MID-CAP ETF
-$473.5K
0
-100%
减持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$378.6K
89,941
-15%
清仓
IFV
FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF
-$378.2K
0
-100%
清仓
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
-$374.8K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$350.9K
0
-100%
清仓
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$336.6K
0
-100%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$329.2K
5,775
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$329.2K
2,472
-57%
建仓
GEV
GE VERNOVA INC COM
+$325.4K
615
清仓
—
DISCOVER FINL SVCS COM
-$298.6K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP COM
+$297.2K
1,397
减持
MSFT
MICROSOFT CORP COM
+$283.7K
2,353
-0%
清仓
CMCSA
COMCAST CORP NEW CL A
-$273.6K
0
-100%
建仓
UNP
UNION PAC CORP COM
+$267.1K
1,161
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$245.8K
2,578
-8%
建仓
PG
PROCTER AND GAMBLE CO COM
+$243.4K
1,528
清仓
LLY
ELI LILLY & CO COM
-$242.0K
0
-100%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$238.7K
3,242
减持
SDY
SPDR S&P DIVIDEND ETF
-$237.4K
1,622
-52%
建仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$236.9K
6,047
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$221.3K
0
-100%
减持
PRF
INVESCO RAFI US 1000 ETF
-$220.8K
11,640
-34%
清仓
QCOM
QUALCOMM INC COM
-$218.4K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$215.7K
0
-100%
清仓
ABBV
ABBVIE INC COM
-$215.6K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
-$214.8K
0
-100%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$211.7K
2,912
-39%
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$210.7K
3,584
建仓
RTX
RTX CORPORATION COM
+$202.1K
1,384
清仓
SU
SUNCOR ENERGY INC NEW COM
-$201.2K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$182.7K
22,045
-9%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$173.0K
33,267
-2%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$171.5K
2,128
-31%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$161.3K
694
-46%
增持
NUDV
NUVEEN ESG DIVIDEND ETF
+$160.1K
14,785
+59%
减持
SPY
SPDR S&P 500 ETF TRUST
-$158.0K
989
-28%
增持
GE
GE AEROSPACE COM NEW
+$139.3K
2,417
+0%
减持
NVDA
NVIDIA CORPORATION COM
+$130.4K
4,483
-16%
增持
AMZN
AMAZON COM INC COM
+$129.9K
3,257
+6%
减持
EFA
ISHARES MSCI EAFE ETF
+$127.3K
35,152
-5%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$116.0K
4,064
+35%
清仓
—
DUN & BRADSTREET HLDGS INC COM
-$114.4K
0
-100%
减持
AAPL
APPLE INC COM
-$93.2K
3,092
-6%
减持
VOO
VANGUARD S&P 500 ETF
-$82.4K
585
-28%
减持
WFC
WELLS FARGO CO NEW COM
-$81.6K
3,497
-31%
减持
PEP
PEPSICO INC COM
-$78.0K
2,129
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$77.5K
1,906
-2%
减持
OKTA
OKTA INC CL A
-$71.5K
5,600
-7%
减持
VTV
VANGUARD VALUE ETF
-$71.0K
12,857
-5%
减持
ALL
ALLSTATE CORP COM
-$67.1K
1,840
-13%
减持
JNJ
JOHNSON & JOHNSON COM
-$58.1K
1,344
-15%
增持
MS
MORGAN STANLEY COM NEW
+$58.0K
2,312
+1%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$54.2K
12,800
-5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$52.4K
12,176
+0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$51.6K
5,153
-6%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$45.9K
13,470
+3%
减持
HPQ
HP INC COM
-$45.1K
12,800
-1%
减持
—
EXXON MOBIL CORP COM
-$42.0K
2,309
-6%
减持
JPM
JPMORGAN CHASE & CO. COM
+$35.2K
1,504
-8%
减持
DFCA
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
-$31.5K
13,310
-4%
减持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$26.1K
11,810
-3%
减持
DTM
DT MIDSTREAM INC COMMON STOCK
+$24.9K
2,396
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$21.9K
1,701
-5%
减持
XEL
XCEL ENERGY INC COM
-$20.5K
3,676
-4%
减持
CAH
CARDINAL HEALTH INC COM
-$18.5K
1,716
-23%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$11.3K
1,993
-11%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$7.7K
40,302
+0%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$7.2K
20,286
-2%
减持
CATH
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
+$6.4K
2,854
-8%
减持
DIM
WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
+$5.4K
7,845
-11%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$361
5,599
-10%
