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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 76 项
建仓 8
增持 21
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$32.2M
365,540
-44%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$26.6M
3,413,129
+21%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$26.0M
4,852,251
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。
+6%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$22.0M
1,360,330
+46%
增持
IVV
ISHARES CORE S&P 500 ETF
+$15.3M
303,423
+0%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$12.2M
1,065,791
+1%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$11.0M
2,238,626
+6%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$6.3M
839,508
+5%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$5.7M
1,756,250
+2%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$4.9M
1,125,835
+3%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$2.1M
631,120
+7%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.7M
161,941
-1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.3M
1,177,029
+1%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$1.1M
31,835
-26%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$974.8K
135,593
-2%
减持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
-$556.3K
66,863
-27%
减持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$553.9K
66,217
-26%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$548.2K
63,156
-26%
清仓
PRF
INVESCO RAFI US 1000 ETF
-$492.0K
0
-100%
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$481.7K
7,382
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$387.4K
0
-100%
建仓
ESGV
VANGUARD ESG U.S. STOCK ETF
+$296.6K
2,504
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$226.3K
10,733
-5%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$226.0K
1,110
建仓
CIEN
CIENA CORP COM NEW
+$218.5K
1,500
建仓
ABBV
ABBVIE INC COM
+$215.6K
931
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$213.4K
1,220
增持
VTV
VANGUARD VALUE ETF
+$213.4K
13,329
+4%
建仓
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
+$211.4K
8,972
建仓
AVGO
BROADCOM INC COM
+$208.2K
631
清仓
JNJ
JOHNSON & JOHNSON COM
-$205.3K
0
-100%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$197.3K
5,863
+81%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$167.2K
8,094
-15%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$151.6K
3,549
+44%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$151.3K
33,452
+1%
减持
AAPL
APPLE INC COM
+$138.2K
3,034
-2%
减持
EFA
ISHARES MSCI EAFE ETF
+$131.3K
35,060
-0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$131.1K
1,114
+13%
减持
LMT
LOCKHEED MARTIN CORP COM
+$123.5K
5,028
-2%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$115.1K
21,059
-4%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$113.6K
44,661
+11%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$106.0K
1,669
-2%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$103.4K
1,513
-29%
减持
GE
GE AEROSPACE COM NEW
+$100.2K
2,401
-1%
减持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$71.7K
57,858
-4%
减持
OKTA
OKTA INC CL A
-$69.2K
5,350
-4%
增持
VOO
VANGUARD S&P 500 ETF
+$65.7K
650
+11%
减持
COF
CAPITAL ONE FINL CORP COM
-$59.8K
1,117
-20%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$57.1K
5,965
+7%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$56.3K
12,154
-0%
减持
CAH
CARDINAL HEALTH INC COM
-$52.8K
1,500
-13%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$49.0K
43,623
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$39.6K
1,851
-3%
减持
WFC
WELLS FARGO CO NEW COM
-$37.4K
2,897
-17%
减持
XEL
XCEL ENERGY INC COM
+$36.5K
3,556
-3%
减持
MSFT
MICROSOFT CORP COM
+$32.8K
2,323
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$25.3K
1,923
-4%
减持
NUDV
NUVEEN ESG DIVIDEND ETF
-$23.2K
13,606
-8%
减持
RTX
RTX CORPORATION COM
+$21.5K
1,336
-3%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$20.2K
700
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$18.2K
1,440
-4%
减持
PEP
PEPSICO INC COM
+$16.2K
2,117
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$15.2K
5,748
-0%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$14.0K
3,749
-8%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$13.0K
5,155
-15%
减持
NVDA
NVIDIA CORPORATION COM
+$12.3K
3,862
-14%
减持
PG
PROCTER AND GAMBLE CO COM
-$11.9K
1,507
-1%
减持
SDY
STATE STREET SPDR S&P DIVIDEND ETF
-$10.1K
1,500
-8%
减持
AMZN
AMAZON COM INC COM
-$9.7K
3,210
-1%
减持
ALL
ALLSTATE CORP COM
-$7.7K
1,690
-8%
减持
—
EXXON MOBIL CORP COM
+$6.4K
2,264
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$6.0K
2,503
-3%
减持
DTM
DT MIDSTREAM INC COMMON STOCK
-$3.0K
2,303
-4%
减持
CATH
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
+$2.2K
2,684
-6%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$1.7K
3,609
+1%
减持
UNP
UNION PAC CORP COM
+$1.4K
1,136
-2%
