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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 100 项
建仓 28
增持 40
减持 26
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$39.8M
776,394
-27%
建仓
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$33.0M
660,056
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$32.1M
320,084
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。
+98%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$31.0M
4,924
-99%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$30.6M
54,261
-95%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$30.3M
270,984
+100%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$28.1M
5,225,541
+8%
建仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$14.5M
208,580
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$11.7M
2,389,566
+7%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$11.6M
3,700,845
+8%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$5.3M
1,147,531
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.1M
303,938
+0%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.9M
863,260
+3%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$3.0M
1,452,626
+7%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$2.6M
1,778,830
+1%
增持
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
+$1.8M
382,565
+5%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$1.6M
136,340
+104%
清仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$1.5M
0
-100%
建仓
VV
VANGUARD LARGE-CAP ETF
+$641.6K
2,038
增持
EFA
ISHARES MSCI EAFE ETF
+$556.8K
39,887
+14%
增持
AAPL
APPLE INC COM
+$521.2K
4,759
+57%
建仓
GOOG
ALPHABET INC CAP STK CL C
+$517.5K
1,649
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$513.5K
5,141
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$508.1K
0
-100%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$457.6K
33,892
+20%
建仓
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$446.4K
1,987
建仓
WMT
WALMART INC COM
+$406.1K
3,645
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$399.5K
530
建仓
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$396.5K
15,578
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$394.6K
38,623
-11%
增持
NVDA
NVIDIA CORPORATION COM
+$379.2K
5,897
+53%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$378.5K
17,554
-17%
建仓
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$374.3K
8,716
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$369.7K
602
建仓
META
META PLATFORMS INC CL A
+$356.4K
540
建仓
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$350.6K
2,978
增持
GOOGL
ALPHABET INC CAP STK CL A
+$336.4K
2,371
+42%
建仓
LLY
ELI LILLY & CO COM
+$335.3K
312
增持
MSFT
MICROSOFT CORP COM
+$312.5K
3,134
+35%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$312.4K
0
-100%
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$311.9K
1,267
增持
AMZN
AMAZON COM INC COM
+$297.9K
4,344
+35%
增持
JPM
JPMORGAN CHASE & CO. COM
+$292.7K
2,318
+61%
建仓
GSSC
TR ACTIVEBETA US SMALL CAP EQUITY ETF
+$292.4K
3,866
建仓
V
VISA INC COM CL A
+$284.1K
810
建仓
EFIV
STATE STREET SPDR S&P 500 ESG ETF
+$278.1K
4,204
建仓
VO
VANGUARD MID-CAP ETF
+$277.2K
955
增持
AVGO
BROADCOM INC COM
+$276.4K
1,400
+122%
建仓
CWI
SPDR MSCI ACWI EX-US ETF
+$275.1K
7,658
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$255.8K
0
-100%
建仓
VHT
VANGUARD HEALTH CARE ETF
+$241.5K
839
建仓
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$228.0K
1,584
减持
DTE
DTE ENERGY CO COM
-$223.9K
1,809
-44%
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$223.9K
2,720
建仓
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
+$223.8K
8,867
建仓
COST
COSTCO WHOLESALE CORPORATION COM
+$219.0K
254
清仓
CIEN
CIENA CORP COM NEW
-$218.5K
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$216.0K
10,572
+43%
建仓
JNJ
JOHNSON & JOHNSON COM
+$215.2K
1,040
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$212.4K
0
-100%
建仓
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
+$205.6K
3,753
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$200.8K
1,355
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$196.8K
8,544
+46%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$181.1K
1,342
-30%
增持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$166.9K
1,333
+20%
增持
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
+$123.3K
14,314
+60%
减持
LMT
LOCKHEED MARTIN CORP COM
-$102.8K
4,977
-1%
增持
—
EXXON MOBIL CORP COM
+$88.3K
2,855
+26%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$83.1K
1,459
+20%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$82.7K
48,049
+8%
减持
OKTA
OKTA INC CL A
-$82.1K
4,724
-12%
增持
RTX
RTX CORPORATION COM
+$72.3K
1,613
+21%
增持
VOO
VANGUARD S&P 500 ETF
+$64.8K
738
+14%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$61.5K
32,549
+2%
减持
XEL
XCEL ENERGY INC COM
-$60.6K
3,063
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$55.6K
2,614
+4%
减持
VTV
VANGUARD VALUE ETF
+$46.0K
13,256
-1%
减持
ALL
ALLSTATE CORP COM
-$42.2K
1,540
-9%
减持
CAH
CARDINAL HEALTH INC COM
+$42.0K
1,350
-10%
减持
NUDV
NUVEEN ESG DIVIDEND ETF
-$41.1K
11,906
-12%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$36.3K
6,389
+7%
减持
DTM
DT MIDSTREAM INC COMMON STOCK
-$35.3K
1,881
-18%
减持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$34.3K
56,979
-2%
减持
UNP
UNION PAC CORP COM
-$30.3K
1,030
-9%
减持
MS
MORGAN STANLEY COM NEW
+$29.1K
2,234
-3%
增持
ABBV
ABBVIE INC COM
+$27.8K
1,065
+14%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$25.4K
1,195
+8%
增持
GEV
GE VERNOVA INC COM
+$24.4K
616
+0%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$23.1K
3,701
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$23.0K
1,841
-1%
减持
WFC
WELLS FARGO & CO COM
-$22.1K
2,368
-18%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$20.4K
10,579
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$19.8K
5,196
-10%
减持
COF
CAPITAL ONE FINL CORP COM
+$19.4K
1,060
-5%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$16.9K
63,929
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$16.6K
12,558
+3%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$7.2K
4,905
-5%
增持
PG
PROCTER & GAMBLE CO COM
+$4.3K
1,646
+9%
减持
CATH
GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
-$976
2,634
-2%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$933
3,656
-2%
