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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 91
增持 18
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
-$41.8M
2,763
-99%
减持
IVV
ISHARES CORE S&P 500 ETF
-$24.4M
281,276
-7%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$22.5M
4,264,532
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%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$11.9M
897,660
+36%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$9.7M
742,657
-4%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$6.5M
5,357,768
+3%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$6.3M
2,482,487
+4%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$4.3M
0
-100%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$3.7M
1,819,051
+2%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$2.1M
239
-99%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$2.1M
320,607
+0%
清仓
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$2.1M
0
-100%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$1.9M
1,120,300
-2%
减持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$1.8M
2,318
-96%
清仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$1.7M
0
-100%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$1.6M
1,471,015
+1%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.4M
1,367
-97%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.4M
868,981
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.0M
565
-78%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.0M
218,652
+5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$854.8K
9,738
-8%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$778.6K
24,892
-27%
清仓
—
FLEX LTD ORD
-$770.8K
0
-100%
清仓
BLV
VANGUARD LONG-TERM BOND ETF
-$764.7K
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$752.8K
273,431
+1%
清仓
DIM
WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
-$632.0K
0
-100%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$559.3K
160,508
+18%
减持
MSFT
MICROSOFT CORP COM
-$515.1K
2,703
-14%
减持
LMT
LOCKHEED MARTIN CORP COM
+$486.0K
4,787
-4%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$445.8K
36,888
+13%
清仓
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
-$396.5K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$341.8K
2,468
+84%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$314.9K
1,045
-72%
减持
PEP
PEPSICO INC COM
-$293.7K
65
-97%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$269.0K
75,278
+18%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$253.3K
3,285
减持
GOOGL
ALPHABET INC CAP STK CL A
-$247.2K
1,721
-27%
建仓
CIEN
CIENA CORP COM NEW
+$232.9K
600
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$203.8K
3,481
建仓
CSCO
CISCO SYS INC COM
+$200.9K
2,589
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$197.8K
1,399
建仓
SU
SUNCOR ENERGY INC NEW COM
+$197.1K
2,982
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$190.2K
993
-80%
减持
AAPL
APPLE INC COM
-$181.7K
4,382
-8%
建仓
GWW
WW GRAINGER INC COM
+$178.9K
164
建仓
EXC
EXELON CORP COM
+$177.5K
3,620
建仓
NEE
NEXTERA ENERGY INC COM
+$177.4K
1,910
建仓
AMAT
APPLIED MATLS INC COM
+$175.0K
512
建仓
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$173.5K
3,780
减持
NVDA
NVIDIA CORPORATION COM
-$167.3K
5,347
-9%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$162.9K
1,707
建仓
TJX
TJX COS INC NEW COM
+$160.0K
1,002
建仓
SHEL
SHELL PLC SPON ADS
+$158.1K
1,700
减持
AMZN
AMAZON COM INC COM
-$156.7K
4,062
-6%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$152.4K
8,075
-24%
建仓
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$152.0K
1,854
建仓
CTVA
CORTEVA INC COM
+$150.7K
1,800
增持
EFA
ISHARES MSCI EAFE ETF
+$150.4K
40,984
+3%
建仓
TPR
TAPESTRY INC COM
+$148.2K
1,050
建仓
CEFA
GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF
+$146.1K
3,961
建仓
VUG
VANGUARD GROWTH ETF
+$144.1K
330
建仓
COP
CONOCOPHILLIPS COM
+$141.9K
1,075
建仓
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$136.6K
2,100
建仓
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$136.5K
2,228
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$133.3K
900
减持
OKTA
OKTA INC CL A
-$133.0K
3,500
-26%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$127.9K
458
建仓
AXP
AMERICAN EXPRESS CO COM
+$127.6K
422
建仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$126.3K
4,924
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$125.4K
371
建仓
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
+$125.3K
1,344
建仓
FE
FIRSTENERGY CORP COM
+$125.3K
2,473
建仓
ED
CONSOLIDATED EDISON INC COM
+$124.5K
1,100
建仓
CAT
CATERPILLAR INC COM
+$123.3K
174
建仓
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
+$121.3K
1,113
建仓
MCD
MCDONALDS CORP COM
+$119.3K
384
建仓
CVX
CHEVRON CORPORATION COM
+$117.7K
569
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$116.7K
7,740
-4%
减持
META
META PLATFORMS INC CL A
-$115.0K
422
-22%
建仓
TDS
TELEPHONE & DATA SYS INC COM NEW
+$113.7K
2,700
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$113.5K
2,261
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$111.5K
1,589
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$110.6K
225
建仓
BLK
BLACKROCK INC COM
+$108.7K
113
建仓
MMM
3M CO COM
+$108.1K
744
建仓
VDC
VANGUARD CONSUMER STAPLES ETF
+$107.6K
479
建仓
DVY
ISHARES SELECT DIVIDEND ETF
+$107.3K
709
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$107.2K
2,110
建仓
LH
LABCORP HOLDINGS INC COM SHS
+$106.7K
400
建仓
CSX
CSX CORP COM
+$105.9K
2,581
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$104.7K
1,818
-1%
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$103.4K
570
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$102.1K
780
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$100.6K
1,353
减持
COF
CAPITAL ONE FINL CORP COM
-$100.6K
857
-19%
减持
PG
PROCTER & GAMBLE CO COM
-$100.1K
940
-43%
减持
AVGO
BROADCOM INC COM
-$99.5K
1,244
-11%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$99.4K
936
建仓
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$98.8K
1,747
减持
—
EXXON MOBIL CORP COM
+$98.6K
2,606
-9%
建仓
PEG
PUBLIC SVC ENTERPRISE GROUP COM
+$97.1K
1,200
建仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
+$96.5K
905
建仓
MCO
MOODYS CORP COM
+$94.7K
217
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$94.5K
125
-51%
建仓
MTZ
MASTEC INC COM
+$92.7K
288
减持
GEV
GE VERNOVA INC COM
+$92.3K
567
-8%
建仓
WM
WASTE MGMT INC DEL COM
+$90.1K
392
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$89.7K
1,061
建仓
APH
AMPHENOL CORP CL A
+$89.3K
707
建仓
SO
SOUTHERN CO COM
+$88.8K
920
建仓
SYK
STRYKER CORPORATION COM
+$88.7K
270
建仓
NFLX
NETFLIX INC. COM
+$88.5K
920
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$86.6K
251
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$85.9K
1,400
建仓
THC
TENET HEALTHCARE CORP COM NEW
+$84.9K
450
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$83.5K
905
建仓
VAW
VANGUARD MATERIALS ETF
+$82.5K
366
增持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
+$82.3K
12,211
+38%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$80.6K
1,000
建仓
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$80.2K
1,014
建仓
GLW
CORNING INC COM
+$78.9K
580
建仓
T
AT&T INC COM
+$78.6K
2,711
建仓
ADI
ANALOG DEVICES INC COM
+$77.9K
245
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$77.9K
51,503
+7%
建仓
PH
PARKER-HANNIFIN CORP COM
+$77.0K
86
建仓
MRK
MERCK & CO INC COM
+$76.5K
636
建仓
LOW
LOWES COS INC COM
+$76.3K
323
建仓
FOXA
FOX CORP CL A COM
+$75.9K
1,300
建仓
BAC
BANK OF AMER CORP COM
+$75.6K
1,550
减持
MS
MORGAN STANLEY COM NEW
-$74.5K
1,957
-12%
建仓
NSC
NORFOLK SOUTHN CORP COM
+$74.3K
259
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$74.2K
171
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$73.3K
1,285
-4%
建仓
MPC
MARATHON PETE CORP COM
+$73.3K
300
建仓
ORCL
ORACLE CORP COM
+$73.1K
497
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$72.2K
267
建仓
STT
STATE STR CORP COM
+$72.2K
571
建仓
LECO
LINCOLN ELEC HLDGS INC COM
+$71.7K
288
建仓
FNF
FIDELITY NATL FINL INC COM SHS
+$69.6K
1,500
建仓
VOOG
VANGUARD S&P 500 GROWTH ETF
+$69.3K
170
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$68.3K
1,202
-24%
建仓
KO
COCA COLA CO COM
+$67.8K
892
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$67.8K
902
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$67.7K
333
建仓
BX
BLACKSTONE INC COM
+$65.9K
573
增持
EFIV
STATE STREET SPDR S&P 500 ESG ETF
+$65.3K
5,444
+29%
建仓
EMR
EMERSON ELEC CO COM
+$64.9K
495
建仓
CPRT
COPART INC COM
+$64.0K
1,928
减持
WFC
WELLS FARGO & CO COM
-$63.8K
1,971
-17%
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$63.4K
93
