小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
TFC Financial Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TFC Financial Management
报告期 2026-03-31 · CIK 0001827844
持仓数
998
前50大市值合计
$754.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 23
增持 58
减持 52
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
IDEV
ISHARES TR
-$8.2M
1,029,220
-4%
减持
—
SCHWAB CHARLES FAMILY FD
-$3.7M
3,767,243
-50%
增持
IVV
ISHARES TR
-$3.2M
239,173
+2%
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。
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.7M
1,072,956
-2%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$2.5M
0
-100%
增持
IEMG
ISHARES INC
+$1.9M
128,928
+75%
减持
PG
PROCTER AND GAMBLE CO
-$723.0K
33,212
-3%
增持
IWB
ISHARES TR
+$685.0K
6,880
+112%
增持
JNJ
JOHNSON & JOHNSON
-$661.0K
57,669
+2%
清仓
ESGV
VANGUARD WORLD FD
-$655.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$500.0K
35,614
-14%
增持
MUB
ISHARES TR
+$449.0K
9,821
+87%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$409.0K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
-$385.0K
612,706
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$285.0K
11,543
+13%
增持
COST
COSTCO WHSL CORP NEW
+$231.0K
1,192
+72%
清仓
TOTL
SSGA ACTIVE ETF TR
-$228.0K
0
-100%
减持
MRK
MERCK & CO INC
-$226.0K
41,138
-0%
增持
—
ACCENTURE PLC IRELAND
-$196.0K
14,179
+2%
减持
VXF
VANGUARD INDEX FDS
-$191.0K
11,396
-9%
增持
AAPL
APPLE INC
+$174.0K
50,452
+1%
增持
VB
VANGUARD INDEX FDS
+$173.0K
10,027
+15%
增持
MSFT
MICROSOFT CORP
-$139.0K
13,490
+6%
减持
PFE
PFIZER INC
-$130.0K
13,382
-2%
增持
HD
HOME DEPOT INC
+$129.0K
2,814
+19%
减持
ABT
ABBOTT LABS
-$125.0K
9,214
-2%
减持
VTV
VANGUARD INDEX FDS
-$122.0K
5,774
-9%
增持
REGN
REGENERON PHARMACEUTICALS
+$120.0K
261
+158%
清仓
VUSB
VANGUARD BD INDEX FDS
-$120.0K
0
-100%
减持
ATR
APTARGROUP INC
-$117.0K
1,935
-34%
增持
ITOT
ISHARES TR
-$116.0K
27,898
+0%
增持
INTC
INTEL CORP
-$116.0K
10,318
+1%
增持
AMZN
AMAZON COM INC
+$115.0K
4,585
+21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$112.0K
5,204
-15%
减持
DHR
DANAHER CORPORATION
-$109.0K
1,213
-27%
增持
DFIV
DIMENSIONAL ETF TRUST
+$108.0K
9,803
+95%
清仓
IYR
ISHARES TR
-$106.0K
0
-100%
减持
REET
ISHARES TR
-$103.0K
23,901
-5%
增持
TMUS
T-MOBILE US INC
+$102.0K
1,996
+62%
增持
TJX
TJX COS INC NEW
+$101.0K
5,957
+23%
减持
IQLT
ISHARES TR
-$99.0K
18,275
-7%
减持
QUAL
ISHARES TR
-$97.0K
12,239
-0%
增持
TSLA
TESLA INC
+$94.0K
2,009
+208%
清仓
XLF
SELECT SECTOR SPDR TR
-$89.0K
0
-100%
减持
APH
AMPHENOL CORP NEW
-$89.0K
1,755
-46%
增持
CARR
CARRIER GLOBAL CORPORATION
+$88.0K
4,121
+151%
增持
LNT
ALLIANT ENERGY CORP
+$88.0K
3,200
+129%
减持
—
MEDTRONIC PLC
-$87.0K
1,181
-42%
增持
GOOG
ALPHABET INC
-$84.0K
3,020
+1666%
增持
ROK
ROCKWELL AUTOMATION INC
+$84.0K
746
+97%
增持
—
BLACKROCK INC
+$82.0K
216
+254%
建仓
ES
EVERSOURCE ENERGY
+$78.0K
1,000
增持
—
CHUBB LIMITED
+$71.0K
486
+465%
增持
JPM
JPMORGAN CHASE & CO
+$69.0K
6,050
+21%
减持
MA
MASTERCARD INCORPORATED
-$69.0K
1,876
-2%
减持
NVDA
NVIDIA CORPORATION
-$67.0K
1,130
-16%
增持
APD
AIR PRODS & CHEMS INC
+$64.0K
291
+1719%
增持
NKE
NIKE INC
+$64.0K
1,307
+196%
减持
SYY
SYSCO CORP
-$63.0K
3,645
-4%
增持
ADI
ANALOG DEVICES INC
+$62.0K
1,990
+35%
增持
SO
SOUTHERN CO
+$62.0K
2,722
+58%
减持
NYT
NEW YORK TIMES CO
-$62.0K
1,955
-54%
增持
V
VISA INC
+$58.0K
606
+137%
增持
GS
GOLDMAN SACHS GROUP INC
+$57.0K
728
+39%
减持
VBR
VANGUARD INDEX FDS
-$55.0K
2,182
-11%
增持
DIS
DISNEY WALT CO
+$54.0K
4,250
+15%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$54.0K
4,276
-20%
增持
EFA
ISHARES TR
+$53.0K
8,437
+26%
减持
NVO
NOVO-NORDISK A S
-$52.0K
3,632
-2%
增持
LNG
CHENIERE ENERGY INC
+$51.0K
781
+32%
建仓
AVTR
AVANTOR INC
+$51.0K
2,600
增持
IJR
ISHARES TR
-$49.0K
9,685
+0%
减持
—
ASML HOLDING N V
-$47.0K
290
-17%
减持
OGN
ORGANON & CO
-$43.0K
4,038
-0%
增持
SPGI
S&P GLOBAL INC
+$43.0K
904
+31%
增持
ILMN
ILLUMINA INC
+$42.0K
470
+79%
增持
CTRA
COTERRA ENERGY INC
+$42.0K
1,653
+3019%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$41.0K
75
-29%
减持
—
CYBERARK SOFTWARE LTD
-$40.0K
375
-50%
建仓
INCY
INCYTE CORP
+$40.0K
600
建仓
IOT
SAMSARA INC
+$36.0K
3,000
减持
—
EXXON MOBIL CORP
+$35.0K
36,499
-1%
减持
PYPL
PAYPAL HLDGS INC
-$33.0K
1,083
-40%
建仓
ANSS
ANSYS INC
+$33.0K
150
清仓
HIMX
HIMAX TECHNOLOGIES INC
-$33.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$32.0K
1,721
+0%
建仓
LQDT
LIQUIDITY SVCS INC
+$32.0K
1,950
增持
—
EATON CORP PLC
+$32.0K
418
+117%
增持
SPY
SPDR S&P 500 ETF TR
-$31.0K
1,579
+0%
清仓
—
KORNIT DIGITAL LTD
-$31.0K
0
-100%
建仓
ENB
ENBRIDGE INC
+$30.0K
806
减持
BDX
BECTON DICKINSON & CO
-$30.0K
655
-8%
清仓
—
SIRIUS XM HOLDINGS INC
-$28.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$28.0K
7,500
+2093%
减持
META
META PLATFORMS INC
-$28.0K
895
-3%
减持
LDI
LOANDEPOT INC
-$28.0K
64,037
-18%
建仓
—
NEW YORK CMNTY BANCORP INC
+$26.0K
3,000
增持
MO
ALTRIA GROUP INC
+$26.0K
11,818
+9%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$25.0K
631
建仓
PHYL
PGIM ETF TR
+$25.0K
750
减持
CNI
CANADIAN NATL RY CO
-$24.0K
1,705
-8%
清仓
BWA
BORGWARNER INC
-$23.0K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$23.0K
273
+91%
建仓
SEER
SEER INC
+$23.0K
3,000
减持
IWM
ISHARES TR
-$23.0K
99
-57%
减持
CI
CIGNA CORP NEW
+$23.0K
1,718
-0%
减持
CMCSA
COMCAST CORP NEW
-$23.0K
1,437
-14%
减持
NOC
NORTHROP GRUMMAN CORP
-$22.0K
2
-96%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$21.0K
300
-6%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$20.0K
75
减持
GE
GENERAL ELECTRIC CO
-$20.0K
6,810
-2%
减持
—
INMODE LTD
-$20.0K
2,095
-42%
清仓
—
CDK GLOBAL INC
-$20.0K
0
-100%
建仓
ROUS
LATTICE STRATEGIES TR
+$18.0K
500
建仓
HIO
WESTERN ASSET HIGH INCOME OP
+$18.0K
5,000
减持
BEAM
BEAM THERAPEUTICS INC
-$18.0K
212
-71%
减持
VNQ
VANGUARD INDEX FDS
-$18.0K
346
-32%
减持
SXT
SENSIENT TECHNOLOGIES CORP
-$17.0K
546
-20%
增持
AMD
ADVANCED MICRO DEVICES INC
-$17.0K
1,585
+4%
减持
EXPE
EXPEDIA GROUP INC
-$17.0K
6,617
-1%
减持
—
UNILEVER PLC
-$17.0K
3,094
-7%
建仓
KMI
KINDER MORGAN INC DEL
+$17.0K
1,000
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$16.0K
1,544
+5%
增持
—
APTIV PLC
+$16.0K
205
+4000%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$15.0K
130
+2500%
建仓
EHI
WESTERN ASSET GBL HIGH INC F
+$15.0K
2,275
减持
TER
TERADYNE INC
-$15.0K
480
-16%
建仓
XFCOX
ABRDN GLOBAL INCOME FUND INC
+$14.0K
3,000
建仓
CNP
CENTERPOINT ENERGY INC
+$14.0K
500
减持
BURL
BURLINGTON STORES INC
-$13.0K
53
-63%
建仓
PSR
INVESCO ACTIVELY MANAGED ETF
+$13.0K
150
增持
NOK
NOKIA CORP
+$13.0K
3,000
+33233%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$13.0K
0
-100%
减持
PEP
PEPSICO INC
-$13.0K
2,775
-1%
清仓
NTRS
NORTHERN TR CORP
-$13.0K
0
-100%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$12.0K
200
清仓
CIVI
CIVITAS RESOURCES INC
-$12.0K
0
-100%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$12.0K
248
-47%
建仓
PDN
INVESCO EXCH TRADED FD TR II
+$12.0K
450
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$11.0K
3,500
清仓
EFV
ISHARES TR
-$11.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$10.0K
3,618
+0%
清仓
—
WW INTL INC
-$10.0K
0
-100%
增持
SCZ
ISHARES TR
-$10.0K
3,487
+6%
增持
CSCO
CISCO SYS INC
+$10.0K
3,458
+15%
增持
—
BRIGHT HEALTH GROUP INC
+$10.0K
26,300
+163%
增持
VO
VANGUARD INDEX FDS
+$10.0K
2,237
+7%
减持
WMT
WALMART INC
-$10.0K
3,257
-8%
建仓
JD
JD.COM INC
+$9.0K
178
增持
ZTS
ZOETIS INC
-$9.0K
2,247
+13%
