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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 56
减持 68
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$15.8M
279,435
+6%
减持
SES
SES AI CORPORATION
-$3.4M
21,127
-98%
减持
PG
PROCTER AND GAMBLE CO
-$3.3M
10,061
-69%
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
—
SCHWAB CHARLES FAMILY FD
-$3.3M
1,943,884
-63%
增持
TSLA
TESLA INC
+$1.9M
9,120
+321%
增持
SHV
ISHARES TR
+$1.9M
211,771
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
628,953
+2%
减持
AAPL
APPLE INC
+$1.5M
51,815
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
1,057,454
+0%
建仓
FFIN
FIRST FINL BANKSHARES INC
+$814.4K
28,584
减持
IDEV
ISHARES TR
-$808.0K
925,128
-2%
增持
AMZN
AMAZON COM INC
+$723.4K
10,210
+74%
减持
MSFT
MICROSOFT CORP
+$654.4K
13,499
-1%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$650.5K
23,961
增持
JNJ
JOHNSON & JOHNSON
+$601.0K
56,063
+0%
增持
—
EXXON MOBIL CORP
+$446.4K
41,954
+14%
增持
MRK
MERCK & CO INC
+$377.6K
41,197
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$357.3K
12,944
-1%
增持
NVDA
NVIDIA CORPORATION
+$328.3K
2,226
+1%
增持
ITOT
ISHARES TR
+$310.8K
27,151
+5%
增持
PWRD
ENGINE NO 1 ETF TRUST
+$290.5K
93,823
+1%
增持
—
ACCENTURE PLC IRELAND
+$277.8K
12,137
+0%
增持
VOO
VANGUARD INDEX FDS
+$267.7K
2,760
+21%
增持
TTD
THE TRADE DESK INC
+$250.3K
15,334
+0%
减持
NVO
NOVO-NORDISK A S
-$214.7K
2,245
-38%
减持
DDOG
DATADOG INC
+$183.6K
7,549
-2%
增持
IWB
ISHARES TR
+$182.8K
9,357
+0%
清仓
RWO
SPDR INDEX SHS FDS
-$177.0K
0
-100%
增持
HUBS
HUBSPOT INC
+$172.3K
435
+215%
减持
BSV
VANGUARD BD INDEX FDS
-$166.5K
37,137
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$155.7K
3,405
+3%
增持
GE
GENERAL ELECTRIC CO
+$155.3K
7,354
+8%
增持
VB
VANGUARD INDEX FDS
+$154.4K
10,694
+3%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$150.9K
0
-100%
减持
ABBV
ABBVIE INC
-$147.0K
4,613
-4%
增持
GOOG
ALPHABET INC
+$144.4K
6,060
+7%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$138.8K
5,953
减持
ONB
OLD NATL BANCORP IND
-$126.3K
262,663
-0%
增持
IEMG
ISHARES INC
+$124.4K
106,794
+1%
减持
SJM
SMUCKER J M CO
-$123.9K
4
-99%
建仓
SHY
ISHARES TR
+$113.5K
1,400
增持
JPM
JPMORGAN CHASE & CO
+$112.6K
6,432
+2%
增持
IWF
ISHARES TR
+$111.0K
2,576
+5%
增持
VTI
VANGUARD INDEX FDS
+$110.4K
771
+165%
减持
AMGN
AMGEN INC
-$108.1K
160
-73%
减持
CTAS
CINTAS CORP
-$107.6K
6
-97%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$97.9K
7
-90%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$92.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$91.4K
387
-34%
减持
IQLT
ISHARES TR
-$91.0K
13,394
-17%
增持
EQT
EQT CORP
+$90.7K
3,260
+140%
减持
ISRG
INTUITIVE SURGICAL INC
+$90.5K
1,360
-7%
增持
CVX
CHEVRON CORP NEW
+$88.8K
1,405
+73%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.4K
10,602
+4%
增持
EXPE
EXPEDIA GROUP INC
+$82.6K
6,624
+0%
增持
VTV
VANGUARD INDEX FDS
+$81.7K
6,029
+7%
减持
PEP
PEPSICO INC
-$80.2K
1,886
-20%
减持
RPM
RPM INTL INC
-$79.2K
1,554
-38%
增持
ABT
ABBOTT LABS
+$78.6K
8,629
+1%
减持
GOOGL
ALPHABET INC
+$78.1K
7,557
-5%
增持
META
META PLATFORMS INC
+$77.6K
969
+2%
减持
DVY
ISHARES TR
-$76.6K
128
-84%
增持
MA
MASTERCARD INCORPORATED
+$74.3K
2,402
+0%
减持
BND
VANGUARD BD INDEX FDS
-$72.9K
14,561
-5%
清仓
MUB
ISHARES TR
-$70.2K
0
-100%
减持
QCOM
QUALCOMM INC
-$67.9K
576
-46%
减持
—
DUPONT DE NEMOURS INC
-$66.7K
4,004
-19%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$66.5K
2,728
-9%
减持
AMP
AMERIPRISE FINL INC
-$64.7K
10
-95%
减持
HWM
HOWMET AEROSPACE INC
-$64.5K
40
-97%
减持
DHR
DANAHER CORPORATION
-$61.9K
1,229
-13%
减持
CEG
CONSTELLATION ENERGY CORP
-$60.1K
15
-98%
建仓
RBA
RB GLOBAL INC
+$60.0K
1,000
减持
—
AON PLC
-$58.9K
12
-94%
减持
IR
INGERSOLL RAND INC
-$56.9K
213
-83%
清仓
—
RITCHIE BROS AUCTIONEERS
-$56.3K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$56.1K
181
-66%
增持
VV
VANGUARD INDEX FDS
+$55.4K
3,336
+0%
减持
DOW
DOW INC
-$55.3K
5,398
-14%
清仓
RUSHA
RUSH ENTERPRISES INC
-$55.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$54.7K
3,493
-26%
增持
IJR
ISHARES TR
+$53.9K
16,000
+0%
增持
VO
VANGUARD INDEX FDS
+$52.9K
2,502
+6%
建仓
ARKK
ARK ETF TR
+$51.6K
1,170
减持
MPC
MARATHON PETE CORP
-$51.5K
49
-88%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$51.4K
1,660
增持
VUG
VANGUARD INDEX FDS
+$50.9K
804
+14%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$50.6K
57
-72%
减持
MMM
3M CO
-$49.0K
7,383
-2%
减持
MET
METLIFE INC
-$48.5K
4,258
-15%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$48.5K
600
增持
SCHW
SCHWAB CHARLES CORP
+$48.2K
1,711
+84%
增持
WMT
WALMART INC
+$47.2K
3,079
+4%
减持
PM
PHILIP MORRIS INTL INC
-$46.4K
3,224
-13%
清仓
—
CANADIAN PAC RY LTD
-$46.2K
0
-100%
增持
CI
THE CIGNA GROUP
+$45.9K
1,728
+1%
增持
COST
COSTCO WHSL CORP NEW
+$45.7K
1,005
+1%
减持
ATR
APTARGROUP INC
-$45.1K
1,590
-18%
增持
AVGO
BROADCOM INC
+$45.0K
97
+59%
建仓
SHEL
SHELL PLC
+$44.7K
741
清仓
HUBB
HUBBELL INC
-$44.3K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$43.4K
8,312
+3%
清仓
INCY
INCYTE CORP
-$43.4K
0
-100%
增持
PFE
PFIZER INC
-$43.2K
13,618
+2%
减持
CSCO
CISCO SYS INC
-$42.8K
3,239
-20%
清仓
JKHY
HENRY JACK & ASSOC INC
-$42.4K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$42.1K
34
-90%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$40.7K
382
+1%
减持
EXC
EXELON CORP
-$39.8K
44
-96%
减持
BKNG
BOOKING HOLDINGS INC
-$39.7K
2
-88%
建仓
JOBY
JOBY AVIATION INC
+$39.5K
3,850
减持
SBUX
STARBUCKS CORP
-$38.5K
309
-53%
增持
TJX
TJX COS INC NEW
+$38.3K
5,730
+0%
减持
DXCM
DEXCOM INC
-$38.3K
13
-96%
增持
AEP
AMERICAN ELEC PWR CO INC
+$37.3K
468
+1935%
清仓
AIZ
ASSURANT INC
-$35.9K
0
-100%
减持
COP
CONOCOPHILLIPS
-$34.6K
1,018
-28%
增持
T
AT&T INC
+$34.4K
3,505
+214%
减持
—
HESS CORP
-$34.0K
12
-96%
减持
MS
MORGAN STANLEY
-$33.9K
267
-59%
减持
EL
LAUDER ESTEE COS INC
-$33.9K
372
-14%
清仓
SNY
SANOFI
-$32.7K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$32.5K
882
-18%
减持
AME
AMETEK INC
-$32.5K
6
-97%
减持
SPGI
S&P GLOBAL INC
+$32.1K
615
-1%
减持
—
TRANE TECHNOLOGIES PLC
-$32.1K
242
-43%
减持
SQ
BLOCK INC
-$32.0K
940
-32%
减持
DIS
DISNEY WALT CO
-$31.8K
2,207
-3%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$31.0K
824
-71%
减持
BAC
BANK AMERICA CORP
-$29.6K
2,345
-31%
减持
—
CHUBB LIMITED
-$28.4K
168
-46%
增持
—
EATON CORP PLC
+$28.2K
457
+23%
增持
XLK
SELECT SECTOR SPDR TR
+$27.6K
1,197
+0%
清仓
CMA
COMERICA INC
-$27.4K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$26.7K
528
-59%
增持
NET
CLOUDFLARE INC
+$26.6K
1,010
+58%
减持
MRVL
MARVELL TECHNOLOGY INC
-$26.3K
112
-85%
增持
REGN
REGENERON PHARMACEUTICALS
-$26.3K
263
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$26.2K
356
-41%
减持
OGN
ORGANON & CO
-$26.1K
3,869
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$25.4K
3,090
+19%
清仓
—
HORIZON THERAPEUTICS PUB L
-$25.1K
0
-100%
减持
SYY
SYSCO CORP
-$24.8K
4,142
-4%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$24.7K
254
增持
—
LINDE PLC
+$24.4K
80
+371%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$23.7K
6,113
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$23.6K
1
-98%
增持
QQQ
INVESCO QQQ TR
+$23.3K
477
+0%
增持
REET
ISHARES TR
+$23.3K
23,688
+4%
清仓
VOYA
VOYA FINANCIAL INC
-$23.2K
0
-100%
