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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 67
减持 65
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$17.1M
290,658
+3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$14.3M
568,716
+91%
增持
IEMG
ISHARES INC
+$11.2M
307,207
+238%
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。
增持
IDEV
ISHARES TR
+$7.0M
991,644
+3%
增持
SHY
ISHARES TR
+$5.7M
70,076
+5740%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.4M
543,653
-1%
增持
NUEM
NUSHARES ETF TR
+$2.7M
107,024
+1294%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.5M
1,038,071
-2%
减持
PWRD
TCW TRANSFORM ETF TRUST
-$2.3M
41,118
-55%
增持
GVI
ISHARES TR
+$1.6M
139,767
+8%
增持
JSTC
TIDAL ETF TR
+$1.4M
92,086
+568%
增持
BSV
VANGUARD BD INDEX FDS
+$1.3M
52,246
+44%
增持
MSFT
MICROSOFT CORP
+$1.2M
14,852
+7%
减持
AAPL
APPLE INC
+$1.0M
51,921
-1%
减持
—
EXXON MOBIL CORP
-$807.6K
41,102
-2%
清仓
REET
ISHARES TR
-$501.5K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$479.9K
20,344
+40%
减持
—
ACCENTURE PLC IRELAND
+$453.8K
11,938
-2%
增持
VB
VANGUARD INDEX FDS
+$374.0K
11,346
+5%
增持
VO
VANGUARD INDEX FDS
+$361.9K
3,979
+47%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$361.5K
13,074
+3%
增持
ITOT
ISHARES TR
+$344.0K
27,785
+1%
增持
AMZN
AMAZON COM INC
+$321.9K
11,004
+4%
增持
QUAL
ISHARES TR
+$316.4K
12,303
+9%
减持
EXPE
EXPEDIA GROUP INC
+$312.1K
6,554
-1%
减持
MRK
MERCK & CO INC
+$233.2K
41,325
-0%
增持
IJR
ISHARES TR
+$222.5K
15,902
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$221.9K
6,108
-0%
减持
VXF
VANGUARD INDEX FDS
+$201.1K
11,613
-3%
增持
NVDA
NVIDIA CORPORATION
+$182.5K
2,315
+4%
增持
IEFA
ISHARES TR
+$164.3K
12,328
+13%
减持
—
SCHWAB CHARLES FAMILY FD
-$140.0K
648,884
-18%
减持
SPY
SPDR S&P 500 ETF TR
+$137.1K
3,309
-1%
增持
VOO
VANGUARD INDEX FDS
+$128.3K
2,815
+0%
增持
—
ASML HOLDING N V
+$121.8K
549
+10%
减持
SHV
ISHARES TR
-$121.7K
219,816
-0%
减持
PG
PROCTER AND GAMBLE CO
-$117.0K
9,250
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$116.8K
7,008
+60%
增持
MMM
3M CO
+$115.0K
7,296
+0%
增持
INTC
INTEL CORP
+$105.4K
7,169
+0%
增持
VV
VANGUARD INDEX FDS
+$104.2K
3,467
+4%
增持
IWF
ISHARES TR
+$94.8K
2,577
+0%
减持
LNT
ALLIANT ENERGY CORP
-$83.2K
1,411
-56%
建仓
VLTO
VERALTO CORP
+$82.3K
1,001
增持
GOOGL
ALPHABET INC
+$82.2K
7,793
+1%
减持
ABT
ABBOTT LABS
+$81.1K
8,402
-4%
减持
HD
HOME DEPOT INC
+$79.2K
2,339
-3%
增持
GOOG
ALPHABET INC
+$73.1K
6,095
+2%
减持
JPM
JPMORGAN CHASE & CO
+$72.3K
5,897
-8%
增持
DFAC
DIMENSIONAL ETF TRUST
+$71.5K
22,878
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$70.6K
2,514
-8%
建仓
—
ALCON AG
+$69.9K
895
增持
CL
COLGATE PALMOLIVE CO
+$68.0K
7,099
+1%
增持
VTV
VANGUARD INDEX FDS
+$64.7K
5,536
+0%
减持
—
UNILEVER PLC
-$60.7K
1,389
-46%
减持
ISRG
INTUITIVE SURGICAL INC
+$60.6K
1,358
-0%
减持
IWB
ISHARES TR
+$59.7K
8,586
-8%
增持
NET
CLOUDFLARE INC
+$58.7K
1,470
+46%
减持
FUL
FULLER H B CO
-$57.7K
6,216
-24%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$57.5K
559
增持
META
META PLATFORMS INC
+$56.6K
1,025
+0%
增持
TSLA
TESLA INC
+$56.3K
9,661
+3%
增持
IWR
ISHARES TR
+$56.2K
6,294
+1%
增持
IQLT
ISHARES TR
+$54.2K
13,428
+0%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$52.9K
0
-100%
减持
CRM
SALESFORCE INC
+$52.6K
875
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.8K
13,649
-1%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$51.3K
0
-100%
增持
BA
BOEING CO
+$51.2K
739
+0%
增持
NTRS
NORTHERN TR CORP
+$50.7K
630
+1650%
增持
EFA
ISHARES TR
+$48.6K
6,789
+1%
减持
SPGI
S&P GLOBAL INC
+$47.0K
630
-0%
减持
BDX
BECTON DICKINSON & CO
-$45.6K
748
-15%
增持
SCZ
ISHARES TR
+$44.4K
3,975
+11%
增持
TXRH
TEXAS ROADHOUSE INC
+$43.0K
580
+100%
增持
—
CRISPR THERAPEUTICS AG
+$42.9K
700
+3400%
增持
IJH
ISHARES TR
+$42.8K
1,530
+0%
减持
ILMN
ILLUMINA INC
-$42.6K
185
-63%
建仓
VRT
VERTIV HOLDINGS CO
+$42.3K
880
增持
SYM
SYMBOTIC INC
+$42.1K
1,226
+97%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$41.3K
983
-40%
增持
PINS
PINTEREST INC
+$40.9K
3,873
+2%
增持
MCD
MCDONALDS CORP
+$37.5K
1,125
+0%
减持
IRM
IRON MTN INC DEL
-$37.0K
6
-99%
减持
—
IMMUNOGEN INC
+$35.4K
10,800
-40%
减持
ATR
APTARGROUP INC
-$35.0K
1,325
-17%
增持
XLK
SELECT SECTOR SPDR TR
+$34.5K
1,200
+0%
清仓
LQDT
LIQUIDITY SVCS INC
-$34.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$33.6K
54,015
-1%
增持
CVX
CHEVRON CORP NEW
-$32.0K
1,878
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$31.6K
702
+0%
减持
PLD
PROLOGIS INC.
-$31.3K
499
-43%
减持
ADI
ANALOG DEVICES INC
+$30.6K
1,365
-1%
减持
COST
COSTCO WHSL CORP NEW
+$30.6K
918
-10%
减持
WM
WASTE MGMT INC DEL
+$30.2K
1,150
-0%
减持
COP
CONOCOPHILLIPS
-$29.3K
798
-22%
增持
VBR
VANGUARD INDEX FDS
+$29.3K
1,412
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$28.5K
89
+207%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$26.5K
900
+50%
减持
ALB
ALBEMARLE CORP
-$26.3K
3
-98%
增持
APH
AMPHENOL CORP NEW
+$26.3K
1,701
+0%
增持
NKE
NIKE INC
+$26.0K
1,413
+6%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$25.9K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$25.5K
8,308
+0%
减持
—
INMODE LTD
-$25.3K
2,200
-10%
清仓
AZTA
AZENTA INC
-$25.1K
0
-100%
清仓
JOBY
JOBY AVIATION INC
-$24.8K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$24.5K
1,821
-10%
增持
PPG
PPG INDS INC
+$24.4K
1,209
+0%
减持
DHR
DANAHER CORPORATION
-$24.1K
1,214
-1%
清仓
ITA
ISHARES TR
-$24.1K
0
-100%
增持
GPC
GENUINE PARTS CO
-$23.7K
4,053
+0%
增持
PFE
PFIZER INC
-$23.2K
14,986
+9%
减持
WMT
WALMART INC
-$22.8K
2,979
-3%
减持
AXP
AMERICAN EXPRESS CO
+$22.8K
601
-0%
增持
STT
STATE STR CORP
+$22.7K
2,115
+0%
减持
PYPL
PAYPAL HLDGS INC
-$22.5K
134
-74%
减持
SBUX
STARBUCKS CORP
-$22.3K
63
-80%
增持
LOW
LOWES COS INC
+$21.9K
1,110
+2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$21.6K
2,386
-0%
减持
—
PERRIGO CO PLC
-$21.6K
1,762
-28%
清仓
SMR
NUSCALE PWR CORP
-$21.6K
0
-100%
减持
UNP
UNION PAC CORP
+$21.0K
506
-0%
减持
CLX
CLOROX CO DEL
-$20.7K
1,068
-19%
减持
VZ
VERIZON COMMUNICATIONS INC
+$20.1K
3,832
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$20.1K
1,398
+1%
增持
QCOM
QUALCOMM INC
+$20.0K
577
+1%
增持
LLY
ELI LILLY & CO
+$19.8K
279
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$19.3K
2,705
-1%
清仓
MKTX
MARKETAXESS HLDGS INC
-$19.3K
0
-100%
减持
MO
ALTRIA GROUP INC
-$19.0K
10,849
-0%
增持
—
MEDTRONIC PLC
+$19.0K
1,736
+10%
减持
BNL
BROADSTONE NET LEASE INC
+$18.9K
24,341
-13%
减持
CTVA
CORTEVA INC
-$18.8K
5,714
-0%
减持
PCAR
PACCAR INC
-$18.4K
1,035
-26%
减持
CTRA
COTERRA ENERGY INC
-$18.0K
53
-93%
增持
VXUS
VANGUARD STAR FDS
+$17.9K
2,564
+5%
减持
ROK
ROCKWELL AUTOMATION INC
+$17.8K
746
-0%
减持
DOW
DOW INC
+$17.5K
5,395
-0%
减持
MUB
ISHARES TR
-$17.5K
181
-50%
增持
V
VISA INC
+$16.8K
546
+0%
减持
MCO
MOODYS CORP
+$16.8K
230
-0%
减持
HSIC
HENRY SCHEIN INC
-$15.1K
100
-67%
清仓
IJK
ISHARES TR
-$15.0K
0
-100%
减持
BAC
BANK AMERICA CORP
+$14.9K
2,528
-1%
减持
QQQ
INVESCO QQQ TR
+$14.8K
349
-2%
清仓
SMH
VANECK ETF TRUST
-$14.5K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$14.5K
0
-100%
减持
HON
HONEYWELL INTL INC
+$13.8K
573
-1%
清仓
AOR
ISHARES TR
-$13.4K
0
-100%
