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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 3增持 78减持 66清仓 3

方向

标的

Δ市值

现股数(环比)

增持

IDEV ISHARES TR

+$27.7M

1,352,949 +36%

增持

IVV ISHARES TR

+$15.8M

294,151 +1%

增持

IEMG ISHARES INC

+$4.6M

390,842 +27%

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

JQUA J P MORGAN EXCHANGE TRADED F

+$3.9M

588,599 +3%

增持

GVI ISHARES TR

+$2.4M

164,368 +18%

减持

DFUV DIMENSIONAL ETF TRUST

+$2.3M

999,904 -4%

增持

SHY ISHARES TR

+$1.7M

91,412 +30%

增持

SHV ISHARES TR

+$1.0M

228,102 +4%

增持

AAPL APPLE INC

-$988.1K

52,533 +1%

减持

NVDA NVIDIA CORPORATION

+$902.0K

2,267 -2%

减持

MRK MERCK & CO INC

+$887.5K

40,870 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$828.7K

13,547 -1%

减持

TSLA TESLA INC

-$753.0K

9,372 -3%

减持

DFAT DIMENSIONAL ETF TRUST

+$701.4K

535,565 -1%

增持

JSTC TIDAL ETF TR

+$672.5K

126,434 +37%

减持

— EXXON MOBIL CORP

+$649.5K

40,939 -0%

减持

MSFT MICROSOFT CORP

+$543.7K

14,567 -2%

增持

AMZN AMAZON COM INC

+$501.6K

12,050 +10%

减持

PWRD TCW TRANSFORM ETF TRUST

-$455.1K

27,450 -33%

增持

MA MASTERCARD INCORPORATED

+$409.6K

2,993 +24%

减持

ONB OLD NATL BANCORP IND

-$388.9K

212,106 -12%

增持

GE GENERAL ELECTRIC CO

+$353.1K

7,359 +0%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$352.1K

13,041 -0%

清仓

— IMMUNOGEN INC

-$320.2K

0 -100%

增持

BSV VANGUARD BD INDEX FDS

+$284.3K

56,193 +8%

减持

ITOT ISHARES TR

+$264.3K

27,651 -0%

减持

TTD THE TRADE DESK INC

+$237.8K

15,392 -0%

增持

VB VANGUARD INDEX FDS

+$202.4K

11,474 +1%

增持

V VISA INC

+$198.1K

1,219 +123%

增持

IEFA ISHARES TR

+$179.4K

14,103 +14%

减持

FUL FULLER H B CO

-$175.4K

4,146 -33%

增持

PG PROCTER AND GAMBLE CO

+$175.1K

9,434 +2%

增持

NUEM NUSHARES ETF TR

+$159.8K

110,695 +3%

减持

MCD MCDONALDS CORP

-$132.5K

713 -37%

减持

META META PLATFORMS INC

+$129.5K

1,014 -1%

增持

VXF VANGUARD INDEX FDS

+$127.1K

11,619 +0%

减持

IWB ISHARES TR

+$122.2K

8,242 -4%

增持

ABBV ABBVIE INC

+$121.8K

4,437 +0%

增持

BND VANGUARD BD INDEX FDS

+$116.7K

22,208 +9%

增持

VO VANGUARD INDEX FDS

+$114.6K

4,163 +5%

增持

VT VANGUARD INTL EQUITY INDEX F

+$112.9K

1,542 +176%

减持

— ASML HOLDING N V

+$112.4K

544 -1%

增持

MKC MCCORMICK & CO INC

+$110.8K

1,784 +366%

增持

CI THE CIGNA GROUP

+$110.5K

1,729 +0%

减持

SPY SPDR S&P 500 ETF TR

+$106.6K

3,210 -3%

减持

QUAL ISHARES TR

+$106.1K

11,662 -5%

减持

PFE PFIZER INC

-$94.4K

12,145 -19%

增持

EXPE EXPEDIA GROUP INC

-$90.8K

6,563 +0%

减持

CVX CHEVRON CORP NEW

-$89.4K

1,209 -36%

减持

HD HOME DEPOT INC

+$85.3K

2,335 -0%

增持

VV VANGUARD INDEX FDS

+$77.8K

3,479 +0%

减持

NVO NOVO-NORDISK A S

+$75.8K

3,845 -5%

增持

VTV VANGUARD INDEX FDS

+$74.7K

5,541 +0%

减持

— ACCENTURE PLC IRELAND

-$74.2K

11,872 -1%

增持

WMT WALMART INC

+$70.8K

8,982 +202%

减持

DOW DOW INC

-$70.7K

3,886 -28%

增持

COST COSTCO WHSL CORP NEW

+$68.1K

920 +0%

减持

ISRG INTUITIVE SURGICAL INC

+$67.5K

1,317 -3%

增持

GPC GENUINE PARTS CO

+$66.7K

4,054 +0%

增持

IJH ISHARES TR

-$66.5K

5,884 +285%

增持

SYK STRYKER CORPORATION

+$63.8K

1,082 +0%

增持

DFAC DIMENSIONAL ETF TRUST

+$63.7K

22,924 +0%

增持

— SUPER MICRO COMPUTER INC

+$62.3K

80 +23%

增持

— SCHWAB CHARLES FAMILY FD

+$61.9K

710,809 +10%

减持

ZTS ZOETIS INC

-$61.8K

1,872 -2%

减持

JNJ JOHNSON & JOHNSON

+$59.8K

53,898 -0%

减持

GOOGL ALPHABET INC

+$59.7K

7,608 -2%

增持

SCHA SCHWAB STRATEGIC TR

+$59.2K

1,255 +2182%

减持

CL COLGATE PALMOLIVE CO

+$51.3K

6,853 -3%

增持

BA BOEING CO

-$49.2K

743 +1%

清仓

— INMODE LTD

-$48.9K

0 -100%

减持

ADBE ADOBE INC

-$48.2K

226 -17%

增持

VRT VERTIV HOLDINGS CO

+$46.8K

1,090 +24%

减持

IJR ISHARES TR

-$46.2K

15,157 -5%

增持

KKR KKR & CO INC

+$45.5K

2,553 +0%

增持

TJX TJX COS INC NEW

+$44.9K

5,826 +0%

减持

ADI ANALOG DEVICES INC

-$43.8K

1,149 -16%

增持

INTC INTEL CORP

-$42.6K

7,190 +0%

建仓

PGNY PROGYNY INC

+$42.0K

1,100

减持

CTVA CORTEVA INC

+$41.0K

5,459 -4%

减持

DIS DISNEY WALT CO

+$40.9K

1,441 -4%

减持

GOOG ALPHABET INC

-$40.6K

5,375 -12%

增持

TSCO TRACTOR SUPPLY CO

+$40.5K

265 +98%

增持

IQLT ISHARES TR

+$39.1K

13,702 +2%

减持

ADP AUTOMATIC DATA PROCESSING IN

+$38.7K

2,500 -1%

增持

SCHF SCHWAB STRATEGIC TR

+$38.3K

4,251 +23%

减持

IWP ISHARES TR

-$37.2K

202 -65%

增持

IGM ISHARES TR

+$36.9K

3,210 +500%

减持

IWR ISHARES TR

+$36.5K

6,252 -1%

增持

PINS PINTEREST INC

+$35.8K

5,170 +33%

减持

WM WASTE MGMT INC DEL

+$35.5K

1,133 -1%

增持

CRM SALESFORCE INC

+$34.8K

880 +1%

减持

MO ALTRIA GROUP INC

+$34.5K

10,825 -0%

增持

MET METLIFE INC

+$34.2K

4,261 +0%

增持

— EATON CORP PLC

+$33.5K

459 +0%

增持

VBK VANGUARD INDEX FDS

+$33.2K

156 +403%

减持

— UNILEVER PLC

-$33.0K

684 -51%

增持

NOW SERVICENOW INC

+$32.5K

51 +467%

增持

BNL BROADSTONE NET LEASE INC

-$31.3K

24,751 +2%

增持

SYY SYSCO CORP

+$30.8K

2,008 +11%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$30.4K

302 -22%

减持

ADM ARCHER DANIELS MIDLAND CO

-$29.5K

3 -99%

减持

HON HONEYWELL INTL INC

-$29.0K

444 -23%

减持

LOW LOWES COS INC

+$28.9K

1,083 -2%

增持

APH AMPHENOL CORP NEW

+$27.9K

1,704 +0%

增持

EMR EMERSON ELEC CO

+$27.8K

1,713 +0%

增持

PCAR PACCAR INC

+$27.5K

1,038 +0%

增持

ATR APTARGROUP INC

+$27.0K

1,326 +0%

增持

BDX BECTON DICKINSON & CO

+$26.5K

844 +13%

减持

LLY ELI LILLY & CO

+$26.4K

243 -13%

增持

SCZ ISHARES TR

+$26.4K

4,302 +8%

减持

CVNA CARVANA CO

+$25.9K

2,101 -30%

增持

VUG VANGUARD INDEX FDS

+$25.7K

770 +0%

减持

JPM JPMORGAN CHASE & CO

-$25.7K

4,879 -17%

增持

NEE NEXTERA ENERGY INC

+$25.6K

3,392 +8%

增持

CCK CROWN HLDGS INC

+$25.1K

1,385 +51%

增持

AXP AMERICAN EXPRESS CO

+$24.9K

604 +0%

减持

EFA ISHARES TR

+$24.9K

6,717 -1%

减持

PEP PEPSICO INC

-$24.9K

1,730 -10%

增持

DHR DANAHER CORPORATION

+$24.8K

1,224 +1%

减持

— DUPONT DE NEMOURS INC

-$24.6K

3,706 -8%

增持

RTX RTX CORPORATION

+$24.6K

1,791 +0%

减持

MMM 3M CO

-$24.5K

7,289 -0%

增持

PLD PROLOGIS INC.

+$23.9K

694 +39%

减持

HPQ HP INC

-$23.8K

71 -92%

减持

CMCSA COMCAST CORP NEW

-$23.8K

590 -48%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

+$23.2K

2,284 -4%

减持

AVGO BROADCOM INC

+$23.1K

116 -1%

减持

WAT WATERS CORP

-$22.7K

1 -99%

建仓

— MATTERPORT INC

+$22.6K

10,000

增持

— PERRIGO CO PLC

+$22.6K

2,462 +40%

减持

BAC BANK AMERICA CORP

-$21.9K

1,668 -34%

增持

NKE NIKE INC

-$20.1K

1,419 +0%

增持

GS GOLDMAN SACHS GROUP INC

+$19.7K

558 +1%

增持

MDLZ MONDELEZ INTL INC

-$19.7K

8,315 +0%

清仓

MUB ISHARES TR

-$19.6K

0 -100%

增持

XLK SELECT SECTOR SPDR TR

+$19.2K

1,201 +0%

减持

MTB M & T BK CORP

-$19.1K

160 -48%

增持

PRU PRUDENTIAL FINL INC

+$19.0K

1,371 +0%

减持

SCHW SCHWAB CHARLES CORP

-$18.1K

1,080 -23%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$17.9K

883 -10%

减持

VOO VANGUARD INDEX FDS

-$17.3K

2,522 -10%

增持

VBR VANGUARD INDEX FDS

+$17.2K

1,414 +0%

增持

BSX BOSTON SCIENTIFIC CORP

+$17.2K

1,568 +0%

增持

DDOG DATADOG INC

+$16.9K

7,550 +0%

减持

T AT&T INC

-$16.2K

3,032 -27%

建仓

DJP BARCLAYS BANK PLC

+$16.2K

522

增持

XYL XYLEM INC

+$16.0K

1,066 +0%

增持

LHX L3HARRIS TECHNOLOGIES INC

+$15.8K

6,111 +0%

减持

PM PHILIP MORRIS INTL INC

-$15.6K

3,226 -2%