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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 20增持 89减持 33清仓 8

方向

标的

Δ市值

现股数(环比)

增持

SHY ISHARES TR

+$59.7M

821,921 +673%

减持

SHV ISHARES TR

-$25.1M

3,951 -98%

减持

GVI ISHARES TR

-$16.5M

13,606 -92%

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

IVV ISHARES TR

+$7.9M

291,286 -0%

增持

IDEV ISHARES TR

+$7.9M

1,393,892 +1%

增持

BSV VANGUARD BD INDEX FDS

+$3.8M

102,377 +86%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$3.0M

617,946 +2%

增持

IEMG ISHARES INC

+$2.1M

423,509 +2%

增持

DFAT DIMENSIONAL ETF TRUST

+$2.1M

540,537 +0%

增持

BND VANGUARD BD INDEX FDS

+$2.1M

49,270 +120%

减持

DFUV DIMENSIONAL ETF TRUST

+$1.9M

967,703 -1%

清仓

GNSS GENASYS INC

-$1.3M

0 -100%

增持

AAPL APPLE INC

+$1.2M

53,030 +0%

减持

JNJ JOHNSON & JOHNSON

+$782.8K

51,520 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$647.8K

13,259 -1%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$614.2K

12,772 -0%

增持

— ACCENTURE PLC IRELAND

+$604.1K

11,896 +0%

增持

TSLA TESLA INC

+$578.3K

8,809 +1%

增持

NUEM NUSHARES ETF TR

+$414.2K

117,950 +4%

增持

JSTC TIDAL ETF TR

+$374.8K

138,740 +7%

减持

PWRD TCW ETF TRUST

-$359.8K

19,257 -26%

增持

MRK MERCK & CO INC

-$346.3K

40,955 +1%

减持

GOOG ALPHABET INC

-$313.6K

4,476 -23%

增持

NVDA NVIDIA CORPORATION

+$271.2K

24,926 +12%

建仓

SDY SPDR SER TR

+$269.9K

1,900

清仓

PINS PINTEREST INC

-$263.5K

0 -100%

减持

MMM 3M CO

+$250.0K

7,328 -0%

增持

IWB ISHARES TR

+$239.7K

7,924 +5%

增持

— EXXON MOBIL CORP

+$232.6K

41,485 +3%

增持

WMT WALMART INC

+$221.9K

10,279 +14%

增持

META META PLATFORMS INC

+$211.6K

1,269 +24%

建仓

QUS SPDR SER TR

+$188.0K

1,193

减持

VB VANGUARD INDEX FDS

+$186.5K

11,250 -1%

增持

SPG SIMON PPTY GROUP INC NEW

+$177.2K

1,058 +9518%

增持

IJR ISHARES TR

+$175.5K

15,116 +1%

增持

AVGO BROADCOM INC

+$175.1K

2,253 +1594%

减持

ITOT ISHARES TR

+$174.5K

26,350 -0%

增持

MA MASTERCARD INCORPORATED

+$172.5K

2,992 +1%

增持

HD HOME DEPOT INC

+$155.6K

2,364 +1%

减持

GEV GE VERNOVA INC

+$150.2K

1,824 -1%

增持

NEE NEXTERA ENERGY INC

+$146.7K

4,122 +45%

增持

DFAC DIMENSIONAL ETF TRUST

+$144.3K

25,826 +12%

减持

EXPE EXPEDIA GROUP INC

+$143.1K

6,555 -0%

减持

ONB OLD NATL BANCORP IND

-$141.7K

181,350 -12%

增持

AXP AMERICAN EXPRESS CO

+$138.7K

1,027 +70%

增持

VXF VANGUARD INDEX FDS

+$138.3K

10,381 +0%

建仓

VFMF VANGUARD WELLINGTON FD

+$127.7K

979

增持

V VISA INC

+$125.7K

1,616 +33%

增持

LOW LOWES COS INC

+$124.6K

1,339 +24%

增持

AMZN AMAZON COM INC

+$115.6K

13,058 +9%

增持

MSFT MICROSOFT CORP

+$115.3K

15,074 +6%

减持

BSX BOSTON SCIENTIFIC CORP

-$115.1K

68 -96%

增持

MDLZ MONDELEZ INTL INC

+$112.0K

8,861 +7%

减持

DDOG DATADOG INC

-$111.1K

7,549 -0%

建仓

AVUS AMERICAN CENTY ETF TR

+$110.9K

1,166

增持

DHR DANAHER CORPORATION

+$109.6K

1,524 +21%

建仓

QEFA SPDR INDEX SHS FDS

+$109.5K

1,361

增持

GOOGL ALPHABET INC

-$106.8K

7,847 +1%

增持

CRM SALESFORCE INC

+$106.3K

1,213 +38%

增持

PG PROCTER AND GAMBLE CO

+$105.5K

9,691 +2%

清仓

IOT SAMSARA INC

-$101.1K

0 -100%

增持

MCD MCDONALDS CORP

+$99.8K

1,088 +20%

建仓

DEEF DBX ETF TR

+$96.4K

3,116

增持

— EATON CORP PLC

+$94.1K

718 +56%

增持

NOW SERVICENOW INC

+$93.2K

186 +100%

增持

SPY SPDR S&P 500 ETF TR

+$90.9K

3,028 +0%

减持

VO VANGUARD INDEX FDS

+$88.7K

4,119 -0%

建仓

EFG ISHARES TR

+$88.2K

819

建仓

NULV NUSHARES ETF TR

+$87.5K

2,098

增持

NVO NOVO-NORDISK A S

-$86.8K

3,880 +1%

增持

BNL BROADSTONE NET LEASE INC

+$85.9K

25,667 +2%

建仓

AVEM AMERICAN CENTY ETF TR

+$85.7K

1,327

增持

LLY ELI LILLY & CO

+$84.6K

350 +41%

增持

— LINDE PLC

+$83.7K

252 +204%

增持

LHX L3HARRIS TECHNOLOGIES INC

+$81.4K

6,111 +0%

增持

PM PHILIP MORRIS INTL INC

+$79.6K

3,348 +4%

增持

PANW PALO ALTO NETWORKS INC

+$78.4K

269 +573%

增持

CARR CARRIER GLOBAL CORPORATION

+$78.3K

3,902 +4%

增持

UNH UNITEDHEALTH GROUP INC

+$77.3K

679 +8%

减持

ADP AUTOMATIC DATA PROCESSING IN

+$76.9K

2,273 -2%

减持

INTC INTEL CORP

-$76.8K

6,058 -14%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$75.6K

2,048 +8433%

增持

VTV VANGUARD INDEX FDS

+$74.9K

5,401 +0%

清仓

— ODDITY TECH LTD

-$73.2K

0 -100%

减持

QUAL ISHARES TR

+$72.6K

10,788 -1%

增持

ZTS ZOETIS INC

+$71.1K

1,960 +9%

清仓

CP CANADIAN PACIFIC KANSAS CITY

-$70.9K

0 -100%

减持

ABBV ABBVIE INC

+$68.3K

4,142 -5%

建仓

— GENPACT LIMITED

+$68.2K

1,740

减持

ABT ABBOTT LABS

+$67.9K

7,648 -1%

建仓

EMXC ISHARES INC

+$67.8K

1,110

增持

IWP ISHARES TR

+$67.3K

764 +278%

增持

JPM JPMORGAN CHASE & CO.

+$66.8K

4,570 +3%

增持

BAC BANK AMERICA CORP

+$66.0K

3,335 +100%

建仓

VFMO VANGUARD WELLINGTON FD

+$65.7K

408

增持

KKR KKR & CO INC

+$65.0K

2,553 +0%

增持

ECL ECOLAB INC

+$61.8K

284 +531%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$61.5K

1,238 +40%

增持

— ARISTA NETWORKS INC

+$58.8K

386 +51%

增持

PLD PROLOGIS INC.

+$57.9K

999 +64%

增持

TMUS T-MOBILE US INC

+$57.0K

1,543 +4%

减持

VXUS VANGUARD STAR FDS

-$56.0K

1,660 -39%

增持

SPGI S&P GLOBAL INC

+$55.0K

652 +3%

增持

ADBE ADOBE INC

+$54.7K

347 +54%

减持

NTRS NORTHERN TR CORP

-$52.9K

1 -100%

清仓

— SUPER MICRO COMPUTER INC

-$50.0K

0 -100%

增持

TJX TJX COS INC NEW

+$49.5K

5,981 +1%

增持

VV VANGUARD INDEX FDS

+$49.1K

3,485 +0%

建仓

SMH VANECK ETF TRUST

+$49.1K

200

增持

WM WASTE MGMT INC DEL

+$48.7K

1,399 +23%

增持

KO COCA COLA CO

+$48.5K

4,577 +4%

增持

VLTO VERALTO CORP

+$46.6K

1,272 +27%

减持

CL COLGATE PALMOLIVE CO

+$46.2K

6,859 -0%

增持

PGR PROGRESSIVE CORP

+$45.1K

200 +641%

增持

HON HONEYWELL INTL INC

+$44.9K

676 +52%

清仓

— MATTERPORT INC

-$44.7K

0 -100%

减持

— NEWAMSTERDAM PHARMA COMPANY

-$43.9K

6,181 -38%

增持

A AGILENT TECHNOLOGIES INC

+$43.7K

319 +1039%

增持

ORLY OREILLY AUTOMOTIVE INC

+$42.4K

68 +100%

减持

RTX RTX CORPORATION

-$41.8K

1,218 -35%

增持

CCK CROWN HLDGS INC

+$38.3K

1,474 +6%

增持

— BLACKROCK INC

+$37.6K

52 +247%

建仓

JEPI J P MORGAN EXCHANGE TRADED F

+$37.2K

625

增持

AMT AMERICAN TOWER CORP NEW

+$35.8K

173 +652%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

+$35.5K

2,305 -1%

建仓

BNDW VANGUARD SCOTTSDALE FDS

+$33.5K

475

减持

BA BOEING CO

-$32.9K

680 -9%

增持

ATR APTARGROUP INC

+$32.9K

1,370 +3%

减持

SYM SYMBOTIC INC

-$32.8K

314 -73%

增持

SYK STRYKER CORPORATION

+$32.0K

1,102 +2%

清仓

PGNY PROGYNY INC

-$31.5K

0 -100%

建仓

SPAB SPDR SER TR

+$31.2K

1,194

建仓

DEUS DBX ETF TR

+$30.2K

551

增持

PEP PEPSICO INC

+$29.7K

1,904 +7%

减持

VZ VERIZON COMMUNICATIONS INC

-$29.6K

3,424 -23%

减持

SCHW SCHWAB CHARLES CORP

-$28.6K

67 -85%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$28.3K

2,653 +1%

建仓

SCHZ SCHWAB STRATEGIC TR

+$28.3K

595

建仓

IUSB ISHARES TR

+$27.2K

577

增持

MKC MCCORMICK & CO INC

+$26.8K

1,864 +4%

增持

VRSK VERISK ANALYTICS INC

+$26.5K

449 +29%

建仓

VSGX VANGUARD WORLD FD

+$26.4K

429

增持

VBR VANGUARD INDEX FDS

+$26.2K

1,398 +0%

增持

ICE INTERCONTINENTAL EXCHANGE IN

+$25.9K

190 +459%

增持

GS GOLDMAN SACHS GROUP INC

+$25.3K

564 +1%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$25.0K

365 +1%

增持

DFAS DIMENSIONAL ETF TRUST

+$24.7K

1,842 +17%

增持

PWR QUANTA SVCS INC

+$24.4K

255 +26%

增持

GILD GILEAD SCIENCES INC

+$24.0K

1,505 +1%

增持

— MEDTRONIC PLC

+$24.0K

1,704 +4%