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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 150 项建仓 8增持 49减持 74清仓 19

方向

标的

Δ市值

现股数(环比)

增持

IDEV ISHARES TR

-$6.0M

1,438,229 +3%

增持

IVV ISHARES TR

+$4.8M

293,515 +1%

增持

SHY ISHARES TR

+$2.3M

861,377 +5%

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

IEMG ISHARES INC

-$1.4M

438,633 +4%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$1.4M

634,416 +3%

增持

AAPL APPLE INC

+$1.4M

54,735 +3%

增持

TSLA TESLA INC

+$1.3M

8,932 +1%

减持

DFUV DIMENSIONAL ETF TRUST

-$1.2M

957,036 -1%

减持

JNJ JOHNSON & JOHNSON

-$916.3K

51,398 -0%

减持

GVI ISHARES TR

-$913.9K

5,212 -62%

建仓

MUB ISHARES TR

+$881.0K

8,268

减持

MRK MERCK & CO INC

-$737.5K

39,338 -4%

增持

JPM JPMORGAN CHASE & CO.

+$643.2K

6,703 +47%

增持

AMZN AMAZON COM INC

+$489.0K

13,319 +2%

建仓

AGG ISHARES TR

+$421.5K

4,350

增持

NUEM NUSHARES ETF TR

+$409.8K

140,201 +19%

减持

ONB OLD NATL BANCORP IND

+$350.6K

172,060 -5%

增持

— EXXON MOBIL CORP

-$293.7K

42,476 +2%

减持

MSFT MICROSOFT CORP

-$268.7K

14,751 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$268.4K

12,871 -3%

减持

EXPE EXPEDIA GROUP INC

+$237.0K

6,479 -1%

减持

SHV ISHARES TR

-$214.2K

2,025 -49%

增持

CVX CHEVRON CORP NEW

+$192.1K

2,477 +119%

增持

GOOGL ALPHABET INC

+$191.8K

7,888 +1%

减持

ZTS ZOETIS INC

-$184.3K

1,219 -38%

减持

BSV VANGUARD BD INDEX FDS

-$183.0K

101,890 -0%

建仓

ANET ARISTA NETWORKS INC

+$160.5K

1,452

减持

DFAT DIMENSIONAL ETF TRUST

-$159.9K

537,373 -1%

清仓

— ARISTA NETWORKS INC

-$148.2K

0 -100%

减持

NVO NOVO-NORDISK A S

-$139.3K

3,751 -3%

减持

MDLZ MONDELEZ INTL INC

-$134.1K

8,684 -2%

建仓

IWV ISHARES TR

+$125.3K

375

减持

PFE PFIZER INC

-$123.5K

6,480 -37%

减持

AVGO BROADCOM INC

+$119.8K

2,193 -3%

减持

FFIN FIRST FINL BANKSHARES INC

-$118.5K

16,796 -14%

减持

BNL BROADSTONE NET LEASE INC

-$117.6K

23,253 -9%

增持

BND VANGUARD BD INDEX FDS

-$111.7K

49,910 +1%

清仓

QEFA SPDR INDEX SHS FDS

-$109.5K

0 -100%

减持

DHR DANAHER CORPORATION

-$103.7K

1,394 -9%

增持

CSCO CISCO SYS INC

+$102.6K

4,676 +43%

增持

LLY ELI LILLY & CO

+$100.6K

532 +52%

清仓

DEEF DBX ETF TR

-$96.4K

0 -100%

增持

GPC GENUINE PARTS CO

-$91.4K

4,066 +0%

增持

CRM SALESFORCE INC

+$90.3K

1,263 +4%

减持

HD HOME DEPOT INC

-$88.4K

2,235 -5%

清仓

EFG ISHARES TR

-$88.2K

0 -100%

清仓

NULV NUSHARES ETF TR

-$87.5K

0 -100%

减持

ABBV ABBVIE INC

-$86.2K

4,118 -1%

建仓

SUB ISHARES TR

+$84.4K

800

增持

REGN REGENERON PHARMACEUTICALS

-$83.8K

272 +3%

减持

PG PROCTER AND GAMBLE CO

-$82.6K

9,519 -2%

减持

NEE NEXTERA ENERGY INC

-$80.1K

3,743 -9%

减持

MA MASTERCARD INCORPORATED

+$79.1K

2,956 -1%

增持

RTX RTX CORPORATION

+$77.4K

1,944 +60%

减持

SOFI SOFI TECHNOLOGIES INC

+$72.9K

9,718 -1%

增持

CVLC MORGAN STANLEY ETF TRUST

+$69.3K

2,214 +70%

减持

PEP PEPSICO INC

-$68.9K

1,676 -12%

清仓

EMXC ISHARES INC

-$67.8K

0 -100%

增持

IWF ISHARES TR

+$67.6K

2,578 +0%

清仓

VFMO VANGUARD WELLINGTON FD

-$65.7K

0 -100%

减持

UNH UNITEDHEALTH GROUP INC

-$65.2K

656 -3%

增持

PSX PHILLIPS 66

+$61.4K

787 +266%

减持

DOW DOW INC

-$56.6K

3,886 -0%

增持

IQLT ISHARES TR

-$55.9K

13,220 +0%

减持

PLTR PALANTIR TECHNOLOGIES INC

-$55.2K

278 -86%

减持

ROK ROCKWELL AUTOMATION INC

-$53.6K

546 -30%

减持

ITW ILLINOIS TOOL WKS INC

-$52.8K

440 -30%

增持

DIS DISNEY WALT CO

+$52.5K

3,427 +0%

增持

JSTC TIDAL ETF TR

+$50.2K

145,328 +5%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$50.0K

12,617 -1%

清仓

— BLACKROCK INC

-$49.4K

0 -100%

减持

TDG TRANSDIGM GROUP INC

-$49.1K

57 -33%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$47.3K

343 -6%

清仓

— APTIV PLC

-$46.6K

0 -100%

减持

AMD ADVANCED MICRO DEVICES INC

-$46.5K

301 -40%

减持

CVNA CARVANA CO

+$46.2K

2,026 -4%

增持

MMM 3M CO

-$45.2K

7,410 +1%

增持

GS GOLDMAN SACHS GROUP INC

+$45.1K

566 +0%

增持

CVLT COMMVAULT SYS INC

+$45.0K

402 +294%

增持

KO COCA COLA CO

-$43.5K

4,584 +0%

清仓

— NEWAMSTERDAM PHARMA COMPANY

-$43.3K

0 -100%

增持

SMR NUSCALE PWR CORP

+$42.4K

6,501 +1%

减持

LOW LOWES COS INC

-$41.1K

1,303 -3%

增持

SPY SPDR S&P 500 ETF TR

+$39.4K

3,032 +0%

建仓

— APTIV PLC

+$39.1K

647

建仓

BLK BLACKROCK INC

+$39.0K

38

减持

SCZ ISHARES TR

-$38.6K

4,249 -3%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

-$37.2K

2,291 -1%

清仓

JEPI J P MORGAN EXCHANGE TRADED F

-$37.2K

0 -100%

增持

T AT&T INC

+$36.7K

4,842 +45%

增持

CVIE MORGAN STANLEY ETF TRUST

+$34.5K

1,313 +107%

减持

ITOT ISHARES TR

+$33.7K

25,998 -1%

清仓

BNDW VANGUARD SCOTTSDALE FDS

-$33.5K

0 -100%

清仓

— LAM RESEARCH CORP

-$33.5K

0 -100%

减持

WMS ADVANCED DRAIN SYS INC DEL

-$33.4K

168 -50%

减持

STT STATE STR CORP

-$33.1K

1,571 -26%

减持

WM WASTE MGMT INC DEL

-$32.5K

1,278 -9%

减持

VTI VANGUARD INDEX FDS

-$32.3K

796 -14%

减持

PWRD TCW ETF TRUST

-$32.0K

19,176 -0%

减持

AWK AMERICAN WTR WKS CO INC NEW

-$31.7K

34 -86%

减持

ADBE ADOBE INC

-$31.6K

333 -4%

减持

NVDA NVIDIA CORPORATION

+$31.2K

22,774 -9%

清仓

SPAB SPDR SER TR

-$31.2K

0 -100%

增持

VBK VANGUARD INDEX FDS

+$31.1K

530 +21%

减持

BDX BECTON DICKINSON & CO

-$31.0K

789 -9%

减持

VEA VANGUARD TAX-MANAGED FDS

-$30.9K

1,699 -20%

减持

CSX CSX CORP

-$29.8K

210 -80%

增持

BP BP PLC

+$29.5K

1,057 +1754%

减持

ADI ANALOG DEVICES INC

-$29.3K

1,096 -4%

清仓

SCHZ SCHWAB STRATEGIC TR

-$28.3K

0 -100%

减持

CVS CVS HEALTH CORP

-$28.3K

1,157 -9%

减持

SYK STRYKER CORPORATION

-$28.0K

1,028 -7%

增持

COST COSTCO WHSL CORP NEW

+$27.9K

908 +0%

增持

VTV VANGUARD INDEX FDS

-$27.8K

5,405 +0%

清仓

IUSB ISHARES TR

-$27.2K

0 -100%

增持

VOO VANGUARD INDEX FDS

+$27.0K

2,252 +0%

增持

VV VANGUARD INDEX FDS

+$26.5K

3,501 +0%

减持

CCK CROWN HLDGS INC

-$26.5K

1,389 -6%

清仓

VSGX VANGUARD WORLD FD

-$26.4K

0 -100%

减持

ADP AUTOMATIC DATA PROCESSING IN

+$26.1K

2,238 -2%

减持

— LINDE PLC

-$25.6K

226 -10%

减持

— ACCENTURE PLC IRELAND

-$25.4K

11,881 -0%

减持

TXN TEXAS INSTRS INC

-$25.2K

249 -28%

清仓

STAG STAG INDL INC

-$24.6K

0 -100%

减持

— MEDTRONIC PLC

-$24.5K

1,614 -5%

减持

— ALCON AG

-$24.5K

1,150 -6%

减持

GLD SPDR GOLD TR

-$24.4K

150 -40%

减持

PLD PROLOGIS INC.

-$24.3K

964 -4%

增持

META META PLATFORMS INC

+$24.2K

1,282 +1%

减持

XYL XYLEM INC

-$23.9K

1,081 -2%

增持

IEFA ISHARES TR

-$23.8K

16,723 +9%

减持

UNP UNION PAC CORP

-$23.0K

432 -12%

减持

BA BOEING CO

-$22.9K

455 -33%

减持

MCD MCDONALDS CORP

-$22.6K

1,065 -2%

清仓

GTLS CHART INDS INC

-$22.3K

0 -100%

减持

NOW SERVICENOW INC

+$22.3K

178 -4%

减持

VLTO VERALTO CORP

-$21.6K

1,185 -7%

减持

QUAL ISHARES TR

-$21.4K

10,742 -0%

减持

TMUS T-MOBILE US INC

+$20.6K

1,536 -0%

建仓

LRCX LAM RESEARCH CORP

+$20.2K

280

增持

INTC INTEL CORP

-$20.2K

6,079 +0%

增持

ORCL ORACLE CORP

+$19.6K

213 +129%

增持

BSX BOSTON SCIENTIFIC CORP

+$19.1K

278 +309%

增持

APP APPLOVIN CORP

+$19.0K

86 +26%

增持

CARR CARRIER GLOBAL CORPORATION

-$18.5K

4,330 +11%

减持

EL LAUDER ESTEE COS INC

-$18.4K

156 -48%

减持

VRSK VERISK ANALYTICS INC

-$18.1K

371 -17%

增持

MU MICRON TECHNOLOGY INC

+$17.9K

250 +733%

减持

VZ VERIZON COMMUNICATIONS INC

-$17.7K

3,403 -1%

增持

SCHF SCHWAB STRATEGIC TR

-$17.5K

8,502 +100%