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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 62
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$42.8M
334,735
+14%
减持
IDEV
ISHARES TR
+$8.6M
1,396,512
-1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$5.3M
704,042
+8%
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
VV
VANGUARD INDEX FDS
+$5.3M
43,874
+56%
增持
IEMG
ISHARES INC
+$5.2M
770,764
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$3.9M
430,787
-18%
增持
MSFT
MICROSOFT CORP
+$2.0M
15,339
+2%
增持
NUEM
NUSHARES ETF TR
+$1.3M
288,843
+2%
建仓
SUSA
ISHARES TR
+$1.1M
8,690
减持
DFUV
DIMENSIONAL ETF TRUST
+$956.5K
941,019
-0%
建仓
ISTB
ISHARES TR
+$941.4K
19,350
建仓
NUDM
NUSHARES ETF TR
+$860.3K
24,240
减持
AAPL
APPLE INC
-$828.4K
47,481
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$811.3K
13,497
-2%
增持
META
META PLATFORMS INC
+$714.1K
1,978
+53%
减持
JNJ
JOHNSON & JOHNSON
-$682.1K
50,792
-0%
减持
NVDA
NVIDIA CORPORATION
+$672.1K
17,354
-9%
增持
EFA
ISHARES TR
+$643.8K
13,344
+99%
减持
MRK
MERCK & CO INC
-$547.8K
37,329
-4%
减持
—
EXXON MOBIL CORP
-$523.4K
41,431
-1%
增持
GE
GE AEROSPACE
+$424.5K
7,412
+0%
减持
TSLA
TESLA INC
+$413.6K
7,943
-2%
增持
GEV
GE VERNOVA INC
+$408.2K
1,815
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$403.0K
12,010
-5%
增持
QUAL
ISHARES TR
+$381.6K
11,929
+13%
增持
ITOT
ISHARES TR
+$346.0K
25,996
+0%
减持
PWRD
TCW ETF TRUST
+$331.9K
17,291
-2%
减持
AMZN
AMAZON COM INC
+$301.2K
12,764
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$294.9K
6,622
-0%
增持
VOO
VANGUARD INDEX FDS
+$273.3K
2,521
+12%
增持
SHY
ISHARES TR
+$269.2K
882,610
+0%
增持
DDOG
DATADOG INC
+$265.4K
7,551
+0%
增持
TTD
THE TRADE DESK INC
+$259.8K
15,011
+0%
减持
GVI
ISHARES TR
-$254.2K
74
-97%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$253.5K
6,109
-0%
减持
PG
PROCTER AND GAMBLE CO
-$242.4K
7,861
-10%
减持
CVNA
CARVANA CO
+$238.9K
1,904
-1%
减持
MET
METLIFE INC
-$231.5K
1,397
-67%
减持
TJX
TJX COS INC NEW
-$230.3K
4,163
-32%
清仓
SHV
ISHARES TR
-$225.2K
0
-100%
增持
JSTC
TIDAL TRUST I
+$213.6K
121,825
+0%
减持
AVGO
BROADCOM INC
+$205.7K
2,115
-6%
增持
VXF
VANGUARD INDEX FDS
+$203.5K
9,897
+0%
增持
GOOGL
ALPHABET INC
+$192.8K
8,921
+0%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$192.7K
2,209
建仓
AGG
ISHARES TR
+$192.0K
1,935
增持
QUS
SPDR SERIES TRUST
+$191.1K
2,318
+94%
减持
UNH
UNITEDHEALTH GROUP INC
-$182.1K
390
-33%
建仓
IXUS
ISHARES TR
+$171.8K
2,222
减持
IJR
ISHARES TR
-$171.1K
13,123
-15%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$161.1K
2,396
减持
SO
SOUTHERN CO
-$155.4K
418
-80%
增持
VTI
VANGUARD INDEX FDS
+$152.5K
2,806
+10%
清仓
SHLD
GLOBAL X FDS
-$151.3K
0
-100%
减持
IEFA
ISHARES TR
+$125.3K
16,973
-1%
减持
BND
VANGUARD BD INDEX FDS
-$120.0K
51,793
-3%
减持
—
ASML HOLDING N V
-$119.3K
301
-45%
减持
ED
CONSOLIDATED EDISON INC
-$117.3K
8
-99%
建仓
CHGX
EA SERIES TRUST
+$117.1K
4,491
增持
GOOG
ALPHABET INC
+$116.5K
4,436
+3%
增持
SYK
STRYKER CORPORATION
+$116.1K
811
+47%
增持
SMR
NUSCALE PWR CORP
+$115.2K
4,245
+14%
增持
—
ACCENTURE PLC IRELAND
-$113.9K
12,031
+1%
减持
VB
VANGUARD INDEX FDS
-$111.9K
9,895
-11%
减持
ABBV
ABBVIE INC
-$109.9K
4,056
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$105.4K
3,861
+71%
建仓
SUB
ISHARES TR
+$104.8K
986
增持
GS
GOLDMAN SACHS GROUP INC
+$100.3K
581
+2%
减持
—
MEDTRONIC PLC
-$99.5K
373
-75%
增持
WMT
WALMART INC
+$91.2K
8,876
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$87.3K
2,710
-4%
减持
DIS
DISNEY WALT CO
+$86.5K
3,427
-0%
减持
VO
VANGUARD INDEX FDS
+$85.7K
4,137
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$85.4K
1,593
-53%
增持
PM
PHILIP MORRIS INTL INC
+$82.2K
3,398
+1%
增持
—
SPOTIFY TECHNOLOGY S A
+$80.8K
106
+10500%
减持
PPL
PPL CORP
-$80.3K
41
-98%
减持
QCOM
QUALCOMM INC
-$76.8K
78
-87%
增持
DFAC
DIMENSIONAL ETF TRUST
+$76.4K
26,015
+0%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$76.0K
418
增持
GLD
SPDR GOLD TR
+$75.7K
390
+160%
清仓
RY
ROYAL BK CDA
-$74.7K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$74.6K
102
-50%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$72.2K
1,182
清仓
EUAD
SPINNAKER ETF SERIES
-$70.4K
0
-100%
清仓
AVDV
AMERICAN CENTY ETF TR
-$69.7K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$67.6K
2,760
-7%
减持
CVX
CHEVRON CORP NEW
-$67.3K
2,453
-2%
增持
—
UNILEVER PLC
+$66.7K
1,204
+929%
增持
PEP
PEPSICO INC
+$66.0K
1,740
+59%
增持
BSV
VANGUARD BD INDEX FDS
+$65.5K
104,533
+0%
减持
LLY
ELI LILLY & CO
-$64.9K
456
-10%
增持
CTVA
CORTEVA INC
+$63.8K
5,466
+0%
建仓
QLTY
2023 ETF SERIES TRUST II
+$63.4K
1,850
增持
NOW
SERVICENOW INC
+$61.8K
256
+1%
清仓
TD
TORONTO DOMINION BK ONT
-$61.6K
0
-100%
建仓
RKT
ROCKET COS INC
+$56.8K
4,006
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$56.7K
1,944
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$56.6K
1,206
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$53.3K
720
+277%
增持
VRT
VERTIV HOLDINGS CO
+$50.5K
886
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$49.5K
2,038
+18%
减持
VTV
VANGUARD INDEX FDS
-$46.0K
5,011
-7%
增持
—
SOUTHSTATE CORPORATION
+$45.8K
499
+49800%
减持
BDX
BECTON DICKINSON & CO
-$45.5K
788
-0%
增持
MMM
3M CO
+$44.1K
7,438
+0%
增持
ABT
ABBOTT LABS
+$43.8K
7,580
+2%
减持
ADBE
ADOBE INC
-$43.6K
22
-84%
减持
CARR
CARRIER GLOBAL CORPORATION
+$40.8K
4,189
-0%
建仓
FLOT
ISHARES TR
+$40.4K
792
增持
ADI
ANALOG DEVICES INC
+$40.3K
1,098
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.2K
2,670
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$39.4K
544
-1%
减持
KKR
KKR & CO INC
+$39.1K
2,370
-1%
减持
APH
AMPHENOL CORP NEW
+$39.0K
2,312
-20%
增持
MS
MORGAN STANLEY
+$38.8K
1,561
+1%
增持
NET
CLOUDFLARE INC
+$38.7K
461
+1%
减持
ANET
ARISTA NETWORKS INC
+$38.5K
1,563
-0%
增持
VBK
VANGUARD INDEX FDS
+$37.5K
639
+15%
减持
—
APTIV PLC
-$36.1K
10
-98%
减持
—
EATON CORP PLC
+$36.0K
613
-9%
减持
NVO
NOVO-NORDISK A S
-$34.9K
2,840
-15%
增持
TMUS
T-MOBILE US INC
-$34.8K
1,299
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$34.5K
320
-3%
建仓
VTIP
VANGUARD MALVERN FDS
+$33.7K
671
减持
CVS
CVS HEALTH CORP
-$33.6K
535
-49%
增持
CSCO
CISCO SYS INC
+$33.1K
4,022
+1%
减持
ULS
UL SOLUTIONS INC
+$32.7K
2,092
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.7K
188
+527%
增持
UNP
UNION PAC CORP
+$31.9K
541
+38%
减持
IJH
ISHARES TR
-$31.6K
5,036
-15%
增持
NFLX
NETFLIX INC
+$31.0K
67
+6%
减持
COST
COSTCO WHSL CORP NEW
+$30.8K
848
-1%
减持
CLX
CLOROX CO DEL
-$30.0K
1,060
-1%
增持
STT
STATE STR CORP
+$29.5K
1,600
+2%
增持
MCD
MCDONALDS CORP
+$29.0K
994
+19%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$28.6K
2,705
+4%
减持
FANG
DIAMONDBACK ENERGY INC
-$27.6K
19
-90%
清仓
KVYO
KLAVIYO INC
-$27.4K
0
-100%
增持
RTX
RTX CORPORATION
+$25.6K
1,690
+1%
减持
—
ENSTAR GROUP LIMITED
-$24.9K
1
-99%
增持
QQQ
INVESCO QQQ TR
+$24.4K
293
+0%
增持
SCZ
ISHARES TR
+$24.1K
2,546
+0%
增持
KO
COCA COLA CO
+$23.9K
4,532
+9%
减持
WAT
WATERS CORP
-$23.6K
152
-27%
增持
POWL
POWELL INDS INC
+$23.2K
111
+11000%
建仓
ASHR
DBX ETF TR
+$22.9K
832
建仓
ASEA
GLOBAL X FDS
+$22.8K
1,397
减持
DOW
DOW INC
-$22.8K
2,606
-1%
增持
HII
HUNTINGTON INGALLS INDS INC
+$22.5K
99
+1314%
