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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 21增持 62减持 56清仓 11

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

+$16.2M

334,694 -0%

减持

IDEV ISHARES TR

+$5.7M

1,395,610 -0%

增持

IEMG ISHARES INC

+$4.7M

773,326 +0%

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

AAPL APPLE INC

+$3.4M

51,683 +9%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$3.0M

719,666 +2%

增持

VV VANGUARD INDEX FDS

+$1.8M

46,668 +6%

减持

DFUV DIMENSIONAL ETF TRUST

+$1.8M

931,429 -1%

减持

DFAT DIMENSIONAL ETF TRUST

+$1.7M

428,890 -0%

减持

JNJ JOHNSON & JOHNSON

+$1.5M

49,839 -2%

增持

SHY ISHARES TR

+$1.3M

897,682 +2%

增持

NVDA NVIDIA CORPORATION

+$1.1M

20,708 +19%

减持

ONB OLD NATL BANCORP IND

-$850.3K

110,400 -28%

减持

TSLA TESLA INC

+$800.8K

7,475 -6%

增持

MSFT MICROSOFT CORP

+$778.8K

16,234 +6%

增持

NUEM NUSHARES ETF TR

+$756.4K

289,966 +0%

增持

GOOGL ALPHABET INC

+$635.1K

9,079 +2%

减持

— ACCENTURE PLC IRELAND

-$630.3K

12,026 -0%

增持

GOOG ALPHABET INC

+$505.2K

5,305 +20%

增持

AMSC AMERICAN SUPERCONDUCTOR CORP

+$386.4K

16,842 +1%

减持

GE GE AEROSPACE

+$309.1K

7,369 -1%

增持

VTI VANGUARD INDEX FDS

+$306.3K

3,533 +26%

减持

ITOT ISHARES TR

+$268.4K

25,945 -0%

增持

JPM JPMORGAN CHASE & CO.

+$263.6K

6,922 +5%

增持

SPY SPDR S&P 500 ETF TR

+$246.3K

2,883 +6%

增持

AMZN AMAZON COM INC

+$215.5K

13,735 +8%

建仓

RSPT INVESCO EXCHANGE TRADED FD T

+$206.4K

4,630

清仓

VTWO VANGUARD SCOTTSDALE FDS

-$192.7K

0 -100%

减持

AGG ISHARES TR

-$188.4K

36 -98%

增持

AXON AXON ENTERPRISE INC

+$186.3K

263 +8667%

增持

MRK MERCK & CO INC

+$182.6K

37,383 +0%

减持

QUS SPDR SERIES TRUST

-$173.8K

1,193 -49%

减持

EXPE EXPEDIA GROUP INC

+$171.3K

5,907 -9%

增持

IWF ISHARES TR

+$170.5K

2,608 +5%

增持

AVGO BROADCOM INC

+$167.5K

2,275 +8%

增持

VXF VANGUARD INDEX FDS

+$165.9K

9,903 +0%

减持

ABBV ABBVIE INC

+$162.1K

3,952 -3%

减持

IXUS ISHARES TR

-$160.7K

134 -94%

减持

VB VANGUARD INDEX FDS

+$154.0K

9,828 -1%

减持

ABT ABBOTT LABS

-$154.0K

6,547 -14%

增持

VOO VANGUARD INDEX FDS

+$147.5K

2,579 +2%

建仓

IYW ISHARES TR

+$139.8K

714

减持

QUAL ISHARES TR

+$138.3K

11,923 -0%

减持

— EXXON MOBIL CORP

+$126.2K

40,731 -2%

增持

JSTC TIDAL TRUST I

+$124.4K

124,708 +2%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$120.8K

12,975 +8%

增持

GVI ISHARES TR

+$120.8K

1,198 +1519%

增持

QQQ INVESCO QQQ TR

+$119.5K

468 +60%

减持

GEV GE VERNOVA INC

+$114.4K

1,748 -4%

减持

FUL FULLER H B CO

-$111.8K

1,846 -50%

减持

SUB ISHARES TR

-$104.7K

1 -100%

减持

SDY SPDR SERIES TRUST

-$103.6K

373 -68%

增持

WFC WELLS FARGO CO NEW

+$101.9K

1,305 +1303%

增持

LLY ELI LILLY & CO

+$98.6K

595 +30%

减持

GLW CORNING INC

+$92.8K

3,156 -0%

增持

BX BLACKSTONE INC

+$89.9K

710 +238%

减持

BSV VANGUARD BD INDEX FDS

-$88.2K

103,137 -1%

减持

IJR ISHARES TR

+$87.3K

12,805 -2%

减持

CL COLGATE PALMOLIVE CO

-$84.5K

6,288 -3%

减持

FFIN FIRST FINL BANKSHARES INC

-$83.9K

12,194 -11%

减持

SYY SYSCO CORP

-$80.8K

920 -55%

增持

WMT WALMART INC

+$80.4K

9,201 +4%

减持

MO ALTRIA GROUP INC

+$79.4K

10,846 -0%

增持

CRWD CROWDSTRIKE HLDGS INC

+$77.8K

197 +432%

减持

TJX TJX COS INC NEW

+$76.9K

4,089 -2%

清仓

RSP INVESCO EXCHANGE TRADED FD T

-$76.0K

0 -100%

增持

DFAC DIMENSIONAL ETF TRUST

+$73.4K

26,078 +0%

清仓

JHMM JOHN HANCOCK EXCHANGE TRADED

-$72.2K

0 -100%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$72.1K

1,246 -48%

增持

APP APPLOVIN CORP

+$71.7K

147 +52%

减持

VEA VANGUARD TAX-MANAGED FDS

-$71.5K

2,480 -36%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$70.2K

13,181 -2%

增持

GPC GENUINE PARTS CO

+$69.0K

3,951 +0%

清仓

— PERRIGO CO PLC

-$66.9K

0 -100%

减持

CARR CARRIER GLOBAL CORPORATION

-$65.0K

4,046 -3%

建仓

COKE COCA COLA CONS INC

+$63.7K

544

减持

— CYBERARK SOFTWARE LTD

-$63.2K

185 -51%

减持

PFE PFIZER INC

-$60.4K

2,305 -53%

建仓

AMLP ALPS ETF TR

+$59.8K

1,275

减持

TMO THERMO FISHER SCIENTIFIC INC

-$58.9K

146 -54%

增持

VO VANGUARD INDEX FDS

+$58.6K

4,141 +0%

减持

GLD SPDR GOLD TR

-$56.7K

175 -55%

增持

PM PHILIP MORRIS INTL INC

-$55.9K

3,471 +2%

增持

IJH ISHARES TR

+$55.3K

5,633 +12%

建仓

— SHARKNINJA INC

+$54.6K

529

增持

HAS HASBRO INC

+$54.3K

750 +2043%

增持

GS GOLDMAN SACHS GROUP INC

+$53.3K

583 +0%

清仓

ANSS ANSYS INC

-$52.7K

0 -100%

减持

PEP PEPSICO INC

-$51.2K

1,271 -27%

增持

META META PLATFORMS INC

+$50.7K

2,057 +4%

建仓

HYT BLACKROCK CORPOR HI YLD FD I

+$50.4K

5,300

增持

VZ VERIZON COMMUNICATIONS INC

+$50.1K

2,709 +70%

建仓

SSB SOUTHSTATE BK CORP

+$49.3K

499

增持

VTV VANGUARD INDEX FDS

+$49.3K

5,014 +0%

减持

HD HOME DEPOT INC

+$48.8K

1,907 -3%

增持

CRM SALESFORCE INC

-$48.6K

1,401 +0%

建仓

GLOF ISHARES TR

+$46.8K

906

增持

RTX RTX CORPORATION

+$46.7K

1,754 +4%

减持

MKC MCCORMICK & CO INC

-$46.0K

1,417 -24%

清仓

— SOUTHSTATE CORPORATION

-$45.9K

0 -100%

建仓

ISHG ISHARES TR

+$45.3K

594

建仓

SPYV SPDR SERIES TRUST

+$44.2K

799

增持

INTC INTEL CORP

+$44.2K

3,738 +3%

建仓

— VIKING HOLDINGS LTD

+$43.5K

700

增持

KO COCA COLA CO

+$43.1K

5,485 +21%

建仓

XLF SELECT SECTOR SPDR TR

+$43.1K

800

清仓

ARM ARM HOLDINGS PLC

-$43.0K

0 -100%

减持

WAT WATERS CORP

-$42.9K

34 -78%

减持

MDLZ MONDELEZ INTL INC

-$42.3K

8,190 -0%

清仓

FLOT ISHARES TR

-$40.4K

0 -100%

建仓

HTFL HEARTFLOW INC

+$40.4K

1,200

增持

TOST TOAST INC

+$40.0K

1,616 +277%

增持

DUK DUKE ENERGY CORP NEW

+$39.2K

653 +85%

清仓

NXT NEXTRACKER INC

-$39.1K

0 -100%

增持

CVX CHEVRON CORP NEW

+$38.1K

2,507 +2%

增持

DVY ISHARES TR

+$37.4K

3,597 +1%

清仓

QFIN QIFU TECHNOLOGY INC

-$35.9K

0 -100%

增持

VXUS VANGUARD STAR FDS

+$35.8K

2,086 +23%

减持

NOW SERVICENOW INC

-$35.0K

248 -3%

建仓

PFF ISHARES TR

+$34.8K

1,100

增持

XLK SELECT SECTOR SPDR TR

+$34.8K

1,207 +0%

减持

TXN TEXAS INSTRS INC

-$34.5K

35 -82%

建仓

XCHYX CALAMOS CONV & HIGH INCOME F

+$33.7K

3,000

增持

NVO NOVO-NORDISK A S

-$32.8K

2,941 +4%

减持

VTIP VANGUARD MALVERN FDS

-$32.3K

28 -96%

增持

DIS DISNEY WALT CO

-$32.2K

3,430 +0%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$32.1K

30 -84%

减持

APH AMPHENOL CORP NEW

-$31.3K

1,592 -31%

增持

MIDD MIDDLEBY CORP

+$30.6K

231 +23000%

建仓

IAGG ISHARES TR

+$30.2K

590

减持

IEFA ISHARES TR

+$30.1K

16,573 -2%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$29.7K

425 +21%

增持

MS MORGAN STANLEY

+$29.6K

1,570 +1%

增持

ADP AUTOMATIC DATA PROCESSING IN

-$28.9K

1,945 +0%

建仓

SHLD GLOBAL X FDS

+$28.1K

400

减持

GPN GLOBAL PMTS INC

-$28.0K

125 -74%

建仓

MTUM ISHARES TR

+$27.7K

108

增持

CVLC MORGAN STANLEY ETF TRUST

+$27.5K

2,865 +6%

减持

KKR KKR & CO INC

-$27.4K

2,215 -7%

减持

MMM 3M CO

-$26.7K

7,125 -4%

增持

RKT ROCKET COS INC

+$26.7K

4,308 +8%

减持

STT STATE STR CORP

-$26.3K

1,240 -23%

清仓

SLF SUN LIFE FINANCIAL INC.

-$26.0K

0 -100%

减持

— MEDTRONIC PLC

-$26.0K

68 -82%

增持

SNPS SYNOPSYS INC

+$24.6K

54 +1250%

建仓

VONG VANGUARD SCOTTSDALE FDS

+$24.1K

200

建仓

SPYG SPDR SERIES TRUST

+$24.0K

230

增持

HPE HEWLETT PACKARD ENTERPRISE C

+$24.0K

1,006 +2694%

增持

BJ BJS WHSL CLUB HLDGS INC

+$23.3K

251 +25000%

建仓

DIA SPDR DOW JONES INDL AVERAGE

+$23.2K

50

减持

VRTX VERTEX PHARMACEUTICALS INC

-$23.2K

308 -5%