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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 13增持 74减持 50清仓 13

方向

标的

Δ市值

现股数(环比)

增持

IDEV ISHARES TR

+$3.7M

1,401,008 +0%

减持

IVV ISHARES TR

+$3.0M

331,468 -1%

减持

TSLA TESLA INC

-$2.8M

1,145 -85%

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

SHY ISHARES TR

+$2.8M

932,479 +4%

减持

DFUV DIMENSIONAL ETF TRUST

+$1.1M

917,022 -2%

减持

JNJ JOHNSON & JOHNSON

+$1.1M

49,830 -0%

清仓

ISTB ISHARES TR

-$945.1K

0 -100%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$930.5K

731,319 +2%

增持

MRK MERCK & CO INC

+$924.7K

38,593 +3%

减持

DFAC DIMENSIONAL ETF TRUST

-$881.6K

3,137 -88%

减持

AMZN AMAZON COM INC

-$847.9K

9,392 -32%

增持

VTI VANGUARD INDEX FDS

+$816.1K

5,892 +67%

减持

IEMG ISHARES INC

+$805.4K

770,352 -0%

增持

GOOGL ALPHABET INC

+$787.1K

9,566 +5%

增持

VV VANGUARD INDEX FDS

+$732.5K

47,966 +3%

增持

NVDA NVIDIA CORPORATION

+$722.0K

24,589 +19%

减持

AAPL APPLE INC

-$633.5K

46,077 -11%

减持

AMSC AMERICAN SUPERCONDUCTOR CORP

-$518.4K

16,741 -1%

增持

LLY ELI LILLY & CO

+$470.3K

860 +45%

增持

MSFT MICROSOFT CORP

-$464.2K

16,426 +1%

增持

DHS WISDOMTREE TR

+$392.2K

8,172 +87%

增持

IXUS ISHARES TR

+$372.2K

4,529 +3280%

增持

VOO VANGUARD INDEX FDS

+$360.0K

3,092 +20%

增持

DVY ISHARES TR

+$326.6K

5,935 +65%

减持

DFAT DIMENSIONAL ETF TRUST

+$319.1K

424,669 -1%

建仓

NZAC SPDR INDEX SHS FDS

+$314.6K

7,335

增持

— ACCENTURE PLC IRELAND

+$313.2K

12,221 +2%

减持

EXPE EXPEDIA GROUP INC

+$301.8K

5,522 -7%

减持

— EXXON MOBIL CORP

+$292.3K

40,591 -0%

建仓

DFAW DIMENSIONAL ETF TRUST

+$290.5K

3,927

减持

VYM VANGUARD WHITEHALL FDS

-$260.4K

237 -89%

建仓

RSP INVESCO EXCHANGE TRADED FD T

+$251.6K

1,314

增持

WMT WALMART INC

+$243.9K

10,701 +16%

增持

BSV VANGUARD BD INDEX FDS

+$239.5K

106,307 +3%

建仓

JHMM JOHN HANCOCK EXCHANGE TRADED

+$227.7K

3,477

增持

EFA ISHARES TR

+$227.6K

15,344 +15%

增持

UNH UNITEDHEALTH GROUP INC

+$212.2K

1,076 +160%

减持

META META PLATFORMS INC

-$205.6K

1,977 -4%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$200.9K

3,000 +54%

增持

COST COSTCO WHSL CORP NEW

+$199.1K

1,212 +33%

建仓

IGV ISHARES TR

+$198.2K

1,875

增持

VIG VANGUARD SPECIALIZED FUNDS

+$189.7K

892 +2873%

减持

AXON AXON ENTERPRISE INC

-$187.6K

2 -99%

增持

IDV ISHARES TR

+$181.6K

13,738 +39%

建仓

ESML ISHARES TR

+$176.6K

3,840

减持

GOOG ALPHABET INC

+$170.3K

4,660 -12%

增持

PEP PEPSICO INC

+$165.8K

2,399 +89%

增持

TTD THE TRADE DESK INC

-$165.7K

15,015 +0%

增持

LMT LOCKHEED MARTIN CORP

+$157.1K

333 +4063%

清仓

IYW ISHARES TR

-$139.8K

0 -100%

减持

RSPT INVESCO EXCHANGE TRADED FD T

-$137.7K

1,510 -67%

增持

CSX CSX CORP

+$133.5K

3,768 +4182%

增持

RTX RTX CORPORATION

+$130.2K

2,310 +32%

增持

CSCO CISCO SYS INC

+$130.0K

5,162 +32%

增持

CRM SALESFORCE INC

+$129.7K

1,743 +24%

增持

BND VANGUARD BD INDEX FDS

+$125.8K

53,368 +4%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$125.0K

12,782 -1%

增持

NEE NEXTERA ENERGY INC

+$123.2K

4,447 +44%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$120.1K

4,228 +94%

增持

V VISA INC

+$119.3K

1,811 +20%

增持

SPGI S&P GLOBAL INC

+$115.7K

782 +30%

增持

ESGE ISHARES INC

+$114.0K

3,332 +336%

建仓

VFC V F CORP

+$111.6K

6,175

增持

EXPD EXPEDITORS INTL WASH INC

+$110.4K

744 +18500%

减持

ABBV ABBVIE INC

-$103.0K

3,554 -10%

减持

WFC WELLS FARGO CO NEW

-$100.7K

93 -93%

减持

VEA VANGUARD TAX-MANAGED FDS

-$99.2K

790 -68%

减持

IWF ISHARES TR

-$96.4K

2,377 -9%

增持

NOW SERVICENOW INC

-$95.7K

865 +249%

增持

ITW ILLINOIS TOOL WKS INC

+$95.1K

852 +94%

减持

SMR NUSCALE PWR CORP

-$92.9K

3,796 -7%

减持

BX BLACKSTONE INC

-$90.8K

198 -72%

增持

NUDM NUSHARES ETF TR

+$90.2K

27,676 +14%

增持

ADI ANALOG DEVICES INC

+$88.0K

1,274 +22%

增持

GD GENERAL DYNAMICS CORP

+$80.8K

249 +2667%

清仓

— UNILEVER PLC

-$79.7K

0 -100%

减持

CRWD CROWDSTRIKE HLDGS INC

-$79.3K

37 -81%

建仓

UL UNILEVER PLC

+$78.1K

1,194

减持

CVLT COMMVAULT SYS INC

-$75.8K

1 -100%

减持

KO COCA COLA CO

-$73.1K

4,157 -24%

减持

MDLZ MONDELEZ INTL INC

-$72.0K

8,167 -0%

增持

VYMI VANGUARD WHITEHALL FDS

+$70.8K

1,328 +131%

增持

NUEM NUSHARES ETF TR

+$67.2K

292,752 +1%

清仓

SMH VANECK ETF TRUST

-$65.3K

0 -100%

减持

GPC GENUINE PARTS CO

-$65.0K

3,925 -1%

增持

GLD SPDR GOLD TR

+$64.6K

320 +83%

增持

— LINDE PLC

+$64.2K

437 +70%

减持

CARR CARRIER GLOBAL CORPORATION

-$63.3K

3,373 -17%

增持

VB VANGUARD INDEX FDS

+$61.5K

9,926 +1%

建仓

CNI CANADIAN NATL RY CO

+$60.6K

613

清仓

AMLP ALPS ETF TR

-$59.8K

0 -100%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$58.6K

5,275 -16%

增持

CVLC MORGAN STANLEY ETF TRUST

+$56.2K

3,452 +20%

增持

EMR EMERSON ELEC CO

+$56.0K

2,113 +23%

减持

VZ VERIZON COMMUNICATIONS INC

-$54.3K

1,590 -41%

减持

HAS HASBRO INC

-$54.0K

35 -95%

增持

AEP AMERICAN ELEC PWR CO INC

+$53.3K

951 +90%

清仓

HYT BLACKROCK CORPOR HI YLD FD I

-$50.4K

0 -100%

增持

GS GOLDMAN SACHS GROUP INC

+$50.0K

585 +0%

减持

JPM JPMORGAN CHASE & CO.

-$49.7K

6,622 -4%

增持

BE BLOOM ENERGY CORP

+$49.2K

567 +56600%

减持

TOST TOAST INC

-$47.8K

316 -80%

建仓

CHDN CHURCHILL DOWNS INC

+$47.1K

414

增持

PEG PUBLIC SVC ENTERPRISE GRP IN

+$45.7K

589 +3000%

减持

IJH ISHARES TR

-$45.7K

4,877 -13%

减持

MA MASTERCARD INCORPORATED

-$44.6K

2,612 -3%

增持

DHR DANAHER CORPORATION

+$43.7K

831 +12%

清仓

XLF SELECT SECTOR SPDR TR

-$43.1K

0 -100%

减持

ANET ARISTA NETWORKS INC

-$42.6K

1,413 -10%

增持

KMB KIMBERLY-CLARK CORP

-$42.4K

1,831 +0%

减持

QQQ INVESCO QQQ TR

-$42.3K

388 -17%

减持

VUG VANGUARD INDEX FDS

-$42.0K

567 -15%

增持

PSX PHILLIPS 66

+$41.1K

1,163 +45%

增持

GILD GILEAD SCIENCES INC

+$41.1K

1,041 +33%

清仓

HTFL HEARTFLOW INC

-$40.4K

0 -100%

增持

PG PROCTER AND GAMBLE CO

+$40.0K

8,930 +11%

减持

QUAL ISHARES TR

+$39.6K

11,875 -0%

减持

DUK DUKE ENERGY CORP NEW

-$39.4K

353 -46%

增持

DEM WISDOMTREE TR

+$38.3K

1,951 +70%

建仓

GUSE GOLDMAN SACHS ETF TR

+$36.3K

896

增持

CVIE MORGAN STANLEY ETF TRUST

+$36.3K

2,141 +25%

增持

— SHARKNINJA INC

+$36.0K

809 +53%

减持

ITOT ISHARES TR

+$35.2K

25,651 -1%

清仓

PFF ISHARES TR

-$34.8K

0 -100%

建仓

— REPLIGEN CORP

+$34.7K

32,000

减持

MSTR STRATEGY INC

-$34.3K

177 -7%

清仓

XCHYX CALAMOS CONV & HIGH INCOME F

-$33.7K

0 -100%

增持

MCD MCDONALDS CORP

+$33.5K

1,091 +11%

减持

CVNA CARVANA CO

+$33.4K

1,781 -6%

增持

VBK VANGUARD INDEX FDS

+$31.4K

743 +14%

增持

— ASTRAZENECA PLC

+$30.9K

345 +3350%

增持

AMAT APPLIED MATLS INC

+$30.7K

572 +1%

建仓

NOBL PROSHARES TR

+$30.4K

292

增持

MU MICRON TECHNOLOGY INC

+$30.1K

249 +2%

增持

MS MORGAN STANLEY

+$29.5K

1,571 +0%

减持

— VIKING HOLDINGS LTD

-$29.2K

200 -71%

清仓

SHLD GLOBAL X FDS

-$28.1K

0 -100%

减持

— ASML HOLDING N V

-$28.1K

219 -19%

减持

GEV GE VERNOVA INC

+$27.7K

1,687 -3%

增持

HD HOME DEPOT INC

+$27.7K

2,326 +22%

减持

AXP AMERICAN EXPRESS CO

+$27.0K

848 -2%

增持

ES EVERSOURCE ENERGY

+$26.9K

414 +2857%

增持

NFLX NETFLIX INC

-$26.4K

703 +813%

清仓

TQQQ PROSHARES TR

-$25.9K

0 -100%

增持

SCHA SCHWAB STRATEGIC TR

+$25.2K

3,243 +35%

清仓

VONG VANGUARD SCOTTSDALE FDS

-$24.1K

0 -100%

增持

CHD CHURCH & DWIGHT CO INC

+$24.0K

1,537 +28%

增持

— ALCON AG

+$23.6K

1,333 +22%

减持

BJ BJS WHSL CLUB HLDGS INC

-$23.3K

1 -100%

增持

VT VANGUARD INTL EQUITY INDEX F

+$23.2K

818 +22%