TFC Financial Management, Inc.
BOSTON MA · SEC CIK 0001827844
$8.12亿2026Q1 申报市值
998持仓数
77.4%前十大占比 · 第一大 26.8%
91 / 58新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTWG 新建仓+$1,886.71万
SHY 加仓+$480.64万
ESML 加仓+$352.60万
HTFL 重新持有+$132.35万
IVV 加仓+$106.80万
2026Q1 卖出最多 按季末市值估算
IDEV 减仓-$243.35万
IEMG 减仓-$100.41万
DIMENSIONAL ETF 减仓-$97.98万
AAPL 减仓-$74.08万
BRK/B 减仓-$70.73万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OPCH | OPTION CARE HEALTH INC | $108 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $110 | 0.00% | 1 | 1 | — | $110 | 新建仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $112 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $113 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $113 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $115 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ARCELLX INC | $115 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $118 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $118 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| DG | DOLLAR GEN CORP | $119 | 0.00% | 1 | -4 | -80.0% | -$476 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $119 | 0.00% | 2 | -7 | -77.8% | -$416 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $120 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $120 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $123 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $124 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $125 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $125 | 0.00% | 1 | 1 | — | $125 | 新建仓 |
| DXCM | DEXCOM INC | $126 | 0.00% | 2 | -8 | -80.0% | -$504 | 减仓 |
| SUI | SUN CMNTYS INC | $126 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $128 | 0.00% | 1 | 1 | — | $128 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $128 | 0.00% | 1 | 1 | — | $128 | 新建仓 |
| NNI | NELNET INC | $129 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $129 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $131 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $133 | 0.00% | 1 | -230 | -99.6% | -$3.06万 | 减仓 |
| CPNG | COUPANG INC | $133 | 0.00% | 7 | 2 | 40.0% | $38 | 加仓 |
| BPOP | POPULAR INC | $135 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $136 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $138 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $139 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $139 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $140 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $140 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $142 | 0.00% | 1 | -3 | -75.0% | -$426 | 重新持有 |
| PTC | PTC INC | $143 | 0.00% | 1 | -3 | -75.0% | -$429 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $144 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $144 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $144 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $145 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $146 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $146 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $147 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $149 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $149 | 0.00% | 4 | 4 | — | $149 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $150 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $151 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $152 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $153 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $153 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $154 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $155 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $158 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $168 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $170 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| CR | CRANE COMPANY | $171 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $171 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $171 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $173 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $173 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $174 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $174 | 0.00% | 1 | 1 | — | $174 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $180 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $181 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $185 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $185 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $186 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $189 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $190 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $198 | 0.00% | 1 | -2 | -66.7% | -$396 | 减仓 |
| NTRA | NATERA INC | $200 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $200 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $202 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $202 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $203 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $205 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR I | $206 | 0.00% | 1 | 1 | — | $206 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $209 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $212 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $212 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $212 | 0.00% | 1 | 1 | — | $212 | 新建仓 |
| PKG | PACKAGING CORP AMER | $213 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $218 | 0.00% | 1 | 1 | — | $218 | 新建仓 |
| STE | STERIS PLC | $222 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $223 | 0.00% | 1 | 1 | — | $223 | 新建仓 |
| MKSI | MKS INC. | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $234 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $235 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $237 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $250 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $254 | 0.00% | 18 | 0 | 0.0% | — | 不变 |