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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $650 | 0.00% | 4 | -1 | -20.0% | -$162 | 减仓 |
| CCI | CROWN CASTLE INC | $651 | 0.00% | 8 | 2 | 33.3% | $163 | 加仓 |
| — | AVALONBAY CMNTYS INC | $654 | 0.00% | 4 | -6 | -60.0% | -$981 | 减仓 |
| U | UNITY SOFTWARE INC | $659 | 0.00% | 30 | 2 | 7.1% | $44 | 加仓 |
| INCY | INCYTE CORP | $659 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $661 | 0.00% | 30 | -7 | -18.9% | -$154 | 重新持有 |
| XYZ | BLOCK INC | $662 | 0.00% | 11 | -2 | -15.4% | -$120 | 减仓 |
| DTM | DT MIDSTREAM INC | $674 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $675 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $675 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $682 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $693 | 0.00% | 10 | -93 | -90.3% | -$6,445 | 减仓 |
| APTV | APTIV PLC | $695 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $697 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $699 | 0.00% | 19 | 1 | 5.6% | $37 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $703 | 0.00% | 1 | 1 | — | $703 | 新建仓 |
| IRM | IRON MTN INC DEL | $715 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $716 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $720 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $725 | 0.00% | 12 | -3 | -20.0% | -$181 | 减仓 |
| CASY | CASEYS GEN STORES INC | $728 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $733 | 0.00% | 31 | -5 | -13.9% | -$118 | 减仓 |
| BIIB | BIOGEN INC | $734 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $735 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $739 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $740 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $741 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $751 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $752 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $757 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $767 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $768 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $774 | 0.00% | 44 | 42 | 2,100.0% | $739 | 加仓 |
| AN | AUTONATION INC | $782 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $803 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $813 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $821 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $825 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $831 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $837 | 0.00% | 15 | -31 | -67.4% | -$1,730 | 减仓 |
| AI | C3 AI INC | $842 | 0.00% | 100 | 99 | 9,900.0% | $834 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $850 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $851 | 0.00% | 35 | -82 | -70.1% | -$1,994 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $864 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $866 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $873 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $873 | 0.00% | 100 | 100 | — | $873 | 新建仓 |
| AMCR | AMCOR PLC | $875 | 0.00% | 22 | 22 | — | $875 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $887 | 0.00% | 7 | 1 | 16.7% | $127 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $906 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $908 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $912 | 0.00% | 5 | -2 | -28.6% | -$365 | 减仓 |
| RS | RELIANCE INC | $912 | 0.00% | 3 | 1 | 50.0% | $304 | 加仓 |
| HQY | HEALTHEQUITY INC | $920 | 0.00% | 11 | 6 | 120.0% | $502 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $940 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $941 | 0.00% | 8 | -23 | -74.2% | -$2,705 | 减仓 |
| NI | NISOURCE INC | $988 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $989 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $995 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1,023 | 0.00% | 7 | -1 | -12.5% | -$146 | 减仓 |
| NTAP | NETAPP INC | $1,024 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,040 | 0.00% | 8 | 8 | — | $1,040 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $1,041 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $1,041 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1,065 | 0.00% | 30 | 1 | 3.4% | $36 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,066 | 0.00% | 15 | -26 | -63.4% | -$1,848 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,068 | 0.00% | 1 | 1 | — | $1,068 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,083 | 0.00% | 5 | -2 | -28.6% | -$433 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,094 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1,115 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $1,115 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1,127 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1,139 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LAES | SEALSQ CORP | $1,166 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1,172 | 0.00% | 6 | -17 | -73.9% | -$3,321 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,173 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,182 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $1,199 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $1,208 | 0.00% | 11 | -9 | -45.0% | -$988 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,211 | 0.00% | 2 | -5 | -71.4% | -$3,028 | 减仓 |
| TXG | 10X GENOMICS INC | $1,211 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $1,218 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1,225 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1,225 | 0.00% | 8 | 1 | 14.3% | $153 | 加仓 |
| DVA | DAVITA INC | $1,230 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1,255 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1,260 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1,286 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1,299 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1,303 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1,347 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $1,382 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,416 | 0.00% | 4 | -1 | -20.0% | -$354 | 减仓 |
| TFC | TRUIST FINL CORP | $1,426 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $1,430 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $1,441 | 0.00% | 52 | 52 | — | $1,441 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,443 | 0.00% | 11 | -4 | -26.7% | -$525 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1,448 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $1,452 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,456 | 0.00% | 7 | 0 | 0.0% | — | 不变 |