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 |
|---|---|---|---|---|---|---|---|---|
| — | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -7,335 | -100.0% | -$31.46万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -546 | -100.0% | -$8.37万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -185 | -100.0% | -$8.25万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -32,000 | -100.0% | -$3.47万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -172 | -100.0% | -$3.17万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -106 | -100.0% | -$1.44万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -185 | -100.0% | -$1.21万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -150 | -100.0% | -$1.14万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -998 | -100.0% | -$1.10万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -264 | -100.0% | -$8,573 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -45 | -100.0% | -$7,898 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -63 | -100.0% | -$6,029 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -181 | -100.0% | -$4,967 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -40 | -100.0% | -$3,172 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -109 | -100.0% | -$1,461 | 清仓 |
| ELS | EQUITY LIFESTYLE PPTYS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1,299 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -16 | -100.0% | -$1,064 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$926 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -23 | -100.0% | -$876 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -27 | -100.0% | -$817 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$665 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$646 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -9 | -100.0% | -$589 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -45 | -100.0% | -$579 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -28 | -100.0% | -$563 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -20 | -100.0% | -$561 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$555 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -14 | -100.0% | -$543 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -4 | -100.0% | -$489 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -12 | -100.0% | -$488 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -21 | -100.0% | -$431 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$328 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$233 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$207 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -11 | -100.0% | -$192 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$182 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1 | -100.0% | -$175 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$164 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$126 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -1 | -100.0% | -$112 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$101 | 清仓 |
| LEN/B | LENNAR CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$96 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -3 | -100.0% | -$78 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$69 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$69 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | -10 | -100.0% | -$50 | 清仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -2 | -100.0% | -$46 | 清仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $0 | 0.00% | 0 | -1 | -100.0% | -$41 | 清仓 |
| ATRC | ATRICURE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$40 | 清仓 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -1 | -100.0% | -$38 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$35 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$24 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$20 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$14 | 清仓 |
| BUR | BURFORD CAP LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$9 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $4 | 0.00% | 1 | -13 | -92.9% | -$52 | 减仓 |
| — | GAMESTOP CORP NEW | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GDYN | GRID DYNAMICS HLDGS INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| SXC | SUNCOKE ENERGY INC | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| PD | PAGERDUTY INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| PHR | PHREESIA INC | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $10 | 0.00% | 1 | -2 | -66.7% | -$20 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $17 | 0.00% | 2 | 2 | — | $17 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $23 | 0.00% | 2 | -36 | -94.7% | -$414 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $26 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $28 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $28 | 0.00% | 3 | 3 | — | $28 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $28 | 0.00% | 1 | 1 | — | $28 | 新建仓 |
| CCNE | CNB FINL CORP PA | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $29 | 0.00% | 2 | 2 | — | $29 | 新建仓 |
| BKV | BKV CORP | $29 | 0.00% | 1 | 1 | — | $29 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $32 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $35 | 0.00% | 1 | 0 | 0.0% | — | 不变 |