TFC Financial Management, Inc.
BOSTON MA · SEC CIK 0001827844
$9.02亿2026Q2 申报市值
1,034持仓数
77.7%前十大占比 · 第一大 27.0%
81 / 61新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MORGAN STANLEY E 新建仓+$465.52万
SHY 加仓+$293.23万
VTWG 加仓+$137.08万
JQUA 加仓+$134.13万
VV 加仓+$69.09万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$591.77万
BSV 减仓-$181.78万
VB 减仓-$179.52万
IEMG 减仓-$174.89万
DDOG 减仓-$105.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CVLC | MORGAN STANLEY ETF TRUST | $38.82万 | 0.04% | 4,109 | 657 | 19.0% | $6.21万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $38.55万 | 0.04% | 11,141 | -1,053 | -8.6% | -$3.64万 | 减仓 |
| RTX | RTX CORPORATION | $37.80万 | 0.04% | 1,992 | 10 | 0.5% | $1,897 | 加仓 |
| CI | THE CIGNA GROUP | $37.60万 | 0.04% | 1,364 | 1 | 0.1% | $276 | 加仓 |
| MCK | MCKESSON CORP | $35.74万 | 0.04% | 473 | 389 | 463.1% | $29.39万 | 加仓 |
| ETN | EATON CORP PLC | $35.54万 | 0.04% | 834 | 263 | 46.1% | $11.21万 | 加仓 |
| MCD | MCDONALDS CORP | $34.75万 | 0.04% | 1,286 | 195 | 17.9% | $5.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.75万 | 0.04% | 1,019 | 141 | 16.1% | $4.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.16万 | 0.04% | 3,966 | -522 | -11.6% | -$4.50万 | 减仓 |
| KO | COCA COLA CO | $34.06万 | 0.04% | 4,191 | 36 | 0.9% | $2,926 | 加仓 |
| IWD | ISHARES TR | $33.40万 | 0.04% | 1,378 | 2 | 0.1% | $485 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.52万 | 0.03% | 1,414 | 5 | 0.4% | $1,114 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.34万 | 0.03% | 730 | 9 | 1.2% | $3,741 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.28万 | 0.03% | 828 | 62 | 8.1% | $2.27万 | 加仓 |
| MS | MORGAN STANLEY | $29.61万 | 0.03% | 1,417 | -224 | -13.7% | -$4.68万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.94万 | 0.03% | 855 | 7 | 0.8% | $2,369 | 加仓 |
| QQQ | INVESCO QQQ TR | $28.62万 | 0.03% | 389 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $28.51万 | 0.03% | 700 | -82 | -10.5% | -$3.34万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.18万 | 0.03% | 1,324 | 5 | 0.4% | $1,064 | 加仓 |
| DIS | DISNEY WALT CO | $27.83万 | 0.03% | 2,891 | -331 | -10.3% | -$3.19万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.78万 | 0.03% | 4,655 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $27.71万 | 0.03% | 1,697 | 15 | 0.9% | $2,450 | 加仓 |
| C | CITIGROUP INC | $27.01万 | 0.03% | 1,930 | 1,605 | 493.8% | $22.46万 | 加仓 |
| SYK | STRYKER CORPORATION | $26.88万 | 0.03% | 854 | 15 | 1.8% | $4,722 | 加仓 |
| UNP | UNION PAC CORP | $26.63万 | 0.03% | 979 | 436 | 80.3% | $11.86万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.25万 | 0.03% | 4,270 | 42 | 1.0% | $2,582 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $26.16万 | 0.03% | 3,490 | 13 | 0.4% | $975 | 加仓 |
| VBR | VANGUARD INDEX FDS | $25.48万 | 0.03% | 1,049 | -209 | -16.6% | -$5.08万 | 减仓 |
| PEP | PEPSICO INC | $25.07万 | 0.03% | 1,851 | -73 | -3.8% | -$9,886 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.00万 | 0.03% | 853 | 508 | 147.2% | $14.89万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $24.82万 | 0.03% | 3,384 | 49 | 1.5% | $3,594 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.73万 | 0.03% | 1,061 | 5 | 0.5% | $1,118 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.70万 | 0.03% | 8,558 | 10 | 0.1% | $277 | 加仓 |
| LOW | LOWES COS INC | $23.40万 | 0.03% | 1,061 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $22.72万 | 0.03% | 459 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $22.58万 | 0.03% | 435 | 56 | 14.8% | $2.91万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.53万 | 0.02% | 1,436 | 616 | 75.1% | $9.67万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.37万 | 0.02% | 827 | 2 | 0.2% | $541 | 加仓 |
| QUS | SPDR SERIES TRUST | $22.29万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $22.19万 | 0.02% | 1,306 | -107 | -7.6% | -$1.82万 | 减仓 |
| APH | AMPHENOL CORP | $22.16万 | 0.02% | 1,257 | 26 | 2.1% | $4,584 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.53万 | 0.02% | 1,362 | 29 | 2.2% | $4,584 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $21.47万 | 0.02% | 186 | -45 | -19.5% | -$5.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.36万 | 0.02% | 493 | 210 | 74.2% | $9.10万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.28万 | 0.02% | 899 | 3 | 0.3% | $710 | 加仓 |
| ULS | UL SOLUTIONS INC | $20.05万 | 0.02% | 1,968 | 26 | 1.3% | $2,648 | 加仓 |
| DE | DEERE & CO | $19.98万 | 0.02% | 315 | 51 | 19.3% | $3.24万 | 加仓 |
| BE | BLOOM ENERGY CORP | $19.65万 | 0.02% | 649 | 31 | 5.0% | $9,384 | 加仓 |
| ESGE | ISHARES INC | $18.73万 | 0.02% | 3,425 | 93 | 2.8% | $5,087 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $18.25万 | 0.02% | 2,146 | 5 | 0.2% | $425 | 加仓 |
| PSX | PHILLIPS 66 | $17.93万 | 0.02% | 1,061 | 56 | 5.6% | $9,463 | 加仓 |
| TMUS | T-MOBILE US INC | $17.65万 | 0.02% | 1,052 | -71 | -6.3% | -$1.19万 | 减仓 |
| EEM | ISHARES TR | $17.60万 | 0.02% | 2,572 | 2,572 | — | $17.60万 | 新建仓 |
| BAC | BANK OF AMER CORP | $17.43万 | 0.02% | 3,059 | 175 | 6.1% | $9,973 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $17.33万 | 0.02% | 979 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $17.23万 | 0.02% | 1,550 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $17.15万 | 0.02% | 1,247 | 1 | 0.1% | $138 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $17.02万 | 0.02% | 334 | 1 | 0.3% | $510 | 加仓 |
| KKR | KKR & CO INC | $16.92万 | 0.02% | 1,843 | 3 | 0.2% | $275 | 加仓 |
| IJJ | ISHARES TR | $16.81万 | 0.02% | 1,138 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $16.03万 | 0.02% | 1,631 | 1 | 0.1% | $98 | 加仓 |
| IWV | ISHARES TR | $15.99万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $15.74万 | 0.02% | 470 | -48 | -9.3% | -$1.61万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $15.70万 | 0.02% | 316 | 9 | 2.9% | $4,471 | 加仓 |
| ATR | APTARGROUP INC | $15.59万 | 0.02% | 1,245 | -58 | -4.5% | -$7,262 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $15.17万 | 0.02% | 1,842 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $15.02万 | 0.02% | 4,522 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $14.93万 | 0.02% | 1,166 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $14.90万 | 0.02% | 509 | 503 | 8,383.3% | $14.73万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $14.90万 | 0.02% | 1,538 | 1 | 0.1% | $97 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $14.77万 | 0.02% | 1,089 | -2,180 | -66.7% | -$29.57万 | 减仓 |
| PWR | QUANTA SVCS INC | $14.62万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $14.41万 | 0.02% | 1,289 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $14.40万 | 0.02% | 2,666 | 39 | 1.5% | $2,107 | 加仓 |
| GVI | ISHARES TR | $14.22万 | 0.02% | 1,340 | 141 | 11.8% | $1.50万 | 加仓 |
| SCZ | ISHARES TR | $14.20万 | 0.02% | 1,726 | -135 | -7.3% | -$1.11万 | 减仓 |
| STT | STATE STR CORP | $13.92万 | 0.02% | 821 | -419 | -33.8% | -$7.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $13.92万 | 0.02% | 3,137 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $13.90万 | 0.02% | 2,171 | -11 | -0.5% | -$704 | 减仓 |
| VXUS | VANGUARD STAR FDS | $13.58万 | 0.02% | 1,588 | -528 | -25.0% | -$4.51万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $13.30万 | 0.01% | 1,053 | 12 | 1.2% | $1,516 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $13.26万 | 0.01% | 1,351 | 23 | 1.7% | $2,258 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $13.14万 | 0.01% | 961 | 10 | 1.1% | $1,367 | 加仓 |
| CRM | SALESFORCE INC | $13.13万 | 0.01% | 838 | -768 | -47.8% | -$12.03万 | 减仓 |
| SOLV | SOLVENTUM CORP | $13.08万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $13.00万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.99万 | 0.01% | 2,733 | 300 | 12.3% | $1.43万 | 加仓 |
| — | AMPLIFY ETF TR | $12.90万 | 0.01% | 1,601 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $12.80万 | 0.01% | 1,327 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $12.68万 | 0.01% | 1,073 | -118 | -9.9% | -$1.39万 | 减仓 |
| PLD | PROLOGIS INC. | $12.56万 | 0.01% | 927 | -103 | -10.0% | -$1.40万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $12.38万 | 0.01% | 1,060 | 6 | 0.6% | $701 | 加仓 |
| SN | SHARKNINJA INC | $12.32万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $12.27万 | 0.01% | 1,776 | 3 | 0.2% | $207 | 加仓 |
| IVE | ISHARES TR | $12.15万 | 0.01% | 535 | 2 | 0.4% | $454 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $12.13万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $12.12万 | 0.01% | 549 | 3 | 0.5% | $662 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $11.77万 | 0.01% | 3,257 | 9 | 0.3% | $325 | 加仓 |
| GHC | GRAHAM HLDGS CO | $11.76万 | 0.01% | 103 | 103 | — | $11.76万 | 新建仓 |
| HON | HONEYWELL INTL INC | $11.74万 | 0.01% | 524 | -117 | -18.3% | -$2.62万 | 减仓 |