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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $10.01万 | 0.01% | 345 | -1 | -0.3% | -$290 | 减仓 |
| CSX | CSX CORP | $9.99万 | 0.01% | 2,433 | -1,335 | -35.4% | -$5.48万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $9.85万 | 0.01% | 1,021 | -810 | -44.2% | -$7.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $9.65万 | 0.01% | 1,341 | 621 | 86.2% | $4.47万 | 加仓 |
| MET | METLIFE INC | $9.61万 | 0.01% | 1,359 | -38 | -2.7% | -$2,688 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $9.59万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $9.59万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $9.58万 | 0.01% | 279 | 30 | 12.0% | $1.03万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $9.44万 | 0.01% | 3,248 | 5 | 0.2% | $145 | 加仓 |
| SPYM | SPDR SERIES TRUST | $9.41万 | 0.01% | 1,230 | 1,230 | — | $9.41万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9.36万 | 0.01% | 1,246 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $9.32万 | 0.01% | 1,315 | 3 | 0.2% | $213 | 加仓 |
| DBI | DESIGNER BRANDS INC | $8.86万 | 0.01% | 15,570 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $8.66万 | 0.01% | 2,520 | -230 | -8.4% | -$7,907 | 减仓 |
| SN | SHARKNINJA INC | $8.57万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $8.48万 | 0.01% | 919 | 4 | 0.4% | $369 | 加仓 |
| NXT | NEXTPOWER INC | $8.47万 | 0.01% | 703 | 703 | — | $8.47万 | 新建仓 |
| DOW | DOW HLDGS INC | $8.46万 | 0.01% | 2,032 | -574 | -22.0% | -$2.39万 | 减仓 |
| BA | BOEING CO | $8.42万 | 0.01% | 423 | -4 | -0.9% | -$796 | 减仓 |
| BE | BLOOM ENERGY CORP | $8.37万 | 0.01% | 618 | 51 | 9.0% | $6,910 | 加仓 |
| DEM | WISDOMTREE TR | $8.28万 | 0.01% | 1,666 | -285 | -14.6% | -$1.42万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $8.27万 | 0.01% | 697 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.08万 | 0.01% | 1,332 | -1,100 | -45.2% | -$6.67万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $8.04万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $7.99万 | 0.01% | 1,591 | 1 | 0.1% | $50 | 加仓 |
| COP | CONOCOPHILLIPS | $7.95万 | 0.01% | 602 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $7.80万 | 0.01% | 231 | -18 | -7.2% | -$6,081 | 减仓 |
| MCO | MOODYS CORP | $7.72万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $7.60万 | 0.01% | 844 | -27 | -3.1% | -$2,433 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $7.51万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $7.44万 | 0.01% | 929 | -946 | -50.5% | -$7.57万 | 减仓 |
| MCK | MCKESSON CORP | $7.27万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $7.14万 | 0.01% | 1,416 | -2 | -0.1% | -$101 | 减仓 |
| ECL | ECOLAB INC | $7.14万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $7.11万 | 0.01% | 563 | 2 | 0.4% | $253 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $7.05万 | 0.01% | 1,004 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $7.04万 | 0.01% | 49,572 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $6.89万 | 0.01% | 741 | -210 | -22.1% | -$1.95万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $6.88万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $6.84万 | 0.01% | 2,062 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $6.83万 | 0.01% | 1,510 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6.80万 | 0.01% | 1,194 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $6.77万 | 0.01% | 2,412 | 100 | 4.3% | $2,808 | 加仓 |
| IEUR | ISHARES TR | $6.77万 | 0.01% | 963 | 963 | — | $6.77万 | 新建仓 |
| QLTY | GMO ETF TRUST | $6.69万 | 0.01% | 1,850 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $6.60万 | 0.01% | 320 | -7 | -2.1% | -$1,444 | 减仓 |
| SYY | SYSCO CORP | $6.56万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $6.36万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $6.30万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $6.19万 | 0.01% | 3,642 | -2,533 | -41.0% | -$4.30万 | 减仓 |
| RKT | ROCKET COS INC | $6.15万 | 0.01% | 4,319 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6.07万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $6.05万 | 0.01% | 283 | -2 | -0.7% | -$427 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.00万 | 0.01% | 122 | -25 | -17.0% | -$1.23万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $5.98万 | 0.01% | 1,320 | -3 | -0.2% | -$136 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $5.92万 | 0.01% | 312 | -70 | -18.3% | -$1.33万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $5.83万 | 0.01% | 140 | -142 | -50.4% | -$5.92万 | 减仓 |
| COUR | COURSERA INC | $5.82万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $5.82万 | 0.01% | 951 | 900 | 1,764.7% | $5.51万 | 加仓 |
| AMGN | AMGEN INC | $5.81万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $5.73万 | 0.01% | 202 | 20 | 11.0% | $5,675 | 加仓 |
| TILE | INTERFACE INC | $5.67万 | 0.01% | 2,274 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5.60万 | 0.01% | 2,491 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $5.54万 | 0.01% | 170 | -13 | -7.1% | -$4,237 | 减仓 |
| ISHG | ISHARES TR | $5.39万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $5.32万 | 0.01% | 553 | -150 | -21.3% | -$1.44万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $5.29万 | 0.01% | 130 | -6 | -4.4% | -$2,444 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5.14万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $5.13万 | 0.01% | 53 | 1 | 1.9% | $967 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.07万 | 0.01% | 792 | 2 | 0.3% | $128 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5.03万 | 0.01% | 511 | -6 | -1.2% | -$591 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.01万 | 0.01% | 319 | 68 | 27.1% | $1.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.99万 | 0.01% | 341 | -84 | -19.8% | -$1.23万 | 减仓 |
| TOST | TOAST INC | $4.81万 | 0.01% | 1,814 | 1,498 | 474.1% | $3.97万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $4.78万 | 0.01% | 316 | 316 | — | $4.78万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4.77万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $4.73万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.72万 | 0.01% | 906 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4.70万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $4.64万 | 0.01% | 502 | 3 | 0.6% | $278 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4.62万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| CVSB | MORGAN STANLEY ETF TRUST | $4.61万 | 0.01% | 911 | 13 | 1.4% | $658 | 加仓 |
| PGR | PROGRESSIVE CORP | $4.60万 | 0.01% | 232 | 3 | 1.3% | $595 | 加仓 |
| NUBD | NUSHARES ETF TR | $4.60万 | 0.01% | 2,069 | 31 | 1.5% | $689 | 加仓 |
| HUBS | HUBSPOT INC | $4.54万 | 0.01% | 186 | -107 | -36.5% | -$2.61万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $4.52万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4.38万 | 0.01% | 419 | -446 | -51.6% | -$4.66万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $4.32万 | 0.01% | 1,060 | 860 | 430.0% | $3.50万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $4.31万 | 0.01% | 1,307 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $4.24万 | 0.01% | 2,459 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $4.21万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $4.15万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $3.93万 | 0.00% | 3,627 | -169 | -4.5% | -$1,832 | 减仓 |
| ACWX | ISHARES TR | $3.85万 | 0.00% | 562 | 312 | 124.8% | $2.14万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $3.76万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $3.72万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3.69万 | 0.00% | 325 | -34 | -9.5% | -$3,856 | 减仓 |
| GRMN | GARMIN LTD | $3.68万 | 0.00% | 159 | 1 | 0.6% | $232 | 加仓 |
| IAGG | ISHARES TR | $3.56万 | 0.00% | 711 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.54万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |