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 |
|---|---|---|---|---|---|---|---|---|
| RBA | RB GLOBAL INC | $11.66万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $11.54万 | 0.01% | 1,364 | 5 | 0.4% | $423 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $11.54万 | 0.01% | 522 | 522 | — | $11.54万 | 新建仓 |
| PPG | PPG INDS INC | $11.47万 | 0.01% | 946 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $11.34万 | 0.01% | 4,836 | 4,836 | — | $11.34万 | 新建仓 |
| DHR | DANAHER CORP DEL | $11.29万 | 0.01% | 593 | -232 | -28.1% | -$4.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $11.26万 | 0.01% | 1,026 | 5 | 0.5% | $549 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $11.23万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $11.20万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $11.16万 | 0.01% | 2,058 | 1,630 | 380.8% | $8.84万 | 加仓 |
| VLTO | VERALTO CORP | $11.02万 | 0.01% | 1,243 | 2 | 0.2% | $177 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $10.80万 | 0.01% | 1,318 | 3 | 0.2% | $246 | 加仓 |
| NET | CLOUDFLARE INC | $10.79万 | 0.01% | 440 | 120 | 37.5% | $2.94万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $10.77万 | 0.01% | 1,412 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $10.76万 | 0.01% | 1,846 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $10.43万 | 0.01% | 1,246 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $10.36万 | 0.01% | 1,436 | 95 | 7.1% | $6,855 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $10.18万 | 0.01% | 2,405 | 814 | 51.2% | $3.45万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $10.18万 | 0.01% | 704 | 7 | 1.0% | $1,012 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $9.99万 | 0.01% | 282 | 3 | 1.1% | $1,063 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $9.95万 | 0.01% | 1,335 | 1,172 | 719.0% | $8.73万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $9.93万 | 0.01% | 1,130 | -100 | -8.1% | -$8,788 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $9.74万 | 0.01% | 1,510 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $9.52万 | 0.01% | 793 | -242 | -23.4% | -$2.91万 | 减仓 |
| BA | BOEING CO | $9.33万 | 0.01% | 431 | 8 | 1.9% | $1,732 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9.10万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| DBI | DESIGNER BRANDS INC | $9.08万 | 0.01% | 15,570 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $9.03万 | 0.01% | 576 | 414 | 255.6% | $6.49万 | 加仓 |
| DEM | WISDOMTREE TR | $9.02万 | 0.01% | 1,678 | 12 | 0.7% | $645 | 加仓 |
| GLW | CORNING INC | $8.92万 | 0.01% | 349 | 98 | 39.0% | $2.50万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $8.88万 | 0.01% | 1,837 | 1,837 | — | $8.88万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8.78万 | 0.01% | 115 | 54 | 88.5% | $4.12万 | 加仓 |
| CLX | CLOROX CO DEL | $8.72万 | 0.01% | 914 | -150 | -14.1% | -$1.43万 | 减仓 |
| RKT | ROCKET COS INC | $8.70万 | 0.01% | 5,526 | 1,207 | 27.9% | $1.90万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8.60万 | 0.01% | 934 | 15 | 1.6% | $1,381 | 加仓 |
| IGV | ISHARES TR | $8.42万 | 0.01% | 929 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $8.38万 | 0.01% | 703 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $8.32万 | 0.01% | 1,240 | -93 | -7.0% | -$6,240 | 减仓 |
| HEI | HEICO CORP NEW | $8.26万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $8.19万 | 0.01% | 2,542 | 22 | 0.9% | $709 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $8.13万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $8.09万 | 0.01% | 565 | 2 | 0.4% | $286 | 加仓 |
| TILE | INTERFACE INC | $7.96万 | 0.01% | 2,221 | -53 | -2.3% | -$1,900 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $7.95万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $7.89万 | 0.01% | 94 | -36 | -27.7% | -$3.02万 | 减仓 |
| NU | NU HLDGS LTD | $7.86万 | 0.01% | 5,880 | 3,983 | 210.0% | $5.32万 | 加仓 |
| NVO | NOVO-NORDISK A S | $7.76万 | 0.01% | 1,619 | -1,412 | -46.6% | -$6.77万 | 减仓 |
| SYY | SYSCO CORP | $7.73万 | 0.01% | 925 | 5 | 0.5% | $418 | 加仓 |
| QLTY | GMO ETF TRUST | $7.70万 | 0.01% | 1,850 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $7.69万 | 0.01% | 1,004 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $7.31万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.24万 | 0.01% | 200 | 35 | 21.2% | $1.27万 | 加仓 |
| IEUR | ISHARES TR | $7.24万 | 0.01% | 963 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7.21万 | 0.01% | 814 | 814 | — | $7.21万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.20万 | 0.01% | 1,250 | -82 | -6.2% | -$4,725 | 减仓 |
| UL | UNILEVER PLC | $7.18万 | 0.01% | 1,194 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6.98万 | 0.01% | 3,370 | -1,192 | -26.1% | -$2.47万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $6.97万 | 0.01% | 142 | 2 | 1.4% | $982 | 加仓 |
| OTTR | OTTER TAIL CORP | $6.96万 | 0.01% | 773 | 773 | — | $6.96万 | 新建仓 |
| KVUE | KENVUE INC | $6.84万 | 0.01% | 3,578 | 1,119 | 45.5% | $2.14万 | 加仓 |
| FTNT | FORTINET INC | $6.73万 | 0.01% | 438 | 311 | 244.9% | $4.78万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $6.51万 | 0.01% | 323 | 309 | 2,207.1% | $6.23万 | 加仓 |
| KLAC | KLA CORP | $6.34万 | 0.01% | 210 | 20 | 10.5% | $6,034 | 加仓 |
| COP | CONOCOPHILLIPS | $6.26万 | 0.01% | 602 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $6.20万 | 0.01% | 49,572 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.12万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $6.07万 | 0.01% | 3,642 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.07万 | 0.01% | 218 | -50 | -18.7% | -$1.39万 | 减仓 |
| O | REALTY INCOME CORP | $6.01万 | 0.01% | 970 | 19 | 2.0% | $1,177 | 加仓 |
| KHC | KRAFT HEINZ CO | $5.94万 | 0.01% | 2,516 | 25 | 1.0% | $591 | 加仓 |
| CB | CHUBB LIMITED | $5.93万 | 0.01% | 174 | 4 | 2.4% | $1,363 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5.85万 | 0.01% | 200 | -1 | -0.5% | -$292 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $5.77万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $5.76万 | 0.01% | 54 | 6 | 12.5% | $6,404 | 加仓 |
| SHEL | SHELL PLC | $5.74万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.67万 | 0.01% | 796 | 4 | 0.5% | $285 | 加仓 |
| MTN | VAIL RESORTS INC | $5.61万 | 0.01% | 412 | 411 | 41,100.0% | $5.60万 | 重新持有 |
| PFE | PFIZER INC | $5.61万 | 0.01% | 2,329 | -83 | -3.4% | -$1,999 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $5.59万 | 0.01% | 520 | 9 | 1.8% | $968 | 加仓 |
| DOW | DOW HLDGS INC | $5.55万 | 0.01% | 2,029 | -3 | -0.1% | -$82 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $5.55万 | 0.01% | 89 | -15 | -14.4% | -$9,353 | 减仓 |
| INTC | INTEL CORP | $5.54万 | 0.01% | 397 | -66 | -14.3% | -$9,211 | 减仓 |
| ISHG | ISHARES TR | $5.40万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $5.33万 | 0.01% | 906 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $5.33万 | 0.01% | 1,146 | 1,095 | 2,147.1% | $5.09万 | 加仓 |
| MCO | MOODYS CORP | $5.16万 | 0.01% | 114 | -63 | -35.6% | -$2.85万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $5.16万 | 0.01% | 1,650 | 100 | 6.5% | $3,126 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5.15万 | 0.01% | 376 | 372 | 9,300.0% | $5.09万 | 加仓 |
| PGR | PROGRESSIVE CORP | $5.13万 | 0.01% | 235 | 3 | 1.3% | $655 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $5.01万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.00万 | 0.01% | 86 | -43 | -33.3% | -$2.50万 | 减仓 |
| WWD | WOODWARD INC | $4.94万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $4.90万 | 0.01% | 324 | -468 | -59.1% | -$7.08万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4.87万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4.86万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $4.83万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4.78万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $4.75万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $4.74万 | 0.01% | 1,307 | 0 | 0.0% | — | 不变 |
| TX | TERNIUM SA | $4.65万 | 0.01% | 1,089 | 1,089 | — | $4.65万 | 新建仓 |