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 |
|---|---|---|---|---|---|---|---|---|
| — | GOLDMAN SACHS ETF TR | $3.50万 | 0.00% | 896 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $3.46万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3.42万 | 0.00% | 251 | -2,902 | -92.0% | -$39.49万 | 减仓 |
| CAT | CATERPILLAR INC | $3.41万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.40万 | 0.00% | 1,327 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3.33万 | 0.00% | 463 | 114 | 32.7% | $8,193 | 加仓 |
| MTB | M & T BK CORP | $3.31万 | 0.00% | 160 | -15 | -8.6% | -$3,102 | 减仓 |
| DEUS | DBX ETF TR | $3.30万 | 0.00% | 551 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $3.27万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $3.24万 | 0.00% | 1,550 | 250 | 19.2% | $5,230 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $3.21万 | 0.00% | 643 | 3 | 0.5% | $150 | 加仓 |
| APP | APPLOVIN CORP | $3.18万 | 0.00% | 80 | -79 | -49.7% | -$3.14万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $3.11万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $3.11万 | 0.00% | 293 | 1 | 0.3% | $106 | 加仓 |
| AZN | ASTRAZENECA PLC | $3.02万 | 0.00% | 153 | 153 | — | $3.02万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.98万 | 0.00% | 387 | -10 | -2.5% | -$771 | 减仓 |
| SO | SOUTHERN CO | $2.97万 | 0.00% | 308 | -110 | -26.3% | -$1.06万 | 减仓 |
| ES | EVERSOURCE ENERGY | $2.87万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $2.86万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.81万 | 0.00% | 299 | -68 | -18.5% | -$6,383 | 减仓 |
| KLAC | KLA CORP | $2.80万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2.75万 | 0.00% | 438 | 160 | 57.6% | $1.00万 | 加仓 |
| NU | NU HLDGS LTD | $2.73万 | 0.00% | 1,897 | 3 | 0.2% | $43 | 加仓 |
| ASHR | DBX ETF TR | $2.72万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.71万 | 0.00% | 1,397 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2.67万 | 0.00% | 974 | -633 | -39.4% | -$1.74万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2.67万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $2.62万 | 0.00% | 129 | -46 | -26.3% | -$9,358 | 减仓 |
| AMP | AMERIPRISE FINL INC | $2.62万 | 0.00% | 59 | 20 | 51.3% | $8,892 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.61万 | 0.00% | 1,646 | 1,130 | 219.0% | $1.79万 | 加仓 |
| MTUM | ISHARES TR | $2.59万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2.55万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.55万 | 0.00% | 131 | 100 | 322.6% | $1.94万 | 加仓 |
| BRO | BROWN & BROWN INC | $2.52万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $2.47万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $2.47万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.46万 | 0.00% | 660 | 90 | 15.8% | $3,348 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.41万 | 0.00% | 304 | 304 | — | $2.41万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.40万 | 0.00% | 1,006 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.38万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.38万 | 0.00% | 61 | 24 | 64.9% | $9,370 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $2.38万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.32万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $2.28万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.25万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $2.25万 | 0.00% | 180 | 3 | 1.7% | $374 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $2.24万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.23万 | 0.00% | 194 | -4 | -2.0% | -$460 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $2.21万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2.15万 | 0.00% | 3,596 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2.14万 | 0.00% | 258 | -44 | -14.6% | -$3,644 | 减仓 |
| AFL | AFLAC INC | $2.12万 | 0.00% | 193 | 169 | 704.2% | $1.85万 | 加仓 |
| CPRT | COPART INC | $2.11万 | 0.00% | 636 | -16 | -2.5% | -$531 | 减仓 |
| SNPS | SYNOPSYS INC | $2.10万 | 0.00% | 53 | -1 | -1.9% | -$396 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $2.07万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $2.05万 | 0.00% | 132 | 61 | 85.9% | $9,492 | 加仓 |
| INTC | INTEL CORP | $2.04万 | 0.00% | 463 | -3,290 | -87.7% | -$14.51万 | 减仓 |
| WAT | WATERS CORP | $1.97万 | 0.00% | 66 | 31 | 88.6% | $9,232 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1.79万 | 0.00% | 1,368 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.77万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $1.74万 | 0.00% | 410 | 89 | 27.7% | $3,780 | 加仓 |
| IR | INGERSOLL RAND INC | $1.72万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.72万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.71万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.69万 | 0.00% | 5 | 1 | 25.0% | $3,378 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.65万 | 0.00% | 450 | 6 | 1.4% | $220 | 加仓 |
| SPYX | SPDR SERIES TRUST | $1.64万 | 0.00% | 310 | 1 | 0.3% | $53 | 加仓 |
| CTAS | CINTAS CORP | $1.62万 | 0.00% | 96 | -2 | -2.0% | -$338 | 减仓 |
| MRNA | MODERNA INC | $1.62万 | 0.00% | 319 | 300 | 1,578.9% | $1.52万 | 加仓 |
| NKE | NIKE INC | $1.60万 | 0.00% | 303 | 294 | 3,266.7% | $1.55万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.57万 | 0.00% | 68 | 2 | 3.0% | $461 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.55万 | 0.00% | 339 | 339 | — | $1.55万 | 新建仓 |
| BCS | BARCLAYS PLC | $1.53万 | 0.00% | 725 | 725 | — | $1.53万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.53万 | 0.00% | 117 | 100 | 588.2% | $1.31万 | 加仓 |
| DB | DEUTSCHE BK AG | $1.53万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.52万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.52万 | 0.00% | 101 | -22 | -17.9% | -$3,303 | 减仓 |
| SAP | SAP SE | $1.49万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | HARBOR ETF TRUST | $1.49万 | 0.00% | 331 | 3 | 0.9% | $135 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1.47万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1.47万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.46万 | 0.00% | 380 | 323 | 566.7% | $1.24万 | 加仓 |
| VMC | VULCAN MATLS CO | $1.44万 | 0.00% | 53 | 48 | 960.0% | $1.31万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.43万 | 0.00% | 128 | -3 | -2.3% | -$334 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.38万 | 0.00% | 479 | 13 | 2.8% | $373 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.36万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1.35万 | 0.00% | 92 | -121 | -56.8% | -$1.78万 | 减仓 |
| YUM | YUM BRANDS INC | $1.35万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.32万 | 0.00% | 152 | 84 | 123.5% | $7,279 | 加仓 |
| MPC | MARATHON PETE CORP | $1.25万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.23万 | 0.00% | 163 | -14 | -7.9% | -$1,054 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.21万 | 0.00% | 159 | 22 | 16.1% | $1,676 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.20万 | 0.00% | 66 | -17 | -20.5% | -$3,084 | 减仓 |
| — | SEVEN HILLS REALTY TRUST | $1.18万 | 0.00% | 1,441 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $1.17万 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $1.15万 | 0.00% | 1,352 | 260 | 23.8% | $2,202 | 加仓 |
| EL | LAUDER ESTEE COS INC | $1.14万 | 0.00% | 159 | -5 | -3.0% | -$359 | 减仓 |
| EWY | ISHARES INC | $1.12万 | 0.00% | 91 | -65 | -41.7% | -$7,996 | 减仓 |
| QCOM | QUALCOMM INC | $1.06万 | 0.00% | 82 | 1 | 1.2% | $129 | 加仓 |
| FTNT | FORTINET INC | $1.04万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |