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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $4.60万 | 0.01% | 1,563 | 236 | 17.8% | $6,945 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.54万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $4.50万 | 0.00% | 46 | 41 | 820.0% | $4.01万 | 加仓 |
| CMI | CUMMINS INC | $4.49万 | 0.00% | 63 | 53 | 530.0% | $3.78万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $4.47万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $4.43万 | 0.00% | 86 | 6 | 7.5% | $3,091 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4.43万 | 0.00% | 514 | -157 | -23.4% | -$1.35万 | 减仓 |
| NOW | SERVICENOW INC | $4.39万 | 0.00% | 442 | 23 | 5.5% | $2,283 | 加仓 |
| ACWX | ISHARES TR | $4.32万 | 0.00% | 568 | 6 | 1.1% | $457 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.24万 | 0.00% | 142 | 11 | 8.4% | $3,281 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.23万 | 0.00% | 172 | 2 | 1.2% | $492 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $4.05万 | 0.00% | 896 | 0 | 0.0% | — | 不变 |
| CVSB | MORGAN STANLEY ETF TRUST | $3.96万 | 0.00% | 781 | -130 | -14.3% | -$6,583 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.94万 | 0.00% | 338 | -3 | -0.9% | -$350 | 减仓 |
| NUBD | NUSHARES ETF TR | $3.93万 | 0.00% | 1,777 | -292 | -14.1% | -$6,463 | 减仓 |
| CVS | CVS HEALTH CORP | $3.89万 | 0.00% | 376 | -87 | -18.8% | -$9,009 | 减仓 |
| GRMN | GARMIN LTD | $3.84万 | 0.00% | 161 | 2 | 1.3% | $477 | 加仓 |
| HUBS | HUBSPOT INC | $3.81万 | 0.00% | 209 | 23 | 12.4% | $4,198 | 加仓 |
| MTB | M & T BK CORP | $3.81万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $3.80万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $3.71万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $3.70万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $3.64万 | 0.00% | 3,627 | 0 | 0.0% | — | 不变 |
| DEUS | DBX ETF TR | $3.60万 | 0.00% | 551 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $3.60万 | 0.00% | 711 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.54万 | 0.00% | 191 | 109 | 132.9% | $2.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3.40万 | 0.00% | 268 | -85 | -24.1% | -$1.08万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $3.39万 | 0.00% | 189 | -123 | -39.4% | -$2.21万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $3.38万 | 0.00% | 620 | -68 | -9.9% | -$3,709 | 减仓 |
| NOBL | PROSHARES TR | $3.31万 | 0.00% | 589 | 3 | 0.5% | $169 | 加仓 |
| OEF | ISHARES TR | $3.29万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $3.28万 | 0.00% | 645 | 2 | 0.3% | $102 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $3.09万 | 0.00% | 344 | 344 | — | $3.09万 | 新建仓 |
| ASHR | DBX ETF TR | $3.05万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $3.05万 | 0.00% | 422 | 8 | 1.9% | $578 | 加仓 |
| BLK | BLACKROCK INC | $2.98万 | 0.00% | 31 | -22 | -41.5% | -$2.12万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $2.98万 | 0.00% | 2,691 | 2,691 | — | $2.98万 | 新建仓 |
| SO | SOUTHERN CO | $2.95万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2.93万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.93万 | 0.00% | 238 | -81 | -25.4% | -$9,972 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.91万 | 0.00% | 70 | -27 | -27.8% | -$1.12万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.90万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $2.89万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2.83万 | 0.00% | 101 | 1 | 1.0% | $280 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2.77万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.77万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.75万 | 0.00% | 60 | 1 | 1.7% | $459 | 加仓 |
| — | GLOBAL X FDS | $2.74万 | 0.00% | 1,397 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.74万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2.66万 | 0.00% | 997 | 23 | 2.4% | $613 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.65万 | 0.00% | 1,476 | -170 | -10.3% | -$3,048 | 减仓 |
| OKLO | OKLO INC | $2.59万 | 0.00% | 495 | 370 | 296.0% | $1.94万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.48万 | 0.00% | 145 | 145 | — | $2.48万 | 新建仓 |
| SE | SEA LTD | $2.47万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $2.41万 | 0.00% | 376 | -10 | -2.6% | -$642 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.40万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.40万 | 0.00% | 64 | -2 | -3.0% | -$750 | 减仓 |
| AFL | AFLAC INC | $2.35万 | 0.00% | 200 | 7 | 3.6% | $821 | 加仓 |
| ATI | ATI INC | $2.33万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.31万 | 0.00% | 196 | 2 | 1.0% | $235 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $2.31万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.30万 | 0.00% | 260 | 101 | 63.5% | $8,949 | 加仓 |
| NUE | NUCOR CORP | $2.25万 | 0.00% | 101 | 75 | 288.5% | $1.67万 | 加仓 |
| NFLX | NETFLIX INC. | $2.19万 | 0.00% | 307 | -246 | -44.5% | -$1.76万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.17万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $2.09万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $2.09万 | 0.00% | 147 | 147 | — | $2.09万 | 新建仓 |
| MCHI | ISHARES TR | $2.07万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $2.04万 | 0.00% | 74 | 28 | 60.9% | $7,733 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.02万 | 0.00% | 75 | 7 | 10.3% | $1,883 | 加仓 |
| BCS | BARCLAYS PLC | $1.95万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $1.93万 | 0.00% | 564 | 1 | 0.2% | $34 | 加仓 |
| SPYX | SPDR SERIES TRUST | $1.90万 | 0.00% | 311 | 1 | 0.3% | $61 | 加仓 |
| CPRT | COPART INC | $1.87万 | 0.00% | 662 | 26 | 4.1% | $733 | 加仓 |
| GIS | GENERAL MILLS INC | $1.85万 | 0.00% | 533 | -127 | -19.2% | -$4,417 | 减仓 |
| MRNA | MODERNA INC | $1.85万 | 0.00% | 264 | -55 | -17.2% | -$3,852 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.80万 | 0.00% | 123 | 6 | 5.1% | $877 | 加仓 |
| IR | INGERSOLL RAND INC | $1.80万 | 0.00% | 219 | 4 | 1.9% | $328 | 加仓 |
| SITM | SITIME CORP | $1.79万 | 0.00% | 24 | 3 | 14.3% | $2,237 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.78万 | 0.00% | 455 | 5 | 1.1% | $195 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1.77万 | 0.00% | 435 | 435 | — | $1.77万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1.76万 | 0.00% | 232 | 9 | 4.0% | $684 | 加仓 |
| DB | DEUTSCHE BK AG | $1.74万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $1.71万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.70万 | 0.00% | 100 | 4 | 4.2% | $681 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.65万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.59万 | 0.00% | 54 | 1 | 1.9% | $295 | 加仓 |
| SNDK | SANDISK CORP | $1.59万 | 0.00% | 7 | 1 | 16.7% | $2,274 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $1.58万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1.58万 | 0.00% | 108 | 16 | 17.4% | $2,345 | 加仓 |
| INBK | FIRST INTERNET BANCORP | $1.54万 | 0.00% | 555 | 308 | 124.7% | $8,562 | 加仓 |
| MSTR | STRATEGY INC | $1.54万 | 0.00% | 177 | -3 | -1.7% | -$261 | 减仓 |
| — | HARBOR ETF TRUST | $1.53万 | 0.00% | 336 | 5 | 1.5% | $228 | 加仓 |
| IVLU | ISHARES TR | $1.52万 | 0.00% | 364 | 364 | — | $1.52万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1.52万 | 0.00% | 76 | 10 | 15.2% | $1,996 | 加仓 |
| APA | APA CORPORATION | $1.51万 | 0.00% | 464 | 54 | 13.2% | $1,760 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1.48万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.44万 | 0.00% | 56 | 5 | 9.8% | $1,284 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.43万 | 0.00% | 38 | 31 | 442.9% | $1.16万 | 加仓 |