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 |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | $3,070 | 0.00% | 18 | 1 | 5.9% | $171 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2,934 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $2,890 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2,850 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $2,840 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,794 | 0.00% | 16 | -13 | -44.8% | -$2,270 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,723 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2,705 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $2,705 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2,704 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $2,670 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $2,637 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2,627 | 0.00% | 51 | -63 | -55.3% | -$3,245 | 减仓 |
| LIT | GLOBAL X FDS | $2,603 | 0.00% | 35 | 35 | — | $2,603 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $2,589 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2,587 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $2,576 | 0.00% | 200 | 155 | 344.4% | $1,996 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $2,529 | 0.00% | 16 | 15 | 1,500.0% | $2,371 | 重新持有 |
| TRGP | TARGA RES CORP | $2,508 | 0.00% | 10 | -3 | -23.1% | -$752 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,426 | 0.00% | 155 | -4 | -2.5% | -$63 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,417 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $2,409 | 0.00% | 50 | 50 | — | $2,409 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $2,408 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $2,371 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $2,300 | 0.00% | 500 | 500 | — | $2,300 | 新建仓 |
| VTR | VENTAS INC | $2,290 | 0.00% | 28 | -8 | -22.2% | -$654 | 减仓 |
| — | FRACTYL HEALTH INC | $2,289 | 0.00% | 5,000 | 5,000 | — | $2,289 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $2,220 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $2,166 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $2,151 | 0.00% | 38 | 38 | — | $2,151 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $2,141 | 0.00% | 21 | 1 | 5.0% | $102 | 加仓 |
| ONDS | ONDAS INC | $2,125 | 0.00% | 235 | 235 | — | $2,125 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $2,124 | 0.00% | 5 | 3 | 150.0% | $1,274 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,107 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,074 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $2,015 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | UNICYCIVE THERAPEUTICS INC | $1,974 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1,973 | 0.00% | 31 | -861 | -96.5% | -$5.48万 | 减仓 |
| NDAQ | NASDAQ INC | $1,953 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,946 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1,902 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AMPLITECH GROUP INC | $1,900 | 0.00% | 1,000 | 1,000 | — | $1,900 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $1,839 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,825 | 0.00% | 57 | -16 | -21.9% | -$512 | 减仓 |
| EFX | EQUIFAX INC | $1,803 | 0.00% | 10 | 3 | 42.9% | $541 | 加仓 |
| TTC | TORO CO | $1,776 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1,767 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1,765 | 0.00% | 88 | -71 | -44.7% | -$1,424 | 减仓 |
| TWLO | TWILIO INC | $1,762 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,739 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DAPP | VANECK ETF TRUST | $1,731 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $1,731 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $1,705 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,687 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $1,671 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $1,654 | 0.00% | 11 | -35 | -76.1% | -$5,263 | 减仓 |
| MOS | MOSAIC CO | $1,632 | 0.00% | 64 | 59 | 1,180.0% | $1,504 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,626 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1,622 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $1,613 | 0.00% | 96 | 34 | 54.8% | $571 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,600 | 0.00% | 12 | 12 | — | $1,600 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,585 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $1,577 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1,567 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,505 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,505 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1,503 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $1,501 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $1,490 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $1,472 | 0.00% | 100 | 100 | — | $1,472 | 新建仓 |
| CPT | CAMDEN PPTY TR | $1,465 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $1,462 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,456 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $1,452 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $1,448 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $1,443 | 0.00% | 11 | -4 | -26.7% | -$525 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,441 | 0.00% | 52 | 52 | — | $1,441 | 新建仓 |
| LCID | LUCID GROUP INC | $1,430 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1,426 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,416 | 0.00% | 4 | -1 | -20.0% | -$354 | 减仓 |
| EXC | EXELON CORP | $1,382 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1,347 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1,303 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1,299 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1,286 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1,260 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1,255 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $1,230 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1,225 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1,225 | 0.00% | 8 | 1 | 14.3% | $153 | 加仓 |
| JLL | JONES LANG LASALLE INC | $1,218 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,211 | 0.00% | 2 | -5 | -71.4% | -$3,028 | 减仓 |
| TXG | 10X GENOMICS INC | $1,211 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $1,208 | 0.00% | 11 | -9 | -45.0% | -$988 | 减仓 |
| VMI | VALMONT INDS INC | $1,199 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,182 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,173 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1,172 | 0.00% | 6 | -17 | -73.9% | -$3,321 | 减仓 |
| LAES | SEALSQ CORP | $1,166 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1,139 | 0.00% | 13 | 0 | 0.0% | — | 不变 |