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 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $1,560 | 0.00% | 8 | 2 | 33.3% | $390 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1,549 | 0.00% | 14 | 6 | 75.0% | $664 | 加仓 |
| NTAP | NETAPP INC | $1,548 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $1,543 | 0.00% | 54 | 54 | — | $1,543 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1,521 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,517 | 0.00% | 7 | 1 | 16.7% | $217 | 加仓 |
| IRM | IRON MTN INC DEL | $1,516 | 0.00% | 12 | 5 | 71.4% | $632 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,482 | 0.00% | 12 | 4 | 50.0% | $494 | 加仓 |
| DXCM | DEXCOM INC | $1,482 | 0.00% | 22 | 20 | 1,000.0% | $1,347 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,462 | 0.00% | 10 | -6 | -37.5% | -$877 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,457 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1,440 | 0.00% | 23 | 4 | 21.1% | $250 | 加仓 |
| — | UNICYCIVE THERAPEUTICS INC | $1,407 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $1,361 | 0.00% | 12 | 5 | 71.4% | $567 | 加仓 |
| VOLT | TEMA ETF TRUST | $1,341 | 0.00% | 32 | 32 | — | $1,341 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,334 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $1,318 | 0.00% | 14 | -1 | -6.7% | -$94 | 减仓 |
| PNR | PENTAIR PLC | $1,309 | 0.00% | 17 | 4 | 30.8% | $308 | 加仓 |
| IVZ | INVESCO LTD | $1,294 | 0.00% | 49 | 14 | 40.0% | $370 | 加仓 |
| BAX | BAXTER INTL INC | $1,280 | 0.00% | 60 | -36 | -37.5% | -$768 | 减仓 |
| GERN | GERON CORP | $1,280 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1,262 | 0.00% | 13 | 4 | 44.4% | $388 | 加仓 |
| F | FORD MTR CO | $1,251 | 0.00% | 90 | 25 | 38.5% | $348 | 加仓 |
| JLL | JONES LANG LASALLE INC | $1,240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1,230 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1,220 | 0.00% | 32 | 3 | 10.3% | $114 | 加仓 |
| CROX | CROCS INC | $1,207 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $1,199 | 0.00% | 5 | 5 | — | $1,199 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1,195 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1,195 | 0.00% | 71 | 27 | 61.4% | $454 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,166 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1,148 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1,143 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $1,121 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $1,117 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1,116 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1,113 | 0.00% | 8 | 4 | 100.0% | $556 | 加仓 |
| ROKU | ROKU INC | $1,106 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1,092 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $1,089 | 0.00% | 9 | 2 | 28.6% | $242 | 加仓 |
| UDR | UDR INC | $1,078 | 0.00% | 27 | -6 | -18.2% | -$240 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,077 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1,061 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1,053 | 0.00% | 2 | 1 | 100.0% | $526 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,046 | 0.00% | 4 | 4 | — | $1,046 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $1,034 | 0.00% | 6 | 5 | 500.0% | $862 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1,032 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,016 | 0.00% | 3 | -1 | -25.0% | -$339 | 减仓 |
| MDB | MONGODB INC | $1,008 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1,007 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $1,004 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,003 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $994 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $992 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $987 | 0.00% | 13 | 4 | 44.4% | $304 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $960 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $960 | 0.00% | 30 | 20 | 200.0% | $640 | 加仓 |
| GRAL | GRAIL INC | $956 | 0.00% | 14 | -56 | -80.0% | -$3,824 | 减仓 |
| CCI | CROWN CASTLE INC | $909 | 0.00% | 12 | 4 | 50.0% | $303 | 加仓 |
| AEE | AMEREN CORP | $905 | 0.00% | 8 | 4 | 100.0% | $452 | 加仓 |
| BRKR | BRUKER CORP | $903 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $902 | 0.00% | 2 | 1 | 100.0% | $451 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $898 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $897 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $874 | 0.00% | 12 | 4 | 50.0% | $291 | 加仓 |
| NTRS | NORTHERN TR CORP | $870 | 0.00% | 5 | 4 | 400.0% | $696 | 加仓 |
| BIIB | BIOGEN INC | $865 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $863 | 0.00% | 13 | 4 | 44.4% | $266 | 加仓 |
| APTV | APTIV PLC | $860 | 0.00% | 14 | 4 | 40.0% | $246 | 加仓 |
| POWL | POWELL INDS INC | $860 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $859 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $858 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $830 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $821 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $811 | 0.00% | 6 | 6 | — | $811 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $795 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $795 | 0.00% | 2 | -1 | -33.3% | -$398 | 重新持有 |
| YETI | YETI HLDGS INC | $793 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $792 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $789 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $776 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $758 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $755 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $751 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $744 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $736 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $735 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $734 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $728 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $720 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $717 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $688 | 0.00% | 5 | 5 | — | $688 | 新建仓 |
| FISV | FISERV INC | $687 | 0.00% | 14 | -1 | -6.7% | -$49 | 减仓 |
| PTC | PTC INC | $682 | 0.00% | 6 | 5 | 500.0% | $568 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $680 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $675 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $675 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $674 | 0.00% | 4 | 0 | 0.0% | — | 不变 |