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 |
|---|---|---|---|---|---|---|---|---|
| DOV | DOVER CORP | $673 | 0.00% | 3 | 3 | — | $673 | 新建仓 |
| ELF | E L F BEAUTY INC | $666 | 0.00% | 9 | 2 | 28.6% | $148 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $664 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $660 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RH | RH | $659 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $659 | 0.00% | 15 | 13 | 650.0% | $571 | 重新持有 |
| RBC | RBC BEARINGS INC | $645 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $642 | 0.00% | 6 | 3 | 100.0% | $321 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $642 | 0.00% | 17 | 17 | — | $642 | 新建仓 |
| EFX | EQUIFAX INC | $637 | 0.00% | 4 | -6 | -60.0% | -$956 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $637 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $623 | 0.00% | 30 | 30 | — | $623 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $619 | 0.00% | 3 | 3 | — | $619 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $617 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $616 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $616 | 0.00% | 5 | 4 | 400.0% | $493 | 重新持有 |
| CVCO | CAVCO INDS INC DEL | $615 | 0.00% | 1 | 1 | — | $615 | 新建仓 |
| PODD | INSULET CORP | $609 | 0.00% | 4 | -2 | -33.3% | -$304 | 减仓 |
| MKC | MCCORMICK & CO INC | $606 | 0.00% | 12 | -1,404 | -99.2% | -$7.09万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $602 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC | $601 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $599 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $597 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $596 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $594 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $593 | 0.00% | 27 | -200 | -88.1% | -$4,393 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $593 | 0.00% | 2 | 2 | — | $593 | 新建仓 |
| RHI | ROBERT HALF INC. | $584 | 0.00% | 19 | -1 | -5.0% | -$31 | 重新持有 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $582 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $580 | 0.00% | 26 | 26 | — | $580 | 新建仓 |
| DOCU | DOCUSIGN INC | $578 | 0.00% | 13 | 13 | — | $578 | 新建仓 |
| DG | DOLLAR GEN CORP | $576 | 0.00% | 5 | 4 | 400.0% | $461 | 加仓 |
| LII | LENNOX INTL INC | $573 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $571 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $571 | 0.00% | 5 | 5 | — | $571 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $569 | 0.00% | 14 | 14 | — | $569 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $568 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $568 | 0.00% | 19 | 19 | — | $568 | 新建仓 |
| FN | FABRINET | $563 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $563 | 0.00% | 5 | 5 | — | $563 | 新建仓 |
| MSCI | MSCI INC | $561 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $558 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $557 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $557 | 0.00% | 4 | 3 | 300.0% | $418 | 重新持有 |
| LYV | LIVE NATION ENTERTAINMENT IN | $550 | 0.00% | 3 | 2 | 200.0% | $367 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $545 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $542 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $539 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $537 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $530 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $521 | 0.00% | 3 | 2 | 200.0% | $347 | 重新持有 |
| TRMB | TRIMBLE INC | $512 | 0.00% | 10 | 9 | 900.0% | $461 | 加仓 |
| CSGP | COSTAR GROUP INC | $510 | 0.00% | 18 | 16 | 800.0% | $453 | 加仓 |
| DY | DYCOM INDS INC | $506 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $506 | 0.00% | 3 | 3 | — | $506 | 新建仓 |
| ROL | ROLLINS INC | $503 | 0.00% | 12 | -1 | -7.7% | -$42 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $503 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $491 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $477 | 0.00% | 11 | -11 | -50.0% | -$477 | 减仓 |
| CACI | CACI INTL INC | $464 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $462 | 0.00% | 10 | 10 | — | $462 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $461 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $459 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $459 | 0.00% | 2 | 1 | 100.0% | $230 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $457 | 0.00% | 4 | -4 | -50.0% | -$457 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $456 | 0.00% | 5 | -6 | -54.5% | -$547 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $447 | 0.00% | 3 | -1 | -25.0% | -$149 | 减仓 |
| EBAY | EBAY INC. | $447 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $446 | 0.00% | 4 | 4 | — | $446 | 新建仓 |
| MKSI | MKS INC. | $445 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $444 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $442 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $440 | 0.00% | 3 | 2 | 200.0% | $293 | 加仓 |
| NRG | NRG ENERGY INC | $439 | 0.00% | 3 | -4 | -57.1% | -$585 | 减仓 |
| CF | CF INDUSTRIES HOLD | $434 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $427 | 0.00% | 11 | 0 | 0.0% | — | 重新持有 |
| WINA | WINMARK CORP | $424 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $422 | 0.00% | 2 | 1 | 100.0% | $211 | 加仓 |
| FOXA | FOX CORP | $418 | 0.00% | 8 | 8 | — | $418 | 新建仓 |
| MTZ | MASTEC INC | $417 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $413 | 0.00% | 2 | -12 | -85.7% | -$2,478 | 减仓 |
| SNA | SNAP ON INC | $403 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $402 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $401 | 0.00% | 7 | -1 | -12.5% | -$57 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $392 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $389 | 0.00% | 3 | -1 | -25.0% | -$130 | 减仓 |
| JBL | JABIL INC | $386 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $381 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $381 | 0.00% | 8 | 4 | 100.0% | $190 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $366 | 0.00% | 7 | -1 | -12.5% | -$52 | 减仓 |
| EG | EVEREST GROUP LTD | $358 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $355 | 0.00% | 3 | -125 | -97.7% | -$1.48万 | 减仓 |
| GME | GAMESTOP CORP | $354 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $351 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $351 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $349 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $339 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $339 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $330 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| FLEX | FLEX LTD | $325 | 0.00% | 2 | 2 | — | $325 | 新建仓 |