TFB Advisors LLC
OVERLAND PARK KS · SEC CIK 0001965201
$1.91亿2026Q1 申报市值
180持仓数
34.0%前十大占比 · 第一大 7.5%
9 / 131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
BIL 加仓+$318.59万
VYM 加仓+$56.29万
VFMF 加仓+$42.93万
EIX 新建仓+$42.73万
GKOS 新建仓+$38.14万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$622.29万
VIG 清仓-$608.55万
NVDA 减仓-$499.59万
MGK 减仓-$470.98万
IWM 清仓-$387.83万
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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $41.97万 | 0.22% | 1,503 | -594 | -28.3% | -$16.59万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $41.76万 | 0.22% | 8,297 | -8,502 | -50.6% | -$42.79万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $41.75万 | 0.22% | 8,611 | -8,852 | -50.7% | -$42.92万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $41.71万 | 0.22% | 7,468 | -5,702 | -43.3% | -$31.85万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $41.71万 | 0.22% | 7,811 | -5,550 | -41.5% | -$29.63万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $41.69万 | 0.22% | 7,896 | -5,809 | -42.4% | -$30.67万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $41.68万 | 0.22% | 8,049 | -5,965 | -42.6% | -$30.89万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $41.66万 | 0.22% | 8,265 | -21,025 | -71.8% | -$105.99万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $41.66万 | 0.22% | 8,378 | -7,326 | -46.7% | -$36.42万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $41.64万 | 0.22% | 7,370 | -7,946 | -51.9% | -$44.90万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $41.63万 | 0.22% | 7,608 | -5,477 | -41.9% | -$29.97万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $41.62万 | 0.22% | 8,729 | -6,195 | -41.5% | -$29.54万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $41.43万 | 0.22% | 9,225 | -7,201 | -43.8% | -$32.34万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $41.15万 | 0.22% | 14,128 | -15,204 | -51.8% | -$44.29万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $40.33万 | 0.21% | 1,258 | -83 | -6.2% | -$2.66万 | 减仓 |
| VGT | VANGUARD WORLD FD | $39.77万 | 0.21% | 570 | -56 | -8.9% | -$3.91万 | 减仓 |
| IUSB | ISHARES TR | $39.44万 | 0.21% | 8,539 | -2,348 | -21.6% | -$10.85万 | 减仓 |
| KO | COCA COLA CO | $38.97万 | 0.20% | 5,124 | -1,121 | -18.0% | -$8.53万 | 减仓 |
| GKOS | GLAUKOS CORP | $38.14万 | 0.20% | 3,543 | 3,543 | — | $38.14万 | 新建仓 |
| — | ISHARES TR | $38.05万 | 0.20% | 11,420 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $36.81万 | 0.19% | 5,311 | -2,156 | -28.9% | -$14.94万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.30万 | 0.19% | 11,833 | 597 | 5.3% | $1.83万 | 加仓 |
| DHI | D R HORTON INC | $35.86万 | 0.19% | 2,613 | -589 | -18.4% | -$8.08万 | 减仓 |
| PHM | PULTE GROUP INC | $35.78万 | 0.19% | 3,042 | -1,559 | -33.9% | -$18.34万 | 减仓 |
| TW | TRADEWEB MKTS INC | $35.40万 | 0.19% | 3,009 | -345 | -10.3% | -$4.06万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $35.33万 | 0.18% | 2,633 | 200 | 8.2% | $2.68万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $35.28万 | 0.18% | 502 | 502 | — | $35.28万 | 新建仓 |
| INGR | INGREDION INC | $35.25万 | 0.18% | 3,129 | -517 | -14.2% | -$5.82万 | 减仓 |
| HEI | HEICO CORP NEW | $35.10万 | 0.18% | 1,280 | -133 | -9.4% | -$3.65万 | 减仓 |
| KLAC | KLA CORP | $34.75万 | 0.18% | 236 | -72 | -23.4% | -$10.60万 | 减仓 |
| TTAN | SERVICETITAN INC | $34.29万 | 0.18% | 5,403 | 981 | 22.2% | $6.23万 | 加仓 |
| IETC | ISHARES U S ETF TR | $34.18万 | 0.18% | 3,867 | -286 | -6.9% | -$2.53万 | 减仓 |
| MRK | MERCK & CO INC | $33.97万 | 0.18% | 2,824 | -573 | -16.9% | -$6.89万 | 减仓 |
| VIS | VANGUARD WORLD FD | $33.91万 | 0.18% | 1,086 | -123 | -10.2% | -$3.84万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $33.52万 | 0.18% | 2,405 | -386 | -13.8% | -$5.38万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $33.44万 | 0.18% | 5,742 | -596 | -9.4% | -$3.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.28万 | 0.17% | 6,158 | -3,200 | -34.2% | -$17.30万 | 减仓 |
| SNOW | SNOWFLAKE INC | $33.09万 | 0.17% | 2,194 | -665 | -23.3% | -$10.03万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.32万 | 0.17% | 497 | -942 | -65.5% | -$61.26万 | 减仓 |
| SNA | SNAP ON INC | $32.07万 | 0.17% | 883 | -142 | -13.9% | -$5.16万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $31.94万 | 0.17% | 12,167 | -3,556 | -22.6% | -$9.33万 | 减仓 |
| WTV | WISDOMTREE TR | $31.92万 | 0.17% | 3,370 | 800 | 31.1% | $7.58万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.71万 | 0.17% | 654 | -669 | -50.6% | -$32.44万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $31.13万 | 0.16% | 2,657 | -7,041 | -72.6% | -$82.51万 | 减仓 |
| CIEN | CIENA CORP | $30.90万 | 0.16% | 796 | 796 | — | $30.90万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $30.42万 | 0.16% | 6,108 | -7,397 | -54.8% | -$36.84万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $30.08万 | 0.16% | 3,901 | -1,837 | -32.0% | -$14.17万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.76万 | 0.16% | 2,041 | -880 | -30.1% | -$12.83万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.45万 | 0.15% | 7,784 | 150 | 2.0% | $5,676 | 加仓 |
| DIS | DISNEY WALT CO | $29.36万 | 0.15% | 3,046 | -436 | -12.5% | -$4.20万 | 减仓 |
| RKLB | ROCKET LAB CORP | $28.35万 | 0.15% | 4,415 | 4,415 | — | $28.35万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $28.25万 | 0.15% | 1,762 | -1,350 | -43.4% | -$21.64万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $28.03万 | 0.15% | 4,918 | -525 | -9.6% | -$2.99万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $26.79万 | 0.14% | 3,471 | 250 | 7.8% | $1.93万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $26.77万 | 0.14% | 7,982 | -5,924 | -42.6% | -$19.87万 | 减仓 |
| QCOM | QUALCOMM INC | $26.59万 | 0.14% | 2,065 | -481 | -18.9% | -$6.19万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $25.77万 | 0.13% | 4,666 | -5,011 | -51.8% | -$27.68万 | 减仓 |
| PEP | PEPSICO INC | $25.76万 | 0.13% | 1,659 | -246 | -12.9% | -$3.82万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $25.70万 | 0.13% | 4,285 | 45 | 1.1% | $2,699 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $25.29万 | 0.13% | 935 | -435 | -31.8% | -$11.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.04万 | 0.13% | 296 | -133 | -31.0% | -$11.25万 | 减仓 |
| RDDT | REDDIT INC | $24.92万 | 0.13% | 1,851 | -244 | -11.6% | -$3.29万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.87万 | 0.13% | 1,434 | -96 | -6.3% | -$1.67万 | 减仓 |
| — | EXXON MOBIL CORP | $24.75万 | 0.13% | 1,459 | -1,739 | -54.4% | -$29.50万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $24.32万 | 0.13% | 6,441 | -875 | -12.0% | -$3.30万 | 减仓 |
| IJH | ISHARES TR | $24.14万 | 0.13% | 3,575 | -32,413 | -90.1% | -$218.89万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $24.13万 | 0.13% | 3,354 | -1,630 | -32.7% | -$11.72万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.04万 | 0.13% | 1,454 | -723 | -33.2% | -$11.95万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $23.09万 | 0.12% | 2,191 | 2,191 | — | $23.09万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.66万 | 0.12% | 5,549 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.15万 | 0.12% | 1,514 | -1,612 | -51.6% | -$23.58万 | 减仓 |
| TFC | TRUIST FINL CORP | $21.87万 | 0.11% | 4,758 | 4,758 | — | $21.87万 | 新建仓 |
| BA | BOEING CO | $21.77万 | 0.11% | 1,094 | -533 | -32.8% | -$10.61万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $21.70万 | 0.11% | 1,380 | -231 | -14.3% | -$3.63万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $21.61万 | 0.11% | 6,435 | 6,435 | — | $21.61万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $20.68万 | 0.11% | 1,134 | -1 | -0.1% | -$182 | 重新持有 |
| WMT | WALMART INC | $20.29万 | 0.11% | 1,633 | -1,191 | -42.2% | -$14.80万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $20.24万 | 0.11% | 18,173 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $17.54万 | 0.09% | 18,400 | 18,400 | — | $17.54万 | 新建仓 |
| — | HEARTSCIENCES INC | $7.48万 | 0.04% | 29,740 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -27,689 | -100.0% | -$608.55万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -15,755 | -100.0% | -$387.83万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -36,242 | -100.0% | -$361.99万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -37,058 | -100.0% | -$356.76万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -19,412 | -100.0% | -$281.01万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -23,150 | -100.0% | -$236.08万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -58,356 | -100.0% | -$199.93万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -10,848 | -100.0% | -$196.58万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -46,971 | -100.0% | -$185.30万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -23,681 | -100.0% | -$182.39万 | 清仓 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -15,606 | -100.0% | -$174.44万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -12,289 | -100.0% | -$173.33万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -14,068 | -100.0% | -$167.06万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -10,229 | -100.0% | -$157.67万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -24,490 | -100.0% | -$141.85万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -30,630 | -100.0% | -$136.03万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -19,073 | -100.0% | -$132.50万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,464 | -100.0% | -$122.32万 | 清仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -48,773 | -100.0% | -$115.20万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -9,057 | -100.0% | -$97.01万 | 清仓 |